2022-03-08T09:57:59-06:00 2021-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2020-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 4044979440 2022-05-16 true NANCY COVENY 999009999 SABRE J LINAHAN P01372980 4048746244 2022-05-16 2 2020 2022-09-23 18:48:47Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 11087776 false X WWW.CFNGA.COM X 1992 GA THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. 29 25 10 20 0 7661492 6246861 167218 212146 1305207 928216 500 0 9134417 7387223 2417984 2935678 0 0 665996 691444 0 0 391167 284375 231216 3368355 3858338 5766062 3528885 85364678 109592495 19807914 29480137 65556764 80112358 X 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. false false 2935678 2935678 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. 103898 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. 212146 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. 3039576 true true false false false true false false true true true false false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 17 0 true 10 true false false false false false false false false false false false false false false false X 29 25 true false false false false false false true true false false true true true true true true true true false GA X JOHN RONCO 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 DAVID SPOTANSKI DIRECTOR 1.0 40.0 X 0 194162 27010 NANCY COVENY PRESIDENT 40.0 0.0 X 128189 0 23051 BRIAN DOOLING DIRECTOR 1.0 40.0 X 0 101988 21479 REVEREND HENRY ATEM DIRECTOR 1.0 40.0 X 0 43230 29256 MOST REVEREND GREGORY HARTMAYER DIRECTOR 1.0 40.0 X 0 31972 25754 JAMES LANIER director 1.0 0.0 X 0 0 0 KATHLEEN COTE SECRETARY 1.0 0.0 X X 0 0 0 JOHN MONROE TREASURER 1.0 0.0 X X 0 0 0 MICHAEL PETRIK CHAIR 1.0 0.0 X X 0 0 0 DONNA BERGESON DIRECTOR 1.0 0.0 X 0 0 0 PHILIP COLETTI DIRECTOR 1.0 0.0 X 0 0 0 ALEJANDRO COSS DIRECTOR 1.0 0.0 X 0 0 0 DOLLY FAIRCLOUGH DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW GRIES VICE CHAIR 1.0 0.0 X X 0 0 0 JEAN HARVEY DIRECTOR 1.0 0.0 X 0 0 0 BRENT HERRIN DIRECTOR 1.0 0.0 X 0 0 0 FREDERICK HOLZGREFE III DIRECTOR 1.0 0.0 X 0 0 0 TIM KEMPER DEPUTY TREASURER 1.0 0.0 X X 0 0 0 MICHAEL MCENANEY DIRECTOR 1.0 0.0 X 0 0 0 JOHN RIPOLL DIRECTOR 1.0 0.0 X 0 0 0 DICK WHITE DIRECTOR 1.0 0.0 X 0 0 0 DAVID K WITHERS DIRECTOR 1.0 0.0 X 0 0 0 MAURIZIO AGRESTA DIRECTOR 1.0 0.0 X 0 0 0 BILL ALLEN DIRECTOR 1.0 0.0 X 0 0 0 LISA CHURCHFIELD DIRECTOR 1.0 0.0 X 0 0 0 KATHY FERRELL DIRECTOR 1.0 0.0 X 0 0 0 JODY FOSTER DIRECTOR 1.0 0.0 X 0 0 0 JOANIE GROSS DIRECTOR 1.0 0.0 X 0 0 0 GEORGE LEVERT DIRECTOR 1.0 0.0 X 0 0 0 JOHN RHETT DIRECTOR 1.0 0.0 X 0 0 0 128189 371352 126550 1 false true false 0 206509 6040352 209236 6246861 FUND MANAGEMENT FEES 523920 212146 212146 212146 1125084 1125084 0 0 0 0 0 3503685 3700553 -196868 -196868 -196868 0 0 0 0 0 0 0 0 0 0 7387223 212146 928216 2935678 2935678 0 0 0 153160 21420 62404 69336 0 405250 56492 164176 184582 11161 1589 4693 4879 84829 12079 35669 37081 37044 5247 15250 16547 0 0 0 0 0 123154 123154 0 56444 56444 0 0 0 49810 7071 20441 22298 0 0 0 0 0 1087 1087 0 BOARD AND VOLUNEER EXPENSES 721 721 3858338 3039576 427595 391167 2508939 2094105 0 0 0 0 1491 2752 0 0 0 0 0 0 0 0 7943 8053 32710 29618 4179 3092 82842126 107484493 0 0 0 0 0 0 0 0 85364678 109592495 37932 44219 0 0 0 0 0 0 117331 144780 0 0 0 0 0 0 19652651 29291138 19807914 29480137 X 12139300 13972076 53417464 66140282 65556764 80112358 85364678 109592495 X 3528885 15325209 -4298500 X X false true X true false X 7852040 8687338 4414843 7661492 6246861 34862574 0 0 7852040 8687338 4414843 7661492 6246861 34862574 6202098 28660476 656170 819026 1203536 1119839 1125084 4923655 0 0 39786229 688395 0.72036 0.68884 