2024-08-28T09:55:22-05:00 2023-12-31 200708248 PIVOT CPAS PA 238 PONTE VEDRA PARK DR ST 201 PONTE VEDRA BEACH FL 32082 990PF 2023-01-01 597195330 THE PEASE FAMILY FOUNDATION TRUST PEAS 9042809536 7575 FOUNDERS WAY PONTE VEDRA BEACH FL 32082 GARY B PEASE TRUSTEE 9042809536 2024-08-23 1 0 DEBRA SMITH P01613802 9042802053 2023 2024-08-08 14:25:15Z X 357924 X 41943 X 5494 5494 21560 81976 21560 68997 27054 0 0 0 0 0 1105 553 0 552 292 110 0 0 1965 0 0 0 3362 663 0 552 17875 17875 21237 663 0 18427 47760 26391 0 6579 4918 4918 6683 11535 11535 173091 201819 341471 186353 218272 357924 0 0 X 186353 218272 186353 218272 186353 218272 186353 47760 0 234113 15841 218272 LEGACY #0144 SHORT-TERM P 2023-12-31 25895 26532 -637 -637 LEGACY #0144 LONG-TERM P 2023-12-31 55876 33884 21992 21992 CAPITAL GAIN DISTRIBUTIONS P 2023-12-31 205 205 205 21560 367 0 367 0 367 0 0 0 0 0 0 367 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A GARY B PEASE 9042809536 7575 FOUNDERS WAY PONTE VEDRA BEACH FL 32082 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY B PEASE 7575 FOUNDERS WAY PONTE VEDRA BEACH FL 32082 TRUSTEE 1.00 0 0 0 HOPE C PEASE 7575 FOUNDERS WAY PONTE VEDRA BEACH FL 32082 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 CONTRIBUTIONS MADE TO 16 CHARITABLE ORGANIZATIONS, THE LARGEST OF WHICH WAS $6,500 AND THE NEXT LARGEST CONTRIBUTION WAS $4,000. 0 0 328809 8226 0 337035 0 0 337035 5056 331979 16599 16599 367 367 16232 0 16232 0 16232 18427 0 18427 16232 0 0 773 1266 627 1123 3789 18427 0 0 0 16232 2195 0 0 5984 0 0 0 0 0 0 773 5211 1266 627 1123 2195 GARY B PEASE X AMERICAN FOUNDATION FOR RELIEF AND RECONCIL IN THE MIDDLE EAST PO BOX 2323 SANTA CRUZ CA 95063 PF GENERAL PURPOSES 700 CHRIST THE REDEEMER CHURCH 190 S ROSCOE BOULEVARD PONTE VEDRA BEACH FL 32082 PC GENERAL PURPOSES AND VACATION BIBLE SCHOOL 6500 FOUNDATION STONE MINISTRIES PO BOX 1455 ORANGE PARK FL 32067 PC GENERAL PURPOSES 500 HARVEST COMMUNITY SCHOOL 8301 FORT CAROLINE ROAD JACKSONVILLE FL 32277 PC GENERAL PURPOSES 500 INTERVARSITY CHRISTIAN FELLOWSHIP 6400 SCHROEDER ROAD MADISON WI 53707 PC GENERAL PURPOSES 700 JAY-FM - RADIO TRAINING NETWORK 6469 PARKLAND DR SARASOTA FL 34243 PC GENERAL PURPOSES 500 LIMELIGHT THEATER INC 11 OLD MISSION AVENUE ST AUGUSTINE FL 32084 PC GENERAL PURPOSES 500 OKOA REFUGE 2565 PHILIPS HWY JACKSONVILLE FL 32207 PC GENERAL PURPOSES 500 SEAMARK RANCH 1 SAN JOSE PLACE SUITE 31 JACKSONVILLE FL 32257 PC GENERAL PURPOSES 950 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND FL 10306 PC GENERAL PURPOSES 500 WESTMINISTER PRESBY CHURCH 3722 BELFORT ROAD JACKSONVILLE FL 32216 PC GENERAL PURPOSES 500 YOUTH WITH A MISSION 117 1ST AVE N JACKSONVILLE BEACH FL 32250 PC GENERAL PURPOSES 4000 AMERICAN HEART ASSOCIATION 7751 BAYMEADOWS RD E STE 106E JACKSONVILLE FL 32256 PC GENERAL PURPOSE 525 CALVARY HOME HOSPICE 1740 EASTCHESTER ROAD BRONX NY 10461 PC GENERAL PURPOSE 250 TOM COUGHLIN JAY FUND P O BPX 50798 JACKSONVILLE BEACH FL 32240 PC GENERAL PURPOSE 500 PEEKSKILL COMMUNITY VOLUNTEER AMBULANCE CORPS 1427 MAIN ST PEEKSKILL NY 10566 PC GENERAL PURPOSE 250 17875 0 5494 21560 0 0 27054 27054 4 AUGMENTS PUBLIC CONTRIBUTIONS TO ALLOW LARGER FUTURE GRANTS 8 AUGMENTS PUBLIC CONTRIBUTIONS TO ALLOW LARGER FUTURE GRANTS 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1105 553 0 552 VANGUARD FTSE DVLPD MARKET ETF 9909 11783 JPMORGAN TR II CORE BOND SEL 15511 13908 ISHARES CORE S&P 500 ETF 59730 119094 JOHCM INTL SELECT INSTL 16380 17710 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 3962 4125 APPLE INC 11792 77012 DFA INVT DIMENSIONS GROUP 5250 6069 WESTERN ASSET CORE BOND FD 2960 2832 SCHWAB STRATEGIC TR SCHG 4254 7798 SCHWAB STRATEGIC FNDX 2130 3159 AMG TR IV RIVR RD SML CP I 3615 4736 DIMENSIONAL ETF TRUST FMGR CRE EQT MNG 5522 6630 FIDELITY SALEM STREET TRUST 3286 3348 ALPHABET INC CLASS A 18121 20954 ARISTA NETWORKS INC 21192 23551 TJX CO INC NEW 18205 18762 CURRENT YEAR ADJUSTMENT 15841 INVESTMENT FEES 1965 0 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 110 110 0 0 TAX ON INVESTMENT INCOME 182 0 0 0