Return of Organization Exempt from Income

i 19 Return of Organization Exempt From Income Tax Form 990 Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code ( except black lung benefit trust or private foundation) 2005 Depatn ant at the Treasury Open to may have to use a copy of this return to satisfy state reporting requirements. Internal Revenue Service ► The organization A For the 2005 calendar year, or tax year beginning JM 1 2005 and ending ,TUN 3 Q 2006 B Check If PIS C Name of organization D Employer identification number applicable use IRS p ddrew label or change print or CATHOL I C SCHOOLS FOUNDATION , INC . 22-2485502 type =,,change Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number Jreua1velum Specdic 260 FRANKLIN STREET 1630 617-778-5981 Instruc- =Rnal Accountnp method retum Long City or town, state or country, and ZIP + 4 F Cash [1] Accrual Arnended OSTON MA 02110 0 (spec [Application • and 4947 ( a)(1) nonexempt charitable trusts pending Section 501 ( c)(3) organizations H and I are not app!cable to section 527 o anizations must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? =Yes ®No 0 Websits : lie- CSFBOSTON. ORG H(b) If Yes, enter number of N/A J Organization type (check onlyone) llllo- ® 501(c) ( 3 ) (insert no) = 4947(a)(1) or 0 527 H(c) Are all affiliates included? N/A =Yes No (If "No; attach a list) receipts are normally not more than $25,000. The K Check here ► 0 if the organization's gross H(d) Is this a separate return filed by an or- organization need not file a return with the IRS; but if the organization chooses to file a return, be ganlzatlon covered by a up ruling? Yes ® No sure to file a complete return . Some states require a complete return . I Group Exem ption Number N / A M Check ► = If the organization is not required to attach Sch. B (Form 990, 990-EZ, or 990-PF). L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 ► 21 , 805 , 519. Pain r Rea-venue_ Exnenses _ and Chances in Net Assets or Fund Bala nces I Contributions , gifts, grants, and similar amounts received: a Direct public support ...... 1a 8 , 355 , 151. b Indirect public support __...... 1b c Government contributions ( grants ) ...... tc d Total (add lines la through 1c ) (cash $ 8,005,160. noncash $ 349 ,991 . ) id 8 , 355 , 151. 2 Program service revenue including government fees and contracts (from Part VII, line 93) ...... 2 3 Membership dues and assessments ...... „ .. _.,_ a 4 Interest on savings and temporary cash investments ...... 4 5 Dividends and interest from securities _ .._...... 5 967 0 6 2 . 8 a Gross rents ...... 8e b Less : rental expenses ...... _ .._ ... 6b

c Net rental income or (IossL(su aci line 6b from line 6a) __...... ______

B a Gross or A Securities B Other th n inventory ...... 12 122 216. 8a b `arises 10 0 7 3 6 5 2. 8b c o s) (attach schedule 2 0 4 8 5 6 4. 8c d et inUnf8c, co mns (A) and (B)) 2 , 0 4 8 5 6 4 . P 9 peclal edule). If any amount is from gaming , check here ► a oss ;even including $ 7, 2 7 0, 2 6 8. of contributions reported on line 1a) _ . _ _ . . . . . _ ...... 9a 361 , 090. b Less: direct expenses other than fundraising expenses ...... 9b 561 , 179. c Net income or (loss ) from special events (subtract line 9b from line 9a) ...... _.. _ _.. cc <200 , 089.: R 10 a Gross sales of inventory, less returns and allowances ______10a cll^a lf5 b Less : cost of goods sold ...... 10b c Gross profit or (loss) from sales of inventory (attach schedule ) (subtract line 10b from line 10a) 10c 11 Other revenue (from Part VII, line 103) ...... 11 12 Total revenue add lines 1d 2 3 4 5 6c 7 8d 9c , 10c and 11 ) 12 11 ,170 688 13 Program services (from line 44, column (B)) ...... 18 8 , 464 794. ,, 14 Management and general (from line 44, column (C)) . _ . 14 343 , 753 15 Fundraising (from line 44 , column (D)) ._.... 15 205 907.

z 18 Payments to affiliates (attach schedule) ...... j..8 17 Total exp enses (add lines 16 and 44, column A 17 9 014 454

18 Excess or (deficit) for the year (subtract line 17 from line 12) . 18 2 156 234 U) 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 38 , 536 495 ZQ 20 Other changes in net assets or fund balances (attach explanation ) 20 1 236 744 21 Net assets or fund balances at and of year (combine lines 18, 19, and 20 ) 21 41 929 473 523001 02-03-06 LHA For Privacy Act and Paperwork Reduction Act Notice , see the separate instructions . Form 990 (2005) Z ^15 Form 990 0o CATHOLIC SCHOOLS FOUNDATION INC. 22-2485502 page 2 Part II Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) Functional Expenses and (4 ) organizations and section 4947 (a)(1) nonexempt charitable trusts but optional for others. amounts reported on line B) Do not include (A) Total ( Program ( C) Management (D) Fundraising 6b, 8b, 9b, 1Ob, or 16 of Part /. services and general 22 Grants and allocations (attach schedule) STATEMENT 6 c s 6436885. . noncashs 0. H this amount includes foreign gents, check here ► El 22 6 , 436 , 885. 6 , 436 , 885. 23 Specific assistance to individuals (attach schedule) ..... ------28 24 Benefits paid to or for members (attach schedule) ...... 24 25 Compensation of officers , directors , etc. 25 0. 0. 0. 0. 20 Other salaries and wages 28 402 , 237. 210 , 869. 69 , 112. 122 , 256. 27 Pension plan contributions 27 16 , 191. 8 , 488. 2 , 782. 4 , 921. 28 Other employee benefits 28 26 , 381. 13 , 830. 4 , 533. 8 , 018. 29 Payroll taxes ...... 41 952. 21 , 993. 7 , 208. 12 , 751. 30 Professional fundraising fees 80 31 Accounting fees ...... 31 58 706. 58 , 706. 32 Legal fees .. -. 82 265. 265. 33 Supplies ...... 33 12 140. 3 653. 8 , 487. 34 Telephone 34 2 . 2 31. 2 , 231. 35 Postage and shipping -- ...... 85 9 796. 9 796. 38 Occupancy ... 38 101 , 458. 101 , 458. 37 Equipment rental and maintenance ...... 37 14 , 477. 5 , 955. 8 , 522. 38 Punting and publications ...... 38 24 , 404. 24 , 404. 39 Travel --- . - ...... 39 8 9 9 . 8 9 9 . 40 Conferences , conventions , and meetings 40 1 16 5 . 1 16 5 . 41 Interest 41 42 Depreciation , depletion , etc. (attach schedule ) 42 2 416. 2 416 . 43 Other expenses not covered above (itemize) a

8f g SEE STATEMENT 5 a 1 , 862 , 851. 1 1 772 , 729. 49 , 170. 40 , 952. 44 Total functional expenses . Add lines 22 through 43. (Organizations completing columns (B)-(D), carry these totals to lines 13-15) 4 , , 014 , 54. 1 , 464 , 794. 1 43 53. 05 07. Joint Costs . Check ► Q if you are following SOP 98-2. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? ... ► 0 Yes ® No If Yes, enter (i) the aggregate amount of these joint costs $ N/A ; (ii) the amount allocated to Program services $ N/A (iii) the amount allocated to Management and general $ N/A and (iv) the amount allocated to Fundraising $ N/A Form 990 (2005)

523011 02-03-06 Form 99o 0o CATHOLIC SCHOOLS FOUNDATION , INC. 22- 2485502 Page 3 Part III Statement of Program Service Accomplishments (see the instructions.)

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes , in Part III, the organization's programs and accomplishments.

What is the organization 's primary exempt purpose? ► Program Service EDUCATIONAL FINANCIAL ASSISTANCE Expenses (Required for 501(c)(3) All organizations must describe their exempt purpose achievements in a clear and concise manner State the number of and (4) orgs., and clients served , publications issued , etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4) 4947(a)(1) trusts; but organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others .) optional for others.) a THE ORGANIZATION PROVIDES SUPPORT TO STUDENTS ATTENDING ROMAN CATHOLIC SCHOOLS IN THE ARCHDIOCESE OF BOSTON THROUGH SCHOLARSHIPS , COUNSELING PROGRAMS AND TECHNOLOGY RELATED SPECIAL PROJECTS.

