2022-11-11T10:18:23-06:00 2021-12-31 351515068 MONROE SHINE & CO INC CPA'S PO BOX 1407 NEW ALBANY IN 471511407 990PF 2021-01-01 463061287 ACCESS VENTURES INC ACCE 5022081641 PO BOX 4572 LOUISVILLE KY 40204 BRYCE BUTLER CHAIR 5022081641 2022-11-10 1 BRYCE BUTLER 999009999 PHILLIP D BEAMAN CPA P00815487 8129452311 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 43826766 X 3255480 272072 272072 272072 9845246 15396194 9548314 105307 3013371 0 637945 16386169 9820386 1015324 392604 0 151915 240689 1484940 493839 574585 910355 969 0 375 594 263770 0 102064 84718 38816 0 38816 21694 0 8394 13161 49472 17365 19143 26337 3245 0 1256 1989 1559990 274587 299571 458253 3815500 785791 1196119 1736096 616000 571000 4431500 785791 1196119 2307096 11954669 9034595 0 520170 395678 395678 1360486 1338858 1338858 82557 43479 82557 82557 27947 76305 76305 53288 34047 34047 1768326 1140890 1140890 5889640 9138658 9138658 6539998 10073296 10073296 12611202 18329978 18329978 88668 82623 1388046 6045 6045 1618603 3210454 3210454 31821185 43826766 43826766 124582 232478 45000 101984 226566 277478 X 27109736 37329296 4484883 6219992 31594619 43549288 31821185 43826766 31594619 11954669 0 43549288 0 43549288 FIDELITY ACCT 0343 85324 84423 901 901 FIDELITY ACCT 0343 114646 113435 1211 1211 FIDELITY ACCT 8868 690752 629239 61513 61513 FIDELITY ACCT 8868 565816 439705 126111 126111 FIDELITY ACCT 8869 684852 641774 43078 43078 FIDELITY ACCT 8869 458869 366315 92554 92554 FIDELITY ACCT 5848 405369 402850 2519 2519 FIDELITY ACCT 5848 415929 406067 9862 9862 FIDELITY ACCT 6580 122070 122517 -447 -447 FIDELITY ACCT 6580 184327 182028 2299 2299 FIDELITY ACCT 9601 433668 435925 -2257 -2257 CRYPTO CURRENCY 9566231 355261 9210970 9210970 9548314 105307 125581 0 125581 0 125581 5600 0 150000 0 155600 0 30019 30019 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 1 0 0 0 1 WWW.ACCESSVENTURES.ORG THE FOUNDATION 5022081641 PO BOX 4572 LOUISVILLE KY 40204 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BRYCE BUTLER 815 E MARKET STE 201 LOUISVILLE KY 40206 PRESIDENT 40.00 392604 8850 13772 TERRY GILL 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR 1.00 0 0 0 JOSH ALBERTSON 815 E MARKET STE 201 LOUISVILLE KY 40206 TREASURER 1.00 0 0 0 MIKE HYNES 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR 1.00 0 0 0 GRACE CHUNG 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR 1.00 0 0 0 BRIAN MACKAY 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR 1.00 0 0 0 THOMAS ABOOD 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR OF INVESTME 40.00 444256 3610 14005 MOSES ICYISHAKA 815 E MARKET STE 201 LOUISVILLE KY 40206 STAFF 40.00 235811 5825 11740 PATRICK HENSHAW 815 E MARKET STE 201 LOUISVILLE KY 40206 MANAGING DIRECTOR OF 40.00 197352 11539 17148 BENJAMIN TERRY 815 E MARKET STE 201 LOUISVILLE KY 40206 CREATIVE DIRECTOR 40.00 166913 14075 7478 TIMOTHY HARRIS 815 E MARKET STE 201 LOUISVILLE KY 40206 DIRECTOR OF MARKETIN 40.00 120103 6210 14212 0 NONE 0 HOUSING INSECURITY: A MAJOR CONCERN FOR COMMUNITIES ACROSS THE COUNTRY AND LEADS TO IMMENSE FAMILY INSTABILITY. VAST NUMBERS OF VACANT HOMES AND BUSINESSES DETERIORATE THE FABRIC