2024-05-15T07:40:07-04:00 2023-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2023-01-01 316651291 THE SAMUEL LYON CHARITABLE FOUNDATION INC SAMU 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 SHELDON M YOFFE TRUSTEE 2024-05-13 true SHELDON YOFFE 999009999 true JESSICA ENGLER P02037021 5025830262 2024-05-13 2023 2023-04-26 12:10:37Z X 1429831 X X 20 20 34382 34382 74316 90050 21343 108718 55745 962 1034 517 517 1996 517 517 80000 80000 81996 517 80517 26722 55228 5383 4734 4734 933668 961039 1425097 939051 965773 1429831 0 X 939051 965773 939051 965773 939051 965773 939051 26722 965773 965773 21343 768 768 768 720 720 48 false false false false false false false false true KY true false false false false true N/A SHELDON M YOFFE 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 false false false false false false false false false false false false false false false false false false false false SHELDON M YOFFE 712 BRAEVIEW ROAD LOUISVILLE KY 40206 TRUSTEE 0.50 0 0 0 ELAINE Y WEINBERG 6727 ELMCROFT CIRCLE LOUISVILLE KY 40241 TRUSTEE 000.00 0 0 0 MARLENE Y SCHAFFER 63 HARWOOD ROAD LOUISVILLE KY 40222 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1387802 16477 0 1404279 1404279 21064 1383215 69161 69161 768 768 68393 68393 68393 80517 80517 68393 6775 80517 6775 68393 5349 5349 0 5349 5349 X BROOKLYN JEWISH CENTER CIRCLE 667 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC SUPPORT 500 AMERICAN CANCER SOCIETY-KY PO BOX 2167 LEXINGTON KY 40588 NONE PC SUPPORT 1000 AMERICAN HEART ASSOCIATION 240 WHITTINGTON PARKWAY LOUISVILLE KY 40222 NONE PC SUPPORT 1000 HADASSAH PO BOX 1100 NEW YORK NY 102681100 NONE PC SUPPORT 1000 HOSPARUS 6200 DUTCHMANS LANE LOUISVILLE KY 40205 NONE PC SUPPORT 1000 KENTUCKY HUMANE SOCIETY 1000 LYNDON LANE SUITE B LOUISVILLE KY 40222 NONE PC SUPPORT 1000 KIDS CENTER FOR PEDIATRIC THERAPIES PO BOX 17630 LOUISVILLE KY 40217 NONE PC SUPPORT 1000 LOUISVILLE FREE PUBLIC LIBRARY 301 YORK STREET LOUISVILLE KY 40203 NONE PC SUPPORT 1000 LOUISVILLE OLMSTEAD PARKS CONSERVAN 1299 TREVILIAN WAY LOUISVILLE KY 40213 NONE PC SUPPORT 1000 MULTIPLE SCLEROSIS SOCIETY INKY & TN CHAPTER 214 OVERLOOK CIR STE 153 BRENTWOOD TN 37027 NONE PC SUPPORT 1000 NATIONAL COUNCIL OF JEWISH WOMEN 1250 BARDSTOWN RD STE 26 LOUISVILLE KY 40204 NONE PC SUPPORT 1000 WHAS CRUSADE FOR CHILDREN 520 W CHESTNUT STREET LOUISVILLE KY 40202 NONE PC SUPPORT 1000 HARBOR HOUSE OF LOUISVILLE PO BOX 58219 LOUISVILLE KY 40268 NONE PC SUPPORT 1000 VISUALLY IMPAIRED PRESCHOOL SERVICE 1906 GOLDSMITH LANE LOUISVILLE KY 40218 NONE PC SUPPORT 1000 HOME OF THE INNOCENTS 1100 EAST MARKET STREET LOUISVILLE KY 40206 NONE PC SUPPORT 5000 MEREDITH-DUNN LEARNING CENTER INC 3023 MELBOURNE AVE LOUISVILLE KY 40220 NONE PC SUPPORT 5000 NORTHWESTERN ANNUAL FUND 2020 RIDGE AVENUE 4TH FL EVANSTON IL 60208 NONE PC SUPPORT 5000 JEWISH FAMILY & CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 NONE PC SUPPORT 6000 KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE ROAD LOUISVILLE KY 40205 NONE PC SUPPORT 10000 THE TEMPLE 5101 US HIGHWAY 42 LOUISVILLE KY 40241 NONE PC SUPPORT 13000 ISRAEL EMERGENCY FUND JEWISH FEDERATION OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 NONE PC SUPPORT 22500 80000 14 20 14 34382 14 74316 108718 108718 false false false false false false false false false false 206 SHARES T ROWE PRICE GROWTH STOCK PURCHASE 2023-11 17920 5501 12419 271 CARRIER GOBAL CORPORATION COM PURCHASE 2023-11 14044 3246 10798 CARRIER GOBAL CORPORATION COMPANY PURCHASE 2023-11 14 14 29 SHARES KYNDRYL HLDGS INC COMMON S PURCHASE 2023-11 508 643 -135 29 SHARES MCDONALD S CORP SOLICITED PURCHASE 2023-11 8110 1702 6408 53 SHARES MICROSOFT CORP SOLICITED O PURCHASE 2023-11 20016 1553 18463 52 SHARES WALMART INC.COM PURCHASE 2023-11 8095 3089 5006 PNC ADVISORS PORTFOLIO OF SECURITIES AT COST 961039 1425097 EXPENSES BANK FEES 59 30 29 PROFESSIONAL FEES 975 487 488 FEDERAL EXCISE TAX 962