NonprofitsThe Catholic Foundation Of Central Florida Inc

Philanthropy, Voluntarism & Grantmaking Foundations

The Catholic Foundation Of Central Florida Inc

ORLANDO, FL

Total revenue

$8.4M

Total expenses

$4.1M

Net assets

$38.0M

Grants received

$6.3M

84 grants

EIN

260879378

Tax year

2024

Mission

To inspire and increase giving, to prudently invest the resources entrusted to us, and to capably steward those charitable gifts to support the spiritual and corporal needs of the community of the Diocese of Orlando.

Programs

2 programs

Grantmaking and Managing Charitable Funds: Endowed funds provide a permanent source of recurring revenue that supports the work of Catholic compliant organizations into perpetuity. Reserve and donor advised funds provide sources of revenue for current and intermediate needs for addressing needs and improving the quality of life in the community. The Foundation provides a professionally managed best-of-class investment program which is fully compliant with US Conference of Catholic Bishops social value screening guidelines along with maximized returns and competitive fees. Annual endowment distributions along with reserve fund distributions are guided by donor intent. The Foundation's funds provide donors the opportunity to achieve their philanthropic goals to benefit and meet the needs of the community including tuition assistance, services for vulnerable populations, ministry growth, retired priests, seminarians and more. The Foundation's endowment fund also provides grants to address community needs and professional development.

Expenses: $1.5MGrants: $1.3M

Donor Services: The Foundation supports individuals and families with achieving their philanthropic goals of impacting lives through their charitable giving in the diocese and broader community. The professional staff provides educational and advisory services to both clergy and lay leadership as well as donors on stewardship, gift planning, charitable giving vehicles and legacy planning, and collective and engaged philanthropy. The Foundation provides grants to support community capacity building and inspire philanthropy supporting Catholic and Catholic-compliant Foundations addressing the most pressing needs and social issues in Central Florida. The Foundation provides services for processing complex gifts and resources for planned and legacy giving, donor advised fund giving, individual and family philanthropy.

Expenses: $672K

Financials

FY 2024

Revenue

Contributions & grants$4.2M
Program service revenue$2.9M
Investment income$1.3M
Other revenue
Total revenue$8.4M

Expenses

Grants paid$1.3M
Salaries & benefits$1.7M
Fundraising
Other expenses$1.1M
Total expenses$4.1M
Total assets$140.5M
Net assets$38.0M

People

27 listed

NameRoleCompensation

Kimberlee Riley

President & CEO (end 9/24)

Board

$142K

40 hrs/wk

Madelyn Weed

President & CEO

Board

$119K

40 hrs/wk

Marta Sweeney

V.P. Community Services

Board

$116K

40 hrs/wk

Bryce Howard

Dir. of Data Management (began 5/24)

Board

$96K

40 hrs/wk

Nia Herald

VP, Chief Financial Office

Board

$96K

40 hrs/wk

Susan Hunt

Controller

Board

$74K

40 hrs/wk

Fr Scott Circe

Director - See Sch O

Board

1 hrs/wk

Fr Ralph DuWell

Director - See Sch O

Board

1 hrs/wk

Elisha Gonzalez

Director

Board

1 hrs/wk

Fr Timothy LaBo

Director - See Sch O

Board

1 hrs/wk

Wendy Mara

Director

Board

1 hrs/wk

Fr Matthew Mello

Director - See Sch O

Board

1 hrs/wk

Fr Ivan Olmo

Director - See Sch O

Board

1 hrs/wk

Tom Chandler

Chair/Director (end 9/24)

Board

2.5 hrs/wk

Matthew Pineda

Director

Board

1 hrs/wk

David R Ramos

Director

Board

1 hrs/wk

Randall Scott

Director

Board

1 hrs/wk

Lori Tolland

Director

Board

1 hrs/wk

Fr Richard Trout

Director - See Sch O

Board

1 hrs/wk

Erika Wikstrom

Director (end 10/24) - See Sch O

Board

1 hrs/wk

Rachel Youngs

Director

Board

1 hrs/wk

Andrew Orosz

Director

Board

1 hrs/wk

Karen Monteleone

Chair/Director

Board

2.5 hrs/wk

Dr Robert Kryger

Vice-Chair/Director/Treasurer

Board

1.5 hrs/wk

Sr Maria Teresa Acosta

Director (end 10/24)

