2026-06-17T13:34:59-05:00 2025-12-31 271180831 CERITY PARTNERS 1001 LAKESIDE AVE SUITE 1620 CLEVELAND OH 44114 990PF 2025-01-01 616232654 PUBLIC LIFE FOUNDATION OF OWENSBORO PUBL 2706852652 401 FREDERICA STREET BLDG B NO 2 OWENSBORO KY 423016298 RODNEY BERRY PRESIDENT 2706852652 2026-05-14 1 KATHRYN JODON CPA P01993442 2164646266 2025 2025-03-06 01:10:19Z X 2708488 X X 68631 68631 65626 65626 473709 3984540 473709 784 133 608750 608099 149883 7494 142388 3320 166 3154 140572 35995 104577 29078 1003 11027 694 0 18306 915 17391 5786 289 5497 46204 796 45409 393843 46658 329443 4431690 4431690 4825533 46658 4761133 -4216783 561441 362786 494745 494745 2968227 0 0 2272941 1898908 2212966 91708 90931 932 777 777 5604886 2394430 2708488 5699 5971 5699 5971 X 2144175 2144175 -13204 -13204 3468216 257488 5599187 2388459 5604886 2394430 5599187 -4216783 1006055 2388459 0 2388459 PUBLICLY TRADED SECURITIES P 1434041 1571620 -137579 -137579 PUBLICLY TRADED SECURITIES P 2550499 1939211 611288 611288 473709 7804 0 7804 0 7804 12000 0 0 0 12000 X 0 4196 4196 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 1 1 WWW.PLFO.ORG SALLY H WOOD 2706852652 401 FREDERICA STREET BLDG B SUITE 203 OWENSBORO KY 42301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM G SPECIALE 53 STATE ST 39TH FLOOR BOSTON MA 02109 DIRECTOR-TREASURER 1.00 0 0 0 SARAH HAGER WOOD 1904 GRIFFITH PLACE WEST OWENSBORO KY 42301 DIRECTOR-CHAIR 1.00 0 0 0 BRUCE WILLIAM HAGER 2805 AMBLESIDE PL CINCINNATI OH 45208 DIRECTOR-VICE CHAIR 1.00 0 0 0 JOE BERRY 401 FREDERICA STREET OWENSBORO KY 42301 PRESIDENT 40.00 107763 3198 0 JOHN S JR HAGER 7308 NUBBIN RIDGE DRIVE KNOXVILLE TN 37919 DIRECTOR 1.00 0 0 0 SUSAN HAGER ALFORD 1637 GRIFFITH AVENUE OWENSBORO KY 42301 DIRECTOR 1.00 0 0 0 KATHY STROBEL 401 FREDERICA STREET OWENSBORO KY 42301 SECRETARY 40.00 42120 1273 0 JANET LAND 3824 DELL COURT OWENSBORO KY 42301 DIRECTOR 1.00 3000 0 0 DAVID BOEYINK 401 FREDERICA STREET OWENSBORO KY 42301 DIRECTOR 1.00 12025 0 0 NONE 0 NONE 0 0 4830224 414494 0 5244718 0 0 5244718 78671 5166047 258302 258302 7804 7804 250498 0 250498 0 250498 4761133 0 4761133 250498 0 0 72330 98235 315033 342817 780434 1608849 4761133 0 0 0 250498 4510635 0 0 6119484 0 0 0 0 0 0 72330 6047154 98235 315033 342817 780434 4510635 X CATHEDRAL PRESCHOOL 600 LOCUST ST OWENSBORO KY 42301 NONE PC GAP GRANT 3000 CLIFF HAGAN BOYS AND