2021-10-20T16:29:44-05:00 2020-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2020-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 6160 S Syracuse Way Suite 111 Greenwood Village CO 80111 Steven Stemper PRESIDENT 3034689885 2021-10-18 true Steven Stemper 999009999 Adam R Smith CPA P00958966 7194714290 2 2020 2022-09-23 18:48:47Z X STEVEN STEMPER 6160 S Syracuse Way 111 Greenwood Village CO 80111 63296268 false X WWW.THECATHOLICFOUNDATION.COM X 1998 CO THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. 19 19 11 19 0 11393747 14623226 0 0 1410131 2241125 0 0 12803878 16864351 12266218 9966013 0 0 1133637 961800 0 0 128675 930206 744202 14330061 11672015 -1526183 5192336 139768182 163286310 29801523 35078418 109966659 128207892 X THE FOUNDATION IS CALLED BY JESUS CHRIST: TO PROMOTE THE MISSION OF THE CHURCH IN NORTHERN COLORADO BY ENCOURAGING FINANCIAL STEWARDSHIP; TO FAITHFULLY STEWARD AND DISTRIBUTE FUNDS ENTRUSTED TO THE FOUNDATION; AND TO COOPERATE WITH PARISHES AND OTHER CATHOLIC ORGANIZATIONS TO DEVELOP ADDITIONAL RESOURCES AND SUPPORT. false false 1832452 1832410 The Catholic Foundation cares for the community by making grants to charitable organizations helping to bring the light of Christ to the poor and broken in our world. 2174447 2156824 COMMITTED TO TEACHING OUR CHILDREN, THE CATHOLIC FOUNDATION AWARDS GRANTS TO CATHOLIC SCHOOLS ACROSS NORTHERN COLORADO TO BENEFIT SCHOLARSHIP PROGRAMS, PROVIDE TUITION ASSISTANCE, AND ENABLE THE SCHOOLS TO PROVIDE A JUST WAGE TO THEIR TEACHERS. 2883243 2767343 THE CATHOLIC FOUNDATION SUPPORTS THE PREPARATION OF PRIESTS THROUGH GRANTS, SUPPORTING THE OPERATIONS AND NEEDS OF ST. JOHN VIANNEY THEOLOGICAL SEMINARY AND REDEMPTORIS MATER MISSIONARY SEMINARY. 3209782 3209436 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 3209782 3209436 10099924 true true false false false true false false false true true true false false true false false true false false false true false false false false false true false true false false false false false false false false true false false false true false false false false true 0 0 11 true false false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false false true true true true true true false false X THE ORGANIZATION 3034689885 6160 S SYRACUSE WAY 111 Greenwood Village CO 80111 Steven Stemper President & CEO 45.0 0.0 X 214080 0 40545 Michelle Fehn CFO 45.0 0.0 X 128523 0 34540 Mr Jim Baron Secretary 1.0 0.0 X X 0 0 0 Mr John Zimmerman Director 1.0 0.0 X 0 0 0 Mr Mark Bauman Director 1.0 0.0 X 0 0 0 Very Rev Randy Dollins VG Director 1.0 0.0 X 0 0 0 Archbishop Samuel J Aquila Director 1.0 0.0 X 0 0 0 Mr Rick Wagner Chair 1.0 0.0 X X 0 0 0 Pat Bridges Director 1.0 0.0 X 0 0 0 Mr Terry Gallagher Director 1.0 0.0 X 0 0 0 Mrs Tricia Jansen Vice Chair 1.0 0.0 X X 0 0 0 Mr Adam Truitt Director 1.0 0.0 X 0 0 0 Mr Bill Pierini Director 1.0 0.0 X 0 0 0 Mr Keith Parsons Director 1.0 0.0 X 0 0 0 Deacon Daniel Cook Director 1.0 0.0 X 0 0 0 Anne Marie Frigon Director 1.0 0.0 X 0 0 0 Sergio Gutierrez Director 1.0 0.0 X 0 0 0 Judy LaFleur Director 1.0 0.0 X 0 0 0 Jennifer L Neppel Director 1.0 0.0 X 0 0 0 Ann Marie White Treasurer 1.0 0.0 X X 0 0 0 Toni Vaeth Director 1.0 0.0 X 0 0 0 342603 0 75085 2 false true false 0 14623226 8969401 14623226 0 1033413 1033413 0 0 0 0 0 46966577 673052 45993284 438633 973293 234419 1207712 1207712 0 0 0 0 0 0 0 0 0 0 16864351 2241125 9860113 9860113 0 105900 105900 0 417687 417687 0 400275 400275 26561 26561 59457 59457 57820 57820 0 6984 6984 40784 40784 0 0 114636 114636 13242 6315 6927 19348 19348 31611 265 29023 2323 93799 93799 0 54574 54574 11290 11290 0 5434 5434 126087 123716 2371 0 16395 16395 68049 17640 50409 DEVELOPMENT MARKETING 113378 75000 38378 ROSARIES & PRAYER