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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-27T09:35:16-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14004 SUMMIT BLVD NE SUITE 800AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30319ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582008930EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHOLIC FOUNDATION OF NORTH GEORGIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone4044979440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15871 GLENRIDGE DR SUITE 300AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY COVENYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4044979440PhoneNum
Signature2020-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY H BOTELERPreparerPersonNm
PTINP00052048PTIN
Phone7703948000PhoneNum
Preparation2020-02-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.117.199.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-25IPDt
IP Tm11:57:29IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5F91277D9EC1C577634FCD4107B445CC6CBBB749AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNANCY COVENYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15871 GLENRIDGE DR SUITE 300AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,856,958GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFNGA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTHE 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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers53TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,687,338PYContributionsGrantsAmt
CY Contributions Grants$4,414,843CYContributionsGrantsAmt
PY Program Service Revenue$103,281PYProgramServiceRevenueAmt
CY Program Service Revenue$130,609CYProgramServiceRevenueAmt
PY Investment Income$975,425PYInvestmentIncomeAmt
CY Investment Income$3,232,986CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,766,044PYTotalRevenueAmt
CY Total Revenue$7,778,438CYTotalRevenueAmt
PY Grants And Similar Paid$1,902,934PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,397,348CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$581,820PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$585,274CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$415,093CYTotalFundraisingExpenseAmt
PY Other Expenses$289,064PYOtherExpensesAmt
CY Other Expenses$343,058CYOtherExpensesAmt
PY Total Expenses$2,773,818PYTotalExpensesAmt
CY Total Expenses$3,325,680CYTotalExpensesAmt
PY Revenues Less Expenses$6,992,226PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,452,758CYRevenuesLessExpensesAmt
Total Assets BOY$74,877,354TotalAssetsBOYAmt
Total Assets EOY$79,706,946TotalAssetsEOYAmt
Total Liabilities BOY$13,404,504TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,716,896TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,472,850NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,990,050NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,252,943ExpenseAmt
Grant$2,397,348GrantAmt
DescPROVIDE 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

FieldValueIRS element (for citing)
Expense$125,164ExpenseAmt
DescPROVIDE 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

FieldValueIRS element (for citing)
Expense$125,164ExpenseAmt
Revenue$130,609RevenueAmt
DescRECEIVE 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

FieldValueIRS element (for citing)
DescMISCELLANEOUS OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,503,271TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN RONCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4044979440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15871 GLENRIDGE DR SUITE 300AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30342ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES LANIER
CHAIR1.000.00Yes (X)Yes (X)$0$0$0
MICHAEL PETRIK
VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
JOHN MONROE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
TIMOTHY KEMPER
DEPUTY TREASURER1.000.00Yes (X)Yes (X)$0$0$0
KATHLEEN COTE
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
ALEJANDRO COSS
DIRECTOR0.300.00Yes (X)$0$0$0
BRIAN DOOLING
DIRECTOR0.300.00Yes (X)$0$41,298$9,648
