THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC (EIN 58-2008930)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-27
- IRS object ID
- 202030589349300008
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-27T09:35:16-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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) |
|---|---|---|
| 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 | 2020-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY H BOTELER | PreparerPersonNm |
| PTIN | P00052048 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2020-02-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.117.199.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-25 | IPDt |
| IP Tm | 11:57:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F91277D9EC1C577634FCD4107B445CC6CBBB749 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $32,856,958 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNGA.ORG | 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. WE ATTRACT, PROFESSIONALLY MANAGE AND INVEST GIFTS TO SUPPORT THE CURRENT AND LONG TERM FINANCIAL NEEDS OF PARISHES, SCHOOLS, CHARITIES, AND OTHER MINISTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,687,338 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,414,843 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $103,281 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $975,425 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,232,986 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,766,044 | PYTotalRevenueAmt |
| CY Total Revenue | $7,778,438 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,902,934 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,397,348 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $581,820 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $585,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $415,093 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $289,064 | PYOtherExpensesAmt |
| CY Other Expenses | $343,058 | CYOtherExpensesAmt |
| PY Total Expenses | $2,773,818 | PYTotalExpensesAmt |
| CY Total Expenses | $3,325,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,992,226 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,452,758 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,877,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,706,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,404,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,716,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,472,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,990,050 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,252,943 | ExpenseAmt |
| Grant | $2,397,348 | 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 | $125,164 | 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) |
|---|---|---|
| Expense | $125,164 | ExpenseAmt |
| Revenue | $130,609 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,503,271 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN RONCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 30342 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JAMES LANIER | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL PETRIK | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN MONROE | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIMOTHY KEMPER | |||||||
| DEPUTY TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHLEEN COTE | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEJANDRO COSS | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DOOLING | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $41,298 | $9,648 | |
| CATHERINE PERRY | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SPOTANSKI | |||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $181,066 | $49,362 | |
| DAVIID K WITHERS | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEONE SPRATTE | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DICK WHITE | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOLLY FAIRCLOUGH | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK HOLZGREFE III | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES E WINCHESTER JR | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN HARVEY | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF HAIDET | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN RIPOLL | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CHRISTOPHER | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW GRIES | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCENANEY | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MOST REVEREND WILTON D GREGORY SLD | |||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $24,118 | $63,018 | |
