CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO (EIN 84-1481641)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-28
- IRS object ID
- 201442099349301074
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-28T15:00:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841481641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Catholic Foundation No Colorado | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3034689885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVE | AddressLine1 |
| Address Line2 | Suite 725 | AddressLine2 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deacon Steve Stemper | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3034689885 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7194714290 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN STEMPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVE STE 725 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,613,981 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECATHOLICFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$32,279 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$32,279 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,692,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,120,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,429,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,045,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $7,652 | CYOtherRevenueAmt |
| PY Total Revenue | $43,122,082 | PYTotalRevenueAmt |
| CY Total Revenue | $14,174,107 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,219,510 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,743,754 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $797,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $840,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,190,110 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $148,212 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $636,717 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,549,533 | PYOtherExpensesAmt |
| CY Other Expenses | $940,785 | CYOtherExpensesAmt |
| PY Total Expenses | $9,756,421 | PYTotalExpensesAmt |
| CY Total Expenses | $11,673,182 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,365,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,500,925 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,916,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,674,881 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,220,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,385,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,696,342 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,289,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,364,315 | ExpenseAmt |
| Grant | $4,277,871 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,736,430 | ExpenseAmt |
| Grant | $1,702,037 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,443,237 | ExpenseAmt |
| Grant | $2,394,844 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,396,666 | ExpenseAmt |
| Grant | $1,369,001 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE DETAIL ON ATTACHMENT 1 SCH O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,396,665 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,369,002 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $7,652 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,940,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 3034689885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVENUE STE 725 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Nancy Bauman | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Sam Perry | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| REV MSGR THOMAS S FRYAR VG | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| THOMAS D HEULE | ||||||
| CHAIR through 06/2013 | 1.0 | Yes (X) | Yes (X) | |||
| LOU JAHDE | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| KEVIN KOPP | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| SONNY LUBICK | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| TERRY POLAKOVIC | ||||||
| DIRECTOR through 03/2013 | 1.0 | Yes (X) | ||||
| Joe Talarico | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Fran Combs | ||||||
| Director | 1.0 | Yes (X) | ||||
| Mark Salvato | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Marguerite Hunter | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Suzan Lavelle | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Tony Church | ||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | |||
| Michael Jansen | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| James Kontny | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| William Leer | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Edward Routzon | ||||||
