2026-08-24T14:50:45-05:00 2025-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990PF 2025-01-01 611230193 HERTZMAN FOUNDATION INC HERT 5028954265 6011 BROWNSBORO PARK BOULEVARD F LOUISVILLE KY 40207 ALLEN HERTZMAN DIRECTOR 5028954265 2026-08-14 1 MEGAN BALL P01595544 5025896050 2025 2025-03-06 01:10:19Z X 4281474 X X 6541 6541 46383 46383 266559 479729 266559 319483 319483 0 0 0 4500 0 4500 1402 1402 0 6628 242 6386 42676 42676 0 55206 44320 10886 182653 182653 237859 44320 193539 81624 275163 31691 45309 45309 1569410 1669566 4236165 1601101 1714875 4281474 0 0 X 1601101 1714875 1601101 1714875 1601101 1714875 1601101 81624 32150 1714875 0 1714875 CHARLES SCHWAB P 49216 28749 20467 20467 CHARLES SCHWAB P 170779 168333 2446 2446 PAATHROUGH- BELLE MEADE K-1 P 259734 259734 259734 PAATHROUGH- BELLE MEADE K-1 P 16088 -16088 -16088 266559 3825 0 3825 0 3825 3200 0 0 0 3200 75 700 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 0 N/A ALLEN HERTZMAN 5028954265 6011 BROWNSBORO RD STE F LOUISVILLE KY 40222 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN F HERTZMAN 6011 BROWNSBORO PARK BLVD STE F LOUISVILLE KY 40222 TREASURER - DIRECTOR 1.00 0 0 0 JOSEPH HERTZMAN 6011 BROWNSBORO PARK BLVD STE F LOUISVILLE KY 40222 PRESIDENT - DIRECTOR 1.00 0 0 0 JILL H PROLMAN 6011 BROWNSBORO PARK BLVD STE F LOUISVILLE KY 40222 SECRETARY - DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 223207 43741 3564908 3831856 0 0 3831856 57478 3774378 188719 188719 3825 3825 184894 0 184894 0 184894 193539 0 193539 184894 178022 0 0 193539 178022 0 0 15517 0 0 0 0 0 0 0 0 169377 0 0 0 X 502 CIRCLE FOUNDATION 115 WEST CHESTNUT STREET JEFFERSONVILLE IN 47130 N/A PC EDUC 10000 ANIMAL CARE SOCIETY 12207 WESTPORT RD LOUISVILLE KY 40245 N/A PC ANIMAL CARE 500 BLESSINGS IN A BACKPACK 4121 SHELBYVILLE RD LOUISVILLE KY 40207 N/A PC HEALTH & HUMAN SERVICES 7500 BOYS & GIRLS CLUB OF KENTUCKIANA 3900 CRITTENDEN DRIVE LOUISVILLE KY 40209 N/A PC YOUTH SERVICES 5000 BOYS & GIRLS HAVEN 2301 GOLDSMITH LANE LOUISVILLE KY 40218 N/A PC YOUTH SERVICES 500 CENTER FOR WOMEN AND FAMILIES PO BOX 2048 LOUISVILLE KY 40201 N/A PC HEALTH & HUMAN SERVICES 1000 CHILDREN'S HOSPITAL FOUNDATION 234 E GRAY STREET LOUISVILLE KY 40202 N/A PC HEALTH CARE SERVICES 400 CONGREGATION BETH ISRAEL 9001 TOWNE CENTRE DRIVE SAN DIEGO CA 92122 N/A PC RELIGIOUS/EDUCATIONAL 5007 CONGREGATION OCEAN REEF 31 OCEAN REEF DR KEY LARGO FL 33037 N/A PC RELIGIOUS/EDUCATIONAL 3000 CURESCIENCE INSTITUTE 5820 OBERLIN DRIVE SUITE 202 SAN DIEGO CA 92121 N/A PC RESEARCH 5000 FEEDING SAN DIEGO 9477 WAPLES ST STE 200 SAN DIEGO CA 92121 N/A PC HEALTH & HUMAN SERVICES 10000 FIRST TEE LOUISVILLE 460 NORTHWESTERN PARKWAY LOUISVILLE KY 40212 N/A PC HEALTH & HUMAN SERVICES 1000 GENERATE HOPE 4025 CAMINO DEL RIO SOUTH STE 300 SAN DIEGO CA 92108 N/A PC HEALTH & HUMAN SERVICES 1500 HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 N/A PC ANIMAL CARE SERVICES 2500 IMPACT 100 INC 