2016-11-11T13:25:58-06:00 2015-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2015-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 3801 EAST FLORIDA AVE SUITE 909 DENVER CO 80210 DEACON STEVEN STEMPER PRESIDENT 3034689885 2016-11-15 true David S Mason CPA P00290681 7194714290 2015 2017-02-10 21:41:12Z STEVEN STEMPER 3801 EAST FLORIDA AVE STE 909 DENVER CO 80210 33439913 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. 18 18 13 25 -26103 -26103 8938493 7789286 0 0 2548139 989919 0 0 11486632 8779205 15226344 9668200 0 0 864480 825307 0 0 354622 980710 891740 17071534 11385247 -5584902 -2606042 129166997 121887882 26453387 24459802 102713610 97428080 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 2554223 2554223 0 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 2095586 2066405 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. 1922123 1776123 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. 3292619 3271449 0 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 3292619 3271449 0 9864551 true true false false false true false false false true true true false false true false true false 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 X 5 0 true 13 true true true false false false false false true 1 false false false false false false X 18 18 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 ARCHBISHOP SAMUEL J AQUILA DIRECTOR 1.0 0.0 X 0 0 0 BOB GROSS DIRECTOR 1.0 0.0 X 0 0 0 DEACON MARK SALVATO DIRECTOR 1.0 0.0 X 0 0 0 DOMINIC PALAZZO TREASURER 1.0 1.0 X X 0 0 0 FRAN COMBS DIRECTOR 1.0 0.0 X 0 0 0 JOE DESPLINTER DIRECTOR 1.0 0.0 X 0 0 0 JOSEPH TALARICO DIRECTOR 1.0 0.0 X 0 0 0 MARGUERITE HUNTER 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 DIRECTOR 1.0 1.0 X 0 0 0 RANDY HAMMOND DIRECTOR 1.0 0.0 X 0 0 0 REV RANDY DOLLINS DIRECTOR 1.0 1.0 X 0 0 0 ROBERT ZARLENGO CHAIRMAN OF THE BOARD 1.0 1.0 X X 0 0 0 SAM PERRY DIRECTOR 1.0 0.0 X 0 0 0 SUZAN LAVELLE 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 DAVID FANTZ ADMINISTRATIVE OFFICER 13.0 27.0 X 87320 0 13417 STEVEN STEMPER PRESIDENT AND CEO 40.0 20.0 X 190261 0 48599 Michelle Fehn - Director of Accounting & Operations 40.0 0.0 X 111673 0 10198 389254 0 72214 2 false true false FIR TREE INC 505 FIFTH AVENUE 23RD FLOOR NEW YORK NY 10017 INVESTMENT MGMT 127817 TREMBLANT CAPITAL GROUP 767 FIFTH AVENUE FLOOR 12A NEW YORK NY 10153 INVESTMENT MGMT 105292 2 7789286 2830477 7789286 0 573127 -26103 599230 0 0 0 0 0 24667500 410000 24219103 441605 448397 -31605 416792 416792 0 0 0 0 8779205 -26103 1016022 9635200 9635200 0 33000 33000 0 90962 0 90962 0 0 617470 483787 133683 28643 24443 4200 30106 28979 1127 58126 51931 6195 0 46549 8767 37782 50540 50540 0 0 134789 134789 65256 10395 54861 13929 13929 88102 1224 41625 45253 29626 29626 0 88356 88356 23377 23377 0 18261 5942 12319 175315 175182 133 0 98882 98882 4098 4098 GIFTS 2889 2889 DUES/LICENSES/FEES 9930 9930 DEVELOPMENT MARKETING 21896 21896 ROSARIES & PRAYER BOOKS 19945 19945 11385247 9864551 1166074 354622 X 475579 243423 5538065 3888279 22460988 16789066 6400 6400 0 0 0 0 0 124775 0 0 179257 80820 2481849 253213 885035 2228636 52027689 47904419 47593984 50047201 0 0 0 0 0 574863 129166997 121887882 259693 390818 1118479 118972 52973 49730 0 0 0 0 0 0 3600002 3466669 0 0 21422240 20433613 26453387 24459802 X 51528227 48956346 50151570 47437921 1033813 1033813 102713610 97428080 129166997 