| Director through 09/2013 | 1.0 | Yes (X) | ||||
| Robert Zarlengo | ||||||
| Chair beginning 07/2013 | 1.0 | Yes (X) | Yes (X) | |||
| Steve Markel | ||||||
| Director through 03/2013 | 1.0 | Yes (X) | ||||
| Michaelann Martin | ||||||
| DIRECTOR through 09/2013 | 1.0 | Yes (X) | ||||
| Archbishop Samuel J Aquila | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Bob Gross | ||||||
| DIRECTOR | 1.0 | Yes (X) | ||||
| Dominic Palazzo | ||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | |||
| Norma Frank | ||||||
| Director | 1.0 | Yes (X) | ||||
| Steven Stemper | ||||||
| President & CEO | 40.0 | Yes (X) | $189,716 | $0 | $42,059 | |
| Dave Fantz | ||||||
| Administrative Officer | 40.0 | Yes (X) | $97,759 | $28,946 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $287,475 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,005 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMUNITY COUNSELING SVC CO LLC | |||||
| PO BOX 27462 | NEW YORK | NY | 10087 | FUNDRAISING | $141,819 |
| Premier Fulfillment | |||||
| 4841 Dillon Drive | PUEBLO | CO | 81008 | Caging & Lockbox | $150,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $6,120,642 | AllOtherContributionsAmt |
| Noncash Contributions | $793,406 | NoncashContributionsAmt |
| Total Contributions | $6,120,642 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,991 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$32,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | $508,270 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,009,696 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $158,439,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,569,822 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,569,822 | TotalRevenueColumnAmt |
| Exclusion | $7,569,822 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,652 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,652 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,174,107 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$32,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,078,092 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,610,361 | TotalAmt |
| Program Services | $9,610,361 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,393 | TotalAmt |
| Program Services | $133,393 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,481 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $358,481 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,300 | TotalAmt |
| Management And General | $300,757 | ManagementAndGeneralAmt |
| Fundraising | $76,543 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,613 | TotalAmt |
| Management And General | $22,613 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,131 | TotalAmt |
| Management And General | $26,625 | ManagementAndGeneralAmt |
| Fundraising | $8,506 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,906 | TotalAmt |
| Management And General | $37,390 | ManagementAndGeneralAmt |
| Fundraising | $9,516 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,494 | TotalAmt |
| Management And General | $3,640 | ManagementAndGeneralAmt |
| Fundraising | $3,854 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,600 | TotalAmt |
| Management And General | $46,600 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,212 | TotalAmt |
| Fundraising | $148,212 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,079 | TotalAmt |
| Management And General | $74,079 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,912 | TotalAmt |
| Management And General | $56,314 | ManagementAndGeneralAmt |
| Fundraising | $194,598 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,439 | TotalAmt |
| Fundraising | $66,439 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,592 | TotalAmt |
| Management And General | $34,238 | ManagementAndGeneralAmt |
| Fundraising | $48,354 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,730 | TotalAmt |
| Management And General | $22,033 | ManagementAndGeneralAmt |
| Fundraising | $13,697 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,573 | TotalAmt |
| Management And General | $65,573 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,573 | TotalAmt |
| Fundraising | $26,573 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,230 | TotalAmt |
| Management And General | $2,602 | ManagementAndGeneralAmt |
| Fundraising | $21,628 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,974 | TotalAmt |
| Program Services | $196,893 | ProgramServicesAmt |
| Management And General | $81 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,398 | TotalAmt |
