2014-01-23T08:27:28-06:00 2013-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2012-07-01 392005163 ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC ARCH 4144316402 637 ERIE STREET MILWAUKEE WI 53202 MARY ELLEN MARKOWSKI 4144316402 2014-01-15 1 JOEL JOYCE P01001488 4142717800 2012 2015-11-30 17:44:51Z MARY ELLEN MARKOWSKI 637 EAST ERIE STREET MILWAUKEE WI 53202 6368467 0 X WWW.LEGACIESOFFAITH.ORG X 2000 WI 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. 19 18 3 0 0 0 3165280 1576775 135041 152661 1076383 780443 36777 43327 4413481 2553206 527532 635505 0 0 296662 319499 0 0 139082 226979 246767 1051173 1201771 3362308 1351435 54670263 61994968 34510983 38933424 20159280 23061544 X 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. 0 0 719402 635505 152661 THE FOUNDATION DISTRIBUTED $635,505 TO 110 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2012/2013 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. 719402 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 5 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X JOHN BLICKLE 4144316402 637 EAST ERIE STREET MILWAUKEE WI 53202 MARY ELLEN MARKOWSKI 40.00 X X 120227 0 9360 PAT MEHIGAN 0.00 X X 0 0 0 PATTI VAN KAMPEN 0.00 X X 0 0 0 JOHN HERBERS 0.00 X X 0 0 0 DEBRA ALDER 0.00 X 0 0 0 F JON BARANKO 0.00 X X 0 0 0 LESLIE A BLUM 0.00 X 0 0 0 BARBARA ANNE CUSACK 0.00 X 0 0 0 TIM DODGE 0.00 X 0 0 0 THOMAS J FISCHER 0.00 X 0 0 0 JUDY KEYES 0.00 X 0 0 0 JOHN MAREK 0.00 X 0 0 0 DAVID MORRIS 0.00 X 0 0 0 MAUREEN STAPLETON 0.00 X 0 0 0 REV DONALD HYING 0.00 X 0 0 0 CAMELA M MEYER 0.00 X 0 0 0 ANN M RIEGER 0.00 X 0 0 0 ADAM J WIENSCH 0.00 X 0 0 0 REV DANIEL JANASIK 0.00 X 0 0 0 120227 0 9360 1 0 0 0 0 14168 1562607 1576775 AGENCY FUND ADMINISTRATIVE FEE 561000 152661 152661 152661 296357 296357 4285179 3801093 484086 484086 484086 57495 14168 14168 43327 43327 2553206 152661 0 823770 635505 635505 127007 31752 95255 112921 56456 56465 16795 3951 6176 6668 45814 18212 19979 7623 16962 4318 6401 6243 3477 3477 10400 10400 143740 143740 4000 4000 15618 13629 1989 8380 8380 32603 32603 1006 1006 1260 1260 81 81 5230 5230 2708 2708 FUND RAISING EVENTS 17304 17304 PROFESSIONAL SERVICES 960 960 1201771 719402 343287 139082 103760 179781 49109 55020 4127 4025 66474 58054 13650 8420 46680391 49709415 7819226 12038307 54670263 61994968 173981 184291 34337002 38749133 34510983 38933424 X 12505831 14972634 7653449 8088910 20159280 23061544 54670263 61994968 X 1351435 1550830 -1 X X 0 1 X 1 0 X 374800 342995 1392101 3202057 1620102 6932055 374800 342995 1392101 3202057 1620102 6932055 6932055 424860 364724 448608 380838 296357 1915387 62321 84758 116293 135041 152661 551074 9398516 0.73760 0.68190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 24 69457 1550645 91885 543620 3891851 19169694 1 1 0 1 X 20056587 1619402 2259028 635505 157440 211884 22930188 17521274 3198214 179906 527532 135207 180068 20056587 13488263 1391650 3518528 578131 137115 161921 17521274 12126825 327443 1831716 385445 276982 135294 13488263 14369416 374420 -1923221 380640 193974 119176 12126825 0.65000 0.00000 0.35000 0 0 66474 58054 8420 8420 COMMODITIES AND INFLATION HEDGES 88523 F REAL ESTATE PARTNERSHIP 902123 F COMMINGLED INVESTMENT POOL 8198774 F HEDGE COMPOSITE 2848887 F 12038307 X 3961523 1550830 1550830 2410693 142513 142513 2553206 1059259 1 1 1059258 142513 142513 1201771 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SEE FORM 990 PART III LINE 1. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. THE FOUNDATION DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO UNITED STATES FEDERAL INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE JUNE 30, 2010. THE FOUNDATION IS NO LONGER SUBJECT TO STATE OF WISCONSIN INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE JUNE 30, 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. GOLF OUTING 57495 57495 1720 310 9113 3025 57495 57495 1720 310 9113 3025 14168 43327 1 ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR PO BOX 070912 MILWAUKEE WI 53207 390807221 501(C)(3) 49524 SUPPORT OF VARIOUS PROGRAMS BENEDICT CENTER INC 135 W WELLS ST STE 700 MILWAUKEE WI 53203 391226475 501(C)(3) 12000 HELP SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM BREAD OF HEALING CLINIC INC 1821 N 16TH ST MILWAUKEE WI 53202 810669867 501(C)(3) 5000 HELP FUND DIABETES TESTING AS PART OF THE MEDSHARE PROGRAM CASA ROMERO RENEWAL CENTER 423 W BRUCE STREET MILWAUKEE WI 53204 392016499 501(C)(3) 7500 HELP SUPPORT THE YOUTH RETREAT AND LEADERSHIP DEVELOPMENT PROGRAM CATHERINE MARIAN HOUSING INC (BETHANY APTS) 806 WISCONSIN AVENUE RACINE WI 53403 391657098 501(C)(3) 10000 HELP FUND SUPPORTIVE SERVICES PROGRAM FOR HOMELESS WOMEN AND CHILDREN AT THE BETHANY APARTMENTS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR PO BOX 070912 MILWAUKEE WI 53207 390806321 501(C)(3) 15000 HELP SUPPORT NURSE, CASE MANAGERS AND CAREGIVERS IN THE TRAINING AND PROVISION OF PERSONAL CARE SERVICES WITHIN THE IN-HOME SUPPORT PROGRAM. CATHOLIC MEMORIAL HIGH SCHOOL 601 E COLLEGE AVE WAUKESHA WI 531865598 390964819 501(C)(3) 6000 ADDITION TO BRIAN D. HANLEY ENDOWMENT FUND FOR SCHOLARSHIP SUPPORT COLUMBIA ST MARY'S FOUNDATION 2320 N LAKE DR MILWAUKEE WI 53211 391494981 501(C)(3) 28000 OPERATIONS FOR ADULT LEARNING CENTER, ST. BEN'S CLINIC, AND ST. ELIZABETH ANN SETON DENTAL CLINIC COMMONGROUND MINISTRY INC PO BOX 26916 WAUWATOSA WI 53226 392005369 501(C)(3) 10000 OPERATIONS FOR ELENA'S HOUSE CONGREGATION OF HOLY ANGELS 138 N 8TH AVE WEST BEND WI 53095 390826056 501(C)(3) 19595 OPERATONS FOR PARISH DAYSTAR INC PO BOX 2130 MILWAUKEE WI 53201 391546606 501(C)(3) 10000 HELP FUND GENERAL OPERATING EXPENSES DIVINE MERCY SCHOOL 695 COLLEGE AVE SO MILWAUKEE WI 53172 562339834 501(C)(3) 8500 TUITION ASSISTANCE HOLY ANGELS SCHOOL TRUST FUND 138 N 8TH AVE WEST BEND WI 53095 390826056 501(C)(3) 19958 SUPPORT FOR THE SCHOOL TRUST FUND HOPE CENTER INC 502 N EAST AVE WAUKESHA WI 53186 391585261 501(C)(3) 10000 HELP SUPPORT PROGRAMS FOR THE HOMELESS JOHN PAUL II ACADEMY 2023 NORTHWESTERN AVE RACINE WI 53404 390818693 501(C)(3) 9000 SCHOLARSHIP ASSISTANCE MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 532011881 390806251 501(C)(3) 6000 ADDITION TO BRIAN D. HANLEY FUND FOR TUITION ASSISTANCE MARY QUEEN OF SAINTS CATHOLIC ACADEMY 1435 S 92ND STREET WEST ALLIS WI 53214 562468602 501(C)(3) 9000 TUITION ASSISTANCE MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(C)(3) 10000 OPERATIONS FOR SATURDAY CLINIC FOR THE UNINSURED MESSMER CATHOLIC SCHOOLS 742 W CAPITOL DR MILWAUKEE WI 53206 391482053 501(C)(3) 7500 TUITION ASSISTANCE FOR ST. ROSE AND ST. LEO SCHOOL STUDENTS MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC 2004 N DR MARTIN LUTHER KING DR MILWAUKEE WI 53212 453068553 501(C)(3) 5000 HELP SUPPORT RESTORATIVE JUSTICE COMPONENTS OF PROGRAM FOR NEGLECTED OR ABUSED YOUTH MILWAUKEE CHRISTIAN CENTER INC 807 SOUTH 14TH STREET MILWAUKEE WI 53204 390807066 501(C)(3) 10000 HELP SUPPORT THE HEALTHY SENIOR CHECK-UP PROGRAM MILWAUKEE HOMELESS VETERANS INITIATIVE PO BOX 80699 MILWAUKEE WI 53219 900103323 501(C)(3) 5000 OPERATIONS FOR PROGRAMS TO ASSIST HOMELESS AND LOW-INCOME VETERANS IN MILWAUKEE NEAR SOUTH SIDE CATHOLIC SCHOOLS ASSOCIATION 2059 S 33RD ST MILWAUKEE WI 53215 391570183 501(C)(3) 17000 SUPPORT FOR COMMUNITY NURSE PROGRAM NEW THREADS OF HOPE 2959 N 112TH ST WAUWATOSA WI 53222 391674150 501(C)(3) 10000 OPERATIONS FOR DISTRIBUTION OF NEW APPAREL TO STRUGGLING FAMILIES NORTHWEST CATHOLIC SCHOOL ASSOCIATION 7140 N 41ST ST MILWAUKEE WI 53209 900496273 501(C)(3) 5000 HELP SUPPORT THE LEARNING READINESS PROGRAM NOTRE DAME MIDDLE SCHOOL 1420 W SCOTT ST MILWAUKEE WI 532042269 391850760 501(C)(3) 11120 HELP SUPPORT AFTER SCHOOL PROGRAM AND TUITION ASSISTANCE OFFICE FOR WORLD MISSIONSOCIETY FOR THE PROPAGATION OF THE FAITH 3501 S LAKE DR PO BOX 070912 MILWAUKEE WI 532070912 390840264 501(C)(3) 12540 MISSIONARY SUPPORT PENFIELD CHILDREN'S CENTER 833 N 26TH ST MILWAUKEE WI 53233 391093701 501(C)(3) 16000 OPERATIONS FOR SPECIAL CARE NURSERY PREVENT BLINDNESS WISCONSIN INC 759 N MILWAUKEE ST SUITE 305 MILWAUKEE WI 53202 363667121 501(C)(3) 5000 HELP SUPPORT VISION SCREENING PROGRAM PROVINCE OF ST JOSEPH FOR THE CAPUCHIN ORDER 1702 W WALNUT ST PO BOX 05656 MILWAUKEE WI 53205 530196617 501(C)(3) 22000 SUPPORT VARIOUS PROGRAMS AT THE HOUSE OF PEACE AND ST. BENS COMMUNITY MEAL REPAIRERS OF THE BREACH PO BOX 13791 MILWAUKEE WI 53213 391707495 501(C)(3) 12000 OPERATIONS FOR PROGRAMS FOR THE HOMELESS SET MINISTRY INC 2977 N 50TH ST MILWAUKEE WI 53210 391618277 501(C)(3) 10000 HELP SUPPORT EFFORTS TO EXPAND AND FURTHER DEVELOP TRAUMA-INFORMED PRACTICE SALVATORIAN MISSION WAREHOUSE 1303 MILWAUKEE DR NEW HOLSTEIN WI 53061 390806210 501(C)(3) 14572 OPERATIONAL SUPPORT FOR MISSION SUPPLY PROGRAM SCHOOL SISTERS OF NOTRE DAME 13105 WATERTOWN PLANK RD ELM GROVE WI 53122 390806379 501(C)(3) 13853 OPERATIONS FOR NURSE HOURS FOR RETIREMENT CENTER AND GENERAL OPERATIONAL SUPPORT SHARP LITERACY INC 5775 N GLEN PARK RD SUITE 202 MILWAUKEE WI 53209 391963963 501(C)(3) 10000 HELP SUPPORT LITERACY PROGRAM AT BLESSED SACRAMENT SCHOOL AND CATHOLIC EAST ELEMENTARY SCHOOL SIXTEENTH STREET COMMUNITY HEALTH CENTER 1337 S 16TH ST MILWAUKEE WI 53204 391180475 501(C)(3) 15000 HELP SUPPORT THE BILINGUAL ASTHMA SELF-MANAGEMENT PROJECT ST ANDREW PARISH 115 SOUTH 7TH STREET DELAVAN WI 53115 390806221 501(C)(3) 5000 HELP PROVIDE TUITION ASSISTANCE THROUGH FRIENDS OF ST. ANDREW'S SCHOOL ST BRUNO PARISH AND SCHOOL 226 W OTTAWA AVE DOUSMAN WI 53118 530196617 501(C)(3) 7500 HELP SUPPORT THE SCHOOL'S TUITION ASSISTANCE FUND ST CATHERINE'S RESIDENCE 1032 E KNAPP ST MILWAUKEE WI 53202 530196617 501(C)(3) 10000 OPERATIONAL SUPPORT ST CATHERINE'S HIGH SCHOOL 1200 PARK AVE RACINE WI 53403 530196617 501(C)(3) 9500 TUITION ASSISTANCE ST FRANCIS DE SALES SEMINARY 3257 SOUTH LAKE DRIVE ST FRANCIS WI 53235 390806358 501(C)(3) 6310 HELP SUPPORT EDUCATION OF NEW SEMARITANS ST MARTIN OF TOURS PARISH SCHOOL 7933 SOUTH 116TH ST FRANKLIN WI 53132 530196617 501(C)(3) 5000 HELP FUND THE "TUITION ANGELS" PROGRAM ST THOMAS MORE HIGH SCHOOL 2601 E MORGAN AVE MILWAUKEE WI 53207 391163083 501(C)(3) 9500 HELP SUPPORT SENIOR RETREAT PROGRAM AND TUITION ASSISTANCE THE CATHEDRAL CENTER INC 845 N VAN BUREN ST MILWAUKEE WI 53202 743038890 501(C)(3) 15000 HELP FUND PROGRAM TO INTEGRATE AGENCY-WIDE TRAUMA-INFORMED PRACTICES THE GATHERING OF SOUTHEAST WISCONSIN INC 804 E JUNEAU MILWAUKEE WI 53202 391891030 501(C)(3) 12000 HELP FEED MILWAUKEE'S HUNGRY AND HOMELESS THREE HOLY WOMEN PARISH 1716 N HUMBOLDT AVENUE MILWAUKEE WI 53202 391991510 501(C)(3) 5000 HELP SUPPORT PASTORAL CARE SENIOR ENRICHMENT PROGRAM VISION FORWARD ASSOCIATION 912 N HAWLEY RD MILWAUKEE WI 53213 390808506 501(C)(3) 15000 HELP SUPPORT VISION REHABILITATION THERAPY PROGRAMS WFH-ST JOSEPH FOUNDATION 5000 W CHAMBERS ST MILWAUKEE WI 53210 391636804 501(C)(3) 6000 HELP SUPPORT THE SAFE PLACE FOR NEWBORNS PROGRAM WOMEN'S CARE CENTER INC 1441 N FARWELL AVE MILWAUKEE WI 53202 351609945 501(C)(3) 10000 HELP SUPPORT HEALTH CARE SERVICES-PREGNANCY TESTING, ULTRASONOGRAPHY, BIRTH PREP AND POST-PARTUM SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. TIM DODGE DIRECTOR OF THE ORGANIZATION AND MAJORITY OWNER OF COMPANY 4000 CREATION OF ANNUAL REPORT 0 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 11 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING -1. 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.