CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO (EIN 84-1481641)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201213149349302241
- Schema version
- 2011v1.3
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T17:06:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841481641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Catholic Foundation No Colorado | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % THE ORGANIZATION | InCareOfName |
| Name Control | CATH | NameControl |
| Phone | 3034689885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 EAST FLORIDA AVE | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD J LABER | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rita F Worster CPA | Name |
| Phone | 7194714290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GERALD J LABER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 30611898 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THECATHOLICFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | THE CATHOLIC FDN, AN INDEPENDENT COMMUNITY FDN, INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR & STRENGTHENS OUR PARISHES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 370682 | TotalGrossUBI |
| Contributions Grants Prior Year | 1916257 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6002246 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1403320 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3462018 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3319577 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9464264 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5145849 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5984191 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 700517 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 673775 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 407500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 715862 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 964387 | OtherExpensePriorYear |
| Other Expenses Current Year | 1223492 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6810753 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8288958 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3491176 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1175306 | RevenuesLessExpensesCY |
| Total Assets BOY | 99895371 | TotalAssetsBOY |
| Total Assets EOY | 97820106 | TotalAssetsEOY |
| Total Liabilities BOY | 22583897 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22721613 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 77311474 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75098493 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1073226 | Expense |
| Grants | 1033316 | Grants |
| Description | THE CATHOLIC FOUNDATION PREPARES PRIESTS THROUGH GRANTS, SUPPORTING THE OPERATIONS AND NEEDS OF ST. JOHN VIANNEY THEOLOGICAL SEMINARY AND REDEMPTORIS MATER MISSIONARY SEMINARIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1327198 | Expense |
| Grants | 1277843 | Grants |
| Description | COMMITTED TO TEACHING OUR CHILDREN, THE CATHOLIC FOUNDATION AWARDS GRANTS TO CATHOLIC SCHOOLS ACROSS NORTHERN COLORADO TO BENEFIT SCHOLARSHIP PROGRAMS, PROVIDE INTERPARISH TUITION ASSISTANCE, AND ENABLE THE SCHOOLS TO PROVIDE A JUST WAGE TO THEIR TEACHERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2115508 | Expense |
| Grants | 2036838 | Grants |
| Description | THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1699389 | Expense |
| Grants | 1636194 | Grants |
| Description | SEE DETAIL ON ATTACHMENT 1 SCH O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1699389 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1636194 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 6215321 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE ORGANIZATION | NamePerson |
| Telephone Number | 3034689885 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SUZAN BOYD | ||||||
| DIRECTOR | 1.0 | X | ||||
| ARCHBISHOP CHARLES J CHAPUT OFM | ||||||
| DIRECTOR | 1.0 | X | ||||
| BISHOP JAMES CONLEY STL | ||||||
| DIRECTOR | 1.0 | X | ||||
| REV MSGR THOMAS S FRYAR VG | ||||||
| DIRECTOR | 1.0 | X | ||||
| THOMAS D HUELE | ||||||
| CHAIR | 2.0 | X | X | |||
| LOU JAHDE | ||||||
| DIRECTOR | 1.0 | X | ||||
| KEVIN KOPP | ||||||
| DIRECTOR | 1.0 | X | ||||
| SONNY LUBICK | ||||||
| DIRECTOR | 1.0 | X | ||||
| TERRY POLAKOVIC | ||||||
| DIRECTOR | 1.0 | X | ||||
| KEN SCHULTZ | ||||||
| DIRECTOR | 1.0 | X | ||||
| MATTHEW J TYNAN | ||||||
| SECRETARY | 2.0 | X | X | |||
| JOE TALARICO | ||||||
