2013-03-06T12:18:12-06:00 2012-06-30 LANEY BOTELER & KILLINGER 100 ASHFORD CTR N STE 310 ATLANTA GA 303384862 990 2011-07-01 582008930 THE CATHOLIC FOUNDATION OF N GA INC CATH 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 NANCY COVENY 4044979440 2013-02-28 true GARY H BOTELER 7703948000 2013-03-04 2011 2016-02-25 16:41:14Z NANCY COVENY 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 84756213 false X WWW.CFNGA.ORG X 1992 GA THE MISSION OF THE FOUNDATION IS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY THROUGH THE EFFECTIVE LONG-TERM FINANCIAL MANAGEMENT OF ENDOWMENT FUNDS AND THE ENCOURAGEMENT OF STEWARDSHIP. ONE OF THE PRIMARY WAYS IN WHICH WE ACCOMPLISH OUR MISSION IS BY RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 3,894,004 INCLUDED CONTRIBUTIONS OF 3,749,451 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTIONS TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE ON THE TAX RETURN, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. ENDOWMENT CONTRIBUTIONS INCLUDED CONTRIBUTIONS TO BENEFICIARY ENDOWMENT FUNDS OF 159,340. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 234,554 COMPARED TO OUR GRANTS (1,074,422) AND OPERATING EXPEN 21 17 3 30 0 2578987 3984004 20159 32055 2230381 2708418 0 4829527 6724477 419104 1074422 0 314645 312676 0 87281 195295 179217 929044 1566315 3900483 5158162 35438670 38103230 6306905 6204890 29131765 31898340 X THE MISSION OF THE FOUNDATION IS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY THROUGH THE EFFECTIVE LONG-TERM FINANCIAL MANAGEMENT OF ENDOWMENT FUNDS AND THE ENCOURAGEMENT OF STEWARDSHIP. ONE OF THE PRIMARY WAYS IN WHICH WE ACCOMPLISH OUR MISSION IS BY RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 3,894,004 INCLUDED CONTRIBUTIONS OF 3,749,451 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTIONS TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE ON THE TAX RETURN, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. ENDOWMENT CONTRIBUTIONS INCLUDED CONTRIBUTIONS TO BENEFICIARY ENDOWMENT FUNDS OF 159,340. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 234,554 COMPARED TO OUR GRANTS (1,074,422) AND OPERATING EXPEN false false 1175700 1074422 PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE. PROVIDE GRANTS TO ALL CATHOLIC SCHOOLS IN THE ARCHDIOCESE OF ATLANTA FROM THE NEW CONRADS FAMILY EDUCATION FUND. BEGAN ANNUAL ENDOWMENT DISTRIBUTION PROCESS. PROVIDE GRANTS FROM NEW NELLIE DODD MCADAMS FUND. 65316 PROVIDE PLANNED GIVING AND ENDOWMENT BUILDING SERVICES, INCLUDING EDUCATION, MAILINGS, TRAINING, PUBLIC SPEAKING TO PARISH AND SCHOOL GROUPS, AND ONE-ON-ONE MEETINGS WITH PARISHIONERS. 65317 32055 RECEIVE AND MANAGE ENDOWMENT AND CUSTODIAN FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. THE FOUNDATION SERVES AS CUSTODIAN OF INVESTMENT FUNDS FOR OTHER NONPROFIT ORGANIZATIONS. FOR BOTH ENDOWMENT AND CUSTODIAN FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. ALSO, THE FOUNDATION ESTABLISHED ENDOWMENTS FOR EVERY PARISH, MISSION, AND ARCHDIOCESAN CATHOLIC SCHOOL FROM GIFT FROM ARCHDIOCESE WITH PART OF THE JOSEPH MITCHELL BEQUEST. MISCELLANEOUS OTHER PROGRAM SERVICES. 1306333 true true false false false true false false true true true false false false true true true true false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 5 0 true 3 true false false false false false false false false false false X 21 17 true false true false false false false true true false false true true true true true false true true false GA X ARCHDIOCESE OF ATLANTA 4049207400 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 X FR PETER RAU 0.25 X 0 42232 33901 MSGR JOSEPH CORBETT 0.25 X 0 39508 53181 MSGR EDWARD J DILLON 0.25 X 0 36650 27639 ARCHBISHOP WILTON D GREGORY 0.25 X 0 32486 32325 ALAN S NEELY 0.25 X 0 0 0 CLARENCE H SMITH 0.25 X 0 0 0 DAVID P FITZGERALD 0.25 X 0 0 0 JAMES E WINCHESTER JR 0.25 X 0 0 0 DELORES JEAN BRANNAN 0.25 X 0 0 0 JEFFREY K HAIDET 0.25 X 0 0 0 JOSEPH MA LEDLIE 0.25 X 0 0 0 JUANITA P BARANCO 1.00 X X 0 0 0 MARK CHRISTOPHER 1.00 X X 0 0 0 MARY HUMANN JUDSON 0.25 X 0 0 0 MICHAEL L KEOUGH 1.00 X X 0 0 0 TIMOTHY CAMBIAS SR 0.25 X 0 0 0 VICTOR I SANCHEZ 0.25 X 0 0 0 WILLIAM M RICH 1.00 X X 0 0 0 WILLIAM R CORTEZ 0.25 X 0 0 0 H HAMILTON SMITH 0.25 X 0 0 0 DAVID G DAHM 0.25 X 0 0 0 NANCY COVENY 40.00 X 110385 0 17724 DIANE DUQUETTE 40.00 X 82929 0 15919 193314 150876 180689 1 false false false 3491119 492885 3984004 FUND MANAGEMENT FEES 523920 32055 32055 32055 786487 786487 79953667 78031736 1921931 1921931 1921931 6724477 2740473 1074422 1074422 237044 142226 47409 47409 41183 24709 8237 8237 14615 8769 2923 2923 1509 905 302 302 18325 10995 3665 3665 6256 3128 3128 28700 28700 34668 34668 9233 8310 923 19633 3926 11780 3927 53451 32071 10690 10690 913 913 4231 2116 2115 7647 3824 3823 3686 3686 MISCELLANEOUS 8323 8323 FEES AND DUES 2125 1063 1062 SUBSCRIPTIONS 351 351 1566315 1306333 172701 87281 172684 151939 1400 4869 8333 29149 9531 23302 19618 35226567 37923340 9848 35438670 38103230 65975 38517 4868437 4713651 1372493 1452722 6306905 6204890 X 4869250 4111167 5088333 5117020 19174182 22670153 29131765 31898340 35438670 38103230 X 5158162 -2391587 X false true true X false X 77129 533951 4351154 1325086 1984004 8271324 77129 533951 4351154 1325086 1984004 8271324 8271324 194746 205109 158840 456618 786487 1801800 10073124 67802 0.82110 0.83010 X DURING THE FISCAL YEAR ENDED 06/30/12, THE FOUNDATION RECEIVED ONE UNUSUAL GRANT IN THE AMOUNT OF 2,000,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 63 560750 1826082 true true false false false false true 28698536 3621799 413170 1011422 76206 172543 31473334 23324828 2483767 3654081 419104 170725 174311 28698536 9384531 13927074 1001124 583882 230000 174019 23324828 12142762 376798 -2280534 220230 500000 134265 9384531 0.11790 0.88210 false false false 7804 2536 5268 14745 5015 9730 6600 1980 4620 19618 BENEFICIARY ENDOWMENTS 1405468 CHARITABLE GIFT ANNUITY PAYABLE 47254 1452722 6724477 1566315 5158162 -2295247 -96340 -2391587 2766575 4345170 -2295247 75280 -2219967 6565137 159340 159340 6724477 1578595 75280 75280 1503315 63000 63000 1566315 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION MANAGES FUNDS FOR OTHER ARCHDIOCESEAN ORGANIZATIONS. FUNDS MANAGED FOR OTHER ORGANIZATIONS ARE INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND ARE REPORTED AS CUSTODIAN FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO PROVIDE VARIOUS SUPPORT, THROUGH ANNUAL GRANTS AND DISTRIBUTIONS, TO CHURCHES,SCHOOLS, MINISTRIES, AND NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE DONOR'S INTENSIONS. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION CONSIDERS ALL OF ITS ACTIVITIES TO BE DIRECTLY RELATED TO ITS EXEMPT PURPOSE AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THROUGH THE YEAR ENDED JUNE 30, 2012. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 BENEFICIARY ENDOWMENT FUNDS REVENUE -159,340 BENEFICIARY ENDOWMENT FUNDS EXPENSES 63,000 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B BENEFICIARY ENDOWMENT FUNDS REVENUE 159,340 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B BENEFICIARY ENDOWMENT FUNDS EXPENSES 63,000 true ST PETER CLAVER REGIONAL SCHOOL 2560 TILSON ROAD DECATUR GA 30032 581918801 501 45408 TUITION ASSISTANCE ST PIUS X HIGH SCHOOL 2674 JOHNSON ROAD ATLANTA GA 30345 580706914 501 5100 TUITION ASSISTANCE SOPHIA ACADEMY 2880 DRESDEN DRIVE ATLANTA GA 30341 582448273 501 10000 CATHOLIC TRANSITION ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501 53211 SEMINARIAN TUITION OUR LADY OF MERCY HIGH SCHOOL 861 EVANDER HOLYFIELD HIGHWAY FAYETTEVILLE GA 30214 582614489 501 30000 REPLACING HVAC ST JOSEPH CATHOLIC SCHOOL 81 LACY STREET MARIETTA GA 30060 580665896 501 10000 MOBILE LEARNING LAB CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501 75656 GENERAL OPERATION CATHOLIC CENTER AT GEORGIA TECH 172 FOURTH STREET NW ATLANTA GA 30313 580677170 501 6400 GENERAL OPERATION CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501 8500 GENERAL OPERATION DONOVAN HIGH SCHOOL 590 LAVENDER RD ATHENS GA 30606 651169619 501 12000 GENERAL OPERATION MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501 5250 GENERAL OPERATION ST MARY'S CATHOLIC SCHOOL 401 E SEVENTH STREET ROME GA 30161 412097947 501 12000 GENERAL OPERATION ST PIUS X HIGH SCHOOL 2674 JOHNSON ROAD ATLANTA GA 30345 580706914 501 10000 GENERAL OPERATION ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 501 10000 EUCHARISTIC CONGRESS CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501 10000 ENERGY CAMPAIGN MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501 25000 DAF-VIA SPES FUND BUCKHEAD CHRISTIAN MINISTRY 2847 PIEDMONT ROAD ATLANTA GA 30305 581748786 501 20000 DAF-UNRESTRICTED SWEET BRIAR COLLEGE PO BOX 1057 SWEETBRIAR VA 24595 540534105 501 20000 DAF-REFURBISH IGANTIUS HOUSE RETREAT CENTER 6700 RIVERSIDE DRIVE NW ATLANTA GA 30328 580862903 501 17000 DAF-NEW FURNITURE CAT RESCUE ADOPTION & FOSTER TEAM PO BOX 6441 BEND OR 97708 263044332 501 6500 DAF-GEN OPERATION CATHEDRAL OF CRHIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501 10000 DAF-GEN OPERATION SOCIETY OF ST VINCENT DE PAUL 2050-C CHAMBLEE TUCKER ROAD ATLANTA GA 30341 580967972 501 20000 DAF-REFRIDG. TRUCK CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 30305 580644901 501 100000 DAF-CAP CAMPAIGN CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501 50000 DAF-CAP CAMPAIGN FERNBANK MUSEUM OF NATURAL HISTORY 767 CLIFTON ROAD NE ATLANTA GA 30307 586028607 501 6000 DAF-CAP CAMPAIGN MARIST SCHOOL 3790 ASHFORD DUNWOODY ROAD NE ATLANTA GA 30319 580566204 501 120000 DAF-CAP CAMPAIGN MERCY CARE SERVICES 5673 PEACHTREE DUNWOODY RD STE 650 ATLANTA GA 30342 581752700 501 16000 DAF-CAP CAMPAIGN ST JOSEPH'S MERCY FOUNDATION 5673 PEACHTREE DUNWOODY RD STE 650 ATLANTA GA 30342 581448522 501 7000 DAF-CAP CAMPAIGN UNIV OF GA FOUNDATION 394 SOUTH MILLEDGE AVENUE STE 100 ATHENS GA 30602 586033837 501 41000 DAF-CAP CAMPAIGN WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501 42000 DAF-CAP CAMPAIGN ZOO ATLANTA 800 CHEROKEE AVENUE SE ATLANTA GA 30315 581655184 501 20000 DAF-CAP CAMPAIGN 23 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT APPLICANTS NEED TO FILL OUT THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. GRANT COMMITTEE REVIEWS ALL THE GRANTS AND ALSO ENSURES IT MEETS THE REPORTING REQUIREMENT. ALL GRANTEES MUST SIGN GRANT AGREEMENTS WHICH SPECIFY THE PURPOSE OF THE GRANT AND MUST SUBMIT GRANT REPORTS DETAILING HOW THE GRANT WAS USED. ADDITIONAL INFORMATION SCHEDULE I, PAGE 4, PART IV GRANTS LISTED IN SCHEDULE I, PART II INCLUDE GRANTS FROM THE FOUNDATION'S DONOR ADVISED FUNDS AND DISTRIBUTIONS FROM ENDOWMENT FUNDS, IN ADDITION TO GRANTS PROVIDED BY THE FOUNDATION'S COMPETITIVE GRANTS PROGRAMS. NUMEROUS GRANTS OF 5,000 OR LESS ARE NOT REPORTED ON SCHEDULE I. GRANTS FROM 2,500 TO 5,000 ARE LISTED ON SCHEDULE O. ALL THE GRANTS LISTED ABOVE WITH A DAF DESIGNATION IN COLUMN (H) - PURPOSE OF GRANT OR ASSISTANACE ARE GRANTS THAT WERE MADE FROM DONOR ADVISED FUNDS MAINTAINED AT THE FOUNDATION. THESE LARGE GRANTS TOTALED 523,500 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER 5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. GRANTS FROM 2,500 TO 5,000 ARE LISTED ON SCHEDULE O. SCH I, PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: ARCHDIOCESE OF ATLANTA (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT COSTS IN HOSTING THE 2012 EUCHARISTIC CONGRESS. NAME OF ORGANIZATION OR GOVERNMENT: OUR LADY OF MERCY HIGH SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO ASSIST IN REPLACING THE CURRENT HVAC CONTROLLER SYSTEM WHICH IS OBSOLETE AND CAUSING BUDGETARY ISSUES AS WELL AS NEGATIVELY AFFECTING THE QUALITY OF THE LEARNING CENTER. NAME OF ORGANIZATION OR GOVERNMENT: SOPHIA ACADEMY (H) PURPOSE OF GRANT OR ASSISTANCE: TO PROVIDE FOR TRANSITIONING TO A CATHOLIC SCHOOL WITH A COORDINATOR AND TRAINED STAFF TO DELIVER CATHOLIC INSTRUCTION AND ORGANIZE MASS AND SPECIAL EVENTS, AS WELL AS OBTAIN SUPPLIES, FIXTURES AND STATUES. NAME OF ORGANIZATION OR GOVERNMENT: ST. JOSEPH CATHOLIC SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: TO PURCHASE ONE IPAD MOBILE LEARNING LAB WITH 30 IPADS SO THE SCHOOL CAN INTRODUCE NEW LEARNING METHODS TO STUDENTS USING TOUCH-PAD TECHNOLOGY. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE FOUNDATION IS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY THROUGH THE EFFECTIVE LONG-TERM FINANCIAL MANAGEMENT OF ENDOWMENT FUNDS AND THE ENCOURAGEMENT OF STEWARDSHIP. ONE OF THE PRIMARY WAYS IN WHICH WE ACCOMPLISH OUR MISSION IS BY RECEIVING AND HOLDING ENDOWMENT FUNDS. THE INCOME EARNED ON ENDOWMENT FUNDS IS USED TO PROVIDE GRANTS TO SUPPORT THE MINISTRIES OF THE CATHOLIC COMMUNITY. OUR TOTAL CONTRIBUTIONS OF 3,894,004 INCLUDED CONTRIBUTIONS OF 3,749,451 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTIONS TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE ON THE TAX RETURN, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. ENDOWMENT CONTRIBUTIONS INCLUDED CONTRIBUTIONS TO BENEFICIARY ENDOWMENT FUNDS OF 159,340. THESE CONTRIBUTIONS ARE ONLY FOR THE BENEFIT OF THE NON-PROFIT ORGANIZATIONS THAT CONTRIBUTED THE FUNDS. OUR TOTAL UNRESTRICTED CONTRIBUTIONS WERE 234,554 COMPARED TO OUR GRANTS (1,074,422) AND OPERATING EXPENSES(491,893) WHICH TOTALED 1,566,315. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D MISCELLANEOUS OTHER PROGRAM SERVICES. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 ARCHBISHOP WILTON GREGORY MONSIGNOR JOSEPH CORBETT DIRECTOR DIRECTOR CO-WORKERS ARCHDIOCESE OF ATL SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PAGE 6, PART VI, LINE 4 THE FOUNDATION REVISED ITS BY-LAWS TO BETTER DESCRIBE THE MISSION OF THE FOUNDATION, TO PROVIDE FOR THE ARCHBISHOP TO APPROVE A SLATE OF NOMINEES INSTEAD OF INDIVIDUALS, TO PREVENT A MAJORITY OF THE BOARD TO CONSIST OF PRIESTS OR EMPLOYEES OF THE ARCHDIOCESE, TO ALLOW FOR FORMER BOARD MEMBERS TO SERVE ON COMMITTEES OF THE BOARD AS LONG CURRENT BOARD MEMBERS FORM A MAJORITY OF THE COMMITTEE, TO CHANGE THE TERM OF THE CHAIR OF THE BOARD FROM ONE TO TWO YEARS, AND TO NOTE THAT ANY SPENDING FOR GRANTS BY THE BOARD INTO THE PRINCIPAL MUST BE PRUDENT IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. THE BOARD ALSO APPROVED A POLICY CHANGE TO THE MINIMUMS NEEDED TO ESTABLISH ENDOWMENTS AND FOR ENDOWMENTS TO BE ELIGIBLE FOR DISTRIBUTIONS. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE INCLUDES REPRESENTATIVES FROM THE BOARD OF DIRECTORS. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN PROVIDED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS FILED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. IF A PERSON HAS A CONFLICT, THIS CONFLICT MUST BE DISCLOSED AND THEY MAY NOT PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER THAT INVOLVES THIS CONFLICT. THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ONCE EVERY YEAR. ANY CHANGES IN THE POLICY WILL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PEOPLE. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B FOR OTHER OFFICERS OR KEY EMPLOYEES, THE EXECUTIVE DIRECTOR OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE EXECUTIVE DIRECTOR THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONAL INFORMATION FORM 990, PART VII COMPENSATION REPORTED FOR ARCHBISHOP WILTON D. GREGORY, MSGR. EDWARD DILLON, MSGR. JOSEPH CORBETT AND FR. PETER RAU IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. SUPPLEMENTAL INFORMATION FOR GRANTS GIVEN: GRANTS OF MORE THAN 5,000 ARE REPORTED ON SCHEDULE I. IN ADDITION TO THOSE LARGE GRANTS, WE HAVE GIVEN THE FOLLOWING GRANTS RANGING FROM 2,500 TO 5,000. FROM DONOR ADVISED FUNDS: 5,000 TO CHILDREN'S HEALTH CARE OF ATLANTA FOR GENERAL OPERATION 5,000 TO HOLY SPIRIT PREPARATORY SCHOOL FOR CAPITAL CAMPAIGN 3,000 TO MARIST SCHOOL ANNUAL FUND FOR GENERAL OPERATION 3,000 TO REACH FOR EXCELLENCE FOR GENERAL OPERATION FROM FOUNDATION GRANTS PROGRAM: 3,500 TO BLESSED TRINITY HIGH SCHOOL FOR GENERAL OPERATION 3,500 TO HOLY REDEEMER CATHOLIC SCHOOL FOR GENERAL OPERATION 3,500 TO HOLY SPIRIT PREPARATORY SCHOOL FOR GENERAL OPERATION 5,000 TO IMMACULATE HEART OF MARY SCHOOL FOR GENERAL OPERATION 3,500 TO NOTRE DAME ACADEMY FOR GENERAL OPERATION 3,500 TO OUR LADY OF MERCY HIGH SCHOOL FOR GENERAL OPERATION 3,500 TO OUR LADY OF THE ASSUMPTION FOR GENERAL OPERATION 3,500 TO OUR LADY OF VICTORY FOR GENERAL OPERATION 3,500 TO PINECREST ACADEMY FOR GENERAL OPERATION 3,500 TO QUEEN OF ANGELS FOR GENERAL OPERATION 3,500 TO SOLIDARITY SCHOOL FOR GENERAL OPERATION 3,500 TO ST. CATHERINE OF SIENA FOR GENERAL OPERATION 3,500 TO ST. JOHN NEUMANN FOR GENERAL OPERATION 3,500 TO ST. JOHN THE EVANGELIST FOR GENERAL OPERATION 3,500 TO ST. JOSEPH SCHOOL FOR GENERAL OPERATION 4,000 TO ST. JOSEPH SCHOOL FOR GENERAL OPERATION 3,500 TO ST. JUDE THE APOSTLE FOR GENERAL OPERATION 3,500 TO ST. PETER CLAVER REGIONAL FOR GENERAL OPERATION 3,500 TO ST. THOMAS MORE SCHOOL FOR GENERAL OPERATION 3,200 TO LIFESPAN RESOURCES TO EXPAND THE DAY CLUB SERVING FRAIL SENIORS 3,000 TO SENIOR SERVICES NORTH FULTON TO PROVIDE TRANSPORTATION 3,000 TO CARENET PREGNANCY RESOURCE CENTER TO AUGMENT THE SALARY 3,000 TO CHRIST OUR HOPE CATH CHURCH TO EXPAND THE SUMMER PROG FOR YOUTH 3,000 TO COMMUNITY ACTION CENTER TO SUPPORT EMERGENCY ASSISTANCE PROGRAM 3,000 TO EAGLE RANCH TO PURCHASE AUTOMATED EXTERNAL DEFIBRILLATOR 3,000 