CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX (EIN 86-0465177)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201841359349312179
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:33:40-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24th St Ste 300 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860465177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 6023542401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST MONROE STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | deacon james Carabajal | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6023542401 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy A O'Loughlin | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.250.96.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 12:36:30 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E5D70D76AC6F699DCF3D350EDB78142D3320629D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES CARABAJAL CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST MONROE STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,334,395 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CCFPHX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION... THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION THAT SUPPORTS THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX. FOUNDED IN 1983, THE FOUNDATION PROVIDES A MEANS THROUGH WHICH DONORS CAN MAKE LIVING AND TESTAMENTARY GIFTS TO BENEFIT THEIR CHARITABLE OBJECTIVES AT ANY LEVEL. THE FOUNDATION HELPS TO SUSTAIN THE WORKS OF PARISHES, SCHOOLS, AGENCIES AND OUTREACH PROGRAMS IN THE DIOCESE OF PHOENIX AND BEYOND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $937 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,603,726 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,571,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $729,692 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $763,892 | CYProgramServiceRevenueAmt |
| PY Investment Income | $362,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,704,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $317,750 | PYOtherRevenueAmt |
| CY Other Revenue | $303,794 | CYOtherRevenueAmt |
| PY Total Revenue | $3,013,512 | PYTotalRevenueAmt |
| CY Total Revenue | $8,343,440 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,090,316 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,059,529 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,043,054 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,106,967 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $130,304 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,314,965 | PYOtherExpensesAmt |
| CY Other Expenses | $1,404,876 | CYOtherExpensesAmt |
| PY Total Expenses | $4,448,335 | PYTotalExpensesAmt |
| CY Total Expenses | $4,571,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,434,823 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,772,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,878,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,824,153 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,763,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,984,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,115,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,839,345 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CARRY ON THE WORK OF CHRIST BY FOSTERING PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,580,705 | ExpenseAmt |
| Grant | $2,059,529 | GrantAmt |
| Revenue | $763,892 | RevenueAmt |
| Desc | SUPPORT THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX AND BEYOND THROUGH THE FOLLOWING:(A) Invest and administer the CHRISTIAN SERVICE AWARD program which provides SCHOLARSHIPS FOR TUITION AT CATHOLIC HIGH SCHOOLS.(B) Solicit, receive, hold, invest and reinvest funds to be used for GRANTS TO ORGANIZATIONS FOR THE WORKING POOR, ELEMENTARY SCHOOL, TUITION ASSISTANCE, THEOLOGICAL STUDY, AND COMMUNICATION PROGRAMS.(C) Solicit, receive, hold, invest and reinvest funds to be used for Grants to other organizations as advised by donors. Matching Program for establishment of Endowment Funds at Schools and Parishes. Assistance to schools and parishes in their fund development needs. | Desc |
| Total Program Service Expenses | $2,580,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KYLE FELIX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023542412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST MONROE STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| James H Lundy | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Trish Stark | ||||||
| CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kathleen Harris | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN ABRAHAM | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV ROBERT BOLDING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CAMBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE COURY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN COURY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER CUDZEWICZ | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GONZALO DE LA MELENA | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HONORABLE DOUG DUCEY | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Anthony Ehmann ESQ | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donna Esposito | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Even ESQ | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE JEROME | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gregory Kruzel | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MOST REV THOMAS J OLMSTED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY PENLEY | ||||||
| VICE CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID SHERF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MICHAEL STRALEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES F WHALEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J TOMMY ESPINOZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY NAQUIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN WILHELM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Richard L Frisch | ||||||
| President & CEO | 40.00 | $185,853 | $0 | $18,328 | Yes (X) | |
| Deacon James Carabajal | ||||||
| CFO | 40.00 | $126,839 | $0 | $17,679 | Yes (X) | |
| BRIGITTE DAYTON | ||||||
| VICE PRESIDENT OF ADMINIST | 40.00 | $102,374 | $0 | $16,219 | Yes (X) | |
| CHRISTOPHER TAWNEY | ||||||
| VICE PRESIDENT OF DEVELOPM | 40.00 | $106,176 | $0 | $6,858 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $521,242 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,084 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $92,800 | FundraisingAmt |
| All Other Contributions | $5,478,643 | AllOtherContributionsAmt |
| Noncash Contributions | $289,505 | NoncashContributionsAmt |
| Total Contributions | $5,571,443 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $763,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $763,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $763,892 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $885,777 | TotalRevenueColumnAmt |
| Exclusion | $885,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,791,813 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,973,279 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $818,534 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $818,534 | TotalRevenueColumnAmt |
| Exclusion | $818,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $321,470 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,800 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,676 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,794 | TotalRevenueColumnAmt |
| Exclusion | $303,794 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,343,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $763,892 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,008,105 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,966 | TotalAmt |
| Program Services | $1,531,966 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,563 | TotalAmt |
| Program Services | $527,563 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,326 | TotalAmt |
| Management And General | $580,326 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,366 | TotalAmt |
| Management And General | $347,366 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,798 | TotalAmt |
| Management And General | $106,798 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,477 | TotalAmt |
| Management And General | $72,477 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76 | TotalAmt |
| Management And General | $76 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,210 | TotalAmt |
| Management And General | $42,210 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,453 | TotalAmt |
| Program Services | $521,176 | ProgramServicesAmt |
| Management And General | $247,277 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,949 | TotalAmt |
| Management And General | $45,949 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,030 | TotalAmt |
| Management And General | $4,030 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,990 | TotalAmt |
| Management And General | $174,990 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,962 | TotalAmt |
| Management And General | $71,962 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,333 | TotalAmt |
| Management And General | $92,333 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,235 | TotalAmt |
| Management And General | $18,235 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,674 | TotalAmt |
| Management And General | $9,674 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,784 | TotalAmt |
| Management And General | $2,784 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,226 | TotalAmt |
| Management And General | $17,226 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,724 | TotalAmt |
| Management And General | $5,724 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENT EXPENSES | $130,304 | $130,304 | |
| EQUIPMENT RENTAL | $15,161 | $15,161 | |
| Supplies | $5,765 | $5,765 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,571,372 | TotalAmt |
| Program Services | $2,580,705 | ProgramServicesAmt |
| Management And General | $1,860,363 | ManagementAndGeneralAmt |
| Fundraising | $130,304 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,054,313 | BOYAmt |
| EOY | $3,902,088 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,835 | BOYAmt |
| EOY | $166,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,359 | BOYAmt |
| EOY | $71,941 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,538,265 | BOYAmt |
| EOY | $56,545,371 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,161,026 | BOYAmt |
| EOY | $3,112,468 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,551 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,878,998 | BOYAmt |
| EOY | $63,824,153 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,315 | BOYAmt |
| EOY | $55,254 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,532 | BOYAmt |
| EOY | $1,046,848 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,182,921 | BOYAmt |
| EOY | $22,522,779 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,356 | BOYAmt |
| EOY | $1,359,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,763,124 | BOYAmt |
| EOY | $24,984,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,293,614 | BOYAmt |
| EOY | $20,498,416 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,205 | BOYAmt |
| EOY | $2,950,742 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,772,055 | BOYAmt |
| EOY | $15,390,187 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,115,874 | BOYAmt |
| EOY | $38,839,345 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,878,998 | BOYAmt |
| EOY | $63,824,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,772,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,057,472 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$885,020 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$221,049 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,857,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,036,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,137,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,603,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,571,443 | CurrentTaxYearAmt |
| Total | $14,206,735 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,857,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,036,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,137,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,603,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,571,443 | CurrentTaxYearAmt |
| Total | $14,206,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,063,576 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,143,159 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $497,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,777 | CurrentTaxYearAmt |
| Total | $2,037,188 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,243,923 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,143,893 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 87 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 14 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $671,556 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $158,967 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,152,736 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $202,595 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,767,765 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $814,244 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,391,508 | BeginningYearBalanceAmt |
| Contributions | $863,997 | ContributionsAmt |
| Investment Earnings Or Losses | $3,878,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $525,461 | OtherExpendituresAmt |
| End Year Balance | $17,608,980 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,663,264 | BeginningYearBalanceAmt |
| Contributions | $3,439,237 | ContributionsAmt |
| Investment Earnings Or Losses | $171,053 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $882,046 | OtherExpendituresAmt |
| End Year Balance | $13,391,508 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,876,340 | BeginningYearBalanceAmt |
| Contributions | $422,860 | ContributionsAmt |
| Investment Earnings Or Losses | -$95,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $540,561 | OtherExpendituresAmt |
| End Year Balance | $10,663,264 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,497,660 | BeginningYearBalanceAmt |
| Contributions | $107,211 | ContributionsAmt |
| Investment Earnings Or Losses | $1,757,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $486,395 | OtherExpendituresAmt |
| End Year Balance | $10,876,340 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,638,581 | BeginningYearBalanceAmt |
| Contributions | $1,199,680 | ContributionsAmt |
| Investment Earnings Or Losses | $1,103,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $443,813 | OtherExpendituresAmt |
| End Year Balance | $9,497,660 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $48,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $48,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,210 | DepreciationAmt |
| Book Value | $17,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,128 | DepreciationAmt |
| Book Value | $6,328 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,941 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,359,927 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,359,927 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2b: | FormAndLineReferenceDesc |
| Explanation | From time-to-time other not-for-profit organizations seek to establish a fund with the Foundation with its own funds and specifies itself as the beneficiary of that fund. In each instance, the Foundation maintains variance power and legal ownership of agency endowment funds and as such continues to report the funds as cash and investments of the Foundation. However, in accordance with SFAS No. 136, a liability has been established for the fair value of the funds, which is generally equivalent to the present value of future payments expected to be made to the NPO's. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CROZIER | Event1Nm |
| Gross Receipts Event1 | $305,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $212,800 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,676 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $108,670 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $108,670 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $414,270 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $321,470 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,676 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,676 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $303,794 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aid to Women Center | |||||||
| 2039 S Mill Ave Suite C | Tempe | AZ | 85282 | 860528953 | 501(C)(3) | $37,900 | Program Support |
| Blessed Sacrament Parish | |||||||
| 11300 N 64th St | Scottsdale | AZ | 85254 | 371575917 | 501(C)(3) | $13,879 | Program Support |
| Boys Hope Girls Hope Arizona | |||||||
| 3443 N Central Ave Ste 713 | Phoenix | AZ | 85012 | 860630295 | 501(C)(3) | $7,045 | PROGRAM SUPPORT |
| Diocese of Phoenix | |||||||
| 400 E Monroe Street | Phoenix | AZ | 85004 | 860223974 | 501(C)(3) | $404,490 | Program Support |
| Our Lady of Mount Carmel Parish | |||||||
| 2121 S Rural Road | Tempe | AZ | 85282 | 364643600 | 501(C)(3) | $16,398 | Program Support |
| Our Lady of Perpetual Help Parish | |||||||
| 3801 N Miller Rd | Scottsdale | AZ | 85251 | 943455995 | 501(C)(3) | $32,570 | PROGRAM SUPPORT |
| Seton Catholic Preparatory High | |||||||
| 1150 N Dobson Rd | Chandler | AZ | 85224 | 262785742 | 501(C)(3) | $13,793 | Youth and Education |
| Society of St Vincent de Paul | |||||||
| PO Box 13600 | Phoenix | AZ | 85002 | 860096789 | 501(C)(3) | $29,167 | Work Among the Poor |
| Ss Simon & Jude Cathedral Schoo | |||||||
| 6351 N 27th Ave | Phoenix | AZ | 85017 | 943457074 | 501(C)(3) | $51,867 | Youth and Education |
| St Agnes Parish | |||||||
| 1954 N 24th Street | Phoenix | AZ | 85008 | 300514530 | 501(C)(3) | $106,550 | Program Support |
| St Francis Xavier Parish | |||||||
| 4715 N Central Ave | Phoenix | AZ | 85012 | 300514530 | 501(C)(3) | $43,193 | Program Support |
| St Timothy Parish | |||||||
| 1730 W Guadalupe Rd | Mesa | AZ | 85202 | 320267724 | 501(C)(3) | $56,585 | Program Support |
| ST GREGORY CATHOLIC SCHOOL | |||||||
| 3440 N 18TH AVE | PHOENIX | AZ | 85015 | 800315130 | 501(C)(3) | $48,688 | PROGRAM SUPPORT |
| ST JOHN XXII CATHOLIC SCHOOL | |||||||
| 16235 N 60TH STREET | SCOTTSDALE | AZ | 85254 | 860911731 | 501(C)(3) | $28,460 | PROGRAM SUPPORT |
| ST MARY BASHA CATHOLIC SCHOOL | |||||||
| 200 W GAVELSTON STREET | CHANDLER | AZ | 85225 | 300513969 | 501(C)(3) | $7,160 | PROGRAM SUPPORT |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5082 E LINCOLN | SCOTTSDALE | AZ | 85253 | 860720036 | 501(C)(3) | $83,725 | PROGRAM SUPPORT |
| MOUNT CLARET CENTER | |||||||
| 4663 N 54TH STREET | PHOENIX | AZ | 85018 | 320268278 | 501(C)(3) | $61,976 | PROGRAM SUPPORT |
| ST THERESA PARISH | |||||||
| 5001 E THOMAS ROAD | PHOENIX | AZ | 85018 | 300515085 | 501(C)(3) | $98,326 | PROGRAM SUPPORT |
| ST PATRICK PARISH | |||||||
| 10815 N 84TH STREET | SCOTTSDALE | AZ | 85260 | 300514891 | 501(C)(3) | $61,111 | PROGRAM SUPPORT |
| RESURRECTION PARISH | |||||||
| 3201 S EVERGREEN RD | TEMPE | AZ | 85285 | 364643601 | 501(C)(3) | $25,686 | PROGRAM SUPPORT |
| CITY OF THE LORD | |||||||
| 711 W UNIVERSITY | TEMPE | AZ | 85281 | 860351356 | 501(C)(3) | $25,475 | PROGRAM SUPPORT |
| MAGGIE'S PLACE | |||||||
| PO BOX 1102 | PHOENIX | AZ | 85001 | 860972675 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| CHRIST THE KING PARISH | |||||||
| 1551 E DANA AVE | MESA | AZ | 85204 | 300513890 | 501(C)(3) | $33,349 | PROGRAM SUPPORT |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 4747 N 7TH AVE | PHOENIX | AZ | 85013 | 860223999 | 501(C)(3) | $9,078 | PROGRAM SUPPORT |
| SACRED HEART PARISH | |||||||
| 150 FLUERY STREET | PRESCOTT | AZ | 86301 | 371575862 | 501(C)(3) | $15,295 | PROGRAM SUPPORT |
| FOUNDATION FOR BLIND CHILDREN | |||||||
| 1234 E NORTHERN AVE | PHOENIX | AZ | 85020 | 860129981 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| ORDER OF MALTA WESTERN ASSOCIATION | |||||||
| 465 CALIFORNIA STREET STE 818 | SAN FRANCISCO | CA | 94104 | 237450840 | 501(C)(3) | $23,200 | PROGRAM SUPPORT |
| ST MICHAEL CATHOLIC CHURCH | |||||||
| 15542 POMERADO ROAD | POWAY | CA | 92064 | 030426046 | 501(C)(3) | $12,000 | PROGRAM SUPPORT |
| JESUIT HIGH SCHOOL | |||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | 680268519 | 501(C)(3) | $75,000 | PROGRAM SUPPORT |
| MAKE A WISH AMERICA | |||||||
| 4742 N 24TH STREET STE 400 | PHOENIX | AZ | 85016 | 860481941 | 501(C)(3) | $100,000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 451 | RecipientCnt |
| Cash Grant | $527,563 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Information regarding the selected grant recipients is acquired by the organization and in some cases, the Diocese of Phoenix prior to the grants being awarded. With the exception of the scholarship recipients, all grantees are IRC Section 501(c)(3) organizations. The Diocese of Phoenix continues to monitor grants issued to schools and parishes to ensure compliance with grant guidelines. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard L Frisch | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $165,853 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,960 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,368 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $204,181 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | BONUSes ARE GIVEN BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $289,505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The organization uses a stock brokerage firm to receive and sell donated securities; funds are then transferred to the organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Christine Coury and Jonathan Coury have a family relationship. |
| Form 990, Part VI, Section B, line 11b | THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM and was reviewed by the organization's CEO and CFO. The draft of the 990 was then emailed to the full Board of Directors and the Audit Committee prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | All Directors, Members of committees and employees of the Foundation shall scrupulously avoid any conflict between their own respective interests and the interest of the Foundation in any and all actions taken by them on behalf of the Foundation. Situations where Directors or Members derive financial benefits from the Board or Committee service should be avoided. However, in the event any Directors or Members of the Foundation should have any direct or indirect interest in, or relationship with, any individual or organization which proposes to enter into any transaction with the Foundation for the sale, purchase, lease or rental of property or to render or employ services, personal or otherwise, or receive pecuniary consideration from the Foundation in the form of a fee or a grant, such Directors or Members shall forthwith give the Board of Directors of the Foundation notice with full factual disclosure, of such interest or relationship and shall thereafter absent themselves during both explicit review of the matter by the Board of Directors and its voting on the matter and refrain from otherwise attempting to affect its decision to participate or not to participate in such transactions. The goal and the policy of the organization is obtain an annual signed conflict of interest from each member of the board of directors. |
| Form 990, Part VI, Section B, line 15 | A subcommittee of the Board was charged with summarizing the results of comparative salary ranges for the CEO and the CFO using studies from a local university, Form 990s from comparable organizations, and also a salary study completed by a nonprofit organization that serves Foundations. The subcommittee also relies on advice from the Human Resources Department of the Diocese of Phoenix for salary grades. The results are forwarded to the Executive Committee. The CEO works with the Executive Committee to formulate an employment agreement detailing the salary, benefits and duties of the position. Prior to approval of the CEO'S contract, the Executive Committee and Board meets in executive session to discuss and decide on the compensation of the CEO and also advises on other staff positions, such as the CFO. After that process the Board votes on the compensation and the results are then included in the ORGANIZATION'S budget, which is also approved in total by the Board. |
| Form 990, Part VI, Section C, line 19 | The organization's Articles of Incorporation, By-Laws, Financial Statements, and Form 990 are all available to the public upon request. The organization does not make the conflict of interest policy documents available to the public. |
| Form 990, Part XI, line 9: | CHANGE IN SPLIT INTEREST AGREEMENTS -221,049. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EXETER PARTNERS LP | |||||||||||||
| 1116 PINE STREET | HUNTINGTON BEACH | CA | 92648 | 330771937 | INVESTMENT | CA | N/A | UNRELATED | $46,539 | $1,361,566 | 0 | 0 | 0.97000 |
| VERDE VLY L&C LLC | |||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 710882293 | Ranching | AZ | N/A | UNRELATED | -$213 | $3,260,599 | 0 | 0 | 0.55590 |
| W DART LLP | |||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 860845544 | INVESTMENT | AZ | N/A | EXCLUDED | -$244 | $6,480,696 | 0 | 0 | 0.97650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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