2026-02-25T10:50:36-05:00 2025-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2024-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 Nancy Coveny PRESIDENT 4044979440 2026-05-15 true true SABRE J LINAHAN P01372980 4048746244 2026-05-15 2024 2025-03-06 01:10:19Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 17725442 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 4675936 7695607 343787 402689 1270946 5437433 0 0 6290669 13535729 4025235 6001636 0 0 963715 1090691 0 0 828490 445637 718994 5434587 7811321 856082 5724408 132834935 150507570 41770844 49808976 91064091 100698594 X 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 6001636 6001636 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. 204317 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. 402689 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. 6205953 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 17 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 187650 0 28711 Juliet Greco VP, Dev. & Donor Relations 40.0 0.0 X 122231 0 24786 John Ronco Director of Finance 40.0 0.0 X 113092 0 24238 Most Reverend Gregory Hartmayer Director 1.0 40.0 X 0 46272 35995 Reverend Henry Atem Director 1.0 40.0 X 0 37152 33087 Matthew Gries Director 1.0 0.0 X 0 0 0 Brent Herrin Board 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 Director 1.0 0.0 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 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 Vice Chair 1.0 0.0 X 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 Salvador Arias Director 1.0 0.0 X 0 0 0 Sant Perez Secretary 1.0 0.0 X 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 Amy Kluesner Director 1.0 0.0 X 0 0 0 Vimala Devassy Director 1.0 0.0 X 0 0 0 422973 83424 146817 3 false true false 0 1236820 6458787 1944046 7695607 FUND MANAGEMENT FEES 523920 402689 402689 402689 2371384 2371384 0 0 0 0 0 7255762 4189713 3066049 3066049 3066049 0 0 0 0 0 0 0 0 0 0 13535729 402689 5437433 6001636 6001636 0 0 0 360499 53600 121758 185141 0 534475 79468 180518 274489 34110 4980 11815 17315 100743 14707 34897 51139 60864 9059 20530 31275 0 684 684 32800 32800 0 0 201084 201084 52424 4738 28145 19541 94590 6697 87893 111682 1606 96975 13101 0 0 108693 17482 29316 61895 0 0 82968 1316 81652 0 0 3300 3300 0 GRANT & DAF EXPENSES 23726 18677 5049 BOARD & VOLUNTEER EXPENSES 7043 7043 7811321 6205953 776878 828490 913553 408589 862816 829748 0 0 1215 0 0 0 0 0 0 0 0 0 59253 64596 48804 40004 12100 8800 130631445 148931634 0 0 0 0 0 0 354553 264203 132834935 150507570 45484 55643 0 0 0 2500 0 0 140369 153184 0 0 0 0 0 0 41584991 49597649 41770844 49808976 X 19889229 20954590 71174862 79744004 91064091 100698594 132834935 150507570 X 5724408 6622365 -2712270 X false true X true false X 6246861 10972005 8279056 4675936 7695607 37869465 0 0 6246861 10972005 8279056 4675936 7695607 37869465 993867 36875598 1125084 931090 1665323 1762873 2371384 7855754 0 0 45725219 1429342 0.80646 0.80074 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44 2148979 3287884 14519767 true true false true X 90247153 3087592 11194618 4684605 99844758 82844982 1747357 9105005 3450191 90247153 72390926 6984413 6203106 2733463 82844982 79371370 7104312 -11260692 2824064 72390926 65124335 1508739 16029197 2935678 177612 177611 79371370 0.20130 0.40660 0.39210 false false 19379 10579 8800 22825 22825 0 6600 6600 0 8800 0 BENEFICIARY ENDOWMENTS 49139642 CHARITABLE GIFT ANNUITY PAYABL 137606 DUE TO ARCHDIOCESE OF ATLANTA 13915 OPERATING LEASE LIABILITY 306486 