2023-11-14T14:40:43-06:00 2022-12-31 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2022-01-01 842235389 CCF-LA SUPPORTING ORGANIZATION CCF- 2134261180 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 KATHLEEN H ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 2134261180 2023-11-13 1 KATHLEEN ANDERSON 999009999 1 LAUREN A HAVERLOCK P00545829 8185771900 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN H ANDERSON 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 164107714 0 X N/A X 2019 CA DONOR ADVISED FUND GRANTING TO CHARITIES WITH CATHOLIC VALUES. 16 16 0 16 3594061 3066795 54524552 88049692 0 0 15979072 11373396 0 0 70503624 99423088 8270625 14042901 0 0 0 0 0 0 0 1006278 1977288 9276903 16020189 61226721 83402899 229162063 293041610 0 0 229162063 293041610 DONOR ADVISED FUND GRANTING TO CHARITIES SUPPORTING CATHOLIC VALUES. 0 0 13105158 13105158 EDUCATION:GRANTS ARE MADE PRIMARILY TO SUPPORT CATHOLIC INNER CITY SCHOOL FACILITY IMPROVEMENTS, SCHOLARSHIP PROGRAMS, TEACHER COMPENSATION, AND OTHER GRANTS TO SUPPORT PRIVATE CATHOLIC SCHOOLS AND HIGHER EDUCATION. 892743 892743 PARISHES:GRANTS MADE IN SUPPORT OF CATHOLIC PARISHES, SEMINARIES, AND OTHER RELIGIOUS CAUSES. 45000 45000 SOCIAL SERVICES:GRANTS ARE MADE TO SUPPORT ORGANIZATIONS, RELIGIOUS ORDERS, HEALTHCARE, CAPITAL CAMPAIGNS, MUSIC AND ART PROGRAMS. 14042901 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KATHLEEN H ANDERSON 2134261180 3440 WILSHIRE BOULEVARD SUITE 530 LOS ANGELES CA 90010 ARCHBISHOP JOSE GOMEZ EX-OFFICIO 0.50 0.50 X 0 0 0 BISHOP DAVID G O'CONNELL DIRECTOR 0.50 0.50 X 0 0 0 CARRIE SHEA TILTON DIRECTOR 1.00 1.00 X 0 0 0 DAVID DEVITO DIRECTOR 1.00 1.00 X 0 0 0 DELIA ROGES DIRECTOR 0.50 0.50 X 0 0 0 EDWARD ROOHAN VICE CHAIRMAN 1.00 1.00 X X 0 0 0 FATHER BRIAN NUNES EX-OFFICIO 0.50 0.50 X 0 0 0 JOHN MCNAMEE DIRECTOR 1.00 1.00 X 0 0 0 JOHN MORRISSEY DIRECTOR 1.00 1.00 X 0 0 0 LOUIS CASTRUCCIO VICE CHAIRMAN 1.00 1.00 X X 0 0 0 RANDOLPH STEINER EX-OFFICIO 0.50 0.50 X 0 0 0 WILLIAM SIMON DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM WARDLAW CHAIRMAN 1.00 1.00 X X 0 0 0 JOHN SMET DIRECTOR 1.00 1.00 X 0 0 0 RAUL SALINAS DIRECTOR 1.00 1.00 X 0 0 0 KEVIN BENDER DIRECTOR 1.00 1.00 X 0 0 0 KATHLEEN ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 30.00 10.00 X 0 330067 0 TIMOTHY MATTHEW HANSEN SR. DIR OF OPER & BOARD SECRETARY 30.00 10.00 X 0 223323 16870 ANDREW O'BOYLE CFO AND TREASURER 30.00 10.00 X 0 211589 19103 MARGARET BYRNE HEAD OF DEVELOPMENT & ASST TREASURER 30.00 10.00 X 0 135020 17368 ARMANDO NEVAREZ START 8422 CONTROLLER AND ASSISTANT TREASURER 30.00 10.00 X 0 52376 73 MALANNA MARIONEAUX THRU 0322 ASST. TREASURER & MNGR OF OPS 30.00 10.00 X 0 30179 2108 0 982554 55522 0 0 1 0 CATHOLIC COMMUNITY FOUNDATION OF LA 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 MANAGEMENT & INVESTMENT SERVICES 965467 1 88049692 11051192 88049692 8125223 3594061 4531162 67932799 64684626 3248173 3248173 3248173 99423088 0 3594061 7779335 14042901 14042901 965467 965467 3960 3960 20950 20950 107453 107453 TAXES & LICENSES 879458 879458 16020189 14042901 1977288 0 114819 23916758 49085797 88053777 179961447 181071075 229162063 293041610 0 0 X 229162063 293041610 229162063 293041610 229162063 293041610 X 83402899 -16632130 -2891222 X 0 1 X 1 0 X X X 1 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 383941057 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 SCHEDULE A, PART IV, SECTION A, LINE 6: CCF-LA SUPPORTING ORGANIZATION PROVIDES GRANTS TO OTHER ENTITIES THAT ARE SUPPORTED BY THE CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES. THE ENTITIES HAVE THE SAME GOVERNING BODY, AND ALL GRANTS PROVIDED BY CCF-LA SUPPORTING ORGANIZATION ARE GIVEN WITH THE EXPRESS APPROVAL OF THE SUPPORTED ORGANIZATION. SCHEDULE A, PART IV, SECTION A, LINE 9C: DISQUALIFIED PERSONS HAD OWNERSHIP INTERESTS IN ASSETS IN WHICH THE SUPPORTING ORGANIZATION ALSO HAD AN INTEREST, BUT THE DISQUALIFIED PERSONS ARE NOT GENERAL PARTNERS IN THESE INVESTMENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 88049692 14042901 293041610 1 1 0 LIMITED PARTNERSHIP INTERESTS 181071075 C 181071075 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR A CHARITABLE TAX DEDUCTION TO DONORS. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. UNCERTAIN TAX PROVISIONS, IF ANY, ARE RECORDED WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (PREVIOUSLY FASB INTERPRETATION NO. 48). FASB ASC 740 REQUIRES THE RECOGNITION OF A LIABILITY FOR A TAX POSITION THAT DOES NOT MEET THE MORE-LIKELY-THAN-NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE WAS NO LIABILITY FOR UNCERTAIN TAX POSITION RECORDED AT DECEMBER 31, 2022 OR 2021. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 80911065 0 0 0 0 0 0 80911065 0 80911065 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 ARCHDIOCESE OF GALVESTON-HOUSTON 1700 SAN JACINTO ST HOUSTON TX 77002 746018777 501(C)(3) 128990 0 TECHNOLOGY IMPROVEMENTS AT ST. MARY OF PURIFICATION SCHOOL CATHEDRAL HIGH SCHOOL 1253 BISHOPS ROAD LOS ANGELES CA 90012 954598507 501(C)(3) 1020646 0 SCHOOL IMPROVEMENTS CATHOLIC SCHOOLS COLLABORATIVE 312 EAST 1ST STREET SUITE 242 LOS ANGELES CA 90012 462857504 501(C)(3) 50000 0 COVID LEARNING LOSS DIOCESE OF PHOENIX 400 EAST MONROE PHOENIX AZ 85004 860223974 501(C)(3) 1661724 0 SCHOOL IMPROVEMENTS DIOCESE OF SAN JOSE 1150 N FIRST STREET SUITE 100 SAN JOSE CA 951124966 942734503 501(C)(3) 2129293 0 IMPROVEMENTS AT ST. JOHN VIANNEY SCHOOL AND PARISH DOLORES MISSION SCHOOL 170 SOUTH GLESS STREET LOS ANGELES CA 90033 952305590 501(C)(3) 44962 0 TECHNOLOGY GRANT FOR THE PURCHASE OF 35 MACBOOK PRO 13 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 943356021 501(C)(3) 86048 0 BLENDED LEARNING GRANT FULCRUM FOUNDATION 710 NINTH AVENUE SEATTLE WA 98104 161616262 501(C)(3) 1568113 0 IMPROVEMENTS AT ST. MATTHEW SCHOOL, HOLY FAMILY BILINGUAL, ST. PIUS X SCHOOL HUNTINGTON LIBRARY AND GARDENS 1151 OXFORD ROAD SAN MARINO CA 91108 951644589 501(C)(3) 10000 0 ANNUAL DONATION HUNTINGTON MEMORIAL HOSPITAL 100 WEST CALIFORNIA BOULEVARD PASADENA CA 91105 951644036 501(C)(3) 10000 0 ANNUAL DONATION MARTHA'S VILLAGE AND KITCHEN 83791 DATE AVE INDIO CA 92201 330777892 501(C)(3) 25000 0 DONATION MAYFIELD SENIOR SCHOOL 500 BELLEFONTAINE ST PASADENA CA 91105 951816029 501(C)(3) 700000 0 STRUB HALL MISSION DOLORES ACADEMY 3371 16TH STREET SAN FRANCISCO CA 94114 202849575 501(C)(3) 327302 0 SCHOOL IMPROVEMENTS PASTOR OF ST CHARLES SCHOOL 929 18TH STREET SAN DIEGO CA 92154 273859426 501(C)(3) 814788 0 SCHOOL IMPROVEMENTS REGIS UNIVERSITY 3333 REGIS BOULEVARD DENVER CO 80221 840402707 501(C)(3) 1266132 0 FIELD IMPROVEMENTS ROMAN CATHOLIC DIOCESE OF CHARLOTTE C/O PROPERTIES DEPARTMENT 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561000633 501(C)(3) 784027 0 IMPROVEMENTS AT IMMACULATA CATHOLIC SCHOOL, HENDERSON, NORTH CAROLINA SAINT JOHN PAUL THE GREAT CATHOLIC HIGH SCHOOL 2330 S SHERMAN ST DENVER CO 80210 871489254 501(C)(3) 500000 0 SCHOOL IMPROVEMENTS ST DIDACUS PARISH SCHOOL 4630 34TH ST SAN DIEGO CA 92116 951644613 501(C)(3) 878265 0 SCHOOL IMPROVEMENTS ST JOSEPH SCHOOL 2460 GOLD ST REDDING CA 96003 941337645 501(C)(3) 633315 0 SCHOOL IMPROVEMENTS AND SUMMER PROJECTS ST KATHERINE DREXEL ACADEMY 4551 56TH ST SAN DIEGO CA 92115 273973194 501(C)(3) 204328 0 SCHOOL IMPROVEMENTS ST RITA SCHOOL 5165 IMPERIAL AVENUE SAN DIEGO CA 92114 274005453 501(C)(3) 542828 0 ART, PRAY & PLAY PROJECT GRANT, INNER-CITY SCHOOL IMPROVEMENTS ST VINCENT DEPAUL CATHOLIC SCHOOL 3130 NORTH 51ST AVENUE PHOENIX AZ 85031 860096789 501(C)(3) 43872 0 DE LA SALLE INNOVATION SCHOOL MODEL GRANT - YEAR 2022 STS PETER AND PAUL CATHOLIC STEM SCHOOL 3900 PIERCE STREET WHEAT RIDGE CO 80033 840448043 501(C)(3) 506418 0 SCHOOL IMPROVEMENTS VISION TO LEARN 12100 WILSHIRE BLVD SUITE 1275 LOS ANGELES CA 90025 453457853 501(C)(3) 85500 0 VISION TO LEARN PILOT PROJECT XAVIER COLLEGE PREPARATORY HIGH SCHOOL 34200 COOK STREET PALM DESERT CA 92211 710908497 501(C)(3) 15000 0 TUITION ASSISTANCE PROGRAM 25 0 PART I, LINE 2: GRANTS TO ORGANIZATIONS ARE MADE SUBJECT TO THE TAX-EXEMPT PURPOSES DESCRIBED IN THE GRANT AWARD LETTER. RECEIPT OF THE FUNDS CONFIRMS THE ORGANIZATION'S INTENT TO USE THE FUNDS FOR ITS STATED PURPOSE. 1 0 0 0 0 0 0 0 0 KATHLEEN ANDERSON PRESIDENT AND EXECUTIVE DIRECTOR 0 330067 0 0 0 0 0 0 0 0 0 330067 0 0 TIMOTHY MATTHEW HANSEN SR. DIR OF OPER & BOARD SECRETARY 0 223323 0 0 0 0 0 6704 0 10166 0 240193 0 0 ANDREW O'BOYLE CFO AND TREASURER 0 211589 0 0 0 0 0 9163 0 9940 0 230692 0 0 MARGARET BYRNE HEAD OF DEVELOPMENT & ASST TREASURER 0 135020 0 0 0 0 0 0 0 17368 0 152388 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR, CFO, AND CORPORATE SECRETARY ARE COMPENSATED BY CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES, A RELATED ORGANIZATION. CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES UTILIZED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION OF CCF-LA SUPPORTING ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR, CFO, AND CORPORATE SECRETARY: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE COMPENSATION COMMITTEE OR BOARD. PART I, LINE 4A MALANNA MARIONEAUX, ASSISTANT TREASURER & MANAGER OF OPERATIONS, RECEIVED SEVERANCE IN THE AMOUNT OF $30,179 FROM CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES, A RELATED ORGANIZATION. X 3 10351192 FAIR MARKET VALUE X 1 700000 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBERS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES PROVIDES MANAGEMENT AND INVESTMENT SERVICES TO CCF-LA SUPPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 ARCHBISHOP GOMEZ APPOINTS THE MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ARCHBISHOP GOMEZ APPOINTS THE MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY STAFF AND THE AUDIT COMMITTEE. A PUBLIC DISCLOSURE COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. THE BOARD MEMBERS ARE INFORMED THE SCHEDULE B IS OMITTED FROM THE COPY PROVIDED, BUT THAT SCHEDULE B IS AVAILABLE BY REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNING OF CONFLICT OF INTEREST POLICY BY OFFICERS, DIRECTORS, AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OF THE ORGANIZATION ARE DETERMINED BY A RELATED ORGANIZATION, THE CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES. THE EXECUTIVE DIRECTOR/PRESIDENT, CHIEF FINANCIAL OFFICER/TREASURER, AND GENERAL COUNSEL/SECRETARY'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION AND IS DETERMINED BY USING COMPARATIVE DATA OF LIKE POSITIONS AND INDEPENDENT COMPENSATION SURVEYS. THE CHAIRMAN OF THE BOARD CONDUCTS THE PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR/PRESIDENT. THE EXECUTIVE DIRECTOR/PRESIDENT CONDUCTS THE PERFORMANCE REVIEWS OF THE CHIEF FINANCIAL OFFICER/TREASURER, GENERAL COUNSEL/SECRETARY, AND ALL THOSE WHO REPORT TO HER. ALL OTHER MANAGEMENT POSITION COMPENSATION IS REVIEWED BY THE COMPENSATION BOARD WHICH IS COMPRISED OF THE VICE CHAIR OF THE BOARD, THE CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.CATHOLICCF-LA.ORG. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS -3,594,061. INTERCOMPANY TRANSFERS 702,839. CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 383941057 GRANTMAKING CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1