2025-04-12T05:11:37-07:00 2024-12-31 Larry P King CPA 7452 Oakmark Rd Harmony FL 34773 990PF 2024-01-01 656346631 THE PATTON CHARITABLE FOUNDATION PATT 9142321485 66 GOMEZ ROAD HOBE SOUND FL 33455 Jennifer Patton Trustee 9142321485 2025-03-21 true true Larry P King CPA P00568929 4077374076 X 2024 2025-03-06 01:10:19Z X 748635 X X 34 34 31952 31952 17962 118043 17962 49948 49948 3000 3000 4444 4444 600 600 8044 5044 3000 93450 93450 101494 5044 96450 -51546 44904 16984 10 10 8231 8231 72255 70533 68523 439973 357637 609813 71276 65952 59180 2491 2852 2878 602979 505215 748635 0 X 602979 505215 602979 505215 602979 505215 602979 -51546 551433 46218 505215 FIDELITY SHORT-TERM P 2024-03-25 2024-12-19 16340 17021 -681 -681 FIDELITY LONG-TERM P 2019-01-25 2024-12-19 58249 42587 15662 15662 FNZ SHORT-TERM P 2023-10-30 2024-04-02 10367 8663 1704 1704 FNZ LONG-TERM P 2023-02-06 2024-07-16 33087 31810 1277 1277 17962 1023 624 624 624 858 500 1358 734 734 false false false false false false false true true FL true false false false false true https://www.guidestar.org SCS Financial Services LLC 6172046400 888 Boylston St Ste 1010 Boston MA 02199 false false false false false false false false false false false false false false false false false false false false false false Mary Ann B Casey 66 Gomez Road Hobe Sound FL 33455 Trustee 0.00 0 Edward B Patton 2429 Bissonnet St Unit 455 Houston TX 77005 Trustee 0.00 0 Pamela W Patton 8 East 96th St Apt 15B New York NY 10128 Trustee 0.00 0 Richard R Patton 28 Old Concord Road Lincoln MA 01773 Trustee 0.00 0 Jennifer Patton 73 Round Hill Rd Great Barrington MA 01230 Trustee 0.00 0 NONE NONE 739323 12613 0 751936 0 751936 11279 740657 37033 37033 624 624 36409 36409 36409 96450 96450 36409 362385 133038 92350 93150 111163 792086 96450 96450 36409 36409 852127 0 325976 526151 133038 92350 93150 111163 96450 X THE BERKSHIRE SCHOOL 245 N UNDERMOUNTAIN RD SHEFFIELD MA 01257 PC EDUCATION 6500 CHRIST MEMORIAL CHAPEL 52 SOUTH BEACH RD HOBE SOUND FL 33455 PC RELIGIOUS 11000 JUPITER ISLAND HISTORICAL SOCIETY PO BOX 938 HOBE SOUND FL 33475 PC COMMUNITY 150 JUPITER ISLAND ARTS COUNCIL 11870 SE DIXIE HWY HOBE SOUND FL 33455 PC ARTS 11800 CENTER FOR PLANT CONSERVATION 15600 SAN PASQUAL VALLEY RD ESCONDIDO CA 92027 PC CONSERVATION 500 GROTON SCHOOL 282 FARMERS ROW GROTON MA 01450 PC EDUCATION 1000 NASHOBA BROOKS SCHOOL 200 STRAWBERRY HILL RD CONCORD MA 01742 PC EDUCATION 500 THE WILY NETWORK 189 WELLS AVE NEWTON MA 02459 PC EDUCATION 1000 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 PC EDUCATION 1000 CROHNS & COLITIS FOUNDATION 733 THIRD AVE SUITE 510 NEW YORK NY 10017 PC HEALTH 250 PRINCETON UNIVERSITY 20 WASHINGTON RD PRINCETON NJ 08544 PC EDUCATION 1000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC EDUCATION 1000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 PC EDUCATION 500 THE CONSERVATION FUND 1655 N FORT MYER DR ARLINGTON VA 22209 PC CONSERVATION 1000 BROWN UNIVERSITY 73 WATERMAN ST PROVIDENCE RI 02912 PC EDUCATION 1000 UNIVERSITY OF PENNSYLVANIA 3101 WALNUT ST PHILADELPHIA PA 19104 PC EDUCATION 2500 MADDIE MAE FUND 225 N MICHIGAN AVE CHICAGO IL 60601 PC HEALTH 1000 US ROWING 1 SOUTH POST ROAD WEST WINDSOR NJ 08550 PC SPORTS 2500 BROWN UNIVERSITY SPORTS FOUNDATION 131 