2024-05-20T15:40:09-05:00 2023-12-31 200708248 PIVOT CPAS PA 238 PONTE VEDRA PARK DR ST 201 PONTE VEDRA BEACH FL 32082 990PF 2023-01-01 843925692 PEACOCK FAMILY FOUNDATION INC PEAC 9046465501 1301 RIVERPLACE BLVD STE 1500 JACKSONVILLE FL 32207 LOIS A PEACOCK PRESIDENT 9046465501 2024-05-20 1 LOIS PEACOCK 999009999 0 DARRELL CLARKSON P01209339 9042802053 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1009042 X X 26804 26804 -4237 131592 0 22567 26804 0 0 0 4836 2418 2418 839 529 0 4319 4319 0 9994 7266 2418 45000 45000 54994 7266 47418 -32427 19538 15877 8264 8264 946393 921579 1000778 962270 929843 1009042 0 0 X 962270 929843 962270 929843 962270 929843 962270 -32427 0 929843 0 929843 VANGUARD SHORT TERM TREASURY ETF P 2023-01-01 2023-03-15 5840 5858 -18 -18 VANGUARD BD INDEX FDS INTERMED TERM P 2023-01-01 2023-11-08 51004 55084 -4080 -4080 NEUBERGER BERMAN EMERG MRKS EQ INSTL P 2023-01-01 2023-12-14 24120 24996 -876 -876 NEUBERGER BERMAN EMERG MRKS EQ INSTL P 2023-01-01 2023-12-14 105 109 -4 -4 VANGUARD EXTENDED MARKETS INDEX FUND P 2023-01-01 2023-12-15 24935 23365 1570 1570 FIDELITY ADVISOR INT'L REAL EST CL I P 2023-01-01 2023-12-22 23018 25889 -2871 -2871 FIDELITY ADVISOR INT'L REAL EST CL I P 2023-01-01 2023-12-22 469 528 -59 -59 CAPITAL GAINS DIVIDENDS P 2101 2101 2101 -4237 272 0 272 0 272 0 0 0 0 0 0 272 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LOIS A PEACOCK 9046465501 4441 GLEN KERNAN PARKWAY EAST JACKSONVILLE FL 32224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOIS A PEACOCK 4441 GLEN KERNAN PARKWAY EAST JACKSONVILLE FL 32224 PRESIDENT 0.00 0 0 0 LOIS A PEACOCK 4441 GLEN KERNAN PARKWAY EAST JACKSONVILLE FL 32224 TREASURER 0.00 0 0 0 LOIS A PEACOCK 4441 GLEN KERNAN PARKWAY EAST JACKSONVILLE FL 32224 SECRETARY 0.00 0 0 0 LOIS A PEACOCK 4441 GLEN KERNAN PARKWAY EAST JACKSONVILLE FL 32224 TRUSTEE 0.00 0 0 0 PAMELA PEACOCK 10667 BRIGHTMAN BLVD APT 5110 JACKSONVILLE FL 32246 TRUSTEE 0.00 0 0 0 K MAC BRACEWELL JR 1301 RIVERPLACE BLVD STE 1500 JACKSONVILLE FL 32207 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 976785 5722 0 982507 0 0 982507 14738 967769 48388 48388 272 272 48116 0 48116 0 48116 47418 0 47418 48116 39857 0 0 47418 39857 0 0 7561 0 0 0 0 0 0 0 0 40555 0 0 0 LOIS A PEACOCK X BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DR SUITE 1300 JACKSONVILLE FL 32207 NONE PUBLIC CHARITY CHARITABLE 45000 45000 0 14 26804 18 -4237 0 22567 0 22567 0 0 0 0 0 0 0 0 0 0 AQR MANAGED FUTURES FUND CL I AT COST 29795 25422 FULLER 7 THALER BEHV SMALL CAP TEQTY INSTL AT COST 51736 62514 DFA EMERGING MARKETS SMALL CAP AT COST 26719 28877 GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL AT COST 55030 56184 NEUBERGER BERMAN LONG SHORT INSTL AT COST 40882 42402 VANGUARD STRATEGIC EQUITY INVESTOR AT COST 40962 40854 PIMCO CREDIT OPPOR BOND FUND INST AT COST 26448 27500 T ROWE INSTL FLOATING RATE FUND AT COST 22197 22473 DIMENSIONAL ETF TRUST EMGR CRE EQT AT COST 39986 42843 DIMENSIONAL ETF TRUST US SMALL CAP AT COST 47752 53300 DIMENSIONAL ETF TRUST INTERNATIONAL AT COST 25023 27892 ISHARES CORE S&P 500 ETF AT COST 99967 117497 ISHARES TRUST CORE MSCI EAFE ETF AT COST 104974 128670 VANGUARD EXTENDED MARKETS INDEX FUND AT COST 46634 53272 VANGUARD INDEX FDS VANGUARD VALUE AT COST 69950 75797 ISHARES TR FL TG RATE NT ETF AT COST 19978 20096 VANGUARD SHORT TERM TREASURY ETF AT COST 24136 24032 VANGUARD SCOTTSDALE FDS VANGUARD AT COST 30037 30329 VANGUARD REAL ESTATE ETF AT COST 44697 41087 DIMENSIONAL ETF TRUST GLOBAL REAL AT COST 40030 43361 ISHARES GOLD TR ISHARES NEW AT COST 34646 36376 LEGAL FEES 4836 2418 2418 INVESTMENT MANAGMENT FEE 4311 4311 0 CHECK FEE 8 8 0 FEDERAL TAX 310 0 0 FOREIGN TAX 529 529 0