2021-03-08T14:18:07-06:00 2020-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2019-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 4044979440 2021-05-15 true SABRE J LINAHAN P01372980 4048746244 2019 2022-09-23 18:48:47Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 16107549 false X WWW.CFNGA.COM X 1992 GA THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. 24 20 11 50 0 4414843 7661492 130609 167218 3232986 1305207 0 500 7778438 9134417 2397348 2417984 0 0 585274 665996 0 0 411076 343058 284375 3325680 3368355 4452758 5766062 79706946 85364678 16716896 19807914 62990050 65556764 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 2417984 2417984 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. 58229 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. 58228 167218 RECEIVE AND MANAGE ENDOWMENT FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. FOR ENDOWMENT FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. 2534441 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 18 0 true 11 true false false false false false false false false false false false false false false false X 24 20 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 170182 31448 NANCY COVENY PRESIDENT 40.0 0.0 X 123387 0 22855 BRIAN DOOLING DIRECTOR 1.0 40.0 X 0 105910 8632 REVEREND HENRY ATEM DIRECTOR 1.0 40.0 X 0 43230 1800 MOST REVEREND GREGORY DIRECTOR 1.0 40.0 X 0 31972 9842 JAMES LANIER CHAIR 1.0 0.0 X X 0 0 0 KATHLEEN COTE SECRETARY 1.0 0.0 X X 0 0 0 DEONE SPRATTE DEPUTY TREASURER 1.0 0.0 X X 0 0 0 JOHN MONROE TREASURER 1.0 0.0 X X 0 0 0 MICHAEL PETRIK VICE 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 DIRECTOR 1.0 0.0 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 II DIRECTOR 1.0 0.0 X 0 0 0 TIM KEMPER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL MCENANEY DIRECTOR 1.0 0.0 X 0 0 0 CATHERINE PERRY DIRECTOR 1.0 0.0 X 0 0 0 JOHN RIPOLL DIRECTOR 1.0 0.0 X 0 0 0 LLOYD T WHITAKER 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 123387 351294 74577 1 false true false 0 374825 7286667 404023 7661492 FUND MANAGEMENT FEES 523920 167218 167218 167218 1119839 1119839 0 0 0 0 0 7158500 6973132 185368 185368 185368 0 0 0 0 0 0 0 0 0 OTHER INCOME 500 500 500 9134417 167218 1305707 2417984 2417984 0 0 0 152856 21600 63170 68086 0 380087 53733 156905 169449 17177 2421 7143 7613 80339 11323 33408 35608 35537 5034 14629 15874 0 0 0 0 0 119363 119363 20714 3361 4573 12780 67381 67381 0 0 0 49378 7016 20238 22124 0 0 13345 1184 12161 0 0 1368 1368 0 PROGRAM EXPENSE 11969 11969 BOARD AND VOLUNEER EXPENSES 857 857 3368355 2534441 422838 411076 4003498 2508939 0 0 0 0 3715 1491 0 0 0 0 0 0 0 0 7792 7943 32710 28531 5547 4179 75686394 82842126 0 0 0 0 0 0 0 0 79706946 85364678 45244 37932 0 0 0 0 0 0 120757 117331 0 0 0 0 0 0 16550895 19652651 16716896 19807914 X 10973908 12139300 52016142 53417464 62990050 65556764 79706946 85364678 X 5766062 -191282 -3008066 X X false true X true false X 2090928 7852040 8687338 4414843 7661492 30706641 0 0 2090928 7852040 8687338 4414843 7661492 30706641 6478970 24227671 665980 656170 819026 1203536 1119839 4464551 0 500 500 35171692 534773 0.68884 0.70670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 1988151 848094 9068702 true true false true X 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 45572889 750576 -824183 1134414 195455 297040 43872373 0.17970 0.54180 0.27850 false false 3285 1013 2272 22825 20918 1907 6600 6600 0 4179 0 BENEFICIARY ENDOWMENTS 19520244 CHARITABLE GIFT ANNUITY PAYABLE 120897 DUE TO ARCHDIOCESE OF ATLANTA 11134 DUE TO/FROM INTERFUNDS 376 19652651 X 5671620 -191282 7250 -184032 5855652 3278765 3278765 9134417 3104906 7250 7250 3097656 270699 270699 3368355 PART IV, LINE 2B THE FOUNDATION MANAGES FUNDS FOR OTHER ARCHDIOCESEAN ORGANIZATIONS. FUNDS MANAGED FOR OTHER ORGANIZATIONS ARE INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND ARE REPORTED AS CUSTODIAN FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. 