2016-05-10T08:59:17-05:00 2015-06-30 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2014-07-01 611100993 THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC COMM 5025854649 325 W MAIN ST NO 1110 LOUISVILLE KY 40202 MATTHEW L BACON VICE PRESIDENT & CFO 5025854649 2016-04-29 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2014 2016-08-17 19:52:53Z SUSAN A BARRY 325 W MAIN ST NO 1110 LOUISVILLE KY 40202 7996918 0 X WWW.CFLOUISVILLE.COM X 1986 KY TO FACILITATE DONORS' CHARITABLE GIVING. 15 15 0 15 0 0 3817160 5861264 0 0 489074 402218 0 0 4306234 6263482 2898784 2709943 0 0 0 0 0 0 0 957259 1716229 3856043 4426172 450191 1837310 8969608 10879683 48718 51880 8920890 10827803 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 4401960 2709943 DISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A). 4401960 1 1 0 0 0 1 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 23 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X X THE COMMUNITY FOUNDATION OF LOUISVI 5025854649 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 MARSHALL BRADLEY JR CHAIRPERSON OF THE BOARD 2.00 4.00 X X 0 0 0 ERIC W TAYLOR VICE CHAIRPERSON OF THE BOARD 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 JULIE LAVALLE JONES TREASURER OF THE BOARD 2.00 4.00 X X 0 0 0 HENRY M ALTMAN JR MEMBER - AT - LARGE 2.00 4.00 X 0 0 0 JACQUELINE C GIBBS COMPENSATION COMM. CHAIR 2.00 4.00 X 0 0 0 DOROTHY S RIDINGS MEMBER - AT - LARGE 2.00 4.00 X 0 0 0 PATRICIA G SWOPE DEVELOPMENT & STEWARDS COMM. CHAIR 2.00 4.00 X 0 0 0 CHARLES J KANE JR INVESTMENT COMM. CHAIR 2.00 4.00 X 0 0 0 TONI CLEM COMMUNICATIONS & MARKETING COMM. CHAIR 2.00 4.00 X 0 0 0 SUZANNE BERGMEISTER MEMBER - AT - LARGE 2.00 4.00 X 0 0 0 MARK A CAMPISANO GRANTMAKING, PARTNERSHIP, STRATEY COMM. CHAIR 2.00 4.00 X 0 0 0 STEPHANIE H SMITH IMPACT INVESTING COMM. CHAIR 2.00 4.00 X 0 0 0 JAMES H TAYLOR BOARD DEVELOPMENT COMM. CHAIR 2.00 4.00 X 0 0 0 MIMI ZINNIEL CHAIR EMERITA 2.00 4.00 X 0 0 0 SUSAN A BARRY PRESIDENT & CEO 5.00 35.00 X 0 225098 24360 MATTHEW L BACON VP & CFO 5.00 35.00 X 0 120315 18344 MICHAEL J SCHULTZ VP, DEVELOPMENT & STEWARDSHIP 5.00 35.00 X 0 93897 20275 CARA BERNOSKY BARIBEAU VP, COMMUNICATIONS & MARKETING 5.00 35.00 X 0 66457 6898 TRISHA FINNEGAN BEGAN FEB 2015 VP, COMMUNITY LEADERSHIP 5.00 35.00 X 0 0 0 ANGIE M EVANS VP, COMMUNITY LEADERSHIP 5.00 35.00 X 0 92391 14166 ANNE E MONELL VP, COMMUNICATIONS & MARKETING 5.00 35.00 X 0 27471 882 0 625629 84925 0 0 1 0 0 24969 233858 16070 5586367 124829 5861264 151842 151842 1983812 1733436 250376 250376 250376 6263482 0 0 402218 2709943 2709943 24212 24212 FISCAL SPONSOR PROGRAM 1602434 1602434 INVEST. EARNINGS TO FDN 89583 89583 4426172 4401960 24212 0 653105 2127632 250 100 8316253 8751951 8969608 10879683 36799 6820 11919 45060 48718 51880 X 8920890 10827803 8920890 10827803 8969608 10879683 1837310 