2023-11-07T16:35:20-06:00 2022-12-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-01-01 841481641 The Catholic Foundation No Colorado % CATHOLIC FOUNDATION CATH 3034689885 6160 S Syracuse Way 111 Greenwood Village CO 80111 Steven Stemper PRESIDENT 3034689885 2023-11-01 true Steven Stemper 999009999 Adam R Smith CPA P00958966 7194714290 2023-10-15 2 2022 2023-04-26 12:10:37Z STEVEN STEMPER 6160 S Syracuse Way 111 Greenwood Village CO 80111 67332853 false X WWW.THECATHOLICFOUNDATION.COM X 1998 CO THE CATHOLIC FDN INSPIRES CHARITABLE GIVING & PLANNING THAT SPREADS THE GOSPEL, TEACHES OUR CHILDREN, PREPARES OUR PRIESTS, CARES FOR OUR POOR, & STRENGTHENS OUR PARISHES. 18 18 10 19 553 0 18560800 14249287 0 0 2800305 1158809 0 4031 21361105 15412127 12183839 17616078 0 0 1104287 1166272 0 0 225195 874343 811870 14162469 19594220 7198636 -4182093 189871667 159411958 41152290 35079861 148719377 124332097 X 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. false false 5238333 5235972 COMMITTED TO TEACHING OUR CHILDREN, THE CATHOLIC FOUNDATION AWARDS GRANTS TO CATHOLIC SCHOOLS ACROSS NORTHERN COLORADO TO BENEFIT SCHOLARSHIP PROGRAMS, PROVIDE TUITION ASSISTANCE, AND ENABLE THE SCHOOLS TO PROVIDE A JUST WAGE TO THEIR TEACHERS, AND PROVIDE FOR CAPITAL NEEDS. 4050366 4050366 THE FOUNDATION STRENGTHENS PARISHES THROUGHOUT NORTHERN COLORADO, THROUGH GRANTS PROVIDING OPERATING SUPPORT AND CAPITAL NEEDS. IN ADDITION, THE FOUNDATION ASSISTS IN THE ESTABLISHMENT OF PARISH FUNDS TO FACILITATE THE PARISH'S PLANNED GIVING EFFORTS. PARISH'S PLANNED GIVING EFFORTS. 3128852 3128852 THROUGH THE FUNDING OF RELIGIOUS EDUCATION, CATECHIST TRAINING, AND CURRICULUM DEVELOPMENT, THE FOUNDATION HELPS SPREAD THE GOSPEL. 5352029 5200888 SEE SCH O, PART III, LINE 4D NARRATIVE FOR DETAIL ON OTHER PROGRAMS 5352029 5200888 17769580 true true false false false true false false false true true true false false true false false true false false false true false false false false false true false true false false false false false false false false true false false false true false false false false true 8 0 10 true false false false false false false false false false false false false false false false X 18 18 false false false false false false false true true false false false true true true true true true false false CA X CATHOLIC FOUNDATION 3034689885 6160 S SYRACUSE WAY 111 Greenwood Village CO 80111 Steven Stemper PRESIDENT & CEO 45.0 0.0 X 228484 0 37865 JOSHUA GIDEON SR. DIRECTOR OF GIFT PLANNING 40.0 0.0 X 161888 0 47147 Michelle Fehn CFO 45.0 0.0 X 134970 0 33733 Mr Jim Baron Secretary - THRU SEP 2022 1.0 0.0 X X 0 0 0 Mr Rick Wagner Chair 1.0 0.0 X X 0 0 0 Pat Bridges Director 1.0 0.0 X 0 0 0 Mr Terry Gallagher Director 1.0 0.0 X 0 0 0 Mrs Tricia Jansen Vice Chair 1.0 0.0 X X 0 0 0 Mr Adam Truitt Director 1.0 0.0 X 0 0 0 Mr Bill Pierini Director 1.0 0.0 X 0 0 0 Deacon Daniel Cook Director 1.0 0.0 X 0 0 0 Anne Marie Frigon Director 1.0 0.0 X 0 0 0 Sergio Gutierrez Director 1.0 0.0 X 0 0 0 Judy LaFleur Director 1.0 0.0 X 0 0 0 Jennifer L Neppel Director 1.0 0.0 X 0 0 0 Ann Marie White Treasurer 1.0 0.0 X X 0 0 0 Toni Vaeth Director 1.0 0.0 X 0 0 0 Mr Mark Bauman Director 0.0 0.0 X 0 0 0 ARCHBISHOP SAMUEL J AQUILA DIRECTOR 1.0 0.0 X 0 0 0 MR KEITH PARSONS DIRECTOR 1.0 0.0 X 0 0 0 VERY REV RANDY DOLLINS VG DIRECTOR 1.0 0.0 X 0 0 0 Erin Matis