THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN (EIN 61-1100993)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-01
IRS object ID
201511219349300711
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-01T08:47:54-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOUNTJOY CHILTON MEDLEY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 S FOURTH ST SUITE 2600AddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code402023445ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611100993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION OF LOUISVILLEBusinessNameLine1
Business Name Line2CORPORATE DEPOSITORY INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone5025854649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 W MAIN STREET NO 1110AddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code40202ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW L BACONPersonNm
Person TitleVICE PRESIDENT & CFOPersonTitleTxt
Phone5025854649PhoneNum
Signature2015-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA L PHILLIPS CPAPreparerPersonNm
PTINP00024055PTIN
Phone5027491900PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN A BARRYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 W MAIN STREET NO 1110AddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code40202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$5,730,175GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFLOUISVILLE.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTO FACILITATE DONORS' CHARITABLE GIVING.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,938,346PYContributionsGrantsAmt
CY Contributions Grants$3,817,160CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$364,197PYInvestmentIncomeAmt
CY Investment Income$489,074CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,302,543PYTotalRevenueAmt
CY Total Revenue$4,306,234CYTotalRevenueAmt
PY Grants And Similar Paid$3,459,784PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,898,784CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,062,681PYOtherExpensesAmt
CY Other Expenses$957,259CYOtherExpensesAmt
PY Total Expenses$4,522,465PYTotalExpensesAmt
CY Total Expenses$3,856,043CYTotalExpensesAmt
PY Revenues Less Expenses-$219,922PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$450,191CYRevenuesLessExpensesAmt
Total Assets BOY$8,146,792TotalAssetsBOYAmt
Total Assets EOY$8,969,608TotalAssetsEOYAmt
Total Liabilities BOY$16,111TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,718TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,130,681NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,920,890NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,833,242ExpenseAmt
Grant$2,898,784GrantAmt
DescDISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A).Desc
Total Program Service Expenses$3,833,242TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION OF LOUISVIBusinessNameLine1
FieldValueIRS element (for citing)
Phone5025854649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 W MAIN STREET SUITE 1110AddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code40202ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MIMI ZINNIEL
CHAIRPERSON OF THE BOARD2.004.00Yes (X)Yes (X)$0$0$0
MARSHALL BRADLEY JR
VICE CHAIRPERSON OF THE BOARD2.004.00Yes (X)Yes (X)$0$0$0
MARIA G HAMPTON
SECRETARY OF THE BOARD2.004.00Yes (X)Yes (X)$0$0$0
