CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX (EIN 86-0465177)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202403189349307175
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:32:52-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860465177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Community Foundation for the Diocese of Phoenix | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % James Carabajal | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4806518800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Lakeshore Dr STE 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Carabajal | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4806518800 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle Felix | PreparerPersonNm |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James Carabajal | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Lakeshore Dr STE 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,204,500 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ccfphx.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | The Catholic Community Foundation is an independent 501c3 and a recognized Canonical entity that encourages compassionate charitable giving to provide sustainable support for those who serve our community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,015,720 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,744,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $974,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,140,067 | CYProgramServiceRevenueAmt |
| PY Investment Income | $613,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,992,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,464 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,733,823 | PYTotalRevenueAmt |
| CY Total Revenue | $8,876,470 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,116,977 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,400,768 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $965,256 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,081,632 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $645,935 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $532,401 | PYOtherExpensesAmt |
| CY Other Expenses | $452,100 | CYOtherExpensesAmt |
| PY Total Expenses | $3,629,634 | PYTotalExpensesAmt |
| CY Total Expenses | $4,934,500 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,104,189 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,941,970 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,455,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,311,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,525,032 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,096,964 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,930,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,214,911 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Catholic Community Foundation is an independent 501c3 and a recognized Canonical entity that encourages compassionate charitable giving to provide sustainable support for those who serve our community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,069,051 | ExpenseAmt |
| Grant | $2,069,051 | GrantAmt |
| Revenue | $76,619 | RevenueAmt |
| Desc | Donor-Advised Fund Program - The Catholic Community Foundation CCF, or the Foundation offers both a traditional donor-advised fund DAF and a complimentary DAF option, allowing donors to choose their preferred investment strategy. The traditional DAF is invested in the market, while the complimentary DAF remains uninvested. A key feature of CCFs DAF program is that all funds are invested in Catholic-compliant portfolios that align with Catholic Social Teaching, as outlined by the United States Conference of Catholic Bishops USCCB. This program upholds Catholic values by enabling grants to all eligible organizations that adhere to these teachings, providing a diverse array of options for philanthropic support. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $894,019 | ExpenseAmt |
| Grant | $886,931 | GrantAmt |
| Revenue | $670,926 | RevenueAmt |
| Desc | Endowment Program -The Catholic Community Foundation professionally manages permanent, temporary, and quasi-endowments for nonprofits and individuals as a core service offering. All endowments are invested in a professionally managed, commingled investment pool that aligns with Catholic Social Teaching, as prescribed by the United States Conference of Catholic Bishops USCCB. This investment strategy is 99 Catholic screened, and all proxy votes are cast in accordance with Catholic values. The Foundation acts as a fiduciary to ensure the endowment lasts in perpetuity and complies with the regulations of the Uniform Prudent Management of Institutional Funds Act UPMIFA. The Foundation also offers an endowment building program for nonprofits called endowment drives, which utilize matching funds to encourage donors to learn about the purpose and uses of an endowment while contributing to the funds growth for the future. The Foundation has a 1 million matching program to support permanent endowments within the community, having matched nearly 4 million in the past five fiscal years. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $300,463 | ExpenseAmt |
| Grant | $300,463 | GrantAmt |
