2022-11-07T18:59:34-06:00 2021-12-31 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2021-01-01 842235389 CCF-LA SUPPORTING ORGANIZATION CCF- 2134261180 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 ANDREW O'BOYLE CFO AND TREASURER 2134261180 2022-11-04 1 ANDREW OBOYLE 999009999 LAUREN A HAVERLOCK P00545829 8185771900 2022-11-04 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATHLEEN H ANDERSON 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 121867971 0 X N/A X 2019 CA DONOR ADVISED FUND GRANTING TO CHARITIES WITH CATHOLIC VALUES. 13 13 0 13 1941974 1742162 39720039 54524552 0 0 6043487 15979072 0 0 45763526 70503624 20159518 8270625 0 0 0 0 0 0 0 794362 1006278 20953880 9276903 24809646 61226721 162068078 229162063 0 0 162068078 229162063 X DONOR ADVISED FUND GRANTING TO CHARITIES SUPPORTING CATHOLIC VALUES. 0 0 5985790 5985790 EDUCATION:GRANTS WERE MADE FROM VARIOUS DONOR ADVISED FUNDS TO SUPPORT CATHOLIC INNER CITY SCHOOL IMPROVEMENTS, SCHOLARSHIP PROGRAMS AND YOUTH SPORT PROGRAMS IN UNDERSERVED AREAS. 2031467 2031467 PARISHES:GRANTS MADE IN SUPPORT OF CATHOLIC PARISHES, SEMINARIES, AND OTHER RELIGIOUS CAUSES. 221369 221369 SOCIAL SERVICES:GRANTS MADE FROM VARIOUS DONOR ADVISED FUNDS TO SUPPORT ORGANIZATIONS, RELIGIOUS ORDERS, HEALTHCARE FOR CHILDREN AND SENIORS IN THE COMMUNITY, CAPITAL CAMPAIGNS, MUSIC AND ART PROGRAMS AND ACQUISITIONS AND SPECIAL EVENTS WITHIN THE ARCHDIOCESE OF LOS ANGELES. THESE EVENTS INCLUDE THE CATHOLIC PRAYER BREAKFAST, THE CITY OF ANGELES CHRISTMAS GALA, AND THE CARDINAL'S AWARD DINNER. 31999 32000 OTHER RELIGIOUS SERVICES AND SEMINARIES 31999 32000 8270625 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 13 13 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 H 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; SECRETARY (THRU 08/11/21) 1.00 1.00 X 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 KATHLEEN ANDERSON PRESIDENT & EXECUTIVE DIRE 10.00 30.00 X 0 280000 0 MATHEW TIMOTHY HANSEN SR. DIR OF OPER & BOARD SECRETARY 10.00 30.00 X 0 123115 9758 ANDREW O'BOYLE CFO AND TREASURER 10.00 30.00 X 0 251743 12437 MALANNA MARIONEAUX ASST. TREASURER & MNGR OF OPS 10.00 30.00 X 0 84580 4791 0 739438 26986 0 0 1 0 CATHOLIC COMMUNITY FOUNDATION OF LA 3440 WILSHIRE BLVD 530 LOS ANGELES CA 90010 MANAGEMENT & INVESTMENT SERVICES 763756 1 54524552 53453796 54524552 7263681 1941974 5321707 60079738 51364347 8715391 8715391 8715391 70503624 0 1941974 14037098 8270625 8270625 763756 763756 13816 13816 26093 26093 TAXES & LICENSES 202613 202613 9276903 8270625 1006278 0 446389 114819 52981496 49085797 108640193 179961447 162068078 229162063 0 0 X 162068078 229162063 162068078 229162063 162068078 229162063 X 61226721 9081505 -3214241 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 54524552 8263065 229162063 1 1 0 LIMITED PARTNERSHIP INTERESTS 179961447 C 179961447 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, 2021 OR 2020. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 97808971 0 0 0 0 0 0 97808971 0 97808971 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 ARCHDIOCESE OF LOS ANGELES 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 951856334 501(C)(3) 1684236 0 FBO: ST. PHILIP THE APOSTLE CATHOLIC CHURCH, PASADENA - PROGRESS BILLING APPLICATION #1 FOR PERIOD NOVEMBER 1, 2020 TO NOVEMBER 30, 2020, K,KNEI - ORIGINAL - $295,500 NEI 2.0 (AKA SHEA SCHOLARS) 2,372,900 ARCHDIOCESE OF LOUISVILLE 3940 POPLAR LEVEL RD LOUISVILLE KY 40213 610447247 501(C)(3) 67125 0 TECHNOLOGY IMPROVEMENTS AT ST. RITA SCHOOL CHARLOTTE CATHOLIC HIGH SCHOOL 7702 PINEVILLE-MATTHEWS ROAD CHARLOTTE NC 28226 561779865 501(C)(3) 50000 0 FINE ARTS CENTER, INNER CITY SCHOOL IMPROVEMENTS AT QUEEN OF SAINTS SCHOOL APPLICATION PROGRESS BILLING #6 FOR PERIOD ENDING APRIL 13, 2021 WHICH IS BEING MANAGED BY PROPERTIES DIOCESE OF OAKLAND 2121 HARRISON STREET SUITE 100 OAKLAND CA 94612 941535363 501(C)(3) 52115 0 INNER CITY SCHOOL IMPROVEMENTS AT QUEEN OF SAINTS SCHOOL #5 DIOCESE OF SAN JOSE 1150 N FIRST STREET SUITE 100 SAN JOSE CA 951124966 942734503 501(C)(3) 497073 0 INNER CITY SCHOOL IMPROVEMENTS FOR ST. VICTOR SCHOOL AND ST. JOHN THE BAPTIST SCHOOL EISENHOWER MEDICAL CENTER FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 956130458 501(C)(3) 10000 0 EISENHOWER MEDICAL CENTER BIRTHING CENTER (HONORING MSGR. HOWARD LINCOLN) FULCRUM FOUNDATION 710 NINTH AVENUE SEATTLE WA 98104 161616262 501(C)(3) 1011574 0 SCHOOL IMPROVEMENTS AT HOLY FAMILY BILINGUAL HUNTINGTON MEMORIAL HOSPITAL 100 WEST CALIFORNIA BOULEVARD PASADENA CA 91105 951644036 501(C)(3) 10000 0 ANNUAL DONATION HUNTINGTON LIBRARY AND GARDENS 1151 OXFORD ROAD SAN MARINO CA 91108 951644589 501(C)(3) 10000 0 DONATION JOHN PAUL II ACADEMY 3525 GOLDSMITH LANE LOUISVILLE KY 40220 610447247 501(C)(3) 44243 0 TECHNOLOGY IMPROVEMENTS MAYFIELD SENIOR SCHOOL 500 BELLEFONTAINE ST PASADENA CA 91105 951816029 501(C)(3) 300000 0 STRUB HALL MISSION COLLEGE PREPARATORY CATHOLIC HIGH SCHOOL 682 PALM ST SAN LUIS OBISPO CA 93401 941658139 501(C)(3) 25000 0 SHEA MATCHING GRANT - ONE MISSION CAPITAL CAMPAIGN OUR LADY QUEEN OF ANGELS CATHOLIC CHURCH 2046 MAR VISTA DRIVE NEWPORT BEACH CA 92660 952848353 501(C)(3) 57000 0 NEW GYMNASIUM MATCHING GRANT, NEW WIPE BOARD GRANT PASTOR OF SAINT COLUMBA CATHOLIC PARISH 3327 GLENCOLUM DRIVE SAN DIEGO CA 92123 951644613 501(C)(3) 712433 0 SCHOOL IMPROVEMENTS BEING MANAGED BY SHEA PROPERTIES FOR PERIOD ENDING MAY 12, 2021, SCHOOL IMPROVEMENTS REGIS UNIVERSITY 3333 REGIS BOULEVARD DENVER CO 80221 840402707 501(C)(3) 333868 0 REGIS/ARRUPE FIELD PROJECT ROMAN CATHOLIC DIOCESE OF CHARLOTTE 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561000633 501(C)(3) 13080 0 IMMACULATA CATHOLIC SCHOOL, HENDERSON, NORTH CAROLINA SANTA TERESITA 819 BUENA VISTA STREET DUARTE CA 91010 951878859 501(C)(3) 219369 0 FOR IMPROVEMENTS BEING MADE FOR INVOICE #20119-03 SETON CATHOLIC PREPARATORY SCHOOL CHANDLER 1150 N DOBSON ROAD CHANDLER AZ 85224 262785742 501(C)(3) 16000 0 SCHOLARSHIP GRANT ST AGNES CATHOLIC SCHOOL 2311 E PALM LN PHOENIX AZ 85006 300514530 501(C)(3) 29148 0 DE LA SALLE INNOVATION SCHOOL PROJECT ST CATHERINE'S ACADEMY 215 N HARBOR BLVD ANAHEIM CA 92805 951855672 501(C)(3) 75000 0 TECHNOLOGY IMPROVEMENTS ST JOSEPH SCHOOL 2460 GOLD ST REDDING CA 96003 941337645 501(C)(3) 2141302 0 SCHOOL IMPROVEMENTS, PHASE II REIMBURSEMENT REQUEST DATED JUNE 11, 2021, SCHOOL IMPROVEMENTS AT ST. JOSEPH SCHOOL ST MARY SCHOOL- ESCONDIDO 130 E 13TH AVENUE ESCONDIDO CA 92025 951644613 501(C)(3) 498770 0 INNER-CITY SCHOOL IMPROVEMENTS, SCHOOL IMPROVEMENTS FROM FOR PERIODS ENDING APRIL 30TH APP #4 AND MAY 31ST APP #5 WHICH IS BEING MANAGED BY SHEA PROPERTIES, SCHOOL IMPROVEMENTS ST NICHOLAS ACADEMY 5501 NEW CUT ROAD LOUISVILLE KY 40214 352248740 501(C)(3) 80252 0 DONATION FOR SCHOOL IMPROVEMENTS ST VINCENT DEPAUL CATHOLIC SCHOOL 3130 NORTH 51ST AVENUE PHOENIX AZ 85031 860096789 501(C)(3) 43871 0 DE LA SALLE INNOVATION SCHOOL MODEL GRANT STS PETER AND PAUL CATHOLIC STEM SCHOOL 3920 PIERCE STREET WHEAT RIDGE CO 80033 840448043 501(C)(3) 266605 0 SCHOOL IMPROVEMENTS XAVIER COLLEGE PREPARATORY HIGH SCHOOL 34200 COOK STREET PALM DESERT CA 92211 710908497 501(C)(3) 10000 0 TUITION ASSISTANCE PROGRAM 26 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. 0 0 0 0 0 0 0 0 0 KATHLEEN ANDERSON PRESIDENT & EXECUTIVE DIRE 0 280000 0 0 0 0 0 0 0 0 0 280000 0 0 ANDREW O'BOYLE CFO AND TREASURER 0 251743 0 0 0 0 0 1855 0 10582 0 264180 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR AND CFO 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 AND CFO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE COMPENSATION COMMITTEE OR BOARD. X 5 43663662 FAIR MARKET VALUE X 1 9790134 APPRAISED 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 51% OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ARCHBISHOP GOMEZ APPOINTS 51% 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, CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES. THE PRESIDENT / EXECUTIVE DIRECTOR'S COMPENSATION AND PERFORMANCE ARE REVIEWED BY THE CHAIRMAN OF THE BOARD ANNUALLY. ANNUAL PERFORMANCE REVIEWS FOR THE CFO/TREASURER ARE CONDUCTED BY THE PRESIDENT/EXECUTIVE DIRECTOR. COMPENSATION SURVEYS, COMPARATIVE DATA FROM INDEPENDENT SOURCES AND EXPERIENCE OF THE PERSON IN THE POSITION ARE CONSIDERED IN THE COMPENSATION EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE RELATED ORGANIZATION'S WEBSITE: WWW.CATHOLICCF-LA.ORG FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS -1,941,974. INTERCOMPANY TRANSFERS -1,272,267. 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