2026-04-24T14:01:08-05:00 2025-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990PF 2025-01-01 352373932 DON JACOBS SR CHARITABLE FOUNDATION INC C/O DOUG DEAN DONJ 8599131375 100 WEST MAIN STREET 300 LEXINGTON KY 40507 DOUG DEAN VICE PRESIDENT 8599131375 2026-04-21 1 ALLISON C CARTER P01242412 8592552341 2025 2025-03-06 01:10:19Z X 32702511 X X 4938 4938 332514 332514 552161 4861151 577182 889613 914634 4000 2000 2000 2650 1325 1325 206645 206645 0 30744 0 0 15 8 7 244054 209978 3332 1010000 1010000 1254054 209978 1013332 -364441 704656 317643 219769 219769 10535184 11563138 28975803 3348349 2053828 3506939 14201176 13836735 32702511 0 0 X 0 0 0 0 14201176 13836735 14201176 13836735 14201176 13836735 14201176 -364441 0 13836735 0 13836735 PUBLICLY TRADED SECURITIES P 4861151 4283969 577182 577182 577182 9795 0 9795 0 9795 16960 0 0 0 16960 0 7165 7165 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A THE FOUNDATION 8598104045 100 WEST MAIN STREET 300 LEXINGTON KY 40507 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY JACOBS 100 WEST MAIN STREET SUITE 300 LEXINGTON KY 40507 PRESIDENT, DIRECTOR 1.00 0 0 0 DOUG DEAN 100 WEST MAIN STREET SUITE 300 LEXINGTON KY 40507 VICE PRESIDENT, DIRECTOR 0.50 0 0 0 KAREN L WEST 100 WEST MAIN STREET SUITE 300 LEXINGTON KY 40507 TREASURER, DIRECTOR 1.00 4000 0 0 NONE 0 NONE 0 0 30079843 171187 0 30251030 0 0 30251030 453765 29797265 1489863 1489863 9795 9795 1480068 0 1480068 0 1480068 1013332 0 1013332 1480068 0 0 1211956 1211956 1013332 0 0 0 1013332 0 466736 466736 745220 0 0 0 0 0 0 745220 0 X CHILD DEVELOPMENT CENTER OF THE BLUEGRASS 290 ALUMNI DRIVE LEXINGTON KY 40503 NONE PC SUBSIDY 10000 CHRYSALIS HOUSE 1589 HILL RISE DRIVE LEXINGTON KY 40504 NONE PC SUBSIDY 15000 DV8 KITCHEN VOCATIONAL TRUST 183 WALTON AVENUE LEXINGTON KY 40508 NONE PC SUBSIDY 2500 GOD'S PANTRY FOOD BANK 2201 INNOVATION DRIVE LEXINGTON KY 40511 NONE PC SUBSIDY 2500 GRIN GRANT INC 628 N BROADWAY STE 302 LEXINGTON KY 40508 NONE PC SUBSIDY 2500 JUBILEE JOBS OF LEXINGTON 1450 N BROADWAY LEXINGTON KY 40505 NONE PC SUBSIDY 15000 JUNIOR ACHIEVEMENT OF THE BLUEGRASS INC 2420 SPURR RD 150 LEXINGTON KY 40511 NONE PC SUBSIDY 10000 KENTUCKY CENTER FOR THE ARTS FOUNDATION INC GOVERNOR'S SCHOOL FOR THE ARTS 501 W MAIN STREET LOUISVILLE KY 40202 NONE PC SUBSIDY 2500 ONE PARENT SCHOLAR HOUSE PO BOX 1458 LEXINGTON KY 40588 NONE PC SUBSIDY 25000 OPERALEX ENCORE PO BOX 8463 LEXINGTON KY 40533 NONE PC SUBSIDY 10000 THE HOPE CENTER 360 W LOUDON AVE LEXINGTON KY 40508 NONE PC SUBSIDY 360000 THE LEXINGTON CANCER FOUNDATION 1504 COLLEGE WAY LEXINGTON KY 40502 NONE PC SUBSIDY 100000 UK MARKEY CANCER FOUNDATION 1000 S LIMESTONE