2026-03-06T12:06:52-06:00 2025-04-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2024-05-01 521284733 THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION CATH 2023195606 620 MICHIGAN AVENUE WASHINGTON DC 20064 MICHAEL ZELENY SVP & CFO 2023195606 2026-03-06 1 0 MARY TORRETTA P00847851 7038477500 2024 2025-03-06 01:10:19Z MICHAEL ZELENY 620 MICHIGAN AVENUE WASHINGTON DC 20064 1103596 0 X N/A X 1983 DC TO PROVIDE SUPPORT TO CATHOLIC UNIVERSITY OF AMERICA. 4 0 0 0 0 0 0 0 0 0 69432 65399 0 0 69432 65399 0 0 0 0 56403 69710 0 0 0 6181 3571 62584 73281 6848 -7882 1444768 1481978 0 6886 1444768 1475092 X THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO OPERATE EXCLUSIVELY TO SUPPORT THE CATHOLIC UNIVERSITY OF AMERICA. THE CATHOLIC UNIVERSITY OF AMERICA IS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, (CONTINUED ON SCHEDULE O)SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF THE PROVISIONS OF SECTIONS 170(C) (2)(B) AND 501 (C)(3) OF THE INTERNAL REVENUE CODE. 0 0 69710 0 0 HIGHER EDUCATION: SUPPORTS THE CATHOLIC UNIVERSITY OF AMERICA, WHICH OFFERS PROGRAMS OF STUDY LEADING TO BACHELORS, MASTERS AND DOCTORAL DEGREES IN THE LIBERAL ARTS AND SCIENCES, RELIGIOUS STUDIES AND IN SEVERAL PROFESSIONAL AREAS INCLUDING ENGINEERING, ARCHITECTURE, SOCIAL SERVICE, NURSING, MUSIC AND LAW. (INSTRUCTION AND DEPARTMENTAL RESEARCH) 69710 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL ZELENY 2023195606 620 MICHIGAN AVENUE NE LEAHY HALL WASHINGTON DC 20064 PETER KILPATRICK EX-OFFICIO DIRECTOR/PRESIDENT 1.00 41.00 X X 0 625749 55592 ROBERT M SPECTER THRU 102024 EX-OFFICIO DIRECTOR/TREASURER 1.00 41.00 X X 0 470148 54219 ROSOLOC HENDERSON AS 112024 EX-OFFICIO DIRECTOR/TREASURER 1.00 41.00 X X 0 188552 34018 DAVID AARON DOMINGUEZ EX-OFFICIO DIRECTOR/PROVOST 1.00 41.00 X 0 463546 62077 LAWRENCE J MORRIS DIRECTOR 1.00 40.00 X 0 337525 35768 JOHN H GARVEY FORMER PRESIDENT; CUA PROFESSOR 1.00 41.00 X 0 178939 3636 0 2264459 245310 0 1 1 0 0 27723 27723 1075873 1038197 37676 37676 37676 65399 0 0 65399 52484 52484 5248 5248 8140 8140 3838 3838 112 112 ENDOWMENT ADMIN. 3459 3459 73281 69710 3571 0 79231 81972 1530 1364007 1400006 1444768 1481978 6886 0 6886 X 44363 37260 1400405 1437832 1444768 1475092 1444768 1481978 -7882 38206 0 X 0 1 X 1 0 X X 1 THE CATHOLIC UNIVERSITY OF AMERICA 530196583 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1364007 102320 62829 3492 1400006 1372308 55008 59979 3330 1364007 1418077 13050 55702 3117 1372308 1399245 75031 53348 2851 1418077 1108320 341337 47735 2677 1399245 0.00000 1.00000 0.00000 0 1 1 0 CATHOLIC UNIVERSITY ENDOWMENT POOL 1400006 F 1400006 X PART V, LINE 4: THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT PURPOSES OF THE CATHOLIC UNIVERSITY OF AMERICA. PART X, LINE 2: THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITION THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. 1 0 0 0 0 0 0 0 0 PETER KILPATRICK EX-OFFICIO DIRECTOR/PRESIDENT 0 567673 0 51218 0 6858 0 34500 0 21092 0 681341 0 0 DAVID AARON DOMINGUEZ EX-OFFICIO DIRECTOR/PROVOST 0 460410 0 1000 0 2136 0 34500 0 27577 0 525623 0 0 ROBERT M SPECTER THRU 102024 EX-OFFICIO DIRECTOR/TREASURER 0 463651 0 0 0 6497 0 34500 0 19719 0 524367 0 0 LAWRENCE J MORRIS DIRECTOR 0 333212 0 0 0 4313 0 33280 0 2488 0 373293 0 0 ROSOLOC HENDERSON AS 112024 EX-OFFICIO DIRECTOR/TREASURER 0 187284 0 1000 0 268 0 9921 0 24097 0 222570 0 0 JOHN H GARVEY FORMER PRESIDENT; CUA PROFESSOR 0 50373 0 0 0 128566 0 2637 0 999 0 182575 0 0 PART I, LINE 4A SEVERANCE WAS PAID TO JOHN GARVEY ON 01/10/2025, BY CATHOLIC UNIVERSITY OF AMERICA, IN THE AMOUNT OF $128,566. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 3: AN AFFILIATED ORGANIZATION USED THE FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION STUDIES, AND BOARD OR COMPENSATION COMMITTEE APPROVAL IN ESTABLISHING COMPENSATION OF THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF THE SUPPORTED ORGANIZATION, THE CATHOLIC UNIVERSITY OF AMERICA, HAS THE POWER TO APPOINT THE BOARD OF DIRECTORS OF THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SENT TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN. THE TRUSTEES WERE GIVEN THE OPPORTUNITY TO REVIEW THE DOCUMENT AND ADDRESS COMMENTS OR QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION OPERATES BY THE CATHOLIC UNIVERSITY OF AMERICA'S STANDARDS WITH RESPECT TO THE CONFLICT OF INTEREST POLICY. TRUSTEES MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS, INCLUDING FINANCIAL, FAMILY, OR EXTERNAL INTERESTS THAT COULD INFLUENCE FOUNDATION DECISIONS. THE CATHOLIC UNIVERSITY OF AMERICA'S (AN AFFILIATED ORGANIZATION) COMPLIANCE OFFICE FACILITIES THE ANNUAL DISCLOSURE PROCESS FOR BOTH TRUSTEES. DISCLOSURES ARE REVIEWED BY THE SECRETARY OF THE BOARD AND COMPLIANCE OFFICER. THERE ARE NO FACULTY OR STAFF, AND THE FOUNDATION'S TRANSACTIONS ARE LIMITED TO A VERY SMALL NUMBER OF CLEARLY DEFINED ACTIVITIES. FORM 990, PART VI, LINE 13: THE CATHOLIC OF AMERICA FOUNDATION OPERATES BY THE CATHOLIC UNIVERSITY OF AMERICA'S STANDARDS WITH RESPECT TO THE WHISTLEBLOWER POLICIES. FORM 990, PART VI, LINE 14: THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION OPERATES BY THE CATHOLIC UNIVERSITY OF AMERICA'S STANDARDS WITH RESPECT TO THE DOCUMENT RETENTION AND DESTRUCTION POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY WEBSITE. THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVENUE NE LEAHY HALL WASHINGTON DC 20064 530196583 HIGHER EDUCATION DC 501(C)(3) LINE 2 N/A 0 ALBERT E FARONE & ANGELA T FARONE 620 MICHIGAN AVENUE NE LEAHY HALL WASHINGTON DC 20064 160911612 TO AWARD SCHOLARSHIPS TO CUA STUDENTS NY 501(C)(3) LINE 12A, I THE CATHOLIC UNIVERSITY OF AMERICA 0 CHARITABLE REMAINDER TRUST (2) 620 MICHIGAN AVENUE NE LEAHY HALL WASHINGTON DC 20064 SPLIT TRUST AGREEMENT MD N/A T 0 CHARITABLE REMAINDER TRUST (3) 620 MICHIGAN AVENUE NE LEAHY HALL WASHINGTON DC 20064 SPLIT TRUST AGREEMENT DC N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0