2015-03-12T14:03:12-05:00 2014-06-30 721396621 CARR RIGGS & INGRAM LLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2013-07-01 582008930 THE CATHOLIC FOUNDATION OF N GA INC CATH 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 NANCY COVENY EXECUTIVE DIRECTOR 4044979440 2015-02-28 1 GARY H BOTELER P00052048 7704576606 2013 2016-02-25 16:41:14Z NANCY COVENY 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 21059689 0 0928 X WWW.CFNGA.ORG X 1992 GA 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. 22 19 5 35 0 0 2294099 4379461 39883 45638 1111207 1296817 0 0 3445189 5721916 1041425 907714 0 0 319229 309940 0 0 96168 193691 212604 1554345 1430258 1890844 4291658 42692918 49770852 7097616 7863842 35595302 41907010 X 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. 0 0 1027866 907714 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. 57104 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. 57104 45638 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. MISCELLANEOUS OTHER PROGRAM SERVICES. 1142074 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X BETH BELDEN 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 ARCHBISHOP WILTON D GREGORY DIRECTOR 0.30 40.00 X 0 31359 41608 MSGR W JOSEPH CORBETT DIRECTOR 0.30 40.00 X 0 41086 32942 MSGR DAN STACK DIRECTOR 0.30 40.00 X 0 37146 37088 ALAN S NEELY DIRECTOR 0.30 0.00 X 0 0 0 CLARENCE H SMITH DIRECTOR 0.30 0.00 X 0 0 0 FREDERICK HOLZGREFE III DIRECTOR 0.30 0.00 X 0 0 0 GARRY BRIDGEMAN DIRECTOR 0.30 0.00 X 0 0 0 H HAMILTON SMITH DIRECTOR 0.30 0.00 X 0 0 0 JAMES E WINCHESTER JR DIRECTOR 0.30 0.00 X 0 0 0 JAMES LANIER DIRECTOR 0.30 0.00 X 0 0 0 JOSEPH MA LEDLIE DIRECTOR 0.30 0.00 X 0 0 0 KATHLEEN COTE DIRECTOR 0.30 0.00 X 0 0 0 MARY HUMANN JUDSON DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL L KEOUGH DIRECTOR 0.30 0.00 X 0 0 0 NANCY E PETERMAN DIRECTOR 0.30 0.00 X 0 0 0 TIMOTHY KEMPER DIRECTOR 0.30 0.00 X 0 0 0 VICTOR I SANCHEZ DIRECTOR 0.30 0.00 X 0 0 0 WILLIAM R CORTEZ DIRECTOR 0.30 0.00 X 0 0 0 DAVID G DAHM TREASURER 1.00 0.00 X X 0 0 0 JEFFREY K HAIDET SECRETARY 1.00 0.00 X X 0 0 0 MARK CHRISTOPHER VICE CHAIR 1.00 0.00 X X 0 0 0 WILLIAM M RICH CHAIR 1.00 0.00 X X 0 0 0 DIANE DUQUETTE DIR - PLANNED GIVING 24.00 0.00 X 70609 0 16200 NANCY COVENY EXEC. DIRECTOR 40.00 0.00 X 106489 0 18453 177098 109591 146291 1 0 0 0 0 162265 4217196 237982 4379461 FUND MANAGEMENT FEES 523920 45638 45638 45638 524042 524042 16110548 15337773 772775 772775 772775 5721916 1342455 0 0 907714 907714 193959 116375 38792 38792 55821 33493 11164 11164 13498 8099 2700 2699 27601 16561 5520 5520 19061 11437 3812 3812 18629 9315 9314 41700 41700 33947 33947 20153 4030 12092 4031 58064 34838 11613 11613 15879 9527 3176 3176 1048 1048 3613 1806 1807 5063 2531 2532 3339 3339 MISCELLANEOUS 7753 7753 MEMBERSHIP FEES 2576 1288 1288 SUBSCRIPTIONS 840 420 420 1430258 1142074 192016 96168 328008 307784 8252 9862 35716 17555 18531 18161 42122081 48978928 216046 456117 42692918 49770852 67090 8711 4593162 3040263 2437364 4814868 7097616 7863842 X 4678513 5464798 6726010 9386531 24190779 27055681 35595302 41907010 42692918 49770852 X 4291658 3944821 -1924771 X 0 1 X 1 0 X 4351154 1325086 1984004 2294099 2057625 12011968 4351154 1325086 1984004 2294099 2057625 12011968 252740 11759228 158840 456618 786487 726665 524042 2652652 14664620 153323 0.80190 0.81800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 277743 122850 2606951 1 1 0 1 X 35094268 2307967 5241638 861498 174244 254090 41354041 31473334 1445881 3660968 1000323 266888 218704 35094268 28698536 3621799 413170 1011422 76206 172543 31473334 23324828 2483767 3654081 419104 170725 174311 28698536 9384531 13927074 1001124 583882 230000 174019 23324828 0.11880 0.88120 0 0 7804 4097 3707 21312 10158 11154 6600 3300 3300 18161 BENEFICIARY ENDOWMENTS 4693473 CHARITABLE GIFT ANNUITY PAYABLE 95588 DUE TO ARCHDIOCESE OF ATLANTA 25807 4814868 X 7765779 3944821 70029 4014850 3750929 1970987 1970987 5721916 1454071 70029 70029 1384042 46216 46216 1430258 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 2014 AND 2013. 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 4B - OTHER ADJUSTMENTS: BENEFICIARY ENDOWMENT FUNDS REVENUE 1,970,987. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFICIARY ENDOWMENT FUNDS EXPENSES 46,216. 1 WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501(C)(3) 25000 DAF - ANNUAL CAMPAIGN CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501(C)(3) 51644 DAF - GENERAL OPERATION FOUNDATION FOR THE BLIND 1235 E HARMONT DRIVE PHOENIX AZ 85020 860129981 501(C)(3) 10000 DAF - GENERAL OPERATION JERRY CEBULSKI AFRICAN DISABILITY FOUNDATION 47 HARFORD AVENUE SHAVERTOWN PA 18708 462712939 501(C)(3) 9000 DAF - GENERAL OPERATION ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501(C)(3) 58800 SEMINARIAN EDUCATION ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501(C)(3) 100000 SEMINARIAN EDUCATION BLESSED TRINITY CATHOLIC HIGH SCHOOL 11320 WOODSTOCK ROAD ROSWELL GA 30075 582602641 501(C)(3) 8000 GENERAL OPERATION CATHOIC CHARITIES OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 581097003 501(C)(3) 88476 GENERAL OPERATION CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501(C)(3) 5500 GENERAL OPERATION IGNATIUS HOUSE JESUIT RETREAT CENTER 6700 RIVERSIDE DRIVE NW ATLANTA GA 30328 580862903 501(C)(3) 6774 GENERAL OPERATION MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD ATLANTA GA 30319 580566204 501(C)(3) 8000 GENERAL OPERATION MONSIGNOR WALTER J DONOVAN HIGH SCHOOL 590 LAVENDER RD ATHENS GA 30606 651169619 501(C)(3) 12000 GENERAL OPERATION OUR LADY OF MERCY CATHOLIC HIGH SCHOOL 861 EVANDER HOLYFIELD HWY FAYETTEVILLE GA 30214 582614489 501(C)(3) 8000 GENERAL OPERATION OUR LADY OF VICTORY CATHOLIC SCHOOL 211 KIRKLEY ROAD TYRONE GA 30290 582416040 501(C)(3) 6000 GENERAL OPERATION ST JOHN NEUMANN CATHOLIC SCHOOL 791 TOM SMITH ROAD LILBURN GA 30047 581661089 501(C)(3) 6000 GENERAL OPERATION ST JOHN THE EVANGELIST CATHOLIC SCHOOL 240 ARNOLD STREET HAPEVILLE GA 30354 205200945 501(C)(3) 6000 GENERAL OPERATION ST JOSEPH CATHOLIC SCHOOL 958 EPPS BRIDGE PARKWAY ATHENS GA 30606 580864659 