2025-05-09T22:01:21-05:00 2024-07-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-08-01 616106235 MARIE WOODSON ENDOWMENT MARI 4123956964 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4123956964 2025-05-09 true true JASON BELOT P00183464 3302555814 2025-05-09 2023 2025-03-06 01:10:19Z X PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 248056 false X N/A X 1974 KY INCOME FROM THIS TRUST IS TO BE USED FOR EDUCATIONAL, SCIENTIFIC OR CHARITABLE PURPOSES OPERATED, SUPERVISED AND CONTROLLED BY THE UNIVERSITY OF LOUISVILLE AND THE NORTON CHILDREN'S HOSPITAL 5 1 0 0 0 0 0 -76277 49510 0 -76277 49510 66439 66484 0 17710 17980 0 0 237 252 84386 84716 -160663 -35206 1255057 1219203 0 0 1255057 1219203 INCOME FROM THIS TRUST IS TO BE USED FOR EDUCATIONAL, SCIENTIFIC OR CHARITABLE PURPOSES OPERATED, SUPERVISED AND CONTROLLED BY THE UNIVERSITY OF LOUISVILLE AND THE NORTON CHILDREN'S HOSPITAL false false 35040 33242 TO PROVIDE SUPPORT FOR THE UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL 35040 33242 TO SUPPORT NORTON HOSPITAL 70080 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 5 1 false false false false false false false false false false false true true true true false true false false false KY X PNC BANK NA 4123956964 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 Jeffery M Bumpous TRUSTEE 1.0 40.0 X 0 850000 0 Dr Sean Francis TRUSTEE 1.0 40.0 X 0 430250 0 Matt Ayers TRUSTEE 1.0 40.0 X 0 440000 0 Eddie Nixon TRUSTEE 1.0 40.0 X 0 0 0 PNC BANK TRUSTEE 4.0 0.0 X 17980 0 0 17980 1720250 0 3 false true false 31206 31206 216850 198546 18304 18304 18304 49510 49510 66484 66484 17980 3596 14384 Foreign Taxes on Qualified Dividend 176 176 Foreign Taxes on Non Qualified Divi 76 76 84716 70080 14636 0 29386 35974 1225671 1183229 1255057 1219203 0 0 X 1219203 1255057 1255057 1219203 1255057 1219203 X -35206 -648 X false false false X X 2 UNIVERSITY OF LOUISVILLE 237078461 5 true 33242 0 NORTON HOSPITAL 310914919 3 true 33242 0 2 66484 0 true false false false false false false false false false false true false false false false true false true 0 3757 0 47507 34964 47507 38721 0 14405 14636 0 33102 24085 1221213 1289716 0 0 1221213 1289716 0 0 1221213 1289716 18318 19346 1202895 1270370 42101 44463 0 42101 44463 33102 28137 42101 42101 0 42101 66484 0 3596 0 0 0 70080 66484 42101 1.0 42101 0 0 0 20184 101489 69981 191654 0 42101 0 149553 70080 0 70080 0 0 219633 0 0 79572 69981 70080 PART IV, SECTION D, QUESTION 2 The Marie Woodson Endowment trust maintains a close and continuous working relationship with the supported organizations by holding meetings to discuss investments and the general operation of the trust, including the disbursement of funds, time of grants and needs of the supported organizations within the terms of the trust agreement. PART IV, SECTION D, QUESTION 2 CONTINUED In addition the trust provides quarterly statements that outline the holdings and activities of the trust and the information required as part of the annual notification requirement. PART IV, SECTION D, LINE 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. true UNIVERSITY OF LOUISVILLE FOUNDATION INC 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501(C)(3) 33242 FMV TO PROVIDE SUPPORT FOR THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE. NORTON HOSPITAL 234 EAST GRAY STREET LOUISVILLE KY 40202 310914919 501(C)(3) 33242 FMV SUPPORT HOSPITAL EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE MARIE WOODSON ENDOWMENT TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. false false false false false false false false false false Jeffery M Bumpous TRUSTEE 0 850000 0 0 0 0 0 0 0 0 0 850000 0 0 Dr Sean Francis TRUSTEE 0 430250 0 0 0 0 0 0 0 0 0 430250 0 0 Matt Ayers TRUSTEE 0 440000 0 0 0 0 0 0 0 0 0 440000 0 0 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE MARIE WOODSON ENDOWMENT CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE MARIE WOODSON ENDOWMENT CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK AS CO-TRUSTEE OF THE TRUST UTILIZES A THIRD-PARTY CONTRACTOR TO PREPARE TAX RETURNS FOR THIS TRUST. PRIOR TO FILING, A COPY OF EACH TAX RETURN IS PROVIDED TO PNC BANK, AS THE GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PARTY" UNDER THE POLICY. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 Return of Capital Adjustment $(391.03); 2023 Transaction Posted in 2024 $(1,228.83); 2022 Transaction Posted in 2023 $977.93; Rounding Adjustment $(6.07) UNIVERSITY OF LOUISVILLE FOUNDATION INC 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 TO ENHANCE THE UNVERSITY OF LOUISVILLE'S EDUC KY 501(C)(3) LINE 5 N/A false NORTON HOSPITAL 234 EAST GRAY STREET LOUISVILLE KY 40202 310914919 SUPPORT HOSPITAL KY 501(C)(3) LINE 3 N/A false false true false false false false false false false false false false false false false false false false false UNIVERSITY OF LOUISVILLE FOUNDATION INC b 33242 FMV NORTON HOSPITAL b 33242 FMV