GIRLS CLUB 3415 BUCKLAND SQ OWENSBORO KY 42301 NONE PC GRANT 1000 DAF GIVING 360 - THE JOHN AND MARJORIE HAGER FUND PO BOX 2430 OMAHA NE 68103 HAGER FAMILY LEGACY PC GRANT 3518819 DANIEL PITINO SHELTER 501 WALNUT ST OWENSBORO KY 42301 NONE PC GRANT 1000 DAVIESS COUNTY PUBLIC LIBRARY 2020 FREDERICA ST OWENSBORO KY 42301 NONE PC GRANT 6650 DAVIESS COUNTY PUBLIC SCHOOLS 1622 SOUTHEASTERN PARKWAY OWENSBORO KY 42303 NONE PC GRANT; GAP GRANT 6268 GIRLS INC OWENSBORO DAV CO 2130G E 19TH ST OWENSBORO KY 42303 NONE PC GRANT 1000 GOODFELLOWS CLUB OF OWENSBORO 401 FREDERICA STREET B203 OWENSBORO KY 42301 HAGER FAMILY LEGACY PC TENNIS TOURNAMENT SPONSORSHIP; ENDOWMENT 500300 GREATER OWENSBORO LEADERSHIP INSTITUTE 200 E 3RD ST OWENSBORO KY 42303 NONE PC GRANT 50000 GREEN RIVER DISTRICT HEALTH DEPARTMENT 1600 BRECKENRIDGE ST OWENSBORO KY 42303 NONE PC GAP GRANTS; HANDS AND FIRST STEPS 3000 H L NEBLETT COMMUNITY CENTER 801 W 5TH STREET OWENSBORO KY 42301 NONE PC GRANT 3000 IMAGINATION LIBRARY OF DAVIESS CO 4559 INDIAN CREEK LOOP OWENSBORO KY 42303 NONE PC GAP GRANT 3000 LEADERSHIP KENTUCKY 464 CHENAULT ROAD FRANKFORT KY 40601 NONE PC GRANT 1000 MIRACLE OF KY AND TN FBO H L NEBLETT CENTER 931 COMMERCE DR LEITCHFIELD KY 42754 NONE PC PLAYGROUND EQUIPMENT 5000 OWENSBORO FAMILY YMCA 900 KENTUCKY PARKWAY OWENSBORO KY 42301 NONE PC GRANT 149194 OWENSBORO PUBLIC SCHOOLS 450 GRIFFITH AVENUE OWENSBORO KY 42301 NONE PC GAP GRANT; HAGER PRESCHOOL 2900 PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE 2285 EXECUTIVE DRIVE SUTIE 120 LEXINGTON KY 40505 NONE PC EARLY CHILDHOOD EDUCATION SPECIALIST POSITION 100000 RIVERPARK CENTER 101 DAVIESS ST OWENSBORO KY 42303 NONE PC GRANT 1283 SCHOLASTIC INC FBO OWENSBORO HEALTH PEDIATRICS PO BOX 6389852 CINCINNATI OH 45263 NONE PC REACH OUT AND READ BOOK ORDERS 4649 THE CENTER OF OWENSBORO 3520 NEW HARTFORD RD STE 200 OWENSBORO KY 42303 NONE PC GRANT 70000 UNITED WAY OF OHIO VALLEY 403 PARK PLAZA DRIVE OWENSBORO KY 42301 NONE PC GRANT 3000 WENDELL H FORD GOVERNMENT EDUCATION CENTER 600 FREDERICA ST OWENSBORO KY 42301 NONE PC BOOKS FOR STUDENTS 627 OWENSBORO PUBLIC SCHOOLS 450 GRIFFITH AVENUE OWENSBORO KY 42301 NONE PC RETURN OF DUPLICATE 2024 GRANT -3000 4431690 0 14 68631 14 65626 14 784 18 473709 0 608750 0 608750 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3320 166 3154 EQUIPMENT 1998-01-15 4271 4249 SL 5.000000000000 