(Grants and allocations $ 6 4 3 6 8 8 5. If this amount includes foreign grants , check here 00- EJ 8 , 464 , 794. b

(Grants and allocations $ If this amount includes foreign grants , check here jo- C

Grants and allocations $ If this amount includes foreign grants , check here 0 d

(Grants and allocations $ If this amount includes foreign grants , check here Po- e Other program services (attach schedule) grants and allocations $ If this amount includes foreign grants , check here 0 f Total of Program Service Expenses (should equal line 44, column (B), Program services) .. 1111- 8,464,794. Form 990 (2005)

523021 02-03-06 Form 990 0o CATHOLIC SCHOOLS FOUNDATION , INC. 22-2485502 Page 4 Part IV Balance Sheets (see the instructions.) Note: Where required, attached schedules and amounts within the description column (A) (B) should be for end-of-year amounts only. Beginning of year End of year

45 Cash - non-interest-beanng ...... 100. 45 100. 46 Savings and temporary cash investments ...... 5 , 373 , 362. 48 9 , 282 , 093.

47 a Accounts receivable ...... 47a b Less : allowance for doubtful accounts 47b 47c

48 a Pledges receivable . .4k 1 , 684 , 291. b Less : allowance for doubtful accounts 48b 250 , 00 0. 1 , 3 3 9 13 7 . 48c 1 4 3 4 2 91. 49 Grants receivable ..- . •... - -- -... •. .. •...... -„ ..... 49 50 Receivables from officers , directors , trustees, and key employees ...... 50 a 51 a Other notes and loans receivable 51a a b Less allowance for doubtful accounts 51b 51c 52 Inventories for sale or use ...... - 52

53 Prepaid expenses and deferred charges .. • • . - - . 16 , 916 . 53 6 , 975. 54 Investments - securities ...... ► Q Cost FMV 54 55 a Investments - land, buildings, and equipment . basis ...... •• 55a

b Less : accumulated depreciation ...... 55b 55c 56 Investments - other ...... S EE.. S TATEMENT 7... 33 , 44 9 , 878. 56 35 , 764 , 174. 57 a Land, buildings, and equipment: basis ...... 57a 41 , 628. b Less * accumulated depreciation STMT 8 57b 41 , 628. 2 , 416 . 57c 58 other assets (describe Oo^ SEE STATEMENT 9 ) 5 , 54 3 , 191. 58 2 , 864 , 225.

59 Total assets must eq ual line 74 Add lines 45 throug h 58 45 , 725 , 0 00. 59 49 , 351 , 858. 60 Accounts payable and accrued expenses ...... • • .135 , 705. 60 2 2 2 3 8 5 . 61 Grants payable ...... 000 v 000. 61 7 , 200 , 000. 62 Deterred revenue .52 , 800. 62 m 83 Loans from officers , directors, trustees, and key employees 68 a 84 a Tax-exempt bond liabilities b Mortgages and other notes payable 64b 65 Other liabilities ( describe ) 85

88 Total liabilities . Add lines 60 throw h 6 8 8 5 0 5. 7 4 2 2 3 8 5. Organizations that follow SFAS 117, check here 00- and complete lines 67 through 69 and lines 73 and 74. 67 unrestricted 67 6 8 4 2 7 61. 88 Temporarily restricted 6 5 15 4. 68 13 9 3 7 2 8 0. 69 Permanently restricted 16 0 7 2 . 69 21 , 149 , 432. Organizations that do not follow SFAS 117, check here and LL complete lines 70 through 74. ° 70 Capital stock, trust principal, or current funds ...... 70 71 Paid -in or capital surplus , or land , building , and equipment fund ...... 71 < 72 Retained earnings , endowment , accumulated income , or other funds 72 Z 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72; column (A) must equal line 19; column (B) must equal line 21 ) ...... 8 5 3 6 4 9 5 . 73 41 , 929 , 473. 74 Total liabilities and net assets/fund balances . Add lines 66 and 73 45 , 725 , 000 . 74 49 , 351 , 858. Form 990 (2005)

523031 02-03-06 Form 990 (2005) CATHOLIC SCHOOLS FOUNDATION , INC. 22-2485502 Page 5 Part IV-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (see the instructions) a Total revenue, gains, and other support per audited financial statements ...... a 12 8 0 5 6 0 4 . b Amounts included on line a but not on Part I, line 12. 1 Net unrealized gains on investments ...... b 1 842 , 645. 2 Donated services and use of facilities ...... b2 75 , 000. 3 Recoveries of prior year grants . • •• ...... b3 4 Other (specify)• SEE STATEMENT 10 b4 955 , 278. Add lines b i through b4 ...... „--- „ „ . .. • .,,. , b 1 8 7 2 9 2 3 . c Subtract line b from line a ...... c 10 , 932 , 681. d Amounts included on Part I, line 12, but not on line a: 1 Investment expenses not included on Part I, line 6b ...... dl 2 Other (specify): SEE STATEMENT 12 d2 238 , 007 . Add lines dl and d2 ...... d 38 , 07. e Total revenue art I line 12 Add lines c and d e 11 1'70 , 688. Part IV-B Reconciliation of Expenses per Audited Financial Statements With Expenses per Return a Total expenses and losses per audited financial statements ...... a y 4.LL b b. b Amounts included on line a but not on Part I, line 17- 1 Donated services and use of facilities b 1 75 , 000. 2 Prior year adjustments reported on Part I, line 20 b2 3 Losses reported on Part I , line 20 . •• -- - - .. ... , b8 4 Other (specify): SEE STATEMENT 11 b4 561 179. Add lines b1l through b4 ....-- - ...... b 636 , 179. c Subtract line b from line a ...... •.• ..•... ,. ------• . -,,..-•.. •.•• - • •.,• .--- . •.....•...... _... c 8 , 776 , 447. d Amounts included on Part I, line 17, but not on line a: 1 Investment expenses not included on Part I, line 6b ...... d1 2 other (specify): SEE STATEMENT 13 d2 238 , 007. Add lines d1 and d2 ...... d 238 , 007.

Part V-A Current Officers, Directors, Trustees, and Key Employees (List each person who was an officer, director, trustee, or kev emDlovee at any time dunna the veer even if they were not compensated 1(See the instructions.) (B) Title and average hours ( C) Compensation ( D)conmbut ons to (E) Expense (A) Name and address per week devoted to (If not paid, enter Pn„sS deferred account and position -0-. oo ensation plans other allowances

------SEE STATEMENT 14 0. 0. 0. ------

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Form 990 (2005) 523041 02-03-06 5 -2485502 Page 6 Yes No 75 a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board 40 meetings ...... ► b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships? If 'Yes,' attach a statement that identifies the individuals and explains the relationship(s) 75b X

e Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to this organization through common supervision or common control? -75c X Note. Related organizations include section 509(a)(3) supporting organizations. If Yes, attach a statement that identifies the individuals, explains the relationship between this organization and the other organization(s), and describes the compensation arrangements, including amounts paid to each individual by each related organization. d Does the organization have a written conflict of interest policy? 75d X Part V-B Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year Imt that parson below and enter the amount of compensation or other benefits in the aparopnate column. See the instructions.) (D) Contnbubons to (E) Expense B) Loans and Advances (C) Compensation employee benefit (A) Name and address ( plans s deterred account and NONE compensation lane other allowances

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------Part VI Other Information (See the instructions.) Yes No 78 Did the organization engage in any activity not previously reported to the IRS? If 'Yes,' attach a detailed description of each activity _...... 78 X 77 Were any changes made in the organizing or governing documents but not reported to the IRS? ...... 77 X If Yes,' attach a conformed copy of the changes 78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a X b If Yes ,' has it filed a tax return on Form 990-T for this year? ...... •• •• N/A 78b 79 Was there a liquidation , dissolution , termination , or substantial contraction during the year? If 'Yes,' attach a statement •.•• • 79 X 80 a Is the organization related (other than by association with a statewide or nationwide organization) through common membership , governing bodies , trustees , officers , etc., to any other exempt or nonexempt organization? ...... •_ 80a X b If 'Yes ,' enter the name of the organization - SEE STATEMENT 15 and check whether it is = exempt or =nonexempt 81 a Enter direct or indirect political expenditures . (See line 81 instructions ) ...... 81a 0. b Did the organization file Form 1120-POL for this year? 1b X 523161 /02-03-06 Form tM (2005) 6 Form 990 (2005) CATHOLIC SCHOOLS FOUNDATION. INC. 22-2485502 Paae 7 on 82 a Did the organization receive donated services or the use of materials , equipment , or facilities at no charge or at substantially less than fair rental value? - - 82a X b If Yes ,' you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. (See instructions in Part III .) ...... •...... 82b 75 , 000. 83 a Did the organization comply with the public inspection requirements for returns and exemption applications ? ...... 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? • •• • •• •• • N/A 88b 84 a Did the organization solicit any contributions or gifts that were not tax deductible? •• •••••- •••- • •• .•• .... -• -- ... 84a X b If Yes ,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ...... N/A ... 84b 85 501 (c)(4), (5), or(6) organizations. a Were substantially all dues nondeductible by members ? ...... N/A .... 85a b Did the organization make only in-house lobbying expenditures of $2,000 or less? - - •. -•. ••• • •.• •• - ...N/A ••• 85b If Yes ' was answered to either 85a or 85b , do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year c Dues , assessments , and similar amounts from members • • . •. - ...... 85c N / A d Section 162 (e) lobbying and political expenditures ...... 85d N / A a Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 859 N / A t Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f N / A 9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? •.-• ..• •• •• •.• .- N/A.. . 85 h If section 6033(e)(1)(A) dues notices were sent , does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? ...... N/A - - - 85h 88 501 (c)(7) organizations. Enter a Initiation fees and capital contributions included on

