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UNIVERSITY OF LOUISVILLE FOUNDATION, INC.

Company Details

Name: UNIVERSITY OF LOUISVILLE FOUNDATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 28 May 1970 (55 years ago)
Organization Date: 28 May 1970 (55 years ago)
Last Annual Report: 29 May 2024 (a year ago)
Organization Number: 0053303
ZIP code: 40208
City: Louisville
Primary County: Jefferson County
Principal Office: 215 CENTRAL AVENUE, SUITE 212, LOUISVILLE, KY 40208
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2023 237078461 2024-09-06 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5022128200
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2022 237078461 2023-09-25 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5022128200
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2021 237078461 2022-10-10 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2020 237078461 2021-10-06 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2019 237078461 2020-10-13 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2018 237078461 2019-09-19 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2017 237078461 2018-10-05 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2016 237078461 2017-10-13 UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 813000
Sponsor’s telephone number 5028527300
Plan sponsor’s address 215 CENTRAL AVE., STE. 212, LOUISVILLE, KY, 40208

Registered Agent

Name Role
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. Registered Agent

Chairman

Name Role
Diane Medley Chairman

COO

Name Role
Keith Sherman COO

President

Name Role
Gregory Postel President

Vice President

Name Role
Mark Lynn Vice President

Treasurer

Name Role
Michael Bowers Treasurer

Secretary

Name Role
Laura Douglas Secretary

Director

Name Role
Diane Medley Director
Keith Sherman Director
Gregory Postel Director
Mark Lynn Director
Michael Bowers Director
Laura Douglas Director
J. CHESTER PORTER Director
JAMES RAMSEY Director
BURT DEUTSCH Director
HARRY JONES Director

Incorporator

Name Role
J. CHESTER PORTER Incorporator

Former Company Names

Name Action
UNIVERSITY HOLDINGS, INC. Merger
CARDINAL REAL ESTATE, INC. Old Name

Filings

Name File Date
Annual Report 2024-05-29
Registered Agent name/address change 2024-05-29
Annual Report 2023-05-10
Registered Agent name/address change 2022-06-10
Annual Report 2022-06-10
Annual Report 2021-06-23
Amendment 2021-04-30
Registered Agent name/address change 2020-06-16
Annual Report 2020-06-16
Annual Report 2019-06-20

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7078461 Corporation Unconditional Exemption 215 CENTRAL AVE STE 212, LOUISVILLE, KY, 40208-1451 1971-02
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that operates for the benefit of a college or university and is owned or operated by a governmental unit 170(b)(1)(A)(iv)
Tax Period 2023-06
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 1057025817
Income Amount 57317742
Form 990 Revenue Amount 52798346
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202306
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202206
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202106
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 202006
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201806
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201706
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201606
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE FOUNDATION INC
EIN 23-7078461
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9698227101 2020-04-15 0457 PPP 215 CENTRAL AVE STE 212, LOUISVILLE, KY, 40208-1449
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 270500
Loan Approval Amount (current) 270500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40208-1449
Project Congressional District KY-03
Number of Employees 13
NAICS code 611310
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 272558.81
Forgiveness Paid Date 2021-01-25

Sources: Kentucky Secretary of State