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THE CATHOLIC COMMUNITY FUND OF THE ARCHDIOCESE OF BOSTON INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE CATHOLIC COMMUNITY FUND OF THE ARCHDIOCESE OF BOSTON INC (EIN 04-3071454)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-10
IRS object ID
202221309349302732
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-10T11:15:58-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043071454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHOLIC COMMUNITY FUND OFBusinessNameLine1Txt
Business Name Line2THE ARCHDIOCESE OF BOSTON INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone6177465728PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BROOKS DRIVEAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAVAN MOONEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6177465728PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGAVANPersonFirstNm
Person LastMOONEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGAVAN MOONEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BROOKS DRIVEAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,241,413GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CATHOLICCOMMUNITYFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE CATHOLIC COMMUNITY FUND OF THE ARCHDIOCESE OF BOSTON, INC. ("CCF") WAS ORGANIZED AS THE THIRD CENTURY FUND UNDER MASSACHUSETTS LAW ON NOVEMBER 15, 1989, RENAMED THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF BOSTON, INC. ("CATHOLIC FOUNDATION") IN 2000, AND RENAMED TO ITS CURRENT NAME IN 2011. THE PURPOSE OF CCF IS TO DEVELOP INSTITUTIONAL SUPPORT, BOTH BY WAY OF RAISING FUNDS FOR ENDOWMENT AND OTHER SOURCES OF FINANCIAL SUPPORT, IN ORDER TO ADVANCE THE MINISTRIES AND PROGRAMS OF THE ARCHDIOCESE OF BOSTON (THE "ARCHDIOCESE"), AND TO RECEIVE GIFTS AND BEQUESTS, WHETHER RESTRICTED OR UNRESTRICTED, ENDOWMENT OR NON-ENDOWMENT, AND TO MANAGE AND EXPEND ALL SUCH FUNDS CONSISTENT WITH THEIR PURPOSES AND THE CHARITABLE INTENT OF THE DONORS. IN DOING SO, CCF IS HELPING TO FULFILL AND SUPPORT THE MISSION OF THE ARCHDIOCESE. DURING FISCAL YEAR 2018, CCF ASSUMED THE RESPONSIBILITY TO RECEIVE, MANAGE AND DISTRIBUTE GIFTS RELATED TO THE INSPIRING HOPE CAMPAIGN FOR THE ARCHDIOCESE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,342,272PYContributionsGrantsAmt
CY Contributions Grants$9,729,952CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,166,718PYInvestmentIncomeAmt
CY Investment Income$2,511,461CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$24,508,990PYTotalRevenueAmt
CY Total Revenue$12,241,413CYTotalRevenueAmt
PY Grants And Similar Paid$17,756,875PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,553,127CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$737,852CYTotalFundraisingExpenseAmt
PY Other Expenses$1,897,690PYOtherExpensesAmt
CY Other Expenses$907,880CYOtherExpensesAmt
PY Total Expenses$19,654,565PYTotalExpensesAmt
CY Total Expenses$13,461,007CYTotalExpensesAmt
PY Revenues Less Expenses$4,854,425PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,219,594CYRevenuesLessExpensesAmt
Total Assets BOY$107,895,032TotalAssetsBOYAmt
Total Assets EOY$123,922,758TotalAssetsEOYAmt
Total Liabilities BOY$13,194,823TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,937,881TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$94,700,209NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$108,984,877NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO DEVELOP INSTITUTIONAL SUPPORT, BOTH BY WAY OF RAISING FUNDS FOR ENDOWMENT AND OTHER SOURCES OF FINANCIAL SUPPORT, IN ORDER TO ADVANCE THE MINISTRIES AND PROGRAMS OF THE ARCHDIOCESE OF BOSTON (THE "ARCHDIOCESE"), AND TO RECEIVE GIFTS AND BEQUESTS, WHETHER RESTRICTED OR UNRESTRICTED, ENDOWMENT OR NON-ENDOWMENT, AND TO MANAGE AND EXPEND ALL SUCH FUNDS CONSISTENT WITH THEIR PURPOSES AND THE CHARITABLE INTENT OF THE DONORS. IN DOING SO, CCF IS HELPING TO FULFILL AND SUPPORT THE MISSION OF THE ARCHDIOCESE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,069,851ExpenseAmt
Grant$2,069,851GrantAmt
DescTHE PURPOSE OF THE PROGRAM IS TO DEVELOP INSTITUTIONAL SUPPORT, BOTH BY WAY OF RAISING FUNDS FOR ENDOWMENT AND OTHER SOURCES OF FINANCIAL SUPPORT, IN ORDER TO ADVANCE THE MINISTRIES AND PROGRAMS OF THE ARCHDIOCESE AND TO RECEIVE GIFTS AND BEQUESTS, WHETHER RESTRICTED OR UNRESTRICTED, ENDOWMENT OR NON-ENDOWMENT, AND TO MANAGE AND EXPEND ALL SUCH FUNDS CONSISTENT WITH THEIR PURPOSES AND THE CHARITABLE INTENT OF THE DONOR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,483,276ExpenseAmt
Grant$10,483,276GrantAmt
DescINSPIRING HOPE IS THE FIRST MAJOR CAPITAL CAMPAIGN CONDUCTED IN THE ARCHDIOCESE SINCE 2003. FUNDS FOR THE CAMPAIGN WILL SUPPORT PROGRAMS, CAPITAL EXPENDITURES AND ENDOWMENT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$12,553,127TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH CREHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177465728PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BROOKS DRIVEAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN E STRAUB
TREASURER1.0040.00Yes (X)Yes (X)$0$286,314$23,013
FRANCIS O'CONNOR ESQ
ASSISTANT SECRETARY1.0040.00Yes (X)Yes (X)$0$260,825$24,388
VERY REV WILLIAM P JOY
TRUSTEE1.0040.00Yes (X)$0$41,522$17,640
CARDINAL SEAN P O'MALLEY OFMC
CHAIRMAN1.0040.00Yes (X)Yes (X)$0$0$0
PATRICIA KELLEHER BARTRAM
PRESIDENT1.0040.00Yes (X)Yes (X)$0$254,902$22,815
LISA LIPSETT ESQ
EXECUTIVE DIRECTOR1.0040.00Yes (X)$0$116,564$17,932
VERY REV JONATHAN P DEFELICE OSB
TRUSTEE1.0040.00Yes (X)$0$0$0
PATRICIA M DINNEEN PHD
TRUSTEE1.000.00Yes (X)$0$0$0
DANIEL L FITZGERALD
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES P HEALEY
TRUSTEE1.000.00Yes (X)$0$0$0
KEVIN P MARTIN JR CPA MST
TRUSTEE1.000.00Yes (X)$0$0$0
JEROME MEIER MBA
TRUSTEE1.000.00Yes (X)$0$0$0
STEPHANIE MONAGHAN O'BRIEN JD
TRUSTEE1.000.00Yes (X)$0$0$0
ADELENE PERKINS MBA
TRUSTEE1.000.00Yes (X)$0$0$0
MARY L RYAN
TRUSTEE1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$960,127TotReportableCompRltdOrgAmt
Total Other Compensation$105,788TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOSTON CATHOLIC DEVELOPMENT SERVICES INBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BROOKS DRIVEAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICEServicesDesc
Compensation$792,727CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,729,952AllOtherContributionsAmt
Noncash Contributions$412,392NoncashContributionsAmt
Total Contributions$9,729,952TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,511,461TotalRevenueColumnAmt
Exclusion$2,511,461ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,241,413TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,511,461ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,462,565TotalAmt
Program Services$12,462,565ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$90,562TotalAmt
Program Services$90,562ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$907,880TotalAmt
Management And General$170,028ManagementAndGeneralAmt
Fundraising$737,852FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,461,007TotalAmt
Program Services$12,553,127ProgramServicesAmt
Management And General$170,028ManagementAndGeneralAmt
Fundraising$737,852FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,413,224BOYAmt
EOY$15,298,768EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,129,216BOYAmt
EOY$23,311,824EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,893BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$56,452,069BOYAmt
EOY$75,618,220EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,897,630BOYAmt
EOY$9,693,946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,895,032BOYAmt
EOY$123,922,758EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,045,929BOYAmt
EOY$1,348,931EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,148,894BOYAmt
EOY$13,588,950EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,194,823BOYAmt
EOY$14,937,881EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,098,313BOYAmt
EOY-$1,630,437EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,798,522BOYAmt
EOY$110,615,314EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,700,209BOYAmt
EOY$108,984,877EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$107,895,032BOYAmt
EOY$123,922,758EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,219,594ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$14,688,235NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$816,027OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$203,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,776,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,549,929CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,342,272CurrentTaxYearMinus1YearAmt
Current Tax Year$9,729,952CurrentTaxYearAmt
Total$102,602,061TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$203,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,776,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,549,929CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,342,272CurrentTaxYearMinus1YearAmt
Current Tax Year$9,729,952CurrentTaxYearAmt
Total$102,602,061TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,885,713SubstantialContributorsTotAmt
Public Support Total170$80,716,348PublicSupportTotal170Amt
Total Support$102,602,061TotalSupportAmt
Public Support CY1700.78670PublicSupportCY170Pct
Public Support PY1700.74780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,565,364BeginningYearBalanceAmt
Contributions$2,389,486ContributionsAmt
Investment Earnings Or Losses$15,278,650InvestmentEarningsOrLossesAmt
Other Expenditures$1,674,824OtherExpendituresAmt
End Year Balance$67,558,676EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,906,435BeginningYearBalanceAmt
Contributions$1,260,350ContributionsAmt
Investment Earnings Or Losses$905,750InvestmentEarningsOrLossesAmt
Other Expenditures$3,507,171OtherExpendituresAmt
End Year Balance$51,565,364EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,617,787BeginningYearBalanceAmt
Contributions$4,882,326ContributionsAmt
Investment Earnings Or Losses$1,383,461InvestmentEarningsOrLossesAmt
Other Expenditures$1,977,139OtherExpendituresAmt
End Year Balance$52,906,435EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$44,216,101BeginningYearBalanceAmt
Contributions$2,764,474ContributionsAmt
Investment Earnings Or Losses$3,659,430InvestmentEarningsOrLossesAmt
Other Expenditures$2,022,218OtherExpendituresAmt
End Year Balance$48,617,787EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,532,298BeginningYearBalanceAmt
Contributions$77,430ContributionsAmt
Investment Earnings Or Losses$6,122,802InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$571,476GrantsOrScholarshipsAmt
Other Expenditures$1,867,523OtherExpendituresAmt
End Year Balance$45,436,483EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.65360PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34640TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DIVIDEND RECEIVABLE$674,416F
INTEREST AND INVESTMENTS HELD IN RCAB COMMON INVESTMENT FUND$72,743,520F
BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS$2,200,284F
FieldValueIRS element (for citing)
Total Book Value Securities$75,618,220TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ASSETS HELD UNDER SPLIT-INTEREST AGREEMENTS$1,744,709
FUNDS HELD FOR OTHERS$7,949,237
FieldValueIRS element (for citing)
Total Book Value Other Assets$9,693,946TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
FUNDS HELD FOR OTHERS$7,949,237
ANNUITY OBLIGATIONS$921,095
DUE TO RELATED ORGANIZATIONS$4,718,618
FieldValueIRS element (for citing)
Total Liability$13,588,950TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FUND AND THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINING FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND AND THE FOUNDATION HAVE DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINING FINANCIAL STATEMENTS AT JUNE 30, 2021.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (80 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACADEMIC & TECHNOLOGY (S800000016)
66 BROOKS DRIVEBRAINTREEMA02184042106175$19,379INSPIRING HOPE CAMPAIGN DISTRIBUTION
ARCHBISHOP WILLIAMS HIGH SCHOOL
80 INDEPENDENCE AVEBRAINTREEMA02184042375650$5,750SCHOLARSHIP
AUDIO CONCEPTS INC
90 COMMONWEALTH AVENORTH ATTLEBOROMA02763042830214$46,244REGINA CLERI EXPANSION
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BLVDDORCHESTERMA02125042103899$10,500SCHOLARSHIP
CAMBRIDGE LANDSCAPE CO INC
100 SMITH PLACECAMBRIDGEMA02138042778016$6,500REGINA CLERI EXPANSION
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREETBOSTONMA02118562438574$5,000SCHOLARSHIP
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREETBOSTONMA02118042106166$9,500SCHOOL CAPITAL IMPROVEMENTS - CENTER FOR APPLIED LEARNING
CATHEDRAL LOAN PAYMENT TO RCAB
66 BROOKS DRIVEBRAINTREEMA02184042106175$1,395,997CATHEDRAL OF THE HOLY CROSS RENOVATION
CATHOLIC CHARITABLE BUREAU - BOSTON
275 WEST BROADWAYBOSTONMA02127042534041$1,211,918INSPIRING HOPE CAMPAIGN DISTRIBUTION
CATHOLIC EDUCATION (S800000004)
66 BROOKS DRIVEBRAINTREEMA02184042106175$63,211INSPIRING HOPE CAMPAIGN DISTRIBUTION
CATHOLIC MEMORIAL HIGH SCHOOL
235 BAKER STREETWEST ROXBURYMA021354395042229971$33,333SCHOOL CAPITAL IMPROVEMENTS
CATHOLIC SCHOOL SPECIAL INITIATIVES (S800000018)
66 BROOKS DRIVEBRAINTREEMA02184042106175$53,525INSPIRING HOPE CAMPAIGN DISTRIBUTION
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175$325,000PROFESSSIONAL DEVELOPMENT TEACHERS & PRINCIPALS
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175$60,000CSF DISTRIBUTION - MERRIMACK VALLEY FUND
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175$150,000SCHOOL INITIATIVES
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175$996,821CSF DISTRIBUTION
CLERGY HEALTH & RETIREMENT TRUST
66 BROOKS DRIVEBRAINTREEMA02184043080973$50,000CHRT TEMPLE
CLERGY HEALTH AND RETIREMENT (S800000020)
66 BROOKS DRIVEBRAINTREEMA02184042106175$25,250INSPIRING HOPE CAMPAIGN DISTRIBUTION
DEIULIS BROTHERS CONSTRUCTION
31 COLLINS STREET TERRACELYNNMA01902042444539$53,305REGINA CLERI EXPANSION
FERNLEAF CONTRACT SALES
PO BOX 2126ACTONMA01720045601155$25,687REGINA CLERI EXPANSION
FONTBONNE ACADEMY
930 BROOK ROADMILTONMA02186043424717$5,250SCHOLARSHIP
FUJITEC AMERICA INC
PO BOX 21039NEW YORKNY100871039222190686$169,500REGINA CLERI EXPANSION
GATE OF HEAVEN PARISH SOUTH BOSTON
C/O ST BRIGID PARISH 841 EASTSOUTH BOSTONMA02127042149327$87,063INSPIRING HOPE CAMPAIGN DISTRIBUTIONBROADWAY
HASSEY LANDSCAPING
PO BOX 510BELMONTMA02478042652356$5,592REGINA CLERI EXPANSION
HEALEY EDUCATION FOUNDATION INC
89 N HADDON AVENUE SUITE CHADDONFIELDNJ08033223589468$120,710SCHOOL INITIATIVES
HEALEY EDUCATION FOUNDATION INC
89 N HADDON AVENUE SUITE CHADDONFIELDNJ08033223589468$15,427CSF DISTRIBUTION
HEALING MINISTRY (S800000024)
66 BROOKS DRIVEBRAINTREEMA02184042106175$11,045INSPIRING HOPE CAMPAIGN DISTRIBUTION
HOLY FAMILY PARISH
278 BOWDOIN STREETDORCHESTERMA02122043247929$76,740PILOT REMOTE FAITH FORMATION PROGRAM
HOLY FAMILY PARISH CONCORD
P O BOX 220CONCORDMA01742562482126$308,926INSPIRING HOPE CAMPAIGN DISTRIBUTION
HOLY GHOST PARISH WHITMAN
518 WASHINGTON STREETWHITMANMA02382042106181$10,899SCHOLARSHIP
INSPIRING HOPE CATHEDRAL OF THE HOLY CROSS (001) (S800000000) RENOVATIONS
66 BROOKS DRIVEBRAINTREEMA02184042106175$9,188INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE HOLY FAMILY AMESBURY (76)
9 SPARHAWK STREETAMESBURYMA01913042173046$49,722INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE IMMACULATE CONCEPTION EVERETT (159)
489 BROADWAYEVERETTMA02149274130851$27,891INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE OUR LADY OF GRACE CHELSEA (141)
59 NICHOLS STREETCHELSEAMA02150042106208$9,339INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE OUR LADY OF THE ASSUMPTION LYNNFIELD (245)
17 GROVE STREETLYNNFIELDMA01940042161585$113,931INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE SACRED HEART ROSLINDALE (67)
169 CUMMINS HIGHWAYROSLINDALEMA02131042106229$68,184INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST AGNES READING (327)
186 WOBURN STREETREADINGMA01867042549615$152,532INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST CATHERINE NORWOOD (302)
547 WASHINGTON STREETNORWOODMA020620547042106258$183,836INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST JOSEP MEDFORD (264)
114 HIGH STREETMEDFORDMA02155042106310$59,439INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST MARIA GORETTI LYNNFIELD (244) (S244000005)
112 CHESTNUT STREETLYNNFIELDMA01940042274684$142,413INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST MARY REVERE (333)
670 WASHINGTON AVENUEREVEREMA02151274131422$7,741INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST PATRICK LAWRENCE (214)
118 SOUTH BROADWAYLAWRENCEMA01843042106351$221,619INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST THERESA NORTH READING (300)
