2013-01-29T11:41:34-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 818 SECOND ST SO SUITE 320 WAITE PARK MN 56387 990 2011-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 DONALD OTTENHOFF 3203633366 2012-12-14 1 CHRISTINE M STANZ P01319765 3202035500 2012-12-14 2011 2016-02-25 16:41:14Z DONALD OTTENHOFF PO BOX 2000 COLLEGEVILLE MN 56321 606994 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN TO ENCOURAGE ECUMENICAL AND CULTURAL RESEARCH 31 31 7 40 0 0 115093 183783 13888 8700 310248 277376 25951 19223 465180 489082 67657 62397 0 0 491477 510403 0 0 13882 530069 425801 1089203 998601 -624023 -509519 10027196 9308388 148189 122891 9879007 9185497 X THE INSTITUTE FOR ECUMENICAL AND CULTURAL RESEARCH IS AN INDEPENDENT CORPORATION ON THE GROUNDS OF ST. JOHN'S ABBEY AND UNIVERSITY. THE INSTITUTE PROVIDES A RESIDENTIAL CENTER FOR SCHOLARS OF DIFFERENT RELIGIOUS AFFILIATIONS AND THEIR FAMILIES TO ENGAGE IN RESEARCH AND DIALOG WITH EACH OTHER, WITH THE FATHERS AND BROTHERS OF ST. JOHN'S ABBEY, AND WITH THE SISTERS OF ST. BENEDICT MONASTERY, TO DISPEL RELIGIOUS IGNORANCE AND TO PROMOTE BETTER UNDERSTANDING AND HARMONY. 0 0 298456 44511 ECCLESIAL LITERATURE PROJECT: WRITING WORKSHOPS ARE HELD THROUGHOUT THE YEAR, MAINLY IN THE SUMMER. IN A HIGHLY COMPETITIVE APPLICATION PROCESS 12 WRITERS ARE INVITED TO SPEND A WEEK-LONG SESSION WITH A WELL-KNOWN WRITER AND PEERS IN A WRITING ENVIRONMENT THAT OFTEN TIMES PRODUCES PUBLISHED WORK. DURING THE FISCAL YEAR, 8 WRITING WORKSHOPS WERE CONDUCTED WITH A TOTAL OF 96 PARTICIPANTS. 273378 17886 COLLEGEVILLE INSTITUTE SEMINARS: SEMINARS ON VOCATION AND FAITH IN THE PROFESSIONS WHICH EXAMINE THE QUESTION OF HOW CHRISTIANS, EMPLOYED IN VARIOUS PROFESSIONS UNDERSTAND THEIR WORK AS A CHRISTIAN VOCATION AND THE WAYS IN WHICH THEIR FAITH INFLUENCES THEIR PRACTICE AND THEIR PRACTICE INFLUENCES THEIR FAITH, AND PROFESSION. SEMINARS ON INTEGRATION IN THEOLOGICAL EDUCATION AND MINISTRY IS TO INCREASE UNDERSTANDING AND RESOURCES ABOUT INTEGRATION AMONG THEOLOGICAL EDUCATORS. DURING THE FISCAL YEAR, 4 SEMINARS WERE CONDUCTED WITH A TOTAL OF 44 PARTICIPANTS. 255026 8700 RESIDENT SCHOLAR PROGRAM: SCHOLARS LIVE IN RESIDENCY ANYWHERE FROM ONE WEEK TO A FULL ACADEMIC YEAR. WHILE HERE THEY FOCUS ON RESEARCH PROJECTS THAT HAVE DIRECT IMPACT ON THE WORK OF THE CHURCH. DURING THE FISCAL YEAR, THERE WERE 11 RESIDENT SCHOLARS AND 8 SHORT-TERM SCHOLARS. 38685 THE WAY THE WORLD IS - COSMOLOGY AND THE PRACTICE OF MINISTRY: PROJECT IS TO DEVELOP A PEDAGOGICAL MODEL AND RELATED MATERIALS THAT WILL HELP PASTORS INTEGRATE THE FINDINGS OF SCIENCE WITH FAITH'S REASONING ABOUT "THE WAY THE WORLD IS". 38685 865545 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 1 0 0 0 0 1 39 0 7 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ELISA SCHNEIDER 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 JAMES ALBERTS 1.00 X 0 0 0 KATHI AUSTIN MAHLE 1.00 X 0 0 0 PAUL BASSETT 1.00 X 0 0 0 LUIGI BERTOCHHI 1.00 X 0 0 0 MAGDALINE BOVIS 1.00 X 0 0 0 BILL CAHOY 1.00 X 0 0 0 CYNTHIA CAMPBELL 1.00 X 0 0 0 HAL DRAGSETH 1.00 X 0 0 0 JOEL ELFTMANN 1.00 X 0 0 0 AMY GOLDMAN 1.00 X 0 0 0 LESLIE GREEN 1.00 X 0 0 0 GRANT GRISSOM 1.00 X 0 0 0 JEFFREY GROS FSC 1.00 X 0 0 0 MONA HANFORD 1.00 X 0 0 0 CAROL MCGEE STILES 1.00 X 0 0 0 MARY MCNAMARA 1.00 X 0 0 0 MARGARET O'GARA 1.00 X 0 0 0 HARRY PAPPAS 1.00 X 0 0 0 M SUSAN PETERSON 1.00 X 0 0 0 BRUCE ROBBINS 1.00 X 0 0 0 GARY REIERSON 1.00 X 0 0 0 THERESA SCHUMACHER OSB 1.00 X 0 0 0 CLYDE STECKEL 1.00 X 0 0 0 DOUGLAS WALLACE 1.00 X 0 0 0 ROBINA WINBUSH 1.00 X 0 0 0 MARY BEDNAROWSKI 1.00 X X 0 0 0 DARRELL JODOCK 1.00 X X 0 0 0 LINDA HOESCHLER 1.00 X X 0 0 0 JOHN KLASSEN OSB 1.00 X 0 0 0 BOB KOOPMANN OSB 1.00 X 0 0 0 KILIAN MCDONNELL OSB 1.00 X 0 0 0 DONALD OTTENHOFF 40.00 X 114265 0 10443 ELISA SCHNEIDER 40.00 X 49339 0 4230 KATHLEEN CAHALAN 40.00 X 107334 0 17191 270938 0 31864 2 0 0 0 0 2500 181283 9998 183783 RESIDENCY 900099 8700 8700 8700 267913 267913 15280 0 15280 15280 15280 127375 117912 9463 9463 9463 MISCELLANEOUS 900099 3943 3943 3943 489082 8700 0 296599 62397 62397 210934 144199 57682 9053 210834 204149 6685 11702 11702 48655 48655 28278 24299 3448 531 11874 11874 10866 10200 666 61257 37985 21237 2035 40163 36175 3988 137029 135918 101 1010 50768 45755 3760 1253 41076 36968 4108 8594 7735 859 REPAIRS/MAINTENANCE 64174 59408 4766 998601 865545 119174 13882 4455652 3865930 12651 3953 6229 40626 30300 1209568 460924 761528 748644 4752786 4657285 10027196 9308388 88566 66725 31157 24062 28466 32104 148189 122891 X 1324043 1385400 6665537 5910670 1889427 1889427 9879007 9185497 10027196 9308388 X -509519 -183991 X 0 1 1 X 0 X X X X 0 0 0 ORDER OF ST BENEDICT 410693973 1 1 1 1 0 SIS OF THE ORDER OF ST BEN 410695523 1 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4323521 925 31149 4355595 3659724 796975 133178 4323521 3178506 580024 98806 3659724 3979701 -747107 54088 3178506 0.43380 0.56620 0 0 961677 325058 636619 32899 15370 17529 214992 120496 94496 748644 UNITRUST PAYABLE 22504 ASSET RETIREMENT OBLIGATION 9600 32104 489082 998601 -509519 -174898 -9093 -183991 -693510 305091 -174898 -9093 -183991 489082 0 489082 998601 0 998601 0 998601 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE ORGANIZATION'S 2009-2011 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 8 - OTHER ADJUSTMENTS: ADJUSTMENT OF UNITRUST LIABILITY -9,093. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT OF UNITRUST LIABILITY -9,093. 1 SCHOLARSHIPS OFFERED TO PARTICIPANTS COMING TO THE INSTITUTE WITH THE INTENTION OF LEARNING HOW TO IMPROVE THEIR WRITING SKILLS. 43 62397 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WE HAVE ESTABLISHED WITH LILLY ENDOWMENT AN ANNUAL REPORTING PROCEDURES. LILLY GETS BOTH A FINANCIAL STATEMENT AND A NARRATIVE REPORT REFLECTING WHAT WE DID BOTH PROGRAMMATICALLY AND FINANCIALLY EACH YEAR OF THE GRANT. THIS INFORMATION IS COLLECTED THROUGHOUT THE YEAR AND RETAINED FOR REPORTING REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 1 AN EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD, THE EX-OFFICIO MEMBERS, AND FOUR MEMBERS-AT-LARGE HAS AND EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD BUT SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD. THE MEMBERS-AT-LARGE OF THE EXECUTIVE COMMITTEE SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT THE SAME TIME AS THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THIRTY PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE ORDER OF ST. BENEDICT. TWENTY ONE PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE SISTERS OF THE ORDER OF ST. BENEDICT. THE ABBOT OF SAINT JOHN'S ABBEY AND THE PRESIDENT OF ST. JOHN'S UNIVERSITY ARE ALSO GIVEN VOTING MEMBERSHIP IN THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 ALL BOARD MEMBERS RECEIVED AN ELECTRONIC COPY OF THE 990 DRAFT PRIOR TO ITS FILING, ONCE APPROVED BY MANAGEMENT. BOARD MEMBERS WERE ASKED TO APPROVE OR DISAPPROVE THE DRAFT. UPON APPROVAL, THE 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD OF DIRECTORS ARE GIVEN OUR CONFLICT OF INTEREST POLICY. THEY ARE ASKED TO READ THE POLICY AND SIGN A DISCLOSURE STATEMENT. THESE STATEMENTS ARE COLLECTED AND REVIEWED. CONFLICT OF INTEREST ISSUES ARE BROUGHT UP BEFORE THE FULL BOARD AND REMEDIES FOR THE CONFLICTS ARE DETERMINED BY ACTION OF THE FULL BOARD AND REVIEWED BY THE APPROPRIATE BOARD COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT AND FINANCIAL OFFICIALS IS BASED ON RECOMMENDATIONS AND RESEARCH DONE BY THE SAINT JOHN'S HUMAN RESOURCES OFFICE. AS LEASED EMPLOYEES, COMPENSATION FALLS UNDER THEIR JURISDICTION. HOWEVER, THE PERSONNEL COMMITTEE OF THE COLLEGEVILLE INSTITUTE OF ECUMENICAL AND CULTURAL RESEARCH CAN MAKE ADDITIONAL COMPENSATION RECOMMENDATIONS. THE LAST REVIEW WAS PERFORMED JUNE, 2011. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -174,898. ADJUSTMENT OF UNITRUST LIABILITY -9,093. TOTAL TO FORM 990, PART XI, LINE 5: -183,991. ORDER OF ST BENEDICT PO BOX 31802 CR 159 COLLEGEVILLE MN 56321 410693973 BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLD MN 501(C)(3) LINE 1 N/A 0 SISTERS OF THE ORDER OF ST BENEDICT 104 CHAPEL LANE ST JOSEPH MN 56374 410695523 INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GOD MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0