2015-2016 Annual Report Catholic Foundation of North Georgia
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2015-2016 ANNUAL REPORT CATHOLIC FOUNDATION OF NORTH GEORGIA A LETTER FROM THE CHAIRMAN STRATEGIC PLAN In fiscal year 2015-2016, a major focus for the board and staff of the Catholic Foundation was the OUR MISSION: completion of a new strategic plan. Since 2008, we The Catholic Foundation 2016 - 2017 BOARD MEMBERS CONTINUED have been guided by our prior plan. Our latest plan of North Georgia helps Catherine Perry, PCC defines how the Foundation will carry out its objec- Catholics make a BOARD OF DIRECTORS Founder, InwardBound Center tives in the years ahead. lasting difference for Nonprofit Leadership OFFICERS The new strategic plan provides a vibrant mission in the community. Nancy E. Peterman and vision statement and an updated logo. Goals We attract, professionally Jeff Haidet • Chair Partner, Alexander Haas US Chairman, Dentons US LLP include enhancing processes, upgrading technology, training staff, and recruit- manage, and invest gifts Michael Petrik, Esquire to support the current James "Jaime" Lanier • Vice Chair Partner, Alston & Bird ing more staff at a later date. The 2016 strategic plan will be a blue print for the and long term financial Retired from Interface William M. Rich work of the Foundation for the next three to five years. Along with the rest of needs of parishes, David G. Dahm • Treasurer Partner, Holland & Knight, LLP the Board, I am very pleased with the results of this process. Overseeing strate- Chief Financial Officer, LeasePlan USA John Ripoll gic planning is another way that the Board of the Catholic Foundation fulfills its schools, charities, and Senior Vice President, fiduciary and governing responsibilities. other ministries. John Monroe • Deputy Treasurer The Wells Fargo Private Bank Chief Financial Officer, TradeRocket, Inc. IN THIS ISSUE Victor I. Sanchez Alan S. Neely • Secretary Business Consultant, Chick-Fil-A, Inc. Throughout this annual report, we are featuring a number of individuals – some well-known, and other committed Catholics – who are choosing to make a Retired from Korn/Ferry International H. Hamilton Smith Retired from SunTrust Banks lasting difference with the help of the Catholic Foundation. Starting on page 2 David Spotanski you can review the list of Catholic and secular organizations and social service BOARD MEMBERS Chief Operating Officer, Archdiocese of Atlanta agencies that benefitted in 2015-2016 from Catholic Foundation grants. Our The Reverend Monsignor financial statements are located on page 20, opposite the members of the The Reverend Monsignor Daniel Stack OUR VISION: Stephen T. Churchwell, J.C.D. Pastor, St. Thomas Aquinas Catholic Church Pastors Advisory Council and our dedicated volunteers. Ensuring that the Vicar for Senior Priests, Archdiocese of Atlanta James E. Winchester Jr. But most of all, I hope this publication gives you a glimpse of the ministry of Catholic community Philip Coletti CEO, The Quikrete Companies the Catholic Foundation and recognize that we are all called “to give back to Senior Vice President, RSUI Group, Inc. David K. Withers and its ministries have the Lord for the good he has done for us.” Psalm 116. the financial Kathleen Cote Chief Financial Officer, Turner Enterprises, Inc. resources to serve Community Volunteer SHARE YOUR COPY DIRECTORS EMERITI I hope you will enjoy reading this annual report. To help the Catholic Founda- and make a difference The Most Reverend Wilton D. Gregory, S.L.D. Juanita P. Baranco tion raise awareness (while keeping costs down); please consider sharing your in the lives of current Archbishop, Archdiocese of Atlanta Executive Vice President, Mercedes Benz of Buckhead copy with a friend who isn’t familiar with the Catholic Foundation. If you need and future generations. Frederick "Fritz" Holzgrefe III The Reverend Monsignor Edward J. Dillon more than one copy, contact Juliet Greco at [email protected] or Vice President and CFO, Saia, Inc. Pastor, Holy Spirit Catholic Church 404.497.9440. Timothy Kemper, CPA Clarence H. Smith Sincerely, Partner, Exeter Development Company President & CEO, Havertys Furniture Companies Michael L. Keough Michael W. Trapp President, DMK International Retired from Ernst & Young, LLP Linda MacLean Jeff Haidet Vice President Finance, Marist School FORMER MEMBER OF THE BOARD Chair, Board of Directors Michael McEnaney OF DIRECTORS (2015-2016) Managing Partner, Jump the Curve Specialists, Inc. Mark Christopher 1 GRANTS CATHOLIC FOUNDATION OF NORTH GEORGIA The Catholic Foundation of North Georgia was pleased to Help for the Needy and the Homeless $65,220 provide $401,800 in competitive grants and donor advised fund Total Grants The homeless and needy were assisted with food, housing, healthcare, counseling grants during the 2015-2016 fiscal year to the organizations FROM THE CATHOLIC listed on the following pages. These funds are awarded through and more through grants from the Catholic Foundation. three different systems: General Competitive Grants, Parish Atlanta Community Food Bank, Atlanta FOUNDATION OF Enrichment Grants, and Donor Advised Fund Grants Programs. Atlanta Hospital Hospitality House, Atlanta Other Charitable Organizations $39,800 Atlanta Legal Aid Society, Inc., Atlanta Higher education, the arts, and environmental organizations NORTH GEORGIA Atlanta Mission, Atlanta were just some of the causes that benefited from donor Buckhead Christian Ministry, Atlanta advised fund grants administered by the Catholic Foundation. Catholic Education $109,200 Catholic Charities Atlanta, Smyrna Alliance Defending Freedom, Scottsdale, Ariz. Catholic Relief Services, Baltimore, Md. $401,800 Grant awards to schools in 2015-2016 helped Angels Among Us, Alpharetta Christ the Redeemer Conference– provide for a learning garden, redevelopment Atlanta Botanical Garden, Atlanta St. Vincent de Paul, Dawsonville of playing fields, technology upgrades, and Atlanta History Center, Atlanta Community Farmers Markets, Atlanta General Competitive Grants Program school expansion and repairs. Catholic Foundation of North Georgia, Atlanta Corpus Christi Catholic Church During the 2015-2016 fiscal year, $235,500 in Christ the King Catholic School, Atlanta Feral Cat Coalition of Oregon, Portland, Ore. (Little Ones Preschool), Stone Mountain grants were awarded through the General Cristo Rey Atlanta Jesuit High School, Atlanta Fernbank Museum of Natural History, Atlanta The Extension, Inc., Marietta Grants program of the Catholic Foundation of Holy Redeemer Catholic School, Johns Creek Georgia Lawyers for the Arts, Atlanta North Georgia. These grants were provided Family Promise of Bartow County, Cartersville Holy Spirit Preparatory School, Atlanta The Heritage Foundation, Washington, D.C. by the following: General Fund, Goizueta Family Promise of Forsyth County, Cumming Immaculate Heart of Mary Catholic School, Atlanta Historic Oakland Foundation, Atlanta Fund, The Care for the Elderly Fund, Commu- Feed the Children, Oklahoma City, Okla. Marist School, Atlanta Jaguar Foundation of Atlanta–Education Scholarships, nity Services Fund, Nellie Dodd McAdam Food for the Poor, Coconut Creek, Fla. Our Lady of Mercy Catholic High School, Fayetteville East Point Endowment Fund, and the Conrads Family Good Samaritan Health Center of Gwinnett, Lawrenceville Our Lady of Victory Catholic School, Tyrone Judicial Watch, Washington, D.C. Education Fund. Grady Health Foundation, Atlanta Pinecrest Academy, Cumming Lost Our Home Pet Foundation/The Sojourner Center, Heifer International, Little Rock, Ark. Donor Advised Fund Distributions Sophia Academy, Atlanta Tempe, Ariz. Interfaith Outreach Home, Doraville The donor advised funds at the Catholic St. John Neumann Regional Catholic School, Lilburn Morehouse College, Atlanta Living Room, Atlanta Foundation of North Georgia provided signifi- St. John the Evangelist Catholic School, Hapeville Mountain Conservation Trust of Georgia, Jasper Mary Our Queen Catholic Church– cant grants in the 2015-2016 fiscal year total- St. Joseph Catholic School, Marietta Museum of Design Atlanta, Atlanta St. Vincent de Paul Society, Peachtree Corners ing $146,300 to the organizations here at the St. Peter Claver Regional Catholic School, Decatur Plan USA, Warwick, R.I. advice of donors. Mercy Care, Atlanta St. Pius X Catholic High School, Atlanta The Retired Enlisted Association Memorial Foundation, New Hope Enterprises, Atlanta St. Thomas More Catholic School, Decatur Aurora, Colo. Parish Enrichment Competitive New Hope Initiative, Atlanta Robert W. Woodruff Art Center, Atlanta Grants Program (see page 6) No Longer Bound, Cumming University of Georgia Foundation–Franklin College Support for the North Fulton Community Charities, Roswell Disabled $26,200 of Arts and Sciences, Athens Our House, Decatur Funding from the Catholic Foundation helped provide University of Georgia Foundation–School of Law, Athens Rebuilding Together Atlanta, Atlanta the disabled with education, health and dental care, University of Georgia Foundation–Wilson Center The Salvation Army, Lawrenceville and support services. for the Humanities and Arts, Athens Society of St. Vincent de Paul Georgia, Atlanta The Community School, Decatur The USO, Washington, D.C. Step By Step Recovery, Inc., Lawrenceville DDD Foundation, Inc., Atlanta Zoo Atlanta, Atlanta Disabled Veterans National Foundation, Washington, D.C. Elaine Clark Center, Chamblee Immigrant and Hispanic Ministries $16,000 Emory University Autism Center, Atlanta Fragile Kids Foundation, Atlanta Grants this past year included helping immigrants Jerry Cebulski African