| Desc | Scholarship Programs - The Catholic Community Foundation provides scholarship opportunities for students attending Catholic elementary and high schools within the Diocese of Phoenix, as well as for post-secondary students. The Foundation offers a service-based scholarship, known as the Christian Service Award, alongside a needs-based tuition assistance program, known as the Catholic Community Foundation Scholarship. Additionally, the Foundation allows for named and memorial scholarships, which can be detailed and specific or generic in nature. All applications are evaluated by an independent volunteer committee. In fiscal year 2024, the Foundation awarded 300,463 in scholarship funds to 130 students across 8 Catholic elementary schools, 8 Catholic high schools, and 9 post-secondary institutions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $392,567 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $144,323 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $37,130 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,656,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tyler Greuel | PersonNm |
| Phone | 4806518808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Lakeshore Dr Ste 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| James Carabajal | ||||||
| CEO | 040.00 | Yes (X) | $228,141 | $0 | $17,682 | |
| Kyle Felix | ||||||
| COO/CFO | 040.00 | Yes (X) | $177,627 | $0 | $17,182 | |
| Bishop John Dolan | ||||||
| Bishop | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Kevin Camberg | ||||||
| Chairman | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gary Naquin | ||||||
| Vice Chairman | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kevin Boudreau | ||||||
| Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Brett Johnson | ||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Fr John Muir | ||||||
| Vicar General | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Karen Abraham | ||||||
| Immediate Past Chair | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Maria Chavira | ||||||
| Chancellor, Ex-Officio | 001.00 | $0 | $0 | $0 | Yes (X) | |
| F Michael Geddes | ||||||
| Lifetime Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Cathy Bergmann | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Fr John Bonavitacola | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Campisano | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Janine Campo | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Ann Couch | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Deb Frere | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Sr Mary Jordan Hoover | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Fr Matthew Lowry | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Dr Connie Mariano | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Lisa Reilly Payton | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Cynthia Scheller | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Tony Tanner | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $405,768 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $34,864 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $5,744,136 | AllOtherContributionsAmt |
| Noncash Contributions | $597,254 | NoncashContributionsAmt |
| Total Contributions | $5,744,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fee | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $1,140,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,140,067 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,140,067 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,512,763 | TotalRevenueColumnAmt |
| Exclusion | $2,512,763 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,807,534 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,328,030 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$520,496 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$520,496 | TotalRevenueColumnAmt |
| Exclusion | -$520,496 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,876,470 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,140,067 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,992,267 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,100,305 | TotalAmt |
| Program Services | $3,100,305 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,463 | TotalAmt |
| Program Services | $300,463 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,082 | TotalAmt |
| Program Services | $80,425 | ProgramServicesAmt |
| Management And General | $154,585 | ManagementAndGeneralAmt |
| Fundraising | $208,072 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,145 | TotalAmt |
| Program Services | $69,364 | ProgramServicesAmt |
| Management And General | $133,325 | ManagementAndGeneralAmt |
| Fundraising | $179,456 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,719 | TotalAmt |
| Program Services | $15,559 | ProgramServicesAmt |
| Management And General | $29,906 | ManagementAndGeneralAmt |
| Fundraising | $40,254 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,199 | TotalAmt |
| Program Services | $20,474 | ProgramServicesAmt |
| Management And General | $41,754 | ManagementAndGeneralAmt |
| Fundraising | $52,971 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,487 | TotalAmt |
| Program Services | $10,072 | ProgramServicesAmt |
| Management And General | $19,358 | ManagementAndGeneralAmt |
| Fundraising | $26,057 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,315 | TotalAmt |
| Management And General | $6,315 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,634 | TotalAmt |
| Management And General | $40,634 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,768 | TotalAmt |
| Program Services | $1,950 | ProgramServicesAmt |
| Management And General | $16,898 | ManagementAndGeneralAmt |
| Fundraising | $7,920 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,220 | TotalAmt |
| Program Services | $2,303 | ProgramServicesAmt |
| Management And General | $13,270 | ManagementAndGeneralAmt |
| Fundraising | $43,647 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786 | TotalAmt |
| Program Services | $1,550 | ProgramServicesAmt |
| Management And General | $6,358 | ManagementAndGeneralAmt |
| Fundraising | $1,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,804 | TotalAmt |
| Program Services | $2,687 | ProgramServicesAmt |
| Management And General | $5,165 | ManagementAndGeneralAmt |
| Fundraising | $6,952 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,124 | TotalAmt |
| Program Services | $9,280 | ProgramServicesAmt |
| Management And General | $17,836 | ManagementAndGeneralAmt |
| Fundraising | $24,008 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,990 | TotalAmt |
| Program Services | $521 | ProgramServicesAmt |
| Management And General | $2,232 | ManagementAndGeneralAmt |
| Fundraising | $8,237 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,449 | TotalAmt |
| Management And General | $5,760 | ManagementAndGeneralAmt |
| Fundraising | $689 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,103 | TotalAmt |
| Program Services | $1,633 | ProgramServicesAmt |
| Management And General | $32,245 | ManagementAndGeneralAmt |
| Fundraising | $4,225 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Computer Software and Subscriptions | $49,340 | $427 | $48,811 | $102 |
| Sponsorships | $35,927 | $35,927 | ||
| Furniture, Fixtures, Equipment | $18,159 | $410 | $17,201 | $548 |
| Donor Meetings and Appreciation | $16,778 | $6,947 | $9,831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,703 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
| Management And General | $33,865 | ManagementAndGeneralAmt |
| Fundraising | $31,088 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,934,500 | TotalAmt |
| Program Services | $3,656,100 | ProgramServicesAmt |
| Management And General | $632,465 | ManagementAndGeneralAmt |
| Fundraising | $645,935 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,126 | BOYAmt |
| EOY | $264,361 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,658 | BOYAmt |
| EOY | $35,138 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $64,667 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,000 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,509,885 | BOYAmt |
| EOY | $117,941,043 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,602,909 | BOYAmt |
| EOY | $3,731,132 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,777 | BOYAmt |
| EOY | $275,534 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,455,355 | BOYAmt |
| EOY | $122,311,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,561 | BOYAmt |
| EOY | $119,273 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,000 | BOYAmt |
| EOY | $69,075 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $126,728 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,098,748 | BOYAmt |
| EOY | $41,379,742 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,723 | BOYAmt |
| EOY | $2,402,146 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,525,032 | BOYAmt |
| EOY | $44,096,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,284,008 | BOYAmt |
| EOY | $26,356,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,646,315 | BOYAmt |
| EOY | $51,858,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,930,323 | BOYAmt |
| EOY | $78,214,911 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,455,355 | BOYAmt |
| EOY | $122,311,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,941,970 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,997,770 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$1,111,521 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$543,631 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,160,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,257,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,164,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,146,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,744,136 | CurrentTaxYearAmt |
| Total | $35,472,975 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,160,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,257,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,164,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,146,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,744,136 | CurrentTaxYearAmt |
| Total | $35,472,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,350,622 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,122,353 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,062,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,289,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,935,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,285,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,512,763 | CurrentTaxYearAmt |
| Total | $9,085,346 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,280 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,566,652 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,795,598 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 81 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 19 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,736,221 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $137,651 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,343,111 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $268,886 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,684,929 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,149,821 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,476,537 | BeginningYearBalanceAmt |
| Contributions | $2,096,838 | ContributionsAmt |
| Investment Earnings Or Losses | $6,574,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,969,696 | OtherExpendituresAmt |
| End Year Balance | $54,178,274 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,564,005 | BeginningYearBalanceAmt |
| Contributions | $6,755,744 | ContributionsAmt |
| Investment Earnings Or Losses | $5,037,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,880,573 | OtherExpendituresAmt |
| End Year Balance | $47,476,537 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,456,299 | BeginningYearBalanceAmt |
| Contributions | $6,176,350 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,628,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,439,666 | OtherExpendituresAmt |
| End Year Balance | $37,564,005 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,712,524 | BeginningYearBalanceAmt |
| Contributions | $2,288,617 | ContributionsAmt |
| Investment Earnings Or Losses | $8,663,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,208,814 | OtherExpendituresAmt |
| End Year Balance | $38,456,299 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,343,451 | BeginningYearBalanceAmt |
| Contributions | $870,677 | ContributionsAmt |
| Investment Earnings Or Losses | $920,031 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,421,635 | OtherExpendituresAmt |
| End Year Balance | $29,712,524 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Annuity Liability | $2,130,175 |
| Operating Lease Liability | $271,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,402,146 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,219,088 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,997,770 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$145,366 | OtherRevenueAmt |
| Revenue Not Reported | $7,852,404 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,366,684 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,111,521 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $398,265 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,509,786 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,876,470 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,934,500 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,934,500 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,934,500 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IV 2B | Part IV Line 2B From time-to-time other not-for-profit organizations seek to establish a fund with the Foundation with its own funds and specifies itself as the beneficiary of that fund. In each instance, the Foundation maintains variance power and legal ownership of agency endowment funds and as such continues to report the funds as cash and investments of the Foundation. However, in accordance with SFAS No. 136, a liability has been established for the fair value of the funds, which is generally equivalent to the present value of future payments expected to be made to the NPOs. |
| XI 2D | Change in Split Interest Trust -145,366 |
| X 2 | The Foundation qualifies as a tax-exempt organization under section 501c3 of the Internal Revenue Code The Code and, accordingly, there is no provision for income taxes. In addition, the Foundation qualifies for the charitable contribution deduction under Section 170 of The Code and has been classified as an organization that is not a private foundation. Income determined to be unrelated business taxable income would be taxable. The Foundation evaluates its uncertain tax positions, if any, on a continual basis through review of its policies and procedures, review of its regular tax filings and discussions with outside experts. The Foundations federal return of organization exempt from income tax form 990 for fiscal 2021, 2022 and 2023 are subject to examination by the IRS, generally for three years after they were filed. |
| XI 4B | Interest Expense 398,265 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (102 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aid to Women Center | |||||||
| 1328 East Apache Blvd | Tempe | AZ | 85281 | 860528953 | 501C3 | $24,880 | Program Support |
| All Saints Catholic Newman Center | |||||||
| 230 E University Dr | Tempe | AZ | 852813730 | 300514126 | 501C3 | $33,385 | Program Support |
| Amanda Hope Rainbow Angels | |||||||
| 340 E Coronado Rd 100 | Phoenix | AZ | 85004 | 462522889 | 501C3 | $25,000 | Program Support |
| Andre House | |||||||
| PO Box 2014 | Phoenix | AZ | 850012014 | 860717841 | 501C3 | $41,100 | Program Support |
| Augustine Institute | |||||||
| 6160 S Syracuse Way Ste 310 | Greenwood Village | CO | 80111 | 202349108 | 501C3 | $102,931 | Program Support |
| B Charitable | |||||||
| 1919 Oxmoor Road 246 | Homewood | AL | 352093502 | 852280049 | 501C3 | $43,200 | Program Support |
| Benedictine College Ministry Fund | |||||||
| 1020 N 2nd St | Atchison | KS | 66002 | 480777079 | 501C3 | $15,000 | Program Support |
| Blessed Sacrament Catholic Church | |||||||
| 11300 N 64th St | Scottsdale | AZ | 852545007 | 371575917 | 501C3 | $5,914 | Program Support |
| Brophy College Preparatory | |||||||
| 4701 North Central Avenue | Phoenix | AZ | 85012 | 860119984 | 501C3 | $10,000 | Program Support |
| Catholic Charities Community Services | |||||||
| 5151 N 19th Ave | Phoenix | AZ | 850153224 | 860223999 | 501C3 | $31,000 | Program Support |
| Catholic Charities USA | |||||||
| 2050 Ballenger Ave Suite 400 | Alexandria | VA | 22314 | 530196620 | 501C3 | $30,000 | Program Support |
| Catholic Education Arizona | |||||||
| 5353 N 16th St Unit 330 | Phoenix | AZ | 85016 | 860937587 | 501C3 | $8,105 | Program Support |
| Catholic Information Center | |||||||
| 1501 K Street NW Ste 175 | Washington | DC | 20005 | 521790727 | 501C3 | $7,000 | Program Support |
| Christ the King Parish | |||||||
| 1551 E Dana Ave | Mesa | AZ | 85204 | 300513890 | 501C3 | $28,528 | Program Support |
| Christian Brothers High School | |||||||
| 1850 De La Salle Dr | St Louis | MO | 63141 | 430653280 | 501C3 | $5,000 | Program Support |
| City of the Lord | |||||||
| 711 W University Dr | Tempe | AZ | 85281 | 860351356 | 501C3 | $10,000 | Program Support |
| Corpus Christi Catholic Church | |||||||
| 3550 E Knox Rd | Phoenix | AZ | 850443500 | 860944484 | 501C3 | $5,900 | Program Support |
| Crosier Fathers and Brothers | |||||||
| PO Box 90428 | Phoenix | AZ | 850660428 | 813525518 | 501C3 | $9,500 | Program Support |
| Cursillo Movement of Phoenix | |||||||
| 4633 N 54th St | Phoenix | AZ | 850181904 | 320268278 | 501C3 | $9,038 | Program Support |
| Diocese of Phoenix - Bishop's Office | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $408,320 | Program Support |
| Diocese of Phoenix - CDA | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $45,300 | Program Support |
| Diocese of Phoenix - Office of Mission Advancement | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $514,014 | Program Support |
| Diocese of Spokane | |||||||
| 525 E Mission Avenue | Spokane | WA | 99202 | 910564957 | 501C3 | $15,000 | Program Support |
| Duke University's Fuqua School of Business | |||||||
| 100 Fuqua Dr Box 90120 | Durham | NC | 27708 | 560532129 | 501C3 | $5,000 | Program Support |
| E3-Africa | |||||||
| 18521 E Queen Creek Rd Ste 105-273 | Queen Creek | AZ | 85142 | 260843107 | 501C3 | $7,618 | Program Support |
| El Cristo Rey Catholic Church | |||||||
| PO Box 505 | Grand Canyon | AZ | 860230505 | 320267828 | 501C3 | $10,000 | Program Support |
| Eternal Word Television Network | |||||||
| 5817 Old Leeds Rd | Irondale | AL | 352109948 | 630801391 | 501C3 | $5,500 | Program Support |
| Fellowship of Catholic University Students (FOCUS) | |||||||
| PO Box 17408 | Denver | CO | 80217 | 841522811 | 501C3 | $7,000 | Program Support |
| First Way Pregnancy Center | |||||||
| 3501 N 16th St | Phoenix | AZ | 850166419 | 237216073 | 501C3 | $7,000 | Program Support |
| Floriani | |||||||
| 6216 S Opal Dr | Chandler | AZ | 85249 | 861826148 | 501C3 | $12,000 | Program Support |
| Franciscan Friars of the Holy Spirit | |||||||
| 5447 W Pecos Rd | Laveen | AZ | 85339 | 813710810 | 501C3 | $20,000 | Program Support |
| Franciscan Renewal Center | |||||||
| 5802 E Lincoln Dr | Scottsdale | AZ | 852534124 | 860720036 | 501C3 | $7,796 | Program Support |
| FSL Programs | |||||||
| 1201 E Thomas Rd | Phoenix | AZ | 85014 | 860411904 | 501C3 | $13,000 | Program Support |
| FullCircle Program | |||||||
| 1955 W Baseline Rd Ste 113-431 | Mesa | AZ | 85202 | 813986834 | 501C3 | $14,250 | Program Support |
| Give Kids the World Village | |||||||
| 210 S Bass Rd | Kissimmee | FL | 34746 | 592654440 | 501C3 | $15,000 | Program Support |
| Halcyon Movement | |||||||
| 1068 Northumberland Ct | Wellington | FL | 33414 | 474823777 | 501C3 | $50,000 | Program Support |
| Hawaii Catholic Community Foundation | |||||||
| 1184 Bishop St | Honolulu | HI | 968132859 | 364641613 | 501C3 | $5,000 | Program Support |
| Holy Family Hospital of Bethlehem Foundation | |||||||
| 2000 P St NW Ste 310 | Washington | DC | 20036 | 522050117 | 501C3 | $12,500 | Program Support |
| Holy Trinity Catholic Newman Center | |||||||
| 520 W Riordan Rd | Flagstaff | AZ | 86001 | 860223974 | 501C3 | $10,500 | Program Support |
| Immaculate Conception Catholic Church | |||||||
| 700 N Bill Gray Rd | Cottonwood | AZ | 86326 | 300514895 | 501C3 | $35,000 | Program Support |
| Institute for Better Education | |||||||
| 921 N Swan Rd | Tucson | AZ | 85711 | 237102832 | 501C3 | $9,700 | Program Support |
| Kolbe Mission | |||||||
| 5020 E Shea Blvd Ste 150 | Phoenix | AZ | 85254 | 853145743 | 501C3 | $10,000 | Program Support |
| La Salle University | |||||||
