2026-03-22T03:49:45-07:00 2025-12-31 Larry P King CPA 7452 Oakmark Rd Harmony FL 34773 990PF 2025-01-01 656346631 THE PATTON CHARITABLE FOUNDATION PATT 9142321485 66 GOMEZ ROAD HOBE SOUND FL 33455 Jennifer Patton Trustee 2026-03-22 true Larry P King CPA P00568929 4077374076 X 2025 2025-03-06 01:10:19Z X 708901 X X 18 18 22616 22616 51560 304347 51560 74194 74194 3000 3000 2685 2685 374 374 6059 3059 3000 170150 170150 176209 3059 173150 -102015 71135 10 1 1 8231 6528 6528 70533 53334 53374 357637 253145 563196 65952 87602 83140 2852 2590 2662 505215 403200 708901 0 X 505215 403200 505215 403200 505215 403200 505215 -102015 403200 403200 FIDELITY FORM 1099-B LT P 2019-02-13 2025-03-03 186272 144728 41544 41544 FIDELITY FORM 1099-B ST P 2024-08-06 2025-03-25 118075 108059 10016 10016 51560 10016 989 989 989 2000 2000 X 27 984 984 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 721383 7385 0 728768 0 728768 10932 717836 35892 35892 989 989 34903 34903 34903 173150 173150 34903 133038 92350 93150 111163 96450 526151 173150 0 34903 138247 664398 0 133038 531360 92350 93150 111163 96450 138247 X 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 GROTON SCHOOL 282 FARMERS ROW GROTON MA 01450 PC EDUCATION 1500 NASHOBA BROOKS SCHOOL 200 STRAWBERRY HILL RD CONCORD MA 01742 PC EDUCATION 500 THE WILY NETWORK 189 WELLS AVE NEWTON MA 02459 PC EDUCATION 8000 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 PC EDUCATION 500 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 1250 BROWN UNIVERSITY 73 WATERMAN ST PROVIDENCE RI 02912 PC EDUCATION 500 UNIVERSITY OF PENNSYLVANIA 3101 WALNUT ST PHILADELPHIA PA 19104 PC EDUCATION 5000 MADDIE MAE FUND 225 N MICHIGAN AVE CHICAGO IL 60601 PC HEALTH 500 BROWN SPORTS FOUNDATION 131 145 SOUTH ST PROVIDENCE RI 02903 PC SPORTS 500 UNITARIAN CHURCH OF ALL SOULS 1157 LEXINGTON AVE NEW YORK NY 10075 PC RELIGIOUS 27500 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 AND AMERICAS FUND 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 500 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 100 ESTRADA SQ HOBE SOUND FL 33455 PC HEALTH 11000 CURE PSP 30 E PADONIA RD 201 TIMONIUM MD 21093 PC HEALTH 10000 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 1500 SOUTH FLORIDA PBS PO BOX 610002 MIAMI FL 33261 PC JOURNALISM 250 MISS PORTERS SCHOOL 60 MAIN ST FARMINGTON CT 06032 PC EDUCATION 25000 TRUDEAU INSTITUTE 154 ALGONQUIN AVE SARANAC LAKE NY 12983 PC HEALTH 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 1000 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 5000 LOAVES AND FISHES 9307 SE OLYMPUS ST HOBE SOUND FL 33455 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 JACOBS PILLOW 358 GEORGE CARTER RD BECKET MA 01223 PC ARTS 5000 FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD BOCA RATON FL 33431 PC EDUCATION 1000 NEUROENDOCRINE TUMOR RESEARCH FOUNDATION 100 HANCOCK ST THIRD FLOOR QUINCY MA 02171 PC HEALTH 1000 FENN SCHOOL 516 MONUMENT ST CONCORD MA 01742 PC EDUCATION 500 GRAHAM WINDHAM 940 GARRISON AVE BRONX NY 10474 PC WELFARE 1000 NEW YORK UNIVERSITY 70 WASHINGTON SQUARE S NEW YORK NY 10012 PC EDUCATION 15000 AUXILIARY OF EMERSON HEALTH 133 OLD ROAD TO NINE ACRE CORNER CONCORD MA 01742 PC HEALTH 2500 WASHINGTON UNIVERSITY 1 BROOKINGS DRIVE ST LOUIS MO 63130 PC EDUCATION 1000 UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 PC EDUCATION 500 OCCIDENTAL COLLEGE 1600 CAMPUS ROAD LOS ANGELES CA 90041 PC EDUCATION 1000 WISDOM BRIDGES 420 E 55TH ST APT 8E NEW YORK NY 10022 PC WELFARE 5000 BERKSHIRE INTERNATIONAL FILM FESTIVAL PO BOX 237 GREAT BARRINGTON MA 01230 PC ARTS 1000 HURRICANE ISLAND OUTWARD BOUND SCHOOL 21 ELM ST CAMDEN ME 04843 PC WELFARE 1000 MALTZ THEATRE 1001 E INDIANTOWN ROAD JUPITER FL 33477 PC ARTS 1000 J FIELD FOUNDATION PO BOX 5 WHITE STONE VA 22578 PC HEALTH 500 170150 14 18 14 22616 18 51560 74194 74194 false false false false false false false false false false Tax Return Preparation 3000 0 0 3000 DOUBLELINE TOTAL RETURN BOND 34453 31955 GUGGENHEIM LTD DURATION 19544 19220 GUGGENHEIM TOTAL RETURN BOND 33605 31965 EDGEWOOD GROWTH FUND HARTFORD INTL VALUE FUND 16169 32372 WCM FOCUSED INTL GROWTH FUND 11524 30970 VICTORY SYCAMORE EST VALUE 21350 26705 SPDR S&P GROWTH ETF 36467 65483 SPDR SER TR S&P METALS MNG 1410 2617 VANGUARD DEV MKTS INDEX 49643 91134 VANGUARD WORLD ENERGY 3972 4207 VANGUARD INTL EQUITY INDEX 11340 18128 VANGUARD REAL ESTATE ETF 3246 3163 VANGUARD INDEX FDS VALUE 17901 38653 VANGUARD INDEX FDS TOTAL STK 80123 249764 53334 53374 INVESCO ACTIVELY MNGD FD OPTIMUM AT COST 2590 2662 ACCOUNT MANAGEMENT 2685 2685 0 0 FOREIGN TAX 374 374