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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

Registered Agent

Name Role
UNIVERSITY OF LOUISVILLE FOUNDATION, INC. Registered Agent

COO

Name Role
Keith M. Sherman COO

Chairman

Name Role
Jill Force Chairman

Director

Name Role
Jerry Abramson Director
David Anderson Director
Jim Boone Director
Scott Brinkman Director
Ernest Brooks Director
Jessica Cole Director
Al Cornish Director
Jill Force Director
Larry McDonald Director
Kim Schatzel Director

Vice Chairman

Name Role
JIM BOONE Vice Chairman

Secretary

Name Role
LARRY MCDONALD Secretary

Incorporator

Name Role
EDWIN G. MIDDLETON Incorporator
BAYLOR LANDRUM, JR. Incorporator
SAMUEL H. KLEIN Incorporator
WOODFORD R. PORTER Incorporator
ELI H. BROWN, III Incorporator

Form 5500 Series

Employer Identification Number (EIN):
237078461
Plan Year:
2023
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
25
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
24
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
19
Sponsors Telephone Number:

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
Annual Report 2022-06-10
Registered Agent name/address change 2022-06-10

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
270500.00
Total Face Value Of Loan:
270500.00

Trademarks

Serial Number:
98048591
Mark:
HATS FOR HOPE
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-06-19
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
HATS FOR HOPE

Goods And Services

For:
Charitable fundraising services for purposes of providing support services for cancer patients and cancer research
First Use:
2023-01-18
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86664094
Mark:
HATS FOR HOPE
Status:
A Section 8 declaration has been accepted.
Mark Type:
Service Mark
Application Filing Date:
2015-06-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
HATS FOR HOPE

Goods And Services

For:
Charitable fundraising services for purposes of providing support services for cancer patients
First Use:
2004-04-30
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77717226
Mark:
THE JULEP BALL BENEFITTING THE JAMES GRAHAM BROWN CANCER CENTER
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2009-04-20
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
THE JULEP BALL BENEFITTING THE JAMES GRAHAM BROWN CANCER CENTER

Goods And Services

For:
Charitable foundation services, namely, providing fund raising activities to support medical research and procedures for those in need; Charitable fund raising services by means of an entertainment event
First Use:
2009-05-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
77678161
Mark:
JULEP BALL
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2009-02-25
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
JULEP BALL

Goods And Services

For:
Charitable foundation services, namely, providing fund raising activities to support medical research and procedures for those in need; Charitable fund raising services by means of an entertainment event
First Use:
2009-05-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Tax Exempt

Employer Identification Number (EIN) :
23-7078461
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)
Ruling Date:
1971-02
Deductibility:
Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
270500
Current Approval Amount:
270500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
272558.81

Sources: Kentucky Secretary of State