2013-02-14T11:34:05-06:00 2012-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2011-07-01 392005163 ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC ARCH 4144316402 637 ERIE STREET MILWAUKEE WI 53202 MARY ELLEN MARKOWSKI 4144316402 2013-02-13 1 JOEL JOYCE P01001488 4142717800 2011 2016-03-07 17:11:31Z MARY ELLEN MARKOWSKI 637 EAST ERIE STREET MILWAUKEE WI 53202 12742073 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. 18 17 3 0 0 0 1356644 3165280 116293 135041 1045770 1076383 35457 36777 2554164 4413481 456296 527532 0 0 282298 296662 0 0 130832 250597 226979 989191 1051173 1564973 3362308 46020189 54670263 28414744 34510983 17605445 20159280 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 608050 527532 135041 THE FOUNDATION DISTRIBUTED $527,532 TO 119 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2011/2012 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. 608050 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 0 1 4 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 17 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 116727 0 8230 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 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 116727 0 8230 1 0 0 0 0 14755 3150525 3165280 AGENCY FUND ADMINISTRA 561000 135041 135041 135041 380838 380838 9009382 8313837 695545 695545 695545 51532 14755 14755 36777 36777 4413481 135041 0 1113160 527532 527532 118453 29613 88840 105167 52580 52587 15653 3680 5754 6219 41623 16994 18324 6305 15766 4023 5953 5790 7924 7924 10075 10075 121392 121392 4000 4000 11785 9930 1855 8627 8627 31517 31517 558 558 1497 1497 69 69 5639 5639 2832 2832 FUND RAISING EVENTS 17823 17823 PROFESSIONAL SERVICES 3241 3241 1051173 608050 312291 130832 94310 103760 53883 49109 4208 4127 66474 52824 19289 13650 41025934 46680391 4822565 7819226 46020189 54670263 186603 173981 28228141 34337002 28414744 34510983 X 9618841 12505831 7986604 7653449 17605445 20159280 46020189 54670263 X 3362308 -808473 X X 0 1 1 X 0 X 127368 374800 342995 1392101 3202057 5439321 127368 374800 342995 1392101 3202057 5439321 5439321 455091 424860 364724 448608 380838 2074121 65034 62321 84758 116293 135041 463447 7976889 0.68190 0.49830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 23 960907 2241148 83365 444167 3583793 16575485 1 1 0 1 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 1.00000 0 0 66474 52824 13650 13650 COMMODITIES AND INFLATION HEDGES 25286 F REAL ESTATE PARTNERSHIP 942837 F COMMINGLED INVESTMENT POOL 5755527 F HEDGE COMPOSITE 1095576 F 7819226 4413481 1051173 3362308 -808474 1 -808473 2553835 3484484 -808475 1 -808474 4292958 120523 120523 4413481 930649 0 930649 120523 1 120524 1051173 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: 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, 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. GOLF OUTING 51532 51532 1700 219 9426 3410 51532 51532 1700 219 9426 3410 14755 36777 1 AIDS RESOURCE CENTER OF WISCONSIN 820 N PLANKINTON AVE MILWAUKEE WI 53203 391534049 501(C)(3) 