THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CATHOLIC FOUNDATION OF NORTH GEORGIA INC (EIN 58-2008930)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-08
- IRS object ID
- 201640689349300509
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-08T08:49:46-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4360 CHAMBLEE DUNWOODY RD STE 420 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582008930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC FOUNDATION OF N GA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4044979440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY ROAD SUITE 750 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY COVENY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4044979440 | PhoneNum |
| Signature | 2016-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY H BOTELER | PreparerPersonNm |
| PTIN | P00052048 | PTIN |
| Phone | 7704576606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY COVENY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY ROAD SUITE 750 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,188,706 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNGA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE FOUNDATION IS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY THROUGH THE (CONTINUED FROM 990, PAGE 1) EFFECTIVE LONG-TERM FINANCIAL MANAGEMENT OF ENDOWMENT FUNDS AND THE ENCOURAGEMENT OF STEWARDSHIP. ONE OF THE PRIMARY WAYS IN WHICH WE ACCOMPLISH OUR MISSION IS BY RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,379,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,347,978 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,724 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,296,817 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,911,419 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,721,916 | PYTotalRevenueAmt |
| CY Total Revenue | $9,308,121 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $907,714 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,346,434 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $309,940 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $351,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $212,604 | PYOtherExpensesAmt |
| CY Other Expenses | $184,962 | CYOtherExpensesAmt |
| PY Total Expenses | $1,430,258 | PYTotalExpensesAmt |
| CY Total Expenses | $1,883,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,291,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,425,083 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,770,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,533,107 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,863,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,330,615 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,907,010 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,202,492 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FOUNDATION IS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY THROUGH THE EFFECTIVE LONG-TERM FINANCIAL MANAGEMENT OF ENDOWMENT FUNDS AND THE ENCOURAGEMENT OF STEWARDSHIP. ONE OF THE PRIMARY WAYS IN WHICH WE ACCOMPLISH OUR MISSION IS BY (CONTINUED FROM 990, PAGE 2) RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,443,889 | ExpenseAmt |
| Grant | $1,346,434 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES,SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE OF ATLANTA. PROVIDE GRANTS TO ALL CATHOLIC SCHOOLS IN THE ARCHDIOCESE OF ATLANTA FROM THE CONRADS FAMILY EDUCATION FUND. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,216 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDE PLANNED GIVING AND ENDOWMENT BUILDING SERVICES,INCLUDING EDUCATION, MAILINGS, TRAINING, PUBLIC SPEAKING TO PARISH AND SCHOOL GROUPS, AND ONE-ON-ONE MEETINGS WITH PARISHIONERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,216 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $48,724 | RevenueAmt |
| Desc | RECEIVE AND MANAGE ENDOWMENT AND CUSTODIAN FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. THE FOUNDATION SERVES AS THE CUSTODIAN OF INVESTMENT FUNDS FOR OTHER CATHOLIC NONPROFIT ORGANIZATIONS. FOR BOTH ENDOWMENT AND CUSTODIAN FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,604,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH BELDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4044979440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY ROAD SUITE 750 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP WILTON D GREGORY | |||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $34,169 | $45,333 | |
| DAVID SPOTANSKI | |||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $152,070 | $21,435 | |
| MSGR DAN STACK | |||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $38,238 | $36,495 | |
| ALAN S NEELY | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE PERRY | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLARENCE H SMITH | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID G DAHM | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FREDERICK HOLZGREFE III | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| H HAMILTON SMITH | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES E WINCHESTER JR | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LANIER | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY K HAIDET | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN MONROE | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN RIPOLL | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MA LEDLIE | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN COTE | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CHRISTOPHER | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY HUMANN JUDSON | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL L KEOUGH | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL PETRIK | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY E PETERMAN | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY KEMPER | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VICTOR I SANCHEZ | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM M RICH | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R CORTEZ | |||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE DUQUETTE | |||||||
| FORMER DIR - PLANNED GIVING | 24.00 | 0.00 | $53,942 | $0 | $15,656 | Yes (X) | |
| NANCY COVENY | |||||||
| EXEC. DIRECTOR | 40.00 | 0.00 | $115,044 | $0 | $19,423 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $168,986 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $224,477 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,607,602 | RelatedOrganizationsAmt |
| All Other Contributions | $2,740,376 | AllOtherContributionsAmt |
| Noncash Contributions | $30,052 | NoncashContributionsAmt |
| Total Contributions | $6,347,978 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND MANAGEMENT FEES | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $48,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,724 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,724 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,184,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,184,459 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,607,545 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,880,585 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,726,960 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,726,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,726,960 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,308,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,960,143 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,434 | TotalAmt |
| Program Services | $1,346,434 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,036 | TotalAmt |
| Program Services | $123,022 | ProgramServicesAmt |
| Management And General | $41,007 | ManagementAndGeneralAmt |
| Fundraising | $41,007 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,072 | TotalAmt |
| Program Services | $49,242 | ProgramServicesAmt |
| Management And General | $16,415 | ManagementAndGeneralAmt |
| Fundraising | $16,415 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,959 | TotalAmt |
| Program Services | $8,975 | ProgramServicesAmt |