501(C)(3) 6000 GENERAL OPERATION ST MARY'S CATHOLIC SCHOOL 401 E SEVENTH STREET ROME GA 30161 412097947 501(C)(3) 12000 GENERAL OPERATION ST PETER CLAVER REGIONAL CATHOLIC SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501(C)(3) 37263 GENERAL OPERATION GENERAL OPERATION ST PIUS X CATHOLIC HIGH SCHOOL 2674 JOHNSON ROAD ATLANTA GA 30345 580706914 501(C)(3) 22000 GENERAL OPERATION ST THOMAS MORE CATHOLIC SCHOOL 630 W PONCE DE LEON AVE DECATUR GA 30030 580456277 501(C)(3) 6000 GENERAL OPERATION ST PETER CLAVER REGIONAL CATHOLIC SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501(C)(3) 8000 INTERACTIVE SMART BOARDS PURCHASE CATHOLIC HOUSING INITIATIVES (DBA ST JOSEPH'S PLACE) 2973 BUTNER ROAD SW ATLANTA GA 30331 582087007 501(C)(3) 20500 REPLACING CABINETS NOTRE DAME ACADEMY 4635 RIVER GREEN PARKWAY DULUTH GA 30096 841657624 501(C)(3) 35000 SCHOOL'S EXPANSION ST JOHN NEUMANN CATHOLIC SCHOOL 791 TOM SMITH ROAD LILBURN GA 30047 581661089 501(C)(3) 10000 TECHNOLOGY UPGRADE ST JUDE THE APOSTLE CATHOLIC SCHOOL 7171 GLENRIDGE DRIVE NE ATLANTA GA 30328 580877839 501(C)(3) 10000 TECHNOLOGY UPGRADE SENIOR CONNECTIONS 5238 PEACHTREE ROAD ATLANTA GA 30341 581187876 501(C)(3) 5300 VEHICLE PURCHASE 24 0 PART I, LINE 2: COMPETITIVE GRANT APPLICANTS NEED TO FILL OUT THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. STAFF MEMBERS CONDUCT THE DUE DILIGENCE TO ENSURE THAT ALL GRANTEE ORGANIZATIONS ARE ELIGIBLE. GRANT COMMITTEE REVIEWS ALL THE GRANTS AND ALSO ENSURES IT MEETS THE REPORTING REQUIREMENT. BOARD OF DIRECTORS APPROVE ALL GRANTS. 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 FUND 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 DENIED, OR THE ISSUE WILL NEED TO GO TO THE GRANTS COMMITTEE FOR DISCUSSION. WHEN APPROPRIATE, ENDOWMENT DISTRIBUTIONS CAN BE DENIED BY THE BOARD OF DIRECTORS. 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 LEGALLY ELIGIBLE FOR A GRANT. IF NOT, THE REQUEST IS BROUGHT TO THE GRANTS COMMITTEE FOR DISCUSSION AND WHEN APPROPRIATE, CAN BE DENIED BY THE BOARD OF DIRECTORS. 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. GRANTS FROM $2,500 TO $5,000 ARE LISTED ON SCHEDULE O. 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 $95,664 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. GRANTS FROM $2,500 TO $5,000 ARE LISTED ON SCHEDULE O. X 3 237982 MARKET VALUE 0 1 1 PART I, LINE 32B: GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND SENDS A CHECK TO THE ORGANIZATION. ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES DURING CURRENT FISCAL YEAR: OUR TOTAL CONTRIBUTIONS OF $4,379,461 INCLUDED CONTRIBUTIONS OF $3,985,533 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 $1,970,987. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE $393,928 COMPARED TO OUR GRANTS ($907,714) AND OPERATING EXPENSES($522,544) WHICH TOTALED $1,430,258. FORM 990, PART VI, SECTION A, LINE 2 ARCHBISHOP WILTON D GREGORY, MSG W. JOSEPH CORBETT 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 -1,970,987. BENEFICIARY ENDOWMENT FUNDS EXPENSES 46,216. FORM 990, PART VII - ADDITIONAL INFORMATION COMPENSATION REPORTED FOR ARCHBISHOP WILTON D. GREGORY, MSGR. JOSEPH CORBETT AND MSGR. DAN STACK IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. SUPPLEMENTAL INFORMATION FOR GRANTS GIVEN: DURING THE FISCAL YEAR, THE FOUNDATION HAS GIVEN LARGE NUMBERS OF GRANTS TO VARIOUS ORGANIZATIONS. LARGE GRANTS OF MORE THAN $5,000 ARE REPORTED ON SCHEDULE I. IN ADDITION TO THOSE GRANTS, WE HAVE GIVEN THE FOLLOWING GRANTS RANGING FROM $2,500 TO $5,000. FROM DONOR ADVISED FUNDS: $2,500 TO ALL SAINTS CATHOLIC CHURCH FOR GENERAL OPERATION $5,000 TO ATLANTA ANIMAL ALLIANCE FOR ANIMAL WELFARE CAMPUS $2,500 TO CLARK ATLANTA UNIVERSITY FOR SHACK SCHOLARSHIPS $5,000 TO CRISTO REY ATLANTA JESUIT HIGH SCHOOL FOR GENERAL OPERATION $5,000 TO LOST OUR HOME PET FOUNDATION FOR GENERAL OPERATION $5,000 TO MARIST SCHOOL FOR REACH FOR EXCELLENCE $3,000 TO HIGH MUSEUM OF ART/WOODRUFF ARTS CENTER FOR YOUTH EDUCATION $3,000 TO ST. PAUL OF THE CROSS CATHOLIC CHURCH FOR RENOVATION $3,000 TO ST. PETER CLAVER REGIONAL SCHOOL FOR TECHNOLOGY UPGRADE $3,000 TO ZOO ATLANTA FOR FREE-OF-CHARGE EDUCATION EXPERIENCE FROM FOUNDATION GRANTS PROGRAM: $3,000 TO ARCHDIOCESE OF ATLANTA FOR SENDING VOLUNTEERS TO RELIGIOUS AMERICAN SIGN LANGUAGE WEEK $5,000 TO ARCHDIOCESE OF ATLANTA FOR 2014 EUCHARISTIC CONGRESS EVENT $4,300 TO ARCHDIOCESE OF ATLANTA - GEORGIA BULLETIN FOR THE DIGITIZATION AND PRESERVATION OF THE ANALOG PHOTOGRAPH COLLECTION $4,000 TO ARCHDIOCESE OF ATLANTA FOR PURCHASING FIVE (5) PROJECTORS AND CARTS FOR USE IN THE DIACONATE FORMATION PROGRAM $5,000 TO ARCHDIOCESE OF ATLANTA FOR SENDING EIGHT PRIESTS TO ATTEND THE ICSC CONFERENCE IN ORLANDO, FL. $5,000 TO ATLANTA CHILDREN'S SHELTER FOR SUPPORT OF EARLY CHILDHOOD EDUCATION AND COMPREHENSIVE SOCIAL SERVICE PROGRAMS $2,500 TO BUCKHEAD CHRISTIAN MINISTRY FOR THE 70/30 PROJECT $4,000 TO CARENET PREGNANCY RESOURCE CENTER TOWARDS THE SALARY OF THE FULL-TIME CLINICAL MANAGER $5,000 TO CATHOLIC CHARITIES ATLANTA FOR A COMPREHENSIVE WEB-BASED CLIENT DATABASE TRACKING SYSTEM $5,000 TO CATHOLIC CHARITIES ATLANTA FOR CAREGIVERS WORKSHOPS $4,500 TO CHRIST OUR HOPE CATHOLIC CHURCH FOR YEAR-ROUND MENTORING AND TUTORING PROGRAM FOR PARISH YOUTH $2,500 TO COMMUNITY ASSISTANCE CENTER FOR THE EMERGENCY ASSISTANCE $5,000 TO CROSSROADS COMMUNITY MINISTRIES FOR THE HOUSING SOLUTIONS $2,500 TO FAMILIES FIRST FOR GENERAL OPERATING SUPPORT $5,000 TO FAMILY PROMISE OF COBB COUNTY FOR A PORTION OF THE ANNUAL SALARY OF A FULL-TIME DIRECTOR POSITION $2,500 TO FRAGILE KIDS FOUNDATION FOR A COVAID PEDIATRIC STROLLER (WHEELCHAIR) FOR THE LOANED EQUIPMENT PROGRAM $2,500 TO HANDS AROUND THE HILL FOR THE EXPANSION OF THE HOMELESS MEN'S CHOIR TO INCLUDE A GATEWAY HOMELESS CENTER $5,000 TO HOLY REDEEMER CATHOLIC SCHOOL FOR GENERAL OPERATING SUPPORT $5,000 TO HOLY SPIRIT PREPARATORY SCHOOL FOR GENERAL OPERATING SUPPORT $5,000 TO IMMACULATE HEART OF MARY SCHOOL FOR GENERAL OPERATING SUPPORT $2,500 TO INTERFAITH OUTREACH HOME FOR OPERATING COSTS $2,500 TO JERUSALEM HOUSE FOR OPERATING COSTS $5,000 TO LIFE TEEN INC. FOR