2025-11-05T13:45:58-06:00 2024-12-31 450250958 EIDE BAILLY LLP 5 TRIAD CENTER STE 600 SALT LAKE CITY UT 841801106 990PF 2024-01-01 942460894 PEERY FOUNDATION PEER 8008391754 125 W MAIN ST 1090 MIDWAY UT 84049 DAVID PEERY PRESIDENT 8008391754 2025-11-04 1 1 CHETT CAMPBELL CPA P01301037 8015322200 2025-11-04 2024 2025-03-06 01:10:19Z X 64137635 X 0 X 1443073 1443073 804684 804684 787218 3424452 5534452 3616780 675296 675296 6347505 6539833 0 0 0 476 0 476 56070 28035 28035 8500 0 1500 158911 11406 0 27868 0 27868 9411 6060 3351 261236 45501 61230 2904719 2914719 3165955 45501 2975949 3181550 6494332 209529 165127 165127 57500 57500 57500 38425548 40890608 40890608 8406400 8406400 8406400 8406400 14618000 14618000 14618000 43000 0 0 61702477 64137635 64137635 175528 234395 175528 234395 X 0 0 0 0 61526949 63903240 61526949 63903240 61702477 64137635 61526949 3181550 0 64708499 805259 63903240 L/T PAYDEN COVERED P 2023-01-01 2024-12-31 2110000 1917672 192328 192328 S/T PEERY/MARRIOTT/PEERY FOUNDATION P 2024-01-01 2024-12-31 632 632 632 L/T PEERY/MARRIOTT/PEERY FOUNDATION P 2023-01-01 2024-12-31 161712 161712 161712 CAPITAL GAINS DIVIDENDS P 3262108 3262108 3262108 3616780 90271 0 90271 0 90271 2607 0 0 0 2607 X 4778 92442 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 41284366 459708 23024400 64768474 0 0 64768474 971527 63796947 3189847 3189847 90271 90271 3099576 0 3099576 0 3099576 2975949 0 2975949 3099576 2904719 0 0 2975949 2904719 0 0 71230 0 0 0 0 0 0 0 0 3028346 0 0 0 RICHARD T PEERY X CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 5000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 NONE PC GENERAL SUPPORT 10000 STANFORD STROKE CENTER 326 GALVEZ STREET STANFORD CA 94305 NONE PC GENERAL SUPPORT 25000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 NONE PC GENERAL SUPPORT 2854719 BAY AREA FRIENDSHIP CIRCLE 3921 FABIAN WAY A023 PALO ALTO CA 94303 NONE PC GENERAL SUPPORT 10000 WEIRA INC 3120 RADIANT WAY ROSEVILLE CA 95747 NONE PC GENERAL SUPPORT 10000 2914719 0 14 1443073 16 787218 14 675296 18 3424452 0 6330039 0 6330039 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 56070 28035 28035 PAYDEN EQUITY INCOME FUND SI 23341905 23341905 PAYDEN HIGH INCOME FUND CLASS 6130092 6130092 PAYDEN US GOVERNMENT FUND 3600275 3600275 PAYDEN GNMA FUND 4163619 4163619 PAYDEN LOW DURATION FUND 1001090 1001090 PAYDEN LIMITED MATURITY FUND 1004922 1004922 PAYDEN GLOBAL LOW DURATION FUND 998235 998235 PAYDEN CASH RESERVES MNY MKT FND-INV 650470 650470 H. TAYLOR PEERY JOINT VENTURE FMV 1623000 1623000 PEERY/MARRIOTT/PEERY FOUNDATION FMV 12995000 12995000 LEGAL 476 0 476 FEDERAL EXCISE TAX RECEIVABLE 43000 0 0 UNREALIZED GAIN ON ASSETS 805259 DUES & SUBSCRIPTIONS 3351 0 3351 MAINTENANCE 5100 5100 0 INSURANCE 960 960 0 PARTNERSHIP/JOINT VENTURE INCOME 675296 675296 675296 CONSULTING 8500 0 1500 FEDERAL TAXES 147505 0 0 REAL ESTATE TAXES 11406 11406 0