2025-05-29T12:35:52-05:00 2024-12-31 200708248 PIVOT CPAS PA 238 PONTE VEDRA PARK DR ST 201 PONTE VEDRA BEACH FL 32082 990PF 2024-01-01 597195330 THE PEASE FAMILY FOUNDATION TRUST PEAS 9042809536 7575 FOUNDERS WAY PONTE VEDRA BEACH FL 32082 GARY B PEASE TRUSTEE 9042809536 2025-05-29 1 0 DEBRA SMITH P01613802 9042802053 2024 2025-03-06 01:10:19Z X 449681 X 42257 X 5523 5523 35038 99617 35038 82818 40561 0 0 0 0 0 1245 622 0 623 498 498 0 0 2275 0 0 0 4018 1120 0 623 20500 20500 24518 1120 0 21123 58300 39441 0 4918 2305 2305 11535 4920 4920 201819 248838 442456 218272 256063 449681 0 0 X 218272 256063 218272 256063 218272 256063 218272 58300 0 276572 20509 256063 LEGACY #0144 SHORT TERM P 2024-12-31 32948 32960 -12 -12 LEGACY #0144 LONG TERM P 2024-12-31 66114 31619 34495 34495 CAPITAL DISTRIBUTIONS P 2024-12-31 555 555 555 35038 548 0 548 0 548 0 0 0 0 0 21 569 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 14 CHARITABLE ORGANIZATIONS, THE LARGEST OF WHICH WAS $8,000 AND THE NEXT LARGEST CONTRIBUTION WAS $5,000. 0 0 394423 11840 0 406263 0 0 406263 6094 400169 20008 20008 548 548 19460 0 19460 0 19460 21123 0 21123 19460 0 0 1266 627 1123 2195 5211 21123 0 0 0 19460 1663 0 0 6874 0 0 0 0 0 0 0 6874 1266 627 1123 2195 1663 GARY B PEASE X AMERICAN FOUNDATION FOR RELIEF AND RECONCIL IN THE MIDDLE EAST PO BOX 2323 SANTA CRUZ CA 95063 PF GENERAL PURPOSES 800 CHRIST THE REDEEMER CHURCH 190 S ROSCOE BOULEVARD PONTE VEDRA BEACH FL 32082 PC GENERAL PURPOSES AND VACATION BIBLE SCHOOL 8000 FOUNDATION STONE MINISTRIES PO BOX 1455 ORANGE PARK FL 32067 PC GENERAL PURPOSES 700 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 700 SEAMARK RANCH 1 SAN JOSE PLACE SUITE 31 JACKSONVILLE FL 32257 PC GENERAL PURPOSES 950 TOM COUGHLIN JAY FUND P O BOX 50798 JACKSONVILLE BEACH FL 32240 PC GENERAL PURPOSES 500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND FL 10306 PC GENERAL PURPOSES 650 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 5000 TIM TEBOW FOUNDATION 2220 COUNTY ROAD 210 W SUITE 108 PMB 317 JACKSONVILLE FL 32259 PC GENERAL PURPOSES 500 20500 0 5523 35038 0 0 40561 40561 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 1245 622 0 623 VANGUARD FTSE DVLPD MARKET ETF 9909 11764 ISHARES CORE S&P 500 ETF 54009 135668 JOHCM INTL SELECT INSTL 16678 17727 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 3962 4416 APPLE INC 5896 50084 AMG TR IV RIVR RD SML CP I 5669 7067 ALPHABET INC CLASS A 18121 28395 ARISTA NETWORKS INC 21192 44212 TJX CO INC NEW 18205 24162 DFA EMERGING MARKETS CORE ENERGY 5520 6977 DFA INTERNATIONAL CORE EQUITY FUND 5461 6311 AMEX 47318 59358 SCHWAB FUNDAMENTAL US LARGE CAP INDEX 20198 22235 SCHWAB US LARGE CAP GROWTH ETF 16700 24080 CURRENT YEAR ADJUSTMENT 20509 INVESTMENT FEES 2275 0 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 131 131 0 0 TAX ON INVESTMENT INCOME 367 367 0 0