49597649 X 16320634 6622365 14344 6636709 9683925 201084 3650720 3851804 13535729 6686131 14344 14344 6671787 201084 938450 1139534 7811321 SCHEDULE D, 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. SCHEDULE D, 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. SCHEDULE D, 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, 2022. SCHEDULE D, PART XI, LINE 4B BENEFICIARY ENDOWMENT FUNDS REVENUE SCHEDULE D, PART XII, LINE 4B BENEFICIARY ENDOWMENT FUNDS EXPENSES true Southern Methodist University PO Box 750281 Dallas TX 752750281 750800689 501(C)(3) 2150000 Donor Advised Funds Archdiocese of Atlanta 2401 Lake Park Drive SE Smyrna GA 30080 580677170 501(C)(3) 516311 General Operation and Education and Care of Priest St Pius X Catholic High School 2674 Johnson Rd NE Atlanta GA 303451799 580706914 501(C)(3) 403450 General Operations and Donor Advised Funds Catholic Charities Atlanta Inc 2401 Lake Park Drive Smyrna GA 300808862 581097003 501(C)(3) 277530 General Operations and Donor Advised Funds St Vincent de Paul Georgia 2050 Chamblee Tucker Rd Suite C Atlanta GA 30341 581097003 501(C)(3) 158600 General Operations and Donor Advised Funds St Jude the Apostle Catholic School 7171 Glenridge Dr NE Sandy Springs GA 303282698 580877839 501(C)(3) 143500 General Operations Immaculate Heart of Mary Catholic School 2855 Briarcliff Rd NE Atlanta GA 303292598 586012645 501(C)(3) 118500 General Operations St Thomas More Catholic School 630 W Ponce De Leon Ave Decatur GA 300302951 580456277 501(C)(3) 89200 General Operations Holy Spirit Catholic Church 4465 Northside Dr NW Atlanta GA 303273698 580969299 501(C)(3) 83900 General Operations St Michael Catholic Church 1440 Pearce Cir NE Gainesville GA 305012457 580994090 501(C)(3) 75600 General Operations and Donor Advised Funds Cathedral of Christ the King 2699 Peachtree Rd NE Atlanta GA 303053666 580644901 501(C)(3) 65268 General Operations and Donor Advised Funds St Peter Claver Regional Catholic School 2560 Tilson Rd Decatur GA 300325603 581918801 501(C)(3) 65140 General Operations St Thomas Aquinas Catholic Church 535 Rucker Rd Alpharetta GA 300044099 581132909 501(C)(3) 63900 General Operations St John the Evangelist Catholic School 240 Arnold St Hapeville GA 303541500 205200945 501(C)(3) 52000 General Operations Mt Irenaeus Franciscan Mountain Retreat Inc PO Box 100 West Clarksville NY 14786 222438936 501(C)(3) 50000 Donor Advised Funds My Sister's Place 2480 Martin Luther King Blvd Unit Gainesville GA 305015806 161619238 501(C)(3) 50000 Donor Advised Funds University of Memphis Foundation PO Box 1000 Memphis TN 381480001 626048540 501(C)(3) 50000 Donor Advised Funds St Mary's Academy 861 Ga-279 Fayetteville GA 30214 884341603 501(C)(3) 49440 General Operations St Mary's Catholic School 401 E 7th St SE Rome GA 301613330 412097947 501(C)(3) 37040 General Operations Our Lady of the Assumption Catholic School 1320 Hearst Drive NE Brookhaven GA 30319 586003076 501(C)(3) 36100 General Operations and Donor Advised Funds Mercy Care Foundation 424 Decatur St Atlanta GA 303121848 581448522 501(C)(3) 36000 Donor Advised Funds Catholic Charities USA PO Box 17066 Baltimore MD 212971066 530196620 501(C)(3) 35000 Donor Advised Funds St Joseph Catholic Church Marietta 87 Lacy St NW Marietta GA 300601164 580665896 501(C)(3) 33300 General Operations and Donor Advised Funds Marist School 3790 Ashford Dunwoody Rd NE Atlanta GA 303191899 580566204 501(C)(3) 26050 General Operations and Donor Advised Funds Saia Employee Relief Foundation Inc 11465 Johns Creek Parkway Suite 400 Johns Creek GA 30097 822651158 501(C)(3) 25000 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) 25000 General Operations and Donor Advised Funds Catholic Church of St Ann 4905 Roswell Rd Marietta GA 300626500 581337214 501(C)(3) 23800 General Operations Blessed Trinity Catholic High School 11320 Woodstock Rd Roswell GA 300752548 582068525 501(C)(3) 23000 General Operations and Donor Advised Funds City of Refuge 1300 Joseph E Boone Boulevard Atlanta GA 30314 582194642 501(C)(3) 22500 General Operations and Donor Advised Funds St Brigid Catholic Church 3400 Old Alabama Rd Johns Creek GA 300225525 582414769 501(C)(3) 22500 General Operations Monsignor Donovan Catholic High School 590 Lavender Rd Athens GA 306061114 651169619 501(C)(3) 22440 General Operations St Catherine of Siena Catholic School 1618 Ben King Rd Kennesaw GA 301442945 010552300 501(C)(3) 21500 General Operations Ignatius House Jesuit Retreat Center 6700 Riverside Dr NW Sandy Springs GA 30328 833566129 501(C)(3) 21400 General Operations and Donor Advised Funds Lafayette Catholic School System 2410 S 9th St Lafayette IN 47909 350876374 501(C)(3) 20000 Donor Advised Funds Basilica of the Sacred Heart of Jesus 353 Peachtree St NE Atlanta GA 303083217 580566233 501(C)(3) 19900 General Operations and Donor Advised Funds Holy Spirit Preparatory School 4449 Northside Dr NW Atlanta GA 303273623 582141813 501(C)(3) 19000 General Operations Prince of Peace Catholic Church 6439 Spout Springs Rd Flowery Branch GA 30542 581975077 501(C)(3) 18950 General Operations Cristo Rey Atlanta Jesuit High School 222 Piedmont Avenue NE Atlanta GA 303083306 455550340 501(C)(3) 18700 General Operations and Donor Advised Funds Our Lady of the Assumption Church 1406 Hearst Drive Brookhaven GA 30319 580954717 501(C)(3) 18500 Donor Advised Funds St Joseph Catholic School 81 Lacy St Marietta GA 30060 580665896 501(C)(3) 18000 General Operations Choices Pregnancy Care Center PO Box 52 Gainesville GA 305030052 581721806 501(C)(3) 17000 Donor Advised Funds Catholic Center at Georgia Tech 351 Ferst Dr Atlanta GA 30332 580677170 501(C)(3) 15750 General Operations Christ Our Hope Catholic Church 1786 Wellborn Rd Lithonia GA 300585462 581594490 501(C)(3) 15400 General Operations Cool Girls 315 W Ponce De Leon Ave Ste 800 Decatur GA 300302472 581958246 501(C)(3) 15000 Donor Advised Funds Reach for Excellence 3790 Ashford Dunwoody Road Atlanta GA 30319 010614724 501(C)(3) 14950 General Operations and Donor Advised Funds St John Neumann Regional Catholic School 791 Tom Smith Rd SW Lilburn GA 300472213 581661089 501(C)(3) 14500 General Operations All Saints Catholic Church 2443 Mount Vernon Rd Dunwoody GA 303383003 581293082 501(C)(3) 14300 General Operations Queen of Angels Catholic School 11340 Woodstock Rd Roswell GA 30075 582416044 501(C)(3) 13900 General Operations The Catholic Shrine of the Immaculate Conception 48 Martin Luther King Jr Dr SW Atlanta GA 303033506 580622965 501(C)(3) 13700 General Operations Catholic Relief Services P O Box 5278 Tipton IA 527720517 135563422 501(C)(3) 13530 General Operations and Donor Advised Funds St Jude the Apostle Catholic Church 7171 Glenridge Drive Atlanta GA 303282630 830415529 501(C)(3) 13100 General Operations and Donor Advised Funds The Quest-Atlanta Catholic Radio PO Box 88892 Atlanta GA 30326 824231616 501(C)(3) 13000 General Operations and Donor Advised Funds St Brendan the Navigator Catholic Church 4633 Shiloh Rd Cumming GA 300407456 582473782 501(C)(3) 12800 