| Management And General | $2,992 | ManagementAndGeneralAmt |
| Fundraising | $2,992 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,424 | TotalAmt |
| Program Services | $17,054 | ProgramServicesAmt |
| Management And General | $5,685 | ManagementAndGeneralAmt |
| Fundraising | $5,685 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,151 | TotalAmt |
| Program Services | $12,691 | ProgramServicesAmt |
| Management And General | $4,230 | ManagementAndGeneralAmt |
| Fundraising | $4,230 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,154 | TotalAmt |
| Management And General | $7,577 | ManagementAndGeneralAmt |
| Fundraising | $7,577 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,200 | TotalAmt |
| Management And General | $42,200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,831 | TotalAmt |
| Program Services | $4,166 | ProgramServicesAmt |
| Management And General | $12,499 | ManagementAndGeneralAmt |
| Fundraising | $4,166 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,524 | TotalAmt |
| Program Services | $35,114 | ProgramServicesAmt |
| Management And General | $11,705 | ManagementAndGeneralAmt |
| Fundraising | $11,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,705 | TotalAmt |
| Program Services | $7,623 | ProgramServicesAmt |
| Management And General | $2,541 | ManagementAndGeneralAmt |
| Fundraising | $2,541 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913 | TotalAmt |
| Management And General | $913 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855 | TotalAmt |
| Management And General | $927 | ManagementAndGeneralAmt |
| Fundraising | $928 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,110 | TotalAmt |
| Management And General | $4,055 | ManagementAndGeneralAmt |
| Fundraising | $4,055 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,992 | TotalAmt |
| Management And General | $5,992 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $13,984 | $13,984 | |
| MEMBERSHIP FEES | $3,389 | $1,694 | $1,695 |
| SUBSCRIPTIONS | $305 | $152 | $153 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,883,038 | TotalAmt |
| Program Services | $1,604,321 | ProgramServicesAmt |
| Management And General | $175,568 | ManagementAndGeneralAmt |
| Fundraising | $103,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,784 | BOYAmt |
| EOY | $1,462,314 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,862 | BOYAmt |
| EOY | $5,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,621 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,161 | BOYAmt |
| EOY | $14,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,978,928 | BOYAmt |
| EOY | $52,050,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,117 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,770,852 | BOYAmt |
| EOY | $53,533,107 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,711 | BOYAmt |
| EOY | $7,177 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,263 | BOYAmt |
| EOY | $1,163,246 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,814,868 | BOYAmt |
| EOY | $6,160,192 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,863,842 | BOYAmt |
| EOY | $7,330,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,798 | BOYAmt |
| EOY | $5,346,192 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,386,531 | BOYAmt |
| EOY | $9,503,589 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,055,681 | BOYAmt |
| EOY | $31,352,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,907,010 | BOYAmt |
| EOY | $46,202,492 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,770,852 | BOYAmt |
| EOY | $53,533,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,425,083 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,902,433 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,227,168 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,325,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,294,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,057,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,745,719 | CurrentTaxYearAmt |
| Total | $12,406,533 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,325,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,294,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,057,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,745,719 | CurrentTaxYearAmt |
| Total | $12,406,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $195,932 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,210,601 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $456,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $786,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $726,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $524,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,184,459 | CurrentTaxYearAmt |
| Total | $3,678,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,084,804 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $186,459 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80190 | 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 | 6 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $45,299 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $235,600 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,456,674 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,354,041 | BeginningYearBalanceAmt |
| Contributions | $5,060,976 | ContributionsAmt |
| Investment Earnings Or Losses | $1,008,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,297,081 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,814 | OtherExpendituresAmt |
| Administrative Expenses | $287,163 | AdministrativeExpensesAmt |
| End Year Balance | $45,572,889 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,094,268 | BeginningYearBalanceAmt |
| Contributions | $2,307,967 | ContributionsAmt |
| Investment Earnings Or Losses | $5,241,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $861,498 | GrantsOrScholarshipsAmt |
| Other Expenditures | $174,244 | OtherExpendituresAmt |
| Administrative Expenses | $254,090 | AdministrativeExpensesAmt |
| End Year Balance | $41,354,041 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,473,334 | BeginningYearBalanceAmt |
| Contributions | $1,445,881 | ContributionsAmt |
| Investment Earnings Or Losses | $3,660,968 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000,323 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,888 | OtherExpendituresAmt |
| Administrative Expenses | $218,704 | AdministrativeExpensesAmt |
| End Year Balance | $35,094,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,698,536 | BeginningYearBalanceAmt |
| Contributions | $3,621,799 | ContributionsAmt |
| Investment Earnings Or Losses | $413,170 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,011,422 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,206 | OtherExpendituresAmt |
| Administrative Expenses | $172,543 | AdministrativeExpensesAmt |
| End Year Balance | $31,473,334 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,324,828 | BeginningYearBalanceAmt |
| Contributions | $2,483,767 | ContributionsAmt |
| Investment Earnings Or Losses | $3,654,081 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $419,104 | GrantsOrScholarshipsAmt |
| Other Expenditures | $170,725 | OtherExpendituresAmt |
| Administrative Expenses | $174,311 | AdministrativeExpensesAmt |
| End Year Balance | $28,698,536 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89650 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,878 | DepreciationAmt |
| Book Value | $2,926 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,783 | DepreciationAmt |
| Book Value | $8,678 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,960 | DepreciationAmt |
| Book Value | $2,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,244 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIARY ENDOWMENTS | $5,957,295 |
| CHARITABLE GIFT ANNUITY PAYABLE | $183,662 |
| DUE TO ARCHDIOCESE OF ATLANTA | $19,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,160,192 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,821,200 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,902,433 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $78,532 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$44,058 | OtherRevenueAmt |
