Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC
Employer identification number
06-1318337
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% 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). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,567,966
1,485,376
1,120,571
1,176,769
1,124,342
6,475,024
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
1,567,966
1,485,376
1,120,571
1,176,769
1,124,342
6,475,024
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
6,475,024
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
1,567,966
1,485,376
1,120,571
1,176,769
1,124,342
6,475,024
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
473,979
542,578
218,684
126,166
94,477
1,455,884
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
7,930,908
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
806,287
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
81.640 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
80.730 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC
Employer identification number
06-1318337
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 2
SEE SCHEDULE L PART IV.
FORM 990, PART VI, SECTION A, LINE 6
THOSE INDIVIDUALS HOLDING THE FOLLOWING TITLES WITHIN THE BRIDGEPORT ROMAN CATHOLIC DIOCESEAN CORPORATION ARE MEMBERS OF THE ORGANIZATION: BISHOP OR ADMINISTRATOR, VICAR GENERAL, CHANCELLOR.
FORM 990, PART VI, SECTION A, LINE 7A
MEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11
THE ORGANIZATION'S FORM 990 WAS PREPARED BY BLUM SHAPIRO & COMPANY, P.C. AND PROVIDED ELECTRONICALLY TO THE BOARD OF DIRECTORS IN ADVANCE OF THE FILING DATE FOR THEIR REVIEW AND APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C
THE BOARD AFFAIRS COMMITTEE IS RESPONSIBLE FOR THE ON-GOING REVIEW OF AND ENFORCEMENT OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15
NONE OF THE VOTING MEMBERS OF THE GOVERNING BODY RECEIVES COMPENSATION. THE VOTING MEMBERS OF THE GOVERNING BODY DETERMINE THE COMPENSATON FOR THE TOP MANAGEMENT OFFICIAL.
FORM 990, PART VI, SECTION C, LINE 19
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED GAINS ON INVESTMENTS: 371,924. DONATED SERVICES AND USE OF FACILITIES: 130,720. TOTAL TO FORM 990, PART XI, LINE 5: 502,644.
FORM 990: PART XI, LINE 2C
THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION IS RESPONSIBLE FOR THE REVIEW OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND FOR THE APPROVAL OF THE RESULTS OF THE AUDIT CONDUCTED BY THE EXTERNAL AUDITING FIRM.
FORM 990: SCHEDULE L: PART IV
1. THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION (THE FOUNDATION) WAS INCORPORATED IN 1991 BY CERTAIN INDIVIDUALS, WHO WERE THEN OFFICERS OF THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION (THE DIOCESE), AS A NON-SECTARIAN ORGANIZATION FOR THE PURPOSE OF SUPPORTING A VARIETY OF NOT-FOR-PROFIT AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTAGED CHILDREN AND ADULTS LIVING IN FAIRFIELD COUNTY, CONNECTICUT. CERTAIN HIGHEST RANKING DIOCESE OFFICIALS, BY VIRTUE OF THEIR TITLE, ARE THE CORPORATE MEMBERS OF THE FOUNDATION, AND ARE ALSO EX-OFFICIO MEMBERS OF THE FOUNDATION BOARD IN ACCORD WITH THE FOUNDATIONS ARTICLES OF INCORPORATION AND BY-LAWS. IN SEVERAL CASES, THESE SAME INDIVIDUALS ARE CORPORATE MEMBERS AND/OR OFFICERS AND/OR MEMBERS OF THE BOARD OF DIRECTORS OF OTHER ORGANIZATIONS AFFILIATED WITH THE DIOCESE WHICH CAN AND DO RECEIVE GRANTS FROM THE FOUNDATION. CURRENTLY THERE ARE FIVE CORPORATE MEMBERS: MOST REV. WILLIAM E. LORI, REV. MSGR. J. PETER CULLEN, REV. MSGR. THOMAS J. DRISCOLL, REV. MSGR. WILLIAM J. SCHEYD, AND NANCY B. MATTHEWS. THE MOST REV. WILLIAM E. LORI IS THE ULTIMATE SUPERVISOR OF ALL OF THESE INDIVIDUALS. THE FOLLOWING GRANTS WERE AWARDED TO ORGANIZATIONS AFFILIATED WITH THE DIOCESE: CATHEDRAL EDUCATION CLUSTER SCHOOLS $350,000 CARDINAL SHEHAN CENTER $ 35,000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY $ 15,000 KOLBE CATHEDRAL HIGH SCHOOL $160,000 MCGIVNEY COMMUNITY CENTER, INC. $ 35,000 NEW COVENANT HOUSE OF HOSPITALITY $ 20,000 ST. CATHERINE ACADEMY $ 64,500 THOMAS MERTON HOUSE OF HOSPITALITY $ 15,000 TOTAL $694,500 2. REV. MSGR. LAURENCE BRONKIEWICZ, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, AND REV. MSGR. KEVIN W. WALLIN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, ARE BOTH PASTORS OF BRIDGEPORT ROMAN CATHOLIC DIOCESAN PARISHES, AND THE MOST REV. WILLIAM E. LORI IS THEIR ULTIMATE SUPERVISOR. 3. WILLIAM H. BESGEN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO CATHOLIC CHARITIES OF FAIRFIELD COUNTY. ORGANIZATIONS AFFILIATED WITH CATHOLIC CHARITIES RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $50,000. 4. JOSEPH H. MILLER, JR., A BOARD MEMBER AND OFFICER OF THE THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF CATHOLIC CHARITIES OF FAIRFIELD COUNTY. CATHOLIC CHARITIES OF FAIRFIELD COUNTY RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $50,000. 5. WILLIAM J. PHELAN, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO THE CATHEDRAL EDUCATION CLUSTER SCHOOLS. THE CATHEDRAL EDUCATION CLUSTER SCHOOLS RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $350,000. 6. GEOFFREY L. STONE, SON OF THE DIRECTOR OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, RICHARD T. STONE, IS EMPLOYED BY A BRIDGEPORT ROMAN CATHOLIC DIOCESAN PARISH. REV. MSGR. KEVIN W. WALLIN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION IS HIS ULTIMATE SUPERVISOR. 7. LEAH K. LEBEC, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION. ORGANIZATIONS AFFILIATED WITH THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $694,500. 8. REV. MSGR. WILLIAM J. SCHEYD, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF MALTA HOUSE. MALTA HOUSE RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $10,000.
FORM 990: PART VII, SECTION A
COLUMN B - ESTIMATED AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: MOST REV. WILLIAM E. LORI 60 REV. MSGR. THOMAS J. DRISCOLL 60 REV. MSGR. WILLIAM J. SCHEYD 60 REV. MSGR. KEVIN W. WALLIN 60 REV. MSGR. LAURENCE R. BRONKIEWICZ 60 REV. MSGR. J. PETER CULLEN 60 NANCY B. MATTHEWS 50 RICHARD T. STONE 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.