2019-10-15T14:20:50-05:00 2018-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2018-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 6160 S Syracuse Way Suite 211 DENVER CO 80210 DEACON STEVEN STEMPER PRESIDENT 3034689885 2019-11-15 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720192885000039 2019-10-15 P B297EB62ACBDF2C63341018967E8037D5137B826 1E5D5B19B81F25AE9DAC4BA75F67F0807E0A9DB7 2018 2019-02-21 02:37:17Z STEVEN STEMPER 6160 S Syracuse Way 211 Greenwood Village CO 80111 174448060 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. 13 13 13 20 447668 386047 7987750 10062257 0 0 1083968 962496 403383 303500 9475101 11328253 11352002 10068770 0 0 921032 1105864 0 0 158159 1193868 974827 13466902 12149461 -3991801 -821208 135801141 122963381 31618561 26688790 104182580 96274591 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 1592282 1592282 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 3314137 3304350 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. 2693107 2547107 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. 2641573 2625031 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 2641573 2625031 10241099 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 13 true true true false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false X THE ORGANIZATION 3034689885 6160 S SYRACUSE WAY 211 Greenwood Village CO 80111 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 Nancy Bauman Director 1.0 0.0 X 0 0 0 Norma Frank Chair 1.0 1.0 X X 0 0 0 Rev Randy Dollins Director 1.0 1.0 X 0 0 0 ARCHBISHOP Samuel J Aquila Director 1.0 0.0 X 0 0 0 Rick Wagner Vice 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 Director 1.0 0.0 X 0 0 0 Adam Truitt Director 1.0 0.0 X 0 0 0 DAVID FANTZ ADMINISTRATIVE OFFICER 30.0 30.0 X 131009 0 11236 Steven Stemper President and CEO 50.0 10.0 X 223456 0 34431 Michelle Fehn - Director of Accounting and Operations 40.0 20.0 X 144763 0 23520 499228 0 69187 3 false true false 0 10062257 2121084 10062257 0 1230517 447668 782849 0 0 0 0 0 162827740 24046 163095755 24052 -268015 -6 -268021 -268021 0 0 0 0 0 0 0 0 0 REIMBURSEMENT INCOME 900099 303500 303500 303500 11328253 447668 818328 10018270 10018270 0 50500 50500 0 400132 400132 0 555978 547923 8055 36996 36996 46691 46691 66067 66067 0 7997 7997 68400 68400 0 0 73648 73648 35341 5394 29947 14571 14571 45471 1520 32660 11291 164653 164653 0 58982 58982 24027 24027 0 13325 11051 2274 162254 155787 6467 0 73529 73529 54971 19884 35087 UBI TAXES 37774 37774 DEVELOPMENT MARKETING 107907 75000 32907 ROSARIES & PRAYER BOOKS 15022 15022 OTHER GIFTS 2512 2512 14443 14443 12149461 10241099 1750203 158159 384262 719966 2827311 1905702 9923670 9107809 0 0 0 0 0 0 582000 2153 0 0 173737 61890 1815164 127038 1945319 1688126 46193313 86666511 73481483 22811224 0 0 0 0 290046 0 135801141 122963381 610239 311193 394090 948524 43243 40000 0 0 0 0 0 0 3333336 3200003 0 0 27237653 22189070 31618561 26688790 X 48866516 42850907 52600642 50290805 2715422 3132879 104182580 96274591 135801141 122963381 -821208 -7086781 X false true X true false X 8938493 7789286 6986076 7987750 10062257 41763862 0 0 8938493 7789286 6986076 7987750 10062257 41763862 8842780 32921082 712214 599230 347088 493803 782849 2935184 502357 423481 386047 1311885 403383 303500 706883 46717814 0 0.70468 0.71685 X 99 125 4077221 4094341 5031611 800860 28866735 10341047 true true 50925576 1987243 -3410179 2512674 46989966 44314484 3549445 5240359 2178712 50925576 40768206 3798734 1655941 1908397 44314484 37520915 5917202 -927638 1742273 40768206 34038029 4986117 193166 1696397 37520915 0.07510 0.06670 0.85820 false false 1502000 1502000 110000 110000 178021 105490 72531 25143 21548 3595 1688126 ALTERNATIVE INVESTMENTS 22811224 22811224 0 INVESTMENTS HELD IN TRUST 22189070 22189070 4130050 -7086781 -7086781 11216831 73648 37774 111422 