2024-06-12T10:17:22-05:00 2023-12-31 471988668 PUCKETT CLEMENT AND SCHELLENBERG PC 1111 W LONG LAKE RD STE 200 TROY MI 48098 990PF 2023-01-01 371557038 R HUGH ELLIOTT FAMILY FOUNDATION ELLI 2484752000 1882 POND RUN ROAD AUBURN HILLS MI 483262768 R HUGH ELLIOTT DIRECTOR 2484752000 2024-06-12 1 R HUGH ELLIOTT 999009999 0 JAMES A CLEMENT CPA P00153947 2489529520 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 19813277 X 1817976 115353 115353 553421 553421 24787 2395591 24787 2511537 693561 0 0 0 32000 0 0 90889 90889 0 122889 90889 0 1000000 1000000 1122889 90889 1000000 1388648 602672 5261990 502832 502832 0 2098620 2097100 9752325 13461482 15287336 654395 1077357 1013655 696165 613232 912354 16364875 17753523 19813277 0 0 X 0 0 0 0 16364875 17753523 16364875 17753523 16364875 17753523 16364875 1388648 0 17753523 0 17753523 1400000 UNITS FIDELITY FDS TREASURY P 2023-01-18 2023-02-09 1400000 1400000 0 0 134 SHS ADOBE SYSTEMS P 2019-12-27 2023-09-12 72526 44203 28323 28323 3680 SHS CVS HEALTH CORP P 2019-06-10 2023-08-21 246123 204394 41729 41729 112 SHS DOLLAR GENERAL P 2020-05-13 2023-08-31 14443 20356 -5913 -5913 300 SHS ILLUMINA INC P 2020-09-21 2023-09-26 38975 85362 -46387 -46387 75000 UNITS PNC FIN SVC P 2020-04-13 2023-11-01 75000 76538 -1538 -1538 54734 SHS FIRST TRUST DSIP PORT P 2022-04-18 2023-07-17 543552 539951 3601 3601 CAPITAL GAINS DIVIDENDS P 4972 4972 4972 24787 8377 0 8377 0 8377 16884 0 0 0 16884 0 8507 8507 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A R HUGH ELLIOTT 2484752000 1882 POND RUN AUBURN HILLS MI 48326 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R HUGH ELLIOTT 1882 POND RUN ROAD AUBURN HILLS MI 48326 DIRECTOR 0.25 0 0 0 NANCY N ELLIOTT 1882 POND RUN ROAD AUBURN HILLS MI 48326 DIRECTOR 0.25 0 0 0 CHAD K ELLIOTT 1882 POND RUN ROAD AUBURN HILLS MI 48326 DIRECTOR 0.25 0 0 0 NONE 0 WELLS FARGO ADVISORS 2801 MARKET STREET SAINT LOUIS MO 63103 INVESTMENT ADVISORY SERVICES 90358 0 0 16499230 1486792 0 17986022 0 0 17986022 269790 17716232 885812 885812 8377 8377 877435 0 877435 0 877435 1000000 0 1000000 877435 818810 2021 652 0 1000000 818810 652 0 180538 0 0 0 0 0 0 0 0 696897 0 0 0 R HUGH ELLIOTT R HUGH ELLIOTT 1882 POND RUN ROAD AUBURN HILLS MI 48326 2484752000 NO FORM PROVIDED - INFORMATION WILL VARY DEPENDING UPON PROPOSAL. NONE NONE JUPITER MEDICAL CENTER 1210 SOUTH OLD DIXIE HWY JUPITER FL 33458 N/A GENERAL FUND DONATION 1000000 1000000 0 115353 553421 24787 0 0 693561 693561 3 INTEREST FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING 4 DIVIDENDS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING 8 GAINS FROM INVESTMENTS TO PROVIDE FOR FUTURE FUNDING 0 0 0 0 0 0 0 0 0 0 X X 1 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 1000000 X 2 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 429668 X X 3 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 308000 X X 4 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 80308 X X 2 3000 SHARES ALPHABET INC CL C 429668 2023-12-26 3 625 SHARES NVIDIA CORP 308000 2023-12-26 4 225 SHARES BERKSHIRE HATHAWAY INC 80308 2023-12-26 PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE R HUGH ELLIOTFOUNDATION ELECTS TO TREAT CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS. WELLS FARGO #1082 1077357 1013655 WELLS FARGO #1082 7776646 10222985 WELLS FARGO #7168 5684836 5064351 2098620 2097100 0 0 JACKSON NATIONAL ANNUITY 696165 613232 912354 INVESTMENT EXPENSES-WF #1082 90358 90358 0 FOREIGN FEES- #1082 28 28 0 MISC 503 503 0 EXCISE TAX 32000 0 0