2022-11-14T12:40:08-06:00 2021-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2021-01-01 310988988 PAUL OGLE FOUNDATION INC PAUL 8122808372 PO BOX 845 JEFFERSONVILLE IN 471310845 KENT LANUM PRESIDENT/CEO 8122808372 2022-11-11 1 KENT LANUM 999009999 CHRISTINE N KOENIG P01022180 5024269660 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 66755610 X X 715488 1065401 4008 4008 4008 2688435 11250206 5209838 0 146540 3407931 6425787 244954 61239 183715 57336 0 57336 87813 21954 65859 12939 5823 7116 18000 8100 9900 56134 28068 28066 21076 13818 13723 21163 21163 48715 12179 36536 24154 6039 18115 115806 283992 95266 708090 462375 515632 2116750 2116750 2824840 462375 2632382 583091 5963412 595195 18882 18882 498730 738280 738280 58401741 65914610 65914610 169518 99118 91563 70400 70400 13438 13438 13438 59600667 66755610 66755610 1584 1251 1584 1251 X 0 0 0 0 59599083 66754359 59599083 66754359 59600667 66755610 59599083 583091 6572185 66754359 0 66754359 FIDELITY 038 - PUBLICLY TRADED SECURITIES P 9476 7298 2178 2178 FIDELITY 038 - PUBLICLY TRADED SECURITIES P 354521 273373 81148 81148 FIDELITY 373 - PUBLICLY TRADED SECURITIES P 811614 778292 33322 33322 SEQUEL FUND OF KENTUCKIANA - FROM K-1 P 138428 138428 WCP REAL ESTATE FUND IV - FROM K-1 P -430 -430 WCP REAL ESTATE FUND IV - FROM K-1 P 1471 1471 WCP REAL ESTATE FUND IV - FROM K-1 P 42797 42797 FALCON STRATEGIC PARTNERS IV - FROM K-1 P 68505 68505 VIA ENERGY III - FROM K-1 P 6184 6184 VIA ENERGY III - FROM K-1 P -19024 -19024 VIA ENERGY III - FROM K-1 P -870 -870 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P -13440 -13440 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P 398231 398231 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P -25 -25 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 5068 5068 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 122010 122010 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 10125 10125 FEG SELECT - FROM K-1 P 279714 279714 FEG SELECT - FROM K-1 P 1221078 1221078 SEQUEL FUND OF KENTUCKIANA P 2014-02-27 2021-12-31 327739 500000 -172261 -172261 THE HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS SMID FUND P 2016-09-01 2021-12-14 1888255 1365000 523255 523255 FEG SELECT STRUCTURED INTERNATIONAL EQUITY SERIES P 2019-01-16 2021-10-31 3046893 2512036 534857 534857 FEG SELECT STRUCTURED US EQUITY SERIES P 2019-01-16 2021-10-31 4566710 3125772 1440938 1440938 HIGHCLERE INTL INVESTORS EMERGING MKTS SMID FUND - FROM K-1 P 136547 136547 HIGHCLERE INTL INVESTORS EMERGING MKTS SMID FUND - FROM K-1 P 125034 125034 CAPITAL GAINS DIVIDENDS P 244998 244998 244998 5209838 82891 0 82891 0 82891 51367 0 0 0 51367 X 511 32035 0 0 0 0 0 0 0 0 1 1 0 1 1 IN AZ CA FL GA IL NM NY VA CO KS OR SC LA AL UT MO NC 1 0 0 0 1 1 WWW.OGLE-FDN.ORG KENT LANUM 8122808372 129 E COURT AVE JEFFERSONVILLE IN 47130 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ROBERT W LANUM PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & CHAIR 12.00 32000 0 0 NORMAN E PFAU JR PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & VICE CHAIR 2.00 5500 0 0 KEVIN CECIL PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & SEC/TREAS 2.00 5500 0 0 CECILE A BLAU PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 KENT W LANUM PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & PRESIDENT/CEO 40.00 179954 20934 0 DIANE B MEDLEY PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 JOHN C RAGLAND PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR EMERITUS 2.00 5500 0 0 STEVEN STEMLER PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 DONNA ESWINE PO BOX 845 JEFFERSONVILLE IN 471310845 OFFICE MANAGER 40.00 57336 6880 0 0 FIDELITY BROKERAGE SERVICES LLC PO BOX 28019 ALBUQUERQUE NM 87125 INVESTMENT MANAGEMENT 56134 0 0 62165784 606020 13438 62785242 0 0 62785242 941779 61843463 3092173 3092173 82891 82891 3009282 0 3009282 0 3009282 2632382 0 2632382 3009282 1971989 0 0 2632382 1971989 0 0 660393 0 0 0 0 0 0 0 0 2348889 0 0 0 PAUL OGLE FOUNDATION ATTN KENT LANU PO BOX 845 JEFFERSONVILLE IN 471310845 8122808372 GRANT SUBMISSION PROCESS AND APPROPRIATE FORMS CAN BE FOUND AT OGLE-FDN.ORG. GRANT CYCLE IS OPEN ALL YEAR; BOARD REVIEW DEADLINES CAN BE FOUND AT OGLE-FDN.ORG. OGLE FOUNDATION HAS SPECIFIC GUIDELINES FOR ACCEPTABLE GRANT REQUESTS TO THE FOUNDATION. SEE THE FOUNDATION WEBSITE AT OGLE-FDN.ORG FOR MORE DETAILED INFORMATION BEFORE CONTACTING OFFICE. ACCESS VENTURES INC PO BOX 4572 LOUISVILLE KY 40204 N/A PRIVATE OPERATING FO ELEVATE VENTURES PARTNERSHIP 150000 BELLARMINE UNIVERSITY 2001 NEWBURG RD LOUISVILLE KY 40205 N/A SCHOOL SUMMER INTERN PROGRAM 75000 BIG BROTHERS BIG SISTERS OF KENTUCKIANA INC 1519 GARDINER LANE LOUISVILLE KY 40218 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 200000 BUCK GROVE BAPTIST CHURCH 255 BUCK GROVE RD EKON KY 40117 N/A CHURCH GENERAL PURPOSE FUNDS 250 CAVE HILL HERITAGE FOUNDATION INC 701 BAXTER AVE LOUISVILLE KY 40204 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 50000 FAMILY & CHILDREN'S PLACE INC 525 ZANE ST LOUISVILLE KY 40203 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 150000 FUND FOR THE ARTS 623 W MAIN ST LOUISVILLE KY 40202 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 10000 HUMANE SOCIETY OF WASHINGTON COUNTY INC 204 JOSEPH ST SALEM IN 47167 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 150000 INDIANA UNIVERSITY SOUTHEAST 4201 GRANT LINE RD NEW ALBANY IN 47150 N/A SCHOOL WILLIS CHARLES SERIES & OGLE CENTER OPERATIONS SUPPORT 5000 IVY TECH COMMUNITY COLLEGE 8204 COUNTY ROAD 311 SELLERSBURG IN 47172 N/A SCHOOL PFAU HALL/OGLE LIBRARY RENOVATION 250000 LEADERSHIP SOUTHERN INDIANA INC 8204 HWY 311 SELLERSBURG IN 47172 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 10000 METRO UNITED WAY 334 E BROADWAY LOUISVILLE KY 40202 N/A PUBLIC CHARITY CLARK COUNTY, INDIANA & FLOYD COUNTY, INDIANA 30000 ONE SOUTHERN INDIANA 4100 CHARLESTOWN ROAD NEW ALBANY IN 47150 N/A PUBLIC CHARITY ECONOMIC DEVELOPMENT SUPPORT 17500 RIVER HERITAGE CONSERVANCY PO BOX 486 JEFFERSONVILLE IN 47131 SHARED OFFICER OF BOARD PUBLIC CHARITY GENERAL PURPOSE FUNDS 750000 SWITZERLAND COUNTY HISTORICAL SOCIETY 208 E MARKET ST VEVAY IN 47043 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 4000 THE PHILANTHROPY ROUNDTABLE 1120 20TH ST NW NO 5505 WASHINGTON DC 20036 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 5000 UNITED WAY OF SCOTT COUNTY 60 N MAIN ST SCOTTSBURG IN 47170 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 10000 VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 3075 SOUTHEASTERN PA 193989917 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 100000 WASHINGTON COUNTY HISTORICAL SOCIETY INC 307 E MARKET ST SALEM IN 47167 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 150000 2116750 ACCESS VENTURES INC PO BOX 4572 LOUISVILLE KY 40204 N/A PRIVATE OPERATING FO ELEVATE VENTURES PARTNERSHIP 150000 150000 14 715488 16 4008 18 2688435 0 3407931 0 3407931 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX PREPARATION 18000 8100 9900 ACCESS VENTURES INC PO BOX 4572 LOUISVILLE KY 40204 2021-06-15 150000 THE GRANT IS PURSUANT TO THE ELEVATE VENTURES PARTNERSHIP AGREEMENT, WHEREBY ACCESS VENTURES, INC. COMMITS TO MAKE A SERIES OF CAPITAL CONTRIBUTIONS IN THE AGGREGATE AMOUNT OF $350,000 TO ELEVATE VENTURES, INC., AND ELEVATE VENTURES, INC. AGREES TO DESIGNATE AN AGGREGATE AMOUNT UP TO $500,000 TO PROVIDE INVESTMENT CAPITAL SUPPORT TO STARTUP AND EARLY-STAGE PRIVATE COMPANIES IN THE REGION. THIS PARTNERSHIP WAS INITIALLY BETWEEN ENDEAVOR EDGE, INC. AND ELEVATE VENTURES, INC. UNTIL THE DISSOLUTION OF ENDEAVOR EDGE, INC. DURING 2021. THE PARTNERSHIP AGREEMENT WAS ASSIGNED TO ACCESS VENTURES, INC. 150000 NO DIVERSION, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/21 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. 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