2026-05-15T09:10:12-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2024-07-01 610444780 SPALDING UNIVERSITY INC SPAL 5025859911 845 SOUTH THIRD STREET LOUISVILLE KY 402032188 BETHANY DUPREE CFO 5025859911 2026-05-15 1 0 AMELIA SEBASTIAN P01251828 5025896050 2024 2025-03-06 01:10:19Z ANNE KENWORTHY 845 SOUTH THIRD STREET LOUISVILLE KY 402032188 53480667 0 X WWW.SPALDING.EDU X 1984 KY SPALDING UNIVERSITY IS A CO-EDUCATIONAL, INDEPENDENT INSTITUTION ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS AS A DOCTORAL LEVEL INSTITUTION. THE UNIVERSITY OFFERS PROGRAMS IN BUSINESS, NURSING, OCCUPATIONAL THERAPY, SOCIAL WORK, PYSCHOLOGY, CREATIVE WRITING, EDUCATION, AND OTHERS. 22 21 732 58 0 0 3062762 4857690 32506401 32382595 9953071 1076214 1538543 1625172 47060777 39941671 5528883 5928092 0 0 21605148 21007356 0 0 393065 15191421 15414718 42325452 42350166 4735325 -2408495 85460340 84064604 10790124 9326671 74670216 74737933 X SPALDING UNIVERSITY IS A DIVERSE COMMUNITY OF LEARNERS DEDICATED TO MEETING THE NEEDS OF THE TIMES IN THE TRADITION OF THE SISTERS OF CHARITY OF NAZARETH THROUGH QUALITY UNDERGRADUATE AND GRADUATE LIBERAL AND PROFESSIONAL STUDIES, GROUNDED IN SPIRITUAL VALUES, WITH EMPHASIS ON SERVICE AND THE PROMOTION OF PEACE AND JUSTICE. 0 0 25538465 5928092 29062001 INSTRUCTION FOR STUDENTS: STUDENTS GRADUATING FROM THE ATHLETIC TRAINING MASTER'S DEGREE ACHIEVED A 100% PASS RATE AND 100% JOB PLACEMENT RATE FOR THE 2024-25 GRADUATING CLASS. THE DOCTOR OF CLINICAL PSYCHOLOGY PROGRAM ACHIEVED A 98% INTERNSHIP MATCH RATE FOR THE 2024-25 ACADEMIC YEAR AND 89% OF DOCTOR OF OCCUPATIONAL THERAPY STUDENTS PASSED THE NATIONAL BOARD OF CERTIFICATION FOR (OCCUPATIONAL THERAPY (NBCOT) EXAMINATION. SPALDING EXPANDED ITS ACADEMIC OFFERINGS TO INCLUDE MASTER'S DEGREES IN BUSINESS ADMINISTRATION, CLINICAL PSYCHOLOGY, HEALTH SCIENCE, LEARNER-CENTERED PRACTICES, LEARNER-CENTERED SYSTEMS, AND MANAGEMENT. THREE UNDERGRADUATE DEGREES WERE ALSO ADDED: CYBERSECURITY, INFORMATION TECHNOLOGY, AND PROFESSIONAL WRITING. SPALDING'S ONLINE LEARNING CONTINUED TO EXPAND THROUGH COURSE DEVELOPMENT PARTNERSHIPS AND ENHANCED FACULTY TRAINING. 2858395 526928 STUDENT SERVICES: THE SPALDING EAGLES ATHLETIC TEAMS ARE A SOURCE OF PRIDE FOR THE UNIVERSITY. BOTH THE MEN'S SOCCER AND MEN'S BASEBALL TEAMS EARNED A SPOT IN THE NCAA DIVISION III TOURNAMENT IN 2024. ADDITIONALLY, ESPORTS AND MEN'S VOLLEYBALL WERE ADDED TO THE UNIVERSITY'S ATHLETIC TEAM PORTFOLIO. SPALDING UNIVERSITY MAINTAINED ITS STRONG COMMITMENT TO STUDENT SUPPORT. COUNSELING AND PSYCHOLOGICAL SERVICES (CAPS) PROVIDED OVER 275 THERAPY SESSIONS, WHILE EAGLE CARE OFFERED FLU AND COVID VACCINE CLINICS AND ADDED A NEW NURSE PRACTITIONER. STUDENT ENGAGEMENT REMAINED STRONG WITH EVENTS IN RESIDENCE LIFE, EXPANDED USE OF THE PELICAN PANTRY, AND PEER-LED LEADERSHIP THROUGH THE FIRST-YEAR EXPERIENCE PROGRAM. 