LEXINGTON KY 40536 NONE PC SUBSIDY 150000 UNITING VOICES LEXINGTON 3735 PALOMAR CENTER DRIVE STE 150-054 LEXINGTON KY 40513 NONE PC SUBSIDY 10000 UNIVERSITY OF KENTUCKY ROSE STREET LEXINGTON KY 40508 NONE PC SUBSIDY 200000 WORLDWIDE HEARTS AND HANDS 1604 HARMONY HALL LANE LEXINGTON KY 40502 NONE PC SUBSIDY 50000 TOWN BRANCH PARK 249 EAST MAIN STREET STE 201 LEXINGTON KY 40507 NONE PC SUBSIDY 20000 TROY DREAM CENTER INC 80 MAIN STREET TROY MO 63379 NONE PC SUBSIDY 25000 1010000 0 14 4938 14 332514 18 552161 0 889613 0 889613 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2650 1325 1325 ABBOTT LABORATORIES - 2,553 SHS 196063 319865 ALPHABET INC - 4,120 SHS 272986 1289560 AMAZON - 2,000 SHS 295863 461640 APPLE INC - 6,000 SHS 260577 1631160 BERKSHIRE HATHAWAY INC,SERIES B -1,100 SHS 505333 552915 BLACKROCK INC - 500 SHS 217552 535170 BOOKING HOLDINGS INC. - 75 SHS 198607 401650 BROADCOM INC. - 10,000 SHS 327002 3461000 CADENCE DESIGN SYSTEMS INC. - 300 SHS 40193 93774 CARRIER GLOBAL CORP - 4,900 SHS 323875 258916 COINBASE GLOBAL INC, - 1,000 SHS 303288 226140 COSTCO WHSL CORP NEW - 714 SHS 172233 615711 CUMMINS INC - 1,000 SHS 211919 510450 DANAHER CORP - 1,900 SHS 439364 434948 ELI LILY CO. - 400 SHS 66512 429872 EXPEDIA GROUP INC - 2,400 SHS 266953 679944 EXXON MOBILE CORP - 5,949 SHS 406473 715903 GARTNER INC. - 550 SHS 194831 138754 GE AEROSPACE - 2,800 SHS 504124 862484 GE VERNOVA LLC - 1,275 SHS 212708 833302 HOME DEPOT INC - 1,900 SHS 455911 653790 ILLINOIS TOOL WORKS INC - 1,437 SHS 200156 353933 INTUIT - 950 SHS 281709 629299 JABIL INC - 2,200 SHS 262541 501644 JOHNSON & JOHNSON - 3,060 SHS 445727 633267 JP MORGAN CHASE & CO - 3,500 SHS 361381 1127770 LAM RESEARCH CORP - 2,500 SHS 46973 427950 MARSH & MCCLENNAN COS INC. - 1,800 SHS 386672 333936 META PLATFORMS INC -800 SHS 425600 528072 MICROSOFT CORP - 2,064 SHS 224235 998192 MONOLITHIC POWER SYSTEM INC. - 400 SHS 232246 362544 NVIDIA - 20,000 SHS 124673 3730000 O REILLY AUTOMOTIVE - 6,300 SHS 187101 574623 PARKER-HANNIFIN CORP - 600 SHS 185400 527376 PROGRESSIVE CORP - 3,200 SHS 790683 728704 SALESFORCE.COM INC. - 1,500 SHS 299497 397365 THERMO FISCHER SCIENTIFIC - 361 SHS 101111 209181 T-MOBILE US INC - 2,100 SHS 299103 426384 TRIMBLE INC, - 4,375 SHS 329749 342781 UNION PACIFIC CORP - 1,262 SHS 179140 291926 VISA INC CLASS A - 1,100 SHS 179938 385781 WASTE MANAGEMENT - 1,630 SHS 147136 358127 VANGUARD MIDCAP ETF - 5,600 SHS AT COST 857080 1625232 VANGUARD SMALL CAP ETF - 5,938 SHS AT COST 846748 1531707 VANGUARD TREASURY MONEY MARKET INVESTOR - 350,000 SHS AT COST 350000 350000 STATE REGISTRATION FEE 15 8 7 INVESTMENT FEES 206645 206645 0 EXCISE TAXES 30744 0 0