| DIRECTOR | 1.0 | X | ||||
| WILLIAM WAGNER | ||||||
| DIRECTOR | 1.0 | X | ||||
| PAUL ZAKOVICH | ||||||
| DIRECTOR | 1.0 | X | ||||
| FRAN COMBS | ||||||
| DIRECTOR | 1.0 | X | ||||
| MARK SALVATO | ||||||
| DIRECTOR | 1.0 | X | ||||
| MARGUERITE HUNTER | ||||||
| DIRECTOR | 1.0 | X | ||||
| SUZAN LAVELLE | ||||||
| DIRECTOR | 1.0 | X | ||||
| TONY CHURCH | ||||||
| DIRECTOR | 1.0 | X | ||||
| MICHAEL JANSEN | ||||||
| DIRECTOR | 1.0 | X | ||||
| JAMES KONTNY | ||||||
| DIRECTOR | 1.0 | X | ||||
| WILLIAM LEER | ||||||
| DIRECTOR | 1.0 | X | ||||
| EDWARD ROUTZON | ||||||
| DIRECTOR | 1.0 | X | ||||
| ROBERT ZARLENGO | ||||||
| DIRECTOR | 1.0 | X | ||||
| STEVE MARKEL | ||||||
| DIRECTOR | 1.0 | X | ||||
| MICHAELANN MARTIN | ||||||
| DIRECTOR | 1.0 | X | ||||
| GERALD LABER | ||||||
| PRESIDENT - EX OFFICIO | 40.0 | X | 135720 | 0 | 21747 | |
| MARY MORRONI | ||||||
| SENIOR VICE PRESIDENT | 40.0 | X | 124031 | 0 | 11933 | |
| DAVE FANTZ | ||||||
| FINANCE DIRECTOR | 40.0 | X | 80074 | 0 | 47658 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 339825 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81338 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COMMUNITY COUNSELING SVC CO LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27462 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FUNDRAISING | DescriptionOfServices |
| Compensation | 407500 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 6002246 | AllOtherContributions |
| Noncash Contributions | 370399 | NoncashContributions |
| Total Contributions | 6002246 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 474541 | TotalRevenueColumn |
| Unrelated Business Revenue | 48683 | UnrelatedBusinessRevenue |
| Exclusion | $425,858 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24135111 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21147634 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2987477 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2987477 | TotalRevenueColumn |
| Unrelated Business Revenue | 321999 | UnrelatedBusinessRevenue |
| Exclusion | $2,665,478 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9464264 | TotalRevenueColumn |
| Unrelated Business Revenue | 370682 | UnrelatedBusinessRevenue |
| Exclusion | $3,091,336 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5882941 | Total |
| Program Services | 5882941 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101250 | Total |
| Program Services | 101250 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421163 | Total |
| Management And General | 421163 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183744 | Total |
| Management And General | 183744 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8194 | Total |
| Management And General | 8194 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23151 | Total |
| Management And General | 23151 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37523 | Total |
| Management And General | 37523 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34174 | Total |
| Management And General | 983 | ManagementAndGeneral |
| Fundraising | 33191 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43500 | Total |
| Management And General | 43500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407500 | Total |
| Fundraising | 407500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255996 | Total |
| Management And General | 255996 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30720 | Total |
| Management And General | 24420 | ManagementAndGeneral |
| Fundraising | 6300 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98200 | Total |
| Fundraising | 98200 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47318 | Total |
| Management And General | 21932 | ManagementAndGeneral |
| Fundraising | 25386 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31343 | Total |
| Management And General | 19521 | ManagementAndGeneral |
| Fundraising | 11822 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31547 | Total |
| Management And General | 31547 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113356 | Total |
| Fundraising | 113356 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15672 | Total |
| Management And General | 525 | ManagementAndGeneral |
| Fundraising | 15147 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473862 | Total |
| Program Services | 231130 | ProgramServices |
| Management And General | 242732 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16765 | Total |
| Management And General | 16765 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8543 | Total |