BOOKS 9930 9930 OTHER GIFTS 5604 5604 MISCELLANEOUS 13057 13057 11672015 10099924 1443416 128675 350509 343630 1022546 1330764 8906807 8806607 3250 0 0 0 0 0 0 0 0 0 73054 83093 3555595 163818 1660540 3391777 101906209 123440913 25845267 25889526 0 0 0 0 0 0 139768182 163286310 372615 260582 530519 246966 36757 35389 0 0 0 0 0 0 3200003 3200003 0 129200 25661629 31206278 29801523 35078418 X 48998103 59904248 60968556 68303644 109966659 128207892 139768182 163286310 5192336 13048897 X false true X true false X 6986076 7987750 10062257 11393747 14623226 51053056 0 0 6986076 7987750 10062257 11393747 14623226 51053056 12483635 38569421 347088 493803 782849 1052727 1246403 3922870 502357 423481 386047 1311885 403383 303500 706883 56994694 0.67672 0.71985 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119 145 9040746 2282582 5466965 1662562 44509760 19096789 true true 55039049 532713 6883121 2586426 59868457 46989966 2816083 7628051 2395051 55039049 50925576 1987243 -3410179 2512674 46989966 44314484 3549445 5240359 2178712 50925576 40768206 3798734 1655941 1908397 44314484 false false 3247250 3247250 110000 110000 173202 139875 33327 25143 23943 1200 3391777 ALTERNATIVE INVESTMENTS 25889526 25889526 0 INVESTMENTS HELD IN TRUST 31206278 31206278 29798612 13048897 13048897 16749715 114636 114636 16864351 11557379 11557379 114636 114636 11672015 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TEMPORARILY RESTRICTED NET ASSETS ARE THOSE WHOSE USE BY THE FOUNDATION HAS BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE FOUNDATION IN PERPETUITY. ENDOWMENTS HAVE BEEN RESTRICTED FOR THE USE OF THE FOLLOWING: CARING FOR OUR POOR, TEACHING OUR CHILDREN, SPREADING THE GOSPEL, STRENGTHENING OUR PARISHES, PREPARING OUR PRIESTS, AND TIME RESTRICTION. Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED ITS INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true Sub-Saharan Africa 0 Grantmaking 95900 East Asia and the Pacific Grantmaking 10000 Central America and the Caribbean Investments 26531 0 0 132431 132431 Sub-Saharan Africa Caring for 10000 Check Sub-Saharan Africa Teaching 43400 Check Sub-Saharan Africa Caring for 7500 Check Sub-Saharan Africa Caring for 35000 Check East Asia and the Pacific Caring for 10000 Check 5 true false true true true false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: FROM THE FOUNDATION'S POLICY STATEMENT REGARDING INTERNATIONAL GRANT MAKING AND THE MAKING OF GRANTS TO CERTAIN OTHER ORGANIZATIONS, PROJECTS AND INITIATIVES: PROJECT MONITORING: THE PROPOSED PROJECT MUST INCLUDE MEANINGFUL PROCESSES BY WHICH THE COMMITTEE OR INDIVIDUAL DESIGNATED MAY ASSESS THE PROJECT IN TERMS OF MEETING STATED GOALS, INCLUDING REGULAR ACCOUNTING FOR USE OF GRANT FUNDS BY THE FOREIGN ORGANIZATION RECIPIENT AND POSSIBLY INCLUDING FIELD INVESTIGATIONS AFTER THE GRANT IS MADE. THIS CORPORATION SHALL RETAIN THE RIGHT TO WITHDRAW APPROVAL OF A GRANT AND TO RECEIVE A REFUND OF ANY UNEXPENDED GRANT FUNDS IN THE EVENT THAT IT IS DETERMINED BY SAID COMMITTEE OR INDIVIDUAL THAT THE PROJECT IS NOT MEETING ITS STATED GOALS, OR THAT ANY OF THE PRECONDITIONS SET FORTH IN THE GRANT ARE NOT BEING SATISFIED. WHEREVER FEASIBLE, GRANT FUNDS WILL BE RELEASED FOR SPECIFIC PROJECTS ON AN AS NEEDED BASIS. SCHEDULE F, PART I, LINE 3(3) DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 26,531 true A Precious Child Inc 7051 W 118th Ave Broomfield CO 80020 263349334 501(c)(3) 10000 Spreading Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 11000 Spreading ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(c)(3) 43500 Teaching All Saints Attn Msgr Peter Quang Nguyen Past Denver CO 80219 840461044 501(c)(3) 10000 Strengthening Amazing Parish 6160 S Syracuse Way Suite 220 Greenwood Village CO 80111 830335099 501(c)(3) 29500 Strengthening Annunciation Catholic School 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 12000 Teaching Annunciation Church - Twin Parishes Food Bank 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 15000 Caring for AOD - Archbishop Catholic Appeal PO Box 100316 Denver CO 80250 840499858 501(c)(3) 411744 Preparing AOD - Emergency Grants to Parishes 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 78552 Strengthening AOD - Mt Olivet Cemetery 3801 E Florida Ave Suite 909 Denver CO 80210 840499858 501(c)(3) 80000 Spreading AOD - Office of Catholic Schools 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 71759 Teaching AOD - Office of Evangelization & Family 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 37347 Caring for AOD - Office of Vocations 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 6470 Spreading AOD - Prophet Elijah House 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 81500 Caring for Archdiocese of Denver 1300 South Steele Street Denver CO 80210 840499858 501(c)(3) 46000 Strengthening Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 60600 Teaching Association for the Promotion of the Apostolate - 3290 W Milan Avenue Englewood CO 80110 274663351 501(c)(3) 31128 Teaching Assumption Catholic School 2341 E 78th Ave Denver CO 802296102 840449275 501(c)(3) 10000 Teaching Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 275250 Teaching Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 58500 Caring for Bishop Machebeuf High School PO Box 100676 Denver CO 80210 841490220 501(c)(3) 179920 Teaching Blessed Miguel Pro Catholic Academu 3050 W 76th Avenue Westminster CO 80030 840469648 501(c)(3) 10000 Teaching Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(c)(3) 10000 Teaching Camilla Hall Nursing Home 1145 King Road Immaculate PA 193450100 231576706 501(c)(3) 26000 Caring for Camp Wojtyla PO Box 116 Erie CO 80516 264365733 501(c)(3) 14034 Teaching Capuchin Poor Clares of Denver 3325 Pecos St Denver CO 80211 841151016 501(c)(3) 5500 Spreading Catholic Charities - Marisol Health 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 77500 Caring for Catholic Charities - Marisol Home 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 7000 Caring for Catholic Charities - Shelters 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 623500 Caring for Catholic Charities - Western Slope 1004 Grand Avenue Glenwood Springs CO 81601 840686679 501(c)(3) 20000 Caring for Catholic Charities & Community Services 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 314124 Caring for Catholic Laity and Clergy Renewal 6160 S Syracuse Way 200 Greenwood Village CO 80111 842182176 501(c)(3) 200000 Spreading Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(c)(3) 10000 Spreading Centro San Juan Diego 2830 Lawrence St Denver CO 80205 840499858 501(c)(3) 9500 Caring for Chesterton Academy of St John Paul II 1250 7th Street Windsor CO 80550 844250015 501(c)(3) 200000 Teaching Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(c)(3) 79250 Spreading Communio 5901 Kingstowne Village Pkwy 102 Alexandria VA 22315 815362485 501(c)(3) 75000 Spreading Companions of Christ 1050 Pennsylvania St Denver CO 80203 261579250 501(c)(3) 6000 Spreading Courage International Inc 8 Leonard Street Norwalk CT 06850 800615570 501(c)(3) 50000 Caring for Cross Catholic Outreach 2700 N Military Trail Suite 240 Boca Raton FL 334273908 651156061 501(c)(3) 5804 Spreading DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 07738 222245377 501(c)(3) 18000 Caring for Dillon Area Love Inc PO Box 1447 Dillon MT 59725 464735891 501(c)(3) 10000 Spreading Diocese of Phoenix 400 E Monroe St Phoenix AZ 85004 860223974 501(c)(3) 10000 Strengthening Disciples of the Hearts