2024-04-05T11:40:02-07:00 2023-12-31 Larry P King CPA 7452 Oakmark Rd Harmony FL 34773 990PF 2023-01-01 656346631 The Patton Charitable Foundation PATT 7725469891 66 Gomez Road Hobe Sound FL 33455 Jennifer Patton Trustee 7725469891 2024-03-27 true Jennifer Patton XXX-XX-XXXX true Larry P King P00568929 4077581730 2024-04-05 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 755235 X X 19758 19758 43176 242191 43176 1940 0 0 62934 62934 1940 0 3000 3000 3103 3103 452 452 0 0 6555 3555 3000 145050 0 151605 3555 3000 -88671 59379 1940 10011 16984 16984 0 0 467572 442464 601349 160782 143531 136902 0 0 0 0 0 0 638365 602979 755235 0 0 0 0 0 X 638365 602979 638365 602979 638365 602979 638365 -88671 53285 602979 602979 FNZ TRUST CO. FORM 1099-B SHORT TERM P 2022-12-14 2023-12-11 53863 0 51759 2104 0 0 0 2104 FNZ TRUST CO. FORM 1099-B LONG TERM P 2020-06-03 2023-02-06 188214 0 146978 41236 0 0 0 41236 INVESCO DB COMMODITY INDEX TRACKING FUND P 2023-02-06 2023-12-31 114 0 278 -164 0 0 0 -164 43176 1940 825 0 825 0 825 933 933 -933 108 108 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 false false false false Mary Ann B Casey 66 Gomez Road Hobe Sound FL 33455 Trustee 0.50 0 0 0 Edward B Patton 5122 Morningside Dr Houston TX 77005 Trustee 0.50 0 0 0 Pamela W Patton 8 East 96th St Apt 15B New York NY 10128 Trustee 0.50 0 0 0 Richard R Patton 268 Elm Street Concord MA 01742 Trustee 0.50 0 0 0 Jennifer Patton 328 Cherry Street Bedford Hills NY 10507 Trustee 0.50 0 0 0 NONE 0 NONE 0 None 0 None 0 0 0 0 0 0 0 0 0 0 0 0 825 825 0 0 0 3000 0 3000 0 80050 362385 133038 92350 93150 760973 3000 0 3000 763973 0 0 0 0 80050 683923 362385 133038 92350 93150 3000 None None X Groton School 282 Farmers Row Groton MA 01450 Public Annual FundEducationSecondary 1000 Westminster School 995 Hopmeadow Street Simsbury CT 06070 Public Special FundEducationSecondary 500 Nashoba Brooks School 200 Strawberry Hill Road Concord MA 01742 Public Annual FundEducationPrimary 500 Miss Porter's School 60 Main Street Farmington CT 06032 Public Annual FundEducationYoung Women 10000 CurePSP 30 E Padonia Road 201 Timonium MD 21093 Public Annual FundHealth ResearchBrain Diseases 5000 Unitarian Church of All Souls 1157 Lexington Ave New York NY 10075 Public Annual FundSpiritualWelfare 1000 Semper Fi & America's Fund 825 College Blvd Oceanside CA 92057 Public Annual FundMilitaryWelfare 1000 Generations United 1331 H Street NW Washington DC 20005 Public Annual FundIntergenerationalWelfare 1000 Christ Memorial Chapel 52 South Beach Road Hobe Sound FL 33455 Public Annual FundSpiritualWelfare 10500 Jupiter Medical Center Foundation 100 Estrada Sq Hobe Sound FL 33455 Public Annual FundCommunityHealthcare 5000 Hobe Sound Community Chest 11450 SE Dixie Hwy Hobe Sound FL 33455 Public Annual FundCommunityWelfare 5000 The Children's Institute 1405 Shady Ave Pittsburgh PA 15217 Public Annual FundWelfareChildren 1000 Guardians of Martin County PO Box 1489 Hobe Sound FL 33475 Public Annual FundEnvironmentConservation 1000 Trudeau Institute 154 Algonquin Ave Saranac Lake NY 12983 Public Annual FundResearchMedical 1000 1000 Friends of Florida 308 N Monroe St Tallahassee FL 32301 Public Annual FundEnvironmentConservation 500 Treasure Coast Hospice 9065 SE Bridge Road Hobe Sound FL 33455 Public Annual FundCommunityHealth Care 500 Vassar College 124 Raymond Ave Poughkeepsie NY 12604 Public Annual FundEducationHigher 500 Loaves & Fishes 9307 SE Olympus St Hobe Sound FL 33455 Public Annual FundCommunityNuitrition 500 The Foote School 50 Loomis Place New Haven CT 06511 Public Annual FundEducationPrimary 250 Shantideva Center PO Box 828 New York NY 10108 Public Annual FundSpiritualTibetan Buddhism 1000 Banner Lake Club 12212 SE Lantana Ave Hobe Sound FL 33475 Public Annual FundDevelopmentYouth 1000 Cristo Rey NYHS 112 E 106th St New York NY 10029 Public Annual FundEducationPreparatory 4000 Peace on the Street 451 E 117th St New York NY 10035 Public Annual