2024-11-13T10:58:44-06:00 2023-12-31 450250958 EIDE BAILLY LLP 5 TRIAD CENTER STE 600 SALT LAKE CITY UT 841801106 990PF 2023-01-01 942460894 PEERY FOUNDATION PEER 8008391754 125 W MAIN ST 1090 MIDWAY UT 84049 DAVID PEERY PRESIDENT 8008391754 2024-11-05 1 1 CHETT CAMPBELL CPA P01301037 8015322200 2024-11-04 2023 2024-10-15 13:58:12Z X 61702477 X 7065547 1255027 1255027 783148 783148 767422 315721 5182407 66151 842157 842062 10261600 2946388 0 0 0 3565 0 3037 61950 30975 30975 10612 0 3612 87504 11423 0 14704 4303 10401 178335 46701 48025 2434697 2434697 2613032 46701 2482722 7648568 2899687 152583 209529 209529 6836 36347658 38425548 38425548 8406400 1830000 8406400 8406400 10991551 14618000 14618000 0 43000 43000 49328628 61702477 61702477 46000 175528 46000 175528 X 0 0 0 0 49282628 61526949 49282628 61526949 49328628 61702477 49282628 7648568 4595753 61526949 0 61526949 S/T PAYDEN P 2023-01-01 2023-12-31 6417 6323 94 94 L/T PAYDEN P 2022-01-01 2023-12-31 4860269 5109933 -249664 -249664 PEERY/MARRIOTT/PEERY FOUNDATION/NANCY PEERY P 2022-01-01 2023-12-31 14724 14724 14724 CAPITAL GAINS DIVIDENDS P 300997 300997 300997 66151 40306 0 40306 0 40306 42913 0 0 0 42913 0 2607 2607 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A DAVID PEERY 8008391754 125 W MAIN ST 1090 MIDWAY UT 84049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 PRESIDENT 20.00 0 0 0 DENNIS T PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 SECRETARY 10.00 0 0 0 JASON D PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 TREASURER 1.00 0 0 0 JENNIFER L PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 VICE PRESIDENT 1.00 0 0 0 MILDRED D PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 VICE PRESIDENT 1.00 0 0 0 RICHARD T PEERY 125 W MAIN ST 1090 MIDWAY UT 84049 CHAIRMAN OF THE BOARD 1.00 0 0 0 NONE 0 NONE 0 0 37235339 512856 23024400 60772595 0 0 60772595 911589 59861006 2993050 2993050 40306 40306 2952744 0 2952744 0 2952744 2482722 0 2482722 2952744 2430094 2021 4603 0 2482722 2430094 4603 0 48025 0 0 0 0 0 0 0 0 2904719 0 0 0 RICHARD T PEERY X DESERET TRUST COMPANY 60 S TEMPLE SUITE 800 SALT LAKE CITY UT 84111 NONE PC PEERY FAMILY FUND 2373697 EL HUMANITARIAN 341 SOUTH MAIN ST SUITE 200 ALPINE UT 84004 NONE PC GENERAL SUPPORT 1000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 NONE PC GENERAL SUPPORT 10000 MUTTVILLE 750 FLORIDA ST SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 10000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 10000 PALO ALTO WEEKLY HOLIDAY FUND 450 CAMBRIDGE AVE PALO ALTO CA 94306 NONE PC GENERAL SUPPORT 10000 ST JOHN'S HIGH SCHOOL 4601 HYLAND AVE SAN JOSE CA 95127 NONE PC GENERAL SUPPORT 20000 2434697 0 14 1255027 16 767422 14 842157 18 315721 0 3180327 0 3180327 0 0 0 0 0 0 0 0 0 0 X X 1 THE JOCK CASASUS LIVING TRUST 2450 WATSON COURT PALO ALTO CA 94303 849147 X 2 THE JOCK CASASUS LIVING TRUST 2450 WATSON COURT PALO ALTO CA 94303 6216400 X 2 COMMERCIAL PROPERTY IN PALO ALTO 6216400 2023-03-17 ACCOUNTING 61950 30975 30975 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), THE ORGANIZATION HAS ELECTED TO APPLY $4,603 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS AND APPLY IT TO THE 2021 UNDISTRIBUTED INCOME. PAYDEN EQUITY INCOME FUND SI 21098784 21098784 PAYDEN HIGH INCOME FUND CLASS 5779733 5779733 PAYDEN US GOVERNMENT FUND 3854841 3854841 PAYDEN GNMA FUND 4808368 4808368 PAYDEN LOW DURATION FUND 963399 963399 PAYDEN LIMITED MATURITY FUND 959424 959424 PAYDEN GLOBAL LOW DURATION FUND 960999 960999 H. TAYLOR PEERY JOINT VENTURE FMV 1623000 1623000 PEERY/MARRIOTT/PEERY FOUNDATION FMV 12995000 12995000 LEGAL 3565 0 3037 FEDERAL EXCISE TAX RECEIVABLE 43000 43000 MISCELLANEOUS 1550 0 1550 DUES & SUBSCRIPTIONS 3884 0 3884 TRAVEL, CONFERENCES, MEETINGS 4967 0 4967 MAINTENANCE 3500 3500 0 INSURANCE 803 803 0 PARTNERSHIP/JOINT VENTURE INCOME 842157 842062 842157 UNREALIZED GAIN ON ASSETS 4595753 CONSULTING 10612 0 3612 FEDERAL TAXES 76081 0 0 REAL ESTATE TAXES 11423 11423 0