121887882 -2606042 -2679488 X false true X true false X 6002246 32692933 6120642 8938493 7789286 61543600 0 0 6002246 32692933 6120642 8938493 7789286 61543600 4153695 57389905 474541 609650 508270 712214 599230 2903905 0 0 64447505 7652 0.89049 0.88461 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68 3571496 5016159 31343657 true true 37520915 5917202 -927638 1742273 40768206 34038029 4986117 193166 1696397 37520915 32081688 556161 2930901 1530721 34038029 24113209 6733720 2386034 1151275 32081688 25326152 191238 -138802 1265379 0 24113209 0.09250 0.02540 0.88210 false false 1612000 1612000 110000 110000 172542 117179 55363 465142 98250 366892 122165 37784 84381 2228636 0 0 INVESTMENTS HELD IN TRUST 20433613 20433613 5964928 -2679488 -2679488 8644416 134789 134789 8779205 11250458 11250458 134789 134789 11385247 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. true Central America and the Caribbean Investments 30370455 South Asia Grantmaking 13000 Europe (Including Iceland and Greenland) Grantmaking 20000 30403455 30403455 South Asia 13000 WIRE TRNSFR Europe (Including Iceland and Greenland) 10000 WIRE TRNSFR Europe (Including Iceland and Greenland) 10000 WIRE TRNSFR 3 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 DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 29,952,113 INVESTMENT MANAGEMENT FEES 418,342 TOTAL 30,370,455 true Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(C)(3) 10000 Caring for Our ACE Scholarships 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(C)(3) 25000 Teaching Our ACE Scholarships- Montana 1201 E Colfax Ave Suite 302 Denver CO 80218 841531066 501(C)(3) 10000 Spreading the Good Annunciation Catholic Church 1408 E 36th Avenue Denver CO 80205 840522064 501(C)(3) 46166 Teaching Our Annunciation Catholic School 3536 Lafayette St Denver CO 80205 840522064 501(C)(3) 127250 Teaching Our Archdiocese of Denver 1300 South Steele Street Denver CO 80210 840499858 501(C)(3) 525000 Spreading the Good AOD - Archbishop Catholic Appeal 3801 E Florida Ave Denver CO 80210 840499858 501(C)(3) 82500 Teaching Our AOD - Emergency Grants to Parishes 1300 S Steele St Denver CO 80210 840499858 501(C)(3) 280417 Teaching Our AOD - Holy Trinity Center 1300 S Steele St Denver CO 80210 840499858 501(C)(3) 96490 Strengthening Our AOD - JPII Center Assistance 1300 S Steele Street Denver CO 80210 840499858 501(C)(3) 100000 Caring for Our AOD - Office of Catholic Schools 1300 S Steele St Denver CO 80210 840499858 501(C)(3) 198462 Spreading the Good AOD - Office of Envangelization & Family 1300 S Steele Street Denver CO 80210 840499858 501(C)(3) 63233 Spreading the Good AOD - Office of the Archbishop 1300 S Steele Street Denver CO 80210 840499858 501(C)(3) 50000 Strengthening Our AOD - Priest Assistance 1300 S Steele St Denver CO 80210 840499858 501(C)(3) 35000 Caring for Our Centro San Juan Diego 2830 Lawrence St Denver CO 80205 840499858 501(C)(3) 10000 Caring for Our AOD - Denver Catholic Flocknote 1300 S Steele St Denver CO 80210 841487058 501(C)(3) 5000 Spreading the Good AOD- Sealed and Sent Event 1300 S Steele St Denver CO 80210 841487058 501(C)(3) 5000 Teaching Our Christian LIfe Movement 6251 W Alamo Dr Littleton CO 80123 841487058 501(C)(3) 15250 Spreading the Good AOD - Office of Vocations 1300 S Steele St Denver CO 80210 841495066 501(C)(3) 5680 Teaching Our AOD - TV Mass 1300 S Steele St Denver CO 80210 841495066 501(C)(3) 46175 Teaching Our St John Vianney Theological Seminary 1300 S Steele St Denver CO 80210 841495066 501(C)(3) 1781226 Teaching Our Arrupe Jesuit High School 4343 Utica Street Denver CO 80212 020628872 501(C)(3) 24500 Spreading the Good Association for the Promotion of the Apostolate 3290 W Milan Avenue Englewood CO 80110 274663351 501(C)(3) 79500 Teaching Our Assumption of the Blessed Virgin Mary 2361 E 78th Ave Denver CO 80229 840449275 501(C)(3) 25000 Caring for Our Our Lady of Assumption Catholic School 2361 E 78th Ave Denver CO 80229 840449275 501(C)(3) 25000 Teaching Our Augustine Institute 6160 South Syracuse Way Greenwood Village CO 80111 202349108 501(C)(3) 91110 Caring for Our Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(C)(3) 117000 Teaching Our Bishop Machebeuf High School 458 N Uinta Way Denver CO 80230 841490220 501(C)(3) 229351 Spreading the Good Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(C)(3) 40000 Strengthening Our Boys Hope Girls Hope 7060 E Hampden Ave Suite 203 Denver CO 80224 841239769 501(C)(3) 12500 Teaching Our Brent Eley Foundation dba Brent's Place 11980 E 16th Ave Aurora CO 80010 841387528 501(C)(3) 20000 Teaching Our Camilla Hall Nursing Home PO Box 100 Immaculata PA 193450100 231576706 501(C)(3) 15000 Teaching Our Camp Wojtyla PO Box 528 Berthoud CO 80513 264365733 501(C)(3) 17500 Teaching Our JPII Outdoor Lab PO Box 528 Berthoud CO 80513 264365733 501(C)(3) 10000 Preparing Our Capuchin Province of Mid-America 3613 Wyandot Street Denver CO 80211 481238921 501(C)(3) 37500 Teaching Our Cathedral Basilica of the Immaculate Conception 1535 Logan St Denver CO 80203 840421938 501(C)(3) 10000 Teaching Our Catholic Charities - Circles Program 4045 Pecos St Denver CO 80211 840686679 501(C)(3) 5000 Strengthening Our Catholic Charities - Fr Ed Judy House 3801 E Florida Ave Denver CO 80210 840686679 501(C)(3) 65000 Teaching Our Catholic Charities - Lighthouse 3801 E Florida Ave Denver CO 80210 840686679 501(C)(3) 58250 Teaching Our Catholic Charities - Real Choices 4045 Pecos St Denver CO 80211 840686679 501(C)(3) 10000 Teaching Our Catholic Charities - Regina Caeli 4045 Pecos St Denver CO 80211 840686679 501(C)(3) 275500 Strengthening Our Catholic Charities - Samaritan House 3801 E Florida Ave Denver CO 80210 840686679 501(C)(3) 63800 Teaching Our Catholic Charities - Shelters 4045 Pecos St Denver CO 80211 840686679 501(C)(3) 10000 Spreading the Good Catholic Charities & Community Services 3801 E Florida Ave Denver CO 80210 840686679 501(C)(3) 416788 Spreading the Good Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(C)(3) 67500 Teaching Our Catholics Come Home Inc 560 W Crossville Rd Ste 100 Roswell GA 30075 261102557 501(C)(3) 20000 Caring for Our Children of the Dust Charity PO Box 471058 Aurora CO 80047 463008410 501(C)(3) 10000 Spreading the Good Christ In The City 605 W 6th Ave Denver CO 80204 274663181 501(C)(3) 138500 Teaching Our Colorado Family Action Foundation PO Box 558 Castle Rock CO 80104 205723514 501(C)(3) 18500 Spreading the Good Congo Relief Mission 1251 W Long Ct Littleton CO 80120 841376317 501(C)(3) 20000 Spreading the Good DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 07738 222245377 501(C)(3) 15000 Spreading the Good Diocese of Phoenix 400 E Monroe St Phoenix AZ 85004 530196617 501(C)(3) 10000 Caring for Our Divine Mercy Academy PO Box 10658 Bozeman MT 59719 460532968 