2019-05-15T10:35:58-05:00 2018-06-30 271235638 MCM CPAS & ADVISORS LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2017-07-01 611100993 THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC COMM 5025854649 325 W MAIN ST NO 1110 LOUISVILLE KY 40202 MATTHEW L BACON SENIOR VICE PRESIDENT & CFO 5025854649 2019-05-10 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2019-05-06 69.135.99.226 2019-05-10 10:42:04 ED P 85AE9BFC902B1AF08B7B375BB85CE48C22ACAC41 52098CBE37C20CEFEADF3414307E3481C4665D7F 2017 2019-02-21 02:37:17Z SUSAN A BARRY 325 W MAIN ST NO 1110 LOUISVILLE KY 40202 11803327 0 X WWW.CFLOUISVILLE.COM X 1986 KY TO FACILITATE DONORS' CHARITABLE GIVING. 12 12 0 12 0 0 8074391 8937354 0 0 255256 604783 0 0 8329647 9542137 7589963 6377856 0 0 0 0 0 0 0 1377422 1205094 8967385 7582950 -637738 1959187 13040283 14879365 119077 96539 12921206 14782826 TO STRENGTHEN OUR REGION THROUGH INSPIRED PHILANTHROPY AND OUTSTANDING STEWARDSHIP BY: PARTNERING WITH DONORS TO ENSURE LASTING IMPACT, LEVERAGING OUR KNOWLEDGE OF OUR COMMUNITIES, AND OFFERING OUR CONSTITUENTS AN UNMATCHED LEVEL OF PERSONAL ENGAGEMENT. 0 0 6480902 6377856 DISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A). 1075637 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, 2018 THERE WERE 14 SUCH PROJECTS. 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. 7556539 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 48 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 ERIC W TAYLOR CHAIRPERSON OF THE BOARD 2.00 4.00 X X 0 0 0 STEPHANIE H SMITH VICE CHAIRPERSON OF THE BO 2.00 4.00 X X 0 0 0 MARIA G HAMPTON SECRETARY OF THE BOARD 2.00 4.00 X X 0 0 0 GARY ULMER TREASURER OF THE BOARD 2.00 4.00 X X 0 0 0 DOROTHY S RIDINGS MEMBER AT LARGE 2.00 4.00 X 0 0 0 M CLAIRE ALAGIA COMPENSATION COMM. CHAIR 2.00 4.00 X 0 0 0 HARRIET L LAIR D & S COMM. CHAIR 2.00 4.00 X 0 0 0 CHARLES J KANE JR INVESTMENT COMM. CHAIR (TERM ENDED 9/2017) 2.00 4.00 X 0 0 0 BILL STRENCH INVESTMENT COMM. CHAIR 2.00 4.00 X 0 0 0 SUZANNE BERGMEISTER COMMUNICATIONS & MARKETING 2.00 4.00 X 0 0 0 DEBORAH B WILLIAMS MISSION & IMPACT COMM. CHA 2.00 4.00 X 0 0 0 MARK A CAMPISANO IMPACT INVESTING COMM. CHA 2.00 4.00 X 0 0 0 JAMES H TAYLOR BOARD DEVELOPMENT COMM. CH (TERM ENDED 9/2017) 2.00 4.00 X 0 0 0 SUSAN ZEPEDA BOARD DEVELOPMENT COMM. CHAIR 2.00 4.00 X 0 0 0 MARSHALL BRADLEY JR CHAIR EMERITUS (TERM ENDED 9/2017) 2.00 4.00 X 0 0 0 SUSAN A BARRY PRESIDENT & CEO 5.00 35.00 X 0 263625 24419 MATTHEW L BACON SENIOR VP & CFO 5.00 35.00 X 0 141288 16778 MICHAEL J SCHULTZ VP, DEVELOPMENT & STEWARDS 5.00 35.00 X 0 106584 23174 CARA BARIBEAU VP, COMMUNICATIONS & MARKE 5.00 35.00 X 0 97053 21900 TRISHA FINNEGAN VP, MISSION & IMPACT 5.00 35.00 X 0 107464 