| Management And General | 8543 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| GIFTS | 4673 | 4673 | |
| MISCELLANEOUS | 13053 | 12863 | 190 |
| DEVELOPMENT MARKETING | 4770 | 4770 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8288958 | Total |
| Program Services | 6215321 | ProgramServices |
| Management And General | 1357775 | ManagementAndGeneral |
| Fundraising | 715862 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3056917 | BOY |
| EOY | 7046741 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10631169 | BOY |
| EOY | 12946713 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15136 | BOY |
| EOY | 15020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 123358 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 95490 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30637 | BOY |
| EOY | 27868 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18017035 | BOY |
| EOY | 17452122 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68144477 | BOY |
| EOY | 60221642 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 110000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99895371 | BOY |
| EOY | 97820106 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184286 | BOY |
| EOY | 156382 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014159 | BOY |
| EOY | 945661 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10016667 | BOY |
| EOY | 9508334 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11368785 | BOY |
| EOY | 12111236 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22583897 | BOY |
| EOY | 22721613 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52147236 | BOY |
| EOY | 48040601 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24928980 | BOY |
| EOY | 26822634 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235258 | BOY |
| EOY | 235258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77311474 | BOY |
| EOY | 75098493 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99895371 | BOY |
| EOY | 97820106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1175306 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3388287 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1296647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7164455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2275075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1916257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6002246 | CurrentTaxYear |
| Total | 18654680 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1296647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7164455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2275075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1916257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6002246 | CurrentTaxYear |
| Total | 18654680 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6314855 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12339825 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 609836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 703224 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 642801 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 504957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 474541 | CurrentTaxYear |
| Total | 2935359 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21590039 | TotalSupport |
| Public Support Pertcentage170 | 0.57155 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.40346 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 30 | NumberDAFsHeld |
| Donor Advised Contributions | 1677490 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 3578674 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 32806393 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27672185 | BeginningOfYearBalance |
| Contributions | 4122619 | Contributions |
| Investment Earnings Or Losses | -147522 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2083619 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 29563663 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24598458 | BeginningOfYearBalance |
| Contributions | 2074601 | Contributions |
| Investment Earnings Or Losses | 2833992 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1834866 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 27672185 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23805438 | BeginningOfYearBalance |
| Contributions | 1465577 | Contributions |
| Investment Earnings Or Losses | 4579284 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5232883 | GrantsOrScholarships |
