2026-07-21T12:26:05-05:00 2025-12-31 591818353 KAUFMAN ROSSIN & COPA ONE TOWN CENTER ROAD SUITE 400 BOCA RATON FL 33486 990PF 2025-01-01 326195377 THE PEYTON FAMILY FOUNDATION PEYT 6127196461 20670 LINWOOD ROAD EXCELSIOR MN 55331 PATRICK J PEYTON TRUSTEE 6127196461 2026-07-20 1 DAVID MERZEL CPA P00089178 5613945100 2026-07-20 2025 2025-03-06 01:10:19Z X 3079072 X 7500 92863 90320 148729 716754 148729 1056 1056 250148 240105 0 0 0 7500 3750 0 53134 0 0 3744 336 0 23631 23631 0 88009 27717 0 142736 142736 230745 27717 142736 19403 212388 5000 5000 5000 16989 21079 21079 1488562 1561142 2205799 762090 824872 847194 2272641 2412093 3079072 965326 1086020 965326 1086020 X 0 0 0 0 1307315 1326073 1307315 1326073 2272641 2412093 1307315 19403 0 1326718 645 1326073 716754 568025 148729 148729 148729 2952 0 2952 0 2952 2160 0 2300 0 4460 3 1505 1505 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A PATRICK J PEYTON 6127196461 20670 LINWOOD ROAD EXCELSIOR MN 55331 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK J PEYTON 20670 LINWOOD ROAD EXCELSIOR MN 55331 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 2831227 28085 0 2859312 0 0 2859312 42890 2816422 140821 140821 2952 2952 137869 0 137869 0 137869 142736 0 142736 137869 0 0 94047 4592 34121 81551 36784 251095 142736 0 0 0 137869 4867 0 0 255962 0 0 0 0 0 0 94047 161915 4592 34121 81551 36784 4867 PATRICK J PEYTON X ADVENTURERS ACADEMY OF LIFELONG LEARNING 7106 SHADYWOOD DRIVE AUSTIN TX 78745 N/A PC GENERAL FUND 32464 FAMILY FEST INC CHRISTIAN MINISTRY NON PROFIT ORG 140 W 98TH STREET SUITE 206 BLOOMINGTON MN 55420 N/A PC GENERAL FUND 1772 GLOUCESTER CATHOLIC HIGH SCHOOL 333 RIDGEWAY STREET GLOUCESTER CITY NJ 08030 N/A PC GENERAL FUND 22500 HOLY FAMILY CATHOLIC HIGH SCHOOL 14650 NE 12TH AVE NORTH MIAMI FL 33161 N/A PC GENERAL FUND 10000 LATINO COMMUNITY FOUNDATION OF COLORADO 2250 S ONEIDA STREET SUITE 102 DENVER CO 80224 N/A PC GENERAL FUND 5000 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 N/A PC GENERAL FUND 50000 MINNESOTA HUNDRED CLUB PO BOX 1066 ANOKA MN 55303 N/A PC GENERAL FUND 15000 ST HUBERT'S CATHOLIC SCHOOL 8201 MAIN STREET CHANHASSEN MN 55317 N/A PC GENERAL FUND 6000 142736 0 14 92863 01 1056 18 148729 0 242648 0 242648 0 0 0 0 0 0 0 0 0 0 X X 1 CAMDEN MANAGEMENT INC 20670 LINWOOD ROAD EXCELSIOR MN 55331 7500 X TAX PREPARATION FEES 7500 3750 0 BLACKROCK FDS V HGH YLD BND PORTFOLIO K 53618 55895 FEDERATED HRMS INSTL 53584 55598 GUGGENHEIM FDS TR 56583 56421 PGIM HIGH YIELD FUND 55084 55945 PGIM TOTAL RETURN BOND 165052 169723 PIMCO INCOME FD 215189 228044 JPMORGAN TR I 225762 225568 APPLE INC. 23579 66606 ARES CAPITAL CORPORATION 42462 44992 BERKSHIRE HATHAWAY INC. 27191 50265 BROADCOM INC. 8631 70951 MERCK & CO INC. 53172 64524 QUALCOMM INC. 19331 26855 MICROSOFT CORP 22799 67707 NUVEEN INV TR V 140605 143032 ABOTT LABORATORIES 35465 38715 CATERPILLAR INC. 28272 78483 COHEN & STEER PFD SPECS & INCOME FD INC. CL F 143670 141077 ELI LILLY & CO. 9764 66630 HOME DEPOT INC. 38016 46109 LAM RESEARCHC CORP. 16712 47417 TEXAS INSTRUMENTS 23836 28626 BLACKSTONE INC 29070 54411 DIAMONDBACK ENERGY INC 38817 42393 MORGAN STANLEY 37385 67106 ABBVIE INC. 31764 50039 MCDONALDS CORP 29513 33619 TAIWAN SEMICONDUCTOR MFG 15590 35859 VERIZON COMMUNICATIONS 35452 38123 ALPHABET INC 40131 86295 AMAZON.COM INC 53488 71093 ASML HOLDING N V 29350 34236 COSTCO WHOLESALE CORP-NEW 29633 28457 EATON CORPORATION PLC 32315 32807 FREEPORT MCMORAN INC 35689 40023 KLA CORPORATION 18878 35237 NVIDIA CORP 31186 76092 SELECT SECTOR SPDR TRUST 50295 62164 SELECT SECTOR SPDR TRUST 48349 52423 WALMART INC 42951 57153 CISCO SYSTEMS INC 33097 38977 INTERNATIONAL BUSINESS 33350 35841 INVESCO EXCHANGE TRADED 33051 41218 INVESCO QQQ TR 48938 56517 META PLATFORMS INC 33880 31684 ORACLE CORPORATION 32319 36838 SPDR INDEX SHARES FUNDS 49648 53122 WALT DISNEY CO 33498 32083 DIVIDENDS ADJUSTMENT 645 J.P.MORGAN ADVISORY FEES 23631 23631 0 SUBSTITUTE PAYMENTS IN LIEU 1056 1056 1056 JP MORGAN #74412 965326 1086020 FOREIGN TAXES PAID 336 336 0 EXCISE TAXES PAID 3408 0 0