145 SOUTH ST PROVIDENCE RI 02903 PC SPORTS 1000 UNITARIAN CHURCH OF ALL SOULS 1157 LEXINGTON AVE NEW YORK NY 10075 PC RELIGIOUS 2000 NATIONAL DANCE INSTITUTE 217 W 147th ST NEW YORK NY 10039 PC ARTS 500 ST BERNARDS SCHOOL 4 E 98th ST NEW YORK NY 10029 PC EDUCATION 500 SEMPER FI 825 COLLEGE BLVD OCEANSIDE CA 92057 PC WELFARE 1000 SHANTIDEVA CENTER PO BOX 828 NEW YORK NY 10108 PC SPIRITUAL 1000 COLBY COLLEGE 4000 MAYFLOWER HILL DR WATERVILLE ME 04901 PC EDUCATION 1000 BEAVER ANGELS 733 THIRD AVE 16th FL NEW YORK NY 10017 PC WELFARE 1000 THE TRINITY SCHOOL 139 W 91st ST NEW YORK NY 10024 PC EDUCATION 3000 SOCIAL & ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS RD STE 201 CALABASAS CA 91302 PC WELFARE 1000 HOBE SOUND COMMUNITY CHEST 11450 SE DIXIE HWY HOBE SOUND FL 33455 PC WELFARE 5000 JUPITER ISLAND MEDICAL CENTER FOUNDATION 100 ESTRADA SQ HOBE SOUND FL 33455 PC HEALTH 5000 CURE PSP 30 E PADONIA RD 201 TIMONIUM MD 21093 PC HEALTH 5000 GUARDIANS OF MARTIN COUNTY PO BOX 1489 HOBE SOUND FL 33475 PC CONSERVATION 1000 GENERATIONS UNITED 1331 H ST NW WASHINGTON DC 20005 PC WELFARE 1000 WESTMINSTER SCHOOL 995 HOPMEADOW ST SIMSBURY CT 06070 PC EDUCATION 500 TREASURE COAST HOSPICE 9065 SE BRIDGE RD HOBE SOUND FL 33455 PC HEALTH 500 VASSAR COLLEGE 124 RAYMOND AVE POUGHKEEPSIE NY 12604 PC EDUCATION 500 SOUTH FLORIDA PBS PO BOX 610002 MIAMI FL 33261 PC JOURNALISM 250 MISS PORTERS SCHOOL 60 MAIN ST FARMINGTON CT 06032 PC EDUCATION 10000 TRUDEAU INSTITUTE 154 ALGONQUIN AVE SARANAC LAKE NY 12983 PC HEALTH 1000 MALTZ THEATRE 1001 E INDIANTOWN RD JUPITER FL 33477 PC ARTS 1000 BANNER LAKE CLUB 12212 SE LANTANA AVE HOBE SOUND FL 33475 PC WELFARE 1000 TOWN OF JUPITER ISLAND 2 BRIDGE RD HOBE SOUND FL 33455 GOV WELFARE 500 APOLLO SCHOOL FOUNDATION 9141 SE APOLLO ST HOBE SOUND FL 33455 PC ARTS 250 THE CHILDRENS INSTITUTE 1405 SHADY AVE PITTSBURGH PA 15217 PC WELFARE 1000 LOAVES AND FISHES 9307 SE OLYMPUS ST HOBE SOUND FL 33455 PC WELFARE 500 J FIELD FOUNDATION PO BOX 5 WHITE STONE VA 22578 PC WELFARE 500 CRISTO REY NY HIGH SCHOOL 112 E 106th ST NEW YORK NY 10029 PC EDUCATION 1000 PEACE ON THE STREET 451 E 117th ST NEW YORK NY 10035 PC ARTS 1000 1000 FRIENDS OF FLORIDA 308 N MONROE ST TALLAHASSEE FL 32301 PC CONSERVATION 500 THE FOOTE SCHOOL 50 LOOMIS PLACE NEW HAVEN CT 06511 PC EDUCATION 250 93450 14 34 14 31952 18 17962 49948 49948 false false false false false false false false false false Tax Return Preparation 3000 0 0 3000 DOUBLELINE TOTAL RETURN BOND 24351 20690 GUGGENHEIM LTD DURATION 18446 17792 GUGGENHEIM TOTAL RETURN BOND 23155 20698 EDGEWOOD GROWTH FUND 28656 34605 HARTFORD INTL VALUE FUND 27737 38906 WCM FOCUSED INTL GROWTH FUND 19312 37693 VICTORY SYCAMORE EST VALUE 26460 34160 SPDR S&P GROWTH ETF 23668 40598 SPDR SER TR S&P METALS MNG 2643 2670 VANGUARD DEV MKTS INDEX 88915 114737 VANGUARD WORLD ENERGY 4709 4770 VANGUARD INTL EQUITY INDEX 24528 29899 VANGUARD REAL ESTATE ETF 3406 3328 VANGUARD INDEX FDS VALUE 24131 43420 VANGUARD INDEX FDS TOTAL STK 83472 225027 70533 68523 INVESCO ACTIVELY MNGD FD OPTIMUM AT COST 2852 2878 COST BASIS ADJUSTMENT 46218 FIDELITY - ACCOUNT MANAGEMENT 684 684 0 0 FNZ - ACCOUNT MANAGEMENT 2259 2259 0 0 SCS - ADVISOR FEE 1501 1501 0 0 FIDELITY - FOREIGN TAX 397 397 FNZ - FOREIGN TAX 203 203