line 12 ...... •- -- • ...... 86. N /A b Gross receipts , included on line 12 , for public use of club facilities 86b N / A 87 501 (c)(12) organizations. Enter a Gross income from members or shareholders. 87a N / A b Gross income from other sources . (Do not net amounts due or paid to other sources against amounts due or received from them.) •• •. - - •.• • -• .•• 87b N / A 58 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If Yes,' complete Part IX • •• .. -• .. . 88 X 89 a 501 (c)(3) organizations Enter: Amount of tax imposed on the organization during the year under section 491100- 0 . ; section 4912 ► 0 . ; section 4955 ► 0. b 501 (c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If Yes,' attach a statement explaining each transaction ...- ...... 89b X c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912 , 4955 , and 4958 ...... ► 0 . d Enter Amount of tax on line 89c, above , reimbursed by the organization ...... ► 0 90 a List the states with which a copy of this return is filed'-MA b Number of employees employed in the pay penod that includes March 12 , 2005 ---...... 90b 5 91 a The books are in care of ► MICHAEL REARDON Telephone no. ► 617-778-5981 Locatedat ► 260 FRANKLIN ST., SUITE 630, BOSTON, MA ZIP+4 ► 02110 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes NO account)? ...... -•---- . . •-- ...... -- ...... 91b X If Yes ,' enter the name of the foreign country ► N/A See the instructions for exceptions and filing requirements for Form TD F 90-22. 1, Report of Foreign Bank and Financial Accounts. e At any time during the calendar year, did the organization maintain an office outside of the United States? 91c X If Yes,' enter the name of the foreign country ► N/A 92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 - Check here ...... ► Q and enter the amount of tax-exempt interest received or accrued during the tax year - ► 1 92 N/A Form 990 (2005)

523162 02-03-06 7 Form 990 00 CATHOLIC SCHOOLS FOUNDATION , INC. 22 -2485502 Pa e 8 Part VII Analysis of Income-Producing Activities (see the instructions) Note Enter gross amounts unless otherwise Unrelated business income Exclu ded by section 512, 513, or 514 (E) indisaled. (A) C B) E I^ D) Related or exempt Business Amount sioa Amount 93 Program service revenue: code cod function income a b e d e f Medicare/Medicaid payments ...... 9 Fees and contracts from government agencies 94 Membership dues and assessments --- -- 95 1nterest on savings and temporary cash investments . 98 Dividends and interest from securities ...... 14 967 , 062. 97 Net rental income or (loss) from real estate: a debt-financed property...... b not debt-financed property ...... 98 Net rental income or (loss) from personal property 99 Other investment income ...... 100 Oam or (loss) from sales of assets other than inventory ...... 18 2 , 048 , 564 . 101 Net income or (loss) from special events . -- . - <200 , 089. 102 Gross profit or (loss) from sales of inventory ... 103 Other revenue a b C d e 104 Subtotal (add columns (B) , (D), and (E)) .... . 0. 3 015 626. <200 . 089.: 105 Total (add line 104 , columns (B), (D), and (E)) . ... . --- ...... 2,815,537. Note: Line 105 plus line 1d, Part 1, should equal the amount on line 12, Part 1. Part VI II Relationship of Activities to the Accomplishment of Exempt Purposes (see the instructions) Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization's V exempt purposes ( other than by providing funds for such purposes). SEE STATEMENT 16

Part IX Information Regarding Taxable Subsidiaries and Disregarded Entities (see the instructions.) (A) (B) (C) (D) (E) Name, address , and EIN of corporation , Percentage of Nature of activities Total income End-of-year partnership, or disre garded entity ownership interest assets

N / A %

% Part X Information Reaardina Transfers Associated (a) Did the organization , during the year, receive any funds, directly or indirectly (b) Did the organization , during the year, pay premiums, directly or indirectly, or Note: If "Yes" to (b), file Form 8870 and F rm 4720 (see instructions). Under p ury clare ave examined this return including accc Plea9e correct, on arer (other than icer) is based on all ink

Sign 1W r S^ Here ' I ature of er Date

P parer's ® ^p Paid signature Preparer's Firm's name (or G T. P.MLZY & COMPANY Use Only se^mpi%,e 424 ADAMS STREET 523163 address, and 02-03-06 aP +4 MILTON, MA 02186 SCHEDULE A Organization Exempt Under Section 501(c)(3) OMB No 1545-0047 (Form 990 or 990-EZ) (Except Private Foundati on ) and Section 501(e), 501 (f), 501(k), 501(n), or 4947( a)(1) Nonexempt Charitable Trust Supplementary Information-(See separate instructions.) 2005 Department of the Treasury Internal Revenue Service MUST be completed by the above organizations and attached to their Form 990 or 990-EZ Name of the organization Employer identification number

Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors , and Trustees (See page 1 of the instructions. List each one. If there are none, enter 'None.1 (b ) Trtle and average hours Contributions e) Expense (a) Name and address of each employee paid (d) be to ( per week devoted to (c) Compensation pans3 deterrod" account and other more than $50 ,000 position compensation allowances SEAN DUNLAVY___ EXEC. DIR. 107 WI_ THING TON NEWTON M_A 02460 40.00 179 615. 16 . 451. DAVE-CORBETT------EV. OFFICER VERNDALE STREET #3 BROOKLINE , 40.00 63 , 423. 5 , 598. ------ANDREA NING PER. COORD. 55 NEWCOMB ST. , ARLINGTON , MA 02474 40.00 52 , 904. 9 , 604. ------

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Total number of other employees paid over $50,000 ► 0 Part 11-A Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter'None.")

(a) Name and address of each independent contractor paid more than $50 ,000 (b ) Type of service (c) Compensation

INSOURCE SERVICES 148 LINDEN STREET , WELLESLEY , MA 02482 ACCOUNTING 52 , 278. ------

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Total number of others receiving over $50,000 for professional services ► 0 Part It-B Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none. enter None. See page 2 of the instructions.)

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service I (c) Compensation

Total number of other contractors receiving over for $50,000 other services ► 0

523101/02-03-06 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ. Schedule A (Form 990 or 990-EZ) 2005 9 Schedule A (Form 990 or 990-EZ) 2005 CATHOLIC SCHOOLS FOUNDATION. INC. 2 2 - 2 4 8 5 5 0 2 Page 2

Part III Statements About Activities (See page 2 of the instructions.) Yes No

1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes, enter the total expenses paid or incurred in connection with the (Must equal amounts on line 38, Part VI-A, or lobbying activities ► $ $ line i of Part VI-B.) X Organizations that made an election under section 50 1(h) by filing Form 5768 must complete Part VI-A. Other organizations checking 'Yes' must complete Part VI-13 AND attach a statement giving a detailed description of the lobbying activities. 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? Of the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing of property? ..... __„ ...... 2a X

b Lending of money or other extension of credit? ...... 2b X

c Furnishing of goods, services, or facilities? ...... _ . _ ...... 2c X

d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? ...... 2d X

e Transfer of any part of its income or assets? ...... „ _ __ _ ...... 2e X 3 a Do you make grants for scholarships, fellowships, student..... loans, etc.? (If Yes, attach an explanation of how you determine that recipients quality to receive payments.) SEE STATEMENT.. 17 Be X

b Do you have a section 403(b) annuity plan for your employees? ... .- c During the year, did the organization receive a contribution of qualified real property interest under section 170(h)? 4 a Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? b Do youprovide credit counselin debt mans emen credit re air or debt ne otiation services? X Part IV Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions.)

The organization is not a private foundation because it is: (Please check only ONE applicable box.) 5 0 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i). 6 0 A school. Section 170(b)(1)(A)(ii). (Also complete Part V.) 7 0 A hospital or a cooperative hospital service organization . Section 170(b)(1)(A)(iu). 8 ED A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v). 9 0 A medical research organization operated in conjunction with a hospital. Section 170( b)(1)(A)(iii). Enter the hospital's name, city, and state 0, 10 ED An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) 1la 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 1lb LI A community trust Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 12 ® An organization that normally receives : ( 1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)( 2). (Also complete the Support Schedule in Part IV-A.)

