Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Republic Bank Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)601 WEST MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE, KY402022745
A Employer identification number

27-2222303
B Telephone number (see instructions)

(502) 560-8628
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,975,007J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 814 814  
4 Dividends and interest from securities... 259,311 259,311  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 591,169
b Gross sales price for all assets on line 6a 3,049,581
7 Capital gain net income (from Part IV, line 2)... 591,169
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,574 0 0
12 Total. Add lines 1 through 11........ 859,868 851,294 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
967 484 0 483
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,500 2,250 0 2,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
95,052 95,052 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,185 4,029 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
230 155 0 75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,934 101,970 0 2,808
25 Contributions, gifts, grants paid....... 1,325,795 1,325,795
26 Total expenses and disbursements. Add lines 24 and 25 1,430,729 101,970 0 1,328,603
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -570,861
b Net investment income (if negative, enter -0-) 749,324
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 59,368 82,115 82,115
2 Savings and temporary cash investments......... 598,404 593,089 593,089
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 7,030,807 Click to see attachment
List of Attached Documents:
// Content
6,487,073 		11,004,785
c Investments—corporate bonds (attach schedule)....... 353,043 Click to see attachment
List of Attached Documents:
// Content
302,097 		295,018
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,041,622 7,464,374 11,975,007
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,041,622 7,464,374
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,041,622 7,464,374
30 Total liabilities and net assets/fund balances (see instructions). 8,041,622 7,464,374
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,041,622
2
Enter amount from Part I, line 27a .....................
2
-570,861
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,470,761
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,387
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,464,374
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a TOTAL CAPITAL GAIN DISTRIBUTIONS P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 398     398
b 3,049,183   2,458,412 590,771
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 398
b     0 590,771
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 591,169
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,416
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 10,416
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,416
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,244
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,244
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,172
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowKEVIN SIPES Telephone no.right arrow (502) 560-8628

Located atright arrow601 MARKET STREETLOUISVILLEKY ZIP+4right arrow402022745
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
STEVEN E TRAGER DIRECTOR
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
WILLIAM SUMMERS DIRECTOR
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
CAROLLE JONES CLAY PRESIDENT
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
JOHN RIPPY SECRETARY
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
KEVIN SIPES TREASURER
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
LOGAN PICHEL DIRECTOR
0 		0 0 0
601 WEST MARKET STREET
LOUISVILLE,KY402022745
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,046,893
b
Average of monthly cash balances.......................
1b
620,389
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,667,282
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,667,282
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,009
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,492,273
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
574,614
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
574,614
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,416
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,416
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
564,198
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
564,198
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
564,198
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,328,603
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,328,603
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 564,198
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 361,910
b From 2019...... 785,827
c From 2020...... 734,714
d From 2021...... 296,420
e From 2022...... 754,997
f Total of lines 3a through e ........ 2,933,868
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,328,603
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 564,198
e Remaining amount distributed out of corpus 764,405
5 Excess distributions carryover applied to 2023.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,698,273
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		361,910
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,336,363
10 Analysis of line 9:
a Excess from 2019.... 785,827
b Excess from 2020.... 734,714
c Excess from 2021.... 296,420
d Excess from 2022.... 754,997
e Excess from 2023.... 764,405
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NOT APPLICABLE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NOT APPLICABLE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Metro United Way

334 E Broadway
Louisville,KY40202 		NONE PC Annual campaign pledge 55,000

Family Scholar House

403 Reg Smith Cir
Louisville,KY40208 		NONE PC Wine, Women & Shoes 2023 sponsorship 10,000

Kentucky Opera

708 Magazine St
Louisville,KY40203 		NONE PC 70th Anniversary Season Corporate sponsorship 2,500

Emergency Shelter House of Northern Kentucky

PO Box 332
Covington,KY41012 		NONE PC Capital campaign pledge (payment 2 of 5) 10,000

