2025-03-24T09:41:04-05:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2024-01-01 841664591 THE JAMIE PARSLEY FAMILY FOUNDATION INC JAMI 5022285325 7012 BREAKWATER PL PROSPECT KY 40059 ARCHIE PARSLEY PRESIDENT 5022285325 2025-03-20 1 0 CHRISTINE N KOENIG P01022180 5024269660 2025-03-15 2024 2025-03-06 01:10:19Z X 2387588 X 49061 53450 53450 70241 405521 70241 172752 123691 0 0 0 2500 0 2500 13989 13989 0 1100 1100 0 17589 15089 2500 123000 123000 140589 15089 125500 32163 108602 45349 62332 62332 352411 322110 303698 126507 143606 136154 1577123 1563273 1885404 2101390 2091321 2387588 0 0 X 0 0 0 0 2101390 2091321 2101390 2091321 2101390 2091321 2101390 32163 0 2133553 42232 2091321 PUBLICLY TRADED SECURITIES P 2605 2279 326 326 PUBLICLY TRADED SECURITIES P 272141 196782 75359 75359 PUBLICLY TRADED SECURITIES P 4420 4397 23 23 PUBLICLY TRADED SECURITIES P 126355 131822 -5467 -5467 70241 1510 0 1510 0 1510 3259 0 0 0 3259 0 1749 1749 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 1 0 0 1 JPFF-KY.ORG MR ED PARSLEY 5022285325 7012 BREAKWATER PLACE PROSPECT KY 40059 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARCHIE E PARSLEY JR 7012 BREAKWATER PLACE PROSPECT KY 40059 PRESIDENT 2.00 0 0 0 MARY K PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 SECRETARY 2.00 0 0 0 KAREN MICHALAK PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 DIRECTOR 2.00 0 0 0 BRIAN EDWARD PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2269910 42569 0 2312479 0 0 2312479 34687 2277792 113890 113890 1510 1510 112380 0 112380 0 112380 125500 0 125500 112380 0 0 10590 24672 16533 28235 22258 102288 125500 0 0 0 112380 13120 0 0 115408 0 0 0 0 0 0 10590 104818 24672 16533 28235 22258 13120 ARCHIE E PARSLEY JR MARY K PARSLEY ARCHIE E PARSLEY C/O THE JAMIE PARSLEY FAMILY FOUNDATION PO BOX 991066 LOUISVILLE KY 40269 5022285325 AN APPLICATION IS REQUIRED WITH SUPPORTING DOCUMENTATION AND MUST BE RECEIVED BY SPECIFIED DEADLINES. APPLICATION IS AVAILABLE ON THE FOUNDATION WEBSITE. SEE WEBSITE FOR ADDITIONAL DETAILS. SCHOLARSHIPS: FEBRUARY 1 FOR AN APRIL AWARD. GRANTS: OCTOBER 1 FOR A DECEMBER AWARD. SCHOLARSHIPS WILL BE AWARDED TO HIGH SCHOOL SENIORS AT CATHOLIC, PRIVATE, OR INDEPENDENT SCHOOLS WHO PLAN TO ATTEND ACCREDITED UNDER-GRADUATE INSTITUTIONS OR ACADEMIC OR TRAINING CAMPS IN A NON-TRADITIONAL SPORT AND HAVE A MINIMUM 2.75 GPA. GRANTS WILL BE AWARDED TO NONPROFIT ORGANIZATIONS WITH 501(C)(3) STATUS FOR EDUCATIONAL PROGRAMS INCLUDING THE ARTS, SCIENCES, AND ATHLETIC PROGRAMS AND PROGRAMS FOR AT-RISK CHILDREN, SPECIAL NEEDS INDIVIDUALS, AND CHILDREN WHOSE LIVES HAVE BEEN TOUCHED BY ALCOHOL ABUSE. AUBURN UNIVERSITY 182 S COLLEGE ST AUBURN AL 36849 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 