6469602 3548217 ACADEMIC SUPPORT: SPALDING ADVANCED STUDENT ACHIEVEMENT THROUGH TARGETED ACADEMIC SUPPORT AND LEARNING RESOURCES. THE STUDENT ACADEMIC SUCCESS CENTER PROVIDED 500+ TUTORING SESSIONS, WITH INCREASED PARTICIPATION IN WRITING SUPPORT, SUCCESS COACHING, AND ELL SERVICES. EAGLE SCHOLARS AND SUMMER BRIDGE PROGRAMS CREATED STRUCTURED PATHWAYS FOR STUDENTS REQUIRING ADDITIONAL ACADEMIC PREPARATION. CAMPUS LEARNING RESOURCES INCLUDING THE LIBRARY, READING LAB, MATH LAB, AND WRITING CENTERSUPPORTED COURSE SUCCESS AND SKILL DEVELOPMENT, WITH TAILORED SERVICES FOR FIRST GENERATION STUDENTS AND ENGLISH LANGUAGE LEARNERS. 34866462 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2620 0 1 732 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X KATHERINE WEYHING 5028734315 845 SOUTH THIRD STREET LOUISVILLE KY 402032188 KELLIE R SHERYAK CHAIR 1.00 X X 0 0 0 MARK B CARTER FIRST VICE CHAIR 1.00 X X 0 0 0 SISTER SHARON GRAY SCN DME SECOND VICE CHAIR 1.00 X X 0 0 0 ISAAC J MYERS II MD SECRETARY 1.00 X X 0 0 0 AMY C RUDY TRUSTEE 1.00 X 0 0 0 BRIDGET PAPALIA TRUSTEE 1.00 X 0 0 0 DIANA QUESADA TRUSTEE 1.00 X 0 0 0 GENE M SMITH TRUSTEE 1.00 X 0 0 0 JACQUELINE L WOOD RN MSN TRUSTEE 1.00 X 0 0 0 JAMES A MORRIS TRUSTEE 1.00 X 0 0 0 JEAN W FRAZIER TRUSTEE 1.00 X 0 0 0 KIMBERLY L BUNTON TRUSTEE 1.00 X 0 0 0 MARSHA CARLTON WEINSTEIN TRUSTEE 1.00 X 0 0 0 MARY BETH BOWLING EDD TRUSTEE 1.00 X 0 0 0 MARY HAYNES TRUSTEE 1.00 X 0 0 0 NEVILLE BLAKEMORE TRUSTEE 1.00 X 0 0 0 PAUL M RATTERMAN EDD TRUSTEE 1.00 X 0 0 0 SARAH M JONES TRUSTEE 1.00 X 0 0 0 SR BRENDA JEAN GONZALES SCN TRUSTEE 1.00 X 0 0 0 SR M SERRA GOETHALS SCN PHD TRUSTEE 1.00 X 0 0 0 THOMAS F WILLIAMS JR PHD TRUSTEE 1.00 X 0 0 0 THOMAS S SIMS JR TRUSTEE 1.00 X 0 0 0 JOHN WILCOX FACULTY TRUSTEE 40.00 X 115991 0 9329 EZRA L KRUMHANSL CFO (END 5/25) 40.00 X 156941 0 31012 MELISSA CHASTAIN PROVOST 40.00 X 158274 0 33505 EMILY NORRIS GENERAL COUNSEL (END 1/25) 40.00 X 131310 0 30128 JOANNE BERRYMAN INTERIM PRESIDENT (END 12/24) 40.00 X 150102 0 4216 ANNE KENWORTHY PRESIDENT (START 1/25) 40.00 X 25990 0 2090 ERICA GRAY DEAN OF STUDENTS 40.00 X 102963 0 8648 SVJETLANA WATSON CHAIR OF NURSING 40.00 X 144492 0 22065 KURT JEFFERSON DEAN OF GRADUATE EDUCATION 40.00 X 139111 0 20807 MICHELLE C REISS CHAIR OF BUSINESS ADMINIST 40.00 X 139083 0 15055 NORAH KOCH ASSOC. PROFESSOR & ASSOC. CHAIR SOPP 40.00 X 137724 0 18781 PATTIE DILLON DEAN OF UNDERGRADUATE EDUCATION 40.00 X 131872 0 14451 VICTORIA M MCCLURE FORMER OFFICER 40.00 X 157969 0 15622 JOHN BURDEN FORMER OFFICER 40.00 X 159492 0 23403 LEWIS STRICKLAND FORMER HIGHEST COMPENSATED EMPLOYEE 40.00 X 167430 0 0 2018744 0 249112 27 1 1 0 KEYPATH EDUCATION LLC 1933 N MEACHAM ROAD SCHAUMBURG IL 60173 PROFESSIONAL SERVICES 1480196 JONES LANG LASALLE AMERICAS INC PO BOX 2847 LOUISVILLE KY 40201 MAINTENANCE AND CUSTODIAL 849805 COMPASS GROUP USA PO BOX 91337 CHICAGO IL 606931337 CLEANING SERVICES 381932 ELLUCIAN COMPANY LP 62578 COLLECTION CENTER DRIVE CHICAGO IL 606930625 COMPUTER HOSTING AND MAINTENANCE 351333 TWO REVOLUTIONS