2025-04-11T07:06:44-05:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2024-01-01 263109983 MARK AND MARTHA SLAUGHTER FAMILY FOUNDATION INC MARK 5025612180 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 MARK SLAUGHTER PRESIDENT 5025612180 2025-04-10 1 0 CHRISTINE N KOENIG P01022180 5024269660 2025-04-02 2024 2025-03-06 01:10:19Z X 559706 X X 12952 12952 26769 443221 26769 39721 39721 0 0 0 1250 0 1250 4054 4054 0 118 0 0 5422 4054 1250 21400 21400 26822 4054 22650 12899 35667 83003 13427 13427 19255 0 0 0 293294 356943 374571 182997 189336 476829 489718 559706 0 0 X 0 0 0 0 476829 489718 476829 489718 476829 489718 476829 12899 0 489728 10 489718 PUBLICLY TRADED SECURITIES P 442204 416452 25752 25752 CAPITAL GAINS DIVIDENDS P 1017 1017 1017 26769 496 0 496 0 496 0 0 0 0 0 0 496 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A THE FOUNDATION 5025612180 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK S SLAUGHTER 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 PRESIDENT 1.00 0 0 0 MARTHA W SLAUGHTER 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 SECRETARY 1.00 0 0 0 JACK SLAUGHTER 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 DIRECTOR 1.00 0 0 0 KATHERINE SLAUGHTER 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 DIRECTOR 1.00 0 0 0 IAN SLAUGHTER 1719 CASSELBERRY ROAD LOUISVILLE KY 40205 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 499907 34453 0 534360 0 0 534360 8015 526345 26317 26317 496 496 25821 0 25821 0 25821 22650 0 22650 25821 3954 0 0 22650 3954 0 0 18696 0 0 0 0 0 0 0 0 7125 0 0 0 X BERNHEIM ARBORETUM & RESEARCH FOREST 2075 CLERMONT ROAD CLERMONT KY 40110 N/A PC GENERAL OPERATING 5000 SPEED ART MUSEUM 2035 SOUTH THIRD STREET LOUISVILLE KY 40208 N/A PC GENERAL OPERATING 2400 KENTUCKY HORSE PARK FOUNDATION 4075 IRON WORKS PARKWAY LEXINGTON KY 40511 N/A PC GENERAL OPERATING 1500 IMPACT 100 LOUISVILLE 3044 BARDSTOWN ROAD 269 LOUISVILLE KY 40205 N/A PC GENERAL OPERATING 1000 AMERICAN HEART ASSOCIATION PO BOX 22221 LOUISVILLE KY 40252 N/A PC GENERAL OPERATING 5000 ISHLT FOUNDATION 141 W JACKSON BLVD SUITE 1340 CHICAGO IL 60604 N/A PC GENERAL OPERATING 5000 KMAC MUSEUM 715 WEST MAIN STREET LOUISVILLE KY 40202 N/A PC ART EDUCATION SPACES 1500 21400 0 14 12952 18 26769 0 39721 0 39721 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1250 0 1250 ABBVIE INC, 57 SHS 9793 10129 ADOBE SYS INC, 7 SHS 3468 3113 ALPHABET INC CLASS A, 72 SHS 10346 13630 AMAZON COM INC, 64 SHS 10837 14041 ANALOG DEVICES INC, 44 SHS 8496 9348 APPLE INC, 60 SHS 11330 15025 BECTON DICKINSON & CO, 20 SHS 4766 4537 BROADCOM INC COM, 100 SHS 12414 23184 CHEVRON CORPORATION, 30 SHS 4604 4345 CHUBB LTD ORDINARY, 26 SHS 6459 7184 CITIGROUP INC COM, 89 SHS 4864 6265 CSX CORP - COM, 210 SHS 7603 6777 EDWARDS LIFESCIENCES CORP, 80 SHS 6985 5922 EMERSON ELEC CO, 80 SHS 8101 10782 EOG RES INC, 50 SHS 5528 6129 GOLDMAN SACHS GROUP INC, 21 SHS 8067 12025 HONEYWELL INTL INC, 30 SHS 6375 6777 HUBBELL INC COM, 15 SHS 6595 6283 INTUITIVE SURGICAL INC, 25 SHS 9601 13049 LOWES COMPANIES INC - COM, 25 SHS 6845 6170 MARVELL TECHNOLOGY GROUP LTD, 106 SHS 7082 11708 MASTERCARD INC CL A, 19 SHS 8681 10005 MERCK & CO INC NEW COM, 60 SHS 7591 5969 META PLATFORM INC, 26 SHS 11996 15223 MICROSOFT CORP, 45 SHS 18221 18967 NIVIDIA CORPORATION, 200 SHS 13767 26858 O REILLY AUTOMOTIVE INC NEW COM, 7 SHS 7376 8301 PFIZER INC, 100 SHS 2960 2653 SALESFORCE COM INC, 10 SHS 2876 3343 STARBUCKS CORP - COM, 75 SHS 6946 6844 SYSCO CORP - COM, 105 SHS 8498 8028 TARGET CORP - COM, 50 SHS 7109 6759 THERMO FISHER SCIENTIFIC INC, 14 SHS 7713 7283 TJX XOS INC NEW, 86 SHS 8251 10390 VISA INC, 22 SHS 6066 6953 WAL-MART STORES INC, 135 SHS 7615 12197 WELLS FARGO & COMPANY, 153 SHS 7469 10747 BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND, 1255.624 SHS AT COST 11981 11891 GUGGENHEIM TOTAL RETURN BOND FUND, 1063.830 SHS AT COST 25000 24947 ISHARES FLOATING RATE NOTE FUND, 500 SHS AT COST 25409 25440 ISHARES IBONDS DEC 2026 CORP, 500 SHS AT COST 11944 12035 ISHARES IBONDS DEC 2027 CORP, 500 SHS AT COST 11924 11980 ISHARES TR IBONDS DEC 2028, 500 SHS AT COST 12464 12450 JP MORGAN UNCONSTRAINED DEBT FUND, 1037.344 SHS AT COST 10000 10072 AVANTIS US SMALL CAP VALUE ETF, 135 SHS AT COST 11600 13031 DIAMOND HILL SMALL-MID CAP FUND, 591.716 SHS AT COST 15000 15142 PROFESSIONALLY MANAGED PORTFOLIOS CONGRESS SMID GROWTH ETF, 515 SHS AT COST 16532 15409 ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS I, 642.055 SHS AT COST 8000 8424 VANGUARD REIT ETF, 100 SHS AT COST 8282 8908 FIRST TRUST NA ENERGY INFRA FD, 550 SHS AT COST 14861 19607 COST BASIS ADJUSTMENT - RETURN OF CAPITAL 10 INVESTMENT MANAGEMENT FEES 4054 4054 0 PRIOR YEAR TAX 118 0 0