2024-05-15T06:25:01-05:00 2023-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2022-07-01 593271754 CATHOLIC FOUNDATION OF THE DIOCESE OF ST AUGUSTINE INC CATH 9042623200 11625 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 322582060 PATRICIA DISANDRO EXECUTIVE DIRECTOR 9042623200 2024-05-14 1 PATRICIA DISANDRO 999009999 0 CORINNE LAROCHE P01500189 3523781331 2024-05-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA DISANDRO 11625 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 322582060 5835963 0 0928 X HTTPS://CF.DOSAFL.COM/ X 1987 FL SEE SCHEDULE O 23 18 4 18 0 0 369836 1026643 0 505161 883398 542170 0 0 1253234 2073974 1664206 1829541 0 0 302631 365155 0 0 256307 143484 740199 2110321 2934895 -857087 -860921 41451427 45543900 747210 668993 40704217 44874907 THE CATHOLIC FOUNDATION BUILDS A CHRIST-CENTERED FUTURE FOR THE GOOD WORKS OF THE CHURCH IN NORTH FLORIDA THROUGH INSPIRED CHARITABLE GIVING. 0 0 2555800 1829541 505161 THE CATHOLIC FOUNDATION SERVES THE DIOCESE OF ST. AUGUSTINE BY:- ESTABLISHING AND MANAGING PERMANENTLY ENDOWED RESTRICTED AND UNRESTRICTED FUNDS THAT PROVIDE ANNUAL DISBURSEMENTS TO PARISHES, SCHOOLS, AND MINISTRIES- OFFERING CHARITABLE GIFT ANNUITIES THAT PROVIDE THE FAITHFUL WITH FIXED INCOME PAYMENTS FOR LIFE- SUPPORTING THE GOOD WORKS OF OUR CHURCH THROUGH GRANTMAKING - A PROCESS WHERE THE BOARD OF DIRECTORS REVIEWS AND AWARDS GRANTS FOR PROJECTS PROPOSED BY CATHOLIC ENTITIES 2555800 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X THE ORGANIZATION 9042623200 11625 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 322582060 KENNETH THOMPSON JR IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 MICHAEL MAGUIRE CHAIR 1.00 0.00 X X 0 0 0 JANE LANIER VICE CHAIR 1.00 0.00 X X 0 0 0 REV MSGR MICHAEL HOULE TREASURER 1.00 35.00 X X 0 60278 17866 DR JACQUELINE BROWN SECRETARY 1.00 0.00 X X 0 0 0 MOST REV ERIK T POHLMEIER PRESIDENT 1.00 35.00 X X 0 15958 4621 DEBBIE ENGLISH DIRECTOR 1.00 0.00 X 0 0 0 REV MSGR KEITH BRENNAN VICAR GENERAL 1.00 35.00 X 0 39042 17866 DENNIS AXMAN DIRECTOR 1.00 0.00 X 0 0 0 MARTHA BARRETT DIRECTOR 1.00 0.00 X 0 0 0 JUAN CHALUJA DIRECTOR 1.00 0.00 X 0 0 0 C WILLIAM CURTIS III DIRECTOR 1.00 0.00 X 0 0 0 DEACON MIKE ELISON CHANCELLOR 1.00 35.00 X 0 88830 6440 MARILYN BELO DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY FLANAGAN DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM MCMENAMY DIRECTOR 1.00 0.00 X 0 0 0 VERY REV JASON C TRULL DIRECTOR 1.00 35.00 X 0 42228 17866 TERESITA ROSARIO DIRECTOR 1.00 0.00 X 0 0 0 SIDNEY SIMMONS DIRECTOR 1.00 0.00 X 0 0 0 JOHN DELANEY DIRECTOR 1.00 0.00 X 0 0 0 DEACON SANTIAGO ROSADO DIRECTOR 1.00 35.00 X 0 0 0 PHILIP MOSES DIRECTOR 1.00 0.00 X 0 0 0 TIM CEBULKO FINANCIAL CONSULTANT 1.00 0.00 X 0 0 0 STEPHEN BELL CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 159415 25475 PATRICIA DISANDRO EXECUTIVE DIRECTOR 35.00 0.00 X 106290 0 27590 106290 405751 117724 1 0 1 0 0 66869 959774 1026643 ADMINISTRATIVE FEES 900099 505161 505161 505161 812849 812849 3491310 3761989 -270679 -270679 -270679 2073974 505161 0 542170 1829541 1829541 135244 67622 33811 33811 175664 2028 44953 128683 9108 2762 6346 23726 7957 15769 21413 3007 5861 12545 12604 12604 48531 48531 30683 30683 14450 2875 3773 7802 3407 678 889 1840 7410 1475 1935 4000 1072 1072 DIOCESE EXPENSES 505161 505161 ANNUITANT PAYMENTS 89417 89417 PROGRAM COSTS 27464 5465 7171 14828 2934895 2555800 122788 256307 630448 1059792 242562 105022 3500 40284870 43745704 816664 106765 41451427 45543900 13655 15040 733555 653953 747210 668993 X 3266941 3916418 37437276 40958489 40704217 44874907 41451427 45543900 -860921 5031611 0 X 0 1 X 1 0 X X 1 DIOCESE OF ST AUGUSTINE 590637829 1 1 2555800 0 1 2555800 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN V AMOUNT REFLECTED ON PART I, LINE 12G, COLUMN V INCLUDES AMOUNTS PAID DIRECTLY TO OR ON BEHALF OF THE DIOCESE OF ST. AUGUSTINE AND ITS AFFILIATED ORGANIZATIONS. PART IV, SECTION B, LINE 1: THE BISHOP, THE CHANCELLOR, THE VICAR GENERAL AND/OR EPISCOPAL VICAR OF THE DIOCESE OF ST. AUGUSTINE SHALL BE EX-OFFICIO DIRECTORS, WITH FULL RIGHTS OF DIRECTORS, INCLUDING VOTING RIGHTS. THE REMAINING DIRECTORS ("THE APPOINTED DIRECTORS") OF THE FOUNDATION SHALL BE APPOINTED BY THE PRESIDENT OF THE FOUNDATION, WHO IS THE BISHOP OF THE DIOCESE OF ST. AUGUSTINE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25420336 539909 449750 26409995 24884654 344456 191226 25420336 24461644 558610 -135600 24884654 23393109 830727 237808 24461644 22731213 371089 290807 23393109 1.00000 0 0 0 DUE TO DIOCESE OF ST. AUGUSTINE 22259 ANNUTIES PAYABLE 631694 653953 X 6551893 5031611 5031611 1520282 48531 505161 553692 2073974 2381203 0 2381203 48531 505161 553692 2934895 PART V, LINE 4: PARISHES, SCHOOLS OR MINISTRIES WITHIN THE STRUCTURE OF THE CATHOLIC FOUNDATION OF THE DIOCESE OF ST. AUGUSTINE MAY ESTABLISH RESTRICTED FUNDS FOR SPECIFIC PURPOSES AS SUBMITTED TO THE FOUNDATION. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 509(A). MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES REVENUE AND EXPENSE ELIMINATED ON THE AUDITED FINANCIALS 505,161. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES REVENUE AND EXPENSE ELIMINATED ON THE AUDITED FINANCIALS 505,161. 1 BASILICA OF THE IMMACULATE CONCEPTION 121 EAST DUVAL STREET JACKSONVILLE FL 32202 590657323 501(C)(3) 6985 0 SUPPORT FOR ALPHA - 13 WEEK PROGRAM TO WELCOME IN THE UNCHURCHED TO OUR PARISH AND HELP THEM LEARN MORE ABOUT CHRIST BISHOP JOHN J SNYDER HIGH SCHOOL 5001 SAMARITAN WAY JACKSONVILLE FL 32210 450463893 501(C)(3) 39038 0 FOR THE IMPROVEMENT OF TEACHERS IN IMPLEMENTING ELECTRONIC INFRASTRUCTURE TO ALLOW STUDENTS TO LEARN WITH TRADITIONAL TEXTBOOKS OR USE OF MYRIAD ELECTRONIC DEVICES NOW AVAILABLE, AND IN ANY OTHER MANNER THAT IMPROVES THE QUALIFICATIONS OF THE TEACHING STAFF, NU-TREND SCHOLARSHIP, BJSH VALLENCOURT SCHOLARSHIP BISHOP KENNY HIGH SCHOOL 1055 KINGMAN AVENUE JACKSONVILLE FL 32207 590693090 501(C)(3) 32102 0 FOR THE IMPROVEMENT OF TEACHERS IN IMPLEMENTING ELECTRONIC INFRASTRUCTURE TO ALLOW STUDENTS TO LEARN WITH TRADITIONAL TEXTBOOKS OR USE OF MYRIAD ELECTRONIC DEVICES NOW AVAILABLE, AND IN ANY OTHER MANNER THAT IMPROVES THE QUALIFICATIONS OF THE TEACHING STAFF, TO SUBSIDIZE OPERATIONAL AND CAPITAL EXPENDITURES BLESSED TRINITY CATHOLIC CHURCH 10472 BEACH BOULEVARD JACKSONVILLE FL 32246 591281610 501(C)(3) 11468 0 FOR THE EDUCATION AND SUPPORT OF INDIGENT YOUTH AND ELDERLY IN THE PARISH CATHEDRAL BASILICA OF ST AUGUSTINE 35 TREASURY STREET ST AUGUSTINE FL 32084 590641391 501(C)(3) 82118 0 FOR LITURGICAL NEEDS AT CATHEDRAL BASILICA CATHOLIC CHARITIES BUREAU INC 3100 UNIVERSITY BLVD SOUTH SUITE 121 JACKSONVILLE FL 32202 590862770 501(C)(3) 59943 0 FOR OPERATIONAL AND CAPITAL EXPENDITURES CATHOLIC CHARITIES GAINESVILLE REGIONAL OFFICE 1701 NE 9TH STREET GAINESVILLE FL 32609 591785681 501(C)(3) 62504 0 FOR CATHOLIC CHARITIES GAINESVILLE ADOPTION PROGRAM CATHOLIC CHARITIES JACKSONVILLE REGIONAL OFFICE 40 E ADAMS STREET SUITE 320 JACKSONVILLE FL 32202 590624375 501(C)(3) 25275 0 SCHOLARSHIPS FOR CAMP I AM SPECIAL - DESIGNED AROUND THE DIFFERING NEEDS AND ABILITIES OF CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DIFFERENCES CHRIST THE KING CATHOLIC CHURCH 742 ARLINGTON ROAD JACKSONVILLE FL 32211 590791008 501(C)(3) 99874 0 FOR THE BENEFIT OF CHRIST THE KING PARISH, FOR THE EDUCATION AND SUPPORT OF INDIGENT YOUTH AND ELDERLY IN THE PARISH, FOR THE BENEFIT OF ST. VINCENT DE PAUL SOCIETY AT CHRIST THE KING PARISH CHRIST THE KING CATHOLIC SCHOOL 6822 LARKIN ROAD JACKSONVILLE FL 32211 372097235 501(C)(3) 12393 0 FOR THE BENEFIT OF CHRIST THE KING CATHOLIC SCHOOL DIOCESE OF ST AUGUSTINE 11625 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593271754 501(C)(3) 359790 0 FOR THE GENERAL PURPOSES OF THE MINISTRY, FOR THE BENEFIT OF THE FAMILY LIFE MINISTRY, TO BENEFIT CATHOLIC EDUCATION AT CATHOLIC SCHOOLS IN NASSAU COUNTY, FOR THE MAINTENANCE, RENOVATION AND GENERAL MANAGEMENT OF CASA SAN PEDRO - DIOCESAN RETIRED PRIESTS' RESIDENCE, TO SUPPORT THE EDUCATION OF LATE VOCATION SEMINARIANS OF THE DIOCESE OF ST. AUGUSTINE, FOR THE EDUCATION OF SEMINARIANS, MULTI-CULTURAL YOUTH CONFERENCE (MYC), SERVANT HEART CAMP, DOSA YOUTH AND YOUNG ADULT MINISTRY MINORITY SCHOLARSHIP PROGRAM, DOSA URBAN PLUNGE MISSION MINISTRY EPIPHANY CATHOLIC CHURCH 1905 SW EPIPHANY COURT LAKE CITY FL 32025 590910347 501(C)(3) 5148 0 INDOOR STATIONS OF THE CROSS RESTORATION EPIPHANY CATHOLIC SCHOOL 1937 SW EPHIPHANY COURT LAKE CITY FL 32025 593412978 501(C)(3) 15588 0 FOR THE BENEFIT OF EPIPHANY CATHOLIC SCHOOL, RURAL EDUCATION INITIATIVE - TRANSPORTATION, A BREAKFAST AND SCHOOL LUNCH PROGRAM WHICH PROVIDES FREE OR REDUCED MEALS TO THE MAJORITY OF THE STUDENT POPULATION, ACADEMICS WITH FAITH INTEGREATED INTO THE SUJECT MATTER, AND EXTRACULLICULAR ACTIVITIES FOR STUDENTS IN GRADES K-8 GUARDIAN CATHOLIC SCHOOL 4920 BRENTWOOD AVE STE 201 JACKSONVILLE FL 32206 593747599 501(C)(3) 110503 0 FOR THE BENEFIT OF GUARDIAN CATHOLIC SCHOOL, IMPROVING STUDENT READING AND MATH THROUGH DIGITAL ACCESS HOLY FAITH CATHOLIC CHURCH 747 NW 43RD STREET GAINESVILLE FL 32607 591603281 501(C)(3) 7587 0 FOR THE BENEFIT OF HOLY FAITH CATHOLIC CHURCH HOLY FAMILY CATHOLIC CHURCH 9800 BAYMEADOWS RD JACKSONVILLE FL 32256 591563908 501(C)(3) 20193 0 FOR EDUCATION AND SUPPORT OF INDIGENT YOUTH AND ELDERLY IN PARISH, ST. ANTHONY THE ABBOTT MISSION HOLY ROSARY CATHOLIC CHURCH 4731 NORWOOD AVENUE JACKSONVILLE FL 32206 596018380 501(C)(3) 7949 0 FOR GENERAL PURPOSES FOR THE PARISH, MOVING CLOSER TO GOD PROGRAM MORNING STAR SCHOOL OF JACKSONVILLE 725 MICKLER RD JACKSONVILLE FL 32211 590860468 501(C)(3) 11028 0 FUNDS FOR 2023-2024 FIELD TRIPS AND FAITH & FAMILY FORMATION PROGRAM QUEEN OF PEACE CATHOLIC CHURCH 10900 SW 24TH AVENUE GAINESVILLE FL 32607 592840633 501(C)(3) 254688 0 SUPPORT FOR QUEEN OF PEACE CATHOLIC ACADEMY & QUEEN OF PEACE CATHOLIC CHURCH SACRED HEART CATHOLIC CHURCH 5752 BLANDING BOULEVARD JACKSONVILLE FL 32244 590242620 501(C)(3) 14559 0 FOR THE BENEFIT OF SACRED HEART PARISH & SACRED HEART CATHOLIC SCHOOL (JACKSONVILLE) SAN JOSE CATHOLIC CHURCH 3619 TOLEDO ROAD JACKSONVILLE FL 32217 596046996 501(C)(3) 8705 0 FOR THE EDUCATION AND SUPPORT OF INDIGENT YOUTH AND ELDERLY IN THE PARISH SAN JOSE CATHOLIC SCHOOL 3619 TOLEDO ROAD JACKSONVILLE FL 32217 592891494 501(C)(3) 13857 0 FOR OPERATIONAL NEEDS AND CAPITAL EXPENDITURES OF SCHOOL, FUNDS FOR OUT OF DUST MARKETING SAN JUAN CATHOLIC MISSION 304 PLANT AVENUE SE BRANFORD FL 32008 592594875 501(C)(3) 5063 0 SCHOOL TRANSPORT FOR LOW TO MODERATE INCOME SAN JUAN DEL RIO CATHOLIC CHURCH 1718 STATE ROAD 13 ST JOHNS FL 32259 592630819 501(C)(3) 8053 0 FOR THE BENEFIT OF SAN JUAN DEL RIO PARISH, SAN JUAN DEL RIO BELL TOWER, & SAN JUAN DEL RIO PERPETUAL CARE SAN LORENZO CEMETERY 1635 US HWY 1 SOUTH ST AUGUSTINE FL 32084 590937931 501(C)(3) 25240 0 FOR THE PERPETUAL CARE OF CEMETERIES OF THE DIOCESE OF ST. AUGUSTINE SANTA FE SHRINE OF OUR LADY OF LA LECHE 17155 NW US HWY 441 ST AUGUSTINE FL 32084 501(C)(3) 10000 0 TO FUND SANTA FE SHRINE HIGHWAY BILLBOARDS ST FRANCIS CATHOLIC ACADEMY 4100 NW 115TH TERRACE GAINESVILLE FL 32606 341976018 501(C)(3) 18747 0 TO PROVIDE TUITION ASSISTANCE TO QUALIFIED STUDENTS OF ST. FRANCIS CATHOLIC HIGH SCHOOL WHO HAVE FINANCIAL NEED ST AMBROSE CATHOLIC CHURCH 6070 CHURCH ROAD ELKTON FL 32033 590982736 501(C)(3) 12835 0 FOR THE BENEFIT OF ST. AMBROSE PARISH & ST. AMBROSE CEMETARY ST ANASTASIA CATHOLIC CHURCH 5205 A1A SOUTH ST AUGUSTINE FL 32080 593236619 501(C)(3) 23268 0 FOR OPERATIONAL AND CAPITAL EXPENSES FOR THE PARISH ST CATHERINE OF SIENA CATHOLIC CHURCH 1649 KINGSLEY AVENUE ORANGE PARK FL 32073 591297247 501(C)(3) 7649 0 FOR OPERATIONAL AND CAPITAL EXPENSES FOR THE PARISH ST ELIZABETH ANN SETON CATHOLIC CHURCH 4600 BELLE TERRE PARKWAY PALM COAST FL 32164 591839035 501(C)(3) 5573 0 FOR OPERATIONAL AND CAPITAL EXPENSES FOR BOTH ST. ELIZABETH ANN SETON PARISH AND ST. STEPHEN CHAPEL ST FRANCIS XAVIER CATHOLIC CHURCH 928 E HOWARD STREET LIVE OAK FL 32064 590910347 501(C)(3) 11254 0 FOR THE BENEFIT OF ST. FRANCIS XAVIER CHURCH, TO REMODEL KNIGHTS BUILDING TO CCD CLASSROOMS ST JOSEPH ACADEMY 155 STATE ROAD 207 ST AUGUSTINE FL 32084 591271456 501(C)(3) 8723 0 FOR OPERATIONAL AND CAPITAL EXPENSES ST JOSEPH NEIGHBORHOOD CENTER 241 ST GEORGE STREET ST AUGUSTINE FL 32084 596016039 501(C)(3) 10000 0 SUPPORT FOR SJNC PROGRAMS FOR YOUNG SINGLE WORKING MOTHERS ST MADELEINE SOPHIE CATHOLIC CHURCH 17155 NW US HIGHWAY 441 HIGH SPRINGS FL 32643 591631472 501(C)(3) 5652 0 SUPPORT FOR FINANCIAL PEACE UNIVERSITY & YOUTH EVENTS ST MATTHEW CATHOLIC CHURCH 1773 BLANDING BOULEVARD JACKSONVILLE FL 32210 596002471 501(C)(3) 40809 0 FOR OPERATIONAL AND CAPITAL EXPENSES, SCHOLARSHIP SUPPORT ST MICHAEL ACADEMY 228 N 4TH STREET FERNANDINA BEACH FL 32034 593529536 501(C)(3) 73282 0 FOR THE BENEFIT OF ST. MICHAEL ACADEMY, FOR SCHOLARSHIP ASSISTANCE FOR STUDENTS AT ST. MICHAEL ACADEMY ST MICHAEL CATHOLIC CHURCH 201 N 4TH STREET FERNANDINA BEACH FL 32034 591466671 501(C)(3) 5995 0 FOR THE BENEFIT OF ST. MICHAEL CEMETERY ST PATRICK CATHOLIC CHURCH OF GAINESVILLE 500 NE 16TH AVENUE GAINESVILLE FL 32601 590668492 501(C)(3) 10077 0 SUPPORT FOR FREEDOM CLINIC & RESCUE PROJECT ST PATRICK CATHOLIC CHURCH OF JACKSONVILLE 601 AIRPORT CENTER DRIVE E JACKSONVILLE FL 32218 590937538 501(C)(3) 12163 0 FOR THE BENEFIT