2023-11-15T13:52:23-06:00 2022-12-31 351346211 HARDING SHYMANSKI & CO PSC PO BOX 3677 EVANSVILLE IN 47735 990 2022-01-01 351859487 THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANAINC CATH 8124245536 4200 N KENTUCKY AVE EVANSVILLE IN 47711 S TODD BROCK EXECUTIVE DIRECTOR 8124245536 2023-11-15 1 S TODD BROCK 999009999 0 LACY BENDER P01286730 8124649161 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z S TODD BROCK 4200 N KENTUCKY AVE EVANSVILLE IN 47711 780263 0 0928 X HTTPS://CATHOLICINDIANA.ORG/ X 1988 IN HELPING INDIVIDUALS CREATE LEGACIES TO SERVE GOD THROUGH CATHOLIC CAUSES. 14 13 0 10 0 0 783 542 0 0 480370 40457 734519 739264 1215672 780263 0 0 0 0 278280 244107 0 0 0 127220 89134 405500 333241 810172 447022 104978913 93265014 101685212 89999269 3293701 3265745 THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANA HELPS INDIVIDUALS AND PARISHES BY PROMOTING STEWARDSHIP, PROVIDING INFORMATION ON PLANNED GIVING, ESTABLISHING ENDOWMENT VEHICLES AND MANAGING FOUNDATION ASSETS. 0 0 193332 THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANA INC. IS A NOT FOR PROFIT CHARITABLE ORGANIZATION THAT RECEIVES AND MANAGES ASSETS TO PROVIDE PERPETUAL FUNDING FOR: PARISH SUPPORT, CATHOLIC EDUCATION, SOCIAL JUSTICE INITIATIVES, AND VOCATIONS, WITHIN THE DIOCESE OF EVANSVILLE. THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANA INC. OFFERS CATHOLICS THE OPPORTUNITY TO LEAVE THEIR LEGACY UNIQUELY ALIGNED WITH THEIR CATHOLIC VALUES AND BELIEFS. 193332 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X X HARDING SHYMANSKI & COMPANY PSC 8124649161 21 SE 3RD ST EVANSVILLE IN 47708 X BISHOP JOSEPH SIEGEL BISHOP OF THE DIOCESE OF E 1.00 X X 0 0 0 BRENT STERNBERG PAST CHAIR 1.00 X 0 0 0 M BETH BURGER SECRETARY 2.00 X X 0 0 0 TRICIA HOLLANDER CHAIRMAN 2.00 X X 0 0 0 MONICA EDWARDS VICE CHAIR 3.00 X X 0 0 0 DON VILLWOCK BOARD MEMBER 0.50 X 0 0 0 JOHN BROWNING BOARD MEMBER 0.50 X 0 0 0 TONYA BORDERS BOARD MEMBER 0.50 X 0 0 0 RITA EYKAMP BOARD MEMBER 0.50 X 0 0 0 BRANT KENEDY BOARD MEMBER 0.50 X 0 0 0 ALISON MONTEE BOARD MEMBER 0.50 X 0 0 0 LAURA MCKENZIE BOARD MEMBER 0.50 X 0 0 0 SCOTT EVERNHAM TREASURER 0.50 X X 0 0 0 DENNY QUINN BOARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 542 542 40457 40457 FUND ASSESSMENT FEES 523000 730501 730501 CGA ASSESSMENT FEES 523000 8763 8763 739264 780263 0 0 779721 186717 104562 82155 10084 5647 4437 34034 19059 14975 13272 7432 5840 26100 26100 37937 37937 6895 6895 10714 5789 4925 3665 3665 650 650 5 5 WEBSITE 1233 1233 BANK FEES 937 937 DUES & SUBSCRIPTIONS 535 535 OTHER EXPENSES 326 326 137 137 333241 193332 139909 0 253247 245965 12385 17063 104713281 93001986 104978913 93265014 37027 24656 101648185 89974613 101685212 89999269 X 2437784 2568611 855917 697134 3293701 3265745 104978913 93265014 447022 -474978 0 X 0 0 0 X 3198 7520 241683 783 542 253726 468744 523794 571496 734494 739264 3037792 471942 531314 813179 735277 739806 3291518 0 0 0 3291518 36721 41213 13397 59647 40457 191435 36721 41213 13397 59647 40457 191435 14389 25 14414 508663 572527 840965 794949 780263 3497367 0.94110 0.82580 0.05470 0.17020 X 25 23 15699 158 105927 70610 1736380 781157 1 1 3065896 731343 -434521 290433 37938 3034347 2168920 724015 480370 274160 33249 3065896 0.03292 0.96708 0.00000 0 0 0 CASH VALUE OF LIFE INSURANCE 36538 ENDOWMENTS MANAGED BY ORGANIZATION 87413563 DONOR ADVISED FUNDS MANAGED BY ORGANIZATION 1736380 CHARITABLE GIFT ANNUITIES MANAGED BY ORGANIZATION 781157 ENDOWMENTS OWNED BY ORGANIZATION 3034348 93001986 OTHER LIABILITIES 6975 AGENCY FUNDS LIABILITY - DISTRIBUTIONS PAYABLE 3440104 AGENCY FUNDS LIABILITY - ENDOWMENTS & DONOR ADVISER FUNDS 85746377 AGENCY FUNDS LIABILITY - CHARITABLE GIFT ANNUITIES 781157 89974613 PART V, LINE 4: TO PROVIDE PERPETUAL FUNDING FOR: PARISH SUPPORT, CATHOLIC EDUCATION, SOCIAL JUSTICE INITIATIVES, AND VOCATIONS, WITHIN THE DIOCESE OF EVANSVILLE TRICIA HOLLANDER HENNING CHAIRMAN OF THE FOUNDATION 148930 INVESTMENT FEES CHARGED TO THE FOUNDATION PORTFOLIO 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED ANNUALLY BY THE FINANCE COMMITTEE OF THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANA, INC. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR AFFILIATION AND ALL MATERIAL FACTS TO THE FOUNDATION, DIRECTORS, AND MEMBERS OF COMMITTEES WITH BOARD - DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT, IF THIS TRANSACTION OR ARRANGEMENT IS VALUED AT TWO THOUSAND FIVE HUNDRED DOLLARS ($2,500.00) OR GREATER. THIS DISCLOSURE MUST OCCUR AS SOON AS POSSIBLE ONCE A PERSON BECOMES AWARE OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.