| Management And General | $29,398 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,997 | TotalAmt |
| Management And General | $8,997 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| GIFTS | $4,380 | $4,380 | |
| MISCELLANEOUS | $5,354 | $2,017 | $3,337 |
| DEVELOPMENT MARKETING | $15,460 | $15,460 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,673,182 | TotalAmt |
| Program Services | $9,940,647 | ProgramServicesAmt |
| Management And General | $1,095,818 | ManagementAndGeneralAmt |
| Fundraising | $636,717 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,325,977 | BOYAmt |
| EOY | $1,736,063 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,787,862 | BOYAmt |
| EOY | $6,155,225 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,135,266 | BOYAmt |
| EOY | $28,456,179 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,120 | BOYAmt |
| EOY | $6,400 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,260 | BOYAmt |
| EOY | $82,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $527,684 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $136,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,236 | BOYAmt |
| EOY | $391,039 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,281,751 | BOYAmt |
| EOY | $31,857,043 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,907,985 | BOYAmt |
| EOY | $62,990,292 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,916,457 | BOYAmt |
| EOY | $131,674,881 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,752 | BOYAmt |
| EOY | $175,925 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,775 | BOYAmt |
| EOY | $689,530 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,459 | BOYAmt |
| EOY | $56,216 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,187,501 | BOYAmt |
| EOY | $3,866,668 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,169,628 | BOYAmt |
| EOY | $17,597,316 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,220,115 | BOYAmt |
| EOY | $22,385,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,084,134 | BOYAmt |
| EOY | $51,602,230 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,938,055 | BOYAmt |
| EOY | $56,653,183 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,153 | BOYAmt |
| EOY | $1,033,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,696,342 | BOYAmt |
| EOY | $109,289,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,916,457 | BOYAmt |
| EOY | $131,674,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,500,925 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,091,959 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,275,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,916,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,002,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,692,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,120,642 | CurrentTaxYearAmt |
| Total | $49,007,153 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,275,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,916,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,002,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,692,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,120,642 | CurrentTaxYearAmt |
| Total | $49,007,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,421,473 | SubstantialContributorsTotAmt |
| Public Support Total170 | $46,585,680 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $642,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $504,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $474,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $609,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $508,270 | CurrentTaxYearAmt |
| Total | $2,740,219 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,747,372 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,652 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90025 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82868 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 49 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,190,471 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,030,924 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $35,716,099 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,120,155 | BeginningYearBalanceAmt |
| Contributions | $3,921,632 | ContributionsAmt |
| Investment Earnings Or Losses | $3,260,603 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,059,947 | GrantsOrScholarshipsAmt |
| End Year Balance | $60,242,443 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,563,663 | BeginningYearBalanceAmt |
| Contributions | $31,090,474 | ContributionsAmt |
| Investment Earnings Or Losses | $2,588,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,122,383 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,120,155 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,672,185 | BeginningYearBalanceAmt |
| Contributions | $4,122,619 | ContributionsAmt |
| Investment Earnings Or Losses | -$147,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,083,619 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $29,563,663 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,598,458 | BeginningYearBalanceAmt |
| Contributions | $2,074,601 | ContributionsAmt |
| Investment Earnings Or Losses | $2,833,992 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,834,866 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $27,672,185 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,805,438 | BeginningYearBalanceAmt |
| Contributions | $1,465,577 | ContributionsAmt |
| Investment Earnings Or Losses | $4,579,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,232,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,958 | OtherExpendituresAmt |
| End Year Balance | $24,598,458 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04242 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01716 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.94042 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $150,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $150,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $110,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $110,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,847 | DepreciationAmt |
| Book Value | $87,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,122 | DepreciationAmt |
| Book Value | $34,737 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,676 | DepreciationAmt |
| Book Value | $8,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $391,039 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN | $2,640,014 | F |
| HEDGED EQUITY | $3,505,542 | F |
| NON-MARKETABLE SECURITIES | $22,202 | F |
| COMMODITIES | $4,156,057 | F |
| CORPORATE SECURITIES | $9,993,259 | F |
| DOMESTIC EQUITIES | $16,922,325 | F |
| DOMESTIC REAL ESTATE | $1,318,812 | F |
| INTERNATIONAL SECURITIES | $24,432,081 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $62,990,292 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENTS HELD IN TRUST | $14,549,263 |
| ENDOWMENT | $3,048,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,597,316 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,191,987 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,091,959 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,091,959 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,100,028 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $74,079 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $74,079 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,174,107 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,599,103 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,599,103 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $74,079 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $74,079 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,673,182 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | 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. |
| PART X, LINE 2 | 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Sub-Saharan Africa | Grantmaking | $120,000 |
| South America | Grantmaking | $5,893 |
| South Asia | Grantmaking | $7,500 |
| Central America and the Caribbean | Investments | $32,539,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $32,672,876 | SubtotalSpentAmt |
| Total Spent | $32,672,876 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | Charity/Aid | $120,000 | check |
| South America | Charity/Aid | $5,893 | wire trnsfr |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2 | From the Foundation's Policy Statement Regarding International Grantmaking 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 a "as needed" basis. |
| PART I, LINE 3, COLUMN F | FAIR MARKET VALUE OF INVESTMENTS 31,741,543 INVESTMENT MANAGEMENT FEES 797,940 TOTAL 32,539,483 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Community Counseling SVC CO LLC | PersonNm |
| Activity | CAMPAIGN MGMT. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $2,324,655 | GrossReceiptsAmt |
| Retained By Contractor | $141,819 | RetainedByContractorAmt |
| Net To Organization | $2,183,836 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,324,655 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $141,819 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,183,836 | TotalNetToOrganizationAmt |
| Licensed States | CO | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | schedule g, part 1 | FormAndLineReferenceDesc |
