2018-11-08T10:56:12-06:00 2017-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2017-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 6160 S Syracuse Way Suite 211 DENVER CO 80210 DEACON STEVEN STEMPER PRESIDENT 3034689885 2018-11-15 true ADAM R SMITH CPA P00958966 7194714290 167.68.126.162 84022720183125000000 2018-11-08 P ED42049D66F1046E576A4D4BB44938B540F74564 7E88F371C52F321CAC265BAA5887B5821BA85A3C 2017 2018-06-14 16:35:46Z X STEVEN STEMPER 6160 S Syracuse Way 211 Greenwood Village CO 80111 43328512 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. 8 8 13 20 494236 423481 6986076 7987750 0 0 3878435 1083968 0 403383 10864511 9475101 9784346 11352002 0 0 671891 921032 0 0 223000 843726 1193868 11299963 13466902 -435452 -3991801 125666803 135801141 28810823 31618561 96855980 104182580 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 2273908 2273908 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 2105677 2089383 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. 2570944 2424944 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. 4575421 4563767 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 4575421 4563767 11525950 true true false false false true false false false true true true false false true false false true false false true true false false false false false true false true false false false false false false false false true false false false true true true false false true 3 0 13 true true true false false false false false false false false false false false false X 8 8 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 MICHAEL JANSEN DIRECTOR - Thru 3/17 1.0 0.0 X 0 0 0 BISHOP JORGE RODRIGUEZ DIRECTOR 1.0 0.0 X 0 0 0 Allen Ross Director - Thru 8/17 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 Robert Gross Director - Thru 6/17 1.0 15.0 X 0 0 0 Sam Perry Director - Thru 6/17 1.0 0.0 X 0 0 0 Tony Church Secretary - thru 3/17 1.0 0.0 X X 0 0 0 William Leer Director - Thru 3/17 1.0 0.0 X 0 0 0 ARCHBISHOP Samuel J Aquila Director 1.0 0.0 X 0 0 0 DAVID FANTZ ADMINISTRATIVE OFFICER 13.0 27.0 X 92079 0 14014 Steven Stemper President and CEO 40.0 20.0 X 193708 0 30439 Michelle Fehn - Director of Accounting and Operations 16.0 24.0 X 126656 0 21120 412443 0 65573 2 false true false Knighthead Offshore Fund Ltd 94 SOLARIS AVENUE CAMANA BAY 0 CJ KY1-1108 INVESTMENT MGMT 124514 Owl Creek Investment Fund 89 NEXUS WAY 2 FL PO BOX 31106 CAMANA BAY GRAND CAYMAN CJ KY1-1205 INVESTMENT MGMT 1064345 2 7987750 3763854 7987750 0 988039 494236 493803 0 0 0 0 0 33839340 110000 33723411 130000 115929 -20000 95929 95929 0 0 0 0 0 0 0 0 0 REIMBURSEMENT INCOME 403383 403383 403383 9475101 494236 993115 11347002 11347002 0 5000 5000 0 214636 214636 0 570206 533145 37061 33135 33135 43066 43066 59989 59989 0 9910 9910 60654 60654 0 0 7003 7003 29536 6397 23139 26380 26380 59933 688 35780 23465 109133 109133 0 166680 166680 25448 25448 0 1347 -3504 4851 170433 162293 8140 0 68266 68266 47492 13231 34261 UBI TAXES 298873 298873 DEVELOPMENT MARKETING 85895 37500 48395 ROSARIES & PRAYER BOOKS 10967 10967 OTHER GIFTS 7268 7268 8650 8650 13466902 11525950 1717952 223000 387363 1001593 2989048 5127926 12907262 9923670 0 0 0 0 0 0 118501 582000 0 0 99567 173737 2306696 361377 2161783 1945319 33760265 43275367 72148331 73481483 0 0 0 0 1094683 290046 125666803 135801141 389291 610239 318726 394090 46487 43243 0 0 0 0 0 0 3466669 3333336 0 0 24589650 27237653 28810823 31618561 X 47236175 48866516 48585992 52600642 1033813 2715422 96855980 104182580 125666803 135801141 -3991801 11318401 X false true X true false X 6120642 8938493 7789286 6986076 7987750 37822247 0 0 6120642 8938493 7789286 6986076 7987750 37822247 7849191 29973056 508270 712214 599230 347088 493803 2660605 502357 423481 925838 403383 403383 41812073 7652 0.71685 0.87530 X 94 116 5347396 2001803 7084795 649300 34003463 9080564 true true 44314484 3549445 5240359 2178712 50925576 40768206 3798734 1655941 1908397 44314484 37520915 5917202 -927638 1742273 40768206 34038029 4986117 193166 