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Z•••••• S•••••••• P••••••• L••

Single family office (probable)Top 500· Louisville, KY

Single family office (probable), based in Louisville, KY.

Composed from this office's classification, location and record.

Direct investments
Not established
Decision makers
Not established
Foundation assets
$91.7M
Form 990-PF
Last deployment
Not established
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record

We hold 18 observations from 3 sources for this office, the latest this month. No direct investment in the last year, stated check size or sponsor relationship is on record. It is still the right record for resolving this office, its family and its people.

Readings, classification basis and verificationidentity confidence 70% · 18 observations · 3 sourcesShow
Single family office (probable)Verified Sep 16, 2026 (7 days ago)0 people · 0 investments · 0 public positions · 4 events

Why this class: B••••-Forman's 2016 proxy lists the O••••• B•••• II Family Group's address as care of Z•••••• S•••••••• P•••••••, and it is also in-care-of on a Louisville family foundation, so it serves as that one family's office. (inferred from a proxy address, no page says family office).

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 31% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (probable)
Description
••• Locked
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$91.7M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $91.7M. These are different facts and are never added together.
Classification history
  • Sep 13, 2026Single family office (probable) 70%B••••-Forman's 2016 proxy lists the O••••• B•••• II Family Group's address as care of Z•••••• S•••••••• P•••••••, and it is also in-care-of on a Louisville family foundation, so it serves as that one family's office. (inferred from a proxy address, no page says family office)Inferenceverifiedsec.gov“••• Locked”
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $60,178,269 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $60,178,269 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
show
Family served
S••••• as the registered address for three O••••• B•••• I•••••••• family charitable foundations: those of O••••• B•••• III, B••••• B•••• B•••••, and A•••••• B•••• H••••••.
Source of wealth
••• Locked
Operating company origin
B•••• Forman Corp
Team
show
No current professionals on the record.
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
N•• M•••••• V•••••• P••••••• I• L•NEW M•••••• VentureO••••• B•••• I• F••••• F••••••••• I••$42,054Dec 31, 2024Inference foundation tied to the office apps.irs.gov
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Inferencesec.gov
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
Sources and evidence
18show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 18 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 d•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($91,702,985)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (184)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Description••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Description••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Family served••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comInference
Family served••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comInference
Foundation ico signalO••••• B•••• I• F••••• F••••••••• I••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Headquarters••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Headquarters••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Operating company originB•••• Forman CorpDec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govInference
Operating model outsourced••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Operating model outsourced••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comFact
Philanthropy program••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.orgFact
Philanthropy program••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.orgFact
Source of wealth••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comInference
Source of wealth••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) louisvilleboulevard.comInference
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference