2015-11-14T13:10:01-06:00 2014-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2014-01-01 841481641 The Catholic Foundation No Colorado % THE ORGANIZATION CATH 3034689885 3801 EAST FLORIDA AVE SUITE 909 DENVER CO 80210 Deacon Steven Stemper President 3034689885 2015-11-16 true Rita F Worster CPA P00290681 7194714290 2014 2016-04-25 22:37:26Z X STEVEN STEMPER 3801 EAST FLORIDA AVE STE 909 DENVER CO 80210 35364834 false X WWW.THECATHOLICFOUNDATION.COM X 1998 CO THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. 17 17 12 25 -62934 -62934 6120642 8938493 0 0 8045813 2548139 7652 0 14174107 11486632 9743754 15226344 0 0 840431 864480 148212 0 317634 940785 980710 11673182 17071534 2500925 -5584902 131674881 129166997 22385655 26453387 109289226 102713610 X THE FOUNDATION IS CALLED BY JESUS CHRIST: TO PROMOTE THE MISSION OF THE CHURCH IN NORTHERN COLORADO BY ENCOURAGING FINANCIAL STEWARDSHIP; TO FAITHFULLY STEWARD AND DISTRIBUTE FUNDS ENTRUSTED TO THE FOUNDATION; AND TO COOPERATE WITH PARISHES AND OTHER CATHOLIC ORGANIZATIONS TO DEVELOP ADDITIONAL RESOURCES AND SUPPORT. false false 8570865 8465691 THE CATHOLIC FOUNDATION SUPPORTS THE PREPARATION OF PRIESTS THROUGH GRANTS, SUPPORTING THE OPERATIONS AND NEEDS OF ST. JOHN VIANNEY THEOLOGICAL SEMINARY AND REDEMPTORIS MATER MISSIONARY SEMINARIES. 1879614 1856549 COMMITTED TO TEACHING OUR CHILDREN, THE CATHOLIC FOUNDATION AWARDS GRANTS TO CATHOLIC SCHOOLS ACROSS NORTHERN COLORADO TO BENEFIT SCHOLARSHIP PROGRAMS, PROVIDE TUITION ASSISTANCE, AND ENABLE THE SCHOOLS TO PROVIDE A JUST WAGE TO THEIR TEACHERS. 3203016 3163711 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 1806725 1740393 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 1806725 1740393 15460220 true true false false false true false false false true true true false false true false true false false false true true false false false false false true false true false false false false false false false false true false false false true true true false false true X 7 0 true 12 true true true true VI CJ EI false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false X THE ORGANIZATION 3034689885 3801 EAST FLORIDA AVENUE STE 909 DENVER CO 80210 ROBERT ZARLENGO CHAIRMAN OF THE BOARD 1.0 0.0 X X 0 0 0 NORMA FRANK DIRECTOR 1.0 0.0 X 0 0 0 TONY CHURCH SECRETARY 1.0 0.0 X X 0 0 0 DOMINIC PALAZZO TREASURER 1.0 0.0 X X 0 0 0 NANCY BAUMAN DIRECTOR 1.0 0.0 X 0 0 0 FRAN COMBS DIRECTOR 1.0 0.0 X 0 0 0 BOB GROSS DIRECTOR 1.0 0.0 X 0 0 0 RANDY HAMMOND DIRECTOR 1.0 0.0 X 0 0 0 MARGUERITE HUNTER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL JANSEN DIRECTOR 1.0 0.0 X 0 0 0 SUZAN LAVELLE DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM LEER DIRECTOR 1.0 0.0 X 0 0 0 SAM PERRY DIRECTOR 1.0 0.0 X 0 0 0 DEACON MARK SALVATO DIRECTOR 1.0 0.0 X 0 0 0 JOSEPH TALARICO DIRECTOR 1.0 0.0 X 0 0 0 ARCHBISHOP SAMUEL J AQUILA DIRECTOR 1.0 0.0 X 0 0 0 REV RANDY DOLLINS DIRECTOR 1.0 0.0 X 0 0 0 REV MSGR THOMAS S FRYAR V DIRECTOR THROUGH 03/2014 1.0 0.0 X 0 0 0 LOU JAHDE DIRECTOR THROUGH 03/2014 1.0 0.0 X 0 0 0 KEVIN KOPP DIRECTOR THROUGH 03/2014 1.0 0.0 X 0 0 0 SONNY LUBICK DIRECTOR THROUGH 03/2014 1.0 0.0 X 0 0 0 JAMES KONTNY DIRECTOR THROUGH 03/2014 1.0 0.0 X 0 0 0 STEVEN STEMPER PRESIDENT & CEO 40.0 0.0 X 190219 0 40795 DAVID FANTZ ADMINISTRATIVE OFFICER 40.0 0.0 X 82620 0 13275 272839 0 54070 1 false true false 0 8938493 1354417 8938493 0 649280 -62934 712214 0 0 0 0 0 25697061 80000 23802045 76157 1895016 3843 1898859 1898859 0 0 0 0 11486632 -62934 2611073 15158344 15158344 0 0 68000 68000 0 326909 326909 0 434809 374871 59938 23621 23621 30597 26379 4218 48544 41852 6692 0 35577 35577 47800 47800 0 0 167385 167385 137498 43013 94485 27419 27419 78687 2470 35905 40312 53312 53312 0 52523 52523 25106 25106 0 46321 2382 43939 182202 182116 86 0 40703 40703 9601 9601 GIFTS 5224 5224 MISCELLANEOUS 6537 6537 DEVELOPMENT MARKETING 15525 15525 ROSARIES & PRAYER BOOKS 49290 49290 17071534 15460220 1293680 317634 X 1736063 475579 6155225 5538065 28456179 22460988 6400 6400 0 0 0 0 0 0 0 0 82640 179257 992604 107569 391039 885035 48779368 52027689 46067967 47593984 0 0 0 0 0 0 131674881 129166997 175925 259693 689530 1118479 56216 52973 0 0 0 0 0 0 3866668 3600002 0 0 17597316 21422240 22385655 26453387 X 51602230 51528227 56653183 50151570 1033813 1033813 109289226 102713610 131674881 129166997 -5584902 -990714 X false true X true false X 1916257 6002246 32692933 6120642 8938493 55670571 0 0 1916257 6002246 32692933 6120642 8938493 55670571 3938237 51732334 504957 474541 609650 508270 712214 2809632 0 0 58480203 7652 0.88461 0.90025 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 3097351 6149733 33646067 true true 60242443 3225665 219310 8763088 54924330 58120155 3921632 3260603 5059947 60242443 29563663 31090474 2588401 5122383 58120155 27672185 4122619 -147522 2083619 0 29563663 24598458 2074601 2833992 1834866 0 27672185 0.06810 0.01880 0.91310 false false 262000 262000 110000 110000 155032 37694 117338 392010 51418 340592 73562 18457 55105 885035 ABSOLUTE RETURN 0 F HEDGED EQUITY 3491492 F NON-MARKETABLE SECURITIES 22202 F COMMODITIES 3508121 F CORPORATE SECURITIES 14873026 F DOMESTIC REAL ESTATE 1946140 F INTERNATIONAL SECURITIES 23753003 F 47593984 0 INVESTMENTS HELD IN TRUST 21422240 21422240 10328533 -990714 -990714 11319247 167385 167385 11486632 16904149 16904149 167385 167385 17071534 SCHEDULE D, PART V, LINE 4 Describe the intended uses of the organization's endowment funds: Temporarily restricted net assets are those whose use by the Foundation has been limited by donors to a specific time period or purpose. Permanently restricted net assets have been restricted by donors to be maintained by the Foundation in perpetuity. Endowments have been restricted for the use of the following: Caring for our poor, teaching our children, spreading the Gospel, strengthening our parishes, preparing our priests, and time restriction. Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED ITS INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true South America Grantmaking 10000 South Asia Grantmaking 8000 Sub-Saharan Africa Grantmaking 50000 Central America and the Caribbean Investments 34129671 34197671 34197671 Sub-Saharan Africa Strengthening Our 50000 wire trnsfr South America 10000 wire trnsfr 1 true false true true true false SCHEDULE F, PART I, LINE 2 Organization's procedures for monitoring the use of grant funds: From the Foundation's Policy Statement Regarding International Grant making and the Making of Grants to Certain Other Organizations, Projects and Initiatives: Project Monitoring: The proposed project must include meaningful processes by which the committee or individual designated may assess the project in terms of meeting stated goals, including regular accounting for use of grant funds by the foreign organization recipient and possibly including field investigations after the grant is made. This corporation shall retain the right to withdraw approval of a grant and to receive a refund of any unexpended grant funds in the event that it is determined by said committee or individual that the project is not meeting its stated goals, or that any of the preconditions set forth in the grant