0 0 EQUIPMENT 2000-06-15 1859 1859 SL 5.000000000000 0 0 COMPUTERS 2001-04-24 3626 3626 200DB 5.000000000000 0 0 APPLE G-3 BEVERLY 2001-12-05 1123 1123 200DB 5.000000000000 0 0 6 CHAIRS AND TABLE 2001-04-03 330 330 200DB 7.000000000000 0 0 JOHN'S DESK 2001-05-17 934 934 200DB 7.000000000000 0 0 BEVERLY'S CHAIR 2001-05-17 117 117 200DB 7.000000000000 0 0 2 CHAIRS, FILE CABINET & LAMP 2001-06-14 1160 1160 200DB 7.000000000000 0 0 TV 2001-09-06 180 180 200DB 7.000000000000 0 0 DESK 2001-12-05 580 580 200DB 7.000000000000 0 0 COMPUTER EQUIPMENT 2002-09-19 12087 12087 200DB 7.000000000000 0 0 CHAIRS AND BOOK CASE 2002-07-05 3020 3020 200DB 7.000000000000 0 0 TABLE 2002-09-12 629 629 200DB 7.000000000000 0 0 FILE CABINET 2002-11-17 706 706 200DB 7.000000000000 0 0 FURNITURE 2002-10-11 768 768 200DB 7.000000000000 0 0 TELEPHONE SYSTEM 2002-10-29 7853 7853 200DB 7.000000000000 0 0 PROJECTOR 2002-12-11 2451 2451 200DB 7.000000000000 0 0 EQUIPMENT 2003-06-01 2727 1363 200DB 7.000000000000 0 0 FILE CABINET 2004-01-23 149 74 200DB 7.000000000000 0 0 DSL ROUTER 2004-06-01 60 30 200DB 7.000000000000 0 0 LATERAL FILE CABINET 2004-07-09 485 242 200DB 7.000000000000 0 0 COMPUTER EQUIPMENT 2004-08-06 445 222 200DB 7.000000000000 0 0 HP PCS FOR RB,BM,KS 2004-09-20 3840 1920 200DB 7.000000000000 0 0 WIRELESS MOUSE 2004-10-21 48 24 200DB 7.000000000000 0 0 CHAIRS AND BOOKENDS 2004-11-05 226 113 200DB 7.000000000000 0 0 SOUND SYSTEM 2004-12-02 504 252 200DB 7.000000000000 0 0 EQUIPMENT 2005-07-15 1985 1985 200DB 7.000000000000 0 0 FURNITURE & EQUIPMENT 2006-05-01 4737 4737 200DB 7.000000000000 0 0 OFFICE EQUIPMENT 2007-05-29 1897 1897 200DB 7.000000000000 0 0 OFFICE EQUIPMENT 2008-02-08 365 182 200DB 7.000000000000 0 0 COLOR PRINTER 2008-04-18 320 160 200DB 7.000000000000 0 0 AUDIENCE RESPONSE SYSTEM 2008-05-27 3948 1974 200DB 7.000000000000 0 0 JOHN'S MAC NOTEBOOK 2008-10-29 2200 1100 200DB 7.000000000000 0 0 COMPUTERS 2009-11-06 4498 2249 200DB 7.000000000000 0 0 FILE CABINET 2009-11-06 350 175 200DB 7.000000000000 0 0 FURNITURE & EQUIPMENT 2010-07-16 1768 1768 200DB 7.000000000000 0 0 NEW DELL SERVER 2012-01-10 1766 883 200DB 5.000000000000 0 0 COMPUTER & PRINTER 2013-01-11 1365 682 200DB 5.000000000000 0 0 FURNITURE 2014-12-18 1677 838 200DB 7.000000000000 0 0 PROJECTOR 2015-07-22 664 332 200DB 7.000000000000 0 0 NEW PHONE 2017-03-06 2115 1057 200DB 