| Revenue Not Reported | -$1,867,959 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,689,159 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,618,962 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,618,962 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,308,121 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,912,217 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $78,532 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $78,532 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,833,685 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $49,353 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $49,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,883,038 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION MANAGES FUNDS FOR OTHER ARCHDIOCESEAN ORGANIZATIONS. FUNDS MANAGED FOR OTHER ORGANIZATIONS ARE INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND ARE REPORTED AS CUSTODIAN FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE VARIOUS SUPPORT, THROUGH ANNUAL GRANTS AND DISTRIBUTIONS, TO CHURCHES, SCHOOLS, MINISTRIES, AND NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE DONOR'S INTENTIONS. |
| PART X, LINE 2: | THE FOUNDATION IS A RELIGIOUS ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TAX-EXEMPT PURPOSE OF NONPROFIT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION CONSIDERS ALL OF ITS ACTIVITIES TO BE DIRECTLY RELATED TO ITS EXEMPT PURPOSE IN 2015 AND 2014. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -44,058. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BENEFICIARY ENDOWMENT FUNDS REVENUE 1,232,463. ENDOWMENT TRANSFERS 3,386,499. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BENEFICIARY ENDOWMENT FUNDS EXPENSES 49,353. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF ATLANTA | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30080 | 580677170 | 501(C)(3) | $299,000 | EDUCATION AND CARE OF PRIESTS AND GENERAL OPERATIONS |
| BLESSED TRINITY CATHOLIC HIGH SCHOOL | |||||||
| 11320 WOODSTOCK ROAD | ROSWELL | GA | 30075 | 582602641 | 501(C)(3) | $38,000 | GENERAL OPERATIONS AND CONSTRUCTION |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE ROAD NE | ATLANTA | GA | 30305 | 580644901 | 501(C)(3) | $43,418 | GENERAL OPERATIONS |
| CATHOLIC CENTER AT GEORGIA TECH | |||||||
| 172 FOURTH STREET NW | ATLANTA | GA | 30313 | 580677170 | 501(C)(3) | $9,703 | GENERAL OPERATIONS |
| CATHOLIC CHARITIES OF ATLANTA | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30080 | 581097003 | 501(C)(3) | $195,863 | GENERAL OPERATIONS |
| CATHOLIC RETIREMENT FACILITIES (DBA ST JOSEPH'S PLACE) | |||||||
| 2973 BUTNER ROAD SW | ATLANTA | GA | 30331 | 582087007 | 501(C)(3) | $21,632 | GENERAL OPERATIONS |
| CHRIST OUR HOPE | |||||||
| 1786 WELLBORN RD | LITHONIA | GA | 30058 | 581594490 | 501(C)(3) | $7,000 | GENERAL OPERATIONS AND YOUTH MINISTRY |
| CHRIST THE KING SCHOOL | |||||||
| 46 PEACHTREE WAY NE | ATLANTA | GA | 30305 | 582495851 | 501(C)(3) | $5,500 | GENERAL OPERATIONS |
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||
| 600 MOUNTAIN VIEW DRIVE | STONE MOUNTAIN | GA | 30083 | 581162072 | 501(C)(3) | $8,000 | GENERAL OPERATIONS AND TUITION ASSISTANCE |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 680 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | 455550340 | 501(C)(3) | $28,000 | GENERAL OPERATIONS AND SCHOOL BUSES PURCHASE |
| HOLY REDEEMER CATHOLIC SCHOOL | |||||||
| 3380 OLD ALABAMA ROAD | JOHNS CREEK | GA | 30022 | 582416042 | 501(C)(3) | $8,000 | GENERAL OPERATIONS AND ELECTRONIC DOOR ACCESS FOR BUILDING |
| HOLY SPIRIT PREPERATORY SCHOOL | |||||||
| 4449 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | 582141813 | 501(C)(3) | $5,000 | GENERAL OPERATIONS |
| IMMACULATE HEART OF MARY SCHOOL | |||||||
| 2855 BRIARCLIFF ROAD NE | ATLANTA | GA | 30329 | 586012645 | 501(C)(3) | $5,500 | GENERAL OPERATIONS |
| INGATIUS HOUSE JESUIT RETREAT CENTER | |||||||
| 6700 RIVERSIDE DRIVE NW | ATLANTA | GA | 30328 | 580862903 | 501(C)(3) | $7,060 | MAINTENANCE OF ST. IGNATIUS CHAPEL |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | 580566204 | 501(C)(3) | $8,000 | GENERAL OPERATIONS |
