ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC: Form 990, tax year 2022
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- Organization
- ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC (EIN 39-2005163)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202411299349301511
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T08:52:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390747409 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR RD SUITE 302 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392005163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF MILWAUKEE CATHOLIC | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 4144316402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 E ERIE ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN MARKOWSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4144316402 | PhoneNum |
| Signature | 2024-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | ELLEN MARKOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD M VOGHT | PreparerPersonNm |
| PTIN | P00631496 | PTIN |
| Phone | 4142717800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ELLEN MARKOWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 EAST ERIE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,428,801 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACIESOFFAITH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE GIFTS, ESTABLISH DONOR FUNDS, PROVIDE PROPER MANAGEMENT OF RESOURCES, AND TO PROVIDE FOR THE CURRENT AND FUTURE NEEDS OF THE CATHOLIC COMMUNITY OF THE TEN COUNTIES OF THE ARCHDIOCESE OF MILWAUKEE THROUGH ITS GRANT PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,017,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,080,587 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $351,729 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $329,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,387,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,280,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,756,779 | PYTotalRevenueAmt |
| CY Total Revenue | $2,691,077 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,980,574 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,181,760 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $456,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $480,943 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,956 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $533,033 | PYOtherExpensesAmt |
| CY Other Expenses | $530,742 | CYOtherExpensesAmt |
| PY Total Expenses | $2,969,880 | PYTotalExpensesAmt |
| CY Total Expenses | $3,193,445 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,786,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$502,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,228,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,998,542 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,313,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,956,059 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,915,779 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,042,483 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION EXISTS TO SUPPORT THE MISSION OF THE ROMAN CATHOLIC CHURCH, ESPECIALLY IN THE TEN ARCHDIOCESAN COUNTIES OF SOUTHEASTERN WISCONSIN. IT FULFILLS THOSE OBJECTIVES BY ATTRACTING CHARITABLE FUNDS, USING THOSE RESOURCES WISELY AND EFFICIENTLY IN ADDRESSING KEY CONCERNS OF THE COMMUNITY, AND CARRYING OUT THE INTENTIONS OF ITS DONORS TO AFFECT POSITIVE CHANGE AND GROWTH IN PROGRAMS AND PROJECTS THAT FURTHER THE MISSION OF THE CATHOLIC CHURCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,338,227 | ExpenseAmt |
| Grant | $2,181,760 | GrantAmt |
| Revenue | $329,916 | RevenueAmt |
| Desc | THE FOUNDATION DISTRIBUTED $2,181,760 TO 129 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2022/2023 FOCUSING ON FOUR GRANT PRIORITIES: 1) PROVIDING EDUCATION - THE FOUNDATION SUPPORTS CATHOLIC SCHOOLS AND RELIGIOUS EDUCATION PROGRAMS THAT PROVIDE FORMATION IN KINDERGARTEN THROUGH TWELFTH GRADE. 2) LEADERSHIP DEVELOPMENT - PARISHES, SCHOOLS AND AGENCIES MUST HAVE LEADERS WHO ARE ABLE TO ENGAGE PEOPLE IN CREATING A SHARED VISION FOR THE FUTURE WHILE DEVELOPING SOUND STRATEGIES AND INFRASTRUCTURES TO ACHEIVE THE VISION. 3) COMMUNITY BUILDING - THE FOUNDATION SUPPORTS INITIATIVES THAT STRENGTHEN FAMILIES, PARISHES, AND THOSE SUFFERING FROM POVERTY, DISCRIMINATION, AND VIOLENCE. 4) HEALTH CARE - THROUGH A FUND ESTABLISHED BY THE ST. ANTHONY FOUNDATION, THE FOUNDATION SUPPORTS THOSE ORGANIZATIONS THAT ARE ENGAGED IN PROVIDING HEALTH CARE SERVICES IN THE CITY OF MILWAUKEE, WITH PARTICULAR ATTENTION BEING GIVEN TO THE CENTRAL PORTIONS OF THE CITY THAT WERE FORMERLY SERVED BY ST. ANTHONY HOSPITAL. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL TO ALL GRANT DISTRIBUTIONS. | Desc |
| Total Program Service Expenses | $2,338,227 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BLICKLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144316402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 EAST ERIE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARY ELLEN MARKOWSKI | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $199,579 | $0 | $23,344 |
| DAVE STRELITZ | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE TRUNZO | ||||||
| VICE CHAIRPERSON/VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHLEEN HUEVLER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA ANNE CUSACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW FAHEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY KIISKILA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN LUCARELI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY NGUYEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL MCINERNY | ||||||
| VICE PRESIDENT/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS NOLTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH SIERRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK ANDRES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV JAMES SCHUERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV DANIEL JANASIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $199,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,344 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,376 | FundraisingAmt |
| All Other Contributions | $1,037,211 | AllOtherContributionsAmt |
| Total Contributions | $1,080,587 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $329,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $329,916 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $329,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,396,208 | TotalRevenueColumnAmt |
| Exclusion | $1,396,208 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,598,471 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,714,105 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$115,634 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$115,634 | TotalRevenueColumnAmt |
| Exclusion | -$115,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,619 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,376 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,619 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,691,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $329,916 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,280,574 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,760 | TotalAmt |
| Program Services | $2,181,760 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,936 | TotalAmt |
| Program Services | $34,190 | ProgramServicesAmt |
| Management And General | $56,984 | ManagementAndGeneralAmt |
| Fundraising | $136,762 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,701 | TotalAmt |
| Program Services | $86,850 | ProgramServicesAmt |
| Management And General | $86,851 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,680 | TotalAmt |
| Program Services | $5,840 | ProgramServicesAmt |
| Management And General | $5,840 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,382 | TotalAmt |
| Program Services | $21,191 | ProgramServicesAmt |
| Management And General | $21,191 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,244 | TotalAmt |
| Program Services | $8,396 | ProgramServicesAmt |
| Management And General | $9,605 | ManagementAndGeneralAmt |
| Fundraising | $7,243 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282 | TotalAmt |
| Management And General | $3,282 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,924 | TotalAmt |
| Management And General | $15,924 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,239 | TotalAmt |
| Management And General | $380,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Management And General | $12,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,100 | TotalAmt |
| Fundraising | $15,100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,240 | TotalAmt |
| Management And General | $15,641 | ManagementAndGeneralAmt |
| Fundraising | $3,599 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,632 | TotalAmt |
| Management And General | $28,632 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,700 | TotalAmt |
| Management And General | $39,700 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877 | TotalAmt |
| Management And General | $877 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,252 | TotalAmt |
| Fundraising | $6,252 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,077 | TotalAmt |
| Management And General | $5,077 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919 | TotalAmt |
| Management And General | $3,919 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,445 | TotalAmt |
| Program Services | $2,338,227 | ProgramServicesAmt |
| Management And General | $686,262 | ManagementAndGeneralAmt |
| Fundraising | $168,956 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,846 | BOYAmt |
| EOY | $658,545 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,898 | BOYAmt |
| EOY | $126,475 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,025 | BOYAmt |
| EOY | $3,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,421 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,189 | BOYAmt |
| EOY | $1,112 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,464,748 | BOYAmt |
| EOY | $97,911,496 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,933,228 | BOYAmt |
| EOY | $48,209,547 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $88,142 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,228,934 | BOYAmt |
| EOY | $146,998,542 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,428 | BOYAmt |
| EOY | $303,627 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,100,727 | BOYAmt |
| EOY | $89,563,175 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $89,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,313,155 | BOYAmt |
| EOY | $89,956,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,789,372 | BOYAmt |
| EOY | $48,365,292 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,126,407 | BOYAmt |
| EOY | $8,677,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,915,779 | BOYAmt |
| EOY | $57,042,483 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,228,934 | BOYAmt |
| EOY | $146,998,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$502,368 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,629,072 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,091,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $316,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $973,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,443 | CurrentTaxYearAmt |
| Total | $2,967,238 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,091,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $316,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $973,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,443 | CurrentTaxYearAmt |
| Total | $2,967,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,073,461 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,893,777 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $784,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,015,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,197,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,488,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,396,208 | CurrentTaxYearAmt |
| Total | $5,882,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,850,106 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,648,436 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.21400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.27390 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION, INC. (CCF) PUBLIC SUPPORT IS BELOW THE 33.33% PUBLIC SUPPORT TEST, HOWEVER IT QUALIFIES AS A PUBLIC CHARITY UNDER THE 10% "FACTS-AND-CIRCUMSTANCES" TEST. THE FOLLOWING DESCRIBES HOW THE ORGANIZATION OPERATES FOR THE PUBLIC GOOD.ATTRACTION OF PUBLIC SUPPORT: CCF ACTIVELY SEEKS NEW AND ADDITIONAL PUBLIC SUPPORT THROUGH ITS CONTINUOUS FUND-RAISING EFFORTS AND CONNECTION TO THE CATHOLIC COMMUNITY THROUGH ANNUAL MAILINGS, PARISH PRESENTATIONS, AND DONOR CULTIVATION. A COMMUNITY FOUNDATION THRIVES WHEN THERE IS A BROAD DONOR BASE, AND THE ORGANIZATION IS ACTIVELY TRYING TO BROADEN ITS REACH YEAR OVER YEAR. CCF RECEIVES MANY SMALL DONATIONS THAT ARE ADDED TO ITS GENERAL FUND AS WELL AS LARGE ESTATE GIFTS USED TO SET UP DONOR FUNDS THAT GRANT TO COMMUNITY ORGANIZATIONS IN PERPETUITY. AS OF 6/30/23, CCF HAS 58 DONOR FUNDS.REPRESENTATIVE GOVERNING BODY: CCF HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. FIVE OF THE CURRENT BOARD MEMBERS ARE REPRESENTATIVES OF THE CATHOLIC CHURCH BECAUSE OF THEIR POSITIONS AS: ARCHBISHOP OF THE ARCHDIOCESE OF MILWAUKEE, VICAR GENERAL OF THE ARCHDIOCESE OF MILWAUKEE, CFO-TREASURER OF THE ARCHDIOCESE OF MILWAUKEE AND CHANCELLOR OF THE ARCHDIOCESE OF MILWAUKEE. THE OTHER BOARD MEMBERS ARE ALL PERSONS HAVING DIVERSE BACKGROUNDS AND SPECIAL KNOWLEDGE OR EXPERTISE IN CHARITABLE GIVING, FINANCE, CLERGY, COMMUNITY LEADERSHIP OR OTHER SUCH PERSONS REPRESENTING A BROAD CROSS-SECTION OF COMMUNITY INTERESTS.COMMUNITY IMPACT: CCF SUPPORTS THE COMMUNITY THROUGH ITS GRANTMAKING OPERATIONS. IN THE CURRENT YEAR-ENDING 6/30/23, THE FOUNDATION AWARDED GRANTS TOTALING $2.18M TO MORE THAN 129 ORGANIZATIONS (PER SCHEDULE I). THESE GRANTS SUPPORT THE CHARITABLE WORK OF THE COMMUNITY (PRIMARILY IN THE 10 COUNTIES MAKING UP SOUTHEAST WISCONSIN), INCLUDING CATHOLIC SCHOOLS AND PARISHES, HEALTH CARE CLINICS, SHELTERS, FOOD PROGRAMS AND PROGRAMS BENEFITTING THE ELDERLY. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: DECEDENTS ESTATE AMOUNT: 366643. DESCRIPTION: DECEDENTS ESTATE AMOUNT: 422500. DESCRIPTION: DECEDENTS ESTATE AMOUNT: 47000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 39 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $67,244 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,013,344 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $402,665 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,779,095 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,835,252 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $46,207,231 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,997,769 | BeginningYearBalanceAmt |
| Contributions | $1,080,588 | ContributionsAmt |
| Investment Earnings Or Losses | $6,838,807 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,170,245 | GrantsOrScholarshipsAmt |
| Other Expenditures | $486,136 | OtherExpendituresAmt |
| Administrative Expenses | $376,924 | AdministrativeExpensesAmt |
| End Year Balance | $55,883,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,633,080 | BeginningYearBalanceAmt |
| Contributions | $3,017,984 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,730,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,980,574 | GrantsOrScholarshipsAmt |
| Other Expenditures | $540,093 | OtherExpendituresAmt |
| Administrative Expenses | $402,386 | AdministrativeExpensesAmt |
| End Year Balance | $50,997,769 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,194,427 | BeginningYearBalanceAmt |
| Contributions | $372,362 | ContributionsAmt |
| Investment Earnings Or Losses | $15,812,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,841,027 | GrantsOrScholarshipsAmt |
| Other Expenditures | $511,850 | OtherExpendituresAmt |
| Administrative Expenses | $392,938 | AdministrativeExpensesAmt |
| End Year Balance | $61,633,080 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,490,181 | BeginningYearBalanceAmt |
| Contributions | $15,448,693 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,689,959 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,362,245 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,116 | OtherExpendituresAmt |
| Administrative Expenses | $292,127 | AdministrativeExpensesAmt |
| End Year Balance | $48,194,427 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,661,610 | BeginningYearBalanceAmt |
| Contributions | $1,541,087 | ContributionsAmt |
| Investment Earnings Or Losses | $1,171,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,300,597 | GrantsOrScholarshipsAmt |
| Other Expenditures | $327,772 | OtherExpendituresAmt |
| Administrative Expenses | $255,886 | AdministrativeExpensesAmt |
| End Year Balance | $37,490,181 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84790 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.15210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,533 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,421 | DepreciationAmt |
| Book Value | $1,112 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,112 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMODITIES AND INFLATION HEDGES | $9,705,889 | F |
| REAL ESTATE PARTNERSHIP | $1,964,638 | F |
| COMMINGLED INVESTMENT POOL | $14,641,078 | F |
| INTERNATIONAL EQUITIES | $21,897,942 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,209,547 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $89,257 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,257 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,963,529 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,629,072 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $23,619 | OtherRevenueAmt |
| Revenue Not Reported | $5,652,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,310,838 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $380,239 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $380,239 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,691,077 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,836,825 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,619 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,619 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,813,206 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $380,239 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $380,239 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,193,445 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS AND MANAGES CUSTODIAL INVESTMENT ACCOUNTS FOR VARIOUS NON-PROFIT ORGANIZATIONS WITH SIMILAR MISSIONS. ALL CUSTODIAL BALANCES ARE INCLUDED IN FORM 990 PART X LINE 11 AND 12, AS WELL AS IN FORM 990 PART X LINE 21. |
| PART V, LINE 4: | SEE FORM 990 PART III LINE 1. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. AS A RESULT OF CERTAIN INVESTMENTS, PORTIONS OF THE FOUNDATION'S PASS-THROUGH INVESTMENT INCOME ARE CONSIDERED TO BE UNRELATED BUSINESS INCOME. ACCORDINGLY, THE FOUNDATION MAY BE SUBJECT TO THE UNRELATED BUSINESS INCOME TAX. NO PROVISION FOR INCOME TAXES WAS NECESSARY FOR THE YEAR ENDED JUNE 30, 2023 OR 2022. THE FOUNDATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2023 OR 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 23,619. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 23,619. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $66,995 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,376 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,619 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,120 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $5,209 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,265 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $25 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $66,995 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,376 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,619 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,120 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,209 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,265 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $25 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,619 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (82 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALL SAINTS SCHOOL | ||||||||
| 4400 22ND AVE | KENOSHA | WI | 53140 | 300690831 | 501(C)(3) | $26,000 | $0 | TUITION ASSISTANCE |
| ANDEAN HEALTH & DEVELOPMENT | ||||||||
| PO BOX 7158 | CAROL STREAM | IL | 601977158 | 391809174 | 501(C)(3) | $25,000 | $0 | OPERATIONAL SUPPORT |
| ARCHDIOCESE OF MILWAUKEE | ||||||||
| 3501 S LAKE DR PO BOX 070912 | MILWAUKEE | WI | 53207 | 390807221 | 501(C)(3) | $134,035 | $0 | SUPPORT OF VARIOUS PROGRAMS |
| ASCENSION WISCONSIN FOUNDATION | ||||||||
| 2320 N LAKE DR | MILWAUKEE | WI | 53211 | 391494981 | 501(C)(3) | $45,000 | $0 | SUPPORT VARIOUS PROGRAMS |
| AUDIO & BRAILLE LITERACY ENHANCEMENT INC | ||||||||
| 803 W WELLS ST | MILWAUKEE | WI | 53233 | 391593301 | 501(C)(3) | $7,500 | $0 | SUPPORT BRAILLE TRANSCRIPTION FOR BLIND STUDENTS |
| BENEDICT CENTER | ||||||||
| 135 W WELLS ST STE 700 | MILWAUKEE | WI | 53203 | 391226475 | 501(C)(3) | $20,000 | $0 | SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM & SISTERS NORTH PROGRAM |
| BREAD OF HEALING CLINIC INC | ||||||||
| 1821 N 16TH ST | MILWAUKEE | WI | 53205 | 810669867 | 501(C)(3) | $10,000 | $0 | HELP PROVIDE HEALTH SERVICES TO UNINSURED ADULTS |
| CASA ROMERO RENEWAL CENTER | ||||||||
| 423 W BRUCE ST | MILWAUKEE | WI | 53204 | 392016499 | 501(C)(3) | $10,000 | $0 | SUPPORT VARIOUS PROGRAMS |
| CATHEDERAL OF ST JOHN THE EVANGELIST | ||||||||
| 831 N VAN BUREN ST | MILWAUKEE | WI | 53202 | 390806238 | 501(C)(3) | $24,225 | $0 | SUPPORT THE OPEN DOOR CAFE & OTHER PROGRAMS |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||||
| 148 MCHENRY ST | BURLINGTON | WI | 53105 | 391488719 | 501(C)(3) | $12,000 | $0 | TUITION ASSISTANCE |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE | ||||||||
| 3501 S LAKE DR PO BOX 070912 | MILWAUKEE | WI | 53207 | 390806321 | 501(C)(3) | $55,465 | $0 | SUPPORT OF VARIOUS PROGRAMS |
| CATHOLIC MEMORIAL HIGH SCHOOL | ||||||||
| 601 E COLLEGE AVE | WAUKESHA | WI | 53186 | 390964819 | 501(C)(3) | $16,000 | $0 | TUITION ASSISTANCE |
| CONGREGATION OF HOLY ANGELS | ||||||||
| 138 N 8TH AVE | WEST BEND | WI | 53095 | 390826056 | 501(C)(3) | $130,585 | $0 | OPERATIONS FOR PARISH AND SCHOOL TRUST FUND |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 1215 S 45TH ST | WEST MILWAUKEE | WI | 53214 | 465457943 | 501(C)(3) | $17,000 | $0 | TUITION ASSISTANCE |
| CROSIER FATHERS | ||||||||
| PO BOX 500 | ONAMIA | MN | 563590500 | 410705826 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| DIVINE SAVIOR CATHOLIC SCHOOL | ||||||||
| 305 FREDONIA AVE | FREDONIA | WI | 53021 | 455483617 | 501(C)(3) | $11,600 | $0 | SUPPORT READING PROGRAMS |
| DOMINICAN HIGH SCHOOL | ||||||||
| 120 E SILVER SPRING DR | WHITEFISH BAY | WI | 53217 | 530196617 | 501(C)(3) | $25,000 | $0 | TUITION ASSISTANCE |
| EDMUNDITE MISSION | ||||||||
| 1428 BROAD ST | SELMA | AL | 36701 | 630302130 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| FAMILY PROMISE OF WAUKESHA COUNTY | ||||||||
| PO BOX 66 | WAUKESHA | WI | 53187 | 455502675 | 501(C)(3) | $10,000 | $0 | SUPPORT HOMELESS SERVICES |
| FOUNDATION FOR RELIGIOUS RETIREMENT | ||||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | 391586621 | 501(C)(3) | $9,240 | $0 | OPERATIONAL SUPPORT |
| FRANCISCAN PEACEMAKERS INC | ||||||||
| 128 W BURLEIGH ST | MILWAUKEE | WI | 53212 | 391891031 | 501(C)(3) | $10,000 | $0 | SUPPORT CLARE COMMUNITY PROGRAMS |
| GESU PARISH | ||||||||
| PO BOX 459 | MILWAUKEE | WI | 53201 | 391799799 | 501(C)(3) | $8,415 | $0 | OPERATIONAL SUPPORT |
| GLENMARY SISTERS | ||||||||
| PO BOX 22264 | OWENSBORO | KY | 42304 | 611203300 | 501(C)(3) | $6,695 | $0 | OPERATIONAL SUPPORT |
| HMONG AMERICAN FRIENDSHIP ASSOCIATION INC | ||||||||
| 3824 W VLIET ST | MILWAUKEE | WI | 53208 | 391456011 | 501(C)(3) | $7,500 | $0 | SUPPORT FOR MEDICAL INTERPRETATION |
| HOLY FAMILY PARISH | ||||||||
| 271 FOURTH STREET WAY | FOND DU LAC | WI | 54937 | 391998002 | 501(C)(3) | $11,855 | $0 | OPERATIONAL SUPPORT |
| HOPE CENTER INC | ||||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | 391585261 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT FOR MEAL, CLOTHING, AND MOVE PROGRAMS |
| HUNGER TASK FORCE INC | ||||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | 391345847 | 501(C)(3) | $6,280 | $0 | HELP SUPPORT EMERGENCY FOOD PROGRAM |
| JOHN PAUL II ACADEMY | ||||||||
| 2023 NORTHWESTERN AVE | RACINE | WI | 53404 | 390818693 | 501(C)(3) | $32,283 | $0 | SCHOLARSHIP SUPPORT |
| LAKE AREA FREE CLINIC INC | ||||||||
| 856 ARMOUR RD | OCONOMOWOC | WI | 53066 | 392006388 | 501(C)(3) | $10,000 | $0 | DENTAL CARE |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | 390806251 | 501(C)(3) | $27,800 | $0 | SCHOLARSHIP PROGRAMS |
| MARQUETTE UNIVERSITY HIGH SCHOOL | ||||||||
| 3401 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | 391482053 | 501(C)(3) | $5,815 | $0 | TUITION ASSISTANCE |
| MARYKNOLL FATHERS AND BROTHERS | ||||||||
| PO BOX 302 | MARYKNOLL | NY | 10545 | 131740144 | 501(C)(3) | $9,575 | $0 | GENERAL SUPPORT |
| MEDICAL COLLEGE OF WI | ||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 390807066 | 501(C)(3) | $10,000 | $0 | OPERATIONS FOR SATURDAY CLINIC FOR THE UNINSURED |
| MESSMER CATHOLIC SCHOOLS | ||||||||
| 742 W CAPITOL DR | MILWAUKEE | WI | 53206 | 391482053 | 501(C)(3) | $54,475 | $0 | VARIOUS PROGRAMS |
| MILWAUKEE CHRISTIAN CENTER INC | ||||||||
| 807 S 14TH ST | MILWAUKEE | WI | 53204 | 390807066 | 501(C)(3) | $10,000 | $0 | SUPPORT OLDER ADULTS HEALTH & WELLNESS PROGRAMS |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | ||||||||
| 6300 W NATIONAL AVE | WEST ALLIS | WI | 53214 | 454573280 | 501(C)(3) | $7,500 | $0 | OPERATIONAL SUPPORT |
| MISSIONARY OBLATES OF MARY IMMACULATE | ||||||||
| 9480 N DEMAZENOD DR | BELLVILLE | IL | 62223 | 260634043 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| NATIVITY JESUIT ACADEMY | ||||||||
| 1515 S 29TH ST | MILWAUKEE | WI | 53215 | 530196617 | 501(C)(3) | $18,325 | $0 | TUITION ASSISTANCE |
| NEW THREADS OF HOPE | ||||||||
| 3001 N 112TH ST | WAUWATOSA | WI | 53222 | 391674150 | 501(C)(3) | $15,000 | $0 | OPERATIONAL SUPPORT |
| NOTRE DAME MIDDLE SCHOOL | ||||||||
| 1420 W SCOTT ST | MILWAUKEE | WI | 53204 | 391850760 | 501(C)(3) | $34,025 | $0 | SUPPORT VARIOUS PROGRAMS & TUITION ASSISTANCE |
| PENFIELD CHILDREN'S CENTER | ||||||||
| 833 N 26TH ST | MILWAUKEE | WI | 53233 | 391093701 | 501(C)(3) | $20,000 | $0 | OPERATIONS FOR SPECIAL CARE NURSING INITIATIVE |
| PHILIPPINE CULTURAL & CIVIC CENTER FOUNDATION | ||||||||
| 3717 W HOWARD AVE | GREENFIELD | WI | 53221 | 391963082 | 501(C)(3) | $11,900 | $0 | SUPPORT FREE MEDICAL CLINIC |
| PREVENT BLINDNESS WISCONSIN | ||||||||
| 759 N MILWAUKEE ST STE 305 | MILWAUKEE | WI | 53202 | 396096227 | 501(C)(3) | $7,500 | $0 | SUPPORT VISION SCREENING PROGRAM |
| PRIESTS OF THE SACRED HEART | ||||||||
| PO BOX 900 | HALES CORNERS | WI | 53130 | 390836352 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| PROJECT RETURN INC | ||||||||
| 2821 N VEL R PHILLIPS AVE STE 223 | MILWAUKEE | WI | 53212 | 391411980 | 501(C)(3) | $7,500 | $0 | SUPPORT PROGRAM FOR PEOPLE LEAVING PRISON |
| PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER | ||||||||
| 1015 N 9TH ST | MILWAUKEE | WI | 53233 | 530196617 | 501(C)(3) | $36,500 | $0 | SUPPORT ST. BEN'S COMMUNITY MEAL PROGRAM & HOUSE OF PEACE |
| SALESIAN MISSIONS | ||||||||
| 2 LEFEVRE LANE | NEW ROCHELLE | NY | 108015710 | 800522035 | 501(C)(3) | $15,720 | $0 | OPERATIONAL SUPPORT |
| SALVATORIAN MISSION WAREHOUSE | ||||||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | 390806210 | 501(C)(3) | $25,320 | $0 | OPERATIONAL SUPPORT |
| SCHOOL SISTERS OF NOTRE DAME | ||||||||
| 13105 WATERTOWN PLANK RD | ELM GROVE | WI | 531222291 | 390806379 | 501(C)(3) | $80,720 | $0 | HEALTH CARE COSTS OF RETIRED SISTERS & GENERAL SUPPORT |
| SCHOOL SISTERS OF ST FRANCIS INC | ||||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | 391594407 | 501(C)(3) | $65,000 | $0 | HEALTH CARE COSTS OF RETIRED SISTERS |
| SENIOR COMPANION PROGRAM INC | ||||||||
| 5111 WRIGHT AVE | RACINE | WI | 53406 | 455453986 | 501(C)(3) | $10,000 | $0 | OPERATIONAL SUPPORT |
| SERENITY INNS INC | ||||||||
| PO BOX 26887 | MILWAUKEE | WI | 532266887 | 412034019 | 501(C)(3) | $12,500 | $0 | OPERATIONAL SUPPORT |
| SETON CATHOLIC SCHOOLS INC | ||||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53207 | 475493941 | 501(C)(3) | $32,000 | $0 | STUDENT READING MATERIALS |
| SIENA CATHOLIC SCHOOLS OF RACINE | ||||||||
| 245 MAIN STREET | RACINE | WI | 53403 | 822591859 | 501(C)(3) | $25,000 | $0 | HELP UNDERWRITE COST OF RE-OPENING ST SEBASTIAN CATHOLIC SCHOOL |
| SISTERS OF ST FRANCIS OF ASSISI | ||||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | 390806271 | 501(C)(3) | $15,720 | $0 | OPERATIONAL SUPPORT |
| SISTERS OF THE DIVINE SAVIOR | ||||||||
| 4311 N 100TH ST | MILWAUKEE | WI | 53222 | 396054869 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| SOARING EAGLE | ||||||||
| PO DRAWER 879 | BILLINGS | MT | 591030879 | 841409114 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| SOCIETY OF THE DIVINE SAVIOR SALVATORIAN PRIESTS & BROTHERS | ||||||||
| 1735 N HI-MOUNT BLVD | MILWAUKEE | WI | 53208 | 390806210 | 501(C)(3) | $29,335 | $0 | OPERATIONAL SUPPORT FOR SALVATORIAN PRIESTS & BROTHERS |
| ST ALPHONSUS PARISH SCHOOL | ||||||||
| 6000 W LOOMIS RD | GREENDALE | WI | 53129 | 390850860 | 501(C)(3) | $9,600 | $0 | TUITION ASSISTANCE |
| ST ANDREW PARISH SCHOOL | ||||||||
| 115 S 7TH ST | DELAVAN | WI | 53115 | 390806221 | 501(C)(3) | $25,000 | $0 | SUPPORT YOUNGSTAR-RATED CHILD CARE STATUS |
| ST ANN CENTER FOR INTERGENERATIONAL CARE | ||||||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | 391757756 | 501(C)(3) | $10,000 | $0 | SUPPORT GARDETTO FAMILY COMMUNITY DENTAL CLINIC |
| ST BRUNO PARISH SCHOOL | ||||||||
| 226 W OTTAWA AVE | DOUSMAN | WI | 53118 | 391016207 | 501(C)(3) | $11,600 | $0 | TUITION ASSISTANCE |
| ST CATHERINE HIGH SCHOOL | ||||||||
| 1200 PARK AVE | RACINE | WI | 53403 | 391391416 | 501(C)(3) | $32,282 | $0 | TUITION ASSISTANCE |
| ST FRANCIS DE SALES SEMINARY | ||||||||
| 3257 S LAKE DR | ST FRANCIS | WI | 53235 | 390806358 | 501(C)(3) | $182,480 | $0 | HELP SUPPORT EDUCATION OF NEW SEMINARIANS, PROGRAMS, & BUILDING RESTORATION |
| ST JOAN ANTIDA HIGH SCHOOL INC | ||||||||
| 1341 N CASS ST | MILWAUKEE | WI | 53202 | 391570748 | 501(C)(3) | $22,000 | $0 | OPERATIONAL SUPPORT |
| ST JOHN THE BAPTIST PARISH SCHOOL | ||||||||
| 115 PLYMOUTH ST | PLYMOUTH | WI | 53073 | 390929981 | 501(C)(3) | $10,000 | $0 | UPDATE TECHNOLOGY |
| ST JOSEPH PARISH SCHOOL | ||||||||
| 1619 WASHINGTON ST | GRAFTON | WI | 53024 | 390806863 | 501(C)(3) | $15,000 | $0 | TUITION ASSISTANCE |
| ST JOSEPH PARISH SCHOOL | ||||||||
| S89 W22650 MILWAUKEE AVE | BIG BEND | WI | 53103 | 390943446 | 501(C)(3) | $12,965 | $0 | OPERATIONAL SUPPORT |
| ST LAWRENCE SEMINARY | ||||||||
| 301 CHURCH ST | MOUNT CALVARY | WI | 53057 | 390807050 | 501(C)(3) | $19,025 | $0 | OPERATIONAL SUPPORT |
| ST LEONARD PARISH SCHOOL | ||||||||
| W173 S7777 WESTWOOD DR | MUSKEGO | WI | 53150 | 390939900 | 501(C)(3) | $52,965 | $0 | OPERATIONAL SUPPORT AND TUITION ASSISTANCE |
| ST MARY PARISH SCHOOL | ||||||||
| 9553 W EDGERTON AVE | HALES CORNERS | WI | 53130 | 390911065 | 501(C)(3) | $7,200 | $0 | TUITION ASSISTANCE |
| ST MATTHEW PARISH SCHOOL | ||||||||
| 9329 S CHICAGO RD | OAK CREEK | WI | 53154 | 530196617 | 501(C)(3) | $9,000 | $0 | TUITION ASSISTANCE |
| ST THOMAS MORE HIGH SCHOOL INC | ||||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 53207 | 391163083 | 501(C)(3) | $24,000 | $0 | SUPPORT COLLEGE CAREER READINESS PROGRAM & TUITION ASSISTANCE |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| 9601 W SILVER SPRING DR | MILWAUKEE | WI | 53225 | 390806406 | 501(C)(3) | $18,000 | $0 | SUPPORT MEAL PROGRAM |
| THE GATHERING OF SOUTHEAST WISCONSIN INC | ||||||||
| 804 E JUNEAU AVE | MILWAUKEE | WI | 53202 | 391891030 | 501(C)(3) | $20,000 | $0 | OPERATING SUPPORT FOR MEAL PROGRAM |
| TRINITY MISSIONS | ||||||||
| 9001 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | 520591670 | 501(C)(3) | $9,025 | $0 | OPERATIONAL SUPPORT |
| UNITED COMMUNITY CENTER INC | ||||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | 391146191 | 501(C)(3) | $10,000 | $0 | SUPPORT THE SCHOOL HEALTH CENTER |
| VISION FORWARD ASSOCIATION | ||||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | 390808506 | 501(C)(3) | $17,500 | $0 | SUPPORT VISION REHABILITATION THERAPY PROGRAMS |
| VIVENT HEALTH | ||||||||
| 820 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | 391534049 | 501(C)(3) | $20,000 | $0 | MEDICAL TREATMENT OF HIV AIDS PATIENTS. |
| WAUKESHA CATHOLIC SCHOOL SYSTEM | ||||||||
| 221 S HARTWELL AVE | WAUKESHA | WI | 53186 | 391688421 | 501(C)(3) | $61,945 | $0 | TUITION ASSISTANCE & GENERAL SUPPORT |
| WOMEN'S CARE CENTER INC | ||||||||
| 1441 N FARWELL AVE | MILWAUKEE | WI | 53202 | 814537878 | 501(C)(3) | $25,500 | $0 | OPERATIONAL SUPPORT |
| WORLD MISSION MINISTRIES | ||||||||
| 3501 S LAKE DR | ST FRANCIS | WI | 53235 | 800483424 | 501(C)(3) | $100,000 | $0 | SUPPORT PROGRAMS AT LA SAGRADA FAMILIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 96 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 501(C)(3) GRANT RECIPIENT ORGANIZATIONS ARE REQUIRED TO SIGN AN AGREEMENT TO SPEND THE GRANT AWARD FOR THE PURPOSE/PROJECT IN THE GRANT APPLICATION. RECIPIENT ORGANIZATIONS ARE REQUIRED TO SUBMIT A FINAL REPORT LETTER INCLUDING A DESCRIPTION OF PROGRAM ACHIEVEMENTS, PROBLEMS, LESSONS LEARNED, FUTURE PLANS FOR PROJECT'S CONTINUATION, FINANCIAL STATEMENTS, AND IF GRANT OBJECTIVES WERE MET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN MARKOWSKI | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $199,579 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,068 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,276 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $222,923 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ARCHBISHOP OF MILWAUKEE |
| FORM 990, PART VI, SECTION A, LINE 7B | CONFIRMATION OF THE APPOINTMENT OF NEW DIRECTORS, THE FOUNDATION'S PRESIDENT (CEO) AND CHAIRPERSON OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | INFORMATION OBTAINED THROUGH DISTRIBUTION OF ANNUAL CONFLICT AND DUALITY OF INTEREST DISCLOSURE STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW AND RECOMMENDATION BY EXECUTIVE COMMITTEE, APPROVAL BY BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED. FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF MILWAUKEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 S LAKE DRIVE | AddressLine1Txt |
| City | ST FRANCIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390807221 | EIN |
| Primary Activities | SERVES AND SUPPORTS PARISHES AND SCHOOLS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |