2025-10-15T12:25:12-05:00 2024-11-30 464686980 SUMMIT CPA 427 W MUHAMMAD ALI BLVD STE 800 LOUISVILLE KY 40202 990PF 2023-12-01 274432014 THE OWSLEY BROWN III PHILANTHROPIC FOUND OWSL 5028057200 427 W MUHAMMAD ALI BLVD 801 LOUISVILLE KY 40202 OWSLEY BROWN III DIRECTOR 5028057200 2025-10-15 1 1 WILLIAM EVERSOLE P00197408 5028057213 2025-10-14 2023 2025-03-06 01:10:19Z X 41513711 X X 775248 775248 714203 1446551 714203 1489451 1489451 0 0 0 17295 8647 8648 80375 7925 72450 33500 0 0 535 0 535 4896 0 4642 136601 16572 86275 2710992 2710992 2847593 16572 2797267 -1358142 1472879 175447 218093 218093 236554 171655 171655 500000 0 0 500000 500000 8882328 8103040 34085181 147100 147100 188782 6350000 0 6350000 6350000 9441429 15489888 41513711 6350000 0 6350000 X 0 0 0 0 9441429 9139888 9441429 9139888 9441429 15489888 9441429 -1358142 1056601 9139888 0 9139888 PUBLICLY TRADED SECURITIES 1446551 732348 714203 714203 714203 20473 0 20473 0 20473 34352 0 0 0 34352 X 0 13879 13879 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A ZELKOVA STRATEGIC PARTNERS LLC 5028057200 427 W MUHAMMAD ALI BLVD SUITE 801 LOUISVILLE KY 40202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OWSLEY BROWN III C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR/PRESIDENT/SECRETA 0.50 0 0 0 BROOKE BROWN BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR 0.50 0 0 0 AUGUSTA BROWN HOLLAND C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR 0.50 0 0 0 CHRISTINA LEE BROWN C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 41558696 465904 500000 42524600 0 0 42524600 637869 41886731 2094337 2094337 20473 20473 2073864 0 2073864 0 2073864 2797267 0 2797267 2073864 2709274 0 0 2797267 2709274 0 0 87993 0 0 0 0 0 0 0 0 1985871 0 0 0 X 18 REASONS 3674 18TH STREET SAN FRANCISCO CA 94110 NONE PC RESTRICTED SUPPORT 2500 A SHOT FOR LIFE 80 POPLAR STREET WATERTOWN MA 02472 NONE PC GENERAL SUPPORT 1000 AIM HIGH FOR HIGH SCHOOL PO BOX 410715 SAN FRANCISCO CA 94141 NONE PC GENERAL SUPPORT 1000 ALYANS ATIZAY AYISYN (HAITIAN CULTURAL ARTS ALLIANCE) 225 NE 59TH STREET MIAMI FL 33137 NONE PC RESTRICTED SUPPORT 7500 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 NONE PC RESTRICTED SUPPORT 25000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE PC RESTRICTED SUPPORT 1000 ANTHOLOGY FILM ARCHIVES 32 SECOND AVENUE NEW YORK NY 10003 NONE PC RESTRICTED SUPPORT 5000 BUDDHAYANA FOUNDATION 204 SPRING STREET MARION MA 02738 NONE PC GENERAL SUPPORT 5000 CANYON CINEMA FOUNDATION 1777 YOSEMITE AVENUE 210 SAN FRANCISCO CA 94124 NONE PC GENERAL SUPPORT 25000 CENTER FOR DISCOVERY PO BOX 840 HARRIS NY 12742 NONE PC GENERAL SUPPORT 20000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 NONE PC RESTRICTED SUPPORT 2500 CHICAGO OPEN WATER SWIMMING 117 S COOK STREET SUITE 248 BARRINGTON IL 60010 NONE PC RESTRICTED SUPPORT 500 COMMITTEE ON POETRY PO BOX 582 NEW YORK NY 10009 NONE PC RESTRICTED SUPPORT 1000 CONSERVATION COLLECTIVE THE OLD PLOUGH ST MARY BOURNE ANDOVER UK SP11 6AY NONE PC RESTRICTED SUPPORT 7578 DAKINI LAND FOUNDATION 1235 COAST VILLAGE RD SUITE D MONTECITO CA 93108 NONE PC RESTRICTED SUPPORT 8000 DIGITAL HARBOR FOUNDATION 1045 LIGHT STREET BALTIMORE MD 21230 NONE PC RESTRICTED SUPPORT 15000 DILGO KHYZENTSE FELLOWSHIP - SHECHEN 1441 BROADWAY SUITE 2002 NEW YORK NY 10018 NONE PC RESTRICTED SUPPORT 10000 DONGYU GATSAL LING INITIATIVES 415 CROSSWAYS PARK DRIVE SUITE C WOODBURY NY 11797 NONE PC RESTRICTED SUPPORT 5000 DONGYU GATSAL LING INITIATIVES 415 CROSSWAYS PARK DRIVE SUITE C WOODBURY NY 11797 NONE PC RESTRICTED SUPPORT 5000 DREPUNG GOMANG INSTITUTE 411 N HUBBARDS LANE LOUISVILLE KY 40207 NONE PC RESTRICTED SUPPORT 5000 EPISCOPAL DIOCESE OF CALIFORNIA 1055 TAYLOR STREET SAN FRANCISCO CA 94108 NONE PC RESTRICTED SUPPORT 10000 FILM COLLABORATIVE 3405 CAZADOR STREET LOS ANGELES CA 90065 NONE PC RESTRICTED SUPPORT 63478 FILM COLLABORATIVE 3405 CAZADOR STREET LOS ANGELES CA 90065 NONE PC RESTRICTED SUPPORT 11522 FONS VITAE OF KENTUCKY 49 MOCKINGBIRD VALLEY DRIVE LOUISVILLE KY 40207 NONE PC RESTRICTED SUPPORT 1862 FONS VITAE OF KENTUCKY 49 MOCKINGBIRD VALLEY DRIVE LOUISVILLE KY 40207 NONE PC RESTRICTED SUPPORT 7500 FUND FOR THE ARTS 623 W MAIN STREET LOUISVILLE KY 40202 NONE PC RESTRICTED SUPPORT 25000 GLIDE FOUNDATION 330 ELLIS STREET SAN FRANCISCO CA 94102 NONE PC GENERAL SUPPORT 1000 GRABHORN INSTITUTE 1802 HAYS STREET SAN FRANCISCO CA 94129 NONE PC RESTRICTED SUPPORT 1350 GRABHORN INSTITUTE 1802 HAYS STREET SAN FRANCISCO CA 94129 NONE PC RESTRICTED SUPPORT 25000 HOPEWELL FUND PO BOX 38068 BALTIMORE MD 21297 NONE PC RESTRICTED SUPPORT 15000 HUMAN NEEDS PROJECT 36 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 15000 INWARD BOUND MINDFULNESS EDUCATION 878 WASHINGTON STREET UNIT 1119 ATTLEBORO MA 02703 NONE PC GENERAL SUPPORT 5000 INWARD BOUND MINDFULNESS EDUCATION 878 WASHINGTON STREET UNIT 1119 ATTLEBORO MA 02703 NONE PC RESTRICTED SUPPORT 20000 KENTUCKY AUTHOR FORUM PO BOX 5365 LOUISVILLE KY 40255 NONE PC GENERAL SUPPORT 16667 KENTUCKY COALITION PO BOX 1450 LONDON KY 40743 NONE PC GENERAL SUPPORT 1000 KENTUCKY COALITION PO BOX 1450 LONDON KY 40743 NONE PC GENERAL SUPPORT 10000 KENTUCKY COLLEGE OF ART DESIGN 505 W ORMSBY AVENUE LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 100000 KENTUCKY COLLEGE OF ART DESIGN 505 W ORMSBY AVENUE LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 200336 KENTUCKY COLLEGE OF ART DESIGN 505 W ORMSBY AVENUE LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 20000 KENTUCKY COLLEGE OF ART DESIGN 505 W ORMSBY AVENUE LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 50000 LA CASA DE LAS MADRES 1269 HOWARD STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 1500 LOTUS TREASURE 1790 30TH STREET SUITE 280 BOULDER CO 80301 NONE PC RESTRICTED SUPPORT 11000 LOTUS TREASURE 1790 30TH STREET SUITE 280 BOULDER CO 80301 NONE PC RESTRICTED SUPPORT 5000 LOTUS TREASURE 1790 30TH STREET SUITE 280 BOULDER CO 80301 NONE PC RESTRICTED SUPPORT 15000 LOUISVILLE ORCHESTRA 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 150236 LOUISVILLE STORY PROGRAM 851 S 4TH STREET LOUISVILLE KY 40203 NONE PC RESTRICTED SUPPORT 40000 LOUISVILLE URBAN LEAGUE 1535 WEST BROADWAY LOUISVILLE KY 40203 NONE PC RESTRICTED SUPPORT 66667 MAIDEN VOYAGE PRODUCTIONS 2314 HIGGINS CANYON ROAD HALF MOON BAY CA 94019 NONE PC RESTRICTED SUPPORT 5155 MAIDEN VOYAGE PRODUCTIONS 2314 HIGGINS CANYON ROAD HALF MOON BAY CA 94019 NONE PC RESTRICTED SUPPORT 30900 MAIDEN VOYAGE PRODUCTIONS 2314 HIGGINS CANYON ROAD HALF MOON BAY CA 94019 NONE PC RESTRICTED SUPPORT 5155 MAIDEN VOYAGE PRODUCTIONS 2314 HIGGINS CANYON ROAD HALF MOON BAY CA 94019 NONE PC RESTRICTED SUPPORT 40500 MARIN ACADEMY 1600 MISSION AVENUE SAN RAFAEL CA 94901 NONE PC GENERAL SUPPORT 20000 MARION INSTITUTE 202 SPRING STREET MARION MA 02738 NONE PC RESTRICTED SUPPORT 2500 MIDDLE WAY INITIATIVE 2001 MAIN STREET SUITE 401 WHEELING WV 26003 