JAMIE PARSLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMIE PARSLEY FAMILY FOUNDATION INC (EIN 84-1664591)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349102329
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T11:47:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841664591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMIE PARSLEY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAMI | BusinessNameControlTxt |
| Phone | 5022285325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7012 BREAKWATER PL | AddressLine1Txt |
| City | PROSPECT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARCHIE PARSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5022285325 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARCHIE | PersonFirstNm |
| Person Last | PARSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,191,090 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,349 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $365,550 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $352,411 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $334,613 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $131,174 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $126,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $118,480 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,669,184 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,577,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,692,648 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,213,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,101,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,191,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,213,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,101,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,213,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,101,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,213,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,101,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,213,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,103,267 | SubtotalAmt |
| Other Decreases | $1,877 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,101,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,487 | $7,761 | -$1,274 | -$1,274 |
| PUBLICLY TRADED SECURITIES | P | $254,991 | $264,487 | -$9,496 | -$9,496 |
| PUBLICLY TRADED SECURITIES | P | $14,517 | $14,706 | -$189 | -$189 |
| PUBLICLY TRADED SECURITIES | P | $104,855 | $113,334 | -$8,479 | -$8,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,734 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,734 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,259 | OverpaymentAmt |
| Applied To ES Tax | $3,259 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | JPFF-KY.ORG | WebsiteAddressTxt |
| Individual With Books | MR ED PARSLEY | IndividualWithBooksNm |
| Phone | 5022285325 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7012 BREAKWATER PLACE | AddressLine1Txt |
| City | PROSPECT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,054,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,098,078 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,098,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,066,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $102,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,113 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,353 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,590 | ExcessFromYear4Amt |
| Excess From Year3 | $24,672 | ExcessFromYear3Amt |
| Excess From Year2 | $16,533 | ExcessFromYear2Amt |
| Excess From Year1 | $28,235 | ExcessFromYear1Amt |
| Excess From Current Year | $22,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARCHIE E PARSLEY JR | ContributingManagerNm |
| Contributing Manager | MARY K PARSLEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARCHIE E PARSLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE JAMIE PARSLEY FAMILY | AddressLine1Txt |
| Address Line2 | FOUNDATION PO BOX 991066 | AddressLine2Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40269 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5022285325 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIPS: FEBRUARY 1 FOR AN APRIL AWARD. GRANTS: OCTOBER 1 FOR A DECEMBER AWARD. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADELANTE HISPANIC ACHIEVERS | |||||||
| 4801 SOUTHSIDE DR | LOUISVILLE | KY | 40214 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $2,000 |
| AUBURN UNIVERSITY | |||||||
| 182 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $15,000 |
| BARREN HEIGHTS | |||||||
| 11420 WATTERSON CT 800 | LOUISVILLE | KY | 40299 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $2,500 |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | N/A | SCHOOL- PRIVATE UNIV | SCHOLARSHIPS | $5,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | SCHOOL - PRIVATE UNI | SCHOLARSHIPS | $5,000 |
| CABBAGE PATCH SETTLEMENT HOUSE | |||||||
| 1413 S SIXTH ST | LOUISVILLE | KY | 40208 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $4,500 |
| CENTRE COLLEGE | |||||||
| 600 WALNUT STREET | DANVILLE | KY | 40422 | N/A | SCHOOL - PRIVATE COL | SCHOLARSHIPS | $5,000 |
| COLBY COLLEGE | |||||||
| 4000 MAYFLOWER HILL DR | WATERVILLE | ME | 04901 | N/A | SCHOOL - PRIVATE COL | SCHOLARSHIPS | $5,000 |
