2024-11-13T20:55:48-06:00 2023-12-31 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2023-01-01 842235389 CCF-LA SUPPORTING ORGANIZATION CCF- 2134261180 330 N BRAND BLVD 640 GLENDALE CA 91203 KATHLEEN H ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 2134261180 2024-11-08 1 0 LAUREN A HAVERLOCK P00545829 8185771900 2024-10-31 2023 2024-10-15 13:58:12Z X KATHLEEN H ANDERSON 330 N BRAND BLVD 640 GLENDALE CA 91203 109539795 0 X N/A X 2019 CA DONOR ADVISED FUND GRANTING TO CHARITIES WITH CATHOLIC VALUES. 17 17 0 19 363760 360334 88049692 0 0 0 11373396 11542605 0 0 99423088 11542605 14042901 45430417 0 0 0 0 0 0 0 1977288 2640564 16020189 48070981 83402899 -36528376 293041610 282733446 0 0 293041610 282733446 DONOR ADVISED FUND GRANTING TO CHARITIES SUPPORTING CATHOLIC VALUES. 0 0 45323630 45094630 EDUCATION:GRANTS ARE MADE PRIMARILY TO SUPPORT CATHOLIC INNER CITY SCHOOL FACILITY IMPROVEMENTS, SCHOLARSHIP PROGRAMS, TEACHER COMPENSATION, AND OTHER GRANTS TO SUPPORT PRIVATE CATHOLIC SCHOOLS AND HIGHER EDUCATION. 313787 313787 PARISHES:GRANTS MADE IN SUPPORT OF CATHOLIC PARISHES, SEMINARIES, AND OTHER RELIGIOUS CAUSES. 22000 22000 SOCIAL SERVICES:GRANTS ARE MADE TO SUPPORT ORGANIZATIONS, RELIGIOUS ORDERS, HEALTHCARE, CAPITAL CAMPAIGNS, MUSIC AND ART PROGRAMS. 45659417 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 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 X 17 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KATHLEEN H ANDERSON 2134261180 330 N BRAND BLVD STE 640 GLENDALE CA 91203 KATHLEEN ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 10.00 30.00 X 0 313740 2499 ANDREW O'BOYLE CFO AND TREASURER (THRU 10/23) 10.00 30.00 X 0 270634 20397 TIMOTHY MATTHEW HANSEN - SR DIR OF OPER & CORP SEC (THRU 10/23) 10.00 30.00 X 0 229999 20334 ARMANDO NEVAREZ CONTROLLER & TREASURER 10.00 30.00 X 0 184443 13183 TANIA NAAMAN - DIRECTOR OF CLIENT SERVICES AND CORP SECRETARY 10.00 30.00 X 0 151468 12578 JIMMY OZAETA VP AND ASSISTANT TREASURER 10.00 30.00 X 0 133015 6995 MARGARET BYRNE - HEAD OF DEV & ASST TREASURER (THRU 02/23) 10.00 30.00 X 0 43407 12199 WILLIAM WARDLAW CHAIRMAN 2.00 2.00 X X 0 0 0 LOUIS CASTRUCCIO VICE CHAIRMAN 1.00 1.00 X X 0 0 0 EDWARD ROOHAN VICE CHAIRMAN 1.00 1.00 X X 0 0 0 FATHER JIM ANGUIANO EX-OFFICIO 0.50 0.50 X 0 0 0 KEVIN BENDER DIRECTOR 0.50 0.50 X 0 0 0 ROBERT BOADA DIRECTOR 1.00 1.00 X 0 0 0 MSGR JARLATH CUNNANE DIRECTOR 0.25 0.25 X 0 0 0 DAVID DEVITO DIRECTOR 0.50 0.50 X 0 0 0 BISHOP MATTHEW ELSHOFF DIRECTOR 0.75 0.75 X 0 0 0 ARCHBISHOP JOSE GOMEZ EX-OFFICIO 0.50 0.50 X 0 0 0 JOHN MCNAMEE DIRECTOR 1.00 1.00 X 0 0 0 JOHN MORRISSEY DIRECTOR 1.00 1.00 X 0 0 0 FATHER BRIAN NUNES EX-OFFICIO (THRU 09/23) 0.25 0.25 X 0 0 0 BISHOP DAVID G O'CONNELL DIRECTOR (THRU 02/23) 0.50 0.50 X 0 0 0 DELIA ROGES DIRECTOR 0.25 0.25 X 0 0 0 RAUL SALINAS DIRECTOR 0.50 0.50 X 0 0 0 JOHN SMET DIRECTOR 0.25 0.25 X 0 0 0 RANDOLPH STEINER EX-OFFICIO 0.25 0.25 X 0 0 0 CARRIE SHEA TILTON DIRECTOR 0.50 0.50 X 0 0 0 0 1326706 88185 0 0 1 0 CATHOLIC COMMUNITY FOUNDATION OF LA 330 N BRAND BLVD STE 640 GLENDALE CA 91203 MANAGEMENT & INVESTMENT SERVICES 1193017 CASE COMMUNICATIONS 2101 E 15TH ST NEWPORT BEACH CA 92663 VIDEOGRAPHY SERVICES 150000 2 10176589 363760 9812829 99363206 97997190 1366016 1366016 1366016 11542605 0 363760 11178845 45430417 45430417 1193017 1193017 269697 269697 229000 229000 80 80 TAXES & LICENSES 948770 948770 48070981 45659417 2411564 0 23916758 5419706 88053777 96678461 181071075 180635279 293041610 282733446 0 0 X 293041610 282733446 293041610 282733446 293041610 282733446 X -36528376 26583972 -363760 X 0 1 X 1 0 X X X 1 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 383941057 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 SCHEDULE A, PART IV, SECTION A, LINE 6: CCF-LA SUPPORTING ORGANIZATION PROVIDES GRANTS TO OTHER ENTITIES THAT ARE SUPPORTED BY THE CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES. THE ENTITIES HAVE THE SAME GOVERNING BODY, AND ALL GRANTS PROVIDED BY CCF-LA SUPPORTING ORGANIZATION ARE GIVEN WITH THE EXPRESS APPROVAL OF THE SUPPORTED ORGANIZATION. SCHEDULE A, PART IV, SECTION A, LINE 9C: DISQUALIFIED PERSONS HAD OWNERSHIP INTERESTS IN ASSETS IN WHICH THE SUPPORTING ORGANIZATION ALSO HAD AN INTEREST, BUT THE DISQUALIFIED PERSONS ARE NOT GENERAL PARTNERS IN THESE INVESTMENTS. 1 0 45659417 282733446 1 1 0 LIMITED PARTNERSHIP INTERESTS 180635279 C 180635279 X PART X, LINE 2: THE SUPPORTING ORGANIZATION IS EXEMPT FROM FEDERAL TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. CONTRIBUTIONS TO THE SUPPORTING ORGANIZATION QUALIFY FOR A CHARITABLE TAX DEDUCTION TO DONORS. THE SUPPORTING ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION, THE STATE OF CALIFORNIA, AND OTHER STATES, AS NECESSARY. UNCERTAIN TAX PROVISIONS, IF ANY, ARE RECORDED WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (PREVIOUSLY FASB INTERPRETATION NO. 48). FASB ASC 740 REQUIRES THE RECOGNITION OF A LIABILITY FOR A TAX POSITION THAT DOES NOT MEET THE MORE-LIKELY-THAN-NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE WAS NO LIABILITY FOR UNCERTAIN TAX POSITION RECORDED AT DECEMBER 31, 2023 OR 2022. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 70656930 0 0 0 0 0 0 70656930 0 70656930 1 0 1 1 1 0 1 ANNUNCIATION CATHOLIC SCHOOL 1408 E 36TH AVENUE DENVER CO 80205 840522064 501(C)(3) 983944 0 SCHOOL IMPROVEMENTS ARCHDIOCESE OF GALVESTON-HOUSTON 1700 SAN JACINTO STREET HOUSTON TX 77002 746018777 501(C)(3) 2443602 0 SCHOOL PROJECTS, FACILTY & SCHOOL IMPROVEMENTS ARCHDIOCESE OF LOS ANGELES 3424 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 90010 951642382 501(C)(3) 24049897 0 SCHOOL IMPROVEMENTS, NEI: TUITION CANTICLE INC 9843 BRIGHT STREET SPRING VALLEY CA 91977 853043069 501(C)(3) 10000 0 EVENT CATHEDRAL HIGH SCHOOL 1253 BISHOPS ROAD LOS ANGELES CA 90012 954598507 501(C)(3) 263268 0 SCHOOL IMPROVEMENTS, FUNDRAISING EVENT CATHOLIC SCHOOLS COLLABORATIVE 312 EAST 1ST STREET SUITE 242 LOS ANGELES CA 90012 462857504 501(C)(3) 300000 0 GENERAL SUPPORT CRISTO REY ORANGE COUNTY HIGH SCHOOL 2204 WEST MCFADDEN AVENUE SANTA ANA CA 92704 843879474 501(C)(3) 232225 0 SCHOOL DEVICES & DESK PHONES CRISTO REY SAN DIEGO HIGH SCHOOL 1228 S 38TH STREET SAN DIEGO CA 92113 821922472 501(C)(3) 321446 0 SCHOOL IMPROVEMENT DIOCESE OF PHOENIX 400 EAST MONROE PHOENIX AZ 85004 860223974 501(C)(3) 5623751 0 INTER-CITY SCHOOL IMPROVEMENTS DIOCESE OF SAN BERNARDINO 1201 EAST HIGHLAND AVENUE SAN BERNARDINO CA 92404 953293896 501(C)(3) 2033428 0 SCHOOL IMPROVEMENTS, TUITION, SCHOOL BUILDING PROJECTS DIOCESE OF SAN JOSE 1150 N FIRST STREET SUITE 100 SAN JOSE CA 95112 942734503 501(C)(3) 1144877 0 SCHOOL IMPROVEMENTS DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 943356021 501(C)(3) 75987 0 BLENDED LEARNING GRANT FULCRUM FOUNDATION 710 NINTH AVENUE SEATTLE WA 98104 161616262 501(C)(3) 2639632 0 SCHOOL IMPROVEMENTS HOLY CROSS CATHOLIC COMMUNITY 210 HIGH STREET SANTA CRUZ CA 95060 941658139 501(C)(3) 58791 0 IMPROVEMENTS AT HOLY CROSS SCHOOL HOLY NAMES HIGH SCHOOL 4660 HARBORD DRIVE OAKLAND CA 94618 941546648 501(C)(3) 188779 0 TECHNOLOGY AND MAINTENANCE IMPROVEMENTS AT THE SCHOOL HUNTINGTON LIBRARY AND GARDENS 1151 OXFORD ROAD SAN MARINO CA 91108 951644589 501(C)(3) 10000 0 ANNUAL DONATION MATER DEI HIGH SCHOOL 1202 W EDINGER AVENUE SANTA ANA CA 92707 951648193 501(C)(3) 210000 0 CAMPUS IMPROVEMENT MISSION DOLORES ACADEMY 3371 16TH STREET SAN FRANCISCO CA 94114 202849575 501(C)(3) 133386 0 TO SUPPORT THE WORK OF MISSION DOLORES ACADEMY, SCHOOL IMPROVEMENT, OPERATIONS OUR LADY'S SCHOOL 650 24TH STREET SAN DIEGO CA 92102 273860630 501(C)(3) 438018 0 SCHOOL IMPROVEMENTS PASTOR OF ST CHARLES SCHOOL 929 18TH STREET SAN DIEGO CA 92154 273859426 501(C)(3) 7938 0 SCHOOL IMPROVEMENTS ROMAN CATHOLIC DIOCESE OF CHARLOTTE C/O PROPERTIES DEPARTMENT 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561000633 501(C)(3) 1512997 0 SCHOOL IMPROVEMENTS ROMAN CATHOLIC DIOCESE OF ORANGE 13280 CHAPMAN AVENUE GARDEN GROVE CA 92840 330934571 501(C)(3) 801739 0 SCHOOL IMPROVEMENTS SALESIAN COLLEGE PREP 2851 SALESIAN AVENUE RICHMOND CA 94804 941156603 501(C)(3) 742219 0 SCHOOL IMPROVEMENTS ST AGNES CATHOLIC SCHOOL 2311 E PALM LANE PHOENIX AZ 85006 300514530 501(C)(3) 33000 0 2023-2024 DE LA SALLE INNOVATION SCHOOL MODEL PROGRAM ST CATHERINE'S ACADEMY 215 N HARBOR BOULEVARD ANAHEIM CA 92805 951855672 501(C)(3) 19308 0 FENCING IMPROVEMENTS ST JOHN PAUL THE GREAT CATHOLIC HIGH SCHOOL 2330 S SHERMAN STREET DENVER CO 80210 871489254 501(C)(3) 10000 0 TUITION ASSISTANCE ST JOHN'S SEMINARY 5012 SEMINARY ROAD CAMARILLO CA 93012 951642384 501(C)(3) 8800 0 ANNUAL FUNDRAISING GALA ST JOSEPH SCHOOL 2460 GOLD STREET REDDING CA 96001 941337645 501(C)(3) 25000 0 TUITION ASSISTANCE ST MARY OF THE PURIFICATION CATHOLIC SCHOOL 3002 ROSEDALE HOUSTON TX 77004 746018777 501(C)(3) 40146 0 NEW WINDOW SHADE COVERINGS AND PLAYGROUND SHADE COVERING ST MATTHEW CATHOLIC SCHOOL 320 N 20TH DRIVE PHOENIX AZ 85009 352350775 501(C)(3) 33000 0 2023-2024 DE LA SALLE INNOVATION SCHOOL MODEL PROGRAM ST ODILIA SCHOOL 5300 HOOPER AVENUE LOS ANGELES CA 90011 951971155 501(C)(3) 50000 0 SHEA GRANT FOR FURNITURE & TECHNOLOGY IMPROVEMENTS STS PETER AND PAUL CATHOLIC STEM SCHOOL 3900 PIERCE STREET WHEAT RIDGE CO 80033 840448043 501(C)(3) 234091 0 SCHOOL IMPROVEMENTS VISION TO LEARN 12100 WILSHIRE BLVD STE 1275 LOS ANGELES CA 90025 453457853 501(C)(3) 703150 0 VISION TO LEARN PROJECTS VITERBI SCHOOL OF ENGINEERING (USC) 3650 MCCLINTOCK AVENUE OHE 200 LOS ANGELES CA 90089 953168340 501(C)(3) 10000 0 GENERAL SUPPORT XAVIER COLLEGE PREPARATORY HIGH SCHOOL 34200 COOK STREET PALM DESERT CA 92211 710908497 501(C)(3) 15000 0 TUITION ASSISTANCE PROGRAM 35 0 PART I, LINE 2: GRANTS TO ORGANIZATIONS ARE MADE SUBJECT TO THE TAX-EXEMPT PURPOSES DESCRIBED IN THE GRANT AWARD LETTER. RECEIPT OF THE FUNDS CONFIRMS THE ORGANIZATION'S INTENT TO USE THE FUNDS FOR ITS STATED PURPOSE. 1 0 0 0 0 0 0 0 0 KATHLEEN ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 0 313740 0 0 0 0 0 0 0 2499 0 316239 0 0 ANDREW O'BOYLE CFO AND TREASURER (THRU 10/23) 0 250237 0 0 0 20397 0 9153 0 11244 0 291031 0 0 TIMOTHY MATTHEW HANSEN - SR DIR OF OPER & CORP SEC (THRU 10/23) 0 208124 0 0 0 21875 0 9801 0 10533 0 250333 0 0 ARMANDO NEVAREZ CONTROLLER & TREASURER 0 184443 0 0 0 0 0 5667 0 7516 0 197626 0 0 TANIA NAAMAN - DIRECTOR OF CLIENT SERVICES AND CORP SECRETARY 0 151468 0 0 0 0 0 2455 0 10123 0 164046 0 0 PART I, LINE 3 THE ORGANIZATION'S OFFICERS ARE COMPENSATED BY CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES, A RELATED ORGANIZATION. CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES UTILIZED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION OF CCF-LA SUPPORTING ORGANIZATION'S OFFICERS: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE COMPENSATION COMMITTEE OR BOARD. PART I, LINE 4A TIMOTHY MATTHEW HANSEN RECEIVED A SEVERANCE PAYMENT OF $21,875, FOR WHICH THE ORGANIZATION ISSUED A 1099 DIRECTLY TO HIS BENEFICIARY. THIS AMOUNTS IS IN SCHEDULE J, PART II, COLUMN B(III). ANDREW O'BOYLE RECEIVED A SEVERANCE PAYMENT OF $20,397. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). FORM 990, PART VI, SECTION A, LINE 3 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES PROVIDES MANAGEMENT AND INVESTMENT SERVICES TO CCF-LA SUPPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 ARCHBISHOP GOMEZ APPOINTS THE MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ARCHBISHOP GOMEZ APPOINTS THE MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY STAFF AND THE AUDIT COMMITTEE. A PUBLIC DISCLOSURE COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. THE BOARD MEMBERS ARE INFORMED THE SCHEDULE B IS OMITTED FROM THE COPY PROVIDED, BUT THAT SCHEDULE B IS AVAILABLE BY REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNING OF CONFLICT OF INTEREST POLICY BY OFFICERS, DIRECTORS, AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OF THE ORGANIZATION ARE DETERMINED BY A RELATED ORGANIZATION, THE CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES. THE EXECUTIVE DIRECTOR/PRESIDENT, CHIEF FINANCIAL OFFICER/TREASURER, AND GENERAL COUNSEL/SECRETARY'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION AND IS DETERMINED BY USING COMPARATIVE DATA OF LIKE POSITIONS AND INDEPENDENT COMPENSATION SURVEYS. THE CHAIRMAN OF THE BOARD CONDUCTS THE PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR/PRESIDENT. THE EXECUTIVE DIRECTOR/PRESIDENT CONDUCTS THE PERFORMANCE REVIEWS OF THE CHIEF FINANCIAL OFFICER/TREASURER, GENERAL COUNSEL/SECRETARY, AND ALL THOSE WHO REPORT TO HER. ALL OTHER MANAGEMENT POSITION COMPENSATION IS REVIEWED BY THE COMPENSATION BOARD WHICH IS COMPRISED OF THE VICE CHAIR OF THE BOARD, THE CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.CATHOLICCF-LA.ORG. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS -363,760. FORM 990, PART VII: TIMOTHY MATTHEW HANSEN RECEIVED A SEVERANCE PAYMENT OF $21,875, FOR WHICH THE ORGANIZATION ISSUED A 1099 DIRECTLY TO HIS BENEFICIARY. THIS AMOUNTS IS IN SCHEDULE J, PART II, COLUMN B(III). CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 330 N BRAND BLVD STE 640 GLENDALE CA 91203 383941057 GRANTMAKING CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1