2011-05-13T12:55:34-05:00 2010-06-30 Mountjoy Chilton Medley LLP 462 S Fourth St 2000 Meidinger Towe Louisville KY 402023445 990 2009-07-01 611100993 The Community Foundation of Louisville Corporate Depository Inc COMM 5025854649 325 W Main Street Suite 1110 Louisville KY 40202 SUSAN NICHOLSON 5025854649 2011-05-13 1 Randy E Davis 5027491900 2009 2016-02-24 21:20:13Z SUSAN A BARRY 325 W Main Street Suite 1110 Louisville KY 40202 8002664 0 X www.cflouisville.org X 1986 KY TO FACILITATE DONORS' CHARITABLE GIVING. 9 9 0 9 0 0 3220113 4983730 0 86534 291606 0 3306647 5275336 3418437 5170225 0 0 0 0 153936 140881 3572373 5311106 -265726 -35770 6661474 7122306 14788 51191 6646686 7071115 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 5291630 5170225 DISTRIBUTE GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS QUALIFYING UNDER SECTION 509(A). 5291630 1 1 0 0 1 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 9 9 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 LOUISVILLE 5025854649 325 W Main Street Suite 1110 Louisville KY 40202 F GERALD GREENWELL 2.00 X 0 0 0 HENRY M ALTMAN JR 2.00 X 0 0 0 MIMI ZINNIEL 2.00 X 0 0 0 SHARON A RECEVEUR 2.00 X 0 0 0 BONITA BLACK 2.00 X 0 0 0 MICHAEL B FRENCH 2.00 X 0 0 0 ELIZABETH S PEABODY 2.00 X 0 0 0 CURTIS R LADIG 2.00 X 0 0 0 DANIEL W MCMAHAN 2.00 X 0 0 0 SUSAN A BARRY 5.00 X 0 202733 19839 SUSAN NICHOLSON 5.00 X 0 106632 15182 KATHY B STEWARD JACOBI 5.00 X 0 102303 14333 LINDA S SPEED 5.00 X 0 8313 12130 0 411668 49354 0 0 1 0 0 74103 500 4909127 1529638 4983730 177722 177722 2841212 2727328 113884 113884 113884 5275336 0 0 291606 5170225 5170225 19476 19476 INVESTMENT EARNINGS TO 121405 121405 5311106 5291630 19476 0 57108 527187 2221367 1907298 4382999 4687821 6661474 7122306 14788 51191 14788 51191 X -58786 0 6705472 7071115 6646686 7071115 6661474 7122306 X 0 1 1 X 0 X 5348621 3977497 3397771 3220113 4983730 20927732 5348621 3977497 3397771 3220113 4983730 20927732 5827156 15100576 240330 244683 276481 236865 177722 1176081 22103813 0.68320 0.68210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90 4983730 5170225 7071114 1 1 0 1 21ST CENTURY PARKS INC 471 W MAIN ST 202 LOUISVILLE KY 40202 201780317 501(C)(3) 5000 RECREATION & SPORTS ALL CARE COMMUNITY CENTER 1607 DUNBARTON WYNDE LOUISVILLE KY 402052745 920585068 501(C)(3) 10000 HUMAN SERVICES BELLARMINE UNIVERSITY PO BOX 20004 LOUISVILLE KY 40205 610482955 501(C)(3) 7500 EDUCATION BOY SCOUTS OF AMERICA - LINCOLN HERITAGE COUNCIL PO BOX 36273 LOUISVILLE KY 402336273 610445839 501(C)(3) 24250 YOUTH DEVELOPMENT BREAD OF LIFE MINISTRY INC 13188 SPURGEON ROAD LYNNVILLE IN 47619 351672783 501(C)(3) 12500 ARTS, CULTURE & HUMANITIES CANAAN'S COMMUNITY DEVELOPMENT CORPORATION 2840 HIKES LANE LOUISVILLE KY 40218 611233868 501(C)(3) 9000 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CARSON NEWMAN COLLEGE PO BOX 557 JEFFERSON CITY TN 37760 620479189 501(C)(3) 10000 EDUCATION CATHOLIC CHARITIES OF LOUISVILLE INC 2911 S FOURTH ST LOUISVILLE KY 40208 611239600 501(C)(3) 10000 HUMAN SERVICES CEDAR LAKE FOUNDATION 7984 LAGRANGE RD LOUISVILLE KY 40222 611093278 501(C)(3) 15000 HUMAN SERVICES CENTER FOR NONPROFIT EXCELLENCE 323 WEST BROADWAY STE 501 LOUISVILLE KY 