CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO (EIN 84-1481641)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349306458
- Schema version
- 2016v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:43:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841481641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Catholic Foundation No Colorado | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3034689885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVE Suite 909 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEACON STEVEN STEMPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3034689885 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 84022720173195000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9FA4587EFF0C3538BA7A022E3664664341CA183B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B98F60208C01E221655A9D02B96D47F177C0D12C | 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 | STEVEN STEMPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVE STE 909 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $129,402,073 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECATHOLICFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $906,934 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $502,357 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,789,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,986,076 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $989,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,878,435 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,779,205 | PYTotalRevenueAmt |
| CY Total Revenue | $10,864,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,668,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,784,346 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $825,307 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $671,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $330,960 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $891,740 | PYOtherExpensesAmt |
| CY Other Expenses | $843,726 | CYOtherExpensesAmt |
| PY Total Expenses | $11,385,247 | PYTotalExpensesAmt |
| CY Total Expenses | $11,299,963 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,606,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$435,452 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,887,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,666,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,459,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,810,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,428,080 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,855,980 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,127,889 | ExpenseAmt |
| Grant | $3,127,889 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,029,481 | ExpenseAmt |
| Grant | $2,006,474 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,922,238 | ExpenseAmt |
| Grant | $1,774,107 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc | ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| SEE SCH O, PART III, LINE 4D NARRATIVE | |||
| FOR DETAIL ON OTHER PROGRAMS | $2,930,413 | $2,875,876 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,930,413 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,875,876 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,010,021 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 3034689885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVENUE STE 909 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ARCHBISHOP SAMUEL J AQUILA | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BOB GROSS | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOMINIC PALAZZO | ||||||||
| TREASURER thru 9/2016 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRAN COMBS | ||||||||
| DIRECTOR thru 3/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE DESPLINTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ZIMMERMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JANSEN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY BAUMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NORMA FRANK | ||||||||
| Chair | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| REV RANDY DOLLINS | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ZARLENGO - CHAIRMAN OF | ||||||||
| THE BOARD THRU 9/2016 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SAM PERRY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TONY CHURCH | ||||||||
| SECRETARY | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LEER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RANDY HAMMOND | ||||||||