69602 0 X X 0 1 X 1 0 X 3534608 3525382 3938346 3817160 5861264 20676760 3534608 3525382 3938346 3817160 5861264 20676760 7195082 13481678 160419 155225 158903 170512 151842 796901 21473661 0.62780 0.59240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124 5861264 4312377 10827801 1 1 0 PAYABLE TO RELATED ORGANIZATION 45060 45060 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) 453458 PHILANTHROPY, VOLUNTARISM THE UNIVERSITY OF LOUISVILLE FOUNDATION INC 215 CENTRAL AVE 300 LOUISVILLE KY 40208 237078461 501(C)(3) 161683 EDUCATION PUMPING FOR LIFE INC 1936 ELLIS RD EMINENCE KY 40019 461896197 501(C)(3) 140000 INTERNATIONAL, FOREIGN AFFAIRS UNBRIDLED CHARITABLE FOUNDATION INC PO BOX 7331 LOUISVILLE KY 40257 462090072 501(C)(3) 115000 PHILANTHROPY, VOLUNTARISM HURSTBOURNE CHRISTIAN CHURCH 601 NOTTINGHAM PARKWAY LOUISVILLE KY 40222 610712799 501(C)(3) 81500 RELIGION-RELATED AMERICAN HEART ASSOCIATION 240 WHITTINGTON PARKWAY LOUISVILLE KY 40222 135613797 501(C)(3) 67175 DISEASES, DISORDERS & MEDICAL DISCIPLINES BARREN HEIGHTS CHRISTIAN RETREAT CENTER INC 11420 WATTERSON COURT 800 LOUISVILLE KY 40299 320121355 501(C)(3) 60000 RECREATION & SPORTS 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40033 610500831 RELIGIOUS ORG 29000 EDUCATION HOSPARUS INC 3532 EPHRAIM MCDOWELL DRIVE LOUISVILLE KY 40205 610921718 501(C)(3) 28579 HUMAN SERVICES CHILDREN'S HOSPITAL FOUNDATION - LOUISVILLE 234 E GRAY ST 450 LOUISVILLE KY 40202 616027530 501(C)(3) 26377 HEALTH CARE WEST END PREPARATORY SCHOOL 3628 VIRGINIA AVENUE LOUISVILLE KY 40211 043798875 501(C)(3) 25000 EDUCATION A CHOICE FOR LIFE INC 101 W MARKET ST LOUISVILLE KY 40202 611142823 501(C)(3) 25000 MENTAL HEALTH & CRISIS INTERVENTION LIFESONG FOR ORPHANS INC PO BOX 40 GRIDLEY IL 61744 351902841 501(C)(3) 25000 INTERNATIONAL, FOREIGN AFFAIRS EVANGELISTIC INTERNATIONAL MINISTRIES INC 114 BRADLEY ROAD 23 WARREN AR 71671 770591016 501(C)(3) 25000 RELIGION-RELATED OHIO HISTORY CONNECTION 800 E 17TH AVENUE COLUMBUS OH 43211 314389673 501(C)(3) 24800 ARTS, CULTURE & HUMANITIES NATIONAL FFA FOUNDATION INC PO BOX 68960 INDIANAPOLIS IN 46268 546044662 501(C)(3) 24000 FOOD, AGRICULTURE & NUTRITION WAYSIDE CHRISTIAN MISSION 432 E JEFFERSON ST 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AGRICULTURE & NUTRITION HABITAT FOR HUMANITY OF METRO LOUISVILLE INC 1620 BANK STREET LOUISVILLE KY 40203 581735528 501(C)(3) 16681 HOUSING & SHELTER MARYHURST INC 1015 DORSEY LANE LOUISVILLE KY 40223 311542209 501(C)(3) 16000 MENTAL HEALTH & CRISIS INTERVENTION COMMUNITY CATHOLIC CENTER INC PO BOX 11065 LOUISVILLE KY 40251 010785892 501(C)(3) 15500 EDUCATION JUNIOR ACHIEVEMENT OF KENTUCKIANA 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610476694 501(C)(3) 15405 EDUCATION KENTUCKY EXECUTIVE MANSIONS FOUNDATION INC 250 W MAIN ST 2900 LEXINGTON KY 40507 030490004 501(C)(3) 