40202 200040424 501(C)(3) 9000 PHILANTHROPY, VOLUNTARISM CENTER FOR WOMEN AND FAMILIES 927 S 2ND ST PO BOX 2048 LOUISVILLE KY 40201 610444846 501(C)(3) 6500 HUMAN SERVICES CEREBRAL PALSEY KIDS CENTER KOSAIR CHARITIES CENTER 982 EASTERN PKWY LOUISVILLE KY 40217 610492378 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES CHILDREN'S HOME OF CINCINNATI 5050 MADISON RD CINCINNATI OH 45227 310536969 501(C)(3) 7500 HUMAN SERVICES CHILDREN'S HOSPITAL FOUNDATION- LOUISVILLE 234 E GRAY ST 450 LOUISVILLE KY 40202 616027530 501(C)(3) 6500 HEALTH CARE CHRISTIAN CARE COMMUNITIES 12710 TOWNEPARK WAY STE 1000 LOUISVILLE KY 40243 610445828 501(C)(3) 10000 HUMAN SERVICES CHURCH HOME & INFIRMARY EPISCOPAL CHURCH HOME 7504 WESTPORT RD LOUISVILLE KY 40222 610461720 501(C)(3) 15000 HEALTH CARE CLARK COUNTY HISTORICAL SOCIETY AND HOWARD STEAMBOAT MUSEUM 1101 E MARKET ST JEFFERSONVILLE IN 47130 237131836 501(C)(3) 8000 ARTS, CULTURE & HUMANITIES COMMUNICARE 107 CRANES ROOST CT ELIZABETHTOWN KY 42701 610666361 501(C)(3) 20000 MENTAL HEALTH & CRISIS INTERVENTION COMMUNITY CATHOLIC CENTER 338 N 25TH ST LOUISVILLE KY 402121455 010785892 501(C)(3) 7000 RELIGION-RELATED CONCERNS OF POLICE SURVIVORS PO BOX 23262 LEXINGTON KY 40523 611400210 501(C)(3) 6000 CRIME & LEGAL-RELATED CUSTOM QUALITY SERVICES 4301 JEWELL AVE LOUISVILLE KY 42012 610956156 501(C)(3) 5000 EMPLOYMENT CYSTIC FIBROSIS FOUNDATION - LOUISVILLE CHAPTER 1941 BISHOP LN STE 108 LOUISVILLE KY 40218 131930701 501(C)(3) 5800 DISEASES, DISORDERS & MEDICAL DISCIPLINES DUCHENNE RESEARCH EDUCATION & MIRACLE FOUNDATION 8216 LIMEHOUSE LANE LOUISVILLE KY 40220 611337802 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES FEAT of Louisville Inc 1100 E Market St Louisville KY 40206 611374663 501(C)(3) 5000 DISEASES, DISORDERS & MEDICAL DISCIPLINES Fourth Avenue United Methodist Church 318 W St Catherine Louisville KY 40203 610500813 501(C)(3) 5000 RELIGION- RELATED Fund for the Arts Inc 623 West Main Street Louisville KY 40202 610479626 501(c)(3) 17500 ARTS, CULTURE & HUMANITIES Gilda's Club PO Box 4061 LOUISVILLE KY 40204 201635170 501(C)(3) 5500 DISEASES, DISORDERS & MEDICAL DISCIPLINES Good News Shelter Corporation 210 E Madison St La Grange KY 40031 611334374 501(C)(3) 10000 HOUSING & SHELTER Habitat for Humanity - Shelby County 1622 MIDLAND TRAIL Shelbyville KY 40065 581735528 501(C)(3) 10000 HOUSING & SHELTER Habitat for Humanity of Metro Louisville 2777 S Floyd St Louisville KY 40209 581735528 501(C)(3) 20000 HOUSING & SHELTER Harbor House of Louisville 2231 Lower Hunters Trace Louisville KY 40216 611216323 501(C)(3) 16900 ARTS, CULTURE & HUMANITIES Healing Place Inc 1020 West Market Street Louisville KY 40202 611164775 501(C)(3) 10500 Mental Health & Crisis Intervention Heuser Hearing & Language Academy Inc 111 E Kentucky Street Louisville KY 40203 610492369 501(C)(3) 6000 EDUCATION Historic Homes Foundation 3033 BARDSTOWN RD Louisville KY 40205 610549274 501(C)(3) 5000 Arts, Culture & Humanities Historic Locust Grove Inc 561 Blankenbaker Lane Louisville KY 402071168 611390403 501(C)(3) 28810 Arts, Culture & Humanities Holy Cross High School 5144 Dixie Highway Louisville KY 40216 611053991 Religious Organizati 55000 EDUCATION Hosparus Inc 3532 Ephraim McDowell Drive Louisville KY 40205 610921718 501(C)(3) 6000 HUMAN SERVICES Hurstbourne Christian Church 601 Nottingham Parkway Louisville KY 40222 610712799 Religious Organizati 69500 RELIGION-RELATED Jefferson Community & Technical College Foundation 109 E Broadway Rm 302A Louisville KY 40202 237035648 501(C)(3) 7834 EDUCATION Jefferson County Public Schools Treasurer 3332 NEWBURG RD LOUISVILLE KY 40232 LOUISVILLE METRO GOV 25000 EDUCATION Jewish Family and Career Services 2821 KLEMPNER WAY Louisville KY 40205 610444704 501(C)(3) 23500 HUMAN SERVICES Jewish Hospital & St Mary's Healthcare Inc 200 Abraham Flexner Way Louisville KY 40202 611029768 501(C)(3) 10000 HEALTH CARE Junior Achievement of Kentuckiana 1401 W Muhammad Ali Blvd Louisville KY 40203 610476694 501(C)(3) 8000 EDUCATION Kentuckiana Girl Scout Council 1325 S FOURTH ST Louisville KY 402322335 610444698 501(C)(3) 5000 YOUTH DEVELOPMENT Kentucky Council on Economic Education 11601 Bluegrass Parkway Suite 200 Louisville KY 40299 237356635 501(C)(3) 22000 SOCIAL SCIENCE Kentucky Horse Park Foundation 4089 Iron Works Parkway Lexington KY 40511 621257717 501(C)(3) 5000 RECREATION & SPORTS Kiwanis Club of Dixie-Louisville Foundation Inc 7209 Trail Ridge Ct Louisville KY 40241 270765167 501(C)(3) 5000 HUMAN SERVICES Lifehouse Inc 2710 Riedling Dr Louisville KY 40206 208514733 501(C)(3) 7500 HUMAN SERVICES Louisville Urban League 1535 West Broadway Louisville KY 40203 610444771 501(C)(3) 60000 HUMAN SERVICES Louisville Zoo Foundation Inc 1100 TREVILIAN WAY Louisville KY 402339902 310971742 501(C)(3) 15000 ANIMAL-RELATED Meredith-Dunn Learning Center 3023 Melbourne Avenue Louisville KY 40220 237339248 501(C)(3) 5000 EDUCATION Metro United Way DEPT 52860 PO BOX 950148 LOUISVILLE KY 40295 610444680 501(C)(3) 412078 Philanthropy, Voluntarism Mission Clarksville 1230 Rossview Rd Clarksville TN 37043 450493395 501(C)(3) 5000 EDUCATION National Council of Jewish Women 1250 Bardstown Rd 113 Louisville KY 40204 610548562 501(C)(3) 10000 Community Improvement & Capacity Building National Foundation to Support Cell Transplant Research 333 East Main Street 304 Louisville KY 40202 830392250 501(C)(3) 133380 MEDICAL RESEARCH Nativity Academy at St Boniface 529 E Liberty Street Louisville KY 40202 510450314 501(C)(3) 10000 EDUCATION Our Lady of Providence High School 707 Providence Way Clarksville IN 47129 350894977 Religious Organizati 5000 EDUCATION Parkinson Support Center of Kentuckiana Inc 4912 US Hwy 42 Suite 105 Louisville KY 40222 611367576 501(C)(3) 5000 Diseases, Disorders & Medical Disciplines Prichard Committee for Academic Excellence PO Box 1658 Lexington KY 405889930 611026214 501(C)(3) 5000 EDUCATION Regional Cancer Center Corporation 529 S JACKSON ST Louisville KY 402023277 610936656 501(C)(3) 5000 MEDICAL RESEARCH Rose Community Foundation 600 S Cherry St Suite 1200 Denver CO 80246 840920862 501(C)(3) 35527 Philanthropy, Voluntarism School CHOICE Scholarships Inc PO Box 221546 Louisville KY 40252 311589289 501(C)(3) 8000 EDUCATION Shively Area Ministries 4415 Dixie Hwy Louisville KY 40216 611134579 501(C)(3) 5600 HOUSING & SHELTER St Anthonys Hospice Inc 2410 S Green St Henderson KY 42420 