2024-11-15T08:02:02-06:00 2024-06-30 471352305 O'CONNELL & COMPANY LLC 165 TOWNSHIP LINE ROAD SUITE 1100 JENKINTOWN PA 190461350 990 2023-07-01 461566557 THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA CATH 2155875650 2133 ARCH STREET SUITE 400 PHILADELPHIA PA 19103 KURT A GABBARD CHIEF FINANCIAL OFFICER 2155875650 2024-11-14 1 1 TERENCE M O'CONNELL CPA P01436232 2158874425 2024-11-15 2023 2024-10-15 13:58:12Z KURT A GABBARD 2133 ARCH STREET SUITE 400 PHILADELPHIA PA 19103 17744397 0 X THECFGP.ORG X 2012 PA THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (CFGP) EXISTS TO BETTER THE MISSION OF THE CATHOLIC CHURCH FOR THE BETTERMENT OF THE LIVES OF PEOPLE. THE FOUNDATION PROVIDES DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONS AND INITIATIVES. 26 23 35 13 0 0 13462124 13385879 3858354 3357381 723110 897663 90122 103474 18133710 17744397 13014200 16380863 0 0 2319001 2617418 0 0 902005 2381569 2623041 17714770 21621322 418940 -3876925 50254564 51513963 11171591 14483977 39082973 37029986 X THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA (CFGP) EXISTS TO BETTER THE MISSION OF THE CATHOLIC CHURCH FOR THE BETTERMENT OF THE LIVES OF PEOPLE. THE FOUNDATION PROVIDES DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONS AND INITIATIVES. 0 0 19440159 16380863 3460855 PROVIDE DONORS AN AVENUE TO FULFILL THEIR CHARITABLE GOALS THROUGH THE SUPPORT OF PROJECTS, PROGRAMS, ORGANIZATIONS, AND INITIATIVES OF A CATHOLIC NATURE THAT RESPOND TO THEIR NEED TO LOVE AND SUPPORT OTHERS. 19440159 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 30 0 35 1 0 0 0 0 0 0 0 0 0 0 X 26 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X KURT A GABBARD 2155875650 2133 ARCH STREET SUITE 400 PHILADELPHIA PA 19103 MSGR FRANCIS W BEACH TRUSTEE EMERITUS 1.00 X 0 0 0 SEAN BERGIN TRUSTEE 1.00 X 0 0 0 REVERAND ERIC BANECKER TRUSTEE 1.00 X 0 0 0 CYNTHIA A BROWN TRUSTEE 1.00 X 0 0 0 JOSEPH CHOTT TRUSTEE 1.00 X 0 0 0 RICHART T CLARK CHAIRMAN 2.00 X X 0 0 0 MATTHEW M COIN TRUSTEE 1.00 X 0 0 0 WILLIAM P CURTIS JR TRUSTEE 1.00 X 0 0 0 KENNETH EWELL TRUSTEE 1.00 X 0 0 0 DR JAMES W FOX IV TRUSTEE 1.00 X 0 0 0 JOSEPH JACOVINI TRUSTEE 1.00 X 0 0 0 BERNARD J KELLEY JR TREASURER 1.00 X X 0 0 0 DAN KERVICK TRUSTEE 1.00 X 0 0 0 SUSAN KIM TRUSTEE 1.00 X 0 0 0 PAUL KLAUDER TRUSTEE 1.00 X 0 0 0 JOSEPH MANGINI VICE-CHAIR 1.00 X X 0 0 0 MAX E MERCADO TRUSTEE 1.00 X 0 0 0 CARLOS MOREIRA TRUSTEE 1.00 X 0 0 0 JOHN MULLEN TRUSTEE EMERITUS 1.00 X 0 0 0 ARCHBISHOP NELSON J PEREZ TRUSTEE 1.00 X 0 0 0 JOSEPH L ROSE TRUSTEE 1.00 X 0 0 0 REVERAND NICK RASHFORD SJ TRUSTEE 1.00 X 0 0 0 DR TAMMY TENAGLIA VICE-CHAIR 1.00 X X 0 0 0 DR ALEXANDER VACCARO SECRETARY 1.00 X X 0 0 0 MICHAEL A VALUCCI TRUSTEE 1.00 X 0 0 0 DAVID WATSON TRUSTEE EMERITUS 1.00 X 0 0 0 SARAH O HANLEY PRESIDENT AND CEO 40.00 X 225995 0 46793 KURT A GABBARD CHIEF FINANCIAL OFFICER 40.00 X 130921 0 47250 EMILY GAMBINO CDO 0.00 X 137270 0 14206 MARGARET SWEENEY CAO 0.00 X 137664 0 19989 GINA DECOLLI CMO 0.00 X 111709 0 6144 743559 0 134382 5 0 1 0 0 13385879 13385879 PROGRAM CONTRACTS 541900 3357381 3357381 3357381 897663 897663 CFGP FUND SERVICE FEES 103474 103474 103474 17744397 3460855 0 897663 16380863 16380863 472000 185934 206665 79401 1648382 996312 161350 490720 15605 8790 2544 4271 263938 160853 20649 82436 217493 122515 35453 59525 28116 12910 13824 1382 51000 23418 25075 2507 190555 190555 365975 168045 179937 17993 263925 121186 129763 12976 148623 83720 24227 40676 183004 84030 89977 8997 179176 100931 29207 49038 5705 5705 3100 3100 15310 15310 48704 48704 PRINTING AND POSTAGE 784834 784834 OFFICE EQUIPMENT 165344 93136 26955 45253 VIDEO PHOTOGRAPHY 116726 53597 57390 5739 BANK FEES 25969 25969 46975 34970 10914 1091 21621322 19440159 1279158 902005 2254326 1204851 8392813 2283053 9958607 6094824 257951 282019 149995 105602 57886 44393 26870935 39285161 2462046 2319662 50254564 51513963 471072 969873 10700519 13514104 11171591 14483977 X 33614143 25234665 5468830 11795321 39082973 37029986 50254564 51513963 -3876925 1823938 0 X 0 1 X 1 0 X 2873568 5433366 18957312 13462124 13385879 54112249 2873568 5433366 18957312 13462124 13385879 54112249 19524072 34588177 327449 284385 416751 723110 897663 2649358 70000 286327 356327 57117934 11292756 0.60560 0.59820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 8949750 17338008 22356638 1 1 5307223 5657829 855527 215620 11604959 5058467 79330 456732 287306 5307223 5599850 354256 -720551 175088 5058467 3593390 1321068 832207 146815 5599850 3287299 203046 187311 84266 3593390 1.00000 0 0 149995 105602 44393 44393 FUNDS HELD FOR OTHERS 11289766 OPERATING LEASE LIABILITY 2224338 13514104 X 19442335 1823938 64555 1888493 17553842 190555 190555 17744397 21495322 64555 64555 21430767 190555 190555 21621322 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR CARE FOR THE AGED/DISABLED, SEMINARIAN FORMATION AND EDUCATION AT ST. CHARLES BORROMEO SEMINARY, AND OTHER PROGRAMS. PART X, LINE 2: INCOME TAXES -- CFGP IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. CFGP HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. CFGP HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ARCHDIOCESE OF PHILADELPHIA - VOCATION OFFICE 100 E WYNNEWOOD ROAD WYNNEWOOD PA 19096 231360839 9000 0 CHARITABLE BLOCS 555 CROTON ROAD SUITE 310 KING OF PRUSSIA PA 19406 232125843 8850 0 CHARITABLE CARITAS IN VERITATE 3443 NORTH CENTRAL AVE SUITE 1002 PHOENIX AZ 85012 452444433 50000 0 CHARITABLE CATHEDRAL BASILICA OF SS PETER AND PAUL 1723 RACE STREET PHILADELPHIA PA 19103 150003 0 CHARITABLE CATHOLIC CHARITIES APPEAL PO BOX 95000 PHILADELPHIA PA 19195 231530528 345861 0 CHARITABLE CATHOLIC LEADERSHIP INSTITUTE 301 LINDENWOOD DRIVE 310 MALVERN PA 19355 232661414 306789 0 CHARITABLE CATHOLIC SOCIAL SERVICES 222 N 17TH STREET PHILADELPHIA PA 19103 231352063 1140000 0 CHARITABLE CHESTNUT HILL COLLEGE PO BOX 12536 NEWARK NJ 07101 231352626 10000 0 CHARITABLE CRANALEITH SPIRITUAL CENTER 13475 PROVTOR ROAD PHILADELPHIA PA 19116 521993128 15000 0 CHARITABLE DIVINE MERCY UNIVERSITY 45145 UNDERWOOD LANE STERLING VA 20166 541911091 35000 0 CHARITABLE DYNAMIC CATHOLIC 5081 OLYMPIC BLVD ERLANGER KY 41018 264549213 10000 0 CHARITABLE GIANNA CENTER OF PHILADELPHIA 2701 DEKALB PIKE EAST NORRITON PA 19401 815448657 20000 0 CHARITABLE GWYNEDD MERCY ACADEMY HIGH SCHOOL PO BOX 902 GWYNEDD VALLEY PA 19437 231740598 60000 0 CHARITABLE GWYNEDD MERCY UNIVERSITY PO BOX 901 GWYNEDD VALLEY PA 19437 231740598 10000 0 CHARITABLE HOLY FAMILY HOME - LITTLE SISTERS OF THE POOR 5300 CHESTER AVE PHILADELPHIA PA 19143 231552179 11786607 0 CHARITABLE HOLY FAMILY UNIVERSITY 9801 FRANKFORD AVENUE PHILADELPHIA PA 19114 231501197 20000 0 CHARITABLE HOLY SAVIOUR PARISH 407 E MAIN STREET NORRISTOWN PA 19401 72000 0 CHARITABLE KUTZTOWN UNIVERSITY 15200 KUTZTOWN ROAD KUTZTOWN PA 19530 232920993 10000 0 CHARITABLE LEGACY OF LIFE FOUNDATION 25 SOUTH MAINT STREET 217 YARDLEY PA 19067 453166872 50000 0 CHARITABLE LIMA CENTRAL CATHOLIC EDUCATION FOUNDATION 720 S CABLE ROAD LIMA OH 45808 344465253 20000 0 CHARITABLE MAN UP PHILLY 2501 SEAPORT DRIVE SUITE SH400 CHESTER PA 19103 461166768 10000 0 CHARITABLE MISERICORDIA UNIVERSITY 301 LAKE STREET DALLAS PA 18612 240795406 10000 0 CHARITABLE MISSIONARY SISTERS OF THE PRECIOUS BLOOD 1094 WELSH ROAD READING PA 19607 76400 0 CHARITABLE NATIONAL CATHOLIC BIOETHICS CENTER 600 REED ROAD SUITE 102 BROOMALL PA 19008 042871526 25000 0 CHARITABLE NATIVITY B V M PARISH 30 E FRANKLIN STREET MEDIA PA 19063 232696351 23181 0 CHARITABLE OUR LADY OF GUADALUPE CHURCH 5194 COLD SPRING CREAMERY ROAD DOYELSTOWN PA 18902 952558669 20000 0 CHARITABLE OUR LADY OF MERCY REGIONAL CATHOLIC SCHOOL 29 CONWELL DRIVE MAPLE GLEN PA 19002 454688528 10681 0 CHARITABLE PENN CATHOLIC NEWMAN COMMUNITY 11 SOUTH 38TH STREET PHILADELPHIA PA 19104 231381391 20000 0 CHARITABLE PENN STATE UNIVERSITY 103 SHIELDS BUILDING UNIVERSITY PARK PA 16802 246000376 45500 0 CHARITABLE REGINA ACADEMIES 44 WESTAWAY LANE WARRINGTON PA 18976 261552348 15000 0 CHARITABLE ROMAN CATHOLIC HIGH SCHOOL 301 N BROAD STREET PHILADELPHIA PA 19107 232956706 43031 0 CHARITABLE SAINT ALOYSIUS PARISH SCHOOL 844 N KEIM STREET POTTSTOWN PA 19464 20469 0 CHARITABLE SAINT AMBROSE CATHOLIC CHURCH (VA) 3901 WOODBURN ROAD ANNANDALE VA 22003 30000 0 CHARITABLE SAINT CHARLES BORROMEO PARISH 1731 HULMEVILLE ROAD BENSALEM PA 19020 231370450 10025 0 CHARITABLE SAINT DAVID PARISH 316 N EASTON ROAD WILLOW GROVE PA 19090 10000 0 CHARITABLE SAINT FRANCIS DE SALES PARISH 4625 SPRINGFIELD AVENUE PHIALDELPHIA PA 19143 180000 0 CHARITABLE SAINT MARGARET CHURCH 208 N NARBERTH AVE NARBERTH PA 19072 600000 0 CHARITABLE SAINT MARTHA PARISH 11301 ACADEMY ROAD PHILADELPHIA PA 19154 25000 0 CHARITABLE SAINT PATRICK PARISH - PHILADELPHIA 242 S 20TH STREET PHILADELPHIA PA 19103 5525 0 CHARITABLE SAINT PETER PARISH 2835 MANOR ROAD WEST BRANDYWINE PA 19320 213505 0 CHARITABLE SAINT RICHARD 3010 S 18TH STREET PHILADELPHIA PA 19145 40000 0 CHARITABLE SAINT ROSE OF LIMA PARISH 425 SOUTH PENNSYLVANIA AVE NORTH WALES PA 19454 7500 0 CHARITABLE ST ALOYSIUS ACADEMY 401 S BRYN MAWR AVENUE BRYN MAWR PA 19010 6082 0 CHARITABLE ST ANASTASIA SCHOOL 3301 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 13632 0 CHARITABLE ST CHARLES BORROMEO SEMINARY 1400 EVANS ROAD AMBLER PA 19002 231370450 123778 0 CHARITABLE ST CHARLES BORROMEO SEMINARY APPEAL PO BOX 95000 PHILADELPHIA PA 19195 231370450 55164 0 CHARITABLE ST FRANCIS DE SALES SCHOOL 917 S 47TH STREET PHILADELPHIA PA 19143 6152 0 CHARITABLE ST FRANCIS INN 2441 KENSINGTON AVENUE PHILADELPHIA PA 19125 421538074 18040 0 CHARITABLE ST JUDE PARISH 321 W BUTLER AVENUE CHALFONT PA 18914 8500 0 CHARITABLE TEMPLE UNIVERSITY - OUTSIDE SCHOLARSHIP 216 CARNELL HALL PHILADELPHIA PA 19122 231365971 20000 0 CHARITABLE THE BASILICA SHRINE OF OUR LADY OF THE MIRACULOUS MEDAL 500 E CHELTEN AVENUE PHILADELPHIA PA 19144 14594 0 CHARITABLE THE CULTURE PROJECT PO BOX 86 WYNNEWOOD PA 19096 471350049 243087 0 CHARITABLE THOMAS JEFFERSON UNIVERSITY 4201 HENRY AVENUE PHILADELPHIA PA 19144 231352651 10000 0 CHARITABLE VILLANOVA AUGUSTINIAN FATHERS 800 LANCASTER AVENUE VILLANOVA PA 19085 231352688 10000 0 CHARITABLE VOCATION OFFICE FOR THE DIOCESAN PRIESTHOOD 100 E WYNNEWOOD ROAD WYNNEWOOD PA 19096 58839 0 CHARITABLE WEST CHESTER UNIVERSITY 700 S HIGH STREET WEST CHESTER PA 19383 232490021 10000 0 CHARITABLE ASSUMPTION BVM SCHOOL WEST GROVE 290 STATE ROAD WEST GROVE PA 19390 24197 0 CHARITABLE CHRISTO REY 1717 ALLEGHENY AVENUE PHILADELPHIA PA 19132 273106321 10000 0 CHARITABLE GESU SCHOOL 1700 W THOMPSON STREET PHILADELPHIA PA 19121 232728931 10000 0 CHARITABLE 59 0 0 0 0 0 0 0 0 0 SARAH O HANLEY PRESIDENT AND CEO 225995 0 0 0 0 0 0 0 46793 0 272788 0 0 0 KURT A GABBARD CHIEF FINANCIAL OFFICER 130921 0 0 0 0 0 0 0 47250 0 178171 0 0 0 MARGARET SWEENEY CAO 137664 0 0 0 0 0 0 0 19989 0 157653 0 0 0 EMILY GAMBINO CDO 137270 0 0 0 0 0 0 0 14206 0 151476 0 0 0 WILLIAM P CURTIS JR TRUSTEE 32423 INSURANCE BROKAGE 0 JOSEPH JACOVINI TRUSTEE 25812 LEGAL SERVICES 0 JOSEPH L ROSE TRUSTEE 9551 IT SERVICES / SOFTWARE 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD ANNUALLY FOR THE INFORMATION AND GUIDANCE OF ALL NEW TRUSTEES, OFFICERS, KEY EMPLOYEES AND MEMBERS OF THE COMMITTEES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'S COMPENSATION WAS DETERMINED BY COMPARISON TO SIMILARLY SITUATED ORGANIZATIONS, INDEPENDENT COMPENSATION SURVEYS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE PERSON'S SERVICES. OTHER KEY EMPLOYEES COMPENSATION WAS DETERMINED BY COMPARISON TO SIMILARLY SITUATED ORGANIZATIONS, INDEPENDENT COMPENSATION SURVEYS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE PERSON'S SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. DONATED SERVICES ON SCHEDULE D ARE LEGAL SERVICES PROVIDED BY A BOARD MEMBER.