2020-02-27T09:35:16-06:00 2019-06-30 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2018-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 4044979440 2020-02-25 1 GARY H BOTELER P00052048 7703948000 2020-02-25 23.117.199.162 2020-02-25 11:57:29 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5F91277D9EC1C577634FCD4107B445CC6CBBB749 2018 2020-09-23 17:36:50Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 32856958 0 X WWW.CFNGA.ORG X 1992 GA 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. 25 20 8 53 0 0 8687338 4414843 103281 130609 975425 3232986 0 0 9766044 7778438 1902934 2397348 0 0 581820 585274 0 0 415093 289064 343058 2773818 3325680 6992226 4452758 74877354 79706946 13404504 16716896 61472850 62990050 X THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. WE ATTRACT, PROFESSIONALLY MANAGE AND INVEST GIFTS TO SUPPORT THE CURRENT AND LONG TERM FINANCIAL NEEDS OF PARISHES, SCHOOLS, CHARITIES, AND OTHER MINISTRIES. 0 0 2252943 2397348 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. 125164 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. 125164 130609 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. MISCELLANEOUS OTHER PROGRAM SERVICES. 2503271 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 25 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X JOHN RONCO 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30342 JAMES LANIER CHAIR 1.00 0.00 X X 0 0 0 MICHAEL PETRIK VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN MONROE TREASURER 1.00 0.00 X X 0 0 0 TIMOTHY KEMPER DEPUTY TREASURER 1.00 0.00 X X 0 0 0 KATHLEEN COTE SECRETARY 1.00 0.00 X X 0 0 0 ALEJANDRO COSS DIRECTOR 0.30 0.00 X 0 0 0 BRIAN DOOLING DIRECTOR 0.30 0.00 X 0 41298 9648 CATHERINE PERRY DIRECTOR 0.30 0.00 X 0 0 0 DAVID SPOTANSKI DIRECTOR 0.30 40.00 X 0 181066 49362 DAVIID K WITHERS DIRECTOR 0.30 0.00 X 0 0 0 DEONE SPRATTE DIRECTOR 0.30 0.00 X 0 0 0 DICK WHITE DIRECTOR 0.30 0.00 X 0 0 0 DOLLY FAIRCLOUGH DIRECTOR 0.30 0.00 X 0 0 0 FREDERICK HOLZGREFE III DIRECTOR 0.30 0.00 X 0 0 0 JAMES E WINCHESTER JR DIRECTOR 0.30 0.00 X 0 0 0 JEAN HARVEY DIRECTOR 0.30 0.00 X 0 0 0 JEFF HAIDET DIRECTOR 0.30 0.00 X 0 0 0 JOHN RIPOLL DIRECTOR 0.30 0.00 X 0 0 0 MARK CHRISTOPHER DIRECTOR 0.30 0.00 X 0 0 0 MATTHEW GRIES DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL MCENANEY DIRECTOR 0.30 0.00 X 0 0 0 MOST REVEREND WILTON D GREGORY SLD DIRECTOR 0.30 40.00 X 0 24118 63018 NANCY E PETERMAN DIRECTOR 0.30 0.00 X 0 0 0 PHILIP COLETTI DIRECTOR 0.30 0.00 X 0 0 0 REVEREND HENRY ATEM DIRECTOR 0.30 0.00 X 0 41056 25072 NANCY COVENY EXEC. DIRECTOR 40.00 0.00 X 120792 0 21734 120792 287538 168834 1 0 1 0 0 400050 4014793 460355 4414843 FUND MANAGEMENT FEES 523920 130609 130609 130609 1203536 1203536 27107970 25078520 2029450 2029450 2029450 7778438 3363595 0 0 2397348 2397348 152634 21722 63518 67394 304587 43346 126754 134487 22349 3166 9200 9983 73257 10377 30157 32723 32447 4640 13516 14291 69358 88 61049 8221 13156 2730 10426 80480 3872 16492 60116 46698 10396 7887 28415 47818 6773 19685 21360 3461 50 3411 9833 7923 1910 2551 2551 6103 6103 MISCELLANEOUS 62338 1543 38949 21846 SUBSCRIPTIONS 1112 752 360 MEMBERSHIP FEES 150 150 3325680 2503271 407316 415093 3834335 4003498 67240 3715 7599 7792 32710 27163 8098 5547 70960082 75686394 74877354 79706946 28919 45244 119684 120757 13255901 16550895 13404504 16716896 X 11624674 10973908 16861084 17291713 32987092 34724429 61472850 62990050 74877354 79706946 X 4452758 -230277 -2705281 X X 0 1 X 1 0 X 4745719 2090928 7852040 8687338 4414843 27790868 4745719 2090928 7852040 8687338 4414843 27790868 4951259 22839609 1184459 665980 656170 819026 1203536 4529171 32320039 416279 0.70670 0.69740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 167558 1100053 7785139 1 1 0 1 X 60651181 1384685 2966341 2255821 234105 435239 62077042 52486984 6494250 4045149 1770652 192905 411645 60651181 43872373 5007816 5388621 1245151 204197 332478 52486984 45572889 750576 -824183 1134414 195455 297040 43872373 41354041 5060976 1008930 1297081 266814 287163 45572889 0.16210 0.74590 0.09200 0 0 3285 685 2600 22825 19878 2947 6600 6600 0 5547 BENEFICIARY ENDOWMENTS 16399520 CHARITABLE GIFT ANNUITY PAYABLE 141935 DUE TO ARCHDIOCESE OF ATLANTA 9440 16550895 4727626 -230277 26273 4921 -199083 4926709 2851729 2851729 7778438 3210426 26273 26273 3184153 141527 141527 3325680 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. 