Civic Intelligence

University of Louisville Trust

EIN 31-1076169 • 501(c)3 • Pittsburgh, PA

Profile

Support of educational programs and services at the university of louisville

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$178,858

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

57th percentile

7.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$28,265,203

Up $1,881,913 (+7.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$28,265,203

Up $1,881,913 (+7.1%) from 2024

Operations
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$3,479,620

Up $1,296,166 (+59%) from 2024

Expenses

Up

$1,589,256

Up $57,194 (+3.7%) from 2024

Net Income

Up

$1,890,364

Up $1,238,972 (+190%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $15,044,582Liabilities 2011: $0Net Assets 2011: $15,044,5822011Assets 2012: $15,421,760Liabilities 2012: $0Net Assets 2012: $15,421,7602012Assets 2013: $16,595,742Liabilities 2013: $0Net Assets 2013: $16,595,7422013Assets 2014: $18,752,177Liabilities 2014: $0Net Assets 2014: $18,752,1772014Assets 2015: $19,366,654Liabilities 2015: $0Net Assets 2015: $19,366,6542015Assets 2016: $20,756,398Liabilities 2016: $0Net Assets 2016: $20,756,3982016Assets 2019: $23,328,686Liabilities 2019: $0Net Assets 2019: $23,328,6862019Assets 2020: $23,633,958Liabilities 2020: $0Net Assets 2020: $23,633,9582020Assets 2021: $25,514,608Liabilities 2021: $0Net Assets 2021: $25,514,6082021Assets 2022: $25,617,752Liabilities 2022: $0Net Assets 2022: $25,617,7522022Assets 2023: $25,726,290Liabilities 2023: $0Net Assets 2023: $25,726,2902023Assets 2024: $26,383,290Liabilities 2024: $0Net Assets 2024: $26,383,2902024Assets 2025: $28,265,203Liabilities 2025: $0Net Assets 2025: $28,265,2032025

Highlighted filing

2025

Assets$28,265,203
Liabilities$0
Net Assets$28,265,203
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $1,018,5002011Expenses 2012: $949,2542012Expenses 2013: $1,015,2872013Revenue 2014: $3,129,071Expenses 2014: $972,636Net Income 2014: $2,156,4352014Revenue 2015: $1,373,659Expenses 2015: $807,917Net Income 2015: $565,7422015Revenue 2016: $1,451,705Expenses 2016: $61,959Net Income 2016: $1,389,7462016Revenue 2019: $2,266,974Expenses 2019: $1,344,169Net Income 2019: $922,8052019Revenue 2020: $1,411,552Expenses 2020: $1,106,283Net Income 2020: $305,2692020Revenue 2021: $2,153,545Expenses 2021: $257,765Net Income 2021: $1,895,7802021Revenue 2022: $2,330,921Expenses 2022: $2,243,650Net Income 2022: $87,2712022Revenue 2023: $1,586,335Expenses 2023: $1,474,645Net Income 2023: $111,6902023Revenue 2024: $2,183,454Expenses 2024: $1,532,062Net Income 2024: $651,3922024Revenue 2025: $3,479,620Expenses 2025: $1,589,256Net Income 2025: $1,890,3642025

Highlighted filing

2025

Revenue$3,479,620
Expenses$1,589,256
Net Income$1,890,364
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$28,265,203
Liabilities
$0
Net assets
$28,265,203
Revenue
$3,479,620
Expenses
$1,589,256
Net income
$1,890,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$3.48$1.59$1.89
2024Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$2.18$1.53$0.65
2023Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.59$1.47$0.11
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$2.33$2.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.15$0.26$1.90
2020Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.41$1.11$0.31
2019Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$2.27$1.34$0.92
2016Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.45$0.06$1.39
2015Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.37$0.81$0.57
2014Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$3.13$0.97$2.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.00$16.6$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$12,831,646
Mission and Program Overview

Mission

Support of educational programs and services at the university of louisville

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$26,383,290$28,265,203▲ $1,881,913
Investments in Publicly Traded Securities$25,044,414$21,289,547▼ $3,754,867
Investments Other Securities-$5,446,418-
Savings and Temporary Cash Investments$1,338,876$1,529,238▲ $190,362
Total Assets$26,383,290$28,265,203▲ $1,881,913
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,383,290$28,265,203▲ $1,881,913
Total Liabilities and Net Assets / Fund Balance$26,383,290$28,265,203▲ $1,881,913
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
-Trustee$178,858$178,858
Revenue and Support

Revenue Composition

Contributions and Grants
$212,356
Program Service Revenue
$0
Investment Income
$3,267,264
Other Revenue
$0
All Other Contributions
$212,356
Change in Net Assets
$1,890,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,357,205
Salaries, Compensation, and Employee Benefits$178,858
Other Expenses$53,193
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,357,205--$1,357,205
Current Officers, Directors, Trustees, and Key Employees$35,771$143,087-$178,858
Fees for Services Management-$29,454-$29,454
Other Expenses-$2,202-$2,202
Total Functional Expenses$1,392,976$196,280$0$1,589,256
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of LouisvilleLouisville, KY501(c)(3)To Promote and Enhance Academic Excellence of University of Louisville and Quality of Supporting Programs by Operating Exclusively for Charitable, Scientific, Literary, Educ Purposes$1,357,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Univ of louisville 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

“Univ of louisville 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 sole trustee of the trust prepares the tax returns for this trust, thus form 990 is prepared by 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 person under the policy.”

Form 990, Page 6, Part VI, Line 18

“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.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request”

Filing and Contact Details

Filer

Filer Name
University of Louisville Trust
EIN
31-1076169
Phone
4124488772
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4124488772
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Spagnolo
Formed
1983
Legal Domicile
Ky
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj: ($4,763), wash sale adj: ($562), cy pending sales:($9,362), py pending sales: $10,832, roc on cy sales:($1412), py domestic div adj: ($3,468), cost basis adj: $284”

Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum04124488772
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 First Ave P7-PFSC-03-Z
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015219
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0178858
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt03479620
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
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IRS990/ForeignActivitiesInd0false
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IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0178858
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02519759
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01357205
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01357205
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01357205
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011871785
IRS990/GrossReceiptsAmt012831646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0747505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0747505
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05446418
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025044414
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021289547
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09352026
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0SUPPORT OF EDUCATIONAL PROGRAMS AND SERVICES AT THE UNIVERSITY OF LOUISVILLE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt026383290
IRS990/NetAssetsOrFundBalancesEOYAmt028265203
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02519759
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02519759
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-8451
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/Desc1ADR FEES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX - QUAL DIV
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES - NONQUAL DIV
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011673
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24352
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TINA SPAGNOLO
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The purpose of this trust is to promote and enhance the academic excellence of the University of Louisville and the quality of the universitys supporting programs by creating a source of private funds, independent of the University and Commonwealth of Kentucky to carry out these objectives by holding restricted assets for the benefit of the University and its programs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1By managing the funds of these restricted assets the trust is engaged in activities that substantially further the exempt purposes of the supported organization which is also a governmental unit
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Through a Memorandum of Understanding between the University of Louisville and the University of Louisville Foundation, the Foundation has been designated to receive and steward philanthropic gifts and support for the benefit of the University. Thus, funds are distributed from these two trusts to the foundation instead of directly to the university.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The agreement called for an investment committee that required certain members of the university to serve on the committee. Under the conversion to unitrust/modification of trust agreement it was agreed by the university and trustee that this requirement would be removed and instead it would require PNC to have sole investment powers but require them to meet with the
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Foundation investment committee at least annually to conduct an investment review and allow the foundation to provide relevant information regarding the Universities needs in developing the investment policies.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Sch A Part IV Sec E line 1c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Sch A Part IV Sec E line 1c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Sch A Part IV Sec D lines 2 and 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch A Part IV Sec D lines 2 and 3 cont.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Sch A Part IV Sec D lines 2 and 3 cont.
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237078461
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt01357205
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROMOTE AND ENHANCE ACADEMIC EXCELLENCE OF UNIVERSITY OF LOUISVILLE AND QUALITY OF SUPPORTING PROGRAMS BY OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUC PURPOSES
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040202
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY OF LOUISVILLE 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIV OF LOUISVILLE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNIV OF LOUISVILLE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING ADJ: ($4,763), WASH SALE ADJ: ($562), CY PENDING SALES:($9,362), PY PENDING SALES: $10,832, ROC ON CY SALES:($1412), PY DOMESTIC DIV ADJ: ($3,468), COST BASIS ADJ: $284
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04124488772
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF LOUISVILLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T11:01:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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