2018-11-13T16:28:33-06:00 2017-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2017-01-01 473812344 JEFFREY CARLTON CHARITABLE FOUNDATION JEFF 7144882656 9512 DODSON WAY VILLA PARK CA 92861 MICHAEL BUXTON TRUSTEE 7144882656 2018-11-13 1 BINA PATEL P00971719 7144367100 167.219.0.140 2018-11-13 15:43:23 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F7AC449C45F1547E67405DA6764A0A04EEFCABEE 2017 2019-02-21 02:37:17Z X 286309053 X 5560979 5457145 6068479 2872331 30682770 3013936 0 -85746 13890455 8996669 271168 135584 126833 29741 14871 14871 60503 30252 30252 611334 81487 0 0 3321 0 3321 446220 792041 175277 13100000 13100000 13546220 792041 13275277 344235 8204628 16315088 3776985 3776985 98089 16602 16602 236865009 282515466 282515466 253278186 286309053 286309053 62209 70960 62209 70960 X 253215977 286238093 253215977 286238093 253278186 286309053 253215977 344235 32677881 286238093 0 286238093 NORTHERN TRUST #U7438 2017-12-31 30521669 27668834 2852835 2852835 PARTNERSHIP GAIN/LOSS 2017-12-31 141605 141605 141605 CAPITAL GAINS DIVIDENDS P 19496 19496 19496 3013936 0 12686214 239816047 0.052900 10530792 235984615 0.044625 0.097525 0.048763 268977363 13116143 82046 13198189 13275277 X 82046 0 82046 0 82046 93862 85000 0 178862 X 0 96816 96816 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHAEL BUXTON 7144882656 9512 DODSON WAY VILLA PARK CA 92861 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL BUXTON 9512 DODSON WAY VILLA PARK CA 92861 TRUSTEE 40.00 271168 0 0 NONE 0 NORTHERN TRUST COMPANY 660 NEWPORT CENTER DRIVE SUITE 1100 NEWPORT BEACH CA 92660 FINANCIAL SERVICES 611334 0 0 266349794 6723671 0 273073465 0 0 273073465 4096102 268977363 13448868 13448868 82046 82046 13366822 0 13366822 0 13366822 13275277 0 13275277 82046 13193231 13366822 0 0 3190850 782558 3973408 13275277 0 0 0 13275277 0 91545 91545 3881863 0 0 0 0 0 0 0 3881863 3099305 782558 X HOAG HOSPITAL FOUNDATION ONE HOAG DRIVE BUILDING 44 SUITE 300 NEWPORT BEACH CA 92663 NONE PC TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE 3275000 PARALYZED VETERANS OF AMERICA NATIONAL HEADQUARTERS 801 EIGHTEENTH STREET NW WASHINGTON DC 200063517 NONE PC TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE 3275000 PRINCIPLES INC DBA IMPACT DRUG AND ALCOHOL TREATMENT CENTER PO BOX 93607 PASADENA CA 91109 NONE PC TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE 3275000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE 3275000 13100000 0 14 5457145 18 2872331 0 8329476 0 8329476 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY M CARLTON ADMINISTRATIVE TRUST 9512 DODSON WAY VILLA PARK CA 92861 5537837 X 2 PRESS FORGE COMPANY 9512 DODSON WAY VILLA PARK CA 92861 23143 X ACCOUNTING FEES 60503 30252 30252 INVESTMENTS: SECURITIES FMV 282515466 282515466 LEGAL FEES 29741 14871 14871 OTHER 3086 0 3086 FILING FEES 235 0 235 PARTNERSHIP INCOME -85746 UNREALIZED GAIN/LOSS ON SECURITIES 32677881 FEDERAL EXCISE TAX 81487 0 0