| DIRECTOR THRU 1/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARGUERITE HUNTER | ||||||||
| DIRECTOR THRU 1/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZAN LAVELLE | ||||||||
| DIRECTOR THRU 1/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEACON MARK SALVATO | ||||||||
| DIRECTOR THRU 1/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM BARON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN ROSS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP JORGE RODRIGUEZ | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FANTZ | ||||||||
| ADMINISTRATIVE OFFICER | 13.0 | 27.0 | $89,698 | $0 | $13,290 | Yes (X) | ||
| STEVEN STEMPER | ||||||||
| PRESIDENT AND CEO | 40.0 | 20.0 | $193,967 | $0 | $33,532 | Yes (X) | ||
| MICHELLE FEHN - DIRECTOR OF | ||||||||
| ACCOUNTING AND OPERATIONS | 16.0 | 24.0 | $135,793 | $0 | $11,820 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $419,458 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,642 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIR TREE INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 FIFTH AVENUE 23RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGMT | ServicesDesc |
| Compensation | $115,752 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,986,076 | AllOtherContributionsAmt |
| Noncash Contributions | $2,434,765 | NoncashContributionsAmt |
| Total Contributions | $6,986,076 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,254,022 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $906,934 | UnrelatedBusinessRevenueAmt |
| Exclusion | $347,088 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,161,975 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,537,562 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,624,413 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,624,413 | TotalRevenueColumnAmt |
| Exclusion | $2,624,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,864,511 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $906,934 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,971,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,780,346 | TotalAmt |
| Program Services | $9,780,346 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,851 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $81,851 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,719 | TotalAmt |
| Management And General | $336,036 | ManagementAndGeneralAmt |
| Fundraising | $133,683 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,683 | TotalAmt |
| Management And General | $29,483 | ManagementAndGeneralAmt |
| Fundraising | $4,200 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,172 | TotalAmt |
| Management And General | $23,045 | ManagementAndGeneralAmt |
| Fundraising | $1,127 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,466 | TotalAmt |
| Management And General | $57,440 | ManagementAndGeneralAmt |
| Fundraising | $5,026 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,301 | TotalAmt |
| Management And General | $5,301 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,232 | TotalAmt |
| Management And General | $61,232 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,819 | TotalAmt |
| Management And General | $41,819 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,280 | TotalAmt |
| Management And General | $4,111 | ManagementAndGeneralAmt |
| Fundraising | $50,169 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,850 | TotalAmt |
| Program Services | $4,010 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $21,840 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,829 | TotalAmt |
| Program Services | $513 | ProgramServicesAmt |
| Management And General | $29,684 | ManagementAndGeneralAmt |
| Fundraising | $32,632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,800 | TotalAmt |
| Management And General | $47,800 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,215 | TotalAmt |
| Management And General | $136,215 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,537 | TotalAmt |
| Fundraising | $33,537 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,958 | TotalAmt |
| Management And General | $31,458 | ManagementAndGeneralAmt |
| Fundraising | $4,500 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,637 | TotalAmt |
| Program Services | $171,138 | ProgramServicesAmt |
| Management And General | $1,499 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,090 | TotalAmt |
| Management And General | $45,090 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,564 | TotalAmt |
| Program Services | $33,333 | ProgramServicesAmt |
| Management And General | $11,231 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| DUES/LICENSES/FEES | $10,963 | $10,963 | ||
| DEVELOPMENT MARKETING | $44,246 | $44,246 | ||
| ROSARIES & PRAYER BOOKS | $16,681 | $16,681 | ||
| OTHER | $4,724 | $4,724 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,299,963 | TotalAmt |
| Program Services | $10,010,021 | ProgramServicesAmt |
| Management And General | $958,982 | ManagementAndGeneralAmt |
| Fundraising | $330,960 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,423 | BOYAmt |
| EOY | $387,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,888,279 | BOYAmt |
| EOY | $2,989,048 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,789,066 | BOYAmt |
| EOY | $12,907,262 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,400 | BOYAmt |
| EOY | $7,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,775 | BOYAmt |
| EOY | $118,501 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,820 | BOYAmt |
| EOY | $99,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,407,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,281 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,636 | BOYAmt |
| EOY | $2,161,783 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,904,419 | BOYAmt |
| EOY | $33,760,265 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,047,201 | BOYAmt |
| EOY | $72,148,331 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,863 | BOYAmt |
| EOY | $1,087,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,887,882 | BOYAmt |
| EOY | $125,666,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,818 | BOYAmt |
| EOY | $389,291 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,972 | BOYAmt |
| EOY | $318,726 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,730 | BOYAmt |
| EOY | $46,487 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,466,669 | BOYAmt |
| EOY | $3,466,669 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,433,613 | BOYAmt |
| EOY | $24,589,650 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,459,802 | BOYAmt |
| EOY | $28,810,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,956,346 | BOYAmt |
| EOY | $47,236,175 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,437,921 | BOYAmt |
| EOY | $48,585,992 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,813 | BOYAmt |
| EOY | $1,033,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,428,080 | BOYAmt |
| EOY | $96,855,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,887,882 | BOYAmt |
| EOY | $125,666,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$435,452 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $661,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$798,467 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $32,692,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,120,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,938,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,789,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,986,076 | CurrentTaxYearAmt |
| Total | $62,527,430 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,692,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,120,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,938,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,789,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,986,076 | CurrentTaxYearAmt |
| Total | $62,527,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,929,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,597,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $508,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $347,088 | CurrentTaxYearAmt |
| Total | $2,776,452 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $500,083 | CurrentTaxYearAmt |
| Total | $500,083 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,803,965 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,652 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89049 | 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 | 81 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 136 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,033,089 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,952,987 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $6,389,752 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,385,403 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $31,428,997 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $65,426,983 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,768,206 | BeginningYearBalanceAmt |
| Contributions | $3,798,734 | ContributionsAmt |
| Investment Earnings Or Losses | $1,655,941 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,908,397 | GrantsOrScholarshipsAmt |
| End Year Balance | $44,314,484 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,520,915 | BeginningYearBalanceAmt |
| Contributions | $5,917,202 | ContributionsAmt |
| Investment Earnings Or Losses | -$927,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,742,273 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,768,206 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,038,029 | BeginningYearBalanceAmt |
| Contributions | $4,986,117 | ContributionsAmt |
| Investment Earnings Or Losses | $193,166 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,696,397 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,520,915 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,081,688 | BeginningYearBalanceAmt |
| Contributions | $556,161 | ContributionsAmt |
| Investment Earnings Or Losses | $2,930,901 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,530,721 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,038,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,113,209 | BeginningYearBalanceAmt |
| Contributions | $6,733,720 | ContributionsAmt |
| Investment Earnings Or Losses | $2,386,034 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,151,275 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,081,688 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.89200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,612,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,612,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $110,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $110,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,238 | DepreciationAmt |
| Book Value | $48,535 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $504,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,240 | DepreciationAmt |
| Book Value | $332,886 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,803 | DepreciationAmt |
| Book Value | $58,362 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,161,783 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp | |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS HELD IN TRUST | Desc |
| Amt | $24,589,650 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,589,650 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,484,511 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $661,819 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $661,819 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,822,692 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,819 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,864,511 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,056,611 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $798,467 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $798,467 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,258,144 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,819 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,299,963 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2B | EXPENSE ON BOOKS, NOT ON RETURN: RETURN OF GRANTS FUNDS TREATED AS A CHANGE IN NET ASSETS 798,467 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| South Asia | Grantmaking | $4,000 |
| Central America and the Caribbean | Investments | $24,166,475 |
| Central America and the Caribbean | Investments | $339,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $24,510,094 | SubtotalSpentAmt |
| Total Spent | $24,510,094 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 24,166,475 |
| SCHEDULE F, PART I, LINE 3(3) | DETAIL OF FOREIGN INVESTMENTS: INVESTMENT MANAGEMENT/INCENTIVE FEES 339,619 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (127 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Thomas More College of Liberal Arts | |||||||
| 6 Manchester St | Merrimack | NH | 030549947 | 020344073 | 501(c)(3) | $100,000 | Caring for Our |
| Arrupe Jesuit High School | |||||||
| 4343 Utica Street | Denver | CO | 80212 | 020628872 | 501(c)(3) | $35,500 | Teaching Our |
| National Catholic Bioethics Center | |||||||
| 6399 Drexel Road | Philadelphia | PA | 19151 | 042871526 | 501(c)(3) | $75,000 | Spreading the Good |
| Taft School | |||||||
| 110 Woodbury Rd | Watertown | CT | 06795 | 060646921 | 501(c)(3) | $6,000 | Teaching Our |
| Lanteri Center for Ignatius Spirituality | |||||||
| 416 22nd St | Denver | CO | 80205 | 201891947 | 501(c)(3) | $10,000 | Teaching Our |
| Augustine Institute | |||||||
| 6160 South Syracuse Way | Greenwood Village | CO | 80111 | 202349108 | 501(c)(3) | $579,997 | Spreading the Good |
| Missionaries of the Poor USA Inc | |||||||
| PO Box 29893 | Atlanta | GA | 30359 | 204553442 | 501(c)(3) | $10,000 | Teaching Our |
