JAMIE PARSLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMIE PARSLEY FAMILY FOUNDATION INC (EIN 84-1664591)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349101725
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T10:50:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE NICHTER | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,537,191 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,134 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $238,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,906,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $358,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,580 | 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 | $15,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,772 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,772 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $286,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,378 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $322,110 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $468,735 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $466,628 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $221,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $143,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,223 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,563,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,311,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,584,487 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,091,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,230,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,537,191 | 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 | $2,091,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,230,638 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,091,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,091,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,230,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,091,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,281,465 | SubtotalAmt |
| Other Decreases | $50,827 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,638 | 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 | $124,307 | $112,245 | $12,062 | $12,062 |
| PUBLICLY TRADED SECURITIES | P | $1,669,995 | $1,440,946 | $229,049 | $229,049 |
| PUBLICLY TRADED SECURITIES | P | $18,701 | $18,623 | $78 | $78 |
| PUBLICLY TRADED SECURITIES | P | $93,752 | $96,690 | -$2,938 | -$2,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,979 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,749 | 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 | $1,749 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,230 | 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 | Yes (1) | 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 | $2,356,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,427,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,427,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,391,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,979 | TotalTaxAmt |
| Distributable Before Adj | $115,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,272 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,672 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,533 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,235 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,694 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,512 | 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 | $24,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,533 | ExcessFromYear4Amt |
| Excess From Year3 | $28,235 | ExcessFromYear3Amt |
| Excess From Year2 | $22,258 | ExcessFromYear2Amt |
| Excess From Year1 | $13,120 | ExcessFromYear1Amt |
| Excess From Current Year | $36,694 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY | ||||||||
| 182 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | SCHOLARSHIPS | $10,000 | |
| BARREN HEIGHTS | ||||||||
| 11420 WATTERSON CT 800 | LOUISVILLE | KY | 40299 | N/A | PC | GRANT - CHRISTMAS SHOP | $2,000 | |
