Finance & Investments
As trusted stewards of charitable resources, the Community Foundation board and staff are committed to the highest standards of transparency, responsibility and accountability.
Read and download Financial Highlights for the Foundation, including asset growth, grant distributions and a history of gifts to the Foundation.
Investment Options & Performance
See an overview of the Foundation's Investment options and performance results.
Audited Financial Statements
The Foundation's audited financial statements are available to the public. Read them online or download to review.
IRS Form 990
Form 990 is an annual reporting return that the Community Foundation must file with the IRS as a federally tax-exempt organization. It provides information on the Foundation's mission, programs and finances.
Fees & Guidelines
The Foundation charges a fee to support our work in the community and cover our administrative costs. Endowment funds also have an investment fee to cover the services of our investment managers, who are selected by our investment committee and board.
The Community Foundation of Louisville is in compliance with The Council on Foundation's National Standards for legal, ethical, and effective operational practices that demonstrate financial transparency and accountability.