2025-11-13T12:35:02-06:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990PF 2024-01-01 592466943 C E AND S FOUNDATION INC CEAN 5025830546 101 SOUTH 5TH STREET SUITE 1650 LOUISVILLE KY 40202 TESS MCNAIR EXECUTIVE DIRECTOR 5025830546 2025-11-12 1 0 CHRISTINE N KOENIG P01022180 5024269660 2025-11-10 2024 2025-03-06 01:10:19Z X 77295552 X 1168801 1073970 1535247 1480643 15065409 2215053 0 178575 3723414 3928875 280000 28000 252000 272066 27207 244859 132070 13207 118863 588 0 588 11228 0 11228 270990 246713 24277 28879 7335 0 67106 6710 60396 7735 77 7658 467 5 462 103426 470826 93178 1174555 800080 813509 3651471 4528813 4826026 800080 5342322 -1102612 3128795 953843 882195 882195 850689 260487 260487 2734646 2471177 2513525 2513525 4638938 6350501 6350501 3656374 2951323 2951323 59249220 64236329 64236329 108233 101192 101192 74663120 77295552 77295552 2229 18 2164500 1278000 2166729 1278018 X 0 0 0 0 72496391 76017534 72496391 76017534 74663120 77295552 72496391 -1102612 4623755 76017534 0 76017534 CHARLES SCHWAB #6613 - DETAIL MAINTAINED P 4404519 4717429 -312910 -312910 CHARLES SCHWAB #9817 - DETAIL MAINTAINED P 1838728 1225931 612797 612797 CHARLES SCHWAB #0566 - DETAIL MAINTAINED P 567835 617829 -49994 -49994 CHARLES SCHWAB #1303 - DETAIL MAINTAINED P 7443353 6211632 1231721 1231721 CHARLES SCHWAB #9810 - DETAIL MAINTAINED P 76564 77535 -971 -971 K-1 GAIN P 734410 734410 734410 2215053 43490 0 43490 0 43490 18680 0 0 0 18680 407 25217 0 0 0 0 0 0 0 0 1 1 0 1 1 KY DE CA NY CO FL LA MD UT WV 1 0 0 0 0 1 CESFOUNDATION.COM TESS MCNAIR EXECUTIVE DIRECTOR 5025830546 101 SOUTH 5TH STREET STE 1650 LOUISVILLE KY 40202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CAROL L JONES 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 PRESIDENT, DIRECTOR 5.00 0 0 0 MATTHEW L JONES 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 DIRECTOR 5.00 0 0 0 TESS P MCNAIR 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 EXECUTIVE DIRECTOR, SECRETARY 50.00 280000 28000 0 DAVID A JONES JR 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 DIRECTOR 5.00 0 0 0 SARA KELLEY 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 TREASURER 5.00 0 0 0 MARY GWEN WHEELER 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 DIRECTOR 5.00 0 0 0 NICOLE DIEBOLD 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 PROGRAM OFFICER 40.00 123750 11200 0 KATHERINE CZERWONKA 101 S 5TH ST ST 1650 LOUISVILLE KY 40202 GRANTS AND ACCOUNTIN 40.00 96504 8720 0 0 BBR PARTNERS LLC 140 E 45TH STREET 26TH FLOOR NEW YORK NY 10017 INVESTMENT MANAGEMENT 226795 0 NONE 0 NONE 0 0 76144074 912323 0 77056397 0 0 77056397 1155846 75900551 3795028 3795028 43490 43490 3751538 0 3751538 0 3751538 5342322 0 5342322 3751538 0 0 672748 2767062 259784 1027042 1542337 6268973 5342322 0 0 0 3751538 1590784 0 0 7859757 0 0 0 0 0 0 672748 7187009 2767062 259784 1027042 1542337 1590784 TESS P MCNAIR EXECUTIVE DIRECTOR 101 SOUTH 5TH STREET SUITE 1650 LOUISVILLE KY 40202 5025830546 SEE CESFOUNDATION.COM, "GRANTSEEKERS" FOR APPLICATION INFORMATION. NONE SEE CESFOUNDATION.COM, HOME PAGE "AREAS OF FOCUS" FOR AWARD INFORMATION. 21ST CENTURY PARKS INC 9200 SHELBYVILLE ROAD SUITE 530 LOUISVILLE KY 40222 N/A PC S.E.E.D. 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DANA MARSH TO ESTABLISH RELATIONSHIPS WITH INTERNATIONAL BACH-SERVING ORGANIZATIONS 5000 NORTON FOUNDATION 411 E CHESTNUT STREET LEVEL 7 LOUISVILLE KY 40202 N/A PC IN MEMORY OF WENDY NOVAK 2500 WESLEY HOUSE COMMUNITY SERVICES 5114 PRESTON HIGHWAY LOUISVILLE KY 40213 N/A PC YOUNG BRILLIANT ACHIEVERS (YBA), CONSULTING WITH SAGEBIRD 54500 YELLOW RIBBON FUND PO BOX 41048 BETHESDA MD 20824 N/A PC GENERAL OPERATING SUPPORT 10000 YOUNG MENS CHRISTIAN ASSOCIATION (YMCA) OF GREATER LOUISVILLE INC 545 SOUTH 2ND STREET LOUISVILLE KY 40202 N/A PC YMCA - EARLY LEARNING READINESS PROGRAM, YMCA BLACK ACHIEVERS 185000 YOUNG MARINES NATIONAL FOUNDATION PO BOX 530543 ST PETERSBURG FL 33747 N/A PC GENERAL OPERATING SUPPORT 10000 4537971 BELLARMINE UNIVERSITY 2001 NEWBURG ROAD LOUISVILLE KY 40205 N/A PC BRIDGE TO BU - COLLEGE READINESS SUMMER BRIDGE PROGRAM 50000 CABBAGE PATCH SETTLEMENT HOUSE INC 1413 S SIXTH STREET LOUISVILLE KY 40208 N/A PC ASSESSING YOUTH AND FAMILY DEVELOPMENT 100000 COMMUNITY COORDINATED CHILD CARE 908 S 8TH STREET SUITE 100 LOUISVILLE KY 40203 N/A PC SOCIAL EMOTIONAL SUPPORT FOR EARLY LEARNERS 60000 DELTA FOUNDATION INC 3019 RADIANCE ROAD LOUISVILLE KY 40220 N/A PC HOOPS & HOMEWORK AFTER SCHOOL PROGRAM 25000 JEWISH FAMILY AND CAREER SERVICES 3587 DUTCHMANS LANE LOUISVILLE KY 40205 N/A PC CAREER SERVICES FOR REFUGEES & IMMIGRANTS 80000 JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 N/A PC JUNIOR ACHIEVEMENT OF KENTUCKIANA'S EMERGING LEADERS AND OUT-OF-SCHOOL TIME INITIATIVE 75000 LINCOLN FOUNDATION 4322 BISHOP LANE LOUISVILLE KY 40218 N/A PC COLLEGE TRANSITION ENRICHMENT PROGRAM 77000 MARYHURST 1015 DORSEY LANE LOUISVILLE KY 40223 N/A PC OST BEHAVIORAL HEALTH PILOT 100000 MUHAMMAD ALI CENTER ONE MUHAMMAD ALI PLAZA - 144 N SIXTH STREET LOUISVILLE KY 40202 N/A PC PROMOTING PERSISTENCE IN A COMMUNITY COLLEGE SETTING: A PILOT COLLABORATION 56000 NEIGHBORHOOD HOUSE INC 201 N 25TH STREET LOUISVILLE KY 40212 N/A PC YOUTH THRIVE IMPLEMENTATION 115000 NEW DIRECTIONS HOUSING CORPORATION 1617 MAPLE STREET LOUISVILLE KY 40210 N/A PC I RISE - A FAMILY SELF SUFFICIENCY (FSS) PROGRAM 75000 RITA JUNE FOUNDATION INC 545 S 3RD STREET LOUISVILLE KY 40202 N/A PC BEZOS ACADEMIES OF LOUISVILLE 300000 SOWING SEEDS WITH FAITH INC 1817 DIXDALE AVE LOUISVILLE KY 40210 N/A PC SOWING SEEDS WITH FAITH SUMMER PROGRAM, RETREAT PROGRAM AND PARENT ENGAGEMENT, HBCU TOURS 60000 SPALDING UNIVERSITY 901 S 4TH STREET LOUISVILLE KY 40203 N/A PC SPALDING UNIVERSITY CENTER FOR BEHAVIORAL HEALTH - YOUTH MENTAL HEALTH CRISIS 105000 1278000 14 1073970 18 1480643 0 2554613 0 2554613 0 0 0 0 0 0 0 0 0 0 X X 1 CAROL L JONES 471 WEST MAIN STREET STE 203 LOUISVILLE KY 40202 114825 X X 2 MATTHEW L JONES 471 WEST MAIN STREET STE 203 LOUISVILLE KY 40202 703976 X X 3 THE ESTATE OF DAVID JONES SR 471 WEST MAIN STREET STE 203 LOUISVILLE KY 40202 350000 X 1 STOCK CONTRIBUTION - DETAIL MAINTAINED 114825 2024-10-10 2 STOCK CONTRIBUTIONS ON 7/17/24, 10/1/24, 12/12/24 - DETAIL MAINTAINED 703976 2024-12-12 ACCOUNTING, TAX PREPARATION, PAYROLL 11228 0 11228 FULTUM FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2023-07-12 1172 THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 1172 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/23, 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. CRESCENT HILL FAMILY FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2023-07-12 1172 THE GRANT IS TO BE USED TO ENDOW THE CRESCENT HILL FAMILY FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 1172 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/23, 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FULTUM FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2022-01-01 8241191 THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 8241191 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/22, 12/31/23, 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. CRESCENT HILL FAMILY FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2022-01-01 23150943 THE GRANT IS TO BE USED TO ENDOW THE CRESCENT HILL FAMILY FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 23150943 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/22, 12/31/23, 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FULTUM FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2024-03-05 4579 THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 4579 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. CRESCENT HILL FAMILY FOUNDATION INC 471 W MAIN STREET STE 203 LOUISVILLE KY 40202 2024-03-05 4579 THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 4579 NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. 12/31/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. 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