| BELLARMINE UNIVERSITY | ||||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | N/A | PC | SCHOLARSHIPS | $10,000 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| BOYS AND GIRLS CLUBS INC | ||||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 40209 | N/A | PC | GRANT - OPERATIONAL | $3,000 | |
| CENTRE COLLEGE | ||||||||
| 600 WALNUT STREET | DANVILLE | KY | 40422 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| DARE TO CARE INC | ||||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | N/A | PC | GRANT - SCHOOL PANTRY PROGRAM | $5,000 | |
| DENISON UNIVERSITY | ||||||||
| 100 W COLLEGE STREET | GRANVILLE | OH | 43023 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| DEPAUL SCHOOL | ||||||||
| 1925 DUKER AVENUE | LOUISVILLE | KY | 40205 | N/A | PC | GRANT - FIELD TRIPS | $4,000 | |
| INDIANA UNIVERSITY SOUTHEAST | ||||||||
| 4201 GRANT LINE ROAD | NEW ALBANY | IN | 47150 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| LIFEHOUSE INC | ||||||||
| 2710 REIDLING DR | LOUISVILLE | KY | 40206 | N/A | PC | GRANT - BEDS AND MATTRESSES | $2,500 | |
| LIGHTHOUSE ACADEMY | ||||||||
| 5312 SHEPHERDSVILLE ROAD | LOUISVILLE | KY | 40228 | N/A | PC | GRANT - PARTNER LEARNING | $3,000 | |
| NATIVITY ACADEMY | ||||||||
| 529 E LIBERTY ST | LOUISVILLE | KY | 40202 | N/A | PC | GRANT - TRACK UNIFORMS | $5,772 | |
| OREGON STATE UNIVERSITY | ||||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| PARKS ALLIANCE OF LOUISVILLE | ||||||||
| PO BOX 5755 | LOUISVILLE | KY | 40255 | N/A | PC | GRANT - STORAGE SHED | $5,000 | |
| PRESENTATION ACADEMY | ||||||||
| 861 S 4TH STREET | LOUISVILLE | KY | 40203 | N/A | PC | SCHOLARSHIPS | $2,000 | |
| SAMFORD UNIVERSITY | ||||||||
| 800 LAKESHORE DRIVE | HOMEWOOD | AL | 35229 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| ST MARY'S CENTER | ||||||||
| 14207 AIKEN ROAD | LOUISVILLE | KY | 40245 | N/A | PC | GRANT - ROOF REPAIR | $7,500 | |
| UNIVERSITY OF CINCINNATI | ||||||||
| 500 UNIVERSITY HALL ML 641 | CINCINNATI | OH | 45221 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF GEORGIA | ||||||||
| DEVELOPMENT ALUMNI RELATIONS | ATHENS | GA | 30602 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF KENTUCKY | ||||||||
| WILLIAM B STURGILL PHILANTHROPY | LEXINGTON | KY | 40506 | N/A | PC | SCHOLARSHIPS | $30,000 | BUILDING |
| UNIVERSITY OF MIAMI | ||||||||
| 205 ASHE BUILDING PO BOX 248004 | CORAL GABLES | FL | 33124 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF MISSISSIPPI | ||||||||
| 218 CARRIER | UNIVERSITY | MS | 38655 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 333 E CAMPUS MALL 9701 | MADISON | WI | 53715 | N/A | PC | SCHOALRSHIPS | $5,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST RD BOX 7201 | WINSTON SALEM | NC | 27109 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,772 | 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 | $64,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $238,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $302,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,580 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHIE E AND MARY K PARSLEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $56,134 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMON STOCK: ISHARES RUSSELL 1000 7SHS, MORGAN STANLEY 88 SHS, NRG ENERGY INC 224 SHS | NoncashPropertyDesc |
| Fair Market Value | $56,134 | FairMarketValueAmt |
| Received | 2025-11-12 | ReceivedDt |
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 |
|---|---|---|
| AMGEN INC 5.150% MAR 02, 2028 | $8,082 | $8,187 |
| CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 | $5,854 | $5,976 |
| COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 | $8,509 | $7,825 |
| FISERV INC 3.5% JUL 1, 2029 | $7,907 | $7,758 |
| GOLDMAN SACHS GROUP INC VAR% APR 22 2032 | $7,636 | $8,206 |
| GOLDMAN SACHS GROUP INC VAR% JUL 23 2030 | $10,165 | $10,246 |
| HCA INC 5.45% APR 1 2031 | $8,221 | $8,350 |
| HCA INC 5.75% MAR 1 2035 | $9,426 | $9,446 |
| JP MORGAN CHASE & CO VAR% MAY 1, 2028 | $5,976 | $5,966 |