63 WINTER STREETNORTH READINGMA01864042154137$159,624INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPIRING HOPE ST WILLIAM TEWKSBURY (368)
1351 MAIN STREETTEWKSBURYMA01876042128448$37,442INSPIRING HOPE CAMPAIGN DISTRIBUTION
INSPRING HOPE ST FRANCIS DRACUT (152)
115 WHEELER ROADDRACUTMA01826043031126$100,406INSPIRING HOPE CAMPAIGN DISTRIBUTION
OUR LADY OF GRACE PARISH PEPPERELL
28 TARBELL STREETPEPPERELLMA01463900497855$36,657INSPIRING HOPE CAMPAIGN DISTRIBUTION
PARISH CAPITAL IMPROVEMENT (S800000025)
66 BROOKS DRIVEBRAINTREEMA02184042106175$6,397INSPIRING HOPE CAMPAIGN DISTRIBUTION
POPE ST JOHN XXIII NATIONAL SEMINARY
558 SOUTH AVENUEWESTONMA02493042324999$200,000CAPITAL RENOVATIONS
PRINCIPALS & TEACHERS (S800000006)
66 BROOKS DRIVEBRAINTREEMA02184042106175$19,379INSPIRING HOPE CAMPAIGN DISTRIBUTION
REGINA CLERI RENOVATION (S95300000)
66 BROOKS DRIVEBRAINTREEMA02184042106175$1,011,985INSPIRING HOPE CAMPAIGN DISTRIBUTION
RENEGADE
10950 GILROY ROAD SUITE JHUNT VALLEYMD21031521586670$18,293VOCATIONS STRATEGY & MARKETING
SACRED HEART PARISH LYNN
571 BOSTON STREETLYNNMA01905042154127$9,146INSPIRING HOPE CAMPAIGN DISTRIBUTION
SACRED HEART PARISH QUINCY
386 HANCOCK STREETQUINCYMA02171042106228$88,345INSPIRING HOPE CAMPAIGN DISTRIBUTION
SAINT JOHN PAUL II CATHOLIC ACADEMY
2200 DORCHESTER AVENUEDORCHESTERMA02124262607406$16,750SCHOLARSHIP
SAINT JOHN PAUL II CATHOLIC ACADEMY
2200 DORCHESTER AVENUEDORCHESTERMA02124262607406$10,429SCHOLARSHIP
SAINT JOHN THE BAPTIST SCHOOL
19 CHESTNUT STREETPEABODYMA01960453364232$75,000SCHOOL CAPITAL IMPROVEMENTS - EARLY ED CENTER
SAINT JOHN THE BAPTIST SCHOOL PEABODY
19 CHESTNUT STREETPEABODYMA01960453364232$11,913SCHOLARSHIP
SCHOOL CAPITAL IMPROVEMENT (S800000008)
66 BROOKS DRIVEBRAINTREEMA02184042106175$45,351INSPIRING HOPE CAMPAIGN DISTRIBUTION
SENIOR PRIEST WELLNESS CARE FUND (S800000021)
66 BROOKS DRIVEBRAINTREEMA02184042106175$37,515INSPIRING HOPE CAMPAIGN DISTRIBUTION
SOCIAL JUSTICE (S800000019)
66 BROOKS DRIVEBRAINTREEMA02184042106175$108,222INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST FRANCIS DRACUT TO CATHOLIC APPEAL CORP SOLE
66 BROOKS DRIVEBRAINTREEMA02184042106175$55,000INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARTIN DE PORRES PARISH
15 RITA ROADDORCHESTERMA02124851685064$10,000SUMMER VACATION BIBLE SCHOOL
ST PATRICK'S SCHOOL STONEHAM
20 PLEASANT STREETSTONEHAMMA02180900760746$5,000STEM PROGRAMMING
ST ANNE PARISH
290 JEFFERSON AVENUESALEMMA01970042108382$15,000RELIGIOUS EDUCATION PROGRAM
ST CECILIA PARISH BOSTON
18 BELVIDERE STREETBOSTONMA02115042109873$929,144INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST DENIS PARISH WESTWOOD
157 WASHINGTON STREETWESTWOODMA02090042106525$24,076INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST FRANCIS OF ASSISI PARISH MEDFORD
114 HIGH STREETMEDFORDMA021553813042106275$28,433INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST HELEN PARISH NORWELL
392 HANOVER STREETHANOVERMA02339042121644$133,060INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST JOHN THE EVANGELIST PARISH TOWNSEND
1 SCHOOL STREETTOWNSENDMA01469042113265$42,859INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARY OF THE ASSUMPTION PARISH BROOKLINE
5 LINDEN PLACEBROOKLINEMA02445042106326$75,474INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARY OF THE SACRED HEART PARISH HANOVER
392 HANOVER STREETHANOVERMA02339042159613$282,985INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARY PARISH LYNN