LLC 80 DUNDER ROAD BURLINGTON VT 05401 PROFESSIONAL SERVICES 315982 11 35815 1721206 3100669 1673872 4857690 TUITION AND FEES 611310 30622788 30622788 RESIDENCE HALL 721310 805419 805419 SPONSORED PROGRAMS 611310 599456 599456 REHAB CLINIC 611310 163007 163007 MASTERS OF FINE ARTS 611310 104205 104205 87720 87720 32382595 998440 998440 40399 0 40399 40399 40399 13280625 76150 13092041 186960 188584 -110810 77774 77774 91148 35815 61105 30043 30043 31410 14617 16793 16793 313062 184273 128789 128789 FOOD SERVICE 611710 773161 773161 FEES 611710 249755 239530 10225 REBATE/COMMISSION 611710 64332 64332 321900 321900 1409148 39941671 33137146 0 1946835 5928092 5928092 1402241 486808 915433 15977699 14056710 1673978 247011 542846 464950 68779 9117 1793861 835933 939203 18725 1290709 1069922 202308 18479 48000 48000 77675 77675 127970 127970 2984103 2260294 691844 31965 714422 120096 553044 41282 834910 480525 350065 4320 861018 861018 972280 952306 16869 3105 725961 696321 28027 1613 141134 138234 2449 451 1920414 1880963 33319 6132 395864 394133 1731 MAINTENANCE & REPAIRS 1742272 1706481 30228 5563 GRANT STIPENDS 1376554 1376554 0 0 FOOD SERVICE 296423 296423 BAD DEBT EXPENSE 276195 276195 1919523 1721717 192504 5302 42350166 34866462 7090639 393065 641393 1725967 8595600 2843419 925030 2071968 329381 281250 554418 514765 26745 15228 607441 626101 69619865 27072261 44072902 42547604 27831351 31510581 1876079 1927721 85460340 84064604 2532153 2650601 1390853 602316 5048216 4379938 1818902 1693816 10790124 9326671 X 42286934 39699292 32383282 35038641 74670216 74737933 85460340 84064604 X -2408495 2400055 76157 X 0 1 X 1 1 1 X 1796817 6221985 8196001 3062762 4857690 24135255 1796817 6221985 8196001 3062762 4857690 24135255 5201688 18933567 376079 361306 645321 862988 1038839 3284533 348829 624149 794446 1378062 1531706 4677192 32096980 174045726 0.58990 0.61540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2021 AMOUNT: $ 42,954. 2022 AMOUNT: $ 50,272. 2023 AMOUNT: $ 57,169. 2024 AMOUNT: $ 91,148. GAMING INCOME - 2021 AMOUNT: $ 30,330. 2022 AMOUNT: $ 31,070. 2023 AMOUNT: $ 19,760. 2024 AMOUNT: $ 31,410. OTHER INCOME - 2020 AMOUNT: $ 348,829. 2021 AMOUNT: $ 550,865. 2022 AMOUNT: $ 713,104. 2023 AMOUNT: $ 1,301,133. 2024 AMOUNT: $ 1,409,148. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31797720 580944 3350176 1042206 34686634 28250023 978768 3311051 742122 31797720 22595678 4713826 1940519 1000000 28250023 26379566 10020 -2793908 1000000 22595678 20916319 475973 5687274 700000 26379566 0.13000 0.50000 0.37000 0 0 11904895 11904895 47100791 21674309 25426482 730355 129176 601179 9872608 5268776 4603832 11216 11216 42547604 REFUNDABLE GOVERNMENT LOANS 753373 OTHER LONG TERM LIABILITIES 940443 1693816 X 36621813 2400055 336152 2736207 33885606 127973 5928092 6056065 39941671 36554096 259995 259995 36294101 127973 5928092 6056065 42350166 PART V, LINE 4: THE PURPOSE OF THE UNIVERSITY'S ENDOWMENT IS TO PROVIDE FUNDING FOR