501(C)(3) 100000 Teaching Our Divine Mercy Supportive Care Inc 303 South Broadway Suite 220 Denver CO 80209 461777911 501(C)(3) 135750 Teaching Our Dominican Home Health Agency 2501 Gaylord Street Denver CO 80205 840567786 501(C)(3) 33000 Spreading the Good Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(C)(3) 17500 Caring for Our Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(C)(3) 30000 Teaching Our ENDOW 6021 S Syracuse Way Suite 220 Greenwood Village CO 80111 830362209 501(C)(3) 32500 Spreading the Good Faith and Reason Institute PO Box 539 Warner NH 03278 522197517 501(C)(3) 40000 Caring for Our Families of Character 6456 S Quebec Suite 750 Centennial CO 80111 271083135 501(C)(3) 65000 Spreading the Good Father Woody's Haven of Hope 1101 W 7th Ave Denver CO 80204 841479555 501(C)(3) 11000 Spreading the Good Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(C)(3) 256873 Spreading the Good Georgetown University Po Box 571168 Washington DC 200571168 530196603 501(C)(3) 75000 Spreading the Good Guardian Angels Catholic School 1843 W 52nd Ave Denver CO 80221 840518957 501(C)(3) 50000 Caring for Our Holy Family High School 5195 W 144th Ave Broomfield CO 80020 841490222 501(C)(3) 81000 Caring for Our Holy Trinity Catholic School 7595 Federal Blvd Westminster CO 80030 840469648 501(C)(3) 60000 Spreading the Good In Ipso 8818 W Glasgow Pl Littleton CO 80128 275196942 501(C)(3) 12500 Spreading the Good JK Mullen HIgh School 3601 S Lowell Blvd Denver CO 80236 846005720 501(C)(3) 18000 Spreading the Good Karibu Sana Friends of Carmelite Missions TZ 8200 S Quebec St Centennial CO 80112 472645129 501(C)(3) 7500 Spreading the Good Lanteri Center for Ignatius Spirituality 416 22nd St Denver CO 80205 201891947 501(C)(3) 10500 Caring for Our Light of the World Catholic Church 10316 W Bowles Avenue Littleton CO 80127 840891806 501(C)(3) 28091 Caring for Our Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(C)(3) 8500 Strengthening Our Marian Community of Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(C)(3) 12000 Spreading the Good Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(C)(3) 15000 Caring for Our Missionaries of the Poor USA Inc PO Box 29893 Atlanta GA 30359 204553442 501(C)(3) 10000 Spreading the Good Most Precious Blood Catholic School 2250 S Harrison Denver CO 80210 840439518 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 National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(C)(3) 50000 Teaching Our NCCF-MEF - Evangeline Fund 1321 Generals Highway Crownsville MD 21032 522038242 501(C)(3) 100000 Charity/Aid Our Lady of Lourdes Catholic School 2256 SO Logan St Denver CO 80210 840421979 501(C)(3) 30000 Charity/Aid Papal Foundation 150 Monument Road Bala Cynwd PA 19004 232511991 501(C)(3) 101476 Charity/Aid Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(C)(3) 15000 Charity/Aid Providence Network 801 Logan St Denver CO 80203 742505406 501(C)(3) 7500 Queen of Peace Catholic Church 13120 E Kentucky Ave Aurora CO 80012 840591394 501(C)(3) 83843 Real Life Catholic 6160 S Syracuse Way Suite 8225 Greenwood Village CO 80111 455489172 501(C)(3) 50900 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 Regis University 3333 Regis Blvd B-16 Denver CO 80221 840402707 501(C)(3) 22500 Religious Sisters of Mercy 1300 S Steele St Denver CO 80210 382350857 501(C)(3) 7500 Seeds of Hope 3801 E Florida Ave Denver CO 80210 