2019-03-12T12:57:44-05:00 2018-06-30 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2017-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 4044979440 2019-03-07 1 GARY H BOTELER P00052048 7703948000 2019-03-07 23.117.199.162 2019-03-07 17:16:17 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0D94B447AEEB24BFB768ED2541C05E174E50B023 2017 2019-02-21 02:37:17Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 28426699 0 0928 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. 26 22 10 53 0 0 7852040 8687338 74641 103281 1716740 975425 0 0 9643421 9766044 1300522 1902934 0 0 473535 581820 0 0 155713 229808 289064 2003865 2773818 7639556 6992226 64079538 74877354 10782856 13404504 53296682 61472850 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 2105346 1902934 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. 116964 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. 116964 103281 RECEIVE AND MANAGE ENDOWMENT AND CUSTODIAN FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. THE FOUNDATION SERVES AS THE CUSTODIAN OF INVESTMENT FUNDS FOR OTHER CATHOLIC NONPROFIT ORGANIZATIONS. FOR BOTH ENDOWMENT AND CUSTODIAN FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. MISCELLANEOUS OTHER PROGRAM SERVICES. 2339274 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 1 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 5 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 22 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 JEFF HAIDET CHAIR 1.00 0.00 X X 0 0 0 JAMES LANIER 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 ARCHBISHOP WILTON D GREGORY DIRECTOR 0.30 40.00 X 0 28768 58920 CATHERINE PERRY DIRECTOR 0.30 0.00 X 0 0 0 DAVID SPOTANSKI DIRECTOR 0.30 40.00 X 0 182018 45146 DAVIID K WITHERS DIRECTOR 0.30 0.00 X 0 0 0 DEONE SPRATTE 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 H HAMILTON SMITH 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 JOHN RIPOLL DIRECTOR 0.30 0.00 X 0 0 0 LINDA MACLEAN 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 MICHAEL PETRIK DIRECTOR 0.30 0.00 X 0 0 0 MSGR DAN STACK DIRECTOR 0.30 40.00 X 0 41010 31019 MSGR STEPHEN T CHURCHWELL DIRECTOR 0.30 40.00 X 0 32022 40920 NANCY E PETERMAN DIRECTOR 0.30 0.00 X 0 0 0 PHILIP COLETTI DIRECTOR 0.30 0.00 X 0 0 0 NANCY COVENY EXEC. DIRECTOR 40.00 0.00 X 118938 0 13662 118938 283818 189667 1 0 1 0 0 1030000 7657338 4154112 8687338 FUND MANAGEMENT FEES 523920 103281 103281 103281 819026 819026 18817054 18660655 156399 156399 156399 9766044 1078706 0 0 1902934 1902934 139136 83482 27827 27827 325103 195061 65021 65021 14731 8839 2946 2946 69571 41743 13914 13914 33279 19967 6656 6656 61105 59805 1300 23264 4653 13958 4653 77727 46635 15546 15546 59934 35960 11987 11987 26426 26426 2378 1189 1189 5556 2778 2778 3982 3982 5795 5795 MISCELLANEOUS 19105 19105 MEMBERSHIP FEES 2620 1310 1310 SUBSCRIPTIONS 1172 586 586 2773818 2339274 278831 155713 815816 3834335 67240 3743 7599 32710 24612 8707 8098 63251272 70960082 64079538 74877354 19758 28919 115149 119684 10647949 13255901 10782856 13404504 X 7158058 11624674 13631823 16861084 32506801 32987092 53296682 61472850 64079538 74877354 X 6992226 3079773 -1895831 X X 0 1 X 1 0 X 2057625 