2024-11-14T13:07:30-06:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2023-01-01 455542319 BRYCE C TURNER MEMORIAL FOUNDATION INC BRYC 5028028810 11713 HIDDEN CREEK ROAD PROSPECT KY 40059 MARY TURNER DIRECTOR 5028028810 2024-11-13 1 0 CHRISTINE N KOENIG P01022180 5024269660 2024-11-13 2023 2024-10-15 13:58:12Z X 347081 X X 9435 9435 433 76617 433 9868 9868 0 0 0 2450 0 2450 4042 4042 0 102 0 0 600 0 600 7194 4042 3050 19000 19000 26194 4042 22050 -16326 5826 9542 1778 1778 326088 345303 345303 335630 347081 347081 0 0 X 0 0 0 0 335630 347081 335630 347081 335630 347081 335630 -16326 27777 347081 0 347081 PUBLICLY TRADED SECURITIES 75331 76184 -853 -853 CAPITAL GAINS DIVIDENDS P 1286 1286 1286 433 81 0 81 0 81 0 0 0 0 0 0 81 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A THE FOUNDATION 5028028810 11713 HIDDEN CREEK ROAD 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 MARY TURNER 11713 HIDDEN CREEK RD PROSPECT KY 40059 DIRECTOR 1.00 0 0 0 JOEL TURNER 11713 HIDDEN CREEK RD PROSPECT KY 40059 PRESIDENT, DIRECTOR 1.00 0 0 0 EMILY SPILLMAN 11713 HIDDEN CREEK RD PROSPECT KY 40059 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 338057 7915 0 345972 0 0 345972 5190 340782 17039 17039 81 81 16958 0 16958 0 16958 22050 0 22050 16958 1754 0 0 22050 1754 0 0 16958 3338 0 0 3338 0 0 0 0 0 0 0 3338 3338 MARY TURNER JOEL TURNER X MYRIAD USA INC FKA KING BAUDOUIN FOUNDATION 551 FIFTH AVENUE SUITE 2400 NEW YORK NY 10176 N/A PC EDUCATION 5000 NATIVITY ACADEMY AT ST BONIFACE INC 529 E LIBERTY ST LOUISVILLE KY 40202 N/A PUBLIC CHARITY MISSION SUPPORT - EDUCATION 5000 PARENT HEART WATCH 2624 WHITMAN DRIVE WILIMNGTON DE 19808 N/A PUBLIC CHARITY SUDDEN CARDIAC ARREST PREVENTION, EDUCATION 5000 ST MARTIN OF TOURS CATHOLIC CHURCH 639 S SHELBY ST LOUISVILLE KY 40202 N/A PC FATHER DELJO'S CHILDRENS HOSPITAL 3000 TRINITY HIGH SCHOOL 4011 SHELBYVILLE ROAD LOUISVILLE KY 40207 N/A PC EDUCATION 1000 19000 0 14 9435 18 433 0 9868 0 9868 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2450 0 2450 192 SHS FIDELITY MSCI HEALTH FMV 12421 12421 273 SHS FIDELITY MSCI MATERIALS FMV 13306 13306 112 SHS ISHARES CONVERTIBLE BOND FMV 8802 8802 245 SHS ISHARES GLOBAL REIT ETF FMV 5924 5924 399 SHS ISHARES TOTAL USD BOND FMV 18382 18382 274 SHS VANGUARD FTSE DEVELOPED FMV 13125 13125 115 SHS VANGUARD MID CAP ETF FMV 26754 26754 3667.041 SHS BLACKROCK STRATEGIC GLOBAL FMV 19509 19509 2380.057 SHS DELAWARE DIVERSIFIED, INC FMV 18350 18350 1281.922 SHS EATON VANCE FLOATING RATE I FMV 10794 10794 1777.960 SHS SEGALL BRYANT & HAMILL FMV 16642 16642 661.851 SHS VANGUARD INFLATION-PROTECTED FMV 15243 15243 555.458 SHS AMERICAN FUNDS CAPITAL I FMV 36760 36760 238.735 SHS AMERICAN FUNDS NEW WORLD F3 FMV 17905 17905 442.347 SHS AQR MANAGED FUTURES STRATEGY FMV 3618 3618 193.666 SHS DIAMOND HILL LONG-SHORT FMV 5215 5215 796.942 SHS FIRST EAGLE OVERSEAS FMV 19141 19141 454.221 SHS INVESCO DEVELOPING MARKETS R6 FMV 17519 17519 563.521 SHS PIMCO COMMODITY REAL RET FMV 7298 7298 1349.309 SHS ROYCE SMALL-CAP OPPORTUNITY FMV 20388 20388 106.888 SHS WASATCH SMALL CAP GROWTH FMV 3940 3940 854 SHS CAPITAL GROUP GROWTH FMV 24108 24108 191 SHS ISHARES CORE GRW ALLO FMV 10159 10159 CHARITABLE APPLICATION FEE 600 0 600 UNREALIZED GAIN 27777 INVESTMENT MANAGEMENT 4042 4042 0 EXCISE TAX 102 0 0