are not being satisfied. Wherever feasible, grant funds will be released for specific projects on an "as needed" basis. SCHEDULE F, PART I, LINE 3 DETAIL OF FOREIGN INVESTMENTS: FAIR MARKET VALUE OF INVESTMENTS 33,819,911 INVESTMENT MANAGEMENT FEES 309,761 TOTAL 34,129,671 true Annunciation Catholic Church 1408 E 36th Avenue Denver CO 80205 840522064 501(c)(3) 7500 Caring for Our Annunciation Catholic School 3536 Lafayette Street Denver CO 80205 840522064 501(c)(3) 105000 Teaching Our Archdiocese of Denver 1300 South Steele Street Denver CO 80210 841495066 501(c)(3) 31750 Spreading the Good AOD - Archbishop Catholic Appeal 3801 E Florida Ave Denver CO 80210 840499858 501(c)(3) 59500 Teaching Our AOD - Holy Trinity Center 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 1313948 Teaching Our AOD - Office of Catholic Schools 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 201784 Spreading the Good AOD - Office of Priest Personnel 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 92350 Teaching Our AOD - Centro San Juan Diego 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 25000 Teaching Our Centro San Juan Diego 2830 Lawerence Street Denver CO 80205 840499858 501(c)(3) 26500 Strengthening Our AOD - Office of Envangelization & Family 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 64462 Caring for Our AOD - Emergency Grants to Parishes 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 243253 Spreading the Good AOD - JPII Center Assistance 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 101250 Spreading the Good AOD - Office of the Archbishop 1300 S Steele Street Denver CO 80210 840499858 501(c)(3) 48500 Strengthening Our AOD - Office of Vocations 1300 S Steele St Denver CO 80210 841495066 501(c)(3) 5937 Caring for Our AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 7500 Caring for Our AOD - Catholic Biblical School 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 27000 Spreading the Good AOD - St John vianney Seminary 1300 S Steele St Denver CO 80210 841495066 501(c)(3) 2250000 Teaching Our St John Vianney Theological Seminary 1300 S Steele Street Denver CO 80210 841495066 501(c)(3) 6099904 Spreading the Good Arrupe Jesuit High School 4343 Utica Street Denver OH 80212 020628872 501(c)(3) 227500 Teaching Our Augustine Institute 6160 South Syracuse Way Greenwood Village CO 80111 202349108 501(c)(3) 288120 Teaching Our Augustine Institute 6160 South Syracuse Way Greenwood Village CO 80111 202349108 501(c)(3) 64074 Teaching Our Bishop Machebeuf High School 458 N Uinta Way Denver CO 80230 841490220 501(c)(3) 164062 Spreading the Good Blessed Sacrament Catholic School 1912 Eudora St Denver CO 80220 840402673 501(c)(3) 35000 Teaching Our Catholic Charities & Community Services 4045 Pecos Street Denver CO 80211 840686679 501(c)(3) 107122 Caring for Our Catholic Charities - Fr Ed Judy House 4045 Pecos Street Denver CO 80211 840686679 501(c)(3) 50250 Teaching Our Catholic Charities - Samaritan House 4045 Pecos Street Denver CO 80211 840686679 501(c)(3) 60000 Caring for Our Catholic Charities - Lighthouse 4045 Pecos Street Denver CO 80211 840686679 501(c)(3) 54000 Teaching Our Catholic News Agency 3392 S Broadway Englewood CO 80113 200196438 501(c)(3) 63800 Spreading the Good Christian LIfe Movement 6251 W Alamo Dr Littleton CO 80123 841487058 501(c)(3) 15000 Strengthening Our Congo Relief Mission 1251 W Long Court Littleton CO 80120 841376317 501(c)(3) 100000 Teaching Our ENDOW 6021 S Syracuse Way Suite 220 Greenwood Village CO 80111 830362209 501(c)(3) 26067 Teaching Our Escuela de Guadalupe 3401 Pecos Street Denver