| NANCY E PETERMAN | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP COLETTI | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REVEREND HENRY ATEM | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $41,056 | $25,072 | |
| NANCY COVENY | |||||||
| EXEC. DIRECTOR | 40.00 | 0.00 | Yes (X) | $120,792 | $0 | $21,734 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,792 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $287,538 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $400,050 | RelatedOrganizationsAmt |
| All Other Contributions | $4,014,793 | AllOtherContributionsAmt |
| Noncash Contributions | $460,355 | NoncashContributionsAmt |
| Total Contributions | $4,414,843 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND MANAGEMENT FEES | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $130,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,609 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,203,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,203,536 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,107,970 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,078,520 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,029,450 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,029,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,029,450 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,778,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,363,595 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397,348 | TotalAmt |
| Program Services | $2,397,348 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,634 | TotalAmt |
| Program Services | $21,722 | ProgramServicesAmt |
| Management And General | $63,518 | ManagementAndGeneralAmt |
| Fundraising | $67,394 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,587 | TotalAmt |
| Program Services | $43,346 | ProgramServicesAmt |
| Management And General | $126,754 | ManagementAndGeneralAmt |
| Fundraising | $134,487 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,349 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
| Management And General | $9,200 | ManagementAndGeneralAmt |
| Fundraising | $9,983 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,257 | TotalAmt |
| Program Services | $10,377 | ProgramServicesAmt |
| Management And General | $30,157 | ManagementAndGeneralAmt |
| Fundraising | $32,723 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,447 | TotalAmt |
| Program Services | $4,640 | ProgramServicesAmt |
| Management And General | $13,516 | ManagementAndGeneralAmt |
| Fundraising | $14,291 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,358 | TotalAmt |
| Program Services | $88 | ProgramServicesAmt |
| Management And General | $61,049 | ManagementAndGeneralAmt |
| Fundraising | $8,221 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,156 | TotalAmt |
| Management And General | $2,730 | ManagementAndGeneralAmt |
| Fundraising | $10,426 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,480 | TotalAmt |
| Program Services | $3,872 | ProgramServicesAmt |
| Management And General | $16,492 | ManagementAndGeneralAmt |
| Fundraising | $60,116 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,698 | TotalAmt |
| Program Services | $10,396 | ProgramServicesAmt |
| Management And General | $7,887 | ManagementAndGeneralAmt |
| Fundraising | $28,415 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,818 | TotalAmt |
| Program Services | $6,773 | ProgramServicesAmt |
| Management And General | $19,685 | ManagementAndGeneralAmt |
| Fundraising | $21,360 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,461 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
| Fundraising | $3,411 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,833 | TotalAmt |
| Management And General | $7,923 | ManagementAndGeneralAmt |
| Fundraising | $1,910 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,551 | TotalAmt |
| Management And General | $2,551 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,103 | TotalAmt |
| Management And General | $6,103 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $62,338 | $1,543 | $38,949 | $21,846 |
| SUBSCRIPTIONS | $1,112 | $752 | $360 | |
| MEMBERSHIP FEES | $150 | $150 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,325,680 | TotalAmt |
| Program Services | $2,503,271 | ProgramServicesAmt |
