2024-08-08T17:47:59-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2022-10-01 522374004 COMMONWEALTH HUMAN SERVICES FOUNDATION COMM 8042855900 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 JASON BROWN EXECUTIVE DIRECTOR 8042855900 2024-08-02 1 0 LAKRISHA J CASTLEBERRY P01677333 8042827636 2024-07-19 2022 2024-08-08 14:25:15Z JASON BROWN 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 1986170 0 X N/A X 2002 VA TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES. 15 15 0 14 0 0 500 0 0 0 352616 254933 0 0 353116 254933 217914 224496 0 0 0 0 0 0 0 30084 27626 247998 252122 105118 2811 5191855 5478474 1500 1500 5190355 5476974 TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES. 0 0 224496 224496 0 TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES. 224496 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X JASON BROWN 8042855900 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 X CHRISTINE N THOMAS CHAIR 1.00 X X 0 0 0 JOHN G DANE VICE CHAIR 1.00 X X 0 0 0 SCOTT HORCHLER TREASURER 1.00 1.00 X X 0 0 0 COURTNEY FRIEDLEIN TREASURER 1.00 X X 0 0 0 JAY BROWN BOARD MEMBER 1.00 38.50 X 0 0 0 LLOYD C DUNNUVANT BOARD MEMBER 1.00 X 0 0 0 JEFFREY M GILL BOARD MEMBER 1.00 X 0 0 0 ELLEN GORTLER BOARD MEMBER 1.00 X 0 0 0 LOUISE HARTZ BOARD MEMBER 1.00 X 0 0 0 MALLORY MCCUNE BOARD MEMBER 1.00 X 0 0 0 KATHLEEN MORTENSEN BOARD MEMBER 1.00 X 0 0 0 J KEVIN MULDOWNEY BOARD MEMBER 1.00 X 0 0 0 SAMUEL PATTERSON III BOARD MEMBER 1.00 X 0 0 0 JOHN PUCCINELLI BOARD MEMBER 1.00 X 0 0 0 DIANNE THOMPSON BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 167572 167572 1818598 1731237 87361 87361 87361 254933 0 0 254933 224496 224496 1550 1550 25599 25599 BANK FEES 447 447 DUES & SUBSCRIPTIONS 30 30 252122 224496 27626 0 123910 104594 17964 4982514 5265073 85431 90843 5191855 5478474 1500 1500 1500 1500 X 1285538 1472414 3904817 4004560 5190355 5476974 5191855 5478474 2811 283808 0 X X 0 1 X 1 0 X X 1 COMMONWEALTH CATHOLIC CHARITIES 540505877 7 1 224496 0 1 224496 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2825978 64395 28510 2861863 2970627 -117192 27457 2825978 2854249 141736 25358 2970627 2853210 25970 24931 2854249 2855796 13325 15911 2853210 0.00000 0.96354 0.03646 0 0 0 DUE TO/FROM RELATED PARTIES 1500 1500 X PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE AND UNDER THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. IN ADDITION, THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023 AND 2022. 0 COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 540505877 501(C)(3) 224496 0 TO SUPPORT PROGRAM ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES. 1 PART I, LINE 2: THE FOUNDATION IS A SUPPORTING ORGANIZATION OF COMMONWEALTH CATHOLIC CHARITIES (CCC). ALL FUNDS DISBURSED TO CCC ARE USED TO FURTHER THE PROGRAM EFFORTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION AND, AMONG OTHER THINGS, APPROVES THE APPOINTMENT OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION AND, AMONG OTHER THINGS, APPROVES THE APPOINTMENT OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. EACH DIRECTOR WAS ASKED TO CONFIRM ANY FAMILY RELATIONSHIP, WHETHER OR NOT THEY RECEIVED ANY COMPENSATION FROM THE ENTITY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER IS REQUIRED TO CONFIRM IN WRITING THAT THEY HAVE REVIEWED THE VOLUNTEER MANUAL WHICH INCLUDES, AMONG OTHER THINGS, THE CONFLICT OF INTEREST POLICY, THE CODE OF ETHICS AND THE WHISTLEBLOWER POLICIES OF THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION ALSO CONDUCTS AN ANNUAL BOARD TRAINING MEETING IN JANUARY FOR NEWLY ELECTED BOARD MEMBERS, AS WELL AS, EXISTING BOARD MEMBERS. AMONG OTHER THINGS, THE ORGANIZATION'S POLICIES GOVERNING CONFLICT OF INTEREST, THE CODE OF ETHICS AND THE WHISTLEBLOWER POLICIES ARE REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 COMMONWEALTH CATHOLIC CHARITIES MAINTAINS A WEBSITE THAT PROVIDES THE OPPORTUNITY FOR THE PUBLIC TO REQUEST A CORPORATE DOCUMENT INCLUDING THE FORM 990, THE ANNUAL AUDIT REPORT, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS. IT IS THROUGH THIS PORTAL THAT THE REPORTS FOR COMMONWEALTH HUMAN SERVICES FOUNDATION WOULD BE MADE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT FUNCTION OF THE AUDIT AND THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 540505877 TO PROVIDE QUALITY, COMPASSIONATE HUMAN SERVICES TO ALL PEOPLE VA 501(C)(3) LINE 7 COMMONWEALTH CATHOLIC CHARITIES 0 COMMONWEALTH CATHOLIC CHARITIES HOUSING CORPORATION 1601 ROLLING HILLS DRIVE RICHMOND VA 232295011 352636133 TO PROVIDE AFFORDABLE HOUSING AND HOUSING-RELATED SERVICES VA 501(C)(3) LINE 7 COMMONWEALTH CATHOLIC CHARITIES 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0