JAMIE PARSLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMIE PARSLEY FAMILY FOUNDATION INC (EIN 84-1664591)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202211299349102876
- Schema version
- 2021v4.2
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T14:17:23-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 PLACE | AddressLine1Txt |
| City | PROSPECT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 400599683 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARCHIE PARSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5022285325 | PhoneNum |
| Signature | 2022-05-04 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2022-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,538,114 | 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 | $47,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $561,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,748,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $561,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $608,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,883 | 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 | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $593,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,596 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $336,605 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $359,532 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $361,292 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $185,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,407 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $165,774 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,328,730 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,789,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,962,452 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,902,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,362,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,538,114 | 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 | $1,902,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,362,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,902,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,362,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,902,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,362,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,902,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,363,111 | SubtotalAmt |
| Other Decreases | $716 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,362,395 | 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 | $1,241,105 | $715,311 | $525,794 | $525,794 |
| PUBLICLY TRADED SECURITIES | P | $195,313 | $170,115 | $25,198 | $25,198 |
| PUBLICLY TRADED SECURITIES | P | $233,585 | $222,609 | $10,976 | $10,976 |
| PUBLICLY TRADED SECURITIES | P | $78,755 | $79,048 | -$293 | -$293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $561,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | 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 | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,814 | TaxDueAmt |
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 | $2,427,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,486,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,486,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,449,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,254 | TotalTaxAmt |
| Distributable Before Adj | $114,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,217 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,860 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,065 | ExcessFromYear3Amt |
| Excess From Year2 | $10,590 | ExcessFromYear2Amt |
| Excess From Year1 | $24,672 | ExcessFromYear1Amt |
| Excess From Current Year | $16,533 | 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 THE APRIL 1 AWARD. GRANTS: OCTOBER 1 FOR DECEMBER AWARD. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY | ||||||||
| 182 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 | |
| BARREN HEIGHTS | ||||||||
| 11420 WATTERSON CT 800 | LOUISVILLE | KY | 40299 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $5,000 | |
| CENTRE COLLEGE | ||||||||
| 600 WALNUT STREET | DANVILLE | KY | 40422 | N/A | SCHOOL - PRIVATE COL | SCHOLARSHIPS | $10,000 | |
| DARE TO CARE INC | ||||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $4,000 | |
| MA INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | SCHOOL - PRIVATE UNI | SCHOLARSHIPS | $5,000 | |
| MIAMI UNIVERSITY OF OHIO | ||||||||
| 501 E HIGH STREET | OXFORD | OH | 37204 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 | |
| NATIVITY ACADEMY | ||||||||
| 529 E LIBERTY ST | LOUISVILLE | KY | 40202 | N/A | SCHOOL | GRANT - OPERATIONAL | $5,000 | |
| UNIVERSITY OF ALABAMA | ||||||||
| 203 STUDENT SERVICES CENTER BOX | TUSCALOOSA | AL | 35487 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $5,000 | 870132 |
| UNIVERSITY OF KENTUCKY | ||||||||
| MAIN BUILDING | LEXINGTON | KY | 40506 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 | |
| WESTERN KENTUCKY UNIVERSITY | ||||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $2,000 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | N/A | SCHOOL - PRIVATE UNI | SCHOLARSHIPS | $5,000 | |
