2025-10-27T19:17:12-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990 2024-07-01 464060385 CATHOLIC FOUNDATION OF EASTERN PENNSYLVANIA INC CATH 6105541941 2949 W GREENLEAF STREET ALLENTOWN PA 18104 PAUL E HUCK CHAIRMAN 6105541941 2025-10-27 1 0 CARY J GIACALONE II CPA P01799465 6104335501 2025-10-27 2024 2025-03-06 01:10:19Z PAUL E HUCK 2949 W GREENLEAF STREET ALLENTOWN PA 18104 2397474 0 X WWW.CATHOLICFOUNDATIONEP.ORG X 2013 PA TO ALLOW FOR THE DONATION, RESTRICTION, ADMINISTRATION AND DISTRIBUTION OF CERTAIN GIFTS, TO BE HELD IN TRUST FOR BOTH RESTRICTED AND NON-RESTRICTED PURPOSES. 10 9 4 14 0 0 1218321 1612876 221813 293981 456240 489821 0 0 1896374 2396678 388855 581451 0 0 211352 272755 0 0 0 173871 228228 774078 1082434 1122296 1314244 43418920 55177092 30932624 40038133 12486296 15138959 X CATHOLIC FOUNDATION OF EASTERN PENNSYLVANIA, INC., IS A PENNSYLVANIA NONPROFIT CORPORATION, ORGANIZED AND OPERATED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CATHOLIC FOUNDATION SUPPORTS MINISTRIES OF RELIGION, CHARITY, SERVICE AND EDUCATION WITHIN AND/OR OUTSIDE THE DIOCESE OF ALLENTOWN. 0 0 810035 581451 293981 AS AN INDEPENDENT 501(C)(3) CHARITABLE ORGANIZATION, THE CATHOLIC FOUNDATION OF EASTERN PENNSYLVANIA, INC. MANAGES ENDOWMENT ASSETS FOR CATHOLIC PARISHES, EDUCATIONAL INSTITUTIONS, AND MINISTRIES WITHIN AND/OR OUTSIDE THE DIOCESE OF ALLENTOWN, AND THE DISTRIBUTION OF GRANTS TO DESIGNATED BENEFICIARIES. 810035 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 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 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 PA X PETER V WALDRON 6105541941 PO BOX 1430 ALLENTOWN PA 18105 PETER V WALDRON PRESIDENT/SECRETARY/TREASURER 40.00 X 122004 0 24698 PAUL E HUCK CHAIRMAN 5.00 X X 0 0 0 THOMAS J SCALICI VICE-CHAIRMAN 1.00 X X 0 0 0 LINA BARBIERI BOARD MEMBER 1.00 X 0 0 0 JAMES F BOVA BOARD MEMBER 1.00 X 0 0 0 TIM DUCKWORTH JR BOARD MEMBER (AS OF 7/24) 1.00 X 0 0 0 MICHAEL D GUMAN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE KOBAL BOARD MEMBER 1.00 X 0 0 0 MSGR JOHN MCCANN BOARD MEMBER (AS OF 7/24) 1.00 X 0 0 0 W RUSTY SEYLE BOARD MEMBER 1.00 X 0 0 0 122004 0 24698 1 0 0 0 0 1612876 1612876 ADMINISTRATION FEES 561000 293981 293981 293981 490617 490617 796 -796 -796 -796 2396678 293981 0 489821 581451 581451 150806 113104 37702 101449 97874 3575 1731 1731 18769 15875 2894 6927 6927 64939 64939 63154 63154 35672 35672 25779 25779 12184 12184 6358 6358 6169 6169 2314 2314 4732 4732 1082434 810035 272399 0 57718 120287 50000 43311202 54479516 577289 43418920 55177092 7476 6971 30925148 40031162 30932624 40038133 X 12486296 15138959 12486296 15138959 43418920 55177092 1314244 1338419 0 X X 0 1 X 1 0 X 1652635 828427 1121666 1218321 1612876 6433925 1652635 828427 1121666 1218321 1612876 6433925 1159792 5274133 266322 470979 282115 366763 490617 1876796 8310721 603487 0.63460 0.64430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 158 1612876 581451 1 1 0 1 X 0 X 3671943 1338419 1338419 2333524 63154 63154 2396678 1019280 0 1019280 63154 63154 1082434 PART IV, LINE 2B: THE ORGANIZATION ACCEPTS FUNDS TO MANAGE AND INVEST FOR CATHOLIC ORGANIZATIONS PRIMARILY IN BERKS, CARBON, LEHIGH, NORTHAMPTON, AND SCHUYLKILL COUNTIES. CONTRIBUTIONS TO THE VARIOUS FUNDS HAVE BEEN RECORDED AS LIABILITIES OR CONTRIBUTION REVENUE FOR ACCOUNTING AND REPORTING PURPOSES IN ACCORDANCE WITH FASB ASC 958-605-50 (FORMERLY SFAS NO. 136) TRANSFER OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS. CONTRIBUTIONS MADE TO THE ORGANIZATION, WHERE THE DONOR NAMES ITSELF AS THE BENEFICIARY OF THE ASSETS, ARE RECORDED AS AGENCY ENDOWMENT LIABILITIES IN THE STATEMENT OF FINANCIAL POSITION. SUBSEQUENT CHANGES IN THE VALUE OF THESE INVESTMENTS ARE RECORDED AS INCREASES OR DECREASES IN THE AGENCY ENDOWMENT LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART X, LINE 2: NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, IF ANY, WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION COMPLIES WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISION OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AS OF JUNE 30, 2025 THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ST THOMAS MORE PARISH 1040 FLEXER AVE ALLENTOWN PA 18103 61219 0 THIS DISTRIBUTION IS TO BE USED TO SUPPORT A TEACHER EXCELLENCE PROGRAM THAT PROVIDES ANNUAL HONORARIUMS TO RECOGNIZE THE OUTSTANDING WORK AND TIRELESS EFFORT PERFORMED BY ALL FULL-TIME DIOCESAN CLASSROOM TEACHERS (K-8) AND PRE-SCHOOL TEACHERS. EASTERN PA SCHOLARSHIP FOUNDATION PO BOX F ALLENTOWN PA 18105 58525 0 THIS DISTRIBUTION IS TO BE USED FOR SCHOLARSHIP SUPPORT FOR STUDENTS TO ATTEND A CATHOLIC SCHOOL IN THE DIOCESE OF ALLENTOWN. SACRED HEART PARISH 336 N FOURTH ST ALLENTOWN PA 18102 47872 0 THIS DISTRIBUTION IS TO BE USED FOR SCHOLARSHIPS FOR STUDENTS FROM SACRED HEART PARISH, ALLENTOWN, PA TO ATTEND A CATHOLIC SCHOOL IN THE DIOCESE OF ALLENTOWN. ST JOSEPH THE WORKER PARISH 1879 APPLEWOOD DRIVE OREFIELD PA 18069 41921 0 THIS DISTRIBUTION IS TO BE USED FOR SCHOLARSHIP SUPPORT FOR CHILDREN IN NEED TO ATTEND ST. JOSEPH THE WORKER SCHOOL. HOLY FAMILY PARISH 23 FOREST DRIVE NAZARETH PA 18064 39661 0 THIS DISTRIBUTION IS TO BE USED TO SUPPORT SPECIAL PROGRAMS, MAINTENANCE, AND CAPITAL IMPROVEMENTS FOR HOLY FAMILY PARISH IN NAZARETH, PA. ST ANNE PARISH 450 E WASHINGTON ST BETHLEHEM PA 18017 31263 0 THIS DISTRIBUTION IS TO BE USED FOR EDUCATIONAL PROGRAMS OF ST. ANNE PARISH, BETHLEHEM, INCLUDING ELEMENTARY SCHOOL, CCD, AND ADULT FAITH FORMATION. ST JANE FRANCES DE CHANTAL PARISH 4049 HARTLEY AVE EASTON PA 18045 29240 0 THIS DISTRIBUTION IS TO BE USED FOR THE ADELINE CAPURO SCHOLARSHIP FOR STUDENTS WITH FINANCIAL NEED TO ATTEND EITHER ST. JANE DE CHANTEL SCHOOL OR NOTRE DAME HIGH SCHOOL (FRESHMEN). ST PETER PARISH 5TH ST READING PA 19602 25478 0 THIS DISTRIBUTION IS TO BE USED TO PROVIDE FOR ACCESSIBILITY IMPROVEMENTS AT ST. PETER THE APOSTLE PARISH, READING, PA. MERCY SCHOOL FOR SPECIAL LEARNING 830 S WOODWARD ST ALLENTOWN PA 18103 21528 0 THIS DISTRIBUTION IS TO BE USED FOR THE OVERALL OPERATIONS, CAPITAL IMPROVEMENTS, EDUCATIONAL PROGRAMS, EQUIPMENT, AND SCHOLARSHIPS AT THE MERCY SCHOOL. HOLY TRINITY PARISH 