4745719 2090928 7852040 8687338 25433650 2057625 4745719 2090928 7852040 8687338 25433650 5011993 20421657 524042 1184459 665980 656170 819026 3849677 29283327 331308 0.69740 0.76550 X 14 4795850 632533 8498424 1 1 0 1 X 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 35094268 2307967 5241638 861498 174244 254090 41354041 0.17820 0.73550 0.08630 0 0 3285 356 2929 22825 18316 4509 6600 5940 660 8098 BENEFICIARY ENDOWMENTS 13072330 CHARITABLE GIFT ANNUITY PAYABLE 171213 DUE TO ARCHDIOCESE OF ATLANTA 12358 13255901 10868832 3079773 51128 -3641 3127260 7741572 2024472 2024472 9766044 2692664 51128 51128 2641536 132282 132282 2773818 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 -3,641. PART XI, LINE 4B - OTHER ADJUSTMENTS: BENEFICIARY ENDOWMENT FUNDS REVENUE 2,024,472. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFICIARY ENDOWMENT FUNDS EXPENSES 132,282. 1 AMERICAN HEART ASSOCIATION 10 GLENLAKE PKWY NE 400 ATLANTA GA 30328 135613797 501(C)(3) 5000 DONOR ADVISED FUNDS - GENERAL OPERATIONS ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501(C)(3) 316240 EDUCATION AND CARE OF PRIESTS AND GENERAL OPERATIONS ATHENS CATHOLIC RADIOXCHANGE RADIO INC 958 EPPS BRIDGE PARKWAY ATHENS GA 30606 580864659 501(C)(3) 5000 GENERAL OPERATIONS BLESSED TRINITY CATHOLIC HIGH SCHOOL 11320 WOODSTOCK ROAD ROSWELL GA 30075 582602641 501(C)(3) 10500 GENERAL OPERATIONS CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501(C)(3) 10000 DONOR ADVISED FUNDS - GENERAL OPERATIONS AND CAPITAL CAMPAIGN CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501(C)(3) 46374 GENERAL OPERATIONS AND CAPITAL CAMPAIGN CATHOLIC CENTER AT GEORGIA TECH 172 FOURTH STREET NW ATLANTA GA 30313 580677170 501(C)(3) 11116 GENERAL OPERATIONS CATHOLIC CHARITIES OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 581097003 501(C)(3) 114160 GENERAL OPERATIONS CATHOLIC RELIEF SERVICES INTERNATIONAL TOWER- SUITE 402 ATLANTA GA 30303 135563422 501(C)(3) 5820 DONOR ADVISED FUNDS - GENERAL OPERATIONS AND ASSITANCE FOR HURRICANE VICTIMS IN PUERTO RICO CHASTAIN HORSE PARK LTD 4371 POWERS FERRY RD NW ATLANTA GA 30327 582276314 501(C)(3) 80000 DONOR ADVISED FUNDS - DEVELOPMENT CHRIST OUR HOPE CATHOLIC CHURCH 1786 WELLBORN RD LITHONIA GA 30058 581594490 501(C)(3) 11315 REPLACE SOUND SYSTEM AND ANNUAL APPEAL CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501(C)(3) 6500 GENERAL OPERATIONS COVENANT HOUSE GEORGIA 1559 JOHNSON RD NW ATLANTA GA 30318 133523561 501(C)(3) 6000 GENERAL OPERATIONS AND SUPPORT EDUCATION FOR HOMELESS AND TRAFFICKED YOUTH CRISTO REY JESUIT HIGH SCHOOL 680 WEST PEACHTREE STREET NW ATLANTA GA 30308 455550340 501(C)(3) 13000 GENERAL OPERATIONS AND CAPITAL CAMPAIGN FRIENDS OF REFUGEES PO BOX 548 CLARKSTON GA 30021 201989492 501(C)(3) 5000 JOLLY AVENUE DEVELOPMENT CENTER CAMPAIGN HELPING HANDS MINISTRIES 125 MAIN STREET SUITE 1 TALLULAH FALLS GA 30578 582266139 501(C)(3) 50000 DONOR ADVISED FUNDS - GENERAL OPERATIONS HOLY REDEEMER CATHOLIC SCHOOL 3380 OLD ALABAMA ROAD JOHNS CREEK GA 30022 582416042 501(C)(3) 7500 GENERAL OPERATIONS AND INSTALL BOTTLE FILING STATIONS IN CAFETERIA HOLY SPIRIT CATHOLIC CHURCH 4465 NORTHSIDE DRIVE NW ATLANTA GA 30330 580969299 501(C)(3) 13658 GENERAL OPERATIONS HOLY SPIRIT PREPERATORY SCHOOL 4449 NORTHSIDE DRIVE NW ATLANTA GA 30327 582141813 501(C)(3) 10458 GENERAL OPERATIONS AND PURCHASE OF NEW BUS IGNATIUS HOUSE JESUIT RETREAT CENTER 6700 RIVERSIDE DRIVE NW ATLANTA GA 30328 580862903 501(C)(3) 8957 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) 11000 GENERAL OPERATIONS AND RENOVATION AND EXPANSION OF COMPUTER LAB MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD ATLANTA GA 30319 580566204 501(C)(3) 5000 DONOR ADVISED FUNDS - ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD ATLANTA GA 30319 580566204 501(C)(3) 8500 ANNUAL FUND, CAPITAL CAMPAIGN, AND GENERAL OPERATIONS MEALS ON WHEELS ATLANTA 1705 COMMERCE DR ATLANTA GA 30223 580960309 501(C)(3) 5000 DONOR ADVISED FUNDS - A MEAL TO REMEMBER 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) 5491 GENERAL OPERATIONS NOTRE DAME ACADEMY 4635 RIVER GREEN PARKWAY DULUTH GA 30096 841657624 501(C)(3) 16000 ASSISTANCE FOR UPGRADING THE ATHLETIC FACILITIES OUR LADY OF MERCY CATHOLIC HIGH SCHOOL 861 EVANDER HOLYFIELD HWY FAYETTEVILLE GA 30214 582614489 501(C)(3) 13667 GENERAL OPERATIONS, UPGRADES TO THE COMPUTER LABS, AND PILGRIMAGE TO NEW ORLEANS OUR LADY OF THE AMERICAS CATHOLIC MISSION 4603 LAWRENCEVILLE HWY LILBURN GA 30047 510595285 501(C)(3) 5000 CAPITAL CAMPAIGN AND PURCHASE OF ETHERNET SWITCH OUR LADY OF THE ASSUMPTION CATHOLIC SCHOOL 1320 HEARST DR NE ATLANTA GA 30319 586003076 501(C)(3) 5500 GENERAL OPERATIONS AND CAPITAL CAMPAIGN OUR LADY OF THE MOUNTAINS CATHOLIC CHURCH 1908 WALESKA HIGHWAY 108 JASPER GA 30143 581820863 501(C)(3) 5000 GENERAL OPERATIONS AND YOUTH GROUP PILGRIMAGE OUR LADY OF VICTORY CATHOLIC SCHOOL 211 KIRKLEY ROAD TYRONE GA 30290 582416040 501(C)(3) 13000 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) 5890 GENERAL OPERATIONS SAN FELIP DE JESUS PARISH MISSION 975 CONLEY RD FOREST PARK GA 30297 271209914 501(C)(3) 5000 CAPITAL CAMPAIGN AND SUMMER CAMP FUNDING SOUTHERN METHODIST UNIVERSITY PO BOX 750281 DALLAS GA 30236 750800689 501(C)(3) 333333 DONOR ADVISED FUNDS - INDOOR PERFORMANCE CENTER/ATHLETICS MASTER PLAN ST BERNADETTE CATHOLIC CHURCH 101 SOUTH COLLEGE STREET CEDARTOWN GA 30125 581638738 501(C)(3) 7000 GENERAL OPERATIONS ST BRIGID CATHOLIC CHURCH ST BRIGID CATHOLIC CHURCH JOHNS CREEK GA 30022 852414769 501(C)(3) 5741 GENERAL OPERATIONS ST CATHERINE OF SIENA CATHOLIC SCHOOL 1618 BEN KING ROAD KENNESAW GA 30114 010552300 501(C)(3) 5000 GENERAL OPERATIONS ST CLEMENT CATHOLIC CHURCH 875 HWY 53 CALHOUN GA 30701 581919211 501(C)(3) 5768 GENERAL OPERATIONS ST ELIZABETH SETON PARISH MISSION 2904 JUDSON BULLOCH RD WARM SPRINGS GA 31830 580572426 501(C)(3) 5000 GENERAL OPERATIONS ST JAMES PARISH MISSION IN MADISON 562 VINE STREET MADISON GA 30650 582595743 501(C)(3) 5000 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 PAUL II PARISH MISSION 622 SHALLOWFORD RD GAINESVILLE GA 30501 474945399 501(C)(3) 7000 CAPITAL CAMPAIGN, PURCHASE FLOR Y CANTO HYMNALS, AND SCHOLARSHIPS FOR TEENS TO ATTEND STEUBINVILLE YOUTH CONFERENCE ST JOHN THE EVANGELIST CATHOLIC SCHOOL 240 ARNOLD STREET HAPEVILLE GA 30354 205200945 501(C)(3) 11667 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) 5000 GENERAL