| WASHINGTON AND LEE UNIVERSITY | ||||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | N/A | SCHOOL - PRIVATE UNI | SCHOLARSHIPS | $5,000 | |
| COLBY COLLEGE | ||||||||
| 4000 MAYFLOWER HILL DR | WATERVILLE | ME | 04901 | N/A | SCHOOL - PRIVATE COL | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF LOUISVILLE | ||||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIPS | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 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 | $5,000 | |
| FRIENDS SCHOOL | ||||||||
| 901 BRECKENRIDGE LANE | LOUISVILLE | KY | 40207 | N/A | SCHOOL | GRANT - OPERATIONAL | $2,500 | |
| NATIONAL SAFE PLACE NETWORK | ||||||||
| 545 S 2ND STREET | LOUISVILLE | KY | 40202 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $5,000 | |
| CEDAR LAKE FOUNDATION | ||||||||
| 9505 WILLIAMSBURG PLAZA STE 200 | LOUISVILLE | KY | 40222 | N/A | PUBLIC CHARITY | GRANT - OPERATIONAL | $5,000 | |
| ST JOSEPH CATHOLIC ORPHANS SOCIETY | ||||||||
| 2823 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | RELIGIOUS ORG | GRANT - OPERATIONAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,500 | 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 | $47,120 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $561,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $608,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,883 | 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 | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO VAR% OCT 15, 2030 | $10,705 | $10,285 |
| BANK OF AMERICA CORP VAR% APR 22, 2032 | $8,059 | $8,128 |
| BANK OF AMERICA CORP SER MTN 3.248% OCT 21, 2027 | $4,823 | $5,325 |
| APPLE INC 1.65% MAY 11, 2030 | $7,137 | $6,820 |
| ABBVIE INC 3.6% MAY 14, 2025 | $7,580 | $7,446 |
| JP MORGAN CHASE & CO VAR% MAY 1, 2028 | $6,037 | $6,520 |
| GOLDMAN SACHS GROUP INC VAR% MAR 8, 2024 | $11,002 | $10,951 |
| FISERV, INC 3.5% JUL 1, 2029 | $8,007 | $8,611 |
| ENTERPRISE PRODUCTS OPER COMPANY GUARNT 3.75% FEB 15, 2020 | $6,025 | $6,378 |
| CVS HEALTH CORP 1.3% AUG 21, 2027 | $7,978 | $7,761 |
| BP CAP MARKETS AMERICA COMPANY 3.41% FEB 11, 2026 | $6,004 | $6,403 |
| CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 | $3,892 | $4,358 |
| COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 | $7,968 | $7,560 |
| CIGNA CORP 2.4% MAR 15, 2030 | $8,280 | $8,073 |
| MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 | $11,831 | $12,546 |
| MARSH & MCLENNAN COS INC. 4.375% MAR 15, 2029 | $5,037 | $5,704 |
| ABBVIE INC 2.95% NOV 21, 2026 | $10,860 | $10,543 |
| NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 | $7,336 | $6,965 |
| VERIZON COMMUNICATIONS 4.329% SEP 21, 2028 | $7,080 | $6,821 |
| WELLS FARGO & COMPANY SER MTN 3.3% SEP 9, 2024 | $8,830 | $9,465 |
| ORACLE CORP 2.95% APR 1, 2030 | $9,936 | $9,111 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $359,532 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $361,292 | 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 |
|---|---|---|---|
| SPDR S&P TRANSPORTATION ETF, 32 SHS | AT COST | $2,995 | $3,019 |
| VANGUARD INDUSTRIAL ETF, 82 SHS | AT COST | $16,387 | $16,643 |
| VANGUARD FTSE DEVELOPED MARKETS ETS, 6201 SHS | AT COST | $253,154 | $316,623 |
| VANGUARD DIVIDEND APPRECIATION ETF, 532 SHS | AT COST | $45,770 | $91,371 |
| COMM SERVICES SELECT SECTOR, 362 SHS | AT COST | $30,458 | $28,120 |
| CONSUMER DISCRETIONARY SPDR, 147 SHS | AT COST | $26,834 | $30,053 |
| FIRST TRUST CLOUD COMPUTING ETF, 174 SHS | AT COST | $18,824 | $18,150 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND, 83 SHS | AT COST | $20,321 | $18,769 |
| GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND, 151 SHS | AT COST | $4,160 | $4,347 |
| HEALTH CARE SELECT SPDR, 182 SHS | AT COST | $24,615 | $25,642 |
| ISHARES BIOTECHNOLOGY ETF, 70 SHS | AT COST | $11,939 | $10,683 |
| ISHARES CORE S&P US GROWTH ETF, 3336 SHS | AT COST | $358,353 | $385,775 |
| ISHARES CORE S&P US VALUE ETF, 6324 SHS | AT COST | $468,371 | $482,774 |
| ISHARES US REGIONAL BANKS ETF, 51 SHS | AT COST | $3,070 | $3,150 |
| SPDR US FINANCIAL SECTOR ETF, 391 SHS | AT COST | $15,178 | $15,269 |
| SECTOR SPDR ENERGY, 119 SHS | AT COST | $5,908 | $6,604 |
| REAL ESTATE SELECT SECTOR SPDR FD, 75 SHS | AT COST | $3,627 | $3,885 |
| PROSHARES ONLINE RETAIL ETF, 56 SHS | AT COST | $3,903 | $3,176 |
| PACER BENCHMARK DATA AND INFRASTRUCTURE, 88 SHS | AT COST | $3,611 | $3,809 |
| VANGUARD FTSE EMERGING MARKETS ETF, 2598 SHS | AT COST | $118,380 | $128,497 |
| VANGUARD CONSUMER STAPLES ETF, 53 SHS | AT COST | $9,905 | $10,594 |
| VANGUARD INFORMATION TECH ETF, 117 SHS | AT COST | $41,369 | $53,606 |
| BLACKROCK ALLOCATION TARGET SHARES SERIES S, 1865 SHS | AT COST | $17,463 | $17,336 |
| VANGUARD MATERIALS ETF, 50 SHS | AT COST | $9,353 | $9,844 |
| BLACKROCK ALLOCATION TARGET SHARES SERIES M, 15804 SHS | AT COST | $152,137 | $152,509 |
| BLACKROCK ALLOCATION TARGET SHARES SERIES C, 972 SHS | AT COST | $10,760 | $10,391 |
| VANGUARD RUSSELL 2000, 1245 SHS | AT COST | $113,015 | $111,813 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $716 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $88 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $14,944 | $14,944 | $0 |
| ANNUAL SERVICE FEE | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT YEAR ESTIMATED TAXES | $1,440 | $0 | $0 |
| PRIOR YEAR TAXES | $654 | $0 | $0 |