BUILDING A COVERED DINING AREA CONNECTED TO THE MAIN DINING HALL TO ACCOMMODATE MORE TEENS $2,500 TO MERCY HOUSING SOUTHEAST TO SUPPORT RESIDENT SERVICES FOR YOUTH AGES 5-18 AT TWO AFFORDABLE FAMILY HOUSING PROPERTIES $2,500 TO MONASTERY OF THE HOLY SPIRIT (HEALING VETERANS.ORG) FOR ANNUAL HEALING FOR VETERANS RETREAT $5,000 TO NOTRE DAME ACADEMY FOR GENERAL OPERATING SUPPORT $3,000 TO OUR LADY OF THE ASSUMPTION CATHOLIC CHURCH FOR TUITION ASSISTANCE FOR WORKSHOPS IN THE INSTITUTO FE Y VIDA $5,000 TO OUR LADY OF THE ASSUMPTION CATHOLIC SCHOOL FOR OPERATIONS $5,000 TO PINECREST ACADEMY FOR THE EXPANSION OF STEM PROGRAMMING FOR MIDDLE SCHOOL STUDENTS $5,000 TO PINECREST ACADEMY FOR GENERAL OPERATING SUPPORT $4,000 TO PREGNANCY AID CLINIC FOR AN INTERNAL PROBE TO PERFORM ULTRASOUNDS ON WOMEN IN NEED $2,500 TO PREVENT BLINDNESS GEORGIA FOR VISION SCREENINGS FOR CHILDREN IN PRESCHOOLS IN NORTH GEORGIA $5,000 TO QUEEN OF ANGELS CATHOLIC SCHOOL FOR GENERAL OPERATING SUPPORT $5,000 TO SOPHIA ACADEMY FOR IPAD AND PROMETHEAN SMART BOARD $5,000 TO SOPHIA ACADEMY FOR GENERAL OPERATING SUPPORT $4,250 TO ST. ANDREW CATHOLIC CHURCH FOR THE REPAIR OF A BUS $2,500 TO ST. BRENDAN THE NAVIGATOR CATHOLIC CHURCH FOR THE OUR FAMILY GED PREPARATION PROGRAM $5,000 TO ST. CATHERINE OF SIENA CATHOLIC SCHOOL FOR OPERATING SUPPORT $3,000 TO ST. FRANCIS OF ASSISI CATHOLIC CHURCH FOR PARISH ESL CLASSES $5,000 TO ST. GABRIEL CATHOLIC CHURCH FOR AN UPGRADE TECHNOLOGY CAPABILITY IN THE RELIGIOUS ED PROGRAM $5,000 TO ST. JOSEPH CATHOLIC CHURCH (ATHENS) FOR COSTS OF NEW CATHOLIC RADIO STATION $5,000 TO ST. JOSEPH CATHOLIC SCHOOL (MARIETTA) FOR OPERATING SUPPORT $5,000 TO ST. JOSEPH CATHOLIC SCHOOL (MARIETTA) FOR NEW SURVEILLANCE CAMERAS AND IMPROVED LED LIGHTING FOR SECURITY $2,500 TO ST. JOSEPH'S MERCY FOUNDATION (MERCY SENIOR CARE) FOR GENERAL OPERATING SUPPORT FOR THE ADULT DAY HEALTH PROGRAM $5,000 TO ST. JUDE THE APOSTLE CATHOLIC SCHOOL FOR OPERATING SUPPORT $3,000 TO ST. PAUL OF THE CROSS CATHOLIC CHURCH FOR RENOVATED AND EXPANDED RESTROOMS IN THE SCHOOL BUILDING $4,000 TO ST. PAUL OF THE APOSTLE CATHOLIC CHURCH FOR NEW FURNITURE FOR THE NEW CATHOLIC EDUCATION AND COMMUNITY CENTER $2,500 TO THE COMMUNITY SCHOOL FOR THE SCHOOL PROGRAM AND THE YOUNG ADULTS IN TRANSITION PROGRAM $5,000 TO VISITING NURSE HEALTH SYSTEM FOR GENERAL OPERATING SUPPORT OF THE HOSPICE CARE PROGRAM $4,000 TO YOUTHSPARK FOR SUPPORT EFFORTS TO END CHILD SEX TRAFFICKING FROM ENDOWMENT DISTRIBUTIONS: $4,584 TO ST. MARY CATHOLIC SCHOOL FOR OPERATIONS $4,465 TO THE CATHOLIC CENTER AT GEORGIA TECH FOR OPERATIONS ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501(C)(3) LINE 1 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF ATLANTA C 162265 CASH DONATION ARCHDIOCESE OF ATLANTA P 46210 EMPLOYEE BENEFIT PREMIUM 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 AND SCHEDULE O. SCHEDULE R, PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA. DURING THE FISCAL YEAR, $70,000 WAS USED FOR PLANNED GIFT GIVING AND $92,265 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.