2015-2016 ANNUAL REPORT - Catholic Foundation Of North
A N N UA L R E P O RT2015-2016
CATHOLIC FOUNDATION OF NORTH GEORGIAA LETTER FROM THE CHAIRMAN2016 - 2017BOARD OF DIRECTORSOFFICERSJeff Haidet ChairUS Chairman, Dentons US LLPJames "Jaime" Lanier Vice ChairRetired from InterfaceDavid G. Dahm TreasurerChief Financial Officer, LeasePlan USAJohn Monroe Deputy TreasurerChief Financial Officer, TradeRocket, Inc.Alan S. Neely SecretaryRetired from Korn/Ferry InternationalBOARD MEMBERSThe Reverend MonsignorStephen T. Churchwell, J.C.D.Vicar for Senior Priests, Archdiocese of AtlantaPhilip ColettiSenior Vice President, RSUI Group, Inc.Kathleen CoteCommunity VolunteerThe Most Reverend Wilton D. Gregory, S.L.D.Archbishop, Archdiocese of AtlantaFrederick "Fritz" Holzgrefe IIIVice President and CFO, Saia, Inc.Timothy Kemper, CPAPartner, Exeter Development CompanyMichael L. KeoughPresident, DMK InternationalLinda MacLeanVice President Finance, Marist SchoolMichael McEnaneyManaging Partner, Jump the Curve Specialists, Inc.BOARD MEMBERS CONTINUEDCatherine Perry, PCCFounder, InwardBound Centerfor Nonprofit LeadershipNancy E. PetermanPartner, Alexander HaasMichael Petrik, EsquirePartner, Alston & BirdWilliam M. RichPartner, Holland & Knight, LLPJohn RipollSenior Vice President,The Wells Fargo Private BankVictor I. SanchezBusiness Consultant, Chick-Fil-A, Inc.H. Hamilton SmithRetired from SunTrust BanksDavid SpotanskiChief Operating Officer, Archdiocese of AtlantaThe Reverend Monsignor Daniel StackPastor, St. Thomas Aquinas Catholic ChurchJames E. Winchester Jr.CEO, The Quikrete CompaniesDavid K. WithersChief Financial Officer, Turner Enterprises, Inc.DIRECTORS EMERITIJuanita P. BarancoExecutive Vice President,Mercedes Benz of BuckheadThe Reverend Monsignor Edward J. DillonPastor, Holy Spirit Catholic ChurchClarence H. SmithPresident & CEO, Havertys Furniture CompaniesMichael W. TrappRetired from Ernst & Young, LLPFORMER MEMBER OF THE BOARDOF DIRECTORS (2015-2016)Mark ChristopherSTRATEGIC PLANIn fiscal year 2015-2016, a major focus for the boardand staff of the Catholic Foundation was thecompletion of a new strategic plan. Since 2008, wehave been guided by our prior plan. Our latest plandefines how the Foundation will carry out its objectives in the years ahead.The new strategic plan provides a vibrant missionand vision statement and an updated logo. Goalsinclude enhancing processes, upgrading technology, training staff, and recruiting more staff at a later date. The 2016 strategic plan will be a blue print for thework of the Foundation for the next three to five years. Along with the rest ofthe Board, I am very pleased with the results of this process. Overseeing strategic planning is another way that the Board of the Catholic Foundation fulfills itsfiduciary and governing responsibilities.IN THIS ISSUEThroughout this annual report, we are featuring a number of individuals – somewell-known, and other committed Catholics – who are choosing to make alasting difference with the help of the Catholic Foundation. Starting on page 2you can review the list of Catholic and secular organizations and social serviceagencies that benefitted in 2015-2016 from Catholic Foundation grants. Ourfinancial statements are located on page 20, opposite the members of thePastors Advisory Council and our dedicated volunteers.But most of all, I hope this publication gives you a glimpse of the ministry ofthe Catholic Foundation and recognize that we are all called “to give back tothe Lord for the good he has done for us.” Psalm 116.SHARE YOUR COPYI hope you will enjoy reading this annual report. To help the Catholic Foundation raise awareness (while keeping costs down); please consider sharing yourcopy with a friend who isn’t familiar with the Catholic Foundation. If you needmore than one copy, contact Juliet Greco at jgreco@cfnga.org or404.497.9440.OUR MISSION:The Catholic Foundationof North Georgia helpsCatholics make alasting differencein the community.We attract, professionallymanage, and invest giftsto support the currentand long term financialneeds of parishes,schools, charities, andother ministries.OUR VISION:Ensuring that theCatholic communityand its ministries havethe financialresources to serveand make a differencein the lives of currentand future generations.Sincerely,Jeff HaidetChair, Board of Directors1
