THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (EIN 46-1566557)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-05
IRS object ID
201813099349300941
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-05T14:21:20-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471352305PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNELL & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE RD STE 1100AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461566557EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHOLIC FOUNDATION OF GREATERBusinessNameLine1Txt
Business Name Line2PHILADELPHIABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone2155875650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH 20TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELO J VALLETTAPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2155875650PhoneNum
Signature2018-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE R O'CONNELLPreparerPersonNm
PTINP00514113PTIN
Phone2158874425PhoneNum
Preparation2018-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.243.48.145IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-05IPDt
IP Tm13:21:20IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEB4F6CB96DCAF2C7A7DFADB53C6483495D9D4AAFAtSubmissionCreationDeviceId
At Submission Filing Device Id9C4F5DC87526F82D4FEF966B966D1DA9BAFFE2A0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANGELO J VALLETTAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH 20TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,303,275GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (CFGP) EXISTS TO BETTER THE MISSION OF THE CATHOLIC CHURCH FOR THE BETTERMENT OF THE LIVES OF PEOPLE. THE FOUNDATION PROVIDES DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONS AND INITIATIVES.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,927,186PYContributionsGrantsAmt
CY Contributions Grants$4,026,454CYContributionsGrantsAmt
PY Program Service Revenue$3,015,048PYProgramServiceRevenueAmt
CY Program Service Revenue$3,041,761CYProgramServiceRevenueAmt
PY Investment Income$168,266PYInvestmentIncomeAmt
CY Investment Income$233,402CYInvestmentIncomeAmt
PY Other Revenue$15,503PYOtherRevenueAmt
CY Other Revenue$1,658CYOtherRevenueAmt
PY Total Revenue$6,126,003PYTotalRevenueAmt
CY Total Revenue$7,303,275CYTotalRevenueAmt
PY Grants And Similar Paid$977,252PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,586,059CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,398,727PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,538,560CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$101,978CYTotalFundraisingExpenseAmt
PY Other Expenses$2,001,394PYOtherExpensesAmt
CY Other Expenses$1,810,468CYOtherExpensesAmt
PY Total Expenses$4,377,373PYTotalExpensesAmt
CY Total Expenses$4,935,087CYTotalExpensesAmt
PY Revenues Less Expenses$1,748,630PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,368,188CYRevenuesLessExpensesAmt
Total Assets BOY$13,241,940TotalAssetsBOYAmt
Total Assets EOY$17,111,431TotalAssetsEOYAmt
Total Liabilities BOY$1,905,284TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,085,490TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,336,656NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,025,941NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (CFGP) EXISTS TO BETTER THE MISSION OF THE CATHOLIC CHURCH FOR THE BETTERMENT OF THE LIVES OF PEOPLE. THE FOUNDATION PROVIDES DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONSA ND INITIATIVES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,079,071ExpenseAmt
Grant$1,586,059GrantAmt
DescPROVIDE DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONS, AND INITIATIVES OF A CATHOLIC NATURE THAT RESPOND TO THEIR NEED TO LOVE AND SUPPORT OTHERS.Desc
Total Program Service Expenses$4,079,071TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee20EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVINCENT ZELLERPersonNm
Phone2155875650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH 20TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANGELO J VALLETTA
PRESIDENT AN40.00Yes (X)Yes (X)$130,769$0$0
RICHARD T CLARK
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
JUDITH M PERSICHILLI
SECRETARY1.00Yes (X)Yes (X)$0$0$0
BERNARD J KELLEY JR
TREASURER1.00Yes (X)Yes (X)$0$0$0
MOST REVERAND CHARLES J CHAPUT
TRUSTEE1.00Yes (X)$0$0$0
MSGR FRANCIS W BEACH
TRUSTEE1.00Yes (X)$0$0$0
SEAN BERGIN
TRUSTEE1.00Yes (X)$0$0$0
CYNTHIA A BROWN
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH CHOTT
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM P CURTIS
TRUSTEE1.00Yes (X)$0$0$0
KENNETH EWELL
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH JACOVINI
TRUSTEE1.00Yes (X)$0$0$0
SUSAN KIM
TRUSTEE1.00Yes (X)$0$0$0
PAUL KLAUDER
TRUSTEE1.00Yes (X)$0$0$0
VINCENZO LARUFFA
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH MANGINI
TRUSTEE1.00Yes (X)$0$0$0
CARLOS MOREIRA
TRUSTEE1.00Yes (X)$0$0$0
JOHN MULLEN
TRUSTEE1.00Yes (X)$0$0$0
FATHER NICK RASHFORD SJ
TRUSTEE1.00Yes (X)$0$0$0
DR TAMMY TENAGLIA
TRUSTEE1.00Yes (X)$0$0$0
DR ALEXANDER VACCARO
TRUSTEE1.00Yes (X)$0$0$0
DAVID WATSON
TRUSTEE1.00Yes (X)$0$0$0
VINCENT ZELLER
CFO40.00$112,174$0$0Yes (X)
MICHAEL MURPHY
FORMER COO40.00$106,097$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$349,040TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$4,026,454AllOtherContributionsAmt
Total Contributions$4,026,454TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM CONTRACTSDesc
Business541900BusinessCd
Total Revenue Column$3,041,761TotalRevenueColumnAmt
Related Or Exempt Func Income$3,041,761RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,041,761TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$233,402TotalRevenueColumnAmt
Related Or Exempt Func Income$233,402RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCFGP FUND SERVICE FEESDesc
Business523920BusinessCd
Total Revenue Column$1,658TotalRevenueColumnAmt
Related Or Exempt Func Income$1,658RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,658OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,303,275TotalRevenueColumnAmt
Related Or Exempt Func Income$3,276,821RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$924,056TotalAmt
Program Services$924,056ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$662,003TotalAmt
Program Services$662,003ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$130,769TotalAmt
Management And General$98,100ManagementAndGeneralAmt
Fundraising$32,669FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,060,142TotalAmt
Program Services$784,706ProgramServicesAmt
Management And General$252,704ManagementAndGeneralAmt
Fundraising$22,732FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$251,101TotalAmt
Program Services$159,606ProgramServicesAmt
Management And General$82,516ManagementAndGeneralAmt
Fundraising$8,979FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$96,548TotalAmt
Program Services$63,617ProgramServicesAmt
Management And General$28,440ManagementAndGeneralAmt
Fundraising$4,491FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$34,332TotalAmt
Program Services$22,621ProgramServicesAmt
Management And General$10,114ManagementAndGeneralAmt
Fundraising$1,597FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,632TotalAmt
Program Services$25,455ProgramServicesAmt
Management And General$11,381ManagementAndGeneralAmt
Fundraising$1,796FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,298TotalAmt
Management And General$65,298ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,551TotalAmt
Program Services$17,494ProgramServicesAmt
Management And General$7,822ManagementAndGeneralAmt
Fundraising$1,235FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$69,238TotalAmt
Program Services$45,621ProgramServicesAmt
Management And General$20,397ManagementAndGeneralAmt
Fundraising$3,220FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$80,717TotalAmt
Program Services$53,185ProgramServicesAmt
Management And General$23,777ManagementAndGeneralAmt
Fundraising$3,755FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$108,891TotalAmt
Program Services$71,749ProgramServicesAmt
Management And General$32,079ManagementAndGeneralAmt
Fundraising$5,063FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$193,057TotalAmt
Program Services$127,208ProgramServicesAmt
Management And General$56,868ManagementAndGeneralAmt
Fundraising$8,981FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,395TotalAmt
Program Services$6,395ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,178TotalAmt
Program Services$2,178ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,375TotalAmt
Program Services$9,375ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,639TotalAmt
Management And General$11,639ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & POSTAGE$977,422$977,422
VIDEO PHOTOGRAPHY$101,801$67,076$29,991$4,734
CATERING$30,290$19,959$8,923$1,408
WEBSITE$20,779$20,779

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$33,873TotalAmt
Program Services$18,566ProgramServicesAmt
Management And General$13,989ManagementAndGeneralAmt
Fundraising$1,318FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,935,087TotalAmt
Program Services$4,079,071ProgramServicesAmt
Management And General$754,038ManagementAndGeneralAmt
Fundraising$101,978FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$97,990BOYAmt
EOY$500,228EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,890,324BOYAmt
EOY$2,504,195EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$86,347BOYAmt
EOY$30,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,669BOYAmt
EOY$131,625EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$59,461LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,324LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,614BOYAmt