THE SCHOLARSHIP PROGRAMS AND OTHER RESTRICTED PURPOSES WITH THE GOAL OF SUPPORTING THE MISSION OF SPALDING UNIVERSITY. PART X, LINE 2: THE UNIVERSITY IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GAAP PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS OR LIABILITIES ARE RECOGNIZED ONLY IF THE TAX POSITION WOULD MORE-LIKELY-THAN-NOT BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT OR LIABILITY THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT OR LIABILITY IS RECORDED. MANAGEMENT HAS CONCLUDED THAT THEY ARE UNAWARE OF ANY TAX BENEFITS OR LIABILITIES TO BE RECOGNIZED AT JUNE 30, 2025 AND 2024 AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT 12 MONTHS. THE UNIVERSITY WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE UNIVERSITY DOES NOT HAVE AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT VALUE 76,157. COST OF GOODS SOLD 184,273. FUNDRAISING EXPENSES 75,722. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,928,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 184,273. FUNDRAISING EXPENSES 75,722. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,928,092. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SPALDING UNIVERSITY IS AN EQUAL OPPORTUNITY EDUCATION INSTITUTION. THE UNIVERSITY DOES NOT DISCRIMINATE AGAINST QUALIFIED APPLICANT, PARTICIPANT, EMPLOYEE OR BENEFICIARY ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, AGE, DISABILITY, RELIGION, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY, MARITIAL STATUS, MILITARY STATUS, VETERAN STATUS, OR OTHER PROTECTED STATUS. (STATEMENTS COMPARABLE TO THIS APPEAR IN THE UNIVERSITY'S RECRUITMENT PUBLICATIONS.) THE POLICY CAN BE FOUND AT HTTPS://SPALDING.EDU/. SCHEDULE E, PART I, LINE 6 SPALDING UNIVERSITY RECEIVES FEDERAL AID FOR STUDENTS UNDER TITLE IV AND RECEIVES FEDERAL AND STATE GRANTS AS WELL. BRACKETOLOGY 126963 35815 91148 2500 22252 36353 126963 35815 91148 2500 22252 36353 61105 30043 31410 14305 312 1 1.00000 31410 14305 312 14617 16793 KY 1 0 0 0 1.00000 B CLINARD 845 S 3RD STREET LOUISVILLE KY 40203 0 B CLINARD 1153 OVERSEE THE RAFFLE X 0 1 SFA NEED BASED 285 672868 0 SFA MERIT 392 3085136 0 GRADUATE ASSISTANT/SCHOLARSHIPS 131 574984 0 ENDOWED/RESTRICTED AID 175 1012130 0 OTHER 247 582974 0 PART I, LINE 2: ALL ASSISTANCE THAT IS PROVIDED THROUGH THE UNIVERSITY TO STUDENTS IS DESIGNATED FOR TUITION, FEES, BOOKS, AND OTHER DIRECT EDUCATIONAL COSTS. THE FINANCIAL AID OFFICE AND FINANCE OFFICE OF THE UNIVERSITY MONITORS AND CONTROLS DISBURSEMENT OF ALL ASSISTANCE. 0 1 0 0 0 0 0 0 0 MELISSA CHASTAIN PROVOST 156718 0 0 0 1556 0 24885 0 8620 0 191779 0 0 0 EZRA L KRUMHANSL CFO (END 5/25) 155941 0 0 0 1000 0 23266 0 7746 0 187953 0 0 0 JOHN BURDEN FORMER OFFICER 158405 0 0 0 1087 0 15020 0 8383 0 182895 0 0 0 VICTORIA M MCCLURE FORMER OFFICER 157223 0 0 0 746 0 7930 0 7692 0 173591 0 0 0 LEWIS STRICKLAND FORMER HIGHEST COMPENSATED EMPLOYEE 0 0 0 0 167430 0 0 0 0 0 167430 0 0 0 SVJETLANA WATSON CHAIR OF NURSING 