1 ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501(C)(3) 337640 EDUCATION AND CARE OF PRIESTS AND GENERAL OPERATIONS ASSOCIATION FOR CATHOLIC FORMATION AND LEADERSHIP 3392 S BROADWAY ELLENWOOD CO 80113 471853917 501(C)(3) 25000 DONOR ADVISED FUNDS - GENERAL OPERATIONS BLESSED TRINITY CATHOLIC HIGH SCHOOL 11320 WOODSTOCK ROAD ROSWELL GA 30075 582602641 501(C)(3) 8000 GENERAL OPERATIONS CARDINAL NEWMAN SOCIETY 10432 BALLS FORD RD STE 300 MANASSAS VA 20109 541691371 501(C)(3) 100000 DONOR ADVISED FUNDS - GENERAL OPERATIONS CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501(C)(3) 47316 GENERAL OPERATIONS AND CAPITAL CAMPAIGN CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501(C)(3) 13000 DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN CATHOLIC CENTER AT GEORGIA TECH 172 FOURTH STREET NW ATLANTA GA 30313 580677170 501(C)(3) 17804 DONOR ADVISED FUNDS - GENERAL OPERATIONS CATHOLIC CHARITIES OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 581097003 501(C)(3) 112093 GENERAL OPERATIONS CATHOLIC LEADERSHIP INSTITUTE 440 EAST SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 232661414 501(C)(3) 25000 DONOR ADVISED FUNDS - GENERAL OPERATIONS CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501(C)(3) 8500 GENERAL OPERATIONS CITY OF REFUGE 1300 JOSEPH E BOONE BLVD ATLANTA GA 30314 582194642 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS CRISTO REY JESUIT HIGH SCHOOL 680 WEST PEACHTREE STREET NW ATLANTA GA 30308 455550340 501(C)(3) 17000 GENERAL OPERATIONS AND CAPITAL CAMPAIGN DIETRICH VON HILDEBRAND LEGACY PROJECT 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 593781326 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS FITZGERALD-CALLAGHAN LOURDES ENDOWMENT TRUST 1730 M STREET NW SUITE 403 WASHINGTON DC 20036 521113253 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS HOLY SPIRIT CATHOLIC CHURCH 4465 NORTHSIDE DRIVE NW ATLANTA GA 30330 580969299 501(C)(3) 20000 GENERAL OPERATIONS HOLY SPIRIT PREPERATORY SCHOOL 4449 NORTHSIDE DRIVE NW ATLANTA GA 30327 582141813 501(C)(3) 10688 GENERAL OPERATIONS AND PURCHASE OF NEW BUS HOME AND FAMILY INC 3240 POINTE PKWY STE 200 NORCROSS GA 30092 061473245 501(C)(3) 75900 DONOR ADVISED FUNDS - GENERAL OPERATIONS IGNATIUS HOUSE JESUIT RETREAT CENTER 6700 RIVERSIDE DRIVE NW ATLANTA GA 30328 580862903 501(C)(3) 9127 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) 17000 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) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS JOYFUL HEART FOUNDATION 25 BROADWAY 9TH FLOOR 4TH FLOOR NEW YORK NY 10004 721519537 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS LEGIONARIES OF CHRIST INC 30 MANSELL CT STE 103 ROSWELL GA 30076 800083370 501(C)(3) 100000 DONOR ADVISED FUNDS - GENERAL OPERATIONS MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD ATLANTA GA 30319 580566204 501(C)(3) 8000 ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD ATLANTA GA 30319 580566204 501(C)(3) 6000 DONOR ADVISED FUNDS - ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS MERCY CARE SERVICES 424 DECATUR ST SE ATLANTA GA 30312 581752700 501(C)(3) 7460 DONOR ADVISED FUNDS - GENERAL OPERATIONS MONSIGNOR WALTER J DONOVAN HIGH SCHOOL 590 LAVENDER RD ATHENS GA 30606 651169619 501(C)(3) 12000 GENERAL OPERATIONS MOST BLESSED SACRAMENT CATHOLIC CHURCH 2971 BUTNER RD SW ATLANTA GA 30331 580954485 501(C)(3) 10100 GENERAL OPERATIONS NOTRE DAME ACADEMY 4635 RIVER GREEN PARKWAY DULUTH GA 30096 841657624 501(C)(3) 8000 ASSISTANCE FOR UPGRADING THE ATHLETIC FACILITIES OUR LADY OF MERCY CATHOLIC HIGH SCHOOL 861 EVANDER HOLYFIELD HWY FAYETTEVILLE GA 30214 582614489 501(C)(3) 14940 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) 55000 DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN OUR LADY OF VICTORY CATHOLIC SCHOOL 211 KIRKLEY ROAD TYRONE GA 30290 582416040 501(C)(3) 14500 GENERAL OPERATIONS AND UPGRADE OF STUDENT COMPUTER LAB PINECREST ACADEMY 955 PEACHTREE PARKWAY CUMMING GA 30041 582054020 501(C)(3) 5500 GENERAL OPERATIONS AND MIDDLE SCHOOL STEM PROGRAM QUEEN OF ANGELS CATHOLIC SCHOOL 11340 WOODSTOCK ROAD ROSWELL GA 30075 582416044 501(C)(3) 7000 GENERAL OPERATIONS SOCIETY OF ST VINCENT DE PAUL GEORGIA 2050 CHAMBLEE TUCKER RD SUITE C ATLANTA GA 30341 580967972 501(C)(3) 11500 DONOR ADVISED FUNDS - GENERAL OPERATIONS SOPHIA INSTITUTE PRESS PO BOX 5284 MANCHESTER NH 03108 222548708 501(C)(3) 75000 DONOR ADVISED FUNDS - GENERAL OPERATIONS SOUTHERN METHODIST UNIVERSITY PO BOX 750281 DALLAS GA 30236 750800689 501(C)(3) 333333 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) 8000 GENERAL OPERATIONS ST JOHN NEUMANN CATHOLIC SCHOOL 791 TOM SMITH ROAD LILBURN GA 30047 581661089 501(C)(3) 7000 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) 9940 GENERAL OPERATIONS AND CAPITAL CAMPAIGN ST JOSEPH CATHOLIC SCHOOL ATHENS 958 EPPS BRIDGE PARKWAY ATHENS GA 30606 580864659 501(C)(3) 7000 GENERAL OPERATIONS ST JOSEPH CATHOLIC SCHOOL MARIETTA 81 LACY STREET MARIETTA GA 30060 580665896 501(C)(3) 6000 GENERAL OPERATIONS ST JOSEPH'S PLACE 2401 LAKE PARK DRIVE SE SMYRNA GA 30081 581813997 501(C)(3) 22036 GENERAL OPERATIONS ST JUDE THE APOSTLE CATHOLIC CHURCH 7171 GLENRIDGE DR ATLANTA GA 30328 830415529 501(C)(3) 16340 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) 22000 GENERAL OPERATIONS ST PAUL OF THE CROSS CATHOLIC CHURCH 551 HARWELL RD NW ATLANTA GA 30318 581451866 501(C)(3) 11698 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) 14663 GENERAL OPERATIONS ST PETER CLAVER REGIONAL CATHOLIC SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501(C)(3) 60565 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) 124200 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) 45282 GENERAL OPERATIONS ST THOMAS MORE CATHOLIC SCHOOL 630 W PONCE DE LEON AVE DECATUR GA 30030 580456277 501(C)(3) 9000 GENERAL OPERATIONS ST THOMAS THE APOSTLE CATHOLIC CHURCH 4300 KING SPRINGS RD SE SMYRNA GA 30082 581029424 501(C)(3) 5456 GENERAL OPERATIONS THE BASILICA OF THE SACRED HEART OF JESUS 353 PEACHTREE ST NE ATLANTA GA 30308 580566233 501(C)(3) 9500 DONOR ADVISED FUNDS - GENERAL OPERATIONS THE BENEDICT XVI INSTITUTE 320 MIDDLEFIELD RD MENLO PARK CA 94025 463988032 501(C)(3) 25000 DONOR ADVISED FUNDS - GENERAL OPERATIONS THE HOLY NAME OF JESUS CHINESE CATHOLIC MISSION 5395 LIGHT CIRCLE NW NORCROSS GA 30071 810706369 501(C)(3) 7500 GENERAL OPERATIONS THOMAS MORE COLLEGE OF LIBERAL ARTS 6 MANCHESTER ST MERRIMACK NH 03054 020344073 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS UNIVERSITY OF MEMPHIS FOUNDATION PO BOX 1000 DEPT 238 MEMPHIS TN 38148 626048540 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS 56 0 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. X X 0 0 0 0 0 0 0 0 0 DAVID SPOTANSKI DIRECTOR 0 181066 0 0 0 0 0 35364 0 13998 0 230428 0 0 X 20 460355 MARKET VALUE 0 1 1 PART I, LINE 32B: GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO THE CATHOLIC FOUNDATION ACCOUNT AT THE ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND SENDS A CHECK TO THE ORGANIZATION. 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. ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501(C)(3) LINE 1 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF ATLANTA C 400050 CASH OR FAIR MARKET VALUE ARCHDIOCESE OF ATLANTA P 88156 ACTUAL AMOUNT SCHEDULE R, ADDITIONAL INFORMATION 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.