2012-03-21T12:50:55-05:00 2011-06-30 LANEY BOTELER & KILLINGER 100 ASHFORD CTR N STE 310 ATLANTA GA 303384862 990 2010-07-01 582008930 THE CATHOLIC FOUNDATION OF N GA INC CATH 4044979440 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 NANCY COVENY 4044979440 2001-03-05 true GARY H BOTELER 7703948000 2012-03-01 2010 2016-02-24 21:20:13Z NANCY COVENY 780 JOHNSON FERRY ROAD SUITE 750 ATLANTA GA 30342 50701749 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 2010 TOTAL CONTRIBUTIONS OF 2,578,987 INCLUDED CONTRIBUTIONS OF 1,811,649 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTION TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. OUR TOTAL 2010 UNRESTRICTED CONTRIBUTIONS WERE 767,338, COMPARED TO OUR GRANTS (419,104) AND OPERATING EXPENSES(509,940) WHICH TOTALED 929,044. 21 17 4 26 0 14093956 2578987 15463 20159 399861 2230381 0 14509280 4829527 583882 419104 0 299534 314645 0 96806 146262 195295 1029678 929044 13479602 3900483 28905193 35438670 5097612 6306905 23807581 29131765 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 2010 TOTAL CONTRIBUTIONS OF 2,578,987 INCLUDED CONTRIBUTIONS OF 1,811,649 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTION TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. OUR TOTAL 2010 UNRESTRICTED CONTRIBUTIONS WERE 767,338, COMPARED TO OUR GRANTS (419,104) AND OPERATING EXPENSES(509,940) WHICH TOTALED 929,044. false false 588092 419104 PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE. PUBLICIZED GRANT OPPORTUNITIES AND AWARDS, RESULTING IN MORE APPLICATIONS AND GRANTS TO MORE ORGANIZATIONS. 32672 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. 32671 20159 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. MISCELLANEOUS OTHER PROGRAM SERVICES. 653435 true true false false false true false false true true true false false false true false 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 3 0 true 4 true false false false false false false false false false false X 21 17 false false false 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 MSGR JOSEPH CORBETT 0.25 X 0 39257 51842 FR PETER RAU 0.25 X 0 37082 31543 MOST REV WILTON D GREGORY 0.25 X 0 36187 30686 MONSIGNOR EDWARD DILLON 0.25 X 0 33725 30110 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 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 MICHAEL W TRAPP 0.25 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 NANCY COVENY 40.00 X 111735 0 16991 DIANE DUQUETTE 40.00 X 80879 0 15507 192614 146251 176679 1 false false false 633336 1945651 2578987 FUND MANAGEMENT FEES 523920 20159 20159 20159 456618 456618 47645985 45872222 1773763 1773763 1773763 4829527 2250540 419104 419104 238372 143024 47674 47674 47382 28430 9476 9476 8795 5277 1759 1759 1233 739 247 247 18863 11317 3773 3773 18166 9083 9083 29571 29571 31621 31621 3670 3303 367 32718 6543 19631 6544 59494 35698 11898 11898 988 988 4230 2115 2115 6175 3088 3087 2742 2742 MISCELLANEOUS 3287 3287 FEES AND DUES 2300 1150 1150 SUBSCRIPTIONS 333 333 929044 653435 178803 96806 267406 172684 14000 1400 4869 29149 5847 21094 23302 20950521 35226567 7652172 9848 28905193 35438670 43350 65975 4960124 4868437 94138 1372493 5097612 6306905 X 3635502 4869250 2029016 5088333 18143063 19174182 23807581 29131765 28905193 35438670 X 3900483 1423701 X false true true X false X 2948 77129 533951 4351154 1325086 6290268 2948 77129 533951 4351154 1325086 6290268 49640 6240628 212442 194746 205109 158840 456618 1227755 7518023 35747 0.83010 0.82860 X DURING THE FISCAL YEAR ENDED 06/30/11, THE FOUNDATION RECEIVED TWO UNUSUAL GRANTS IN THE AMOUNTS OF 688,696 AND 565,205. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 615422 98250 2544967 true true false false false false true 23324828 2483767 3654081 419104 170725 174311 28698536 9384531 13927074 1001124 583882 230000 174019 23324828 12142762 376798 -2280534 220230 500000 134265 9384531 0.15530 0.84470 false false false 7804 1755 6049 14745 2772 11973 6600 1320 5280 23302 BENEFICIARY ENDOWMENTS 1324133 CHARITABLE GIFT ANNUITY PAYABLE 48360 1372493 4829527 929044 3900483 1423701 1423701 5324184 6343304 1423701 90076 1513777 4829527 4829527 1019120 90076 90076 929044 929044 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B DURING 2009, THE FOUNDATION BEGAN MANAGING 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 NONPROFIT ORGANIZATIONS IN ACCORDANCE WITH THE DONORS' INTENSIONS. true ARCHDIOCESE OF ATLANTA 2401 LAKE PARK DRIVE SE SMYRNA GA 30082 580677170 501 35000 CATHOLIC COME HOME CATHOLIC CHARITIES ATLANTA 680 W PEACHTREE ST NW ATLANTA GA 303081984 581097003 501 12500 FAMILY STABILIZATION SOPHIA ACADEMY 2880 DRESDEN DRIVE ATLANTA GA 30341 582448273 501 10000 NEW BUILDING CHRIST THE KING SCHOOL 46 PEACHTREE WAY NE ATLANTA GA 30305 582495851 501 6500 NEW WINDOWS IGNATIUS HOUSE 6700 RIVERSIDE DRIVE NW ATLANTA GA 30328 580862903 501 6000 IGNATIUS SPIRITUAL ST JOSEPH CATHOLIC SCHOOL 81 LACY STREET MARIETTA GA 30060 580665896 501 6000 SMART BOARD CATHEDRAL OF CHRIST THE KING 2699 PEACHTREE ROAD NE ATLANTA GA 303059776 580644901 501 10000 GENERAL OPERATION BASILICA OF SACRED HEART OF JESUS 353 PEACHTREE STREET NE ATLANTA GA 30308 580566233 501 50000 CAPITAL CAMPAIGN MERCY CARE 5673 PEACHTREE DUNWOODY RD STE 650 ATLANTA GA 30342 581448522 501 7000 GENERAL OPERATION WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501 5250 MUSEUM AND SYMPHONY 10 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. ADDITIONAL INFORMATION SCHEDULE I, PAGE 4, PART IV SCH I, PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: ARCHDIOCESE OF ATLANTA (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT THE CATHOLICS COME HOME CAMPAIGN NAME OF ORGANIZATION OR GOVERNMENT: CATHOLIC CHARITIES OF ATLANTA (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT THE FAMILY STABILIZATION PROGRAM NAME OF ORGANIZATION OR GOVERNMENT: SOPHIA ACADEMY (H) PURPOSE OF GRANT OR ASSISTANCE: ASSIST WITH NEW BUILDING NAME OF ORGANIZATION OR GOVERNMENT: CHRIST THE KING SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: PURCHASE NEW WINDOWS FOR THE BUILDING ON THE SCHOOL CAMPUS NAME OF ORGANIZATION OR GOVERNMENT: IGNATIUS HOUSE (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT THE IGNATIUS SPIRITUALITY PROJECT NAME OF ORGANIZATION OR GOVERNMENT: ST. JOSEPH CATHOLIC SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: PURCHASE INTERACTIVE SMART BOARDS 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 2010 TOTAL CONTRIBUTIONS OF 2,578,987 INCLUDED CONTRIBUTIONS OF 1,811,649 FOR ENDOWMENT FUNDS. ALTHOUGH THE CONTRIBUTION TO ENDOWMENT FUNDS WE RECEIVED ARE REPORTED AS REVENUE, THE ENDOWMENT PRINCIPAL IS RESTRICTED AND CANNOT BE USED FOR GRANTS OR OPERATING EXPENSES. OUR TOTAL 2010 UNRESTRICTED CONTRIBUTIONS WERE 767,338, COMPARED TO OUR GRANTS (419,104) AND OPERATING EXPENSES(509,940) WHICH TOTALED 929,044. ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D MISCELLANEOUS OTHER PROGRAM SERVICES. 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 WILTION D. GREGORY, MSGR. EDWARD DILLION, MSGR. JOE CORBETT AND FR. PETER RAU IS PAID BY THE ARCHDIOCESE OF ATLANTA, WHICH IS A RELATED ORGANIZATION. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 OTHER INCREASE IN NET ASSETS OF 1,423,701 IS THE TOTAL UNREALIZED GAIN ON ALL INVESTMENTS FOR FISCAL YEAR ENDED 06/30/11. 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 false ARCHDIOCESE OF ATLANTA C 633336 ARCHDIOCESE OF ATLANTA O 60196 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 WERE DISCLOSED ON SCHEDULE I SCHEDULE R PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM ARCHDIOCESE OF ATLANTA DURING THE FISCAL YEAR 125025 WAS USED FOR PLANNED GIFT GIVING AND 508311 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