THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC (EIN 58-2008930)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-16
- IRS object ID
- 202330479349301973
- Schema version
- 2021v4.2
- 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 | 2023-02-16T19:29:38-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582008930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC FOUNDATION OF NORTH GEORGIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN RONCO | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4044979440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5871 GLENRIDGE DR SUITE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY COVENY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4044979440 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nancy | PersonFirstNm |
| Person Last | Coveny | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRE J LINAHAN | PreparerPersonNm |
| PTIN | P01372980 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY COVENY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5871 GLENRIDGE DR SUITE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,660,919 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNGA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,246,861 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,972,005 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $212,146 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $199,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | $928,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,069,623 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,387,223 | PYTotalRevenueAmt |
| CY Total Revenue | $13,241,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,935,678 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,050,657 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $691,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $748,885 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $443,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $231,216 | PYOtherExpensesAmt |
| CY Other Expenses | $308,427 | CYOtherExpensesAmt |
| PY Total Expenses | $3,858,338 | PYTotalExpensesAmt |
| CY Total Expenses | $4,107,969 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,528,885 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,133,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,592,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,689,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,480,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,457,383 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,112,358 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,232,265 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. WE ATTRACT, PROFESSIONALLY MANAGE, AND INVEST GIFTS TO SUPPORT THE CURRENT AND LONG TERM FINANCIAL NEEDS OF PARISHES, SCHOOLS, CHARITIES, AND OTHER MINISTRIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,050,657 | ExpenseAmt |
| Grant | $3,050,657 | GrantAmt |
| Desc | PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE OF ATLANTA THROUGH OUR COMPETITIVE GRANTS PROGRAMS, DONOR ADVISED FUND GRANTS AND THROUGH ENDOWMENT DISTRIBUTION GRANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $129,101 | ExpenseAmt |
| Desc | PROVIDE PLANNED GIVING AND ENDOWMENT BUILDING SERVICES, INCLUDING EDUCATION, MAILINGS, TRAINING, PUBLIC SPEAKING TO PARISH AND SCHOOL GROUPS, AND ONE-ON-ONE MEETINGS WITH PARISHIONERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $199,431 | RevenueAmt |
| Desc | RECEIVE AND MANAGE ENDOWMENT AND DONOR ADVISED FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT AND DONOR ADVISED FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. FOR ENDOWMENT FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,179,758 | 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 | Yes (true) | 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 | false | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | 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 | false | QuidProQuoContributionsInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN RONCO | PersonNm |
| Phone | 4044979440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5871 GLENRIDGE DR SUITE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DAVID SPOTANSKI | |||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $170,853 | $25,918 | |
| NANCY COVENY | |||||||
| PRESIDENT | 40.0 | 0.0 | $122,985 | $0 | $23,046 | Yes (X) | |
| BRIAN DOOLING | |||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $101,203 | $21,739 | |
| MOST REVEREND GREGORY HARTMAYER | |||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $40,932 | $23,730 | |
| REVEREND HENRY ATEM | |||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $31,260 | $29,887 | |
| Michael Petrik | |||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN RIPOLL | |||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA CHURCHFIELD | |||||||
| Deputy Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MATTHEW GRIES | |||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONNA BERGESON | |||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MAURIZIO AGRESTA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BILL ALLEN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PHILIP COLETTI | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALEJANDRO COSS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN COTE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Consuelo Ecuyer | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DOLLY FAIRCLOUGH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHY FERRELL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JODY FOSTER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOANIE GROSS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEAN HARVEY JOHNSON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jo Ann Herold | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRENT HERRIN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES LANIER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCENANEY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bjay Pak | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Sant Perez | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN RHETT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DICK WHITE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID K WITHERS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $344,248 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,320 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,028,661 | RelatedOrganizationsAmt |
| All Other Contributions | $9,943,344 | AllOtherContributionsAmt |
| Noncash Contributions | $1,009,333 | NoncashContributionsAmt |
| Total Contributions | $10,972,005 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND MANAGEMENT FEES | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $199,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,431 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $199,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $931,090 | TotalRevenueColumnAmt |
| Exclusion | $931,090 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,558,393 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,419,860 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,138,533 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,138,533 | TotalRevenueColumnAmt |
| Exclusion | $1,138,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,241,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,431 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,069,623 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,050,657 | TotalAmt |
| Program Services | $3,050,657 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $153,467 | TotalAmt |
| Program Services | $24,661 | ProgramServicesAmt |
| Management And General | $63,670 | ManagementAndGeneralAmt |
| Fundraising | $65,136 | 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 | $446,968 | TotalAmt |
| Program Services | $72,407 | ProgramServicesAmt |
| Management And General | $185,567 | ManagementAndGeneralAmt |
| Fundraising | $188,994 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,208 | TotalAmt |
| Program Services | $3,715 | ProgramServicesAmt |
| Management And General | $10,005 | ManagementAndGeneralAmt |
| Fundraising | $10,488 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,351 | TotalAmt |
| Program Services | $12,792 | ProgramServicesAmt |
| Management And General | $34,448 | ManagementAndGeneralAmt |
| Fundraising | $36,111 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,891 | TotalAmt |