| Explanation | the organization also paid community counseling service for printing, supplies and travel expenses which totalled $5,519 for 2013. the amounts are determined based upon detailed invoices. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Annunciation Catholic Church | |||||||
| 3663 Humboldt St | Denver | CO | 80205 | 840522064 | 501(c)(3) | $10,000 | Caring for Our |
| Annunciation Catholic School | |||||||
| 3536 Lafayette Street | Denver | CO | 80205 | 840522064 | 501(c)(3) | $127,500 | Teaching Our |
| Archdiocese of Denver | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 840499858 | 501(c)(3) | $1,609,759 | Spreading the Good |
| Arrupe Jesuit High School | |||||||
| 4343 Utica st | Denver | CO | 80212 | 020628872 | 501(c)(3) | $126,500 | Teaching Our |
| Assumption Catholic School | |||||||
| 2341 E 78th Ave | Denver | CO | 80229 | 840449275 | 501(c)(3) | $48,000 | Teaching Our |
| Augustine Institute | |||||||
| 6161 S Syracuse Way | Englewood | CO | 80111 | 202349108 | 501(c)(3) | $263,305 | Spreading the Good |
| Bishop Machebeuf High School | |||||||
| 458 N Uinta way | Denver | CO | 80230 | 841490220 | 501(c)(3) | $162,726 | Teaching Our |
| Blessed Sacrament Catholic School | |||||||
| 1973 Elm St | Denver | CO | 80220 | 840402673 | 501(c)(3) | $36,500 | Teaching Our |
| Cathedral of the Immaculate | |||||||
| 1530 Logan St | Denver | CO | 80203 | 840421938 | 501(c)(3) | $83,025 | Strengthening Our |
| Catholic Charities of Denver | |||||||
| 4045 Pecos Street | Denver | CO | 80211 | 840686679 | 501(c)(3) | $248,039 | Caring for Our |
| Catholic News Agency | |||||||
| 3392 S Broadway | Englewood | CO | 80113 | 200196438 | 501(c)(3) | $54,000 | Spreading the Good |
| Centro San Juan Diego | |||||||
| 2830 Lawrence St | Denver | CO | 80205 | 840499858 | 501(c)(3) | $12,000 | Spreading the Good |
| Christ the King Catholic | |||||||
| 830 Elm Street | Denver | CO | 80220 | 840404911 | 501(c)(3) | $22,500 | Strengthening Our |
| Christian Life Movement | |||||||
| 1060 St Francis Way | Denver | CO | 80204 | 841487058 | 501(c)(3) | $15,000 | Caring for Our |
| Colorado KofC Charities | |||||||
| 505 Columbia Avenue | Del Norte | CO | 81132 | 237309447 | 501(c)(3) | $25,000 | Caring for Our |
| Endow | |||||||
| 6021 South Syracuse Way | Centennial | CO | 80111 | 830362209 | 501(c)(3) | $52,500 | Spreading the Good |
| Escuela de Guadalupe | |||||||
| 3401 Pecos Street | Denver | CO | 80211 | 311652842 | 501(c)(3) | $17,000 | Teaching Our |
| Fellowship of Catholic Univ Students | |||||||
| 603 Park Point Drive Suite 200 | Genesee | CO | 80401 | 841522811 | 501(c)(3) | $337,633 | Spreading the Good |
| Franciscan University | |||||||
| 1235 University Blvd | Steubenville | OH | 43952 | 340714818 | 501(c)(3) | $25,000 | Teaching Our |
| Guardian Angels Catholic School | |||||||
| 1843 W 52nd Ave | Denver | CO | 80221 | 840518957 | 501(c)(3) | $51,000 | Teaching Our |
| Holy Family High School | |||||||
| 5195 West 144th Ave | Broomfield | CO | 80020 | 841490222 | 501(c)(3) | $114,000 | Teaching Our |
| Marian Community of Reconciliation | |||||||
| 1060 St Francis Way | Denver | CO | 80204 | 460639476 | 501(c)(3) | $12,000 | Spreading the Good |
| JK Mullen High School | |||||||
| 3601 South Lowell Blvd | Denver | CO | 80236 | 846005720 | 501(c)(3) | $12,500 | Teaching Our |
| National Catholic Bioethics Center | |||||||
| 6399 Drexel Road | Philadelphia | PA | 19151 | 042871526 | 501(c)(3) | $100,000 | Caring for Our |
| Our Lady of Lourdes School | |||||||
| 2256 S Logan Street | Denver | CO | 80210 | 840421979 | 501(c)(3) | $26,500 | Teaching Our |
| Papal Foundation | |||||||
| 150 Monument Road | Bala Cynwyd | PA | 19004 | 232511991 | 501(c)(3) | $11,485 | Caring for Our |
| Regis Jesuit High School - Boys Division | |||||||
| 6400 S Lewiston Way | Aurora | CO | 80016 | 840791593 | 501(c)(3) | $56,500 | Teaching Our |
| Regis University | |||||||
| 3333 Regis Blvd | Denver | CO | 80221 | 840402707 | 501(c)(3) | $16,000 | Spreading the Good |
| Saint Andrew's Catholic Church | |||||||
| 412 Dexter Street | Wray | CO | 80758 | 840534149 | 501(c)(3) | $5,562 | Strengthening Our |
| Saint Anthony School - Sterling | |||||||
| 324 S Third St | Sterling | CO | 80751 | 840461557 | 501(c)(3) | $10,000 | Teaching Our |
| Saint Bernadette Catholic School | |||||||
| 1100 Upham St | Lakewood | CO | 80215 | 840431890 | 501(c)(3) | $36,500 | Teaching Our |
| Saint Catherine of Siena School | |||||||
| 4200 Federal Blvd | Denver | CO | 80211 | 840438235 | 501(c)(3) | $28,000 | Teaching Our |
| Saint Francis de Sales Catholic School | |||||||
| 235 S Sherman St | Denver | CO | 80209 | 840404268 | 501(c)(3) | $58,000 | Teaching Our |
| SJV Theological Seminary | |||||||
| 1300 South Steele St | Denver | CO | 80210 | 841495066 | 501(c)(3) | $3,991,078 | Preparing Our |
| Saint Louis Catholic Church | |||||||
| 3310 South Sherman St | Englewood | CO | 80113 | 840406817 | 501(c)(3) | $75,150 | Teaching Our |
| Saint Louis Catholic School | |||||||
| 3301 S Sherman St | Englewood | CO | 80110 | 840406817 | 501(c)(3) | $36,500 | Teaching Our |
| Saint Patrick's - Holyoke | |||||||
| 519 South Interocean Ave | Holyoke | CO | 80734 | 841239433 | 501(c)(3) | $5,375 | Strengthening Our |
| Saint Rose of Lima Catholic School | |||||||
| 1345 W Dakota Ave | Denver | CO | 80223 | 840465591 | 501(c)(3) | $26,500 | Teaching Our |
| Saint Stephen Catholic School | |||||||
| 414 South Hyland Park Drive | Glenwood Spgs | CO | 81601 | 840539250 | 501(c)(3) | $36,500 | Teaching Our |
| Saint Therese Catholic School | |||||||
| 1200 Kenton St | Aurora | CO | 80010 | 840469539 | 501(c)(3) | $67,000 | Teaching Our |
| Saint Thomas More Parish | |||||||
| 7071 East Otero Avenue | Centennial | CO | 80112 | 840642458 | 501(c)(3) | $15,102 | Strengthening Our |
| Saints Peter and Paul Catholic School | |||||||
| 3920 Pierce St | Wheatrdige | CO | 80030 | 840448043 | 501(c)(3) | $17,000 | Teaching Our |
| Seeds of Hope Charitable Trust | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841437053 | 501(c)(3) | $61,500 | Spreading the Good |
| Wyoming Catholic College | |||||||
| 163 Leedy Drive | Lander | WY | 82520 | 830434307 | 501(c)(3) | $137,500 | Spreading the Good |
| University of Denver Athletics | |||||||
| 2201 East Asbury Ave | Denver | CO | 80208 | 840404231 | 501(c)(3) | $10,000 | Teaching Our |
| Litttle Sisters of the Poor Mullen Home | |||||||
| 3629 West 29th Street | Denver | CO | 80211 | 840528531 | 501(c)(3) | $15,000 | Caring for Our |
| Dominican Sis - Home Health Agency | |||||||
| 2501 Gaylord Street | Denver | CO | 80205 | 840567786 | 501(c)(3) | $27,250 | Caring for Our |
| Catholic Leadership Institute | |||||||
| 440 East Swedesford Road | Wayne | PA | 19087 | 232661414 | 501(c)(3) | $85,500 | Spreading the Good |
| Office of Catholic Schools | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(c)(3) | $125,000 | Teaching Our |
| StThomas Aquinas Catholic Ctr | |||||||
| 904 14th Street | Boulder | CO | 80302 | 840430715 | 501(c)(3) | $77,500 | Spreading the Good |
| Companions of Christ | |||||||
| 1300 South Steele Street | Denver | CO | 80210 | 261579250 | 501(c)(3) | $7,000 | Spreading the Good |
| Religious Sisters of Mercy | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 382350857 | 501(c)(3) | $7,500 | Spreading the Good |
| Abbey of St Walburga | |||||||
| 32109 N US Highway 287 | Virginia Dale | CO | 80536 | 840659341 | 501(c)(3) | $7,500 | Spreading the Good |
| Father Woody's Haven of Hope | |||||||
| 1101 W 7th Avenue | Denver | CO | 80204 | 841479555 | 501(c)(3) | $25,000 | Caring for Our |
| Boys Hope Girls Hope Colorado | |||||||
| 7060 E Hampden Avenue 203 | Denver | CO | 80224 | 841239769 | 501(c)(3) | $13,500 | Teaching Our |
| Regis Jesuit High School - Girls Division | |||||||
| 6300 S Lewiston Way | Aurora | CO | 80016 | 840791593 | 501(c)(3) | $12,500 | Teaching Our |
| Dominican Sis of Mary Mother of Eucharist | |||||||
| 24 Frank Lloyd Wright Drive | Ann Arbor | MI | 48106 | 383349686 | 501(c)(3) | $7,500 | Spreading the Good |
| Mount St Vincent Home | |||||||
| 4159 Lowell Boulevard | Denver | CO | 80211 | 840405260 | 501(c)(3) | $26,000 | Caring for Our |
| Saint James Catholic School | |||||||
| 1250 Newport Street | Denver | CO | 80220 | 840402708 | 501(c)(3) | $36,500 | Teaching Our |
| Dominican Sisters of St Cecilia | |||||||
| 801 Dominican Drive | Nashville | TN | 37228 | 530196617 | 501(c)(3) | $7,500 | Spreading the Good |
| Lighthouse Women's Center | |||||||
| 4240 E Plum Court | Littleton | CO | 80121 | 352381151 | 501(c)(3) | $18,850 | Caring for Our |
| Families of Character | |||||||
| 5241 S Race St | Littleton | CO | 80121 | 271083135 | 501(c)(3) | $81,200 | Spreading the Good |
| Paradisus Dei Inc | |||||||
| PO Box 19127 | Houston | TX | 77224 | 061699099 | 501(c)(3) | $25,000 | Spreading the Good |
| Lanteri Center for Ignation Spirituality | |||||||
| 416 22nd Street | Denver | CO | 80205 | 201891947 | 501(c)(3) | $10,000 | Spreading the Good |
| Loras College | |||||||
| 1450 Alta Vista St | Dubuque | IA | 52001 | 420680412 | 501(c)(3) | $10,000 | Spreading the Good |
| Alternatives Pregnancy Center | |||||||
| 1440 Blake St Suite 200 | Denver | CO | 80202 | 742218129 | 501(c)(3) | $10,250 | Caring for Our |
| Family Unity International Inc | |||||||