CATHERINE PERRY
DIRECTOR0.300.00Yes (X)$0$0$0
DAVID SPOTANSKI
DIRECTOR0.3040.00Yes (X)$0$181,066$49,362
DAVIID K WITHERS
DIRECTOR0.300.00Yes (X)$0$0$0
DEONE SPRATTE
DIRECTOR0.300.00Yes (X)$0$0$0
DICK WHITE
DIRECTOR0.300.00Yes (X)$0$0$0
DOLLY FAIRCLOUGH
DIRECTOR0.300.00Yes (X)$0$0$0
FREDERICK HOLZGREFE III
DIRECTOR0.300.00Yes (X)$0$0$0
JAMES E WINCHESTER JR
DIRECTOR0.300.00Yes (X)$0$0$0
JEAN HARVEY
DIRECTOR0.300.00Yes (X)$0$0$0
JEFF HAIDET
DIRECTOR0.300.00Yes (X)$0$0$0
JOHN RIPOLL
DIRECTOR0.300.00Yes (X)$0$0$0
MARK CHRISTOPHER
DIRECTOR0.300.00Yes (X)$0$0$0
MATTHEW GRIES
DIRECTOR0.300.00Yes (X)$0$0$0
MICHAEL MCENANEY
DIRECTOR0.300.00Yes (X)$0$0$0
MOST REVEREND WILTON D GREGORY SLD
DIRECTOR0.3040.00Yes (X)$0$24,118$63,018
NANCY E PETERMAN
DIRECTOR0.300.00Yes (X)$0$0$0
PHILIP COLETTI
DIRECTOR0.300.00Yes (X)$0$0$0
REVEREND HENRY ATEM
DIRECTOR0.300.00Yes (X)$0$41,056$25,072
NANCY COVENY
EXEC. DIRECTOR40.000.00Yes (X)$120,792$0$21,734
FieldValueIRS element (for citing)
Total Reportable Comp From Org$120,792TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$287,538TotReportableCompRltdOrgAmt
Total Other Compensation$168,834TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$400,050RelatedOrganizationsAmt
All Other Contributions$4,014,793AllOtherContributionsAmt
Noncash Contributions$460,355NoncashContributionsAmt
Total Contributions$4,414,843TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUND MANAGEMENT FEESDesc
Business523920BusinessCd
Total Revenue Column$130,609TotalRevenueColumnAmt
Related Or Exempt Func Income$130,609RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$130,609TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,203,536TotalRevenueColumnAmt
Related Or Exempt Func Income$1,203,536RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,107,970SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$25,078,520SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,029,450SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,029,450TotalRevenueColumnAmt
Related Or Exempt Func Income$2,029,450RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,778,438TotalRevenueColumnAmt
Related Or Exempt Func Income$3,363,595RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,397,348TotalAmt
Program Services$2,397,348ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$152,634TotalAmt
Program Services$21,722ProgramServicesAmt
Management And General$63,518ManagementAndGeneralAmt
Fundraising$67,394FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$304,587TotalAmt
Program Services$43,346ProgramServicesAmt
Management And General$126,754ManagementAndGeneralAmt
Fundraising$134,487FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,349TotalAmt
Program Services$3,166ProgramServicesAmt
Management And General$9,200ManagementAndGeneralAmt
Fundraising$9,983FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$73,257TotalAmt
Program Services$10,377ProgramServicesAmt
Management And General$30,157ManagementAndGeneralAmt
Fundraising$32,723FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,447TotalAmt
Program Services$4,640ProgramServicesAmt
Management And General$13,516ManagementAndGeneralAmt
Fundraising$14,291FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$69,358TotalAmt
Program Services$88ProgramServicesAmt
Management And General$61,049ManagementAndGeneralAmt
Fundraising$8,221FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,156TotalAmt
Management And General$2,730ManagementAndGeneralAmt
Fundraising$10,426FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$80,480TotalAmt
Program Services$3,872ProgramServicesAmt
Management And General$16,492ManagementAndGeneralAmt
Fundraising$60,116FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,698TotalAmt
Program Services$10,396ProgramServicesAmt
Management And General$7,887ManagementAndGeneralAmt
Fundraising$28,415FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$47,818TotalAmt
Program Services$6,773ProgramServicesAmt
Management And General$19,685ManagementAndGeneralAmt
Fundraising$21,360FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,461TotalAmt
Management And General$50ManagementAndGeneralAmt