11328253 12038039 12038039 73648 37774 111422 12149461 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 REVENUE ON RETURN, NOT ON BOOKS UBI TAX NETTED WITH INVESTMENTS 37,774 Schedule D, Part XII, Line 4b EXPENSE ON RETURN, NOT ON BOOKS UBI TAX NETTED WITH INVESTMENTS 37,774 true Sub-Saharan Africa 0 0 Grantmaking 50500 Central America and the Caribbean 0 0 Investments 10010789 Central America and the Caribbean 0 0 Investments 110298 0 0 0 0 10171587 10171587 Sub-Saharan Africa Caring for our community 50500 Check 1 0 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(2) DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 10,010,789 SCHEDULE F, PART I, LINE 3(3) DETAIL OF FOREIGN INVESTMENTS: INVESTMENT MANAGEMENT/INCENTIVE FEES 110,298 true St John Vianney Theological Seminary 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 2159757 Preparing Future Priests Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 1041250 Teaching Our Children Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 571216 Spreading the Good News Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 407250 Teaching Our Children Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 285000 Spreading the Good News St Francis of Assisi Catholic Parish 3791 Pike Rd Longmont CO 80503 840881712 501(c)(3) 280645 Strengthening Our Parishes The Martin Family Foundation 6160 S Syracuse Way 220 Greenwood Village CO 80111 830335099 501(c)(3) 250000 Strengthening Our Parishes Wings over the Rockies 7711 E Academy Blvd Denver CO 80230 840931491 501(c)(3) 200000 Caring for Our Community St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 190478 Strengthening Our Parishes Bishop Machebeuf High School PO Box 100676 Denver CO 80210 841490220 501(c)(3) 162371 Teaching Our Children Catholic Charities - Marisol Health 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 147750 Caring for Our Community Our Lady of Lourdes Catholic School 2256 South Logan St Denver CO 80210 840421979 501(c)(3) 145000 Teaching Our Children AOD - Archbishop Catholic Appeal PO Box 100316 Denver CO 80250 840499858 501(c)(3) 130850 Preparing Future Priests Wyoming Catholic College 306 Main St Lander WY 82520 830434307 501(c)(3) 125000 Teaching Our Children Holy Name Parish - 3290 W Milan Ave Englewood CO 80110 840422002 501(c)(3) 100000 Strengthening Our Parishes Papal Foundation 150 Monument Road Suite 609 Bala Cynwd PA 19004 232511991 501(c)(3) 100000 Spreading the Good News Sophia Institute for Teachers PO Box 5284 Manchester NH 03108 222548708 501(c)(3) 100000 Teaching Our Children Catholic Charities - Shelters 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 98300 Caring for Our Community Catholic Charities & Community Services 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 97723 Caring for Our Community St Mary's Littleton 6853 S Prince St Littleton CO 80120 840436373 501(c)(3) 95000 Strengthening Our Parishes SJV-RM Appeal 3801 E Florida Ave Suite 909 Denver CO 80210 841495066 501(c)(3) 94500 Preparing Future Priests Guardian Angels Catholic School 1843 W 52nd Ave Denver CO 80221 840518957 501(c)(3) 93000 Teaching Our Children St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 88000 Teaching Our Children St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 87400 Spreading the Good News Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 81700 Spreading the Good News AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 80000 Preparing Future Priests AOD - Emergency Grants to Parishes 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 79382 Strengthening Our Parishes Assumption of the Blessed Virgin Mary 2361 E 78th Ave Denver CO 80229 840449275 501(c)(3) 75000 Teaching Our Children Thomas More College of Liberal Arts 6 Manchester Street Merrimack NH 030549947 020344073 501(c)(3) 75000 Spreading the Good News Seeds of