General Operations St Joseph Catholic School Athens 958 Epps Bridge Pkwy Athens GA 306063345 580864659 501(C)(3) 12540 General Operations St Bernadette Catholic Church 100 Evergreen Lane Cedartown GA 301252092 581638738 501(C)(3) 11700 General Operations The Woodruff Arts Center 1280 Peachtree St NE Atlanta GA 303093502 582107143 501(C)(3) 11500 Donor Advised Funds Family Promise of Hall County 3606 McEver Rd Oakwood GA 30566 275544034 501(C)(3) 11300 General Operations and Donor Advised Funds St Paul of the Cross Catholic Church 551 Harwell Rd NW Atlanta GA 303185999 581451866 501(C)(3) 11100 General Operations FOCUS PO Box 17408 Denver CO 80217 841522811 501(C)(3) 11000 Donor Advised Funds Interfaith Outreach Home Inc 5200 Buford Highway Doraville GA 30340 581861762 501(C)(3) 11000 Donor Advised Funds St Thomas the Apostle Catholic Church 4300 King Springs Rd SE Smyrna GA 300824213 581029424 501(C)(3) 11000 General Operations St Paul the Apostle Catholic Church 1243 Hulsey Rd Cleveland GA 305286903 582118293 501(C)(3) 10500 General Operations Catholic Answers PO Box 199000 San Diego CA 921599940 953754404 501(C)(3) 10000 Donor Advised Funds City Springs Theatre 8601 Dunwoody Place Suite 136 Atlanta GA 30350 821085513 501(C)(3) 10000 Donor Advised Funds Golden Harvest Food Bank 3310 Commerce Drive Augusta GA 30909 581466516 501(C)(3) 10000 Donor Advised Funds Parkinson's Foundation 200 SE 1st St St 800 Miami FL 33131 131866796 501(C)(3) 10000 Donor Advised Funds University of Notre Dame 100 Saint Andre Way Notre Dame IN 46556 350868188 501(C)(3) 10000 Donor Advised Funds Holy Redeemer Catholic School 3380 Old Alabama Rd Johns Creek GA 300225053 582416042 501(C)(3) 9500 General Operations Pinecrest Academy 955 Peachtree Parkway Cumming GA 300416826 582054020 501(C)(3) 9500 General Operations St Joseph Catholic Church Washington 1015 N Bypass W 78 Washington GA 306731267 582096197 501(C)(3) 9500 General Operations St Michael the Archangel Catholic Church 490 Arnold Mill Rd Woodstock GA 301882848 582210253 501(C)(3) 9200 General Operations Divine Mercy Catholic Mission 3542 Clairmont Rd Brookhaven GA 30319 881605002 501(C)(3) 9100 General Operations St Francis of Assisi Catholic Church Blairsville 3717 Highway 515 E Blairsville GA 305123288 582005614 501(C)(3) 9100 General Operations Christ the King School 46 Peachtree Way NE Atlanta GA 303053736 580644901 501(C)(3) 9000 General Operations and Donor Advised Funds Emory University 1762 Clifton Rd NE St 2400 Atlanta GA 30322 580566256 501(C)(3) 9000 Donor Advised Funds Zoo Atlanta 800 Cherokee Ave SE Ste A Atlanta GA 303151470 580633971 501(C)(3) 9000 Donor Advised Funds Notre Dame Academy 4635 River Green Pkwy Duluth GA 30096 841657624 501(C)(3) 8800 General Operations St Mary Magdalene Catholic Church Newnan 3 Village Rd Newnan GA 30265 582576153 501(C)(3) 8500 General Operations St Peter the Rock Catholic Church PO Box 280 The Rock GA 302850280 651207195 501(C)(3) 8500 General Operations Sts Peter and Paul Catholic Church 2560 Tilson Rd Decatur GA 300325603 586014912 501(C)(3) 8500 General Operations St Marguerite D'Youville Catholic Church 85 Gloster Rd NW Lawrenceville GA 300446784 582152157 501(C)(3) 8341 General Operations and Donor Advised Funds St Mary Mother of God Catholic Church 359 Old Griffin Rd Jackson GA 302334952 582129439 501(C)(3) 8200 General Operations and Donor Advised Funds Grey Nuns of the Sacred Heart 928 Jaymor Road Southampton PA 18966 231353364 501(C)(3) 8000 Donor Advised Funds Holy Name of Jesus Chinese Catholic Mission 5395 Light Cir NW Norcross GA 300714138 810706369 501(C)(3) 8000 General Operations St Philip Benizi Catholic Church 591 Flint River Road Jonesboro GA 30238 581036505 501(C)(3) 8000 General Operations Amigos for Christ 268 W Main Street Buford GA 30518 582484257 501(C)(3) 7530 General Operations and Donor Advised Funds A Womans Haven PO Box 591985 San Antonio TX 78259 237311015 501(C)(3) 7400 Donor Advised Funds Purification Heritage Center PO Box 344 Washington GA 306730344 834674723 501(C)(3) 7300 General Operations Sacred Heart Catholic Church Milledgeville 110 N Jefferson St Milledgeville GA 310613416 581113350 501(C)(3) 7100 General Operations Pregnancy Aid Clinic PO Box 92 Roswell GA 30077 581592562 501(C)(3) 6700 General Operations and Donor Advised Funds St Mark Catholic Church 5410 Highway 197 S Clarkesville GA 305236512 582035279 501(C)(3) 6500 General Operations St James the Apostle Catholic Church 1000 Decatur Rd McDonough GA 302525592 581624402 501(C)(3) 6300 General Operations Familiar Hearts Animal Society 6915 Greene St Philadelphia PA 191193413 882236824 501(C)(3) 6000 Donor Advised Funds Foundation for Blind Children 1234 E Northern Ave Phoenix AZ 850204274 860129981 501(C)(3) 6000 Donor Advised Funds Foundation for Tigard Tualatin Schools 6960 SW Sandburg St Tigard OR 972238039 943148515 501(C)(3) 6000 Donor Advised Funds St Vincent de Paul Catholic Church 680 West Memorial Dr Dallas GA 301324123 582410690 501(C)(3) 6000 General Operations The American Red Cross of East Central Georgia 1322 Ellis St Augusta GA 30901 530196605 501(C)(3) 6000 General Operations Whispering Angels Youth Ranch Inc 4549 Clarks Bridge Rd Gainesville GA 30506 471406367 501(C)(3) 6000 Donor Advised Funds St Mary's Catholic Mission Elberton 1009 Benson Str Hartwell GA 30643 582096197 501(C)(3) 5800 General Operations St Francis de Sales Catholic Church 587 Landers Dr SW Mableton GA 301262335 582218074 501(C)(3) 5600 General Operations University Catholic Center at Emory University 1753 North Decatur Road Atlanta GA 30307 582059468 501(C)(3) 5600 General Operations and Donor Advised Funds St Mary's Catholic Church 231 Rothell Rd Ext Toccoa GA 30577 581970396 501(C)(3) 5100 General Operations 103 SCHEDULE I, 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. SCHEDULE I, PART II 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 $3,039,991 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 187650 0 0 0 0 0 11259 0 17452 0 216361 0 0 0 X 20 1944046 MARKET VALUE false true true SCHEDULE M, PART I, COLUMN (B) COLUMN B REPORTS NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, 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. FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND GREGORY HARTMAYER and REVEREND HENRY ATEM WORK FOR THE SAME ORGANIZATION - ARCHDIOCESES OF ATLANTA. FORM 990, 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. FORM 990, 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. FORM 990, 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. AFTER CHECKING COMPARISONS, SALARIES ARE APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 $3,650,720 Beneficiary Endowment Funds Revenue - $938,450 Beneficiary Endowment Funds Expenses ------------- $2,712,270 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 B 516311 CASH ARCHDIOCESE OF ATLANTA C 1236820 CASH ARCHDIOCESE OF ATLANTA P 188187 CASH 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, $1,236,820 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.