2026-03-07T11:25:47-06:00 2025-12-31 994604675 SARAH BRADLEY CPA PLLC 8480 HONEYCUTT RD STE 200 RALEIGH NC 27615 990PF 2025-01-01 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 2026-03-07 1 SARAH BRADLEY P02263422 9198458323 2026-03-07 2025 2025-03-06 01:10:19Z X 840682 X X 10123 10123 8406 8406 8406 18529 18529 0 0 0 11490 0 0 5102 5102 0 16592 5102 0 50000 50000 66592 5102 50000 -48063 13427 17320 38829 38829 32668 0 0 438090 418665 622387 197625 180486 179466 685703 637980 840682 0 0 X 980642 980642 0 0 -294939 -342662 685703 637980 685703 637980 685703 -48063 340 637980 0 637980 CAPITAL GAINS DIVIDENDS P 8406 8406 8406 8406 187 0 187 0 187 0 0 0 0 0 0 187 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 745492 40829 0 786321 0 0 786321 11795 774526 38726 38726 187 187 38539 0 38539 0 38539 50000 0 50000 38539 19171 0 0 50000 19171 0 0 30829 0 0 0 0 0 0 0 0 7710 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. 42000 SOUND EXPERIENCE PO BOX 1390 PORT TOWNSEND WA 98368 NONE PC 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. 8000 50000 0 14 10123 14 8406 0 18529 0 18529 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11490 0 0 BANK OF SIERRA 30087 30445 MERRICK BANK SOUTH JORDAN UT 20004 20125 JP MORGAN CHASE BANK 34854 34867 FORT BEND CNTY 40000 38750 JOHN MARSHALL BANK 10000 10011 APPLE INC 3000 2997 HOME DEPOT 2828 2965 CISCO SYS 2898 2972 JPMORGAN CHASE 2901 2981 EXPRESS SCRIPTS 2901 2981 ORACLE CORP 3003 2935 JPMORGAN CHASE 5000 4991 TEXAS EXCHANGE BANK 20036 20222 US TREASURY 2974 2224 ALPHABET INC CL A 10668 31300 BOEING 20035 19540 CISCO SYSTEMS INC 14998 23109 DANAHER CORP 12245 10988 WARNER BROS DISCOVERY INC SER A 3375 3833 CARILLON REAMS CORE PLUS BOND CL C 17443 14666 FIDELITY ADVISOR GROWTH OPPTYS CL C 23570 29315 BLACKROCK SCIENCE & TECHNOLOGY TR 7805 20270 ISHARES NATIONAL MUNI BOND ETF 14742 13389 SPROTT PHYSICAL GOLD & SILVER TRUST UNIT 9702 36640 VANGUARD INTERMEDIATE TERM BOND ETF 18156 17523 CHECK POINT SOFTWARE TECHNOLOGIES LTD 2169 3711 ABBOTT LABORATORIES 3695 4135 ALPHABET INC CL A 12497 37560 AMGEN INC 1418 2946 APPLE INC 2303 16312 BOEING 13130 13027 CISCO 10673 19489 DUPONT 1626 2171 HUNTINGTON INGALLS 2730 4760 JP MORGAN 1952 7411 MICROSOFT 2376 16927 OTIS WORLDWIDE 820 1136 PFIZER 2925 2241 QNITY ELECTRONICS 2331 2205 RTX CORP 1730 4768 REALTY INCOME CORP 4043 3382 CARILLON REAMS CORE PLUS BOND CL I 12158 10396 FIRST TRUST DOW 2596 6460 INVESCO PFD 2966 2226 INVESCO EMERGING 7099 5242 RUSSELL 2000 GROWTH 2915 4522 RUSSELL 2000 ETF 13071 20924 JPMORGAN USD EMERGING 10640 9628 SPDR S&P 500 1592 4092 VANGUARD S&P MID 6292 11180 VANGUARD INTERMEDIATE 15120 13504 VANGUARD TOTAL BOND 8498 7703 VANGUARD FTSE 15636 23614 VANGUARD GLOBAL EX 7027 5730 VANGUARD FTSE EMERGING 15411 20375 VANGUARD FTSE PACIFIC 3944 5514 VANGUARD TSHORT TERM TREASURY ETF 24259 24255 VANGUARD ST CORP 2960 2950 VANGUARD INTERMEDIATE TERM TREASURY INDEX 6891 6892 VANGUARD S&P 500 25147 53306 VANGUARD RE INDEX 8812 10530 VANGUARD SMALL CAP 6474 10590 ACCOUNTING ADJUSTMENT 122 PRIOR YEAR FEDERAL TAX PAID IN CURRENT YEAR 218 INVESTMENT ADVISORY FEES 5102 5102 0