OF A COMMUNITY BY INCREASED CRIME RATES, HIGHER COSTS TO THE TENANTS GIVEN NO OTHER OPPORTUNITY FOR RESIDENCE, AND MAKING IT DIFFICULT FOR BUSINESSES TO BE SUCCESSFUL. FALSE NARRATIVES RELATED TO THE HOUSING INSECURE ABOUND THAT LIMIT MANY ORGANIZATIONS ABILITY TO PROVIDE SERVICES. THEREFORE, WE WORK TO IDENTIFY AND SUPPORT EMERGING INTERVENTIONS THAT HELP MORE COMMUNITIES AND PEOPLE THRIVE. FROM REDEVELOPMENT OF VACANT PROPERTIES TO TECHNOLOGY SOLUTIONS THAT INCREASE FINANCIAL MOBILITY, WE WORK TO SEE MORE PEOPLE IN MORE PLACES HAVE THE RESOURCES TO NOT ONLY SURVIVE, BUT TRULY THRIVE. WE ALSO WORK TO CHANGE THE NARRATIVE OF HOMELESSNESS THAT HOPEFULLY LEADS TO EMPATHY AND ACTION. 444340 ACCESS TO THE ECONOMY: TRADITIONAL BANKING AND FINANCIAL SERVICES EXCLUDE MILLIONS OF INDIVIDUALS AND SMALL BUSINESSES. INCLUSION IN THESE FINANCIAL SYSTEMS LEADS TO GREATER INDIVIDUAL, FAMILY, AND COMMUNITY STABILITY. THEREFORE, WE INVEST IN COMPANIES AND PROGRAMS THAT IMPROVE ACCESS TO EQUITABLE CAPITAL, FINANCIAL SERVICES, AND THE DISTRIBUTIONS OF FUNDS BEYOND TRADITIONAL MEANS FOR BOTH PERSONAL AND BUSINESS FINANCING TO COUNTER THE EFFECTS OF PAYDAY LENDING AND IMPROVE OPPORTUNITIES FOR THE UNBANKED AND UNDERBANKED. ENTREPRENEURSHIP IS KEY TO AMERICAN DYNAMISM AND COMMUNITY FLOURISHING AND YET, ACCESS TO CAPITAL REMAINS ELUSIVE FOR MANY. THEREFORE, WE WORK TO CREATE ALTERNATIVE AND GEOGRAPHICALLY SPECIFIC STRUCTURES TO BUILD REGIONAL ECOSYSTEMS. 676186 CREATIVE ECONOMY: WE BELIEVE THAT PEOPLE HAVE THE RIGHT TO REALIZE THEIR FULL POTENTIAL. AN ECONOMY THAT ENCOURAGES CREATIVITY ACCELERATES GROWTH AND LONG-TERM COMMUNITY VITALITY BY ENCOURAGING PEOPLE TO BE THEIR AUTHENTIC SELVES. THE CREATIVE ECONOMY SURFACES AND REDEEMS THE BELIEFS WE IDENTIFY WITH, AND THAT WE VALUE, AND EXPOSES THAT WHICH IS POSSIBLE. WE WORK INTENTIONALLY TO CREATE PROGRAMS THAT SUPPORT CREATORS AND THEIR CREATIVE DEVELOPMENT AS THEY MATURE IN THEIR CRAFT. 1338 PROGRAM RELATED INVESTMENTS IN HIGH-RISK BUSINESSES LOCATED IN URBAN AREAS OR THAT SERVE PERSONS WHO HAVE SIGNIFICANT BARRIERS TO EMPLOYMENT AND EQUITABLE FINANCIAL SERVICES. 38258 38258 18547132 3331240 5361515 27239887 0 0 27239887 408598 26831289 1341564 X 2307096 38258 2345354 2015-01-01 X 0 0 0 0 0 0 0 0 0 0 2345354 2081796 2471717 1371436 8270303 0 0 0 0 0 2345354 2081796 2471717 1371436 8270303 43832366 31821185 33623407 30300027 139576985 43832366 31821185 33623407 30300027 139576985 0 0 0 0 0 X ENDEAVOR LOUISVILLE INC 471 W MAIN ST SUITE 200 LOUISVILLE KY 40202 NC GENERAL FUNDS 50000 MRELIEF 2045 W GRAND AVE STE B CHICAGO IL 60612 NC GENERAL FUNDS 350000 GLOBAL ECONOMIC DIVERSITY DEVELOPMENT INITIATIVE 140 N 4TH STREET LOUISVILLE KY 40202 NC GENERAL FUNDS 25000 COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET STE 1100 LOUISVILLE KY 40202 NC GENERAL FUNDS 25000 CHANGE TODAY CHANGE TOMORROW 1031 E WASHINGTON ST LOUISVILLE KY 40206 NC GENERAL FUNDS 25000 SCARLET HOPE EMPOWERMENT PROGRAM PO BOX 6542 LOUISVILLE KY 40206 NC GENERAL FUNDS 21000 ORPHAN CARE ALLIANCE 115 N WATTERSON TRIAL LOUISVILLE KY 40243 NC GENERAL FUNDS 35000 GALILEE COMMUNITY DEVELOPMENT CORPORATION 3918 W BROADWAY