2024-02-28T14:30:39-06:00 2023-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2022-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 Nancy Coveny PRESIDENT 4044979440 2024-05-15 true Nancy Coveny 999009999 SABRE J LINAHAN P01372980 4048746244 2024-05-15 3 2022 2023-04-26 12:10:37Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 17368017 false X WWW.CFNGA.COM X 1992 GA THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. 28 25 13 19 0 10972005 11279056 199431 271289 2069623 2869576 0 0 13241059 14419921 3050657 2910505 0 0 748885 866148 0 0 619100 308427 469760 4107969 4246413 9133090 10173508 101689648 119208830 28457383 35472810 73232265 83736020 X THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. WE ATTRACT, PROFESSIONALLY MANAGE, AND INVEST GIFTS TO SUPPORT THE CURRENT AND LONG TERM FINANCIAL NEEDS OF PARISHES, SCHOOLS, CHARITIES, AND OTHER MINISTRIES. false false 2910505 2910505 PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE OF ATLANTA THROUGH OUR COMPETITIVE GRANTS PROGRAMS, DONOR ADVISED FUND GRANTS AND THROUGH ENDOWMENT DISTRIBUTION GRANTS. 134767 PROVIDE PLANNED GIVING AND ENDOWMENT BUILDING SERVICES, INCLUDING EDUCATION, MAILINGS, TRAINING, PUBLIC SPEAKING TO PARISH AND SCHOOL GROUPS, AND ONE-ON-ONE MEETINGS WITH PARISHIONERS. 271289 RECEIVE AND MANAGE ENDOWMENT AND DONOR ADVISED FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT AND DONOR ADVISED FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. FOR ENDOWMENT FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. 3045272 true true false false false true false false true true true false false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 14 0 true 13 true false false false false false false false false false false false false false false false X 28 25 true false false false false false false true true false false true true true true true true true true false GA X JOHN RONCO 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 40.0 0.0 X 143543 0 24750 BRIAN DOOLING DIRECTOR 1.0 40.0 X 0 109513 22708 JOHN RONCO DIRECTOR OF FINANCE 40.0 0.0 X 92287 0 21674 MOST REVEREND GREGORY HARTMAYER DIRECTOR 1.0 40.0 X 0 42576 24402 REVEREND HENRY ATEM DIRECTOR 1.0 40.0 X 0 32508 30730 Michael Petrik PAST Chair 1.0 0.0 X X 0 0 0 Jean Harvey Johnson Secretary 1.0 0.0 X X 0 0 0 LISA CHURCHFIELD Deputy Treasurer 1.0 0.0 X X 0 0 0 MATTHEW GRIES CHAIR 1.0 0.0 X X 0 0 0 DONNA BERGESON Treasurer 1.0 0.0 X X 0 0 0 MAURIZIO AGRESTA DIRECTOR 1.0 0.0 X 0 0 0 BILL ALLEN DIRECTOR 1.0 0.0 X 0 0 0 PHILIP COLETTI DIRECTOR 1.0 0.0 X 0 0 0 ALEJANDRO COSS DIRECTOR 1.0 0.0 X 0 0 0 SALVADOR ARIAS DIRECTOR 1.0 0.0 X 0 0 0 Consuelo Ecuyer DIRECTOR 1.0 0.0 X 0 0 0 DOLLY FAIRCLOUGH DIRECTOR 1.0 0.0 X 0 0 0 KATHY FERRELL DIRECTOR 1.0 0.0 X 0 0 0 CHERISH DE LA CRUZ DIRECTOR 1.0 0.0 X 0 0 0 JOANIE GROSS DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW HARRIS DIRECTOR 1.0 0.0 X 0 0 0 BRENT HERRIN VICE CHAIR 1.0 0.0 X X 0 0 0 MICHAEL MCENANEY DIRECTOR 1.0 0.0 X 0 0 0 Bjay Pak DIRECTOR 1.0 0.0 X 0 0 0 Sant Perez DIRECTOR 1.0 0.0 X 0 0 0 JOHN RHETT DIRECTOR 1.0 0.0 X 0 0 0 DICK WHITE DIRECTOR 1.0 0.0 X 0 0 0 DAVID K WITHERS DIRECTOR 1.0 0.0 X 0 0 0 JODY FOSTER DIRECTOR 1.0 0.0 X 0 0 0 GEORGE LEVERT DIRECTOR 1.0 0.0 X 0 0 0 235830 184597 124264 1 false true false 0 785083 10493973 821266 11279056 FUND MANAGEMENT FEES 523920 271289 271289 271289 1665323 1665323 0 0 0 0 0 4152349 2948096 1204253 1204253 1204253 0 0 0 0 0 0 0 0 0 0 14419921 271289 2869576 2910505 2910505 0 0 0 328687 45470 130377 152840 0 393423 55427 156040 181956 17206 2130 6829 8247 77824 9636 30888 37300 49008 6904 19437 22667 0 0 0 0 0 179139 179139 0 111632 9413 102219 0 0 0 101918 15200 41471 45247 0 0 70008 1384 68624 0 0 2613 2613 0 BOARD AND VOLUNEER EXPENSES 4450 4450 4246413 3045272 582041 619100 X 1966323 1064673 0 705491 0 0 2403 728 0 0 0 0 0 0 0 0 8403 52148 48804 33218 2106 15586 99710413 116928040 0 0 0 0 0 0 0 442164 101689648 119208830 49250 44727 0 0 0 5261 0 0 120177 127450 0 0 0 0 0 0 28287956 35295372 28457383 35472810 X 14848058 19323761 58384207 64412259 73232265 83736020 101689648 119208830 X 10173508 4047359 -3717112 X false true X true false X 4414843 7661492 6246861 10972005 8279056 37574257 0 0 4414843 7661492 6246861 10972005 8279056 37574257 2045589 35528668 1203536 1119839 1125084 931090 1665323 6044872 0 0 43619129 981193 0.81452 0.78803 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 4024909 933388 13873564 true true false true 72390926 6984413 6203106 2733463 82844982 79371370 7104312 -11260692 2824064 72390926 65124335 1508739 16029197 2935678 177612 177611 79371370 62077042 4551903 950724 2147285 154025 154024 65124335 60651181 1384685 2966341 2255821 234105 435239 62077042 0.22250 0.49160 0.28590 false false 19379 3979 15400 22825 22639 186 6600 6600 0 15586 0 BENEFICIARY ENDOWMENTS 34710314 CHARITABLE GIFT ANNUITY PAYABL 84259 DUE TO ARCHDIOCESE OF ATLANTA 10090 DUE TO/FROM INTERFUNDS 0 OPERATING LEASE LIABILITY 490709 35295372 X 14229163 4047359 34388 4081747 10147416 4272505 4272505 14419921 3725408 34388 34388 3691020 555393 555393 4246413 PART IV, LINE 2B THE FOUNDATION MANAGES ONE FUND FOR THE ARCHDIOCESE, WHO ACTS AS THE TRUSTEE. THE FUND IS INVESTED AND MANAGED IN THE FOUNDATION'S NAME AND THE FOUNDATION RECEIVES A FEE FOR MANAGING THE FUND. THE FUND IS INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND IS REPORTED AS CUSTODIAL FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. DISTRIBUTIONS FROM THE FUND ARE MADE AT THE BENEFICIARY'S REQUEST AND IN ACCORDANCE WITH THE FOUNDATION'S POLICIES AND PROCEDURES. PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO PROVIDE VARIOUS SUPPORT, THROUGH ANNUAL GRANTS AND DISTRIBUTIONS, TO CHURCHES, SCHOOLS, MINISTRIES, AND NON-PROFIT ORGAINZATIONS IN ACCORDANCE WITH THE DONOR'S INTENTIONS. PART X, LINE 2 The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, as amended, and is classified by the Internal Revenue Service as other than a private foundation. Accordingly, no provision or liability for federal and state income taxes has been recorded in the accompanying financial statements. The Foundation annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Foundation takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Foundation is subject to examination by the federal and state taxing authorities. In general, the Foundation is no longer subject to tax examinations for tax years ending before June 30, 2020. Part XI Line 4b Beneficiary Endowment Funds Revenue Part XII Line 4b Beneficiary Endowment Funds Expenses true Roman Catholic Archdiocese of Atlanta Inc 2401 Lake Park Drive SE Smyrna GA 30080 833566129 501 (c) (3) 400700 General Operations and Education and Care of Priest Atlanta Police Foundation 191 Peachtree Street NE 191 Atlanta GA 30303 842208967 501 (c) (3) 12000 Donor Advised Funds Blessed Trinity Catholic High School 11320 Woodstock Rd Roswell GA 300752548 582068525 501 (c) (3) 18000 General Operations and Donor Advised Funds Cathedral of Christ the King 2699 Peachtree Rd NE Atlanta GA 303053666 580644901 501 (c) (3) 57800 General Operations and Donor Advised Funds Catholic Answers PO Box 199000 San Diego CA 921599940 953754404 501 (c) (3) 10000 Donor Advised Funds Catholic Charities Atlanta Inc 2401 Lake Park Drive Smyrna GA 300808862 581097003 501 (c) (3) 147000 General Operations and Donor Advised Funds Catholic Church of St Ann 4905 Roswell Rd Marietta GA 300626500 581337214 501 (c) (3) 12100 General Operations Catholic Foundation of North Georgia Inc 5871 Glenridge Drive Suite 300 Atlanta GA 30328 582008930 501 (c) (3) 315528 General Operations and Donor Advised Funds Choices Pregnancy Care Center PO Box 52 Gainesville GA 305030052 581721806 501 (c) (3) 14000 Donor Advised Funds Christ the King School 46 Peachtree Way NE Atlanta GA 303053736 580644901 501 (c) (3) 12900 General Operations and Donor Advised Funds City of Refuge 1300 Joseph E Boone Boulevard Atlanta GA 30314 582194642 501 (c) (3) 20000 Donor Advised Funds City Springs Theatre 8601 Dunwoody Place Suite 136 Atlanta GA 30350 821085513 501 (c) (3) 10000 Donor Advised Funds Cool Girls 315 W Ponce De Leon Ave Ste 800 Decatur GA 300302472 581958246 501 (c) (3) 12500 Donor Advised Funds Corpus Christi Catholic Church 600 Mountain View Dr Stone Mountain GA 300833598 581162072 501 (c) (3) 13000 General Operations Cristo Rey Atlanta Jesuit High School 222 Piedmont Avenue NE Atlanta GA 303083306 455550340 501 (c) (3) 15800 General Operations and Donor Advised Funds Divine Mercy Catholic Mission 3542 Clairmont Rd Brookhaven GA 30319 881605002 501 (c) (3) 5800 General Operations Eternal Word Television Network (EWTN) 5817 Old Leeds Rd Irondale AL 352102164 630801391 501 (c) (3) 6000 Donor Advised Funds Holy Redeemer Catholic School 3380 Old Alabama Rd Johns Creek GA 300225053 582416042 501 (c) (3) 9500 General Operations Holy Spirit Catholic Church 4465 Northside Dr NW Atlanta GA 303273698 580969299 501 (c) (3) 40800 General Operations Holy Spirit Preparatory School 4449 Northside Dr NW Atlanta GA 303273623 582141813 501 (c) (3) 11300 General Operations Ignatius House 6700 Riverside Dr Atlanta GA 303282799 580862903 501 (c) (3) 12300 General Operations and Donor Advised Funds Immaculate Heart of Mary Catholic School 2855 Briarcliff Rd NE Atlanta GA 303292598 586012645 501 (c) (3) 14500 General Operations Interfaith Outreach Home PO Box 48075 Doraville GA 303621075 581861762 501 (c) (3) 157000 General Operations and Donor Advised Funds Knights of Columbus Charities of Georgia 1282 Braeburn Dr Lawrenceville GA 30044 203401592 501 (c) (3) 11000 Donor Advised Funds Marist School 3790 Ashford Dunwoody Rd NE Atlanta GA 303191899 580566204 501 (c) (3) 31000 General Operations and Donor Advised Funds Mercy Care Foundation 424 Decatur St Atlanta GA 303121848 581448522 501 (c) (3) 36900 General Operations and Donor Advised Funds Monsignor Walter J Donovan Catholic High School 590 Lavender Rd Athens GA 306061114 651169619 501 (c) (3) 22640 General Operations My Sister's Place 2480 Martin Luther King Blvd Unit Gainesville GA 305015806 161619238 501 (c) (3) 17300 General Operations and Donor Advised Funds Notre Dame Academy 4635 River Green Parkway Duluth GA 30096 841657624 501 (c) (3) 11500 General Operations Our Lady of the Assumption Catholic Church 1406 Hearst Dr NE Brookhaven GA 303192713 580954717 501 (c) (3) 11000 General Operations and Donor Advised Funds Our Lady of the Assumption Catholic School 1320 Hearst Drive NE Brookhaven GA 30319 586003076 501 (c) (3) 35600 General Operations and Donor Advised Funds Our Lady of the Mountains Catholic Church 1908 Waleska Highway 108 Jasper GA 301437038 571195461 501 (c) (3) 13900 General Operations and Donor Advised Funds Pinecrest Academy 955 Peachtree Parkway Cumming GA 300416826 582054020 501 (c) (3) 5500 General Operations Purification Heritage Center PO Box 344 Washington GA 306730344 834674723 501 (c) (3) 13500 Donor Advised Funds Queen of Angels Catholic School 11340 Woodstock Rd Roswell GA 30075 582416044 501 (c) (3) 13200 General Operations Sacred Heart of Jesus Catholic Church Hartwell 1009 Benson St Hartwell GA 306434536 582090176 501 (c) (3) 6000 General Operations Saint Joseph Catholic Church (Dalton) 968 Haig Mill Lake Rd Dalton GA 307207281 580940137 501 (c) (3) 126206 General Operations and Donor Advised Funds Southern University System Foundation PO Box 9723 Baton Rouge GA 708130001 237052911 501 (c) (3) 25000 Donor Advised Funds St Bernadette Catholic Church 100 Evergreen Lane Cedartown GA 301252092 581638738 501 (c) (3) 5800 General Operations St Brigid Catholic Church 3400 Old Alabama Rd Johns Creek GA 300225525 582414769 501 (c) (3) 19200 General Operations St Catherine of Siena Catholic School 1618 Ben King Rd Kennesaw GA 301442945 010552300 501 (c) (3) 21400 General Operations St Catherine of Siena Church 1618 Ben King Rd Kennesaw GA 301442945 581452248 501 (c) (3) 7000 General Operations St John Neumann Regional Catholic School 791 Tom Smith Rd SW Lilburn GA 300472213 581661089 501 (c) (3) 7000 General Operations St John the Evangelist Catholic School 240 Arnold St Hapeville GA 303541500 205200945 501 (c) (3) 18700 General Operations St Joseph Catholic Church Marietta 87 Lacy St NW Marietta GA 300601164 580665896 501 (c) (3) 13200 General Operations and Donor Advised Funds St Joseph Catholic School Athens 958 Epps Bridge Pkwy Athens GA 306063345 580864659 501 (c) (3) 12500 General Operations St Joseph Catholic School Marietta St Joseph Catholic School Marietta GA 30060 810634469 501 (c) (3) 12500 General Operations St Jude the Apostle Catholic School 7171 Glenridge Dr NE Sandy Springs GA 303282698 580877839 501 (c) (3) 8500 General Operations St Mark Catholic Church 5410 Highway 197 S Clarkesville GA 305236512 582035279 501 (c) (3) 5100 General Operations St Mary's Academy 861 Ga-279 Fayetteville GA 30214 582614489 501 (c) (3) 41340 General Operations and Donor Advised Funds St Mary's Catholic Church Rome 911 N Broad St NE Rome GA 301615299 580566224 501 (c) (3) 6000 General Operations St Mary's Catholic Mission Elberton c/o Sacred Heart of Jesus 1009 Ben Hartwell GA 30643 582096197 501 (c) (3) 6000 General Operations St Mary's Catholic School 401 E 7th St SE Rome GA 301613330 412097947 501 (c) (3) 33340 General Operations St Matthew Catholic Church 215 Kirkley Rd Tyrone GA 302901504 582004807 501 (c) (3) 8700 General Operations St Michael Catholic Church 1440 Pearce Cir NE Gainesville GA 305012457 580994090 501 (c) (3) 67010 General Operations and Donor Advised Funds St Paul Center for Biblical Theology 1468 Parkview Circle Steubenville OH 43952 752980638 501 (c) (3) 200000 Donor Advised Funds St Peter Chanel Catholic Church 11330 Woodstock Rd Roswell GA 300752548 582410102 501 (c) (3) 10200 General Operations St Peter Claver Regional Catholic School 2560 Tilson Rd Decatur GA 300325603 581918801 501 (c) (3) 64640 General Operations and Donor Advised Funds