| Other Expenditures | 18958 | OtherExpenditures |
| End Of Year Balance | 24598458 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25949769 | BeginningOfYearBalance |
| Contributions | 7546732 | Contributions |
| Investment Earnings Or Losses | -7134851 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2556212 | GrantsOrScholarships |
| End Of Year Balance | 23805438 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08476 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00796 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.90728 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 123358 | OtherCostOrOtherBasis |
| Depreciation | 95490 | Depreciation |
| Book Value | 27868 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27868 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ABSOLUTE RETURN | 21687836 | F |
| HEDGED EQUITY | 12710055 | F |
| AND OTHER | 27950 | F |
| INTERNATIONAL EQUITIES | 8573148 | F |
| DOMESTIC EQUITIES | 17222653 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 60221642 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INVESTMENTS HELD IN TRUST | $9,417,373 |
| INVESTMENTS HELD AS AGENCY END | $2,693,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12111236 | TotalOfAmounts |
| Total Revenue | 9464264 | TotalRevenue |
| Total Expenses | 8288958 | TotalExpenses |
| Excess Or Deficit For Year | 1175306 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3388287 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3388287 | TotalAdjustments |
| Excess Or Deficit Per FS | -2212981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5819981 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3388287 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -3388287 | RevenueNotRptdF990 |
| Revenue Subtotal | 9208268 | RevenueSubtotal |
| Investment Expenses Not Included | 255996 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 255996 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9464264 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8032962 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 8032962 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 255996 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 255996 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8288958 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | 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. |
| ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS | 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 | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South America | 0 | 0 | Grantmaking | N/A | 41000 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | n/a | 50000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | N/A | 5250 |
| South Asia | 0 | 0 | Grantmaking | N/A | 5000 |
| Central America and the Caribbean | 0 | 0 | Program Services | passive investments | 34950181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 35051431 | SubtotalAmountSpent |
| Total Amount Spent | 35051431 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|
| Cent. America/Caribbean | 41000 | CHECK | |
| Sub-Saharan Africa | 50000 | Wire | CARING COMMUNITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring the use of grant funds outside the US | 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. |
| Purpose of Grant | Sch. F, Part II, Col. D | Purpose of Grant: Funding for social services for the poor in India, for the construction of a school in nigeria, for the formation of seminarians studying in peru, and specific charitable aid projects of the Holy Father. |
| DETAIL OF FOREIGN INVESTMENTS | SCHEDULE F, PART I, LINE 3, COLUMN F | FAIR MARKET VALUE OF INVESTMENTS 34,397,891 INVESTMENT MANAGEMENT FEES 552,290 TOTAL 34,950,181 |
| Grants to US organization for foreign activity | Parts I and II | Some grants are carried through other U.S. organizations for foreign activities and are reported on Schedule F, Part I, line 3, Schedule F, Part II, line 1, as well as on schedule I, part II, line 1. The grants are included on line 3 of Part IX, Statement of Functional Expenses. The total amount of grants is 50,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Community Counseling SVC CO LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 27462 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN MGMT. | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 2898423 | GrossReceipts |
| Amount Retained By Contractor | 407500 | AmountRetainedByContractor |
| Net To Organization | 2490923 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2898423 | TotalGrossReceipts |