OF ST. PATRICK CATHOLIC CHURCH (JACKSONVILLE) ST PATRICK INTERPARISH SCHOOL 500 NE 16TH AVENUE GAINESVILLE FL 32601 591275175 501(C)(3) 30397 0 TO SUBSIDIZE OPERATIONAL EXPENSES, SCHOLARSHIPS, AND CAPITAL EXPENDITURES FOR THE SCHOOL ST PAUL'S CATHOLIC CHURCH - JACKSONVILLE BEACH 523 PABLO AVENUE JACKSONVILLE BEACH FL 32250 590835282 501(C)(3) 5689 0 FOR THE BENEFIT OF ST. PAUL'S CATHOLIC CHURCH, JACKSONVILLE BEACH RELIGIOUS EDUCATION FOR YOUTH ST PAUL'S CATHOLIC SCHOOL 2609 PARK STREET JACKSONVILLE FL 32204 593686734 501(C)(3) 140064 0 FOR THE BENEFIT OF ST. PAUL'S CATHOLIC SCHOOL, FOR SCHOLARSHIPS FOR ACADEMICALLY QUALIFIED AND NEEDY STUDENTS AT ST. PAUL'S CATHOLIC SCHOOL ST PAUL'S CATHOLIC SCHOOL - JACKSONVILLE BEACH 523 PABLO AVENUE JACKSONVILLE BEACH FL 32250 593676357 501(C)(3) 28158 0 FOR THE BENEFIT OF ST. PAUL'S CATHOLIC SCHOOL, JACKSONVILLE BEACH ST VINCENT DE PAUL SOCIETY INC 282 SAN MARCO AVENUE ST AUGUSTINE FL 32084 593737795 501(C)(3) 7895 0 FOR THE BENEFIT OF ST. VINCENT DE PAUL SOCIETY, INC. 45 0 PART I, LINE 2: 2023 GRANT AWARDEES WERE REQUIRED TO SUBMIT AN INTERIM REPORT ON THEIR PROJECT/PROGRAM BY 10/31/2023 AND A FINAL REPORT WITH PHOTOS BY 4/31/2024. THESE REPORTS INCLUDE QUESTIONS ABOUT THE IMPACT ON THEIR COMMUNITY, HOW THE PROJECT WENT, AND A DETAILED ACCOUNT OF EXPENSES. THESE REPORTS ARE REVIEWED AND SHARED WITH THE GRANTS REVIEW COMMITTEE. ALSO, 5-7 AWARDEES ARE SELECTED EACH YEAR FOR AN ON-SITE VISIT WHERE BOARD MEMBERS AND STAFF VISIT TO SEE THE PROJECT/PROGRAM IN ACTION. 0 0 0 0 0 0 0 0 0 STEPHEN BELL CHIEF FINANCIAL OFFICER 0 159415 0 0 0 0 0 11910 0 13565 0 184890 0 0 FORM 990, PART I, LINE 1 THE CATHOLIC FOUNDATION BUILDS A CHRIST-CENTERED FUTURE FOR THE GOOD WORKS OF THE CHURCH IN NORTH FLORIDA THROUGH INSPIRED CHARITABLE GIVING. THE CATHOLIC FOUNDATION WAS INCORPORATED IN 1987 TO PROVIDE AN ENDURING SOURCE OF MONETARY SUPPORT FOR THE ENTITIES WITHIN THE DIOCESE OF ST. AUGUSTINE AND SERVED BY THEIR PARISHES, SCHOOLS AND MINISTRIES. MANY OF THESE PROVIDE SERVICES AND SUPPORT TO THE BROADER COMMUNITIES IN WHICH THEY OPERATE. THESE INCLUDE SOCIAL AND EDUCATIONAL SERVICES AND SUPPORT ESPECIALLY FOR THE UNDERSERVED AND THOSE AT THE MARGINS OF OUR SOCIETY. THE CATHOLIC FOUNDATION OFFERS EDUCATIONAL SUPPORT AND GUIDANCE TO BENEFACTORS WISHING TO MAKE LASTING LEGACY GIFT PLANS OR INVESTMENTS TO ITS PERMANENT ENDOWMENT. SERVICE AND SUPPORT TO HELP DONORS REALIZE THEIR PHILANTHROPIC GOALS IS A CORNERSTONE OF OUR WORK. WE REGULARLY PROVIDE GUIDANCE TO THEIR PROFESSIONAL ADVISORS WHEN MAKING SUCH PLANS OR WHEN THEY COME TO FRUITION. THE CATHOLIC FOUNDATION ALSO DEDICATES SUBSTANTIAL FINANCIAL AND HUMAN RESOURCES TO PROMOTING CURRENT AND DEFERRED CHARITABLE PLANNED GIFTS TO OUR CONSTITUENTS - DIOCESAN PARISHES, SCHOOLS AND MINISTRIES. THESE BENEFIT FROM ANNUAL FUNDING FROM THEIR RESTRICTED FUNDS AS WELL AS PROGRAM GRANTS. EDUCATIONAL SUPPORT AND OPPORTUNITIES ARE PROVIDED THROUGH THE FOUNDATION'S WEBSITE, SEMINARS AND WORKSHOPS PROVIDED THROUGHOUT THE REGION, INFORMATIONAL NEWSLETTERS AND PAID ADVERTISING ON THE LOCAL AND DIOCESAN LEVEL. FORM 990, PART V, LINE 2A: THE NUMBER OF EMPLOYEES REPORTED ON FORM 990, PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING THE TAX YEAR 2022 WHICH WERE REPORTED ON FORM W-3 BY THE DIOCESE OF ST. AUGUSTINE, A CONTROLLING RELATED ENTITY, THROUGH A COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING THE OVERALL MANAGEMENT AND OPERATION OF THE CORPORATION AND MAKING SPECIFIC RECOMMENDATIONS TO THE BOARD DESIGNED TO IMPROVE THE EFFECTIVENESS OF THE OPERATION OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL ALSO AUTHORIZE THE DISBURSEMENT OF THE CORPORATE ASSETS IN ACCORDANCE WITH SPECIFIC INSTRUCTIONS FROM THE BOARD. THE EXECUTIVE COMMITTEE MAY ALSO ACT FOR THE CORPORATION DURING TIMES WHEN IT IS INCONVENIENT TO CALL A SPECIAL MEETING OF THE BOARD OR INCONVENIENT TO OBTAIN BOARD ACTION WITHOUT A MEETING. THE EXECUTIVE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR RECOMMENDING TO THE BISHOP SUITABLE CANDIDATES TO FILL VACANCIES OCCURRING ON THE BOARD AND FOR THE OFFICES OF CHAIR OF THE BOARD, VICE CHAIR AND SECRETARY. NOMINATIONS FOR PROSPECTIVE BOARD MEMBERS SHALL BE MADE BY THE EXECUTIVE COMMITTEE TO THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR NOTIFYING THE BOARD OF NEW MEMBERS AND FOR THE SUBSEQUENT ORIENTATION OF SAID MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP, THE CHANCELLOR, THE VICAR GENERAL AND/OR EPISCOPAL VICAR OF THE DIOCESE OF ST. AUGUSTINE SHALL BE EX-OFFICIO DIRECTORS, WITH FULL RIGHTS OF DIRECTORS, INCLUDING VOTING RIGHTS. THE REMAINING DIRECTORS ("THE APPOINTED DIRECTORS") OF THE FOUNDATION SHALL BE APPOINTED BY THE PRESIDENT OF THE FOUNDATION, WHO IS THE BISHOP OF THE DIOCESE OF ST. AUGUSTINE. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER AND CHIEF FINANCIAL OFFICER ARE PROVIDED A DRAFT OF THE INDEPENDENTLY PREPARED FORM 990. AFTER THE REVIEW, THE CFO APPROVES THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE BY REQUIRING ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH DIRECTOR AND OFFICER. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. DIOCESE OF ST AUGUSTINE 11625 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 590637829 CATHOLIC CHURCH FL 501(C)(3) LINE 1 N/A 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0