2014-02-12T14:52:17-06:00 2013-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY 300 LOUISVILLE KY 40223 990 2012-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 ROSEMARY BISIG SMITH 5025852747 2014-02-11 1 JOE ACKERMAN CPA P00074255 5029923500 2012 2015-11-30 17:44:51Z ROSEMARY BISIG SMITH 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 15850019 0 X WWW.CEFLOU.ORG X 1995 KY ADVANCING CATHOLIC EDUCATION THROUGH GRANTING AID TO AND FOR STUDENTS OF CATHOLIC ELEMENTARY AND SECONDARY SCHOOLS IN THE ARCHDIOCESE OF LOUISVILLE, KENTUCKY. 23 22 4 25 0 0 2252521 2506248 0 0 1001214 1132035 -77363 -157685 3176372 3480598 1868701 2023999 0 0 190108 299155 0 0 217480 268561 370825 2327370 2693979 849002 786619 17967756 19284694 14753 3994 17953003 19280700 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 2023999 2023999 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. 2023999 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 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 55 0 1 4 1 0 0 0 0 0 0 0 0 X 23 22 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 0.00 X X 0 0 0 MOST REV JOSEPH E KURTZ 0.00 X X 0 0 0 DAVID P CALZI 0.00 X 0 0 0 DONALD J KELLY 0.00 X X 0 0 0 ROSEMARY BISIG SMITH 40.00 X X 91114 0 11662 ELIZABETH U WISEMAN 0.00 X X 0 0 0 DANA ALLEN 0.00 X 0 0 0 ROBERT L ASH 0.00 X 0 0 0 CHARLES P DENNY 0.00 X 0 0 0 LINDA H GLEIS 0.00 X 0 0 0 REVEREND WILLIAM D HAMMER 0.00 X 0 0 0 CHARLES H LEIS 0.00 X 0 0 0 THOMAS P MONAHAN 0.00 X 0 0 0 STEPHEN G MULLINS 0.00 X 0 0 0 R WOOD NORTHUP 0.00 X 0 0 0 THOMAS A PARTRIDGE 0.00 X 0 0 0 THOMAS A PERRONE 0.00 X 0 0 0 REVEREND STEPHEN A POHL 0.00 X 0 0 0 KATHLEEN S POTTS 0.00 X 0 0 0 TIMOTHY G RUTLEDGE 0.00 X 0 0 0 LEISA SCHULZ 0.00 X 0 0 0 WILLIAM L TATUM JR 0.00 X 0 0 0 THOMAS A WIMSETT 0.00 X 0 0 0 91114 0 11662 0 0 0 0 0 986385 1519863 148166 2506248 384868 384868 12819103 12071936 747167 747167 747167 134615 986385 297485 -162870 -162870 5040 0 5040 5040 MISCELLANEOUS REVENUE 900099 145 145 145 3480598 5185 0 969165 2023999 2023999 100493 41872 58621 173208 62893 110315 4515 1147 3368 4820 1628 3192 16119 5801 10318 8000 8000 99253 99253 11101 11101 23060 23060 7363 7363 36843 36843 601 601 1823 1823 128 128 MARKETING SERVICES 66895 66895 PRINTING AND PUBLICATIO 40939 36124 4815 POSTAGE AND SHIPPING 26175 14846 11329 ANNUAL FUND EXPENSE 15522 15522 33122 33122 2693979 2023999 452500 217480 387647 309488 601378 399985 5087 270110 6435 6013 18364 14223 0 4141 15731390 16914726 1192652 1267504 43167 112727 17967756 19284694 1768 3994 12985 14753 3994 X 651432 2017374 1422260 1384015 15879311 15879311 17953003 19280700 17967756 19284694 786619 541078 0 X X 0 1 X 1 0 X 820968 1334557 1990367 2252521 2506248 8904661 820968 1334557 1990367 2252521 2506248 8904661 8904661 352450 314707 335552 369395 384868 1756972 10661633 451520 0.83520 0.80970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17975033 2586946 1673258 2023999 157166 386436 19667636 17915114 2175158 190100 1868701 127261 309377 17975033 14458203 1902841 2932620 1049582 47309 281659 17915114 13195704 1337127 1273264 1028316 36520 283056 14458203 16307344 820968 -2440740 1115124 115981 260763 13195704 0.00000 0.91980 0.08020 0 0 5964 1823 4141 12400 12400 0 4141 MONEY MARKET FUNDS 1267504 C 1267504 4219908 541078 297485 838563 3381345 99253 99253 3480598 2892211 297485 297485 2594726 99253 99253 2693979 PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 297,485. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 297,485. SALUTE DINNER 833204 730664 102540 85137 117135 GAME LUNCH 287796 255721 32075 31027 64186 2 1121000 986385 134615 116164 181321 297485 -162870 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 92060 EDUCATIONAL GRANT BASILICA OF ST JOSEPH PROTO-CATHEDRAL PO BOX 548 BARDSTOWN KY 400040548 610485640 501(C)(3) 19360 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 76600 EDUCATIONAL GRANT CHURCH OF THE ASCENSION 4600 LYNNBROOK DR LOUISVILLE KY 402201041 610652304 501(C)(3) 20916 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 76000 EDUCATIONAL GRANT HOLY FAMILY CHURCH 3926 POPLAR LEVEL RD LOUISVILLE KY 402131463 610510935 501(C)(3) 35585 EDUCATIONAL GRANT HOLY SPIRIT CHURCH 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 61008 EDUCATIONAL GRANT HOLY TRINITY CHURCH 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 37200 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 63450 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 73800 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 22500 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 75000 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 23500 EDUCATIONAL GRANT ST AGNES CHURCH 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 34600 EDUCATIONAL GRANT ST ALBERT THE GREAT CHURCH 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 47437 EDUCATIONAL GRANT ST ALOYSIUS CHURCH PO BOX 468 PEWEE VALLEY KY 400560468 610448558 501(C)(3) 17744 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 52738 EDUCATIONAL GRANT ST ANN CHURCH 7490 HOWARDSTOWN RD HOWARDSTOWN KY 400516505 610903669 501(C)(3) 7780 EDUCATIONAL GRANT ST ATHANASIUS CHURCH 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 74175 EDUCATIONAL GRANT ST AUGUSTINE CHURCH 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 27665 EDUCATIONAL GRANT ST BERNARD CHURCH 7500 TANGELO DR LOUISVILLE KY 402281599 610644954 501(C)(3) 49863 EDUCATIONAL GRANT ST CATHERINE CHURCH 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 23222 EDUCATIONAL GRANT ST EDWARD CHURCH 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 61000 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 75862 EDUCATIONAL GRANT ST FRANCIS OF ASSISI CHURCH 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 39760 EDUCATIONAL GRANT ST GABRIEL CHURCH 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 76233 EDUCATIONAL GRANT ST GREGORY CHURCH 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 22634 EDUCATIONAL GRANT ST JAMES CHURCH 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 25800 EDUCATIONAL GRANT ST LEONARD CHURCH 440 ZORN AVE LOUISVILLE KY 402061417 610539297 501(C)(3) 42173 EDUCATIONAL GRANT ST MARTHA CHURCH 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 77045 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 32500 EDUCATIONAL GRANT ST MICHAEL CHURCH 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 19500 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 117206 EDUCATIONAL GRANT ST PATRICK CHURCH 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 29991 EDUCATIONAL GRANT ST PAUL CHURCH 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 21100 EDUCATIONAL GRANT ST RAPHAEL CHURCH 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 43400 EDUCATIONAL GRANT ST RITA CHURCH 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 49185 EDUCATIONAL GRANT ST STEPHEN MARTYR CHURCH 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 65850 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 13304 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 13905 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 14246 EDUCATIONAL GRANT 41 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. COMMITTEES OF BOARD MEMBERS REVIEW GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SEND IN DOCUMENTAION 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 ADVERTISING AND MARKETING SERVICES 9 65584 COST X PRINTING AND PHOTOGRAPHY 6 7780 COST X SPEAKER FEES 1 20000 COST X EVENT PRODUCTION 2 5800 COST X USE OF FORMAL WEAR 1 2000 COST X CATERING 1 365 COST X IT SUPPORT 1 3150 COST X OFFICE EQUIPMENT 1 2250 COST X USE OF VENUE FOR EVENT 2 5000 COST X OFFICE RENT AND CLEANING 1 36237 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. PART XI, 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 1046644