Fundraising$3,411FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,833TotalAmt
Management And General$7,923ManagementAndGeneralAmt
Fundraising$1,910FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,551TotalAmt
Management And General$2,551ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,103TotalAmt
Management And General$6,103ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$62,338$1,543$38,949$21,846
SUBSCRIPTIONS$1,112$752$360
MEMBERSHIP FEES$150$150

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,325,680TotalAmt
Program Services$2,503,271ProgramServicesAmt
Management And General$407,316ManagementAndGeneralAmt
Fundraising$415,093FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,834,335BOYAmt
EOY$4,003,498EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,240BOYAmt
EOY$3,715EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,599BOYAmt
EOY$7,792EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$32,710LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,163LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,098BOYAmt
EOY$5,547EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$70,960,082BOYAmt
EOY$75,686,394EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,877,354BOYAmt
EOY$79,706,946EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,919BOYAmt
EOY$45,244EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$119,684BOYAmt
EOY$120,757EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,255,901BOYAmt
EOY$16,550,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,404,504BOYAmt
EOY$16,716,896EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,624,674BOYAmt
EOY$10,973,908EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,861,084BOYAmt
EOY$17,291,713EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,987,092BOYAmt
EOY$34,724,429EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,472,850BOYAmt
EOY$62,990,050EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,877,354BOYAmt
EOY$79,706,946EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,452,758ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$230,277NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,705,281OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,745,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,090,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,852,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,687,338CurrentTaxYearMinus1YearAmt
Current Tax Year$4,414,843CurrentTaxYearAmt
Total$27,790,868TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,745,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,090,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,852,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,687,338CurrentTaxYearMinus1YearAmt
Current Tax Year$4,414,843CurrentTaxYearAmt
Total$27,790,868TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,951,259SubstantialContributorsTotAmt
Public Support Total170$22,839,609PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,184,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$665,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$656,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$819,026CurrentTaxYearMinus1YearAmt
Current Tax Year$1,203,536CurrentTaxYearAmt
Total$4,529,171TotalAmt
FieldValueIRS element (for citing)
Total Support$32,320,039TotalSupportAmt
Gross Receipts Rltd Activities$416,279GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70670PublicSupportCY170Pct
Public Support PY1700.69740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held16DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$167,558DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,100,053DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$7,785,139DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,651,181BeginningYearBalanceAmt
Contributions$1,384,685ContributionsAmt
Investment Earnings Or Losses$2,966,341InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,255,821GrantsOrScholarshipsAmt
Other Expenditures$234,105OtherExpendituresAmt
Administrative Expenses$435,239AdministrativeExpensesAmt
End Year Balance$62,077,042EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,486,984BeginningYearBalanceAmt
