2025-11-10T10:42:10-00:00 2025-06-30 990 2024-07-01 860465177 Catholic Community Foundation for the Diocese of Phoenix % James Carabajal CATH 4806518800 4500 S Lakeshore Dr STE 650 Tempe AZ 85282 James Carabajal CEO 4806518800 2025-11-10 false true Kyle Felix 2025-11-01 2024 2025-03-06 01:10:19Z Catholic Community Foundation James Carabajal 4500 S Lakeshore Dr STE Ste 650 Tempe AZ 85282 67858269 false X ccfphx.org X 1983 AZ The Catholic Community Foundation is an independent 501c3 and a recognized Canonical entity that encourages compassionate charitable giving to provide sustainable support for those who serve our community. 20 20 13 50 0 5744136 10547564 1140067 1293421 1992267 2667722 -50131 8876470 14458576 3400768 3759461 0 1081632 1122900 0 681389 452100 584360 4934500 5466721 3941970 8991855 122311875 134311022 44096964 42290125 78214911 92020897 X The Catholic Community Foundation is an independent 501c3 and a recognized Canonical entity that encourages compassionate charitable giving to provide sustainable support for those who serve our community. false false 1977598 1977598 95022 Donor-Advised Fund Program - The Catholic Community Foundation CCF, or the Foundation offers both a traditional donor-advised fund DAF and a complimentary DAF option, allowing donors to choose their preferred investment strategy. The traditional DAF is invested in the market, while the complimentary DAF remains uninvested. A key feature of CCFs DAF program is that all funds are invested in Catholic-compliant portfolios that align with Catholic Social Teaching, as outlined by the United States Conference of Catholic Bishops USCCB. This program upholds Catholic values by enabling grants to all eligible organizations that adhere to these teachings, providing a diverse array of options for philanthropic support. 1030785 1015051 824985 Endowment Program - The Catholic Community Foundation professionally manages permanent, temporary, and quasi-endowments for nonprofits and individuals as a core service offering. All endowments are invested in a professionally managed, commingled investment pool that aligns with Catholic Social Teaching, as prescribed by the United States Conference of Catholic Bishops USCCB. This investment strategy is 99 Catholic screened, and all proxy votes are cast in accordance with Catholic values. The Foundation acts as a fiduciary to ensure the endowment lasts in perpetuity and complies with the regulations of the Uniform Prudent Management of Institutional Funds Act UPMIFA. The Foundation also offers an endowment building program for nonprofits called endowment drives, which utilize matching funds to encourage donors to learn about the purpose and uses of an endowment while contributing to the funds growth for the future. Additionally, the Foundation has a 1 million matching program to support permanent endowments within the community, having matched over 4 million in contributions. 358641 358641 Scholarship Programs - The Catholic Community Foundation provides scholarship opportunities for students attending Catholic elementary and high schools within the Diocese of Phoenix, as well as for post-secondary students. The Foundation offers a service-based scholarship, known as the Christian Service Award, alongside a needs-based tuition assistance program, known as the Catholic Community Foundation Scholarship. Additionally, the Foundation allows for named and memorial scholarships, which can be detailed and specific or generic in nature. All applications are evaluated by an independent volunteer committee. In fiscal year 2025, the Foundation granted 358,641 in scholarship funds to 147 students across 11 Catholic elementary schools, 9 Catholic high schools, and 9 post-secondary institutions. 