| Management And General | $407,316 | ManagementAndGeneralAmt |
| Fundraising | $415,093 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,335 | BOYAmt |
| EOY | $4,003,498 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,240 | BOYAmt |
| EOY | $3,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,599 | BOYAmt |
| EOY | $7,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,710 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,098 | BOYAmt |
| EOY | $5,547 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,960,082 | BOYAmt |
| EOY | $75,686,394 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,877,354 | BOYAmt |
| EOY | $79,706,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,919 | BOYAmt |
| EOY | $45,244 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,684 | BOYAmt |
| EOY | $120,757 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,255,901 | BOYAmt |
| EOY | $16,550,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,404,504 | BOYAmt |
| EOY | $16,716,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,624,674 | BOYAmt |
| EOY | $10,973,908 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,861,084 | BOYAmt |
| EOY | $17,291,713 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,987,092 | BOYAmt |
| EOY | $34,724,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,472,850 | BOYAmt |
| EOY | $62,990,050 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,877,354 | BOYAmt |
| EOY | $79,706,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,452,758 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$230,277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,705,281 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,745,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,090,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,852,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,687,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,414,843 | CurrentTaxYearAmt |
| Total | $27,790,868 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,745,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,090,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,852,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,687,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,414,843 | CurrentTaxYearAmt |
| Total | $27,790,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,951,259 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,839,609 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,184,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $656,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $819,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,203,536 | CurrentTaxYearAmt |
| Total | $4,529,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,320,039 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $416,279 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69740 | 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 | 16 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $167,558 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,100,053 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,785,139 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,872,373 | BeginningYearBalanceAmt |
| Contributions | $5,007,816 | ContributionsAmt |
| Investment Earnings Or Losses | $5,388,621 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,245,151 | GrantsOrScholarshipsAmt |
| Other Expenditures | $204,197 | OtherExpendituresAmt |
| Administrative Expenses | $332,478 | AdministrativeExpensesAmt |
| End Year Balance | $52,486,984 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,572,889 | BeginningYearBalanceAmt |
| Contributions | $750,576 | ContributionsAmt |
| Investment Earnings Or Losses | -$824,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,134,414 | GrantsOrScholarshipsAmt |
| Other Expenditures | $195,455 | OtherExpendituresAmt |
| Administrative Expenses | $297,040 | AdministrativeExpensesAmt |
| End Year Balance | $43,872,373 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,354,041 | BeginningYearBalanceAmt |
| Contributions | $5,060,976 | ContributionsAmt |
| Investment Earnings Or Losses | $1,008,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,297,081 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,814 | OtherExpendituresAmt |
| Administrative Expenses | $287,163 | AdministrativeExpensesAmt |
| End Year Balance | $45,572,889 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74590 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $685 | DepreciationAmt |
