2017-11-15T10:43:36-06:00 2016-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2016-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 3801 EAST FLORIDA AVE Suite 909 DENVER CO 80210 DEACON STEVEN STEMPER PRESIDENT 3034689885 2017-11-15 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720173195000003 2017-11-15 P 9FA4587EFF0C3538BA7A022E3664664341CA183B B98F60208C01E221655A9D02B96D47F177C0D12C 2016 2021-01-29 14:40:06Z STEVEN STEMPER 3801 EAST FLORIDA AVE STE 909 DENVER CO 80210 129402073 false X WWW.THECATHOLICFOUNDATION.COM X 1998 CO THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. 14 14 12 25 906934 502357 7789286 6986076 0 0 989919 3878435 0 0 8779205 10864511 9668200 9784346 0 0 825307 671891 0 0 330960 891740 843726 11385247 11299963 -2606042 -435452 121887882 125666803 24459802 28810823 97428080 96855980 X THE FOUNDATION IS CALLED BY JESUS CHRIST: TO PROMOTE THE MISSION OF THE CHURCH IN NORTHERN COLORADO BY ENCOURAGING FINANCIAL STEWARDSHIP; TO FAITHFULLY STEWARD AND DISTRIBUTE FUNDS ENTRUSTED TO THE FOUNDATION; AND TO COOPERATE WITH PARISHES AND OTHER CATHOLIC ORGANIZATIONS TO DEVELOP ADDITIONAL RESOURCES AND SUPPORT. false false 3127889 3127889 0 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 2029481 2006474 0 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. 1922238 1774107 0 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. SEE SCH O, PART III, LINE 4D NARRATIVE 2930413 2875876 0 FOR DETAIL ON OTHER PROGRAMS 2930413 2875876 0 10010021 true true false false false true false false false true true true false false true false false true false false true true false false false false false true false true false false false false false false false false true false false false true true true false false true 4 0 true 12 true true true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X THE ORGANIZATION 3034689885 3801 EAST FLORIDA AVENUE STE 909 DENVER CO 80210 X ARCHBISHOP SAMUEL J AQUILA DIRECTOR 1.0 0.0 X 0 0 0 BOB GROSS VICE CHAIR 1.0 0.0 X 0 0 0 DOMINIC PALAZZO TREASURER thru 9/2016 1.0 1.0 X X 0 0 0 FRAN COMBS DIRECTOR thru 3/2016 1.0 0.0 X 0 0 0 JOE DESPLINTER DIRECTOR 1.0 0.0 X 0 0 0 JOHN ZIMMERMAN DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL JANSEN DIRECTOR 1.0 0.0 X 0 0 0 NANCY BAUMAN DIRECTOR 1.0 0.0 X 0 0 0 NORMA FRANK Chair 1.0 1.0 X 0 0 0 REV RANDY DOLLINS DIRECTOR 1.0 1.0 X 0 0 0 ROBERT ZARLENGO - CHAIRMAN OF THE BOARD THRU 9/2016 1.0 1.0 X X 0 0 0 SAM PERRY DIRECTOR 1.0 0.0 X 0 0 0 TONY CHURCH SECRETARY 1.0 1.0 X X 0 0 0 WILLIAM LEER DIRECTOR 1.0 0.0 X 0 0 0 RANDY HAMMOND DIRECTOR THRU 1/2016 1.0 0.0 X 0 0 0 MARGUERITE HUNTER DIRECTOR THRU 1/2016 1.0 0.0 X 0 0 0 SUZAN LAVELLE DIRECTOR THRU 1/2016 1.0 0.0 X 0 0 0 DEACON MARK SALVATO DIRECTOR THRU 1/2016 1.0 0.0 X 0 0 0 JIM BARON DIRECTOR 1.0 0.0 X 0 0 0 ALLEN ROSS DIRECTOR 1.0 0.0 X 0 0 0 BISHOP JORGE RODRIGUEZ DIRECTOR 1.0 0.0 X 0 0 0 DAVID FANTZ ADMINISTRATIVE OFFICER 13.0 27.0 X 89698 0 13290 STEVEN STEMPER PRESIDENT AND CEO 40.0 20.0 X 193967 0 33532 MICHELLE FEHN - DIRECTOR OF ACCOUNTING AND OPERATIONS 16.0 24.0 X 135793 0 11820 419458 0 58642 2 false true false FIR TREE INC 505 FIFTH AVENUE 23RD FLOOR NEW YORK NY 10017 INVESTMENT MGMT 115752 1 6986076 2434765 6986076 0 1254022 906934 347088 0 0 0 0 0 121161975 118537562 2624413 2624413 2624413 0 0 0 0 0 0 0 0 0 0 10864511 906934 2971501 9780346 9780346 0 4000 4000 0 81851 0 81851 0 0 469719 336036 133683 33683 29483 4200 24172 23045 1127 62466 57440 5026 0 5301 5301 61232 61232 0 0 41819 41819 54280 4111 50169 25850 4010 0 21840 62829 513 29684 32632 47800 47800 0 136215 136215 33537 33537 0 35958 31458 4500 172637 171138 1499 0 45090 45090 44564 33333 11231 DUES/LICENSES/FEES 10963 10963 DEVELOPMENT MARKETING 44246 44246 ROSARIES & PRAYER BOOKS 16681 16681 OTHER 4724 4724 11299963 10010021 958982 330960 243423 387363 3888279 2989048 16789066 12907262 6400 7000 0 0 0 0 124775 118501 0 0 80820 99567 2407064 245281 2228636 2161783 47904419 33760265 50047201 72148331 0 0 0 0 574863 1087683 121887882 125666803 390818 389291 118972 318726 49730 46487 0 0 0 0 0 0 3466669 3466669 0 0 20433613 24589650 24459802 28810823 X 48956346 47236175 47437921 48585992 1033813 1033813 97428080 96855980 121887882 125666803 X -435452 661819 -798467 X false true X true false X 32692933 6120642 8938493 7789286 6986076 62527430 0 0 32692933 6120642 8938493 7789286 6986076 62527430 4929446 57597984 609650 508270 712214 599230 347088 2776452 500083 500083 0 65803965 7652 0.87530 0.89049 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81 136 5033089 1952987 6389752 4385403 31428997 65426983 true true 40768206 3798734 1655941 1908397 44314484 37520915 5917202 -927638 1742273 40768206 34038029 4986117 193166 1696397 37520915 32081688 556161 2930901 1530721 34038029 24113209 6733720 2386034 1151275 32081688 0.08500 0.02300 0.89200 false false 1612000 1612000 110000 110000 69773 21238 48535 504126 171240 332886 111165 52803 58362 2161783 0 0 INVESTMENTS HELD IN TRUST 24589650 24589650 11484511 661819 661819 10822692 41819 41819 10864511 12056611 798467 798467 11258144 41819 41819 11299963 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 South Asia Grantmaking 4000 Central America and the Caribbean Investments 24166475 Central America and the Caribbean Investments 339619 24510094 24510094 true false true true true false SCHEDULE F, PART I, LINE 2 Organization's procedures for monitoring the use of grant funds: From the foundation's policy statement regarding international grant making and the making of grants to certain other organizations, projects and initiatives: project monitoring: the proposed project must include meaningful processes by which the committee or individual designated may assess the project in terms of meeting stated goals, including regular accounting for use of grant funds by the foreign organization recipient and possibly including field investigations after the grant is made. This corporation shall retain the right to withdraw approval of a grant and to receive a refund of any unexpended grant funds in the event that it is determined by said committee or individual that the project is not meeting its stated goals, or that any of the preconditions set forth in the grant are not being satisfied. Wherever feasible, grant funds will be released for specific projects on an as needed basis. SCHEDULE F, PART I, LINE 3(2) DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 24,166,475 SCHEDULE F, PART I, LINE 3(3) DETAIL OF FOREIGN INVESTMENTS: INVESTMENT MANAGEMENT/INCENTIVE FEES 339,619 true Thomas More College of Liberal Arts 6 Manchester St Merrimack NH 030549947 020344073 501(c)(3) 100000 Caring for Our Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(c)(3) 35500 Teaching Our National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 75000 Spreading the Good Taft School 110 Woodbury Rd Watertown CT 06795 060646921 501(c)(3) 6000 Teaching Our Lanteri Center for Ignatius Spirituality 416 22nd St Denver CO 80205 201891947 501(c)(3) 10000 Teaching Our Augustine Institute 6160 South Syracuse Way Greenwood Village CO 80111 202349108 501(c)(3) 579997 Spreading the Good Missionaries of the Poor USA Inc PO Box 29893 Atlanta GA 30359 204553442 501(c)(3) 10000 Teaching Our Colorado Family Action Foundation PO Box 558 Castle Rock CO 80104 205723514 501(c)(3) 16000 Teaching Our DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 07738 222245377 501(c)(3) 15000 Strengthening Our Sophia Institute for Teachers PO Box 5284 Manchester NH 03108 222548708 501(c)(3) 114000 Caring for Our Camilla Hall Nursing Home 1145 King Road Immaculate PA 193450100 231576706 501(c)(3) 16000 Spreading the Good Papal Foundation 150 Monument Road Bala Cynwd PA 19004 232511991 501(c)(3) 130000 Spreading the Good Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(c)(3) 20000 Strengthening Our Catholics Come Home Inc 560 W Crossville Rd Ste 100 Roswell GA 30075 261102557 501(c)(3) 10000 Caring for Our Camp Wojtyla PO Box 528 Berthoud CO 80513 264365733 501(c)(3) 10000 Caring for Our JPII Outdoor Lab PO Box 528 Berthoud CO 80513 264365733 501(c)(3) 30000 Spreading the Good Families of Character 6456 S Quebec Suite 750 Centennial CO 80111 271083135 501(c)(3) 126000 Teaching Our National Catholic Register PO Box 100699 Irondale AL 35210 274581132 501(c)(3) 10000 Spreading the Good Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(c)(3) 64250 Teaching Our Association for the Promotion of the Apostolate 3290 W Milan Avenue Englewood CO 80110 274663351 501(c)(3) 63000 Teaching Our In Ipso 8818 W Glasgow Pl Littleton CO 80128 275196942 501(c)(3) 9000 Teaching Our St Patrick Catholic Community 10815 N 84th St Scottsdale AZ 85260 300514891 501(c)(3) 30000 Spreading the Good Adams County Emergency Food Bank 7111 E 56th Ave Commerce City CO 80022 300754165 501(c)(3) 20000 Teaching Our Catholic Radio Network 201 N Industrial Park Road Excelsior Springs MO 64024 320081587 501(c)(3) 49250 Caring for Our John Carroll University 1 John Carroll Blvd Cleveland OH 44118 340714681 501(c)(3) 10000 Teaching Our Lake Catholic High School 6733 Reynolds Road Mentor OH 44060 341054185 501(c)(3) 10000 Caring for Our University of Notre Dame 1251 N Eddy Street Suite 300 South Bend IN 466171403 350868188 501(c)(3) 10000 Teaching Our Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(c)(3) 15000 Spreading the Good Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 7500 Strengthening Our Academy of Our Lady of Lourdes Sisters 1001 14th St NW Rochester MN 55901 410695522 501(c)(3) 14000 Teaching Our Metal of Honor Fund 1310 W Evans Ave Denver CO 80223 421613033 501(c)(3) 40000 Teaching Our Lalmba 1000 Corey St Longmont CO 80501 436057388 501(c)(3) 28000 Teaching Our Divine Mercy Academy PO Box 10658 Bozeman MT 59719 460532968 501(c)(3) 100000 Teaching Our Marian Community of Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(c)(3) 52500 Preparing Our OneBillionStories 4324 S Jason St Englewood CO 80110 460922781 501(c)(3) 6500 Teaching Our Divine Mercy Supportive Care Inc 303 South Broadway Suite 220 Denver CO 80209 461777911 501(c)(3) 182000 Teaching Our Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 94750 Strengthening Our Children of the Dust Charity PO Box 471058 Aurora CO 80047 463008410 501(c)(3) 12000 Teaching Our The Catholic Alliance 3801 E Florida Ave 909 Denver CO 80210 472607386 501(c)(3) 375000 Teaching Our Karibu Sana Friends of Carmelite Missions 8200 S Quebec St Centennial CO 80112 472645129 501(c)(3) 7500 Teaching Our Diocese of Phoenix 400 E Monroe St Phoenix AZ 85004 530196617 501(c)(3) 5000 Strengthening Our Creighton University 2500 California Plaza Omaha NE 68178 530196617 501(c)(3) 10000 Teaching Our Oblates of the Virgin Mary 2 Ipswich Street Boston MA 02215 530196617 501(c)(3) 18000 Spreading the Good Institute for Catholic Liberal Education PO Box 4638 Ventura CA 93007 541607202 501(c)(3) 25000 Spreading the Good Dominican Sisters St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 12500 Teaching Our Alternatives Pregnancy Center 1440 Blake St Suite 200 Denver CO 802021475 742218129 501(c)(3) 10000 Caring for Our Providence Network 801 Logan St Denver CO 80203 742505406 501(c)(3) 7500 Caring for Our All Souls Catholic Church 4950 S Logan St Englewood CO 801139847 800010721 501(c)(3) 58000 Spreading the Good Zarlengo Foundation 7100 W 44th Ave Wheatridge CO 80033 800015548 501(c)(3) 10000 Teaching Our St Ignatius of Antioch Parish-Rangely 109 S Ssanolind Ave Rangely CO 81648 800015811 501(c)(3) 10000 Spreading the Good Holy Family Meeker Parish 889 Park Avenue Meeker CO 81641 800015811 501(c)(3) 15000 Spreading the Good St Michael Craig Parish 678 School St Craig CO 81625 800015811 501(c)(3) 18307 Spreading the Good Courage International Inc 8 Leonard Street Norwalk CT 06850 800615570 501(c)(3) 50000 Spreading the Good ENDOW 6160 Syracuse Way Suite B110 Greenwood Village CO 80111 830362209 501(c)(3) 27800 Caring for Our Wyoming Catholic College PO Box 750 Lander WY 82520 830434307 501(c)(3) 155000 Teaching Our Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(c)(3) 40000 Teaching Our Holy Ghost Catholic Church 1900 California St Denver CO 80202 840402681 501(c)(3) 130750 Spreading the Good Regis University 3333 Regis Blvd B-16 Denver CO 80221 840402707 501(c)(3) 17500 Caring for Our St James Catholic School 1414 Newport St Denver CO 80220 840402708 501(c)(3) 50000 Teaching Our St Francis de Sales Catholic School 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 50000 Spreading the Good Sacred Heart of Jesus Catholic School 1318 Mapleton Avenue Boulder CO 80304 840404918 501(c)(3) 10000 Caring for Our Good Shepherd Catholic School 620 Elizabeth Street Denver CO 80206 840404921 501(c)(3) 10000 Spreading the Good Mount Saint Vincent Home 4159 Lowell Blvd Denver CO 80211 840405260 501(c)(3) 25000 Spreading the Good St Louis Parish 3310 S Sherman St Englewood CO 80113 840406817 501(c)(3) 5000 Spreading the Good St Louis Catholic Church 3310 South Sherman St Englewood CO 80113 840406817 501(c)(3) 19135 Spreading the Good St Joseph Church 300 W Mountain Ave Ft Collins CO 80521 840413978 501(c)(3) 13800 Caring for Our Cathedral Basilica of Immaculate Conception 1535 Logan St Denver CO 80203 840421938 501(c)(3) 61000 Caring for Our Our Lady of Lourdes Catholic School 2256 SO Logan St Denver CO 80210 840421979 501(c)(3) 75000 Spreading the Good Holy Name Parish 3290 W Milan Ave Englewood CO 80110 840422002 501(c)(3) 100000 Spreading the Good St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 76000 Spreading the Good St Bernadette Catholic School 7240 W 12th Ave Denver CO 80215 840431890 501(c)(3) 50000 Spreading the Good St Catherine of Siena School 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 31000 Caring for Our Most Precious Blood Catholic School 2250 S Harrison Denver CO 80210 840439518 501(c)(3) 43000 Caring for Our Sts Peter and Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 25000 Strengthening Our Our Lady of Assumption Catholic School 2361 E 78th Av Denver CO 80229 840449275 501(c)(3) 35000 Caring for Our St Pius X Grade School 13680 E 14th Place Denver CO 80011 840457083 501(c)(3) 10000 Spreading the Good St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 135000 Caring for Our St Therese Catholic School 1200 Kenton St Aurora CO 80010 840469539 501(c)(3) 30000 Spreading the Good Holy