2026-05-05T10:50:04-05:00 2025-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2025-01-01 841664591 THE JAMIE PARSLEY FAMILY FOUNDATION INC JAMI 5022285325 7012 BREAKWATER PL PROSPECT KY 40059 ARCHIE PARSLEY PRESIDENT 5022285325 2026-05-04 1 CHRISTINE NICHTER P01022180 5024269660 2026-04-30 2025 2025-03-06 01:10:19Z X 2537191 X 56134 64329 64329 238251 1906755 238251 358714 302580 0 0 0 2500 0 2500 15198 15198 0 1100 1100 0 18798 16298 2500 149772 149772 168570 16298 152272 190144 286282 62332 63378 63378 322110 468735 466628 0 221631 258475 143606 164955 164223 1563273 1311939 1584487 2091321 2230638 2537191 0 0 X 0 0 0 0 2091321 2230638 2091321 2230638 2091321 2230638 2091321 190144 0 2281465 50827 2230638 PUBLICLY TRADED SECURITIES P 124307 112245 12062 12062 PUBLICLY TRADED SECURITIES P 1669995 1440946 229049 229049 PUBLICLY TRADED SECURITIES P 18701 18623 78 78 PUBLICLY TRADED SECURITIES P 93752 96690 -2938 -2938 238251 3979 0 3979 0 3979 1749 0 0 0 1749 0 2230 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 1 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 2356388 71160 0 2427548 0 0 2427548 36413 2391135 119557 119557 3979 3979 115578 0 115578 0 115578 152272 0 152272 115578 0 0 24672 16533 28235 22258 13120 104818 152272 0 0 0 115578 36694 0 0 141512 0 0 0 0 0 0 24672 116840 16533 28235 22258 13120 36694 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 AN APRIL AWARD. GRANTS: OCTOBER 1 FOR A DECEMBER AWARD. 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. AUBURN UNIVERSITY 182 S COLLEGE ST AUBURN AL 36849 N/A PC SCHOLARSHIPS 10000 BARREN HEIGHTS 11420 WATTERSON CT 800 LOUISVILLE KY 40299 N/A PC GRANT - CHRISTMAS SHOP 2000 BELLARMINE UNIVERSITY 2001 NEWBURG RD LOUISVILLE KY 40205 N/A PC SCHOLARSHIPS 10000 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 N/A PC SCHOLARSHIPS 5000 BOYS AND GIRLS CLUBS INC 3900 CRITTENDEN DR LOUISVILLE KY 40209 N/A PC GRANT - OPERATIONAL 3000 CENTRE COLLEGE 600 WALNUT STREET DANVILLE KY 40422 N/A PC SCHOLARSHIPS 5000 DARE TO CARE INC 5803 FERN VALLEY ROAD LOUISVILLE KY 40228 N/A PC GRANT - SCHOOL PANTRY PROGRAM 5000 DENISON UNIVERSITY 100 W COLLEGE STREET GRANVILLE OH 43023 N/A PC SCHOLARSHIPS 5000 DEPAUL SCHOOL 1925 DUKER AVENUE LOUISVILLE KY 40205 N/A PC GRANT - FIELD TRIPS 4000 INDIANA UNIVERSITY SOUTHEAST 4201 GRANT LINE ROAD NEW ALBANY IN 47150 N/A PC SCHOLARSHIPS 5000 LIFEHOUSE INC 2710 REIDLING DR LOUISVILLE KY 40206 N/A PC GRANT - BEDS AND MATTRESSES 2500 LIGHTHOUSE ACADEMY 5312 SHEPHERDSVILLE ROAD LOUISVILLE KY 40228 N/A PC GRANT - PARTNER LEARNING 3000 NATIVITY ACADEMY 529 E LIBERTY ST LOUISVILLE KY 40202 N/A PC GRANT - TRACK UNIFORMS 5772 OREGON STATE UNIVERSITY 1500 SW JEFFERSON WAY CORVALLIS OR 97331 N/A PC SCHOLARSHIPS 5000 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 N/A PC GRANT - STORAGE SHED 5000 PRESENTATION ACADEMY 861 S 4TH STREET LOUISVILLE KY 40203 N/A PC SCHOLARSHIPS 2000 SAMFORD UNIVERSITY 800 LAKESHORE DRIVE HOMEWOOD AL 35229 N/A PC SCHOLARSHIPS 5000 ST MARY'S CENTER 14207 AIKEN ROAD LOUISVILLE KY 40245 N/A PC GRANT - ROOF REPAIR 7500 UNIVERSITY OF CINCINNATI 500 UNIVERSITY HALL ML 641 CINCINNATI OH 45221 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF GEORGIA DEVELOPMENT ALUMNI RELATIONS ATHENS GA 30602 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF KENTUCKY WILLIAM B STURGILL PHILANTHROPY BUILDING LEXINGTON KY 40506 N/A PC SCHOLARSHIPS 30000 UNIVERSITY OF MIAMI 205 ASHE BUILDING PO BOX 248004 CORAL GABLES FL 33124 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF MISSISSIPPI 218 CARRIER UNIVERSITY MS 38655 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF WISCONSIN 333 E CAMPUS MALL 9701 MADISON WI 53715 N/A PC SCHOALRSHIPS 5000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD BOX 7201 WINSTON SALEM NC 27109 N/A PC SCHOLARSHIPS 5000 149772 0 14 64329 18 238251 0 302580 0 302580 0 0 0 0 0 0 0 0 0 0 X X 1 ARCHIE E AND MARY K PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 56134 X X 1 COMMON STOCK: ISHARES RUSSELL 1000 7SHS, MORGAN STANLEY 88 SHS, NRG ENERGY INC 224 SHS 56134 2025-11-12 TAX PREPARATION FEE 2500 0 2500 AMGEN INC 5.150% MAR 02, 2028 8082 8187 CAPITAL ONE FINANCIAL CO 3.8% JAN 31, 2028 5854 5976 COMCAST CORP COMPANY GUARNT 1.5% FEB 15, 2031 8509 7825 FISERV INC 3.5% JUL 1, 2029 7907 7758 GOLDMAN SACHS GROUP INC VAR% APR 22 2032 7636 8206 GOLDMAN SACHS GROUP INC VAR% JUL 23 2030 10165 10246 HCA INC 5.45% APR 1 2031 8221 8350 HCA INC 5.75% MAR 1 2035 9426 9446 JP MORGAN CHASE & CO VAR% MAY 1, 2028 5976 5966 JP MORGAN CHASE & CO VAR% OCT 15, 2030 11090 10435 KINDER MORGAN INC 5.00% FEB 1 2029 7998 8185 MARSH & MCLENNAN COS INC 4.375% MAR 15, 2029 7020 7070 MORGAN STANLEY SER GMTN VAR% JAN 23, 2030 13335 13072 NEXTERA ENERGY CAPITAL COMPANY GUARNT 2.25% JUN 1, 2030 7182 6437 ORACLE CORP 2.95% APR 1, 2030 10158 9232 PNC FINANCIAL SERVICES VAR% OCT 20, 2034 6201 6790 TRUIST FINANCIAL CORP VAR% JAN 24 2035 10036 10519 VERIZON COMMUNICATIONS 5.250% APR 2, 2035 10154 10164 WELLS FARGO & COMPANY SER MTN GLB VAR% JUL 25, 2029 10005 10359 ALTRIA GROUP, 54 SHS 3126 3114 AT&T, 208 SHS 5534 5167 BCE INC, 168 SHS 3745 4002 BECTON DICKINSON, 18 SHS 3160 3493 BROADCOM, 19 SHS 3111 6576 CHEVRON CORP, 38 SHS 5122 5792 CHUBB LTD, 28 SHS 7823 8739 CISCO SYSTEMS INC, 104 SHS 5701 8011 CITIGROUP INC COM NEW, 58 SHS 3660 6768 COMCAST CORP NEW CL A, 243 SHS 7960 7263 CONOCOPHILLIPS, 60 SHS 5262 5617 CROWN CASTLE, 50 SHS 5090 4444 DIAGEO PLC SPSD ADR NEW, 42 SHS 4461 3623 DOW INC REG, 153 SHS 4293 3577 DUKE ENERGY CORP NEW, 57 SHS 6864 6681 EXON MOBIL CORP COM, 50 SHS 5287 6017 GENL DYNAMICS CORP COM, 20 SHS 5471 6733 GENUINE PARTS CO, 51 SHS 5828 6271 HEALTH PEAK PPTYS INC, 344 SHS 6415 5532 JOHNSON AND JOHNSON, 45 SHS 7125 9313 JOHNSON CONTROLS INTER, 62 SHS 4708 7425 JP MORGAN CHASE & CO, 29 SHS 6705 9344 LOWES COMPANIES INC, 26 SHS 5650 6270 MEDTRONIC PLC, 77 SHS 6328 7397 MERCK AND CO INC, 74 SHS 5772 7789 MICROSOFT CORP, 5 SHS 1798 2418 MORGAN STANLEY, 45 SHS 4694 7989 NEXTERA ENERGY, 92 SHS 5987 7386 NOVARTIS ADR, 58 SHS 6452 7996 OMNICOM GROUP, 47 SHS 3393 3795 PFIZER, 103 SHS 2266 2565 PHILLIP MORRIS INTL, 51 SHS 8234 8180 PNC FINCL SERVICES GROUP, 40 SHS 6139 8349 QUALCOMM, 24 SHS 3377 4105 RTX CORP, 36 SHS 4534 6602 SIEMENS AG ADR, 51 SHS 5459 7137 TARGET CORP, 62 SHS 5708 6060 TRAVELERS COS INC, 16 SHS 4093 4641 TRUIST FINL CORP, 148 SHS 5420 7283 UNILEVER PLC, 86 SHS 5808 5624 UNITED PARCEL SVC CL B, 52 SHS 4901 5158 UNITEDHEALTH GROUP INC, 9 SHS 3143 2971 VICI PPTYS INC, 187 SHS 6024 5258 468735 466628 0 0 BATS MORTGAGE, 19775.9660 SHS AT COST 181871 169085 BATS SECURITIZED, 2258.2160 SHS AT COST 21256 21634 BATS SHORT DUR TAX, 2346.1900 SHS AT COST 22412 21843 INVESCO PREFERRED EFT, 596 SHS AT COST 6487 6699 ISHARES INC CORE MSCI, 1814 SHS AT COST 94000 121937 ISHARES TR CORE MSCI EAF, 2482 SHS AT COST 186626 222040 VANGUARD GROWTH ETF, 792 SHS AT COST 271981 386385 VANGUARD INTERMEDIATE, 408 SHS AT COST 32971 34170 VANGUARD SMALL CAP VALUE, 329 SHS AT COST 56197 69679 VANGUARD SMALL CAP, 224 SHS AT COST 51510 67673 VANGUARD VALUE ETF, 2426 SHS AT COST 386628 463342 COST BASIS ADJUSTMENTS 3908 COST FMV DIFFERENCE DONATED SECURITIES 46919 INVESTMENT MANAGEMENT FEE 15048 15048 0 ANNUAL SERVICE FEE 150 150 0 ARCHIE E PARSLEY JR 7012 BREAKWATER PLACE PROSPECT KY 40059 MARY K PARSLEY 7012 BREAKWATER PLACE PROSPECT KY 40059 FOREIGN TAXES 1100 1100 0