2026-05-05T15:51:22-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-07-01 611100993 THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC COMM 5025854649 325 W MAIN ST 1110 LOUISVILLE KY 40202 MATTHEW L BACON COO & CFO 5025854649 2026-04-29 1 1 MELANIE MCPEAK P01346034 8885871719 2024 2025-03-06 01:10:19Z RON GALLO 325 W MAIN ST 1110 LOUISVILLE KY 40202 7208158 0 X WWW.CFLOUISVILLE.ORG X 1986 KY TO MOBILIZE PEOPLE, NETWORKS, AND CAPITAL TO SPARK MEANINGFUL CHANGE IN AND BEYOND LOUISVILLE. 6 6 0 6 0 0 4139699 6146516 0 0 -305047 203181 -36500 0 3798152 6349697 5900033 5028732 0 0 0 0 0 0 0 2164539 2877490 8064572 7906222 -4266420 -1556525 5245057 3316860 520609 148937 4724448 3167923 X SEE SCHEDULE O 0 0 5196327 5028732 DISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A). 2695839 IN THE NORMAL COURSE OF ITS BUSINESS THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY, INC. FISCALLY SPONSORS VARIOUS CHARITABLE PROJECTS IN THE LOUISVILLE METRO AREA. AT JUNE 30, 2025 THERE WAS 1 SUCH PROJECT. EVERY PROJECT IS REVIEWED AND APPROVED BY THE FOUNDATION'S MISSION AND IMPACT COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO ACTIVATION TO ENSURE PROPOSED PROJECTS ARE CONSISTENT WITH THE COMMUNITY FOUNDATION'S TAX-EXEMPT MISSION, AS DESCRIBED HEREIN. 7892166 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X X MATTHEW L BACON 5025854649 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 ELIZABETH FUST BOARD CHAIR 2.00 4.10 X X 0 0 0 LOPA MEHROTRA BOARD VICE CHAIR 2.00 4.10 X X 0 0 0 MICHAEL W GOUGH BOARD TREASURER 2.00 4.00 X X 0 0 0 DANA JACKSON BOARD SECRETARY 2.00 4.10 X X 0 0 0 STEPHEN KERTIS DIRECTOR 1.00 2.10 X 0 0 0 CARL WILLIAMS DIRECTOR 1.00 2.00 X 0 0 0 RONALD GALLO PRESIDENT & CEO 5.00 45.10 X 0 373838 11322 MATTHEW L BACON COO & CFO 5.00 45.10 X 0 277634 14690 HEATHER CASH CHIEF PHILANTHROPY OFFICER 5.00 45.10 X 0 153593 13526 RAMONA DALLUM SENIOR VP, COMM. LEADER, TO 05/25 5.00 45.00 X 0 151982 13546 ANNE MCKUNE VP, ADVANCEMENT 5.00 45.00 X 0 131345 12911 VALERIE SICKLES CHIEF MARKETING OFFICER 5.00 45.00 X 0 141956 12883 ALYSSA MANNING PRESIDENT FELIX E. MARTIN JR FDN 0.00 40.00 X 0 168627 13358 THOMAS REYNOLDS CONTROLLER 5.00 45.10 X 0 106867 11743 0 1505842 103979 0 0 1 0 0 117151 10 6029355 749708 6146516 175146 175146 886496 858461 28035 28035 28035 6349697 0 0 203181 5028732 5028732 14056 14056 FISCAL SPONSOR PROGRAM 2695839 2695839 INVEST. EARNINGS TO FDN 167595 167595 7906222 7892166 14056 0 0 103288 5245057 3213572 5245057 3316860 274298 5339 23559 3410 222752 140188 520609 148937 X 4724448 3167923 4724448 3167923 5245057 3316860 -1556525 0 X X 0 1 X 1 0 X 9553919 13152520 8139355 4139699 6146516 41132009 9553919 13152520 8139355 4139699 6146516 41132009 20953760 20178249 234564 214475 327229 330102 175146 1281516 42413525 0.47580 0.61360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYABLE TO RELATED ORGANIZATION 140188 140188 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. WHEN APPLICABLE, THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 310997017 509(A)(1) 720515 0 T PHILANTHROPY VOLUNTARISM AND GRANTMAKING STATE UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 509(A)(1) 400000 0 B11 SINGLE ORGANIZATION SUPPORT HARBOR HOUSE OF LOUISVILLE PO BOX 58219 LOUISVILLE KY 40268 