2018-04-04T21:22:38-05:00 2017-06-30 351178661 Blue & Co LLC 2650 Eastpoint Pkwy Suite 300 Louisville KY 40223 990 2016-07-01 611294640 Catholic Education Foundation Inc CATH 5025852747 401 W Main Street No 806 Louisville KY 40202 RICHARD LECHLEITER President 5025852747 2018-03-28 1 Carrie A Merrill CPA P00832283 5029923500 2018-03-28 38.109.186.2 2018-03-28 11:12:53 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CEC041C7A28BF02AF1651001FA3B4F793CABA0CE 2016 2021-01-29 14:40:06Z Richard Lechleiter 401 W Main Street No 806 Louisville KY 40202 10363523 0 X www.ceflou.org X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 26 26 5 0 0 0 3694114 3339461 0 0 384204 -134842 -193886 -207164 3884432 2997455 2995898 3326422 0 0 704174 654768 0 0 502797 374996 400880 4075068 4382070 -190636 -1384615 21579347 22568493 91645 12042 21487702 22556451 X The Catholic Education Foundation is dedicated to the growth and vitality of Catholic education in the Archdiocese of Louisville. The Foundation advances its mission primarily through tuition assistance grants to families who cannot afford the full cost of tuition in Catholic elementary schools in central Kentucky. 0 0 3326422 3326422 Grants were provided for tuition assistance to Catholic School families, technology enhancements at parishes and schools, professional development of faculty and staff, and religious education programs. 3326422 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 1 1 5 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 KY X The Organization 5025852747 401 W Main Street No 806 Louisville KY 40202 Thomas A Wimsett Chairman 3.00 X X 0 0 0 RICHARD LECHLEITER PRESIDENT (non-voting) 60.00 X X 190787 0 23308 Most Rev Joseph E Kurtz DD VICE-CHAIRMAN 1.00 X X 0 0 0 D Hank Robinson Chair Elect 1.00 X 0 0 0 Stephen E Embry SECRETARY 1.00 X X 0 0 0 Elizabeth Ulmer Wiseman TREASURER 2.00 X X 0 0 0 ROBERT L ASH DIRECTOR 1.00 X 0 0 0 Reverend William M Bowling DIRECTOR 1.00 X 0 0 0 David P Calzi DirECTOR 1.00 X 0 0 0 Charles J Dahlem DIRECTOR 1.00 X 0 0 0 Benjamin C Fultz DIRECTOR 1.00 X 0 0 0 LINDA H GLEIS MD DIRECTOR 1.00 X 0 0 0 REVEREND WILLIAM D HAMMER DIRECTOR 1.00 X 0 0 0 JOHN V HAYES DIRECTOR 1.00 X 0 0 0 Donna L Heitzman DIRECTOR 1.00 X 0 0 0 John P Malloy DIRECTOR 1.00 X 0 0 0 THOMAS A PARTRIDGE DIRECTOR 1.00 X 0 0 0 THOMAS A PERRONE DIRECTOR 1.00 X 0 0 0 PATRICK M POTTER DIRECTOR 1.00 X 0 0 0 KATHLEEN S POTTS DIRECTOR 1.00 X 0 0 0 Neil P Ramsey DIRECTOR 1.00 X 0 0 0 William J Roby Sr DIRECTOR 1.00 X 0 0 0 William J Rothwell DiRECTOR 10.00 X 0 0 0 PAUL J SCHULTE DIRECTOR 1.00 X 0 0 0 LEISA SCHULZ DIRECTOR 1.00 X 0 0 0 Leonard M Spalding Jr dirECTOR 1.00 X 0 0 0 Jean Anne Zappa DIRECTOR 1.00 X 0 0 0 190787 0 23308 1 0 1 0 0 1122823 2216638 223506 3339461 244945 244945 6648337 7028124 -379787 -379787 -379787 130780 1122823 337944 -207164 -207164 2997455 0 0 -342006 3326422 3326422 212500 72250 140250 410796 94563 316233 8324 2830 5494 14910 5069 9841 8238 2801 5437 9800 9800 63608 63608 4982 4982 83059 83059 16892 16892 11932 11932 38830 38830 2509 2509 3771 3771 8762 8762 Printing and Publicatio 55302 55302 Postage and Shipping 32810 30162 2648 Fundraising Expense 22894 22894 Bank Service Charge 12775 12775 32954 32954 4382070 3326422 552851 502797 28816 22323 1030737 864743 1858669 1313422 30369 26180 36446 24302 15915 12144 17340819 18800172 1215355 1471702 58667 57807 21579347 22568493 91645 12042 91645 12042 X 2128525 3029184 2977488 3009478 16381689 16517789 21487702 22556451 21579347 22568493 -1384615 2318433 134931 0 X X 0 1 X 1 0 X 2506248 2879485 3677805 3824869 3470241 16358648 2506248 2879485 3677805 3824869 3470241 16358648 16358648 384868 350615 400406 255139 244945 1635973 17994621 21287 0.90910 0.89580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19359177 1740994 117911 884779 806036 19527267 18621579 2244154 8536 942473 572619 19359177 17838933 1950885 2191 635351 535079 18621579 17300591 1859979 4923 677773 648787 17838933 17338836 1401412 561 989446 450772 17300591 0.84590 0.15410 0 0 5964 5964 0 30482 18338 12144 12144 MONEY MARKET FUNDS 1471702 C 1471702 X 5725155 2318433 134931 337944 2791308 2933847 63608 63608 2997455 4656406 337944 337944 4318462 63608 63608 4382070 Part X, Line 2: The Foundation is exempt from income taxes from related activities under Section 501(c)(3) of the United States Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Foundation has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of June 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. Accordingly, the Foundation is generally exempt from income taxes. However, the Foundation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax which is an informational return only. The Foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress. Part XI, Line 2d - Other Adjustments: EXPENSES FOR FUNDRAISING ACTIVITIES 337,944. Part XII, Line 2d - Other Adjustments: EXPENSES FOR FUNDRAISING ACTIVITIES 337,944. SALUTE DINNER 888356 784076 104280 89580 5000 122443 GAME LUNCH 365247 338747 26500 26815 33619 60487 1253603 1122823 130780 116395 38619 182930 337944 -207164 1 Academy of Our Lady of Mercy 5801 Fegenbush Ln Louisville KY 402281158 611116388 501(C)(3) 80000 EDUCATIONAL GRANT Ascension Parish 4600 lynnbrook dr Louisville KY 40220 610652304 501(C)(3) 44182 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUisville KY 402051916 611133759 501(C)(3) 25000 EDUCATIONAL GRANT Bethlehem High School 309 W Stephen Foster Ave Bardstown KY 400041420 610592028 501(C)(3) 80000 EDUCATIONAL GRANT Corpus Christi Classical Academy 7010 Shelbyville Road Simpsonville KY 40067 611335590 501(C)(3) 47124 EDUCATIONAL GRANT Holy Angels Academy 12201 Old Henry Rd Louisville KY 40223 610845326 501(C)(3) 7933 EDUCATIONAL GRANT Holy Cross High School 5144 Dixie Hwy Louisville KY 402161702 611053991 501(C)(3) 80000 EDUCATIONAL GRANT Holy Spirit Church 3345 Lexington Rd Louisville KY 40206 610700575 501(C)(3) 29161 EDUCATIONAL GRANT Holy Trinity Church 501 Cherrywood Rd Louisville KY 402072103 610507073 501(C)(3) 35055 EDUCATIONAL GRANT Immaculata Classical Academy 3044 Hikes Lane 2400 Envoy Circle Louisville KY 40220 273305618 501(C)(3) 18632 EDUCATIONAL GRANT John Paul II Academy 3525 Goldsmith Ln Louisville KY 40220 204903089 501(C)(3) 115563 EDUCATIONAL GRANT Notre Dame Academy 1927 Lewiston Dr Louisville KY 40216 050599203 501(C)(3) 153823 EDUCATIONAL GRANT Our Lady of Lourdes Church 508 Breckenridge Lane Louisville KY 40207 616002467 501(C)(3) 4850 Educational Grant Pitt Academy 6010 Preston Hwy Louisville KY 40219 237066205 501(C)(3) 45813 EDUCATIONAL GRANT Presentation Academy 861 S Fourth St Louisville KY 402032115 610444780 501(C)(3) 80000 EDUCATIONAL GRANT Sacred Heart Schools 3177 Lexington Rd Louisville KY 40206 611181710 501(C)(3) 39871 EDUCATIONAL GRANT St Agnes Church 1920 Newburg Rd Louisville KY 402051400 610463940 501(C)(3) 47601 EDUCATIONAL GRANT St Albert the Great Church 1395 Girard Dr Louisville KY 402226642 610568020 501(C)(3) 70308 EDUCATIONAL GRANT St Aloysius Church 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 28481 EDUCATIONAL GRANT St Andrew Academy 7724 Columbine Dr Louisville KY 40258 861136245 501(C)(3) 119065 EDUCATIONAL GRANT St Ann Parish Church 7500 howardstown rd New Haven KY 40051 501(C)(3) 2086 EDUCATIONAL GRANT St Athanasius Church 5915 Outer Loop Louisville KY 402194136 610591505 501(C)(3) 133305 EDUCATIONAL GRANT St Augustine Church 235 S Spalding Ave Lebanon KY 400331297 610500831 501(C)(3) 32803 EDUCATIONAL GRANT St Bernard Church 7500 Tangelo Dr Louisville KY 402281599 610644954 501(C)(3) 125927 EDUCATIONAL GRANT St Catherine Church 413 First St New Haven KY 40051 610444801 501(C)(3) 23337 EDUCATIONAL GRANT ST DOMINIC CHURCH 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 4855 EDUCATIONAL GRANT St Edward Church 9608 Sue Helen Dr Louisville KY 402993298 610458536 501(C)(3) 139674 EDUCATIONAL GRANT St Francis DeSales High School 425 Kenwood Dr Louisville KY 402142897 610447247 501(C)(3) 80000 EDUCATIONAL GRANT St Francis of Assisi Church 1960 Bardstown Rd Louisville KY 402051572 610444804 501(C)(3) 53521 EDUCATIONAL GRANT St Gabriel Church 5505 Bardstown Rd Louisville KY 402911909 610523305 501(C)(3) 105021 EDUCATIONAL GRANT St Gregory Church 330 Samuels Loop Coxs Creek KY 400136505 610535159 501(C)(3) 30506 EDUCATIONAL GRANT St James Church 307 W Dixie Elizabethtown KY 427011701 610445851 501(C)(3) 5490 educational grant St James Church 1826 Edenside Ave LOUisville KY 402041597 610444806 501(C)(3) 39452 EDUCATIONAL GRANT St Joseph Proto-Cathedral 310 W Stephen Foster Ave Bardstown KY 40004 610485640 501(C)(3) 82155 EDUCATIONAL GRANT St Leonard Church 440 Zorn Ave Louisville KY 402061417 610539297 501(C)(3) 70783 EDUCATIONAL GRANT St Margaret Mary Church 7813 Shelbyville Road Louisville KY 402225413 610576720 501(C)(3) 7605 Educational Grant St Martha Church 2825 Klondike Ln Louisville KY 402181631 610591745 501(C)(3) 69523 EDUCATIONAL GRANT St Mary Academy 11311 St Mary Ln Prospect KY 40059 208936584 501(C)(3) 37134 EDUCATIONAL GRANT St Michael Church 3705 Stone Lakes Dr Louisville KY 402995495 610947181 501(C)(3) 46041 EDUCATIONAL GRANT St Nicholas Academy 5501 New Cut Rd Louisville KY 40214 352248740 501(C)(3) 122866 EDUCATIONAL GRANT St Patrick Church 1000 N Beckley Station Rd Louisville KY 402454550 611143233 501(C)(3) 16958 EDUCATIONAL GRANT St Paul Church 6901 Dixie Hwy Louisville KY 402583915 610464179 501(C)(3) 76329 EDUCATIONAL GRANT St Raphael Church 2141 Lancashire Ave Louisville KY 402052957 610549869 501(C)(3) 65299 EDUCATIONAL GRANT St Rita Church 8709 Preston Hwy Louisville KY 402194499 616002076 501(C)(3) 225555 EDUCATIONAL GRANT St Stephen Martyr Church 2931 Pindell Ave Louisville KY 402171752 610492373 501(C)(3) 133846 EDUCATIONAL GRANT St Xavier High School 1609 Poplar Level Rd Louisville KY 402171343 610480949 501(C)(3) 20000 EDUCATIONAL GRANT Trinity High School 4011 Shelbyville Rd Louisville KY 402073122 611256093 501(C)(3) 20000 EDUCATIONAL GRANT Part I, Line 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. COMMITTEE MEMBERS OF THE BOARD AND THE FOUNDATION STAFF REVIEW GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SUBMIT DOCUMENTATION OF EXPENDITURES ELIGIBLE FOR REIMBURSEMENT THROUGH THE GRANTS, AND THE FOUNDATION STAFF REVIEWS AND APPROVES OR DENIES THE EXPENDITURES WITH REGARD TO ELIGIBILTY AND TIMING. FAMILIES APPLYING FOR TUITION ASSISTANCE APPLY THROUGH A THIRD PARTY SERVICE THAT RANKS APPLICANTS ACCORDING TO DOCUMENTED NEED. THE CATHOLIC EDUCATION FOUNDATION AWARDS AID TO THE NEEDIEST FAMILIES, ISSUES VOUCHERS, AND REMITS ASSISTANCE TO SCHOOLS AFTER THE SCHOOLS CERTIFY THE STUDENT ENROLLMENTS. X X X X 0 0 0 0 0 0 0 0 0 RICHARD LECHLEITER PRESIDENT (non-voting) 190787 0 0 0 0 0 12750 0 10558 0 214095 0 0 0 X 914046 FMV X 52494 FMV 0 0 0 Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER ON BEHALF OF THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 15a ANNUAL REVIEW IS DONE EACH YEAR AND RAISES ARE APPROVED BY THE executive committee of the BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. Form 990, Part XII, Line 2C No change from prior year. ARCHDIOCESE OF LOUISVILLE 212 EAST COLLEGE STREET LOUISVILLE KY 402011073 610447247 CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES KY 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARCHDIOCESE OF LOUISVILLE C 638352 cash