Trinity Catholic School 7595 Federal Blvd Westminster CO 80030 840469648 501(c)(3) 50000 Spreading the Good Religious Sisters of Mercy 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 7500 Spreading the Good AOD - Catholic Biblical School 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 8500 Teaching Our AOD - Office of Hispanic Ministries 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 25000 Charity/Aid AOD - Office of the Archbishop 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 50000 Charity/Aid AOD - Office of Envangelization & Family 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 57560 Charity/Aid AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 75000 Charity/Aid AOD - JPII Center Assistance 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 100000 AOD - Archbishop Catholic Appeal PO Box 100316 Denver CO 80250 840499858 501(c)(3) 176500 AOD - Office of Catholic Schools 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 192365 AOD - Emergency Grants to Parishes 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 273743 Archdiocese of Denver 1300 South Steele Street Denver CO 80210 840499858 501(c)(3) 375000 Shrine of St Anne 7555 Grant Pl Arvada CO 80002 840508778 501(c)(3) 20000 Nativity of Our Lord Catholic School 900 W Midway Blvd Broomfield CO 80020 840514655 501(c)(3) 11683 Guardian Angels Catholic School 1843 W 52nd Ave Denver CO 80221 840518957 501(c)(3) 51000 Annunciation Catholic Church 1408 E 36th Avenue Denver CO 80205 840522064 501(c)(3) 5000 Annunciation Catholic School 3536 Lafayette St Denver CO 80205 840522064 501(c)(3) 67000 Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 35500 St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(c)(3) 35000 St Cajetan Catholic Parish 299 S Stuart St Denver CO 80219 840563816 501(c)(3) 12599 Our Lady of Fatima Parish 1985 Miller St Lakewood CO 80215 840569526 501(c)(3) 17000 St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 98610 Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 10250 Catholic Charities - Regina Caeli 6240 Smith Road Denver CO 80216 840686679 501(c)(3) 10250 Catholic Charities - Beacon of Hope PO Box 100728 Denver CO 802500728 840686679 501(c)(3) 14500 Catholic Charities - Fr Ed Judy House PO Box 100728 Denver CO 802500728 840686679 501(c)(3) 67917 Catholic Charities - Lighthouse PO Box 100728 Denver CO 802500728 840686679 501(c)(3) 77500 Catholic Charities - Marisol Home PO Box 100728 Denver CO 802500728 840686679 501(c)(3) 156000 Catholic Charities - Samaritan House PO Box 100728 Denver CO 802500728 840686679 501(c)(3) 189167 Catholic Charities & Community Services 4045 Pecos St Denver CO 80210 840686679 501(c)(3) 281382 Regis Jesuit High School - Boys Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 12500 Regis Jesuit High School - Girls Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 12500 St Clare of Assisi Catholic School 31622 US Highway 6 Edwards CO 81632 841237387 501(c)(3) 10000 Boys Hope Girls Hope 7060 E Hampden Ave Suite 203 Denver CO 80224 841239769 501(c)(3) 12500 Seeds of Hope 3801 E Florida Ave Denver CO 80210 841437053 501(c)(3) 140250 AOD - St John vianney Seminary 1300 S Steele St Denver CO 80210 841437053 501(c)(3) 266133 Father Woody's Haven of Hope 1101 W 7th Ave Denver CO 80204 841479555 501(c)(3) 6000 Bishop Machebeuf High School PO Box 100676 Denver CO 802500676 841490220 501(c)(3) 249992 Holy Family High School PO Box 100337 Denver CO 802500337 841490222 501(c)(3) 28250 St John VianneyRedemptors Mater Annual Sem Appea 3801 E Florida Ave Denver CO 80210 841495066 501(c)(3) 5000 AOD - Office of Vocations 1300 S Steele St Denver CO 80210 841495066 501(c)(3) 5208 AOD - TV Mass 1300 S Steele St Denver CO 80210 841495066 501(c)(3) 46175 St John Vianney Theological Seminary 1300 S Steele St Denver CO 80210 841495066 501(c)(3) 1420113 Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 775010 ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(c)(3) 16000 JK Mullen HIgh School 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 12500 St Louis Catholic School - Louisville 902 Grant Ave Louisville CO 80027 846012535 501(c)(3) 30000 Rachel's Vineyard of Colorado 4147 Centennial Dr Broomfield CO 80023 900115001 501(c)(3) 10000 University of San Diego 5998 Alcala park San Diego CA 92110 952544535 501(c)(3) 10000 99 Schedule I, Part I, Question 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: Following approval of a grant, a grant award letter and general grant terms, conditions, and understandings, together with the award check is sent to each recipient. The grant award letter and terms and conditions (which together constitute the grant agreement) outline the specific award stipulations including the purpose for which the funds are to be used, the length of the grant period, and required expenditure reporting after the close of the grant period, if any. Grantee deposit of the award check indicates acceptance of the grant's terms and conditions, and affirm their tax-exempt status. The terms and conditions of accepting foundation grant funds also require grant recipients to report any change to their tax exempt status during the grant term. Furthermore, recipients must submit written requests in advance to change the grant purpose or if the funds are unexpended within the grant period. X X X X false false false false false false false false true true STEVEN STEMPER PRESIDENT AND CEO 193967 0 0 0 0 0 11638 0 21894 0 227499 0 0 0 SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: STEVEN STEMPER'S CURRENT COMPENSATION IS COVERED BY HIS INITIAL CONTRACT OF NOVEMBER 2012. PLEASE SEE SCHEDULE O, PART VI, QUESTION 15A NARRATIVE FOR MORE INFORMATION. X 62 2424327 SALES PRICE X 5 8656 MARKET VALUE X ROSARIES 3 1782 MARKET VALUE false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: THE CATHOLIC FOUNDATION ENGAGES REAL ESTATE PROFESSIONALS WHO EITHER VOLUNTEER THEIR SERVICES OR ENTER A CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION IN ORDER TO SELL REAL ESTATE THAT IS DONATED TO THE FOUNDATION. SCHEDULE M, PART I, COLUMN B THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4D Description of other program services: The Catholic Foundation cares for the community by making grants to charitable organizations helping to bring the light of Christ to the poor and broken in our world. The Foundation strengthens parishes throughout northern Colorado, through grants providing operating support and capital needs. In addition, the Foundation assists in the establishment of Parish Funds to facilitate the Parish's planned giving efforts. Expenses of $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 THE CATHOLIC FDN REAL PROPERTY HOLDINGS 3801 E FLORIDA AVE 909 Denver CO 80210 464051529 RE Holdings CO 260000 catholic fdn THE CATHOLIC ALLIANCE 3801 E FLORIDA AVE 909 DENVER CO 80210 472607386 fundraising CO 501(C)(3) line 9 CATHOLIC FDN true false true false true false false false false false false false true true true true true true false false the catholic alliance b 375000 financials the catholic alliance d 1087683 financials the catholic alliance n 321582 prorata expense the catholic alliance o 570562 prorata salary