| JP MORGAN CHASE & CO VAR% OCT 15, 2030 | $11,090 | $10,435 |
| KINDER MORGAN INC 5.00% FEB 1 2029 | $7,998 | $8,185 |
| MARSH & MCLENNAN COS INC 4.375% MAR 15, 2029 | $7,020 | $7,070 |
| MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 | $13,335 | $13,072 |
| NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 | $7,182 | $6,437 |
| ORACLE CORP 2.95% APR 1, 2030 | $10,158 | $9,232 |
| PNC FINANCIAL SERVICES VAR% OCT 20, 2034 | $6,201 | $6,790 |
| TRUIST FINANCIAL CORP VAR% JAN 24 2035 | $10,036 | $10,519 |
| VERIZON COMMUNICATIONS 5.250% APR 2, 2035 | $10,154 | $10,164 |
| WELLS FARGO & COMPANY SER MTN GLB VAR% JUL 25, 2029 | $10,005 | $10,359 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP, 54 SHS | $3,126 | $3,114 |
| AT&T, 208 SHS | $5,534 | $5,167 |
| BCE INC, 168 SHS | $3,745 | $4,002 |
| BECTON DICKINSON, 18 SHS | $3,160 | $3,493 |
| BROADCOM, 19 SHS | $3,111 | $6,576 |
| CHEVRON CORP, 38 SHS | $5,122 | $5,792 |
| CHUBB LTD, 28 SHS | $7,823 | $8,739 |
| CISCO SYSTEMS INC, 104 SHS | $5,701 | $8,011 |
| CITIGROUP INC COM NEW, 58 SHS | $3,660 | $6,768 |
| COMCAST CORP NEW CL A, 243 SHS | $7,960 | $7,263 |
| CONOCOPHILLIPS, 60 SHS | $5,262 | $5,617 |
| CROWN CASTLE, 50 SHS | $5,090 | $4,444 |
| DIAGEO PLC SPSD ADR NEW, 42 SHS | $4,461 | $3,623 |
| DOW INC REG, 153 SHS | $4,293 | $3,577 |
| DUKE ENERGY CORP NEW, 57 SHS | $6,864 | $6,681 |
| EXON MOBIL CORP COM, 50 SHS | $5,287 | $6,017 |
| GENL DYNAMICS CORP COM, 20 SHS | $5,471 | $6,733 |
| GENUINE PARTS CO, 51 SHS | $5,828 | $6,271 |
| HEALTH PEAK PPTYS INC, 344 SHS | $6,415 | $5,532 |
| JOHNSON AND JOHNSON, 45 SHS | $7,125 | $9,313 |
| JOHNSON CONTROLS INTER, 62 SHS | $4,708 | $7,425 |
| JP MORGAN CHASE & CO, 29 SHS | $6,705 | $9,344 |
| LOWES COMPANIES INC, 26 SHS | $5,650 | $6,270 |
| MEDTRONIC PLC, 77 SHS | $6,328 | $7,397 |
| MERCK AND CO INC, 74 SHS | $5,772 | $7,789 |
| MICROSOFT CORP, 5 SHS | $1,798 | $2,418 |
| MORGAN STANLEY, 45 SHS | $4,694 | $7,989 |
| NEXTERA ENERGY, 92 SHS | $5,987 | $7,386 |
| NOVARTIS ADR, 58 SHS | $6,452 | $7,996 |
| OMNICOM GROUP, 47 SHS | $3,393 | $3,795 |
| PFIZER, 103 SHS | $2,266 | $2,565 |
| PHILLIP MORRIS INTL, 51 SHS | $8,234 | $8,180 |
| PNC FINCL SERVICES GROUP, 40 SHS | $6,139 | $8,349 |
| QUALCOMM, 24 SHS | $3,377 | $4,105 |
| RTX CORP, 36 SHS | $4,534 | $6,602 |
| SIEMENS AG ADR, 51 SHS | $5,459 | $7,137 |
| TARGET CORP, 62 SHS | $5,708 | $6,060 |
| TRAVELERS COS INC, 16 SHS | $4,093 | $4,641 |
| TRUIST FINL CORP, 148 SHS | $5,420 | $7,283 |
| UNILEVER PLC, 86 SHS | $5,808 | $5,624 |
| UNITED PARCEL SVC CL B, 52 SHS | $4,901 | $5,158 |
| UNITEDHEALTH GROUP INC, 9 SHS | $3,143 | $2,971 |
| VICI PPTYS INC, 187 SHS | $6,024 | $5,258 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $468,735 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $466,628 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BATS MORTGAGE, 19775.9660 SHS | AT COST | $181,871 | $169,085 |
| BATS SECURITIZED, 2258.2160 SHS | AT COST | $21,256 | $21,634 |
| BATS SHORT DUR TAX, 2346.1900 SHS | AT COST | $22,412 | $21,843 |
| INVESCO PREFERRED EFT, 596 SHS | AT COST | $6,487 | $6,699 |
| ISHARES INC CORE MSCI, 1814 SHS | AT COST | $94,000 | $121,937 |
| ISHARES TR CORE MSCI EAF, 2482 SHS | AT COST | $186,626 | $222,040 |
| VANGUARD GROWTH ETF, 792 SHS | AT COST | $271,981 | $386,385 |
| VANGUARD INTERMEDIATE, 408 SHS | AT COST | $32,971 | $34,170 |
| VANGUARD SMALL CAP VALUE, 329 SHS | AT COST | $56,197 | $69,679 |
| VANGUARD SMALL CAP, 224 SHS | AT COST | $51,510 | $67,673 |
| VANGUARD VALUE ETF, 2426 SHS | AT COST | $386,628 | $463,342 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS | $3,908 |
| COST FMV DIFFERENCE DONATED SECURITIES | $46,919 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $15,048 | $15,048 | $0 |
| ANNUAL SERVICE FEE | $150 | $150 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ARCHIE E PARSLEY JR | |||
| 7012 BREAKWATER PLACE | PROSPECT | KY | 40059 |
| MARY K PARSLEY | |||
| 7012 BREAKWATER PLACE | PROSPECT | KY | 40059 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |