2025-03-05T14:17:52-06:00 2024-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2023-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 Nancy Coveny PRESIDENT 4044979440 2025-05-15 true true P01372980 4048746244 2025-05-15 2023 2025-03-06 01:10:19Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 12350014 false X WWW.CFNGA.COM X 1992 GA Helping Catholics with faith-inspired giving and legacy planning while stewarding funds for the long-term sustainability of the Catholic organizations in our community. 30 28 16 19 0 11279056 4675936 271289 343787 2869576 1270946 0 0 14419921 6290669 2910505 4025235 0 0 866148 963715 0 0 571459 469760 445637 4246413 5434587 10173508 856082 119208830 132834935 35472810 41770844 83736020 91064091 Helping Catholics with faith-inspired giving and legacy planning while stewarding funds for the long-term sustainability of the Catholic organizations in our community. false false 4025235 4025235 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. 223709 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. 343787 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. 4248944 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 15 0 true 16 true false false false false false false false false false false false false false false false X 30 28 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 of CFNGA 40.0 0.0 X 167413 0 26989 Julet Greco VP, Dev. & Donor Relations 40.0 0.0 X 115605 0 23880 John Ronco Director of Finance 40.0 0.0 X 100911 0 22999 Most Reverend Gregory Hartmayer Director 1.0 40.0 X 0 44700 34923 Reverend Henry Atem Director 1.0 40.0 X 0 35892 32175 Matthew Gries Board Chair 1.0 0.0 X 0 0 0 Brent Herrin Vice Chair 1.0 0.0 X X 0 0 0 Donna Bergeson Treasurer 1.0 0.0 X X 0 0 0 Lisa Churchfield Deputy Treasurer 1.0 0.0 X X 0 0 0 Jean Harvey Johnson Secretary 1.0 0.0 X X 0 0 0 Alejandro Coss Director 1.0 0.0 X 0 0 0 Bill Allen Director 1.0 0.0 X 0 0 0 Bjay Pak Director 1.0 0.0 X 0 0 0 Brian Dooling Director 1.0 0.0 X 0 0 0 Brooks McElyea Director 1.0 0.0 X 0 0 0 Cherish De la Cruz Director 1.0 0.0 X 0 0 0 Christopher Reynolds Director 1.0 0.0 X 0 0 0 Consuelo Ecuyer Director 1.0 0.0 X 0 0 0 David Withers Director 1.0 0.0 X 0 0 0 Delano Ross Director 1.0 0.0 X 0 0 0 Dick White Director 1.0 0.0 X 0 0 0 Dolly Fairclough Director 1.0 0.0 X 0 0 0 Joanie Gross Director 1.0 0.0 X 0 0 0 John Rhett Director 1.0 0.0 X 0 0 0 Kathy Farrell Director 1.0 0.0 X 0 0 0 Matthew Harris Director 1.0 0.0 X 0 0 0 Maurizio Agresta Director 1.0 0.0 X 0 0 0 Michael McEnaney Director 1.0 0.0 X 0 0 0 Philip Coletti Director 1.0 0.0 X 0 0 0 Salvador Arias Director 1.0 0.0 X 0 0 0 Sant Perez Director 1.0 0.0 X 0 0 0 Sheila McGahan Monardo Director 1.0 0.0 X 0 0 0 Tim Doyle Director 1.0 0.0 X 0 0 0 383929 80592 140966 3 false true false 0 669818 4006118 324209 4675936 FUND MANAGEMENT FEES 523920 343787 343787 343787 1762873 1762873 0 0 0 0 0 5567418 6059345 -491927 -491927 -491927 0 0 0 0 0 0 0 0 0 0 6290669 343787 1270946 4025235 4025235 0 0 0 349007 54488 142817 151702 0 437806 68647 180048 189111 6093 928 2422 2743 117587 76819 19115 21653 53222 8360 21851 23011 0 0 0 0 0 190882 190882 0 70221 7420 62801 0 0 0 103075 14404 40381 48290 0 0 73042 63 831 72148 0 0 3486 3486 0 BOARD AND VOLUNEER EXPENSES 4931 4931 5434587 4248944 614184 571459 1064673 913553 705491 862816 0 0 728 1215 0 0 0 0 0 0 0 0 52148 59253 48804 36704 15586 12100 116928040 130631445 0 0 0 0 0 0 442164 354553 119208830 132834935 44727 45484 0 0 5261 0 0 0 127450 140369 0 0 0 0 0 0 35295372 41584991 35472810 41770844 X 19323761 19889229 64412259 71174862 83736020 91064091 119208830 132834935 X 856082 8611149 -2139160 X false true X true false X 7661492 6246861 10972005 8279056 4675936 37835350 0 0 7661492 6246861 10972005 8279056 4675936 37835350 2250792 35584558 1119839 1125084 931090 1665323 1762873 6604209 0 0 44439559 1194371 0.80074 0.81452 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 492002 1765108 14059936 true true false true 82844982 1747357 9105005 3450191 90247153 72390926 6984413 6203106 2733463 82844982 79371370 7104312 -11260692 2824064 72390926 65124335 1508739 16029197 2935678 177612 177611 79371370 62077042 4551903 950724 2147285 154025 154024 65124335 0.21130 0.46190 0.32680 false false 19379 7279 12100 22825 22825 0 6600 6600 0 12100 0 BENEFICIARY ENDOWMENTS 41033038 CHARITABLE GIFT ANNUITY PAYABL 131284 DUE TO ARCHDIOCESE OF ATLANTA 14749 OPERATING LEASE LIABILITY 405920 41584991 X 12043298 8611149 15161 8626310 3416988 2873681 2873681 6290669 4715227 15161 15161 4700066 734521 734521 5434587 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, 2021. Part XI Line 4b Beneficiary Endowment Funds Revenue Part XII Line 4b Beneficiary Endowment Funds Expenses true Archdiocese of Atlanta 2401 Lake Park Drive SE Smyrna GA 30080 833566129 501 ( C ) ( 3 ) 509650 General Operation and Education and Care of Priest A Womans Haven PO Box 591985 San Antonio TX 78259 237311015 501 ( C ) ( 3 ) 8400 Donor Advised Funds Blessed Trinity Catholic High School 11320 Woodstock Rd Roswell GA 300752548 582068525 501 ( C ) ( 3 ) 9000 General Operations Cathedral of Christ the King 2699 Peachtree Rd NE Atlanta GA 303053666 580644901 501 ( C ) ( 3 ) 54200 General Operations 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 ) 151791 General Operations and Donor Advised Funds Catholic Church of St Ann 4905 Roswell Rd Marietta GA 300626500 581337214 501 ( C ) ( 3 ) 22500 General Operations Choices Pregnancy Care Center PO Box 52 Gainesville GA 305030052 581721806 501 ( C ) ( 3 ) 15000 Donor Advised Funds Christ Our Hope Catholic Church 1786 Wellborn Rd Lithonia GA 300585462 581594490 501 ( C ) ( 3 ) 5900 General Operations Christ the King School 46 Peachtree Way NE Atlanta GA 303053736 580644901 501 ( C ) ( 3 ) 10500 General Operations 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 ) 15000 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 ) 11000 General Operations Cristo Rey Atlanta Jesuit High School 222 Piedmont Avenue NE Atlanta GA 303083306 455550340 501 ( C ) ( 3 ) 14100 General Operations Divine Mercy Catholic Mission 3542 Clairmont Rd Brookhaven GA 30319 881605002 501 ( C ) ( 3 ) 8500 General Operations Family Promise of Hall County 3606 McEver Rd Oakwood GA 30566 275544034 501 ( C ) ( 3 ) 8000 General Operations and Donor Advised Funds FOCUS PO Box 17408 Denver CO 80217 841522811 501 ( C ) ( 3 ) 6000 Donor Advised Funds Good News At Noon 844 Dorsey St Gainesville GA 30501 581895047 501 ( C ) ( 3 ) 30000 Donor Advised Funds Holy Name of Jesus Chinese Catholic Mission 5395 Light Cir NW Norcross GA 300714138 810706369 501 ( C ) ( 3 ) 7200 General Operations Holy Redeemer Catholic School 3380 Old Alabama Rd Johns Creek GA 300225053 582416042 501 ( C ) ( 3 ) 10500 General Operations Holy Spirit Catholic Church 4465 Northside Dr NW Atlanta GA 303273698 580969299 501 ( C ) ( 3 ) 60900 General Operations Holy Spirit Preparatory School 4449 Northside Dr NW Atlanta GA 303273623 582141813 501 ( C ) ( 3 ) 19400 General Operations Ignatius House Jesuit Retreat Center 6700 Riverside Dr NW Sandy Springs GA 30328 833566129 501 ( C ) ( 3 ) 12500 General Operations Immaculate Heart of Mary Catholic School 2855 Briarcliff Rd NE Atlanta GA 303292598 586012645 501 ( C ) ( 3 ) 32500 General Operations Interfaith Outreach Home Inc 5200 Buford Highway Doraville GA 30340 581861762 501 ( C ) ( 3 ) 11000 Donor Advised Funds Lafayette Catholic School System 2410 S 9th St Lafayette IN 47909 350876374 501 ( C ) ( 3 ) 20000 Donor Advised Funds Marist School 3790 Ashford Dunwoody Rd NE Atlanta GA 303191899 580566204 501 ( C ) ( 3 ) 21000 General Operations and Donor Advised Funds Mercy Care Foundation 424 Decatur St Atlanta GA 303121848 581448522 501 ( C ) ( 3 ) 35000 Donor Advised Funds Monsignor Donovan Catholic High School 590 Lavender Rd Athens GA 306061114 651169619 501 ( C ) ( 3 ) 35080 General Operations My Sister's Place 2480 Martin Luther King Blvd Unit Gainesville GA 305015806 161619238 501 ( C ) ( 3 ) 55400 General Operations and Donor Advised Funds Notre Dame Academy 4635 River Green Pkwy Duluth GA 30096 841657624 501 ( C ) ( 3 ) 8000 General Operations Our Lady of the Assumption Catholic School 1320 Hearst Drive NE Brookhaven GA 30319 586003076 501 ( C ) ( 3 ) 30800 General Operations and Donor Advised Funds Our Lady of the Assumption Church 1406 Hearst Drive Brookhaven GA 30319 580954717 501 ( C ) ( 3 ) 23400 General Operations and Donor Advised Funds Parkinson's Foundation 200 SE 1st St St 800 Miami FL 33131 131866796 501 ( C ) ( 3 ) 12000 Donor Advised Funds Pinecrest Academy 955 Peachtree Parkway Cumming GA 300416826 582054020 501 ( C ) ( 3 ) 5500 General Operations Pregnancy Aid Clinic PO Box 92 Roswell GA 30077 581592562 501 ( C ) ( 3 ) 14000 General Operations and Donor Advised Funds Purification Heritage Center PO Box 344 Washington GA 306730344 834674723 501 ( C ) ( 3 ) 17600 General Operations and Donor Advised Funds Queen of Angels Catholic School 11340 Woodstock Rd Roswell GA 30075 582416044 501 ( C ) ( 3 ) 8000 General Operations Reach for Excellence 3790 Ashford Dunwoody Road Atlanta GA 30319 010614724 501 ( C ) ( 3 ) 9000 General Operations and Donor Advised Funds Southern University System Foundation PO Box 9723 Baton Rouge LA 708130001 237052911 501 ( C ) ( 3 ) 25000 Donor Advised Funds St Benedict Catholic Church 11045 Parsons Rd Johns Creek GA 300971769 581916181 501 ( C ) ( 3 ) 8800 General Operations St Bernadette Catholic Church 100 Evergreen Lane Cedartown GA 301252092 581638738 501 ( C ) ( 3 ) 10400 General Operations St Brigid Catholic Church 3400 Old Alabama Rd Johns Creek GA 300225525 582414769 501 ( C ) ( 3 ) 19700 General Operations St Catherine of Siena Catholic School 1618 Ben King Rd Kennesaw GA 301442945 010552300 501 ( C ) ( 3 ) 22200 General Operations St John Neumann Regional Catholic School 791 Tom Smith Rd SW Lilburn GA 300472213 581661089 501 ( C ) ( 3 ) 16400 General Operations St John the Evangelist Catholic School 240 Arnold St Hapeville GA 303541500 205200945 501 ( C ) ( 3 ) 52850 General Operations St Joseph Catholic Church Marietta 87 Lacy St NW Marietta GA 300601164 580665896 501 ( C ) ( 3 ) 41800 General Operations St Joseph Catholic School 81 Lacy St Marietta GA 30060 580665896 501 ( C ) ( 3 ) 15100 General Operations St Joseph Catholic School Athens 958 Epps Bridge Pkwy Athens GA 306063345 580864659 501 ( C ) ( 3 ) 16480 General Operations St Jude the Apostle Catholic School 7171 Glenridge Dr NE Sandy Springs GA 303282698 580877839 501 ( C ) ( 3 ) 138200 General Operations St Mark Catholic Church 5410 Highway 197 S Clarkesville GA 305236512 582035279 501 ( C ) ( 3 ) 7200 General Operations St Mary's Academy 861 Ga-279 Fayetteville GA 30214 884341603 501 ( C ) ( 3 ) 31730 General Operations St Mary's Catholic Church 231 Rothell Rd Ext Toccoa GA 30577 581970396 501 ( C ) ( 3 ) 10900 General Operations 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 School 401 E 7th St SE Rome GA 301613330 412097947 501 ( C ) ( 3 ) 38180 General Operations St Michael Catholic Church 1440 Pearce Cir NE Gainesville GA 305012457 580994090 501 ( C ) ( 3 ) 38000 Donor Advised Funds St Michael the Archangel Catholic Church 490 Arnold Mill Rd Woodstock GA 301882848 582210253 501 ( C ) ( 3 ) 8000 General Operations St Oliver Plunkett Catholic Church 3200 Brooks Dr Snellville GA 300783552 581334770 501 ( C ) ( 3 ) 5200 General Operations St Paul Center for Biblical Theology 1468 Parkview Circle Steubenville OH 43952 752980638 501 ( C ) ( 3 ) 50000 Donor Advised Funds St Paul of the Cross Catholic Church 551 Harwell Rd NW Atlanta GA 303185999 581451866 501 ( C ) ( 3 ) 9000 General Operations St Paul the Apostle Catholic Church 1243 Hulsey Rd Cleveland GA 305286903 582118293 501 ( C ) ( 3 ) 6500 General Operations St Peter Chanel Catholic Church 11330 Woodstock Road Roswell GA 30075 582410102 501 ( C ) ( 3 ) 36900 General Operations and Donor Advised Funds St Peter Claver Regional Catholic School 2560 Tilson Rd Decatur GA 300325603 581918801 501 ( C ) ( 3 ) 59880 General Operations St Peter the Rock Catholic Church PO Box 280 The Rock GA 302850280 651207195 501 ( C ) ( 3 ) 8100 General Operations St Pius X Catholic High School 2674 Johnson Rd NE Atlanta GA 303451799 580706914 501 ( C ) ( 3 ) 291500 General Operations and Donor Advised Funds Sts Peter and Paul Catholic Church 2560 Tilson Rd Decatur GA 300325603 586014912 501 ( C ) ( 3 ) 6000 General Operations St Thomas More Catholic School 630 W Ponce De Leon Ave Decatur GA 300302951 580456277 501 ( C ) ( 3 ) 87200 General Operations St Thomas the Apostle Catholic Church 4300 King Springs Rd SE Smyrna GA 300824213 581029424 501 ( C ) ( 3 ) 5500 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 ) 75250 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 ) 12600 General Operations The Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 135644916 501 ( C ) ( 3 ) 36141 General Operations and Donor Advised Funds The Quest-Atlanta Catholic Radio PO Box 88892 Atlanta GA 30326 824231616 501 ( C ) ( 3 ) 16000 General Operations and Donor Advised Funds University Catholic Center at Emory University 1753 North Decatur Road Atlanta GA 30307 582059468 501 ( C ) ( 3 ) 7050 General Operations and Donor Advised Funds University of Notre Dame 100 Saint Andre Way Notre Dame IN 46556 350868188 501 ( C ) ( 3 ) 1000000 Donor Advised Funds 76 PART 1, 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 $1,663,600 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 of CFNGA 167413 0 0 0 0 0 10045 0 16944 0 194402 0 0 0 X 6 324156 MARKET VALUE X Cryptocurrency 1 53 MARKET VALUE false true true PART I, COLUMN B - ITEMS CONTRIBUTED COLUMN B REPORTS NUMBER OF CONTRIBUTIONS RECEIVED. 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 and REVEREND HENRY ATEM 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 2,873,681 Beneficiary Endowment Funds Revenue 734,521 - Beneficiary Endowment Funds Expenses -------------------------- 2,139,160 = 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 669818 CASH OR FMV ARCHDIOCESE OF ATLANTA P 157633 Actual Amount ARCHDIOCESE OF ATLANTA B 509650 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, $669,818 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.