2023-05-11T14:15:05-05:00 2022-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2022-01-01 841664591 THE JAMIE PARSLEY FAMILY FOUNDATION INC JAMI 5022285325 7012 BREAKWATER PLACE PROSPECT KY 400599683 ARCHIE PARSLEY PRESIDENT 5022285325 2023-05-11 1 ARCHIE PARSLEY 999009999 0 CHRISTINE N KOENIG P01022180 5024269660 2023-05-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2002287 X X 42746 42746 -29947 764108 0 12799 42746 0 0 0 2350 0 2350 13514 13514 0 10954 0 0 212 0 212 27030 13514 2562 135634 135634 162664 13514 138196 -149865 29232 48596 47720 47720 359532 365550 335922 164407 131174 114756 1789860 1669184 1503889 2362395 2213628 2002287 0 0 X 0 0 0 0 2362395 2213628 2362395 2213628 2362395 2213628 2362395 -149865 2500 2215030 1402 2213628 PUBLICLY TRADED SECURITIES P 110459 104837 5622 5622 PUBLICLY TRADED SECURITIES P 171562 198098 -26536 -26536 PUBLICLY TRADED SECURITIES P 442020 449447 -7427 -7427 PUBLICLY TRADED SECURITIES P 40067 41673 -1606 -1606 -29947 406 0 406 0 406 4140 0 0 0 4140 0 3734 3734 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 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 2121010 69175 0 2190185 0 0 2190185 32853 2157332 107867 107867 406 406 107461 2500 109961 0 109961 138196 0 138196 109961 0 0 4065 10590 24672 16533 55860 138196 0 0 0 109961 28235 0 0 84095 0 0 0 0 0 0 0 84095 4065 10590 24672 16533 28235 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 THE APRIL 1 AWARD. GRANTS: OCTOBER 1 FOR DECEMBER AWARD. SCHOLARSHIPS ARE AWARDED TO HIGH SCHOOL STUDENTS AT PAROCHIAL, PRIVATE, OR INDEPENDENT SCHOOLS WHO ATTEND ACCREDITED UNDER-GRADUATE INSTITUTES 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 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 BELLARMINE UNIVERSITY 2001 NEWBURG RD LOUISVILLE KY 40205 N/A SCHOOL- PRIVATE UNIV SCHOLARSHIPS 5000 BOYCE COLLEGE 2825 LEXINGTON RD LOUISVILLE KY 40280 N/A SCHOOL- PRIVATE COLL SCHOLARSHIPS 5000 BOYS AND GIRLS CLUBS INC 3900 CRITTENDEN DR LOUISVILLE KY 40209 N/A PUBLIC CHARITY GRANT - OPERATIONAL 5599 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 FIRST HOUR GRIEF RESPONSE 4055 SHELBYVILLE ROAD SUITE B LOUISVILLE KY 40207 N/A PUBLIC CHARITY GRANT - OPERATIONAL 4500 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 5535 NATIONAL SAFE PLACE NETWORK 545 S 2ND STREET LOUISVILLE KY 40202 N/A PUBLIC CHARITY GRANT - OPERATIONAL 5000 OPERATION PARENT PO BOX 127 BUCKNER KY 40010 N/A PUBLIC CHARITY GRANT - OPERATIONAL 4000 PRESENTATION ACADEMY 861 S 4TH STREET LOUISVILLE KY 40203 N/A SCHOOL SCHOLARSHIPS 1000 PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 7500 ST JOSEPH CATHOLIC ORPHANS SOCIETY 2823 FRANKFORT AVENUE LOUISVILLE KY 40206 N/A RELIGIOUS ORG GRANT - OPERATIONAL 5000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 N/A SCHOOL - PRIVATE UNI SCHOLARSHIPS 5000 UNIVERSITY OF ALABAMA 203 STUDENT SERVICES CENTER BOX 870132 TUSCALOOSA AL 35487 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 UNIVERSITY OF GEORGIA HERTY DR ATHENS GA 30602 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 5000 UNIVERSITY OF KENTUCKY MAIN BUILDING LEXINGTON KY 40506 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 17500 UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40292 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 10000 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 10000 135634 0 14 42746 18 -29947 0 12799 0 12799 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 2350 0 2350 CIGNA CORP 2.4% MAR 15, 2030 6186 5037 GOLDMAN SACHS GROUP INC VAR% MAR 8, 2024 10001 9893 FISERV, INC 3.5% JUL 1, 2029 6005 5413 WELLS FARGO & COMPANY SER MTN 3.3% SEP 9, 2024 3964 3876 ENTERPRISE PRODUCTS OPER COMPANY GUARNT 3.75% FEB 15, 2025 6017 5838 CVS HEALTH CORP 1.3% AUG 21, 2027 5983 5087 CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 3892 3745 APPLE INC 1.65% MAY 11, 2030 7122 5750 GOLDMAN SACHS GROUP INC VAR% APR 22 2032 5838 5586 ABBVIE INC 3.6% MAY 14, 2025 7410 6789 JP MORGAN CHASE & CO VAR% OCT 15, 2030 8504 6727 ORACLE CORP 2.95% APR 1, 2030 7645 5998 MARSH & MCLENNAN COS INC. 4.375% MAR 15, 2029 5033 4845 ABBVIE INC 2.95% NOV 21, 2026 10688 9311 COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 7968 6246 JP MORGAN CHASE & CO VAR% MAY 1, 2028 4021 3700 MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 10673 9359 VERIZON COMMUNICATIONS 4.329% SEP 21, 2028 6926 5780 NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 7298 5776 365550 335922 0 0 ISHARES CORE S&P US GROWTH ETF, 3564 SHS AT COST 376237 290537 FIDELITY MSCI UTILITIES 113 SHARES AT COST 5076 5151 GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND, 134 SHS AT COST 3669 3550 VANGUARD FTSE DEVELOPED MARKETS ETS, 5623 SHS AT COST 232644 235997 ISHARES CORE S&P US VALUE ETF, 5191 SHS AT COST 384040 366640 VANGUARD DIVIDEND APPRECIATION ETF, 474 SHS AT COST 40795 71977 VANECK SEMICONDUCTOR 56 SHARES AT COST 14843 11365 VANGUARD FTSE EMERGING MARKETS ETF, 3063 SHS AT COST 136597 119396 VANGUARD INFORMATION TECH ETF, 135 SHS AT COST 48624 43120 VANGUARD MATERIALS ETF, 20 SHS AT COST 3742 3404 VANGUARD RUSSELL 2000, 921 SHS AT COST 83231 64811 ISHARES US REGIONAL BANKS ETF, 32 SHS AT COST 1959 1524 VANGUARD INDUSTRIAL ETF, 67 SHS AT COST 13326 12237 HEALTH CARE SELECT SPDR, 186 SHS AT COST 24986 25268 SECTOR SPDR ENERGY, 147 SHS AT COST 8966 12859 VANGUARD CONSUMER STAPLES ETF, 73 SHS AT COST 13643 13985 SPDR US FINANCIAL SECTOR ETF, 349 SHS AT COST 13598 11936 REAL ESTATE SELECT SECTOR SPDR FD, 133 SHS AT COST 5950 4911 BLACKROCK ALLOCATION TARGET SHARES SERIES M, 15804 SHS AT COST 157985 136371 ISHARES BIOTECHNOLOGY ETF, 58 SHS AT COST 9499 7614 COMM SERVICES SELECT SECTOR, 297 SHS AT COST 24703 14253 FIRST TRUST CLOUD COMPUTING ETF, 179 SHS AT COST 18605 10312 PACER BENCHMARK DATA AND INFRASTRUCTURE, 89 SHS AT COST 3578 2583 BLACKROCK ALLOCATION TARGET SHARES SERIES S, 1865 SHS AT COST 16822 15555 SPDR S&P TRANSPORTATION ETF, 24 SHS AT COST 2239 1613 CONSUMER DISCRETIONARY SPDR, 131 SHS AT COST 23827 16920 COST BASIS ADJUSTMENTS 1402 POSTAGE 212 0 212 REPAYMENT OF PRIOR YEAR GRANT DISTRIBUTIONS 2500 INVESTMENT MANAGEMENT FEE 13364 13364 0 ANNUAL SERVICE FEE 150 150 0 CURRENT YEAR ESTIMATED TAXES 4140 0 0 PRIOR YEAR TAXES 6814 0 0