13 LI An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) lines 5 through 12 above; or (2) sections 501(c)(4 ), (5), or (6 ), if they meet the test of section 509(a)(2). Check the box that describes the type of supporting organization : 00, LType 1 LI Type 2 0 Type 3 Provide the following information about the supported organizations. (See page 6 of the instructions.) (b) Line number (a) Name(s) of supported organization(s) I from above

14 Q An organization organized and operated to test for public safety. Section 509(a)(4). (See page 6 of the instructions.) 523111-03- oz os os Schedule A (Form 990 or 990-EZ) 2005 10 Schedule A (Form 990 or 990-EZ) 2005 CATHOLIC SCHOOLS FOUNDATION INC. 2 2 - 2 4 8 5 5 0 2 Page 3 Part IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting. Note: You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting. Calendar year ( or fiscal year (a) 2004 (b) 2003 (c) 2002 ( d) 2001 ( a) Total beginning in) .. ... ► 15 Gifts, grants , and contributions received. (Do not include unusual gants . Sooline28 7 , 469 , 332. 7 , 462 , 627. 6 , 235 , 648. 8 , 894 , 313. 30 061 920. to Membership fees received . 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose 147 512. 109 072. 289 800. 223 750. 770 134. 18 Gross income from interest, dividends , amounts received from payments on securities loans (section 512(a)(5)), rents , royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30 , 1975 792 097. 600 597. 654 294. 961 741. 3 , 008 , 729. 19 Net income from unrelated business activities not included in line 18 20 Tax revenues levied for the organization 's benefit and either paid to it or expended on its behalf 21 The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge 22 Other income . Attach a schedule. Do not include gain or (loss) from sale of capital assets 23 Total of lines 15 through 22 8 , 408 , 941. 8 , 172 , 296. 7 , 179 , 742. 10 , 079 , 804. 33 840 783. 24 Line 23 minus line 17 _ 8 , 261 , 429. 8 1 063 , 224. 6 , 889 , 942. 9 , 856 , 054. 33 070 649. 25 Enterl % ofline23 84 089. 81 , 723. 71 , 797. 100 798. 26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 _...... ► 26a N / A b Prepare a list for your records to show the name of and amount contributed by each person ( other than a governmental unit or publicly supported organization ) whose total gifts for 2001 through 2004 exceeded the amount shown in line 26a. Do not file this list with your return . Enter the total of all these excess amounts ...... ► 26b N / A c Total support for section 509(a )( 1) test Enter line 24, column (e) ► 25c N/ A d Add: Amounts from column (e) for lines: 18 19 22 26b .... ► 28d N / A e Public support (line 26c minus line 26d total ) ...... _. ► 28e N / A f Public support percentage (line 26e ( numerator) divided by line 20c ( denominator )) ► 26f N / A % 27 Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a'disqualrfied person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person.' Do not file this list with your return . Enter the sum of such amounts for each year. (2004) .,_ _ .. 4.7 ._ (2003) .. 3154.750... (2002) 10.8, 080. (2001) .... 1,437,500. b For any amount included in line 17 that was received from each person (other than "disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations described in lines 5 through 11b, as well as individuals.) Do not file this list with your return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year. (2004) 0. (2003) ...... 0.. (2002) ...... 0. (2001) ...... 0. . c Add: Amounts from column (e) for lines: 15 30,061,920. 16 17 770,134. 20 21 ► 27c 30 , 832 , 054. d Add: Line 27a total 2 , 3 31, 430 . and line 27b total 0. ► 27d 2 , 331 , 430. e Public support (line 27c total minus line 27d total) ...... ► 27e 28,500,624. f Total support for section 509(a)(2) test Enter amount on line 23, column (e) . _... ► I 27f I 0.783. g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) ...... ► 27 iominatorll . . ► 27h 28 Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2001 through 2004, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15. 523121 02-03-06 NONE schedule A (Farm 990 or 990-EZ) 2005 11 Sctiedule A (Form 990 or 990-EZ) 2005 CATHOLIC SCHOOLS FOUNDATION , INC. 2 2 - 2 4 8 5 5 0 2 Page 4 Part Y Private School Questionnaire (See page 7 of the instructions.) N/A (To be completed ONLY by schools that checked the box on line 6 in Part IV)

Yes No 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? 29 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures , catalogues, and other written communications with the public dealing with student admissions , programs , and scholarships ? ...... •.. 30 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? ...... •.• 31 If 'Yes, please describe; If No, please explain. ( If you need more space, attach a separate statement)

32 Does the organization maintain the following: s Records indicating the racial composition of the student body, faculty, and administrative staff? ...... ••. - - --- . -- ...... 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? .. 32b e Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? ...... 32c d Copies of all material used by the organization or on its behalf to solicit contributions? .. ... •. •.. 32d If you answered No to any of the above, please explain. (If you need more space, attach a separate statement)

33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? ...... •-•--- •- - -- ...... 33a b Admissions policies? ...... 38b c Employment of faculty or administrative staff? ...... 33c d Scholarships or other financial assistance? 33d a Educational policies? ...... 338 t Use of facilities? 33f g Athletic programs? - - ... 33 h Other extracurricular activities? 33h If you answered'Yes' to any of the above, please explain. (If you need more space, attach a separate statement)

34 a Does the organization receive any financial aid or assistance from a governmental agency? ...... 34a b Has the organization's right to such aid ever been revoked or suspended? ...... 34b If you answered Yes'to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If 'No," attach an explanation - 35 Schedule A (Form 990 or 990-EZ) 2005

523131 02-03-06 12 Scliedule A (Form 990 or 990-EZ) 2005 CATHOLIC SCHOOLS FOUNDATION INC. 2 2 - 2 4 8 5 5 0 2 Page 5 Part YI-A Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions.) N/A (To be completed ONLY by an eligible organization that filed Form 5768)

(he-i. r e ---I if the nrnan17atinn halnnne to an affifiatad nrnun Chark ► h r7d unu chnr-kad 'a' and limited cnntrnt nrnvlsinns annly

Limits on Lobbying Expenditures Affiliated(')group To be completed(b) for ALL (The term "expenditures" means amounts paid or incurred.) totals electing organizations N/A 36 Total lobbying expenditures to influence public opinion (grassroots lobbying) . --.... 38 37 Total lobbying expenditures to influence a legislative body (direct lobbying) ... 37 38 Total lobbying expenditures (add lines 36 and 37) ...... 38 39 Other exempt purpose expenditures -• - . - ...... 39 40 Total exempt purpose expenditures (add lines 38 and 39) 40 41 Lobbying nontaxable amount Enter the amount from the following table - If the amount on line 40 is - The lobbying nontaxable amount is - Not over $500,000 - -- -• •• •• 20% of the amount on line 40 Over $500,000 but not over $1,000,000 • • $100,000 plus 15% of the excess over $500,000

Over $1,000,000 but not over $1,500,000 •• $175,000 plus 10% of the excess over $1,000,000. ,•••, 41 Over $1,500,000 but not over $17,000,000 •• $225,000 plus 5% of the excess over $1,500,000 . •..•• Over $17,000,000 ---• ..•••.••. • •.•. $1,000,000 42 Grassroots nontaxable amount (enter 25% of line 41) ..• -•• - •--• -.- .... 42 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 • • -•••- - 48 44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38 ••••. •••• •• -- - 44

Caution: If there is an amount on either line 43 or line 44, you must file Form 4720.

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 45 through 50 on page 11 of the instructions.)

Lobbying Expenditures During 4-Year Averaging Period N / A Calendar year ( or (a) (b ) (c) (d) (e) fiscal year beginning in) No. 2005 2004 2003 2002 Total 45 Lobbying nontaxable amount 0. 46 Lobbying ceiling amount ( 150% of line 45(o)) 0. 47 Total lobbying expenditures 0. 48 Grassroots nontaxable amount 0. 49 Grassroots coiling amount ( 150% of line 48(e)) 0. 50 Grassroots lobbying expenditures . 0. Part YI-B Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that did not complete Part VI-A) (See page 11 of the instructions.) N / A During the year, did the organization attempt to influence national, state or local legislation, including any attempt to Yes No Amount influence public opinion on a legislative matter or referendum, through the use of a Volunteers b Paid staff or management (Include compensation in expenses reported on lines c through h.) ---- c Media advertisements ..••, ,•,•-- d Mailings to members, legislators, or the public • •• a Publications, or published or broadcast statements ...... I Grants to other organizations for lobbying purposes .-• g Direct contact with legislators, their staffs, government officials, or a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means i Total lobbying expenditures (Add lines c through h.) ••--•-••• •.•••. 0. If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities. 02-03-06 Schedule A (Form 990 or 990 -EZ) 2005 13 Schedule A (Form 990 or 990-FZ) 2005 CATHOL IC SCHOOLS FOUNDATION, INC. 22- 24855 02 Page e Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 12 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of Yes No (i) Cash ...... 51a(i) X (ii) Other assets X b Other transactions: (i) Sales or exchanges of assets with a noncharitable exempt organization ...... b(i) X (ii) Purchases of assets from a noncharitable exempt organization ...... • ..• ...... • ... - - - - b(ii) X (iii) Rental of facilities, equipment, or other assets ..... --- ...... b(iii) X

. b(iv) (iv) Reimbursement arrangements ...... X (v) Loans or loan guarantees ...... • -•- .. b(v) X (vi) Performance of services or membership or fundraising solicitations • . . - ••. b(vi) c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... C X d If the answer to any of the above is 'Yes, complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any

52 a Is the organization directly or indirectly affiliated with , or related to, one or more tax-exempt organizations described in section 501 (c) of the Code ( other than section 501(c)(3 )) or in section 527? ...... -- -. - - •-..- .•.... 1 0 Y. ® No

14 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

FOOTNOTES STATEMENT 1

PAGE 1 LINE 9C THE TOTAL IS SHOWING A NET LOSS DUE TO THE POSTPONEMENT OF A MAY 2005 SPECIAL EVENT TO SEPT. 2005 BECAUSE THE WEATHER DID NOT COOPERATE FOR THE GOLF OUTING. THE EVENT RAISED CONTRIBUTIONS OF APPROXIMATELY $449,000 WHICH IS REPORTED PARTIALLY IN 2004 AND PARTIALLY IN 2005 DUE TO TIMING.

17 STATEMENT(S) 1 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

FORM 990 GAIN ( LOSS ) FROM PUBLICLY TRADED SECURITIES STATEMENT 2

GROSS COST OR EXPENSE NET GAIN DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS)

SECURITIES 12,122,216. 10,073,652 . 0. 2,048,564.

TO FORM 990, PART I, LINE 8 12,122,216. 10,073,652 . 0. 2,048,564.

FORM 990 SPECIAL EVENTS AND ACTIVITIES STATEMENT 3

GROSS CONTRIBUT. GROSS DIRECT NET DESCRIPTION OF EVENT RECEIPTS INCLUDED REVENUE EXPENSES INCOME

ANNUAL DINNER 7,255,908. 6,984,418. 271,490. 165,281. 106,209. GOLF OUTING 375,450. 285,850. 89,600. 395,898. <306,298.>

TO FM 990, PART I, LINE 9 7,631,358. 7,270,268. 361,090. 561,179. <200,089.>

FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 4

DESCRIPTION AMOUNT

UNREALIZED GAIN/LOSS ON INVESTMENTS 463,035. UNREALIZED GAIN/LOSS ON INVESTMENTS 379,610. INTEREST IN NET ASSETS OF RELATED ORGANIZATION 424,739. INTEREST IN NET ASSETS OF RELATED ORGANIZATION <30,640.>

TOTAL TO FORM 990, PART I, LINE 20 1,236,744.

FORM 990 OTHER EXPENSES STATEMENT 5

(A) (B) (C) (D) PROGRAM MANAGEMENT DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING

SERVICE FEES 14,514. 14,514. EVENT EXPENSES 12,674. 12,674. SPECIAL PROJECTS 1,534,722. 1,534,722. MISCELLANEOUS 8,066. 3,103. 4,963. CONTRACT SERVICES 12,946. 12,946. MARKETING & PUBLIC RELATIONS 18,607. 18,607.

18 STATEMENT(S) 2, 3, 4, 5 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

WRITEDOWNS & PROVISION FOR UNCOLLECTIBLES 238,007. 238,007. EVENT EXPENSES 23,315. 23,315.

TOTAL TO FM 990, LN 43 1,862,851. 1,772,729. 49,170. 40,952.

FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 6

DONEE'S CLASSIFICATION DONEE'S NAME DONEE'S ADDRESS RELATIONSHIP AMOUNT

SEE ATTACHED LIST NONE 6436885.

TOTAL INCLUDED ON FORM 990, PART II, LINE 22 6436885.

FORM 990 OTHER INVESTMENTS STATEMENT 7

VALUATION DESCRIPTION METHOD AMOUNT

CORPORATE STOCK MARKET VALUE 4,728,558. U S GOVERNMENT OBLIGATIONS MARKET VALUE 2,129,350. MUTUAL FUNDS MARKET VALUE 28,906,266.

TOTAL TO FORM 990, PART IV, LINE 56, COLUMN B 35,764,174.

FORM 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 8

COST OR ACCUMULATED DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

FURNITURE 19,241. 19,241. 0. COMPUTER EQUIPMENT 22,387. 22,387. 0.

TOTAL TO FORM 990, PART IV, LN 57 41,628. 41,628. 0.

19 STATEMENT(S) 5, 6, 7, 8 CATHOLIC SCHOOLS FOUNDATION, INC. 22- 2485502

FORM 990 OTHER ASSETS STATEMENT 9

DESCRIPTION AMOUNT

ACCRUED INTEREST & DIVIDENDS RECEIVABLE 49,570. INTEREST IN THE NET ASSETS OF THE CATHOLIC FOUNDATION 2,814,655.

TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 2,864,225.

FORM 990 OTHER REVENUE NOT INCLUDED ON FORM 990 STATEMENT 10

DESCRIPTION AMOUNT

DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 561,179. INTEREST IN THE NET ASSETS OF THE CATHOLIC FOUNDATION 394,099.

TOTAL TO FORM 990, PART IV-A 955,278.

FORM 990 OTHER EXPENSES NOT INCLUDED ON FORM 990 STATEMENT 11

DESCRIPTION AMOUNT

DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 561,179.

TOTAL TO FORM 990, PART IV-B 561,179.

FORM 990 OTHER REVENUE INCLUDED ON FORM 990 STATEMENT 12

DESCRIPTION AMOUNT

WRITEDOWNS AND PROVISIONS FOR UNCOLLECTIBLE PLEDGES 238,007.

TOTAL TO FORM 990, PART IV-A 238,007.

20 STATEMENT (S) 9, 10, 11, 12 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

FORM 990 OTHER EXPENSES INCLUDED ON FORM 990 STATEMENT 13

DESCRIPTION AMOUNT

WRITEDOWNS AND PROVISIONS FOR UNCOLLECTIBLE PLEDGES 238,007.

TOTAL TO FORM 990, PART IV-B 238,007.

FORM 990 PART V-A - LIST OF OFFICERS, DIRECTORS, STATEMENT 14 TRUSTEES AND KEY EMPLOYEES

EMPLOYEE TITLE AND COMPEN- BEN PLAN EXPENSE NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT

MOST REVERAND SEAN P O'MALLEY,OFM CHAIRMAN CAP 260 FRANKLIN STREET 2.00 0. 0. 0. BOSTON, MA 02110

PETER S. LYNCH PRESIDENT 260 FRANKLIN STREET 2.00 0. 0. 0. BOSTON, MA 02110

JAMES G. MILLER VICE PRESIDENT 260 FRANKLIN STREET 2.00 0. 0. 0. BOSTON, MA 02110

JOHN J REMONDI TREASURER 260 FRANKLIN STREET 2.00 0. 0. 0. BOSTON, MA 02110

JOHN E DREW CLERK 260 FRANKLIN STREET 2.00 0. 0. 0. BOSTON, MA 02110

MAUREEN SCANNEL BATEMAN, ESQ TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

STEPHEN D BIRMINGHAM TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

THOMAS CAREY TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

21 STATEMENT(S) 13, 14 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

SISTER KATHLEEN CARR, CSJ TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

MICHAEL A CHAMPA TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

JOHN J CULLINANE TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

WILLIAM J DORCENA TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

DANIEL J. DWYER, ESQ. TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

JOHN F FISH TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

BRIAN J GALLAGHER TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

REV JAMES E GAUDREAU TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

DONALD HAILE TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

RONALD A HOMER TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

MARY KALLIN KAYE TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

REV RICHARD G LENNON, D.D. TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

LINDA H LYNCH TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

22 STATEMENT(S) 14 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

J PETER LYONS TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

THOMAS W MANNIX TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

LORRAINE MARINO TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

JOHN T MCDONOUGH TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

HOLLY L MCGRATH TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

DONALD J MCINNIS TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

ALYCE A MORRISSEY TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

THOMAS N O'BRIEN TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

JACK O'CONNOR TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

DAVID W SMITH TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

ROBERT E STANSKY TRUSTEE 260 FRANKLIN STREET 1.00 0. 0. 0. BOSTON, MA 02110

TOTALS INCLUDED ON FORM 990, PART V-A 0. 0. 0.