Hope 3801 E Florida Ave Suite 909 Denver CO 80210 841437053 501(c)(3) 74364 Teaching Our Children AOD - Office of Catholic Schools 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 72517 Teaching Our Children Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 64000 Teaching Our Children University of Notre Dame 1251 N Eddy Street Suite 300 South Bend IN 466171403 350868188 501(c)(3) 60000 Teaching Our Children St Mark's Westminister 3141 W 96th Avenue Westminster CO 80031 237287621 501(c)(3) 58240 Strengthening Our Parishes Capuchin Franciscans 3613 Wyandot Street Denver CO 80211 481238921 501(c)(3) 57000 Preparing Future Priests Annunciation Catholic School 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 56000 Teaching Our Children Queen of Peace Catholic Church 13120 E Kentucky Ave Aurora CO 80012 840591394 501(c)(3) 55000 Strengthening Our Parishes Catholic Charities - Marisol Home 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 53200 Caring for Our Community St Francis de Sales Catholic School 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 53000 Teaching Our Children Dominican Home Health Agency 2501 Gaylord Street Denver CO 80205 840567786 501(c)(3) 52500 Caring for Our Community AOD - Mass for the Homebound 3801 E Florida Ave Suite 909 Denver CO 80210 840499858 501(c)(3) 51924 Spreading the Good News Holy Trinity Catholic School 7595 Federal Blvd Westminster CO 80030 840469648 501(c)(3) 50000 Teaching Our Children National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 50000 Caring for Our Community Religious Freedom Institute 1050 30th Street NW Washington DC 20007 810983298 501(c)(3) 50000 Spreading the Good News Regis Jesuit High School 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 45500 Teaching Our Children ENDOW 6160 Syracuse Way Suite 210 Greenwood Village CO 80111 830362209 501(c)(3) 43000 Spreading the Good News JK Mullen HS 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 41500 Teaching Our Children Assumption Catholic School 2341 E 78th Ave Denver CO 802296102 840449275 501(c)(3) 40000 Teaching Our Children Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(c)(3) 40000 Teaching Our Children Sacred Heart of Jesus Catholic School 1317 Mapleton Avenue Boulder CO 80304 840404918 501(c)(3) 40000 Teaching Our Children St James Catholic School 1314 Newport St Denver CO 80220 840402708 501(c)(3) 40000 Teaching Our Children St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(c)(3) 40000 Teaching Our Children Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(c)(3) 39000 Spreading the Good News St Clare of Assisi Catholic School PO Box 1390 Edwards CO 81632 841237387 501(c)(3) 38415 Teaching Our Children St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 38000 Teaching Our Children AOD - Office of Evangelization & Family 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 37741 Caring for Our Community St Catherine of Siena School 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 37000 Teaching Our Children Holy Cross Catholic Church 9371 Wigham Street Thornton CO 80229 840483055 501(c)(3) 36000 Strengthening Our Parishes Faith and Reason Institute PO Box 539 Warner NH 03278 522197517 501(c)(3) 35000 Spreading the Good News St John the Evangelist Catholic Parish 1515 Hilltop Drive Loveland CO 80537 840409866 501(c)(3) 35000 Strengthening Our Parishes St Vincent de Paul Parish & School 2375 E Arizona Denver CO 80210 840439603 501(c)(3) 31200 Teaching Our Children St John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(c)(3) 31000 Strengthening Our Parishes Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 30000 Caring for Our Community St Louis Catholic School - Louisville 902 Grant Ave Louisville CO 80027 846012535 501(c)(3) 30000 Teaching Our Children St Patrick Catholic Community 10815 N 84th St Scottsdale AZ 85260 300514891 501(c)(3) 30000 Strengthening Our Parishes Lalmba 1000 Corey St Longmont CO 80501 436057388 501(c)(3) 27500 Caring for Our Community Archdiocese of Denver 1300 South Steele Street Denver CO 80210 840499858 501(c)(3) 25750 Strengthening Our Parishes AOD - Prophet Elijah House 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 25000 Caring for Our Community Becket Fund 1200 New Hampshire Ave SW Ste 700 Washington DC 20036 521858532 501(c)(3) 25000 Spreading the Good News Benedictine College 1020 2nd St Atchison KS 66002 480777079 501(c)(3) 25000 Teaching Our Children Catholic Charities - Saint Raphael Counseling 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 25000 Caring for Our Community Our Lady of Lourdes 2298 South Logan Street Denver CO 80210 840421979 501(c)(3) 25000 Strengthening Our Parishes Serra Trust Fund for Vocations PO Box 492 Arvada CO 80001 746335799 501(c)(3) 25000 Preparing Future Priests St Peter & Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 25000 Teaching Our Children St Thomas Aquinas Catholic Parish 898 14th Street Boulder CO 80302 840430715 501(c)(3) 25000 Strengthening Our Parishes The Institute for Catholic Liberal Education PO Box 4638 Ventura CA 93007 541607202 501(c)(3) 25000 Teaching Our Children ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(c)(3) 22500 Teaching Our Children Eternal Word Television Network 5817 Old Leeds Road Irondale AL 95210 630801391 501(c)(3) 20000 Spreading the Good News Camilla Hall Nursing Home 1145 King Road Immaculate PA 193450100 231576706 501(c)(3) 19000 Caring for Our Community 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 07738 222245377 501(c)(3) 17500 Caring for Our Community Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(c)(3) 17000 Spreading the Good News Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 16000 Caring for Our Community Annunciation Church - Twin Parishes Food Bank 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 15000 Caring for Our Community Christian Life Movement 1060 St Francis Way Denver CO 80204 841487058 501(c)(3) 15000 Caring for Our Community Most Precious Blood Parish Center 2250 S Harrison Denver CO 80210 840439518 501(c)(3) 15000 Strengthening Our Parishes Academy of Our Lady of Lourdes Sisters 1001 14th St NW Rochester MN 55901 410695522 501(c)(3) 14000 Teaching Our Children Monastery of Christ in the Desert PO Box 270 Abiquiu NM 875100270 530196617 501(c)(3) 12500 Spreading the Good News Our Lady of Grace 2645 East 48th Avenue Denver CO 80216 840568886 501(c)(3) 12293 Strengthening Our Parishes Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 11500 Caring for Our Community Catholic Charities - Western Slope 1004 Grand Avenue Glenwood Springs CO 81601 840686679 501(c)(3) 11000 Caring for Our Community Marriage Missionaries 12577 N 2nd Street Parker CO 80134 364725687 501(c)(3) 11000 Spreading the Good News Adams County Emergency Food Bank 7111 E 56th Ave Commerce City CO 80022 300754165 501(c)(3) 10000 Caring for Our Community Camp Wojtyla PO Box 116 Erie CO 80516 264365733 501(c)(3) 10000 Teaching Our Children Divine Mercy Academy PO Box 10658 Bozeman MT 59719 460532968 501(c)(3) 10000 Teaching Our Children Growing Empowerment 273 Prentice Trail Carbondale CO 816239825 812867478 501(c)(3) 10000 Caring for Our Community Invictus Initiative 9571 W 14th Avenue Lakewood CO 80215 454968349 501(c)(3) 10000 Caring for Our Community 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 Mother Cabrini Shrine 20189 Cabrini Blvd Golden CO 80401 840405262 501(c)(3) 10000 Caring for Our Community Notre Dame Catholic School 2165 S Zenobia Dener CO 80219 800016188 501(c)(3) 10000 Teaching Our Children Presentation of Our Lady Parish 665 Irving Street Denver CO 80204 840404270 501(c)(3) 10000 Strengthening Our Parishes Project 127 2220 S Chambers Road Aurora CO 80014 263341511 501(c)(3) 10000 Caring for Our Community St Mary's St Patrick Charity Assistance Fund 533 East Main Street Aspen CO 81611 840569046 501(c)(3) 10000 Caring for Our Community St Pius X Catholic School 13680 E 14th Place Denver CO 80011 840457083 501(c)(3) 10000 Teaching Our Children St Andrews Church 412 Dexter Street Wray CO 80758 840534149 501(c)(3) 8597 Strengthening Our Parishes St Patrick Catholic Church 519 S Interocean Holyoke CO 80734 841239433 501(c)(3) 8596 Strengthening Our Parishes Our Lady of Loreto Catholic Parish 18000 E Arapahoe Rd Aurora CO 80016 841489200 501(c)(3) 8386 Strengthening Our Parishes Marian Community of Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(c)(3) 8350 Spreading the Good News Project Starfish 4503 Country Gate Court Valrico FL 33594 471742461 501(c)(3) 8000 Caring for Our Community Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 7500 Spreading the Good News Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 7500 Spreading the Good News St Frances Cabrini Parish 6673 West Chatfield Ave Littleton CO 80128 237283675 501(c)(3) 6500 Strengthening Our Parishes AOD - Office of Vocations 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 6432 Spreading the Good News St Peter & Paul Catholic Parish 3900 Pierce St Wheatridge CO 80033 840448043 501(c)(3) 6050 Strengthening Our Parishes Father Woody's Haven of Hope 111 W 7th Avenue Denver CO 80204 841479555 501(c)(3) 6000 Caring for Our Community Holy Name Parish - Englewood 3290 W Milan Avenue Sheridan CO 80110 840422002 501(c)(3) 6000 Strengthening Our Parishes SJV- Catholic Biblical School PO Box 101360 Denver CO 802501360 840499858 501(c)(3) 6000 Spreading the Good News St Joseph Church & School 101 North Howes St Fort Collins CO 80521 840413978 501(c)(3) 6000 Strengthening Our Parishes St Sebastian Project Denver 9816 E Crestling Circle Greenwood Village CO 80111 272907865 501(c)(3) 5500 Teaching Our Children Missionaries of the Poor USA Inc PO Box 29893 Atlanta GA 30359 204553442 501(c)(3) 5250 Spreading the Good News 121 0 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 223456 13407 21024 257887 Michelle Fehn - Director of Accounting and Operations 144763 8686 14834 168283 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 66 2121084 SALES PRICE 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 $2,641,573 including grants of $2,625,031. 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. THE 990 IS THEN PROVIDED TO THE FULL BOARD OF THE ORGANIZATION PRIOR TO BEING FILED WITH THE IRS. 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, TRUSTEES, AND KEY EMPLOYEES. 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. THE ADMINISTRATIVE OFFICER TRACKS RESPONSES AND REVIEWS THE DISCLOSURES. IN CONNECTION WITH, AND PRIOR TO THE FOUNDATIONS 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 VICECHAIR), 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 FOUNDATIONS 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 ARMS-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 FOUNDATIONS 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 MINUTESEACH 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 OR KEY EMPLOYEES COMPENSATION: THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES 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. FORM 990, PART IX, LINE 5 COMPENSATION OF CURRENT OFFICERS: CERTAIN EMPLOYEES OF THE FOUNDATION ALSO PERFORMed WORK FOR THE CATHOLIC FOUNDATION ALLIANCE (ALLIANCE), An entity RELATED to the foundation during the tax year. THE ALLIANCE REIMBURSEd THE FOUNDATION FOR A PORTION OF THEIR SALARIES. THE AMOUNT ON LINE 5 OF PART IX REPRESENTS THE PORTION OF OFFICER COMPENSATION THAT waS NOT REIMBURSED BY THE ALLIANCE. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 6160 S Syracuse Way Denver CO 80210 464051529 RE Holdings CO 0 1612000 catholic fdn