15000 ARTS, CULTURE & HUMANITIES LOUISVILLE ZOO FOUNDATION INC 1100 TREVILIAN WAY BOX 37250 LOUISVILLE KY 40233 310971742 501(C)(3) 15000 ANIMAL-RELATED 21ST CENTURY PARKS INC 471 W MAIN ST 202 LOUISVILLE KY 40202 201780317 501(C)(3) 15000 RECREATION & SPORTS AMERICAN RED CROSS - LOUISVILLE AREA CHAPTER 510 EAST CHESTNUT ST BOX 1675 LOUISVILLE KY 40201 530196605 501(C)(3) 14520 PUBLIC SAFETY, DISASTER PREPAREDNESS & 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DISEASES, DISORDERS & MEDICAL DISCIPLINES CYSTIC FIBROSIS FOUNDATION - LOUISVILLE CHAPTER 1941 BISHOP LANE SUITE 108 LOUISVILLE KY 40218 610673019 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES GILDA'S CLUB 633 BAXTER AVE LOUISVILLE KY 40204 201635170 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES PARKINSON SUPPORT CENTER OF KENTUCKIANA INC 315 TOWNEPARK CIRCLE STE 100 LOUISVILLE KY 40243 611367576 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES GREATER MUHLENBERG PARKS & RECREATION SYSTEM PO BOX 169 GREENVILLE KY 42345 454955355 501(C)(3) 5000 RECREATION & SPORTS BOY SCOUTS OF AMERICA - LINCOLN HERITAGE COUNCIL PO BOX 36273 LOUISVILLE KY 40233 221576300 501(C)(3) 5000 YOUTH DEVELOPMENT APPLE PATCH COMMUNITY INC 7408 HWY 329 CRESTWOOD KY 40014 611159539 501(C)(3) 5000 HUMAN SERVICES CATHOLIC CHARITIES OF LOUISVILLE INC 2911 S FOURTH ST LOUISVILLE KY 40208 611239600 501(C)(3) 5000 HUMAN SERVICES CEDAR LAKE FOUNDATION 7984 NEW LAGRANGE ROAD LOUISVILLE KY 40222 611093278 501(C)(3) 5000 HUMAN SERVICES FAMILY SCHOLAR HOUSE INC 403 REG SMITH CIRCLE LOUISVILLE KY 40208 611285124 501(C)(3) 5000 HUMAN SERVICES LIFEHOUSE INC 2710 RIEDLING DR LOUISVILLE KY 40206 208514733 501(C)(3) 5000 HUMAN SERVICES SANCTUARY INC PO BOX 1165 HOPKINSVILLE KY 42241 311070541 501(C)(3) 5000 HUMAN SERVICES BUILDING INDUSTRY CHARITABLE FOUNDATION INC 1000 N HURSTBOURNE PKWY LOUISVILLE KY 40223 300568861 501(C)(3) 5000 PHILANTHROPY, VOLUNTARISM ARCHDIOCESE OF LOUISVILLE PO BOX 1073 LOUISVILLE KY 40201 610447247 501(C)(3) 5000 RELIGION-RELATED CITY OF OWENSBORO PO BOX 10003 OWENSBORO KY 42302 616001888 GOVT 5000 PUBLIC & SOCIETAL BENEFIT PITT ACADEMY 7515 WESTPORT RD LOUISVILLE KY 40222 237066205 501(C)(3) 5000 EDUCATION 99 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 225098 0 0 0 0 0 13488 0 10872 0 249458 0 0 X 10 124829 FMV AT DATE OF GIFT 0 1 1 PART I, LINE 32B: BROKERAGE FIRMS SUCH AS MERRILL LYNCH ARE USED TO SELL PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 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 THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE STATEMENTS ARE REVEIWED BY THE VICE PRESIDENT. 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 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 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 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0