| MONSIGNOR WALTER J DONOVAN HIGH SCHOOL | |||||||
| 590 LAVENDER RD | ATHENS | GA | 30606 | 651169619 | 501(C)(3) | $12,000 | GENERAL OPERATIONS |
| NOTRE DAME ACADEMY | |||||||
| 4635 RIVER GREEN PARKWAY | DULUTH | GA | 30096 | 841657624 | 501(C)(3) | $18,000 | GENERAL OPERATIONS AND PILOT BUS PROGRAM |
| OUR LADY OF MERCY CATHOLIC HIGH SCHOOL | |||||||
| 861 EVANDER HOLYFIELD HWY | FAYETTEVILLE | GA | 30214 | 582614489 | 501(C)(3) | $13,676 | GENERAL OPERATIONS |
| OUR LADY OF VICTORY CATHOLIC SCHOOL | |||||||
| 211 KIRKLEY ROAD | TYRONE | GA | 30290 | 582416040 | 501(C)(3) | $6,500 | GENERAL OPERATIONS |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA | |||||||
| 2050-C CHAMBLEE TUCKER ROAD | ATLANTA | GA | 30341 | 580967972 | 501(C)(3) | $5,000 | GENERAL OPERATIONS |
| SOPHIA ACADEMY | |||||||
| 2880 DRESDEN DRIVE | ATLANTA | GA | 30341 | 582448273 | 501(C)(3) | $10,000 | GENERAL OPERATIONS AND PROGRAM NEEDS |
| ST CATHERINE OF SIENA CATHOLIC SCHOOL | |||||||
| 1618 BEN KING ROAD | KENNESAW | GA | 30144 | 010552300 | 501(C)(3) | $12,000 | GENERAL OPERATIONS AND STREAMING VIDEO SYSTEM PURCHASE |
| ST GERARD MAJELLA CATHOLIC CHURCH | |||||||
| 3200 BROOKS DR | SNELLVILLE | GA | 30078 | 580833514 | 501(C)(3) | $6,000 | GENERAL OPERATIONS |
| ST JOHN BOSCO ACADEMY | |||||||
| 1595 PEACHTREE PKWYSTE 204BOX 224 | CUMMING | GA | 30041 | 270258133 | 501(C)(3) | $15,000 | GENERAL OPERATIONS AND NEW SCHOOL BUILDING |
| ST JOHN NEUMANN CATHOLIC SCHOOL | |||||||
| 791 TOM SMITH ROAD | LILBURN | GA | 30047 | 581661089 | 501(C)(3) | $6,500 | GENERAL OPERATIONS |
| ST JOHN THE EVANGELIST CATHOLIC SCHOOL | |||||||
| 240 ARNOLD STREET | HAPEVILLE | GA | 30354 | 205200945 | 501(C)(3) | $11,176 | GENERAL OPERATIONS |
| ST JOSEPH CATHOLIC SCHOOL | |||||||
| 958 EPPS BRIDGE PARKWAY | ATHENS | GA | 30606 | 580864659 | 501(C)(3) | $6,500 | GENERAL OPERATIONS |
| ST JUDE THE APOSTLE CATHOLIC SCHOOL | |||||||
| 7171 GLENRIDGE DRIVE NE | ATLANTA | GA | 30328 | 580877839 | 501(C)(3) | $15,000 | GENERAL OPERATIONS AND STREAM PROGRAM |
| ST KATHARINE DREXEL CATHOLIC MISSION | |||||||
| 109 NEW ENGLAND ROAD | TRENTON | GA | 30752 | 473285229 | 501(C)(3) | $6,500 | GENERAL OPERATIONS AND YOUTH MINISTRY |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 401 E SEVENTH STREET | ROME | GA | 30161 | 412097947 | 501(C)(3) | $18,102 | GENERAL OPERATIONS |
| ST PAUL OF THE CROSS CATHOLIC CHURCH | |||||||
| 551 HARWELL ROAD NW | ATLANTA | GA | 30318 | 581451866 | 501(C)(3) | $6,000 | GENERAL OPERATIONS GENERAL OPERATIONS |
| ST PETER CLAVER REGIONAL CATHOLIC SCHOOL | |||||||
| 2560 TILSON ROAD | DECATUR | GA | 30032 | 581918801 | 501(C)(3) | $49,323 | INTERACTIVE SMART BOARD PURCHASE AND GENERAL OPERATIONS |
| ST PETER THE ROCK CATHOLIC CHURCH | |||||||
| 3594 BARNESVILLE HWY P O BOX 280 | THE ROCK | GA | 30285 | 651207195 | 501(C)(3) | $6,000 | GENERAL OPERATIONS |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON ROAD | ATLANTA | GA | 30345 | 580706914 | 501(C)(3) | $27,150 | GENERAL OPERATIONS, STUDENT SCHOLARSHIPS, STRATEGIC PLANNING PROCESS |
| ST THOMAS AQUINAS CATHOLIC CHURCH | |||||||
| 535 RUCKER ROAD | ALPHARETTA | GA | 30004 | 581132909 | 501(C)(3) | $30,708 | GENERAL OPERATIONS |
| ST THOMAS MORE CATHOLIC SCHOOL | |||||||
| 630 W PONCE DE LEON AVE | DECATUR | GA | 30030 | 580456277 | 501(C)(3) | $6,500 | GENERAL OPERATIONS |
| CATHEDRAL OF CHRIST THE KING | |||||||
| 2699 PEACHTREE ROAD NE | ATLANTA | GA | 30305 | 580644901 | 501(C)(3) | $105,000 | DONOR ADVISED FUND (DAF) - GENERAL OPERATIONS AND CAPITAL CAMPAIGN |
| CATHOLIC CHARITIES OF ATLANTA | |||||||
| 2401 LAKE PARK DRIVE SE | SMYRNA | GA | 30080 | 581097003 | 501(C)(3) | $2,600 | DAF - GENERAL OPERATIONS |
| CHRIST THE KING SCHOOL | |||||||
| 46 PEACHTREE WAY NE | ATLANTA | GA | 30305 | 582498581 | 501(C)(3) | $1,000 | DAF - GENERAL OPERATIONS |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 680 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | 455550340 | 501(C)(3) | $1,000 | DAF - GENERAL OPERATIONS |
| FOUNDATION FOR BLIND CHILDREN | |||||||
| 1235 E HARMONT DRIVE | PHOENIX | AZ | 85020 | 860129981 | 501(C)(3) | $25,000 | DAF - GENERAL OPERATIONS |
| HOLY SPIRIT PREPERATORY SCHOOL | |||||||
| 4449 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | 582141813 | 501(C)(3) | $500 | DAF - GENERAL OPERATIONS |
| INGATIUS HOUSE JESUIT RETREAT CENTER | |||||||
| 6700 RIVERSIDE DRIVE NW | ATLANTA | GA | 30328 | 580862903 | 501(C)(3) | $1,500 | DAF - GENERAL OPERATIONS |
| JERRY CEBULSKI AFRICAN DISABILITY FOUNDATION | |||||||
| 47 HARFORD AVENUE | SHAVERTON | PA | 18708 | 462712939 | 501(C)(3) | $15,000 | DAF - GENERAL OPERATIONS |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | 580566204 | 501(C)(3) | $4,000 | DAF - ANNUAL FUND AND CAPITAL CAMPAIGN |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA | |||||||
| 2050-C CHAMBLEE TUCKER ROAD | ATLANTA | GA | 30341 | 580967972 | 501(C)(3) | $1,000 | DAF - GENERAL OPERATIONS |
| SOPHIA ACADEMY | |||||||
| 2880 DRESDEN DRIVE | ATLANTA | GA | 30341 | 582448273 | 501(C)(3) | $1,000 | DAF - PROGRAM NEEDS FOR 12TH GRADE CLASS |
| SOUTHERN UNIVERSITY SYSTEMS FOUNDATION | |||||||
| P O BOX 9723 | BATON ROUGE | LA | 70813 | 237052911 | 501(C)(3) | $10,000 | DAF - SCHOOL ENHANCEMENTS |
| ST JOHN BOSCO ACADEMY | |||||||
| 1595 PEACHTREE PKWYSTE 204 BOX 224 | CUMMING | GA | 30041 | 270258133 | 501(C)(3) | $2,500 | DAF - GENERAL OPERATIONS |
| ST PETER CLAVER REGIONAL CATHOLIC SCHOOL | |||||||
| 2560 TILSON ROAD | DECATUR | GA | 30032 | 581918801 | 501(C)(3) | $1,000 | DAF - GENERAL OPERATIONS |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | 580633971 | 501(C)(3) | $8,000 | DAF - GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | COMPETITIVE GRANT APPLICANTS COMPLETE THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. STAFF MEMBERS CONDUCT THE DUE DILIGENCE TO ENSURE ALL GRANTEE ORGANIZATIONS ARE ELIGIBLE INCLUDING UTILIZING GUIDESTAR CHARITY CHECK, AND REVIEW OF APPLICATIONS AND APPLICANT DOCUMENTATION. GRANT COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD OF DIRECTORS APPROVES ALL GRANTS. GRANTEES ARE REQUIRED TO SUBMIT GRANT REPORTS 7-8 MONTHS AFTER GRANT AWARD. ENDOWMENT DISTRIBUTION GRANTS ARE AWARDED ONCE PER YEAR, BASED ON THE FOUNDATION'S SPENDING POLICY. ELIGIBLE BENEFICIARIES ARE SENT A FORM DESCRIBING THE PURPOSE OF ENDOWMENT FUNDS AND THE AMOUNT ELIGIBLE FOR THE DISTRIBUTION. ORGANIZATIONS NOTE HOW MUCH OF THE DISTRIBUTION THEY WISH TO TAKE IN THIS PARTICULAR YEAR AND HOW THE GRANT WILL BE USED. FOUNDATION STAFF COMPARE THE PURPOSE OF THE GRANT DISTRIBUTION WITH THE PURPOSE DESCRIBED BY THE ORGANIZATION IN THE FORM. IF THEY MATCH, THE ENDOWMENT DISTRIBUTION CHECK WILL BE SENT TO THE ORGANIZATION. IF THERE IS A DISCREPANCY BETWEEN THE PURPOSE OF THE ENDOWMENT AND HOW THE ORGANIZATION WISHES TO USE THE GRANT, THE EXECUTIVE DIRECTOR WILL CALL THE HEAD OF THE ORGANIZATION TO DISCUSS. FROM THAT CONVERSATION, THE REQUEST FORM WILL EITHER BE APPROVED, DENIED, OR SENT TO THE GRANTS COMMITTEE FOR FURTHER DISCUSSION. IF NEEDED, THE BOARD OF DIRECTORS WILL BE BROUGHT IN FOR APPROVAL OR DENIAL OF THE DISTRIBUTION. DONOR ADVISED FUND GRANTS ARE REQUESTED BY THE DONOR ADVISORS VIA A FORM THAT VERIFIES THE PURPOSES OF THE GRANT AND THAT IT IS ELIGIBLE IN ACCORDANCE WITH GUIDELINES OF THE PENSION PROTECTION ACT. THE STAFF CONDUCTS THE PROPER DUE DILIGENCE TO DETERMINE IF THE ORGANIZATION IS ELIGIBLE FOR A GRANT. IF UNCLEAR, THE REQUEST IS BROUGHT TO THE GRANTS COMMITTEE FOR DISCUSSION AND TO THE BOARD OF DIRECTORS WHEN APPROPRIATE, FOR APPROVAL OR DENIAL. ALL GRANTEES MUST SIGN GRANT AGREEMENTS WHICH SPECIFY THE PURPOSE OF THE GRANT AND MUST SUBMIT GRANT REPORTS DETAILING HOW THE GRANT WAS USED. |
| ADDITIONAL INFORMATION: | GRANTS LISTED IN SCHEDULE I, PART II INCLUDE GRANTS FROM THE FOUNDATION'S DONOR ADVISED FUNDS AND DISTRIBUTIONS FROM ENDOWMENT FUNDS, IN ADDITION TO GRANTS PROVIDED BY THE FOUNDATION'S COMPETITIVE GRANTS PROGRAMS. NUMEROUS GRANTS OF $5,000 OR LESS ARE NOT REPORTED ON SCHEDULE I. ALL THE GRANTS LISTED ABOVE WITH A DAF DESIGNATION IN COLUMN (H) - PURPOSE OF GRANT OR ASSISTANCE ARE GRANTS THAT WERE MADE FROM DONOR ADVISED FUNDS MAINTAINED AT THE FOUNDATION. THESE LARGE GRANTS TOTALED $179,100 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SPOTANSKI | PersonNm |
| Title | DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $152,070 | 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 | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $9,124 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $12,311 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $173,505 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,052 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO THE CATHOLIC FOUNDATION ACCOUNT AT THE ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND SENDS A CHECK TO THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES DURING CURRENT FISCAL YEAR: | OUR TOTAL CONTRIBUTIONS OF $6,347,978 INCLUDED CONTRIBUTIONS OF $6,181,969 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTIONS TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE ON THE TAX RETURN, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. ENDOWMENT CONTRIBUTIONS INCLUDED CONTRIBUTIONS TO BENEFICIARY ENDOWMENT FUNDS OF $1,232,463. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE $166,009 COMPARED TO OUR GRANTS ($1,346,434) AND OPERATING EXPENSES($536,604) WHICH TOTALED $1,883,038. |
| FORM 990, PART VI, SECTION A, LINE 2 | ARCHBISHOP WILTON D GREGORY, DAVE SPOTANSKI AND MSGR DAN STACK WORK FOR THE SAME ORGANIZATION - ARCHDIOCESE OF ATLANTA. |
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE INCLUDES REPRESENTATIVES FROM THE BOARD OF DIRECTORS. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN PROVIDED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE GOVERNANCE COMMITTEE EACH YEAR IN DETAIL, AND IF THERE ARE CONCERNS OR CONFLICTS, THEY ARE BROUGHT TO THE FULL BOARD FOR DISCUSSION. IF A PERSON HAS A CONFLICT, THIS CONFLICT MUST BE DISCLOSED AND THEY MAY NOT PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER THAT INVOLVES THIS CONFLICT. THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ONCE EVERY YEAR. ANY CHANGES IN THE POLICY WILL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PEOPLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FOR OTHER OFFICERS OR KEY EMPLOYEES, THE EXECUTIVE DIRECTOR OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE EXECUTIVE DIRECTOR THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BENEFICIARY ENDOWMENT FUNDS REVENUE -1,232,463. BENEFICIARY ENDOWMENT FUNDS EXPENSES 49,353. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -44,058. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VII - ADDITIONAL INFORMATION | COMPENSATION REPORTED FOR ARCHBISHOP WILTON D. GREGORY, DAVE SPOTANSKI AND MSGR. DAN STACK IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF ATLANTA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 LAKE PARK DRIVE SE | AddressLine1Txt |
| City | SMYRNA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580677170 | EIN |
| Primary Activities | DIOCESE | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCHDIOCESE OF ATLANTA | ||
| C | $3,607,602 | CASH DONATION |
| ARCHDIOCESE OF ATLANTA | ||
| P | $47,309 | ACTUAL AMOUNT |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GROUP EXEMPTION RELATIONSHIPS: | THE FOUNDATION IS INCLUDED IN A GROUP EXEMPTION WHICH INCLUDES CENTRAL AND SUBORDINATE ORGANIZATIONS OF THE GROUP EXEMPTION THAT ARE NOT REQUIRED TO BE REPORTED IN THIS SECTION. |
| SCHEDULE R, ADDITIONAL INFORMATION | SCHEDULE R, PART V LINE 1B FOUNDATION MAKES GRANTS TO ARCHDIOCESE OF ATLANTA AND OTHER PARISHES, SCHOOLS, AND ENTITIES WHICH ARE UNDER THE GROUP EXEMPTION. THE PURPOSES AND AMOUNTS OF THOSE GRANTS ARE DISCLOSED ON SCHEDULE I. SCHEDULE R, PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA. DURING THE FISCAL YEAR, $60,000 WAS USED FOR PLANNED GIFT GIVING AND $3,547,602 WAS TO SET UP VARIOUS ENDOWMENT FUNDS. SCHEDULE R, PART V LINE 1P FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH, RETIREMENT AND OTHER SIMILAR OPERATING EXPENSES. |
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