2014-01-07T11:48:55-06:00 2013-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2012-07-01 311116640 FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS FOUN 6144438893 257 EAST BROAD STREET COLUMBUS OH 432153703 LOREN P BROWN 6144438893 2013-12-20 1 JANE E PFEIFER P00014949 6148852208 2013-12-20 2012 2015-11-30 17:44:51Z LOREN P BROWN 257 EAST BROAD STREET COLUMBUS OH 432153703 56546220 0 X WWW.CATHOLIC-FOUNDATION.ORG X 1985 OH TO FINANCIALLY SUPPORT THE SPIRITUAL, EDUCATIONAL AND SOCIAL NEEDS OF OUR CATHOLIC COMMUNITY. 31 31 8 35 45811 0 1014807 3917999 675365 745998 850483 716652 34737 35649 2575392 5416298 1047858 1358824 0 0 110070 316691 0 0 283722 1112030 965380 2269958 2640895 305434 2775403 111342063 122150464 88643925 95420682 22698138 26729782 TO FINANCIALLY SUPPORT THE SPIRITUAL, EDUCATIONAL AND SOCIAL NEEDS OF OUR CATHOLIC COMMUNITY. 0 0 1433316 1358824 745998 THE CATHOLIC FOUNDATION INSPIRES PHILANTHROPY, INVESTS AND MANAGES THE ASSETS ENTRUSTED TO US, AND DISTRIBUTES GRANTS FROM THEM TO ORGANIZATIONS IN THE DIOCESE OF COLUMBUS AS DIRECTED BY OUR DONORS. IN THE PAST YEAR, OVER 350 CATHOLIC PARISHES, SCHOOLS AND OTHER ORGANIZATIONS BENEFITED FROM OVER 777 GRANTS FROM THE FOUNDATION, TOTALING $1,358,824. THE FOUNDATION IS FORTUNATE TO WORK ALONGSIDE THE LEADERSHIP OF THESE ORGANIZATIONS TO INSPIRE PLANNED AND CURRENT GIFTS TO ENDOWMENTS, SCHOLARSHIPS AND DONOR ADVISED FUNDS. THIS YEAR 54 NEW FUNDS WERE ESTABLISHED AND NEARLY $5.7 MILLION WAS RAISED IN NEW GIFTS. THE FOUNDATION PUBLISHED AND DISTRIBUTED THREE NEWSLETTERS AND ONE ANNUAL REPORT THIS YEAR, WHICH PROMOTE THE OPPORTUNITIES TO GIVE TO BENEFIT THE CATHOLIC ORGANIZATIONS ABOUT WHICH OUR DONORS CARE THE MOST. 1433316 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 5 0 1 8 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LOREN P BROWN 6144438893 257 EAST BROAD STREET COLUMBUS OH 432153703 RONALD L ROWLAND 5.00 0.00 X X 0 0 0 ROBERT H MOROSKY 1.00 0.00 X 0 0 0 JUDGE JULIA L DORRIAN 2.00 0.00 X X 0 0 0 ANDREW D WALKER 2.00 0.00 X X 0 0 0 REV MSGR STEPHAN J MOLONEY 1.00 0.00 X 0 0 0 RALPH J MARTINEZ 1.00 0.00 X 0 0 0 PETER CIMBOLIC PH D 1.00 0.00 X 0 0 0 MICHAEL L GAMPP 1.00 0.00 X 0 0 0 JAMIE RICHARDSON 1.00 0.00 X 0 0 0 J DAVID KARAM 1.00 0.00 X 0 0 0 CHARLES G ROWAN 1.00 0.00 X 0 0 0 BISHOP FREDRICK F CAMPBELLDDPHD 1.00 0.00 X 0 0 0 ANN E SCHIELE PHD 1.00 0.00 X 0 0 0 DOMINIC J CAVELLO 1.00 0.00 X 0 0 0 THOMAS J CALDWELL 1.00 0.00 X 0 0 0 REV JAMES P BLACK 1.00 0.00 X 0 0 0 MARIAN KENNEDY SCHUDA MD 1.00 0.00 X 0 0 0 JOHN B IGEL 1.00 0.00 X 0 0 0 JERRY P GESWEIN 1.00 0.00 X 0 0 0 JAMES M VONAU 1.00 0.00 X 0 0 0 STEPHEN C DENZ 1.00 0.00 X 0 0 0 ROBERT M EVERSOLE 1.00 0.00 X 0 0 0 TIMOTHY GARNER MD 1.00 0.00 X 0 0 0 RICK LARKIN 1.00 0.00 X 0 0 0 MICHELLE CRAMER 1.00 0.00 X 0 0 0 JOELLE KHOUZAM 1.00 0.00 X 0 0 0 FRANK R BUSS 1.00 0.00 X 0 0 0 DANIEL ROE 1.00 0.00 X 0 0 0 CHRISTINE POTH 1.00 0.00 X 0 0 0 REV DAVID SIZEMORE 1.00 0.00 X 0 0 0 KATHLEEN M HOUCK 3.00 0.00 X X 0 0 0 STEVEN J HAGERDORN 50.00 0.00 X 106575 0 15336 LOREN P BROWN 50.00 0.00 X 174044 0 20736 280619 0 36072 2 0 1 0 0 3917999 1534804 3917999 ADMINISTRATIVE FEE 900099 745998 745998 745998 315344 45811 269533 50 0 50 50 50 51473485 51072177 401308 401308 401308 93344 57745 35599 35599 5416298 745998 45811 706490 1358824 1358824 316691 316691 74491 39363 35128 22866 2169 20697 35353 35353 42683 32960 4039 5684 4044 3392 652 99062 95386 3676 38368 38368 40641 20857 19784 85418 85418 4406 4406 DIOCESE OF COLUMBUS EMP 446967 207585 239382 TAXES & LICENSES 20482 20482 TECHNOLOGY 15413 15413 CATHOLIC EVENT SPONSORS 14530 8600 5930 20656 12042 8614 2640895 1433316 923857 283722 245240 279617 7560792 7237283 40616 37246 1625 250 4537115 309722 4292851 4227393 98522713 109695034 530931 597302 147295 76339 111342063 122150464 81111 142676 53929 56982 2800 81905881 89024078 6603004 6194146 88643925 95420682 X 17429616 21358557 131918 149381 5136604 5221844 22698138 26729782 111342063 122150464 X 2775403 1283505 -27264 X X 0 1 X 1 0 X 1521450 1142718 1410827 1014807 2798248 7888050 1521450 1142718 1410827 1014807 2798248 7888050 2856083 5031967 455007 420308 537725 344222 315394 2072656 15460 25235 34552 35599 110846 10071552 2587146 0.49960 0.48990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92 3266852 1196309 6791266 1 1 0 1 X 6694389 523894 660364 153848 7724799 6565390 261447 59949 192397 6694389 5416644 304920 993812 149986 6565390 5228942 284780 62504 159582 5416644 5136488 1139559 -740469 306636 5228942 0.32400 0.67600 0 0 2700000 2700000 1555178 129133 1426045 206698 146525 60173 75239 34064 41175 4227393 CHARITABLE GIFT ANNUITY PAYABLE 3944450 CHARITABLE REMAINDER UNITRUST PAYABLE 615731 CHARITABLE REMAINDER ANNUITY TRUST PAYABLE 1475069 CHARITABLE LEAD ANNUITY TRUST PAYABLE 158896 6194146 X 6672539 1283505 -27264 1256241 5416298 0 5416298 2640895 0 2640895 0 2640895 PART IV, LINE 2B: THE FOUNDATION IS REQUIRED TO RECORD CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF A BENEFICIARY SPECIFIED BY THE DONOR AS AGENCY FUNDS. THE FOUNDATION IS THE RECIPIENT FOUNDATION THAT ACTS AS AN AGENT FOR A BENEFICIARY IF IT AGREES TO SOLICIT ASSETS FROM POTENTIAL DONORS SPECIFICALLY FOR THE BENEFICIARY'S USE AND TO DISTRIBUTE THOSE ASSETS OR THE RETURN FROM INVESTING THOSE ASSETS TO THE BENEFICIARY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE GENERAL OPERATIONS BY PROVIDING A YEARLY DISTRIBUTION BASED ON THE PRIOR TWELVE QUARTER ROLLING AVERAGE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") HAS ISSUED GUIDANCE WHICH CLARIFIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S INCOME TAX RETURNS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S OPEN AUDIT PERIODS ARE 2010-2012. THE FOUNDATION'S POLICY WITH REGARD TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE FOUNDATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE FOUNDATION BELIEVES ITS ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE-SPLIT INTEREST AGREEMENTS -27,264. DEI GRATIA 72950 72950 1500 29309 700 18978 ESTATE SEMINAR 8605 8605 500 1751 4916 1 11789 11789 91 93344 93344 2000 31151 700 23894 57745 35599 1 ST ANTHONY SCHOOL 1300 URBAN DRIVE COLUMBUS OH 43229 501(C)(3) 5000 CREDIT ST. ANTHONY PARISH ST ANTHONY SCHOOL 1300 URBAN DRIVE COLUMBUS OH 43229 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 THE EDUCATION FUND ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST BRIGID OF KILDARE PARISH 7179 AVERY ROAD PO BOX 3130 DUBLIN OH 43017 501(C)(3) 5000 GENERAL NEEDS ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 43209 501(C)(3) 5000 GENERAL NEEDS ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 43209 501(C)(3) 5000 GENERAL NEEDS ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 43209 501(C)(3) 5000 GENERAL NEEDS ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 43209 501(C)(3) 5000 GENERAL NEEDS ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 43209 501(C)(3) 5000 GENERAL NEEDS ST EDWARD HIGH SCHOOL 13500 DETROIT AVENUE CLEVELAND OH 441079897 501(C)(3) 5000 GENERAL NEEDS ST ELIZABETH ANN SETON PARISH 600 HILL ROAD NORTH PICKERINGTON OH 431479201 501(C)(3) 5000 GENERAL NEEDS ST ELIZABETH ANN SETON PARISH 600 HILL ROAD NORTH PICKERINGTON OH 431479201 501(C)(3) 5000 GENERAL NEEDS ST ELIZABETH ANN SETON PARISH 600 HILL ROAD NORTH PICKERINGTON OH 431479201 501(C)(3) 5000 HEALTH AND SAFETY PART III ST ELIZABETH ANN SETON PARISH 600 HILL ROAD NORTH PICKERINGTON OH 431479201 501(C)(3) 5000 THE PERU MISSION ST FRANCIS DESALES HIGH SCHOOL 4212 KARL ROAD COLUMBUS OH 43224 501(C)(3) 5000 GENERAL NEEDS ST FRANCIS DESALES HIGH SCHOOL 4212 KARL ROAD COLUMBUS OH 43224 501(C)(3) 5000 BIRTH CERTIFICATES FOR THE POOR ST FRANCIS DESALES HIGH SCHOOL 4212 KARL ROAD COLUMBUS OH 43224 501(C)(3) 5000 GENERAL NEEDS ST FRANCIS DESALES HIGH SCHOOL 4212 KARL ROAD COLUMBUS OH 43224 501(C)(3) 5000 GENERAL NEEDS ST FRANCIS EVANGELIZATION CENTER 108 WEST MILL STREET MCARTHUR OH 45651 501(C)(3) 5000 GENERAL NEEDS ST GABRIEL CATHOLIC RADIO 820 AM 4673 WINTERSET DRIVE COLUMBUS OH 43220 501(C)(3) 5000 GENERAL NEEDS ST GABRIEL CATHOLIC RADIO 820 AM 4673 WINTERSET DRIVE COLUMBUS OH 43220 501(C)(3) 5000 INFANT AND TODDLER CARE NEEDS ST GABRIEL CATHOLIC RADIO 820 AM 4673 WINTERSET DRIVE COLUMBUS OH 43220 501(C)(3) 5000 GENERAL NEEDS ST GABRIEL CATHOLIC RADIO 820 AM 4673 WINTERSET DRIVE COLUMBUS OH 43220 501(C)(3) 5000 GENERAL NEEDS ST GABRIEL CATHOLIC RADIO 820 AM 4673 WINTERSET DRIVE COLUMBUS OH 43220 501(C)(3) 5000 GENERAL NEEDS ST JOAN OF ARC PARISH 10700 LIBERTY ROAD POWELL OH 430659303 501(C)(3) 5000 MEMORIAL BENCHES STATION 5 ST JOAN OF ARC PARISH 10700 LIBERTY ROAD POWELL OH 430659303 501(C)(3) 5000 FEEDING THE HUNGRY ST JOSEPH PARISH 670 WEST MAIN STREET PLAIN CITY OH 43064 501(C)(3) 5000 FLOORING RENOVATION PROJECT ST JOSEPH PARISH PO BOX 40 CIRCLEVILLE OH 43113 501(C)(3) 5000 THE PARISH TAPESTRY PROGRAM ST JOSEPH PARISH PO BOX 40 CIRCLEVILLE OH 43113 501(C)(3) 5000 WALTER WEST CAMPUS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 501(C)(3) 5000 THE PRINCIPAL'S CIRCLE TUITION ASSISTANCE ST LEONARD PARISH 57 DORSEY MILL ROAD NEWARK OH 430561160 501(C)(3) 5000 THE ROAD TO 2020 PROJECT ST LEONARD PARISH 57 DORSEY MILL ROAD NEWARK OH 430561160 501(C)(3) 5000 ST. FRANCIS FOOD PANTRY ST LEONARD PARISH 57 DORSEY MILL ROAD NEWARK OH 430561160 501(C)(3) 5000 GENERAL NEEDS ST MARY MAGDALENE PARISH 473 SOUTH ROYS AVENUE COLUMBUS OH 43204 501(C)(3) 5000 THE SCHOLARSHIP FUND ST MARY MAGDALENE SCHOOL 2940 PARKSIDE ROAD COLUMBUS OH 432042596 501(C)(3) 5000 SCHOLARSHIPS ST MARY OF THE ASSUMPTION PARISH 132 SOUTH HIGH STREET LANCASTER OH 43130 501(C)(3) 5000 GENERAL NEEDS ST MARY OF THE ASSUMPTION PARISH 132 SOUTH HIGH STREET LANCASTER OH 43130 501(C)(3) 5000 GENERAL NEEDS ST MARY PARISH 684 SOUTH THIRD STREET COLUMBUS OH 432061094 501(C)(3) 5000 THE 2012 GINGERBREAD SPONSORSHIP ST MARY PARISH 251 NORTH MAIN STREET MARION OH 43302 501(C)(3) 5000 THE BENEFIT OF THE GROTTO ST MARY PARISH 251 NORTH MAIN STREET MARION OH 43302 501(C)(3) 5000 SCHOOL LIBRARY WATER PROOFING ST MARY PARISH 684 SOUTH THIRD STREET COLUMBUS OH 432061094 501(C)(3) 5000 GENERAL NEEDS ST MARY SCHOOL 700 SOUTH 3RD STREET COLUMBUS OH 43206 501(C)(3) 5000 GENERAL NEEDS ST MARY SCHOOL 700 SOUTH 3RD STREET COLUMBUS OH 43206 501(C)(3) 5571 GENERAL NEEDS ST MARY SCHOOL 700 SOUTH 3RD STREET COLUMBUS OH 43206 501(C)(3) 5571 GENERAL NEEDS ST MARY SCHOOL 700 SOUTH 3RD STREET COLUMBUS OH 43206 501(C)(3) 5800 POP ST MATTHEW SCHOOL 795 HAVENS CORNERS ROAD GAHANNA OH 43230 501(C)(3) 6000 TO ASSIST WITH PAYMENT ON NEW LIGHTING FOR THE CHURCH INTERIOR ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 6500 SERVICES TO DIOCESAN CHILDREN AT ST. MARY IN GERMAN VILLAGE ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 7000 DIVINE MERCY ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 8000 A REDUCTION ON THE "STATION PURCHASE LOAN" ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 8000 FOR ASSISTANCE WITH SCHOOL FINANCIAL LIABILITIES ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 8000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 8500 THE 2013 SPIRIT OF HOPE SPONSORSHIP ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 9400 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 9409 42 APPLICANTS FROM $250-$1000 IN SUPPORT ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 THE BUILDING FUND ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST MICHAEL PARISH 5750 NORTH HIGH STREET WORTHINGTON OH 430853986 501(C)(3) 10000 GENERAL NEEDS ST PAUL'S OUTREACH 161 EAST PATTERSON AVENUE COLUMBUS OH 43202 501(C)(3) 10000 GENERAL NEEDS ST PAUL'S OUTREACH 161 EAST PATTERSON AVENUE COLUMBUS OH 43202 501(C)(3) 10000 ANNUAL DONATIONS ST PAUL'S OUTREACH 161 EAST PATTERSON AVENUE COLUMBUS OH 43202 501(C)(3) 10000 THE PEGGY AND THOMAS J. MURPHY '73 FAMILY SCHOLARSHIP FUND ST PAUL'S OUTREACH 110 CRUSADER AVENUE WEST WEST ST PAUL MN 55118 501(C)(3) 10000 GENERAL NEEDS ST PETER CLAVER SCHOOL PO BOX 14686 CINCINNATI OH 452500686 501(C)(3) 11000 SCHOLARSHIPS & ADMISSIONS ST STEPHEN'S COMMUNITY HOUSE 1500 EAST 17TH AVENUE COLUMBUS OH 43219 501(C)(3) 12700 FOUR HALF TUITION SCHOLARSHIPS OF $3,175.00 EACH. ST SYLVESTER PARISH 122 NORTH 2ND AVENUE PO BOX 264 ZALESKI OH 45698 501(C)(3) 15000 CHANGING LIVES TOGETHER ST THERESE'S RETREAT CENTER 5277 EAST BROAD STREET COLUMBUS OH 43213 501(C)(3) 15000 GENERAL NEEDS ST VINCENT DE PAUL