| Total Retained By Contractors | 407500 | TotalRetainedByContractors |
| Total Net To Organization | 2490923 | TotalNetToOrganization |
| Licensed States | CO | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (63 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Annunciation Catholic School | |||||||
| 3536 Lafayette Street | Denver | CO | 80205 | 840522064 | 501(C)(3) | 145500 | Teaching children |
| Archdiocese of Denver | |||||||
| 1300 South Steele St | Denver | CO | 80210 | 840499858 | 501(C)(3) | 689622 | Strengthen parishes |
| Arrupe Jesuit High School | |||||||
| 4343 Utica st | Denver | CO | 80212 | 020628872 | 501(C)(3) | 19733 | Teaching children |
| Assumption School | |||||||
| 2341 E 78th Ave | Denver | CO | 80229 | 840449275 | 501(C)(3) | 50000 | Teaching children |
| Augustine Institute | |||||||
| 3001 S Federal Boulevard | Denver | CO | 80236 | 202349108 | 501(C)(3) | 1158580 | Spreading the gospel |
| Bishop Machebeuf HS | |||||||
| 458 N Uinta way | Denver | CO | 80230 | 841490220 | 501(C)(3) | 169895 | Teaching children |
| Blessed Sacrament | |||||||
| 1973 Elm St | Denver | CO | 80220 | 840402673 | 501(C)(3) | 40000 | Teaching children |
| Catholic Charities | |||||||
| 4045 Pecos Street | Denver | CO | 80211 | 840686679 | 501(C)(3) | 413920 | Caring Community |
| Catholic Leadership Institute | |||||||
| 440 East Swedesford Road | Wayne | PA | 19087 | 232661414 | 501(C)(3) | 50000 | Spreading the gospel |
| Catholic News Agency | |||||||
| 1060 St Francis Way | Denver | CO | 80204 | 200196438 | 501(C)(3) | 40000 | Spreading the gospel |
| Christian Life Movement | |||||||
| 1060 St Francis Way | Denver | CO | 80204 | 841487058 | 501(C)(3) | 82500 | Spreading the gospel |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 20201 | 135563422 | 501(C)(3) | 50000 | Caring Community |
| CENTRO SAN JUAN DIEGO | |||||||
| 2830 LAWRENCE ST | DENVER | CO | 80205 | 840499858 | 501(C)(3) | 14000 | CARING COMMUNITY |
| Cross International | |||||||
| 370 W Camino Gardens | Boca Raton | FL | 33432 | 651156061 | 501(C)(3) | 7500 | Caring Community |
| ENDOW | |||||||
| 1300 South Steele St | Denver | CO | 80210 | 840567786 | 501(C)(3) | 28500 | Spreading the gospel |
| Escuela de Guadalupe | |||||||
| 3401 Pecos Street | Denver | CO | 80211 | 311652842 | 501(C)(3) | 20000 | Teaching children |
| Families of Character | |||||||
| 5241 S Race St | Littleton | CO | 80121 | 271083135 | 501(C)(3) | 6000 | CARING COMMUNITY |
| FOCUS | |||||||
| 11990 Grant Street | Denver | CO | 80233 | 841522811 | 501(C)(3) | 218200 | Spreading the gospel |
| Franciscan University | |||||||
| 1235 University Blvd | Steubenville | OH | 43952 | 340714818 | 501(C)(3) | 25000 | Spreading the gospel |
| Guardian Angels School | |||||||
| 1843 W 52nd Ave | Denver | CO | 80221 | 840518957 | 501(C)(3) | 85000 | Teaching children |
| Holy Family High School | |||||||
| 5195 West 144th aVe | Broomfield | CO | 80020 | 841490222 | 501(C)(3) | 9733 | Teaching children |
| JK Mullen High School | |||||||
| 3601 South Lowell blvd | Denver | CO | 80236 | 846005720 | 501(C)(3) | 10233 | Teaching children |
| Lighthouse | |||||||
| 4240 E Plum Court | Littleton | CO | 80121 | 352381151 | 501(C)(3) | 26800 | CARING COMMUNITY |
| Loras College | |||||||
| 1450 Alta Vista St | Dubuque | IA | 52001 | 420680412 | 501(C)(3) | 70000 | CARING COMMUNITY |
| Nat'l Catholic Bioethics Ctr | |||||||
| 6399 Drexel Road | Philadelphia | PA | 19151 | 042871526 | 501(C)(3) | 50000 | CARING COMMUNITY |
| Office of Catholic Schools | |||||||
| 1300 S Steele Street | Denver | CO | 80210 | 840499858 | 501(C)(3) | 15000 | Teaching children |
| Papal Foundation | |||||||
| 150 Monument Road | Bala Cynwdpa | PA | 19004 | 232511991 | 501(C)(3) | 16869 | Caring Community |
| Presentation of Our Lady | |||||||
| 660 Julian St | Denver | CO | 80204 | 840404270 | 501(C)(3) | 8850 | Strengthen parishes |
| PROJECT CURE | |||||||
| 10377 E GEDDES AVe | ENGLEWOOD | CO | 80112 | 841568566 | 501(C)(3) | 17500 | Caring Community |
| Regis Jesuit High School | |||||||
| 6400 S Lewiston Way | Aurora | CO | 80016 | 840791593 | 501(C)(3) | 169733 | Teaching children |
| Regis Jesuit HS - Girls | |||||||
| 6300 S Lewiston Way | Aurora | CO | 80016 | 742918866 | 501(C)(3) | 9733 | Teaching children |
| SAINT CATHERINE OF SIENA | |||||||
| 4200 FEDERAL BLVD | Denver | CO | 80211 | 840438235 | 501(C)(3) | 5400 | TEACHING CHILDREN |
| Saint Bernadette School | |||||||
| 1100 Upham St | Lakewood | CO | 80215 | 840431890 | 501(C)(3) | 40000 | Teaching children |