| Book Value | $2,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,878 | DepreciationAmt |
| Book Value | $2,947 | 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 | $5,547 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIARY ENDOWMENTS | $16,399,520 |
| CHARITABLE GIFT ANNUITY PAYABLE | $141,935 |
| DUE TO ARCHDIOCESE OF ATLANTA | $9,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,550,895 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,727,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$230,277 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $26,273 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,921 | OtherRevenueAmt |
| Revenue Not Reported | -$199,083 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,926,709 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,851,729 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,851,729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,778,438 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,210,426 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,273 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $26,273 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,184,153 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $141,527 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $141,527 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,325,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ORGANIZATIONS IN ACCORDANCE WITH THE DONOR'S INTENTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 4,921. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BENEFICIARY ENDOWMENT FUNDS REVENUE 2,851,729. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BENEFICIARY ENDOWMENT FUNDS EXPENSES 141,527. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF ATLANTA | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30080 | 580677170 | 501(C)(3) | $337,640 | EDUCATION AND CARE OF PRIESTS AND GENERAL OPERATIONS |
| ASSOCIATION FOR CATHOLIC FORMATION AND LEADERSHIP | |||||||
| 3392 S BROADWAY | ELLENWOOD | CO | 80113 | 471853917 | 501(C)(3) | $25,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| BLESSED TRINITY CATHOLIC HIGH SCHOOL | |||||||
| 11320 WOODSTOCK ROAD | ROSWELL | GA | 30075 | 582602641 | 501(C)(3) | $8,000 | GENERAL OPERATIONS |
| CARDINAL NEWMAN SOCIETY | |||||||
| 10432 BALLS FORD RD STE 300 | MANASSAS | VA | 20109 | 541691371 | 501(C)(3) | $100,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE ROAD NE | ATLANTA | GA | 30305 | 580644901 | 501(C)(3) | $47,316 | GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE ROAD NE | ATLANTA | GA | 30305 | 580644901 | 501(C)(3) | $13,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| CATHOLIC CENTER AT GEORGIA TECH | |||||||
| 172 FOURTH STREET NW | ATLANTA | GA | 30313 | 580677170 | 501(C)(3) | $17,804 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| CATHOLIC CHARITIES OF ATLANTA | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30080 | 581097003 | 501(C)(3) | $112,093 | GENERAL OPERATIONS |
| CATHOLIC LEADERSHIP INSTITUTE | |||||||
| 440 EAST SWEDESFORD ROAD SUITE 3040 | WAYNE | PA | 19087 | 232661414 | 501(C)(3) | $25,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| CHRIST THE KING SCHOOL | |||||||
| 46 PEACHTREE WAY NE | ATLANTA | GA | 30305 | 582495851 | 501(C)(3) | $8,500 | GENERAL OPERATIONS |
| CITY OF REFUGE | |||||||
| 1300 JOSEPH E BOONE BLVD | ATLANTA | GA | 30314 | 582194642 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 680 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | 455550340 | 501(C)(3) | $17,000 | GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| DIETRICH VON HILDEBRAND LEGACY PROJECT | |||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | 593781326 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| FITZGERALD-CALLAGHAN LOURDES ENDOWMENT TRUST | |||||||
| 1730 M STREET NW SUITE 403 | WASHINGTON | DC | 20036 | 521113253 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| HOLY SPIRIT CATHOLIC CHURCH | |||||||
| 4465 NORTHSIDE DRIVE NW | ATLANTA | GA | 30330 | 580969299 | 501(C)(3) | $20,000 | GENERAL OPERATIONS |
| HOLY SPIRIT PREPERATORY SCHOOL | |||||||
| 4449 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | 582141813 | 501(C)(3) | $10,688 | GENERAL OPERATIONS AND PURCHASE OF NEW BUS |
| HOME AND FAMILY INC | |||||||
| 3240 POINTE PKWY STE 200 | NORCROSS | GA | 30092 | 061473245 | 501(C)(3) | $75,900 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| IGNATIUS HOUSE JESUIT RETREAT CENTER | |||||||
