2024-11-08T05:57:11-06:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2023-01-01 310988988 PAUL OGLE FOUNDATION INC PAUL 8122808372 PO BOX 845 JEFFERSONVILLE IN 471310845 KENT LANUM PRESIDENT/CEO 8122808372 2024-11-07 1 0 CHRISTINE N KOENIG P01022180 5024269660 2024-11-04 2023 2024-10-15 13:58:12Z X 57608648 X X 1077210 1341163 4172 4172 4172 -195421 3882833 9165 0 69601 885961 1424101 243750 60937 182813 78500 0 78500 105395 26349 79046 9204 4142 5062 29000 13050 15950 91518 45157 46361 24624 16978 14126 26444 17730 45291 11322 33969 24007 6002 18005 119117 216548 96629 796850 418215 570461 2171597 2171597 2968447 418215 2742058 -2082486 1005886 241029 557422 557422 55241667 56149591 56149591 1033902 145705 50257 888197 888197 13438 13438 13438 55546391 57608648 57608648 2511 2226 2511 2226 X 0 0 0 0 55543880 57606422 55543880 57606422 55546391 57608648 55543880 -2082486 4145028 57606422 0 57606422 FIDELITY 038 - PUBLICLY TRADED SECURITIES P 7497 7339 158 158 FIDELITY 038 - PUBLICLY TRADED SECURITIES P 3119382 3262081 -142699 -142699 FIDELITY 373 - PUBLICLY TRADED SECURITIES P 722735 808834 -86099 -86099 WCP REAL ESTATE FUND IV - FROM K-1 P -71 -71 WCP REAL ESTATE FUND IV - FROM K-1 P -2165 -2165 WCP REAL ESTATE FUND IV - FROM K-1 P -50680 -50680 FALCON STRATEGIC PARTNERS IV - FROM K-1 P 39280 39280 VIA ENERGY III - FROM K-1 P -274 -274 VIA ENERGY III - FROM K-1 P 15955 15955 VIA ENERGY III - FROM K-1 P 1840 1840 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P 65 65 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P 111598 111598 FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 P 2 2 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 5838 5838 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 63233 63233 FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 P 19965 19965 CAPITAL GAINS DIVIDENDS P 33219 33219 33219 9165 13982 0 13982 0 13982 69008 0 0 0 69008 X 0 55026 55026 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN AZ CA FL GA IL NM NY CO KS OR SC LA AL UT MO NC 1 0 0 0 1 1 OGLE-FDN.ORG KENT LANUM 8122808372 129 E COURT AVE JEFFERSONVILLE IN 47130 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT W LANUM PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR (PREVIOUS) 2.00 5500 0 0 NORMAN E PFAU JR PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR (PREVIOUS) 2.00 5500 0 0 KEVIN CECIL PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & CHAIR 2.00 5500 0 0 CECILE A BLAU PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 KENT W LANUM PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & PRESIDENT/CEO 40.00 199750 27195 0 CHIP PFAU PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 STEVEN STEMLER PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & VICE CHAIR 2.00 5500 0 0 SCOTT NEFF PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR 2.00 5500 0 0 WILLIAM WHITE PO BOX 845 JEFFERSONVILLE IN 471310845 DIRECTOR & SEC/TREAS 2.00 5500 0 0 DONNA ESWINE PO BOX 845 JEFFERSONVILLE IN 471310845 OFFICE MANAGER 40.00 78500 10990 0 0 FIDELITY BROKERAGE SERVICES LLC PO BOX 28019 ALBUQUERQUE NM 87125 INVESTMENT MANAGEMENT 79463 0 0 55957631 444962 174312 56576905 0 0 56576905 848654 55728251 2786413 2786413 13982 13982 2772431 0 2772431 0 2772431 2742058 0 697126 3439184 2772431 2125774 0 0 3439184 2125774 0 0 1313410 0 0 0 0 0 0 0 0 1459021 0 0 0 PAUL OGLE FOUNDATION ATTN KENT LANU PO BOX 845 JEFFERSONVILLE IN 471310845 8122808372 GRANT SUBMISSION PROCESS AND APPROPRIATE FORMS CAN BE FOUND AT OGLE-FDN.ORG. GRANT CYCLE IS OPEN ALL YEAR; BOARD REVIEW DEADLINES CAN BE FOUND AT OGLE-FDN.ORG. OGLE FOUNDATION HAS SPECIFIC GUIDELINES FOR ACCEPTABLE GRANT REQUESTS TO THE FOUNDATION. SEE THE FOUNDATION WEBSITE AT OGLE-FDN.ORG FOR MORE DETAILED INFORMATION BEFORE CONTACTING OFFICE. CHOICES FOR WOMEN RESOURCE CENTER OF JEFFERSON COUNTY INC 220 CLIFTY DR STE H MADISON IN 47250 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 44000 CLARKVILLE HISTORIC PRESERVATION COMMISSION 200 BROADWAY STREET CLARKSVILLE IN 47129 N/A TOWN COUNCIL COMMISS GENERAL PURPOSE FUNDS 8750 DREAM FACTORY INC 410 W CHESTNUT STREET SUITE 530 LOUISVILLE KY 40202 N/A PUBLIC CHARITY GENERAL PURPSE 30000 INDIANA PHILANTHROPY ALLIANCE 32 E WASHINGTON STREET SUITE 1100 INDIANAPOLIS IN 46204 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 2500 INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 N/A PUBLIC CHARITY OGLE CENTER OPERATIONS SUPPORT FUND 5000 ONE SOUTHERN INDIANA 4100 CHARLESTOWN ROAD NEW ALBANY IN 47150 N/A PUBLIC CHARITY ECONOMIC DEVELOPMENT SUPPORT 10000 RIVER HERITAGE CONSERVANCY PO BOX 486 JEFFERSONVILLE IN 47131 SHARED OFFICER OF BOARD PUBLIC CHARITY GENERAL PURPOSE FUNDS 1057347 SERENITY INC 200 HOMESTEAD AVE CLARKSVILLE IN 47129 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 400000 SWITZERLAND COUNTY HISTORICAL SOCIETY 208 E MARKET ST VEVAY IN 47043 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 4000 THE PHILANTHROPY ROUNDTABLE 1120 20TH ST NW NO 5505 WASHINGTON DC 20036 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 10000 UNITED WAY OF SCOTT COUNTY 60 N MAIN ST SCOTTSBURG IN 47170 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 10000 VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 3075 SOUTHEASTERN PA 193989917 N/A PUBLIC CHARITY GENERAL PURPOSE FUNDS 590000 2171597 0 14 1077210 16 4172 18 -195421 0 885961 0 885961 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX PREPARATION 29000 13050 15950 FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED FMV 35727943 35727943 FALCON STRATEGIC PARTNERS IV, LP FMV 820657 820657 VIA ENERGY FUND III, LP FMV 1467455 1467455 WCP REAL ESTATE FUND IV, LP FMV 212085 212085 FEG PRIVATE OPPORTUNITIES FUND II, LP FMV 4043016 4043016 FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED FMV 3489319 3489319 FEG POF III FUND FMV 5593048 5593048 FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED FMV 4796068 4796068 FURNITURE AND EQUIPMENT 168041 10725 157316 157316 LEASEHOLD IMPROVEMENTS 7861 2839 5022 5022 BUILDINGS 858000 132141 725859 725859 LEGAL 9204 4142 5062 COINS & JEWELRY 13438 13438 13438 OFFICE EXPENSE 39539 9886 29653 INSURANCE 11976 2994 8982 DUES AND SUBSCRIPTIONS 9053 2263 6790 COMPUTERS AND WEBSITE 18647 4662 13985 SPONSORSHIPS 22500 0 22500 ADVERTISING 6740 0 6740 FALCON STRATEGIC PARTNERS - DEDUCTIONS FROM K-1 0 6248 0 FEG PRIVATE OPPORTUNITIES FUND II - DEDUCTIONS FROM K-1 0 70690 0 VIA ENERGY III - DEDUCTIONS FROM K-1 0 34578 0 WCP REAL ESTATE FUND IV - DEDUCTIONS FROM K-1 0 1007 0 REPAIRS & MAINTENANCE 10593 2648 7945 FEG PRIVATE OPPORTUNITIES FUND III - DEDUCTIONS FROM K-1 0 81537 0 BANK FEES 69 35 34 FEG PRIVATE OPPORTUNITIES FUND II K-1 60043 WCP REAL ESTATE FUND IV K-1 -26259 VIA ENERGY III K-1 37436 FEG PRIVATE OPPORTUNITIES FUND III K-1 -1619 UNREALIZED GAIN ON INVESTMENTS 4145028 FIDELITY BROKERAGE SERVICES 79463 39732 39731 OTHER 12055 5425 6630 PAYROLL TAXES 18834 4708 14126 FEDERAL AND STATE TAXES 5790 0 0 FOREIGN TAXES 0 12270 0