2025-07-18T09:38:53-05:00 2025-03-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990PF 2024-04-01 363700887 MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC MARS 4065494148 PO BOX 3106 MISSOULA MT 59806 KEN CARUSO PRESIDENT 4065494148 2025-07-16 1 0 ALISSA A GRIMM CPA P01067948 4065494148 2025-07-11 2024 2025-03-06 01:10:19Z X 6268447 X X 78580 78580 395338 706540 395338 3000 0 476918 473918 0 0 0 24392 10115 14277 8278 0 0 33005 175 14871 65675 10290 29148 266053 266053 331728 10290 295201 145190 463628 120338 168474 168474 945 963 963 9207 5333788 5447616 6099010 3291 3291 5464278 5617053 6268447 4259 11844 4259 11844 X 5460019 5605209 5460019 5605209 5464278 5617053 5460019 145190 0 5605209 0 5605209 PUBLICLY TRADED SECURITIES P 360000 311202 48798 48798 CAPITAL GAINS DIVIDENDS P 346540 346540 346540 395338 6444 0 6444 0 6444 999 0 0 0 999 X 155 5600 0 0 0 0 0 0 0 0 0 0 1 1 MT 0 0 0 0 0 1 N/A JCCS PC 4065494148 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEN CARUSO 8450 US HIGHWAY 10 W MISSOULA MT 59808 PRESIDENT 1.00 0 0 0 KATHY FLYNN 607 SW HIGGINS MISSOULA MT 59801 TRUSTEE 1.00 0 0 0 SABRINA WHITE 321 W BROADWAY FL 4 MISSOULA MT 59802 TRUSTEE 1.00 0 0 0 CANDIE STOVER PO BOX 4172 MISSOULA MT 59806 TRUSTEE 1.00 0 0 0 TIM MARINAN PO BOX 16523 MISSOULA MT 59808 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6252221 155761 0 6407982 0 0 6407982 96120 6311862 315593 315593 6444 6444 309149 0 309149 0 309149 295201 0 295201 309149 91922 0 0 295201 91922 0 0 203279 0 0 0 0 0 0 0 0 105870 0 0 0 MMBSA FOUNDATION PO BOX 3106 MISSOULA MT 598063106 4065494148 APPLICATION FORM ATTACHED 45 DAYS PRIOR TO QUARTERLY MEETINGS APR, JUL, OCT, JAN PRIMARILY NORTHWEST USA ALLISON TERESA PO BOX 3106 MISSOULA MT 59806 I SIGHT 3182 ANDERSON JASON PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 534 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP SOUTH SANTA MONICA CA 90405 PC LOCAL SUPPORT 10000 ANIMEALS 1700 RANKIN ST MISSOULA MT 59808 I LOCAL SUPPORT 1000 AVERY MARLETTA PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 2150 AVERY CHRISTINA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 3580 AYERS JOHN PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1902 BAKER TABITHA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 8595 LECLAIR BARBARA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 3800 BARTEL BRUCE PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1574 BARTHOL KAYLEANA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1699 BAYMAN REED PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 578 BENTLEY KYLE PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1400 BILLINGS GYMNASTICS 2449 ENTERPRISE AVE BILLINGS MT 59102 PC LOCAL SUPPORT 316 BOLINGER JUSTIN PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 4300 BOLLINGER RODNEY PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1800 BONTADELLI ELLIOTT PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 2000 BRINLEY DAVID PO BOX 3106 MISSOULA MT 59806 I SIGHT 3780 BYRNES LOLA PO BOX 3106 MISSOULA MT 59806 I SIGHT 4035 CADY LONNIE PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 693 CAIN CHERYL PO BOX 3106 MISSOULA MT 59806 I CAPITAL IMPROVE/EQUIP 1408 CAMP MAK-A-DREAM PO BOX 1450 MISSOULA MT 59806 PC LOCAL SUPPORT 2000 CARRANZA ALOIZIA PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 6532 CATALYST FOR CHANGE PO BOX 1768 BIG TIMBER MT 59011 PC LOCAL SUPPORT 5000 CHRISTMAS 2024 - BOARD DONATIONS PO BOX 3106 MISSOULA MT 59806 PC LOCAL SUPPORT 3000 CORNELL CHANEY PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 1108 CURTIS RICK FERN PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 769 DEVALL DARLENE PO BOX 3106 MISSOULA MT 59806 I SIGHT 1925 DOLLAR JAMIE PO BOX 3106 MISSOULA MT 59806 I SIGHT 1920 ELLINGTON SUE PO BOX 3106 MISSOULA MT 59806 I SIGHT 1945 EUNPU ELIZABETH PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 3000 FISCHER SARAH PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 2975 FITZNER JUDY PO BOX 3106 MISSOULA MT 59806 I SIGHT 4012 FORSMAN ROSE PO BOX 3106 MISSOULA MT 59806 I SIGHT 2535 FORTIER HOLLIS PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 10000 FURMAN LESLI PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 4118 GERBER MOLLY PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 1200 GIERKE CHRIS PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 3260 GIESE WYATTE PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 4548 GLEN JOHN PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 4500 HENDERSON ARLENE PO BOX 3106 MISSOULA MT 59806 I SIGHT 4720 HUNTER BRIAN PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 3275 JACOBSEN JANICE PO BOX 3106 MISSOULA MT 59806 I HEARING 1600 JAKE'S FARM IN THE DELL 45466 N FOOTHILLS DR RONAN MT 59884 PC LOCAL SUPPORT 1000 JAYDEN ERICKSON PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 1624 JENKINS EVELYN PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 9105 JOHNSON OWEN PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 2648 JONES MARK PO BOX 3106 MISSOULA MT 59806 I SIGHT 4865 JONES REBECCA PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 1500 KEEL KASH PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 824 KEELE JACKIE PO BOX 3106 MISSOULA MT 59806 I CAPITAL IMPROVE/EQUIP 1455 LACQUEMENT KENNETH PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 450 LAWRENCE TERESA PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 2400 LIBERTY PLACE 1173 MT HIGHWAY 55 WHITEHALL MT 59759 I LOCAL SUPPORT 3000 MANLEY JUDY PO BOX 3106 MISSOULA MT 59806 I HEARING 1650 MILLER SHARON PO BOX 3106 MISSOULA MT 59806 I SIGHT 870 MILLER MORRIS PO BOX 3106 MISSOULA MT 59806 I SIGHT 1945 MISSION VALLEY SENIOR CENTER 528 MAIN ST SW RONAN MT 59864 PC LOCAL SUPPORT 10000 MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59801 PC LOCAL SUPPORT 10000 MISSOULA INTERFAITH COLLABORATIVE 2205 34TH ST MISSOULA MT 59801 PC LOCAL SUPPORT 2824 MISSOULA YOUTH HOMES PO BOX 7616 MISSOULA MT 59807 PC LOCAL SUPPORT 1000 MOUNTAIN HOME MONTANA 2606 SOUTH AVE W MISSOULA MT 59804 PC LOCAL SUPPORT 1000 NASH THELMA PO BOX 3106 MISSOULA MT 59806 I SIGHT 1935 NEWMAN KRISTEN PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1735 PADILLA-JABLONSKI KARA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 702 PARTNERS HOPE FOUNDATION PO BOX 1262 MISSOULA MT 59806 PC LOCAL SUPPORT 10000 PEACE PLACE 316 6TH ST S GREAT FALLS MT 59405 PC LOCAL SUPPORT 3000 PIAZZOLA LYNNE PO BOX 3106 MISSOULA MT 59806 I SIGHT 4860 PINTER MIKE LECLAIR BARB PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 6000 RADIO TALKING BOOK SERVICE 7101 NEWPORT AVE SUITE 205 OMAHA NE 68152 PC LOCAL SUPPORT 10000 RAMIREZ DEZMOND PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1428 ROSS RODNEY PO BOX 3106 MISSOULA MT 59806 I ACCESSIBLE HOUSING 1500 SHOFF CATHERINE PO BOX 3106 MISSOULA MT 59806 I CAPITAL IMPROVE/EQUIP 13735 SMITH GAIL PO BOX 3106 MISSOULA MT 59806 I SIGHT 3410 STAHLBERG GAIGE PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 3000 STALLING CORY PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 3000 STONE SUSAN PO BOX 3106 MISSOULA MT 59806 I SIGHT 665 SUMMIT INDEPENDENT LIVING 3104 W BROADWAY ST MISSOULA MT 59808 PC LOCAL SUPPORT 5000 TALBOTT AVERY PO BOX 3106 MISSOULA MT 59806 I COMPUTERS 770 WAID LORA PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 1000 WATSON CHILDREN'S SHELTER 4978 BUCKHOUSE LN MISSOULA MT 59804 PC LOCAL SUPPORT 1000 WINSTEAD NANCY PO BOX 3106 MISSOULA MT 59806 I MEDICAL/DENTAL REHAB 1635 WOOLEY BONNIE PO BOX 3106 MISSOULA MT 59806 I ASSISTIVE EQUIPMENT/DEV 250 YWCA 1800 3RD ST W MISSOULA MT 59801 PC LOCAL SUPPORT 1000 266053 0 14 78580 18 395338 REFUND OF GRANTS 01 3000 0 476918 0 476918 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 24392 10115 14277 46,414 SH. THORNBURG INV INCOME BLDR CL A 1110997 1492627 2,258 SH. IVY BOND A 41073 34413 22,861 SH. IVY BALANCED A 476879 530602 70,334 SH. IVY CORE EQUITY A 1035533 1158400 744 SH. DELAWARE LTD DIVERSIFIED 7101 5880 18,678 SH. IVY HIGH INCOME A 144637 108891 838 SH. IVY MUNICIPAL BOND 9683 8618 32,504 SH. IVY MID CAP GROWTH A 772206 745649 14,872 SH. IVY SCIENCE AND TECHNOLOGY A 766736 691680 39,051 SH. IVY LARGE CAP GROWTH A 1082771 1322250 BANK AND FILING FEES 24 6 0 CLERICAL SERVICES 28074 0 14037 DUES AND SUBSCRIPTIONS 340 0 0 INSURANCE 2560 0 0 OFFICE SUPPLIES AND POSTAGE 1333 0 834 TELEPHONE 674 169 0 REFUND OF GRANTS 3000 3000 EXCISE TAX 8278 0 0