9000 MEDICAL CARE/TREATMENT OF PEOPLE WITH HIV/AIDS ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR PO BOX 070912 MILWAUKEE WI 53207 390807221 501(C)(3) 37380 SUPPORT OF VARIOUS PROGRAMS BENEDICT CENTER INC 135 W WELLS ST STE 700 MILWAUKEE WI 53203 391226475 501(C)(3) 19500 SUPPORT THE MIND, BODY SPIRIT WELLNESS PROGRAM AND THE "SUCCESS WORKS" WOMEN'S HARM REDUCTION PROGRAM CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR PO BOX 070912 MILWAUKEE WI 53207 390806321 501(C)(3) 10000 OPERATIONS FOR ADULT DAY SERVICES, RESOURCE CENTER, AND ALSO LEGAL SERVICES FOR IMMIGRANTS COLUMBIA ST MARY'S FOUNDATION 2320 N LAKE DR MILWAUKEE WI 53211 391494981 501(C)(3) 23000 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) 7500 OPERATIONS FOR ELENA'S HOUSE COREEL CENTRO 611 W NATIONAL AVE STE 409 MILWAUKEE WI 53204 392042797 501(C)(3) 7500 OPERATIONS FOR HEALTH PROGRAMS THE GUEST HOUSE OF MILWAUKEE INC 1216 N 13TH ST MILWAUKEE WI 53205 391539301 501(C)(3) 9000 OPERATIONS FOR PERMANENT HOUSING FOR HOMELESS PEOPLE WITH DISABILITIES JOHN PAUL II ACADEMY 2023 NORTHWESTERN AVE RACINE WI 53404 390818693 501(C)(3) 6000 SCHOLARSHIP ASSISTANCE MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(C)(3) 8548 OPERATIONS FOR SATURDAY CLINIC FOR THE UNINSURED LITERACY SERVICES OF WISCONSIN 555 N PLANKINTON AVENUE MILWAUKEE WI 53203 391091203 501(C)(3) 5000 SUPPORT FOR ADULT EDUCATION PROGRAMS NEAR SOUTH SIDE CATHOLIC SCHOOLS ASSOCIATION 2059 S 33RD ST MILWAUKEE WI 53215 391570183 501(C)(3) 9000 SUPPORT FOR COMMUNITY NURSE PROGRAM OFFICE FOR WORLD MISSIONSOCIETY FOR THE PROPAGATION OF THE FAITH PO BOX 3087 MILWAUKEE WI 53203 390840264 501(C)(3) 16565 MISSIONARY SUPPORT PENFIELD CHILDREN'S CENTER 833 N 26TH ST MILWAUKEE WI 53233 391093701 501(C)(3) 9000 OPERATIONS FOR SPECIAL CARE NURSERY PHILIPPINE CULTURAL & CIVIC CENTER FOUNDATION INC 535 N 27TH ST MILWAUKEE WI 53208 391963082 501(C)(3) 5000 OPERATIONS FOR FREE MEDICAL CLINIC ROSALIE MANOR COMMUNITY & FAMILY SERVICES 4803 W BURLEIGH ST MILWAUKEE WI 53210 391154354 501(C)(3) 9000 SUPPORT FOR TEEN FAMILIES PROGRAM SCHOOL SISTERS OF NOTRE DAME 13105 WATERTOWN PLANK RD ELM GROVE WI 53122 390806379 501(C)(3) 10000 OPERATIONS FOR NURSE HOURS FOR RETIREMENT CENTER SET MINISTRY INC 2977 N 50TH ST MILWAUKEE WI 53210 391618277 501(C)(3) 7500 OPERATIONS FOR FAMILY EMPOWERMENT PROGRAM WFH-ST JOSEPH FOUNDATION 5000 W CHAMBERS ST MILWAUKEE WI 53210 391636804 501(C)(3) 5000 SUPPORT FOR BABY SAFE HAVEN PROGRAM CASA ROMERO RENEWAL CENTER 423 W BRUCE STREET MILWAUKEE WI 53204 392016499 501(C)(3) 10000 HELP SUPPORT THE RETREAT CENTERS YOUTH PROGRAM (UNPLUGGED) 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 HOPES CENTER OF RACINE INC 506 7TH STREET RACINE WI 53403 263080281 501(C)(3) 5000 HELP SUPPORT THE DROP-IN DAY SHELTER FOR THE HOMELESS MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 532011881 390806251 501(C)(3) 20000 SUPPORT GMCEC, HANLEY FD., COL. OF NURING, TUITION SUPPORT PROVINCE OF ST JOSEPH FOR THE CAPUCHIN ORDER 1702 W WALNUT ST PO BOX 05656 