| DARE TO CARE INC | |||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $5,000 |
| HOME OF THE INNOCENTS INC | |||||||
| 1100 E MARKET STREET | LOUISVILLE | KY | 40206 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $4,500 |
| ST JOSEPH CATHOLIC ORPHANS SOCIETY | |||||||
| 2823 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | RELIGIOUS ORG | GRANT - OPERATIONAL | $4,500 |
| THE DEPAUL SCHOOL INC | |||||||
| 1925 DUKER AVE | LOUISVILLE | KY | 40205 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $4,000 |
| UNIVERSITY OF GEORGIA | |||||||
| HERTY DR | ATHENS | GA | 30602 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| MAIN BUILDING | LEXINGTON | KY | 40506 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $15,000 |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $7,500 |
| UNIVERSITY OF MIAMI | |||||||
| 205 ASHE BUILDING PO BOX 248004 | CORAL GABLES | FL | 33124 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF MISSISSIPPI | |||||||
| 218 CARRIER | UNIVERSITY | MS | 38655 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF WISCONSIN | |||||||
| 333 E CAMPUS MALL 9701 | MADISON | WI | 53715 | N/A | PUBLIC UNIVERSITY | SCHOALRSHIPS | $5,000 |
| WASHINGTON AND LEE UNIVERSITY | |||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | N/A | SCHOOL - PRIVATE UNI | SCHOLARSHIPS | $5,000 |
| WEST END PREPARATORY SCHOOL | |||||||
| 3628 VIRGINIA AVE | LOUISVILLE | KY | 40211 | N/A | PUBLIC CHARITY - SCH | GRANT - OPERATIONAL | $3,000 |
| WESTERN KENTUCKY UNIVERSITY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,563 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,259 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC 2.95% NOV 21, 2026 | $8,412 | $7,675 |
| ABBVIE INC 3.6% MAY 14, 2025 | $7,239 | $6,870 |
| AMGEN INC 5.150% MAR 02, 2028 | $6,091 | $6,139 |
| CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 | $3,892 | $3,801 |
| COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 | $5,976 | $4,924 |
| CVS HEALTH CORP 1.3% AUG 21, 2027 | $5,983 | $5,333 |
| ENTERPRISE PRODUCTS OPER COMPANY GUARNT 3.75% FEB 15, 2025 | $6,009 | $5,921 |
| FISERV, INC 3.5% JUL 1, 2029 | $6,004 | $5,650 |
| GOLDMAN SACHS GROUP INC VAR% APR 22 2032 | $5,838 | $5,886 |
| JP MORGAN CHASE & CO VAR% MAY 1, 2028 | $4,018 | $3,820 |
| JP MORGAN CHASE & CO VAR% OCT 15, 2030 | $8,444 | $7,125 |
| MARSH & MCLENNAN COS INC. 4.375% MAR 15, 2029 | $5,027 | $4,982 |
| MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 | $10,587 | $9,750 |
| NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 | $7,260 | $5,991 |
| ORACLE CORP 2.95% APR 1, 2030 | $7,561 | $6,323 |
| PNC FINANCIAL SERVICES VAR% OCT 20, 2034 | $6,027 | $6,673 |
| VERIZON COMMUNICATIONS 2.355% MAR 15, 20232 | $7,446 | $7,498 |
| VERIZON COMMUNICATIONS 4.329% SEP 21, 2028 | $6,770 | $5,942 |
| WELLS FARGO & COMPANY SER MTN GLB VAR% JUL 25, 2029 | $7,923 | $8,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $352,411 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $334,613 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK ALLOCATION TARGET SHARES SERIES M, 15993.9660 SHS | AT COST | $153,334 | $134,669 |
| BLACKROCK ALLOCATION TARGET SHARES SERIES S, 1736 SHS | AT COST | $16,822 | $15,832 |
| COMM SERVICES SELECT SECTOR, 307 SHS | AT COST | $23,042 | $22,307 |
| CONSUMER DISCRETIONARY SPDR, 120 SHS | AT COST | $21,422 | $21,457 |
| FIDELITY MSCI UTILITIES 72 SHARES | AT COST | $3,141 | $2,942 |
| FIRST TRUST CLOUD COMPUTING ETF, 73 SHS | AT COST | $7,138 | $6,400 |
| GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND, 118 SHS | AT COST | $3,317 | $4,066 |
| HEALTH CARE SELECT SPDR, 203 SHS | AT COST | $27,103 | $27,685 |
| INVESCO KBW BANK ETF, 40 SHS | AT COST | $1,718 | $1,968 |
| ISHARES BIOTECHNOLOGY ETF, 54 SHS | AT COST | $8,381 | $7,336 |
| ISHARES CORE S&P US GROWTH ETF, 3423 SHS | AT COST | $349,064 | $356,334 |
| ISHARES CORE S&P US VALUE ETF, 5382 SHS | AT COST | $397,639 | $453,864 |
| ISHARES TR US INFRASTRUCTURE ETF, 38 SHS | AT COST | $1,510 | $1,530 |
| ISHARES US AEROSPACE ETF, 33 SHS | AT COST | $3,621 | $4,178 |
| PACER BENCHMARK DATA AND INFRASTRUCTURE, 46 SHS | AT COST | $1,728 | $1,371 |
| REAL ESTATE SELECT SECTOR SPDR FD, 52 SHS | AT COST | $2,068 | $2,083 |
| SECTOR SPDR ENERGY, 150 SHS | AT COST | $10,918 | $12,576 |
| SPDR US FINANCIAL SECTOR ETF, 421 SHS | AT COST | $15,679 | $15,830 |
| VANECK SEMICONDUCTOR 104 SHARES | AT COST | $14,028 | $18,186 |
| VANGUARD CONSUMER STAPLES ETF, 80 SHS | AT COST | $14,941 | $15,277 |
| VANGUARD DIVIDEND APPRECIATION ETF, 450 SHS | AT COST | $38,601 | $76,680 |
| VANGUARD FTSE DEVELOPED MARKETS ETS, 4143 SHS | AT COST | $171,196 | $198,450 |
| VANGUARD FTSE EMERGING MARKETS ETF, 2896 SHS | AT COST | $128,254 | $119,026 |
| VANGUARD INDUSTRIAL ETF, 55 SHS | AT COST | $10,861 | $12,124 |
| VANGUARD INFORMATION TECH ETF, 106 SHS | AT COST | $37,709 | $51,304 |
| VANGUARD MATERIALS ETF, 18 SHS | AT COST | $3,367 | $3,419 |
| VANGUARD RUSSELL 2000, 1304 SHS | AT COST | $110,521 | $105,754 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $1,877 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $12,574 | $12,574 | $0 |
| ANNUAL SERVICE FEE | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $783 | Amt |
| Net Investment Income | $783 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |