2014-03-18T07:17:40-05:00 2013-06-30 CARR RIGGS & INGRAM LLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 303411056 990 2012-07-01 582008930 THE CATHOLIC FOUNDATION OF N GA INC CATH 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 NANCY COVENY 4044979440 2014-03-15 true GARY H BOTELER 7703948000 2014-03-17 2012 2015-11-30 17:44:51Z NANCY COVENY 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 14358660 false X WWW.CFNGA.ORG X 1992 GA 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 RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 2,294,099 INCLUDED CONTRIBUTIONS OF 1,799,377 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 784,745. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 494,722 COMPARED TO OUR GRANTS (1,041,425) AND OPERATING EXPEN 24 21 4 37 0 3984004 2294099 32055 39883 2708418 1111207 0 6724477 3445189 1074422 1041425 0 312676 319229 0 94148 179217 193691 1566315 1554345 5158162 1890844 38103230 42692918 6204890 7097616 31898340 35595302 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 RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 2,294,099 INCLUDED CONTRIBUTIONS OF 1,799,377 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 784,745. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 494,722 COMPARED TO OUR GRANTS (1,041,425) AND OPERATING EXPEN false false 1149750 1041425 PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE. PROVIDE GRANTS TO ALL CATHOLIC SCHOOLS IN THE ARCHDIOCESE OF ATLANTA FROM THE CONRADS FAMILY EDUCATION FUND. 63875 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. 63875 39883 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. 1277500 true true false false false true false false true true true false false false true true true true false false false false false false false false false true false false false false false false false false false false true false false false false true false false false true 8 0 true 4 true false false false false false false false false false false false false false X 24 21 true false false false false false false true true false false true true true true true true true true false GA X BETH BELDEN 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 X ARCHBISHOP WILTON D GREGORY 0.25 40.00 X 0 53013 34065 MSGR JOSEPH CORBETT 0.25 40.00 X 0 40173 32160 FR PETER RAU 0.25 40.00 X 0 20945 33001 ALAN S NEELY 0.25 X 0 0 0 CLARENCE H SMITH 0.25 X 0 0 0 DAVID P FITZGERALD 0.25 X 0 0 0 JAMES E WINCHESTER JR 0.25 X 0 0 0 GARRY BRIDGEMAN 0.25 X 0 0 0 JEFFREY K HAIDET 0.25 X 0 0 0 JOSEPH MA LEDLIE 0.25 X 0 0 0 JUANITA P BARANCO 1.00 X X 0 0 0 MARK CHRISTOPHER 1.00 X X 0 0 0 MARY HUMANN JUDSON 0.25 X 0 0 0 MICHAEL L KEOUGH 0.25 X 0 0 0 DEACON EDMUND J LAHOUSE 0.25 X 0 0 0 TIMOTHY CAMBIAS SR 0.25 X 0 0 0 VICTOR I SANCHEZ 0.25 X 0 0 0 WILLIAM M RICH 1.00 X X 0 0 0 WILLIAM R CORTEZ 0.25 X 0 0 0 FREDERICK 'FRITZ' HOLZGREFE 0.25 X 0 0 0 DAVID G DAHM 0.25 X 0 0 0 TIMOTHY KEMPER 0.25 X 0 0 0 NANCY PETERMAN 0.25 X 0 0 0 H HAMILTON SMITH 0.25 X 0 0 0 NANCY COVENY 40.00 X 106504 0 17757 DIANE DUQUETTE 40.00 X 84588 0 16341 191092 114131 133324 1 false false false 240000 2054099 191194 2294099 FUND MANAGEMENT FEES 523920 39883 39883 39883 726665 726665 11298013 10913471 384542 384542 384542 3445189 1151090 1041425 1041425 226493 135895 45299 45299 56076 33646 11215 11215 14656 8794 2931 2931 3176 1906 635 635 18828 11297 3766 3765 16915 8458 8457 27200 27200 41029 41029 16324 3265 9794 3265 61961 37177 12392 12392 6455 4095 1180 1180 838 838 4293 2147 2146 3503 1752 1751 4683 4683 MISCELLANOUS EXPENSES 8265 8265 FEES AND DUES 2225 1113 1112 1554345 1277500 182697 94148 151939 328008 8333 8252 32746 14215 19618 18531 37923340 42122081 216046 38103230 42692918 38517 67090 4713651 4593162 1452722 2437364 6204890 7097616 X 4111167 4678513 5117020 6726010 22670153 24190779 31898340 35595302 38103230 42692918 X 1890844 2549761 -743643 X false true X true false X 533951 4351154 1325086 1984004 2294099 10488294 533951 4351154 1325086 1984004 2294099 10488294 10488294 205109 158840 456618 786487 726665 2333719 12822013 107685 0.81800 0.82110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 322862 216950 2138857 true true false true X 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 12142762 376798 -2280534 220230 500000 134265 9384531 0.11940 0.88060 false false 7804 3316 4488 18342 8259 10083 6600 2640 3960 18531 BENEFICIARY ENDOWMENTS 2339919 CHARITABLE GIFT ANNUITY PAYABLE 97445 2437364 X 5318109 2549761 107904 2657665 2660444 784745 784745 3445189 1621147 107904 107904 1513243 41102 41102 1554345 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, 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. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, 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. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X 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 2013 AND 2012. 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. REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B BENEFICIARY ENDOWMENT FUNDS REVENUE 784,745 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B BENEFICIARY ENDOWMENT FUNDS EXPENSES 41,102 true AMERICAN RED CROSS PO BOX 4002018 DES MOINES IA 503402018 530196605 501C3 10000 DAF-HURRICANE RELIEF ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501C3 10000 EUCHARISTIC CONGRESS ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501C3 58173 SEMINARIAN EDUCATION ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501C3 180000 SEMINARIAN EDUCATION JESUIT HIGH SCHOOL 680 W PEACHTREET ST NW ATLANTA GA 30308 455550340 501C3 25000 SCHOOL OPERATION BLESSED TRINITY HIGH SCHOOL 11320 WOODSTOCK ROAD ROSWELL GA 30075 582602641 501C3 6000 GENERAL OPERATION CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501C3 25000 DAF - CAP CAMPAIGN CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501C3 41102 GENERAL OPERATION CATHOLIC CHARITIES OF ATLANTA 2401 LAKE PARK DRIVE SE ATLANTA GA 30080 581097003 501C3 85430 GENERAL OPERATION CATHOLIC RETIREMENT FACILITIES 2973 BUTNER ROAD SW ATLANTA GA 30331 582087007 501C3 20000 REPLACING CABINETS CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501C3 5500 GENERAL OPERATION CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DRIVE SW CAMPUS BOX 1913 ATLANTA GA 30314 581825259 501C3 40000 DAF - SUPPORT ALUMNI COVENANT HOUSE 1559 JOHNSON ROAD ATLANTA GA 30318 133523561 501C3 10000 HOMELESS CAMPAIGN DONOVAN HIGH SCHOOL 590 LAVENDER RD ATHENS GA 30606 651169619 501C3 12000 GENERAL OPERATION DYNAMIC CATHOLIC INSTITUTE 2330 KEMPER LANE CINCINATTI OH 45206 264549213 501C3 7500 LEARNING SYSTEM IMMACULATE HEART OF MARY SCHOOL 2855 BRIARCLIFF ROAD NE ATLANTA GA 30329 586012645 501C3 6000 PURCHASE IPADS LYKE HOUSE - CATHOLIC CENTER AT AUC 809 BECKWITH STREET SW ATLANTA GA 30314 582068525 501C3 6000 MINISTRY ASSISTANCE MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501C3 6000 GENERAL OPERATION MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501C3 30000 BLDG CONSTRUCTION MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501C3 40000 DAF - CHAPEL PROJECT MERCY CARE 1100 JOHNSON FERRY ROAD CENTER II SUITE LL80 ATLANTA GA 30342 581448522 501C3 7000 DAF - CAP CAMPAIGN MERCY CARE SERVICES 5673 PEACHTREE DUNWOODY ROAD SUITE 650 ATLANTA GA 30342 581752700 501C3 8000 DAF - CAP CAMPAIGN OUR LADY OF MERCY HIGH SCHOOL 861 EVANDER HOLYFIELD HWY FAYETTEVILLE GA 30214 582614489 501C3 6000 GENERAL OPERATION OUR LADY OF THE ASSUMPTION SCHOOL 1320 HEARST DRIVE NE ATLANTA GA 30319 586003076 501C3 15000 REPLACING WATER PIPE OUR LADY OF VICTORY CATHOLIC SCHOOL 211 KIRKLEY ROAD TYRONE GA 30290 582416040 501C3 10000 IMPROVE TECHNOLOGY SOUTHERN UNIVERSITY PO BOX 9723 BATON ROUGE LA 70813 726000817 501C3 10000 DAF - COLLEGE OF BUS ST MARY'S CATHOLIC SCHOOL 401 E SEVENTH STREET ROME GA 30161 412097947 501C3 12000 GENERAL OPERATION ST PETER CLAVER REGIONAL SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501C3 10000 TECHNOLOGY UPGRADE ST PETER CLAVER REGIONAL SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501C3 30539 GENERAL OPERATION ST PIUS X HIGH SCHOOL 2674 JOHNSON ROAD ATLANTA GA 30345 580706914 501C3 15554 GENERAL OPERATION ST STEPHEN THE MARTYR 5373 WYDELLA ROAD LIBURN GA 30047 582197070 501C3 5104 GENERAL OPERATION ST VINCENT DE PAUL SOCIETY INC 2050-C CHAMBLEE TUCKER ROAD ATLANTA GA 30341 580967972 501C3 5104 GENERAL OPERATION THE TEACH PEACE FOUNDATION 47 HARTFORD AVENUE SHAVERTOWN PA 18708 204826402 501C3 19000 DAF - AMBASS PROG WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501C3 10000 DAF - CAP CAMPAIGN 28 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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 SCHEDULE I, PAGE 4, PART IV 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 169,000 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. SCH I, PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: COVENANT HOUSE (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT THE OPENING DOORS FOR HOMELESS YOUTH CAMPAIGN. NAME OF ORGANIZATION OR GOVERNMENT: MARIST SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT CONSTRUCTION OF THE NEW ACADEMIC BUILDING. NAME OF ORGANIZATION OR GOVERNMENT: JESUIT HIGH SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT CAPITAL AND CONSTRUCTION FUNDS NECESSARY TO BUILD AND OPERATE INITIAL YEARS OF CRISTO REY SCHOOL IN ATLANTA. NAME OF ORGANIZATION OR GOVERNMENT: OUR LADY OF VICTORY CATHOLIC SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO IMPROVE TECHNOLOGY INTEGRATION IN CORE CLASSROOMS AND INCREASE TECHNOLOGY LITERACY BY EXPANDING AVAILABLE RESOURCES. NAME OF ORGANIZATION OR GOVERMENT: IMMACULATE HEART OF MARY SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO PURCHASE 30 IPADS AND INTRODUCE IPAD TECHNOLOGY TO STUDENTS IN THE K-5 CLASSROOM AT IHM. NAME OF ORGANIZATION OR GOVERNMENT: ARCHDIOCESE OF ATLANTA (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT THE COSTS OF HOSTING THE 2013 EUCHARISTIC CONGRESS EVENT IN ATLANTA. NAME