GRANTSTotal GrantsFROM THE CATHOLICFOUNDATION OFNORTH GEORGIA 401,800General Competitive Grants ProgramDuring the 2015-2016 fiscal year, 235,500 ingrants were awarded through the GeneralGrants program of the Catholic Foundation ofNorth Georgia. These grants were providedby the following: General Fund, GoizuetaFund, The Care for the Elderly Fund, Community Services Fund, Nellie Dodd McAdamEndowment Fund, and the Conrads FamilyEducation Fund.Donor Advised Fund DistributionsThe donor advised funds at the CatholicFoundation of North Georgia provided significant grants in the 2015-2016 fiscal year totaling 146,300 to the organizations here at theadvice of donors.Parish Enrichment CompetitiveGrants Program (see page 6)CATHOLIC FOUNDATION OF NORTH GEORGIAThe Catholic Foundation of North Georgia was pleased toprovide 401,800 in competitive grants and donor advised fundgrants during the 2015-2016 fiscal year to the organizationslisted on the following pages. These funds are awarded throughthree different systems: General Competitive Grants, ParishEnrichment Grants, and Donor Advised Fund Grants Programs.Catholic Education 109,200Grant awards to schools in 2015-2016 helpedprovide for a learning garden, redevelopmentof playing fields, technology upgrades, andschool expansion and repairs.Christ the King Catholic School, AtlantaCristo Rey Atlanta Jesuit High School, AtlantaHoly Redeemer Catholic School, Johns CreekHoly Spirit Preparatory School, AtlantaImmaculate Heart of Mary Catholic School, AtlantaMarist School, AtlantaOur Lady of Mercy Catholic High School, FayettevilleOur Lady of Victory Catholic School, TyronePinecrest Academy, CummingSophia Academy, AtlantaSt. John Neumann Regional Catholic School, LilburnSt. John the Evangelist Catholic School, HapevilleSt. Joseph Catholic School, MariettaSt. Peter Claver Regional Catholic School, DecaturSt. Pius X Catholic High School, AtlantaSt. Thomas More Catholic School, DecaturSupport for theDisabled 26,200Funding from the Catholic Foundation helped providethe disabled with education, health and dental care,and support services.The Community School, DecaturDDD Foundation, Inc., AtlantaDisabled Veterans National Foundation, Washington, D.C.Elaine Clark Center, ChambleeEmory University Autism Center, AtlantaFragile Kids Foundation, AtlantaJerry Cebulski African Disability, Shavertown, Pa.Paralyzed Veterans of America, Washington, D.C.Shepherd Center Foundation, AtlantaSpecial Olympics Georgia, AtlantaOther ArchdiocesanNeeds 1,480In 2015-2016, grants from donor advised fundssupported the Archbishop’s annual appeal.Archbishop's Annual Appeal, Atlanta2Help for the Needy and the Homeless 65,220The homeless and needy were assisted with food, housing, healthcare, counselingand more through grants from the Catholic Foundation.Atlanta Community Food Bank, AtlantaAtlanta Hospital Hospitality House, AtlantaAtlanta Legal Aid Society, Inc., AtlantaHigher education, the arts, and environmental organizationsAtlanta Mission, Atlantawere just some of the causes that benefited from donorBuckhead Christian Ministry, Atlantaadvised fund grants administered by the Catholic Foundation.Catholic Charities Atlanta, SmyrnaAlliance Defending Freedom, Scottsdale, Ariz.Catholic Relief Services, Baltimore, Md.Angels Among Us, AlpharettaChrist the Redeemer Conference–Atlanta Botanical Garden, AtlantaSt. Vincent de Paul, DawsonvilleAtlanta History Center, AtlantaCommunity Farmers Markets, AtlantaCatholic Foundation of North Georgia, AtlantaCorpus Christi Catholic ChurchFeral Cat Coalition of Oregon, Portland, Ore.(Little Ones Preschool), Stone MountainFernbank Museum of Natural History, AtlantaThe Extension, Inc., MariettaGeorgia Lawyers for the Arts, AtlantaFamily Promise of Bartow County, CartersvilleThe Heritage Foundation, Washington, D.C.Family Promise of Forsyth County, CummingHistoric Oakland Foundation, AtlantaFeed the Children, Oklahoma City, Okla.Jaguar Foundation of Atlanta–Education Scholarships,Food for the Poor, Coconut Creek, Fla.East PointGood Samaritan Health Center of Gwinnett, LawrencevilleJudicial Watch, Washington, D.C.Grady Health Foundation, AtlantaLost Our Home Pet Foundation/The Sojourner Center,Heifer International, Little Rock, Ark.Tempe, Ariz.Interfaith Outreach Home, DoravilleMorehouse College, AtlantaLiving Room, AtlantaMountain Conservation Trust of Georgia, JasperMary Our Queen Catholic Church–Museum of Design Atlanta, AtlantaSt. Vincent de Paul Society, Peachtree CornersPlan USA, Warwick, R.I.Mercy Care, AtlantaThe Retired Enlisted Association Memorial Foundation,New Hope Enterprises, AtlantaAurora, Colo.New Hope Initiative, AtlantaRobert W. Woodruff Art Center, AtlantaNo Longer Bound, CummingUniversity of Georgia Foundation–Franklin CollegeNorth Fulton Community Charities, Roswellof Arts and Sciences, AthensOur House, DecaturUniversity of Georgia Foundation–School of Law, AthensRebuilding Together Atlanta, AtlantaUniversity of Georgia