2024-05-15T09:38:44+00:00 2023-12-31 440160260 FORVIS LLP 1222 Demonbreun St Suite 950 Nashville TN 372033357 990PF 2023-01-01 616273524 THE JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION JOHN 2703934485 C/O WEALTHSOUTH 911 COLLEGE ST 100 BOWLING GREEN KY 42101 WEALTHSOUTH TRUSTEE 2703934485 2024-05-15 false WEALTHSOUTH TRUSTEE 999009999 true Jeff Smith P00289876 6154549800 2024-05-15 2023 2023-04-26 12:10:37Z X 2115159 X 55709 544 544 35080 35080 29619 96000 29619 0 0 0 149 0 0 121101 65243 0 11900 8925 2975 0 0 0 0 1915 958 0 957 0 0 0 0 1588 86 0 0 0 0 0 0 0 0 0 15403 9969 0 3932 99878 99878 115281 9969 0 103810 5820 55274 0 64 15319 16541 16541 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 820453 793015 1735837 0 0 0 0 0 0 687431 729431 362781 0 0 0 0 0 0 0 1523267 1538987 2115159 0 0 0 0 0 0 X 1523267 1538987 1523267 1538987 1523267 1538987 1523267 5820 9900 1538987 0 1538987 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 96000 67055 28945 0 28945 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2023-12-31 674 674 0 674 29619 0 768 768 768 1406 1406 638 638 0 false false false false false false false true true KY true false false false false true WEALTHSOUTH 2703934485 911 COLLEGE STREET STE 100 BOWLING GREEN KY 42101 false false false false true false false false false false false false false false false false false false false false false false JOHN D GRIDER C/O WEALTHSOUTH 911 COLLEGE ST 100 BOWLING GREEN KY 42101 CHARITABLE GIFT COMMITTEE 0 0 0 0 CHARLES E ENGLISH C/O WEALTHSOUTH 911 COLLEGE ST 100 BOWLING GREEN KY 42101 CHARITABLE GIFT COMMITTEE 0 0 0 0 MICHAEL J KELLY C/O WEALTHSOUTH 911 COLLEGE ST 100 BOWLING GREEN KY 42101 CHARITABLE GIFT COMMITTEE 0 0 0 0 FARMER'S NATIONAL BANK C/O WEALTHSOUTH 911 COLLEGE ST 100 BOWLING GREEN KY 42101 TRUSTEE 0 11900 0 0 0 1653545 15962 353064 2022571 0 0 2022571 30339 1992232 99612 99612 768 768 98844 98844 98844 103810 0 0 103810 98844 99575 0 0 103810 99575 0 0 4235 0 0 0 0 0 0 94609 0 0 0 0 0 0 0 0 NOT APPLICABLE NOT APPLICABLE X WKU CLINICAL EDUCATION COMPLEX 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 2720 JUNIOR ACHIEVEMENT OF SOUTH CENTRAL KY 2501 CROSSINGS BLVD STE 101 BOWLING GREEN KY 42104 NONE PC GENERAL SUPPORT 4600 KIDS ON THE BLOCK 958 COLLETT AVE BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 11200 WKU LIFEWORKS 1328 ADAMS ST BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 29858 SOUTH CENTRAL KENTUCKIAN OF THE YEAR 908 BROADWAY AVE BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 2500 BARREN RIVER ADULT DAY CENTER CONCERT 800 PARK STREET BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 500 MED CENTER SUMMER INTERNSHIP 800 PARK STREET BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 1000 BRIDGE TO INDEPENDENCE FUND 1328 ADAMS STREET BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 40000 ST JOSEPH SCHOOL LIBRARY FUND 416 CHURCH STREET BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 1500 WKU PUBLIC MEDIA 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 1000 ST JOSEPH SCHOOL SCHOLARSHIP FUND 416 CHURCH STREET BOWLING GREEN KY 42101 NONE PC GENERAL SUPPORT 2000 CENTER FOR COURAGEOUS KIDS 1501 BURNLEY ROAD SCOTTSVILLE KY 42164 NONE PC GENERAL SUPPORT 3000 99878 0 14 544 14 35080 18 29619 NONDIVIDEND DISTRIBUTION 14 149 0 65392 0 65392 false false false false false false false false false false X X 1 JOHN AND LINDA KELLY 1142 GRIDER POND ROAD BOWLING GREEN KY 42104 17220 X X 2 JOHN AND LINDA KELLY 1142 GRIDER POND ROAD BOWLING GREEN KY 42104 9553 X X 3 JOHN AND LINDA KELLY 1142 Grider Pond Road Bowling Green KY 42104 28936 X X 1 500 SH CUBESMART 17220 2023-10-24 2 1,000 SH OF COTY, INC. 9553 2023-10-24 3 500 SH NEXTERA ENERGY INC. 28936 2023-09-29 TAX PREP FEES 1915 958 957 STOCK & MUTUAL FUNDS 793015 1735837 SUN LIFE INSURANCE POLICY FMV 729431 362781 NONDIVIDEND DISTRIBUTIONS 149 NONCASH DONATION - VALUATION 9900 FOREIGN TAX 86 86 EXCISE TAX 1502