8 SOUTH COMMON STREETLYNNMA01902043106338$14,157INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARY PARISH RANDOLPH
22 SETON WAYRANDOLPHMA02368042106387$57,727INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST MARYST CATHERINE OF SIENA PARISH CHARLESTOWN
46 WINTHROP STREETCHARLESTOWNMA02129331136053$138,551INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST PAUL PARISH CAMBRIDGE
29 MOUNT AUBURN STREETCAMBRIDGEMA02138042106357$187,589INSPIRING HOPE CAMPAIGN DISTRIBUTION
ST PAUL PARISH HINGHAM
147 NORTH STREETHINGHAMMA02043042149338$65,940INSPIRING HOPE CAMPAIGN DISTRIBUTION
STAR OF THE SEA PARISH AMESBURY
C/O HOLY FAMILY PARISH 11 SPARHAWKAMESBURYMA01913042173040$83,823INSPIRING HOPE CAMPAIGN DISTRIBUTIONSTREET
STEPHEN J WESSLING ARHITECTS
PRESIDENTS PLACE 1250 HANCOCKQUINCYMA02169043347623$36,891REGINA CLERI EXPANSIONSTREET SUITE 815N
SUFFOLK CONSTRUCTION
65 ALLERTON STREETBOSTONMA02210042776356$253,447CATHEDRAL OF THE HOLY CROSS RENOVATION
VOCATIONS (S800000011)
66 BROOKS DRIVEBRAINTREEMA02184042106175$15,670INSPIRING HOPE CAMPAIGN DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org80Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEMINARIAN ASSISTANCEGrantTypeTxt
Recipient34RecipientCnt
Cash Grant$90,562CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL NON-DONOR DIRECTED GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT DETAILING THEIR USE OF THE FUNDS AND THE RESULTS OBTAINED FROM FUNDED INITIATIVES. ELIGIBILITY FOR ANY FUTURE FUNDING IS CONTINGENT ON SUBMISSION OF THIS REPORT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN E STRAUB
TREASURER$0$286,314$0$0$0$0$0$0$0$23,013$0$309,327$0$0
FRANCIS O'CONNOR ESQ
ASSISTANT SECRETARY$0$260,825$0$0$0$0$0$0$0$24,388$0$285,213$0$0
PATRICIA KELLEHER BARTRAM
PRESIDENT$0$254,902$0$0$0$0$0$0$0$22,815$0$277,717$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$412,392NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS A CORPORATE MEMBER: THE ROMAN CATHOLIC ARCHBISHOP OF BOSTON, A CORPORATION SOLE
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S BOARD IS ELECTED BY ITS CORPORATE MEMBER: THE ROMAN CATHOLIC ARCHBISHOP OF BOSTON, A CORPORATION SOLE
FORM 990, PART VI, SECTION A, LINE 7BTHE ORGANIZATION'S BOARD IS ELECTED BY ITS CORPORATE MEMBER: THE ROMAN CATHOLIC ARCHBISHOP OF BOSTON, A CORPORATION SOLE
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTANT AND IS CIRCULATED TO THE GOVERNING BODY FOR REVIEW UPON REQUEST BY A GOVERNING MEMBER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALY THAT DISCLOSES ANY AND ALL FINANCIAL INTERESTS THAT MAY PRESENT A CONFLICT OF INTEREST
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OR AS REQUIRED BY LAW. THE ORGANIZATION IS EXEMPT UNDER THE GROUP EXEMPTION OF THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 816,027.
FORM 990, PART XII, LINE 2C:THE BOARD OF DIRECTORS AND THE ARCHDIOCESE OF BOSTON HAVE THE RESPONSIBILITY FOR SELECTING AN INDEPENDENT ACCOUNTANT AND FOR OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CATHOLIC HEALTH FOUNDATION
66 BROOKS DRIVEBRAINTREEMA02184464164536HEALTH CARE SERVICESMA501(C)(3)501(C)(3)THE CATHOLIC COMMUNITY FUNDYes (1)
THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON
66 BROOKS DRIVEBRAINTREEMA02184042106175RELIGIOUS SERVICESMA501(C)(3)501(C)(3)ROMAN CATHOLIC CHURCH0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd