2023-11-13T15:07:39-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2022-01-01 814107324 CATHOLIC FOUNDATION OF MICHIGAN CATH 2482040332 1145 W LONG LAKE ROAD 201 BLOOMFIELD HILLS MI 48302 ANGELA MOLONEY PRESIDENT & CEO 2482040332 2023-11-13 1 ANGELA MOLONEY 999009999 1 TINA M PETERS P00904574 2483757100 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGELA MOLONEY 1145 W LONG LAKE ROAD 201 BLOOMFIELD HILLS MI 48302 37488592 0 X CATHOLICFOUNDATIONMICHIGAN.ORG X 2016 MI THE CATHOLIC FOUNDATION OF MICHIGAN INSPIRES AND UNITES CATHOLICS IN GIVING TO THEIR FAITH COMMUNITY. WE ASSIST DONORS IN PROVIDING FOR THE LONG-TERM NEEDS OF THE CATHOLIC MINISTRIES OF SOUTHEAST MICHIGAN BY PROVIDING SOCIALLY/MORALLY RESPONSIBLE CHARITABLE TOOLS SUCH AS DONOR ADVISED FUNDS AND ENDOWMENTS TO BENEFIT PARISHES, SCHOOLS AND NONPROFITS. WE WORK WITH PARISHES, SCHOOLS, AND NONPROFITS TO BUILD A SUSTAINABLE PHILANTHROPIC PLAN IN LINE WITH CATHOLIC TEACHINGS. 34 33 5 49 0 0 11882571 19154371 0 0 628842 1044078 107330 116908 12618743 20315357 3156732 6449741 0 0 466849 465961 0 0 10229 351551 426848 3975132 7342550 8643611 12972807 29975322 38406383 14625656 23628727 15349666 14777656 THE CATHOLIC FOUNDATION OF MICHIGAN INSPIRES CHARITABLE GIVING AND ASSISTS DONORS IN PROVIDING FOR THE LONG-TERM NEEDS OF THE CATHOLIC PARISHES, SCHOOLS, MINISTRIES, AND NONPROFIT ORGANIZATIONS OF SOUTHEAST MICHIGAN 0 0 6783508 6449741 THE CATHOLIC FOUNDATION OF MICHIGAN INSPIRES AND UNITES CATHOLICS IN CHARITABLE GIVING IN LINE WITH THEIR FAITH. WE ASSIST DONORS IN PROVIDING FOR THE LONG-TERM NEEDS OF THE MINISTRIES OF MICHIGAN BY PROVIDING SOCIALLY/MORALLY RESPONSIBLE CHARITABLE TOOLS SUCH AS DONOR ADVISED FUNDS, SCHOLARSHIPS, AND ENDOWMENTS TO BENEFIT PARISHES, SCHOOLS, AND NONPROFITS TO BUILD A SUSTAINABLE PHILANTHROPIC PLAN IN LINE WITH CATHOLIC TEACHINGS. IN 2022 28 NEW FUNDS WERE ESTABLISHED TO PROVIDE BENEFIT TO THE COMMUNITY. AT THE CLOSE OF YEAR, 254 NON PROFITS BENEFITED FROM COMPETITIVE AND DONOR DIRECTED GRANTS IN ADDITION TO ENDOWMENT DISTRIBUTIONS TOTALING $6,449,741. 6783508 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X ANGELA MOLONEY 2482040332 1145 W LONG LAKE ROAD STE 201 BLOOMFIELD HILLS MI 48302 ANGELA MOLONEY PRESIDENT & CEO 40.00 0.00 X X 130464 0 41333 DONALD KUNZ SECRETARY 4.00 0.00 X X 0 0 0 PATRICK FEHRING CHAIR 4.00 0.00 X X 0 0 0 HARRY CENDROWSKI TREASURER 4.00 0.00 X X 0 0 0 CHRIS ALLEN DIRECTOR 4.00 0.00 X 0 0 0 BEVERLY BELTRAMO DIRECTOR 4.00 0.00 X 0 0 0 ROSEANNE BRUGNONI DIRECTOR 4.00 0.00 X 0 0 0 GREGORY DEMARS DIRECTOR 4.00 0.00 X 0 0 0 ROBERT DIEHL JR DIRECTOR 4.00 0.00 X 0 0 0 THOMAS FABBRI DIRECTOR 4.00 0.00 X 0 0 0 MATTHEW FARRELL DIRECTOR 4.00 0.00 X 0 0 0 GREGORY FISHER DIRECTOR 4.00 0.00 X 0 0 0 CHRISTOPHER DINE DIRECTOR 4.00 0.00 X 0 0 0 EUGENE LOVASCO DIRECTOR 4.00 0.00 X 0 0 0 MICHAEL MADISON DIRECTOR 4.00 0.00 X 0 0 0 KATHLEEN MCCANN DIRECTOR 4.00 0.00 X 0 0 0 FRANK MIGLIAZZO DIRECTOR 4.00 0.00 X 0 0 0 DOUG NOBLE DIRECTOR 4.00 0.00 X 0 0 0 FRANK RONEY DIRECTOR 4.00 0.00 X 0 0 0 ANTHONY SCHENA DIRECTOR 4.00 0.00 X 0 0 0 THOMAS SCHOLLER DIRECTOR 4.00 0.00 X 0 0 0 MARIA SCOTT DIRECTOR 4.00 0.00 X 0 0 0 ANDREW SHMINA DIRECTOR 4.00 0.00 X 0 0 0 MICHAEL VLASIC DIRECTOR 4.00 0.00 X 0 0 0 STEFAN WANCZYK DIRECTOR 4.00 0.00 X 0 0 0 DANIEL WEINGARTZ DIRECTOR 4.00 0.00 X 0 0 0 REV JEFFREY DAY DIRECTOR 4.00 0.00 X 0 0 0 BRIAN DEMKOWICZ DIRECTOR 4.00 0.00 X 0 0 0 DONALD ENGLE DIRECTOR 4.00 0.00 X 0 0 0 JOHN HALE DIRECTOR 4.00 0.00 X 0 0 0 MOST REV ALLEN VIGNERON DIRECTOR 4.00 0.00 X 0 0 0 AARON WILKERSON DIRECTOR 4.00 0.00 X 0 0 0 NICOLE FRANZEN KUKLEWSKI DIRECTOR 4.00 0.00 X 0 0 0 SCOTT BENNETT DIRECTOR 4.00 0.00 X 0 0 0 130464 0 41333 1 0 1 0 0 114111 19040260 1208360 19154371 847520 847520 17369793 17173235 196558 196558 196558 ADMIN FEES 900099 116908 116908 116908 20315357 116908 0 1044078 6449741 6449741 171797 85899 77308 8590 184586 123764 60822 30164 18184 11980 53096 32271 20825 26318 15571 10259 488 12061 7136 4701 224 5091 4073 1018 25000 25000 181973 181973 9203 9203 14693 8693 5727 273 8220 4863 3205 152 1174 1174 18738 11085 7305 348 ADMINISTRATIVE FEES ASS 116908 116908 BANK SERVICE FEES 17331 17331 DUES 7115 7115 SUPPLIES 4573 2706 1782 85 4768 2191 2508 69 7342550 6783508 548813 10229 142303 234510 0 795270 16960 22576 29816059 37354027 29975322 38406383 39742 30162 14585914 23598565 14625656 23628727 X 15349666 14777656 15349666 14777656 29975322 38406383 X 12972807 -4539100 -9005717 X X 0 1 X 1 0 X 4697748 8909341 3961335 11882571 19154371 48605366 4697748 8909341 3961335 11882571 19154371 48605366 1895243 46710123 88882 252003 326228 581161 847520 2095794 22051 45016 105904 107330 116908 397209 51098369 0.91410 0.83310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 157 2198146 17781201 2748982 5308951 4749168 32744022 1 1 0 ASSETS HELD FOR OTHERS 23598565 23598565 5894089 -4539100 64823 -4474277 10368366 81673 9865318 9946991 20315357 6466099 64823 64823 6401276 81673 859601 941274 7342550 PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS - ASSETS HELD FOR OTHERS 11,569,592. UNREALIZED GAINS - ASSETS HELD FOR OTHERS -2,153,881. INVESTMENT INCOME - ASSETS HELD FOR OTHERS 449,607. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSES - ASSETS HELD FOR OTHERS 642,393. ADMINISTRATIVE FEES - ASSETS HELD FOR OTHERS 116,908. INVESTMENT FEES - ASSEST HELD FOR OTHERS 100,300. 1 ACTS XXIX 38695 SEVEN MILE ROAD LIVONIA MI 48152 832022424 501(C)(3) 110000 0 GENERAL SUPPORT ALTERNATIVES FOR GIRLS 903 WEST GRAND BOULEVARD DETROIT MI 48208 382766412 501(C)(3) 7500 0 GENERAL SUPPORT AMERICAN CHESTERTON SOCIETY - THE SOCIETY OF G K CHESTERTON 1320 MAINSTREET HOPKINS MN 55343 411865930 501(C)(3) 70000 0 GENERAL SUPPORT ANGELS' PLACE 29299 FRANKLIN ROAD STE 2 SOUTHFIELD MI 48034 383068201 501(C)(3) 16000 0 GENERAL SUPPORT ARCHDIOCESE OF DETROIT CENTRAL OFFICE 12 STATE STREET DETROIT MI 48226 381359274 501(C)(3) 57340 0 GENERAL SUPPORT ARCHDIOCESE OF DETROIT CSA 12 STATE STREET DETROIT MI 48226 381359274 501(C)(3) 27500 0 GENERAL SUPPORT AUSTIN CATHOLIC HIGH SCHOOL 25925 23 MILE RD NEW BALTIMORE MI 48051 261484108 501(C)(3) 208890 0 GENERAL SUPPORT BEYOND BASICS PO BOX 1504 BIRMINGHAM MI 48009 752993015 501(C)(3) 50000 0 GENERAL SUPPORT BROTHER RICE HIGH SCHOOL 7101 LAHSER RD BLOOMFIELD HILLS MI 48301 260805844 501(C)(3) 66000 0 GENERAL SUPPORT BUILDING BRIDGES 3475 DOROTHEA CT TROY MI 48084 383489204 501(C)(3) 10000 0 GENERAL SUPPORT CAMP GRAY E10213 SHADY LANE RD REEDSBURG WI 53959 391096409 501(C)(3) 15000 0 GENERAL SUPPORT CATHEDRAL OF THE MOST BLESSED SACRAMENT 9844 WOODWARD AVE DETROIT MI 48202 381359242 501(C)(3) 67392 0 GENERAL SUPPORT CATHOLIC FOUNDATION OF MICHIGAN 1145 W LONG LAKE STE 201 BLOOMFIELD HILLS MI 48302 814107324 501(C)(3) 25000 0 GENERAL SUPPORT CATHOLIC FOUNDATION OF SOUTHWESTERN MICHIGAN 215 N WESTNEDGE AVE KALAMAZOO MI 49007 453623184 501(C)(3) 2500000 0 GENERAL SUPPORT CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 135563422 501(C)(3) 5500 0 GENERAL SUPPORT CHRIST CHILD HOUSE OF DETROIT 15751 JOY RD DETROIT MI 48228 381404582 501(C)(3) 40000 0 GENERAL SUPPORT CORNERSTONE SCHOOLS FOUNDATION 7401 EMILY ST DETROIT MI 48234 383326860 501(C)(3) 34500 0 GENERAL SUPPORT CORPUS CHRISTI CHURCH 19800 PEMBROKE DETROIT MI 48219 204998848 501(C)(3) 5962 0 GENERAL SUPPORT DETROIT CRISTO REY HIGH SCHOOL 5679 VERNOR HIGHWAY DETROIT MI 48209 263176934 501(C)(3) 18000 0 GENERAL SUPPORT DOMINICAN SISTERS OF MARY MOTHER OF THE EUCHARIST 4597 WARREN ROAD ANN ARBOR MI 48105 383349686 501(C)(3) 1000250 0 GENERAL SUPPORT EVANS SCHOLARS FOUNDATION ONE BRIAR ROAD GOLF IL 60029 362518129 501(C)(3) 35000 0 GENERAL SUPPORT FAITH WORKS MICHIGAN PO BOX 80493 ROCHESTER MI 48308 274210364 501(C)(3) 6000 0 GENERAL SUPPORT FATHER GABRIEL RICHARD HIGHSCHOOL 4333 WHITEHALL DRIVE ANN ARBOR MI 48105 382169071 501(C)(3) 10000 0 GENERAL SUPPORT FELICIAN SISTERS OSF OF LIVONIA 36800 SCHOOLCRAFT RD LIVONIA MI 48150 381359255 501(C)(3) 15000 0 GENERAL SUPPORT FRIENDS OF CHESTERTON ACADEMY OF DETROIT 21400 S NUNNELY RD CLINTON TOWNSHIP MI 48035 824891867 501(C)(3) 33500 0 GENERAL SUPPORT GATEHOUSE SOCIETY 37580 MOUND ROAD STERLING HEIGHTS MI 48310 861653211 501(C)(3) 6500 0 GENERAL SUPPORT HOLY NAME CATHOLIC CHURCH 630 HARMON ST BIRMINGHAM MI 48009 381359274 501(C)(3) 14000 0 GENERAL SUPPORT HOLY REDEEMER GRADE SCHOOL 1711 JUNCTION DETROIT MI 48209 381358197 501(C)(3) 9350 0 GENERAL SUPPORT INTERNATIONAL SAMARITAN 803 N MAIN ST ANN ARBOR MI 48104 341811907 501(C)(3) 143797 0 GENERAL SUPPORT KIDS ON THE GO 23500 PARE STREET ST CLAIR SHORES MI 48080 455450033 501(C)(3) 5500 0 GENERAL SUPPORT LOYOLA HIGH SCHOOL 15325 PINEHURST DETROIT MI 48238 383107318 501(C)(3) 8309 0 GENERAL SUPPORT MADONNA UNIVERSITY 36600 SCHOOLCRAFT RD LIVONIA MI 48150 381498763 501(C)(3) 12154 0 GENERAL SUPPORT MAKE A WISH MICHIGAN 7600 GRAND RIVER AVE STE 175 BRIGHTON MI 48114 382505812 501(C)(3) 40000 0 GENERAL SUPPORT MARIAN HIGH SCHOOL 7225 LAHSER RD BLOOMFIELD HILLS MI 48301 381650600 501(C)(3) 10000 0 GENERAL SUPPORT MARY'S MANTLE PO BOX 115 BLOOMFIELD HILLS MI 48303 271232703 501(C)(3) 5850 0 GENERAL SUPPORT MERCY HIGH SCHOOL 29300 W 11 MILE RD FARMINGTON MI 48336 382501739 501(C)(3) 10000 0 GENERAL SUPPORT MISSION CAPITAL 5014 WALNUT CREEK DRIVE ANN ARBOR MI 48105 205758644 501(C)(3) 9500 0 GENERAL SUPPORT MONASTERY OF THE BLESSED SACRAMENT 29575 MIDDLEBELT RD FARMINGTON MI 48334 381367318 501(C)(3) 200000 0 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK ST STE 3550 CHICAGO IL 60601 131665552 501(C)(3) 25000 0 GENERAL SUPPORT NEW BEGINNINGS MERCY HOUSE 3877 JACKMAN ROAD IDA MI 48140 383610137 501(C)(3) 5250 0 GENERAL SUPPORT OAKLAND UNIVERSITY 507 GOLF VIEW LANE ROCHESTER MI 48309 381714400 501(C)(3) 28624 0 GENERAL SUPPORT ORCHARD LAKE SCHOOLS 3535 INDIAN TRAIL WEST BLOOMFIELD TWP MI 48324 381358403 501(C)(3) 11500 0 GENERAL SUPPORT POPE FRANCIS CENTER 438 SAINT ANTOINE STREET DETROIT MI 48226 812516039 501(C)(3) 76000 0 GENERAL SUPPORT PRIEST PENSION FUND 12 STATE STREET DETROIT MI 48226 272008691 501(C)(3) 5971 0 GENERAL SUPPORT PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER-CAPUCHIN SOUP KITCHEN 1820 MT ELLIOTT ST DETROIT MI 48207 381525161 501(C)(3) 7100 0 GENERAL SUPPORT RACQUET UP DETROIT 6530 OUTER DRIVE W DETROIT MI 48235 272620275 501(C)(3) 22750 0 GENERAL SUPPORT REGINA HIGH SCHOOL 13900 MASONIC BLVD WARREN MI 48088 421710391 501(C)(3) 5060 0 GENERAL SUPPORT RIGHT TO LIFE OF MICHIGAN EDUCATIONAL FUND 2340 PORTER ST SW GRAND RAPIDS MI 49519 382647413 501(C)(3) 18250 0 GENERAL SUPPORT SACRED HEART MAJOR SEMINARY 2701 CHICAGO BLVD DETROIT MI 48206 381358214 501(C)(3) 25500 0 GENERAL SUPPORT SCHOOL OF HOPE PO BOX 12453 CHICAGO IL 60612 811328312 501(C)(3) 10000 0 GENERAL SUPPORT SELAH'S CENTER OF HOPE 204 SOUTH MACOMB STREET MONROE MI 48161 812690701 501(C)(3) 8300 0 GENERAL SUPPORT SPIRITUS SANCTUS ACADEMY 4101 E JOY ROAD ANN ARBOR MI 48105 382951387 501(C)(3) 50000 0 GENERAL SUPPORT ST ANSELM PARISH 17650 W OUTER DRIVE DEARBORN HEIGHTS MI 48127 501(C)(3) 5188 0 GENERAL SUPPORT ST AUGUSTINE ST MONICA CATHOLIC CHURCH 4151 SEMINOLE ST DETROIT MI 48214 382937518 501(C)(3) 15500 0 GENERAL SUPPORT ST CLARE OF MONTEFALCO SCHOOL 16231 CHARLEVOIX ST GROSSE POINTE PARK MI 48230 381420154 501(C)(3) 35022 0 GENERAL SUPPORT ST CLEMENT OF ROME PARISH 343 SOUTH MAIN STREET ROMEO MI 48065 501(C)(3) 15500 0 GENERAL SUPPORT ST FABIAN CATHOLIC CHURCH AND SCHOOL 32200 WEST 12 MILE RD FARMINGTON HILLS MI 48334 381842913 501(C)(3) 60248 0 GENERAL SUPPORT ST FRANCES CABRINI CLINIC 1050 PORTER ST DETROIT MI 48226 501(C)(3) 84307 0 GENERAL SUPPORT ST JOAN OF ARC CATHOLIC CHURCH AND SCHOOL 22415 OVERLAKE ST SAINT CLAIR SHORES MI 48080 501(C)(3) 5918 0 GENERAL SUPPORT ST JOSEPH CATHOLIC CHURCH AND SCHOOL 715 N LAPEER RD LAKE ORION MI 48362 381415409 501(C)(3) 60500 0 GENERAL SUPPORT ST LAWRENCE PARISH 44633 UTICA RD UTICA MI 48317 501(C)(3) 55000 0 GENERAL SUPPORT ST LEO'S SOUP KITCHEN PO BOX 32071 DETROIT MI 48232 320537827 501(C)(3) 5200 0 GENERAL SUPPORT ST LOUIS CENTER 16195 OLD US 12 CHELSEA MI 48118 386038121 501(C)(3) 10000 0 GENERAL SUPPORT ST MARY PARISH PINCKNEY 10601 DEXTER-PINCKNEY RD PINCKNEY MI 48169 501(C)(3) 25000 0 GENERAL SUPPORT ST PAUL ON THE LAKE CATHOLIC CHURCH 157 LAKE SHORE ROAD GROSSE POINTE FARMS MI 48236 381367335 501(C)(3) 6000 0 GENERAL SUPPORT ST REGIS CATHOLIC PARISH 3695 LINCOLN RD BLOOMFIELD HILLS MI 48301 501(C)(3) 10000 0 GENERAL SUPPORT ST SUZANNE CODY ROUGE COMMUNITY RESOURCE CENTER 19321 W CHICAGO DETROIT MI 48228 833262979 501(C)(3) 7500 0 GENERAL SUPPORT ST VINCENT DE PAUL DETROIT 3000 GRATIOT AVE DETROIT MI 48207 381359592 501(C)(3) 14470 0 GENERAL SUPPORT STRANGERS NO LONGER 19972 SHREWSBURY RD DETROIT MI 48221 852291601 501(C)(3) 6000 0 GENERAL SUPPORT THE JPII PROJECT PO BOX 1022 BRIGHTON MI 48116 820751205 501(C)(3) 10000 0 GENERAL SUPPORT THE LENNON PREGNANCY CENTER 24275 ANN ARBOR TRAIL DEARBORN HEIGHTS MI 48127 383079057 501(C)(3) 6500 0 GENERAL SUPPORT THE NATIONAL SHRINE OF THE LITTLE FLOWER ROMAN CATHOLIC BASILICA 2100 W 12 MILE RD ROYAL OAK MI 48073 381381291 501(C)(3) 100221 0 GENERAL SUPPORT THE SERVANTS OF JESUS OF THE DIVINE MERCY 33826 BEACONSFIELD ST CLINTON TOWNSHIP MI 48035 432046170 501(C)(3) 5250 0 GENERAL SUPPORT THE SOCIETY FOR THE PROPAGATION OF THE FAITH 12 STATE STREET DETROIT MI 48226 501(C)(3) 7021 0 GENERAL SUPPORT UNIVERSITY OF DETROIT JESUIT HIGH SCHOOL AND ACADEMY 8400 S CAMBRIDGE DETROIT MI 48221 381360587 501(C)(3) 15100 0 GENERAL SUPPORT UNIVERSITY OF NOTRE DAME 724 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 25000 0 GENERAL SUPPORT URBAN HOPE INC 77 ALASKA STREET STATEN ISLAND NY 10310 274637480 501(C)(3) 20000 0 GENERAL SUPPORT WESTSIDE CHRISTIAN ACADEMY 9540 BRAMELL DETROIT MI 48239 383205955 501(C)(3) 10000 0 GENERAL SUPPORT WORD ON FIRE CATHOLIC MINISTRIES PO BOX 170 DES PLAINES IL 60016 261448551 501(C)(3) 10000 0 GENERAL SUPPORT 79 PART I, LINE 2: CATHOLIC FOUNDATION OF MICHIGAN KEEPS RECORDS FOR DONOR DIRECTED GRANTS. THE FOUNDATION VERIFIES WHETHER THEY ARE FULFILLING THE PLEDGE OR NOT AND ALSO THAT THE GRANTS ARE CONSISTENT WITH CATHOLIC VALUES. GRANTS WERE MEASURED IN ACCORDANCE TO THE FOLLOWING BASIC REQUIREMENTS: 1. THE MISSION, VALUES AND BEHAVIORS IN LINE WITH CATHOLIC TEACHINGS 2. ORGANIZATION IS A U.S. 501(C)(3) WITH AUDITED FINANCIAL STATEMENTS 3. NONPROFIT ENTITIES IN MICHIGAN THAT SERVE COMMUNITIES PRIMARILY IN MICHIGAN WE DID NOT FUND THE FOLLOWING: -INDIVIDUALS -FUNDS DESIGNATED FOR ENDOWMENT, DEFICIT FINANCING, CAPITAL CAMPAIGNS, OR LOANS -PROGRAMS OPERATED TO BENEFIT FOR-PROFIT ORGANIZATIONS -ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF ANY FEDERALLY PROTECTED STATUS THE GRANT AND IMPACT COMMITTEE IS COMPRISED OF 10 CATHOLIC FOUNDATION VOLUNTEERS AND ANGELA MOLONEY, CEO AND PRESIDENT OF CATHOLIC FOUNDATION OF MICHIGAN. THE COMMITTEE REVIEWED ALL GRANT APPLICATIONS AND MADE A FINAL RECOMMENDATION. ALL GRANT RECOMMENDATIONS WERE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL IN THE OCTOBER BOARD MEETING. COMPETITIVE GRANTS ARE CREATED THROUGH AN ONLINE GRANT PROGRAM. ORGANIZATIONS ANSWER VARIOUS QUESTIONS IN A LETTER OF INTENT WHICH CHECKS FOR ELIGIBILITY. THESE QUESTIONS ARE CONSISTENT WITH REQUIREMENTS FOR DONOR ADVISED GRANTING, FOR EXAMPLE IS THE ORGANIZATION IN LINE WITH CATHOLIC TEACHINGS. ALL THIS INFORMATION IS SAVED AND ARCHIVED WITHIN THE SYSTEM. X X 0 0 0 0 0 0 0 0 0 ANGELA MOLONEY PRESIDENT & CEO 130464 0 0 0 0 0 11329 0 30004 0 171797 0 0 0 X 23 1208360 INVESTMENT REPORT 0 1 1 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: MERRILL LYNCH SELLS SECURITIES UPON RECEIPT OF THE GIFT FORM 990, PART VI, SECTION A, LINE 2 MR. ROBERT J. DIEHL JR. AND MR. CHRIS DINE BOTH WORK FOR BODMAN PLC IN DETROIT, MI. ARCHBISHOP VIGNERON, FR. JEFFREY DAY AND THOMAS SCHOLLER ALL WORK FOR THE ARCHDIOCESE OF DETROIT. FORM 990, PART VI, SECTION A, LINE 7B ARTICLES I, II, IV, AND IX OF THE CORPORATION'S ARTICLES OF INCORPORATION MAY NOT