OF ORGANIZATION OR GOVERNMENT: LYKE HOUSE - CATHOLIC CENTER AT AUC (H) PURPOSE OF GRANT OR ASSISTANCE: TO FUND THREE MINISTRY ASSISTANTS RESPONSIBLE FOR REPRESENTING AND PROMOTING CATHOLIC TRADITION ON THE AU CAMPUS. NAME OF ORGANIZATION OR GOVERNMENT: ST. PETER CLAVER REGIONAL SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO PURCHASE ITEMS FOR TECHNOLOGY UPGRADE INCLUDING DESKTOP AND LAPTOP COMPUTERS, MS OFFICE SOFTWARE, AND IPADS THAT WILL BETTER FACILITATE LEARNING AT THE SCHOOL AND BRING CHILDREN UP-TO-SPEED IN CURRENT TECHNOLOGY. NAME OF ORGANIZATION OR GOVERNMENT: DYNAMIC CATHOLIC INSTITUTE (H) PURPOSE OF GRANT OR ASSISTANCE: TO PILOT THE DYNAMIC CATHOLIC CONFIRMATION LEARNING SYSTEM PROJECT AT SEVEN PARISHES IN THE ARCHDIOCESE OF ATLANTA. NAME OF ORGANIZATION OR GOVERNMENT: THE TEACH PEACE FOUNDATION (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT LIBERIAN SPECIAL AMBASSADORS PROGRAM. X 1 50204 FAIR MARKET VALUE X 1 140990 FAIR MARKET VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B THE FOUNDATION PROCESSED THE TOWNHOME DONATION THROUGH CAROL CLARK LAW FIRM AND PROCESSED THE GOLD DONATION THROUGH NORTHWEST TERRITORIAL MINT COMPANY. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S 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 RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 2,294,099 INCLUDED CONTRIBUTIONS OF 1,799,377 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 784,745. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 494,722 COMPARED TO OUR GRANTS (1,041,425) AND OPERATING EXPENSES(512,920) WHICH TOTALED 1,554,345. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D MISCELLANEOUS OTHER PROGRAM SERVICES. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 ARCHBISHOP WILTON GREGORY MONSIGNOR JOSEPH CORBETT DIRECTOR DIRECTOR CO-WORKERS ARCHDIOCESE OF ATL ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B 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. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. 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. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONAL INFORMATION FORM 990, PART VII COMPENSATION REPORTED FOR ARCHBISHOP WILTON D. GREGORY, MSGR. JOSEPH CORBET FR. PETER RAU IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. SUPPLEMENTAL INFORMATION FOR GRANTS GIVEN: GRANTS OF MORE THAN 5,000 ARE REPORTED ON SCHEDULE I. IN ADDITION TO THOSE LARGE GRANTS, WE HAVE GIVEN THE FOLLOWING GRANTS RANGING FROM 2,500 TO 5,000. FROM DONOR ADVISED FUNDS: 2,500 TO HIGH MUSEUM OF ART FOR DAVID DRISKELL PRIZE DINNER 5,000 TO GARDEN HILLS NEIGHBORHOOD FOUNDATION FOR POOL HOUSE PROJECT FROM FOUNDATION GRANTS PROGRAM: 5,000 TO MERCY SENIOR CARE, INC FOR SUSTAINING ADULT DAY HEALTH PROGRAM 3,300 TO CHRIST OUR HOPE CATHOLIC CHURCH FOR SUPPORTING SUMMER PROGRAMS 5,000 TO INTERFAITH OUTREACH HOME FOR SUPPORTING TRANSITIONAL HOUSING PROG 5,000 TO JERUSALEM HOUSE, INC FOR SUPPORTING HOUSING PROGRAM FOR HOMELESS 4,000 TO PREGNANCY RESOURCE CENTER OF WALTON FOR PAYING NURSE SALARY 3,500 TO CARE NET PREGNANCY CENTER OF ATLANTA FOR PAYING MANAGER SALARY 3,200 TO ST. MICHAEL THE ARCHANGEL CHURCH FOR PURCHASING REFRIGERATOR 3,000 TO GOOD SHEPHERD SERVICES FOR SUPPORTING VICTIMS OF DOMESTIC ABUSE 3,000 TO COMMUNITY ASSISTANCE CENTER FOR EMERGENCY ASSISTANCE PROGRAM 2,500 TO ATLANTA MISSION FOR OPERATING SUPPORT OF EMERGENCY SHELTER 2,500 TO PROJECT OPEN HAND FOR PURCHASING FRESH MEALS AND NUTRITION 2,500 TO SHELTERING GRACE MINISTRY FOR UPGRADING AIR CONDITIONERS. 2,500 TO HOUSING INITIATIVE OF N. FULTON, INC FOR HELPING HOMELESS FAMILY 2,500 TO MEDICAL CENTER FOUNDATION FOR SCHOOL-BASED GRIEF SUPPORT GROUPS 2,500 TO NEW HOPE ENTERPRISES, INC FOR JOB ORIENTATION AND TRAINING 5,000 TO IMMACULATE HEART OF MARY SCHOOL FOR GENERAL OPERATION 5,000 TO OUR LADY OF VICTORY FOR GENERAL OPERATION 5,000 TO ST. JOHN NEUMANN FOR GENERAL OPERATION 5,000 TO ST. JOHN THE EVANGELIST FOR GENERAL OPERATION 5,000 TO ST. JOSEPH SCHOOL FOR GENERAL OPERATION 5,000 TO ST. THOMAS MORE SCHOOL FOR GENERAL OPERATION 4,000 TO HOLY REDEEMER CATHOLIC SCHOOL FOR GENERAL OPERATION 4,000 TO HOLY SPIRIT PREPARATORY SCHOOL FOR GENERAL OPERATION 4,000 TO NOTRE DAME ACADEMY FOR GENERAL OPERATION 4,000 TO OUR LADY OF THE ASSUMPTION FOR GENERAL OPERATION 4,000 TO PINECREST ACADEMY FOR GENERAL OPERATION 4,000 TO QUEEN OF ANGELS FOR GENERAL OPERATION 4,000 TO ST. CATHERINE OF SIENA FOR GENERAL OPERATION 4,000 TO ST. JOSEPH SCHOOL FOR GENERAL OPERATION 4,000 TO ST. JUDE THE APOSTLE FOR GENERAL OPERATION 4,000 TO ST. PETER CLAVER REGIONAL FOR GENERAL OPERATION 5,000 TO CHRIST THE KING SCHOOL FOR UPGRADING ENERGY EFFICIENCY PROGRAM 5,000 TO SOPHIA ACADEMY FOR ASSISTING CURRICULUM AND TEACHER TRAINING 4,000 TO ST. JOSEPH CATHOLIC SCHOOL FOR UPGRADING SCHOOL'S LIBRARY SYSTEM 5,000 TO ARCHDIOCESE OF ATLANTA FOR PRIESTS' EDUCATION 4,344 TO CATHOLIC CENTER AT GEORGIA TECH FOR GENERAL OPERATION 5,000 TO ARCHDIOCESE OF ATLANTA FOR SENDING 8 PRIESTS TO 2013 ICSC CONF 5,000 TO NUESTRA FE FOR BUILDING A REMOTE BROADCASTING STUDIO 5,000 TO AACCW TO INCREASE MARKETING EFFORTS AND IMPROVE WORKSHOPS 2,500 TO ST. FRANCIS OF ASSISI CATHOLIC CHURCH FOR BUILDING PLAYGROUND 2,500 TO TRANSFIGURATION CATHOLIC CHURCH TO PURCHASE MONITORS FOR EDU 5,000 TO OUR LADY OF THE AMERICAS CATHOLIC MISSION TO BUILD LEARNING CTR 5,000 TO ST. JOSEPH CATHOLIC CHURCH TO PURCHASE PLAYGROUND EQUIPMENT 5,000 TO ST. JOSEPH CATHOLIC SCHOOL TO PURCHASE PLAYGROUND EQUIPMENT 2,500 TO ST. MICHAEL CATHOLIC CHURCH TO PURCHASE A SOUND SYSTEM 3,000 TO MARIST SCHOOL TO PROVIDE SCHOLARSHIPS TO HISPANIC ADULTS 4,000 TO ST. JOHN NEUMANN REGIONAL SCHOOL TO PURCHASE LAB MATERIALS 3,200 TO LIFESPAN RESOURCES TO EXPAND DAY CLUB PROGRAM 3,000 TO SENIOR SERVICE N. FULTON TO PROVIDE SENIORS WITH TRANSPORTATION --------------------------------------------------------------------------- --------------------------------------------------------------------------- RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 BENEFICIARY ENDOWMENT FUNDS REVENUE -784,745 BENEFICIARY ENDOWMENT FUNDS EXPENSES 41,102 ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501C3 1 N/A false false true true false false false false false false false false false false false false true false false false ARCHDIOCESE OF ATLANTA C 240000 CASH DONATION ARCHDIOCESE OF ATLANTA P 54008 EMPLOYEE BENEFIT PREMIUM GROUP EXEMPTION RELATIONSHIPS SCHEDULE R 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 ADDITIONAL INFORMATION SCHEDULE R 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 70000 WAS USED FOR PLANNED GIFT GIVING AND 170000 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