2024-12-06T09:59:29-06:00 2023-12-31 591818353 KAUFMAN ROSSIN & COPA ONE TOWN CENTER ROAD SUITE 400 BOCA RATON FL 33486 990PF 2023-01-01 326195377 THE PEYTON FAMILY FOUNDATION PEYT 6127196461 20670 LINWOOD ROAD EXCELSIOR MN 55331 PATRICK J PEYTON TRUSTEE 6127196461 2024-12-05 1 1 DAVID MERZEL CPA P00089178 5613945100 2024-12-05 2023 2024-10-15 13:58:12Z X 2532238 X 4500 X 96263 94568 -20254 974969 0 80509 94568 0 0 0 4500 2250 0 47226 47226 0 72 72 0 26269 19615 0 78067 69163 0 198959 198959 277026 69163 198959 -196517 25405 5000 5000 5000 21923 64262 64262 1315746 1382136 1747401 782913 711238 715575 88381 0 0 2213963 2162636 2532238 696663 843943 696663 843943 X 0 0 0 0 1517300 1318693 1517300 1318693 2213963 2162636 1517300 -196517 0 1320783 2090 1318693 PUBLICLY TRADED SECURITIES 974949 995223 -20274 -20274 CAPITAL GAINS DIVIDENDS P 20 20 20 -20254 353 0 353 0 353 1679 0 0 0 1679 0 1326 1326 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 2282912 48484 59683 2391079 0 0 2391079 35866 2355213 117761 117761 353 353 117408 0 117408 0 117408 198959 0 198959 117408 0 0 214349 249064 94047 4592 34121 596173 198959 0 0 0 117408 81551 0 0 677724 0 0 0 0 0 0 214349 463375 249064 94047 4592 34121 81551 PATRICK J PEYTON X ADVENTURERS ACADEMY OF LIFELONG LEARNING 7106 SHADYWOOD DRIVE AUSTIN TX 78745 N/A PC GENERAL FUND 20309 ALZHEIMER'S ASSOCIATION - NATIONAL OFFICE 225 N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 N/A PC GENERAL FUND 15000 ARMAND HAMMER MUSEUM OF ART AND CULTURAL INC 10899 WILSHIRE BLVD LOS ANGELES CA 90024 N/A PC GENERAL FUND 20000 ELTON JOHN AIDS FOUNDATION INC 584 BROADWAY SUITE 906 NEW YORK NY 10012 N/A PC GENERAL FUND 25000 GLBT COMMUNITY CENTER OF COLORADO 1301 E COLFAX AVENUE DENVER CO 80218 N/A PC GENERAL FUND 5000 GLOUCESTER CATHOLIC ALUMNI ASSOCIATION 333 RIDGEWAY STREET GLOUCESTER CITY NJ 08030 N/A PC GENERAL FUND 10000 KENT SCHOOL PO BOX 2006 KENT CT 06757 N/A PC GENERAL FUND 5000 MUSEUM ASSOCIATES (LACMA) 5905 WILSHIRE BLVD LOS ANGELES CA 90036 N/A PC GENERAL FUND 7650 ST HUBERT'S CATHOLIC SCHOOL 8201 MAIN STREET CHANHASSEN MN 55317 N/A PC GENERAL FUND 81000 THE BLAKE SCHOOL 110 BLAKE ROAD SOUTH HOPKINS MN 55343 N/A PC GENERAL FUND 10000 198959 0 14 96263 18 -20254 0 76009 0 76009 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 4500 2250 0 IR-2024-264 THIS TAX RETURN HAS BEEN FILED PURSUANT TO IRS NEWSRELEASE IR-2024-264 THAT PROVIDES TAX RELIEF FOR VICTIMSOF HURRICANE MILTON. ACCORDINGLY, THE TAXPAYER IS NOT SUBJECT TO LATE FILING PENALTIES PURSUANT TO INTERNAL REVENUE CODE SECTION 7508 AND TREAS. REG. SECTION 301.7508A-1.THE TAXPAYER AND ITS TAX RETURN PREPARER ARE LOCATEDWITHIN THE FEDERALLY DECLARED DISASTER AREA DESIGNATEDIN IRS NEWS RELEASES IR-2024-264. BLACKROCK FDS V HGH YLD BND PORTFOLIO K 48074 49214 FEDERATED HRMS INSTL 48450 49312 GUGGENHEIM FDS TR 72611 70626 LORD ABBETT INV TR HIGH YIELD FC LC F3 98304 96414 PGIM HIGH YIELD FUND 98372 96961 PGIM TOTAL RETURN BOND 115433 117282 PIMCO INCOME FD 229994 235766 APPLE INC. 20446 49673 ARES CAPITAL CORPORATION 85904 98087 BANK OF AMERICA CORP. 52166 56094 BERKSHIRE HATHAWAY INC. 27679 38519 BOEING CO. 37487 44312 BROADCOM INC. 18956 63626 CISCO SYSTEMS INC. 32077 35061 CVS HEALTH CORPORATION 45323 53772 MERCK & CO INC. 28585 45461 QUALCOMM INC. 47755 59443 MICROSOFT CORP 16126 52646 NUVEEN INV TR V 130441 121755 ABOTT LABORATORIES 52688 50192 CATERPILLAR INC. 45135 65639 COHEN & STEER PFD SPECS & INCOME FD INC. CL F 134586 121854 ELI LILLY & CO. 16636 62955 HOME DEPOT INC. 41902 56488 HONEYWELL INTL INC. 49254 50540 LAM RESEARCHC CORP. 23277 57961 PEPSICO INC. 38141 42630 TEXAS INSTRUMENTS 32308 45172 BLACKSTONE INC 37067 72137 DIAMONDBACK ENERGY INC 48227 56294 MORGAN STANLEY 56884 52220 ABBVIE INC. 47800 51915 ENTERPRISE PRODUCTS PARTNERS LP 48745 59683 MCDONALDS CORP 43464 48035 TAIWAN SEMICONDUCTOR MFG 18995 24336 UNITED HEALTH GROUP INC 46515 50015 VERIZON COMMUNICATIONS 57567 60886 SECURITIES BASIS ADJUSTMENTS 2090 J.P.MORGAN ADVISORY FEES 19614 19614 0 PARTNERSHIP: PORTFOLIO DEDUCTIONS 1 1 0 PARTNERSHIP: ORDINARY BUSINESS INCOME 0 0 0 PARTNERSHIP: NON-DEDUCTIBLE EXPENSES 6 0 0 PARTNERSHIP: UBI PORTION OF ORDINARY BUISNESS LOSS 6648 0 0 JP MORGAN #74412 696663 843943 FOREIGN TAXES PAID 72 72 0