| 6700 RIVERSIDE DRIVE NW | ATLANTA | GA | 30328 | 580862903 | 501(C)(3) | $9,127 | MAINTENANCE OF ST. IGNATIUS CHAPEL, SPIRITUALITY PROJECT, AND GENERAL OPERATIONS |
| IMMACULATE HEART OF MARY SCHOOL | |||||||
| 2855 BRIARCLIFF ROAD NE | ATLANTA | GA | 30329 | 586012645 | 501(C)(3) | $17,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS AND RENOVATION AND EXPANSION OF COMPUTER LAB |
| INTERFAITH OUTREACH HOME | |||||||
| PO BOX 48075 | DORAVILLE | GA | 30362 | 581861762 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| JOYFUL HEART FOUNDATION | |||||||
| 25 BROADWAY 9TH FLOOR 4TH FLOOR | NEW YORK | NY | 10004 | 721519537 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| LEGIONARIES OF CHRIST INC | |||||||
| 30 MANSELL CT STE 103 | ROSWELL | GA | 30076 | 800083370 | 501(C)(3) | $100,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | 580566204 | 501(C)(3) | $8,000 | ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | 580566204 | 501(C)(3) | $6,000 | DONOR ADVISED FUNDS - ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS |
| MERCY CARE SERVICES | |||||||
| 424 DECATUR ST SE | ATLANTA | GA | 30312 | 581752700 | 501(C)(3) | $7,460 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| MONSIGNOR WALTER J DONOVAN HIGH SCHOOL | |||||||
| 590 LAVENDER RD | ATHENS | GA | 30606 | 651169619 | 501(C)(3) | $12,000 | GENERAL OPERATIONS |
| MOST BLESSED SACRAMENT CATHOLIC CHURCH | |||||||
| 2971 BUTNER RD SW | ATLANTA | GA | 30331 | 580954485 | 501(C)(3) | $10,100 | GENERAL OPERATIONS |
| NOTRE DAME ACADEMY | |||||||
| 4635 RIVER GREEN PARKWAY | DULUTH | GA | 30096 | 841657624 | 501(C)(3) | $8,000 | ASSISTANCE FOR UPGRADING THE ATHLETIC FACILITIES |
| OUR LADY OF MERCY CATHOLIC HIGH SCHOOL | |||||||
| 861 EVANDER HOLYFIELD HWY | FAYETTEVILLE | GA | 30214 | 582614489 | 501(C)(3) | $14,940 | GENERAL OPERATIONS, UPGRADES TO THE COMPUTER LABS, AND PILGRIMAGE TO NEW ORLEANS |
| OUR LADY OF THE ASSUMPTION CATHOLIC SCHOOL | |||||||
| 1320 HEARST DR NE | ATLANTA | GA | 30319 | 586003076 | 501(C)(3) | $55,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| OUR LADY OF VICTORY CATHOLIC SCHOOL | |||||||
| 211 KIRKLEY ROAD | TYRONE | GA | 30290 | 582416040 | 501(C)(3) | $14,500 | GENERAL OPERATIONS AND UPGRADE OF STUDENT COMPUTER LAB |
| PINECREST ACADEMY | |||||||
| 955 PEACHTREE PARKWAY | CUMMING | GA | 30041 | 582054020 | 501(C)(3) | $5,500 | GENERAL OPERATIONS AND MIDDLE SCHOOL STEM PROGRAM |
| QUEEN OF ANGELS CATHOLIC SCHOOL | |||||||
| 11340 WOODSTOCK ROAD | ROSWELL | GA | 30075 | 582416044 | 501(C)(3) | $7,000 | GENERAL OPERATIONS |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA | |||||||
| 2050 CHAMBLEE TUCKER RD SUITE C | ATLANTA | GA | 30341 | 580967972 | 501(C)(3) | $11,500 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| SOPHIA INSTITUTE PRESS | |||||||
| PO BOX 5284 | MANCHESTER | NH | 03108 | 222548708 | 501(C)(3) | $75,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750281 | DALLAS | GA | 30236 | 750800689 | 501(C)(3) | $333,333 | DONOR ADVISED FUNDS - INDOOR PERFORMANCE CENTER/ATHLETICS MASTER PLAN |
| ST CATHERINE OF SIENA CATHOLIC SCHOOL | |||||||
| 1618 BEN KING ROAD | KENNESAW | GA | 30114 | 010552300 | 501(C)(3) | $8,000 | GENERAL OPERATIONS |
| ST JOHN NEUMANN CATHOLIC SCHOOL | |||||||
| 791 TOM SMITH ROAD | LILBURN | GA | 30047 | 581661089 | 501(C)(3) | $7,000 | GENERAL OPERATIONS AND FUNDING OF LEARNING GARDEN FOR STREAM CURRICULUM |
| ST JOHN THE EVANGELIST CATHOLIC SCHOOL | |||||||
| 240 ARNOLD STREET | HAPEVILLE | GA | 30354 | 205200945 | 501(C)(3) | $9,940 | GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| ST JOSEPH CATHOLIC SCHOOL ATHENS | |||||||
| 958 EPPS BRIDGE PARKWAY | ATHENS | GA | 30606 | 580864659 | 501(C)(3) | $7,000 | GENERAL OPERATIONS |
| ST JOSEPH CATHOLIC SCHOOL MARIETTA | |||||||
| 81 LACY STREET | MARIETTA | GA | 30060 | 580665896 | 501(C)(3) | $6,000 | GENERAL OPERATIONS |
| ST JOSEPH'S PLACE | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30081 | 581813997 | 501(C)(3) | $22,036 | GENERAL OPERATIONS |
| ST JUDE THE APOSTLE CATHOLIC CHURCH | |||||||
| 7171 GLENRIDGE DR | ATLANTA | GA | 30328 | 830415529 | 501(C)(3) | $16,340 | DONOR ADVISED FUNDS - GENERAL OPERATIONS, PURCHASE OF PROJECTION SCREENS, AND THE START-UP OF A GRIEF SHARE MINISTRY |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 401 E SEVENTH STREET | ROME | GA | 30161 | 412097947 | 501(C)(3) | $22,000 | GENERAL OPERATIONS |
| ST PAUL OF THE CROSS CATHOLIC CHURCH | |||||||