| 1900 W Olney Ave | Philadelphia | PA | 19141 | 231352654 | 501C3 | $15,000 | Program Support |
| Life Teen Inc | |||||||
| PO Box 117299 | Atlanta | GA | 303687299 | 860602592 | 501C3 | $43,500 | Program Support |
| Maggie's Place | |||||||
| PO Box 1102 | Phoenix | AZ | 850011102 | 860972675 | 501C3 | $13,061 | Program Support |
| Miles Jesu | |||||||
| 1925 E Baseline Rd | Phoenix | AZ | 85042 | 363703689 | 501C3 | $16,000 | Program Support |
| Mission of Mercy | |||||||
| 360 E Coronado Rd Ste 160 | Phoenix | AZ | 85004 | 820635905 | 501C3 | $5,900 | Program Support |
| Missionaries of Charity | |||||||
| 1414 S 17th Ave | Phoenix | AZ | 85007 | 061013589 | 501C3 | $6,524 | Program Support |
| Mount Claret Retreat Center | |||||||
| 4633 N 54th St | Phoenix | AZ | 850181904 | 320268278 | 501C3 | $113,712 | Program Support |
| Notre Dame Preparatory | |||||||
| 9701 E Bell Rd | Scottsdale | AZ | 85260 | 262785863 | 501C3 | $8,000 | Program Support |
| Nuestros Pequeos Hermanos (NPH) USA | |||||||
| 5110 N 40th St Ste 248 | Phoenix | AZ | 850182143 | 651229309 | 501C3 | $35,404 | Program Support |
| Order of Malta Western Association | |||||||
| 324 Middlefield Rd | Menlo Park | CA | 94025 | 237450840 | 501C3 | $153,996 | Program Support |
| Our Lady of Joy Parish | |||||||
| PO Box 1359 | Carefree | AZ | 85377 | 364644261 | 501C3 | $8,437 | Program Support |
| Our Lady of Mount Carmel Catholic Church | |||||||
| 2121 S Rural Rd | Tempe | AZ | 85282 | 364643600 | 501C3 | $34,930 | Program Support |
| Our Lady of Perpetual Help Catholic School | |||||||
| 3801 N Miller Rd | Scottsdale | AZ | 85251 | 943455995 | 501C3 | $10,014 | Program Support |
| Our Lady of Perpetual Help Parish - Glendale | |||||||
| 5614 W Orangewood Ave | Glendale | AZ | 85301 | 352350718 | 501C3 | $17,791 | Program Support |
| Our Lady of the Lake Roman Catholic Church | |||||||
| 1975 Daytona Dr | Lake Havasu City | AZ | 86403 | 320267687 | 501C3 | $29,402 | Program Support |
| Queen of Peace Catholic School | |||||||
| 141 N MacDonald St | Mesa | AZ | 85201 | 383792655 | 501C3 | $8,163 | Program Support |
| Resurrection Catholic Church | |||||||
| 3201 S Evergreen Rd | Tempe | AZ | 85282 | 364643601 | 501C3 | $27,554 | Program Support |
| Sacred Heart Catholic School | |||||||
| 131 N Summit Ave | Prescott | AZ | 86301 | 371575862 | 501C3 | $12,422 | Program Support |
| Sacred Heart Parish - Prescott | |||||||
| 150 Fleury St | Prescott | AZ | 86301 | 371575862 | 501C3 | $12,510 | Program Support |
| San Francisco de Asis Catholic School | |||||||
| 1600 Historic Rte 66 | Flagstaff | AZ | 86001 | 300515246 | 501C3 | $26,960 | Program Support |
| Saving Amy | |||||||
| 3117 N 44th St | Phoenix | AZ | 85018 | 474771315 | 501C3 | $14,387 | Program Support |
| School Sisters of Notre Dame Central Pacific Province Inc | |||||||
| 170 Good Counsel Dr | Mankato | MN | 560013138 | 410693976 | 501C3 | $6,668 | Program Support |
| Seton Catholic Preparatory High School | |||||||
| 1150 N Dobson Rd | Chandler | AZ | 85224 | 262785742 | 501C3 | $37,631 | Program Support |
| Shop for a Cause | |||||||
| 10012 E Rotation Dr | Mesa | AZ | 85212 | 873144338 | 501C3 | $9,000 | Program Support |
| Sisters of Life | |||||||
| 1818 N 23rd St | Phoenix | AZ | 85006 | 061579167 | 501C3 | $39,437 | Program Support |
| Sisters of the Holy Family of Nazareth | |||||||
| 310 N River Rd | Des Plaines | IL | 60016 | 205728349 | 501C3 | $6,668 | Program Support |
| Society of St Vincent de Paul | |||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | 860096789 | 501C3 | $90,469 | Program Support |
| Southwest Autism Research & Resource Center | |||||||
| 300 N 18th St | Phoenix | AZ | 85006 | 311496646 | 501C3 | $10,000 | Program Support |
| Ss Simon & Jude Cathedral | |||||||
| 6351 N 27th Ave | Phoenix | AZ | 850171893 | 943457074 | 501C3 | $7,096 | Program Support |
| Ss Simon & Jude School | |||||||
| 6351 N 27th Ave | Phoenix | AZ | 85017 | 943457074 | 501C3 | $58,435 | Program Support |
| St Agnes Catholic Church | |||||||
| 1954 N 24th St | Phoenix | AZ | 850083593 | 300514530 | 501C3 | $117,147 | Program Support |
| St Andrew the Apostle Catholic Church | |||||||
| 3450 W Ray Rd | Chandler | AZ | 85226 | 943456255 | 501C3 | $8,430 | Program Support |
| St Benedict Catholic Church | |||||||
| 16223 S 48th St | Phoenix | AZ | 85048 | 352350484 | 501C3 | $11,316 | Program Support |
| St Bernard of Clairvaux Catholic Church | |||||||
| 10755 N 124th St | Scottsdale | AZ | 852594308 | 364643964 | 501C3 | $24,743 | Program Support |
| St Clement of Rome Parish | |||||||
| 15800 N Del Webb Blvd | Sun City | AZ | 853511603 | 364644099 | 501C3 | $13,019 | Program Support |
| St Elizabeth Seton Parish | |||||||
| 9728 W Palmeras Dr | Sun City | AZ | 853732254 | 364644254 | 501C3 | $15,229 | Program Support |
| St Francis Xavier Parish | |||||||
| 4715 N Central Ave | Phoenix | AZ | 850121796 | 383792643 | 501C3 | $11,226 | Program Support |
| St Germaine Catholic Church | |||||||
| 7997 E Dana Dr | Prescott Valley | AZ | 86314 | 352350446 | 501C3 | $8,508 | Program Support |
| St Gregory School | |||||||
| 3440 N 18th Ave | Phoenix | AZ | 85015 | 800315130 | 501C3 | $39,069 | Program Support |
| St Joachim & St Anne Parish | |||||||
| 11625 N 111th Ave | Sun City | AZ | 85351 | 800310829 | 501C3 | $13,019 | Program Support |
| St John of the Desert | |||||||
| 3718 East Greenway Road | Phoenix | AZ | 85032 | 860799695 | 501C3 | $12,100 | Program Support |
| St John Paul II Catholic High School | |||||||
| 3120 N 137th Ave | Avondale | AZ | 85392 | 611815605 | 501C3 | $161,424 | Program Support |
| St John XXIII Catholic School | |||||||
| 16235 N 60th St | Scottsdale | AZ | 85254 | 860971731 | 501C3 | $33,014 | Program Support |
| St Jude Children's Research Hospital | |||||||
| 645 E Missouri Ave Ste 255 | Phoenix | AZ | 85012 | 620646012 | 501C3 | $28,873 | Program Support |
| St Maria Goretti Parish | |||||||
| 6261 N Granite Reef Rd | Scottsdale | AZ | 852505724 | 364643819 | 501C3 | $37,497 | |
| St Mary-Basha Catholic School | |||||||
| 200 W Galveston St | Chandler | AZ | 85225 | 300513969 | 501C3 | $5,397 | |
| St Mary's Catholic High School | |||||||
| 2525 N 3rd St | Phoenix | AZ | 85004 | 262791598 | 501C3 | $41,982 | |
| St Michael's Catholic Church | |||||||
| 15546 Pomerado Rd | Poway | CA | 92064 | 825252519 | 501C3 | $12,000 | |
| St Patrick Parish | |||||||
| 10815 N 84th St | Scottsdale | AZ | 85260 | 300514891 | 501C3 | $9,923 | |
| St Theresa Catholic School | |||||||
| 5001 E Thomas Rd | Phoenix | AZ | 85018 | 300515085 | 501C3 | $18,147 | |
| St Theresa Parish | |||||||
| 5045 E Thomas Rd | Phoenix | AZ | 850187999 | 300515085 | 501C3 | $72,369 | |
| St Thomas the Apostle Catholic School | |||||||
| 4510 N 24th St | Phoenix | AZ | 85016 | 364643961 | 501C3 | $18,234 | |
| St Thomas the Apostle Parish | |||||||
| 2312 E Campbell Ave | Phoenix | AZ | 85016 | 364643961 | 501C3 | $26,478 | |
| St Timothy Daycare and Preschool | |||||||
| 2045 S Pennington | Mesa | AZ | 85202 | 320267724 | 501C3 | $20,436 | |
| St Timothy Parish | |||||||
| 1730 W Guadalupe Rd | Mesa | AZ | 85202 | 320267724 | 501C3 | $59,414 | |
| St Vincent de Paul St Timothy Conference | |||||||
| 1730 W Guadalupe Rd | Mesa | AZ | 85202 | 860096789 | 501C3 | $5,000 | |
| The Catholic University of America | |||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | 530196583 | 501C3 | $10,000 | |
| Tunnel to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | 020554654 | 501C3 | $10,500 | |
| Veritas Preparatory Academy - Great Hearts | |||||||
| 3102 N 56th St Ste 100 | Phoenix | AZ | 85018 | 050527441 | 501C3 | $10,625 | |
| Voces Unidas Por La Vida | |||||||
| 1019 E Northview Ave | Phoenix | AZ | 85020 | 471883632 | 501C3 | $7,470 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 104 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Catholic Community Foundation Scholarship - Needs-based Tuition Assistance Scholarship | 55 | $181,000 |
| Christian Service Award - Service-based Scholarship | 50 | $86,000 |
| Post Secondary Scholarships | 13 | $23,500 |
| Named Memorial Scholarships | 12 | $9,963 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | All grantees are confirmed to be IRS Section 501c3 organizations and meet Catholic Community Foundation grantee requirements including using the grant funds for purposes and programs consistent with Catholic values and teachings. All scholarships are awarded and disbursed directly to the educational institution and not directly to the scholarship recipient. The Foundation continues to monitor grants issued to schools and parishes to ensure compliance with grant guidelines and restrictions using reporting forms. Each year, all scholarship recipients are required to complete a confirmation of enrollment form confirming they are enrolled and in good standing with the educational institution prior to funds being disbursed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| James Carabajal | ||||||
| CEO | $190,425 | $36,500 | $1,217 | $2,071 | $15,611 | $245,824 |
| Kyle Felix | ||||||
| COO/CFO | $151,138 | $25,500 | $989 | $1,679 | $15,503 | $194,809 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 7 | FormAndLineReferenceDesc |
| Explanation | Incentive payments are given based on meeting annual organizational goals and are at the discretion of the board of directors. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $597,254 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Quote | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 32B | FormAndLineReferenceDesc |
| Explanation | The foundation uses a stock brokerage firm to receive and sell donated securities funds are then transferred to the foundation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 236,285, Grants and allocations 0, Revenue 37,130 Charitable Gift Annuity Program - The Catholic Community Foundation offers a charitable gift annuity CGA program that provides flexible giving options for donors and nonprofits alike. This program allows any donor to establish a CGA and designate a charity of their choice to receive benefits upon their passing, as long as the CGA remains above water. Notably, any donor CGA that is above water at the time of their passing will be added to an existing endowment held at the Foundation or used to create a family foundation in the deceased individuals name if the remaining amount exceeds 20,000. Additionally, nonprofits can white label the CGA program, enabling them to offer this option to their communities while CCF manages the administrative responsibilities, including regulatory compliance, legal documentation, investment management, contract formulation, and annual 1099 filing. This dual approach ensures a seamless experience for both donors and nonprofit partners. |