13077 0 716014 99348 0 0 1 0 0 27500 282796 30200 8596858 496311 8937354 181432 181432 2684541 2261190 423351 423351 423351 9542137 0 0 604783 6377856 6377856 26411 26411 FISCAL SPONSOR PROGRAM 1075637 1075637 INVEST. EARNINGS TO FDN 103046 103046 7582950 7556539 26411 0 1760375 3392895 1742 0 100 100 11278066 11486370 13040283 14879365 24386 23280 94691 73259 119077 96539 X 12921206 14782826 12921206 14782826 13040283 14879365 1959187 -97567 0 X X 0 1 X 1 0 X 3817160 5861264 13937544 8074391 8937354 40627713 3817160 5861264 13937544 8074391 8937354 40627713 8283652 32344061 170512 151842 167809 175757 181432 847352 41475065 0.77980 0.75020 X 0 PAYABLE TO RELATED ORGANIZATION 73259 73259 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 REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 325 W MAIN ST STE 1110 LOUISVILLE KY 40202 310997017 501(C)(3) 1005022 PHILANTHROPY, VOLUNTARISM FUND FOR THE ARTS INC 623 WEST MAIN STREET LOUISVILLE KY 40202 610479626 501(C)(3) 522500 ARTS, CULTURE & HUMANITIES THE UNIVERSITY OF LOUISVILLE FOUNDATION INC 2323 SOUTH BROOK STREET LOUISVILLE KY 40292 237078461 501(C)(3) 481383 EDUCATION SAY YES TO EDUCATION INC ONE STATE STREET 20TH FLOOR HARTFORD CT 06103 223139858 501(C)(3) 250000 EDUCATION CHILDREN'S HOSPITAL FOUNDATION - LOUISVILLE DEPT 86140 PO BOX 950183 LOUISVILLE KY 402950813 616027530 501(C)(3) 212840 HEALTH CARE FAMILY COMMUNITY CLINIC INC 1406 E WASHINGTON ST LOUISVILLE KY 40206 272994215 501(C)(3) 200000 HEALTH CARE UNIVERSITY OF KENTUCKY UK OFFICE OF PHILANTHROPY ATTN GIFT RECEIVING OFFICE WILLIAM B STURGILL LEXINGTON KY 40506 616001218 GOVERNMENT 166006 EDUCATION USA CARES INC 11760 COMMONWEALTH DRIVE LOUISVILLE KY 40299 050588761 501(C)(3) 152000 HOUSING & SHELTER NORTHERN KENTUCKY HEALTH DEPARTMENT 8001 VETERANS MEMORIAL DRIVE FLORENCE KY 41017 611008505 GOVERNMENT 149968 HEALTH CARE SUSAN G KOMEN BREAST CANCER FOUNDATION - LOUISVILLE 1201 STORY AVE STE 205 LOUISVILLE KY 40206 751835298 501(C)(3) 118500 DISEASES, DISORDERS & MEDICAL DISCIPLINES NATURE CONSERVANCY - KENTUCKY CHAPTER 114 WOODLAND AVE LEXINGTON KY 40502 530242652 501(C)(3) 100089 ENVIRONMENT HURSTBOURNE CHRISTIAN CHURCH 601 NOTTINGHAM PARKWAY LOUISVILLE KY 40222 610712799 501(C)(3) 79500 RELIGION-RELATED HOME OF THE INNOCENTS 1100 E MARKET ST LOUISVILLE KY 40206 610445834 501(C)(3) 78029 HUMAN SERVICES ST BARTHOLOMEW CHURCH 8005 MIRAMAR PARKWAY MIRAMAR FL 33025 590991188 501(C)(3) 75000 RELIGION-RELATED METRO UNITED WAY INC 334 E BROADWAY PO BOX 4488 LOUISVILLE KY 402040488 610444680 501(C)(3) 68426 PHILANTHROPY, VOLUNTARISM HOLY CROSS HIGH SCHOOL 5144 DIXIE HIGHWAY LOUISVILLE KY 40216 611053991 501(C)(3) 62500 EDUCATION JEFFERSON COMMUNITY & TECHNICAL COLLEGE