| 12750 Stephen Place | Elm Grove | WI | 53122 | 391539281 | 501(c)(3) | $10,000 | Caring for Our |
| Christ in the City | |||||||
| 4039 Wyandot St | Denver | CO | 80211 | 841362818 | 501(c)(3) | $78,000 | Spreading the Good |
| Benedictine College | |||||||
| 1020 2nd Street | Atchison | KS | 66002 | 480777079 | 501(c)(3) | $55,250 | Spreading the Good |
| Missionaries of the Poor USA Inc | |||||||
| PO Box 29893 | Atlanta | GA | 30359 | 204553442 | 501(c)(3) | $30,000 | Spreading the Good |
| Marriage Missionaries | |||||||
| 12577 N 2nd Street | Parker | CO | 80134 | 364725687 | 501(c)(3) | $14,250 | Spreading the Good |
| St Vincent de Paul Society Denver | |||||||
| 830 Elm Street | Denver | CO | 80220 | 846032037 | 501(c)(3) | $10,000 | Caring for Our |
| Catholic Charities USA Relief Efforts | |||||||
| PO Box 17066 | Baltimore | MD | 21297 | 530196620 | 501(c)(3) | $50,000 | Caring for Our |
| Holy Name Parish | |||||||
| 3290 W Milan Avenue | Dener | CO | 80110 | 840422002 | 501(c)(3) | $112,500 | Strengthening Our |
| Zarlengo Foundation | |||||||
| 7100 WEst 44th Avenue 206 | Wheat Ridge | CO | 80033 | 841376317 | 501(c)(3) | $10,000 | Caring for Our |
| Thomas More College of Liberal Arts | |||||||
| 6 Manchester Street | Merrimack | NH | 03054 | 020344073 | 501(c)(3) | $50,000 | Spreading the Good |
| Adams County Emergency Food Bank | |||||||
| 7111 E 56th Avenue | Commerce City | CO | 80022 | 300754165 | 501(c)(3) | $35,000 | Caring for Our |
| Blessed John XXIII University Parish | |||||||
| 1220 University Avenue | Fort Collins | CO | 80521 | 840588032 | 501(c)(3) | $11,000 | Spreading the Good |
| In Ipso | |||||||
| 6102 West 55th Avenue | Arvada | CO | 80002 | 275196942 | 501(c)(3) | $10,000 | Spreading the Good |
| Georgetown University | |||||||
| 37th and O Streets NW | Washington | DC | 20057 | 530196603 | 501(c)(3) | $50,000 | Spreading the Good |
| Cristo Rey Network | |||||||
| 14 East Jackson Blvd Suite 1200 | Chicago | IL | 60604 | 043730980 | 501(c)(3) | $50,000 | Teaching Our |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch. I, Part I, Question 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Stemper | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $189,716 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,383 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $30,676 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $231,775 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Initial Contract Exception | FormAndLineReferenceDesc |
| Explanation | Steven Stemper's current compensation is covered by his initial contract of Novemeber 2012. Please see Schedule O for Part VI, Question 15a for more information. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $784,553 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIFE INSURANCE POLICY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,753 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH SURRENDER VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEUDLE M, LINE 9, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, QUESTION 4D | 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 $978,771 including grants of $959,384. 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 $417,895 including grants of $409,617. |
| FORM 990, PART VI, QUESTION 11B | 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 audit committee, and finally by the Board of Trustees. |
| FORM 990, PART VI, QUESTION 12C | 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, QUESTION 15A | 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 Heule, Chairman of the Board of Trustees, was responsible for the drafting and review of the CEO employment agreement. Mr. Heule 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, QUESTION 15B | The compensation of other officers and key employees is determined by the President. In making this determination, the President relies on appropriate comparability data and documents the decision. |
| FORM 990, PART VI, Question 19 | The Foundation's Articles of Incorporation are available on the website of the Colorado Secretary of State. No other governing documents or financial statements are made available to the public. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC FDN REAL PROPERTY HOLDINGS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E Florida Ave 725 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464051529 | EIN |
| Primary Activities | RE Holdings | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $260,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | catholic fdn | BusinessNameLine1 |
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