Actors Theatre of Louisville

316 W Main St
Louisville,KY40202 		NONE PC Convergence Ball sponsorship 8,000

Speed Art Museum

2035 S 3rd St
Louisville,KY40208 		NONE PC Sponsorship 13,400

YMCA of Greater Louisville

545 S 2nd St
Louisville,KY40202 		NONE PC Black Achievers ($5,000) Safe Place ($5,000) West Louisville Swim Safety ($3,500) Teen Leaders Club ($3,500) 17,000

Assumption High School

2170 Tyler Ln
Louisville,KY40205 		NONE PC Launching the Future Capital Campaign (payment 2 of 4) 12,500

Americana Community Center Inc

4801 Southside Dr
Louisville,KY40214 		NONE PC Sponsorship 10,000

USA Cares

11760 Commonwealth Dr
Louisville,KY40299 		NONE PC Dollars4Doers (Emily Chambers) 2,500

Big Brothers Big Sisters

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Dollars4Doers (Brent Shuman) 2,500

Harbor House of Louisville

2231 Lower Hunters Trace
Louisville,KY40216 		NONE PC Dollars4Doers (Phillip Peercy) 2,500

Kids Center for Pediatric Therapies

982 Eastern Pkwy
Louisville,KY40217 		NONE PC Dollars4Doers (Kenny Moyer) 2,500

Special Olympics Kentucky

105 Lakeview Ct
Frankfort,KY40601 		NONE PC Dollars4Doers (Tamara McCain) 2,500

Drag Queen Storytime Kentucky

3050 Hunsinger Ln
Louisville,KY40202 		NONE PC Dollars4Doers (Jamie Goulding) 2,500

Ministries United of South Central Louisville

1207 Hart Ave
Louisville,KY40213 		NONE PC Dollars4Doers (Jammie Williams) 2,500

Patriots Homerun Club

6281 Arno Rd
Franklin,TN37064 		NONE PC Dollars4Doers (Chad Hart) 2,500

American Red Cross

510 E Chestnut St
Louisville,KY40201 		NONE PC Wrapped In Red 4,000

Center for Women and Families

927 S 2nd St
Louisville,KY40203 		NONE PC Support for Programmatic Funding 8,800

21st Century Parks

471 W Main St 202
Louisville,KY40202 		NONE PC Matching gift 60

Habitat for Humanity of Metro Louisville Inc

1620 Bank St
Louisville,KY40203 		NONE PC Matching gift 100

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 103

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gifts 121

Home of the Innocents

1100 E Market St
Louisville,KY40206 		NONE PC Matching gift 50

Kentucky Humane Society

1000 Lyndon Ln
Louisville,KY40222 		NONE PC Matching gifts 50

Alzheimer's Association Greater Cincinnati Chapter

225 N Michigan Ave 17th floor
Chicago,IL60601 		NONE PC Matching gift 100

Bridgehaven Inc

950 S First St
Louisville,KY40203 		NONE PC Matching gift 25

Exploited Children's Help Organization

1500 Poplar Level Rd
Louisville,KY40217 		NONE PC Matching gift 50

Youth Build Louisville

PO Box 638
Louisville,KY40201 		NONE PC Matching gift 500

Louisville Olmsted Parks Conservancy

1299 Trevilian Way
Louisville,KY40213 		NONE PC Matching gift 66

Safe on Main Inc

27 N East St
Lebanon,OH45036 		NONE PC Matching gift 100

Camp Livingston Inc

8485 Ridge Rd
Cincinnati,OH45236 		NONE PC Matching gift 100

Breast Cancer Research Foundation

28 W 44th St
New York,NY10036 		NONE PC Matching gift 100

Western Kentucky University Foundation

1906 College Heights Blvd
Bowling Green,KY42101 		NONE PC Matching gift 100

Dare to Care Food Bank

5803 Fern Valley Rd
Louisville,KY40228 		NONE PC Matching gift 50

Presentation Academy

861 S 4th St
Louisville,KY40203 		NONE PC Scholar payment 2 of 5 5,000

Metro United Way

334 E Broadway
Louisville,KY40202 		NONE PC Beyond Buzz Words 350

Meredith Dunn School

3023 Melbourne Ave
Louisville,KY40220 		NONE PC Annual fund donation 5,000

Leadership Louisville Center

707 W Main St
Louisville,KY40202 		NONE PC Class of 2023-24 sponsorship 36,900

St Francis DeSales High School

425 W Kenwood Dr
Louisville,KY40214 		NONE PC Capital campaign (payment 1 of 3) 20,000

Jewish Family and Career Services

2821 Klempner Way
Louisville,KY40205 		NONE PC Republic Bank Player's Challenge 20,000

Metro United Way

334 E Broadway
Louisville,KY40202 		NONE PC Community Impact Awards 7,500

Habitat for Humanity of Hillsborough County Florida Inc

509 E Jackson St
Tampa,FL33602 		NONE PC Tampa CEO Build Campaign 7,500

Junior Achievement of Kentuckiana

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Kentuckiana Business Hall of Fame 7,500

Kentucky Humane Society

1000 Lyndon Ln
Louisville,KY40222 		NONE PC Waggin Tail on the Waterfront & Pars for Pets 7,000

Boys & Girls Club Inc

3900 Crittenden Dr
Louisville,KY40209 		NONE PC Empower Sponsorship 4,000

Esperanza Latino Center of NKY

234 W Pike St
Covington,KY41011 		NONE PC Education Success Program 10,000

Louisville Healthcare CEO Council

210 E Jefferson St
Louisville,KY40202 		NONE PC Anti Aging Innovation Bourbon Reception 10,000

Apple Patch Community

7408 Hwy 329
Crestwood,KY40014 		NONE PC Golf Scramble sponsorship 5,000

Habitat for Humanity of Greater Cincinnati

4910 Para Dr
Cincinnati,OH45237 		NONE PC Rock the Block 10,000

Growth Enterprises Nashville

1009 3rd Ave N
Nashville,TN37201 		NONE PC Financial/digital literacy program 10,000

United Way of Rutherford and Cannon Counties

3050 Medical Center Pkwy 2
Murfreesboro,TN37129 		NONE PC Support Affordable/Transitional housing 10,000

Louisville Urban League

1535 W Broadway
Louisville,KY40203 		NONE PC $5,000 Derby Gala; $15,000 Center for Entrepreneurship 20,000

Spirit of Louisville Foundation

1918 Mellwood Ave
Louisville,KY40206 		NONE PC 2023 WLKY Bell Awards 10,000

University of Louisville Athletic Association

2100 S Floyd St
Louisville,KY40292 		NONE PC Men's basketball (payment 2 of 3) 100,000

Ronald McDonald House Charities of Kentuckiana

550 S 1st St
Louisville,KY40202 		NONE PC Renovation & Expansion Capital Campaign (payment 4 of 5) 5,000

Dress for Success Louisville

913 E Main St Suite 101B
Louisville,KY40206 		NONE PC Matching gift 500

American Lung Association

55 W Wacker Dr Suite 1150
Chicago,IL60601 		NONE PC Matching gift 50

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 25

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 120

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 52

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 70

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 256

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 125

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 125

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 170

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 100

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 250

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 125

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 26

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 26

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 95

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 200

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 125

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 36

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 100

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 103

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 100

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 65

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 75

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 75

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 85

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 50

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 100

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 26

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 500

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 25

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 90

Big Brothers Big Sisters of Kentuckiana

1519 Gardiner Ln Suite B
Louisville,KY40218 		NONE PC Matching gift 35

Junior Achievement of Kentuckiana

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 106

Junior Achievement of Kentuckiana

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 50

Kentucky Humane Society

1000 Lyndon Ln
Louisville,KY40222 		NONE PC Matching gift 100

Gilda's Club Louisville

2440 Grinstead Dr
Louisville,KY40204 		NONE PC Matching gift 50

St Jude Children's Research Hospital

501 St Jude Place
Memphis,TN38105 		NONE PC Matching gift 255

CASA of the River Region

982 Eastern Pkwy 9
Louisville,KY40217 		NONE PC Matching gift 100

Exploited Children's Help Organization

1500 Poplar Level Rd
Louisville,KY40217 		NONE PC Matching gift 25

Mercy Academy

5801 Fegenbush Ln
Louisville,KY40228 		NONE PC Matching gift 100

Louisville Olmsted Parks Conservancy

1299 Trevilian Way
Louisville,KY40213 		NONE PC Matching gift 200

St Baldrick's Foundation

1333 S Mayflower Ave Suite 400
Monrovia,CA91016 		NONE PC Matching gift 50

Eastern High School Lacrosse Booster Club

12400 Old Shelbyville Rd
Louisville,KY40243 		NONE PC Matching gift 100

Elder Heart Inc

694 N Larch St 910
Sisters,OR97759 		NONE PC Matching gift 100

Harrison County Community Foundation

1523 Foundation Way NE
Corydon,IN47112 		NONE PC Matching gift 100

Temple Congregation Adath Jeshurun

2401 Woodbourne Ave
Louisville,KY40205 		NONE PC Matching gift 250

Historic Locust Grove Inc

561 Blankenbaker Ln
Louisville,KY40207 		NONE PC Locust Grove Improvement Project (payment 4 of 5) 10,000

WHAS Crusade for Children

520 W Chestnut St
Louisville,KY40202 		NONE PC Crusade "Power Hour" 10,000

Zoom Group Inc

1904 Embassy Square Blvd
Louisville,KY40299 		NONE PC Studio Works & Life Works campus expansion project 25,000

National Safe Place Network

545 S 2nd St
Louisville,KY40202 		NONE PC Focus Conference (40th anniversary celebration) 10,000

Hosparus Health

6200 Dutchmans Ln
Louisville,KY40205 		NONE PC Compassion Celebration 25,000

Love City Inc

344 N 26th St
Louisville,KY40212 		NONE PC Mighty Oak Academy Summer School/Camp 8,000

Habitat for Humanity of Metro Louisville Inc

1620 Bank St
Louisville,KY40203 		NONE PC Bankers Build 2023 15,000

Habitat for Humanity Williamson-Maury

109 Noah Dr
Franklin,TN37064 		NONE PC Women Build and Hammers & High Heels 5,000

Speed Art Museum

2035 S 3rd St
Louisville,KY40208 		NONE PC Louisville's Black Avant-Garde: Robert L Douglas Exhibition 10,000

The Well Outreach Inc

5306 Main St
Spring Hill,TN37174 		NONE PC Food Pantry + JetPack Program 10,000

Community Foundation of Louisville

325 W Main St Suite 1110
Louisville,KY40202 		NONE PC Scholarship funding 30,000

Shelby County Tourism Commission

219 7th St
Shelbyville,KY40065 		NONE PC Shelbyville Conference (Convention) Center (payment 3 of 7) 7,143

St Benedict Center for Early Childhood Education

946 S 25th St
Louisville,KY40210 		NONE PC Behavioral Health Specialist funding (payment 2 of 2) 25,000

Fund for the Arts

623 W Main St
Louisville,KY40202 		NONE PC Local Performance Village at St. James Art Fair 45,000

Leadership Kentucky Foundation

464 Chenault Rd
Frankfort,KY40601 		NONE PC Leadership Kentucky Program 15,000

Brightside Foundation Inc

444 S 5th St 2nd floor
Louisville,KY40202 		NONE PC Brightside Bash/Brightside 9th & Main sponsorship (pmt 2 of 2) 12,500