643156 408171 373414 4010180 true true false false false true false false true true false false false false true true true false false false false false false false true false false true true true false false false false false false false false true false false false false true false false false true 28 0 13 true false false false false true true true true false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false AZ X X X Tyler Greuel 4806518808 4500 S Lakeshore Dr Ste 650 Tempe AZ 85282 James Carabajal CEO 040.00 X 249637 0 17907 Kyle Felix COO/CFO 040.00 X 189098 0 17446 Bishop John Dolan Bishop 001.00 X 0 0 0 Gary Naquin Chairman 001.00 X X 0 0 0 Chris Campisano Vice Chairman 001.00 X X 0 0 0 Kevin Boudreau Treasurer 001.00 X X 0 0 0 Brett Johnson Secretary 001.00 X X 0 0 0 Fr John Muir Vicar General 001.00 X 0 0 0 Kevin Camberg Immediate Past Chair 001.00 X 0 0 0 Maria Chavira Chancellor, Ex-Officio 001.00 X 0 0 0 F Michael Geddes Lifetime Board Member 001.00 X 0 0 0 Cathy Bergmann Board Member 001.00 X 0 0 0 Fr John Bonavitacola Board Member 001.00 X 0 0 0 William Brooksbank Board Member 001.00 X 0 0 0 Deb Frere Board Member 001.00 X 0 0 0 Sr Mary Jordan Hoover Board Member 001.00 X 0 0 0 Dr Connie Mariano Board Member 001.00 X 0 0 0 Bruce Nordstrom Board Member 001.00 X 0 0 0 Lisa Reilly Payton Board Member 001.00 X 0 0 0 Cynthia Scheller Board Member 001.00 X 0 0 0 John Smith Board Member 001.00 X 0 0 0 Tony Tanner Board Member 001.00 X 0 0 0 438735 35353 2 false true false 302717 10244847 4622082 10547564 Administrative Fee 900099 1293421 1293421 1293421 2647115 2647115 53233936 53213329 20607 20607 20607 136233 302717 186364 -50131 14458576 1293421 2667722 3400820 3400820 358641 358641 0 0 491212 62927 139659 288627 0 399385 59609 192513 147263 90627 12252 34585 43790 84326 11400 32181 40745 57350 7753 21886 27711 0 34340 34340 42630 42630 0 0 41396 18477 22919 80274 1097 67981 11196 6479 510 3604 2365 17795 2448 6637 8710 0 67619 9304 25220 33095 8957 168 1525 7264 0 6381 6308 73 0 0 0 40071 1240 34422 4409 Sponsorships 79109 79109 Computer Software and Subscriptions 58511 54715 3796 Donor Meetings and Appreciation 33664 174 6808 26682 Furniture, Fixtures, Equipment 12251 235 10628 1388 54883 2493 41033 11356 5466721 4010180 775152 681389 264361 114048 35138 15158 64667 36438 117941043 130501962 3731132 1405645 275534 2237771 122311875 134311022 119273 117280 69075 126728 41379742 39930004 2402146 2242841 44096964 42290125 X 26356319 32232515 51858592 59788382 78214911 92020897 122311875 134311022 X 8991855 6615024 -322621 -1478272 X false true X true false X 6257713 13164276 6146184 5744136 10547564 41859873 6257713 13164276 6146184 5744136 10547564 41859873 12657250 29202623 1289355 1935191 2285753 2512763 2647115 10670177 3280 3280 52533330 1601166 0.55590 0.51880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87 19 5534261 355067 2171198 347859 10628901 10035740 true true false true X 54178274 3807110 6352023 1129824 336720 808276 62062587 47476537 2096838 6574595 1015037 234902 719757 54178274 37564005 6755744 5037361 1048245 265870 566458 47476537 38456299 6176350 -5628978 658206 273996 507464 37564005 29712524 1472721 8663972 647898 267051 477969 38456299 0.23000 0.77000 false false Financial derivatives and other financial products Closely-held equity interests Federal income taxes Annuity Liability 2027452 Operating Lease Liability 215389 2242841 X 19272707 6615024 -239017 6376007 12896700 322622 1239254 1561876 14458576 5466721 5466721 5466721 IV 2B From time-to-time other not-for-profit organizations seek to establish a fund with the Foundation with its own funds and specifies itself as the beneficiary of that fund. In each instance, the Foundation maintains variance power and legal ownership of agency endowment funds and as such continues to report the funds as cash and investments of the Foundation. However, in accordance with SFAS No. 136, a liability has been established for the fair value of the funds, which is generally equivalent to the present value of future payments expected to be made to the NPOs. XI 2D Change in Split Interest Trust -239,020 add Cost of Direct Donor Benefit -186,364 less Net Income Loss from Fundraising Events -50,131 Add Fundraising Events Goods Services Contributions 136,233 XI 4B Interest Expense 309,264 add Administrative Service Fee Expense to Invested Funds 929,990 Total administrative fee activity net of Agency Fund administrative fee activity X 2 Note 1 - Income tax status - The Foundation qualifies as a tax-exempt organization under section 501c3 of the Internal Revenue Code The Code and, accordingly, there is no provision for income taxes. In addition, the Foundation qualifies for the charitable contribution deduction under Section 170 of The Code and has been classified as an organization that is not a private foundation. Income determined to be unrelated business taxable income would be taxable. The Foundation evaluates its uncertain tax positions, if any, on a continual basis through review of its policies and procedures, review of its regular tax filings and discussions with outside experts. The Foundations federal return of organization exempt from income tax form 990 for fiscal 2022, 2023 and 2024 are subject to examination by the IRS, generally for three years after they were filed. V 4 The organizations endowment funds are maintained to support the charitable purposes of the foundation in perpetuity. The primary objective of the endowment program is to provide a stable and sustainable source of funding for grants, scholarships, and other programmatic and operational activities that advance the foundations mission. In accordance with the foundations board-approved spending policy, an annual distribution of 4 of a 12-quarter rolling average of endowment fund market values is appropriated to support charitable activities. This spending policy is designed to balance current spending needs with the goal of preserving the long-term purchasing power of the endowment. Endowment funds include both donor-restricted endowments, which are subject to the terms of the applicable fund agreements, and board-designated quasi-endowment funds established by the governing board to function as endowments for long-term charitable purposes. Investment returns in excess of annual spending are retained to grow the endowment and protect it against inflation. X false Gala 438950 302717 136233 164922 12615 8827 438950 302717 136233 164922 12615 8827 186364 -50131 true Aid to Women Center 1328 East Apache Blvd Tempe AZ 85281 860528953 501C3 121889 Program Support All Saints Catholic Newman Center 230 E University Dr Tempe AZ 852813730 300514126 501C3 15724 Program Support Amanda Hope Rainbow Angels 340 E Coronado Rd 100 Phoenix AZ 85004 462522889 501C3 5000 Program Support Andre House PO Box 2014 Phoenix AZ 850012014 860717841 501C3 24450 Program Support Arizona Animal Welfare League 25 N 40th St Phoenix AZ 85034 237149453 501C3 10000 Program Support Arizona Life Coalition 4633 N 54th St Phoenix AZ 85018 753001599 501C3 19500 Program Support Arizona State University Scholarship Office PO Box 870412 Tempe AZ 85287 860196696 501C3 10500 Program Support Augustine Institute 16805 NEW HALLS FERRY RD FLORISSANT MO 630341034 202349108 501C3 100000 Program Support Blessed Sacrament Catholic Church 11300 N 64th St Scottsdale AZ 852545007 371575917 501C3 6798 Program Support Bourgade Catholic High School 4602 N 31st Ave Phoenix AZ 850173407 262785451 501C3 18500 Program Support Brophy College Preparatory 4701 North Central Avenue Phoenix AZ 85012 860119984 501C3 56500 Program Support Catholic Charities Community Services 5151 N 19th Ave Phoenix AZ 850153224 860223999 501C3 88306 Program Support Catholic Charities USA Attn Anthony Sciacca Alexandria VA 22314 530196620 501C3 20000 Program Support Catholic Education Arizona 5353 N 16th St Phoenix AZ 85016 860937587 501C3 9600 Program Support CatholicVote Education Fund Attn Mr Jason Stern Carmel IN 46082 202787890 501C3 30000 Program Support Christ the King Parish 1551 E Dana Ave Mesa AZ 85204 300513890 501C3 39357 Program Support City of the Lord 711 W University Dr Tempe AZ 85281 860351356 501C3 15000 Program Support Corpus Christi Catholic Church 3550 E Knox Rd Phoenix AZ 850443500 860944484 501C3 8300 Program Support Crosier Fathers and Brothers PO Box 90428 Phoenix AZ 850660428 813525518 501C3 12500 Program Support Cursillo Movement of Phoenix 4633 N 54th St Phoenix AZ 850181904 320268278 501C3 6624 Program Support Diocese of Phoenix - Bishop's Office 400 E Monroe St Phoenix AZ 85004 860223974 501C3 212082 Program Support Diocese of Phoenix - CDA 400 E Monroe St Phoenix AZ 85004 860223974 501C3 46000 Program Support Diocese of Phoenix - Nazareth House Seminary 400 E Monroe St Phoenix AZ 850042336 860223974 501C3 20000 Program Support Diocese of Phoenix - Office of Mission Advancement 400 E Monroe St Phoenix AZ 850042336 860223974 501C3 8200 Program Support Diocese of Phoenix - Vocations Office 400 E Monroe St Phoenix AZ 85004 860223974 501C3 163841 Program Support Dominican Sisters of Mary 4597 Warren Rd Ann Arbor MI 48105 383349686 501C3 12500 Program Support Duke University's Fuqua School of Business 100 Fuqua Dr Durham NC 27708 560532129 501C3 5000 Program Support E3-Africa 18521 E Queen Creek Rd Ste 105-273 Queen Creek AZ 85142 260843107 501C3 18307 Program Support Equestrian Order of the Holy Sepulchre of Jerusalem Western Lieutenancy Los Angeles CA 90012 611442249 501C3 7000 Program Support First Way Pregnancy Center 3501 N 16th St Phoenix AZ 850166419 237216073 501C3 8200 Program Support Forgotten Children Ministries PO Box 36399 Birmingham AL 35236 412096734 501C3 20000 Program Support Franciscan Friars of the Holy Spirit Attn Kirsten Bublitz Laveen AZ 85339 813710810 501C3 31500 Program Support Franciscan Renewal Center 5802 E Lincoln DR Scottsdale AZ 852534124 860720036 501C3 17792 Program Support FullCircle Program 325 E Elliot Rd Unit 29 Chandler AZ 85225 813986834 501C3 15000 Program Support General Treasurer Church of the Nazarene Lenexa KS 66220 431550318 501C3 35000 Program Support Give Kids the World Village 210 South Bass Road Kissimmee FL 34746 592654440 501C3 15000 Program Support Good Soles Donation Closet 2945 N 47th St Phoenix AZ 85018 922470479 501C3 5000 Program Support Holy Trinity Catholic Newman Center 520 W Riordan Rd Flagstaff AZ 86001 860223974 501C3 30887 Program Support Hope Ranch International 257 Upper Red Lodge Creek Road Red Lodge MT 59068 331055749 501C3 55000 Program Support Immaculate Heart of Mary Catholic Church PO BOX 1387 PAGE AZ 860401387 800313725 501C3 5000 Program Support Iowa Law School Foundation PO Box 4550 Iowa City IA 52244 426074234 501C3 5000 Program Support Jesuit High School 1200 Jacob Lane Carmichael CA 95608 941525873 501C3 50000 Program Support John Paul the Great Catholic University 220 W Grand Ave Escondido CA 92025 200471061 501C3 25000 Program Support Kolbe Mission 5020 E Shea Blvd Ste 150 Phoenix AZ 85254 853145743 501C3 10560 Program Support Life Teen Inc PO Box 117299 Atlanta GA 303687299 860602592 501C3 63500 Program Support Little Sisters of the Poor of the State of Pennsylvania 1028 Benton Avenue Pittsburgh PA 15212 250974310 501C3 10000 Program Support Maggie's Place 4001 N 30th St Phoenix AZ 85016 860972675 501C3 15687 Program Support Miles Jesu 1925 E Baseline Rd Phoenix AZ 85042 363703689 501C3 14000 Program Support Ministry for Priestly Support Attn Kristin Niedbala Grand Isle LA 70358 201277782 501C3 5000 Program Support Mission of Mercy 360 E Coronado Rd Phoenix AZ 850041578 860704883 501C3 7025 Program Support Missionaries of Charity 1414 S 17th Ave Phoenix AZ 85007 061013589 501C3 14021 Program Support Most Holy Trinity Catholic Church 8620 N 7th St Phoenix AZ 850203111 352350490 501C3 15800 Program Support Mount Claret Retreat Center 4633 N 54th St Phoenix AZ 850181904 320268278 501C3 81688 Program Support Mount De Sales Academy Attn Mattie Woods Catonsville MD 21228 521158023 501C3 16000 Program Support Notre Dame Preparatory 9701 E Bell Rd Scottsdale AZ 852602125 262785863 501C3 36000 Program Support Nuestros Pequeos Hermanos (NPH) USA 5110 N 40th St Phoenix AZ 850182143 651229309 501C3 99655 Program Support Orangewood Community Church 3710 W Orangewood Avenue Phoenix AZ 85051 860193153 501C3 20000 Program Support Order of Malta Western Association 324 Middlefield Rd Menlo Park CA 94025 237450840 501C3 45871 Program Support Our Lady of Joy Parish PO Box 1359 Carefree AZ 85377 364644261 501C3 16550 Program Support Our Lady of Lourdes Parish 19002 N 128th Ave Sun City West AZ 85375 943454581 501C3 135876 Program Support Our Lady of Mount Carmel Catholic Church 2121 S Rural Rd Tempe AZ 85282 364643600 501C3 56215 Program Support Our Lady of Perpetual Help Catholic School 3801 N Miller Rd Scottsdale AZ 85251 943455995 501C3 9983 Program Support Our Lady of Perpetual Help Parish - Glendale 5614 W Orangewood Ave Glendale AZ 85301 352350718 501C3 20487 Program Support Phoenix Children's Foundation 2929 E Camelback Rd Phoenix AZ 85016 742421549 501C3 10000 Program Support Priests for our Future 400 E Monroe St Phoenix AZ 85004 860223974 501C3 10000 Program Support Queen of Peace Catholic School 141 N MacDonald St Mesa AZ 85201 383792655 501C3 8168 Program Support Resurrection Catholic Church 3201 S Evergreen Rd Tempe AZ 85282 364643601 501C3 27538 Program Support Sacred Heart Catholic School 131 N Summit Ave Prescott AZ 86301 371575862 501C3 11930 Program Support Sacred Heart Parish - Prescott 150 Fleury St Prescott AZ 86301 371575862 501C3 13417 Program Support Saint Agnes Catholic Church PO Box 1067 Red Lodge MT 59068 810311020 501C3 20000 Program Support Saint Aidan Parish 10090 Old Perry Highway Wexford PA 15090 200472429 501C3 150000 Program Support Samaritan's Purse PO Box 3000 Boone NC 28607 581437002 501C3 17200 Program Support San Francisco De Asis Parish 1600 E Rte 66 Flagstaff AZ 86001 300515246 501C3 9000 Program Support School Sisters of Notre Dame Central Pacific Province Inc 11 Civic Center Plaza Suite 310 Mankato MN 560017711 410693976 501C3 6660 Program Support Seton Catholic Preparatory High School 1150 N Dobson Rd Chandler AZ 85224 262785742 501C3 95222 Program Support Shop for a Cause 10012 E Rotation Dr Mesa AZ 85212 873144338 501C3 11300 Program Support Sisters of Life 1818 N 23rd St Phoenix AZ 85006 061579167 501C3 5500 Program Support Sisters of the Holy Family of Nazareth 310 N River Rd Des Plaines IL 60016 205728349 501C3 6660 Program Support Society of St Vincent de Paul PO BOX 13600 PHOENIX AZ 850023600 860096789 501C3 126409 Program Support Southwest Autism Research & Resource Center 300 N 18th St Phoenix AZ 85006 311496646 501C3 10000 Program Support Ss Simon & Jude Cathedral 6351 N 27th Ave Phoenix AZ 850171893 943457074 501C3 7111 Program Support Ss Simon & Jude School 6351 N 27th Ave Phoenix AZ 850171804 943457074 501C3 60870 Program Support St Agnes Catholic Church 1954 N 24th St Phoenix AZ 850083593 300514530 501C3 113684 Program Support St Andrew the Apostle Catholic Church 3450 W Ray Rd Chandler AZ 852262300 943456255 501C3 6900 Program Support St Bernard of Clairvaux Catholic Church 10755 N 124th St Scottsdale AZ 852594308 364643964 501C3 42835 Program Support St Catherine of Siena Catholic School 6413 S Central Ave Phoenix AZ 85042 300514550 501C3 35000 Program Support St Clement of Rome Parish 15800 N