EOY$23,137EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,042,140BOYAmt
EOY$13,704,325EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$93,856BOYAmt
EOY$217,921EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,241,940BOYAmt
EOY$17,111,431EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$149,900BOYAmt
EOY$163,374EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$124,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,755,384BOYAmt
EOY$2,797,616EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,905,284BOYAmt
EOY$3,085,490EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,411,006BOYAmt
EOY$10,541,697EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$453,932BOYAmt
EOY$427,943EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,471,718BOYAmt
EOY$3,056,301EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,336,656BOYAmt
EOY$14,025,941EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,241,940BOYAmt
EOY$17,111,431EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,368,188ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$321,097NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,729,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,697,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,465,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,927,186CurrentTaxYearMinus1YearAmt
Current Tax Year$4,026,454CurrentTaxYearAmt
Total$20,845,258TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,625,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,096,536CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,168,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,015,048CurrentTaxYearMinus1YearAmt
Current Tax Year$3,043,419CurrentTaxYearAmt
Total$14,948,735TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,354,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,793,746CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,633,388CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,942,234CurrentTaxYearMinus1YearAmt
Current Tax Year$7,069,873CurrentTaxYearAmt
Total$35,793,993TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$35,793,993PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,266CurrentTaxYearMinus1YearAmt
Current Tax Year$233,402CurrentTaxYearAmt
Total$615,422TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,266CurrentTaxYearMinus1YearAmt
Current Tax Year$233,402CurrentTaxYearAmt
Total$615,422TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,366,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,880,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,748,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,110,500CurrentTaxYearMinus1YearAmt
Current Tax Year$7,303,275CurrentTaxYearAmt
Total$36,409,415TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98310PublicSupportCY509Pct
Investment Income CY0.02000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held35DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,582,239DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,076,652DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$7,767,810DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,471,718BeginningYearBalanceAmt
Contributions$409,633ContributionsAmt
Investment Earnings Or Losses$142,921InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,318GrantsOrScholarshipsAmt
End Year Balance$2,979,954EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$934,555BeginningYearBalanceAmt
Contributions$1,424,762ContributionsAmt
Investment Earnings Or Losses$131,627InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,226GrantsOrScholarshipsAmt
End Year Balance$2,471,718EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$816,901BeginningYearBalanceAmt
Contributions$108,815ContributionsAmt
Investment Earnings Or Losses$25,475InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,636GrantsOrScholarshipsAmt
End Year Balance$934,555EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
Contributions$727,824ContributionsAmt
Investment Earnings Or Losses$5,835InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,758GrantsOrScholarshipsAmt
End Year Balance$816,901EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$100,000ContributionsAmt
End Year Balance$100,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR OTHERSDesc
Amt$2,797,616Amt
FieldValueIRS element (for citing)
Total Liability$2,797,616TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,637,778TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$321,097NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$13,406DonatedServicesAndUseFcltsAmt
Revenue Not Reported$334,503RevenueNotReportedAmt
Revenue Subtotal$7,303,275RevenueSubtotalAmt
Total Revenue Per Form990$7,303,275TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,948,493TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$13,406DonatedServicesUseFcltsAmt
Expenses Not Reported$13,406ExpensesNotReportedAmt
Expenses Subtotal$4,935,087ExpensesSubtotalAmt
Total Expenses Per Form990$4,935,087TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4ENDOWMENT FUNDS ARE TO BE USED FOR CAR FOR THE AGED / DISABLED, SEMINARIAN FORMATION AND EDUCATION AT SAINT CHARLES BORROMEO SEMINARY, AND OTHER PROGRAMS.
SCHEDULE D, PAGE 3, PART XTHE CFGP ADOPTED THE ACCOUNTING STANDARD RELATED TO THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO FINANCIAL STATEMENT EFFECT FOR THE CFGP.

Schedule F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
Purpose Of GrantCHARITABLEPurposeOfGrantTxt
Cash Grant$662,003CashGrantAmt
Manner Of Cash DisbursementEFTMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (26 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
PROJECT HOME
PROJECT HOME1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130232555950$200,000CHARITABLE
ARCHDIOCESE OF PHILADELPHIA
ARCHDIOCESE OF PHILADELPHIA222 N 17TH STREETPHILADELPHIAPA19103231360839$10,000CHARITABLE
AUGUSTINIAN FRIARS PROVINCE
AUGUSTINIAN FRIARS PROVINCE214 ASHWOOD RDVILLANOVAPA19085231600614$10,000CHARITABLEPO BOX 340
CATHEDRAL BASILICA SS PETER & PAUL
CATHEDRAL BASILICA SS PETER & PAUL1723 RACE STREETPHILADELPHIAPA19103231429839$10,541CHARITABLE
CATHOLIC LEADERSHIP INSTITUTE
CATHOLIC LEADERSHIP INSTITUTE440 E SWEDESFORD ROADWAYNEPA19087232661414$77,000CHARITABLE
CATHOLIC CHARITIES APPEAL
CATHOLIC CHARITIES APPEAL100 N 20TH STREETPHILADELPHIAPA19103231530528$158,000CHARITABLE
CATHOLIC FOUNDATION OF GREATERPHILA
CATHOLIC FOUNDATION OF GREATERPHILA100 N 20TH STREETPHILADELPHIAPA19103461566557$10,000CHARITABLE
CHESTNUT HILL COLLEGE
CHESTNUT HILL COLLEGE9601 GERMANTOWN AVENUEPHILADELPHIAPA19118231352626$10,000CHARITABLE
CHRISTENDOM COLLEGE
CHRISTENDOM COLLEGE134 CHRISTENDOM DRIVEFORT ROYALVA22630541031437$10,000CHARITABLE
COLLEGIUM INSTITUTE
COLLEGIUM INSTITUTE3814 WALNUT STREETPHILADELPHIAPA19104463047945$35,000CHARITABLE
DIOCESE OF KNOXVILLE
DIOCESE OF KNOXVILLE928 WESTMORELAND BLVDKNOXVILLETN37919$100,000CHARITABLE
DOMINICAN UNIVERSITY
DOMINICAN UNIVERSITY7900 WEST DIVISIONRIVER FORESTIL60305362167855$10,000CHARITABLE
FOLEY CHAIR
FOLEY CHAIR100 E WYNNEWOOD ROADWYNNEWOODPA19096231370450$7,162CHARITABLE
GESU SCHOOL
GESU SCHOOL1700 WEST THOMPSON STREETPHILADELPHIAPA19121232728931$10,000CHARITABLE
OUR MOTHER OF SORROWS ST IGNATIUS
OUR MOTHER OF SORROWS / ST IGNATIUS617 N 43RD STREETPHILADELPHIAPA19136454720688$8,000CHARITABLE
NATIONAL CATHOLIC BIOETHICS CENTER
NATIONAL CATHOLIC BIOETHICS CENTER6399 DREXEL ROADPHILADELPHIAPA19151042871526$50,000CHARITABLE
OFFICE OF EVANGELIZATION
OFFICE OF EVANGELIZATION222 N 17TH STREETPHILADELPHIAPA19103231360839$17,500CHARITABLE
OFFICE FOR THE NEW EVANGELIZATION
OFFICE FOR THE NEW EVANGELIZATION222 N 17TH STREETPHILADELPHIAPA19103231360839$26,750CHARITABLE
PENN NEWMAN CATHOLIC COMM
PENN NEWMAN CATHOLIC COMM3720 CHESTNUT STREETPHILADELPHIAPA19121813144446$25,000CHARITABLE
ROMAN CATHOLIC HS
ROMAN CATHOLIC HS301 N BROAD STREETPHILADELPHIAPA19107231355131$11,699CHARITABLE
ST CHARLES SEMINARY
ST CHARLES SEMINARY100 N 20TH STREETPHILADELPHIAPA19103231530528$10,000
ST DAVID PARISH
ST DAVID PARISH316 N EASTON ROADWILLOW GROVEPA19090$10,000CHARITABLE
ST FRANCIS DE SALES PARISH
ST FRANCIS DE SALES PARISH4625 SPRINGFIELD AVENUEPHILADELPHIAPA19143$6,000CHARITABLE
ST JOSEPH'S PREP
ST JOSEPH'S PREP1733 GIRARD AVENUEPHILADELPHIAPA19130231352675$7,500CHARITABLE
ST VERONICA SCHOOL
ST VERONICA SCHOOL3561 6TH STREETPHILADELPHIAPA19140454720688$6,700
MISCELLANEOUS GRANTS
$32,204CHARITABLE
FieldValueIRS element (for citing)
Total501c3 Org37Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (CFGP) EXISTS TO BETTER THE MISSION OF THE CATHOLIC CHURCH FOR THE BETTERMENT OF THE LIVES OF PEOPLE. THE FOUNDATION PROVIDES DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONSA ND INITIATIVES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF TRUSTEES RECEIVED A COPY OF THE 990 TO APPROVE PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD ANNUALLY FOR THE INFORMATION AND GUIDANCE OF ALL NEW TRUSTEES, OFFICERS, KEY EMPLOYEES AND MEMBERS OF THE COMMITTEES OF THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED BY COMPARISON TO SIMILARLY SITUATED ORGANIZATIONS, INDEPENDENT COMPENSATION SURVEYS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE PERSON'S SERVICES.
FORM 990, PAGE 6, PART VI, LINE 15BOTHER KEY EMPLOYEES COMPENSATION WAS DETERMINED BY COMPARISON TO SIMILARLY SITUATED ORGANIZATIONS, INDEPENDENT COMPENSATION SURVEYS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE PERSON'S SERVICES.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. DONATED SERVICES ON SCHEDULE D ARE LEGAL SERVICES PROVIDED BY A BOARD MEMBER.

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