2020-06-23T11:44:51-05:00 2019-12-31 471988668 PUCKETT CLEMENT AND SCHELLENBERG PC 1111 W LONG LAKE RD STE 200 TROY MI 48098 990PF 2019-01-01 371557038 R HUGH ELLIOTT FAMILY FOUNDATION RHUG 2484752000 1882 POND RUN ROAD AUBURN HILLS MI 483262768 R HUGH ELLIOTT DIRECTOR 2484752000 2020-06-23 1 JAMES A CLEMENT CPA P00153947 2489529520 2019 2022-09-23 18:48:47Z X 13312523 X 1949338 10073 10073 186635 186635 48775 6092542 1704658 2194821 1901366 0 0 0 5500 0 0 83661 83661 0 89161 83661 0 422000 422000 511161 83661 422000 1683660 1817705 1211765 238061 238061 6567804 9165350 10865441 905178 1047928 1042373 1018274 935342 1166648 9703021 11386681 13312523 0 0 X 0 0 0 0 9703021 11386681 9703021 11386681 9703021 11386681 9703021 1683660 0 11386681 0 11386681 UBS FIN SVC #46962-PUBLICLY TRADED SECURITIES P 260871 231811 29060 29060 UBS FIN SVC #45316-PUBLICLY TRADED SECURITIES P 1716685 1708420 8265 8265 UBS FIN SVC #45316-PUBLICLY TRADED SECURITIES P 1549290 1564315 -15025 -15025 UBS FIN SVC #46962-PUBLICLY TRADED SECURITIES P 324322 305789 18533 18533 1074 SHS AMGEN INC D 2009-01-07 2019-01-28 205869 62680 143189 143189 3251 SHS APPLE INC D 793886 209404 584482 584482 5992 SHS MICROSOFT D 2000-12-26 2019-01-28 628976 138587 490389 490389 4205 SHS JOHNSON & JOHNSON D 2019-12-24 612643 166878 445765 445765 1704658 0 325000 8565702 0.037942 246400 6570653 0.037500 191000 4906933 0.038925 194664 3814034 0.051039 174650 3899998 0.044782 0.210188 0.042038 10727027 450943 18177 469120 422000 36354 0 36354 0 36354 5513 0 0 5513 7 30848 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 UBS FINANCIAL SERVICES INC 1000 HARBOR BLVD WEEHAWKEN NJ 07086 INVESTMENT ADVISORY SERVICES 83104 0 0 10321034 569349 0 10890383 0 0 10890383 163356 10727027 536351 536351 36354 36354 499997 0 499997 0 499997 422000 0 422000 0 422000 499997 421572 0 0 422000 421572 0 0 428 0 0 0 0 0 0 0 0 499569 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 DUNBAR EARLY LEARNING 12100 SE LANTANA AVE HOBE SOUND FL 33455 N/A TO PROVIDE EDUCATION SUPPORT 5000 IMERMAN ANGELS 205 W RANDOLPH ST 19TH FL CHICAGO IL 60606 N/A TO PROVIDE MEDICAL SUPPORT 2000 JUPITER FIRST CHURCH 1475 INDIAN CREEK PARKWAY JUPITER FL 33458 N/A PROVIDE SUPPORT OF A RELIGIOUS ORGANIZATION 10000 JUPITER MEDICAL CENTER 1210 S OLD DIXIE HWY JUPITER FL 33458 N/A SUPPORT OPERATIONS OF MEDICAL CENTER 1500 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-MENS GOLF 25000 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-WOMENS BASKETBALL 25000 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-MILITARY APPRECIATION FUND 100000 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-WOMENS GOLF 25000 DOWNTOWN ROCHESTER 308 1/2 MAIN ST ROCHESTER MI 48307 N/A PROVIDE SUPPORT FOR MEMORIAL GARDENFUNDS TO SUPPORT A MEMORIAL GARDEN 153500 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-SCHOOL OF BUSINESS 50000 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A PROVIDE SUPPORT OF PUBLIC UNIVERSITY-GOLDEN GRIZZLIES CHAMPION FD 5000 OAKLAND UNIVERSITY JOHN DODGE HOUSE 507 GOLF VIEW ROCHESTER MI 48309 N/A ROVIDE SUPPORT OF PUBLIC UNIVERSITY-ATHLETICS COMMUNICATIONS GIFT 10000 MOTOR CITY VETERANS HOCKEY 7426 DIBROVA DR BRIGHTON MI 48116 N/A SUPPORT OF VETERANS 10000 422000 0 10073 186635 48775 0 0 245483 245483 3 INTEREST FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING 4 DIVIDENDS FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING 8 GAINS FROM INVESTMENTS HELPS PROVIDE FUNDS 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 700000 X 2 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 635198 X 3 R HUGH ELLIOTT 425 BEACH ROAD APT 10R JUPITER FL 334693806 614140 X 2 2250 SHARES APPLE INC 635198 2019-12-23 3 4205 SHS JOHNSON & JOHNSON 614140 2019-12-23 1047928 1042373 9165350 10865441 JACKSON NATIONAL ANNUITY 1018274 935342 1166648 INVESTMENT EXPENSES-UBS #45316 65115 65115 0 INVESTMENT EXPENSES-UBS #46962 17814 17814 0 FOREIGN FEES-UBS #45316 41 41 0 INVESTMENT EXPENSES-UBS #46638 175 175 0 FOREIGN TAX-UBS #45316 516 516 0 EXCISE TAX 5500 0 0