FOUNDATION 109 E BROADWAY LOUISVILLE KY 40202 237035648 501(C)(3) 60000 EDUCATION URSULINE SOCIETY AND ACADEMY OF EDUCATION 3105 LEXINGTON ROAD LOUISVILLE KY 40206 610449662 501(C)(3) 57500 RELIGION-RELATED HEUSER HEARING & LANGUAGE ACADEMY INC 111 E KENTUCKY ST LOUISVILLE KY 40203 610492369 501(C)(3) 50000 EDUCATION SPECIAL OLYMPICS KENTUCKY 1230 LIBERTY BANK LANE STE 140 LOUISVILLE KY 40222 610954571 501(C)(3) 50000 RECREATION & SPORTS THE THRIVE CENTER 204 E MARKET STREET LOUISVILLE KY 40202 813636925 501(C)(3) 50000 UNKNOWN WELLSPRING INC PO BOX 1927 LOUISVILLE KY 40201 311020023 501(C)(3) 50000 MENTAL HEALTH & CRISIS INTERVENTION WEST END PREPARATORY SCHOOL 3628 VIRGINIA AVENUE LOUISVILLE KY 40211 043798875 501(C)(3) 48250 EDUCATION HARBOR HOUSE OF LOUISVILLE 2231 LOWER HUNTERS TRACE LOUISVILLE KY 40216 611216323 501(C)(3) 47847 ARTS, CULTURE & HUMANITIES AMERICAN AUTOIMMUNE RELATED DISEASES ASSOCIATION 22100 GRATIOT AVE EASTPOINTE MI 48021 383027574 501(C)(3) 45000 DISEASES, DISORDERS & MEDICAL DISCIPLINES ARCHDIOCESE OF LOUISVILLE OFFICE OF FINANCE PO BOX 32533 LOUISVILLE KY 40232 610447247 501(C)(3) 45000 RELIGION-RELATED HOSPARUS INC 3532 EPHRAIM MCDOWELL DRIVE LOUISVILLE KY 40205 610921718 501(C)(3) 43474 HUMAN SERVICES CABBAGE PATCH SETTLEMENT HOUSE INC 1413 SOUTH SIXTH STREET LOUISVILLE KY 40208 610458359 501(C)(3) 42277 HUMAN SERVICES JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION 3332 NEWBURG ROAD LOUISVILLE KY 40218 611021128 GOVERNMENT 42000 EDUCATION JUNIOR ACHIEVEMENT OF KENTUCKIANA 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610476694 501(C)(3) 41350 EDUCATION BETHLEHEM HIGH SCHOOL 309 WEST STEPHEN FOSTER AVE BARDSTOWN KY 40004 610592028 501(C)(3) 40000 EDUCATION NEIGHBORHOOD HOUSE 201 NORTH 25TH STREET LOUISVILLE KY 40212 610445842 501(C)(3) 40000 HUMAN SERVICES SHAWNEE CHRISTIAN HEALTHCARE CENTER INC 234 AMY AVENUE LOUISVILLE KY 40211 264345390 501(C)(3) 40000 HEALTH CARE AMERICAN HEART ASSOCIATION 240 WHITTINGTON PARKWAY LOUISVILLE KY 40222 135613797 501(C)(3) 36830 DISEASES, DISORDERS & MEDICAL DISCIPLINES TROOPER ISLAND INC PO BOX 473 ALBANY KY 42602 616038389 501(C)(3) 35000 CRIME & LEGAL-RELATED WATER WITH BLESSINGS 11714 MAIN ST SUITE D LOUISVILLE KY 40243 371639872 501(C)(3) 34500 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501(C)(3) 33048 INTERNATIONAL, FOREIGN AFFAIRS YMCA OF GREATER LOUISVILLE 545 S 2ND STREET LOUISVILLE KY 40202 610444843 501(C)(3) 31750 HUMAN SERVICES ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL - LOUISVILLE 135 W MUHAMMAD ALI BLVD B LOUISVILLE KY 40202 351044585 501(C)(3) 30000 HEALTH CARE PETRINO FAMILY FOUNDATION 9700 PARK PLAZA AVE UNIT 208 LOUISVILLE KY 40241 464984814 501(C)(3) 26050 