Del Webb Blvd Sun City AZ 853511603 364644099 501C3 15102 Program Support St Elizabeth Seton Parish 9728 W Palmeras Dr Sun City AZ 853732254 364644254 501C3 17309 Program Support St Gregory School 3440 N 18th Ave Phoenix AZ 85015 800315130 501C3 52584 Program Support St Joachim & St Anne Parish 11625 N 111th Ave Sun City AZ 85351 800310829 501C3 15102 Program Support St Joan of Arc Parish 3801 E Greenway Rd Phoenix AZ 85032 320267599 501C3 8799 Program Support St John of the Desert 3718 East Greenway Road Phoenix AZ 85032 860799695 501C3 10800 Program Support St John Paul II Catholic High School 3120 N 137th Ave Avondale AZ 85392 611815605 501C3 303198 Program Support St John XXIII Catholic School 16235 N 60th St Scottsdale AZ 85254 860971731 501C3 34955 Program Support St Joseph the Worker 382 E Palm Ln Phoenix AZ 85004 860600437 501C3 30000 Program Support St Jude Children's Research Hospital 501 St Jude Pl Memphis TN 38105 620646012 501C3 27357 Program Support St Maria Goretti Parish 6261 N Granite Reef Rd Scottsdale AZ 852505724 364643819 501C3 39454 Program Support St Mary-Basha Catholic School 200 W Galveston St Chandler AZ 85225 300513969 501C3 23198 Program Support St Mary's Catholic Church 216 Belmont Rd Grand Forks ND 582014620 450228225 501C3 50000 Program Support St Mary's Catholic High School 2525 N 3rd St Phoenix AZ 85004 262791598 501C3 18500 Program Support St Mary's Food Bank 2831 N 31st Ave Phoenix AZ 85009 237353532 501C3 13165 Program Support St Matthew Catholic School 320 N 20th Drive Phoenix AZ 85009 352350775 501C3 26000 Program Support St Patrick Parish 10815 N 84TH ST SCOTTSDALE AZ 852606519 300514891 501C3 14894 Program Support St Theresa Catholic School 5001 E Thomas Rd Phoenix AZ 85018 300515085 501C3 14803 Program Support St Theresa Parish 5045 E Thomas Rd Phoenix AZ 850187999 300515085 501C3 74753 Program Support St Thomas Aquinas Parish 13720 W Thomas Rd Avondale AZ 85392 611573933 501C3 18000 Program Support St Thomas the Apostle Catholic School 4510 N 24th St Phoenix AZ 85016 364643961 501C3 16713 Program Support St Timothy Catholic School 2520 S ALMA SCHOOL RD MESA AZ 852104016 320267724 501C3 15553 Program Support St Timothy Parish 1730 W Guadalupe Rd Mesa AZ 85202 320267724 501C3 59688 Program Support St Vincent de Paul Catholic School 3130 N 51st Ave Phoenix AZ 85031 300515209 501C3 15167 Program Support St Vincent de Paul Our Lady of Mt Carmel conference 2121 S Rural Rd Tempe AZ 852821409 860096789 501C3 5000 Program Support Sunrise for Rural Dwellers Inc 7137 E Rancho Vista Dr Scottsdale AZ 85251 841858664 501C3 22450 Program Support Tepeyac Leadership 522 N Central Ave 613 Phoenix AZ 85001 832789375 501C3 9067 Program Support Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 020554654 501C3 20000 Program Support University of Mary Mission Advancement Bismark ND 585049988 450273403 501C3 6000 Program Support Veritas Preparatory Academy - Great Hearts 3102 N 56th St Ste 100 Phoenix AZ 85018 050527441 501C3 5000 Program Support Visitation Catholic Church 779 S York St Elmhurst IL 60126 362274389 501C3 6600 Program Support Voces Unidas Por La Vida 1019 E Northview Ave Phoenix AZ 85020 471883632 501C3 7873 Program Support Xavier College Preparatory 4710 N 5th St Phoenix AZ 85012 263832736 501C3 84500 Program Support 119 Catholic Community Foundation Scholarship - Needs-Based Tuition Assistance Scholarship 74 233456 Christian Service Award - Service-Based Scholarship 51 91000 Post Secondary Scholarships 12 24375 Named Memorial Scholarships 10 9810 Part I Line 2 All grantees are confirmed to be IRS Section 501c3 organizations and meet Catholic Community Foundation grantee requirements including using the grant funds for purposes and programs consistent with Catholic values and teachings. The Foundation continues to monitor grants issued to schools and parishes to ensure compliance with grant guidelines and restrictions using reporting forms. Part I Line 2 All scholarships are disbursed directly to the educational institution and not directly to the scholarship recipient. Each year, all scholarship recipients are required to complete a confirmation of enrollment form confirming they are enrolled and in good standing with the educational institution prior to funds being disbursed. X X X X false false false false false false false true false James Carabajal CEO 212388 36000 1249 1906 16002 267545 Kyle Felix COO/CFO 162611 25500 988 1556 15891 206546 Part I Line 7 Incentive compensation is based on the achievement of organizational and personal goals, as established by the Board of Directors and Compensation Committee. The incentive compensation amount is at the discretion of the Compensation Committee. X 86 4622082 Stock Quote false true true Part I Line 32B The foundation uses a stock brokerage firm to receive and sell donated securities funds are then transferred to the foundation. Form 990, Part III, Line 4d Program Service Expenses 255,243, Grants and allocations 251,433, Revenue 0 Catholic Giving Circle - The Giving Circle invites individuals from all backgrounds to participate in a distinctive granting process. Members join by contributing a membership fee, which is pooled together with funds from the Foundations Forever Fund endowments CARE, LIFE, COMMUNITY, MUSIC. Each year, organizations present brief pitches to the members, and the members vote which causes receive funding. This model allows the community to directly influence how the Foundations discretionary funds are allocated, empowering members to address pressing local needs. This also provides an opportunity for members to be introduced to organizations within the community that may not have otherwise come across. Since 2015, over 1.5 million has been granted through the Giving Circle. Form 990, Part III, Line 4d Program Service Expenses 4,939, Grants and allocations 0, Revenue 0 End-of-Life Planning Program - The Catholic Community Foundation assists individuals in the education and creation of end-of-life plans, with a primary focus on encouraging charitable giving as part of their legacy. The Foundation partners with estate planning attorneys, funeral homes, financial advisors, and end-of-life care facilities to provide comprehensive education through its Get Your Affairs in Order seminars, which are primarily hosted at parishes across the Diocese of Phoenix. Additionally, the Foundation specializes in helping individuals and nonprofits with the liquidation and realization of complex gifts, such as real estate, securities, business interests, and more, ensuring a smooth process for both donors and recipients. Form 990, Part III, Line 4d Program Service Expenses 0, Grants and allocations 0, Revenue 49,005 Charitable Gift Annuity Program - The Catholic Community Foundation offers a charitable gift annuity CGA program that provides flexible giving options for donors and nonprofits alike. This program allows any donor to establish a CGA and designate a charity of their choice to receive benefits upon their passing, as long as the CGA remains above water. Notably, any donor CGA that is above water at the time of their passing will be added to an existing endowment held at the Foundation or used to create a family foundation in the deceased individuals name if the remaining amount exceeds 20,000. Additionally, nonprofits can white label the CGA program, enabling them to offer this option to their communities while CCF manages the administrative responsibilities, including regulatory compliance, legal documentation, investment management, contract formulation, and annual 1099 filing. This dual approach ensures a seamless experience for both donors and nonprofit partners