| Saint Claire of Assisi School | |||||||
| 31622 Hwy 6 | Edwards | CO | 81632 | 841237387 | 501(C)(3) | 23797 | Teaching children |
| Saint Francis de Sales | |||||||
| 235 S Sherman St | Denver | CO | 80209 | 840404268 | 501(C)(3) | 91000 | Teaching children |
| ST JOHN VIANNEY SEMINARY | |||||||
| 1300 SOUTH STEELE ST | Denver | CO | 80210 | 841495066 | 501(C)(3) | 988001 | preparing priests |
| Saint Louis Catholic Church | |||||||
| 3310 South Sherman St | Englewood | CO | 80113 | 840406817 | 501(C)(3) | 85000 | Teaching children |
| Saint Mary's Littleton | |||||||
| 6853 S Prince St | Littleton | CO | 80120 | 840436373 | 501(C)(3) | 10000 | Strengthen parishes |
| Saint Rose of Lima | |||||||
| 1345 W Dakota Ave | Denver | CO | 80223 | 840465591 | 501(C)(3) | 15000 | Teaching children |
| Saint Stephen Catholic | |||||||
| 414 S Hyland Park Dr | Glenwd Spgs | CO | 81601 | 840539250 | 501(C)(3) | 40000 | Teaching children |
| Saint Therese School Aur | |||||||
| 1200 Kenton St | Aurora | CO | 80010 | 840539250 | 501(C)(3) | 80000 | Teaching children |
| Saint Thomas Aquinas | |||||||
| 904 14th Street | Boulder | CO | 80302 | 840430715 | 501(C)(3) | 99500 | Spreading the gospel |
| Seeds of Hope | |||||||
| 1300 S Steele St | Denver | CO | 80210 | 841437053 | 501(C)(3) | 26000 | CARING COMMUNITY |
| The Alpha Center | |||||||
| 1212 S College Ave | Ft Collins | CO | 80524 | 742481573 | 501(C)(3) | 7500 | CARING COMMUNITY |
| Wyoming Catholic College | |||||||
| 163 Leedy Drive | Lander | WY | 82520 | 830434307 | 501(C)(3) | 105000 | Spreading the gospel |
| CAPUCHIN FRANCISCAN FRIARS | |||||||
| 3613 WYANDOT | DENVER | CO | 80211 | 530196617 | 501(C)(3) | 10000 | SPREADING THE GOSPEL |
| CATHEDRAL OF THE IMMACULATE | |||||||
| 1530 LOGAN ST | DENVER | CO | 80203 | 840421938 | 501(C)(3) | 47339 | SPREADING THE GOSPEL |
| SAINT LOUIS CATHOLIC SCHOOL | |||||||
| 3301 S SHERMAN ST | ENGLEWOOD | CO | 80110 | 840406817 | 501(C)(3) | 40000 | TEACHing CHILDREN |
| SAINT PIUS X SCHOOL | |||||||
| 13680 EAST 14TH PLACE | AURORA | CO | 80011 | 840457083 | 501(C)(3) | 19000 | TEACHING CHILDREN |
| SAINT THOMAS MORE | |||||||
| 7071 EAST OTERO AVENUE | CENTENNIAL | CO | 80112 | 840642458 | 501(C)(3) | 28750 | TEACHING CHILDREN |
| ST VINCENT DE PAUL CHURCH | |||||||
| 2375 E ARIZONA AVENUE | DENVER | CO | 80210 | 840439603 | 501(C)(3) | 15000 | STRENGTHEN PARISHES |
| CAMP ST MALO RETREAT | |||||||
| 10758 HIGHWAY 7 | ALLENSPARK | CO | 80510 | 841490221 | 501(C)(3) | 82463 | SPREADING THE GOSPEL |
| UNIV OF DENVER ATHLETICS | |||||||
| 2201 EAST ASBURY AVE | DENVER | CO | 80208 | 840404231 | 501(C)(3) | 10000 | TEACHING CHILDREN |
| CATHOLIC ASSOC OF LATINO | |||||||
| 2718 W WOODLAWN AVE | SAN ANTONIO | TX | 78228 | 261135065 | 501(C)(3) | 25000 | SPREADING THE GOSPEL |
| BOYS HOPE GIRLS HOPE | |||||||
| 7060 E HAMPDEN AVE 203 | DENVER | CO | 80224 | 510182614 | 501(C)(3) | 10000 | TEACHING CHILDREN |
| SAINT JAMES CATHOLIC SCHOOL | |||||||
| 1250 NEWPORT STREET | DENVER | CO | 80220 | 840402708 | 501(C)(3) | 55000 | TEACHING CHILDREN |
| CO VINCENTIAN VOLUNTEERS | |||||||
| 1732 PEARL STREET | DENVER | CO | 80203 | 841286894 | 501(C)(3) | 28000 | CARING COMMUNITY |
| ALTERNATIVES PREGNANCY CTR | |||||||
| 1440 BLAKE ST SUITE 200 | DENVER | CO | 80202 | 742218129 | 501(C)(3) | 15200 | CARING COMMUNITY |
| SAFE 2 TELL INC | |||||||
| PO BOX 49296 | COLORADO SPRINGS | CO | 80949 | 208987664 | 501(C)(3) | 10000 | CARING COMMUNITY |
| BENEDICTINE COLLEGE | |||||||
| 1020 2ND STREET | ATCHISON | KS | 66002 | 480777079 | 501(C)(3) | 25000 | SPREADING THE GOSPEL |
| MISSIONARIES OF THE POOR | |||||||
| PO BOX 29893 | ATLANTA | GA | 30359 | 204553442 | 501(C)(3) | 50000 | CARING COMMUNITY |
| LALMBA | |||||||
| 7685 QUARTZ STREET | ARVADA | CO | 80007 | 466057338 | 501(C)(3) | 21600 | CARING COMMUNITY |
| Handmaids of the Holy Child Jesus | |||||||
| PO Box 740099 | Houston | TX | 77274 | 411737743 | 501(c)(3) | 50000 | Caring Community |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 62 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for Monitoring the use of grant funds to U.S. | Identifier |
| Return Reference | Sch. I, Part I, Question 2 | ReturnReference |
| 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. Reports on the expenditure of grant funds in compliance with the terms and conditions of the grant award are due 45-days after the end of the grant period and are generally required. Grant report reminders and past-due notices are sent to recipients. The Foundation may withhold as appropriate new grant authorizations to organizations until any outstanding reports from prior grants are received. Upon receipt of the grant report, the Grant Administrator reviews the report for compliance with the grant terms and conditions and then closes the file accordingly. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GERALD LABER | NamePerson |
| Base Compensation Filing Org | 135720 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8148 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13599 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157467 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J Part I, Question 8 | Initial Contract Exception | Gerald Laber's 2011 compensation is covered by his initial contract of December 2007. Please see Schedule O for Part VI, Question 15a for more information. |
| Schedule J, Part I, Question 1a | Health or Social Club Dues | The Organization has a membership to a country club which is used for business purposes and the President has some personal use. The personal use of the membership is paid by the president. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 260399 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 110000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-CASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEUDLE M, LINE 9, COLUMN B | ReturnReference |
| Explanation | THE NUMBER INDICATED IN COLUMN B IS THE TOTAL NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF OTHER PROGRAM SERVICES | 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 $877,029 INCLUDING GRANTS OF $844,415. THE FOUNDATION STRENGTHENS PARISHES THROUGHOUT NORTHERN COLORADO, THROUGH GRANTS PROVIDING OPERATING SUPPORT AND MEETING EMERGENCY CAPITAL NEEDS, AS WELL AS THE ESTABLISHMENT OF PARISH FUNDS TO FACILITATE THEIR PLANNED GIVING EFFORTS. EXPENSES OF $770,211 INCLUDING GRANTS OF $741,569. |
| PROCESS TO REVIEW THE FORM 990 | 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 initially reviewed by management at the Foundation and then by the audit committee. The return is then circulated via email to the Board of Trustees. |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | 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 to the Vice President. The Vice President tracks response and reviews the disclosures. |
| REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION | FORM 990, PART VI, QUESTION 15A | Pursuant to I.R.C. 4958, compensation is independently determined by disinterested board members (i.e. the chair of the board in consultation with other trustees). In making this determination, the chair relies on appropriate comparability data and then documents the decision. In December of 2007, the Board hired Gerald Laber as President of the Foundation. Mr. Laber's initial contract was negotiated and agreed to by the Executive Committee at that time. There have not been any material changes to this initial contract. As such, Mr. Laber's contract continues to fall within the initial contract exception to I.R.C. 4958. |
| REVIEW OF OTHER OFFICER OR KEY EMPLOYEES COMPENSATION | FORM 990, PART VI, QUESTION 15B | The compensation of other officers and key employees is determined by the President with the approval of the board chair. In making this determination, the President relies on appropriate comparability data and documents the decision. |
| GOVERNING DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, QUESTION 19 | The Foundation's governing documents, conflict of interest policy and financial statements are available upon request. Additionally, the Foundation's Articles of Incorporation are available on the website of the Colorado Secretary of State and the Foundation's financial statements are available on the Foundation's website. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN $(3,388,287) |
| WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY | FORM 990, PART VI, QUESTION 14 | The organization has a written policy covering document destruction. The procedures in place for document retention are not in a written policy. |
| CHANGES TO ORGANIZATIONAL DOCUMENTS SINCE PRIOR 990 | FORM 990, PART VI, QUESTION 4 | THE BYLAWS HAVE BEEN AMENDED TO CHANGE THE TERM FOR THE CHAIR OF THE BOARD TO BE COMPATIBLE WITH THE OFFICE HELD. IN ADDITION, THE BYLAWS HAVE ALSO BEEN AMENDED TO READ UPON COMPLETION OF TWO TERMS AND FOLLOWING A TWO-YEAR ABSENCE FROM THE BOARD, A TRUSTEE SHALL BE ELIGIBLE FOR UP TO TWO ADDITIONAL THREE-YEAR TERMS. |
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