PHILANTHROPY, VOLUNTARISM AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE ARLINGTON VA 22202 131623888 501(C)(3) 26000 DISEASES, DISORDERS & MEDICAL DISCIPLINES BELLARMINE UNIVERSITY 2001 NEWBURG ROAD LOUISVILLE KY 40205 610482955 501(C)(3) 25000 EDUCATION LOUISVILLE CENTRAL COMMUNITY CENTER INC 1300 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610590743 501(C)(3) 25000 HUMAN SERVICES AMERICAN RED CROSS - LOUISVILLE AREA CHAPTER 510 EAST CHESTNUT STREET PO BOX 1675 LOUISVILLE KY 40202 530196605 501(C)(3) 24495 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF ST FRANCIS DESALES HIGH SCHOOL 425 W KENWOOD DR LOUISVILLE KY 402142843 610447247 501(C)(3) 22500 EDUCATION MARYHURST INC 1015 DORSEY LANE LOUISVILLE KY 40223 311542209 501(C)(3) 21797 MENTAL HEALTH & CRISIS INTERVENTION COALITION FOR THE HOMELESS 1300 S 4TH ST 250 LOUISVILLE KY 40208 611118307 501(C)(3) 21675 HOUSING & SHELTER ST MARGARET MARY CATHOLIC COMMUNITY 7813 SHELBYVILLE ROAD LOUISVILLE KY 40222 610447247 501(C)(3) 21400 RELIGION-RELATED ST JOHN CENTER FOR THE HOMELESS 700 EAST MUHAMMAD ALI BOULEVARD LOUISVILLE KY 402023614 611135907 501(C)(3) 21000 HOUSING & SHELTER BOYS & GIRLS CLUBS INC 3900 CRITTENDEN DRIVE LOUISVILLE KY 40209 610568789 501(C)(3) 20000 YOUTH DEVELOPMENT CATHOLIC DIOCESE OF EVANSVILLE PO BOX 4169 EVANSVILLE IN 47724 351044322 501(C)(3) 20000 RELIGION-RELATED GREATER LOUISVILLE FOUNDATION INC 614 W MAIN STREET 6000 LOUISVILLE KY 40202 611131064 501(C)(3) 20000 PHILANTHROPY, VOLUNTARISM ISAAC W BERNHEIM FOUNDATION INC PO BOX 130 CLERMONT KY 401100130 610444651 501(C)(3) 20000 ENVIRONMENT LOUISVILLE MEDICAL LEGAL COMMUNITY HEALTH PARTNERSHIP 600 W MAIN STREET STE 110 LOUISVILLE KY 40202 274565113 501(C)(3) 20000 MENTAL HEALTH & CRISIS INTERVENTION NAZARETH LITERARY & BENEVOLENT INSTITUTION NAZARETH HOME 2000 NEWBURG RD LOUISVILLE KY 40205 452966131 501(C)(3) 20000 RELIGION-RELATED ROSE GARDEN CENTER FOR HOPE AND HEALING PO BOX 122038 COVINGTON KY 41012 272425177 501(C)(3) 20000 HEALTH CARE SUNRISE CHILDREN'S SERVICES 300 HOPE STREET PO BOX 1429 MT WASHTINGTON KY 40047 610597273 501(C)(3) 20000 HUMAN SERVICES KENTUCKY REFUGEE MINISTRIES INC 969-B CHEROKEE RD LOUISVILLE KY 40204 611229842 501(C)(3) 19965 RELIGION-RELATED USPIRITUS INC BELLEWOOD CAMPUS 11103 PARK ROAD LOUISVILLE KY 40223 610471572 501(C)(3) 19840 MENTAL HEALTH & CRISIS INTERVENTION TREESLOUISVILLE PO BOX 5816 LOUISVILLE KY 40255 473739795 501(C)(3) 17505 ENVIRONMENT YOUTH GOLF COALITION INC 460 NORTHWESTERN PKWY LOUISVILLE KY 40212 200977578 501(C)(3) 17500 RECREATION & SPORTS YMCA SAFE PLACE SERVICES 2400 CRITTENDEN DR LOUISVILLE KY 40217 204343628 501(C)(3) 16020 HUMAN SERVICES SOS INTERNATIONAL INC 1500 ARLINGTON