Contributions$6,494,250ContributionsAmt
Investment Earnings Or Losses$4,045,149InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,770,652GrantsOrScholarshipsAmt
Other Expenditures$192,905OtherExpendituresAmt
Administrative Expenses$411,645AdministrativeExpensesAmt
End Year Balance$60,651,181EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,872,373BeginningYearBalanceAmt
Contributions$5,007,816ContributionsAmt
Investment Earnings Or Losses$5,388,621InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,245,151GrantsOrScholarshipsAmt
Other Expenditures$204,197OtherExpendituresAmt
Administrative Expenses$332,478AdministrativeExpensesAmt
End Year Balance$52,486,984EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,572,889BeginningYearBalanceAmt
Contributions$750,576ContributionsAmt
Investment Earnings Or Losses-$824,183InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,134,414GrantsOrScholarshipsAmt
Other Expenditures$195,455OtherExpendituresAmt
Administrative Expenses$297,040AdministrativeExpensesAmt
End Year Balance$43,872,373EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,354,041BeginningYearBalanceAmt
Contributions$5,060,976ContributionsAmt
Investment Earnings Or Losses$1,008,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,297,081GrantsOrScholarshipsAmt
Other Expenditures$266,814OtherExpendituresAmt
Administrative Expenses$287,163AdministrativeExpensesAmt
End Year Balance$45,572,889EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16210BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74590PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09200TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,285OtherCostOrOtherBasisAmt
Depreciation$685DepreciationAmt
Book Value$2,600BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,825OtherCostOrOtherBasisAmt
Depreciation$19,878DepreciationAmt
Book Value$2,947BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,600OtherCostOrOtherBasisAmt
Depreciation$6,600DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,547TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
BENEFICIARY ENDOWMENTS$16,399,520
CHARITABLE GIFT ANNUITY PAYABLE$141,935
DUE TO ARCHDIOCESE OF ATLANTA$9,440
FieldValueIRS element (for citing)
Total Liability$16,550,895TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,727,626TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$230,277NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$26,273DonatedServicesAndUseFcltsAmt
Other Revenue$4,921OtherRevenueAmt
Revenue Not Reported-$199,083RevenueNotReportedAmt
Revenue Subtotal$4,926,709RevenueSubtotalAmt
Other Revenues Not Included$2,851,729OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,851,729RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,778,438TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,210,426TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$26,273DonatedServicesUseFcltsAmt
Expenses Not Reported$26,273ExpensesNotReportedAmt
Expenses Subtotal$3,184,153ExpensesSubtotalAmt
Other Expenses Not Included$141,527OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$141,527ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,325,680TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (56 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ARCHDIOCESE OF ATLANTA
2401 LAKE PARK DRIVE SESMYRNAGA30080580677170501(C)(3)$337,640EDUCATION AND CARE OF PRIESTS AND GENERAL OPERATIONS
ASSOCIATION FOR CATHOLIC FORMATION AND LEADERSHIP
3392 S BROADWAYELLENWOODCO80113471853917501(C)(3)$25,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
BLESSED TRINITY CATHOLIC HIGH SCHOOL
11320 WOODSTOCK ROADROSWELLGA30075582602641501(C)(3)$8,000GENERAL OPERATIONS
CARDINAL NEWMAN SOCIETY
10432 BALLS FORD RD STE 300MANASSASVA20109541691371501(C)(3)$100,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
CATHEDRAL OF CHRIST THE KING
2699 PEACHTREE ROAD NEATLANTAGA30305580644901501(C)(3)$47,316GENERAL OPERATIONS AND CAPITAL CAMPAIGN
CATHEDRAL OF CHRIST THE KING
2699 PEACHTREE ROAD NEATLANTAGA30305580644901501(C)(3)$13,000DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN
CATHOLIC CENTER AT GEORGIA TECH
