2026-04-23T10:34:58+00:00 2025-06-30 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-07-01 020671101 THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON CATH 2027724300 924 G STREET NW WASHINGTON DC 20001 Reginald R Gregory CFO 2027724301 2026-04-23 true TODD TERESCO P00247720 7038930600 2026-04-23 2024 2025-03-06 01:10:19Z JAMES J MALLOY 924 G STREET NW WASHINGTON DC 20001 17247252 false X WWW.CATHOLICCHARITIESDC.ORG X 1946 DC MANAGES ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION. 3 3 0 3 0 131920 60732 0 1490383 2577777 0 1622303 2638509 0 0 0 0 0 185730 209800 185730 209800 1436573 2428709 43142190 46960185 72217 69689 43069973 46890496 CATHOLIC CHARITIES FOUNDATION INVESTS ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION, WHICH IS A LEADING PROVIDER OF COMPREHENSIVE HUMAN SERVICES, SERVING PEOPLE IN NEED. false false 209800 0 0 THE FOUNDATION MANAGES ENDOWMENT ASSETS BASED UPON AGREED UPON INVESTMENT PARAMETERS. THE FOUNDATION SUPPORTS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND AFFILIATED ORGANIZATIONS THROUGH DISTRIBUTIONS FROM THE ENDOWMENT FUNDS. THE DISTRIBUTIONS ARE SENT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, WHICH THEN DISTRIBUTES THE FUNDS TO ALL OF THE AFFILIATED ENTITIES. THE AFFILIATED ENTITIES PROVIDE A RANGE OF HUMAN SERVICES TO THOSE IN NEED. 209800 true true false false false false false false false true true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false true true false false false false false false X 3 3 false false false false true true true true true false false false true true true true true true false false false false X Reginald R Gregory 2027724301 924 G STREET NW WASHINGTON DC 20001 Mr Michael Kelly Chairman 2.0 0 X 0 0 0 Mr Scott Pastrick Director 1.0 0 X 0 0 0 Ms Maury Devine Director 1.0 0 X 0 0 0 Mr James J Malloy President & CEO 2.7 37.3 X 0 405538 32515 Mr Patrick Dunne Chief Operating Officer 2.7 37.3 X 0 330518 30624 Ms Elizabeth R Gorman Chief Development Officer 2.7 37.3 X 0 189810 15725 Ms Joan Fowler-Brown Chief of Staff 2.7 37.3 X 0 134250 47752 Ms Mary Jane Morrow Chief Financial Officer 2.7 37.3 X 0 208550 26463 Mr Jarlath Finn Executive Director - IT 2.0 38.0 X 0 155635 54069 Mr Reginald Gregory Exec. Director of Finance/Controller 2.0 38.0 X 0 181638 44224 Mr Sean Wood Deputy Director - Development 2.0 38.0 X 0 166693 23452 Ms Andrea Aleman Director/Assistant Controller 2.0 38.0 X 0 143447 24098 Ms Michele A Sparks Chief Human Resources Officer 2.0 38.0 X 0 179649 34414 0 2095728 333336 false true false 0 60732 60732 0 0 0 0 0 899113 899113 0 0 16287407 14608743 1678664 0 1678664 1678664 0 0 0 0 0 2638509 0 0 2577777 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 209800 209800 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 209800 209800 0 0 0 0 0 0 109781 87326 0 0 0 0 37705 35236 2469 2469 42504339 46556607 0 0 525601 313783 43142190 46960185 0 0 72217 69689 72217 69689 X 5235068 7066715 37834905 39823781 43069973 46890496 43142190 46960185 X 2428709 1498484 -106670 X false true true false X X 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 530196524 7 true 1733313 0 1 1733313 0 true false false false false false false false false false false false false false false true true Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. ALL SUPPORT DISTRIBUTIONS FROM THE FOUNDATION ARE PROVIDED TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON (CCADW), WHICH IS AN ORGANIZATION THAT OPERATES, SUPERVISES AND CONTROLS THE FILING ORGANIZATION. THE BOARD AND THE EXECUTIVE TEAM OF CCADW MAY THEN ALLOCATE THE CHARITABLE SUPPORT TO OTHER AFFILIATE ORGANIZATIONS THAT ARE UNDER CCADW AND PROVIDE SUPPORT TO THOSE IN NEED IN THE COMMUNITY. CCADW AND THE AFFILIATE ORGANIZATION PERFORM THE WORK OF THE ARCHDIOCESE OF WASHINGTON IN REGARD TO PROVIDING FOR THOSE IN NEED FOR WHATEVER REASON (I.E. MENTALLY DISADVANTAGED, ECONOMICALLY DISADVANTAGED, DEVELOPMENTALLY DISADVANTAGED, ETC.). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42267477 60732 4076261 1733313 209800 44461357 38128612 131920 5956018 1763343 185730 42267477 36116755 444188 3530543 1774638 188236 38128612 40720539 2533389 -5354950 1299128 483095 36116755 31617041 2172313 8242154 1115638 195331 40720539 0.2 0.52 0.28 false false 37705 35236 2469 2469 Federal Income Taxes FUNDS HELD ON BEHALF OF OTHERS 69689 69689 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FOOTNOTE THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT A RANGE OF HUMAN SERVICES PROVIDED TO THOSE IN NEED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND ITS AFFILIATES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FIN 48 FOOTNOTE IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED CATHOLIC CHARITIES' TAX POSITIONS AND HAS CONCLUDED THAT CATHOLIC CHARITIES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CATHOLIC CHARITIES IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2022, AND PRIOR. false false false false false false false false false Mr Patrick Dunne Chief Operating Officer 0 330518 0 0 0 0 0 26582 0 4042 0 361142 0 0 Ms Joan Fowler-Brown Chief of Staff 0 134250 0 0 0 0 0 26551 0 21201 0 182002 0 0 Ms Elizabeth R Gorman Chief Development Officer 0 189810 0 0 0 0 0 15187 0 538 0 205535 0 0 Mr James J Malloy President & CEO 0 405538 0 0 0 0 0 32443 0 72 0 438053 0 0 Ms Mary Jane Morrow Chief Financial Officer 0 208550 0 0 0 0 0 16898 0 9565 0 235013 0 0 Ms Andrea Aleman Director/Assistant Controller 0 143447 0 0 0 0 0 11949 0 12149 0 167545 0 0 Mr Jarlath Finn Executive Director - IT 0 155635 0 0 0 0 0 28601 0 25468 0 209704 0 0 Mr Reginald Gregory Exec. Director of Finance/Controller 0 181638 0 0 0 0 0 29836 0 14388 0 225862 0 0 Ms Michele A Sparks Chief Human Resources Officer 0 179649 0 0 0 0 0 29733 0 4681 0 214063 0 0 Mr Sean Wood Deputy Director - Development 0 166693 0 0 0 0 0 13509 0 9943 0 190145 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 15a THE ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCES AN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCIPLINE OF THE ROMAN CATHOLIC CHURCH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A) THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B) THE PURCHASE, SALE, LEASE DISPOSITION OR HYPOTHECATION OF REAL PROPERTY C) THE APPOINTMENT OF FISCAL AUDITORS D) THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E) THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F) THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOLE RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G) THE MERGING, LIQUIDATION, WINDING UP, OR ABANDOMENT OF ANY ENTITY Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 REVIEW PROCESS BDO USA, AN INDEPENDANT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFED CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET TRANSFERS FROM CCADW - 1626643; NET ASSET TRANSFER DUE TO INVESTMENT DISTRIBUTION - -1733313; Total - -106670; SPANISH CATHOLIC CENTER 924 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(c)(3) 7 ADW false ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 520824835 SOCIAL SERV DC 501(c)(3) 10 ADW false ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 HOUSING DC 501(c)(3) 10 ADW false LT JOSEPH P KENNEDY INSTITUTE 924 G STREET NW WASHINGTON DC 20001 530824835 CHARITABLE DC 501(c)(3) 10 ADW false KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(c)(3) 10 ADW false KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(c)(3) 10 ADW false CATHOLIC CHARTIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(c)(3) 7 ADW false ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(c)(3) 1 NA false false false false true false false false false false false false false false true true false false true true