Director 1.0 0.0 X 0 0 0 525342 0 118745 3 false true false 0 14249287 2972119 14249287 0 1386834 553 1386281 0 0 0 0 0 48641456 3051245 48884344 3036382 -242888 14863 -228025 -228025 0 0 0 0 0 0 0 0 0 TRUSTEE MANAGEMENT FEES 900099 4031 4031 4031 15412127 553 1162287 17381278 17381278 0 234800 234800 0 435052 435052 0 574080 574080 31725 31725 57301 57301 68114 68114 0 9198 9198 46704 46704 0 0 20538 20538 24671 12154 12517 53348 53348 47240 32190 15050 111193 111193 0 57426 57426 28554 7068 21486 0 6954 6954 143160 140827 2333 0 11918 11918 74843 16076 58767 DEVELOPMENT - MARKETING 136091 75000 61091 ROSARIES 12675 12675 MISCELLANEOUS EXPENSE 12734 12734 OTHER GIFTS 10073 7137 2936 4550 4550 19594220 17769580 1599445 225195 1199005 798173 1380491 1295767 8723683 8615391 0 0 0 0 0 0 0 0 0 0 60663 102146 589119 193486 3381094 395633 138753220 103662803 36373511 44542045 0 0 0 0 0 0 189871667 159411958 473062 285612 13171 2710373 335270 27027 0 0 0 0 0 0 3200003 3200003 0 0 37130784 28856846 41152290 35079861 X 71619169 61081342 77100208 63250755 148719377 124332097 189871667 159411958 -4182093 -20205187 X false true X true false X 10062257 11393747 14623226 18560800 14249287 68889317 0 0 10062257 11393747 14623226 18560800 14249287 68889317 12335708 56553609 782849 1052727 1033413 1140869 1386281 5396139 386047 9513 553 396113 303500 4031 307531 74989100 0.75416 0.71305 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159 162 8184196 4775887 10187546 4751032 43801471 21956124 true true 64764780 165772 -8932515 2756636 53241401 59868457 915418 6914279 2933374 64764780 55039049 532713 6883121 2586426 59868457 46989966 2816083 7628051 2395051 55039049 50925576 1987243 -3410179 2512674 46989966 0.06900 0.06450 0.86650 false false 272000 272000 110000 110000 181976 169543 12433 25143 23943 1200 395633 ALTERNATIVE INVESTMENTS 44542045 F 44542045 0 INVESTMENTS HELD IN TRUST 28856846 28856846 -4818148 -20205187 -20205187 15387039 20538 4550 25088 15412127 19569132 19569132 20538 4550 25088 19594220 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: 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. Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: 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 D, PART XI, LINE 4B REVENUE INCLUDED ON BOOKS, BUT NOT ON RETURN: 4,550 UBTI EXPENSE SCHEDULE D, PART XII, LINE 4B EXPENSES INCLUDED ON RETURN, BUT NOT ON BOOKS: 4,550 UBTI EXPENSE true Sub-Saharan Africa Grantmaking 204000 East Asia and the Pacific Grantmaking 10000 Central America and the Caribbean Grantmaking 10000 Russia and the Newly Independent States Grantmaking 5500 Europe (Including Iceland and Greenland) Grantmaking 5300 234800 234800 Sub-Saharan Africa Caring for Our 24000 CHECK Russia and the Newly Independent States Caring for Our 5500 CHECK Europe (Including Iceland and Greenland) Spreading the 5300 CHECK East Asia and the Pacific Caring for Our 10000 CHECK Sub-Saharan Africa Teaching Our 165000 CHECK Sub-Saharan Africa Caring for Our 15000 CHECK 6 0 true false true true true false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: FROM THE FOUNDATION'S POLICY STATEMENT REGARDING INTERNATIONAL GRANT MAKING 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 AN AS NEEDED BASIS. true St John Vianney Theological Seminary 1300 S Steele St Denver CO 80210 841495066 501(C)3 2097288 Preparing Future Central