172 FOURTH STREET NWATLANTAGA30313580677170501(C)(3)$17,804DONOR ADVISED FUNDS - GENERAL OPERATIONS
CATHOLIC CHARITIES OF ATLANTA
2401 LAKE PARK DRIVE SESMYRNAGA30080581097003501(C)(3)$112,093GENERAL OPERATIONS
CATHOLIC LEADERSHIP INSTITUTE
440 EAST SWEDESFORD ROAD SUITE 3040WAYNEPA19087232661414501(C)(3)$25,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
CHRIST THE KING SCHOOL
46 PEACHTREE WAY NEATLANTAGA30305582495851501(C)(3)$8,500GENERAL OPERATIONS
CITY OF REFUGE
1300 JOSEPH E BOONE BLVDATLANTAGA30314582194642501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
CRISTO REY JESUIT HIGH SCHOOL
680 WEST PEACHTREE STREET NWATLANTAGA30308455550340501(C)(3)$17,000GENERAL OPERATIONS AND CAPITAL CAMPAIGN
DIETRICH VON HILDEBRAND LEGACY PROJECT
1235 UNIVERSITY BLVDSTEUBENVILLEOH43952593781326501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
FITZGERALD-CALLAGHAN LOURDES ENDOWMENT TRUST
1730 M STREET NW SUITE 403WASHINGTONDC20036521113253501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
HOLY SPIRIT CATHOLIC CHURCH
4465 NORTHSIDE DRIVE NWATLANTAGA30330580969299501(C)(3)$20,000GENERAL OPERATIONS
HOLY SPIRIT PREPERATORY SCHOOL
4449 NORTHSIDE DRIVE NWATLANTAGA30327582141813501(C)(3)$10,688GENERAL OPERATIONS AND PURCHASE OF NEW BUS
HOME AND FAMILY INC
3240 POINTE PKWY STE 200NORCROSSGA30092061473245501(C)(3)$75,900DONOR ADVISED FUNDS - GENERAL OPERATIONS
IGNATIUS HOUSE JESUIT RETREAT CENTER
6700 RIVERSIDE DRIVE NWATLANTAGA30328580862903501(C)(3)$9,127MAINTENANCE OF ST. IGNATIUS CHAPEL, SPIRITUALITY PROJECT, AND GENERAL OPERATIONS
IMMACULATE HEART OF MARY SCHOOL
2855 BRIARCLIFF ROAD NEATLANTAGA30329586012645501(C)(3)$17,000DONOR ADVISED FUNDS - GENERAL OPERATIONS AND RENOVATION AND EXPANSION OF COMPUTER LAB
INTERFAITH OUTREACH HOME
PO BOX 48075DORAVILLEGA30362581861762501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
JOYFUL HEART FOUNDATION
25 BROADWAY 9TH FLOOR 4TH FLOORNEW YORKNY10004721519537501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
LEGIONARIES OF CHRIST INC
30 MANSELL CT STE 103ROSWELLGA30076800083370501(C)(3)$100,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
MARIST SCHOOL
3790 ASHFORD DUNWOODY ROADATLANTAGA30319580566204501(C)(3)$8,000ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS
MARIST SCHOOL
3790 ASHFORD DUNWOODY ROADATLANTAGA30319580566204501(C)(3)$6,000DONOR ADVISED FUNDS - ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS
MERCY CARE SERVICES
424 DECATUR ST SEATLANTAGA30312581752700501(C)(3)$7,460DONOR ADVISED FUNDS - GENERAL OPERATIONS
MONSIGNOR WALTER J DONOVAN HIGH SCHOOL
590 LAVENDER RDATHENSGA30606651169619501(C)(3)$12,000GENERAL OPERATIONS
MOST BLESSED SACRAMENT CATHOLIC CHURCH
2971 BUTNER RD SWATLANTAGA30331580954485501(C)(3)$10,100GENERAL OPERATIONS
NOTRE DAME ACADEMY
4635 RIVER GREEN PARKWAYDULUTHGA30096841657624501(C)(3)$8,000ASSISTANCE FOR UPGRADING THE ATHLETIC FACILITIES
OUR LADY OF MERCY CATHOLIC HIGH SCHOOL
861 EVANDER HOLYFIELD HWYFAYETTEVILLEGA30214582614489501(C)(3)$14,940GENERAL OPERATIONS, UPGRADES TO THE COMPUTER LABS, AND PILGRIMAGE TO NEW ORLEANS
OUR LADY OF THE ASSUMPTION CATHOLIC SCHOOL
1320 HEARST DR NEATLANTAGA30319586003076501(C)(3)$55,000DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN
OUR LADY OF VICTORY CATHOLIC SCHOOL
211 KIRKLEY ROADTYRONEGA30290582416040501(C)(3)$14,500GENERAL OPERATIONS AND UPGRADE OF STUDENT COMPUTER LAB
PINECREST ACADEMY
955 PEACHTREE PARKWAYCUMMINGGA30041582054020501(C)(3)$5,500GENERAL OPERATIONS AND MIDDLE SCHOOL STEM PROGRAM
QUEEN OF ANGELS CATHOLIC SCHOOL
11340 WOODSTOCK ROADROSWELLGA30075582416044501(C)(3)$7,000GENERAL OPERATIONS
SOCIETY OF ST VINCENT DE PAUL GEORGIA
2050 CHAMBLEE TUCKER RD SUITE CATLANTAGA30341580967972501(C)(3)$11,500DONOR ADVISED FUNDS - GENERAL OPERATIONS
SOPHIA INSTITUTE PRESS
PO BOX 5284MANCHESTERNH03108222548708501(C)(3)$75,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
SOUTHERN METHODIST UNIVERSITY
PO BOX 750281DALLASGA30236750800689501(C)(3)$333,333DONOR ADVISED FUNDS - INDOOR PERFORMANCE CENTER/ATHLETICS MASTER PLAN
ST CATHERINE OF SIENA CATHOLIC SCHOOL
1618 BEN KING ROADKENNESAWGA30114010552300501(C)(3)$8,000GENERAL OPERATIONS
ST JOHN NEUMANN CATHOLIC SCHOOL
791 TOM SMITH ROADLILBURNGA30047581661089501(C)(3)$7,000GENERAL OPERATIONS AND FUNDING OF LEARNING GARDEN FOR STREAM CURRICULUM
ST JOHN THE EVANGELIST CATHOLIC SCHOOL
240 ARNOLD STREETHAPEVILLEGA30354205200945501(C)(3)$9,940GENERAL OPERATIONS AND CAPITAL CAMPAIGN
ST JOSEPH CATHOLIC SCHOOL ATHENS
958 EPPS BRIDGE PARKWAYATHENSGA30606580864659501(C)(3)$7,000GENERAL OPERATIONS
ST JOSEPH CATHOLIC SCHOOL MARIETTA
81 LACY STREETMARIETTAGA30060580665896501(C)(3)$6,000GENERAL OPERATIONS
ST JOSEPH'S PLACE
2401 LAKE PARK DRIVE SESMYRNAGA30081581813997501(C)(3)$22,036GENERAL OPERATIONS
ST JUDE THE APOSTLE CATHOLIC CHURCH
7171 GLENRIDGE DRATLANTAGA30328830415529501(C)(3)$16,340DONOR 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 STREETROMEGA30161412097947501(C)(3)$22,000GENERAL OPERATIONS
ST PAUL OF THE CROSS CATHOLIC CHURCH
551 HARWELL RD NWATLANTAGA30318581451866501(C)(3)$11,698PURCHASE NEW BOOKS AND SUPPLIES FOR PSR AND GA BULLETIN 2011-2013
ST PAUL THE APOSTLE CATHOLIC CHURCH
1243 HULSEY RDCLEVELANDGA30528582118293501(C)(3)$14,663GENERAL OPERATIONS
ST PETER CLAVER REGIONAL CATHOLIC SCHOOL
2560 TILSON ROADDECATURGA30032581918801501(C)(3)$60,565GENERAL OPERATIONS, REDEVELOP PLAYING FIELDS, AND WATER FOUNTAINS UPGRADE
ST PIUS X CATHOLIC HIGH SCHOOL
2674 JOHNSON ROADATLANTAGA30345580706914501(C)(3)$124,200GENERAL OPERATIONS, STUDENT SCHOLARSHIPS, FUND START-UP COSTS FOR STUDENT ROBOTICS TEAM
ST THOMAS AQUINAS CATHOLIC CHURCH
535 RUCKER ROADALPHARETTAGA30008581132909501(C)(3)$45,282GENERAL OPERATIONS
ST THOMAS MORE CATHOLIC SCHOOL
630 W PONCE DE LEON AVEDECATURGA30030580456277501(C)(3)$9,000GENERAL OPERATIONS
ST THOMAS THE APOSTLE CATHOLIC CHURCH
4300 KING SPRINGS RD SESMYRNAGA30082581029424501(C)(3)$5,456GENERAL OPERATIONS
THE BASILICA OF THE SACRED HEART OF JESUS
353 PEACHTREE ST NEATLANTAGA30308580566233501(C)(3)$9,500DONOR ADVISED FUNDS - GENERAL OPERATIONS
THE BENEDICT XVI INSTITUTE
320 MIDDLEFIELD RDMENLO PARKCA94025463988032501(C)(3)$25,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
THE HOLY NAME OF JESUS CHINESE CATHOLIC MISSION
5395 LIGHT CIRCLE NWNORCROSSGA30071810706369501(C)(3)$7,500GENERAL OPERATIONS
THOMAS MORE COLLEGE OF LIBERAL ARTS
6 MANCHESTER STMERRIMACKNH03054020344073501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
UNIVERSITY OF MEMPHIS FOUNDATION
PO BOX 1000 DEPT 238MEMPHISTN38148626048540501(C)(3)$10,000DONOR ADVISED FUNDS - GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org56Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID SPOTANSKIPersonNm
TitleDIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$181,066CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$35,364DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$13,998NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$230,428TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$460,355NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationGIFTS 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2MOST 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 11BBEFORE 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 12CEACH 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 15THE 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 19THE 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 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART VII - ADDITIONAL INFORMATIONCOMPENSATION 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

FieldValueIRS element (for citing)
Business Name Line1ARCHDIOCESE OF ATLANTABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 LAKE PARK DRIVE SEAddressLine1Txt
CitySMYRNACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30080ZIPCd
FieldValueIRS element (for citing)
EIN580677170EIN
Primary ActivitiesDIOCESEPrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 1PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ARCHDIOCESE OF ATLANTA
C$400,050CASH OR FAIR MARKET VALUE
ARCHDIOCESE OF ATLANTA
P$88,156ACTUAL AMOUNT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, ADDITIONAL INFORMATIONFormAndLineReferenceDesc
ExplanationSCHEDULE 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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