2023-10-03T08:39:07-05:00 2022-12-31 510076769 GUNNIP & COMPANY LLP 2751 CENTERVILLE RD STE 300 WILMINGTON DE 19808 990 2022-01-01 522038242 NATIONAL CATHOLIC COMMUNITY FOUNDATION NATI 4109233222 1321 GENERALS HIGHWAY 202 CROWNSVILLE MD 21032 EDWARD ROBINSON PRESIDENT 4109233222 2023-10-02 1 EDWARD ROBINSON 999009999 1 GEORGE W HAGER JR CPA P01383890 3022255000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWARD ROBINSON 1321 GENERALS HIGHWAY SUITE 202 CROWNSVILLE MD 21032 19031663 0 X WWW.NCCFCOMMUNITY.ORG X 1997 MD THE FOUNDATION ACCOMPLISHES ITS MISSIONS OF FURTHERING PHILANTHROPY BY PROVIDING DONORS WITH FIVE OPTIONS: DONOR ADVISED FUNDS, DESIGNATED BENEFICIARY FUNDS, FIELD OF INTEREST FUNDS, UNDESIGNATED FUNDS AND PLANNED GIFTS. 11 11 3 0 0 0 3975552 5974653 297125 249241 1496119 7921 0 0 5768796 6231815 3208613 6839316 0 0 223445 215945 0 0 0 635079 615777 4067137 7671038 1701659 -1439223 28691551 23320975 3498938 2841499 25192613 20479476 TO FURTHER PHILANTHROPY THROUGH DESIGNATED FUNDS. 0 0 7557738 6839316 257162 THE FOUNDATION ALLOWS 5 OPTIONS TO FURTHER PHILANTHROPY. 1) DONOR ADVISED FUNDS - DONORS ESTABLISH FUNDS AND RETAIN THE RIGHT TO ADVISE THE FOUNDATION'S BOARD ON THEIR DISTRIBUTIONS TO CHARITIES. 2) DESIGNATED BENEFICIARY FUNDS - DONORS ESTABLISH FUNDS TO SUPPORT SPECIFIC CHARITABLE ORGANIZATIONS. 3) FIELD OF INTEREST FUNDS - DONORS ESTABLISH FUNDS FOR PARTICULAR AREAS OF CONCERN AND THE BOARD DETERMINES THE USE OF THE FUNDS WITHIN THE DESIGNATED AREAS. 4)UNDESIGANTED FUNDS - DONORS GIVE THE FOUNDATION'S BOARD FULL DISCRETION TO DETERMINE HOW THE FUNDS WILL BE USED. 5) PLANNED GIFTS - DONORS RECEIVE AN ANNUITY FOR LIFE WITH THE BALANCE TO GO TO THE FOUNDATION OR A SPECIFIED CHARITY UPON DEATH OF ANNUITANT. 7557738 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 MD X X X EDWARD ROBINSON 4109233222 1321 GENERALS HIGHWAY SUITE 202 CROWNSVILLE MD 21032 EDWARD ROBINSON PRESIDENT 40.00 X X 127921 0 0 ANDREW ANSELMI VICE-CHAIRMAN 5.00 X X 0 0 0 LESLIE BIGGINS MOLLSEN TRUSTEE 5.00 X 0 0 0 VALERIE PLETCHER TRUSTEE 5.00 X 0 0 0 MICHAEL DUFFY TREASURER 5.00 X X 0 0 0 DANA ROBINSON CHAIRMAN 5.00 X X 0 0 0 CHAD MCEACHERN TRUSTEE 5.00 X 0 0 0 THOMAS MCKENNA TRUSTEE 5.00 X 0 0 0 JAMES COFFEY SECRETARY 5.00 X X 0 0 0 GREGORY BROWN TRUSTEE 5.00 X 0 0 0 ROBERT ROWAN TRUSTEE 5.00 X 0 0 0 127921 0 0 1 0 0 0 0 5974653 1253408 5974653 ADMINISTRATIVE FEES 561000 244875 244875 MISCELLANEOUS 561000 4366 4366 249241 494377 494377 12313392 12799848 -486456 -486456 -486456 6231815 257162 0 0 6839316 6839316 127921 85281 42640 72678 48458 24220 15346 10231 5115 22625 15084 7541 150357 150357 546 364 182 15201 10135 5066 22019 14680 7339 139 93 46 112283 112283 151 101 50 11950 2151 9799 ADMINISTRATIVE FEES 238856 238856 0 FILING FEES 30986 23239 7747 EQUIPMENT LEASE 6564 4376 2188 TELEPHONE 4100 2733 1367 7671038 7557738 113300 0 3666477 3139136 51913 49799 0 2114 24452485 19702778 572589 476947 28691551 23320975 0 248 3498938 2841251 3498938 2841499 X 21841898 17499559 3350715 2979917 25192613 20479476 28691551 23320975 X -1439223 -3721355 447441 X X 0 1 X 1 0 X 9946218 1294723 4084920 3975552 5974653 25276066 9946218 1294723 4084920 3975552 5974653 25276066 7898793 17377273 354717 464620 375253 466883 494377 2155850 513543 567393 189326 1031877 2302139 29734055 0.58440 0.48450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 5781511 6832666 17415581 1 1 51913 49799 2114 2114 OTHER INVESTMENTS IN TOTAL 19702778 F 19702778 ASSETS HELD IN TRUST FOR OTHERS 476947 ANNUITIES PAYABLE 2364304 2841251 X 2807544 -3721355 447441 -3273914 6081458 150357 150357 6231815 7520681 0 7520681 150357 150357 7671038 PART X, LINE 2: FIN 48 DISCLOSURE IN AUDITED FINANCIAL STATEMENTS: EFFECTIVE JANUARY 1, 2009, THE FOUNDATION ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED INTERPRETATION NO.48, ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES (FIN48) AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL CONDITIONS, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 447,441. 0 0 0 0 0 0 0 0 0 0 ITALY SUPPORT MUSICAL ACTIVITIES OF THE PARISH 44000 0 AFRICA FOR SCHOLARSHIP AND OTHER SUPPORT FOR EDUCATION RELATED TO HEALTHCARE AND/OR TRAINING 22000 0 AFRICA WINDOWS AND FLOOR IFUCHA SHRINE CHURCH 22000 0 ITALY FOR GRANTS IN SUPPORT OF PROJECTS THAT ENCOURAGE ECO PROJECTS, AND TO ASSIT WITH CARING FOR THE POOR AND EVANGELIZATION EFFORTS 101000 0 ITALY GENERAL SUPPORT OF OPERATIONS 460000 0 AFRICA FOR THE BENEFIT OF MAZZOLARI TEACHERS COLLEGE IN SOUTH SUDAN 231000 0 ITALY SUPPORT FOR THE PURSUIT OF STATUTORY ACTIVITIES AND MISSION OF THE FOUNDATION 370000 0 CARIBBEAN VOLCANIC RELIEF AND CHURCH RENNOVATIONS 150000 0 INDIA GENERAL SUPPORT OF OPERATIONS 11500 0 ITALY EMERGENCY APPEAL AND UKRAINIAN REFUGEE CRISIS 2948000 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 MARTIN SAINTS CLASSICAL HIGH SCHOOL INC 121 ALLISON ROAD ORELAND PA 19075 703808 0 GENERAL SUPPORT AND STUDENT TUITION/SCHOLARSHIP SUPPORT ETERNAL WORD TELEVISION NETWORK INC 5817 OLD LEEDS RD IRONDALE AL 35210 328727 0 GENERAL OPERATIONS STIGMATINE FATHERS AND BROTHERS INC 123 WILLIAM STREET SPRINGFIELD MA 01105 310000 0 SUPPORT THE WORK OF RESTORATION OF CHURCHES FRANCISCAN BROTHERS OF THE HOLY CROSS 2500 ST JAMES ROAD SPRINGFIELD IL 62707 309924 0 PROMOTION OF THE SAINT GIANNA AND PIETRO MOLLA CENTER THE PASSIONISTS OF HOLY CROSS PROVINCE 660 BUSSE HIGHWAY PARK RIDGE IL 60068 161400 0 IN LIEU OF RENT AND EXTRA ROOMS COMMUNAL FIRST SATURDAYS INC PO BOX 131538 THE WOODLANDS TX 77393 110500 0 TO PROPOGATE THE COMMUNAL FIRST SATURDAYS TO CARRY OUT ITS MISSION SISTERS OF ST JOSEPH OF CARONDELET 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 100000 0 OPERATIONS FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 23000 0 MARIAN CREEL MEMORIAL NURSING SCHOLARSHIP AND GENERAL SUPPORT ST MARY OF THE LAKE SEMINARY 1000 E MAPLE AVE MUNDELEIN IL 60060 20235 0 GENERAL PURPOSES CHRISTENDOM COLLEGE 134 CHRISTENDOM DR FRONT ROYAL VA 22630 20000 0 MARIAN CREEL SCHOLARSHIP FUND SAINT GIANNA'S MATERNITY HOME 15605 COUNTRY ROAD 15 MINTO ND 58261 18400 0 OPERATIONS FOCUS - FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS 76 RITTENHOUSE PL ARDMORE PA 19003 16500 0 SUPPORT OF JOSH FATZINGER AT USNA AND GENERAL DONATIONS ST JOHN THE BAPTIST CATHEDRAL 222 EAST HARRIS STREET SAVANNAH GA 31401 15000 0 SUPPORT FOR CHILDREN'S CHOIR AND THE DEVELOPMENT OF A MUSIC PROGRAM ROUNDTABLE ASSOCIATION OF CATHOLIC DIOCESAN SOCIAL ACTION DIRECTORS PO BOX 96503 WASHINGTON DC MD 20090 10000 0 GENERAL SUPPORT DOMINICAN SISTERS OF MARY MOTHER OF EUCHARIST 4597 WARREN RD ANN ARBOR MI 48105 10000 0 GENERAL SUPPORT CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 1ST AVE STE 14 NEW YORK NY 10022 8000 0 REFUGEE SUPPORT THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA 2133 ARCH STE 400 PHILADELPHIA PA 19103 8000 0 LITTLE SISTERS OF THE POOR OUR LADY OF THE PRESENTATION CATHOLIC CHURCH 17220 TOM FOX AVE POOLESVILLE MD 20837 7500 0 WEEKLY ENVELOPE FOR 2022 AND SISTER CITY FUND CHESAPEAKE MUSIC 17 S WASHINGTON ST EASTON MD 21601 7000 0 SUPPORT LIVE CHAMBER MUSIC BEACON ANIMAL RESCUE 701 BUTTER RD OCEAN VIEW NJ 08230 7000 0 GENERAL SUPPORT IN HONOR OF KIM MILES MOTHER CABRINI CHURCH OF ST DAMIAN PARISH 214 N SHAMOKIN ST SHAMOKIN PA 17872 7000 0 MOTHER CABRINI CHURCH IN MEMORY OF ROBERT MILES ST MAXIMILLIAN KOLBE PARISH 15 E PLEASANT GROVE RD WEST CHESTER PA 19382 7000 0 GENERAL SUPPORT AVE MARIA UNIVERSIRY 5050 AVE MARIA BLVD AVE MARIA FL 34142 7000 0 GENERAL SUPPORT IONA COLLEGE 2 BLUE HILL PLZ PEARL RIVER NY 10965 6650 0 GENERAL SUPPORT GABRIEL NETWORK 2137 DEFENSE HWY CROFTON BOWIE MD 20718 6000 0 CRISIS PREGNANCY SUPPORT NATIONAL CATHOLIC COMMUNITY FOUNDATION 1321 GENERALS HWY STE 202 CROWNSVILLE MD 21032 6000 0 OPERATIONS ST JOHN'S HOLY ANGEL'S CATHOLIC CHURCH 82 POSSUM PARK RD NEWARK DE 19711 6000 0 GENERAL PARISH SUPPORT X 8 1253408 AVG. PRICE PER NYSE 0 0 1 SCHEDULE M, LINE 32B: AN INDEPENDENT BROKER RECEIVES THE CONTRIBUTED STOCK AND SELLS THE STOCK. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE BOARD MEMBERS ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE PRESIDENT AND TREASURER FOR REVIEW PRIOR TO FILING. ALL CHANGES NOTED ARE CORRECTED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE SALARY LEVELS BY COMPARING TO INDUSTRY DATA AND STANDARDS AND THEIR DECISION IS DOCUMENTED IN THE MINUTES TO THE BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AVAILABLE ON THEIR WEBSITE, UPON REQUEST AS WELL AS THROUGH GUIDESTAR'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 447,441. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.