2025-05-08T09:33:26-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2023-07-01 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 2025-05-05 1 1 MELANIE MCPEAK P01346034 8885871719 2023 2025-03-06 01:10:19Z RON GALLO 325 W MAIN ST 1110 LOUISVILLE KY 40202 4697868 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 10 0 0 8139355 4139699 0 0 777932 -305047 -20107 -36500 8897180 3798152 14441895 5900033 0 0 0 0 0 0 0 3101785 2164539 17543680 8064572 -8646500 -4266420 8603819 5245057 158283 520609 8445536 4724448 X SEE SCHEDULE O 0 0 6169094 5900033 DISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A). 1871857 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, 2024 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. 8040951 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 99 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 DAVID TACHAU BOARD CHAIR, THRU 09/23 2.00 4.10 X X 0 0 0 LOPA MEHROTRA BOARD VICE CHAIR, FROM 09/23 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, FROM 09/23 2.00 4.10 X X 0 0 0 DEBORAH B WILLIAMS BOARD SECRETARY, THRU 09/23 2.00 4.10 X X 0 0 0 STEPHANIE BATEMAN DIRECTOR, THRU 09/23 1.00 2.00 X 0 0 0 STEPHEN KERTIS DIRECTOR, FROM 09/23 1.00 2.10 X 0 0 0 CURT SCOTT DIRECTOR, THRU 09/23 1.00 2.00 X 0 0 0 CARL WILLIAMS DIRECTOR, FROM 09/23 1.00 2.00 X 0 0 0 RONALD GALLO PRESIDENT & CEO 5.00 45.10 X 0 343699 10876 MATTHEW L BACON COO & CFO 5.00 45.00 X 0 222240 18989 HEATHER CASH SENIOR VP, PHILANTHROPIC SERVICES 5.00 45.10 X 0 144135 22407 RAMONA DALLUM SENIOR VP, COMMUNITY LEADERSHIP 5.00 45.00 X 0 132417 22164 MARY GRISSOM VP, COM. INVESTMENT, THRU 02/24 5.00 45.00 X 0 128944 22495 ANNE MCKUNE VP, ADVANCEMENT 5.00 45.00 X 0 118796 21264 VALERIE SICKLES VP, MARKETING & COMMUNICATIONS 5.00 45.00 X 0 128655 13688 0 1218886 131883 0 0 1 0 0 2053 136620 100000 3901026 121601 4139699 330102 330102 219467 854616 -635149 -635149 -635149 8600 2053 45100 -36500 -36500 3798152 0 0 -341547 5900033 5900033 23621 23621 FISCAL SPONSOR PROGRAM 1826756 1826756 INVEST. 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INSTITUTIONS UNIVERSITY OF LOUISVILLE FOUNDATION INC PO BOX 772050 CHICAGO IL 60677 237078461 509(A)(1) 366000 0 EDUCATION URSULINE SISTERS OF LOUISVILLE 3105 LEXINGTON ROAD LOUISVILLE KY 40206 610449662 RELIGIOUS ORGANIZATI 7500 0 B EDUCATIONAL INSTITUTIONS USA CARES INC 11760 COMMONWEALTH DRIVE LOUISVILLE KY 40299 050588761 509(A)(1) 11000 0 L01 ALLIANCE/ADVOCACY ORGANIZATIONS VOLUNTEERS OF AMERICA MID-STATES AKA VOLUNTEERS OF AMERICA OF KENTUCKY 570 S FOURTH ST 100 LOUISVILLE KY 40202 610480950 509(A)(1) 50000 0 P26 VOLUNTEERS OF AMERICA WELCOME HOUSE OF NORTHERN KENTUCKY INC 1132 GREENUP ST CONVINGTON KY 41011 611020382 509(A)(1) 11000 0 L41 TEMPORARY SHELTER FOR THE HOMELESS WELLINGTON ELEMENTARY SCHOOL 4800 KAUFMAN LN LOUISVILLE KY 40216 616001316 170(C)(1) 6000 0 B EDUCATIONAL INSTITUTIONS WEST END PREPARATORY SCHOOL 3628 VIRGINIA AVENUE LOUISVILLE KY 40211 043798875 509(A)(1) 64279 0 B24 PRIMARY/ELEMENTARY SCHOOL WESTERN KENTUCKY REGIONAL BLOOD CENTER INC 3015 OLD HARTFORD RD OWENSBORO KY 42303 610930633 509(A)(2) 8800 0 E61 BLOOD SUPPLY RELATED WILLIAM WHITLEY HOUSE ENDOWMENT INC 919 LANCASTER ST STANFORD KY 40484 883518311 509(A)(2) 7500 0 A80 HISTORICAL SOCIETIES AND RELATED ACTIVITIES WORKWELL INDUSTRIES 3401 JEWELL AVE LOUISVILLE KY 402122139 610956156 509(A)(1) 10000 0 J33 SHELTERED REMUNERATIVE EMPLOYMENT WORK ACTIVITY CENTER N.E.C.* WOW FACTOR ACADEMY INC 827 SOUTH 40TH STREET LOUISVILLE KY 40211 923845029 509(A)(2) 11975 0 B24 PRIMARY/ELEMENTARY SCHOO YOUTH GOLF COALITION INC DBA THE FIRST TEE OF LOUISVILLE 460 NORTHWESTERN PKWY LOUISVILLE KY 40212 200977578 509(A)(1) 10000 0 N6A GOLF (COUNTRY CLUBS USE N50) 134 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 DONOR MAKES THE CONTRIBUTION TO THE DEPOSITORY, THE DONOR ALSO AGREES THAT THEY ARE NOT RECEIVING ANY TANGIBLE BENEFIT, GOOD OR SERVICE. 0 0 0 0 0 0 0 0 0 RONALD GALLO PRESIDENT & CEO 0 338365 0 0 0 5334 0 10162 0 714 0 354575 0 0 MATTHEW L BACON COO & CFO 0 221274 0 0 0 966 0 6830 0 12159 0 241229 0 0 HEATHER CASH SENIOR VP, PHILANTHROPIC SERVICES 0 143829 0 0 0 306 0 4614 0 17793 0 166542 0 0 RAMONA DALLUM SENIOR VP, COMMUNITY LEADERSHIP 0 126788 0 5000 0 629 0 4371 0 17793 0 154581 0 0 MARY GRISSOM VP, COM. INVESTMENT, THRU 02/24 0 128674 0 0 0 270 0 4198 0 18297 0 151439 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 X 8 121601 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: FOUNDED IN 1984, THE COMMUNITY FOUNDATION OF LOUISVILLE MOBILIZES PEOPLE, NETWORKS, AND CAPITAL TO SPARK MEANINGFUL CHANGE IN AND BEYOND LOUISVILLE. WITH OVER $800 MILLION IN ASSETS, OVER 2,200 CHARITABLE FUNDS, AND COLLABORATIONS WITH HUNDREDS OF LOCAL PARTNERS, 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 & AUDIT COMMITTEE AND TO THE BOARD OF DIRECTORS. ONCE ANY QUESTIONS FROM THE FINANCE & AUDIT COMMITTEE AND THE BOARD ARE RESOLVED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE COO & CFO. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES MAY NOT ENGAGE IN ACTIVITIES THAT MIGHT INTERFERE WITH THE DISCHARGE OF THEIR RESPONSIBILITY OR IN TRANSACTIONS THAT REASONABLY MIGHT AFFECT THE JUDGMENT EXERCISE ON BEHALF OF THE ORGANIZATION. IF THERE HAVE BEEN ANY CHANGES THAT MAY BE A POTENTIAL CONFLICT OF INTEREST, INDIVIDUALS SHOULD NOTIFY THE PRESIDENT & CEO. OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM FROM TIME TO TIME WHICH THE ORGANIZATION WILL KEEP ON FILE. OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EXPECTED AT ALL TIMES TO USE GOOD JUDGMENT AND TO ADHERE TO HIGH ETHICAL STANDARDS. IN DOING SO, THEY WILL CONDUCT THEIR AFFAIRS IN SUCH A MANNER AS TO AVOID ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE ORGANIZATION BELIEVES THAT ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES SHOULD NOT BE INHIBITED SOLELY BECAUSE OF POTENTIAL CONFLICTS OF INTEREST. IN FACT, THE ORGANIZATION BELIEVES THAT CONFLICTS OF INTEREST CAN BEST BE HANDLED THROUGH FULL DISCLOSURE OF SUCH INTERESTS, TOGETHER WITH NONINVOLVEMENT IN ANY VOTE WHERE SUCH A CONFLICT EXISTS. EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUESTED TO PROVIDE ANNUALLY TO THE PRESIDENT OF CFL 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. OFFICERS, DIRECTORS AND KEY EMPLOYEES SHOULD 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 CFL, 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 ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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 631272 FMV THE COMMUNITY FOUNDATION OF LOUISVILLE INC C 134420 FMV