| Form 990, Part III, Line 4d | Program Service Expenses 150,944, Grants and allocations 144,323, Revenue 0 Catholic Giving Circle - The Giving Circle invites individuals from all backgrounds to participate in a distinctive granting process. Members join by contributing a membership fee, which is pooled together with funds from the Foundations Forever Fund endowments CARE, LIFE, COMMUNITY, MUSIC, operating funds, and legacy gifts. Each year, organizations present brief pitches to the members, and the community votes to decide which causes receive funding. This model allows the community to directly influence how the Foundations discretionary funds are allocated, empowering members to address pressing local needs. This also provides an opportunity for members to be introduced to organizations within the community that may not have otherwise come across. Since 2015, over 1.5 million has been granted through the Giving Circle. |
| Form 990, Part III, Line 4d | Program Service Expenses 5,338, Grants and allocations 0, Revenue 0 End-of-Life Planning Program - The Catholic Community Foundation assists individuals in the education and creation of end-of-life plans, with a primary focus on encouraging charitable giving as part of their legacy. The Foundation partners with estate planning attorneys, funeral homes, financial advisors, and end-of-life care facilities to provide comprehensive education through its Get Your Affairs in Order seminars, which are primarily hosted at parishes across the Diocese of Phoenix. Additionally, the Foundation specializes in helping individuals and nonprofits with the liquidation and realization of complex gifts, such as real estate, securities, business interests, and more, ensuring a smooth process for both donors and recipients. |
| Form 990, Part VI, Section B, Line 11B | The completed form 990 is emailed and presented to the members of our finance committee prior to electronic filing. |
| Form 990, Part VI, Section B, Line 12C | All directors, members of committees, and employees of the Foundation shall scrupulously avoid any conflict between their own respective interests and the interest of the Foundation in any and all actions taken by them on behalf of the Foundation. Situations where directors or members derive financial benefits from the board or committee service should be avoided. However, in the event any directors or members of the foundation should have any direct or indirect interest in, or relationship with, any individual or organization which proposes to enter into any transaction with the foundation for the sale, purchase, lease or rental of property or to render or employ services, personal or otherwise, or receive pecuniary consideration from the foundation in the form of a fee or grant, such directors or members shall forthwith give the board of directors of the foundation notice with full factual disclosures, of such interest or relationship and shall thereafter absent themselves during both explicit review of the matter. Officers are required to complete this information during the onboarding process and this information is reaffirmed and updated annually in August. |
| Form 990, Part VI, Section B, Line 15 | A formal compensation study is completed every 3 years and is initiated by the Compensation Committee and approved by the committee. A sub-committee of the board is charged with summarizing the results of comparative salary ranges for the CEO and COO using a professional services firm and their compensation recommendations. The results are forwarded to the Executive Committee to formulate a compensation package, benefits, and duties of the position. Prior to approval of the executive leadership compensation, the Executive Committee meets in executive session to discuss and also advise on other staff positions. The results are then included in the organizations budget which is approved in total by the Board of Directors. |
| Form 990, Part VI, Section C, Line 19 | All information is made available on the Foundations website ccfphx.org and GuideStar, a central source of information on U.S. nonprofits. The Foundations articles of incorporation, by-laws, financial statements and Form 990 are all available to the public upon request. The Foundation does not make the conflict of interest policy documents available to the public. |
| Form 990, Part XI, Line 9 | Change in Split Interest Agreements -145,366 less Interest Expense 398,265. Total other changes in net assets or fund balances -543,631 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Exeter Partners LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 N 11th St | AddressLine1Txt |
| City | Livingston | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330771937 | EIN |
| Primary Activities | Investment | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Unrelated | PredominantIncomeTypeTxt |
| Share Of Total Income | $73,000 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,680,000 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.97000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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