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UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION, INC.

Company Details

Name: UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 19 Nov 2014 (10 years ago)
Organization Date: 19 Nov 2014 (10 years ago)
Last Annual Report: 29 May 2024 (a year ago)
Organization Number: 0900925
ZIP code: 40208
City: Louisville
Primary County: Jefferson County
Principal Office: 215 CENTRAL AVENUE, SUITE 212, LOUISVILLE, KY 40208
Place of Formation: KENTUCKY

Director

Name Role
R. JASON TOMLINSON Director
Keith M. Sherman Director
Stephen C Gault Director
JAMES R. RAMSEY Director
KATHLEEN M. SMITH Director
Scott Brinkman Director
Jessica Cole Director
Charles Dahlem Director
Jill Force Director
Mariah Gratz Director

Incorporator

Name Role
DAVID E. SAFFER Incorporator

Chairman

Name Role
Stephen C. Gault Chairman

Vice Chairman

Name Role
Mariah Gratz Vice Chairman

COO

Name Role
Keith M. Sherman COO

Secretary

Name Role
Powell Spears Secretary

Treasurer

Name Role
Powell Spears Treasurer

Registered Agent

Name Role
UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION, INC. Registered Agent

Former Company Names

Name Action
LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION Merger
UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION, INC. Type Conversion

Filings

Name File Date
Articles of Merger 2024-07-01
Amendment 2024-07-01
Registered Agent name/address change 2024-05-29
Registered Agent name/address change 2024-05-29
Annual Report 2024-05-29
Annual Report 2024-05-29
Annual Report 2023-05-10
Annual Report 2023-05-10
Registered Agent name/address change 2022-06-10
Annual Report 2022-06-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
47-2373203 Corporation Unconditional Exemption 215 CENTRAL AVE STE 212, LOUISVILLE, KY, 40208-1451 2016-03
In Care of Name % CHRIS MONTGOMERY
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 509(a)(3) Type III functionally integrated
Tax Period 2023-06
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 167969861
Income Amount 39223661
Form 990 Revenue Amount 38491724
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations
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 Type I, Type II, or functionally integrated Type III supporting organization. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_47-2373203_UNIVERSITYOFLOUISVILLEREALESTATEFOUNDATIONINC_12012015_02.tif
FinalLetter_47-2373203_UNIVERSITYOFLOUISVILLEREALESTATEFOUNDATIONINC_12012015_01.tif

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

Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202306
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202206
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202106
Filing Type E
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202006
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201806
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201706
Filing Type P
Return Type 990T
File View File
Organization Name UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION INC
EIN 47-2373203
Tax Period 201606
Filing Type E
Return Type 990
File View File
61-1320759 Corporation Unconditional Exemption 215 CENTRAL AVE STE 212, LOUISVILLE, KY, 40208-1451 2004-12
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 receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 88271663
Income Amount 21350030
Form 990 Revenue Amount 21350030
National Taxonomy of Exempt Entities Health Care: Fund Raising and/or Fund Distribution
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 LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE MEDICAL CENTER DEVELOPMENT CORPORATION
EIN 61-1320759
Tax Period 201606
Filing Type E
Return Type 990
File View File

Sources: Kentucky Secretary of State