NONE PC GENERAL SUPPORT 15000 MIND AND LIFE INSTITUTE 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 22901 NONE PC RESTRICTED SUPPORT 7500 MIND AND LIFE INSTITUTE 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 22901 NONE PC GENERAL SUPPORT 50000 MUSIC HEALS INTERNATIONAL PO BOX 2593 MILL VALLEY CA 94942 NONE PC GENERAL SUPPORT 10000 NATIONAL JUG BAND JUBILEE PO BOX 2944 LOUISVILLE KY 40201 NONE PC GENERAL SUPPORT 1000 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DRIVE PMB 16009 BEAVERTON OR 97008 NONE PC GENERAL SUPPORT 2000 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DRIVE PMB 16009 BEAVERTON OR 97008 NONE PC GENERAL SUPPORT 13427 NEW CENTURY CHAMBER ORCHESTRA 22 BATTERY STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC GENERAL SUPPORT 5000 NEW SCHOOL SAN FRANCISCO 940 FILBERT STREET SAN FRANCISCO CA 94113 NONE PC RESTRICTED SUPPORT 1500 OMEGA INSTITUTE FOR HOLISTIC STUDIES 150 LAKE DRIVE RHINEBECK NY 12572 NONE PC GENERAL SUPPORT 20000 OMEGA INSTITUTE FOR HOLISTIC STUDIES 150 LAKE DRIVE RHINEBECK NY 12572 NONE PC GENERAL SUPPORT 25000 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT 6000 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 333453 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT 8000 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT 2500 PEMA CHODRON FOUNDATION 176 S DEARBORN CIRCLE AURORA CO 80012 NONE PC RESTRICTED SUPPORT 30000 PRROWESS 1459 18TH STREET 269 SAN FRANCISCO CA 94107 NONE PC GENERAL SUPPORT 2000 PUNDARIKA FOUNDATION PO BOX 57 CRESTONE CO 81131 NONE PC RESTRICTED SUPPORT 5200 PUNDARIKA FOUNDATION PO BOX 57 CRESTONE CO 81131 NONE PC RESTRICTED SUPPORT 100000 RAICES 1305 N FLORES STREET SAN ANTONIO TX 78212 NONE PC GENERAL SUPPORT 1000 ROXIE THEATRE 3125 16TH STREET SAN FRANCISCO CA 94103 NONE PC RESTRICTED SUPPORT 15361 SAHALOKA MONASTIC COMMUNITY PO BOX 1090 CRESTONE CO 81131 NONE PC GENERAL SUPPORT 4000 SAN DOMENICO SCHOOL 1500 BUTTERFIELD ROAD SAN ANSELMO CA 94960 NONE PC RESTRICTED SUPPORT 2500 SAN FRANCISCO CHANTICLEER 44 PAGE STREET SUITE 500 SAN FRANCISCO CA 94109 NONE PC RESTRICTED SUPPORT 2400 SAN FRANCISCO CHANTICLEER 44 PAGE STREET SUITE 500 SAN FRANCISCO CA 94109 NONE PC GENERAL SUPPORT 10000 SAN FRANCISCO SILENT FILM FESTIVAL 1687 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 10000 SAN FRANCISCO SILENT FILM FESTIVAL 1687 MARKET STREET SAN FRANCISCO CA 94103 NONE PC RESTRICTED SUPPORT 2000 SPECIAL OPERATIONS SERVICES PO BOX 1395 LOS ALTOS CA 94023 NONE PC GENERAL SUPPORT 30000 SPECIAL OPERATIONS SERVICES PO BOX 1395 LOS ALTOS CA 94023 NONE PC GENERAL SUPPORT 70000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 115763 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 8000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 28125 SUSTAINABLE FOOD ALLIANCE 7540 WINDSOR DRIVE SUITE 205 ALLENTOWN PA 18195 NONE PC GENERAL SUPPORT 25000 TEN STRANDS PO BOX 150869 SAN RAFAEL CA 94915 NONE PC GENERAL SUPPORT 15000 THACHER SCHOOL 5025 THACHER ROAD OJAI CA 93023 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 100209 UC DAVIS FOUNDATION 202 COUSTEAU PLACE SUITE 185 DAVIS CA 95618 NONE PC RESTRICTED SUPPORT 40000 UC DAVIS FOUNDATION 202 COUSTEAU PLACE SUITE 185 DAVIS CA 95618 NONE PC RESTRICTED SUPPORT 5300 UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 80217 NONE PC RESTRICTED SUPPORT 18708 UNIVERSITY OF SOUTHERN CALIFORNIA 1150 S OLIVE STREET 25TH FLOOR LOS ANGELES CA 