4010 EXECUTIVE PARK DR STE 100 CINCINNATI OH 45241 N/A PC HEALTH & HUMAN SERVICES 2000 JEWISH FAMILY & CAREER SERVICES 3600 DUTCHMANS LN LOUISVILLE KY 40205 N/A PC HEALTH & HUMAN SERVICES 3500 JEWISH FEDERATION OF LOUISVILLE 3600 DUTCHMANS LN LOUISVILLE KY 40205 N/A PC RELIGIOUS/EDUCATIONAL 35000 KENTUCKY GOLF FOUNDATION 1116 ELMORE JUST DRIVE LOUISVILLE KY 40245 N/A PC EDUCATIONAL - ATHLETICS 10000 KENTUCKY HUMANE SOCIETY 1000 LYNDON LN LOUISVILLE KY 40222 N/A PC ANIMAL CARE SERVICES 2150 KIDS CENTER FOR PEDIATRIC THERAPIES PO BOX 17630 LOUISVILLE KY 40217 N/A PC HEALTH & HUMAN SERVICES 1000 LEUKEMIA & LYMPHOMA PO BOX 22443 NEW YORK NY 100872443 N/A PC RESEARCH 1000 LOUISVILLE METRO POLICE FOUNDATION INC 982 EASTERN PARKWAY LOUISVILLE KY 40217 N/A PC SAFETY EQUIPMENT & PROGRAMS 5000 MAKE A WISH 1230 LIBERTY BANK LN 300 LOUISVILLE KY 40222 N/A PC HUMAN SERVICES 3000 METRO UNITED WAY 334 E BROADWAY LOUISVILLE KY 40204 N/A PC HEALTH & HUMAN SERVICES 10000 MIAMI UNIVERSITY FROST SCHOOL OF MUSIC PO BOX 025388 MIAMI FL 33102 N/A PC EDUCATIONAL 500 MIRACOSTA COLLEGE FOUNDATION ONE BARNARD DR OCEANSIDE CA 92056 N/A PC EDUCATION 10000 NORTON HEALTHCARE FOUNDATION 234 E GRAY STREET LOUISVILLE KY 40202 N/A PC HEALTH CARE SERVICES 1500 OCEAN REEF COMMUNITY FOUNDATION 35 OCEAN REEF DRIVE 148 KEY LARGO FL 33037 N/A PC HEALTH & HUMAN SERVICES 15000 OCEAN REEF CULTURAL CENTER INC 200 ANCHOR DR KEY LARGO FL 33037 N/A PC PERFORMING ARTS 5000 OCEAN REEF MEDICAL CENTER FOUNDATION INC 50 BARRACUDA LANE KEY LARGO FL 33037 N/A PC HEALTH & HUMAN SERVICES 5000 SAN DIEGO HUMANE SOCIETY & SPCA 5500 GAINES ST SAN DIEGO CA 92101 N/A PC ANIMAL CARE 1500 SAN DIEGO RESCUE MISSION 120 ELM STREET SAN DIEGO CA 92101 N/A PC HEALTH & HUMAN SERVICES 3000 SONOMA COUNTY ANIMAL SERVICES 1247 CENTURY CT SANTA ROSA CA 95403 N/A PC ANIMAL CARE 2000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 N/A PC HEALTH CARE SERVICES 500 STAMINA FOUNDATION 9700 PARK PLAZA AVE LOUISVILLE KY 40241 N/A PC HEALTH & HUMAN SERVICES 500 THE HEALING PLACE 1020 W MARKET ST LOUISVILLE KY 40202 N/A PC HEALTH & HUMAN SERVICES 250 THE HOME OF THE INNOCENTS 1100 EAST MARKET ST LOUISVILLE KY 40206 N/A PC HEALTH & HUMAN SERVICES 2500 THE KENTUCKY CENTER 501 WEST MAIN STREET LOUISVILLE KY 40202 N/A PC HEALTH & HUMAN SERVICES 250 THE TEMPLE 5101 US HIGHWAY 42 LOUISVILLE KY 40241 N/A PC RELIGIOUS/EDUCATIONAL 7596 UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION CONTROLLERS OFFICE SERVICE COMPLEX LOUISVILLE KY 40292 N/A SO I EDUCATIONAL - ATHLETICS 2000 182653 0 14 6541 14 46383 18 266559 0 319483 0 319483 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4500 0 4500 BELLE MEADE ASSOCIATES NT LP K1 AT COST 1051054 3564908 CHARLES SCHWAB 5601 AT COST 418343 469936 CHARLES SCHWAB 7787 AT COST 200169 201321 BELLE MEADE ASSOCIATES K-1 42676 42676 0 UNREALIZED GAIN 32150 INVESTMENT MANAGEMENT 1402 1402 0 FOREIGN TAXES PAID 242 242 0 FEDERAL TAXES 6386 0 6386