7.000000000000 0 0 FURNITURE 2017-03-28 359 179 200DB 7.000000000000 0 0 FURNITURE 2019-07-23 2947 200DB 7.000000000000 0 0 ACS TECHNOLOGY 2023-05-10 6000 624 200DB 5.000000000000 230 0 OFFICE FURNITURE 2023-12-14 1910 148 200DB 7.000000000000 67 0 COLOR PRINTER 2024-02-13 300 24 200DB 5.000000000000 38 0 COLOR PRINTER 2025-11-11 359 200DB 5.000000000000 359 0 MORAN WEALTH MANAGEMENT - TAXFI 1609892 1858620 MORAN WEALTH MANAGEMENT - CONV 289016 354346 EQUIPMENT 4271 4249 22 22 EQUIPMENT 1859 1859 0 0 COMPUTERS 3626 3626 0 0 APPLE G-3 BEVERLY 1123 1123 0 0 6 CHAIRS AND TABLE 330 330 0 0 JOHN'S DESK 934 934 0 0 BEVERLY'S CHAIR 117 117 0 0 2 CHAIRS, FILE CABINET & LAMP 1160 1160 0 0 TV 180 180 0 0 DESK 580 580 0 0 COMPUTER EQUIPMENT 12087 12087 0 0 CHAIRS AND BOOK CASE 3020 3020 0 0 TABLE 629 629 0 0 FILE CABINET 706 706 0 0 FURNITURE 768 768 0 0 TELEPHONE SYSTEM 7853 7853 0 0 PROJECTOR 2451 2451 0 0 EQUIPMENT 2727 2727 0 0 FILE CABINET 149 149 0 0 DSL ROUTER 60 60 0 0 LATERAL FILE CABINET 485 485 0 0 COMPUTER EQUIPMENT 445 445 0 0 HP PCS FOR RB,BM,KS 3840 3840 0 0 WIRELESS MOUSE 48 48 0 0 CHAIRS AND BOOKENDS 226 226 0 0 SOUND SYSTEM 504 504 0 0 EQUIPMENT 1985 1985 0 0 FURNITURE & EQUIPMENT 4737 4737 0 0 OFFICE EQUIPMENT 1897 1897 0 0 OFFICE EQUIPMENT 365 182 183 183 COLOR PRINTER 320 320 0 0 AUDIENCE RESPONSE SYSTEM 3948 3948 0 0 JOHN'S MAC NOTEBOOK 2200 2200 0 0 COMPUTERS 4498 4498 0 0 FILE CABINET 350 350 0 0 FURNITURE & EQUIPMENT 1768 1768 0 0 NEW DELL SERVER 1766 1766 0 0 COMPUTER & PRINTER 1365 1364 1 1 FURNITURE 1677 1677 0 0 PROJECTOR 664 664 0 0 NEW PHONE 2115 2115 0 0 FURNITURE 359 359 0 0 FURNITURE 2947 2947 0 0 ACS TECHNOLOGY 6000 5654 346 346 OFFICE FURNITURE 1910 1743 167 167 COLOR PRINTER 300 242 58 58 COLOR PRINTER 359 359 0 0 SUPPLIES 289 14 275 MISCELLANEOUS 995 50 946 INSURANCE 1946 97 1848 TECHNOLOGY 3485 174 3311 POSTAGE 146 7 139 REPAIRS 456 23 433 TELEPHONE 2300 115 2185 DUES & SUBSCRIPTIONS 1840 92 1748 EMPLOYEE BENEFITS 4471 224 4248 PROJECT CHECKMARKS 30276 0 30276 NONDIVIDEND DISTRIBUTIONS 651 0 651 PAYMENTS IN LIEU OF DIV/INT 133 133 133 ADJUSTMENT FOR CHARITABLE CONTRIBUTION OF MULTIPLE SECURITIES 1006055 PAYROLL TAXES 5699 5971 PROGRAM STRATEGIC CONSULTING 110081 5504 104577 MORAN WEALTH MANAGEMENT - ADVISORY FEES 30491 30491 0 PAYROLL TAXES 11608 580 11027 FOREIGN TAXES PAID 423 423 0 FEDERAL EXCISE TAX 17047 0 0