OPERATIONS ST JOSEPH'S PLACE 2401 LAKE PARK DRIVE SE SMYRNA GA 30081 581813997 501(C)(3) 21670 GENERAL OPERATIONS ST JUDE THE APOSTLE CATHOLIC CHURCH 7171 GLENRIDGE DR ATLANTA GA 30328 830415529 501(C)(3) 15000 DONOR ADVISED FUNDS - GENERAL OPERATIONS, PURCHASE OF PROJECTION SCREENS, AND THE START-UP OF A GRIEF SHARE MINISTRY ST JUDE THE APOSTLE CATHOLIC SCHOOL 7171 GLENRIDGE DR ATLANTA GA 30328 580877839 501(C)(3) 7014 GENERAL OPERATIONS ST KATHARINE DREXEL MISSION 1227 SCENIC HWY LOOKOUT MOUNTAIN GA 30750 473285229 501(C)(3) 5000 GENERAL OPERATIONS ST MARY PARISH MISSION IN ELBERTON 5 BROOKHAVEN CIR ELBERTON GA 30635 582096197 501(C)(3) 5000 GENERAL OPERATIONS ST MARY'S CATHOLIC SCHOOL 401 E SEVENTH STREET ROME GA 30161 412097947 501(C)(3) 12000 GENERAL OPERATIONS ST MATTHEW CATHOLIC CHURCH - WINDER 25 WILKINS RD SW WINDER GA 30680 582324414 501(C)(3) 7684 GENERAL OPERATIONS ST PAUL OF THE CROSS CATHOLIC CHURCH 551 HARWELL RD NW ATLANTA GA 30318 581451866 501(C)(3) 11630 PURCHASE NEW BOOKS AND SUPPLIES FOR PSR AND GA BULLETIN 2011-2013 ST PETER CLAVER REGIONAL CATHOLIC SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501(C)(3) 55272 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) 120485 GENERAL OPERATIONS, STUDENT SCHOLARSHIPS, FUND START-UP COSTS FOR STUDENT ROBOTICS TEAM ST PIUS X CATHOLIC HIGH SCHOOL 2674 JOHNSON ROAD ATLANTA GA 30345 580706914 501(C)(3) 10000 DONOR ADVISED FUNDS - 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) 37209 GENERAL OPERATIONS ST THOMAS MORE CATHOLIC SCHOOL 630 W PONCE DE LEON AVE DECATUR GA 30030 580456277 501(C)(3) 7000 GENERAL OPERATIONS ST TORIBIO ROMO PARISH MISSION 2402 US-76 CHATSWORTH GA 30805 461544188 501(C)(3) 5000 BUILDING FUND YOUTH MINISTRY IN THE MOUNTAINS 1243 HULSEY RD CLEVELAND GA 30528 582118293 501(C)(3) 5000 GENERAL OPERATIONS 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 EXECUTIVE DIRECTOR 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 $544,753 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 182018 0 0 0 0 0 33046 0 12100 0 227164 0 0 X 11 4154112 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 $8,687,338 INCLUDED CONTRIBUTIONS OF $4,858,640 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 $2,024,472. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE $4,930,769. FORM 990, PART VI, SECTION A, LINE 2 ARCHBISHOP WILTON D GREGORY, DAVID SPOTANSKI, MSGR. STEPHEN CHURCHWELL, AND MSGR DAN STACK 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 -2,024,472. BENEFICIARY ENDOWMENT FUNDS EXPENSES 132,282. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -3,641. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII - ADDITIONAL INFORMATION COMPENSATION REPORTED FOR ARCHBISHOP WILTON D. GREGORY, DAVID SPOTANSKI, MSGR. STEPHEN CHURCHWELL, AND MSGR. DAN STACK 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 1030000 CASH OR FAIR MARKET VALUE ARCHDIOCESE OF ATLANTA P 129820 ACTUAL AMOUNT GROUP EXEMPTION RELATIONSHIPS: THE FOUNDATION IS INCLUDED IN A GROUP EXEMPTION WHICH INCLUDES CENTRAL AND SUBORDINATE ORGANIZATIONS OF THE GROUP EXEMPTION THAT ARE NOT REQUIRED TO BE REPORTED IN THIS SECTION. 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.