LOUISVILLE KY 40206 NC GENERAL FUNDS 15000 PURE INTENT LLC 5402 RED LEAF ROAD LOUISVILLE KY 40218 NC GENERAL FUNDS 5000 THE SOURCE 502 430 EAST ORMSBY AVE LOUISVILLE KY 40203 NC GENERAL FUNDS 5000 LIPSTICK WARS 1209 SOUTH 45TH STREET LOUISVILLE KY 40211 NC GENERAL FUNDS 5000 NICOLE SCOTT LLC 8019 KELLERMAN RD LOUISVILLE KY 40219 NC GENERAL FUNDS 5000 IKON MEDIA GROUP LLC 4600 JENNINGS LANE LOUISVILLE KY 40218 NC GENERAL FUNDS 5000 571000 M1 INSTITUTE 1 NORTH 1ST STREET SUITE 700 PHOENIX AZ 85004 NC GENERAL FUNDS 45000 45000 HOUSING INSECURITY 135102 ACCESS TO THE ECONOMY 483971 14 272072 18 2375426 18 9845246 RENT INCOME 16 18872 0 12511616 619073 13130689 1A INCOME FROM DIRECT CHARITABLE ACTIVITY - HOUSING INSECURITY. 1A SEE PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES. 1B INCOME FROM DIRECT CHARITABLE ACTIVITY - ACCESS TO THE ECONOMY. 1B SEE PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 X X 1 ECONOMIC DEVELOPMENT ADMINISTRATION 1401 CONSTITUTION AVE NW SUITE 7101 WASHINGTON DC 20230 92813 X 2 BLUE SKY FOUNDATION 520 PARK E BLVD NEW ALBANY IN 47150 3000000 X 3 PAUL OGLE FOUNDATION 129 E COURT AVE JEFFERSONVILLE IN 47130 16667 X 4 GREATER LOUISVILLE INC 614 W MAIN ST SUITE 6000 LOUISVILLE KY 40202 5000 X 5 UNITED PARCEL SERVICE 825 LOTUS AVE LOUISVILLE KY 40213 7500 X 6 AMPLIFY LOUISVILLE INC 819 E MARKET ST SUITE 201 LOUISVILLE KY 40206 50000 X 7 UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40292 25000 X 8 MICROSOFT FUTURE OF WORK 900 E MAIN ST LOUISVILLE KY 40206 25000 X 9 ELEVATE VENTURES 50 91ST ST SUITE 213 INDIANAPOLIS IN 46240 20000 X 10 ENDEAVOR LOUISVILLE 552 E MARKET ST FLOOR 2 LOUISVILLE KY 40202 7500 X BUILDING 1999-01 PURCHASED 2021-12 359265 365973 COST 0 60928 67636 BUILDING IMPROVEMENT 1999-01 PURCHASED 2021-12 1189569 1178596 COST 0 214039 203066 FURNITURE AND EQUIPMENT 1999-01 PURCHASED 2021-12 89396 125187 COST 0 33830 69621 MURALS 1999-01 PURCHASED 2021-12 12004 12535 COST 0 -531 BUILDING IMPROVEMENT 2021-01 PURCHASED 2021-12 11403 24555 COST 0 -11621 1531 FURNITURE AND EQUIPMENT 2021-01 PURCHASED 2021-12 6704 7000 COST 0 287 583 CORPORATE BONDS 10073296 10073296 CORPORATE STOCKS 9138658 9138658 615933 615933 524957 524957 INVESTMENTS IN PARTNERSHIPS/LLC'S FMV 18329978 18329978 BUILDINGS AND IMPROVEMENTS 0 0 FURNITURE AND EQUIPMENT 88668 82623 6045 6045 PROGRAM RELATED INVESTMENTS 688225 629613 629613 INTANGIBLE ASSETS 930378 2580841 2580841 ADVERTISING 98307 0 38040 60269 BAD DEBT 11447 0 4429 7018 DUES & MEMBERSHIPS 14004 748 5419 8585 EVENTS 37151 0 14375 16922 INSURANCE 19595 0 7582 12013 INVESTMENT FEES 785791 269705 0 0 MISCELLANEOUS EXPENSES 63542 0 24587 39292 OFFICE RENT & EQUIPMENT 147324 0 57006 89234 OFFICE SUPPLIES 23344 0 9033 14570 PROFESSIONAL FEES 253347 4134 98031 145363 REPAIRS & MAINTENANCE 8097 0 3133 4963 SOFTWARE EXPENSE 49082 0 18992 30035 TELEPHONE & FAX 23312 0 9020 14292 TRAINING 24871 0 9624 15221 FUNDRAISING 776 0 300 476 UNREALIZED GAIN/LOSS ON INVESTMENTS 2375426 0 0 HOUSING INSECURITY 135102 135102 ACCESS TO THE ECONOMY 483971 483971 RENT INCOME 18872 18872 PAYROLL TAXES 123603 0 47827 75776 INVESTMENT TAX 140167 0 54237 8942