Foundation–Wilson CenterThe Salvation Army, Lawrencevillefor the Humanities and Arts, AthensSociety of St. Vincent de Paul Georgia, AtlantaThe USO, Washington, D.C.Step By Step Recovery, Inc., LawrencevilleZoo Atlanta, AtlantaOther Charitable Organizations 39,800Immigrant and Hispanic Ministries 16,000Grants this past year included helping immigrantslearn English and job skills, in addition to providinga youth mentoring program, health screenings andtransitional housing.Asian American Resource Center, DuluthEl Refugio, ClarkstonHoly Cross Catholic Church, AtlantaLatin America Association, AtlantaPortal de Salud, Peachtree CornersSt. Brendan the Navigator Catholic Church, CummingSt. Philip Benizi Catholic Church, JonesboroPrograms and Services for Seniors 19,600Funding from the Catholic Foundation helped provide meals,healthcare, housing, and financial counseling for the elderly.Catholic Charities, SmyrnaEmory University Alzheimer’s DiseaseResearch Center, AtlantaGrey Nuns of the Sacred Heart, Philadelphia, Pa.Open Hand Atlanta, AtlantaOur Lady of Perpetual Help Home, AtlantaProject Healthy Grandparents, AtlantaSenior Connections, AtlantaUnbound, Washington, D.C.3Visiting Nurses Health System, Atlanta
GRANTSParish NeedsCATHOLIC FOUNDATION OF NORTH GEORGIA 38,500Funding from the Catholic Foundation in 2015-2016helped provide a multi-parish bereavement ministry,improved parish signage, and technology upgradesto help connect better with youth and young adults.Cathedral of Christ the King, AtlantaDivine Playtime at Immaculate Heart of MaryCatholic Church, AtlantaHoly Cross Catholic Church, AtlantaHoly Trinity Catholic Church, Peachtree CityImmaculate Heart of Mary Catholic Church, AtlantaMary Our Queen Catholic Church, Peachtree CornersOur Lady of the Mountains Catholic Church, JasperQueen of Angels Catholic Church, ThomsonSt. Andrew Catholic Church, RoswellSt. Francis of Assisi Catholic Church, CartersvilleSt. Helena Catholic Church, ClaytonSt. Joseph Catholic Church, MariettaSt. Joseph Catholic Church, WashingtonSt. Jude the Apostle Catholic Church, AtlantaSt. Mark Catholic Church, ClarkesvilleSt. Oliver Plunkett Preschool, SnellvilleSt. Pius X Catholic Church, ConyersSt. Thomas Aquinas Catholic Church, AlpharettaSpiritual Growth 31,700These grant awards sponsored the Eucharistic Congress,and supported ministries on campus, in parishes – andeven online! – which helped Catholics of all ages growstronger in their faith.Archdiocese of Atlanta–Eucharistic Congress, SmyrnaArchdiocese of Atlanta–ICSC Scholarships, SmyrnaCathedral of Christ the Ki he endowment will be realized after he passes. Proceeds from the sale of his condo will be invested in the fund, perthe bequest in Fr. John’s will.Fr. Richard Kieran died in November 2016, but his legacy will live on in the fund that the brothers created. Fr. John’s hope for the future ofthe endowment is that “it continues to grow and realistically helps parishes.”To conveniently make a gift in memory of Fr. Richard, or in honor of Fr. John’s 50 years of priestly service,please use the donation envelope included in this publication.CREATING AN ENDOWMENT FUNDWho can create an endowment fund?Any individual, couple, or family! So can friends, classmates, golf buddies, PTA parents and choir members.Why create an endowment fund?To serve a need or a future need, or to pay tribute to a special individual.Here’s how:Open a FundDonate or raise the 5,000 needed to open an endowment fund with the Catholic Foundation of North Georgia. Many donorschoose to begin with a gift of at least 25,000, since that amount is needed to make an immediate charitable impact.Pick a Beneficiary OrganizationYour family or group gets to decide which organization or ministry will benefit from the fund. Your endowment can supporta parish, a Catholic school, the homeless, youth ministry, a campus ministry, or more. Just decide which organization or ministry you want to help long into the future.Choose a NameThe new endowment will need a name. Endowment funds are an excellent way to memorialize a family member or a belovedteacher or priest. Funds are also named to honor respected individuals, alumni classes, even a patron saint.Grow the EndowmentYour original gift is invested to start growing towards the established purpose of the fund. If yo
Holy Trinity Catholic Church, Peachtree City Immaculate Heart of Mary Catholic Church, Atlanta Mary Our Queen Catholic Church, Peachtree Corners Our Lady of the Mountains Catholic Church, Jasper Queen of Angels Catholic Church, Thomson St. Andrew Catholic Church, Roswell St. Francis
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