CO 80211 311652842 501(c)(3) 20000 Teaching Our Fellowship of Catholic University Students 603 Park Point Drive Suite 200 Genesee CO 80401 841522811 501(c)(3) 257214 Teaching Our JPII Outdoor Lab 876 14th St Golden CO 80402 264365733 501(c)(3) 7500 Preparing Our Camp Wojtyla PO Box 528 Berthoud CO 80513 264365733 501(c)(3) 10000 Teaching Our Guardian Angels Catholic School 1843 W 52nd Avenue Denver CO 80221 840518957 501(c)(3) 51500 Teaching Our Holy Family High School 5195 W 144th Ave Broomfield CO 80023 841490222 501(c)(3) 14000 Teaching Our Marian Community if Reconciliation 1060 St Francis Way Denver CO 80204 460639476 501(c)(3) 62500 Teaching Our Marycrest Assisted Living (Legacy Senior Services) 2850 Columbine Road Denver CO 80221 800015864 501(c)(3) 25000 Teaching Our JK Mullen HIgh School 3601 S Lowell Blvd Denver CO 80236 846005720 501(c)(3) 18000 Strengthening Our National Catholic Bioethics Center 6399 Drexel Road Philadelphia PA 19151 042871526 501(c)(3) 75000 Teaching Our Our Lady of Lourdes Catholic School 2200 So Logan St Denver CO 80210 840421979 501(c)(3) 25000 Spreading the Good Papal Foundation 150 Monument Road Bala Cynwd PA 19004 232511991 501(c)(3) 1260 Spreading the Good Papal Foundation 150 Monument Road Bala Cynwd PA 19004 232511991 501(c)(3) 5300 Teaching Our Presentation of Our Lady School 695 Julian Street Denver CO 80204 840404270 501(c)(3) 1000 Caring for Our Presentation of Our Lady School 695 Julian Street Denver CO 80204 840404270 501(c)(3) 1500 Caring for Our Presentation of Our Lady School 695 Julian Street Denver CO 80204 840404270 501(c)(3) 5000 Spreading the Good Regis Jesuit High School 6300 S Lewiston Way Centennial CO 80016 840791593 501(c)(3) 114000 Teaching Our Regis Jesuit High School - Boys Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 12500 Spreading the Good Regis Jesuit High School - Girls Division 6300 S Lewiston Way Aurora CO 80016 840791593 501(c)(3) 12500 Spreading the Good Regis University 3333 Regis Blvd B-16 Denver CO 80221 840402707 501(c)(3) 13750 Spreading the Good St Andrew Church 412 Dexter Street Wray CO 80758 840534149 501(c)(3) 7487 Spreading the Good St Bernadette Catholic School 7240 W 12th Ave Denver CO 80215 840431890 501(c)(3) 57000 Caring for Our St Catherine of Siena School 4200 Federal Blvd Denver CO 80211 840438235 501(c)(3) 41500 Teaching Our St Francis de Sales Catholic School 301 S Sherman St Denver CO 80209 840404268 501(c)(3) 58000 Teaching Our St Louis Catholic Church 3310 South Sherman st Englewood CO 80113 840406817 501(c)(3) 51818 Spreading the Good St Louis Catholic School 3310 South Sherman st Englewood CO 80113 840406817 501(c)(3) 25000 Caring for Our St Patrick Catholic Church 519 S Interocean Holyoke CO 80734 841239433 501(c)(3) 7482 Teaching Our St Pius X Grade School 13670 E 13th Place Denver CO 80011 840457083 501(c)(3) 21500 Spreading the Good St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(c)(3) 25000 Caring for Our St Stephen Catholic School 414 S Hyland Park Dr Glenwood Springs CO 81601 840539250 501(c)(3) 35000 Spreading the Good St Therese Catholic School 1200 Kenton St Aurora CO 80010 840469539 501(c)(3) 60000 Spreading the Good St Thomas More Parish 8035 South Quebec St Centennial CO 80112 840642458 501(c)(3) 31787 Spreading the Good Sts Peter and Paul Catholic School 3900 Pierce St WheatRidge CO 80033 840448043 501(c)(3) 20000 Spreading the Good Seeds of Hope 3801 E Florida Ave Denver CO 80210 841437053 501(c)(3) 49000 Caring for Our Seeds of Hope 3801 E Florida Ave Denver CO 80210 841437053 501(c)(3) 10000 Caring for Our Wyoming Catholic College PO Box 750 Lander WY 82520 830434307 501(c)(3) 125000 Spreading the Good Light of the World Catholic Church 10316 W Bowles Avenue Littleton CO 80127 840891806 501(c)(3) 6500 Spreading the Good Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Avenue Denver CO 802113601 840528531 501(c)(3) 12500 Spreading the Good Dominican Home Health Agency 2501 Gaylord Street Denver CO 80205 840567786 501(c)(3) 41189 Spreading the Good Catholic Leadership Institute 440 E Swedesford Road St 3040 Wayne PA 19087 232661414 501(c)(3) 54000 Caring for Our St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 6000 Caring for Our St Thomas Aquinas Catholic Center 904 14th Street Boulder CO 80302 840430715 501(c)(3) 10400 Strengthening Our St James Catholic School 1414 Newport St Denver CO 80220 840402708 501(c)(3) 35000 Caring for Our Religious Sisters of Mercy 1300 S Steele St Denver CO 80210 840499858 501(c)(3) 7500 Spreading the Good Abbey of St Walburga 1029 Benedictine Way Virginia Dale CO 80536 840659341 501(c)(3) 25000 Caring for Our Father Woody's Haven of Hope 1101 W 7th Ave Denver CO 80204 841479555 501(c)(3) 17500 Spreading the Good Boys Hope Girls Hope 7060 E Hampden Ave 203 Denver CO 80224 841239769 501(c)(3) 12500 Spreading the Good Dominican Sisters of Mary Mother of the Euchrist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(c)(3) 7500 Spreading the Good Mount Saint Vincent Home 4159 Lowell Blvd Denver CO 80211 840405260 501(c)(3) 20460 Teaching Our Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 372281909 620552181 501(c)(3) 25000 Charity/Aid Catholics Come Home & VirtueMedia Inc 560 W Crossville Road Suite 100 Roswell GA 30075 261102557 501(C)(3) 20000 Charity/Aid Families of Character 4643 S Ulster Street Suite 1040 Denver CO 80237 271083135 501(C)(3) 27500 Charity/Aid University of Notre Dame 405 Main Building Notre Dame IN 46556 350868188 501(c)(3) 25000 Charity/Aid St Peter Catholic Church 915 12th Street Greeley CO 80631 840423075 501(c)(3) 5000 St Peter Catholic Church 915 12th Street Greeley CO 80631 840423075 501(c)(3) 17500 St Peter Catholic Church 915 12th Street Greeley CO 80631 840423075 501(c)(3) 23000 St Vincent de Paul Parish & School 2375 E Arizona Denver CO 80210 840439603 501(c)(3) 25000 Paradisus Dei Inc PO Box 19127 Houston TX 77224 061699099 501(c)(3) 26000 The Alpha Center 1212 S College Ave Ft Collins CO 80524 742481573 501(c)(3) 7500 Our Lady of Loreto Catholic Parish 1800 E Arapahoe Rd Aurora CO 80016 841489200 501(c)(3) 25000 Providence Network 801 Logan St Denver CO 80203 742505406 501(c)(3) 7500 Loras College 1450 Alta Vista St Dubuque IA 52001 420680412 501(c)(3) 25000 Alternatives Pregnancy Center 1440 Blake St Suite 200 Denver CO 802021475 742218129 501(c)(3) 22000 Safe2Tell PO Box 49296 Colorado Springs CO 80949 208987664 501(c)(3) 7500 Christ In The City 605 W 6th Ave Denver CO 80204 274663181 501(c)(3) 26400 Christ In The City 605 W 6th Ave Denver CO 80204 274663181 501(c)(3) 75000 Benedictine College 1020 2nd St Atchison KS 66002 480777079 501(c)(3) 50000 Twin Parishes Food Bank 3663 Humboldt St Denver CO 80205 840522064 501(c)(3) 10000 Thomas More College of Liberal Arts 6 Manchester Street Merrimack NH 030549947 020344073 501(c)(3) 225000 Society of St Vincent de Paul 2250 S Harrison St Denver CO 80210 846032037 501(c)(3) 50500 Adams County Emergency Food Bank 7111 E 56th Ave Commerce City CO 80022 300754165 501(c)(3) 30000 Association for the Promotion of the Apostolate-So 3290 W Milan Avenue Englewood CO 80110 274663351 501(c)(3) 18800 Blessed John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(c)(3) 