BE AMENDED, RESTATED, OR REPEALED WITHOUT THE EXPRESS WRITTEN CONSENT OF THE ARCHBISHOP OF THE ARCHDIOCESE OF DETROIT ("THE ARCHBISHOP") . ARTICLE I OF THE CORPORATION'S ARTICLES OF INCORPORATION MAY BE AMENDED BY THE ARCHBISHOP WITHOUT A VOTE OF THE DIRECTORS. THE CORPORATION'S BYLAWS MAY NOT BE AMENDED, RESTATED OR REPEALED WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE ARCHBISHOP. THE CORPORATION MAY NOT BE MERGED, DISSOLVED, OR CONVERTED AND MAY NOT FILE FOR BANKRUPTCY, PETITION FOR RECEIVERSHIP, MAKE AN ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR UNDERTAKE ANY SIMILAR REMEDY OR PROCEEDING, WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE ARCHBISHOP. FORM 990, PART VI, SECTION B, LINE 11B BOARD TREASURER WILL REVIEW AND SHARE WITH FINANCE COMMITTEE. BOARD OF DIRECTORS APPROVE/RATIFY APPROVAL WHEN COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD OF DIRECTORS REVIEW, ACKNOWLEDGE AND SIGN CONFLICT OF INTEREST POLICY. THE SIGNED POLICY IS KEPT ON FILE AT THE ORGANIZATION. IF A CONFLICT OF INTEREST ARISES, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE TRANSACTION OR ARRANGEMENT INVOLVING THE PERSON WITH A CONFLICT OF INTEREST IS DISCUSSED AND VOTED ON. FORM 990, PART VI, SECTION B, LINE 15 NATIONAL AND LOCAL STANDARDS WERE REVIEWED BY BOARD HIRING COMMITTEE AND OUTSIDE HIRING CONSULTANT. THE BOARD CHAIR CONSULTED WITH THE EXECUTIVE COMMITTEE PRIOR TO THE FINAL SELECTION AND COMPENSATION OFFER. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS IN ANNUAL REPORT AVAILABLE ON WEBSITE. GOVERNING DOCUMENTS AVAILABLE BY WRITTEN REQUEST. FORM 990, PART VI, LINE 7A: PER THE BYLAWS, THE ARCHBISHOP OF THE ARCHDIOCESE OF DETROIT ("THE ARCHBISHOP") CAN NOMINATE POTENTIAL INDIVIDUALS TO SERVE ON THE BOARD OF DIRECTORS. ALL DIRECTORS (OTHER THAN EX OFFICIO DIRECTORS) ARE ELECTED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE AT THE ANNUAL BOARD MEETING, PROVIDED THAT THE ARCHBISHOP NOMINEES SHALL BE ELECTED FROM AMONG THESE PERSONS NOMINATED BY THE ARCHBISHOP. THE ARCHBISHOP NOMINEES, TOGETHER WITH THE EX OFFICIO DIRECTORS, SHALL CONSTITUTE AT LEAST A SIMPLE MAJORITY OF THE BOARD OF DIRECTORS, AND THE NUMBER OF ARCHBISHOP NOMINEES PLUS THE NUMBER OF EX OFFICIO DIRECTORS SHALL NOT EXCEED 75% OF THE TOTAL NUMBER OF DIRECTORS THEN IN OFFICE. WITH RESPECT TO ELECTION OF THE PRESIDENT, ONE OF THE DIRECTORS VOTING IN FAVOR OF THE ELECTION MUST BE THE ARCHBISHOP. FORM 990, PART XI, LINE 9: CHANGE IN ASSETS HELD FOR OTHERS -9,005,717. FORM 990, PART XII, LINE 2C: THE PROCESS THAT THE AUDIT COMMITTEE PERFOMS, WHO ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, HAS NOT CHANGED FROM PRIOR YEAR.