2026-05-26T09:37:19-04:00 2025-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2025-01-01 920186097 SAM SWOPE FAMILY FOUNDATION INC SAMS 5024933376 PO BOX 397 PEWEE VALLEY KY 400560397 PATRICIA G SWOPE DIRECTOR 2026-05-15 true JESSICA ENGLER P02037021 5025830262 2026-05-15 2025 2025-03-06 01:10:19Z X 28801769 X X 38916 38916 489853 489853 1167601 6466768 1167601 42226 42226 1738596 1738596 20268 10134 10134 4700 2350 2350 27307 9807 181780 89710 92070 234055 112001 104554 1215000 1215000 1449055 112001 1319554 289541 1626595 16439915 16712212 28758875 25650 42894 42894 16465565 16755106 28801769 0 X 16465565 16755106 16465565 16755106 16465565 16755106 16465565 289541 16755106 16755106 MORGAN STANLEY 132-087 - SEE ATTACH P 85168 84143 1025 1025 MORGAN STANLEY 132-087 - SEE ATTACH P 855880 855445 435 435 MORGAN STANLEY 191-087 - SEE ATTACH P 3689281 2562235 1127046 1127046 MORGAN STANLEY 191-087 - SEE ATTACH P 1797249 1797344 -95 -95 1167601 340 22610 22610 22610 17873 10500 28373 X 2 5761 5761 false false false false false false false true true KY true false false false false true N/A COMPANY OFFICE 5024995003 PO BOX 397 PEWEE VALLEY KY 400560397 false false false false false false false false false false false false false false false false false false false false BRAD SWOPE 4326 COMANCHE TRAIL LOUISVILLE KY 40207 DIRECTOR 000.00 0 0 0 PATRICIA G SWOPE 3455 GORDON DRIVE NAPLES FL 34102 DIRECTOR 0.50 0 0 0 SUSAN SWOPE 33 E SNAPPER POINT DRIVE KEY LARGO FL 33037 DIRECTOR 000.00 0 0 0 NONE NONE N/A 28180687 0 0 28180687 28180687 422710 27757977 1387899 1387899 22610 22610 1365289 1365289 1365289 1319554 1319554 1365289 53833 1397 55230 1319554 1319554 45735 45735 9495 0 8098 1397 1397 X AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC SUPPORT 10000 BIG BROTHERS 1519 GARDINER LN LOUISVILLE KY 40218 NONE PC SUPPORT 80000 BLESSINGS IN A BACKPACK 6100 DUTCHMANS LN STE 603 LOUISVILLE KY 40205 NONE PC SUPPORT 25000 BOYS & GIRLS CLUB 3900 CRITTENDEN DRIVE LOUISVILLE KY 40209 NONE PC SUPPORT 80000 BOYS AND GIRLS HAVEN 2301 GOLDSMITH LANE LOUISVILLE KY 40218 NONE PC SUPPORT 80000 CASA 982 EASTERN PARKWAY LOUISVILLE KY 40217 NONE PC SUPPORT 80000 DARE TO CARE 5803 FERN VALLEY RD LOUISVILLE KY 40228 NONE PC SUPPORT 25000 FAMILY SCHOLAR HOUSE 403 REG SMITH CIRCLE LOUISVILLE KY 40208 NONE PC SUPPORT 130000 HOME OF THE INNOCENTS 1100 EAST MARKET STREET LOUISVILLE KY 40206 NONE PC SUPPORT 80000 KOSAIR FOR KIDS 982 EASTERN PKWY LOUISVILLE KY 40217 NONE PC SUPPORT 55000 KY HUMANE SOCIETY 1000 LYNDON LANE LOUISVILLE KY 40222 NONE PC SUPPORT 100000 MARYHURST 1015 DORSEY LANE LOUISVILLE KY 40223 NONE PC SUPPORT 80000 ST JOSEPH CHILDRENS HOME 2823 FRANKFORT AVENUE LOUISVILLE KY 40206 NONE PC SUPPORT 80000 UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE LOUISVILLE KY 40208 NONE PC SUPPORT 100000 UP FOR WOMEN AND CHILDREN 425 S 2ND STREET LOUISVILLE KY 40202 NONE PC SUPPORT 80000 WEST END SCHOOL 3628 VIRGINIA AVE LOUISVILLE KY 40211 NONE PC SUPPORT 130000 1215000 14 38916 14 489853 14 40762 14 1167601 INVESTMENTS - SETTLEMENT PM 14 1464 1738596 1738596 false false false false false false false false false false ACCOUNTING FEES 4700 2350 2350 PORTFOLIO OF STOCKS 16712212 28758875 PAYROLL RECEIVABLE 25650 42894 42894 EXPENSES BROKER MANAGEMENT FEES 179419 89710 89709 OFFICE EXPENSE 2361 2361 OTHER INCOME 40762 40762 INVESTMENTS - SETTLEMENT PMTS 1464 1464 EXCISE TAXES 17500 FOREIGN TAXES 9807 9807