of Jesus and Mary Inc StMary Parish 6853 S Prince St Littleton CO 80120 202402662 501(c)(3) 9500 Spreading Dominican Home Health Agency 2501 Gaylord Street Denver CO 80205 840567786 501(c)(3) 46500 Caring for Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 7500 Spreading Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 12500 Spreading Dynamic Catholic Institute 5801 Olympic Blvd Erlanger KY 41018 264549213 501(c)(3) 5500 Spreading ENDOW 6160 Syracuse Way Suite 210 Greenwood Village CO 80111 830362209 501(c)(3) 40000 Spreading Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 17000 Spreading Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 511302 Spreading Growing Empowerment 273 Prentice Trail Carbondale CO 816239825 812867478 501(c)(3) 10000 Caring for Guadalupe Associates Inc 273 Prentice Trail Carbondale CO 816239825 812867478 501(c)(3) 25000 Caring for Guardian Angels Catholic School PO Box 444 Mead CO 80542 451571652 501(c)(3) 10250 Teaching Holy Cross Catholic Church 9371 Wigham Street Thornton CO 80229 840483055 501(c)(3) 40000 Strengthening Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 11500 Teaching Holy Ghost Catholic Church Father Woodys Christmas Dinner 190 Denver CO 80202 840402681 501(c)(3) 25500 Strengthening Holy Name Parish - Englewood 3290 W Milan Ave Englewood CO 80110 840422002 501(c)(3) 91000 Strengthening Holy Name Parish - Steamboat 3290 W Milan Avenue Sheridan CO 80110 840422002 501(c)(3) 10000 Strengthening Human Services Campus Inc 204 S 12th Avenue Phoenix AZ 85007 463333160 501(c)(3) 10000 Caring for Intercessors of the Trinity PO Box 712 Evergreen CO 804370712 453221857 501(c)(3) 5500 Spreading JK Mullen HS 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 31000 Teaching Lanteri Center for Ignatius Spirituality 416 22nd St Denver CO 80205 201891947 501(c)(3) 12000 Spreading Light of the World Catholic Church 10316 W Bowles Avenue Littleton CO 80127 840891806 501(c)(3) 15000 Strengthening Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 15900 Caring for Marian Fathers at the Nat'l Shrine of The Divine M PO Box 716 Stockbridge MA 01262 208599030 501(c)(3) 10500 Spreading Marriage Missionaries 12577 N 2nd Street Parker CO 80134 364725687 501(c)(3) 10500 Spreading Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 18000 Caring for Metal of Honor Fund 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 25000 Caring for Most Precious Blood Parish Center 2250 S Harrison Denver CO 80210 840439518 501(c)(3) 27500 Strengthening Mother Cabrini Shrine 20189 Cabrini Blvd Golden CO 80401 840405262 501(c)(3) 100500 Caring for National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 50000 Caring for Nativity of Our Lord School 900 W Midway Blvd Broomfield CO 80020 840514655 501(c)(3) 20000 Teaching Notre Dame Catholic School & Parish 2165 S Zenobia Dener CO 80219 800016188 501(c)(3) 10000 Teaching Our Lady of Grace 2645 East 48th Avenue Denver CO 80216 840568886 501(c)(3) 47914 Strengthening Our Lady of Lourdes Catholic School 2256 South Logan St Denver CO 80210 840421979 501(c)(3) 127609 Teaching Our Lady of Lourdes Classical School 2256 South Logan St Denver CO 80210 840421979 501(c)(3) 51500 Teaching Paradisus Dei Inc PO Box 19127 Houston TX 77224 061699099 501(c)(3) 6000 Spreading Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(c)(3) 7500 Spreading Presentation of Our Lady Parish 665 Irving Street Denver CO 80204 840404270 501(c)(3) 20000 Strengthening Queen of Peace Catholic Church 13120 E Kentucky Ave Aurora CO 80012 840591394 501(c)(3) 350000 Strengthening Regis Jesuit High School 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 27000 Teaching Regis University 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 32000 Teaching