15000 BARREN HEIGHTS 11420 WATTERSON CT 800 LOUISVILLE KY 40299 N/A PUBLIC CHARITY GRANT - OPERATIONAL 2500 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 N/A SCHOOL - PRIVATE UNI SCHOLARSHIPS 5000 CABBAGE PATCH SETTLEMENT HOUSE 1413 S SIXTH ST LOUISVILLE KY 40208 N/A PUBLIC CHARITY GRANT - OPERATIONAL 5000 CENTRE COLLEGE 600 WALNUT STREET DANVILLE KY 40422 N/A SCHOOL - PRIVATE COL SCHOLARSHIPS 5000 COLBY COLLEGE 4000 MAYFLOWER HILL DR WATERVILLE ME 04901 N/A SCHOOL - PRIVATE COL SCHOLARSHIPS 5000 DARE TO CARE INC 5803 FERN VALLEY ROAD LOUISVILLE KY 40228 N/A PUBLIC CHARITY GRANT - OPERATIONAL 5000 HOME OF THE INNOCENTS INC 1100 E MARKET STREET LOUISVILLE KY 40206 N/A PUBLIC CHARITY GRANT - OPERATIONAL 5000 LIFEHOUSE INC 2710 REIDLING DR LOUISVILLE KY 40206 N/A PUBLIC CHARITY GRANT - OPERATIONAL 3000 NATIVITY ACADEMY 529 E LIBERTY ST LOUISVILLE KY 40202 N/A SCHOOL GRANT - OPERATIONAL 5000 OREGON STATE UNIVERSITY 1500 SW JEFFERSON WAY CORVALLIS OR 97331 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 SAMFORD UNIVERSITY 800 LAKESHORE DRIVE HOMEWOOD AL 35229 N/A SCHOOL - PRIVATE UNI SCHOLARSHIPS 5000 UNIVERSITY OF GEORGIA DEVELOPMENT ALUMNI RELATIONS ATHENS GA 30602 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 UNIVERSITY OF KENTUCKY WILLIAM B STURGILL PHILANTHROPY BUILDING LEXINGTON KY 40506 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 25000 UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40292 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 2500 UNIVERSITY OF MIAMI 205 ASHE BUILDING PO BOX 248004 CORAL GABLES FL 33124 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 UNIVERSITY OF MISSISSIPPI 218 CARRIER UNIVERSITY MS 38655 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 UNIVERSITY OF WISCONSIN 333 E CAMPUS MALL 9701 MADISON WI 53715 N/A PUBLIC UNIVERSITY SCHOALRSHIPS 5000 WASHINGTON AND LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 24450 N/A SCHOOL - PRIVATE UNI SCHOLARSHIPS 5000 WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 123000 0 14 53450 18 70241 0 123691 0 123691 0 0 0 0 0 0 0 0 0 0 X X 1 ARCHIE E AND MARY K PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 49061 X X 1 COMMON STOCK: BROADCOM 170 SHS, CDW CORP 7 SHS, STEEL DYNAMICS 32 SHS, THOR INDUSTRIES 15 SHS 49034 2024-11-27 TAX PREPARATION FEE 2500 0 2500 ABBVIE INC 2.95% NOV 21, 2026 8270 7772 ABBVIE INC 3.6% MAY 14, 2025 7065 6971 AMGEN INC 5.150% MAR 02, 2028 6071 6044 CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 3892 3861 COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 5976 4884 CVS HEALTH CORP 1.3% AUG 21, 2027 5983 5437 FISERV INC 3.5% JUL 1, 2029 6003 5629 GOLDMAN SACHS GROUP INC VAR% APR 22 2032 5004 5113 GOLDMAN SACHS GROUP INC