2015-02-07T10:06:25-06:00 2014-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2013-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 RICHARD LECHLEITER PRESIDENT 5025852747 2015-02-04 1 SCOTT OWENS P01458346 5029923500 2013 2016-03-07 17:11:31Z RICHARD LECHLEITER 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 22722417 0 X WWW.CEFLOU.ORG X 1995 KY ADVANCING CATHOLIC EDUCATION THROUGH GRANTING AID TO AND FOR STUDENTS OF CATHOLIC SCHOOLS IN THE ARCHDIOCESE OF LOUISVILLE, KENTUCKY. 26 24 5 25 0 0 2506248 2839489 0 0 1132035 2376259 -157685 -118169 3480598 5097579 2023999 2156857 0 0 299155 395259 0 0 257730 370825 331244 2693979 2883360 786619 2214219 19284694 22161164 3994 4370 19280700 22156794 X ADVANCING CATHOLIC EDUCATION THROUGH GRANTING FINANCIAL AID TO AND FOR STUDENTS OF CATHOLIC ELEMENTARY SCHOOLS IN THE ARCHDIOCESE OF LOUISVILLE, KENTUCKY. THE LONG TERM GOAL IS TO PROVIDE SUFFICIENT FINANCIAL ASSISTANCE TO FAMILIES OF THE GREATER LOUISVILLE COMMUNITY SO THAT ANY FAMILY WHO IS WILLING TO MAKE SOME PERSONAL FINANCIAL SACRIFICES MAY BE ABLE TO CHOOSE A CATHOLIC SCHOOL TO EDUCATE THEIR CHILD. 0 0 2156857 2156857 0 GRANTS WERE GIVEN TO ELEMENTARY AND HIGH SCHOOLS OF THE ARCHDIOCESE OF LOUISVILLE. GRANTS WERE PROVIDED FOR TECHNOLOGY, RELIGIOUS EDUCATION, PROFESSIONAL DEVELOPMENT AND FINANCIAL AID. 2156857 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 58 0 1 5 1 0 0 0 0 0 0 0 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 KY X THE ORGANIZATION 5025852747 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 S BRADFORD RIVES CHAIRMAN 0.00 X X 0 0 0 MOST REV JOSEPH E KURTZ VICE-CHAIRMAN 0.00 X X 0 0 0 DAVID P CALZI CHAIR-ELECT 0.00 X 0 0 0 DONALD J KELLY SECRETARY 0.00 X X 0 0 0 ROSEMARY BISIG SMITH EXECUTIVE DIRECTOR 40.00 X X 92083 0 12359 ELIZABETH U WISEMAN TREASURER 0.00 X X 0 0 0 ROBERT L ASH DIRECTOR 0.00 X 0 0 0 CHARLES P DENNY DIRECTOR 0.00 X 0 0 0 LINDA H GLEIS DIRECTOR 0.00 X 0 0 0 REVEREND WILLIAM D HAMMER DIRECTOR 0.00 X 0 0 0 JOHN V HAYES DIRECTOR 0.00 X 0 0 0 CYNTHIA SPALDING KNAPEK DIRECTOR 0.00 X 0 0 0 CHARLES H LEIS DIRECTOR 0.00 X 0 0 0 THOMAS P MONAHAN DIRECTOR 0.00 X 0 0 0 STEPHEN G MULLINS DIRECTOR 0.00 X 0 0 0 THOMAS A PARTRIDGE DIRECTOR 0.00 X 0 0 0 THOMAS A PERRONE DIRECTOR 0.00 X 0 0 0 REVEREND STEPHEN A POHL DIRECTOR 0.00 X 0 0 0 PATRICK M POTTER DIRECTOR 0.00 X 0 0 0 KATHLEEN S POTTS DIRECTOR 0.00 X 0 0 0 WILLIAM J ROTHWELL DIRECTOR 0.00 X 0 0 0 PAUL J SCHULTE DIRECTOR 0.00 X 0 0 0 LEISA SCHULZ DIRECTOR 0.00 X 0 0 0 WILLIAM L TATUM JR DIRECTOR 0.00 X 0 0 0 THOMAS A WIMSETT DIRECTOR 0.00 X 0 0 0 RICHARD LECHLEITER PRESIDENT 40.00 40.00 X X 38333 0 1854 130416 0 14213 0 0 0 0 0 846673 1992816 117258 2839489 350615 350615 19370547 17344903 2025644 2025644 2025644 157255 846673 279935 -122680 -122680 4511 0 4511 4511 5097579 4511 0 2253579 2156857 2156857 171794 80734 91060 199621 55775 143846 10062 10062 13782 13782 8500 8500 124797 124797 26493 23228 3265 166 166 16744 16744 7781 7781 38830 38830 1016 1016 2212 2212 129 129 PRINTING AND PUBLICATIO 39331 39018 313 POSTAGE AND SHIPPING 23229 17934 5295 ANNUAL FUND EXPENSE 13951 13951 BANK SERVICE CHARGE 13500 13500 14565 14565 2883360 2156857 468773 257730 309488 33897 399985 465621 270110 847862 6013 11644 24326 12970 4141 11356 16914726 19184212 1267504 1363567 112727 243005 19284694 22161164 3994 4370 3994 4370 X 2017374 4355126 1384015 1922357 15879311 15879311 19280700 22156794 19284694 22161164 2214219 661875 0 X X 0 1 X 1 0 X 1334557 1990367 2252521 2506248 2879485 10963178 1334557 1990367 2252521 2506248 2879485 10963178 10963178 314707 335552 369395 384868 350615 1755137 12718315 376416 0.86200 0.83520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17300591 1859979 4923 677773 648787 0 17838933 17338836 1401412 561 989446 450772 0 17300591 17570307 1020892 5930 1107700 150593 0 17338836 17179522 1370651 4379 873706 110539 0 17570307 16751139 916122 356 347302 140793 0 17179522 0.00210 0.89010 0.10780 0 0 5964 3810 2154 18362 9160 9202 11356 MONEY MARKET FUNDS 1363567 C 1363567 X 5914592 661876 279935 941811 4972781 124798 124798 5097579 3038498 279935 279935 2758563 124797 124797 2883360 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 279,935. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 279,935. SALUTE DINNER 747928 630772 117156 88758 122911 GAME LUNCH 256000 215901 40099 27328 40938 2 1003928 846673 157255 116086 163849 279935 -122680 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 75575 EDUCATIONAL GRANT BASILICA OF ST JOSEPH PROTO-CATHEDRAL PO BOX 548 BARDSTOWN KY 400040548 610485640 501(C)(3) 26920 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 77000 EDUCATIONAL GRANT CHURCH OF THE ASCENSION 4600 LYNNBROOK DR LOUISVILLE KY 402201041 610652304 501(C)(3) 29881 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 91500 EDUCATIONAL GRANT HOLY FAMILY CHURCH 3926 POPLAR LEVEL RD LOUISVILLE KY 402131463 610510935 501(C)(3) 46630 EDUCATIONAL GRANT HOLY SPIRIT CHURCH 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 34132 EDUCATIONAL GRANT HOLY TRINITY CHURCH 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 22800 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 70200 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 100721 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 13900 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 80338 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 21500 EDUCATIONAL GRANT ST AGNES CHURCH 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 40653 EDUCATIONAL GRANT ST ALBERT THE GREAT CHURCH 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 52506 EDUCATIONAL GRANT ST ALOYSIUS CHURCH 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 22794 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 55240 EDUCATIONAL GRANT ST ANN CHURCH 7490 HOWARDSTOWN RD HOWARDSTOWN KY 400516505 610903669 501(C)(3) 5200 EDUCATIONAL GRANT ST ATHANASIUS CHURCH 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 103370 EDUCATIONAL GRANT ST AUGUSTINE CHURCH 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 29299 EDUCATIONAL GRANT ST BERNARD CHURCH 7500 TANGELO DR LOUISVILLE KY 402281599 610644954 501(C)(3) 65398 EDUCATIONAL GRANT ST CATHERINE CHURCH 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 29300 EDUCATIONAL GRANT ST EDWARD CHURCH 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 71070 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 79300 EDUCATIONAL GRANT ST FRANCIS OF ASSISI CHURCH 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 29427 EDUCATIONAL GRANT ST GABRIEL CHURCH 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 66804 EDUCATIONAL GRANT ST GREGORY CHURCH 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 28965 EDUCATIONAL GRANT ST JAMES CHURCH 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 21280 EDUCATIONAL GRANT ST LEONARD CHURCH 440 ZORN AVE LOUISVILLE KY 402061417 610539297 501(C)(3) 60560 EDUCATIONAL GRANT ST MARTHA CHURCH 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 87289 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 27400 EDUCATIONAL GRANT ST MICHAEL CHURCH 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 20700 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 100777 EDUCATIONAL GRANT ST PATRICK CHURCH 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 29120 EDUCATIONAL GRANT ST PAUL CHURCH 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 43644 EDUCATIONAL GRANT ST RAPHAEL CHURCH 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 45173 EDUCATIONAL GRANT ST RITA CHURCH 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 54930 EDUCATIONAL GRANT ST STEPHEN MARTYR CHURCH 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 86300 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 14000 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 13500 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 12500 EDUCATIONAL GRANT OUR LADY OF LOURDES CHURCH 508 BRECKENRIDGE LANE LOUISVILLE KY 40207 616002467 501(C)(3) 8409 EDUCATIONAL GRANT ST DOMINIC CHURCH 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 17782 EDUCATIONAL GRANT 43 PART I, LINE 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. COMMITTEE MEMBERS OF THE BOARD REVIEW GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SEND IN DOCUMENTATION OF EXPENDITURES ELIGIBLE FOR REIMBURSEMENT THROUGH THE GRANTS, AND THE EXCUTIVE DIRECTOR REVIEWS AND APPROVES OR DENIES THE EXPENDITURES WITH REGARD TO ELIGIBILTY AND TIMING. FAMILIES APPLYING FOR TUITION ASSISTANCE APPLY THROUGH A THIRD PARTY PROCESSING SERVICE THAT RANKS APPLICANTS ACCORDING TO DOCUMENTED NEED. THE CATHOLIC EDUCATION FOUNDATION AWARDS AID TO THE NEEDIEST FAMILIES, ISSUES VOUCHERS, AND REMITS ASSISTANCE TO SCHOOLS AFTER THE SCHOOLS CERTIFY THAT THE STUDENTS HAVE ENROLLED AND STARTED THE SCHOOL YEAR AT THOSE SCHOOLS. X OFFICE RENT A 1 37130 COST X PRINTING AND 12 36823 COST X IT SUPPORT 4 20962 COST X ADVERTISING A 5 15879 COST X USE OF VENUE 1 4100 COST X USE OF FORMAL 1 2000 COST X CATERING 1 365 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW IS DONE EACH YEAR AND RAISES ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. ARCHDIOCESE OF LOUISVILLE 212 EAST COLLEGE STREET LOUISVILLE KY 402011073 610447247 CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES KY 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARCHDIOCESE OF LOUISVILLE C 575729