2020-11-05T15:15:22-06:00 2019-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2019-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 6160 S Syracuse Way Suite 211 Greenwood Village CO 80111 DEACON STEVEN STEMPER PRESIDENT 3034689885 2020-11-05 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720203105000000 2020-11-05 P 26C3A9CF11B26F9C2D280370FFBE8B4C03C04303 2694FAF91569FA85B993CDAB66C65C56EFE13A7F 2019 2021-01-29 14:40:06Z STEVEN STEMPER 6160 S Syracuse Way 211 Greenwood Village CO 80111 76175125 false X WWW.THECATHOLICFOUNDATION.COM X 1998 CO THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. 15 15 10 15 0 10062257 11393747 0 0 962496 1410131 303500 0 11328253 12803878 10068770 12266218 0 0 1105864 1133637 0 0 168628 974827 930206 12149461 14330061 -821208 -1526183 122963381 139768182 26688790 29801523 96274591 109966659 X THE FOUNDATION IS CALLED BY JESUS CHRIST: TO PROMOTE THE MISSION OF THE CHURCH IN NORTHERN COLORADO BY ENCOURAGING FINANCIAL STEWARDSHIP; TO FAITHFULLY STEWARD AND DISTRIBUTE FUNDS ENTRUSTED TO THE FOUNDATION; AND TO COOPERATE WITH PARISHES AND OTHER CATHOLIC ORGANIZATIONS TO DEVELOP ADDITIONAL RESOURCES AND SUPPORT. false false 1778006 1778006 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 1753675 1744108 COMMITTED TO TEACHING OUR CHILDREN, THE CATHOLIC FOUNDATION AWARDS GRANTS TO CATHOLIC SCHOOLS ACROSS NORTHERN COLORADO TO BENEFIT SCHOLARSHIP PROGRAMS, PROVIDE TUITION ASSISTANCE, AND ENABLE THE SCHOOLS TO PROVIDE A JUST WAGE TO THEIR TEACHERS. 6367275 6223774 THE CATHOLIC FOUNDATION SUPPORTS THE PREPARATION OF PRIESTS THROUGH GRANTS, SUPPORTING THE OPERATIONS AND NEEDS OF ST. JOHN VIANNEY THEOLOGICAL SEMINARY AND REDEMPTORIS MATER MISSIONARY SEMINARIES. 2553415 2520330 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 2553415 2520330 12452371 true true false false false true false false false true true true false false true false false true false false false true false false false false false true false true false false false false false false false false true false false false true false false false true 0 0 10 true false false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false false true true true true true true false false X THE ORGANIZATION 3034689885 6160 S SYRACUSE WAY 211 Greenwood Village CO 80111 Steven Stemper President and CEO 50.0 10.0 X 221267 0 44657 Michelle Fehn CFO 40.0 20.0 X 121213 0 27875 Jean Finegan Gift Planning Officer 40.0 0.0 X 108452 0 16879 DAVID FANTZ ADMINISTRATIVE OFFICER 30.0 30.0 X 78174 0 6406 BISHOP JORGE RODRIGUEZ DIRECTOR 1.0 0.0 X 0 0 0 Jim Baron Secretary 1.0 0.0 X X 0 0 0 JOE Desplinter Treasurer 1.0 0.0 X X 0 0 0 John Zimmerman Director 1.0 0.0 X 0 0 0 Mark Bauman Director 1.0 0.0 X 0 0 0 Rev Randy Dollins Director 1.0 1.0 X 0 0 0 ARCHBISHOP Samuel J Aq Director 1.0 0.0 X 0 0 0 Rick Wagner Chair 1.0 0.0 X X 0 0 0 Pat Bridges Director 1.0 0.0 X 0 0 0 Terry Gallagher Director 1.0 0.0 X 0 0 0 Tricia Jansen Vice Chair 1.0 0.0 X X 0 0 0 Adam Truitt Director 1.0 0.0 X 0 0 0 Tony Bosselli Director 1.0 0.0 X 0 0 0 Dan James Director 1.0 0.0 X 0 0 0 Bill Pierini Director 1.0 0.0 X 0 0 0 529106 0 95817 3 false true false 0 11393747 1741344 11393747 0 1052727 1052727 0 0 0 0 0 63727441 1210 63364102 7145 363339 -5935 357404 357404 0 0 0 0 0 0 0 0 0 0 12803878 1410131 12107259 12107259 0 158959 158959 0 499593 499593 0 480162 480162 30337 30337 62128 62128 61417 61417 0 11899 11899 59160 59160 0 0 128754 128754 29294 3998 25296 20841 20841 40825 8 35389 5428 103317 103317 0 63054 63054 30408 30408 0 22146 22033 113 156807 153067 3740 0 29579 29579 57129 18806 38323 UBI TAXES 3215 3215 DEVELOPMENT MARKETING 123219 75000 48219 ROSARIES & PRAYER BOOKS 33078 33078 OTHER GIFTS 4450 4450 13031 13031 14330061 12452371 1709062 168628 719966 350509 1905702 1022546 9107809 8906807 0 3250 0 0 0 0 2153 