Denver Classical High School 2330 S Sherman St Denver CO 80210 871489254 501(C)3 2050000 Teaching Our St Clare of Assisi Catholic Parish PO Box 1390 Edwards CO 81632 841464946 501(C)3 1966247 Strengthening Our Fellowship of Catholic University Students 603 Park Point Dr Ste 200 Genesee CO 80401 841522811 501(C)3 988440 Spreading the St Rose of Lima Catholic School 1345 W Dakota Ave Denver CO 80223 840465591 501(C)3 517375 Teaching Our Queen of Peace Catholic Church 13120 E Kentucky Ave Aurora CO 80012 840591394 501(C)3 510000 Strengthening Our Shrine of Our Lady of Guadalupe of the Diocese of 5250 Justin Rd LaCross WI 54601 391982320 501(C)3 500000 Spreading the Good News Society of St Vincent de Paul 2830 Lawrence St Denver CO 80205 846032037 501(C)3 404805 Caring for Our St John Paul II High School 1250 7th St Windsor CO 80550 844250015 501(C)3 376000 Teaching Our AOD - Archbishop Catholic Appeal 1300 S Steele St Denver CO 80210 840499858 501(C)3 354600 Strengthening Our St Anthony Catholic Church 326 S 3rd St Sterling CO 80751 840461557 501(C)3 300000 Strengthening Our St Therese Catholic School 1243 Kingston St Aurora CO 80010 840469539 501(C)3 285000 Strengthening Our The Beckett Fund for Religious Liberty 1919 PA Ave NW 400 Washington DC 20006 521858532 501(C)3 267500 Spreading the St Peter Catholic Chuch 915 12th St Greeley CO 80631 840423075 501(C)3 224000 Strengthening Our Catholic Charities - Marisol Health North PO Box 568 Fort Collins CO 80522 840686679 501(C)3 209900 Caring for Our Seeds of Hope 1300 S Steele St Denver CO 80210 841437053 501(C)3 201527 Teaching Our Wings over the Rockies 7711 E Academy Blvd Denver CO 80230 840931491 501(C)3 200000 Caring for Our Augustine Institute 6160 S Syracuse WY GRNWD Vill CO 80111 202349108 501(C)3 196866 Teaching Our Wyoming Catholic College 306 Main St Lander WY 82520 830434307 501(C)3 185000 Teaching Our Archdiocese of Denver 1300 S Steele St Denver CO 80210 840499858 501(C)3 183905 Spreading the Spitzer Center for Ethical Leadership 24 Frank Lloyd Wright Dr Ann Arbor MI 48105 202835097 501(C)3 180000 Spreading the Our Lady of Lourdes Classical School 3050 W 76th Ave Westminster CO 80030 840469648 501(C)3 177500 Teaching Our Cathedral Basilica of the Immaculate Conception 1535 Logan St Denver CO 80203 840421938 501(C)3 146140 Strengthening Our Catholic Charities - Marisol Health 6240 Smith Rd Denver CO 80216 840686679 501(C)3 144250 Caring for Our Catholic Charities - Shelters 6240 Smith Rd Denver CO 80216 840686679 501(C)3 141600 Caring for Our SJV-RM 1300 S Steele St Denver CO 80210 841382567 501(C)3 135675 Preparing Future AOD - Mass for the Homebound 1300 S Steele St Denver CO 80210 840499858 501(C)3 135000 Caring for Our ACE Scholarships 1201 E Colfax Ave Ste 302 Denver CO 80218 841531066 501(C)3 127500 Teaching Our Dominican Home Health Agency 5290 E Yale Cir Ste 100 Denver CO 80222 840567786 501(C)3 125750 Caring for Our Institute for Patients Rights Inc 1562 1st Ave 296 New York NY 10028 475355531 501(C)3 125000 Caring for Our St Thomas More Parish 8035 S Quebec St Centennial CO 80112 840642458 501(C)3 114093 Strengthening Our University of Notre Dame 1251 N Eddy St Ste 300 S Bend IN 46617 350868188 501(C)3 106600 Teaching Our Patris Corde Hermitage 10200 County Rd 3 Parshall CO 80468 880639678 501(C)3 101000 Spreading the All Souls Catholic Church 4950 S Logan St Englewood CO 80113 800010721 501(C)3 100000 Strengthening Our Knights of Columbus Charities Inc One Columbus Plaza New Haven CT 06509 237227608 501(C)3 100000 Spreading the Catholic Laity and Clergy Renewal 441 Landmark Dr 110 Casper WY 82609 842182176 501(C)3 100000 Spreading the Christ In The City 3401 Pecos St Denver CO 80211 274663181 501(C)3 92300 Spreading the AOD - Emergency Grants to Parishes 1300 S Steele St Denver CO 80210 840499858 501(C)3 92114 Strengthening Our Bella Natural Women's Care 180 E Hampden Ave Englewood CO 80113 462578248 501(C)3 87500 Caring for Our AOD - Office of Catholic Schools 1300 S Steele St Denver CO 80210 840499858 501(C)3 83872 Teaching Our Catholic Charities & Community Services 6240 Smith Rd Denver CO 80216 840686679 501(C)3 80967 Caring for Our Religious Freedom Institute 316 PA Ave SE Ste 501 Washington DC 20003 810983298 501(C)3 75000 Spreading the Thomas More College of Liberal Arts 6 MancheSter St Merrimack NH 03054 020344073 501(C)3 75000 Spreading the Holy Family High School PO Box 100676 Denver CO 80210 841490222 501(C)3 74550 Teaching Our Families of Character 6160 S Syracuse WY GRNWD Vill CO 80111 271083135 501(C)3 72500 Spreading the Stand Together Inc 1320 N Courthouse Rd Arlington VA 22201 273197768 501(C)3 70000 Caring for Our St Thomas Aquinas Catholic Center 904 14th St Boulder CO 80302 840430715 501(C)3 62700 Spreading the Arrupe Jesuit High School 4343 Utica St Denver CO 80212 020628872 501(C)3 56500 Teaching Our JK Mullen HS 3601 S Lowell Blvd Denver CO 80236 846005720 501(C)3 56000 Teaching Our Bishop Machebeuf High School 1300 S Steele St Denver CO 80210 841490220 501(C)3 52889 Teaching Our Lalmba PO Box 2516 Monument CO 80132 436057388 501(C)3 52500 Caring for Our Real Life Catholic 6160 S Syracuse WY GRNWD Vill CO 80111 455489172 501(C)3 51000 Spreading the National Catholic Bioethics Center 600 Reed Rd Ste 102 Broomall PA 19008 042871526 501(C)3 50000 Spreading the Guardian Angels Catholic School PO Box 444 Mead CO 80542 451571652 501(C)3 47000 Teaching Our Capuchin Province of Mid-America 3613 Wyandot St Denver CO 80211 481238921 501(C)3 45000 Preparing Future Our Lady of Grace 2645 E 48th Ave Denver CO 80216 840568886 501(C)3 44670 Strengthening Our A Precious Child Inc 7051 W 118th Ave Broomfield CO 80020 263349334 501(C)3 44000 Spreading the AOD - Office of Evangelization & Family 1300 S Steele St Denver CO 80210 840499858 501(C)3 43651 Caring for Our Assoc for the Promotion of the Apostolate 3290 W Milan Ave Englewood CO 80110 274663351 501(C)3 42697 Teaching Our Camp Wojtyla PO Box 116 Erie CO 80516 264365733 501(C)3 40500 Teaching Our Catholic Charities - Western Slope 1004 Grand Ave glenwood spgs CO 81601 840686679 501(C)3 40000 Caring for Our Aspen Education Foundation 455 Gold Rivers Court Basalt CO 81621 840829226 501(C)3 40000 Caring for Our St Mary's St Patrick Charity Assistance Fund 533 E Main St Aspen CO 81611 840569046 501(C)3 40000 Caring for Our Avodah 1130 E Kenyon Ave Englewood CO 80113 850843882 501(C)3 37983 Caring for Our AOD - Prophet Elijah House 1300 S Steele St Denver CO 80210 840499858 501(C)3 37000 Caring for Our Our Lady of the Valley 505 N La Canada Dr Green Valley AZ 85614 860252185 501(C)3 36000 Strengthening Our Assumption Catholic School 2341 E 78th Ave Denver CO 80229 840449275 501(C)3 34000 Teaching Our St Vincent de Paul School 2375 E Arizona Denver CO 80210 840439603 501(C)3 32000 Teaching Our Sts Peter & Paul Catholic Parish 3900 Pierce St Wheatridge CO 80033 840448043 501(C)3 31000 Strengthening Our Nativity of Our Lord 900 W MidWY Blvd Broomfield CO 80020 840514655 501(C)3 30500 Strengthening Our Sister Stans Children Inc 6509 Edinburgh Dr Nashville TN 37221 452357083 501(C)3 30000 Caring for Our Presentation of Our Lady Parish 665 Irving St Denver CO 80204 840404270 501(C)3 29774 Strengthening Our Metal of Honor Fund 1140 W Jackson Blvd Chicago IL 60607 362171726 501(C)3 27500 Caring for Our Camilla Hall Nursing Home 100 Maxis Dr Malvern PA 19355 231576706 501(C)3 26000 Caring for Our DeLasalle Hall 810 Newman Springs Rd Lincroft NJ 07738 222245377 501(C)3 25500 Caring for Our Catholic Leadership Institute 440 E Swedesford Rd St 3040 Wayne PA 19087 232661414 501(C)3 25000 Spreading the St Thomas More School 8035 S Quebec St Centennial CO 80112 840642458 501(C)3 25000 Teaching Our Katalyst PO Box 4642 Parker CO 80134 475666153 501(C)3 25000 Spreading the Eden Invitation 1345 N Jefferson St 445 Milwaukee WI 53202 823824255 501(C)3 25000 Spreading the Mercy Home for Boys & Girls 1140 W Jackson Blvd Chicago IL 60607 362171726 501(C)3 24000 Caring for Our Our Lady of Fatima Parish 1985 Miller St Lakewood CO 80215 840569526 501(C)3 23000 Strengthening Our Catholic Radio Network 201 N Indust Pk Rd Excelsior Spgs MO 64024 320081587 501(C)3 21855 Spreading the Little Sisters of the Poor Mullen Home for the Age 3629 W 29th Ave Denver CO 80211 840528531 501(C)3 21000 Caring for Our Our Lady of Victory PO Box 2062 Centennial CO 80161 834340319 501(C)3 20000 Teaching Our Regina Caeli Hermitage 10537 S Deer Creek Rd Littleton CO 80127 474866239 501(C)3 20000 Caring for Our Amazing Parish 6160 S Syracuse WY GRNWD Vill CO 80111 465432750 501(C)3 19000 Strengthening Our St John XXIII University Parish 1220 University Ave Fort Collins CO 80521 840588032 501(C)3 19000 Strengthening Our ENDOW 6160 Syracuse WY GRNWD Vill CO 80111 830362209 501(C)3 17000 Spreading the St Louis Catholic School - Louisville 925 Grant Ave Louisville CO 80027 846012535 501(C)3 17000 Strengthening Our Redemptoris Mater Seminary 1300 S Steele St Denver CO 80210 841382567 501(C)3 16000 Preparing Future St Stephen Catholic School 414 S Hyland Park Dr Glenwood SpGS CO 81601 840539250 501(C)3 15400 Teaching Our Sisters of Life 2771 Zenobia St Denver CO 80212 061579167 501(C)3 15000 Spreading the Catholic Charities - Marisol Home 6240 Smith Rd Denver CO 80216 840686679 501(C)3 15000 Caring for Our The Institute for Catholic Liberal Education PO Box 4638 Ventura CA 93007 541607202 501(C)3 15000 Teaching Our Sts Peter & Paul Catholic School 3920 Pierce St Wheat Ridge CO 80033 840448043 501(C)3 15000 Teaching Our Impact Center PO Box 475 Edmond OK 73083 202115605 501(C)3 15000 Caring for Our Dominican Sisters of St Cecilia Congregation 801 Dominican Dr Nashville TN 37228 620552181 501(C)3 15000 Spreading the Twin Parishes Food Bank 3663 Humboldt St Denver CO 80205 840522064 501(C)3 15000 Caring for Our Madison Valley Catholic Community 105 W Poppleton Sheridan MT 59749 882055586 501(C)3 15000 Spreading the SJV- Catholic Biblical School 1300 S Steele St Denver CO 80120 840499858 501(C)3 14600 Spreading the Marriage Missionaries 12577 N 2nd St Parker CO 80134 364725687 501(C)3 14500 Spreading the St Helena Catholic Parish 9405 W Florida Ave Lakewood CO 80232 840579867 501(C)3 14164 Strengthening Our Light of the World Catholic Church 10316 W Bowles Ave Littleton CO 80127 840891806 501(C)3 14000 Strengthening Our St Joseph School - Ft Collins 127 N Howes St Fort Collins CO 80521 840413978 501(C)3 13926 Teaching Our The Papal Foundation 2501 Seaport Dr Ste SH300 Chester PA 19013 232511991 501(C)3 13734 Spreading the Annunciation Catholic School 1408 E 36th Ave Denver CO 80205 840522064 501(C)3 13500 Teaching Our CO State University Foundation- Argus PO Box 1870 Ft Collins CO 80522 237098397 501(C)3 13393 Caring for Our Catholic Extension 150 S Wacker Dr Ste 2000 Chicago IL 60606 366000520 501(C)3 13050 Spreading the Regis Jesuit High School 6300 S Lewiston WY Aurora CO 80016 840791593 501(C)3 12500 Teaching Our Sophia Montessori Academy 320 S Sherman St Denver CO 80209 814982140 501(C)3 12500 Teaching Our Harvest of Hope Pantry 4830 Pearl St Boulder CO 80301 274010250 501(C)3 12000 Caring for Our St Mary's Dominican High School 7701 Walmsley Ave New Orleans LA 70125 720535376 501(C)3 11970 Teaching Our Abbey of St Walburga 1029 Benedictine WY Virginia Dale CO 80536 840659341 501(C)3 10750 Spreading the Dynamic Catholic Institute 5081 Olympic Blvd Erlanger KY 41018 264549213 501(C)3 10700 Spreading the Dominican Sisters of Mary Mother of the Eucharist 4597 Warren Rd Ann Arbor MI 48105 383349686 501(C)3 10500 Spreading the Zarlengo Foundation PO Box 1911 Wheatridge CO 80033 800015548 501(C)3 10300 Teaching Our Blessed Sacrament Catholic School 1973 Elm St Denver CO 80220 840402673 501(C)3 10000 Teaching Our Regis University 6300 S Lewiston WY Aurora CO 80016 840791593 501(C)3 10000 Teaching Our Sacred Heart of Jesus Catholic School 1317 Mapleton Ave Boulder CO 80304 840404918 501(C)3 10000 Teaching Our St Mary's Catholic School - Littleton 6853 S Prince St Littleton CO 80120 840436373 501(C)3 10000 Strengthening Our St Pius X Catholic School 13680 E 14th Place Aurora CO 80011 840457083 501(C)3 10000 Teaching Our St Clare of Assisi Catholic School 31622 US Hwy 6 Edwards CO 81632 841237387 501(C)3 10000 Teaching Our St James Catholic School 1250 Newport St Denver CO 80220 840402708 501(C)3 10000 Teaching Our Notre Dame Catholic School 2165 S Zenobia Denver CO 80219 800016188 501(C)3 10000 Teaching Our Blessed Miguel Pro Catholic Academy 3050 W 76th Ave Westminster CO 80030 840469648 501(C)3 10000 Teaching Our Rocky Mountain BEST 1075 S Yukon St Ste LL10 Lakewod CO 80226 272434632 501(C)3 10000 Teaching Our Good Shepherd Mission Development Corporation 7654 Natural Bridge Rd Saint Louis MO 63121 364607349 501(C)3 10000 Spreading the Adams County Emergency Food Bank 7111 E 56th Ave Commerce City CO 80022 300754165 501(C)3 10000 Caring for Our Wellspring Catholic Academy of St Bernadette 1100 Upham St Lakewood CO 80214 840431890 501(C)3 10000 Teaching Our Diocese of Phoenix 400 E Monroe St Phoenix AZ 85004 860223974 501(C)3 10000 Strengthening Our Oblates of the Virgin Mary 2 Ipswich St Boston MA 02215 530196617 501(C)3 10000 Spreading the St Joseph church - Ft Collins 127 N Howes St Fort Collins CO 80521 840413978 501(C)3 10000 Teaching Our Catholic Education Partners PO Box 2065 Sillwater MN 55082 823767554 501(C)3 10000 Teaching Our Northern Illinois University Foundation 135 Altgeld Hall DeKalb IL 60115 366086819 501(C)3 10000 Teaching Our St Stephen Catholic Parish 1885 Blake Ave glenwood spgs CO 81601 840539250 501(C)3 10000 Strengthening Our In Ipso 8818 W Glasgow Pl Littleton CO 80128 275196942 501(C)3 9600 Spreading the Sacred Heart of Jesus Foundation 2312 14th St Boulder CO 80304 841055815 501(C)3 9000 Teaching Our Catholic Relief Services 228 W Lexington St Baltimore MD 21201 135563422 501(C)3 8800 Caring for Our St Mary's Littleton 6853 S Prince St Littleton CO 80120 840436373 501(C)3 8500 Strengthening Our St Andrews Church 412 Dexter St Wray CO 80758 840534149 501(C)3 8455 Strengthening Our St Patrick Catholic Church 519 S Interocean Holyoke CO 80734 841239433 501(C)3 8455 Strengthening Our Parents Television Council Inc PO Box 4210 Burbank CA 91503 954819071 501(C)3 8000 Spreading the Our Lady of Mount Carmel 5612 S Hickory St Littleton CO 80120 841419015 501(C)3 7599 Strengthening Our AOD - Office of Vocations 1300 S Steele St Denver CO 80210 841495066 501(C)3 7563 Preparing Future Centro San Juan Diego 2830 Lawrence St Denver CO 80205 840499858 501(C)3 7500 Caring for Our Students for Life 1000 WincheSter St Fredericksburg VA 22401 521576352 501(C)3 7500 Caring for Our Holy Name Parish - Englewood 3290 W Milan Ave Sheridan CO 80110 840422002 501(C)3 7000 Strengthening Our AOD - Retired Priests 1300 S Steele St Denver CO 80210 840499858 501(C)3 6500 Caring for Our Companions of Christ 1050 PA St Denver CO 80203 261579250 501(C)3 6000 Spreading the Rotary Club of University Hills DN PO Box 5281 Englewood CO 80155 841180536 501(C)3 6000 Caring for Our Our Lady of Mt Carmel - Newport Beach 1441 W Balboa Blvd Newport Beach CA 92661 952198707 501(C)3 6000 Strengthening Our Annunciation Heights 1300 S Steele St Denver CO 80210 823745326 501(C)3 5500 Teaching Our Blessed Sacrament Catholic Church 1912 Eudora St Denver CO 80220 840402673 501(C)3 5250 Strengthening Our 153 0 Schedule I, Part I, Question 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: 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. X X X false false false false false false false true true true Steven Stemper PRESIDENT & CEO 203484 0 25000 0 0 0 13709 0 24156 0 266349 0 Michelle Fehn CFO 124970 0 10000 0 0 0 8098 0 25635 0 168703 0 JOSHUA GIDEON SR. DIRECTOR OF GIFT PLANNING 141888 0 20000 0 0 0 9713 0 37434 0 209035 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENT: A NON-FIXED BONUS IS PAID TO THE EMPOYEES LISTED ON THE RETURN. THE BONUS IS PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: STEVEN STEMPER'S CURRENT COMPENSATION IS COVERED BY HIS INITIAL CONTRACT OF NOVEMBER 2012. PLEASE SEE SCHEDULE O, PART VI, QUESTION 15A NARRATIVE FOR MORE INFORMATION. X 84 2307119 SALES PRICE X 2 665000 FMV false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: THE CATHOLIC FOUNDATION ENGAGES REAL ESTATE PROFESSIONALS WHO EITHER VOLUNTEER THEIR SERVICES OR ENTER A CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION IN ORDER TO SELL REAL ESTATE THAT IS DONATED TO THE FOUNDATION. SCHEDULE M, PART I, COLUMN B THE NUMBER INDICATED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4D Description of other program services: 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. THE CATHOLIC FOUNDATION SUPPORTS THE PREPARATION OF PRIESTS THROUGH GRANTS, SUPPORTING THE OPERATIONS AND NEEDS OF ST. JOHN VIANNEY THEOLOGICAL SEMINARY AND REDEMPTORIS MATER MISSIONARY SEMINARY. EXPENSES OF $5,352,029 INCLUDING GRANTS OF $5,200,888. Form 990, Part VI, Section B, line 11b PROCESS TO REVIEW THE FORM 990: THE 990 IS COMPLETED BY THE FOUNDATION'S TAX FIRM, FORVIS, IN COOPERATION WITH THE FOUNDATION'S STAFF. THE RETURN IS REVIEWED BY MANAGEMENT AND THEN BY THE BOARD'S AUDIT COMMITTEE. Form 990, Part VI, Section B, line 12c PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: 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 and TRUSTEES. 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. IN CONNECTION WITH, AND PRIOR TO THE FOUNDATION'S ENTERING INTO, ANY TRANSACTION OR ARRANGEMENT THAT MIGHT PRESENT AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE RESPONSIBLE PERSON INVOLVED SHALL DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST IN THE TRANSACTION, AS WELL AS ALL MATERIAL FACTS RELATING TO THE TRANSACTION. IN THE CASE OF FOUNDATION STAFF, THIS DISCLOSURE SHOULD BE MADE TO THE PRESIDENT (OR IF THE PRESIDENT IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IN THE CASE OF TRUSTEES, THIS DISCLOSURE SHOULD BE MADE TO THE BOARD CHAIR, (OR IF THE BOARD CHAIR IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD AS A WHOLE. IF THE BOARD OR ANY COMMITTEE OF THE BOARD PROPERLY DELEGATED SUCH POWER DETERMINES THAT A CONFLICT OF INTEREST EXISTS AND CANNOT BE ELIMINATED OR AVOIDED AND, IF APPROPRIATE, THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE FOUNDATION DESPITE THE EXISTENCE OF THE CONFLICT, BASED ON WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS AT LEAST AS FAVORABLE TO THE FOUNDATION AS AN ARM'S-LENGTH TRANSACTION WITH DISINTERESTED INDIVIDUALS OR ORGANIZATIONS. THE DECISION OF THE BOARD OR COMMITTEE SHALL REST IN ITS SOLE DISCRETION, BUT SHALL BE MADE IN GOOD FAITH AND IN MANNER SUCH BOARD OR COMMITTEE REASONABLY BELIEVES TO BE IN THE FOUNDATION'S BEST INTEREST. Form 990, Part VI, Section B, line 15a REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: PURSUANT TO I.R.C. 5498, COMPENSATION IS INDEPENDENTLY DETERMINED BY DISINTERESTED BOARD MEMBERS (I.E. THE CHAIRMAN OF THE BOARD OF TRUSTEES IN CONSULTATION WITH OTHER TRUSTEES) ON A YEARLY BASIS. IN MAKING THIS DETERMINATION, THE CHAIRMAN RELIES ON APPROPRIATE COMPARABILITY DATA AND THEN DOCUMENTS THE DECISION IN THE BOARD OF TRUSTEE MEETING MINUTES EACH YEAR. IN NOVEMBER 2012, THE BOARD HIRED DEACON STEVEN STEMPER AS PRESIDENT AND CEO OF THE FOUNDATION. TOM HEULE, THEN CHAIRMAN OF THE BOARD OF TRUSTEES, WAS RESPONSIBLE FOR THE DRAFTING AND REVIEW OF THE CEO EMPLOYMENT AGREEMENT. MR. HEULE UTILIZED THE BRYAN CAVE LAW FIRM TO ASSIST IN THE PROCESS. MR. STEMPER'S CONTRACT WAS NEGOTIATED AND AGREED TO BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, line 15b REVIEW OF OTHER OFFICER COMPENSATION: THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND THE COMPENSATION COMMITTEE APPROVES THE COMPENSATION. Employees are evaluated on an annual basis with a formal review process and raises are determined by management utilizing industry salary surveys. Personnel costs are included in the annual budget review by the Board of Trustees. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: 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. THE CATHOLIC FDN REAL PROPERTY HOLDINGS 6160 S SYRACUSE WAY DENVER CO 80210 464051529 RE HOLDINGS CO 680030 382000 CATHOLIC FDN