611216323 509(A)(2) 343826 0 P20 HUMAN SERVICE ORGANIZATIONS ST JOSEPH CHILDREN'S HOME 2823 FRANKFORT AVENUE LOUISVILLE KY 40206 610475286 509(A)(1) 135000 0 P73 GROUP HOME (LONG-TERM PRIMARILY ASSISTED LIVING) CATHOLIC EDUCATION FOUNDATION 401 W MAIN ST 806 LOUISVILLE KY 40202 611294640 509(A)(1) 127500 0 B82 SCHOLARSHIPS STUDENT FINANCIAL AID AWARDS UNIVERSITY OF LOUISVILLE FOUNDATION INC PO BOX 772050 CHICAGO IL 60677 237078461 509(A)(1) 106000 0 B11 SINGLE ORGANIZATION SUPPORT ST VINCENT DE PAUL SOCIETY COUNCIL OF 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LAMBDA CHAPTER EDUCATION FOUNDATION PO BOX 1248 LEXINGTON KY 40588 310896719 509(A)(2) 5500 0 B EDUCATIONAL INSTITUTIONS STAGEONE THE LOUISVILLE CHILDREN'S THEATRE 1129 PAYNE ST LOUISVILLE KY 40204 610466715 509(A)(1) 5500 0 A65 THEATER WATERSTEP AKA EDGE OUTREACH INC 625 MYRTLE AVENUE LOUISVILLE KY 40208 611262016 509(A)(1) 5500 0 M20 DISASTER PREPAREDNESS AND RELIEF SERVICE GOODFELLOWS CLUB OF OWENSBORO KENTUCKY INC 401 FREDERICA STREET B-203 OWENSBORO KY 42301 611155143 509(A)(2) 5334 0 P30 CHILDREN'S AND YOUTH SERVICES STEVEN VANOVER MEMORIAL RESEARCH AND SCHOLARSHIP FUND PO BOX 221583 LOUISVILLE KY 40252 473499843 509(A)(1) 5157 0 H12 FUNDRAISING AND/OR FUND DISTRIBUTION 127 1 PART I, LINE 2: THE ORGANIZATION USES GUIDESTAR.ORG TO CONFIRM THAT THE RECIPIENT ORGANIZATIONS ARE IN GOOD STANDING PRIOR TO MAKING THE DONATION. WHEN THE DONATION IS SENT THE FOLLOWING INFORMATION IS PROVIDED TO EACH GRANT RECIPIENT: "BY DEPOSITING THIS CHECK, YOUR ORGANIZATION CERTIFIES THAT NO INDIVIDUALS OR ENTITIES CONNECTED WITH THE DONOR RECEIVED ANY TANGIBLE BENEFITS, GOODS, OR OTHER SERVICES (E.G. EVENT TICKETS, MEMBERSHIP FEES, TUITION, OR ITEMS PURCHASED AT AUCTION). YOUR ORGANIZATION ALSO CERTIFIES IT CONTINUES TO BE PUBLICLY SUPPORTED AND EXEMPT UNDER IRS CODE SECTION 501(C)(3). AS A FORCE FOR GOOD, THE COMMUNITY FOUNDATION OF LOUISVILLE IS PROUD TO SUPPORT THE WORK OF YOUR ORGANIZATION. IF YOU HAVE ANY QUESTIONS REGARDING THIS GRANT, PLEASE CONTACT US AT 502-585-4649 OR GRANTS@CFLOUISVILLE.ORG." IN ADDITION, WHEN THE FUNDHOLDER REQUESTS THE GRANT DISTRIBUTION, THE FUNDHOLDER AGREES THAT THEY ARE NOT RECEIVING ANY TANGIBLE BENEFIT, GOOD OR SERVICE. 1 0 0 0 0 0 0 0 0 RONALD GALLO PRESIDENT & CEO 0 373838 0 0 0 0 0 10963 0 359 0 385160 0 0 MATTHEW L BACON COO & CFO 0 253161 0 24473 0 0 0 7355 0 7335 0 292324 0 0 ALYSSA MANNING PRESIDENT FELIX E. MARTIN JR FDN 0 168627 0 0 0 0 0 5119 0 8239 0 181985 0 0 HEATHER CASH CHIEF PHILANTHROPY OFFICER 0 153593 0 0 0 0 0 4893 0 8633 0 167119 0 0 RAMONA DALLUM SENIOR VP, COMM. LEADER, TO 05/25 0 151982 0 0 0 0 0 4913 0 8633 0 165528 0 0 VALERIE SICKLES CHIEF MARKETING OFFICER 0 141956 0 0 0 0 0 4250 0 8633 0 154839 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE EXECUTIVE COMMITTEE AND THE BOARD PART I, LINE 4A RAMONA DALLUM RECEIVED A SEVERANCE PAYMENT OF $144,325. X 6 749708 FMV AT DATE OF GIFT 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONATIONS. FORM 990, PART III, LINE 1: TO MOBILIZE PEOPLE, NETWORKS, AND CAPITAL TO SPARK MEANINGFUL CHANGE IN AND BEYOND LOUISVILLE. WE CONNECT PHILANTHROPIC INVESTMENTS WITH RELEVANT CAUSES. THE FOUNDATION HAS ADDRESSED AND CONTINUES TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS. THE KEY PRIORITIES OF THE FOUNDATION'S MISSION ARE TO REMOVE BARRIERS TO ACCESSING CAPITAL AND RESOURCES AND TO OPEN OPPORTUNITIES FOR ALL. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND A COPY IS PROVIDED TO THE ENTIRE BOARD. ONCE THE COMMENTS FROM THE BOARD ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE COO & CFO. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND STAFF MEMBER IS REQUESTED TO PROVIDE ANNUALLY TO THE PRESIDENT OF THE FOUNDATION A LIST OF OFFICES AND DIRECTORSHIPS HE OR SHE HOLDS IN CHARITABLE AND BUSINESS ORGANIZATIONS, AND TO IDENTIFY HIS OR HER PLACE OF EMPLOYMENT OR PRINCIPAL BUSINESS ACTIVITY. BOARD MEMBERS AND STAFF MEMBERS SHOULD ALSO DISCLOSE A CONFLICT OF INTEREST: - PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS OR HER DUTIES. - PRIOR TO ENTERING INTO ANY CONTRACT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; - AS SOON AS POSSIBLE AFTER THE INDIVIDUAL LEARNS OF A CONFLICT OF INTEREST IN ANY OTHER CONTEXT. DISCLOSURE SHOULD BE MADE TO THE BOARD CHAIR, PRESIDENT OF THE FOUNDATION, OR IN THE CASE OF A COMMITTEE, TO THE CHAIRPERSON OF THAT COMMITTEE. THE MINUTES OF THE MEETING SHOULD REFLECT THAT APPROPRIATE DISCLOSURE WAS MADE, AND THAT THE INTERESTED PARTY ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES CURRENTLY; HOWEVER, THEY FOLLOW THE POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION AS ESTABLISHED BY THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. THE EXECUTIVE COMMITTEE OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. REVIEWS MARKET SURVEY INFORMATION ANNUALLY TO DETERMINE AND APPROVE A FAIR AND REASONABLE COMPENSATION FOR THE PRESIDENT/CEO AND FOR THE COO/CFO. THE COO/CFO AND PRESIDENT/CEO OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. REVIEW A MARKET COMPENSATION STUDY PERFORMED EVERY OTHER YEAR TO DETERMINE A FAIR AND REASONABLE COMPENSATION FOR ALL OTHER STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. NO REQUESTS WERE MADE FOR THE GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AND THEY ARE NOT PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR: THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY, INC. IS AUDITED AS PART OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. COMBINED GROUP. THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY, INC. IS INCLUDED IN THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. AND AFFILIATES COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR FOR THE COMBINED GROUP. THE COMMUNITY FOUNDATION OF LOUISVILLE INC 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 310997017 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 N/A 1 THE COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 311140889 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 1 FELIX E MARTIN JR FOUNDATION INC 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 262193468 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 0 THE REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 262417672 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 1 LOUISVILLE PRESERVATION FUND INC 323 W BROADWAY SUITE 700 LOUISVILLE KY 40202 462871014 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE COMMUNITY FOUNDATION OF LOUISVILLE INC B 720515 FMV THE COMMUNITY FOUNDATION OF LOUISVILLE INC C 115701 FMV