4102 SOUTH CHURCH STREET WHITEHALL PA 18052 17000 0 THIS DISTRIBUTION IS TO BE USED TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND FAMILIES WITH FINANCIAL NEED FROM HOLY TRINITY PARISH, WHITEHALL, PA, TO ATTEND A CATHOLIC HIGH SCHOOL IN THE DIOCESE OF ALLENTOWN. MERCY SCHOOL FOR SPECIAL LEARNING 830 S WOODWARD ST ALLENTOWN PA 18103 15801 0 THIS DISTRIBUTION IS TO BE USED TO SUPPORT A TEACHER EXCELLENCE PROGRAM THAT PROVIDES ANNUAL HONORARIUMS OF AN EQUAL AMOUNT TO RECOGNIZE THE OUTSTANDING WORK AND TIRELESS EFFORT PERFORMED BY ALL DIOCESAN CLASSROOM TEACHERS, AND AIDES. ST JOHN VIANNEY SCHOOL 210 N 18TH ST ALLENTOWN PA 18104 8140 0 THIS DISTRIBUTION IS TO BE USED TO SUPPORT THE ANNUAL FUNDS OF ST. JOHN VIANNEY SCHOOL (60%), MERCY SCHOOL (20%), AND CATHOLIC CHARITIES (20%). NATIVITY HIGH SCHOOL ONE LAWTONS HILL POTTSVILLE PA 17901 12252 0 THIS DISTRIBUTION IS TO BE USED FOR THE LORETTA LECHER SCHNEIDER SCHOLARSHIP AND OTHER AWARDS PRESENTED ANNUALLY TO GRADUATING SENIORS AT NATIVITY HIGH SCHOOLS GRADUATION. ST JOSEPH THE WORKER PARISH 1879 APPLEWOOD DRIVE OREFIELD PA 18069 9110 0 THIS DISTRIBUTION IS TO BE USED TO SUPPORT PRESENT AND FUTURE PARISH ACTIVITIES AT ST. JOSEPH THE WORKER PARISH IN OREFIELD, PA. DIOCESE OF ALLENTOWN PO BOX F ALLENTOWN PA 18105 7414 0 THIS DISTRIBUTION IS TO BE USED FOR ANY PURPOSE OR PROJECT IN THE EDUCATION OF SEMINARIANS PREPARING FOR THE PRIESTHOOD DEEMED APPROPRIATE BY THE BISHOP OF THE DIOCESE OF ALLENTOWN OR ONE OF HIS REPRESENTATIVES. HOLY TRINITY PARISH 4102 S CHURCH ST WHITEHALL PA 18052 6463 0 THIS DISTRIBUTION IS TO BE USED TO PROVIDE SCHOLARSHIPS FOR STUDENTS IN HOLY TRINITY PARISH TO ATTEND AN ELEMENTARY OR SECONDARY CATHOLIC SCHOOL IN THE DIOCESE OF ALLENTOWN. HOLY GHOST PARISH 417 CARLTON AVE BETHLEHEM PA 18015 5780 0 THIS DISTRIBUTION IS TO BE USED FOR THE MAINTENANCE OF THE PARISH CEMETERY. MERCY SCHOOL FOR SPECIAL LEARNING 830 S WOODWARD ST ALLENTOWN PA 18103 5478 0 THIS DISTRIBUTION IS TO BE USED TO PROVIDE SUPPORT FOR SPECIAL PROGRAMS, CLASSROOM SUPPLIES, AND SPECIAL PROJECTS AND ACTIVITIES THAT BENEFIT THE STUDENTS ATTENDING THE MERCY SCHOOL FOR SPECIAL LEARNING IN ALLENTOWN, PA. ST JOSEPH THE WORKER PARISH 1879 APPLEWOOD DRIVE OREFIELD PA 18069 5352 0 THIS DISTRIBUTION IS TO BE USED FOR SPECIAL PROGRAMS, EDUCATIONAL PROGRAMS, MAINTENANCE AND CAPITAL IMPROVEMENTS AT ST. JOSEPH THE WORKER SCHOOL IN OREFIELD, PA. PART I, LINE 2: CATHOLIC FOUNDATION OF EASTERN PENNSYLVANIA, INC. MONITORS THE USE OF GRANTS BY ESTABLISHING WRITTEN AGREEMENTS FOR EACH FUND DESIGNATING THEIR INTENDED USE, AND BY ADHERING TO THE TERMS OF THE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. IT IS THEN DISTRIBUTED AMONGST THE ENTIRE BOARD FOR COMMENT/FINAL REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS ANY CONFLICTS WHICH ARISE TO ENSURE DECISIONS ARE MADE BY THOSE INDEPENDENT OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS MARKET DATA TO DETERMINE AN APPROPRIATE PAY SCALE FOR THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE AVAIALBLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.