Religious Freedom Institute 1050 30th Street NW Washington DC 20007 810983298 501(c)(3) 75000 Spreading Sacred Heart of Jesus Catholic School 1317 Mapleton Avenue Boulder CO 80304 840404918 501(c)(3) 10000 Teaching Seeds of Hope 3801 E Florida Ave Suite 909 Denver CO 80210 841437053 501(c)(3) 157750 Teaching Sisters of Life 2771 Zenobia St Denver CO 80212 061579167 501(c)(3) 17000 Spreading Sisters of the Good Shepherd Province of Mid-North 7654 Natural Bridge Rd Saint Louis MO 63121 364607349 501(c)(3) 10000 Spreading SJV-RM Appeal 3801 E Florida Ave Suite 909 Denver CO 80210 841495066 501(c)(3) 80295 Preparing Society of St Vincent de Paul 265 Monroe Street Denver CO 80206 824950153 501(c)(3) 23000 Caring for Sophia Institute for Teachers PO Box 5284 Manchester NH 03108 222548708 501(c)(3) 50000 Teaching Spitzer Center for Ethical Leadership 6160 S Syracuse Way 150 Greenwood Village CO 80111 202835097 501(c)(3) 50000 Spreading St Peter Catholic Chuch 915 12th Street Greeley CO 80631 840423075 501(c)(3) 413000 Strengthening St Andrews Church 412 Dexter Street Wray CO 80758 840534149 501(c)(3) 5590 Strengthening St Anthony Catholic Church 326 S 3rd St Sterling CO 80751 840461557 501(c)(3) 100000 Strengthening St Catherine of Siena School & Parish 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 8500 Teaching St Clare of Assisi Catholic School PO Box 1390 Edwards CO 81632 841237387 501(c)(3) 23278 Teaching St Frances Cabrini Parish 6673 West Chatfield Ave Littleton CO 80128 237283675 501(c)(3) 9000 Strengthening St Francis de Sales School 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 10000 Teaching St Francis of Assisi Catholic Parish 3791 Pike Rd Longmont CO 80503 840881712 501(c)(3) 26000 Strengthening St Ignatius Loyola Catholic Church 2309 Gaylord Street Denver CO 80205 840405514 501(c)(3) 21000 Strengthening St James Catholic School 1314 Newport St Denver CO 80220 840402708 501(c)(3) 10000 Teaching St John Vianney Theological Seminary 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 2269304 Preparing St John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(c)(3) 10500 Strengthening St Joseph Church & School 101 North Howes St Fort Collins CO 80521 840413978 501(c)(3) 11926 Strengthening St Louis Catholic School & Parish- Louisville 902 Grant Ave Louisville CO 80027 846012535 501(c)(3) 15000 Teaching St Martin de Porres Church 3300 Table Mesa Dr Boulder CO 80303 840584119 501(c)(3) 36000 Strengthening St Mary's Catholic School - Littleton 6853 S Prince St Littleton CO 80120 840436373 501(c)(3) 10000 Teaching St Patrick Catholic Church 519 S Interocean Holyoke CO 80734 841239433 501(c)(3) 5590 Strengthening St Pius X Catholic School 13680 E 14th Place Denver CO 80011 840457083 501(c)(3) 10000 Teaching St Rafka Maronite Church (Mission of Hope & Mercy c/o Apostolate of Our Lady of Hope Lakewood CO 80214 474855538 501(c)(3) 10000 Caring for St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 16750 Teaching St Sebastian Project Denver 9816 E Crestling Circle Greenwood Village CO 80111 272907865 501(c)(3) 16000 Teaching St Therese Catholic Church - Frederick 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 250000 Teaching St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 10000 Teaching St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 12650 Spreading St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 37020 Strengthening St Thomas More School 8035 S Quebec Street Centennial CO 80112 840642458 501(c)(3) 25000 Teaching St Vincent de Paul Parish 2375 E Arizona Avenue Denver CO 80210 840439603 501(c)(3) 43000 Strengthening Sts Peter & Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 10000 Teaching The Catholic Foundation of Greater Philadelphia 100 North 20th