1696397 37520915 32081688 556161 2930901 1530721 34038029 0.07400 0.05300 0.87300 false false 1502000 1502000 110000 110000 69773 32255 37518 513758 247846 265912 111165 81276 29889 1945319 0 0 INVESTMENTS HELD IN TRUST 27237653 27237653 20487695 11318401 11318401 9169294 6868 298939 305807 9475101 12736095 12736095 6868 723939 730807 13466902 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 XII, LINE 4B EXPENSE ON Return, NOT ON Books: UBI Tax netted with investments 298,939 SCHEDULE D, PART XIII, LINE 4B EXPENSE ON Return, NOT ON Books: UBI Tax netted with investments 298,939 Loan Forgiveness to related organization 425,000 Total 723,939 true South Asia Grantmaking 5000 Central America and the Caribbean Investments 15383745 Central America and the Caribbean Investments 1298369 16687114 16687114 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 15,383,745 SCHEDULE F, PART I, LINE 3(3) DETAIL OF FOREIGN INVESTMENTS: INVESTMENT MANAGEMENT/INCENTIVE FEES 1,298,369 true Thomas More College of Liberal Arts 6 Manchester Street Merrimack NH 030549947 020344073 501(c)(3) 75000 Spreading the Good Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 26500 Preparing Future Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 7500 Caring for Our Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 9000 Teaching Our National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 50000 Strengthening Our The Society for the Propagation of the Faith PO Box 729 New York NY 101380972 131624191 501(c)(3) 189074 Preparing Future World Youth Alliance 228 E 71st Street New York NY 10021 134196230 501(c)(3) 25000 Preparing Future Catholic Relief Services Inc 209 W Fayette Street Baltimore MD 21298 135563422 501(c)(3) 76000 Spreading the Adams County Emergency Food Bank 7111 E 56th Ave Commerce City CO 80022 300754165 501(c)(3) 15000 Strengthening Our Lanteri Center for Ignatius Spirituality 416 22nd St Denver CO 80205 201891947 501(c)(3) 10000 Teaching Our ImpactCenter PO Box 631788 Littleton CO 80163 202115605 501(c)(3) 10000 Spreading the Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 177000 Spreading the Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 100000 Preparing Future Augustine Institute 6160 South Syracuse Way Suite 310 Greenwood Village CO 80111 202349108 501(c)(3) 103310 Caring for Our Missionaries of the Poor USA Inc PO Box 29893 Atlanta GA 30359 204553442 501(c)(3) 10000 Caring for Our Colorado Family Action Foundation PO Box 558 Castle Rock CO 80104 205723514 501(c)(3) 11000 Spreading the DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 07738 222245377 501(c)(3) 16000 Spreading the Camilla Hall Nursing Home 1145 King Road Immaculate PA 193450100 231576706 501(c)(3) 18750 Spreading the Papal Foundation 150 Monument Road Suite 609 Bala Cynwyd PA 19004 232511991 501(c)(3) 100000 Spreading the Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(c)(3) 10000 Strengthening Our JPII Outdoor Lab PO BOX 290430 Kerrville TX 78029 264365733 501(c)(3) 20000 Caring for Our JPII Outdoor Lab PO Box 290430 Kerrville TX 78029 264365733 501(c)(3) 18000 Spreading the Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 25000 Teaching Our Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 45000 Caring for Our Families of Character 6160 S Syracuse Way Suite 210 Greenwood Village CO 80111 271083135 501(c)(3) 11000 Strengthening Our Saint Sebastian Project Denver 9816 E Crestline Cir Greenwood Village CO 80111 272907865 501(c)(3) 7000 Preparing Future Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(c)(3) 39000 Spreading the Association for the Promotion of the Apostolate-So 3290 W Milan Avenue Englewood CO 80110 274663351 501(c)(3) 87720 Strengthening Our In Ipso 8818 W Glasgow Pl Littleton CO 80128 275196942 501(c)(3) 6000 Strengthening Our St Patrick Catholic Community 10815 N 84th St Scottsdale AZ 85260 300514891 501(c)(3) 30000 Preparing Future Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 15000 Teaching Our Lake Catholic High School 6733 Reynolds Road Mentor OH 44060 371054185 501(c)(3) 10000 Teaching Our Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 7500 Teaching Our Windwalkers PO Box 504 Carbondale CO 81623 383716992 501(c)(3) 8000 Caring for Our Marquette University 1250 W Wisconsin Ave Milwaukee WI 53233 390806251 501(c)(3) 10000 Caring for Our Academy of Our Lady of Lourdes Sisters (Sr of St 1001 14th St NW Rochester MN 55901 410695522 501(c)(3) 14000 Caring for Our Net Ministries Inc 110 Crusader Ave W West St Paul MN 55118 411637054 501(c)(3) 25000 Spreading the Divine Mercy Academy PO Box 10658 Bozeman MO 59719 460532968 501(c)(3) 10000 Spreading the Divine Mercy Supportive Care Inc 303 South Broadway Suite 220 Denver CO 80209 461777911 501(c)(3) 12788 Caring for Our Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 38800 Caring for Our Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 13100 Spreading the Children of the Dust Charity PO Box 471058 Aurora CO 80047 463008410 501(c)(3) 15000 Teaching Our Stepping Stones 1010 Garfield Ave Carbondale CO 81623 464740539 501(c)(3) 8000 Teaching Our Creighton University 2500 California Plaza Creighton Hal Omaha NE 68178 470376583 501(c)(3) 10000 Teaching Our The Catholic Alliance 6160 S Syracuse Way Greenwood Village CO 80111 472607386 501(c)(3) 1175000 Spreading the Karibu Sana Friends of Carmelite Missions TZ 15530 E Broncos Parkway Suite 300 Centennial CO 80112 472645129 501(c)(3) 7500 Spreading the Capuchin Franciscans 3613 Wyandot Street Denver CO 80211 481238921 501(c)(3) 250000 Teaching Our Capuchin Franciscans 3613 Wyandot Street Denver CO 80211 481238921 501(c)(3) 100000 Strengthening Our Christendom College 134 Christendom College Front Royal VQ 22630 541031437 501(c)(3) 25000 Teaching Our The Institute for Catholic Liberal Education PO Box 4638 Ventura CA 93007 541607202 501(c)(3) 25000 Teaching Our Sisters of Loretto Charitable Trust 515 Nerinx Rd Nerinx KY 40049 610492368 501(c)(3) 100000 Teaching Our Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 7500 Preparing Future The Bridge Trust 3101 W Hillside Place Denver CO 80219 742266006 501(c)(3) 37500 Teaching Our Zarlengo Foundation 7100 W 44th Ave 206 Wheatridge CO 80033 800015548 501(c)(3) 10000 Teaching Our Courage International Inc 8 Leonard Street Norwalk CT 06850 800615570 501(c)(3) 50000 Spreading the St Patrick Parish (Ennis) PO Box 17 Sheridan MO 59749 810135350 501(c)(3) 15000 Strengthening Our Religious Freedom Institute 1050 30th Street NW Washington DC 20007 810983298 501(c)(3) 50000 Strengthening Our Growing Empowerment 273 Prentice Trail Carbondale CO 816239825 812867478 501(c)(3) 15000 Teaching Our Seeds of Hope - Matching Grant 1300 S Steele Street Denver CO 80210 821844617 501(c)(3) 18312 Strengthening Our Seeds of Hope of Northern Colorado Inc 1300 S Steele Street Denver CO 80210 821844617 501(c)(3) 11000 Spreading the ENDOW 6160 Syracuse Way Suite B110 Greenwood Village CO 80111 830362209 501(c)(3) 28500 Strengthening Our Wyoming Catholic College PO Box 750 Lander WY 82520 830434307 501(c)(3) 100000 Spreading the Wyoming Catholic College PO Box 750 Lander WY 82520 830434307 501(c)(3) 52000 Teaching Our Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(c)(3) 40000 Spreading the St James Catholic School 1314 Newport St Denver CO 80220 840402708 501(c)(3) 40000 Preparing Future The Bridge Project 2148 S HIgh Street Denver CO 80208 840404231 501(c)(3) 5500 Spreading the St Francis de Sales Catholic School 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 50000 Spreading the Sacred Heart of Jesus Catholic School 1318 Mapleton Avenue Boulder CO 80304 840404918 501(c)(3) 20000 Teaching Our Cathedral Basilica of the Immaculate Conception 1535 Logan St Denver CO 80203 840421938 501(c)(3) 400000 Spreading the Our Lady of Lourdes Catholic School 2256 SO Logan St Denver CO 80210 840421979 501(c)(3) 91000 Teaching Our Holy Name Parish 3290 W Milan Ave Englewood CO 80110 840422002 501(c)(3) 113000 Teaching Our Holy Name Catholic Parish-Englewood 3290 W Milan Avenue Sheridan CO 80110 840422002 501(c)(3) 45000 Spreading the St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 55200 Spreading the St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 35000 Teaching Our St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 5200 Caring for Our St Bernadette Catholic School 7240 W 12th Ave Denver CO 80215 840431890 501(c)(3) 50000 Spreading the St Catherine of Siena School 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 30000 Spreading the Most Precious Blood Parish Center 2250 S Harrison Denver CO 80210 840439518 501(c)(3) 20000 Caring for Our St Vincent de Paul Parish & School 2375 E Arizona Denver CO 80210 840439603 501(c)(3) 20000 Strengthening Our St Vincent de Paul Parish 2375 E Arizona Avenue Denver CO 80210 840439603 501(c)(3) 12400 Teaching Our Sts Peter and Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 25000 Strengthening Our Our Lady of the Assumption Catholic School 2361 E 78th Av Denver CO 80229 840449275 501(c)(3) 35000 Caring for Our St Pius X Grade School 13680 E 14th Place Denver CO 80011 840457083 501(c)(3) 10000 Teaching Our St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 35000 Caring for Our St Rose of Lima 1320 W Nevada Place Denver CO 80223 840465591 501(c)(3) 31500 Caring for Our St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 66000 Spreading the St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(c)(3) 30000 Caring for Our Holy Trinity Catholic School 7595 Federal Blvd Westminster CO 80030 840469648 501(c)(3) 50000 Strengthening Our AOD - Emergency Grants to Parishes 3801 E Florida Avenue Suite 909 Denver CO 80210 840499858 501(c)(3) 138136 Strengthening Our AOD - JPII Center Assistance 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 265837 Spreading the AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 154772 Teaching Our AOD - Archbishop Catholic Appeal PO Box 100316 Denver CO 80250 840499858 501(c)(3) 263000 Caring for Our Guardian Angels Catholic School 1843 W 52nd Ave Denver CO 80221 840518957 501(c)(3) 50000 Caring for Our Annunciation Catholic School 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 67700 Caring for Our Annunciation Catholic Church - Twin Parishes Food 1408 E 36th Ave Denver CO 80205 840522064 501(c)(3) 23000 Spreading the Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 106500 Strengthening Our St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(c)(3) 35000 Spreading the St Helena Catholic Parish 917 W 7th Ave Ft Morgan CO 80701 840547818 501(c)(3) 30000 Teaching Our Our Lady of Fatima Parish 1985 Miller St Lakewood CO 80215 840569526 501(c)(3) 8800 Spreading the St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 80646 Spreading the St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 32500 Teaching Our St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 20000 Caring for Our Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 10000 Teaching Our Catholic Charities - Samaritan House 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 89250 Teaching Our Catholic Charities & Community Services 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 744126 Caring for Our Catholic Charities & Community Services 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 240200 Spreading the Catholic Charities & Community Services 6241 Smith Road Denver CO 80217 840686680 501(c)(3) 266743 Preparing Future Catholic Charities - Western Slope 1004 Grand Avenue Glenwood Springs CO 81601 840686679 501(c)(3) 112616 Strengthening Our Regis Jesuit High School - Boys Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 13500 Teaching Our Regis Jesuit High School - Girls Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 12500 Caring for Our Wings Over The Rockies 7711 E Academy Blvd Denver CO 80230 840931491 501(c)(3) 10000 Preparing Future The Independence Institute 727 E 16th Avenue Denver CO 80203 840990300 501(c)(3) 25000 Teaching Our Aspen Education Foundation (Aspen Family Connectio PO Box 2200 Aspen CO 81612 841181681 501(c)(3) 8000 Strengthening Our Aspen Education Foundation (Aspen Family Connectio PO Box 2200 Aspen CO 81612 841181681 501(c)(3) 7000 Preparing Future St Clare of Assisi Catholic School PO Box 1390 Edwards CO 81632 841237387 501(c)(3) 10000 Teaching Our Boys Hope Girls Hope 7060 E Hampden Ave Suite 203 Denver CO 80224 841239769 501(c)(3) 7500 Spreading the Seeds of Hope 3801 E Florida Ave Suite 909 Denver CO 80210 841437053 501(c)(3) 252760 Caring for Our Seeds of Hope 3801 E Florida Ave Suite 909 Denver CO 80210 841437053 501(c)(3) 15000 Spreading the St Clare of Assisi Catholic Parish PO Box 1390 Edwards CO 81632 841464946 501(c)(3) 89857 Spreading the Father Woody's Haven of Hope 1101 W 7th Ave Denver CO 80204 841479555 501(c)(3) 6000 Spreading the AOD - TV Mass 3801 E Florida Ave Suite 909 Denver CO 80210 841481641 501(c)(3) 45924 Teaching Our Christian Life Movement 1060 St Francis Way Denver CO 80204 841487058 501(c)(3) 10000 Teaching Our Bishop Machebeuf High School PO Box 100676 Denver CO 802500676 841490220 501(c)(3) 147399 Strengthening Our Bishop Machebeuf High School PO Box 100676 Denver CO 802500676 841490220 501(c)(3) 28097 Caring for Our BMHS - Matching Grant PO Box 100676 Denver CO 802500676 841490220 501(c)(3) 24935 Teaching Our Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 100000 Spreading the Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 17500 Teaching Our Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 10000 Caring for Our St John Vianney Theological Seminary 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 1453748 Strengthening Our St John Vianney Theological Seminary 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 414393 Spreading the St John VianneyRedemptors Mater Annual Sem Appea 3801 E Florida Ave Suite 909 Denver CO 80210 841495066 501(c)(3) 163366 Caring for Our AOD - Office of Vocations 3801 E Florida Avenue Suite 909 Denver CO 80210 841495066 501(c)(3) 5937 Teaching Our Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 239910 Spreading the Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 168220 Teaching Our Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 113210 Caring for Our Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 9500 Preparing Future ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(c)(3) 11000 Caring for Our JK Mullen High School 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 25900 Spreading the JK Mullen High School 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 17500 Teaching Our St Louis Catholic School - Louisville 902 Grant Ave Louisville CO 80027 846012535 501(c)(3) 30000 Caring for Our University of San Diego 5998 Alcala park Degheri Alumni Ctr San Diego CA 92110 952544535 501(c)(3) 10000 Strengthening Our Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(c)(3) 11000 Strengthening Our Marian Community of Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(c)(3) 7223 Spreading the Saint John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(c)(3) 10500 103 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 X false false false false false false false false true true Steven Stemper President and CEO 193708 11622 18817 224147 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 107 3763109 SALES PRICE X 4 745 MARKET VALUE 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 $4,575,421 including grants of $4,563,766. 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 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 OR KEY EMPLOYEES COMPENSATION: THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES AND THE BOARD OF TRUSTEES APPROVE 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 260000 catholic fdn THE CATHOLIC ALLIANCE 6160 S Syracuse Way DENVER CO 80210 472607386 fundraising CO 501(C)(3) line 10 CATHOLIC FDN true false true false false false false false false false true true true true true true true true false false the catholic alliance b 425000 financials the catholic alliance n 238775 prorata expense the catholic alliance o 207728 prorata salary