2025-06-05T15:10:41-04:00 2024-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2024-01-01 920186097 SAM SWOPE FAMILY FOUNDATION INC SAMS 5024933376 PO BOX 397 PEWEE VALLEY KY 400560397 PATRICIA G SWOPE DIRECTOR 2025-05-20 true false JESSICA ENGLER P02037021 5025830262 2025-05-20 2024 2025-03-06 01:10:19Z X 26850249 X X 30164 30164 492750 492750 627870 6617298 627870 35962 35962 1186746 1186746 33461 16731 16730 4840 2420 2420 24129 9129 168524 83172 85352 230954 111452 104502 1200000 1200000 1430954 111452 1304502 -244208 1075294 16668917 16439915 26824599 40856 25650 25650 16709773 16465565 26850249 0 X 16709773 16465565 16709773 16465565 16709773 16465565 16709773 -244208 16465565 16465565 MORGAN STANLEY 191-087 - SEE ATTACH P 2888385 2163044 725341 725341 MORGAN STANLEY 191-087 - SEE ATTACH P 1223853 1208134 15719 15719 MOGRAN STANLEY 763-087 - SEE ATTACH P 1494479 1627219 -132740 -132740 MORGAN STANLEY 763-087 - SEE ATTACH P 5796 5775 21 21 MORGAN STANLEY 132-087 - SEE ATTACH P 385262 402401 -17139 -17139 MORGAN STANLEY 132-087 - SEE ATTACH P 582602 582855 -253 -253 627870 15487 14947 14947 14947 15320 4000 19320 X 4373 4373 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 26762474 0 0 26762474 26762474 401437 26361037 1318052 1318052 14947 14947 1303105 1303105 1303105 1304502 1304502 1303105 53833 53833 1304502 1303105 1397 55230 0 55230 53833 1397 X BIG BROTHERS 1519 GARDINER LN LOUISVILLE KY 40218 NONE PUBLIC CHARI SUPPORT 80000 BOYS & GIRLS CLUB 3900 CRITTENDEN DRIVE LOUISVILLE KY 40209 NONE PUBLIC CHARI SUPPORT 80000 BOYS AND GIRLS HAVEN 2301 GOLDSMITH LANE LOUISVILLE KY 40218 NONE PUBLIC CHARI SUPPORT 65000 CASA 982 EASTERN PARKWAY LOUISVILLE KY 40217 NONE PUBLIC CHARI SUPPORT 80000 FAMILY SCHOLAR HOUSE 403 REG SMITH CIRCLE LOUISVILLE KY 40208 NONE PUBLIC CHARI SUPPORT 130000 HOME OF THE INNOCENTS 1100 EAST MARKET STREET LOUISVILLE KY 40206 NONE PUBLIC CHARI SUPPORT 80000 KY HUMANE SOCIETY 1000 LYNDON LANE LOUISVILLE KY 40222 NONE PUBLIC CHARI SUPPORT 200000 MARYHURST 1015 DORSEY LANE LOUISVILLE KY 40223 NONE PUBLIC CHARI SUPPORT 80000 ST JOSEPH CHILDRENS HOME 2823 FRANKFORT AVENUE LOUISVILLE KY 40206 NONE PUBLIC CHARI SUPPORT 65000 UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE LOUISVILLE KY 40208 NONE PUBLIC CHARI SUPPORT 100000 UP FOR WOMEN AND CHILDREN 425 S 2ND STREET LOUISVILLE KY 40202 NONE PUBLIC CHARI SUPPORT 65000 VOLUNTEERS OF AMERICA 570 S 4TH ST SUITE 100 LOUISVILLE KY 40202 NONE PUBLIC CHARI SUPPORT 65000 WEST END SCHOOL 3628 VIRGINIA AVE LOUISVILLE KY 40211 NONE PUBLIC CHARI SUPPORT 110000 1200000 14 30164 14 492750 14 31433 14 627870 INVESTMENTS - SETTLEMENT PM 14 4529 1186746 1186746 false false false false false false false false false false ACCOUNTING FEES 4840 2420 2420 PORTFOLIO OF STOCKS 16439915 26824599 PAYROLL RECEIVABLE 40856 25650 25650 EXPENSES BROKER MANAGEMENT FEES 166343 83172 83171 OFFICE EXPENSE 2181 2181 OTHER INCOME 31433 31433 INVESTMENTS - SETTLEMENT PMTS 4529 4529 EXCISE TAXES 15000 FOREIGN TAXES 9129 9129