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 632241 1074800 10325153 true true false true X 65124335 1508739 16029197 2935678 177612 177611 79371370 62077042 4551903 950724 2147285 154025 154024 65124335 60651181 1384685 2966341 2255821 234105 435239 62077042 52486984 6494250 4045149 1770652 192905 411645 60651181 43872373 5007816 5388621 1245151 204197 332478 52486984 0.16670 0.45510 0.37820 false false 3285 1342 1943 22825 21676 1149 6600 6600 0 3092 0 BENEFICIARY ENDOWMENTS 29168228 CHARITABLE GIFT ANNUITY PAYABL 113887 DUE TO ARCHDIOCESE OF ATLANTA 8530 DUE TO/FROM INTERFUNDS 493 29291138 X 18147989 15325209 22403 15347612 2800377 4586846 4586846 7387223 3592395 22403 22403 3569992 288346 288346 3858338 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, 2018. Part XI Line 4b Beneficiary Endowment Funds Revenue Part XII Line 4b Beneficiary Endowment Funds Expenses true Atlanta Community Food Bank 3400 North Desert Drive Atlanta GA 30344 581376648 501 ( C ) ( 3 ) 22750 General Operations and Donor Advised Funds Blessed Trinity Catholic High School 11320 Woodstock Road Roswell GA 30075 582602641 501 ( C ) ( 3 ) 10500 General Operations Buckhead Christian Ministry 2847 Piedmont Rd NE Atlanta GA 30305 581748786 501 ( C ) ( 3 ) 8500 General Operations and Donor Advised Funds Cardinal Wilton D Gregory SLD Endowment Fund 5871 Glenridge Drive Suite 300 Atlanta GA 30328 582008930 501 ( C ) ( 3 ) 10000 Donor Advised Funds Cathedral of Christ the King 2699 Peachtree Rd NE Atlanta GA 30305 580644901 501 ( C ) ( 3 ) 60609 General Operations and Donor Advised Funds Catholic Charities Atlanta Inc 2401 Lake Park Drive SE Smyrna GA 30080 581097003 501 ( C ) ( 3 ) 158761 General Operations and Donor Advised Funds Catholic Foundation of North Georgia Inc 5871 Glenridge Drive Suite 300 Atlanta GA 30328 582008930 501 ( C ) ( 3 ) 17370 Donor Advised Funds Catholic Church of St Ann Total 4905 Roswell Rd Marietta GA 30062 581337214 501 ( C ) ( 3 ) 8853 General Operations Catholic Emergency Relief Fund 5871 Glenridge Drive Suite 300 Atlanta GA 30328 582008930 501 ( C ) ( 3 ) 43000 Donor Advised Funds Catholic Relief Services Donor Services PO Box 17090 Baltimore MD 21297 135563422 501 ( C ) ( 3 ) 10900 Donor Advised Funds Chastain Horse Park Ltd 371 Powers Ferry Road Atlanta GA 30327 582276314 501 ( C ) ( 3 ) 435000 Donor Advised Funds Christ the King School 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501 ( C ) ( 3 ) 7500 General Operations and Donor Advised Funds City of Refuge 1300 Joseph E Boone Boulevard Atlanta GA 30314 582194642 501 ( C ) ( 3 ) 10000 Donor Advised Funds Corpus Christi Catholic Church 600 Mountain View Drive Mountain GA 30083 581162072 501 ( C ) ( 3 ) 6000 General Operations Covenant House Georgia PO Box 94465 Atlanta GA 30377 133523561 501 ( C ) ( 3 ) 6000 General Operations and Donor Advised Funds Cristo Rey Atlanta Jesuit High School 222 Piedmont Ave NE Atlanta GA 30308 455550340 501 ( C ) ( 3 ) 15500 General Operations and Donor Advised Funds Exceptional Foundation of Atlanta PO Box 202 Lawrenceville GA 30046 465015316 501 ( C ) ( 3 ) 10000 Donor Advised Funds First Love Kids PO Box 702 Sandersville GA 31082 200534132 501 ( C ) ( 3 ) 5500 Donor Advised Funds Holy Cross Catholic Church 3175 Hathaway Court Atlanta GA 30341 580944903 501 ( C ) ( 3 ) 10020 General Operations and Donor Advised Funds Holy Spirit Catholic Church 4465 Northside Dr NW Atlanta GA 30327 580969299 501 ( C ) ( 3 ) 32691 General Operations Holy Spirit Preparatory School 4449 NORTHSIDE DRIVE ATLANTA GA 30327 582141813 501 ( C ) ( 3 ) 11014 General Operations I Care Atlanta 785 PONCE DE LEON PL NE APT 8 Atlanta GA 30306 844168738 501 ( C ) ( 3 ) 6000 General Operations Ignatius House 6700 Riverside Dr NW Atlanta GA Atlanta GA 30328 580862903 501 ( C ) ( 3 ) 9115 General Operations and Donor Advised Funds Immaculate Heart of Mary Catholic Church 2855 Briarcliff Road Atlanta GA 30329 586012645 501 ( C ) ( 3 ) 22750 Donor Advised Funds Immaculate Heart of Mary Catholic School 2855 BRIARCLIFF ROAD NE ATLANTA GA 30329 586012645 501 ( C ) ( 3 ) 49261 General Operations Interface Outreach Home PO BOX 48075 DORAVILLE GA 30362 581861762 501 ( C ) ( 3 ) 10000 Donor Advised Funds Inward Bound Center 159 San Miquel Road Pasadena CA 91105 272504072 501 ( C ) ( 3 ) 8000 Donor Advised Funds Latin American Association 2750 Buford Highway Atlanta GA 30324 581237316 501 ( C ) ( 3 ) 14000 General Operations Marist School 3790 Ashford Dunwoody Rd NE Atlanta GA 30319 580566204 501 ( C ) ( 3 ) 26000 General Operations and Donor Advised Funds Mercy Care 5134 Peachtree Road Chamblee GA 30341 581752700 501 ( C ) ( 3 ) 37500 Donor Advised Funds Monsignor Walter J Donovan High School 590 Lavender road Athens GA 30606 651169619 501 ( C ) ( 3 ) 26922 General Operations Nature Conservancy 100 Peachtree Street NW Suite 225 Atlanta GA 30303 530242652 501 ( C ) ( 3 ) 90000 Donor Advised Funds Notre Dame Academy 4635 River Green Parkway Duluth GA 30096 841657624 501 ( C ) ( 3 ) 8000 General Operations Our Lady of Mercy Catholic High School 861 Highway 279 Fayetteville GA 30214 582614489 501 ( C ) ( 3 ) 29769 General Operations Our Lady of the Americas Catholic Mission 4603 LAWRENCEVILLE HIGHWAY LILBURN GA 30047 510595285 501 ( C ) ( 3 ) 8000 General Operations and Donor Advised Funds Our Lady of the Assumption Catholic Church 1350 Hearst Drive NE Brookhaven GA 30319 580954717 501 ( C ) ( 3 ) 40000 Donor Advised Funds Our Lady of the Assumption Catholic School 1320 Hearst Dr NE Brookhaven GA 30319 586003076 501 ( C ) ( 3 ) 59056 General Operations and Donor Advised Funds Our Lady of the Mountains Catholic Church 1908 Waleska Hwy 108 Jasper GA 30143 571195461 501 ( C ) ( 3 ) 10236 General Operations and Donor Advised Funds Our Lady of Victory Catholic School 211 Kirkley Road Tyrone GA 30290 582416040 501 ( C ) ( 3 ) 15000 General Operations Our Lady of Vietnam Catholic Church 91 Valley Hill Rd Riverdale GA 30274 582631062 501 ( C ) ( 3 ) 6000 General Operations Pinecrest Academy 955 Peachtree Parkway Cumming GA 30041 582054020 501 ( C ) ( 3 ) 5500 General Operations Pregnancy Aid Clinic PO Box 92 Roswelll GA 30077 581592562 501 ( C ) ( 3 ) 8400 General Operations and Donor Advised Funds Purification of the Blessed Virgin Mary Catholic C 2401 Lake Park Dr Smyrna GA 30080 586012645 501 ( C ) ( 3 ) 7325 General Operations Queen of Angels Catholic School 11340 Woodstock Road Roswell GA 30075 582416044 501 ( C ) ( 3 ) 16504 General Operations Roman Catholic Archdiocese of Atlanta Inc 2401 Lake Park Drive Smyrna GA 30080 580677170 501 ( C ) ( 3 ) 340781 General Operation and Education and Care of Priest Shrine of the Immaculate Conception Church 48 MLK JR DRIVE ATLANTA GA 30303 580622965 501 ( C ) ( 3 ) 5953 General Operations Society of St Vincent de Paul Georgia 2050-C Chamblee Tucker Road Atlanta GA 30341 580967972 501 ( C ) ( 3 ) 150374 General Operations and Donor Advised Funds St Brigid Catholic Church 3400 Old Alabama Rd Creek GA 30022 582414769 501 ( C ) ( 3 ) 14491 General Operations St Catherine of Siena Catholic School 1618 Ben King Road Kennesaw GA 30144 010552300 501 ( C ) ( 3 ) 9000 General Operations St John Neumann Regional Catholic School 791 Tom Smith Road Lilburn GA 30047 581661089 501 ( C ) ( 3 ) 7000 General Operations St John Paul II Parish Mission 2410 S Smith Rd SW Gainseville GA 30504 474945399 501 ( C ) ( 3 ) 12400 General Operations St John the Evangelist Catholic School 240 Arnold