2026-08-11T16:58:43-04:00 2025-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2025-01-01 475625906 MARSHALL FAMILY FOUNDATION INC MARS 5026491363 8401 SPRUCE HILL ROAD PROSPECT KY 40059 PHILLIP H MARSHALL JR PRESIDENT/DIRECTOR 5026491363 2026-07-31 NICHOLAS M SCHAEFER P00449123 5025830262 2026-08-11 2025 2025-03-06 01:10:19Z X 11507441 X X 213 213 214761 214761 310772 953853 310772 525746 525746 130000 65000 65000 6578 3872 136578 68872 65000 556545 556545 693123 68872 621545 -167377 456874 203869 81466 81467 5095736 5050762 11425974 5299605 5132228 11507441 0 X 5299605 5132228 5299605 5132228 5299605 5132228 5299605 -167377 5132228 5132228 BRISTOL MYERS SUIBB P 2016-10-28 2025-11-11 76390 82304 -5914 -5914 CANADIAN NATL RY CO P 2016-10-28 2025-11-11 100509 66544 33965 33965 CHEVRON CORPORATION P 2016-10-28 2025-11-11 101281 66944 34337 34337 JPMORGAN CHASE & CO P 2016-10-28 2025-12-16 47278 10351 36927 36927 KIMBERLY-CLARK CORP P 2016-10-28 2025-11-11 61545 68652 -7107 -7107 NORFOLK SOUTHERN CORP P 2016-10-28 2025-11-11 100311 32291 68020 68020 PEPSICO INCORPORATED P 2016-10-28 2025-11-11 144773 107025 37748 37748 UNION PACIFIC CORP P 2016-10-28 2025-11-11 156828 61989 94839 94839 UNION PACIFIC CORP P 2016-10-28 2025-12-16 47066 17711 29355 29355 UNITED PARCEL SERVICE-B P 2016-10-28 2025-07-21 99016 107725 -8709 -8709 UNITED PARCEL SERVICE-B P 2016-10-28 2025-11-11 18856 21545 -2689 -2689 310772 6351 6351 6351 8500 8500 X 222 1927 1927 false false false false false false false true true true false false false false true N/A PHILLIP H MARSHALL JR 5026491363 8401 SPRUCE HILL ROAD PROSPECT KY 40059 false false false false false false false false false false false false false false false false false false false false PHILLIP H MARSHALL JR 8401 SPRUCE HILL ROAD PROSPECT KY 40059 PRESIDENT/DI 5.00 30000 0 0 APRIL WOOD MARSHALL 5614 GLENVIEW FALLS PLACE LOUISVILLE KY 40222 VP/TREASURER 5.00 30000 0 0 DEBORAH MARSHALL SKAGGS 6701 GLEN SPRINGS COURT LOUISVILLE KY 40222 VP/DIRECTOR 5.00 30000 0 0 KYLIE MARSHALL BOHN 134 BROWN AVENUE LOUISVILLE KY 40207 VP/TREASURER 1.00 10000 0 0 PHILLIP MARSHALL III 108 SPRUCE LANE LOUISVILLE KY 40207 VP/TREASURER 1.00 10000 0 0 SIDNEY SKAGGS 6701 GLEN SPRINGS COURT LOUISVILLE KY 40222 VP/DIRECTOR 1.00 10000 0 0 ASHLEY ANN DONDANVILLE 6403 INNISBROOK DRIVE PROSPECT KY 40059 VP/DIRECTOR 1.00 10000 0 0 NONE NONE N/A 10450996 132445 0 10583441 10583441 158752 10424689 521234 521234 6351 6351 514883 514883 514883 621545 621545 514883 57252 90268 147520 621545 514883 106662 254182 0 254182 57252 90268 106662 X ST JOSEPH CHILDREN'S HOME 2823 FRANKFORT AVENUE LOUISVILLE KY 40206 PC SOCIAL SERVICE 72900 TRINITY HIGH SCHOOL 4022 SHELBYVILLE ROAD LOUISVILLE KY 40207 PC EDUCATIONAL & SCHOLARSHIPS 2500 ASSUMPTION HIGH SCHOOL 2710 TYLER LANE LOUISVILLE KY 40205 PC EDUCATIONAL & SCHOLARSHIPS 100000 MOTE MARINE 1600 KEN THOMPSON PKWY SARASOTA FL 34236 PC MARINE RESEARCH 10000 LOUISVILLE PUBLIC MEDIA 619 S FOURTH STREET LOUISVILLE KY 40202 PC EDUCATION 20000 LOUISVILLE ZOO 1100 TREVILIAN WAY LOUISVILLE KY 40213 PC ANIMAL EXHIBITION, HUSBANDRY & EDU 10000 DREAM ACADEMY CENTER 1190 S 40TH ST LOUISVILLE KY 40211 PC SOCIAL SERVICES 10000 THE DEPAUL SCHOOL 1925 DUKER AVE LOUISVILLE KY 40205 PC EDUCATIONAL & SCHOLARSHIPS 20000 ARTS GARAGE 94 NE 2ND AVE DELRAY BEACH FL 33444 PC EDUCATIONAL PERFORMING ARTS 25000 THE FIRST TEE 460 NORTHWESTERN PARKWAY LOUISVILLE KY 40212 PC SOCIAL SERVICES 6500 SACRED HEART ACADEMY 3175 LEXINGTON ROAD LOUISVILLE KY 40206 PC SOCIAL SERVICES 10000 KY RACE TRACK CHAPLAINCY 2365 HARRODSBURG RD LEXINGTON KY 40504 PC SOCIAL SERVICES/COMMUNITY 7000 KIDS CENTER 9810 BLUEGRASS PKWY LOUISVILLE KY 40299 PC EDUCATIONAL, THERAPEUTIC 61250 ST ALBERT THE GREAT 1935 GIRARD DR LOUISVILLE KY 40222 PC EDUCATIONAL & SCHOLARSHIPS 10000 CRITICALLY LOVED PO BOX 43047 LOUISVILLE KY 40253 PC SOCIAL SERVICES, COMMUNITY 5000 KENTUCKY HUMANE SOCIETY 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 PC SOCIAL SERVICES 20895 PARKS ALLIANCE OF LOUISVILLE 717 S 24TH ST LOUISVILLE KY 40211 PC SOCIAL SERVICES, COMMUNITY 10000 CATHEADS KITTY RESCUE PO BOX 7472 LOUISVILLE KY 40207 PC ANIMAL RESCUE 7000 CHRISTIAN ACADEMY 700 S ENGLISH STATION RD LOUISVILLE KY 40245 PC EDUCATIONAL & SCHOLARSHIPS 1500 HOME OF THE INNOCENTS 1100 E MARKET ST LOUISVILLE KY 40206 PC SOCIAL SERVICES 100000 SAINT MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 PC EDUCATIONAL & SCHOLARSHIPS 5000 GREEN HILL THERAPY 1410 LONG RUN RD LOUISVILLE KY 40245 PC EDUCATIONAL, THERAPEUTIC 22000 SEVEN COUNTIES SERVICES 10401 LINN STATION RD LOUISVILLE KY 40223 PC SOCIAL SERVICES 20000 556545 14 213 14 214761 18 310772 525746 525746 false false false false false false false false false false INVESTMENTS 5050762 11425974 FOREIGN TAXES 3872 3872 EXCISE TAXES 2706