841437053 501(C)(3) 254500 Sisters of Life 2771 Zenobia St Denver CO 80212 061579167 501(C)(3) 19800 Society of St Vincent de Paul 2250 S Harrison St Denver CO 80210 846032037 501(C)(3) 20100 St Anthony Catholic Church 326 S 3rd St Sterling CO 80751 840461557 501(C)(3) 145253 St Bernadette Catholic School 7240 W 12th Ave Denver CO 80215 840431890 501(C)(3) 40000 St Catherine of Siena School 4200 Federal Blvd Denver CO 80211 840438235 501(C)(3) 30000 St Francis de Sales Catholic School 301 S Sherman St Denver CO 80209 840404268 501(C)(3) 55000 St James Catholic School 1414 Newport St Denver CO 80220 840402708 501(C)(3) 50000 St Louis Catholic Church 3310 South Sherman St Englewood CO 80113 840406817 501(C)(3) 32367 St Louis Catholic School 3310 S Sherman St Englewood CO 80113 840406817 501(C)(3) 65000 St Mary Catholic Church 2222 23rd Ave Greeley CO 80634 840559660 501(C)(3) 23000 St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(C)(3) 35000 St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(C)(3) 35000 St Therese Catholic School 1200 Kenton St Aurora CO 80010 840469539 501(C)(3) 10000 St Thomas Apostle Catholic Church PO Box 549 Quincy FL 32353 592589924 501(C)(3) 12500 St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(C)(3) 106800 St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(C)(3) 95057 Sts Peter and Paul Catholic Parish 3900 Pierce St Wheatridge CO 80033 840430715 501(C)(3) 64148 Sts Peter and Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(C)(3) 20000 The Catholic Cloudcom 6160 S Syracuse Way Greenwood Village CO 80111 455127951 501(C)(3) 91000 The Foundation for the Diocese of Helena PO Box 1729 Helena MT 596241729 810449307 501(C)(3) 100000 Thomas More College of Liberal Arts 6 Manchester St Merrimack NH 03054 020344073 501(C)(3) 75000 Twin Parishes Food Bank 3663 Humboldt St Denver CO 80205 840522064 501(C)(3) 20500 Wings Over The Rockies 7711 E Academy Blvd Denver CO 80230 840931491 501(C)(3) 10000 Wyoming Catholic College 306 Main St Lander WY 82520 830434307 501(C)(3) 226000 Zarlengo Foundation 7100 W 44th Ave Wheatridge CO 80033 800015548 501(C)(3) 10000 89 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 190261 0 0 0 0 0 11416 0 37183 0 238860 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 32 1022197 SALES PRICE X 1 1500000 appraisal X 1 260000 APPRAISAL X 7 650 MARKET VALUE X JEWELRY 1 45200 APPRAISAL X ROSARIES 2 2430 MARKET VALUE 1 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 $3,292,619 including grants of $3,271,449. 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 HUELE, THEN CHAIRMAN OF THE BOARD OF TRUSTEES, WAS RESPONSIBLE FOR THE DRAFTING AND REVIEW OF THE CEO EMPLOYMENT AGREEMENT. MR. HUELE 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 compensation of other officers and key employees is determined by the President. In making this determination, the President relies on appropriate comparability data. 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. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 3801 E FLORIDA AVE 909 Denver CO 80210 464051529 RE Holdings CO 0 260000 catholic fdn THE CATHOLIC FDN 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 foundation alliance b 750000 financials the catholic foundation alliance d 574863 financials the catholic foundation alliance n 321584 prorata expense the catholic foundation alliance o 570557 prorata salary