2024-11-06T16:11:06-07:00 2023-12-31 J Alan Martin CPA 809 Shady Bend Drive Kennedale TX 76060 990 2023-01-01 454094964 CATHOLIC CHARITIES DIOCESE OF FORT WORTH ENDOWMENT INC CATH 8175340814 249 W Thornhill Dr Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8174133910 2024-11-08 0 1 James Alan Martin P00546866 8173196030 2024-10-21 X 2023 2024-10-15 13:58:12Z Michael Iglio 249 W Thornhill Dr Fort Worth TX 76115 937249 0 0928 X www.catholiccharitiesfortworth.org X 2011 TX The corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities. 7 7 0 7 0 0 566370 766103 0 0 -25719 171146 0 0 540651 937249 482306 612016 0 0 0 0 0 0 0 76915 202850 559221 814866 -18570 122383 13415922 16032890 0 0 13415922 16032890 The Corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities. 0 0 814866 612016 937249 Granted funds were used to support the housing needs of eligible CCFW clients, including targeted financial assistance for housing. Additional funds were used to cover costs associated with the salaries and benefits of Housing Specialists, Case Managers, and Homeless Services staff, all of whom work directly with clients. The balance of funds was used to support general operational needs of CCFW. 0 0 0 814866 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 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 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X Joshua Audi CFO 8174133907 249 W Thornhill Dr Fort Worth TX 76115 Michael Iglio President/CEO (partial year) 0 40 X 0 214754 31571 Christopher Plumlee Former President/CEO 0 0 X 0 196667 0 Josh Audi CFO/VP of Administration 0 40 X 0 162074 18288 Fr Anthony Chandler Present/CEO (partial year) 0 40 X 0 120428 3483 Peter Hicks Chief Operating Officer 0 40 X 0 89061 12097 Bill Quinn Chair 2 0 X X 0 0 0 Merilee Kuylen Secretary 2 0 X X 0 0 0 Andrea Lacroix Treasurer 2 0 X X 0 0 0 Caroline Cooley Board Member 2 0 X 0 0 0 Nancy Rocha Board Member 2 0 X 0 0 0 Candace Sandifer Board Member 2 0 X 0 0 0 Tim Connolly Board Member 2 0 X 0 0 0 0 782984 65439 0 1 1 0 0 0 0 0 0 0 766103 0 766103 0 171146 171146 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 937249 171146 0 0 X 612016 612016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 116715 116715 0 0 86135 86135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 814866 814866 0 0 115438 143 0 0 0 0 0 67502 0 0 0 0 0 0 0 0 0 0 13232556 15866597 0 0 0 67928 98648 13415922 16032890 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13415922 16032890 0 0 13415922 16032890 13415922 16032890 122383 2494585 0 0 0 0 X 0 1 X 1 0 X 79552 1428426 921465 566370 766103 3761916 0 0 0 0 0 0 0 0 0 0 0 0 79552 1428426 921465 566370 766103 3761916 2697184 1064732 2183082 1336240 1837327 -2557375 2712022 5511296 0 0 0 0 0 0 0 0 0 0 0 0 9273212 0 0.11482 0.14415 X In the 13 years since the establishment of the CCDOFW Endowment, over $14 million in donations have been received which make up the majority of today's Net Assets. More than 60% of these donations have been provided by the public, specifically from individuals, with slightly less than 40% coming from an affiliated entity. Over the last five years (2019 through 2023), the $3.8 million in contributions from the public have been received through 325 separate transactions involving 52 separate donors. All income received by the CCDOFW Endowment is derived entirely from the investment of these donations and past accumulated earnings. The CCDOFW Endowment is led by a board composed of independent community leaders and finance professionals from various industries. The board has expanded marketing efforts in recent years in order to increase support received from the public, but market volatility may continue to distort the standard calculations of public support. The CCDOFW Endowment has always been and will continue to be predominantly supported by the public. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13415922 766103 2665731 612016 0 202850 16032890 16366148 166370 -2557375 482306 0 76915 13415922 13777073 921466 1837327 20000 0 149718 16366148 11870771 1428426 1336240 795517 0 62847 13777073 10407012 79552 2103530 701140 0 18183 11870771 0.5131 0.4694 0.0175 0 0 Schedule D, Part V, Line 4 To acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. 1 Catholic Charities Diocese of Fort Worth Inc 249 West Thornhill Drive Fort Worth TX 76115 750808769 501(c)(3) 612016 0 Cash Support housing needs of CCFW clients and general operational needs of CCFW. 1 0 Schedule I, Part I, Line 2 All requests for funding received from Catholic Charities Diocese of Fort Worth Inc are reviewed and approved by the Board of Directors of the Catholic Charities Diocese of Fort Worth Endowment Inc before funds are disbursed. 1 0 0 0 0 0 0 0 0 Christopher Plumlee Former President/CEO 0 196667 0 0 0 0 0 0 0 0 0 196667 0 0 Michael Iglio President/CEO (partial year) 0 214754 0 0 0 0 0 13604 0 17967 0 246325 0 0 Josh Audi CFO/VP of Administration 0 162074 0 0 0 0 0 9917 0 8371 0 180362 0 0 Schedule J, Part I, Line 4 Christopher Plumlee, former President/CEO of Catholic Charities, Diocese of Fort Worth, Inc., received compensation of $196,667 in 2022 from Catholic Charities, Diocese of Fort Worth, Inc. under a separation agreement. Form 990, Part VI, Section A, Line 6 The Members of the corporation shall be the individuals holding the following officers or positions with the Diocese of Fort Worth: The Bishop, The Moderator of the Curia or Vicar General, Two (2) priests designated by the Bishop, the Diocesan Finance Officer appointed by the Bishop according to the prescriptions of Canon 494 and the Code of Canon Law, One (1) individual designated by the Bishop, plus the Chair of the Board of Directors of the Corporation. Form 990, Part VI, Section A, Line 7a The Members elect the Directors of the Corporation. Form 990, Part VI, Section A, Line 7b To assign assets for the benefit of creditors of the Corporation; To confess a judgment against the Corporation, To file a bankruptcy for the Corporation; To alter, amend or repeal the Bylaws or the Certificate of Formation of the Corporation, or to adopt new Bylaws or a new Certificate of Formation; To merge, consolidate, reorganize, or dissolve the Corporation or to approve affiliations of the Corporation with any other organization; To sell, exchange or other disposition of all or substantially all of the assets of the Corporation. Form 990, Part VI, Section B, Line 11b Review of the Form 990 begins at the President/CEO and VP Administration/CFO level for accuracy of information. The Form 990 is then submitted to the Endowment Board for final review and approval. Form 990, Part VI, Section B, Line 12c The Board has to recertify each year that no conflicts exist. Form 990, Part VI, Section C, Line 19 The Organization's Form 990, organizational documents, and financial statements are available upon request either written or verbal. Form 990, Part IX, Line 11g Reimbursement for direct expenses related to fundraising activities on behalf of the Catholic Charities, Diocese of Fort Worth Endowment, Inc. Catholic Charities Diocese of Fort Worth Inc 249 West Thornhill Drive Fort Worth TX 76115 750808769 Provide services to those in need, to advocate compassion and justice TX 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 Catholic Charities Diocese of Fort Worth Inc p 86135 Reimbursement for direct expenses related to fundraising activities on behalf of the Catholic Charities, Diocese of Fort Worth Endowment, Inc. Catholic Charities Diocese of Fort Worth Inc b 612016 Distribution of a portion of Endowment earnings from current and prior two years to provide for housing needs of CCDOFW clients and other support for CCDOFW charitable activities.