AVE LOUISVILLE KY 40206 272624272 501(C)(3) 16000 INTERNATIONAL, FOREIGN AFFAIRS ST AUGUSTINE SCHOOL 236 SOUTH SPALDING AVE LEBANON KY 40033 610500831 501(C)(3) 15800 EDUCATION SHIVELY AREA MINISTRIES 4415 DIXIE HWY LOUISVILLE KY 40216 611134579 501(C)(3) 15301 HOUSING & SHELTER 21ST CENTURY PARKS ENDOWMENT INC 471 W MAIN ST 202 LOUISVILLE KY 40202 208834817 501(C)(3) 15000 RECREATION & SPORTS AMERICAN RED CROSS - DISASTER RELIEF FUND PO BOX 37839 BOONE IA 50037 530196605 501(C)(3) 15000 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF BARREN HEIGHTS CHRISTIAN RETREAT CENTER INC 11420 WATTERSON COURT 800 LOUISVILLE KY 40299 320121355 501(C)(3) 15000 RECREATION & SPORTS CLIFF HAGAN BOYS & GIRLS CLUB INC 3415 BUCKLAND SQUARE OWENSBORO KY 42301 610663746 501(C)(3) 15000 YOUTH DEVELOPMENT KENTUCKY YOUTH ADVOCATES 10200 LINN STATION ROAD SUITE 310 LOUISVILLE KY 40223 610929390 501(C)(3) 15000 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY LIFEHOUSE INC 2710 RIEDLING DR LOUISVILLE KY 40206 208514733 501(C)(3) 15000 HUMAN SERVICES NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC JH 421 100 NUNN DRIVE HIGHLAND HEIGHTS KY 410769964 237116528 501(C)(3) 15000 EDUCATION UNITED CRESCENT HILL MINISTRIES 150 S STATE ST LOUISVILLE KY 40206 510166794 501(C)(3) 15000 HUMAN SERVICES VOLUNTEERS OF AMERICA MID-STATES 570 S FOURTH ST 100 LOUISVILLE KY 40202 610480950 501(C)(3) 15000 HUMAN SERVICES WESTERN KENTUCKY UNIVERSITY FOUNDATION 292 ALUMNI AVE BOWLING GREEN KY 42101 611251555 501(C)(3) 15000 EDUCATION NATIONAL FFA FOUNDATION INC PO BOX 68960 INDIANAPOLIS IN 462680960 546044662 501(C)(3) 15000 FOOD, AGRICULTURE & NUTRITION CHRISTIAN COUNTY HEALTH DEPARTMENT PO BOX 647 HOPKINSVILLE KY 42241 611148004 GOVERNMENT 15000 UNKNOWN CRITICALLY LOVED INC 14110 BECKLEY TRACE LOUISVILLE KY 40245 815273913 501(C)(3) 12750 HUMAN SERVICES JEFFERSON COUNTY PUBLIC SCHOOLS 3001 CRITTENDEN DR LOUISVILLE KY 40209 616001316 GOVERNMENT 12660 EDUCATION YOUNG ADULT DEVELOPMENT IN ACTION INC PO BOX 638 LOUISVILLE KY 40201 611374470 501(C)(3) 12400 HUMAN SERVICES KENTUCKY CENTER FOR THE ARTS FOUNDATION INC 501 W MAIN ST LOUISVILLE KY 40202 310999046 501(C)(3) 12280 ARTS, CULTURE & HUMANITIES ORPHAN CARE ALLIANCE 115 NORTH WATTERSON TRAIL STE 201 LOUISVILLE KY 40243 264549276 501(C)(3) 11995 HUMAN SERVICES MUHAMMAD ALI MUSEUM AND EDUCATION CENTER INC 144 N 6TH STREET LOUISVILLE KY 40202 611323046 501(C)(3) 11500 ARTS, CULTURE & HUMANITIES AMERICAN PRINTING HOUSE FOR THE BLIND INC 1839 FRANKFORT AVENUE P O BOX 6389 LOUISVILLE KY 402069932 610444640 501(C)(3) 11000 ARTS, CULTURE & HUMANITIES SACRED HEART SCHOOLS INC 3177 LEXINGTON ROAD LOUISVILLE KY 40206 611181710 501(C)(3) 10958 EDUCATION FEAT OF