2026-06-03T10:53:04-05:00 2025-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990PF 2025-01-01 816087287 STELLA M NELSON NADEAULOUISE E NELSON SCHOLARSHIP FOUNDATION STEL 4062489329 CO DAVIDSON TRUST CO PO BOX 230 GREAT FALLS MT 594032309 KAREN GROVE TRUST ADMINISTRATOR 4067917325 2026-06-02 1 R CRAIG WOODS CPA P00547064 4067553681 2026-06-02 2025 2025-03-06 01:10:19Z X 53984 X X 30 30 1118 1118 7031 32123 7031 8179 8179 1033 1033 0 1650 1485 165 71 15 0 25 25 0 2779 2558 165 12500 12500 15279 2558 12665 -7100 5621 3027 15763 15763 36172 22287 30482 12880 8007 7739 52079 46057 53984 0 0 X 52079 46057 0 0 0 0 52079 46057 52079 46057 52079 -7100 1078 46057 0 46057 D.A. DAVIDSON ST COVERED P 1277 1261 16 16 D.A. DAVIDSON LT COVERED P 27304 22483 4821 4821 D.A. DAVIDSON LT NONCOVERED P 3014 1348 1666 1666 CAPITAL GAINS DIVIDENDS P 528 528 528 7031 78 0 78 0 78 0 0 0 0 0 0 78 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A DAVIDSON TRUST CO 4067917325 PO BOX 2309 GREAT FALLS MT 594032309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVIDSON TRUST CO PO BOX 2309 GREAT FALLS MT 594032309 TRUSTEE 5.00 1033 0 0 NONE 0 NONE 0 0 49241 8865 0 58106 0 0 58106 872 57234 2862 2862 78 78 2784 0 2784 0 2784 12665 0 12665 2784 0 0 181 3999 2226 4027 5154 15587 12665 0 0 0 2784 9881 0 0 25468 0 0 0 0 0 0 181 25287 3999 2226 4027 5154 9881 DAVIDSON TRUST COMPANY 8 THIRD STREET NORTH SUITE 301 GREAT FALLS MT 59903 4067917325 STANDARD APPLICATION, INCLUDES NAME, ADDRESS, A STATEMENT DESCRIBING APPLICANT AND HISTORY INCLUDING EXTRACURRICULAR ACTIVITIES, REASONS FOR PERSUING HIGHER EDUCATION AND FINANCIAL INFORMATION SHOWING NEED. MID APRIL, BEFORE GRADUATION GRADUATES FROM FLATHEAD COUNTY HIGH SCHOOLS, FLATHEAD COUNTY, MONTANA MONTANA STATE UNIVERSITY FBO KYLIE 437 CULBERTSON HALL BOZEMAN MT 59717 I SCHOLARSHIP 2500 UNIVERSITY OF MONTANA FBO DANICA LU 32 CAMPUS DR MISSOULA MT 59812 I SCHOLARSHIP 2500 FLATHEAD VALLEY COMMUNITY COLLEGE F 777 GRANDVIEW DR KALISPELL MT 59901 I SCHOLARSHIP 2500 UNIVERSITY OF MONTANA WESTERN FBO A 710 S ATLANTIC ST DILLON MT 59725 I SCHOLARSHIP 2500 FLATHEAD VALLEY COMMUNITY COLLEGE F 777 GRANDVIEW DR KALISPELL MT 59901 I SCHOLARSHIP 2500 12500 0 14 30 14 1118 18 7031 0 8179 0 8179 4 THE FUNDS GENERATED ARE USED FOR SCHOLARSHIPS AND GENERAL OVERHEAD 8 THE FUNDS GENERATED ARE USED FOR SCHOLARSHIPS AND GENERAL OVERHEAD 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1650 1485 165 DTC INTERMEDIATE FIXED INCOME 8007 7739 DTC EQUITY INCOME CTF 3991 5022 DTC MULTI CAP EQUITY 3132 5006 ISHARES MSCI EAFE INTL INDEX INSTL CL 1082 1505 DODGE & COX INTERNATIONAL STOCK 2209 2980 AMERICAN FDS INTL GROWTH & INC F2 2255 2939 NORTH SQUARE SMALL CAP VALUE CL I 2728 2619 GOLDMAN SACHS SMALL CAP GROWTH INSTL CL 1393 1513 T ROWE PRICE BLUE CHIP GROWTH 4211 6207 VANGUARD TOTAL STOCK MKT IDX ADM 1286 2691 INVESTMENT MANAGEMENT FEES 19 19 0 ADMINISTRATIVE FEE 6 6 0 UNDISTRIBUTED CTF GAINS AND LOSSES 1078 FOREIGN INCOME TAX 15 15 0 EXCISE TAX 56 0 0