TO FAYETTE PREGNANCY RESOURCE CTR FOR EARN WHILE YOU LEARN PROGRAM 5,000 TO JERUSALEM HOUSE TO SUPPORT OPERATING COSTS OF THE HOUSING PROGRAM 5,000 TO ST. JOSEPH'S MERCY SENIOR CARE TO HELP PURCHASE A HANDICAPPED VAN 3,000 TO TRANSITION HOUSE TO MAKE UP BUDGETARY SHORTFALL 5,000 TO ADVICE & AID PREGNANCY PROBLEM CENTER TO REPLACE BAD ROOF 3,000 TO ATLANTA MISSION TO SUPPORT RUNNING THE EMERGENCY SHELTER 2,500 TO BUCKHEAD CHRISTIAN MINISTRY TO FUND TWO HOUSING PROGRAMS 5,000 TO CATHOLIC CHARITIES ATLANTA TO PURCHASE COMMUNICATION TECH 2,500 TO FRIENDS OF L'ARCHE ATLANTA TO HELP COMPLETE 3-YEAR LAUNCH 2,500 TO JOHN PAUL II TRAINING CENTER FOR GENERAL OPERATION 5,000 TO THE SULLIVAN CTR TO PROVIDE FINANCIAL ASSISTANCE-FAMILY IN NEED 4,350 TO P.A.T.H. TO INCREASE SERVICE TO HISPANIC WOMEN AND MEN 4,440 TO RENOVACION CONYUGAL TO SUPPORT "RENOVACION JUVENIL" PROGRAM 3,400 TO ST. LUKE THE EVANGELIST CHURCH TO SUPPORT A YOUTH PILGRAMAGE 5,000 TO ARCHDIOCESE OF ATL TO FUND SCHOLARSHIPS TO PASTORS TO ATTEND ICSC 5,000 TO ATLANTA CRISTO REY TO FUND A FEASIBILITY STUDY 2,500 TO GO F.I.S.H. OUTREACH TO HELP CATHOLIC UNDERGROUND EVENT 2,500 TO INTERFAITH AIRPORT CHAPLAINCY TO PURCHASE SECURITY SYSTEM AND ETC 5,000 TO MONASTERY OF THE HOLY SPIRIT TO SUPPORT RENEWAL CAMPAIGN 5,000 TO OUR LADY OF LOURDES CATHOLIC CHURCH FOR ILLUMINATING 100 YEAR 4,000 TO ST. PIUS X CATHOLIC HS TO PROVIDE RESOURCES AND DEVELOPMENT 5,000 TO TOTUS TUUS CATHOLIC RADIO TO PROVIDE PROGRAMMING COSTS --------------------------------------------------------------------------- --------------------------------------------------------------------------- OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 SEE SCHEDULE D PART XII THROUGH PART XIV FOR RECONCILIATION OF THE OTHER CHANGES IN NET ASSETS. ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501C3 1 N/A false false true true false false false false false false false false false false false true false false true ARCHDIOCESE OF ATLANTA C 3491119 CASH DONATION ARCHDIOCESE OF ATLANTA O 51348 EMPLOYEE BENEFIT PREMIUM CATHOLIC CHARITIES OF ATLANTA R 12443 BENEFICIARY ENDOWMENT GROUP EXEMPTION RELATIONSHIPS SCHEDULE R THE FOUNDATION IS INCLUDED IN A GROUP EXEMPTION WHICH INCLUDES CENTRAL AND SUBORDINATE ORGANIZATIONS OF THE GROUP EXEMPTION THAT ARE NOT REQUIRED TO BE REPORTED IN THIS SECTION ADDITIONAL INFORMATION SCHEDULE R SCHEDULE R PART V LINE 1B FOUNDATION MAKES GRANTS TO ARCHDIOCESE OF ATLANTA AND OTHER PARISHES SCHOOLS AND ENTITIES WHICH ARE UNDER THE GROUP EXEMPTION THE PURPOSES AND AMOUNTS OF THOSE GRANTS ARE DISCLOSED ON SCHEDULE I SCHEDULE R PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA DURING THE FISCAL YEAR 70076 WAS USED FOR PLANNED GIFT GIVING AND 3421043 WAS TO SET UP VARIOUS ENDOWMENT FUNDS SCHEDULE R PART V LINE 1O FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH RETIREMENT AND OTHER SIMILAR OPERATING EXPENSES