LOUISVILLE INC 1100 E MARKET ST LOUISVILLE KY 40206 611374663 501(C)(3) 10800 DISEASES, DISORDERS & MEDICAL DISCIPLINES MAKE-A-WISH FOUNDATION OF GREATER OHIO KENTUCKY AND INDIANA 2545 FARMERS DRIVE 300 COLUMBUS OH 43235 341471131 501(C)(3) 10800 HUMAN SERVICES SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC 23532 CALABASAS ROAD SUITE A CALABASAS CA 91302 954116679 501(C)(3) 10543 ENVIRONMENT COMMUNITY CATHOLIC CENTER INC PO BOX 11065 LOUISVILLE KY 40251 010785892 501(C)(3) 10500 EDUCATION LEADERSHIP LOUISVILLE FOUNDATION 707 W MAIN ST LOUISVILLE KY 40202 310958491 501(C)(3) 10400 PUBLIC & SOCIETAL BENEFIT STEVEN VANOVER MEMORIAL RESEARCH AND SCHOLARSHIP FUND 1448 GARDINER LANE SUITE 102 LOUISVILLE KY 40213 473499843 501(C)(3) 10245 FUND DISTRIBUTION CENTER FOR WOMEN AND FAMILIES 927 S 2ND ST PO BOX 2048 LOUISVILLE KY 402012048 610444846 501(C)(3) 10143 HUMAN SERVICES RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA INC 550 SOUTH FIRST STREET LOUISVILLE KY 40202 311053467 501(C)(3) 10139 HOUSING & SHELTER BAPTIST HEALTH MADISONVILLE INC 900 HOSPITAL DR MADISONVILLE KY 42431 610654587 501(C)(3) 10000 HEALTH CARE BOYS & GIRLS CLUB - HOPKINSVILLECHRISTIAN COUNTY 1600 WALNUT ST HOPKINSVILLE KY 42240 202103260 501(C)(3) 10000 YOUTH DEVELOPMENT CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 10000 EDUCATION CATHOLIC EDUCATION FOUNDATION 401 W MAIN ST 806 LOUISVILLE KY 40202 611294640 501(C)(3) 10000 EDUCATION CENTERSTONE 10101 LINN STATION RD STE 600 LOUISVILLE KY 40223 310939757 501(C)(3) 10000 MENTAL HEALTH & CRISIS INTERVENTION FOUNDATION FOR THE LUPUS CENTER OF EXCELLENCE 600 GRANT STREET FLOOR 44 PITTSBURGH PA 15219 200097140 501(C)(3) 10000 DISEASES, DISORDERS & MEDICAL DISCIPLINES GOOD NEWS SHELTER CORPORATION 115 E ADAMS ST LAGRANGE KY 40031 611334374 501(C)(3) 10000 & SHELTER HEALING PLACE INC 1020 WEST MARKET STREET LOUISVILLE KY 40202 611164775 501(C)(3) 10000 MENTAL HEALTH & CRISIS INTERVENTION HOPKINSVILLE COMMUNITY COLLEGE FOUNDATION 720 NORTH DRIVE PO BOX 2100 HOPKINSVILLE KY 42241 616042265 501(C)(3) 10000 EDUCATION HOPKINSVILLE FAMILY YMCA 7805 EAGLE WAY HOPKINSVILLE KY 42240 611297293 501(C)(3) 10000 HUMAN SERVICES HOSEAS HOUSE INC PO BOX 991492 LOUISVILLE KY 40269 203161219 501(C)(3) 10000 HUMAN SERVICES METRO UNITED WAY DEPT 52860 PO BOX 950148 LOUISVILLE KY 402950148 610444680 501(C)(3) 10000 PHILANTHROPY, VOLUNTARISM MISSION FRANKFORT CLINIC INC 201 SAINT CLAIR ST FRANKFORT KY 40601 412199345 501(C)(3) 10000 HEALTH CARE NORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT 22 SPIRAL DR FLORENCE KY 41042 610719369 501(C)(3) 10000 COMMUNITY IMPROVEMENT & CAPACITY BUILDING SAYRE SCHOOL 194 N LIMESTONE LEXINGTON KY 40507 610449657 501(C)(3) 10000 