2026-03-11T16:58:38-05:00 2025-10-31 450250958 Eide Bailly LLP 2950 E Harmony Rd Ste 290 Fort Collins CO 805283429 990PF 2024-11-01 810473714 William and Lorene Nefsy Foundation WILL 4062348430 PO Box 250 Miles City MT 59301 William Coffee Trustee 4062348430 2026-03-11 1 1 Kyle Fritch CPA P01313374 9702238825 2026-03-11 2024 2025-03-06 01:10:19Z X 1887194 X 666 X 12729 12729 23544 23544 146980 367768 146980 183919 183253 0 0 0 3045 610 2435 2891 2891 0 1941 0 0 939 939 0 8816 4440 2435 83250 83250 92066 4440 85685 91853 178813 819229 824733 824733 674751 761100 1062461 1493980 1585833 1887194 0 0 X 900000 900000 0 0 593980 685833 1493980 1585833 1493980 1585833 1493980 91853 0 1585833 0 1585833 Publicly Traded Securities P 367768 220788 146980 146980 146980 2486 0 2486 0 2486 1320 0 0 0 1320 6 1172 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A Jerry Anderson 4062348430 700 Main Street Miles City MT 59301 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jerry Anderson 700 Main Street Miles City MT 59301 Trustee 1.00 0 0 0 Caren Coffee 600 S Custer Miles City MT 59301 Trustee 1.00 0 0 0 William Coffee 2944 Gregory Drive S Billings MT 59102 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 944160 851525 0 1795685 0 0 1795685 26935 1768750 88438 88438 2486 2486 85952 0 85952 0 85952 85685 0 85685 85952 83239 0 0 85685 83239 0 0 2446 0 0 0 0 0 0 0 0 83506 0 0 0 X Beaverhead County High School 104 N Pacific Street Dillon MT 59725 None GOV Youth Athletics/Community Support 12000 Bonner School District 9045 MT - 200 Bonner MT 59823 None GOV Community Support 7000 Fergus Wrestling Club Inc PO Box 292 Lewistown MT 59457 None PC Youth Athletics/Community Support 12000 Friends of Beaver Creek Lodge Inc PO Box 2604 Havre MT 59501 None PC Community Support 20000 Huntley Project Museum 770 Railroad Hwy Huntley MT 59037 None PC Cultural/Community Support 750 Town of Terry 203 S Logan Avenue Terry MT 59349 None GOV Community Support 16500 WaterWorks Art Museum 85 Water Plant Road Miles City MT 59301 None PC Cultural/Community Support 3500 Wild Horse Sports Association PO Box 999 Plains MT 59859 None PC Community Support 11500 83250 0 14 12729 14 23544 18 146980 0 183253 0 183253 0 0 0 0 0 0 0 0 0 0 Accounting fees 3045 610 2435 Glaxosmith 25361 32240 Pfizer Incorporated 37414 31946 Home Depot, Inc. 9281 19739 Microsoft Corp. 22720 42460 Honeywell International 15225 29596 Cisco Systems Inc. 22578 43500 Exxon Mobil Corporation 16421 29619 J.P. Morgan Chase & Co. 16798 42935 Proctor & Gamble Co. 17890 30375 Chevrontexaco Corp 20579 28389 Apple Computer, Inc. 27070 43800 Merk & Co. Inc. 39924 44967 Sysco Corp 15580 23101 US Bancorp 29515 35710 Lockhead Martin Corp 19012 24594 Verizon Communications, Inc. 23498 17485 Caterpillar, Inc. 15240 44449 Bank of America Corp 22654 33673 Amazon.com Inc. 17241 44692 Asml Holding N V ADT 29436 45547 C R H Plc Co ADR 16414 32276 Alphabet Inc. A 18668 40773 PepsiCo Inc. 39778 36230 Medtronic 24886 26756 Starbucks Corp 30119 29841 United Parcel Service Inc. 50217 42136 American Express Co 31151 37877 Lennar Corp 20048 21041 NVIDIA Corp 20430 39891 Qualcomm Inc 28261 33467 SLB Limited 37691 31733 Solstice Advanced Matls 0 1623 Other Investment Fees 939 939 0 Investment Management Fees 2891 2891 0 Excise Taxes 1941 0 0