WHAS Crusade for Children

520 W Chestnut St
Louisville,KY40202 		NONE PC Matching gift 100

Habitat for Humanity of Metro Louisville Inc

1620 Bank St
Louisville,KY40203 		NONE PC Matching gift 500

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gift 100

Junior Achievement of Louisville

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 100

Junior Achievement of Louisville

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 50

Junior Achievement of Louisville

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 103

Junior Achievement of Louisville

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 100

Junior Achievement of Louisville

1401 W Muhammad Ali Blvd
Louisville,KY40203 		NONE PC Matching gift 74

Alzheimer's Association

225 N Michigan Ave 17th floor
Chicago,IL60601 		NONE PC Matching gift 100

Norton Healthcare Foundation

4965 US Hwy 42 Suite 1000
Louisville,KY40222 		NONE PC Matching gift 50

Commonwealth Fund for KET Inc

560 Cooper Dr
Lexington,KY40502 		NONE PC Matching gift 85

Voices of Kentuckiana

PO Box 2904
Louisville,KY40201 		NONE PC Matching gift 500

Voices of Kentuckiana

PO Box 2904
Louisville,KY40201 		NONE PC Matching gift 25

Baptist Health Foundation of Floyd County

1850 State St
New Albany,IN47150 		NONE PC Matching gift 52

Families of SMA

925 Busse Rd
Elk Grove Village,IL60007 		NONE PC Matching gift 145

Foundation for Prader-Willi Research

440 N Barranca Ave 3620
Covina,CA91723 		NONE PC Matching gift 104

St Elizabeth Catholic Charities

702 E Market St
New Albany,IN47150 		NONE PC Matching gift 100

Simmons College of Kentucky

1018 S 7th St
Louisville,KY40203 		NONE PC Scholarships (payment 2 of 5) 20,000

Kentucky Organ Donor Affiliates

10301 Linn Station Rd
Louisville,KY40223 		NONE PC Donate Life Campus (payment 1 of 5) 10,000

Community Foundation of Louisville

325 W Main St Suite 1110
Louisville,KY40202 		NONE PC Give for Good Louisville 10,000

Children's Home of Northern Kentucky

200 Home Rd
Covington,KY41011 		NONE PC Expanding Mental Health Services (payment 1 of 3) 20,000

National Council of Jewish Women

1250 Bardstown Rd
Louisville,KY40204 		NONE PC Annual Fashion Encore Sale 3,000

Apple Patch Community

7408 Hwy 329
Crestwood,KY40014 		NONE PC House 2 Home sponsorship 10,000

Bellarmine University

2001 Newburg Rd
Louisville,KY40205 		NONE PC Women of Color Entrepreneurial Leadership 2022 (pmt 2 of 2) 17,500

Smoketown Family Wellness

760 S Hancock St Suite B100
Louisville,KY40203 		NONE PC Neighborhood Celebration on Give for Good Day 10,000

Junior League of Louisville

300 Distillery Commons Suite 200
Louisville,KY40206 		NONE PC General membership meetings sponsor 2,500

Kentucky Hospital Research and Education Foundation

2501 Nelson Miller Pkwy
Louisville,KY40223 		NONE PC KHA year round sponsorship 10,000

American Cancer Society

PO Box 6704
Hagerstown,MD21741 		NONE PC Matching gifts 547

Kentucky Shakespeare Festival

323 W Broadway Suite 401
Louisville,KY40202 		NONE PC Matching gift 105

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		NONE PC Matching gifts 413