Form 990, Part III, Line 4d Program Service Expenses 382,974, Grants and allocations 156,738, Revenue 324,409 The remaining program service revenue can be attributed to other ancillary services offered by the Foundation, including the administrative fees for managing and investing agency securities, not attributed to individual endowments, donor-advised fund, and gift annuities. The remaining program service expenses relate to program overhead that has not been allocated to programs described above, as well as other grants that are unrelated to the other programs described above. Form 990, Part VI, Section B, Line 11B The completed form 990 is emailed to the Board of Directors and Finance Committee Members. Additionally, the form 990 is reviewed with the Finance Committee prior to electronic filing. Form 990, Part VI, Section B, Line 12C All directors, members of committees, and employees of the Foundation shall scrupulously avoid any conflict between their own respective interests and the interest of the Foundation in any and all actions taken by them on behalf of the Foundation. Situations where directors or members derive financial benefits from the board or committee service should be avoided. However, in the event any directors or members of the foundation should have any direct or indirect interest in, or relationship with, any individual or organization which proposes to enter into any transaction with the foundation for the sale, purchase, lease or rental of property or to render or employ services, personal or otherwise, or receive pecuniary consideration from the foundation in the form of a fee or grant, such directors or members shall forthwith give the board of directors of the foundation notice with full factual disclosures, of such interest or relationship and shall thereafter absent themselves during both explicit review of the matter. Officers are required to complete this information during the onboarding process and this information is reaffirmed and updated annually. Form 990, Part VI, Section B, Line 15B A formal compensation study is completed every 3 years and is initiated by the Compensation Committee and approved by the Committee. The Compensation Committee is a sub-committee of the Board of Directors and is charged with summarizing the results of comparative salary ranges for the CEO and COO/CFO using a professional services firm and their compensation recommendations. The results are forwarded to the Executive Committee to formulate a compensation package, benefits, and duties of the position. Prior to approval of the executive leadership compensation, the Executive Committee meets in executive session to discuss and also advise on other staff positions. The results are then included in the organizations budget which is approved in total by the Board of Directors. Form 990, Part VI, Section C, Line 19 All information is made available on the Foundations website ccfphx.org and GuideStar, a central source of information on U.S. nonprofits. The Foundations articles of incorporation, by-laws, financial statements and Form 990 are all available to the public upon request. The Foundation does not make the conflict of interest policy documents available to the public. Form 990, Part XI, Line 9 Change in Split Interest Trust -239,020 less Interest Expense 309,264 add Administrative Service Fee Expense to Invested Funds 929,990 Total administrative fee activity net of Agency Fund administrative fee activity Exeter Partners LP 517 N 11 St Livingston MT 59047 330771937 Investment MT N/A Unrelated 135000 1815000 false false 0.97000 Verde Valley Land & Cattle LLC PO Box 1619 Cottonwood AZ 86326 710882293 Ranching AZ N/A Unrelated 3259456 false false 0.55590 false false false false false false false false false false false false false false false false false false false