EDUCATION UNIVERSITY OF MICHIGAN 3003 S STATE ST ANN ARBOR MI 48109 386006309 501(C)(3) 10000 EDUCATION KRISTY LOVE FOUNDATION PO BOX 11793 LOUISVILLE KY 40251 454556746 501(C)(3) 10000 HOUSING & SHELTER CENTER FOR NONPROFIT EXCELLENCE 323 WEST BROADWAY STE 501 LOUISVILLE KY 40202 200040424 501(C)(3) 9525 PHILANTHROPY, VOLUNTARISM WATERSTEP 625 MYRTLE AVENUE LOUISVILLE KY 40208 611262016 501(C)(3) 9314 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF NOTRE DAME ACADEMY 1927 LEWISTON DRIVE LOUISVILLE KY 40216 050599203 501(C)(3) 9000 EDUCATION WHAS CRUSADE FOR CHILDREN INC 520 WEST CHESTNUT LOUISVILLE KY 40202 237075524 501(C)(3) 8500 HUMAN SERVICES BRIDGEHAVEN INC 950 S FIRST ST LOUISVILLE KY 40203 610548949 501(C)(3) 7950 MENTAL HEALTH & CRISIS INTERVENTION JEWISH HOSPITAL & ST MARY'S HEALTHCARE FOUNDATION 1451 HOARRODSBURG ROAD SUITE D-308 LEXINGTON KY 40504 611029768 501(C)(3) 7500 HEALTH CARE KOSAIR CHARITIES COMMITTEE INC 982 EASTERN PARKWAY PO BOX 37370 LOUISVILLE KY 402237370 610514703 501(C)(3) 7500 HEALTH CARE SCHOOL CHOICE SCHOLARSHIPS INC 2200 DUNDEE ROAD SUITE B LOUISVILLE KY 40205 311589289 501(C)(3) 7500 EDUCATION EPILEPSY FOUNDATION OF KENTUCKIANA 982 EASTERN PARKWAY LOUISVILLE KY 40217 611314540 501(C)(3) 7000 DISEASES, DISORDERS & MEDICAL DISCIPLINES DREAM FACTORY INC 410 WEST CHESTNUT STREET SUITE 530 LOUISVILLE KY 40202 311009812 501(C)(3) 6740 HUMAN SERVICES KENTUCKIANAWORKS FOUNDATION INC 410 CHESTNUT STREET SUITE 200 LOUISVILLE KY 40202 371508088 501(C)(3) 6600 EDUCATION EVERGLADES COLLEGE INC 1900 W COMMERCIAL BLVD FORT LAUDERDALE FL 33309 650216638 501(C)(3) 6545 EDUCATION KENTUCKY HUMANE SOCIETY 1000 LYNDON LANE SUITE B LOUISVILLE KY 40222 610463938 501(C)(3) 6233 ANIMAL-RELATED UNITED WAY OF NOBLE COUNTY 119 W MITCHELL ST STE 3 PO BOX 5049 5049 KENDALLVILLE IN 46755 351179046 501(C)(3) 6150 PHILANTHROPY, VOLUNTARISM FATHER MALONEY'S BOYS' HAVEN INC 2301 GOLDSMITH LN LOUISVILLE KY 40218 610479621 501(C)(3) 6000 HUMAN SERVICES OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION INC 829 W MAIN ST LOUISVILLE KY 40202 611378343 501(C)(3) 6000 ARTS, CULTURE & HUMANITIES SPALDING UNIVERSITY OFFICE OF ADVANCEMENT PHILANTHROPY 845 S THIRD ST LOUISVILLE KY 40203 610444780 501(C)(3) 6000 EDUCATION WAYSIDE CHRISTIAN MISSION PO BOX 7249 LOUISVILLE KY 402570249 610667139 501(C)(3) 6000 HUMAN SERVICES WORKWELL INDUSTRIES 3401 JEWELL AVE LOUISVILLE KY 402122139 610956156 501(C)(3) 6000 EMPLOYMENT TWISTED PINK 8307 CHESHIRE WAY LOUISVILLE KY 40222 471140389 501(C)(3) 6000 PHILANTHROPY, VOLUNTARISM BLUEGRASS CENTER FOR AUTISM 9810 BLUEGRASS PKWY LOUISVILLE KY 40299 272279128 501(C)(3) 5500 EDUCATION HABITAT FOR HUMANITY OF METRO LOUISVILLE INC 1620 BANK STREET