311010566 501(C)(3) 5000 HUMAN SERVICES St Augustine School 236 South Spalding Ave Lebanon KY 40033 610500831 Religious Organizati 48617 EDUCATION St John Center for the Homeless 700 East Muhammad Ali Boulevard Louisville KY 402023614 611135907 501(C)(3) 9000 HUMAN SERVICES St Lawrence Catholic Church 1925 Lewiston Drive Louisville KY 40216 610510948 Religious Organizati 205000 RELIGION-RELATED Student Veterans of America 3101 BARDSTOWN RD Louisville KY 40205 261971279 501(C)(3) 5000 Public & Societal Benefit The Kentuckiana Works Foundation Inc 410 W Chestnut St Ste 200 Louisville KY 40202 371508088 501(C)(3) 51540 EDUCATION The University of Louisville Foundation Inc 215 CENTRAL AVE 300 Louisville KY 40208 237078461 501(C)(3) 117600 EDUCATION United Way of Noble County 2094 N State Rd 9 Albion IN 467019578 351179046 501(C)(3) 7206 Philanthropy, Voluntarism University Health CAre Inc 305 W BROADWAY Louisville KY 40202 611325905 501(C)(3) 25000 HEALTH CARE University Independent School 1300 Academy Dr Hopkinsville KY 42240 610847737 501(C)(3) 5000 EDUCATION University of Evansville 1800 Lincoln Ave Evansville IN 47722 350868074 501(C)(3) 5000 EDUCATION University of Texas Foundation Inc PO BOX 4486 Houston TX 772104486 741587488 501(C)(3) 1543915 EDUCATION University of the Cumberlands 6191 College Station Drive Williamsburg KY 40769 610470593 501(C)(3) 10000 EDUCATION West End Preparatory School 3628 Virginia Avenue Louisville KY 40211 043798875 501(C)(3) 5000 EDUCATION WHAS Crusade for Children Inc 520 West Chestnut Louisville KY 40202 237075524 501(C)(3) 20000 HUMAN SERVICES Women 4 Women 323 W Broadway 502 Louisville KY 40202 611240049 501(C)(3) 17613 SOCIAL SCIENCE WWP Inc 7020 A C Skinner Pkwy Ste 100 Jacksonville FL 32256 202370934 501(C)(3) 25000 HUMAN SERVICES YMCA of Greater Louisville Downtown Branch 545 S SECOND ST Louisville KY 40202 610444843 501(C)(3) 7500 HUMAN SERVICES YMCA of Greater Louisville Southwest Branch 2800 Fordhaven Road Louisville KY 40214 610444843 501(C)(3) 5500 HUMAN SERVICES YMCA of Scottsville & Allen Co 309 W CHerry Street Scottsville KY 42164 611359120 501(C)(3) 5000 HUMAN SERVICES Young Adult Development in Action Inc PO Box 638 Louisville KY 40202 611374470 501(C)(3) 42096 HUMAN SERVICES 84 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 donors 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 individuals 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 0 189615 0 400 0 12718 0 0 0 19839 0 222572 0 0 X 7 1529638 FMV AT DATE OF GIFT 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): SECURITIES- EACH SEPARATE GIFT HAS BEEN TREATED AS A CONTRIBUTION. Third Party Use: 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, SEC. 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 XI, LINE 2C AUDITED FINANCIAL STATEMENTS 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 STATMENTS 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 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 N/A 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 N/A 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 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 N/A 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0