10500 In Ipso 8818 W Glasgow Pl Littleton CO 80128 275196942 501(c)(3) 24500 Divine Mercy Supportive Care Inc 303 South Broadway Suite 220 Denver CO 80209 461777911 501(c)(3) 71400 Metro Infanta Foundation Inc 7350 Braun Way Arvada CO 80005 841353940 501(c)(3) 15000 Real Life Catholic 6060 S Syracuse Way Suite 8225 Greenwood Village CO 80111 455489172 501(c)(3) 51000 Bella Natural Women's Care 180 E Hampden Ave Suite 100 Englewood CO 80113 462578248 501(c)(3) 251000 Children of the Dust Charity PO Box 471058 Aurora CO 80047 463008410 501(c)(3) 10000 Evangelical Homes of Michigan 14900 Shoreline Drive Sterling Heights MI 48313 381299215 501(c)(3) 50000 Parents Television Council Inc 707 Wilshire Boulevard 2075 Los Angeles CA 90017 954819071 501(c)(3) 8000 Catholic Cloudcom 101 University Blvd 400 Denver CO 80206 455127951 501(c)(3) 25000 St John the Baptist 809 W Charlotte Johnstown CO 80534 841220503 501(c)(3) 10440 Holy Name Parish PO Box 774198 Steamboat Springs CO 80477 841283292 501(c)(3) 21489 St Joseph Catholic Parish 623 Fox Street Denver CO 80204 840425705 501(c)(3) 19750 Missionaries of the Poor USA Inc PO Box 29893 Atlanta GA 30359 204553442 501(c)(3) 10000 Our Lady of Assumption Catholic School 2361 E 78th Avenue Denver CO 80229 840449275 501(c)(3) 55000 Saint Nichols Catholic Church 514 Marion St Platteville CO 80651 841023743 501(c)(3) 20000 St Helena Parish 917 W 7th Avenue Fort Morgan CO 80701 840547818 501(c)(3) 14886 88 Schedule I, Part I, Question 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: Following approval of a grant, a grant award letter and general grant terms, conditions, and understandings, together with the award check is sent to each recipient. The grant award letter and terms and conditions (which together constitute the grant agreement) outline the specific award stipulations including the purpose for which the funds are to be used, the length of the grant period, and required expenditure reporting after the close of the grant period, if any. Grantee deposit of the award check indicates acceptance of the grant's terms and conditions, and affirm their tax-exempt status. The terms and conditions of accepting Foundation grant funds also require grant recipients to report any change to their tax exempt status during the grant term. Furthermore, recipients must submit written requests in advance to change the grant purpose or if the funds are unexpended within the grant period. X X X X X false false false false false false false false true true STEVEN STEMPER PRESIDENT & CEO 190219 0 0 0 0 0 11413 0 29382 0 231014 0 0 0 SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: STEVEN STEMPER'S CURRENT COMPENSATION IS COVERED BY HIS INITIAL CONTRACT OF NOVEMBER 2012. PLEASE SEE SCHEDULE O, PART VI, QUESTION 15A NARRATIVE FOR MORE INFORMATION. X 42 1160363 SALES PRICE X 2 190000 APPRAISAL X 1 1064 MARKET VALUE X MINERAL RIGHTS 1 2000 APPRAISAL X ROSARIES 2 990 MARKET VALUE 2 false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: THE CATHOLIC FOUNDATION ENGAGES REAL ESTATE PROFESSIONALS WHO EITHER VOLUNTEER THEIR SERVICES OR ENTER A CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION IN ORDER TO SELL REAL ESTATE THAT IS DONATED TO THE FOUNDATION. SCHEDULE M, PART I, COLUMN B THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4D Description of other program services: The Catholic Foundation cares for the community by making grants to charitable organizations helping to bring the light of Christ to the poor and broken in our world. Expenses of $1,249,565 including grants of $1,234,231. The Foundation strengthens