0 0 0 61890 73054 1808529 147989 1688126 1660540 86666511 101906209 22811224 25845267 0 0 0 0 0 0 122963381 139768182 311193 372615 948524 530519 40000 36757 0 0 0 0 0 0 3200003 3200003 0 0 22189070 25661629 26688790 29801523 X 42850907 48998103 53423684 60968556 96274591 109966659 122963381 139768182 -1526183 15218251 X false true X true false X 7789286 6986076 7987750 10062257 11393747 44219116 0 0 7789286 6986076 7987750 10062257 11393747 44219116 8576855 35642261 599230 347088 493803 782849 1052727 3275697 502357 423481 386047 1311885 403383 303500 706883 49513581 0.71985 0.70468 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115 140 6275788 4152668 4953293 4536714 34620325 16021258 true true 46989966 2816083 7628051 2395051 55039049 50925576 1987243 -3410179 2512674 46989966 44314484 3549445 5240359 2178712 50925576 40768206 3798734 1655941 1908397 44314484 37520915 5917202 -927638 1742273 40768206 0.06940 0.05380 0.87680 false false 1502000 1502000 110000 110000 171386 124046 47340 25143 23943 1200 1660540 ALTERNATIVE INVESTMENTS 25845267 25845267 0 INVESTMENTS HELD IN TRUST 25661629 25661629 27890160 15218251 15218251 12671909 128754 3215 131969 12803878 14198092 14198092 128754 3215 131969 14330061 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TEMPORARILY RESTRICTED NET ASSETS ARE THOSE WHOSE USE BY THE FOUNDATION HAS BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE FOUNDATION IN PERPETUITY. ENDOWMENTS HAVE BEEN RESTRICTED FOR THE USE OF THE FOLLOWING: CARING FOR OUR POOR, TEACHING OUR CHILDREN, SPREADING THE GOSPEL, STRENGTHENING OUR PARISHES, PREPARING OUR PRIESTS, AND TIME RESTRICTION. Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED ITS INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4b EXPENSE ON RETURN, NOT ON BOOKS UBI TAX NETTED WITH INVESTMENTS 3,215 Schedule D, Part XII, Line 4b EXPENSE ON RETURN, NOT ON BOOKS UBI TAX NETTED WITH INVESTMENTS 3,215 true Sub-Saharan Africa 0 0 Grantmaking 153959 Middle East and North Africa 0 0 Grantmaking 5000 Central America and the Caribbean 0 0 Investments 8919945 Central America and the Caribbean 0 0 Investments 66344 0 0 0 0 9145248 9145248 Sub-Saharan Africa 143959 Check 1 true false true true true false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: FROM THE FOUNDATION'S POLICY STATEMENT REGARDING INTERNATIONAL GRANT MAKING AND THE MAKING OF GRANTS TO CERTAIN OTHER ORGANIZATIONS, PROJECTS AND INITIATIVES: PROJECT MONITORING: THE PROPOSED PROJECT MUST INCLUDE MEANINGFUL PROCESSES BY WHICH THE COMMITTEE OR INDIVIDUAL DESIGNATED MAY ASSESS THE PROJECT IN TERMS OF MEETING STATED GOALS, INCLUDING REGULAR ACCOUNTING FOR USE OF GRANT FUNDS BY THE FOREIGN ORGANIZATION RECIPIENT AND POSSIBLY INCLUDING FIELD INVESTIGATIONS AFTER THE GRANT IS MADE. THIS CORPORATION SHALL RETAIN THE RIGHT TO WITHDRAW APPROVAL OF A GRANT AND TO RECEIVE A REFUND OF ANY UNEXPENDED GRANT FUNDS IN THE EVENT THAT IT IS DETERMINED BY SAID COMMITTEE OR INDIVIDUAL THAT THE PROJECT IS NOT MEETING ITS STATED GOALS, OR THAT ANY OF THE PRECONDITIONS SET FORTH IN THE GRANT ARE NOT BEING SATISFIED. WHEREVER FEASIBLE, GRANT FUNDS WILL BE RELEASED FOR SPECIFIC PROJECTS ON AN AS NEEDED BASIS. SCHEDULE F, PART I, LINE 3(3) DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 8,919,945 SCHEDULE F, PART I, LINE 3(4) DETAIL OF FOREIGN INVESTMENTS: INVESTMENT MANAGEMENT/INCENTIVE FEES 66,344 true St Francis Formation of Mid America 900 Cathedral Avenue Victoria KS 67671 481238921 501(c)(3) 3105933 Preparing Future Priests St John Vianney Theological Seminary 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 1911085 Preparing Future Priests Capuchin Province of Mid-America 3613 Wyandot Street Denver CO 80211 481238921 501(c)(3) 495727 Preparing Future Priests Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 447800 Spreading the Good News Sacred Heart of Jesus Parish 2312 14th Street Boulder CO 80304 840404918 501(c)(3) 270000 Strengthening Our Parishes AOD - Archbishop Catholic Appeal PO Box 100316 Denver CO 80250 840499858 501(c)(3) 267000 Preparing Future Priests Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 232000 Teaching Our Children Bishop Machebeuf High School PO Box 100676 Denver CO 80210 841490220 501(c)(3) 225523 Teaching Our Children St Therese Parish 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 213500 Strengthening Our Parishes Capuchin Franciscans 3613 Wyandot Street Denver CO 80211 481238921 501(c)(3) 210958 Preparing Future Priests Catholic Laity and Clergy Renewal 6160 S Syracuse Way 200 Greenwood Village CO 80111 842182176 501(c)(3) 200000 Preparing Future Priests Thomas More College of Liberal Arts 6 Manchester Street Merrimack NH 030549947 020344073 501(c)(3) 200000 Spreading the Good News Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 180000 Spreading the Good News Papal Foundation 150 Monument Road Suite 609 Bala Cynwd PA 19004 232511991 501(c)(3) 150000 Spreading the Good News SJV-RM Appeal 3801 E Florida Ave Suite 909 Denver CO 80210 841495066 501(c)(3) 148000 Preparing Future Priests Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 145000 Caring for Our Community Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 127564 Teaching Our Children St Anthony Catholic Church 326 S 3rd St Sterling CO 80751 840461557 501(c)(3) 125000 Strengthening Our Parishes Wyoming Catholic College 306 Main St Lander WY 82520 830434307 501(c)(3) 125000 Teaching Our Children Catholic Charities - Shelters 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 118750 Caring for Our Community Catholic Charities & Community Services 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 102371 Caring for Our Community Our Lady of Lourdes Catholic School 2256 South Logan St Denver CO 80210 840421979 501(c)(3) 101500 Teaching Our Children St Peter Catholic Chuch 915 12th Street Greeley CO 80631 840423075 501(c)(3) 101000 Strengthening Our Parishes Religious Freedom Institute 1050 30th Street NW Washington DC 20007 810983298 501(c)(3) 100000 Spreading the Good News Stand Together Inc 1320 N Courthouse Rd Ste 220 Arlington VA 22201 273197768 501(c)(3) 100000 Caring for Our Community The Martin Family Foundation 6160 S Syracuse Way 220 Greenwood Village CO 80111 830335099 501(c)(3) 100000 Strengthening Our Parishes Vine Foundation 6160 S Syracuse Way Suite 220 Greenwood Village CO 80111 465432750 501(c)(3) 100000 Strengthening Our Parishes AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 80000 Preparing Future Priests Holy Ghost Catholic Church 1900 California St Denver CO 80202 840402681 501(c)(3) 75000 Strengthening Our Parishes St Francis of Assisi Catholic Parish 3791 Pike Rd Longmont CO 80503 840881712 501(c)(3) 74000 Strengthening Our Parishes AOD - Emergency Grants to Parishes 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 69479 Strengthening Our Parishes Amazing Parish 6160 S Syracuse Way Suite 220 Greenwood Village CO 80111 830335099 501(c)(3) 68500 Strengthening Our Parishes Association for the Promotion of the Apostolate 3290 W Milan Avenue Englewood CO 80110 274663351 501(c)(3) 68000 Teaching Our Children AOD - Office of Catholic Schools 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 63470 Teaching Our Children St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 60400 Spreading the Good News Seeds of Hope 3801 E Florida Ave Suite 909 Denver CO 80210 841437053 501(c)(3) 53500 Teaching Our Children Our Lady of Loreto Catholic Parish 18000 E Arapahoe Rd Aurora CO 80016 841489200 501(c)(3) 50200 Strengthening Our Parishes A Precious Child Inc 7051 W 118th Ave Broomfield CO 80020 263349334 501(c)(3) 50000 Spreading the Good News Benedictine College 1020 2nd St