2025-11-17T12:39:44-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-01-01 465391268 THE GIBBS FOUNDATION INC THEG 5025891000 4350 BROWNSBORO ROAD 110 LOUISVILLE KY 40207 HANNAH ROQUET EXECUTIVE DIRECTOR 5025891000 2025-11-17 1 1 MELANIE MCPEAK P01346034 8885871719 2024 2025-03-06 01:10:19Z LEE GROZA 4350 BROWNSBORO ROAD 110 LOUISVILLE KY 40207 2414349 0 X N/A X 2014 KY THE GIBBS FOUNDATION'S PURPOSE IS TO PROVIDE FUNDS TO ORGANIZATIONS QUALIFYING AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS STIPULATED BY THE GIBBS FOUNDATION CRITERIA. 6 5 0 6 0 0 2170000 1945000 0 0 60959 129215 0 0 2230959 2074215 3213250 2218250 0 0 17025 12750 0 0 0 33702 18948 3263977 2249948 -1033018 -175733 1119381 953760 3100 3100 1116281 950660 THE GIBBS FOUNDATION'S PURPOSE IS TO PROVIDE FUNDS TO ORGANIZATIONS QUALIFYING AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS STIPULATED BY THE GIBBS FOUNDATION CRITERIA. 0 0 2218250 2218250 THE GIBBS FOUNDATION'S PURPOSE IS TO PROVIDE FUNDS TO ORGANIZATIONS QUALIFYING AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS STIPULATED BY THE GIBBS FOUNDATION CRITERIA. 2218250 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 KY X ANN D SCHELL 5025891000 4350 BROWNSBORO ROAD SUITE 110 LOUISVILLE KY 40207 JACK A MOSS JR DIRECTOR 1.00 X 0 0 0 HANNAH ROQUET SECRETARY 1.00 X X 12750 0 0 LEE GROZA CHAIRMAN/TREASURER 1.00 X X 0 0 0 ANN D SCHELL VICE CHAIRMAN 1.00 X X 0 0 0 JAMES E MOORE III DIRECTOR 1.00 X 0 0 0 IVAN SCHELL DIRECTOR 1.00 X 0 0 0 12750 0 0 0 0 0 0 0 1945000 1945000 45841 45841 423508 340134 83374 83374 83374 2074215 0 0 129215 2218250 2218250 12750 12750 1186 1186 7334 7334 3750 3750 5502 5502 1176 1176 2249948 2218250 31698 0 113404 102417 1005977 851343 1119381 953760 3100 3100 3100 3100 X 0 0 0 0 1116281 950660 1116281 950660 1119381 953760 -175733 10112 0 X 0 0 0 X X 9 UNIV OF LOUISVILLE & JEWISH HERITAGE CARDIOVASCULAR INNOVATIVE INST 201319658 7 1 1295000 0 KENTUCKY CHAPTER OF THE AMERICAN CHESTNUT FOUNDATION INC 611385952 7 1 0 0 21ST CENTURY PARKS INC 201780317 10 1 0 0 THE SECOND PRESBYTERIAN CHURCH OF LOUISVILLE 236393377 1 1 0 0 KILGORE SAMARITAN COUNSELING CENTER INC 611131420 10 1 200000 0 SAMARITAN INSTITUTE 310951606 10 1 0 0 NATIONAL MUSEUM OF FOREST SERVICE HISTORY 810454269 7 1 70000 0 THE MORTON CENTER 311068020 10 1 150000 0 USA CARES INC 050588761 7 1 500000 0 9 2215000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 24596 45841 24596 45841 0 0 7158 3750 43769 27948 -26331 14143 1253299 1309353 357418 188525 0 0 1610717 1497878 0 0 0 1610717 1497878 24161 22468 1586556 1475410 55529 51639 0 0 55529 51639 -26331 -22381 55529 55529 0 55529 2218250 0 0 0 0 0 2218250 2215000 55529 100.000000000000 55529 0 426744 450000 759905 1128000 3213250 5977899 0 55529 371215 5551155 2218250 0 2218250 0 0 7769405 450000 759905 1128000 3213250 2218250 SECTION D, LINE 2 THE GIBBS FOUNDATION'S PURPOSE IS TO PROVIDE FUNDS TO ORGANIZATIONS QUALIFYING AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS STIPULATED BY THE GIBBS FOUNDATION CRITERIA. SECTION D, LINE 3 BOARD MEMBERS AND MANAGEMENT OF SUPPORTED ORGANIZATIONS ATTEND AND PARTICIPATE IN FOUNDATION BOARD MEETINGS. ADDITIONALLY, CERTAIN BOARD MEMBERS OF THE FOUNDATION ARE ALSO BOARD MEMBERS OF SUPPORTED ORGANIZATIONS. THE BOARD MEETINGS OCCUR SEMI-ANNUALLY (TYPICALLY APRIL & OCTOBER) AT WHICH TIME ANY GRANT APPLICATIONS THAT HAVE BEEN SUBMITTED ARE REVIEWED, DISCUSSED AND VOTED ON. SUPPORTED ORGANIZATIONS THAT HAVE SUBMITTED GRANT APPLICATIONS ARE OFTEN INVITED TO ATTEND THE BOARD MEETINGS AND PRESENT THEIR APPLICATIONS WHEN THE AMOUNTS REQUESTED ARE SIGNIFICANT. SUPPORTED ORGANIZATIONS ARE ALSO INVITED TO ATTEND THE BOARD MEETINGS TO PROVIDE BOARD MEMBERS WITH UPDATES ON RESULTS FROM PAST GRANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40202 237078461 501(C)(3) 1295000 0 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE NATIONAL MUSEUM OF FOREST SERVICE HISTORY BOX 2772 MISSOULA MT 598062772 810454269 501(C)(3) 70000 0 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE THE MORTON CENTER 1028 BARRET AVE LOUISVILLE KY 40204 311068020 501(C)(3) 150000 0 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE USA CARES INC 11760 COMMONWEALTH DRIVE LOUISVILLE KY 40299 050588761 501(C)(3) 500000 0 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE KILGORE SAMARITAN COUNSELING CENTER INC 918 ORMSBY LANE LOUISVILLE KY 40242 611131420 501(C)(3) 200000 0 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 5 0 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT A BI-ANNUAL REPORT (BPR)TO THE BOARD WITHIN 15 DAYS OF THE END OF EACH 6 MONTH PERIOD. THE BPR IS REVIEWED BY THE BOARD TO ENSURE COMPLIANCE WITH THE GRANT AWARD. FAILURE TO FILE SUBMIT A BPR MAY RESULT IN A SUSPENSION OF GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATING POWERS, WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTEREST PERSON AND SUBJECT TO THE CONFLICT OF INTEREST POLICY. ANY INTEREST PERSON MUST DISCLOSE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE OFFICERS, DIRECTORS, AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTEREST PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND ORGANIZATIONAL DOCUMENTS AVAILABLE UPON REQUEST.