Board

1 hrs/wk

Jessica Cepero Bracero

Director

Board

1 hrs/wk

Garrett Burke

Director

Board

1 hrs/wk

Grants received

Showing 84 of 84

FromAmountPurposeYear
$3.7M
EDUCATION COST ASSISTANCE
2024
$89K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$36K
GIVING AND GENEROSITY
2024
$15K
General support
2024
$11K
COMMUNITY & HUMAN SERVICES
2024
$10K
TO SUPPORT CHURCH MINISTRIES OF THE DIOSESE OF ORLANDO.
2024
$10K
EDUCATION K-12
2024
$6K
GRANT DISTRIBUTION FOR DIOCESE APPEAL - OUR LADY STAR OF THE SEA
2024
$3K
General & Unrestricted
2024
$350
GENERAL SUPPORT
2024
$171K
PUBLIC, SOCIETAL BENEFIT
2023
$108K
For grant recipient's exempt purposes
2023
$90K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$75K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$38K
DONATION TO EMMAUS CAMPAIGN
2023
$17K
CHARITABLE DONATION
2023
$13K
Scholarships, general purposes
2023
$10K
TO SUPPORT CHURCH MINISTRIES OF THE DIOSESE OF ORLANDO.
2023
$10K
SUPPORT FOR THE CENTRAL FLORIDA CHARTERED ADVISOR IN PHILANTHROPY (CAP) STUDY GROUP
2023
$9K
EDUCATIONAL SUPPORT
2023
$6K
GRANT DISTRIBUTION FOR DIOCESE APPEAL
2023
$3K
General & Unrestricted
2023
$75
OTHER CIVIC / COMMUNITY
2023
$43
GENERAL OPERATING SUPPORT
2023
$83K
For grant recipient's exempt purposes
2022
$75K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$75K
PUBLIC, SOCIETAL BENEFIT
2022
$38K
DONATION TO EMMAUS CAMPAIGN
2022
$15K
OPERATING FUNDS
2022
$10K
TO SUPPORT CHURCH MINISTRIES OF THE DIOSESE OF ORLANDO
2022
$9K
CHARITABLE DONATION
2022
$9K
MINISTRY SUPPORT
2022
$6K
GRANT DISTRIBUTION
2022
$500
GENERAL EXEMPT PURPOSE
2022
$292
General & Unrestricted
2022
$280
MIP PAYOUT FOR 04/01/2022
2022
$200
MIP PAYOUT FOR 10/03/22
2022
$152K
PUBLIC, SOCIETAL BENEFIT
2021
$109K
For grant recipient's exempt purposes
2021
$109K
For grant recipient's exempt purposes
2021
$50K
DONATION TO EMMAUS CAMPAIGN
2021
$35K
TO SUPPORT CHURCH MINISTRIES OF THE DIOSESE OF ORLANDO
2021
$33K
For recipient's exempt purpose
2021
$6K
COMMUNITY DEVELOPMENT
2021
$289K
For grant recipient's exempt purposes
2020
$100K
PROVIDE HOLISTIC LEGAL REPRESENTATION TO ASYLUM-SEEKING FAMILIES SEPARATED AT THE BORDER.
2020
$88K
PUBLIC, SOCIETAL BENEFIT
2020
$22K
TO SUPPORT THE MISSION OF THE ORGANIZATION
2020
$21K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$15K
TO SUPPORT CHURCH MINISTRIES OF THE DIOSESE OF ORLANDO
2020
$10K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020
$9K
MINISTRY SUPPORT
2020
$4K
CAPITAL CAMPAIGN
2020
$1K
OPERATING FUNDS
2020
$850
MIP PAYOUT FOR 04/14/20
2020
$500
GENERAL OPERATING GRANTS & MATCHING GIFTS.
2020
$50
GENERAL OPERATING PURPOSE
2020
$25
MIP PAYOUT FOR 04/14/20
2020
$56K
For grant recipient's exempt purposes
2019
$54K
PUBLIC, SOCIETAL BENEFIT
2019
$9K
SEMINARIAN EDUCATION FUND.
2019
$41K
For grant recipient's exempt purposes
2018
$29K
PUBLIC, SOCIETAL BENEFIT
2018
$12K
TO SUPPORT THE MISSION OF THE ORGANIZATION
2018
$600
GENERAL CONTRIBUTION
2018
$38K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$27K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$340
Matching Grant
2017

Funded by

$6.3M from 35 funders · 84 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$821K · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$607K · 7 grants · 2017–2023

Vanguard Charitable Endowment Program

$219K · 4 grants · 2020–2023

The Us Charitable Gift Trust

$164K · 2 grants · 2023–2024

Natl Christian Charitable Fdn Inc

$161K · 5 grants · 2020–2024

James T And Diana P Barnes

$125K · 3 grants · 2021–2023

Details

EIN260879378
NTEE codeT11
Subsection03
Ruling date2009-10
Formed2007
Employees23
Volunteers22
THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC — Mission, Financials & Grants Received | Grantivo