2026-04-27T15:40:42-05:00 2025-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-07-01 451740219 The Catholic Foundation for the Archdiocese of Dubuque CATH 3192004657 120 5th St NW Cedar Rapids IA 52405 Michele Brock Executive Director 3192004657 2026-04-24 1 1 Mayumi Stella CPA P00970938 6122536500 2026-04-24 2024 2025-03-06 01:10:19Z The Catholic Foundation in the Archdiocese of Dubuque Michele Brock 120 5th St NW Cedar Rapids IA 52405 174102550 0 X www.ourcfad.org X 2011 IA Multiply charitable resources for maximum benefit to our Catholic community. 13 13 3 13 0 0 7228180 4759830 916026 1001041 3444826 10726251 0 0 11589032 16487122 4084986 4733057 0 0 227201 285750 0 0 32885 1086095 1248895 5398282 6267702 6190750 10219420 164181885 183187107 33743862 36385361 130438023 146801746 X Multiply charitable resources for maximum benefit to our Catholic community. 0 0 5918786 4733057 1001041 The Catholic Foundation in the Archdiocese of Dubuque (CFAD) assists donors who wish to make a meaningful and lasting impact for Catholic organizations and those served by those organizations through the Spiritual and Corporal Works of Mercy. CFAD serves those in the 30 counties in northeast Iowa that make up the Archdiocese of Dubuque in three ways: charitable planning, investing, and grantmaking services.CFAD is separate from, yet collaborative with, the Archdiocese Corporation and holds donor advised funds and endowments for donors and Catholic parishes, schools, cemeteries, social services and other Catholic organizations. Statement continued on Schedule O.We work with donors who want their Catholic values perpetuated in a legacy gift and help them structure that in the best way for them, their family and the organization(s) they want to benefit. CFAD works with Catholic organizations, their donors and donors' advisors through its legacy planning services. In FY2025, 2 new organizations began the Legacy Planning Toolkit program through CFAD. More than 1,200 individuals sought information through CFAD's services regarding charitable giving along with 131 attending charitable planning education events.CFAD invests legacy gifts, donor advised funds and organization trust accounts in Catholic responsible choices. In FY2025, 25 new endowment funds, five new donor advised funds and 13 new agency trust accounts were added. Additionally, one future planned fund was established.Through donor agreements, CFAD grants legacy gifts as donors intend. In FY2025, $4,643,061 in grants were given from 290 funds to 193 organizations. The amount of grants to others in Part IX, line 1 represents distributions taken. Some organizations choose to not take a distribution but rather reinvest. These organizations are not reflected in the grant total.CFAD's vision is to endow financial support for our Catholic community; in other words, CFAD aims to sustain our Catholic organizations so that they can always carry out their missions to meet both spiritual and basic human needs in a manner that reflects Catholic values. 5918786 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 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 0 0 0 0 0 1 4 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Michele Brock 3192004657 120 5th St NW Cedar Rapids IA 52405 Louis Hagarty Chair 0.50 X X 0 0 0 Kevin Schmitt Vice Chair 0.50 X X 0 0 0 John Fink Treasurer 0.50 X X 0 0 0 Sarah Smith Secretary 0.50 X X 0 0 0 Mike Drees Director 0.50 X 0 0 0 Kathleen Kleiman Director 0.50 X 0 0 0 Paul Rottinghaus Director 0.50 X 0 0 0 Archbishop Thomas Zinkula Director 0.50 X 0 0 0 Anthony Tony Monaghan Director 0.50 X 0 0 0 Tricia Lenz Director 0.50 X 0 0 0 Pat Leonard Director 0.50 X 0 0 0 Kirk Sadilek Director 0.50 X 0 0 0 LuAnn Scholbrock Director 0.50 X 0 0 0 Michele Brock Executive Director 40.00 X 120868 0 16216 120868 0 16216 1 0 0 0 Mercer Investments LLC 21875 Network Place Chicago IL 606731218 Investment advisor 218451 1 4759830 4759830 Administration Fees 561000 980050 980050 Program Fees 561000 20991 20991 1001041 4025183 4025183 164316496 157615428 6701068 6701068 6701068 16487122 1001041 0 10726251 4733057 4733057 147708 51698 66468 29542 105111 47300 57811 3791 1706 2085 12426 5592 6834 16714 5850 7521 3343 17640 17640 218451 218451 91141 91141 22598 22598 93978 77544 16434 14400 14400 7695 7695 1478 1478 3926 3926 Fund Administration 777588 777588 6267702 5918786 316031 32885 195916 317418 2770637 1996950 371 0 91288 45850 37880 1992 2600 35888 135050411 176791001 26070662 4000000 164181885 183187107 179732 108033 33564130 36277328 33743862 36385361 X 130438023 146801746 130438023 146801746 164181885 183187107 10219420 6144303 0 X 0 1 X 1 0 X 5580104 5482014 5401987 7228180 4759830 28452115 5580104 5482014 5401987 7228180 4759830 28452115 28452115 2332366 3204742 2781651 3016972 4025183 15360914 43813029 4305443 0.64940 0.66820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 137412 75990 316353 1 1 0 1 X 129621178 4776995 16998172 4567071 793617 146035657 112439702 7739360 14402826 4272486 688224 129621178 99874123 5400862 10203065 2420101 618247 112439702 111939326 6113948 -14195055 3319468 664628 99874123 1.00000 0.00000 0.00000 0 0 37880 1992 35888 35888 X 1483700 -88075 -88075 1571775 218451 14696896 14915347 16487122 769189 0 769189 218451 5280062 5498513 6267702 Part IV, Line 2b: Funds Held in Trust represents funds that have been transferred to the Foundation, but ownership is retained by the Trustor. Investment income and distributions of these funds are not considered revenues or expenses of the Foundation. Agency funds ArchdioceseOne The Foundation has agreed to collect and track promises to give and cash receipts related to the ArchdioceseOne appeal. Amounts pledged, as well as amounts received and not yet remitted to the respective financial beneficiaries of the appeal, are recorded as an agency fund liability. Part V, Line 4: The Catholic Foundation in the Archdiocese of Dubuque holds board designated endowments that benefit single and multiple Catholic organizations depending on the type of fund. Its purpose is to provide income for nonprofits indefinitely to help with their stability and growth. Part X, Line 2: The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 4b - Other Adjustments: Designated funds recorded in revenue as contributions on Form 990 3,282,967. Interest income on designated funds recorded as revenue on Form 990 3,919,133. Realized gain on designated funds recorded as revenue on Form 990 6,559,989. Endowment transfer net with grants for financial statements 318,710. Reinvested grants netted to distributions for financial statement 616,097. Part XII, Line 4b - Other Adjustments: Designated endowment distributions recorded in functional exps on Form 990 3,567,667. Designated endowment fees recorded in functional expense on Form 990 777,588. Endowment transfer net with grants for financial statement 318,710. Reinvested grnts netted to distributions for financial statement 616,097. 