23 STATEMENT(S) 14 CATHOLIC SCHOOLS FOUNDATION, INC. 22-2485502

FORM 990 IDENTIFICATION OF RELATED ORGANIZATIONS STATEMENT 15 PART VI, LINE 80B

NAME OF ORGANIZATION EXEMPT NONEXEMPT

ROMAN CATHOLIC ARCHDIOCESE OF BOSTON X CATHOLIC FOUNDATION X

FORM 990 PART VIII - RELATIONSHIP OF ACTIVITIES TO STATEMENT 16 ACCOMPLISHMENT OF EXEMPT PURPOSES

LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES

101 AN ANNUAL DINNER IS SPONSORED BY THE CATHOLIC SCHOOLS FOUNDATION AND ATTENDED BY MANY CONTRIBUTORS AND FRIENDS OF THE ARCHDIOCESE. THE DINNER HELPS TO SPREAD THE MISSION OF THE FOUNDATION AND DEVELOP IMPORTANT RELATIONSHIPS WITHIN THE COMMUNITY FOR SUPPORT AND COORDINATION OF FURTURE GOALS IN EDUCATION. THE GOLF OUTING IS AN ADDITIONAL FUNCTION TO HELP RAISE FUNDS AND SPREAD THE MISSION AND OBTAIN SUPPORT FOR THE FOUNDATION

SCHEDULE A EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS STATEMENT 17 PART III, LINE 3A

THE ORGANIZATION DETERMINES, THROUGH AN APPLICATION PROCESS, THE NEED FOR FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS FOR NEEDY STUDENTS WITHOUT REGARD FOR FAITH, NATIONALITY, OR SEX IN ORDER TO FURTHER THEIR CATHOLIC EDUCATION. THE APPLICATION CONFIRMS THAT INDIVIDUAL STUDENTS WOULD NOT OTHERWISE BE ABLE TO ATTEND THE APPLICABLE CATHOLIC SCHOOL.

24 STATEMENT (S) 15, 16, 17 CATHOLIC SCHOOLS FOUNDATION 22-2485502 2005 FORM 9900 PAGE 2, LINE 22 GRANTS AND ALLOCATIONS

Fall 2005, page 1 1,512,555 Fall 2005, page 2 1,067,953 Spring 2006, page 1 1,944,848 Spring 2006, page 2 1,032,907 Spring 2006, page 3 120,880 5,679,143 Allocations accrued but not yet allocated 757,742

Total Grants and Allocations 6,436,885 Fall Disbursements - Account Code #5000-06 "Direct Assistance to Schools, Educational Support" This is the set based on the Nov 18, 2005 request

POSTAL_ TOTAL Payee ADDRESS LINE 1 CITY STATE CODE CHECK St John the Evangelist Elementa ry School 111 New Balch Street Beverly MA 01915 5,000 St John Elementary School 9 Moon Street Boston MA 02113 40,038 Archbisho p Williams Hig h School 80 Inde pendence Avenue Braintree MA 02184 43,000 Mt St Joseph Academy 617 Cambridge Street Bri g hton MA 02135 72,204 St Columbkille Elementa ry School 25 Arlington Street Brig hton MA 02135 52,475 Cardinal Spellman High School 738 Court Street Brockton MA 02302 62,000 Sacred Heart Elementary School 243 Court Street Brockton MA 02302 25,500 St. Edward Elementary School 631 North Main Street Brockton MA 02301 28,500 St Mary of Assum ption School 67 Harvard Street Brookline MA 02445 25,838 North Cambridge Catholic School 40 Noms Street Cambridge MA 02140 68,833 St Peter Elementa ry School 96 Concord Avenue Cambrid ge MA 02138 41,833 St Rose Elementary School 580 Broadway Chelsea MA 02150 44,000 Blessed Mother Teresa School 100 Savin Hill Avenue Dorchester MA 02125 67,438 Boston Colle ge High School 150 Morrissey Boulevard Dorchester MA 02125 11,938 Elizabeth Seton Academy 2214 Dorchester Avenue Dorchester MA 02125 8,438 St Ann Elementa ry School 239 Ne ponset Avenue Dorchester MA 02122 8,938 St Brendan Elementa ry School 29 Rita Road Dorchester MA 02124 9,938 St Kevin Elementa ry School 516 Columbia Road Dorchester MA 02125 42,438 St Matthew Elementa ry School 29 Stanton Street Dorchester MA 02124 36,938 East Boston Central Catholic School 69 London Street East Boston MA 02128 25,438 Savio Prep High School 145 B yron Street East Boston MA 02128 21,438 St Anthony Elementa ry School 54 Oakes Street Everett MA 02149 13,475 Marian High School 273 Union Avenue Framingham MA 01702 56,000 St Tarcrsrus Elementa ry School 560 Waverly Street Framingham MA 01701 22,500 St Ann Elementa ry School 60 Pros pect Street Gloucester MA 01930 13,000 St Joseph Elementa ry School 56 Oak Terrace Haverhill MA 01832 9,150 Notre Dame Academ y 1073 Main Street Hingham MA 02043 13,500 Hudson Catholic Hi g h School 198 Main Street Hudson MA 01749 17,500 Our Lady of Lourdes Elementa ry School 54 Brookside Avenue Jamaica Plain MA 02130 55.279 Sacred Heart Elementa ry School 329 Bishops Highway Kingston MA 02364 8,500 Central Catholic High School 300 Ham pshire Street Lawrence MA 01841 76,958 Holy Trinity Elementa ry School 1 31 Trinity Street Lawrence MA 01841 44,429 St Mary of Assumption School (was St Mary/ Immaculate 301 Haverhill Street Lawrence MA 01840 49,429 Notre Dame High School 207 Ham pshire Street Lawrence MA 01841 68,801 Our Lady of Good Counsel School 526 Lowell Street Lawrence MA 01841 40,304 SL Patrick Elementary School 101 Parker Street Lawrence MA 01843 61,804 Franco American Elementary School 357 Pawtucket Street Lowell MA 01854 21,525 Immaculate Conce ption School 218 East Merrimack Street Lowell MA 01854 22,825 St Louis Elementa ry School 7.7 Borsvert Street Lowell MA 01850 23,175 St Marg aret Elementa ry School 486 Stevens Street Lowell MA 01851 36,150 St Michael Elementa ry School 15 Sixth Street Lowell MA 01850 26,338 St Patrick Elementa ry School 311 Adams Street Lowell MA 01854 41,500 Ste Jeanne d'Arc Elementa ry School 66 Dracut Street Lowell MA 01854 20,250 Sacred Heart Elementa ry School 581 Boston Street L n MA 101905 28,000

Pagel IS12-556 Fall Disbursements - Account Code #5000-06 'Direct Assistance to Schools, Educational Support' This is the set based on the Nov 18, 2005 request

POSTAL_ TOTAL Pa yee ADDRESS LINE 1 CITY STATE CODE CHECK St Ma Jr./Sr Hi gh School 35 Tremont Street Lynn MA 01902 67,236 St Pius V Elementa ry School 28 Bowler Street L yn n MA 01904 34,500 Immaculate Conception Elementa ry School 306 Hig hland Avenue Malden MA 02148 8.075 Malden Catholic High School 99 Crystal Street Malden MA 02148 30.000 Sacred Hearts/Cheverus School 30 Irving Street Malden MA 02148 23,600 Immaculate Conce ption Elementa ry School 25 Washington Court Marlborough MA 01752 6,500 St Angela Elementa ry School 120 Babson Street Matta an MA 02126 38,438 St Francis of Assisi School One Saint Clare Road Medford MA 02155 500 St Jose ph Elementa ry School 132 High Street Medford MA 02155 4,300 St Ra phael Elementa ry School 516 High Street Medford MA 02155 8,000 Presentation of Mary Academy 209 Lawrence Street Methuen MA 01844 25,500 St Monica Elementa ry School 212 Lawrence Street Methuen MA 01844 1,400 Fonthonne Academy 930 Brook Road Milton MA 02186 16,500 SL Agatha Elementa ry School 440 Adams Street Milton MA 02186 10,510 St Mary of the Hills School 250 Brook Road Milton MA 02186 14,500 St. Sebastian's School 1191 Greendale Avenue Needham MA 02492 9,000 Trinity Catholic Hig h School 575 Washin gton Street Newton MA 02458 54,490 Bishop Fenwick High School 99 Margin Street Peabod y MA 01960 51,000 Sacred Heart Elementa ry School 370 Hancock Street Quincy MA 02171 10,000 St Ann Elementa ry School One Saint Ann Road Quincy MA 02170 8,000 Austin Pre parato ry School 101 Willow Street Reading MA 01867 11,500 St Anne Elementa ry School 20 Como Road Readville MA 02136 37,873 Sacred Heart Elementa ry School 1035 Canterbu ry Street Roslindale MA 02131 44,491 Cathedral Elementa ry School 595 Harrison Avenue Roxbu MA 02118 52,438 Cathedral Hig h School 74 Union Park Street Roxbury MA 02118 126,188 Our Lady of Perpetual Help School 94 Saint AI honsus Street Roxbu ry MA 02120 42,438 St. Patnck Elementary School 131 Mount Pleasant Avenue Roxbu ry MA 02119 58,744 St Jose ph Elementa ry School 160 Federal Street Salem MA 01970 8,500 St Anthony Elementa ry School 480 Somerville Avenue Somerville MA 02143 22,900 St Clement Elementa ry School 569 Boston Avenue Somerville MA 02144 17,325 St Clement Hig h School 579 Boston Avenue Somerville MA 02144 49,000 Gate of Heaven Elementa ry School 609 East Fourth Street South Boston MA 02127 37,123 St Brigid Elementa ry School 866 East Broadway South Boston MA 02127 15,475 St Ma ry Elementa ry School 52 Boston Street South Boston MA 02127 31,400 Academy of Notre Dame Hi g h School 180 Middlesex Road T n sboro MA 01879 8,500 Our Lady Comforter of the Afflicted Elementa ry School 920 Tra elo Road Waltham MA 02452 8,000 Catholic Memorial High School 235 Baker Street West Roxbury MA 02132 42,688 Holy Name Parish School 535 West Roxbu ry Parkway West Roxbu MA 02132 9,649 St Theresa Elementa ry School 40 Saint Theresa Avenue West Roxbury MA 02132 6,422 Xaverian Brothers High School 800 Cla pboardtree Street Westwood MA 02090 15,000 St Francis Xavier Elementa ry School 236 Pleasant Street We outh MA 02190 250 'o&7 953

Page 2 Spring Disbursements - Account Code #5000-06 "Direct Assistance to Schools, Educational This is the set based on the April 12, 2006 request

POSTAL_ Total Spring Payee ADDRESS_LINE _ 1 CITY STATE (CODE Check St John Elementary School 9 Moon Street (Boston MA 02113 40,037 50 Mt St Joseph Academy 1617 Cambridge Street Brighton .MA 102135 J 72,204 00 St Columbkille Elementa ry School 25 Arlington Street Brig hton _ MA 102135 52,475 00 Cardinal Spellman High School 1738 Court Street I Brockto n ; MA :02302 L/ 62,000 00 Sacred Heart Elementary School 1243 Court Street ! Brockton MA 02302 25,500 00 SL Casimir Elementary School 1 26 Saint Casi mir Avenue IBrockton IMA 02302 7,50006- St Edward Elementary School 1631 North Main Street (Brockton MA 102301 28,500 00 St Ma of Assumption School 67 Harvard St reet Brookline ;MA 102445 V-25,837.50 Matignon High School !One Matignon Road Cambndge IMA ,02140 94,224 00 North Cambridge Catholic School 40 Norris Street !Cambri dge I MA ;02140 J 68,833 00 St Peter Elementary School 196 Concord Avenu e !Cambridge !MA 021 38 - 3 41, 833 00 St Rose Elementary School 1580 Broadwa y Chelsea MA 102150 J 44,000 00 Blessed Mother Teresa School 100 Savm Hill Avenue Dorchester IMA ;02125 67,437 50 Elizabeth Seton Academy 12214 Dorchester Avenue 1 Dorchester I MA :02125 8,437 50 St Gregory Elementary School 12214 Dorchester Avenue _Dorchester MA 102124 33,697 00 St Kevin Elementary School 1516 Columbia Road 1Dorchester MA 102125 41,562.50 SL Mark Elementary School 1197 Centre Street Dorchester 1MA 102124 J 22,937 00 St Matthew Elementary School 29 Stanton Street 'Dorchester I MA 02124 , 36,937.50 St Peter Elementary School 1284 Bowd oin Street _ I Dorchester WA • 02122 72,821 00 East Boston Central Catholic School 6 LLondon Street _East Boston MA 102128 43,437.50 Our Lady of Grace Elementary School :190 Nichols Street _ Everett MA 102149 'J 17,000 00 Pope John,XXlll High School '888 Broadway ;Everett MA 02149 141,000 00 V St Anthony Elementary School !54 Oakes Street Everett !MA 02149 13,4 55 00 Marian Hig h School ,273 Union Avenue (Framingham -MA 01702 56,000 00 St Tarcisius Elementary School 560 Waverly Street (Framingham MA 101701 22,500 00 Our Lad y of Lourdes Elementa ry School 154 Brookside Avenue Jamaica Plain -MA 102130 J 55.277 00 Blessed Stephen Bellesini, 0 S.A Academy '94 Bradford Street Lawrence IMA 101640 7,428 00 Central Catholic High School 300 Hampshire Street Lawrence MA ,01841 ! 76,956 00 Holy Trinity Elementary School 31 Trinity Street 'Lawrence MA ! 01841 44,428.50 St Mary of Assumption School (was St Mary/ Immaculatel301 Haverhill Street ;Lawrence :MA 101840 49,428 50 Notre Dame High School 1207 Hampshire Street Lawrence I MA ;01841 63,926 00 Our Lady of Good Counsel School 526 Lowell Street Lawrence !MA 01841 40,303 50 St Patrick Elementary School i 101 Parker Street Lawrence MA 01843 59,803 00 Franco American Elementary School 1357 Pawtucket Street 'Lowell _ MA 81540 21,525 00 Lowell Catholic High School 530 Stevens Street (Lowell 1MA -01851 67,300 00 St Margaret Elementary School 1 486 Stevens Street I Lowell 1 MA , 01851 36,150 00 St Michael Elementary School 1 15 Sixth Street Lowell ;MA 101850 26,43750 St Patrick Elementary School 1 311 Adams Street Lowell MA !01654 41,500 00 Sacred Heart Elementary School ' 581 Boston Street (Lynn IMA :01905 I 28,000 00 St Mary Jr /Sr High School 35 Tremont Street TLynn AMA 01902 67,236.00 St Pius V Elementary School 1 28 Bowler Street Lynn MA 101904 34,500 00 Immaculate Conception Elementa ry School 1 306 Highland Ave nue Maiden MA 102148 7,925.00 Sacred Hearts/Cheverus School 1 30 Irving Stree t Malden 1MA 102148 23,600 00 St Angela Elementary School 120 Babson Street Mattapan MA 102126 38,437.50 St Ma of the Hills School 250 Brook Road Milton j MA 102186 14,500.00 1 194qq,? Paoe 1 of 3 . .

Spring Disbursements - Account Code #5000-06 "Direct Assistance to Schools, Educational Suppo This is the set based on the April 12, 2006 request

j POSTAL- Total Spring Payee ADDRESS_LINE_1 CITY STAT E !CODE Check Trinity Catholic High School 575 Washington Street Newton MA 102458 54 ,49000 Sacred Heart Elementary School 370 Hancock Street - Quincy , MA 02171 10,000 00 1 St Ann Elementary School One Saint Ann Road Quincy MA 02170 , 8,000 Do Sacred Heart Elementary School _ 1035 Canterbury Street IRoslmdale 1MA 102131 ' 44,48900 Cathedral Elementary School 1595 Hamson Avenue Roxbu ry MA 1 02118 51 , 43700 Cathedral High School 74 Union Park Street 1Roxbury MA '02118 1 126,187 50 Our Lady of Perpetual Help School . 94 Saint Alphonsus Street I Roxbury : MA • 02120 , 42,437 50 St Patrick Elementary School _; 131 Mount Pleasan t Avenue IRoxbury MA 1 02119 _.^4 3,74300 St Anthony Elementary School 1480 Somerville Avenue !Somerville MA 102143 v1 22,900 00 } St Catherine of Genoa School 1 192 Summer Street I Somerville MA 02143 33,550 00 St Clement Elementary School _ 589 Boston Avenue ISomerville MA 02144 ^ 17,325 00 SL Clement High School 1579 Boston Avenue !Somerville IMA 102144 50 , 000 00 Arlington Catholic High School 116 Medford Street (Arlington MA 102474__ J,2 4,500 00 St John the Evangelist Elementary School 1111 New Balch Street !Beverly MA .01915 2,000 DO Archbisho p Williams High School _ 180 Independence Avenue Braintree MA 102184 43,000 00 JUrsuline Academy 85 Lowder Street I Dedham IMA 102026 9 , 500 00 r..n__., u._^ o._I____ i yarn .._____. n_..___. r.____ ...... ,..,. . ^.. vvatvu loo ege nnyi Jui00 11 5 U Ivi u11155ey Boulevard 1 LjorchCSler !VIN ,UL I C O I" 11,7J! JU St Ann Elementary School 1239 Neponset Avenue Dorchester IMA 102122 8,937 50 St Brendan Elementary School 29 Rita Road ' Dorchester ! MA !02124 9937 50 Savio Prep High School - '11' 45 Byron Street East Boston I MA 102128 9,262 00 St Mary Star of the Sea School 15B Moore Street East Boston AMA 102 128 16,437.00 St Ann Elementary School X60 Prospect Street Gloucester MA 01930 1-,(,13,000 00 St Joseph Elementary School 1 56 Oak Terrace Haverhill MA !01832 9V 150 00 Noire Dame Academy _ ,1073 Main Street ! Hingham !MA . 02043 _; 13,500 00 Hudson Catholic High School 1198 Main Street 1Hudson MA 01749 1 7,50000 Sacred Heart Elementary School 329 Bishops Hig hway ' Kingston MA 02T 364 8,500 00 Immaculate Conception School 1 216 East Merrimack Street -Lowell ; MA 01854 11,593 00 St Louis Elementary School 177 Boisvert Street ( Lowell ! MA 101850 23,175 00 Ste Jeanne d'Arc Elementary School _ : 68 Dracut Street 1 Lowell MA 101854 20,250.00 Maiden Catholic High School 199 Crystal Street Malden MA '02148 30,000 00 Immaculate Conception Elementary School :25 Washington Court Marlborough IMA 01752 6,500 00 St Francis of Assisi School On e Saint Clare Road ' Medford 1MA 102155 500 00 St Raphael Elementa ry School 516 Hig h Street ; Medford IMA 02155 8,000 00 Presentation of Mary Academy _ _ 209 Lawrence Street Methuen MA 01844 5,500 00 St Monica Elementary School 212 Lawrence Street _j Methuen !MA ; 01844 1,40000 Fontbonne Academy 1930 Brook Road Milton _MA 02186 16,500 00 SL Agatha Elementary School •440 Adams Street ' Milton MA 1 02186 0,510 00 St Sebastian's School 1 1191 Greendale Avenue -Needham IMA 1 02492 /9,000 00 Mount Alvemla Academy 120 Manet Road INewton MA 1 02467 000.00 Bishop Fenwlck High School 199 Margin Street _ Peabody !MA 01960 51,00000 St Joseph Elementary School 22 Pray Street - Quincy j MA _ 1 02169 1 16,862 00 • Oust n Preparatory School 1101 Willow Street ]Reading MA 1 01867 14, 11,300 00 St. Joseph Elementary School 1160 Federal Street (Salem MA 1 01970 ! 8.500-00 Gate of Heaven Elementary School 1609 East Fourth Street (South Boston MA 102127 37,122 50 s St Brigid Elementary School 1866 East Broadway South Boston MA 102127 V15,47400

Pape 2 of 3 103A q0 7 Spring Disbursements - Account Code #5000-06 " Direct Assistance to Schools . Educational Support" This is the set based on the April 12, 2006 request

- --' ------fir-- ---^-- i - - --^-- - - -

POSTAL - Total Spring i Payee ADDRESS_LINE_1 CITY STATE CODE Check St Mary Elementa ry School 152 Boston Street South Boston MA 102127 , 2 0,474 00 Academy of Notre Dame High School 1180 Middlese x Road ITyngsboro MA 101879 IY^8,500 DO, Our Lady Nazareth Academy 14 Winship Drive { Wakefield JMA '.01880 1 Our Lad y Comforter of the Afflicted Elementa ry School 1 920 Trapelo Road JWaltham MA 102452 ^// 8 ,000 00, Catholic Memorial High School 235 Baker Street West Roxbury MA 02132 42, 687 50 Holy Name Parish School 1535 West Roxbury Parkway West Roxbury QA 02132 8,047 00 I St Theresa Elementary School 140 Saint Theresa Avenue West Roxbury MA 02132 ,421 50 , Xavenan Brothers High School J800 Clapboardtree Street Westwood MA 02D9o 5,000 00 : St Francis Xavier Elementary School 236 Pleasant Street Weymouth MA 102190 250.00% 1zo f1o

Penn 'l of 1 FORM 990 THE CATHOLIC SCHOOLS FOUNDATION, INC. 7/l/2005-6/30/2006 22-2485502

PAGE 2 LINE 42

DEPREC EXPENSE

FURNITURE 551

EQUIPMENT 1,865

2,416 Foim 8868 Application for Extension of Time To File an (Rev. December 2004) Exempt Organization Return OMB No. 1545.1709 Department of the Treasury Internal Revenue Service ► File a for each return.

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box ...... ► • If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Reart J $ Automatic 3-Month Extension of Time - Only submit original (no copies needed)

Form 990-T corporations requesting an automatic 6-month extension - check this box and complete Part I only , . ., .... --... ► Q All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to rile income tax returns. Partnerships, REMICs, and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041. Electronic Filing (e-file). Form 8868 can be filed electronically if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for corporate Form 990-T filers). However, you cannot file it electronically if you want the additional (not automatic) 3-month extension, instead you must submit the fully completed signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form, visit www.rs.gov/efile. Type or I Name of Exempt Organization Employer identification number print CATHOLIC SCHOOLS FOUNDATION, INC. File by the due date for Number , street, and room or suite no. If a P.O. box, see instructions. filing your 260 FRANKLIN STREET, NO. 630 return See instructions City, town or post office , state , and ZIP code. For a foreign address , see instructions. BRIGHTON. MA 02135

Check type of return to be filed (file a separate application for each return):

® Form 990 El Form 990-T (corporation) El Form 4720 Q Form 990-BL El Form 990-T (sec . 401 (a) or 408(a) trust) 0 Form 5227 [.] Form 990-EZ 0 Form 990-T (trust other than above) 0 Form 6069 Q Form 990-PF El Form 1041 -A Q Form 8870

1 I request an automatic 3-month (6-months for a Form 990-T corporation) extension of time until FEBRUARY 15, 2007 to file the exempt organization return for the organization named above. The extension is for the organization 's return for. ► 0 calendar yearor tax year beginning JUL 1, 2005 , and ending JUN 30, 2006

2 If this tax year is for less than 12 months , check reason : El initial return 0 Final return El Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, ester the tentative tax, less any nonrefundable credits. See instructions $

b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit $

c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, d required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions , ....- ..... $ N/A

Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions

LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 12-2004)

G.T. Reilly & Co. #04-2513210 424 Adams St., Milton, MA 02186

523831 D5-01-05 Form 8868 (Rev. 12-2004) Page 2

• If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box ...... ► If] Note: Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1). Part 11 Additional (not automatic) 3-Month Extension of Time - Must file Original and One Copy. Name of Exempt Organization Employer identification number Type or print CATHOLIC SCHOOLS FOUNDATION INC. 22-2485502 File by the extended Number, street, and room or suite no If a P.O. box, see instructions. For IRS use only due dale t°' 2 6 0 FRANKLIN STREET , NO. 630 filing the re urn see City, town or post office, state, and ZIP code. For a foreign address, see instructions. - - - instruchom BRIGHTON , MA 02135 Check type of return to be filed (File a separate application for each return): ® Form 990 El Form 990-EZ =Form 990-T (sec. 401(a) or 408(a) trust) El Form 1041-A Form 5227 Q Form 8870 0 Form 990-BL 0 Form 990-PF 0 Form 990-T (trust other than above) El Form 4720 0 Form 6069

STOP: Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of ► MICHAEL REARDON Telephone No. ► 617-778- 5981 FAX No. ► • If the organization does not have an office or place of business in the United States, check this box ...... 1 0 • if this is for a Group Return, enter the organization 's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box ► 0 If it is for part of the group , check this box ► 0 and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time until MAY 15 , 2007 5 For calendar year , or other tax year beginning JUL 1 , 2 0 0 5 and ending JUN 30, 2006 6 If this tax year is for less than 12 months , check reason: 0 Initial return 0 Final return 0 Change in accounting period 7 State in detail why you need the extension WAITING FOR ADDIITIONAL INFORMATION TO PREPARE A COMPLETE AND ACCURATE TAX RETURN Sa If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions ...... b If this application is for Form 990-PF, 990-T, 4720 , or 6069 , ester any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 $

c Balance Due. Subtract line 8b from fine 8a. Include your payment with this form , or, F required, deposit with FTD coupon or, if required , by using EFTPS (Electronic Federal Tax Payment System). See instructions . $ N/A Signature and Verification Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correc complete, and that I am authorized to prepare this form. signatures 12(M i 7G! ^^ 2^ Title ► hi (i Date ► Notice to Applicant - To Be Completed by the IRS We have approved this application . Please attach this form to the organization 's return. Q We have not approved this application . However, we have granted a 10-day grace period from the later of the date shown below or the due date of the organization 's return (including any prior extensions). This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return. Please attach this form to the organization's return. We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file. We are not granting a 10-day grace period. Q We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested. 0 Other

Br Director Date Alternate Mailing Address - Enter the address if you want the copy of this application for an additional 3-month extension returned to an address different than the one entered above. Name #04-2513210 Type I Number and street (include suite, room, or apt no.) or a P.O. box number or print 424 ADAMS STREET City or town, province or state, and country (including postal or ZIP code)

Form 8868 (Rev. 12-2004)