ERIC W TAYLOR
TREASURER OF THE BOARD2.004.00Yes (X)Yes (X)$0$0$0
HENRY M ALTMAN JR
MEMBER - AT - LARGE2.004.00Yes (X)$0$0$0
JACQUELINE C GIBBS
COMPENSATION COMM. CHAIR2.004.00Yes (X)$0$0$0
DOROTHY S RIDINGS
MEMBER - AT - LARGE2.004.00Yes (X)$0$0$0
SUZANNE BERGMEISTER
MEMBER - AT - LARGE2.004.00Yes (X)$0$0$0
CHARLES J KANE JR
INVESTMENT COMM. CHAIR2.004.00Yes (X)$0$0$0
TONI CLEM
COMMUNICATIONS & MARKETING COMM. CHAIR2.004.00Yes (X)$0$0$0
F GERALD GREENWELL
DEVELOPMENT & STEWARDSHIP COMM. CHAIR2.004.00Yes (X)$0$0$0
MARK A CAMPISANO
GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR2.004.00Yes (X)$0$0$0
STEPHANIE H SMITH
IMPACT INVESTING COMM. CHAIR2.004.00Yes (X)$0$0$0
JAMES H TAYLOR
BOARD DEVELOPMENT COMM. CHAIR2.004.00Yes (X)$0$0$0
CARA BERNOSKY BARIBEAU
VP, COMMUNICATIONS & MARKETING5.0035.00Yes (X)$0$0$0
SUSAN A BARRY
PRESIDENT & CEO5.0035.00Yes (X)$0$220,584$22,572
MATTHEW L BACON
VP & CFO5.0035.00Yes (X)$0$116,347$15,859
ANGIE M EVANS
VP, COMMUNITY LEADERSHIP5.0035.00Yes (X)$0$84,246$11,573
MICHAEL J SCHULTZ
VP, DEVELOPMENT & STEWARDSHIP5.0035.00Yes (X)$0$91,530$16,387
ANNE E MONELL
VP, COMMUNICATIONS & MARKETING5.0035.00Yes (X)$0$81,503$12,264
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$594,210TotReportableCompRltdOrgAmt
Total Other Compensation$78,655TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOONE GROUPBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11904 SILS AVENUEAddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code40205ZIPCode
FieldValueIRS element (for citing)
ServicesFISCAL SPONSOR PROGRAM EXPServicesDesc
Compensation$115,324CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$499,950RelatedOrganizationsAmt
Government Grants$1,050GovernmentGrantsAmt
All Other Contributions$3,316,160AllOtherContributionsAmt
Noncash Contributions$61,376NoncashContributionsAmt
Total Contributions$3,817,160TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,512TotalRevenueColumnAmt
Exclusion$170,512ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,742,503SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,423,941SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$318,562SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,562TotalRevenueColumnAmt
Exclusion$318,562ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,306,234TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$489,074ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,898,784TotalAmt
Program Services$2,898,784ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,801TotalAmt
Management And General$22,801ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FISCAL SPONSOR PROGRAM$848,686$848,686
INVEST. EARNINGS TO FDN$85,772$85,772

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,856,043TotalAmt
Program Services$3,833,242ProgramServicesAmt
Management And General$22,801ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$275,224BOYAmt
EOY$653,105EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$250EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,870,568BOYAmt
EOY$8,316,253EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,146,792BOYAmt
EOY$8,969,608EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$550BOYAmt
EOY$36,799EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,561BOYAmt
EOY$11,919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,111BOYAmt
EOY$48,718EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,130,681BOYAmt
EOY$8,920,890EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,130,681BOYAmt
EOY$8,920,890EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,146,792BOYAmt
EOY$8,969,608EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$450,191ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$340,018NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,983,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,534,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,525,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,938,346CurrentTaxYearMinus1YearAmt
Current Tax Year$3,817,160CurrentTaxYearAmt
Total$19,799,226TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,983,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,534,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,525,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,938,346CurrentTaxYearMinus1YearAmt
Current Tax Year$3,817,160CurrentTaxYearAmt
Total$19,799,226TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,582,275SubstantialContributorsTotAmt
Public Support Total170$12,216,951PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$177,722CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$155,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,903CurrentTaxYearMinus1YearAmt
Current Tax Year$170,512CurrentTaxYearAmt
Total$822,781TotalAmt
FieldValueIRS element (for citing)
Total Support$20,622,007TotalSupportAmt
Public Support CY1700.59240PublicSupportCY170Pct
Public Support PY1700.61990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held115DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,817,160DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,747,470DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$8,920,889DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYABLE TO RELATED ORGANIZATIONDesc
Amt$11,919Amt
FieldValueIRS element (for citing)
Total Liability$11,919TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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. THE FOUNDATION'S 2010 THROUGH 2013 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (114 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
COMMUNITY FOUNDATION OF LOUISVILLE INC
325 W MAIN ST STE 1110LOUISVILLEKY40202310997017501(C)(3)$440,233PHILANTHROPY, VOLUNTARISM
METRO UNITED WAY
PO BOX 950148LOUISVILLEKY40295610444680501(C)(3)$332,611PHILANTHROPY, VOLUNTARISM
THE UNIVERSITY OF LOUISVILLE FOUNDATION INC
215 CENTRAL AVE 300LOUISVILLEKY40208237078461501(C)(3)$144,000EDUCATION
NETWORK CENTER FOR COMMUNITY CHANGE
334 E BROADWAY 3RD FLOORLOUISVILLEKY40202260505260PRIVATE OPERATING FO$81,192HUMAN SERVICES
HURSTBOURNE CHRISTIAN CHURCH
601 NOTTINGHAM PARKWAYLOUISVILLEKY40222610712799501(C)(3)$79,500RELIGION-RELATED
HARBOR HOUSE OF LOUISVILLE
2231 LOWER HUNTERS TRACELOUISVILLEKY40216611216323501(C)(3)$70,177ARTS, CULTURE & HUMANITIES
HOLY CROSS HIGH SCHOOL
5144 DIXIE HIGHWAYLOUISVILLEKY40216611053991RELIGIOUS ORGANIZATI$70,000EDUCATION
HEALING PLACE INC
1020 WEST MARKET STREETLOUISVILLEKY40202611164775501(C)(3)$70,000MENTAL HEALTH & CRISIS INTERVENTION
BARREN HEIGHTS CHRISTIAN RETREAT CENTER INC
3109 BROWNSBORO VISTA DRLOUISVILLEKY40242320121355501(C)(3)$60,000RECREATION & SPORTS
LITTLE SISTERS OF THE POOR
15 AUDUBON PLAZA DRIVELOUISVILLEKY40217610487466501(C)(3)$55,000HEALTH CARE
NORTON HEALTHCARE FOUNDATION
PO BOX 950184LOUISVILLEKY40295310914919501(C)(3)$41,177PHILANTHROPY, VOLUNTARISM
AMERICAN RED CROSS - LOUISVILLE AREA CHAPTER
PO BOX 1675LOUISVILLEKY40201530196605501(C)(3)$38,500PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
SAINT MARY ACADEMY
11311 SAINT MARY LNPROSPECTKY40059610447247501(C)(3)$37,593EDUCATION
LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION
301 YORK STREETLOUISVILLEKY40203610969361501(C)(3)$33,500EDUCATION
ST JOHN CENTER FOR THE HOMELESS
700 EAST MUHAMMAD ALI BOULEVARDLOUISVILLEKY40202611135907501(C)(3)$31,000HOUSING & SHELTER
LIFEHOUSE INC
2710 RIEDLING DRLOUISVILLEKY40206208514733501(C)(3)$30,000HUMAN SERVICES
KENTUCKY YOUTH ADVOCATES
11001 BLUEGRASS PKWY STE 100LOUISVILLEKY40299610929390501(C)(3)$29,905CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
BELLARMINE UNIVERSITY
2001 NEWBURG ROADLOUISVILLEKY40205610482955501(C)(3)$28,000EDUCATION
HOSPARUS INC
3532 EPHRAIM MCDOWELL DRIVELOUISVILLEKY40205610921718501(C)(3)$27,710HUMAN SERVICES
PATRIOTS PEACE MEMORIAL COMMITTEE INC
PO BOX 355PROSPECTKY40059300052032501(C)(3)$27,314ARTS, CULTURE & HUMANITIES
A CHOICE FOR LIFE INC
101 W MARKET STLOUISVILLEKY40202611142823501(C)(3)$25,000MENTAL HEALTH & CRISIS INTERVENTION
NATIONAL FFA FOUNDATION INC
PO BOX 68960INDIANAPOLISIN46268546044662501(C)(3)$25,000FOOD, AGRICULTURE & NUTRITION
LIFESONG FOR ORPHANS INC
PO BOX 40GRIDLEYIL61744351902841501(C)(3)$25,000INTERNATIONAL, FOREIGN AFFAIRS
SUMMERBRIDGE LOUISVILLE
PO BOX 34274LOUISVILLEKY40232311695835501(C)(3)$23,000EDUCATION
KOSAIR CHARITIES COMMITTEE INC
PO BOX 37370LOUISVILLEKY40233610514703501(C)(3)$22,750HEALTH CARE
CHILDREN'S HOSPITAL FOUNDATION - LOUISVILLE
234 E GRAY ST 450LOUISVILLEKY40202616027530501(C)(3)$20,500HEALTH CARE
BOYS & GIRLS CLUBS INC
PO BOX 4989LOUISVILLEKY40204610568789501(C)(3)$20,000YOUTH DEVELOPMENT
LOUISVILLE COLLEGIATE SCHOOL
PO BOX 4369LOUISVILLEKY40204610449630501(C)(3)$18,000EDUCATION
CABBAGE PATCH SETTLEMENT HOUSE INC
1413 SOUTH SIXTH STREETLOUISVILLEKY40208610458359501(C)(3)$17,940HUMAN SERVICES
FUND FOR THE ARTS INC
623 WEST MAIN STREETLOUISVILLEKY40202610479626501(C)(3)$16,500ARTS, CULTURE & HUMANITIES
JEFFERSON COUNTY HISTORICAL SOCIETY
615 WEST 1ST STREETMADISONIN47250237422529501(C)(3)$15,350ARTS, CULTURE & HUMANITIES
NATIONAL CENTER FOR FAMILIES LEARNING INC
325 WEST MAIN STREETLOUISVILLEKY40202611159549501(C)(3)$15,000EDUCATION
UNIVERSITY OF KENTUCKY
301 PETERSON SERVICE BUILDINGLEXINGTONKY40506616001218GOVERNMENT MUNICIPAL$15,000EDUCATION
SEMPER FI FUND
825 COLLEGE BLVD STE 102OCEANSIDECA92057260086305501(C)(3)$15,000HUMAN SERVICES
PUMPING FOR LIFE INC
1936 ELLIS RDEMINENCEKY40019461896197501(C)(3)$15,000INTERNATIONAL, FOREIGN AFFAIRS
CENTER FOR NONPROFIT EXCELLENCE
323 WEST BROADWAY STE 501LOUISVILLEKY40202200040424501(C)(3)$15,000PHILANTHROPY, VOLUNTARISM
URSULINE SOCIETY AND ACADEMY OF EDUCATION
3105 LEXINGTON ROADLOUISVILLEKY40206610449662RELIGIOUS ORGANIZATI$15,000RELIGION-RELATED
JUNIOR ACHIEVEMENT OF KENTUCKIANA
1401 W MUHAMMAD ALI BLVDLOUISVILLEKY40203610476694501(C)(3)$14,000EDUCATION
HOSEAS HOUSE INC
6505 FERNVIEW RDLOUISVILLEKY40291203161219501(C)(3)$13,700HUMAN SERVICES
SOUTHWEST CENTER
8009 TERRY ROADLOUISVILLEKY40258611016175501(C)(3)$13,257HUMAN SERVICES
RIGHT TO LIFE EDUCATIONAL FOUNDATION OF KENTUCKY
134 BRECKENRIDGE LANELOUISVILLEKY40207310955315501(C)(3)$13,000CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
ST FRANCIS DESALES HIGH SCHOOL
425 KENWOOD DRIVELOUISVILLEKY40214610447247501(C)(3)$12,500EDUCATION
SHIVELY AREA MINISTRIES
4415 DIXIE HWYLOUISVILLEKY40216611134579501(C)(3)$12,500HOUSING & SHELTER
BUILDING INDUSTRY CHARITABLE FOUNDATION INC
1000 N HURSTBOURNE PKWYLOUISVILLEKY40223300568861501(C)(3)$12,500PHILANTHROPY, VOLUNTARISM
WOUNDED WARRIOR PROJECT INC
PO BOX 758517TOPEKAKS66675202370934501(C)(3)$11,873PUBLIC & SOCIETAL BENEFIT
YEW DELL INC
PO BOX 1334CRESTWOODKY40014611390688501(C)(3)$11,000ENVIRONMENT
JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION INC
502 WOOD ROADLOUISVILLEKY40222611021128501(C)(3)$11,000PHILANTHROPY, VOLUNTARISM
COMMUNITY CATHOLIC CENTER INC
PO BOX 11065LOUISVILLEKY40251010785892501(C)(3)$10,500EDUCATION
RESURRECTION COMMUNITY CENTER INC
4100 SOUTHERN PKWYLOUISVILLEKY40214611208996501(C)(3)$10,150N: RECREATION & SPORTS
BLUE APPLE PLAYERS
PO BOX 4261LOUISVILLEKY40204611103965501(C)(3)$10,043ARTS, CULTURE & HUMANITIES
INTERNATIONAL BLUEGRASS MUSIC MUSEUM INC
207 EAST 2ND STREETOWENSBOROKY42303611229037501(C)(3)$10,000ARTS, CULTURE & HUMANITIES
STAGE ONE THE LOUISVILLE CHILDREN'S THEATRE
315 WEST MAIN STREET 2ND FLOORLOUISVILLEKY40202610466715501(C)(3)$10,000ARTS, CULTURE & HUMANITIES
ST AUGUSTINE SCHOOL
236 SOUTH SPALDING AVELEBANONKY40033610500831RELIGIOUS ORGANIZATI$10,000EDUCATION
UNIVERSITY OF SOUTHERN INDIANA FOUNDATION INC
8600 UNIVERSITY BLVDEVANSVILLEIN47712237042320501(C)(3)$10,000EDUCATION
ISAAC W BERNHEIM FOUNDATION INC
PO BOX 130CLERMONTKY40110610444651501(C)(3)$10,000ENVIRONMENT
CHRISTIAN CARE COMMUNITIES
12710 TOWNEPARK WAY STE 1000LOUISVILLEKY40243610445828501(C)(3)$10,000HEALTH CARE
CEDAR LAKE FOUNDATION
9505 WILLIAMSBURG PLAZA 200LOUISVILLEKY40222611093278501(C)(3)$10,000HUMAN SERVICES
HOPKINSVILLE FAMILY YMCA
7805 EAGLE WAYHOPKINSVILLEKY42240611297293501(C)(3)$10,000HUMAN SERVICES
GREATER LOUISVILLE FOUNDATION INC
614 W MAIN STREET 6000LOUISVILLEKY40202611131064501(C)(3)$10,000PHILANTHROPY, VOLUNTARISM
HARRODS CREEK BAPTIST CHURCH
7610 UPPER RIVER ROADPROSPECTKY40059611039310RELIGIOUS ORGANIZATI$10,000RELIGION-RELATED
IVY TECH FOUNDATION
3501 N FIRST AVEEVANSVILLEIN47710237073977501(C)(3)$10,000EDUCATION
OHIO VALLEY RAILROAD HISTORICAL FOUNDATION INC
412 E MAIN STLAGRANGEKY40031743112843501(C)(3)$10,000ARTS, CULTURE & HUMANITIES
COALITION FOR THE HOMELESS
1300 S 4TH ST STE 250LOUISVILLEKY40208611118307501(C)(3)$8,503HOUSING & SHELTER
FILSON HISTORICAL SOCIETY
1310 SOUTH THIRD STREETLOUISVILLEKY40208610444690501(C)(3)$8,333ARTS, CULTURE & HUMANITIES
CENTRE COLLEGE OF KENTUCKY
600 WEST WALNUT STREETDANVILLEKY40422610444671501(C)(3)$8,028EDUCATION
GOOD NEWS SHELTER CORPORATION
115 E ADAMS STLAGRANGEKY40031611334374501(C)(3)$8,000HOUSING & SHELTER
NO KILL LOUISVILLE
PO BOX 6655LOUISVILLEKY40206272368180501(C)(3)$7,910ANIMAL-RELATED
NOTRE DAME ACADEMY
1927 LEWISTON DRIVELOUISVILLEKY40216050599203RELIGIOUS ORGANIZATI$7,500EDUCATION
UNIVERSITY OF RIO GRANDE
218 N COLLEGE AVERIO GRANDEOH45674314379537501(C)(3)$7,500EDUCATION
KINGS DAUGHTERS HOSPITAL FOUNDATION
PO BOX 447MADISONIN47250202148950501(C)(3)$7,500HEALTH CARE
FATHER MALONEY'S BOYS' HAVEN INC
2301 GOLDSMITH LNLOUISVILLEKY40218610479621501(C)(3)$7,500HUMAN SERVICES
GOODWILL INDUSTRIES OF KENTUCKY
1325 S 4TH STLOUISVILLEKY40208610475284501(C)(3)$7,000EMPLOYMENT
UNITED WAY OF NOBLE COUNTY
119 W MITCHELL ST STE 3KENDALLVILLEIN46755351179046501(C)(3)$6,198PHILANTHROPY, VOLUNTARISM
WATER WITH BLESSINGS
11714 MAIN STMIDDLETOWNKY40243371639872501(C)(3)$6,180PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
HISTORIC LOCUST GROVE INC
561 BLANKENBAKER LANELOUISVILLEKY40207611390403501(C)(3)$6,000ARTS, CULTURE & HUMANITIES
LOUISVILLE ORCHESTRA INC
323 W BROADWAY STE 700LOUISVILLEKY40202616000384501(C)(3)$6,000ARTS, CULTURE & HUMANITIES
CEREBRAL PALSY KIDS CENTER
982 EASTERN PARKWAY 6LOUISVILLEKY40217610492378501(C)(3)$6,000DISEASES, DISORDERS & MEDICAL DISCIPLINES
EDGE OUTREACH INC
625 MYRTLE STLOUISVILLEKY40208611262016501(C)(3)$6,000PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
BIG BROTHERS BIG SISTERS OF KENTUCKIANA
1519 GARDINER LANE SUITE BLOUISVILLEKY40218616057856501(C)(3)$6,000YOUTH DEVELOPMENT
ST JOSEPH CATHOLIC ORPHAN HOME
2823 FRANKFORT AVENUELOUISVILLEKY40206610475286501(C)(3)$6,000HUMAN SERVICES
FAMILY & CHILDREN FIRST INC
525 ZANE STLOUISVILLEKY40203610549561501(C)(3)$5,500HUMAN SERVICES
KENTUCKY SCHOOL FOR THE BLIND CHARITABLE FOUNDATION INC
214 HALDEMAN AVELOUISVILLEKY40206611080293501(C)(3)$5,250EDUCATION
THE SALVATION ARMY - LOUISVILLE AREA COMMAND
PO BOX 1149LOUISVILLEKY40201580660607501(C)(3)$5,100HUMAN SERVICES
WAYSIDE CHRISTIAN MISSION
PO BOX 7249LOUISVILLEKY40257610667139501(C)(3)$5,100HUMAN SERVICES
AMERICAN PRINTING HOUSE FOR THE BLIND INC
1839 FRANKFORT AVENUELOUISVILLEKY40206610444640501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
BACK ALLEY MUSICALS
2615 DARTMOUTH DRIVEOWENSBOROKY42301273522260501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
BELMONT MANSION
1900 BELMONT BLVDNASHVILLETN37212237229132501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
LOUISVILLE SCIENCE CENTER
727 WEST MAIN STREETLOUISVILLEKY40202311005850501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
MARINE CORPS HERITAGE FOUNDATION
3800 FETTLER PARK DRIVE 104DUMFRIESVA22025260803466501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION INC
829 W MAIN STLOUISVILLEKY40202611378343501(C)(3)$5,000ARTS, CULTURE & HUMANITIES
BLUEGRASS CENTER FOR AUTISM
9810 BLUEGRASS PKWYLOUISVILLEKY40299272279128501(C)(3)$5,000EDUCATION
GOVERNOR'S SCHOLARS PROGRAM FOUNDATION
1024 CAPITAL CENTER DRIVE SUITE 210FRANKFORTKY40601611393028501(C)(3)$5,000EDUCATION210
MISSION CLARKSVILLE
1230 ROSSVIEW RDCLARKSVILLETN37043450493395501(C)(3)$5,000EDUCATION
SPALDING UNIVERSITY
845 S THIRD STLOUISVILLEKY40203610444780501(C)(3)$5,000EDUCATION
FALLS OF THE OHIO FOUNDATION
201 W RIVERSIDE DRCLARKSVILLEIN47129311214133501(C)(3)$5,000ENVIRONMENT
GREEN HILL THERAPY INC
1410 LONG RUN ROADLOUISVILLEKY40245611378588501(C)(3)$5,000HEALTH CARE
SHRINERS HOSPITAL FOR CHILDREN - LEXINGTON
1900 RICHMOND RDLEXINGTONKY40502362193608501(C)(3)$5,000HEALTH CARE
BRIDGEHAVEN INC
950 S FIRST STLOUISVILLEKY40203610548949501(C)(3)$5,000MENTAL HEALTH & CRISIS INTERVENTION
CYSTIC FIBROSIS FOUNDATION - LOUISVILLE CHAPTER
1941 BISHOP LANE SUITE 108LOUISVILLEKY40218610673019501(C)(3)$5,000DISEASES, DISORDERS & MEDICAL DISCIPLINES
GILDA'S CLUB
PO BOX 4061LOUISVILLEKY40204201635170501(C)(3)$5,000DISEASES, DISORDERS & MEDICAL DISCIPLINES
PARKINSON SUPPORT CENTER OF KENTUCKIANA INC
315 TOWNEPARK CIRCLE SUITE 100LOUISVILLEKY40243611367576501(C)(3)$5,000DISEASES, DISORDERS & MEDICAL DISCIPLINES
GREATER MUHLENBERG PARKS & RECREATION SYSTEM
PO BOX 169GREENVILLEKY42345454955355501(C)(3)$5,000RECREATION & SPORTS
BOY SCOUNTS OF AMERICA - LINCOLN HERITAGE COUNCIL
12001 SYCAMORE STATION PLACELOUISVILLEKY40299221576300501(C)(3)$5,000YOUTH DEVELOPMENT
BOYS & GIRLS CLUB OF GLASGOW - BARREN COUNTY
301 BUNCHE AVEGLASGOWKY42141454693954501(C)(3)$5,000YOUTH DEVELOPMENT
CAHTOLIC CHARITIES OF LOUISVILLE INC
2911 S FOURTH STREETLOUISVILLEKY40208611239600501(C)(3)$5,000HUMAN SERVICES
CENTER FOR WOMEN AND FAMILIES
927 S 2ND STREETLOUISVILLEKY40201610444846501(C)(3)$5,000HUMAN SERVICES
NEIGHBORHOOD HOUSE
201 NORTH 25TH STREETLOUISVILLEKY40212610445842501(C)(3)$5,000HUMAN SERVICES
NOAH'S ARK INC
101 NOAHS LANEJEFFERSONVILLEIN47130351997829501(C)(3)$5,000HUMAN SERVICES
SANCTUARY INC
PO BOX 1165HOPKINSVILLEKY42241311070541501(C)(3)$5,000HUMAN SERVICES
WHAS CRUSADE FOR CHILDREN INC
520 WEST CHESTNUTLOUISVILLEKY40202237075524501(C)(3)$5,000HUMAN SERVICES
YMCA SAFE PLACE SERVICES
2400 CRITTENDEN DRIVELOUISVILLEKY40217204343628501(C)(3)$5,000HUMAN SERVICES
SOUTHEASTERN COUNCIL OF FOUNDATIONS INC
50 HURT PLAZA STE 350ATLANTAGA30303560995114501(C)(3)$5,000PHILANTHROPY, VOLUNTARISM
ARCHDIOCESE OF LOUISVILLE
PO BOX 1073LOUISVILLEKY40201610447247501(C)(3)$5,000RELIGION-RELATED
FOURTH AVENUE UNITED METHODIST CHURCH
318 W ST CATHERINELOUISVILLEKY40203610500813RELIGIOUS ORGANIZATI$5,000RELIGION-RELATED
FieldValueIRS element (for citing)
Total501c3 Org114Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSAN A BARRYPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$220,584CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$14,481DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$8,091NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$243,156TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$61,376NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV AT DATE OF GIFTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationBROKERAGE FIRMS SUCH AS MERRILL LYNCH ARE USED TO SELL PUBLICLY TRADED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A 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 12CTHE 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 15THE 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
THE COMMUNITY FOUNDATION OF LOUISVILLE INC
325 W MAIN ST SUITE 1110LOUISVILLEKY40202310997017FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVINGKY501(C)(3)7N/A0
THE COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY
325 W MAIN ST SUITE 1110LOUISVILLEKY40202311140889FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVINGKY501(C)(3)70THE COMMUNITY FOUNDATION OF LOUISVILLE INC
FELIX E MARTIN JR FOUNDATION INC
325 W MAIN ST SUITE 1110LOUISVILLEKY40202262193468TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONSKY501(C)(3)11 TYPE 10THE COMMUNITY FOUNDATION OF LOUISVILLE INC
THE REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC
325 W MAIN STREET SUITE 1110LOUISVILLEKY40202262417672TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONSKY501(C)(3)11 TYPE 10THE COMMUNITY FOUNDATION OF LOUISVILLE INC
LOUISVILLE ORCHESTRA FOUNDATION INC
323 W BROADWAY SUITE 700LOUISVILLEKY40202201546969TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONSKY501(C)(3)11 TYPE 10LOUISVILLE ORCHESTRA INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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