Street Hapeville GA 30354 205200945 501 ( C ) ( 3 ) 22919 General Operations St Joseph Catholic Church Marietta 87 Lacy Street NW Marietta GA 30060 580665896 501 ( C ) ( 3 ) 7800 General Operations and Donor Advised Funds St Joseph Catholic School - Athens 958 EPPS BRIDGE PARKWAY Athens GA 30606 580864659 501 ( C ) ( 3 ) 16875 General Operations St Joseph Catholic School - Marietta 81 Lacy Street Marietta GA 30060 580665896 501 ( C ) ( 3 ) 8461 General Operations St Jude the Apostle Catholic Church 7171 Glenridge Drive NE Springs GA 30328 830415529 501 ( C ) ( 3 ) 24553 General Operations and Donor Advised Funds St Jude the Apostle Catholic School 7171 Glenridge Dr NE Springs GA 30328 580877839 501 ( C ) ( 3 ) 10000 General Operations St Lawrence Catholic Church 319 GRAYSON HWY LAWRENCEVILLE GA 30046 531387926 501 ( C ) ( 3 ) 9500 General Operations and Donor Advised Funds St Mary Mother of God Catholic Church 359 Old Griffin Road Jackson GA 30233 582129439 501 ( C ) ( 3 ) 5423 General Operations St Mary's Catholic Church 911 North Broad Street Rome GA 30161 412097947 501 ( C ) ( 3 ) 10500 General Operations St Mary's Catholic School 401 E SEVENTH STREET ROME GA 30161 412097947 501 ( C ) ( 3 ) 36929 General Operations St Peter Claver Regional Catholic School 2560 Tilson Road Decatur GA 30032 581918801 501 ( C ) ( 3 ) 58530 General Operations St Peter the Rock Catholic Church 3594 Barnesville St Thomaston GA 30286 651207195 501 ( C ) ( 3 ) 8201 General Operations St Philip Benizi Catholic Church 591 Flint River Road Jonesboro GA 30238 581036505 501 ( C ) ( 3 ) 8397 General Operations St Pius X Catholic High School 2674 Johnson Road NE Atlanta GA 30345 580706914 501 ( C ) ( 3 ) 187150 General Operations and Donor Advised Funds and Stu St Thomas Aquinas Catholic Church 535 Rucker Road Alpharetta GA 30004 581132909 501 ( C ) ( 3 ) 52397 General Operations St Thomas More Catholic School 630 W Ponce de Leon Ave Decatur GA 30030 580456277 501 ( C ) ( 3 ) 13500 General Operations St Thomas the Apostle Catholic Church 4300 King Springs Road Smyrna GA 30082 581029424 501 ( C ) ( 3 ) 7133 General Operations Sts Peter and Paul Catholic Church 2560 Tilson Road Decatur GA 30032 586014912 501 ( C ) ( 3 ) 6300 General Operations and Donor Advised Funds and Stu University Catholic Center of Emory 1753 N Decatur Rd NE Atlanta GA 30307 582059468 501 ( C ) ( 3 ) 6000 Donor Advised Funds University of Georgia Foundation 294 S Milledge Avenue Athens GA 30605 586033837 501 ( C ) ( 3 ) 26500 Donor Advised Funds Zoo Atlanta 800 Cherokee Ave SE Atlanta GA 30315 581655184 501 ( C ) ( 3 ) 6500 Donor Advised Funds 72 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 $810,520 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. X X false false false false false false false false false DAVID SPOTANSKI DIRECTOR 194162 11650 15360 221172 NANCY COVENY PRESIDENT 128189 7691 15360 151240 X 5 209236 MARKET VALUE 0 false true true PART I, COLUMN B - ITEMS CONTRIBUTED 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 SENDS A CHECK TO THE ORGANIZATION. 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 9 288,346 Beneficiary Endowment Funds Expenses 4,586,846 - Beneficiary Endowment Funds Revenue -------------------------- -4,298,500 = archdiocese of atlanta 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501(C)(3) lINE 1 NA false false true true false false false false false false false false false false false false true false false false ARCHDIOCESE OF ATLANTA C 206509 CASH OR FMV ARCHDIOCESE OF ATLANTA P 175306 Actual Amount ARCHDIOCESE OF ATLANTA B 340781 Actual Amount 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, $206,509 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.