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, 2017. Part XI Line 4b Beneficiary Endowment Funds Revenue Part XII Line 4b Beneficiary Endowment Funds Expenses true Blessed Trinity Catholic High School 11320 Woodstock Road Roswell GA 30075 582602641 501 (c) (3) 8000 General Operations Cathedral of Christ the King 2699 Peachtree Rd NE atlanta GA 30305 580644901 501 (c) (3) 57827 General Operations and Donor Advised Funds Catholic Center at Georgia Tech 172 Fourth Street NW atlanta GA 30313 580677170 501 (c) (3) 10446 General Operations Catholic Charities Atlanta Inc 2401 Lake Park Drive SE smyrna GA 30080 581097003 501 (c) (3) 142966 General Operations and Donor Advised Funds Catholic Foundation Annual Fund 5871 Glenridge Drive Suite 300 atlanta GA 30328 582008930 501 (c) (3) 17500 Donor Advised Funds Christ Our Hope Catholic Church 1786 Wellborn Road lithonia GA 30058 581594490 501 (c) (3) 24700 General Operations and Donor Advised Funds Christ the King School 46 PEACHTREE WAY NE atlanta GA 30305 582495851 501 (c) (3) 6500 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 Cool Girls 315 W Ponce De Leon Ave Ste 800 decatur GA 30030 581958246 501 (c) (3) 15000 General Operations and Donor Advised Funds Corpus Christi Catholic Church 600 Mountain View Drive stone mountain GA 30083 581162072 501 (c) (3) 9400 General Operations Cristo Rey Atlanta Jesuit High School 222 Piedmont Ave NE atlanta GA 30308 455550340 501 (c) (3) 21000 General Operations and Donor Advised Funds Divino Nino Jesus Catholic Mission 4400 Abbotts Bridge Rd duluth GA 30097 270567095 501 (c) (3) 6000 General Operations Holy Redeemer Catholic School 3380 Old Alabama Road johns creek GA 30022 582416042 501 (c) (3) 20000 General Operations Holy Spirit Catholic Church 4465 Northside Dr NW atlanta GA 30327 580969299 501 (c) (3) 27217 General Operations Holy Spirit Preparatory School 4449 NORTHSIDE DRIVE atlanta GA 30327 582141813 501 (c) (3) 10857 General Operations Ignatius House Jesuit Retreat Center 6700 Riverside Drive NW atlanta GA 30328 580862903 501 (c) (3) 12656 General Operations and Donor Advised Funds Immaculate Heart of Mary Catholic Church 2855 Briarcliff Road atlanta GA 30329 586012645 501 (c) (3) 9725 Donor Advised Funds Immaculate Heart of Mary Catholic School 2855 BRIARCLIFF ROAD NE atlanta GA 30329 586012645 501 (c) (3) 15000 General Operations Interface Outreach Home PO BOX 48075 doraville GA 30362 581861762 501 (c) (3) 13500 General Operations and Donor Advised Funds Marist School 3790 Ashford Dunwoody Rd NE brookhaven GA 30319 580566204 501 (c) (3) 19500 General Operations and Donor Advised Funds Mercy Care 5134 Peachtree Road chamblee GA 30341 581752700 501 (c) (3) 18960 Donor Advised Funds Mercy Senior Care PO Box 866 rome GA 30162 581366508 501 (c) (3) 6400 General Operations Monsignor Walter J Donovan High School 590 Lavender Road athens GA 30606 651169619 501 (c) (3) 16000 General Operations 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) 23800 General Operations and Donor Advised Funds Our Lady of the Assumption Catholic Church 1350 Hearst Drive NE brookhaven GA 30319 580954717 501 (c) (3) 32200 General Operations and Donor Advised Funds Our Lady of the Assumption Catholic School 1320 Hearst Dr NE brookhaven GA 30319 586003076 501 (c) (3) 52119 General Operations and Donor Advised Funds Our Lady of Victory Catholic School 211 Kirkley Road tyrone GA 30290 582416040 501 (c) (3) 21000 General Operations and Donor Advised Funds Piedmont Hospital Inc 2001 Peachtree Rd NE Suite 400 atlanta GA 30309 580566213 501 (c) (3) 10000 Donor Advised Funds Pinecrest Academy 955 Peachtree Parkway cumming GA 30041 582054020 501 (c) (3) 5500 General Operations Praise Academy 4052 Hiram Lithia Springs Rd SW power springs GA 30127 756050443 501 (c) (3) 6134 Donor Advised Funds Queen of Angels Catholic School 11340 Woodstock Road Roswell GA 30075 582416044 501 (c) (3) 6326 General Operations Roman Catholic Archdiocese of Atlanta Inc 2401 Lake Park Drive SE smyrna GA 30080 580677170 501 (c) (3) 353806 General Operation and Education and Care of Priest San Felipe De Jesus Parish Mission 925 Conley Rd forest park GA 30297 271209914 501 (c) (3) 6000 General Operations Shrine of the Immaculate Conception Church 48 MLK JR