Atchison KS 66002 480777079 501(c)(3) 50000 Teaching Our Children Courage International Inc 8 Leonard Street Norwalk CT 06850 800615570 501(c)(3) 50000 Caring for Our Community National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 50000 Caring for Our Community Sophia Institute for Teachers PO Box 5284 Manchester NH 03108 222548708 501(c)(3) 50000 Teaching Our Children ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(c)(3) 49500 Teaching Our Children Camp Wojtyla PO Box 116 Erie CO 80516 264365733 501(c)(3) 44000 Teaching Our Children Catholic Charities - Marisol Health 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 43250 Caring for Our Community Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(c)(3) 41500 Spreading the Good News Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(c)(3) 37000 Spreading the Good News Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 36956 Caring for Our Community ENDOW 6160 Syracuse Way Suite 210 Greenwood Village CO 80111 830362209 501(c)(3) 36362 Spreading the Good News Our Lady of Lourdes 2298 South Logan Street Denver CO 80210 840421979 501(c)(3) 35900 Strengthening Our Parishes Faith and Reason Institute PO Box 539 Warner NH 03278 522197517 501(c)(3) 35000 Spreading the Good News St Francis de Sales Parish 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 35000 Strengthening Our Parishes AOD - Office of Evangelization & Family 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 33033 Caring for Our Community Most Precious Blood Parish Center 2250 S Harrison Denver CO 80210 840439518 501(c)(3) 33000 Strengthening Our Parishes Regis Jesuit High School 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 32500 Teaching Our Children JK Mullen HS 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 31500 Teaching Our Children Dominican Home Health Agency 2501 Gaylord Street Denver CO 80205 840567786 501(c)(3) 31000 Caring for Our Community Camilla Hall Nursing Home 1145 King Road Immaculate PA 193450100 231576706 501(c)(3) 30000 Caring for Our Community St Patrick Catholic Community 10815 N 84th St Scottsdale AZ 85260 300514891 501(c)(3) 30000 Strengthening Our Parishes SJV- Catholic Biblical School PO Box 101360 Denver CO 802501360 840499858 501(c)(3) 25250 Spreading the Good News St John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(c)(3) 25250 Strengthening Our Parishes Nativity of Our Lord 900 W Midway Blvd Broomfield CO 80020 840514655 501(c)(3) 25000 Strengthening Our Parishes Net Ministries 110 Crusader Ave W West St Paul MN 55118 411637054 501(c)(3) 25000 Spreading the Good News St Jude Catholic Church 9405 W Florida Avenue Lakewood CO 80232 840579867 501(c)(3) 23700 Strengthening Our Parishes St Thomas More School 8035 S Quebec Street Centennial CO 80112 840642458 501(c)(3) 22500 Teaching Our Children St Clare of Assisi Catholic School PO Box 1390 Edwards CO 81632 841237387 501(c)(3) 21742 Teaching Our Children Nativity of Our Lord School 900 W Midway Blvd Broomfield CO 80020 840514655 501(c)(3) 20000 Teaching Our Children St Joseph Church & School 101 North Howes St Fort Collins CO 80521 840413978 501(c)(3) 20000 Strengthening Our Parishes Our Lady of Grace 2645 East 48th Avenue Denver CO 80216 840568886 501(c)(3) 19306 Strengthening Our Parishes Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 18600 Teaching Our Children Our Lady of Fatima Parish 1985 Miller St Lakewood CO 80215 840569526 501(c)(3) 18217 Strengthening Our Parishes DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 17738 222245377 501(c)(3) 18000 Caring for Our Community Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 18000 Caring for Our Community Annunciation Catholic School 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 17200 Teaching Our Children St Catherine of Siena School & Parish 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 16000 Teaching Our Children Catholic Extension 150 S Wacker Drive Suite 2000 Chicago IL 606069508 366000520 501(c)(3) 15000 Spreading the Good News Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(c)(3) 15000 Spreading the Good News Children of the Dust PO Box 471058 Aurora CO 80047 463008410 501(c)(3) 15000 Caring for Our Community St Louis Catholic School & Parish- Louisville 902 Grant Ave Louisville CO 80027 846012535 501(c)(3) 15000 Teaching Our Children Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 12500 Spreading the Good News Marriage Missionaries 12577 N 2nd Street Parker CO 80134 364725687 501(c)(3) 12500 Spreading the Good News Notre Dame Catholic School & Parish 2165 S Zenobia Dener CO 80219 800016188 501(c)(3) 12500 Teaching Our Children AOD - Prophet Elijah House 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 11000 Caring for Our Community Dynamic Catholic Institute 5801 Olympic Blvd Erlanger KY 41018 264549213 501(c)(3) 10500 Spreading the Good News Project 127 2220 S Chambers Road Aurora CO 80014 263341511 501(c)(3) 10200 Caring for Our Community Annunciation Church - Twin Parishes Food Bank 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 10000 Caring for Our Community Assumption Catholic School 2341 E 78th Ave Denver CO 802296102 840449275 501(c)(3) 10000 Teaching Our Children Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(c)(3) 10000 Teaching Our Children Guardian Angels Catholic School 1843 W 52nd Ave Denver CO 80221 840518957 501(c)(3) 10000 Teaching Our Children Holy Trinity Catholic School 7595 Federal Blvd Westminster CO 80030 840469648 501(c)(3) 10000 Teaching Our Children JP II Outdoor Lab c/o Annunciation Heights 7400 CO-7 Estes Park CO 80517 264365733 501(c)(3) 10000 Teaching Our Children Lanteri Center for Ignatius Spirituality 416 22nd St Denver CO 80205 201891947 501(c)(3) 10000 Spreading the Good News Oblates of the Virgin Mary 2 Ipswich Street Boston MA 02215 530196617 501(c)(3) 10000 Spreading the Good News Rocky Mountain BEST PO Box 3135 Littleton CO 801613135 272434632 501(c)(3) 10000 Teaching Our Children Sisters of the Good Shepherd Province of Mid-North 7654 Natural Bridge Rd Saint Louis KS 63121 364607349 501(c)(3) 10000 Spreading the Good News St Bernadette Catholic School 7240 W 12th Ave Denver CO 80215 840431890 501(c)(3) 10000 Teaching Our Children St James Catholic School 1314 Newport St Denver CO 80220 840402708 501(c)(3) 10000 Teaching Our Children St John the Evangelist Catholic Parish 1515 Hilltop Drive Loveland CO 80537 840409866 501(c)(3) 10000 Strengthening Our Parishes St Peter & Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 10000 Teaching Our Children St Pius X Catholic School 13680 E 14th Place Denver CO 80011 840457083 501(c)(3) 10000 Teaching Our Children St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 10000 Teaching Our Children St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(c)(3) 10000 Teaching Our Children St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 10000 Teaching Our Children University of Notre Dame 1251 N Eddy Street Suite 300 South Bend IN 466171403 350868188 501(c)(3) 10000 Teaching Our Children Archdiocese of Denver 1300 South Steele Street Denver CO 80210 840499858 501(c)(3) 9500 Strengthening Our Parishes Marian Community of Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(c)(3) 9100 Spreading the Good News Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 8000 Spreading the Good News St Peter & Paul Catholic Parish 3900 Pierce St Wheatridge CO 80033 840448043 501(c)(3) 8000 Strengthening Our Parishes Companions of Christ 1050 Pennsylvania St Denver CO 80203 261579250 501(c)(3) 7000 Spreading the Good News St Frances Cabrini Parish 6673 West Chatfield Ave Littleton CO 80128 237283675 501(c)(3) 7000 Strengthening Our Parishes Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 6500 Spreading the Good News St Vincent de Paul Parish 2375 E Arizona Avenue Denver CO 80210 840439603 501(c)(3) 6500 Strengthening Our Parishes St Sebastian Project Denver 9816 E Crestling Circle Greenwood Village CO 80111 272907865 501(c)(3) 6250 Teaching Our Children Cathedral Basilica of the Immaculate Conception 1535 Logan St Denver CO 80203 840421938 501(c)(3) 6000 Strengthening Our Parishes Operation Underground Railroad 700 North Valley Street Suite B Anaheim CA 92801 463614979 501(c)(3) 6000 Spreading the Good News St Mary's Littleton 6853 S Prince St Littleton CO 80120 840436373 501(c)(3) 5750 Strengthening Our Parishes AOD - Office of Vocations 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 5629 Spreading the Good News Annunciation Heights 3801 E Florida Ave Suite 909 Denver CO 80210 823745326 501(c)(3) 5600 Teaching Our Children St Michael the Archangel St Vincent de Paul Society 19099 E Aurora CO 80013 840783112 501(c)(3) 5250 Strengthening Our Parishes 119 Schedule I, Part I, Question 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: Following approval of a grant, a grant award letter and general grant terms, conditions, and understandings, together with the award check is sent to each recipient. The grant award letter and terms and conditions (which together constitute the grant agreement) outline the specific award stipulations including the purpose for which the funds are to be used, the length of the grant period, and required expenditure reporting after the close of the grant period, if any. Grantee deposit of the award check indicates acceptance of the grant's terms and conditions, and affirm their tax-exempt status. The terms and conditions of accepting foundation grant funds also require grant recipients to report any change to their tax exempt status during the grant term. Furthermore, recipients must submit written requests in advance to change the grant purpose or if the funds are unexpended within the grant period. X X X false false false false false false false false true true Steven Stemper President and CEO 221267 13276 31381 265924 SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: STEVEN STEMPER'S CURRENT COMPENSATION IS COVERED BY HIS INITIAL CONTRACT OF NOVEMBER 2012. PLEASE SEE SCHEDULE O, PART VI, QUESTION 15A NARRATIVE FOR MORE INFORMATION. X 55 1551344 SALES PRICE X 1 190000 FMV false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: THE CATHOLIC FOUNDATION ENGAGES REAL ESTATE PROFESSIONALS WHO EITHER VOLUNTEER THEIR SERVICES OR ENTER A CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION IN ORDER TO SELL REAL ESTATE THAT IS DONATED TO THE FOUNDATION. SCHEDULE M, PART I, COLUMN B THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4D Description of other program services: The Catholic Foundation cares for the community by making grants to charitable organizations helping to bring the light of Christ to the poor and broken in our world. The Foundation strengthens parishes throughout northern Colorado, through grants providing operating support and capital needs. In addition, the Foundation assists in the establishment of Parish Funds to facilitate the Parish's planned giving efforts. Expenses of $2,553,415 including grants of $2,520,330. Form 990, Part VI, Section B, line 11b PROCESS TO REVIEW THE FORM 990: THE 990 IS COMPLETED BY THE FOUNDATION'S TAX FIRM, BKD, IN COOPERATION WITH THE FOUNDATION'S STAFF. THE RETURN IS REVIEWED BY MANAGEMENT AND THEN BY THE BOARD'S AUDIT COMMITTEE. Form 990, Part VI, Section B, line 12c PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE BOARD OF TRUSTEES OF THE CATHOLIC FOUNDATION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY ON MARCH 7, 2005. IN ADDITION TO TRUSTEES AND OFFICERS, THE POLICY APPLIES TO ALL EMPLOYEES, COMMITTEE MEMBERS, AND VOLUNTEERS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE FOUNDATION. THE POLICY IDENTIFIES AND DEFINES INTERESTED PARTIES, THE NATURE OF POTENTIAL CONFLICTS, INCLUDING USE OF CONFIDENTIAL INFORMATION FOR PERSONAL GAIN AND A PROHIBITION AGAINST LOANS BY/TO THE FOUNDATION TO ANY TRUSTEE OR OFFICER AS WELL AS PROCEDURES FOR DISCLOSURE, REVIEW, AND ACTION ON CONFLICTS OF INTEREST AS THEY ARISE. ADDITIONALLY, THE POLICY REQUIRES ANNUAL COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE STATEMENT BY THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE FOUNDATION. THE CONFLICT OF INTEREST POLICY TOGETHER WITH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND GIFT POLICY AND DISCLOSURE FORM ARE DISTRIBUTED ANNUALLY TO OFFICERS and TRUSTEES. THESE INDIVIDUALS ARE ASKED TO REVIEW THE POLICY AND COMPLETE AND RETURN BOTH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND THE GIFT POLICY AND DISCLOSURE FORM. IN CONNECTION WITH, AND PRIOR TO THE FOUNDATION'S ENTERING INTO, ANY TRANSACTION OR ARRANGEMENT THAT MIGHT PRESENT AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE RESPONSIBLE PERSON INVOLVED SHALL DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST IN THE TRANSACTION, AS WELL AS ALL MATERIAL FACTS RELATING TO THE TRANSACTION. IN THE CASE OF FOUNDATION STAFF, THIS DISCLOSURE SHOULD BE MADE TO THE PRESIDENT (OR IF THE PRESIDENT IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IN THE CASE OF TRUSTEES, THIS DISCLOSURE SHOULD BE MADE TO THE BOARD CHAIR, (OR IF THE BOARD CHAIR IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD AS A WHOLE. IF THE BOARD OR ANY COMMITTEE OF THE BOARD PROPERLY DELEGATED SUCH POWER DETERMINES THAT A CONFLICT OF INTEREST EXISTS AND CANNOT BE ELIMINATED OR AVOIDED AND, IF APPROPRIATE, THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE FOUNDATION DESPITE THE EXISTENCE OF THE CONFLICT, BASED ON WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS AT LEAST AS FAVORABLE TO THE FOUNDATION AS AN ARM'S-LENGTH TRANSACTION WITH DISINTERESTED INDIVIDUALS OR ORGANIZATIONS. THE DECISION OF THE BOARD OR COMMITTEE SHALL REST IN ITS SOLE DISCRETION, BUT SHALL BE MADE IN GOOD FAITH AND IN MANNER SUCH BOARD OR COMMITTEE REASONABLY BELIEVES TO BE IN THE FOUNDATION'S BEST INTEREST. Form 990, Part VI, Section B, line 15a REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: PURSUANT TO I.R.C. 5498, COMPENSATION IS INDEPENDENTLY DETERMINED BY DISINTERESTED BOARD MEMBERS (I.E. THE CHAIRMAN OF THE BOARD OF TRUSTEES IN CONSULTATION WITH OTHER TRUSTEES) ON A YEARLY BASIS. IN MAKING THIS DETERMINATION, THE CHAIRMAN RELIES ON APPROPRIATE COMPARABILITY DATA AND THEN DOCUMENTS THE DECISION IN THE BOARD OF TRUSTEE MEETING MINUTES EACH YEAR. IN NOVEMBER 2012, THE BOARD HIRED DEACON STEVEN STEMPER AS PRESIDENT AND CEO OF THE FOUNDATION. TOM HEULE, THEN CHAIRMAN OF THE BOARD OF TRUSTEES, WAS RESPONSIBLE FOR THE DRAFTING AND REVIEW OF THE CEO EMPLOYMENT AGREEMENT. MR. HEULE UTILIZED THE BRYAN CAVE LAW FIRM TO ASSIST IN THE PROCESS. MR. STEMPER'S CONTRACT WAS NEGOTIATED AND AGREED TO BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, line 15b REVIEW OF OTHER OFFICER COMPENSATION: THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND THE COMPENSATION COMMITTEE APPROVES THE COMPENSATION. Employees are evaluated on an annual basis with a formal review process and raises are determined by management utilizing industry salary surveys. Personnel costs are included in the annual budget review by the Board of Trustees. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE FOUNDATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE WEBSITE OF THE COLORADO SECRETARY OF STATE. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 6160 S Syracuse Way Denver CO 80210 464051529 RE Holdings CO 185000 1612000 catholic fdn