Street 301 Philadelphia PA 19103 461566557 501(c)(3) 25000 Caring for The Institute for Catholic Liberal Education PO Box 4638 Ventura CA 93007 541607202 501(c)(3) 17000 Teaching The Ohio State University Foundation PO Box 710811 Columbus OH 432710811 316025986 501(c)(3) 25000 Teaching The Papal Foundation 150 Monument Road Suite 609 Bala Cynwd PA 19004 232511991 501(c)(3) 130000 Spreading Thomas More College of Liberal Arts 6 Manchester Street Merrimack NH 030549947 020344073 501(c)(3) 75000 Spreading University of Colorado Foundation PO Box 17126 Denver CO 80217 846049811 501(c)(3) 10000 Teaching Wellspring Catholic Academy of St Bernadette 1100 Upham St Lakewood CO 80214 840431890 501(c)(3) 10000 Teaching Wyoming Catholic College 306 Main St Lander WY 82520 830434307 501(c)(3) 120000 Teaching Zarlengo Foundation PO Box 1911 Wheatridge CO 80033 800015548 501(c)(3) 11000 Teaching 152 5 Schedule I, Part I, Question 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: Following approval of a grant, a grant award letter and general grant terms, conditions, and understandings, together with the award check is sent to each recipient. The grant award letter and terms and conditions (which together constitute the grant agreement) outline the specific award stipulations including the purpose for which the funds are to be used, the length of the grant period, and required expenditure reporting after the close of the grant period, if any. Grantee deposit of the award check indicates acceptance of the grant's terms and conditions, and affirm their tax-exempt status. The terms and conditions of accepting foundation grant funds also require grant recipients to report any change to their tax exempt status during the grant term. Furthermore, recipients must submit written requests in advance to change the grant purpose or if the funds are unexpended within the grant period. X X X false false false false false false false false true true Steven Stemper President & CEO 214080 12845 27700 254625 Michelle Fehn CFO 128523 7711 26829 163063 SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: STEVEN STEMPER'S CURRENT COMPENSATION IS COVERED BY HIS INITIAL CONTRACT OF NOVEMBER 2012. PLEASE SEE SCHEDULE O, PART VI, QUESTION 15A NARRATIVE FOR MORE INFORMATION. X 101 6786651 SALES PRICE X 3 2182750 FMV false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: THE CATHOLIC FOUNDATION ENGAGES REAL ESTATE PROFESSIONALS WHO EITHER VOLUNTEER THEIR SERVICES OR ENTER A CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION IN ORDER TO SELL REAL ESTATE THAT IS DONATED TO THE FOUNDATION. SCHEDULE M, PART I, COLUMN B THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4D Description of other program services: THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING,AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. The Foundation strengthens parishes throughout northern Colorado, through grants providing operating support and capital needs. In addition, the Foundation assists in the establishment of Parish Funds to facilitate the Parish's planned giving efforts. Expenses of $3,209,782 including grants of $3,209,436. Form 990, Part VI, Section B, line 11b PROCESS TO REVIEW THE FORM 990: THE 990 IS COMPLETED BY THE FOUNDATION'S TAX FIRM, BKD, IN COOPERATION WITH THE FOUNDATION'S STAFF. THE RETURN IS REVIEWED BY MANAGEMENT AND THEN BY THE BOARD'S AUDIT COMMITTEE. Form 990, Part VI, Section B, line 12c PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE BOARD OF TRUSTEES OF THE CATHOLIC FOUNDATION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY ON MARCH 7, 2005. IN ADDITION TO TRUSTEES AND OFFICERS, THE POLICY APPLIES TO ALL EMPLOYEES, COMMITTEE MEMBERS, AND VOLUNTEERS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE FOUNDATION. THE POLICY IDENTIFIES AND DEFINES INTERESTED PARTIES, THE NATURE OF POTENTIAL CONFLICTS, INCLUDING USE OF CONFIDENTIAL INFORMATION FOR PERSONAL GAIN AND A PROHIBITION AGAINST LOANS BY/TO THE FOUNDATION TO ANY TRUSTEE OR OFFICER AS WELL AS PROCEDURES FOR DISCLOSURE, REVIEW, AND ACTION ON CONFLICTS OF INTEREST AS THEY ARISE. ADDITIONALLY, THE POLICY REQUIRES ANNUAL COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE STATEMENT BY THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE FOUNDATION. THE CONFLICT OF INTEREST POLICY TOGETHER WITH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND GIFT POLICY AND DISCLOSURE FORM ARE DISTRIBUTED ANNUALLY TO OFFICERS and TRUSTEES. THESE INDIVIDUALS ARE ASKED TO REVIEW THE POLICY AND COMPLETE AND RETURN BOTH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND THE GIFT POLICY AND DISCLOSURE FORM. IN CONNECTION WITH, AND PRIOR TO THE FOUNDATION'S ENTERING INTO, ANY TRANSACTION OR ARRANGEMENT THAT MIGHT PRESENT AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE RESPONSIBLE PERSON INVOLVED SHALL DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST IN THE TRANSACTION, AS WELL AS ALL MATERIAL FACTS RELATING TO THE TRANSACTION. IN THE CASE OF FOUNDATION STAFF, THIS DISCLOSURE SHOULD BE MADE TO THE PRESIDENT (OR IF THE PRESIDENT IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IN THE CASE OF TRUSTEES, THIS DISCLOSURE SHOULD BE MADE TO THE BOARD CHAIR, (OR IF THE BOARD CHAIR IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD AS A WHOLE. IF THE BOARD OR ANY COMMITTEE OF THE BOARD PROPERLY DELEGATED SUCH POWER DETERMINES THAT A CONFLICT OF INTEREST EXISTS AND CANNOT BE ELIMINATED OR AVOIDED AND, IF APPROPRIATE, THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE FOUNDATION DESPITE THE EXISTENCE OF THE CONFLICT, BASED ON WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS AT LEAST AS FAVORABLE TO THE FOUNDATION AS AN ARM'S-LENGTH TRANSACTION WITH DISINTERESTED INDIVIDUALS OR ORGANIZATIONS. THE DECISION OF THE BOARD OR COMMITTEE SHALL REST IN ITS SOLE DISCRETION, BUT SHALL BE MADE IN GOOD FAITH AND IN MANNER SUCH BOARD OR COMMITTEE REASONABLY BELIEVES TO BE IN THE FOUNDATION'S BEST INTEREST. Form 990, Part VI, Section B, line 15a REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: PURSUANT TO I.R.C. 5498, COMPENSATION IS INDEPENDENTLY DETERMINED BY DISINTERESTED BOARD MEMBERS (I.E. THE CHAIRMAN OF THE BOARD OF TRUSTEES IN CONSULTATION WITH OTHER TRUSTEES) ON A YEARLY BASIS. IN MAKING THIS DETERMINATION, THE CHAIRMAN RELIES ON APPROPRIATE COMPARABILITY DATA AND THEN DOCUMENTS THE DECISION IN THE BOARD OF TRUSTEE MEETING MINUTES EACH YEAR. IN NOVEMBER 2012, THE BOARD HIRED DEACON STEVEN STEMPER AS PRESIDENT AND CEO OF THE FOUNDATION. TOM HEULE, THEN CHAIRMAN OF THE BOARD OF TRUSTEES, WAS RESPONSIBLE FOR THE DRAFTING AND REVIEW OF THE CEO EMPLOYMENT AGREEMENT. MR. HEULE UTILIZED THE BRYAN CAVE LAW FIRM TO ASSIST IN THE PROCESS. MR. STEMPER'S CONTRACT WAS NEGOTIATED AND AGREED TO BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, line 15b REVIEW OF OTHER OFFICER COMPENSATION: THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND THE COMPENSATION COMMITTEE APPROVES THE COMPENSATION. Employees are evaluated on an annual basis with a formal review process and raises are determined by management utilizing industry salary surveys. Personnel costs are included in the annual budget review by the Board of Trustees. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE FOUNDATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE WEBSITE OF THE COLORADO SECRETARY OF STATE. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 6160 S Syracuse Way Denver CO 80210 464051529 RE Holdings CO 2222750 3357250 catholic fdn