2014-03-28T12:51:07-05:00 2013-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2012-07-01 020671101 THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON % MJ MORROW CATH 2027724300 924 G STREET NW Suite WASHINGTON DC 20001 MJ MORROW 2027724300 2014-03-24 true 7032868000 2012 2015-11-30 17:44:51Z JOHN JOSEPH ENZLER 924 G STREET NW WASHINGTON DC 20001 3111411 false 0928 X www.catholiccharitiesdc.org X 1946 DC Manages endowment assets and provides financial support to Catholic Charities of Archdiocese of Washington, an affiliated organization. 3 3 0 17 0 0 8475675 2687265 0 0 214542 424146 144152 0 8834369 3111411 2264901 0 0 0 1630060 0 0 0 0 967194 63792 4862155 63792 3972214 3047619 15060106 21602627 213176 161000 14846930 21441627 X CATHOLIC CHARITIES FOUNDATION INVESTS ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION, WHICH IS A LEADING PROVIDER OF COMPREHENSIVE HUMAN SERVICES, SERVING PEOPLE IN NEED. false true 63792 THE FOUNDATION SUPPORTS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND AFFILIATED ORGANIZATIONS. THESE ORGANIZATIONS PROVIDE A RANGE OF HUMAN SERVICES TO THOSE IN NEED. 63792 true true false false false false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false true false false false false false true false false false true 0 0 0 false false false false false true true false false false false X 3 3 false false false false true true true true true false false true true true true true true false false false X MJ MORROW 2027724314 924 G STREET NW WASHINGTON DC 20001 J Michael Kelly 2.0 X 0 0 0 Brian McQuade 1.0 X 0 0 0 J D Murphy 1.0 X 0 0 0 PATRICK W DUNNE 0.4 39.6 X 0 251051 27248 MARY J MORROW 0.4 39.6 X 0 180782 7150 LESLIE SHANNON 0.4 39.6 X 0 155636 15161 FATHER MARIO DORSONVILLE 0.4 39.6 X 0 33984 29756 JOHN J ENZLER 0.4 39.6 X 0 31643 53246 JOAN FOWLER BROWN 0.4 39.6 X 0 87998 16927 DENISE CAPACI 0.4 39.6 X 0 137452 14843 MICHELE SPARKS 0.4 39.6 X 0 127991 27240 FRED SARRAN 0.4 39.6 X 0 129172 10333 ALICIA DT FIGUEIREDO 0.4 39.6 X 0 127991 26740 STEVEN SCHNIPPEL 0.4 39.6 X 0 133110 20117 0 1396810 248761 0 false true false 0 417861 2269404 2687265 0 224921 224921 0 0 0 0 0 199225 199225 199225 199225 0 0 0 0 0 3111411 0 424146 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57266 57266 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS FEES & CHARGES 6526 6526 63792 63792 0 0 0 0 192472 0 771282 907774 0 0 0 0 0 0 0 0 0 0 0 0 37704 35236 2534 2468 9666670 13726150 0 0 0 0 0 0 4427148 6966235 15060106 21602627 43099 605 0 0 0 0 0 0 0 0 0 0 0 0 0 0 170077 160395 213176 161000 X 4056680 4767249 0 2885154 10790250 13789224 14846930 21441627 15060106 21602627 X 3047619 28804 29 3518245 X false true X true false X X X false false false CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 530196524 04 true 63792 SPANISH CATHOLIC CENTER 520980905 04 false 0 ANCHOR MENTAL HEALTH ASSOCIATION 520824835 04 false 0 ANCHOR HOUSING CORPORATION 521181447 04 false 0 LT JOSEPH P KENNEDY INSTITUTE 530258035 04 false 0 KENNEDY INSTITUTE HOUSING CORPORATION 521910220 04 false 0 KENNEDY INSTITUTE HOUSING CORPORATION II 030406267 04 false 0 7 63792 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11794312 6213296 560910 414591 72278 18081649 11366948 590739 625849 730991 58233 11794312 9598793 755386 1440419 370565 57085 11366948 8518227 654329 749920 274315 49368 9598793 8257246 1221521 -646207 274150 40183 8518227 0.24700 0.74020 0.01280 37704 35236 2469 2469 DUE FROM OTHER ENTITIES 6966235 6966235 0 GIFT ANNUITY 160395 160395 X FIN 48 FOOTNOTE SCHEDULE D, PART X NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE CATHOLIC CHARITIES AND AFFILIATES HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME AND CATHOLIC CHARITIES AND AFFILIATES DO NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. false false false false false false false false PATRICK W DUNNE 0 251051 0 0 0 0 0 27158 0 90 0 278299 0 0 MARY J MORROW 0 180782 0 0 0 0 0 4454 0 2696 0 187932 0 0 DENISE CAPACI 0 137452 0 0 0 0 0 10900 0 3943 0 152295 0 0 MICHELE SPARKS 0 127991 0 0 0 0 0 27150 0 90 0 155231 0 0 ALICIA DT FIGUEIREDO 0 127991 0 0 0 0 0 26650 0 90 0 154731 0 0 STEVEN SCHNIPPEL 0 133110 0 0 0 0 0 10556 0 9561 0 153227 0 0 LESLIE SHANNON 0 155636 0 0 0 0 0 12342 0 2819 0 170797 0 0 CHEVY CHASE TRUST SEE PART V SEE PART V false SCHEDULE L, PART IV, LINE 1, COLUMNS (B), (C) AND (D) GEORGE P. CLANCY, JR. IS A FORMER MEMBER OF THE BOARD OF DIRECTORS OF BOTH CATHOLIC CHARITIES FOUNDATION AND CHEVY CHASE TRUST. DURING FISCAL YEAR ENDING JUNE 30, 2013, CATHOLIC CHARITIES FOUNDATION EARNED $452,950 IN INVESTMENT INCOME (E.G. INTEREST, DIVIDENDS, REALIZED AND UNREALIZED GAINS AND LOSSES) ON ACCOUNTS MANAGED BY CHEVY CHASE TRUST. CATHOLIC CHARITIES FOUNDATION'S INVESTMENT MANAGEMENT FEES DURING THE FISCAL YEAR WERE $57,265. FORM 990, PART III, LINE 3 The Foundation ceased soliciting funds as its primary activity. The Foundation's primary activity is to invest endowment assets and provide financial support to Catholic Charities of the Archdiocese of Washington, an affiliated organization. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCESAN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCiPLINE OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A)THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B)THE PURCHASE, SALE, LEASE DISPOSITION, OR HYPOTHECATION OF REAL PROPERTY C)THE APPOINTMENT OF FISCAL AUDITORS D)THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E)THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F)THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOL RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G)THE MERGING, LIQUIDATION, WINDING UP, OR ABANDOMENT OF ANY ENTITY FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS KPMG LLP, AN INDEPENDENT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFIED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A The organization does not pay its President/CEO. The compensation process performed by a related organization, Catholic Charities of the Archdiocese of Washington is as follows: Father John Enzler is paid the rate for a diocesan priest which is significantly below the market rate for a social service organization's top management official. Since Father John is compensated as a priest, the board of the Catholic Charities of the Archdiocese of Washington does not review or approve his compensation. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: TRANSFER OF ENDOWMENT FROM CATHOLIC CHARITIES $ 3,518,245 SPANISH CATHOLIC CENTER 925 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(C)(3) 9 ADW true ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 520824835 SOCIAL SERV DC 501(C)(3) 9 ADW true ANCHOR HOUSING CORPORATION 924 G STREET WASHINGTON DC 20001 521181447 HOUSING DC 501(C)(3) 9 ADW true LT JOSEPH P KENNEDY INSTITUTE 924 G STREET NW WASHINGTON DC 20001 520824835 CHARITABLE DC 501(C)(3) 9 ADW true KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(C)(3) 9 ADW true KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(C)(3) 9 ADW true CCS HOUSING INC 924 G STREET NW WASHINGTON DC 20001 562623529 HOUSING DC 501(C)(3) 9 ADW true CATHOLIC CHARITIES OF THE ARCHDIOCESE OF 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(C)(3) 9 ADW true ARCHDIOCESE OF WASHINGTON 5001 Eastern Avenue Hyattsville MD 20782 521214001 Religious DC 501(C)(3) 1 NA false false false true false false false false false false false false false false true true false false false false Catholic Charities of the Archdiocese of Wa c 3518245 FMV