DRIVE atlanta GA 30303 580622965 501 (c) (3) 5238 General Operations Society of St Vincent de Paul Georgia 2050-C Chamblee Tucker Road atlanta GA 30341 580967972 501 (c) (3) 17000 General Operations and Donor Advised Funds Southern Methodist University PO Box 750281 dallas TX 75275 750800689 501 (c) (3) 333334 Donor Advised Funds Southern University PO Box 9723 baton rouge LA 70813 237052911 501 (c) (3) 15000 Donor Advised Funds St Catherine of Siena Catholic School 1618 Ben King Road kennesaw GA 30144 010552300 501 (c) (3) 12500 General Operations and Donor Advised Funds St Elizabeth Seton Parish Mission 200 Lafayette Parkway lagrange GA 30241 580572426 501 (c) (3) 6000 General Operations St John Neumann Regional Catholic School 791 Tom Smith Road lilburn GA 30047 581661089 501 (c) (3) 12000 General Operations and Donor Advised Funds St John Paul II Parish Mission 2410 S Smith Rd SW gainseville GA 30504 474945399 501 (c) (3) 6000 General Operations St John the Evangelist Catholic School 240 Arnold Street hapeville GA 30354 205200945 501 (c) (3) 26812 General Operations and Donor Advised Funds St Joseph Catholic Church - Dalton 968 Haig Mill Lake Rd dalton GA 30720 580940137 501 (c) (3) 120000 General Operations St Joseph Catholic School - Athens 958 EPPS BRIDGE PARKWAY athens GA 30606 580864659 501 (c) (3) 12500 General Operations St Joseph Catholic School - Marietta 81 Lacy Street marietta GA 30060 580665896 501 (c) (3) 13376 General Operations St Jude the Apostle Catholic Church 7171 Glenridge Drive NE sandy springs GA 30328 830415529 501 (c) (3) 17699 General Operations and Donor Advised Funds St Katharine Drexel Mission 1227 Scenic Highway lookout mountain GA 30750 473285229 501 (c) (3) 6000 General Operations St Lawrence Catholic Church 319 GRAYSON HWY lawrenceville GA 30346 531387926 501 (c) (3) 5982 General Operations St Mary Parish Mission in Elberton 1009 Benson Street hartwell GA 30643 582096197 501 (c) (3) 6000 General Operations St Mary's Catholic School 401 E SEVENTH STREET rome GA 30161 412097947 501 (c) (3) 21499 General Operations St Matthew Catholic Church - Winder 25 WILKINS ROAD winder GA 30680 582324414 501 (c) (3) 9100 General Operations St Paul of the Cross Catholic Church 551 Harwell Rd NW atlanta GA 30318 581451866 501 (c) (3) 7500 General Operations St Peter Claver Regional Catholic School 2560 Tilson Road decatur GA 30032 581918801 501 (c) (3) 60582 General Operations and Donor Advised Funds St Pius X Catholic High School 2674 Johnson Road NE atlanta GA 30345 580706914 501 (c) (3) 193325 General Operations and Donor Advised Funds and Stu St Thomas Aquinas Catholic Church 535 Rucker Road alpharetta GA 30004 581132909 501 (c) (3) 49799 General Operations St Thomas More Catholic School 630 W Ponce de Leon Ave decatur GA 30030 580456277 501 (c) (3) 65995 General Operations St Thomas the Apostle Catholic Church 4300 King Springs Road SE smyrna GA 30082 581029424 501 (c) (3) 6765 General Operations St Toribo Romo Parish Mission 968 Haig Mill Lake Road dalton GA 30720 461544188 501 (c) (3) 6000 General Operations St Vincent de Paul Georgia 2050-C Chamblee Tucker Road atlanta GA 30341 580967972 501 (c) (3) 10000 Donor Advised Funds Sts Peter & Paul Catholic Church 2560 Tilson Road decatur GA 30032 586014912 501 (c) (3) 11000 General Operations and Donor Advised Funds University of Memphis Foundation 635 Normal Street memphis TN 38152 626048540 501 (c) (3) 10000 Donor Advised Funds 62 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. NUMBEROUS 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 $633,893 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 170182 24700 6748 201630 X 4 185006 MARKET VALUE X 2 219017 Market Value 2 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 9 270,699 Beneficiary Endowment Funds Expenses 3,278,765 - Beneficiary Endowment Funds Revenue -------------------------- -3,008,066 = 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 374825 CASH OR FMV ARCHDIOCESE OF ATLANTA P 172194 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, $374,825 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.