1 The Archdiocese of Dubuque Education 1229 Mt Loretta Avenue Dubuque IA 52003 421400348 501(c)3 1105479 0 For scholarships and tuition for students in the Archdiocese of Dubuque The Archdiocese of Dubuque 1229 Mt Loretta Avenue Dubuque IA 52003 420680409 501(c)3 582731 0 For assistance with operational costs and to have Masses said for the Wellik & Falada families. Archdiocese of Dubuque Seminarian Education Fund 1229 Mt Loretta Avenue Dubuque IA 52003 421400343 501(c)3 391647 0 To assist the Archdiocese of Dubuque with the costs of seminarian education. Catholic Charities Foundation 1229 Mt Loretta Avenue Dubuque IA 52003 420680319 501(c)3 361611 0 To assist the Catholic Charities Foundation in carrying out its mission of supporting Catholic Charities Holy Family Church 313 W Court St New Hampton IA 50659 420746001 501(c)3 127079 0 To assist with the education related expenses of Holy Family Parish in New Hampton, Iowa. St Thomas Aquinas Church 2210 Lincoln Way Ames IA 50014 420698050 501(c)3 118344 0 For operational, student support, and Works of Mercy All Saints Church 720 29th St SE Cedar Rapids IA 52403 420698056 501(c)3 99858 0 For operational use and scholarships for students attending All Saints School Mount Calvary Cemetery Association 1111 Davis Ave Dubuque IA 52001 420707105 501(c)3 82182 0 For the perpetual care, maintenance and repair of Mt. Calvary Cemetery, Dubuque, Iowa St Joseph Church Marion 1790 14th St Marion IA 52302 420782534 501(c)3 79948 0 For the operational costs of St. Joseph Parish and St. Joseph School, Marion, Iowa St Patrick Church 120 5th St NW Cedar Rapids IA 52405 420725192 501(c)3 76381 0 For the operational costs and for educational pruposes of St. Patrick Church, Cedar Rapids, Iowa Basilica of St Francis Xavier 104 3rd St SW Dyersville IA 52040 420730353 501(c)3 65144 0 For charity, operational use, and scholarships for students. Holy Spirit Parish 2215 Windsor Ave Dubuque IA 52001 420738963 501(c)3 55915 0 To assist with the education related expenses of Holy Spirit Parish, Dubuque, Iowa Blessed Sacrament Church 650 Stephan Avenue Waterloo IA 50701 420681065 501(c)3 55528 0 To provide for the needs of Blessed Sacrament Parish, Waterloo, Iowa St Joseph the Worker Church 60 S Algona St Dubuque IA 52001 420698063 501(c)3 50383 0 To be used to support the educational needs of St. Joseph the Worker Parish community Cedar Valley Catholic Schools 3231 W 9th St Waterloo IA 50702 420796767 501(c)3 44337 0 To assist with the operational costs of Cedar Valley Catholic Schools and to provide tuition assistance to families. St Mary's Church Manchester 119 West Fayette St Manchester IA 52057 420730358 501(c)3 37366 0 To assist with the educational needs of St. Mary Parish and St. Mary School Aquin Educational System PO Box 460 Cascade IA 52033 420859383 501(c)3 36158 0 To assist with the operational costs of Aquin Catholic Elementary School and to provide tuition assistance to families. Bosco Catholic School System PO Box 106 Gilbertville IA 50634 420788230 501(c)3 34789 0 To provide general support to Don Bosco Catholic School, Gilbertville, Iowa. LaSalle Catholic 3700 1st Ave NW Cedar Rapids IA 52405 421424428 501(c)3 34347 0 To provide need based scholarships to qualifying families enrolled at LaSalle Catholic Schools, Cedar Rapids, Iowa Seton Catholic Schools 7597 Burds Rd Peosta IA 52068 421406457 501(c)3 34098 0 For operational expenses and tuition scholarships for students attending Seton Catholic School, Farley, Iowa St Francis Cemetery of Dyersville 107 3rd St SW Dyersville IA 52040 861091771 501(c)3 29231 0 For the perpetual care, maintenance and repair of St. Francis Cemetery of Dyersville, Iowa Newman Catholic School System Foundation 2445 19th St SW Mason City IA 50401 421078829 501(c)3 28910 0 For scholarships and tuition assistance for students from Newman Catholic Schools St Joseph's Church 405 Franklin St Bellevue IA 52031 420718463 501(c)3 28883 0 To assist with education related expenses of St. Joseph's Church, Bellevue, IA Calvary Cemetery Association 106 Chapel Ln Charles City IA 50616 420923759 501(c)3 28618 0 For the perpetual care, maintenance and repair of Calvary Cemetery, Charles City, Iowa St Cecilia Church 2900 Hoover Ave Ames IA 50010 420788215 501(c)3 28141 0 To fund church ministries at St. Cecilia Church, Ames, Iowa. Catholic Cemeteries of Waterloo 3912 W 4th Street Waterloo IA 50701 420165873 501(c)3 27964 0 For the perpetual care, maintenance and repair of the Catholic Cemeteries of Waterloo, Waterloo, Iowa Mt Olivet Cemetery Association 10556 Military Road Dubuque IA 52003 420426590 501(c)3 27160 0 For the perpetual care, maintenance and repair of Mt. Olivet Cemetery, Dubuque, Iowa. St Raphael Cathedral 231 Bluff St Dubuque IA 52001 420703275 501(c)3 26422 0 To provide funds for the Program of Liturgical Music at St Raphael's Cathedral, Dubuque, Iowa St Patrick's Church 705 Main Street Cedar Falls IA 50613 420703284 501(c)3 25884 0 To be used for the general operations of the St. Patrick, Cedar Falls, School Immaculate Conception Church PO Box 136 Gilbertville IA 50634 420698206 501(c)3 25638 0 To provide funds solely to support the educational programs of Immaculate Conception Church, Gilbertville, IA Immaculate Conception Church 106 Chapel Ln Charles City IA 50616 420725300 501(c)3 24912 0 To provide funds solely to support the educational programs of Immaculate Conception Church, Gilbertville, IA St Stephen the Witness Catholic Student Center 1019 West 23rd Street Cedar Falls IA 50613 421208336 501(c)3 23338 0 To assist with the operational costs of St. Stephen the Witness Student Center at the Unv.of NI and engage with program. Mt Calvary Cemetery Association 375 32nd St Dr SE Cedar Rapids IA 52403 420698296 501(c)3 21227 0 For the perpetual care, maintenance and repair of Mt. Calvary Cemetery, Cedar Rapids, Iowa St Francis Xavier School 203 2nd St SW Dyersville IA 52040 264261539 501(c)3 19470 0 To assist in educating students and providing tuition assistance to students of St. Francis Xavier School. St Joseph's Church PO Box 136 Gilbertville IA 50634 420681420 501(c)3 18443 0 To provide funds solely to support the educational programs of St. Joseph's Church, Raymond, IA St Francis of Assisi Parish 107 S First St Marshalltown IA 50158 420822991 501(c)3 18318 0 To assist with operational and educational related expenses St Francis Catholic School 310 Columbus Dr Marshalltown IA 50158 420918582 501(c)3 18164 0 For operational uses and tuition assistance to families with financial need of St. Francis Catholic School. St Anthony Church 1870 Saint Ambrose Dubuque IA 52001 420680265 501(c)3 17638 0 To assist with the educational related expenses of St. Anthony Church in Dubuque, Iowa. St Patricks Church 1425 Iowa St Dubuque IA 52001 420772573 501(c)3 17232 0 To provide tuition assistance and support education and formation initiatives to students from St. Patrick Parish . St Teresa of Calcutta Catholic School 414 E Main St Ossian IA 52161 611497087 501(c)3 17124 0 For eductional needs and tuition assistance to students attending St. Teresa of Calcutta School The Sacred Heart Church 200 S Vermont St Maquoketa IA 52060 420725234 501(c)3 15959 0 To assist with the education related expenses of Sacred Heart Parish in Maquoketa, Iowa. St Athanasius Church PO Box 316 Jesup IA 50648 680563797 501(c)3 15886 0 To provide financial support for the parish's educational needs SS Peter and Paul Church 104 3rd St SW Dyersville IA 52040 420710266 501(c)3 15721 0 To assist with costs of Catholic education for S.S. Peter and Paul Church parishioners. St Mary's Cemetery Association PO Box 146 Waukon IA 52172 050574683 501(c)3 15435 0 For the perpetual care, maintenance and repair of St. Mary's Cemetery Association, Dorchester, Iowa. St Luke Church St Lucas PO Box 205 Protivin IA 52163 420757450 501(c)3 14542 0 To assist with the operational costs of St. Luke's Church, St. Lucas, Iowa St Jude Church 50 Edgewood Road NW Cedar Rapids IA 52405 420866468 501(c)3 14201 0 To assist with the operational costs of St. Jude Church, Cedar Rapids, Iowa St John Church PO Box 205 Protivin IA 52163 420680269 501(c)3 13435 0 To provide funds to go towards the sustainability of St. John Church, Fort Atkinson St Peter's Church PO Box 699 Cascade IA 52033 421068752 501(c)3 13123 0 To assist with educational costs of St. Peter's Church, Temple Hill, Iowa LaSalle Catholic School PO Box 368 Holy Cross IA 52053 420940399 501(c)3 12842 0 for the general operational needs of LaSalle Catholic School - Holy Cross St Patrick's Church 109 Second Street SW Waukon IA 52172 420698115 501(c)3 11876 0 To provide for the needs of St. Patrick's School in Waukon, Iowa St John's Cemetery Association 211 21st Avenue SW Cedar Rapids IA 52404 420681045 501(c)3 11689 0 for the perpetual care, maintenance, and repair of St. John's Cemetery, Cedar Rapids, Iowa St Joseph's Cemetery Association 50 Edgewood Rd NW Cedar Rapids IA 52405 421107117 501(c)3 11641 0 For the perpetual care, maintenance, and repair of St. Joseph's Cemetery, Clinton Township/Cedar Rapids, Iowa St Thomas Aquinas Church 1000 Des Moines St Webster City IA 50595 420698106 501(c)3 11470 0 For a community building service project, packaging meals for the homeless and meal deficient. St Patrick's Church 215 N Garnavillo St Anamosa IA 52205 420883540 501(c)3 11151 0 To assist with the operational costs and needs of St. Patrick's Church and St. Patrick's School, Anamosa, IA St Matthias Parish PO Box 699 Cascade IA 52033 420725147 501(c)3 11075 0 To assist with the educational and operational costs of St. Matthias Parish, Cascade, Iowa Sacred Heart Church 608 2nd Ave SE Clarion IA 50525 420680367 501(c)3 11074 0 For the operations of the Sacred Heart Church, Eagle Grove, IA Sacred Heart Cemetery Association 210 E 3rd St Monticello IA 52310 450588164 501(c)3 10664 0 For the perpetual care, maintenance and repair of Sacred Heart Cemetery, Monticello, Iowa St Pius X Church 4949 Council St NE Cedar Rapids IA 52402 420859572 501(c)3 10654 0 For the general operational needs of St. Pius X Parish, Cedar Rapids, IA Mount Mercy University 1330 Elmhurst Dr NE Cedar Rapids IA 52402 420681046 501(c)3 10625 0 For college tuition scholarships to attend Mt. Mercy University for students receiving the Fr. Graham Scholarship Notre Dame Church 116 Third St East Cresco IA 52136 421489681 501(c)3 10582 0 To provide for the needs Notre Dame Elementary School St Patrick's Cemetery Association PO Box 1521 Monona IA 52159 743183151 501(c)3 9997 0 For the perpetual care, maintenance and repair of St. Patrick's St. Wenceslaus Cemeteries, Monona, Iowa Holy Family Cemetery Association 313 W Court St New Hampton IA 50659 371572644 501(c)3 9802 0 For the perpetual care, maintenance, and repair of Holy Family Cemetery, New Hampton, Iowa Loras College 1450 Alta Vista St Dubuque IA 52001 420680412 501(c)3 9750 0 For scholarships to stu. attending Loras College and for a community outreach prg. in collaboration with non-profits. St Boniface Church of New Vienna 104 3rd St SW Dyersville IA 52040 420698229 501(c)3 9600 0 To help fund Catholic education at St. Boniface Church St Pius X School 4901 Council St NE Cedar Rapids IA 52402 421505488 501(c)3 8206 0 For tutition scholarships for students attending St. Pius X School and for general operation needs of the school St Francis Church PO Box 819 Calmar IA 52132 420680343 501(c)3 8120 0 For the educational programs of the parish St Mary's Cemetery of Manchester 119 W Fayette St Manchester IA 52057 470854959 501(c)3 7618 0 For the perpetual care, maintenance and repair of St. Mary's Cemetery of Manchester, Manchester, Iowa Beckman Endowment Corporation 1325 9th St Dyersville IA 52040 510179386 501(c)3 7348 0 To assist Beckman High School, Dyersville, Iowa, in educating students. St Joseph Cemetery Association PO Box 6 Bellevue IA 52031 753190801 501(c)3 7243 0 For the perpetual care, maintenance and repair of St. Joseph's Cemetery, Bellevue, Iowa Resurrection Cemetery Association 4300 Asbury Rd Dubuque IA 52002 420866728 501(c)3 6947 0 For the perpetual care, maintenance, and repair of Resurrection Cemetery, Dubuque, IA Church of the Resurrection 4300 Asbury Rd Dubuque IA 52002 420861036 501(c)3 6675 0 For the educational and operational needs of the Church of the Resurrection Parish, Dubuque, Iowa St Joseph's Cemetery Association PO Box 286 Epworth IA 52045 861091770 501(c)3 6623 0 For perpetual care, maintenance and repair of St Joseph's Cemetery Association, Farley, IA St Joseph's Cemetery Association 648 Main St Lansing IA 52151 426076709 501(c)3 6515 0 For perpetual care, maintenance and repair of St Joseph's Cemetery Paint Rock, Harpers Ferry, IA Immaculate Cemetery Association 107 S First St Marshalltown IA 50158 420725231 501(c)3 6454 0 For the perpetual care, maintenance, and repair of Immaculate Cemetery, Haverhill, Iowa St Mary's Cemetery Association PO Box 116 Walker IA 52352 426062068 501(c)3 6371 0 For the perpetual care, maintenance, and repair of St. Mary's Cemetery, Walker, Spencers Grove, Iowa The Church of the Nativity 1225 Alta Vista St Dubuque IA 52001 420707103 501(c)3 6287 0 To be exclusively used for scholarships for students, grades K-8, from Nativity Parish attending Catholic schools St Elizabeth Ann Seton Parish 1350 Lyndhurst Dr Hiawatha IA 52233 421338119 501(c)3 6268 0 To be used to support the church general fund and/or an educational endowment, with funds being distributed. Saint Albert's Cemetery Association PO Box 365 Edgewood IA 52042 421067114 501(c)3 5901 0 For the perpetual care, maintenance, and repair of St. Albert's Cemetery, Lamont, IA Trinity Catholic School 116 Main St Protivin IA 52163 421109802 501(c)3 5848 0 to provide funds for use by Trinity Catholic school as determined its school board St Mary's Cemetery Association PO Box 136 Gilbertville IA 50634 421395868 501(c)3 5745 0 For the perpetual care, maintenance, and repair of St. Mary's Cemetery, Gilbertville, IA Calvary Cemetery Association PO Box 699 Cascade IA 52033 420698049 501(c)3 5642 0 For the perpetual care, maintenance and repair of Calvary Cemetery, Cascade, Iowa Sacred Heart Church 627 W Fourth St Waterloo IA 50702 420702050 501(c)3 5587 0 For the use and benefit of Sacred Heart Catholic Church, Waterloo, Iowa St Joseph's Cemetery Association 119 W Fayette St Manchester IA 52057 010760233 501(c)3 5495 0 For the perpetual care, maintenance, and repair of St. Joseph's Cemetery Association, Greeley, Iowa Holy Trinity Cemetery Association PO Box 205 Protivin IA 52163 392071510 501(c)3 5457 0 For the perpetual care, maintenance, and repair of Holy Trinity Cemetery, Protivin, Iowa Mount Olivet Cemetery Association 109 Second Street SW Waukon IA 52172 420426591 501(c)3 5340 0 For the perpetual care, maintenance and repair of Mount Olivet Cemetery, Waukon, IA St Boniface Church 660 Bush Avenue Garner IA 50438 420757430 501(c)3 5325 0 To assist with the operational costs of St. Boniface Church, Garner, Iowa St Wenceslaus Cemetery Association PO Box 128 Spillville IA 52168 743253129 501(c)3 5227 0 For the perpetual care, maintenance and repair of St. Wenceslaus Cemetery, Spillville, IA St Columbkille Church 1240 Rush St Dubuque IA 52003 420680317 501(c)3 5218 0 To establish and provide housing for international women entering formation for religious life while studying. St Aloysius Church PO Box 819 Calmar IA 52132 420761054 501(c)3 5211 0 For eductional needs of St. Aloysius Parish The Sacred Heart Church PO Box 699 Cascade IA 52033 420718488 501(c)3 5117 0 For the general operations of Sacred Heart Church and Cemetery of Fillmore, Iowa St Joseph's Cemetery Association PO Box 136 Gilbertville IA 50634 450587305 501(c)3 5036 0 For the perpetual care, maintenance and repair of St. Joseph Cemetery, Raymond, IA St Athanasius Cemetery Association PO Box 316 Jesup IA 50648 680563797 501(c)3 5014 0 For the perpetual care, maintenance and repair of St. Athanasius Cemetery, Jesup, IA 92 0 Part I, Line 2: Most of the funds distributed are for organization funds, therefore the organizations are the listed beneficiary in the fund agreement. They are required to use the money for a specific purpose and sign an agreement each year that they use it for such purpose. Other funds that are not organization funds go through a screening process and are approved by either the Grant Committee and then the Board of Directors or are approved by the Executive Committee. Discretionary grantees must report back on the usage of the grant within a year of receiving the grant. Form 990, Part VI, Section A, line 1a The Executive Committee consists of a total of four members, the current Chair, Vice Chair, Treasurer and Secretary of the Board of Directors. The current Chair of the Board of Directors shall serve as the Chair of the Executive Committee. The Executive Committee has the authority to act on behalf of the Board of Directors of the Corporation when the Board gives such authority. Action by the Executive Committee requires the affirmative vote of a majority of all duly appointed members. Form 990, Part VI, Section A, line 2 Archbishop Thomas Zinkula and Michele Brock have a business relationship. Form 990, Part VI, Section A, line 4 1. Article V added a secondary purpose allowing activity to benefit other organizations, whether or not connected to the Archdiocese or the Roman Catholic Church. 2. Article IX updated how grants and distributions are reviewed. Form 990, Part VI, Section B, line 11b Each Board of Director is provided a copy of the Form 990 before it is filed. The Form 990 is reviewed by the President and the Finance and Audit Committee. Form 990, Part VI, Section B, line 12c The conflict of interest policy establishes the required Board process for entertaining and voting upon any proposed transaction, compensation, gift or other financial arrangement between the Organization and any "interested person" who has a duality of interest or potential conflict with respect to any such transaction, compensation, gift or other financial arrangement. On an annual basis, each interested person signs an affirmation acknowledging his or her receipt of such policy and agreement to abide by its terms. The completed policies are reviewed and discussed by the Board. Any interested person with a conflict is not allowed to vote on the matter. Form 990, Part VI, Section B, line 15a The Executive Director's compensation is approved by the Board of Directors on an annual basis. The Organization uses the Form 990 of similar exempt organizations and compensation surveys and studies for comparability data. The process and determination is documented in the personnel file. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.