St Peter the Rock Catholic Church PO Box 280 The Rock GA 302850280 651207195 501 (c) (3) 6900 General Operations St Philip Benizi Catholic Church 591 Flint River Road Jonesboro GA 302383413 530196617 501 (c) (3) 7000 General Operations St Pius X Catholic High School 2674 Johnson Rd NE Atlanta GA 303451799 580706914 501 (c) (3) 270000 General Operations and Donor Advised Funds and Stu St Thomas Aquinas Catholic Church 535 Rucker Rd Alpharetta GA 300044099 581132909 501 (c) (3) 57300 General Operations St Thomas More Catholic School 630 W Ponce De Leon Ave Decatur GA 300302951 580456277 501 (c) (3) 83400 General Operations St Toribio Romo Catholic Mission 2402 Highway 76 Chatsworth GA 307056349 580940137 501 (c) (3) 6000 General Operations St Vincent de Paul Catholic Church 680 West Memorial Dr Dallas GA 301324123 582410690 501 (c) (3) 6000 General Operations St Vincent de Paul Georgia 2050 Chamblee Tucker Rd Suite C Atlanta GA 30341 581097003 501 (c) (3) 37900 General Operations and Donor Advised Funds The Catholic Shrine of the Immaculate Conception 48 Martin Luther King Jr Dr SW Atlanta GA 303033506 580622965 501 (c) (3) 8600 General Operations The Woodruff Arts Center 1280 Peachtree St NE Atlanta GA 303093502 582107143 501 (c) (3) 7000 Donor Advised Funds University Catholic Center at Emory University 1753 North Decatur Road Atlanta GA 30307 582059468 501 (c) (3) 6600 General Operations and Donor Advised Funds Whispering Angels Youth Ranch Inc 4549 Clarks Bridge Rd Gainesville GA 30506 471406367 501 (c) (3) 8000 General Operations and Donor Advised Funds Zoo Atlanta 800 Cherokee Ave SE Ste A Atlanta GA 303151470 580633971 501 (c) (3) 7000 Donor Advised Funds 71 Part I, Line 2 COMPETITIVE GRANT APPLICANTS COMPLETE THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. STAFF MEMBERS CONDUCT THE DUE DILIGENCE TO ENSURE ALL GRANTEE ORGANIZATIONS ARE ELIGIBLE INCLUDING UTILIZING GUIDESTAR CHARITY CHECK, AND REVIEW APPLICATIONS AND APPLICANT DOCUMENTATION. GRANT COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD OF DIRECTORS APPROVES ALL GRANTS. GRANTEES ARE REQUIRED TO SUBMIT GRANT REPORTS 7-8 MONTHS AFTER GRANT AWARD. ALL GRANTEES MUST SIGN GRANT AGREEMENTS WHICH SPECIFY THE PURPOSE OF THE GRANT AND MUST SUBMIT GRANT REPORTS DETAILING HOW THE GRANT WAS USED. ENDOWMENT DISTRIBUTION GRANTS ARE AWARDED ONCE PER YEAR, BASED ON THE FOUNDATION'S SPENDING POLICY. ELIGIBLE BENEFICIARIES ARE SENT A FORM DESCRIBING THE PURPOSE OF THE ENDOWMENT FUNDS AND THE AMOUNT ELIGIBLE FOR THE DISTRIBUTION. ORGANIZATIONS NOTE HOW MUCH OF THE DISTRIBUTION THEY WISH TO TAKE IN THIS PARTICULAR YEAR AND HOW THE GRANT WILL BE USED. FOUNDATION STAFF COMPARE THE PURPOSE OF THE GRANT DISTRIBUTION WITH THE PURPOSE DESCRIBED BY THE ORGANIZATION IN THE FORM. IF THEY MATCH, THE ENDOWMENT DISTRIBUTION CHECK WILL BE SENT TO THE ORGANIZATION. IF THERE IS A DISCREPANCY BETWEEN THE PURPOSE OF THE ENDOWMENT AND HOW THE ORGANIZATION WISHES TO USE THE GRANT, THE FOUNDATION STAFF WILL CALL THE HEAD OF THE ORGANIZATION TO DISCUSS. FROM THAT CONVERSATION, THE REQUEST FORM WILL EITHER BE APPROVED, DENIED, OR SENT TO THE GRANTS COMMITTEE FOR FURTHER DISCUSSION. IF NEEDED, THE BOARD OF DIRECTORS WILL BE BROUGHT IN FOR APPROVAL OR DENIAL OF THE DISTRIBUTION. DONOR ADVISED FUND GRANTS ARE REQUESTED BY THE DONOR ADVISORS VIA A FORM or through an online portal which states the purpose of the grant AND THAT IT IS ELIGIBLE IN ACCORDANCE WITH GUIDELINES OF THE PENSION PROTECTION ACT. THE STAFF CONDUCTS THE PROPER DUE DILIGENCE TO DETERMINE IF THE ORGANIZATION IS ELIGIBLE FOR A GRANT. IF UNCLEAR, THE REQUEST IS BROUGHT TO THE GRANTS COMMITTEE FOR DISCUSSION AND TO THE BOARD OF DIRECTORS WHEN APPROPRIATE, FOR APPROVAL OR DENIAL. ADDITIONAL INFORMATION GRANTS LISTED IN SCHEDULE I, PART II INCLUDE GRANTS FROM THE FOUNDATION'S DONOR ADVISED FUNDS AND DISTRIBUTIONS FROM ENDOWMENT FUNDS, IN ADDITION TO GRANTS PROVIDED BY THE FOUNDATION'S COMPETITIVE GRANTS PROGRAMS. NUMEROUS GRANTS OF $5,000 OR LESS ARE NOT REPORTED ON SCHEDULE I. ALL THE GRANTS LISTED ABOVE WITH A DONOR ADVISED FUNDS DESIGNATION IN COLUMN (H) - PURPOSE OF GRANT OR ASSISTANCE ARE GRANTS THAT WERE MADE FROM DONOR ADVISED FUNDS MAINTAINED AT THE FOUNDATION. THESE LARGE GRANTS TOTALED $766,138 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. X X false false false false false false false false false NANCY COVENY PRESIDENT 143543 0 0 0 0 0 8613 0 16137 0 168293 0 0 0 X 17 821266 MARKET VALUE false true true PART I, COLUMN B - ITEMS CONTRIBUTED COLUMN B REPORTS NUMBER OF ITEMS RECIEVED. SCHEDULE M, LINE 32B GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO THE CATHOLIC FOUNDATION ACCOUNT AT THE ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND TRANSFERS THE FUNDS VIA ACH TO THE ORGANIZATION. PART VI, SECTION A, LINE 2 MOST REVEREND GREGORY HARTMAYER, REVEREND HENRY ATEM, AND BRIAN DOOLING WORK FOR THE SAME ORGANIZATION - ARCHDIOCESES OF ATLANTA. PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE INCLUDES REPRESENTATIVES FROM THE BOARD OF DIRECTORS. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN PROVIDED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS FILED. PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE GOVERNANCE COMMITTEE EACH YEAR IN DETAIL, AND IF THERE IS ANY CONCERNS OR CONFLICTS, THEY ARE BROUGHT TO THE FULL BOARD FOR DISCUSSION. IF A PERSON HAS A CONFLICT, THIS CONFLICT MUST BE DISCLOSED AND THEY MAY NOT PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER THAT INVOLVES THIS CONFLICT. THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ONCE EVERY YEAR. ANY CHANGES IN THE POLICY WILL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PEOPLE. PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE PRESIDENT UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS FOR OTHER OFFICERS OR KEY EMPLOYEES. THE PRESIDENT OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE PRESIDENT THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Part XI, Line 9 555,393 Beneficiary Endowment Funds Expenses 4,272,505 - Beneficiary Endowment Funds Revenue -------------------------- -3,717,112 = archdiocese of atlanta 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501(C)(3) lINE 1 NA false false true true false false false false false false false false false false false false true false false false ARCHDIOCESE OF ATLANTA C 785083 CASH OR FMV ARCHDIOCESE OF ATLANTA P 144083 Actual Amount ARCHDIOCESE OF ATLANTA B 400700 Actual Amount SCHEDULE R, PART V LINE 1B FOUNDATION MAKES GRANTS TO ARCHDIOCESE OF ATLANTA AND OTHER PARISHES, SCHOOLS, AND ENTITIES WHICH ARE UNDER THE GROUP EXEMPTION. THE PURPOSES AND AMOUNTS OF THOSE GRANTS ARE DISCLOSED ON SCHEDULE I. SCHEDULE R, PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA. DURING THE FISCAL YEAR, $785,083 WAS USED FOR VARIOUS ENDOWMENTS. SCHEDULE R, PART V LINE 1P FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH, RETIREMENT, AND OTHER SIMILAR OPERATING EXPENSES.