| 551 HARWELL RD NW | ATLANTA | GA | 30318 | 581451866 | 501(C)(3) | $11,698 | PURCHASE NEW BOOKS AND SUPPLIES FOR PSR AND GA BULLETIN 2011-2013 |
| ST PAUL THE APOSTLE CATHOLIC CHURCH | |||||||
| 1243 HULSEY RD | CLEVELAND | GA | 30528 | 582118293 | 501(C)(3) | $14,663 | GENERAL OPERATIONS |
| ST PETER CLAVER REGIONAL CATHOLIC SCHOOL | |||||||
| 2560 TILSON ROAD | DECATUR | GA | 30032 | 581918801 | 501(C)(3) | $60,565 | GENERAL OPERATIONS, REDEVELOP PLAYING FIELDS, AND WATER FOUNTAINS UPGRADE |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON ROAD | ATLANTA | GA | 30345 | 580706914 | 501(C)(3) | $124,200 | GENERAL OPERATIONS, STUDENT SCHOLARSHIPS, FUND START-UP COSTS FOR STUDENT ROBOTICS TEAM |
| ST THOMAS AQUINAS CATHOLIC CHURCH | |||||||
| 535 RUCKER ROAD | ALPHARETTA | GA | 30008 | 581132909 | 501(C)(3) | $45,282 | GENERAL OPERATIONS |
| ST THOMAS MORE CATHOLIC SCHOOL | |||||||
| 630 W PONCE DE LEON AVE | DECATUR | GA | 30030 | 580456277 | 501(C)(3) | $9,000 | GENERAL OPERATIONS |
| ST THOMAS THE APOSTLE CATHOLIC CHURCH | |||||||
| 4300 KING SPRINGS RD SE | SMYRNA | GA | 30082 | 581029424 | 501(C)(3) | $5,456 | GENERAL OPERATIONS |
| THE BASILICA OF THE SACRED HEART OF JESUS | |||||||
| 353 PEACHTREE ST NE | ATLANTA | GA | 30308 | 580566233 | 501(C)(3) | $9,500 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| THE BENEDICT XVI INSTITUTE | |||||||
| 320 MIDDLEFIELD RD | MENLO PARK | CA | 94025 | 463988032 | 501(C)(3) | $25,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| THE HOLY NAME OF JESUS CHINESE CATHOLIC MISSION | |||||||
| 5395 LIGHT CIRCLE NW | NORCROSS | GA | 30071 | 810706369 | 501(C)(3) | $7,500 | GENERAL OPERATIONS |
| THOMAS MORE COLLEGE OF LIBERAL ARTS | |||||||
| 6 MANCHESTER ST | MERRIMACK | NH | 03054 | 020344073 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| PO BOX 1000 DEPT 238 | MEMPHIS | TN | 38148 | 626048540 | 501(C)(3) | $10,000 | DONOR ADVISED FUNDS - GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 OF 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 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 $982,837 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 | $181,066 | 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 | $35,364 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $13,998 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $230,428 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $460,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES DURING CURRENT FISCAL YEAR: | OUR TOTAL CONTRIBUTIONS OF $4,414,843 INCLUDED CONTRIBUTIONS OF $4,236,414 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTIONS TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE ON THE TAX RETURN, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. ENDOWMENT CONTRIBUTIONS INCLUDED CONTRIBUTIONS TO BENEFICIARY ENDOWMENT FUNDS OF $2,851,729. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE $289,620. |
| FORM 990, PART VI, SECTION A, LINE 2 | MOST REVEREND WILTON D. GREGORY, REVEREND HENRY ATEM, DAVID SPOTANSKI, AND BRIAN DOOLING WORK FOR THE SAME ORGANIZATION - ARCHDIOCESE OF ATLANTA. |
| FORM 990, 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. |
| FORM 990, 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 ARE 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FOR OTHER OFFICERS OR KEY EMPLOYEES, THE EXECUTIVE DIRECTOR OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE EXECUTIVE DIRECTOR THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BENEFICIARY ENDOWMENT FUNDS REVENUE -2,851,729. BENEFICIARY ENDOWMENT FUNDS EXPENSES 141,527. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 4,921. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VII - ADDITIONAL INFORMATION | COMPENSATION REPORTED FOR MOST REVEREND WILTON D. GREGORY, REVEREND HENRY ATEM, DAVID SPOTANSKI, AND BRIAN DOOLING IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. |
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 NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCHDIOCESE OF ATLANTA | ||
| C | $400,050 | CASH OR FAIR MARKET VALUE |
| ARCHDIOCESE OF ATLANTA | ||
| P | $88,156 | ACTUAL AMOUNT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | 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, $20,000 WAS USED FOR PLANNED GIFT GIVING AND $1,010,000 WAS FOR VARIOUS ENDOWMENT FUNDS. SCHEDULE R, PART V LINE 1P FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH, RETIREMENT AND OTHER SIMILAR OPERATING EXPENSES. | ExplanationTxt |
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