parishes throughout northern Colorado, through grants providing operating support and capital needs. In addition, the Foundation assists in the establishment of Parish Funds to facilitate the Parish's planned giving efforts. Expenses of $557,160 including grants of $506,162. Form 990, Part VI, Section B, line 11b Process to Review the Form 990: The 990 is completed by the Foundation's tax firm, BKD, in cooperation with the Foundation's staff. The return is reviewed by management and then by the Board's audit committee. Form 990, Part VI, Section B, line 12c Process for Monitoring Compliance with Conflict of Interest Policy: The Board of Trustees of the Catholic Foundation adopted a written conflict of interest policy on March 7, 2005. In addition to Trustees and Officers, the policy applies to all employees, committee members, and volunteers who may be in a position to exercise substantial influence over the affairs of the Foundation. The policy identifies and defines interested parties, the nature of potential conflicts, including use of confidential information for personal gain and a prohibition against loans by/to the Foundation to any Trustee or Officer as well as procedures for disclosure, review, and action on conflicts of interest as they arise. Additionally, the policy requires annual completion of a conflict of interest disclosure statement by those in a position to exercise substantial influence over the affairs of the Foundation. The conflict of interest policy together with the conflict of interest disclosure statement and gift policy and disclosure form are distributed annually to Officers, Trustees, and key employees. These individuals are asked to review the policy and complete and return both the conflict of interest disclosure statement and the gift policy and disclosure form. The Administrative Officer tracks responses and reviews the disclosures. Form 990, Part VI, Section B, line 15a Review of CEO or Top Mgmt Official Compensation: Pursuant to I.R.C. 5498, compensation is independently determined by disinterested board members (i.e. the Chairman of the Board of Trustees in consultation with other trustees). In making this determination, the Chairman relies on appropriate comparability data and then documents the decision. In November 2012, the Board hired Deacon Steven Stemper as President and CEO of the Foundation. Tom Huele, Chairman of the Board of Trustees, was responsible for the drafting and review of the CEO employment agreement. Mr. Huele utilized the Bryan Cave law firm to assist in the process. Mr. Stemper's contract was negotiated and agreed to by the Executive Committee. Form 990, Part VI, Section B, line 15b Review of Other Officer or Key Employees Compensation: The compensation of other officers and key employees is determined by the President. In making this determination, the President relies on appropriate comparability data. Form 990, Part VI, Section C, line 19 Governing Documents Available to the Public: The Foundation's governing documents, conflict of interest policy, and financial statements are available upon request. Additionally, the Foundation's Articles of Incorporation are available on the website of the Colorado Secretary of State. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 3801 E FLORIDA AVE 909 Denver CO 80210 464051529 RE Holdings CO 0 260000 catholic fdn THE CATHOLIC FDN ALLIANCE 3801 E FLORIDA AVE 909 DENVER CO 80210 472607386 fundraising CO 501(C)(3) pending CATHOLIC FDN true false true false false false false false false false false false false false false false false false false false