2025-02-17T09:26:40-06:00 2024-12-31 994604675 SARAH BRADLEY CPA PLLC 8480 HONEYCUTT RD STE 200 RALEIGH NC 27615 990PF 2024-01-01 466121125 STANTON & ERNESTINE BENNETT CHARITABLE TRUST C/O SARAH BRADLEY CPA PLLC STAN 5032681025 8480 HONEYCUTT RD 200 RALEIGH NC 27615 MILTON BENNETT TRUSTEE 5032681025 2025-02-17 1 0 SARAH BRADLEY P02263422 9198458323 2025-02-17 2024 2025-03-06 01:10:19Z X 779225 X X 20469 20469 -817 0 19652 20469 0 0 0 4807 4807 0 4807 4807 0 47000 47000 51807 4807 47000 -32155 15662 20865 17320 17320 441689 416233 524827 247174 252150 237078 709728 685703 779225 0 0 X 980642 980642 0 0 -270914 -294939 709728 685703 709728 685703 709728 -32155 8130 685703 0 685703 AMERIPRISE 6511 -3212 -3212 AMERIPRISE 8860 2395 2395 -817 218 0 218 0 218 0 0 0 0 0 0 218 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A SARAH BRADLEY CPA PLLC 5032681025 8480 HONEYCUTT RD STE 200 RALEIGH NC 27605 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MILTON BENNETT 134 FOSDICK CR NW GIG HARBOR WA 98335 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 693180 20185 0 713365 0 0 713365 10700 702665 35133 35133 218 218 34915 0 34915 0 34915 47000 0 47000 34915 31256 0 0 47000 31256 0 0 15744 0 0 0 0 0 0 0 0 19171 0 0 0 X INTERCULTURAL DEVELOPMENT RESEARCH INSTITUTE 4949 MEADOWS RD STE 600 LAKE OSWEGO OR 97035 PF SUPPORT OF THE PROGRAM MISSION OF SUPPORT AND NEW RESEARCH IN INTERCULTURAL DEVELOPMENT. 24000 SOUND EXPERIENCE PO BOX 1390 PORT TOWNSEND WA 98368 NONE PUBLIC SUPPORT OF THE ORGANIZATION PROGRAM FOSTERING ENVIRONMENTAL SUSTAINABILITY, YOUTH DEVELOPMENT AND MARITIME CAREERS THROUGH SHIPBOARD PROGRAMS ABOARD THE SCHOONER ADVENTURESS ON THE WATERS OF THE SALISH SEA. 10000 UNIVERSITY OF ALASKA FOUNDATION PO BOX 75700 FAIRBANKS AK 99775 NONE PUBLIC TO FUND ENGINEERING SCHOLARSHIP IN THE NAME OF STANTON D. BENNETT 13000 47000 0 14 20469 14 -817 0 19652 0 19652 0 0 0 0 0 0 0 0 0 0 BANK OF SIERRA 30168 30623 BOKF TULSA 20006 20000 GE CAPITAL 40000 40005 FORT BEND CNTY 40000 36964 ADVISORS NAVELLIER 13575 12720 ADVISORS NAVELLIER 8282 7697 GILEAD SCIENCES 3000 2996 ACTAVIS FDG 3000 2978 NICOLET NATIONAL BANK 19954 19088 US TREASURY 19689 10584 US TREASURY 10005 9829 JOHN MARSHALL BANK 10000 10044 APPLE INC 3009 2964 HOME DEPOT 2828 2887 CISCO SYS 2898 2908 JPMORGAN CHASE 2901 2923 MAPLE CITY BANK 8955 9006 EXPRESS SCRIPTS 2901 2887 ORACLE CORP 3005 2886 JPMORGAN CHASE 5000 4907 US TREASURY 2974 2182 ALPHABET INC CL A 10668 18930 AUTODESK 16798 22168 BOEING 20035 15930 CISCO SYSTEMS INC 14998 17760 DANAHER CORP 12245 11018 WARNER BROS DISCOVERY INC SER A 3375 1406 CARILLON REAMS CORE PLUS BOND CL C 16463 13637 FIDELITY ADVISOR GROWTH OPPTYS CL C 22104 24178 BLACKROCK SCIENCE & TECHNOLOGY TR 8520 18280 ISHARES NATIONAL MUNI BOND ETF 14742 13319 SPROTT PHYSICAL GOLD & SILVER TRUST UNIT 9702 19008 VANGUARD INTERMEDIATE TERM BOND ETF 18156 16814 CHECK POINT SOFTWARE TECHNOLOGIES LTD 2169 3734 ABBOTT LABORATORIES 3695 3733 ALPHABET INC CL A 12497 22716 AMGEN INC 1418 2346 APPLE INC 2303 15025 AUTODESK 4826 6503 BOEING 13130 10620 CARRIER GLOBAL 586 1775 CENTENE 1518 2423 CISCO 10673 14978 DUPONT 3957 4118 HUNTINGTON INGALLS 2730 2646 INGERSOLL 3979 5609 JP MORGAN 1952 5513 MICROSOFT 2376 14753 OTIS WORLDWIDE 820 1204 PFIZER 2925 2388 RTX CORP 1730 3009 REALTY INCOME CORP 4100 3205 REINSURENCE GROUP 1680 2564 CARILLON REAMS CORE PLUS BOND CL I 11718 9566 TRUSTMARK 1718 1945 VIATRIS 158 137 FIRST TRUST DOW 2596 5836 INVESCO PFD 2966 2293 INVESCO EMERGING 7099 4796 RUSSELL 2000 GROWTH 2915 4029 RUSSELL 2000 ETF 13071 18782 JPMORGAN USD EMERGING 10640 8904 SPDR S&P 500 1592 3516 VANGUARD S&P MID 6292 10550 VANGUARD INTERMEDIATE 14590 12444 VANGUARD TOTAL BOND 8498 7479 VANGUARD FTSE 15636 18076 VANGUARD GLOBAL EX 7027 4945 VANGUARD FTSE EMERGING 15411 16691 VANGUARD FTSE PACIFIC 3944 4333 VANGUARD ST CORP 2960 2886 VANGUARD S&P 500 25147 45799 VANGUARD RE INDEX 8911 10601 VANGUARD SMALL CAP 6474 9909 BASIS ADJUSTMENT FOR STOCK SOLD 7901 PRIOR YEAR FEDERAL TAX PAID IN CURRENT YEAR 229 INVESTMENT ADVISORY FEES 4807 4807 0