2026-03-16T13:43:19-05:00 2025-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990PF 2025-01-01 616253244 ALEX BOONE CHARITABLE TRUST DATED 12/01/98 ALEX 8592599600 376 SOUTH BROADWAY LEXINGTON KY 40508 ALEX BOONE TRUSTEE 8592599600 2026-02-25 1 ALLISON C CARTER P01242412 8592552341 2025 2025-03-06 01:10:19Z X 5427717 X X 59376 59376 256918 354207 256918 316294 316294 0 0 0 2750 1375 1375 1686 468 0 25410 23655 0 29846 25498 1375 218245 218245 248091 25498 219620 68203 290796 188912 117697 117697 1564844 1704262 5310020 1753756 1821959 5427717 0 0 X 1370000 1370000 0 0 383756 451959 1753756 1821959 1753756 1821959 1753756 68203 0 1821959 0 1821959 PUBLICLY TRADED SECURITIES P 354203 97289 256914 256914 CAPITAL GAINS DIVIDENDS P 4 4 4 256918 4042 0 4042 0 4042 0 0 0 0 0 100 4142 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A THE FOUNDATION 8592599600 376 SOUTH BROADWAY LEXINGTON KY 40508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEX BOONE 1824 WALNUT HILL PIKE LEXINGTON KY 40515 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4931300 168994 0 5100294 0 0 5100294 76504 5023790 251190 251190 4042 4042 247148 0 247148 0 247148 219620 0 219620 247148 213950 0 0 219620 213950 0 0 5670 0 0 0 0 0 0 0 0 241478 0 0 0 ALEX BOONE X ADAPTIVE SPORTS CENTER PO BOX 1639 CRESTED BUTTE CO 81224 NONE PC SUBSIDY 5000 COMMONWEALTH FUND FOR KET 600 COOPER DRIVE LEXINGTON KY 40502 NONE PC SUBSIDY 2000 EQUESTRIAN EVENTS INC PO BOX 12110 LEXINGTON KY 40580 NONE PC SUBSIDY 15000 FRATERNAL FIREFIGHTERS PO BOX 55290 LEXINGTON KY 405555290 NONE PC SUBSIDY 10000 HENRY CLAY CENTER FOR STATESMANSHIP 2333 ALUMNI PARK PLAZA STE 427 LEXINGTON KY 40517 NONE PC SUBSIDY 10000 KENTUCKY HORSE PARK FOUNDATION 4075 IRON WORKS PARKWAY LEXINGTON KY 40511 NONE PC SUBSIDY 20000 LEXINGTON CHALLENGER TENNIS CHARITY INC 300 W VINE ST LEXINGTON KY 40507 NONE PC SUBSIDY 5000 NATIONAL HORSE SHOW ASSOCIATION OF AMERICA 2245 STONE GARDEN LANE LEXINGTON KY 40513 NONE PC SUBSIDY 20000 THE LEXINGTON SCHOOL 1050 LANE ALLEN RD LEXINGTON KY 40504 NONE PC SUBSIDY 4245 THE MARKEY CANCER CENTER 800 ROSE ST LEXINGTON KY 40506 NONE PC SUBSIDY 23000 UK SANDERS BROWN CENTER AGING 2199 HARRODSBURG RD LEXINGTON KY 40504 NONE PC SUBSIDY 25000 UNIVERSITY OF KENTUCKY WILLIAM B STURGILL DEVELOPMENT BUILDING LEXINGTON KY 405060015 NONE PC SUBSIDY 20000 URBAN LEAGUE OF LEX-FAYETTE 148 DEWEESE ST LEXINGTON KY 40507 NONE PC SUBSIDY 10000 WEMBLEY FARMS TOY DRIVE INC CO FIRST REPUBLIC BANK 241 ROYAL PALM WAY PALM BEACH FL 33480 NONE PC SUBSIDY 2500 WOODBERRY FOREST SCHOOL ONE WALKER DRIVE WOODBERRY FOREST VA 22989 NONE PC SUBSIDY 10000 RICHMOND ROAD BAPTIST CHURCH 5897 OLD RICHMOND RD LEXINGTON KY 40515 NONE PC SUBSIDY 5000 JUBILEE JOBS OF LEXINGTON 535 W SECOND ST STE 205 LEXINGTON KY 40508 NONE PC SUBSIDY 5000 CHRYSALIS HOUSE 1589 HILL RISE DR LEXINGTON KY 40504 NONE PC SUBSIDY 11500 BLUE WINGS OF HOPE PO BOX 1851 LEXINGTON KY 40588 NONE PC SUBSIDY 10000 MOUNTAIN ROOTS FOOD PROJECT PO BOX 323 GUNNISON CO 81230 NONE PC SUBSIDY 5000 218245 0 14 59376 18 256918 0 316294 0 316294 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2750 1375 1375 PURSUANT TO TREAS. REG. 53.4942(A)-3(D)(2), THE ALEX BOONE CHARITABLE TRUST DATED 12/01/98 ELECTS TO APPLY A PORTION ($155,863) OF ITS CURRENT YEAR (2022) QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S (2020) UNDISTRIBUTED INCOME._______________________________ ALEX BOONE, TRUSTEE _____________DATE ADOBE SYSTEM INCORPORATED - 125 SHS 50450 43749 ALPHABET INC CL A - 1,000 SHS 10109 250400 ALPHABET INC CL C - 1,000 SHS 12595 313800 AMAZON - 1,200 SHS 30397 276984 AMERICAN TOWER CORP COM - 600 SHS 117654 105342 BERKSHIRE HATHAWAY B - 2,000 SHS 90941 1005300 BLACKSTONE GROUP, INC. 1,800 SHS 31808 277452 BROOKFIELD CORP CLASS A LTD - 3,000 SHS 43971 137670 BROWN & BROWN INC. - 1,250 SHS 112498 99625 ESTEE LAUDER CO - 900 SHS 14333 94248 FIRST CITIZENS BANCSHARES INC. - 65 SHS 110603 139502 GAMING & LEISURE P COM 2,000 SHS 89090 89380 GOLDMAN SACHS GRP INC - 400 SHS 55747 351600 HOME BANCSHARES INC - 9,000 SHS 187332 250020 JOHNSON & JOHNSON - 500 SHS 26908 103475 LVMH MOET HENNESSY LOUIS VUITTON - 325 SHS 43071 49013 MARKEL CORP COM - 300 SHS 76053 644895 MASTERCARD INCORPORATED CLA - 235 SHS 48253 134157 METTLER-TOLEDO INTERNATIONAL INC - 30 SHS 31650 41826 MOODY'S CORP - 550 SHS 85372 280968 NIKE INC. CLASS B COM - 1200 SHS 92728 76452 PEPSICO INC - 550 SHS 31764 78936 SCHWAB CHARLES CORP NEW - 2,250 SHS 103612 224798 TAKE-TWO INTERACTIVE SOFTWARE INC - 150 SHS 24318 38405 WYNN RESORTS LTD - 500 SHS 38511 60165 VANGUARD BOND INDEX FUND INC - 1,800 SHS 144494 141858 INVESTMENT MANAGEMENT - ES BARR 23605 23605 0 OTHER EXPENSE 1805 50 0 FOREIGN TAXES 468 468 0 EXCISE TAX 1218 0 0