MILWAUKEE WI 53205 530196617 501(C)(3) 29000 SUPPORT VARIOUS PROGRAMS AT THE HOUSE OF PEACE AND ST. BENS COMMUNITY MEAL 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 SAINT FRANCIS DE SALES SEMINARY 3257 SOUTH LAKE DRIVE ST FRANCIS WI 53235 390806358 501(C)(3) 17280 HELP SUPPORT EDUCATION OF NEW SEMARITANS ST PATRICK'S PARISH 1101 DOUGLAS AVENUE RACINE WI 53235 530196617 501(C)(3) 10000 HELP SUPPORT OUTREACH AND AFTER-SCHOOL PROGRAMS AT THE JOHN XXIII EDUCATIONAL CENTER THE GATHERING OF SOUTHEAST WISCONSIN INC 804 E JUNEAU MILWAUKEE WI 53202 391891030 501(C)(3) 10000 HELP FEED MILWAUKEE'S HUNGRY AND HOMELESS WHEATON FRANCISCAN HEALTHCARE FOUNDATION FOR ST FRANCIS & FRANKLIN 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 320135258 501(C)(3) 9000 HELP SUPPORT ANGEL OF HOPE CLINIC AGAPE COMMUNITY CENTER OF MILWAUKEE INC 6100 N42ND STREET MILWAUKEE WI 531865598 391641846 501(C)(3) 5000 HELP SUPPORT MEAL PROGRAM CATHOLIC MEMORIAL HIGH SCHOOL 601 E COLLEGE AVE WAUKESHA WI 531865598 390964819 501(C)(3) 5426 ADDITION TO BRIAN D. HANLEY ENDOWMENT FUND AND SCHOLARSHIP SUPPORT MARY QUEEN OF SAINTS CATHOLIC ACADEMY 1435 S 92ND STREET WEST ALLIS WI 53214 562468602 501(C)(3) 12713 TUITION ASSISTANCE 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 NOTRE DAME MIDDLE SCHOOL 1420 W SCOTT ST MILWAUKEE WI 532042269 391850760 501(C)(3) 11125 HELP SUPPORT AFTER SCHOOL PROGRAM AND TUITION ASSISTANCE PREVENT BLINDNESS WISCONSIN 759 N MILWAUKEE ST SUITE 305 MILWAUKEE WI 53202 363667121 501(C)(3) 5000 HELP SUPPORT VISION SCREENING PROGRAM PROGRESSIVE COMMUNITY HEALTH CENTERS 3522 W LISBON AVE MILWAUKEE WI 53208 391958810 501(C)(3) 5000 HELP SUPPORT THE UNINSURED CARE COORDINATION PROGRAM SAINT THOMAS MORE HIGH SCHOOL INC 2601 E MORGAN AVE MILWAUKEE WI 53207 391163083 501(C)(3) 5000 HELP PURCHASE NEW SERIES OF THEOLOGY TEXTBOOKS ST CATHERINE RESIDENCE 1032 E KNAPP ST MILWAUKEE WI 53202 530196617 501(C)(3) 10000 OPERATIONAL SUPPORT ST ROMAN SCHOOL 1810 W BOLIVAR AVE MILWAUKEE WI 53207 390921765 501(C)(3) 5000 TUITION ASSISTANCE THE CATHEDRAL CENTER INC 845 N VAN BUREN ST MILWAUKEE WI 53202 743038890 501(C)(3) 17500 HELP SUPPORT EMERGENCY SHELTER PROGRAM TYME OUT YOUTH CENTER W332 N6786 COUNTY RD C NASHOTAH WI 53058 391467001 501(C)(3) 12600 HELP SUPPORT RETREAT PROGRAM UNITED COMMUNITY CENTER INC 1028 S 9TH STREET MILWAUKEE WI 53204 391146191 501(C)(3) 7500 HELP SUPPORT GERIATRIC CENTER'S MEMORY CLINICS AND EARLY MEMORY LOSS GROUP VISION FORWARD ASSOCIATION 912 N HAWLEY RD MILWAUKEE WI 53213 390808506 501(C)(3) 5000 HELP SUPPORT THERAPIES FOR ALL STAGES OF VISION LOSS FROM BIRTH TO ADOLESENCE REPAIRERS OF BREACH PO BOX 13791 MILWAUKEE WI 53213 391707495 501(C)(3) 7000 HELP SUPPORT HOMELESS SHELTER'S COMMUNITY HEALTH CARE CLINIC DIVINE MERCY SCHOOL 695 COLLEGE AVE SO MILWAUKEE WI 53172 562339834 501(C)(3) 6500 TUITION ASSISTANCE 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -808,474. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: -808,473. 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.