2025-06-20T13:12:22-05:00 2024-12-31 471988668 PUCKETT CLEMENT AND SCHELLENBERG PC 1111 W LONG LAKE RD STE 200 TROY MI 48098 990PF 2024-01-01 371557038 R HUGH ELLIOTT FAMILY FOUNDATION ELLI 2484752000 1882 POND RUN ROAD AUBURN HILLS MI 483262768 R HUGH ELLIOTT DIRECTOR 2484752000 2025-06-20 1 0 JAMES A CLEMENT CPA P00153947 2489529520 2024 2025-03-06 01:10:19Z X 23028618 X 1741600 145334 145334 694306 694306 450116 5924587 600740 201 201 3031557 1440581 0 0 0 111460 111460 0 111460 111460 0 1090000 1090000 1201460 111460 1090000 1830097 1329121 502832 1866864 1866864 2098620 1100869 1101235 13461482 15930088 19079629 1077357 155498 148577 613232 530301 832313 17753523 19583620 23028618 0 0 X 0 0 0 0 17753523 19583620 17753523 19583620 17753523 19583620 17753523 1830097 0 19583620 0 19583620 200000 UNITS DTE ELECTIC CO MTG P 2024-02-26 2024-03-15 200000 199996 4 4 250000 UNITS GOLDMAN SACHS GRP P 2024-02-26 2024-11-01 250000 250000 0 0 1870 SHS NVIDIA CORP D 2024-08-06 200361 10360 190001 190001 250000 UNITS ROYAL BANK OF CANADA P 2023-03-01 2024-02-16 250000 250000 0 0 1550 SHS ALPHABET INC CL C D 2024-08-06 250691 70534 180157 180157 1500 SHS ALPHABET INC CL A P 2019-12-24 2024-08-06 239903 44499 195404 195404 60 SHS ALPHABET INC CL A P 2011-12-29 2024-08-06 9596 839 8757 8757 600 SHS AMAZON P 2018-11-20 2024-08-06 98562 44846 53716 53716 480 SHS APPLE INC P 2020-03-16 2024-08-06 100363 30273 70090 70090 615 SHS CONSTELLATION BRANDS P 2019-11-19 2024-08-06 147743 102699 45044 45044 1385 SHS DIAGEO PLC P 2020-02-13 2024-08-06 168202 173492 -5290 -5290 4270 SHS INTEL COPR P 2022-10-28 2024-08-06 85584 143416 -57832 -57832 250000 UNITS JPMORGAN CHASE P 2023-03-01 2024-11-29 250000 250000 0 0 71 SHS LAUDER ESTEE P 2019-12-27 2024-08-06 6670 14747 -8077 -8077 1000 SHS QUALCOMM INC P 2022-01-26 2024-08-06 162230 168420 -6190 -6190 500000 UNITS US TREASURY NOTE P 2023-03-20 2024-10-31 500000 500000 0 0 500000 UNITS US TREASURY NOTE P 2023-03-01 2024-12-02 500000 500000 0 0 427 SHS MEDTRONIC P 2020-04-13 2024-08-06 34682 47070 -12388 -12388 100000 UNITS BANK OF AMERICA P 2019-03-25 2024-10-23 100000 108610 -8610 -8610 1000000 UNITS FIDELITY FUNDS P 2023-03-20 2024-12-10 1000000 1000000 0 0 100000 UNITS JPMORGAN CHASE P 2017-02-10 2024-05-01 100000 110625 -10625 -10625 270000 UNITS JPMORGAN CHASE P 2017-07-26 2024-04-30 270000 303418 -33418 -33418 1000000 UNITS FIDELITY FUNDS P 2022-12-28 2024-04-04 1000000 1000003 -3 -3 600740 18475 0 18475 0 18475 8507 0 10000 0 18507 0 32 32 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 111446 0 0 20540010 653903 0 21193913 0 0 21193913 317909 20876004 1043800 1043800 18475 18475 1025325 0 1025325 0 1025325 1090000 0 1090000 1025325 696897 0 0 1090000 696897 0 0 393103 0 0 0 0 0 0 0 0 632222 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 JUPITER FIRST CHURCH 1475 INDIAN CREEK PKWY JUPITER FL 33458 N/A GENERAL FUND DONATION 2500 SAVE THE GIRAFFES NOW 8333 DOUGLAS AVE STE 300 DALLAS TX 75225 N/A GENERAL FUND DONATION 2500 OAKLAND UNIVERSITY GOLF PROGRAM JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-GOLF PROGRAM 85000 1090000 0 145334 694306 201 450116 0 0 1289957 1289957 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 800000 X 2 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 941600 X X 2 4000 SHARES JP MORGAN CHASE 941600 2024-12-20 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 155498 148577 WELLS FARGO #1082 8995496 12696669 WELLS FARGO #7168 6934592 6382960 1100869 1101235 0 0 JACKSON NATIONAL ANNUITY 613232 530301 832313 INVESTMENT EXPENSES-WF #1082 111446 111446 0 FOREIGN FEES- #1082 14 14 0 MISC 201 201 201