VAR% JUL 23 2030 7165 6958 HCA INC 5.45% APR 1 2031 6220 5988 JP MORGAN CHASE & CO VAR% MAY 1, 2028 4014 3887 JP MORGAN CHASE & CO VAR% OCT 15, 2030 8382 7207 KINDER MORGAN INC 5.00% FEB 1 2029 5982 5980 MARSH & MCLENNAN COS INC 4.375% MAR 15, 2029 5023 4910 MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 9448 8759 NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 7221 6052 ORACLE CORP 2.95% APR 1, 2030 7474 6319 PNC FINANCIAL SERVICES VAR% OCT 20, 2034 6025 6549 TRUIST FINANCIAL CORP VAR% JAN 25 2035 6992 7053 USD ROGERS COMMMUNIC 5.30% FEB 15 2034 7852 7797 VERIZON COMMUNICATIONS 4.329% SEP 21, 2028 6611 5877 WELLS FARGO & COMPANY SER MTN GLB VAR% JUL 25, 2029 6933 7107 322110 303698 0 0 BLACKROCK ALLOCATION TARGET SHARES SERIES A, 1570 SHS AT COST 14711 14868 BLACKROCK ALLOCATION TARGET SHARES SERIES M, 14030.9660 SHS AT COST 134346 115475 BLACKROCK ALLOCATION TARGET SHARES SERIES S, 1666 SHS AT COST 16144 15311 COMM SERVICES SELECT SECTOR, 288 SHS AT COST 21445 27881 CONSUMER DISCRETIONARY SPDR, 118 SHS AT COST 21074 26473 FIDELITY MSCI UTILITIES 40 SHARES AT COST 1823 1951 FIRST TRUST CLOUD COMPUTING ETF, 62 SHS AT COST 5991 7385 GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND, 137 SHS AT COST 4111 5536 HEALTH CARE SELECT SPDR, 175 SHS AT COST 23419 24075 INVESCO AEROSPACE AND DEFENSE EFT, 29 SHS AT COST 3127 3327 INVESCO KBW BANK ETF, 47 SHS AT COST 2183 3072 ISHARES BIOTECHNOLOGY ETF, 46 SHS AT COST 7001 6082 ISHARES CORE S&P US GROWTH ETF, 2994 SHS AT COST 306384 417214 ISHARES CORE S&P US VALUE ETF, 5265 SHS AT COST 395063 487486 ISHARES TR US INFRASTRUCTURE ETF, 43 SHS AT COST 1856 1991 ISHARES US HOME CONSTRUCTION EFT, 51 SHS AT COST 5567 5273 PACER BENCHMARK DATA AND INFRASTRUCTURE, 19 SHS AT COST 620 570 REAL ESTATE SELECT SECTOR SPDR FD, 128 SHS AT COST 4949 5206 SECTOR SPDR ENERGY, 67 SHS AT COST 5576 5739 SPDR US FINANCIAL SECTOR ETF, 426 SHS AT COST 15962 20589 VANECK SEMICONDUCTOR, 118 SHS AT COST 19637 28576 VANGUARD CONSUMER STAPLES ETF, 48 SHS AT COST 9018 10146 VANGUARD DIVIDEND APPRECIATION ETF, 435 SHS AT COST 38254 85186 VANGUARD FTSE DEVELOPED MARKETS ETS, 4066 SHS AT COST 171408 194436 VANGUARD FTSE EMERGING MARKETS ETF, 3178 SHS AT COST 140230 139959 VANGUARD INDUSTRIAL ETF, 52 SHS AT COST 10423 13228 VANGUARD INFORMATION TECH ETF, 105 SHS AT COST 38689 65289 VANGUARD MATERIALS EFT, 16 SHS AT COST 2993 3006 VANGUARD RUSSELL 2000, 1680 SHS AT COST 141269 150074 COST BASIS ADJUSTMENTS 1260 COST FMV DIFFERENCE DONATED SECURITIES 40972 INVESTMENT MANAGEMENT FEE 13839 13839 0 ANNUAL SERVICE FEE 150 150 0 ARCHIE E PARSLEY JR 7012 BREAKWATER PLACE PROSPECT KY 40059 MARY K PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 FOREIGN TAXES 1100 1100 0