| Program Services | $6,491 | ProgramServicesAmt |
| Management And General | $17,185 | ManagementAndGeneralAmt |
| Fundraising | $17,215 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,023 | TotalAmt |
| Management And General | $136,023 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,035 | TotalAmt |
| Management And General | $10,835 | ManagementAndGeneralAmt |
| Fundraising | $41,200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,637 | TotalAmt |
| Program Services | $8,954 | ProgramServicesAmt |
| Management And General | $23,212 | ManagementAndGeneralAmt |
| Fundraising | $23,471 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $62,656 | TotalAmt |
| Program Services | $81 | ProgramServicesAmt |
| Management And General | $2,101 | ManagementAndGeneralAmt |
| Fundraising | $60,474 | 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 | $987 | TotalAmt |
| Management And General | $987 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOARD AND VOLUNEER EXPENSES | Desc |
| Total | $1,089 | TotalAmt |
| Management And General | $1,089 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,107,969 | TotalAmt |
| Program Services | $3,179,758 | ProgramServicesAmt |
| Management And General | $485,122 | ManagementAndGeneralAmt |
| Fundraising | $443,089 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,094,105 | BOYAmt |
| EOY | $1,966,323 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,752 | BOYAmt |
| EOY | $2,403 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,053 | BOYAmt |
| EOY | $8,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,710 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,604 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,092 | BOYAmt |
| EOY | $2,106 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,484,493 | BOYAmt |
| EOY | $99,710,413 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,592,495 | BOYAmt |
| EOY | $101,689,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,219 | BOYAmt |
| EOY | $49,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,780 | BOYAmt |
| EOY | $120,177 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,291,138 | BOYAmt |
| EOY | $28,287,956 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,480,137 | BOYAmt |
| EOY | $28,457,383 | 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 | $13,972,076 | BOYAmt |
| EOY | $14,848,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,140,282 | BOYAmt |
| EOY | $58,384,207 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,112,358 | BOYAmt |
| EOY | $73,232,265 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,592,495 | BOYAmt |
| EOY | $101,689,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,133,090 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,519,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,493,928 | 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 | $8,687,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,414,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,661,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,246,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,972,005 | CurrentTaxYearAmt |
| Total | $37,982,539 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,687,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,414,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,661,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,246,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,972,005 | CurrentTaxYearAmt |
| Total | $37,982,539 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,954,486 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,028,053 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $819,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,203,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,119,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,125,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $931,090 | CurrentTaxYearAmt |
| Total | $5,198,575 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,181,114 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $813,185 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78803 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72036 | 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 | 34 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,556,384 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $568,650 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,968,758 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| 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 | $79,371,370 | BeginningYearBalanceAmt |
| Contributions | $7,104,312 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,260,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,824,064 | GrantsOrScholarshipsAmt |
| End Year Balance | $72,390,926 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,124,335 | BeginningYearBalanceAmt |
| Contributions | $1,508,739 | ContributionsAmt |
| Investment Earnings Or Losses | $16,029,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,935,678 | GrantsOrScholarshipsAmt |
| Other Expenditures | $177,612 | OtherExpendituresAmt |
| Administrative Expenses | $177,611 | AdministrativeExpensesAmt |
| End Year Balance | $79,371,370 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,077,042 | BeginningYearBalanceAmt |
| Contributions | $4,551,903 | ContributionsAmt |
| Investment Earnings Or Losses | $950,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,147,285 | GrantsOrScholarshipsAmt |
| Other Expenditures | $154,025 | OtherExpendituresAmt |
| Administrative Expenses | $154,024 | AdministrativeExpensesAmt |
| End Year Balance | $65,124,335 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,651,181 | BeginningYearBalanceAmt |
| Contributions | $1,384,685 | ContributionsAmt |
| Investment Earnings Or Losses | $2,966,341 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,255,821 | GrantsOrScholarshipsAmt |
| Other Expenditures | $234,105 | OtherExpendituresAmt |
| Administrative Expenses | $435,239 | AdministrativeExpensesAmt |
| End Year Balance | $62,077,042 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,486,984 | BeginningYearBalanceAmt |
| Contributions | $6,494,250 | ContributionsAmt |
| Investment Earnings Or Losses | $4,045,149 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,770,652 | GrantsOrScholarshipsAmt |
| Other Expenditures | $192,905 | OtherExpendituresAmt |
| Administrative Expenses | $411,645 | AdministrativeExpensesAmt |
| End Year Balance | $60,651,181 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,670 | DepreciationAmt |
| Book Value | $1,615 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,334 | DepreciationAmt |
| Book Value | $491 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,600 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,106 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIARY ENDOWMENTS | $28,186,954 |
| CHARITABLE GIFT ANNUITY PAYABL | $90,068 |
| DUE TO ARCHDIOCESE OF ATLANTA | $10,540 |
| DUE TO/FROM INTERFUNDS | $394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,287,956 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$3,287,733 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,519,255 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,004 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$12,477,251 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,189,518 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,051,541 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,051,541 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,241,059 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,592,360 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,004 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $42,004 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,550,356 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $557,613 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $557,613 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,107,969 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B | THE FOUNDATION MANAGES ONE FUND FOR THE ARCHDIOCESE, WHO ACTS AS THE TRUSTEE. THE FUND IS INVESTED AND MANAGED IN THE FOUNDATION'S NAME AND THE FOUNDATION RECEIVES A FEE FOR MANAGING THE FUND. THE FUNDS ARE INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND ARE REPORTED AS CUSTODIAL FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. DISTRIBUTIONS FROM THE FUND ARE MADE AT THE BENEFICIARY'S REQUEST AND IN ACCORDANCE WITH THE FOUNDATION'S POLICIES AND PROCEDURES. |
| PART V, LINE 4 | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE VARIOUS SUPPORT, THROUGH ANNUAL GRANTS AND DISTRIBUTIONS, TO CHURCHES, SCHOOLS, MINISTRIES, AND NON-PROFIT ORGAINZATIONS IN ACCORDANCE WITH THE DONOR'S INTENTIONS. |
| PART X, LINE 2 | The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, as amended, and is classified by the Internal Revenue Service as other than a private foundation. Accordingly, no provision or liability for federal and state income taxes has been recorded in the accompanying financial statements. The Foundation annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Foundation takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Foundation is subject to examination by the federal and state taxing authorities. In general, the Foundation is no longer subject to tax examinations for tax years ending before June 30, 2019. |
| Part XI Line 4b | Beneficiary Endowment Funds Revenue |
| Part XII Line 4b | Beneficiary Endowment Funds Expenses |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Roman Catholic Archdiocese of Atlanta Inc | |||||||
| 2401 Lake Park Drive SE | Smyrna | GA | 30080 | 580677170 | 501(C)(3) | $369,300 | General Operation and Education and Care of Priest |
| Blessed Trinity Catholic High School | |||||||
| 11320 Woodstock Rd | Roswell | GA | 30075 | 582068525 | 501(C)(3) | $8,000 | General Operations |
| Cathedral of Christ the King | |||||||
| 2699 Peachtree Rd NE | Atlanta | GA | 30305 | 580644901 | 501(C)(3) | $59,100 | General Operations and Donor Advised Funds |
| Catholic Center at Georgia Tech | |||||||
| 351 Ferst St | Atlanta | GA | 30332 | 453659617 | 501(C)(3) | $14,350 | General Operations |
| Catholic Charities Atlanta Inc | |||||||
| 2401 Lake Park Drive | Smyrna | GA | 30080 | 580862903 | 501(C)(3) | $151,100 | General Operations and Donor Advised Funds |
| Catholic Church of St Ann | |||||||
| 4905 Roswell Rd | Marietta | GA | 30062 | 581337214 | 501(C)(3) | $10,700 | General Operations |
| Catholic Foundation of North Georgia Inc | |||||||
| 5871 Glenridge Drive Suite 300 | Atlanta | GA | 30328 | 582008930 | 501(C)(3) | $229,150 | General Operations and Donor Advised Funds |
| Christ Our Hope Catholic Church | |||||||
| 1786 Wellborn Rd | Lithonia | GA | 30058 | 581594490 | 501(C)(3) | $10,800 | General Operations and Donor Advised Funds |
| Christ the King School | |||||||
| 46 Peachtree Way NE | Atlanta | GA | 30305 | 580644901 | 501(C)(3) | $12,500 | General Operations and Donor Advised Funds |
| City of Refuge | |||||||
| 1300 Joseph E Boone Boulevard | Atlanta | GA | 30314 | 582194642 | 501(C)(3) | $20,000 | Donor Advised Funds |
| Cool Girls | |||||||
| 315 W Ponce De Leon Ave Ste 800 | Decatur | GA | 30030 | 581958246 | 501(C)(3) | $12,500 | Donor Advised Funds |
| Corpus Christi Catholic Church | |||||||
| 600 Mountain View Dr | Stone Mountain | GA | 30083 | 581162072 | 501(C)(3) | $8,000 | General Operations |
| Cristo Rey Atlanta Jesuit High School | |||||||
| 222 Piedmont Avenue NE | Atlanta | GA | 30308 | 455550340 | 501(C)(3) | $11,000 | General Operations and Donor Advised Funds |
| Divino Nio Jess Misin Catlica | |||||||
| 4400 Abbotts Bridge Rd | Duluth | GA | 30097 | 270567095 | 501(C)(3) | $6,000 | General Operations |
| Handshouse Studio | |||||||
| 8 Meadow Farm Way | Norwell | MA | 02061 | 043715575 | 501(C)(3) | $15,000 | Donor Advised Funds |
| Holy Redeemer Catholic School | |||||||
| 3380 Old Alabama Rd | Johns Creek | GA | 30022 | 582416042 | 501(C)(3) | $13,500 | Donor Advised Funds |
| Holy Spirit Catholic Church | |||||||
| 4465 Northside Dr NW | Atlanta | GA | 30327 | 580969299 | 501(C)(3) | $38,100 | General Operations |
| Holy Spirit Preparatory School | |||||||
| 4449 Northside Dr NW | Atlanta | GA | 30327 | 582141813 | 501(C)(3) | $11,300 | General Operations |
| Ignatius House | |||||||
| 6700 Riverside Dr | Atlanta | GA | 30328 | 580862903 | 501(C)(3) | $15,100 | General Operations and Donor Advised Funds |
| Immaculate Heart of Mary Catholic Church | |||||||
| 2855 Briarcliff RD NE | Atlanta | GA | 30329 | 586012645 | 501(C)(3) | $20,300 | General Operations and Donor Advised Funds |
| Immaculate Heart of Mary Catholic School | |||||||
| 2855 Briarcliff Rd NE | Atlanta | GA | 30329 | 586012645 | 501(C)(3) | $8,000 | General Operations |
| Interfaith Outreach Home | |||||||
| PO Box 48075 | Doraville | GA | 30362 | 581861762 | 501(C)(3) | $10,000 | Donor Advised Funds |
| Marist School | |||||||
| 3790 Ashford Dunwoody Rd NE | Atlanta | GA | 30319 | 580566204 | 501(C)(3) | $31,000 | General Operations and Donor Advised Funds |
| Mercy Care Foundation | |||||||
| 424 Decatur St | Atlanta | GA | 30312 | 581448522 | 501(C)(3) | $35,000 | Donor Advised Funds |
| Monsignor Donovan Catholic High School | |||||||
| 590 Lavender Rd | Athens | GA | 30606 | 651169619 | 501(C)(3) | $22,660 | General Operations |
| Notre Dame Academy | |||||||
| 4635 River Green Parkway | Duluth | GA | 30096 | 841657624 | 501(C)(3) | $15,500 | General Operations |
| Our Lady of Lourdes Catholic Church | |||||||
| 25 Boulevard NE | Atlanta | GA | 30312 | 580814551 | 501(C)(3) | $5,500 | General Operations |
| Our Lady of Mercy High School | |||||||
| 861 Highway 279 Fayetteville GA 3 | Fayetteville | GA | 30214 | 582614489 | 501(C)(3) | $542,160 | General Operations |
| Our Lady of Perpetual Help Catholic Church | |||||||
| 210 Old Center Point RD | Carrollton | GA | 30117 | 580964609 | 501(C)(3) | $5,100 | General Operations |
| Our Lady of the Assumption Catholic Church | |||||||
| 1406 Hearst Dr NE | Brookhaven | GA | 30319 | 580954717 | 501(C)(3) | $24,000 | Donor Advised Funds |
| Our Lady of the Assumption Catholic School | |||||||
| 1320 Hearst Drive NE | Brookhaven | GA | 30319 | 586003076 | 501(C)(3) | $41,600 | General Operations |
| Our Lady of the Mountains Catholic Church | |||||||
| 1908 Waleska Highway 108 | Jasper | GA | 30143 | 571195461 | 501(C)(3) | $56,073 | General Operations |
| Our Lady of Victory Catholic School | |||||||
| 211 Kirkley Road | Tyrone | GA | 30290 | 582416040 | 501(C)(3) | $7,000 | General Operations |
| Pinecrest Academy | |||||||
| 955 Peachtree Parkway | Cumming | GA | 30041 | 582054020 | 501(C)(3) | $10,500 | General Operations |
| Pregnancy Aid Clinic | |||||||
| PO Box 92 | Roswell | GA | 30077 | 581592562 | 501(C)(3) | $54,000 | General Operations and Donor Advised Funds |
| Queen of Angels Catholic School | |||||||
| 11340 Woodstock Rd | Roswell | GA | 30075 | 582416044 | 501(C)(3) | $6,900 | General Operations |
| San Felipe de Jesus Catholic Mission | |||||||
| 925 Conley Rd | Forest Park | GA | 30297 | 271209914 | 501(C)(3) | $6,000 | General Operations |
| Society of St Vincent de Paul Georgia | |||||||
| 2050 Chamblee Tucker Rd Ste C | Atlanta | GA | 30341 | 580967972 | 501(C)(3) | $30,100 | General Operations and Donor Advised Funds |
| Southern University System Foundation | |||||||
| PO Box 9723 | Baton Rouge | LA | 70813 | 237052911 | 501(C)(3) | $25,000 | Donor Advised Funds |
| St Bernadette Catholic Church | |||||||
| 100 Evergreen Lane | Cedartown | GA | 30125 | 581638738 | 501(C)(3) | $6,700 | General Operations |
| St Brendan the Navigator Catholic Church | |||||||
| 4633 Shiloh Rd | Cumming | GA | 30040 | 582473782 | 501(C)(3) | $50,673 | General Operations |
| St Brigid Catholic Church | |||||||
| 3400 Old Alabama Rd | Johns Creek | GA | 30022 | 582414769 | 501(C)(3) | $16,600 | General Operations and Donor Advised Funds |
| St Catherine of Siena Catholic School | |||||||
| 1618 Ben King Rd | Kennesaw | GA | 30144 | 010552300 | 501(C)(3) | $21,100 | General Operations |
| St Helena Catholic Church | |||||||
| PO Box 534 | Clayton | GA | 30525 | 760839111 | 501(C)(3) | $9,300 | General Operations and Donor Advised Funds |
| St James the Apostle Catholic Church McDonough | |||||||
| 1000 Decatur Rd | McDonough | GA | 30252 | 581624402 | 501(C)(3) | $6,100 | General Operations |
| St John Neumann Regional Catholic School | |||||||
| 791 Tom Smith Rd SW | Lilburn | GA | 30047 | 581661089 | 501(C)(3) | $7,900 | General Operations |
| St John the Evangelist Catholic School | |||||||
| 240 Arnold St | Hapeville | GA | 30354 | 205200945 | 501(C)(3) | $19,900 | General Operations |
| St Joseph Catholic Church Marietta | |||||||
| 87 Lacy St NW | Marietta | GA | 30060 | 580665896 | 501(C)(3) | $8,850 | General Operations and Donor Advised Funds |
| St Joseph Catholic School Athens | |||||||
| 958 Epps Bridge Pkwy | Athens | GA | 30606 | 580864659 | 501(C)(3) | $12,960 | General Operations |
| St Joseph Catholic School Marietta | |||||||
| St Joseph Catholic School | Marietta | GA | 30060 | 580665896 | 501(C)(3) | $9,000 | General Operations |
| St Jude the Apostle Catholic Church | |||||||
| 7171 Glenridge Dr | Sandy Springs | GA | 30328 | 830415529 | 501(C)(3) | $18,900 | General Operations and Donor Advised Funds |
| St Lawrence Catholic Church | |||||||
| 319 Grayson Hwy | Lawrenceville | GA | 30046 | 581387926 | 501(C)(3) | $8,910 | General Operations and Donor Advised Funds |
| St Marguerite D'Youville Catholic Church | |||||||
| 85 Gloster Rd NW | Lawrenceville | GA | 30044 | 582152157 | 501(C)(3) | $6,100 | General Operations |
| St Mary's Catholic School | |||||||
| 401 E 7th St SE | Rome | GA | 30161 | 412097947 | 501(C)(3) | $33,160 | General Operations |
| St Peter Claver Regional Catholic School | |||||||
| 2560 Tilson Rd | Decatur | GA | 30032 | 581918801 | 501(C)(3) | $56,760 | General Operations |
| St Peter the Rock Catholic Church | |||||||
| PO Box 280 | The Rock | GA | 30285 | 651207195 | 501(C)(3) | $10,600 | General Operations |
| St Philip Benizi Catholic Church | |||||||
| 591 Flint River Road | Jonesboro | GA | 30238 | 581036505 | 501(C)(3) | $10,000 | General Operations |
| St Pius X Catholic High School | |||||||
| 2674 Johnson Rd NE | Atlanta | GA | 30345 | 580706914 | 501(C)(3) | $309,449 | General Operations and Donor Advised Funds and Stu |
| St Thomas Aquinas Catholic Church | |||||||
| 535 Rucker Rd | Alpharetta | GA | 30004 | 581132909 | 501(C)(3) | $53,700 | General Operations |
| St Thomas More Catholic School | |||||||
| 630 W Ponce De Leon Ave | Decatur | GA | 30030 | 580456277 | 501(C)(3) | $83,200 | General Operations |
| St Thomas the Apostle Catholic Church | |||||||
| 4300 King Springs Rd SE | Smyrna | GA | 30082 | 581029424 | 501(C)(3) | $6,000 | General Operations |
| St Toribio Romo Catholic Mission | |||||||
| 2402 Highway 76 | Chatsworth | GA | 30705 | 461544188 | 501(C)(3) | $6,000 | General Operations |
| The Catholic Foundation (Dallas) | |||||||
| 12222 Merit Dr Ste 850 | Dallas | TX | 75252 | 751106620 | 501(C)(3) | $75,000 | Donor Advised Funds |
| The Catholic Shrine of the Immaculate Conception | |||||||
| 48 Martin Luther King Jr Dr SW | Atlanta | GA | 30303 | 580622965 | 501(C)(3) | $8,900 | General Operations |
| The Woodruff Arts Center | |||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 580633971 | 501(C)(3) | $7,000 | Donor Advised Funds |
| University of Memphis Foundation | |||||||
| 635 Normal St | Memphis | TN | 38152 | 626048540 | 501(C)(3) | $10,000 | Donor Advised Funds |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2 | COMPETITIVE GRANT APPLICANTS COMPLETE THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. STAFF MEMBERS CONDUCT THE DUE DILIGENCE TO ENSURE ALL GRANTEE ORGANIZATIONS ARE ELIGIBLE INCLUDING UTILIZING GUIDESTAR CHARITY CHECK, AND REVIEW APPLICATIONS AND APPLICANT DOCUMENTATION. GRANT COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD OF DIRECTORS APPROVES ALL GRANTS. GRANTEES ARE REQUIRED TO SUBMIT GRANT REPORTS 7-8 MONTHS AFTER GRANT AWARD. ENDOWMENT DISTRIBUTION GRANTS ARE AWARDED ONCE PER YEAR, BASED ON THE FOUNDATION'S SPENDING POLICY. ELIGIBLE BENEFICIARIES ARE SENT A FORM DESCRIBING THE PURPOSE OF THE ENDOWMENT FUNDS AND THE AMOUNT ELIGIBLE FOR THE DISTRIBUTION. ORGANIZATIONS NOTE HOW MUCH OF THE DISTRIBUTION THEY WISH TO TAKE IN THIS PARTICULAR YEAR AND HOW THE GRANT WILL BE USED. FOUNDATION STAFF COMPARE THE PURPOSE OF THE GRANT DISTRIBUTION WITH THE PURPOSE DESCRIBED BY THE ORGANIZATION IN THE FORM. IF THEY MATCH, THE ENDOWMENT DISTRIBUTION CHECK WILL BE SENT TO THE ORGANIZATION. IF THERE IS A DISCREPANCY BETWEEN THE PURPOSE OF THE ENDOWMENT AND HOW THE ORGANIZATION WISHES TO USE THE GRANT, THE FOUNDATION STAFF WILL CALL THE HEAD OF THE ORGANIZATION TO DISCUSS. FROM THAT CONVERSATION, THE REQUEST FORM WILL EITHER BE APPROVED, DENIED, OR SENT TO THE GRANTS COMMITTEE FOR FURTHER DISCUSSION. IF NEEDED, THE BOARD OF DIRECTORS WILL BE BROUGHT IN FOR APPROVAL OR DENIAL OF THE DISTRIBUTION. DONOR ADVISED FUND GRANTS ARE REQUESTED BY THE DONOR ADVISORS VIA A FORM THAT VERIFIES THE PURPOSES OF THE GRANT AND THAT IT IS ELIGIBLE IN ACCORDANCE WITH GUIDELINES OF THE PENSION PROTECTION ACT. THE STAFF CONDUCTS THE PROPER DUE DILIGENCE TO DETERMINE IF THE ORGANIZATION IS ELIGIBLE FOR A GRANT. IF UNCLEAR, THE REQUEST IS BROUGHT TO THE GRANTS COMMITTEE FOR DISCUSSION AND TO THE BOARD OF DIRECTORS WHEN APPROPRIATE, FOR APPROVAL OR DENIAL. ALL GRANTEES MUST SIGN GRANT AGREEMENTS WHICH SPECIFY THE PURPOSE OF THE GRANT AND MUST SUBMIT GRANT REPORTS DETAILING HOW THE GRANT WAS USED. |
| ADDITIONAL INFORMATION | GRANTS LISTED IN SCHEDULE I, PART II INCLUDE GRANTS FROM THE FOUNDATION'S DONOR ADVISED FUNDS AND DISTRIBUTIONS FROM ENDOWMENT FUNDS, IN ADDITION TO GRANTS PROVIDED BY THE FOUNDATION'S COMPETITIVE GRANTS PROGRAMS. NUMEROUS GRANTS OF $5,000 OR LESS ARE NOT REPORTED ON SCHEDULE I. ALL THE GRANTS LISTED ABOVE WITH A DONOR ADVISED FUNDS DESIGNATION IN COLUMN (H) - PURPOSE OF GRANT OR ASSISTANCE ARE GRANTS THAT WERE MADE FROM DONOR ADVISED FUNDS MAINTAINED AT THE FOUNDATION. THESE LARGE GRANTS TOTALED $568,650 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SPOTANSKI | PersonNm |
| Title | DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $170,853 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $10,251 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $15,667 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $196,771 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,009,333 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| 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, COLUMN B - ITEMS CONTRIBUTED | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPORTS NUMBER OF ITEMS RECIEVED. SCHEDULE M, LINE 32B GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO THE CATHOLIC FOUNDATION ACCOUNT AT THE ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND TRANSFERS THE FUNDS VIA ACH TO THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 | MOST REVEREND GREGORY HARTMAYER, REVEREND HENRY ATEM, DAVID SPOTANSKI, AND BRIAN DOOLING WORK FOR THE SAME ORGANIZATION - ARCHDIOCESES OF ATLANTA. |
| PART VI, SECTION B, LINE 11B | BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE INCLUDES REPRESENTATIVES FROM THE BOARD OF DIRECTORS. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN PROVIDED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS FILED. |
| PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE GOVERNANCE COMMITTEE EACH YEAR IN DETAIL, AND IF THERE IS ANY CONCERNS OR CONFLICTS, THEY ARE BROUGHT TO THE FULL BOARD FOR DISCUSSION. IF A PERSON HAS A CONFLICT, THIS CONFLICT MUST BE DISCLOSED AND THEY MAY NOT PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER THAT INVOLVES THIS CONFLICT. THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ONCE EVERY YEAR. ANY CHANGES IN THE POLICY WILL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PEOPLE. |
| PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE PRESIDENT UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS FOR OTHER OFFICERS OR KEY EMPLOYEES. THE PRESIDENT OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE PRESIDENT THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. |
| PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Part XI, Line 9 | 557,613 Beneficiary Endowment Funds Expenses 4,051,541 - Beneficiary Endowment Funds Revenue -------------------------- -3,493,928 = |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | archdiocese of atlanta | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 LAKE PARK DRIVE SE | AddressLine1Txt |
| City | SMYRNA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580677170 | EIN |
| Primary Activities | DIOCESE | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | lINE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCHDIOCESE OF ATLANTA | ||
| C | $1,028,661 | CASH OR FMV |
| ARCHDIOCESE OF ATLANTA | ||
| P | $137,929 | Actual Amount |
| ARCHDIOCESE OF ATLANTA | ||
| B | $369,300 | Actual Amount |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V LINE 1B | FOUNDATION MAKES GRANTS TO ARCHDIOCESE OF ATLANTA AND OTHER PARISHES, SCHOOLS, AND ENTITIES WHICH ARE UNDER THE GROUP EXEMPTION. THE PURPOSES AND AMOUNTS OF THOSE GRANTS ARE DISCLOSED ON SCHEDULE I. |
| SCHEDULE R, PART V LINE 1C | FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA. DURING THE FISCAL YEAR, $1,028,661 WAS USED FOR VARIOUS ENDOWMENTS. |
| SCHEDULE R, PART V LINE 1P | FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH, RETIREMENT, AND OTHER SIMILAR OPERATING EXPENSES. |
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