90015 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 100601 UNIVERSITY OF VIRGINIA PO BOX 37963 BOONE IA 50037 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 138659 UNIVERSITY OF VIRGINIA PO BOX 37963 BOONE IA 50037 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 164880 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 NONE PC RESTRICTED SUPPORT 20000 2710992 0 14 775248 18 714203 0 1489451 0 1489451 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION AND ACCOUNTING FEES 17295 8647 8648 STOCK CONTRIBUTIONS MEASURED BY FAIR MARKET VALUE FORM 990-PF, PART XIV SUPPLEMENTARY INFORMATION CONTRIBUTIONS PAID STOCK CONTRIBUTIONS MEASURED BY FAIR MARKET VALUE. RECIPIENT: LOUISVILLE ORCHESTRADESCRIPTION OF CONTRIBUTED PROPERTY: 3,155 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $6,883 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $150,194METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/3/2024(ALSO DONATED CASH IN THE AMOUNT OF $42 FOR A TOTAL GIFT OF $150,236) RECIPIENT: PARKS ALLIANCE OF LOUISVILLEDESCRIPTION OF CONTRIBUTED PROPERTY: 7,094 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $15,494 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $333,453 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/10/2024 RECIPIENT: SPEED ART MUSEUMDESCRIPTION OF CONTRIBUTED PROPERTY: 2,530 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $2,718 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $115,545 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 9/4/2024(ALSO DONATED CASH IN THE AMOUNT OF $218 FOR A TOTAL GIFT OF $115,763) RECIPIENT: THACHER SCHOOLDESCRIPTION OF CONTRIBUTED PROPERTY: 2,105 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $4,290 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $100,209 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/3/2024 RECIPIENT: UNIVERSITY OF SOUTHERN CALIFORNIADESCRIPTION OF CONTRIBUTED PROPERTY: 2,211 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $4,128 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $100,601 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 9/5/2024 RECIPIENT: UNIVERSITY OF VIRGINIADESCRIPTION OF CONTRIBUTED PROPERTY: 2,808 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $6,133 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $138,659 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/17/2024 RECIPIENT: UNIVERSITY OF VIRGINIADESCRIPTION OF CONTRIBUTED PROPERTY: 3,339 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $7,293 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $164,880 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/17/2024 BROWN-FORMAN CORP CL A (BFA) 4622 214989 BROWN-FORMAN CORP CL B (BFB) 8098418 33870192 ISHARES CORE S&P 500 ETF AT COST 147100 188782 LAURA LEE BROWN AND STEVE WILSON LAURA LEE BROWN - COUSIN; STEVE WILSON - NOT RELATED 6350000 6350000 2024-11 2024-12 PRINCIPAL AND INTEREST DUE IN A SINGLE PAYMENT ON FINAL MATURITY DATE 3.930000000000 NONE TO PURCHASE 10,000 UNITS (REPRESENTING 100%) OF LCF PRESERVATION LLC SOLE ASSET LAND - N. BUCKEYE LANE, GOSHEN, KY 6350000 BANK FEES 229 0 0 FILING FEES 25 0 0 LICENSES - SOFTWARE 4642 0 4642 FAIR MARKET VALUE-BOOK VALUE DIFFERENCES FOR STOCKS DONATED 1056601 KENTUCKY COLLEGE OF ART & DESIGN 500000 OTHER PROFESSIONAL FEES 27438 5488 21950 INVESTMENT MANAGEMENT FEES 2437 2437 0 CONSULTING FEES 50500 0 50500 CURRENT YEAR ESTIMATED EXCISE TAX PAYMENTS 33500 0 0