| Colorado Family Action Foundation | |||||||
| PO Box 558 | Castle Rock | CO | 80104 | 205723514 | 501(c)(3) | $16,000 | Teaching Our |
| DeLasalle Hall | |||||||
| 810 Newman Springs Rd | Lincroft | NJ | 07738 | 222245377 | 501(c)(3) | $15,000 | Strengthening Our |
| Sophia Institute for Teachers | |||||||
| PO Box 5284 | Manchester | NH | 03108 | 222548708 | 501(c)(3) | $114,000 | Caring for Our |
| Camilla Hall Nursing Home | |||||||
| 1145 King Road | Immaculate | PA | 193450100 | 231576706 | 501(c)(3) | $16,000 | Spreading the Good |
| Papal Foundation | |||||||
| 150 Monument Road | Bala Cynwd | PA | 19004 | 232511991 | 501(c)(3) | $130,000 | Spreading the Good |
| Catholic Leadership Institute | |||||||
| 440 E Swedesford Road St 3040 | Wayne | PA | 19087 | 232661414 | 501(c)(3) | $20,000 | Strengthening Our |
| Catholics Come Home Inc | |||||||
| 560 W Crossville Rd Ste 100 | Roswell | GA | 30075 | 261102557 | 501(c)(3) | $10,000 | Caring for Our |
| Camp Wojtyla | |||||||
| PO Box 528 | Berthoud | CO | 80513 | 264365733 | 501(c)(3) | $10,000 | Caring for Our |
| JPII Outdoor Lab | |||||||
| PO Box 528 | Berthoud | CO | 80513 | 264365733 | 501(c)(3) | $30,000 | Spreading the Good |
| Families of Character | |||||||
| 6456 S Quebec Suite 750 | Centennial | CO | 80111 | 271083135 | 501(c)(3) | $126,000 | Teaching Our |
| National Catholic Register | |||||||
| PO Box 100699 | Irondale | AL | 35210 | 274581132 | 501(c)(3) | $10,000 | Spreading the Good |
| Christ In The City | |||||||
| 3401 Pecos St | Denver | CO | 80211 | 274663181 | 501(c)(3) | $64,250 | Teaching Our |
| Association for the Promotion of the Apostolate | |||||||
| 3290 W Milan Avenue | Englewood | CO | 80110 | 274663351 | 501(c)(3) | $63,000 | Teaching Our |
| In Ipso | |||||||
| 8818 W Glasgow Pl | Littleton | CO | 80128 | 275196942 | 501(c)(3) | $9,000 | Teaching Our |
| St Patrick Catholic Community | |||||||
| 10815 N 84th St | Scottsdale | AZ | 85260 | 300514891 | 501(c)(3) | $30,000 | Spreading the Good |
| Adams County Emergency Food Bank | |||||||
| 7111 E 56th Ave | Commerce City | CO | 80022 | 300754165 | 501(c)(3) | $20,000 | Teaching Our |
| Catholic Radio Network | |||||||
| 201 N Industrial Park Road | Excelsior Springs | MO | 64024 | 320081587 | 501(c)(3) | $49,250 | Caring for Our |
| John Carroll University | |||||||
| 1 John Carroll Blvd | Cleveland | OH | 44118 | 340714681 | 501(c)(3) | $10,000 | Teaching Our |
| Lake Catholic High School | |||||||
| 6733 Reynolds Road | Mentor | OH | 44060 | 341054185 | 501(c)(3) | $10,000 | Caring for Our |
| University of Notre Dame | |||||||
| 1251 N Eddy Street Suite 300 | South Bend | IN | 466171403 | 350868188 | 501(c)(3) | $10,000 | Teaching Our |
| Mercy Home for Boys & Girls | |||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | 362171726 | 501(c)(3) | $15,000 | Spreading the Good |
| Dominican Sisters of Mary Mother of the Eucharist | |||||||
| 4597 Warren Rd | Ann Arbor | MI | 48105 | 383349686 | 501(c)(3) | $7,500 | Strengthening Our |
| Academy of Our Lady of Lourdes Sisters | |||||||
| 1001 14th St NW | Rochester | MN | 55901 | 410695522 | 501(c)(3) | $14,000 | Teaching Our |
| Metal of Honor Fund | |||||||
| 1310 W Evans Ave | Denver | CO | 80223 | 421613033 | 501(c)(3) | $40,000 | Teaching Our |
| Lalmba | |||||||
| 1000 Corey St | Longmont | CO | 80501 | 436057388 | 501(c)(3) | $28,000 | Teaching Our |
| Divine Mercy Academy | |||||||
| PO Box 10658 | Bozeman | MT | 59719 | 460532968 | 501(c)(3) | $100,000 | Teaching Our |
| Marian Community of Reconciliation | |||||||
| 1060 St Francis Way | Denver | CO | 80204 | 460639476 | 501(c)(3) | $52,500 | Preparing Our |
| OneBillionStories | |||||||
| 4324 S Jason St | Englewood | CO | 80110 | 460922781 | 501(c)(3) | $6,500 | Teaching Our |
| Divine Mercy Supportive Care Inc | |||||||
| 303 South Broadway Suite 220 | Denver | CO | 80209 | 461777911 | 501(c)(3) | $182,000 | Teaching Our |
| Bella Natural Women's Care | |||||||
| 180 E Hampden Ave Suite 100 | Englewood | CO | 80113 | 462578248 | 501(c)(3) | $94,750 | Strengthening Our |
| Children of the Dust Charity | |||||||
| PO Box 471058 | Aurora | CO | 80047 | 463008410 | 501(c)(3) | $12,000 | Teaching Our |
| The Catholic Alliance | |||||||
| 3801 E Florida Ave 909 | Denver | CO | 80210 | 472607386 | 501(c)(3) | $375,000 | Teaching Our |
| Karibu Sana Friends of Carmelite Missions | |||||||
| 8200 S Quebec St | Centennial | CO | 80112 | 472645129 | 501(c)(3) | $7,500 | Teaching Our |
| Diocese of Phoenix | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 530196617 | 501(c)(3) | $5,000 | Strengthening Our |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | 530196617 | 501(c)(3) | $10,000 | Teaching Our |
| Oblates of the Virgin Mary | |||||||
| 2 Ipswich Street | Boston | MA | 02215 | 530196617 | 501(c)(3) | $18,000 | Spreading the Good |
| Institute for Catholic Liberal Education | |||||||
| PO Box 4638 | Ventura | CA | 93007 | 541607202 | 501(c)(3) | $25,000 | Spreading the Good |
| Dominican Sisters St Cecilia Congregation | |||||||
| 801 Dominican Dr | Nashville | TN | 372281909 | 620552181 | 501(c)(3) | $12,500 | Teaching Our |
| Alternatives Pregnancy Center | |||||||
| 1440 Blake St Suite 200 | Denver | CO | 802021475 | 742218129 | 501(c)(3) | $10,000 | Caring for Our |
| Providence Network | |||||||
| 801 Logan St | Denver | CO | 80203 | 742505406 | 501(c)(3) | $7,500 | Caring for Our |
| All Souls Catholic Church | |||||||
| 4950 S Logan St | Englewood | CO | 801139847 | 800010721 | 501(c)(3) | $58,000 | Spreading the Good |
| Zarlengo Foundation | |||||||
| 7100 W 44th Ave | Wheatridge | CO | 80033 | 800015548 | 501(c)(3) | $10,000 | Teaching Our |
| St Ignatius of Antioch Parish-Rangely | |||||||
| 109 S Ssanolind Ave | Rangely | CO | 81648 | 800015811 | 501(c)(3) | $10,000 | Spreading the Good |
| Holy Family Meeker Parish | |||||||
| 889 Park Avenue | Meeker | CO | 81641 | 800015811 | 501(c)(3) | $15,000 | Spreading the Good |
| St Michael Craig Parish | |||||||
| 678 School St | Craig | CO | 81625 | 800015811 | 501(c)(3) | $18,307 | Spreading the Good |
| Courage International Inc | |||||||
| 8 Leonard Street | Norwalk | CT | 06850 | 800615570 | 501(c)(3) | $50,000 | Spreading the Good |
| ENDOW | |||||||
| 6160 Syracuse Way Suite B110 | Greenwood Village | CO | 80111 | 830362209 | 501(c)(3) | $27,800 | Caring for Our |
| Wyoming Catholic College | |||||||
| PO Box 750 | Lander | WY | 82520 | 830434307 | 501(c)(3) | $155,000 | Teaching Our |
| Blessed Sacrament Catholic School | |||||||
| 1973 Elm St | Denver | CO | 80220 | 840402673 | 501(c)(3) | $40,000 | Teaching Our |
| Holy Ghost Catholic Church | |||||||
| 1900 California St | Denver | CO | 80202 | 840402681 | 501(c)(3) | $130,750 | Spreading the Good |
| Regis University | |||||||
| 3333 Regis Blvd B-16 | Denver | CO | 80221 | 840402707 | 501(c)(3) | $17,500 | Caring for Our |
| St James Catholic School | |||||||
| 1414 Newport St | Denver | CO | 80220 | 840402708 | 501(c)(3) | $50,000 | Teaching Our |
| St Francis de Sales Catholic School | |||||||
| 301 S Sherman St | Denver | CO | 80209 | 840404268 | 501(c)(3) | $50,000 | Spreading the Good |
| Sacred Heart of Jesus Catholic School | |||||||
| 1318 Mapleton Avenue | Boulder | CO | 80304 | 840404918 | 501(c)(3) | $10,000 | Caring for Our |
| Good Shepherd Catholic School | |||||||
| 620 Elizabeth Street | Denver | CO | 80206 | 840404921 | 501(c)(3) | $10,000 | Spreading the Good |
| Mount Saint Vincent Home | |||||||
| 4159 Lowell Blvd | Denver | CO | 80211 | 840405260 | 501(c)(3) | $25,000 | Spreading the Good |
| St Louis Parish | |||||||
| 3310 S Sherman St | Englewood | CO | 80113 | 840406817 | 501(c)(3) | $5,000 | Spreading the Good |
| St Louis Catholic Church | |||||||
| 3310 South Sherman St | Englewood | CO | 80113 | 840406817 | 501(c)(3) | $19,135 | Spreading the Good |
| St Joseph Church | |||||||
| 300 W Mountain Ave | Ft Collins | CO | 80521 | 840413978 | 501(c)(3) | $13,800 | Caring for Our |
| Cathedral Basilica of Immaculate Conception | |||||||
| 1535 Logan St | Denver | CO | 80203 | 840421938 | 501(c)(3) | $61,000 | Caring for Our |
| Our Lady of Lourdes Catholic School | |||||||
| 2256 SO Logan St | Denver | CO | 80210 | 840421979 | 501(c)(3) | $75,000 | Spreading the Good |
| Holy Name Parish | |||||||
| 3290 W Milan Ave | Englewood | CO | 80110 | 840422002 | 501(c)(3) | $100,000 | Spreading the Good |
| St Thomas Aquinas Catholic Center | |||||||
| 904 14th Street | Boulder | CO | 80302 | 840430715 | 501(c)(3) | $76,000 | Spreading the Good |
| St Bernadette Catholic School | |||||||
| 7240 W 12th Ave | Denver | CO | 80215 | 840431890 | 501(c)(3) | $50,000 | Spreading the Good |
| St Catherine of Siena School | |||||||
| 4200 Federal Blvd | Denver | CO | 80211 | 840438235 | 501(c)(3) | $31,000 | Caring for Our |
| Most Precious Blood Catholic School | |||||||
| 2250 S Harrison | Denver | CO | 80210 | 840439518 | 501(c)(3) | $43,000 | Caring for Our |
| Sts Peter and Paul Catholic School | |||||||
| 3900 Pierce St | WheatRidge | CO | 80033 | 840448043 | 501(c)(3) | $25,000 | Strengthening Our |
| Our Lady of Assumption Catholic School | |||||||