FundCommunityZen Arts 1000 JED Foundation 6 E 39th St Suite 700 New York NY 10016 Public Annual FundEmotional HealthYoung Adults 500 Trinity School 139 W 91st St New York NY 10024 Public Annual FundEducationSecondary 3000 Maltz Theatre 1001 E Indiantown Rd Jupiter FL 33477 Public Annual FundCommunityTheatre 1000 Apollo School Foundation 9141 SE Apollo St Hobe Sound FL 33455 Public Annual FundCommunityMuseum 250 University of Pennsylvania 3101 Walnut St Philadelphia PA 19104 Public Annual FundEducationHigher 2500 Jupiter Island Employee Fund 2 Bridge Road Hobe Sound FL 33455 Public Employee FundCommunityWelfare 500 Beaver Angels 733 Third Ave Fl 16 New York NY 10017 Public Annual FundCommunityWelfare 500 South Florida PBS PO Box 610002 Miami FL 33261 Public Annual FundCommunityJournalism 250 Berkshire School 245 N Undermountain Rd Sheffield MA 01257 Public Annual FundEducationSecondary 4000 Deerfield Academy 7 Boyden LN Deerfield MA 01342 Public Annual FundEducationSecondary 55000 Feed The Streets 126 Forsyth St New York NY 10002 Public Annual FundCommunityNutrition 500 St Bernard's School 4 E 98th St New York NY 10029 Public Annual FundEducationPrimary 500 Brown Univ Sports Foundation 131 145 South St Providence RI 02903 Public Annual FundAmateurAthletics 500 Brown University No Street Providence RI 02912 Public Annual FundEducationHigher 500 The Wily Network 189 Wells Ave Newton MA 02459 Public Annual FundEducationWelfare 6000 FAU Foundation Inc 777 Glades Road ADM 295 Boca Raton FL 33431 Public Annual FundEducationHigher 1000 J FIELD FOUNDATION PO BOX 5 WHITE STONE VA 22578 PUBLIC ANNUAL FUNDCOMMUNITYWELFARE 250 COLBY COLLEGE 4000 MAYFLOWER HILL DR WATERVILLE ME 04901 PUBLIC ANNUAL FUNDEDUCATIONHIGHER 1000 NATIONAL DANCE INSTITUTE 217 W 147TH ST NEW YORK NY 10039 PUBLIC ANNUAL FUNDEDUCATIONDANCE & MUSIC 800 NORTON MUSEUM OF ART 1450 S DIXIE HWY WEST PALM BEACH FL 33401 PUBLIC ANNUAL FUNDCOMMUNITYART 5000 JUPITER ISLAND MEDICAL CLINIC 100 ESTRADA RD HOBE SOUND FL 33455 PUBLIC ANNUAL FUNDCOMMUNITYHEALTH CARE 1000 JUPITER ISLAND RESIDENTS ASSOCIATION PO BOX 1551 HOBE SOUND FL 33475 PUBLIC ANNUAL FUNDENVIRONMENTALCONSERVATION 200 NORTH CHICAGO COMMUNITY PARTNERS 855 SKOKIE HWY LAKE BLUFF IL 60044 PUBLIC ANNUAL FUNDEDUCATIONWELFARE 250 JUPITER ISLAND ARTS COUNCIL 11870 SE DIXIE HWY HOBE SOUND FL 33455 PUBLIC ANNUAL FUNDEDUCATIONARTS 5000 ROCKLAND PRISON JUSTICE PROJECT PO BOX 323 NEW CITY NY 10956 PUBLIC ANNUAL FUNDWELFAREMASS INCARCERATION 1800 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 PUBLIC ANNUAL FUNDEDUCATIONPRIMARY 500 145050 0 14 19758 18 43176 62934 62934 false false false false false false false false false false Larry P. King, CPA Tax Return Preparation 3000 3000 FNZ TRUST CO. FORM 1099-B SHORT TERM 2022-12 Purchased 2023-12 53863 51759 2104 FNZ TRUST CO. FORM 1099-B LONG TERM 2020-06 Purchased 2023-02 188214 146978 41236 INVESCO DB COMMODITY INDEX TRACKING FUND 2023-02 Purchased 2023-12 114 278 -164 GUGGENHEIM TOTAL RETURN 25445 22628 GUGGENHEIM LTD DURATION 19623 18660 DOUBLELINE TOTAL RETURN 26208 22303 VANGUARD ST TREASURY ETF 9013 9100 VANGUARD LT TREASURY ETF 16617 16182 VANGUARD INTERM TERM TREASURY ETF 35674 37016 iSHARES 0-5 YEAR TIPS BOND ETF 3700 3746 SCHWAB SHORT-TERM US TREASURY ETF 7251 7267 VANGUARD TOTAL STOCK MARKET ETF 95786 189302 VANGUARD FTSE DEVELOPED MARKETS ETF 73093 94459 VANGUARD VALUE ETF 36461 46494 HARTFORD INTERNATIONAL VALUE 35115 43889 WCM FOCUSED INTERNATIONAL GROWTH 42866 51034 VANGUARD FTSE EMERGING MKTS ETF 44518 46114 EDGEWOOD GROWTH FUND 33923 41664 VICTORY SYCAMORE ESTABLISHED VALUE 29500 36689 SPDR PORTFOLIO S&P GROWTH ETF 37659 38385 INVESCO DB COMMODITY INDEX TRACKING FUND 2491 2314 SPDR S&P METALS & MINING ETF 2504 2633 VANGUARD ENERGY ETF 4991 4926 VANGUARD REAL ESTATE ETF 3557 3446 SECURITIES COST BASIS ADJUSTMENTS 53285 SCS Financial Services Investment Management 3087 3087 INVESCO INVESTMENT ADVICE 16 16 Foreign Tax 452 452