144356 0 0 0 136 0 15450 0 6615 0 166557 0 0 0 EMILY NORRIS GENERAL COUNSEL (END 1/25) 130575 0 0 0 735 0 23517 0 6611 0 161438 0 0 0 KURT JEFFERSON DEAN OF GRADUATE EDUCATION 138725 0 0 0 386 0 14242 0 6565 0 159918 0 0 0 NORAH KOCH ASSOC. PROFESSOR & ASSOC. CHAIR SOPP 137683 0 0 0 41 0 14451 0 4330 0 156505 0 0 0 JOANNE BERRYMAN INTERIM PRESIDENT (END 12/24) 146800 0 0 0 3302 0 178 0 4038 0 154318 0 0 0 MICHELLE C REISS CHAIR OF BUSINESS ADMINIST 138033 0 0 0 1050 0 8476 0 6579 0 154138 0 0 0 PART I, LINE 4B LEWIS R. STRICKLAND - $167,430 X 1 10936 FAIR MARKET VALUE X 10% OF TRUST STATEMENT - INVESTMENTS PRIMARILY IN MONEY MARKET THAT IN 1 1515936 FAIR MARKET VALUE X PROFESSIONAL FEES 1 95000 COST X USED HOSPITAL BEDS 13 52000 COST 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF OFFICERS OF THE GOVERNING BODY TO ADDRESS ONLY SPECIFIC ISOLATED MANAGERIAL ISSUES THAT DO NOT REQUIRE FULL BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B IT IS SPALDING UNIVERSITY'S POLICY THAT THE AUDIT COMMITTEE WILL BE RESPONSIBLE FOR THE INTERNAL REVIEW OF THE INTERNAL REVENUE SERVICE FORM 990 THAT IS TO BE FILED. UPON APPROVAL OF THE AUDIT COMMITTEE, THE FORM 990 SHALL BE PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE CHAIRS OF THE FINANCE AND AUDIT COMMITTEES WILL APPROVE THE FILING OF THE FORM 990 WITH THE IRS. THE BOARD OF TRUSTEES IS RELYING ON THE UNIVERSITY STAFF, THE AUDIT COMMITTEE AND INDEPENDENT ACCOUNTANTS TO COMPLETE AND EXAMINE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY EACH BOARD MEMBER AND ANY EMPLOYEE WHO INTERFACES WITH THE BOARD. THE CFO AND FINANCE OFFICE REVIEW THE QUESTIONNAIRES. ANY CONFLICTS ARE THEN DISCUSSED WITH THE PRESIDENT AND CHAIRMAN OF THE BOARD, AND ANY BOARD MEMBER WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST WOULD ABSTAIN FROM VOTING ON ANY ISSUES SURROUNDING THAT CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. FORM 990, PART VI, SECTION B, LINE 15A: THE BOARD OF TRUSTEES REVIEWS AND DETERMINES THE COMPENSATION OF THE UNIVERSITY PRESIDENT USING INDUSTRY SALARY BENCHMARKS AND OTHER RELEVANT ECONOMIC DATA. DOCUMENTATION OF SAID DELIBERATIONS WERE RETAINED BY THE EXECUTIVE COMMITTEE IN MEETING NOTES. THIS PROCESS WAS LAST CONDUCTED IN DECEMBER 2021. WITH FULL KNOWLEDGE AND UNDERSTANDING THE PRESIDENT ELECTED TO WAIVE ANY ADDITIONAL COMPENSATION ABOVE WHAT IS REPORTED HERE. FORM 990, PART VI, SECTION B, LINE 15B: THE UNIVERSITY PRESIDENT, PROVOST AND HUMAN RESOURCES MANAGER REVIEW AND DETERMINE THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES USING CUPA SALARY SCALES AND OTHER RELEVANT ECONOMIC AND INDUSTRY DATA. DOCUMENTATION OF DELIBERATIONS WERE RETAINED IN EACH RELEVANT MEETING'S NOTES. PROCESS WAS LAST CONDUCTED IN DECEMBER 2021. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT VALUE 76,157. CHARITABLE REMAINDER TRUST 845 SOUTH THIRD STREET LOUISVILLE KY 402032188 INVESTMENTS KY N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0