LOUISVILLE KY 40203 581735528 501(C)(3) 5500 HOUSING & SHELTER SMOKETOWN FAMILY WELLNESS CENTER 760 S HANCOCK ST SUITE B100 LOUISVILLE KY 40203 474155748 501(C)(3) 5500 HEALTH CARE 133 0 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: "ENCLOSED IS A GRANT DISTRIBUTION FROM THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY TO YOUR ORGANIZATION. YOU DO NOT NEED TO SEND A TAX RECEIPT TO THE DONOR; HOWEVER, IF YOU WISH TO EXPRESS YOUR GRATITUDE, PLEASE USE THE DONOR'S NAME AND ADDRESS LISTED ON THE CHECK. PLEASE NOTE THAT GOODS AND/OR SERVICES THAT MAY BE GIVEN IN EXCHANGE FOR THIS DISTRIBUTION ARE BEING DECLINED, EXCEPT THOSE THAT WOULD NOT REDUCE AN INDIVIDUAL'S CHARITABLE TAX DEDUCTION. BY ACCEPTING THIS CHECK YOUR ORGANIZATION CERTIFIES TO THE COMMUNITY FOUNDATION OF LOUISVILLE THAT YOUR ORGANIZATION CONTINUES TO BE PUBLICLY SUPPORTED AND EXEMPT UNDER SECTION 501(C)(3) OF THE IRS CODE. PLEASE NOTE THAT YOU ARE REQUIRED TO NOTIFY US IMMEDIATELY OF ANY CHANGE TO YOUR IRS CLASSIFICATION. ADDITIONALLY, YOU CERTIFY THAT NO TANGIBLE BENEFIT, GOODS OR SERVICES WERE RECEIVED BY ANY INDIVIDUALS OR ENTITIES CONNECTED WITH THE COMMUNITY FOUNDATION OF LOUISVILLE FUND, AND THAT THE GRANT WILL NOT BE USED TO SATISFY THE PAYMENT OF ANY ENFORCEABLE PLEDGE OR LEGALLY BINDING FINANCIAL OBLIGATION ON BEHALF OF THE DONOR. PLEASE CALL THE FOUNDATION AT (502) 585-4649 IF YOU HAVE ANY QUESTIONS ABOUT THIS DISTRIBUTION FROM THE COMMUNITY FOUNDATION OF LOUISVILLE." 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 SUSAN A BARRY PRESIDENT & CEO 0 263625 0 0 0 0 0 12163 0 12256 0 288044 0 0 MATTHEW L BACON SENIOR VP & CFO 0 141288 0 0 0 0 0 7237 0 9541 0 158066 0 0 X 10 496311 FMV AT DATE OF GIFT 0 0 1 0 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 VICE PRESIDENT. 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 COMMUNITY FOUNDATION OF LOUISVILLE, INC. HAS A COMPENSATION COMMITTEE THAT REVIEWS FORM 990'S AND COMPENSATION STUDIES TO DETERMINE A FAIR AND REASONABLE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. THE PRESIDENT'S AND OFFICERS' COMPENSATION IS THEN APPROVED BY THE COMPENSATION COMMITTEE. COMPENSATION FOR ALL EMPLOYEES IS APPROVED BY THE COMPENSATION COMMITTEE AND BOARD. 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 0 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 0 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 STREET SUITE 1110 LOUISVILLE KY 40202 262417672 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 N/A 0 LOUISVILLE ORCHESTRA FOUNDATION INC 323 W BROADWAY SUITE 700 LOUISVILLE KY 40202 201546969 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 LOUISVILLE ORCHESTRA INC 0 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