| 2361 E 78th Av | Denver | CO | 80229 | 840449275 | 501(c)(3) | $35,000 | Caring for Our |
| St Pius X Grade School | |||||||
| 13680 E 14th Place | Denver | CO | 80011 | 840457083 | 501(c)(3) | $10,000 | Spreading the Good |
| St Rose of Lima Catholic School | |||||||
| 1345 W Dakota Ave | Denver | CO | 80223 | 840465591 | 501(c)(3) | $135,000 | Caring for Our |
| St Therese Catholic School | |||||||
| 1200 Kenton St | Aurora | CO | 80010 | 840469539 | 501(c)(3) | $30,000 | Spreading the Good |
| Holy Trinity Catholic School | |||||||
| 7595 Federal Blvd | Westminster | CO | 80030 | 840469648 | 501(c)(3) | $50,000 | Spreading the Good |
| Religious Sisters of Mercy | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $7,500 | Spreading the Good |
| AOD - Catholic Biblical School | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $8,500 | Teaching Our |
| AOD - Office of Hispanic Ministries | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $25,000 | Charity/Aid |
| AOD - Office of the Archbishop | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $50,000 | Charity/Aid |
| AOD - Office of Envangelization & Family | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $57,560 | Charity/Aid |
| AOD - Retired Priests | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $75,000 | Charity/Aid |
| AOD - JPII Center Assistance | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $100,000 | |
| AOD - Archbishop Catholic Appeal | |||||||
| PO Box 100316 | Denver | CO | 80250 | 840499858 | 501(c)(3) | $176,500 | |
| AOD - Office of Catholic Schools | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $192,365 | |
| AOD - Emergency Grants to Parishes | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $273,743 | |
| Archdiocese of Denver | |||||||
| 1300 South Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $375,000 | |
| Shrine of St Anne | |||||||
| 7555 Grant Pl | Arvada | CO | 80002 | 840508778 | 501(c)(3) | $20,000 | |
| Nativity of Our Lord Catholic School | |||||||
| 900 W Midway Blvd | Broomfield | CO | 80020 | 840514655 | 501(c)(3) | $11,683 | |
| Guardian Angels Catholic School | |||||||
| 1843 W 52nd Ave | Denver | CO | 80221 | 840518957 | 501(c)(3) | $51,000 | |
| Annunciation Catholic Church | |||||||
| 1408 E 36th Avenue | Denver | CO | 80205 | 840522064 | 501(c)(3) | $5,000 | |
| Annunciation Catholic School | |||||||
| 3536 Lafayette St | Denver | CO | 80205 | 840522064 | 501(c)(3) | $67,000 | |
| Little Sisters of the Poor Mullen Home for the Age | |||||||
| 3629 W 29th Avenue | Denver | CO | 802113601 | 840528531 | 501(c)(3) | $35,500 | |
| St Stephen Catholic School | |||||||
| 414 S Hyland Park Dr | Glenwood Springs | CO | 81601 | 840539250 | 501(c)(3) | $35,000 | |
| St Cajetan Catholic Parish | |||||||
| 299 S Stuart St | Denver | CO | 80219 | 840563816 | 501(c)(3) | $12,599 | |
| Our Lady of Fatima Parish | |||||||
| 1985 Miller St | Lakewood | CO | 80215 | 840569526 | 501(c)(3) | $17,000 | |
| St Thomas More Parish | |||||||
| 8035 South Quebec St | Centennial | CO | 80112 | 840642458 | 501(c)(3) | $98,610 | |
| Abbey of St Walburga | |||||||
| 1029 Benedictine Way | Virginia Dale | CO | 80536 | 840659341 | 501(c)(3) | $10,250 | |
| Catholic Charities - Regina Caeli | |||||||
| 6240 Smith Road | Denver | CO | 80216 | 840686679 | 501(c)(3) | $10,250 | |
| Catholic Charities - Beacon of Hope | |||||||
| PO Box 100728 | Denver | CO | 802500728 | 840686679 | 501(c)(3) | $14,500 | |
| Catholic Charities - Fr Ed Judy House | |||||||
| PO Box 100728 | Denver | CO | 802500728 | 840686679 | 501(c)(3) | $67,917 | |
| Catholic Charities - Lighthouse | |||||||
| PO Box 100728 | Denver | CO | 802500728 | 840686679 | 501(c)(3) | $77,500 | |
| Catholic Charities - Marisol Home | |||||||
| PO Box 100728 | Denver | CO | 802500728 | 840686679 | 501(c)(3) | $156,000 | |
| Catholic Charities - Samaritan House | |||||||
| PO Box 100728 | Denver | CO | 802500728 | 840686679 | 501(c)(3) | $189,167 | |
| Catholic Charities & Community Services | |||||||
| 4045 Pecos St | Denver | CO | 80210 | 840686679 | 501(c)(3) | $281,382 | |
| Regis Jesuit High School - Boys Division | |||||||
| 6300 S Lewiston Way | Aurora | CO | 80016 | 840791593 | 501(c)(3) | $12,500 | |
| Regis Jesuit High School - Girls Division | |||||||
| 6300 S Lewiston Way | Aurora | CO | 80016 | 840791593 | 501(c)(3) | $12,500 | |
| St Clare of Assisi Catholic School | |||||||
| 31622 US Highway 6 | Edwards | CO | 81632 | 841237387 | 501(c)(3) | $10,000 | |
| Boys Hope Girls Hope | |||||||
| 7060 E Hampden Ave Suite 203 | Denver | CO | 80224 | 841239769 | 501(c)(3) | $12,500 | |
| Seeds of Hope | |||||||
