2025-09-15T10:41:44-05:00 2024-12-31 371574855 CORRIGAN KRAUSE 191 AMERICAN BLVD SUITE 201 WESTLAKE OH 44145 990 2024-01-01 202520875 ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND STBE 4404762935 2300 CLAGUE ROAD WESTLAKE OH 44145 LAUREN DEFAZIO PRESIDENT 4404762935 2025-08-15 1 1 HENRY F GINGERICH CPA P00227826 4404710800 2025-08-15 2024 2025-03-06 01:10:19Z LAUREN DEFAZIO 2300 CLAGUE ROAD WESTLAKE OH 44145 608323 0 X N/A X 2005 OH ST. BERNADETTE PROVIDES FUNDS TO ST. BERNADETTE CHURCH & ST. BERNADETTE SCHOOL TO SUBSIDIZE FINANCIAL AID, TEACHER REWARDS & RETENTION, AND OTHER EDUCATIONAL & RELIGIOUS PROGRAMS 6 6 0 0 0 0 650 61283 0 0 115695 234504 0 0 116345 295787 86497 27440 0 0 0 0 0 0 0 16518 14031 103015 41471 13330 254316 2548034 2849173 0 0 2548034 2849173 ST. BERNADETTE PROVIDES FUNDS TO ST. BERNADETTE CHURCH & ST. BERNADETTE SCHOOL TO SUBSIDIZE FINANCIAL AID, TEACHER REWARDS & RETENTION, AND OTHER EDUCATIONAL & RELIGIOUS PROGRAMS 0 0 41471 27440 234504 ST. BERNADETTE CARITAS SOCIETY ENDOWMENT FUND PROVIDES FINANCIAL SUPPORT FOR THE EDUCATIONAL AND RELIGIOUS PROGRAMS AT ST. BERNADETTE CHURCH AND SCHOOL. ST. BERNADETTE IS A CATHOLIC PARISH IN WESTLAKE, OHIO WHICH OPERATES UNDER THE CATHOLIC DIOCESE OF CLEVELAND AND THE ROMAN CATHOLIC CHURCH IN THE UNITED STATES. APPROXIMATELY 3,000 FAMILIES ARE REGISTERED MEMBERS OF THE PARISH AND THERE ARE ABOUT 400 STUDENTS ENROLLED AT ST. BERNADETTE SCHOOL, GRADES KINDERGARTEN THROUGH EIGHTH. 41471 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OH X TIM SULLIVAN 4407884443 2300 CLAGUE ROAD WESTLAKE OH 44145 X LAUREN DEFAZIO PRESIDENT 5.00 X 0 0 0 PATRICK KELLY TREASURER 5.00 X X 0 0 0 TIM BUCKLEY DIRECTOR 1.00 X 0 0 0 KENT CASTELLUCCIO TREASURER 1.00 X X 0 0 0 DENA ADLER DIRECTOR 1.00 X 0 0 0 CATHERINE MYERS DIRECTOR 1.00 X X 0 0 0 JOHN LIPAJ DIRECTOR 1.00 X 0 0 0 BRAD NORTON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 61283 61283 139117 139117 407923 312536 95387 95387 95387 295787 234504 0 0 27440 27440 55 55 340 340 13457 13457 BANK CHARGES 179 179 41471 41471 0 0 12356 35624 235272 136830 2300406 2676719 2548034 2849173 0 0 X 2548034 2849173 2548034 2849173 2548034 2849173 254316 46823 0 X 0 0 0 X 50860 346139 1180 20650 61283 480112 50860 346139 1180 20650 61283 480112 480112 8010 81580 130184 71572 139115 430461 910573 0.52730 0.79530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2548034 61283 281328 27440 14032 2849173 2345498 650 304901 86497 16518 2548034 3048387 1180 -527052 157807 19210 2345498 2394602 346139 315547 43265 15286 3048387 2170525 210 304693 67319 13507 2394602 0 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO PROVIDE FINANCIAL SUPPORT FOR THE EDCATIONAL AND RELIGIOUS PROGRAMS AT ST. BERNADETTE CHURCH AND SCHOOL. 1 ST BERNADETTE SCHOOL 2300 CLAGUE RD WESTLAKE OH 44145 501(C)(3) 27440 0 GRANTS GIVEN TO HELP PROVIDE FINANCIAL AID FOR THOSE IN NEED, ADDITIONAL FUNDS TO HELP FUND SCHOOL PROJECTS THAT ARE DEEMED NECESSARY BY THE PRINCIPAL/PASTOR PART I, LINE 2: THE PARISH FINANCE DIRECTOR, THE PRINCIPAL AND/OR PASTOR SUBMIT A WRITTEN REQUEST FOR TUITION/FINANCIAL ASSISTANCE FOR STUDENTS AND FAMILIES ON A NO-NAME BASIS TO THE ENDOWMENT BOARD. THE REQUEST IS ACCOMPANIED BY A SPREADSHEET WHICH DETAILS THE FINANCIAL ANALYSIS PERFORMED BY THE PRIVATE SCHOOL ASSISTANCE SERVICE (PSAS) AS TO A FAMILY'S CALCULATED CONTRIBUTION TO A CHILD'S EDUCATION, AND THE "NEED OR "GAP" BETWEEN WHAT THE FAMILY CAN AFFORD AND THE NORMAL TUITION CHARGES. THE GOAL OF THE ENDOWMENT IS TO PAY THE FULL "NEED" AMOUNT FOR EVERY QUALIFYING STUDENT AND FAMILY. THE PRINCIPAL AND FINANCE DIRECTOR SUBMIT WRITTEN VERIFICATION THAT THE ENDOWNMENT GRANTS ARE ALLOCATED AND CREDITED TO THE APPROPRIATE STUDENT'S TUITION BALANCES. FOR ALL OTHER GRANTS AND AWARDS, THE PARISH AND SCHOOL ADMINISTRATOR, SUBMIT GRANT REQUESTS OUTLINING THE PURPOSE AND USES OF POTENTIAL GRANT MONEY ALONG WITH DOCUMENTATION SUBSTANTIATING THE COSTS OR THE PARTICULAR PROGRAM OR USE. AFTER THE GRANT HAS BEEN MADE, THE ADMINISTRATORS SUBMIT WRITTEN VERIFICAION THAT THE MONEY WAS RECIEVED AND WAS APPLIED FOR THE INTENDED PURPOSES, SUBMITTING RECEIPTS ANDOTHER EVIDENCE OR ITS USE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD MEMBERS OF ST. BERNADETTE CARITAS SOCIETY ENDOWMENT FUND BEFORE THE FORM IS FILED WITH THE IRS. FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY. ANY CHANGES ARE DISCUSSED AND MADE AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER IS PROVIDED WITH THE CONFLICT OF INTEREST POLICY TO READ AND UNDERSTAND. IF ANY CONFLICTS ARISE THE BOARD MEMBERS MUST DISCLOSE AND REFRAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.