HOUSING FACILITY INC 115 WILSON STREET NEWARK OH 43055 501(C)(3) 20000 BUILDING FUND ST VINCENT DE PAUL HOUSING FACILITY INC 115 WILSON STREET NEWARK OH 43055 501(C)(3) 20186 GENERAL NEEDS ST VINCENT DE PAUL SCHOOL 206 EAST CHESTNUT STREET MOUNT VERNON OH 43050 501(C)(3) 20406 ST. JOSEPH PARISH, PLAIN CITY - NEW CHURCH BUILDING FUND ST VINCENT FAMILY CENTER 1490 EAST MAIN STREET COLUMBUS OH 43205 501(C)(3) 21753 GENERAL NEEDS ST VINCENT FAMILY CENTER 1490 EAST MAIN STREET COLUMBUS OH 43205 501(C)(3) 22286 GENERAL NEEDS THE ATHENAEUM OF OHIOMOUNT ST MARY'S SEMINARY 6616 BEECHMONT AVENUE CINCINNATI OH 45230 501(C)(3) 25000 AIR CONDITIONING SYSTEM FOR CHURCH BUILDING THE ATHENAEUM OF OHIOMOUNT ST MARY'S SEMINARY 6616 BEECHMONT AVENUE CINCINNATI OH 45230 501(C)(3) 50000 GENERAL NEEDS THE ATHENAEUM OF OHIOMOUNT ST MARY'S SEMINARY 6616 BEECHMONT AVENUE CINCINNATI OH 45230 501(C)(3) 50000 ST. ANN'S PROJECT GRACE UNITED WAY OF CENTRAL OHIO 360 SOUTH 3RD STREET COLUMBUS OH 43215 501(C)(3) 100000 THE CAPITAL CAMPAIGN 84 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE CATHOLIC FOUNDATION RECEIVES APPLICATIONS THROUGHOUT THE YEAR. GRANTS ARE APPROVED BY THE GRANTS COMMITTEE BASED ON A CASE BY CASE BASIS. ONCE THE ORGANIZATION IS APPROVED FOR A GRANT, IT MUST PROVIDE REASONABLE ESTIMATES, RECEIPTS OR OTHER PROOF OF PAYMENT IN ORDER FOR DISTRIBUTION OF CASH TO BE APPROVED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 LOREN P BROWN 147500 0 15000 0 11544 0 5400 0 15336 0 194780 0 0 0 X 52 1203684 STOCK EXCHANGE VALUE X 2 331120 APPRAISED VALUE 2 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION EMPLOYS PNC INVESTMENT SERVICES TO SELL ALL NON-CASH SECURITY CONTRIBUTIONS AS SOON AS THEY ARE RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. IT IS ALSO REVIEWED WITH NEW MEMBERS UPON ADMITTANCE. IF A CONFLICT EXISTS, THE BOARD TAKES CORRECTIVE ACTION TO BE SURE THAT THE CONFLICT IS RESOLVED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD APPROVES ALL COMPENSATION OF TOP MANAGEMENT AFTER THE REVIEW OF COMPARABILITY DATA. THIS INCLUDES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IN TURN WILL APPROVE ALL COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES AFTER REVIEW OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO INCLUDED IN THE ANNUAL REPORT, WHICH IS AVAILABLE ON THE WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE- SPLIT INTEREST AGREEMENTS -27,264. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS IN CHARGE OF OVERSIGHT OF THE AUDIT. THE PROCESS OF THIS OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A: THE FOUNDATION DOES NOT FILE W-2S FOR THEIR EMPLOYEES. THE DIOCESE OF COLUMBUS PROCESSES ALL PAYROLL FOR THE FOUNDATION. AFTER PAYROLL IS PROCESSED, THE FOUNDATION WILL REIMBURSE THE DIOCESE OF COLUMBUS FOR ALL PAYROLL EXPENSES. 257 EAST BROAD STREET LLC 257 EAST BROAD STREET COLUMBUS OH 43215 HOLDS THE BUILDING OH 174048 4505038 THE CATHOLIC DIOCESE OF COLUMBUS 198 EAST BROAD STREET COLUMBUS OH 43215 314379603 TO PROCLAIM AND WITNESS CHRIST'S GOOD NEWS OH 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0