| 3801 E Florida Ave | Denver | CO | 80210 | 841437053 | 501(c)(3) | $140,250 | |
| AOD - St John vianney Seminary | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841437053 | 501(c)(3) | $266,133 | |
| Father Woody's Haven of Hope | |||||||
| 1101 W 7th Ave | Denver | CO | 80204 | 841479555 | 501(c)(3) | $6,000 | |
| Bishop Machebeuf High School | |||||||
| PO Box 100676 | Denver | CO | 802500676 | 841490220 | 501(c)(3) | $249,992 | |
| Holy Family High School | |||||||
| PO Box 100337 | Denver | CO | 802500337 | 841490222 | 501(c)(3) | $28,250 | |
| St John VianneyRedemptors Mater Annual Sem Appea | |||||||
| 3801 E Florida Ave | Denver | CO | 80210 | 841495066 | 501(c)(3) | $5,000 | |
| AOD - Office of Vocations | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841495066 | 501(c)(3) | $5,208 | |
| AOD - TV Mass | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841495066 | 501(c)(3) | $46,175 | |
| St John Vianney Theological Seminary | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841495066 | 501(c)(3) | $1,420,113 | |
| Fellowship of Catholic University Students | |||||||
| 603 Park Point Drive Suite 200 | Genesee | CO | 80401 | 841522811 | 501(c)(3) | $775,010 | |
| ACE Scholarships | |||||||
| 1201 E Colfax Ave Suite 302 | Denver | CO | 80218 | 841531066 | 501(c)(3) | $16,000 | |
| JK Mullen HIgh School | |||||||
| 3601 S Lowell Blvd | Denver | CO | 80236 | 846005720 | 501(c)(3) | $12,500 | |
| St Louis Catholic School - Louisville | |||||||
| 902 Grant Ave | Louisville | CO | 80027 | 846012535 | 501(c)(3) | $30,000 | |
| Rachel's Vineyard of Colorado | |||||||
| 4147 Centennial Dr | Broomfield | CO | 80023 | 900115001 | 501(c)(3) | $10,000 | |
| University of San Diego | |||||||
| 5998 Alcala park | San Diego | CA | 92110 | 952544535 | 501(c)(3) | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 99 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Question 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN STEMPER | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $193,967 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,638 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $21,894 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $227,499 | 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 | SCHEDULE J, PART I, LINE 8 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,424,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,656 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ROSARIES | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,782 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D | Description of other program services: The Catholic Foundation cares for the community by making grants to charitable organizations helping to bring the light of Christ to the poor and broken in our world. The Foundation strengthens parishes throughout northern Colorado, through grants providing operating support and capital needs. In addition, the Foundation assists in the establishment of Parish Funds to facilitate the Parish's planned giving efforts. Expenses of $2,930,413 including grants of $2,875,876. |
| 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 VICE-CHAIR), 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. |
| 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 PERFORM WORK FOR THE CATHOLIC FOUNDATION ALLIANCE (ALLIANCE), A RELATED ENTITY. THE ALLIANCE REIMBURSES THE FOUNDATION FOR A PORTION OF THEIR SALARIES. THE AMOUNT ON LINE 5 OF PART IX REPRESENTS THE PORTION OF OFFICER COMPENSATION THAT IS NOT REIMBURSED BY THE ALLIANCE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: RETURN OF GRANTS FUNDS TREATED AS A CHANGE IN NET ASSETS -798,467 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC FDN REAL PROPERTY HOLDINGS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E FLORIDA AVE 909 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464051529 | EIN |
| Primary Activities | RE Holdings | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| End Of Year Assets | $260,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | catholic fdn | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E FLORIDA AVE 909 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472607386 | EIN |
| Primary Activities | fundraising | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | line 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| the catholic alliance | ||
| b | $375,000 | financials |
| the catholic alliance | ||
| d | $1,087,683 | financials |
| the catholic alliance | ||
| n | $321,582 | prorata expense |
| the catholic alliance | ||
| o | $570,562 | prorata salary |
Comments