Kentucky Humane Society

1000 Lyndon Ln
Louisville,KY40222 		NONE PC Matching gift 25

The Healing Place

1020 W Market St
Louisville,KY40202 		NONE PC Matching gift 26

Alzheimers Association

225 N Michigan Ave 17th floor
Chicago,IL60601 		NONE PC Matching gift 75

Gildas Club Louisville

2440 Grinstead Dr
Louisville,KY40204 		NONE PC Matching gift 100

Father Maloney's Boys Haven

2301 Goldsmith Ln
Louisville,KY40218 		NONE PC Matching gift 50

CASA of the River Region

982 Eastern Pkwy 9
Louisville,KY40217 		NONE PC Matching gift 50

Diocese of Covington

1125 Madison Ave
Covington,KY41011 		NONE PC Matching gift 465

Kentucky & Southern Indiana Stroke Association

3425 Stony Springs
Louisville,KY40220 		NONE PC Matching gift 26

American Foundation for Suicide Prevention

199 Water St
New York,NY10038 		NONE PC Matching gift 50

Second Chances Wildlife Center

487 Gentry Ln
Mount Washington,KY40047 		NONE PC Matching gift 26

Mercy Academy

5801 Fegenbush Ln
Louisville,KY40228 		NONE PC Matching gift 20

Friends of Metro Animal Services

3528 Newburg Rd
Louisville,KY40218 		NONE PC Matching gift 26

1N5

3975 Erie Ave
Cincinnati,OH45208 		NONE PC Matching gift 95

Mothers Against Drunk Driving

511 E John Carpenter Freeway
Irving,TX75062 		NONE PC Matching gift 50

The Hope Buss Inc

3131 S 2nd St Suite 352
Louisville,KY40208 		NONE PC Matching gift 11

United Jewish Campaign

3630 Dutchmans Ln
Louisville,KY40205 		NONE PC Donation 60,000

American Red Cross

510 E Chestnut St
Louisville,KY40201 		NONE PC Wrapped in Red Gala 4,000

Bellarmine University

2001 Newburg Rd
Louisville,KY40205 		NONE PC Bellarmine Rising (payment 2 of 2) 50,000

USA Cares

11760 Commonwealth Dr
Louisville,KY40299 		NONE PC Sponsor Military Assistance Response Program and Career Transition (payment 2 of 3) 5,000

Habitat for Humanity of Pinellas & West Pasco Counties

14010 Roosevelt Blvd Suite 704
Clearwater,FL33762 		NONE PC Habitat Homeowners Education Center (payment 3 of 5) 5,000

Gilda's Club Kentuckiana

2440 Grinstead Dr
Louisville,KY40204 		NONE PC Red Door Capital Campaign (payment 5 of 5) 10,000

Thomas More University

333 Thomas More Pkwy
Crestview Hills,KY41017 		NONE PC Thomas More Second Century Campaign (payment 1 of 5) 40,000

Tampa Catholic High School

4630 N Rome Ave
Tampa,FL33603 		NONE PC Crusaders Scoreboard sponsorship (payment 4 of 5) 2,500

University of Louisville Foundation Inc

215 Central Ave Suite 212
Louisville,KY40208 		NONE PC Republic Bank Foundation charitable agreement (payment 4 of 8) 266,666

Sayre School Inc

194 N Limestone
Lexington,KY40507 		NONE PC School year scholarships (2022-23) (payment 2 of 3) 7,500

University of Louisville Foundation Inc

215 Central Ave Suite 212
Louisville,KY40208 		NONE PC College of Business - Project of Positive Leadership (payment 2 of 3) 5,000
Total .................................right arrow 3a 1,325,798
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 814  
4 Dividends and interest from securities ....     14 259,311  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 591,169  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNONDIVIDEND DISTRIBUTIONS 		    1 574  
bFEDERAL TAX REFUND     1 8,000  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 859,868 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
859,868
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,500 2,250   2,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD - FIXED INCOME 302,097 295,018

TY 2023 InvestmentsCorpStockSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
US BANK - INVESTMENTS 2,264,754 3,068,767
BAIRD - INVESTMENTS 904,659 2,555,718
MORGAN STANLEY - INVESTMENTS 861,297 2,550,147
UBS - INVESTMENTS 1,383,044 1,487,344
GLENVIEW - INVESTMENTS 1,073,319 1,342,809

TY 2023 LegalFeesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 967 484   483


TY 2023 OtherDecreasesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Description Amount
COST BASIS ADJUSTMENT 6,387


TY 2023 OtherExpensesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KENTUCKY SECRETARY OF STATE 15     15
BANK FEES 155 155    
MISCELLANEOUS EXPENSES 60     60


TY 2023 OtherIncomeSchedule2
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 574    
FEDERAL TAX REFUND 8,000    


TY 2023 OtherProfessionalFeesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 95,052 95,052    


TY 2023 TaxesSchedule
Name:
Republic Bank Foundation Inc
EIN:
27-2222303
Software ID:
23017437
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 156      
FOREIGN TAXES 4,029 4,029