TCCF 2014 annual report

2014 ANNUAL REPORT

together for

Since 2001, The Catholic Community Foundation has supported effective philanthropy in Southeastern Wisconsin through two main roles: • Helping donors establish permanent charitable funds to create long-lasting support for the causes they care about • Offering parishes, schools and other Catholic organizations cost-effective, socially responsible investment management to keep endowment assets growing

together for

GOOD Welcome to our 2014 annual report! This year’s theme reflects The Catholic

Community Foundation’s enduring commitment to the Church’s mission, as well as our donors’ desire to create lasting support for the causes they care about.

The Catholic Community Foundation is…

Good for the community.

Our donors and the Foundation help make life better for children and families, and for people of all ages who face poverty, discrimination and violence.

Good for donors.

We make philanthropy easy. Our professionals evaluate requests, recommend grants and review performance to ensure donors’ gifts are used wisely.

Good for parishes and other Catholic organizations.

Schools, parishes and other organizations rely on our cost-effective, socially

Mary Ellen Markowski, President, and Patricia L. Van Kampen, Chairperson of the Board.

responsible investment management to keep their assets growing.

Good for grant recipients.

Let us show you the power of sophisticated investment management and

We change lives daily with grants to a wide range of charitable organizations,

professional charitable fund administration. Call us today to establish your legacy.

as you can see from the list of recipients starting on page 11.

As a not-for-profit 501(c)(3) corporation, the Foundation is independent of the Archdiocese of Milwaukee. Our board of directors includes Catholic religious and community leaders.

With our donors, we sustain and spread Catholic values here in Southeastern Wisconsin,

Mary Ellen Markowski

Patricia L. Van Kampen

awarding more than $5 million since 2001. We are truly together for good.

President

Chairperson of the Board 1

St. Bruno Parish in Dousman offers a full faith life in a family-friendly, small-town setting. The parish relies on The Catholic Community Foundation to keep its investment assets growing.

Right: Lisa Hedrick, Principal, St. Bruno Parish School; Maureen Stapleton, Foundation board member; and the Very Reverend Ralph Gross, Pastor, St. Bruno Parish.

GOOD for the community

2

There are more smiling faces at St. Bruno Parish in Dousman thanks to The Catholic Community Foundation. Our investment management services keep the parish endowment assets growing, freeing the endowment board for other work.

The scene was one Fr. Ralph Gross had seen often in his years as a pastor: an

“I can’t say enough about the service we receive, the level-headedness they exhibit,

endowment board working long hours to maintain a diverse investment portfolio, stay

the real expertise they bring to buying and selling investments,” he says. “You can’t

on top of market trends, impartially hire advisers and accommodate board members’

beat that.”

widely varying viewpoints.

He suggests that other parishes consider using the Foundation as an investment “The Catholic Community Foundation has opened its doors to parishes, and they have

tool and a way to make life easier. “My board feels very confident about where the

specialists in each area of investing—with a board to oversee everything,” Fr. Gross

money is being invested and how it’s being managed. We are thankful we don’t

said. “We can invest our money through them and claim it when we need it.”

have to do it!”

The board invited Foundation President Mary Ellen Markowski to visit St. Bruno’s, talk through the Foundation’s services and answer tough questions. Ultimately, after yet another long work session, they chose to have the Foundation manage St. Bruno’s endowment.

Five years later, Fr. Gross says, board members are happy with the results.

“We get our statements, see the returns, and let it keep growing,” he says. “The Foundation has taken all the headaches out of the process.” While the market has undeniable ups and downs, Fr. Gross says investing through The Catholic Community Foundation makes it easier to ride out the market changes.

3

St. Bruno’s excellent Catholic grade school offers students the ability to celebrate their faith every day while honing their academic skills. Tuition assistance grants from the Foundation help keep that Catholic education accessible to all.

St. Bruno Parish School reflects the small

Even with these efforts, Fr. Gross says the grants from the Foundation are essential.

population of Dousman. Just over 80 students

“If we didn’t get that extra assistance, we’d have to pay for it ourselves or write off the

in grades K4 to 8 pursue academic excellence

amount—but you still have to pay salaries and other expenses. Our school would die

within a faith-filled environment. The parish

for sure.”

and school work together to bring Catholic education to the entire community.

He says the school is determined to bring the benefits of a Catholic education to all who seek it. “We hope and pray that the Foundation can assist us again.” n

“We’re so happy that we’re able to serve all families, even if they don’t have financial resources,” Fr. Gross says. “But the need for tuition assistance has grown immensely over the last few years.

It’s getting tougher and tougher to foot the bill.”

He says that with a smaller student body, the percentage of students who need assistance is rising. This year, 17 students needed assistance, for a total cost of more than $30,000.

For the last two years, part of that cost has been covered through grants from The Catholic Community Foundation, awarded in accordance with the Foundation’s priorities, one of which is to promote Catholic education. The school also holds a yearly golf outing and a fundraising auction. Fr. Gross says, “We ask families with financial resources to share.”

4

Reflecting Dousman’s small population, just over 80 students attend the parish school.

Grants made through The Catholic Community Foundation help ensure that students can continue to be guided by God’s light.

5

GOOD for donors

Clockwise from top: Sarah Dean; Fred and Karen Bersch and son Peter; and Brian and Julie Hanley with son Ryan.

6

D O N OR F U N DS

within the foundation

Through the Foundation, you can give to a Catholic cause or causes that further the Church’s mission, primarily in Southeastern Wisconsin. Your gift is invested in a permanent endowment, from which we award grants each year. Choose from the following fund types, naming your fund to reflect your philanthropic purpose.

n

Joseph F. and Catherine M. Bennett Family Fund

n

Fred and Karen Bersch Family Fund

n

Bishop Brust Memorial Fund

n

Building the Faith General Fund

n

James and Mary Crewe Rome Fund

n

JCC Fund

Advised Fund

n

Rev. Carl M., Eugenia, and Lauretta Kazmierczak Priesthood Support Fund

You recommend charitable organizations for grants, with the

n

Judith A. Keyes Family Fund

may offer you more advantages than a private foundation.

n

Audrey J. Komarek Fund

n

option to change recipients from year to year. Advised funds

Designated Fund

Reverend Leslie Darnieder Scholarship Fund

Legacy Fund for Tomorrow’s Present: A Lasting Tribute to the Work of Lisa-Marie Calderone-Stewart, Ed.D.

n

Sarah M. Dean Fund

n

Mission Fund

n

DePorres Scholarship Fund

n

St. Aemilian Fund

n

Directors Legacies of Faith Fund

n

St. Anthony Fund

of interest, and we find grant

n

Henry and Francine Ducat Fund

n

St. Gerard Association Endowed Scholarship Fund

recipients in that area.

n

Education Endowment Fund

n

Marilyn C. Schmit, Ph.D. Fund

Unrestricted Fund

n

Carl and Ethel Groth Endowment Fund

n

Allen and Diane Spaeth Charitable Fund

n

Archbishop Rembert G. Weakland Fund

n

Whelandale Trust

n

Charles and Sara Wieber Family Fund

n

Yaniak Fund

n

n n

n

n

Brian D. Hanley Fund Father Gerald B. Hauser and John and Ruth Kegel Priesthood Scholarship Fund John C. (Jack) and Hildegard A. Heegeman Scholarship Fund RWH and EMH Estate Fund

You create a fund to benefit one or more specific charitable agencies or organizations.

Field of Interest Fund You indicate a charitable area

You give the Foundation full discretion in awarding grants.

Supporting Foundation Private foundations are welcome to become part of The Catholic Community Foundation.

John C. (Jack) and Hildegard A. Heegeman.

7

GOOD for parishes

Top to bottom: The Very Reverend Jeff Haines, Rector and Pastor, The Cathedral of St. John the Evangelist; the Very Reverend Tim Kitzke, Co-pastor, Three Holy Women, Our Lady of Divine Providence, Ss. Peter and Paul, and Old St. Mary parishes; and the Very Reverend Ralph Gross, Pastor, St. Bruno Parish and Shared Pastor, St. Paul, Genesee Depot.

8

A GE N C IE S

The Foundation’s assets under management include endowment funds of local parishes, schools and other Catholic organizations. Funds are pooled in a well-diversified, socially responsible portfolio to maximize cost savings and investment performance.

Many of these agencies have multiple funds.

n St. Alphonsus, Greendale

n St. Martin de Porres, Milwaukee

n Archdiocese of Milwaukee

n St. Andrew, Delavan

n St. Mary, Dover

n Blessed Trinity, Sheboygan Falls

n St. Anthony on the Lake, Pewaukee

n St. Mary, Waukesha

n The Cathedral of St. John the Evangelist, Milwaukee

n St. Bernard, Wauwatosa

n St. Mary’s Visitation, Elm Grove

n Catholic Charities of the Archdiocese of Milwaukee, Inc.

n St. Boniface, Germantown

n St. Peter, Kenosha

n St. Bruno, Dousman

n Ss. Peter and Paul, Milwaukee

n Christ King, Wauwatosa

n St. Catherine, Milwaukee

n St. Robert Bellarmine, Union Grove

n Congregation of Good Shepherd, Eden

n St. Dominic, Brookfield

n St. Roman, Milwaukee

n Divine Savior Holy Angels High School

n St. Edward, Racine

n St. Theresa, Eagle

n Faith In Our Future Trust

n St. Eugene, Fox Point

n Salesianum Alumni/AE Association

n Holy Angels, West Bend

n St. Frances Cabrini, West Bend

n Sheboygan County Catholic Fund, Inc.

n Holy Family, Whitefish Bay

n Saint Francis de Sales Seminary

n Society for the Propagation of the Faith

n Lumen Christi, Mequon

n St. John Vianney, Brookfield

n Three Holy Women, Milwaukee

n Marquette University High School

n St. Kilian, Hartford

n Wisconsin Catholic Conference

n Our Lady of Divine Providence, Milwaukee

n St. Leonard, Muskego

n Our Lady of Good Hope, Milwaukee

n St. Luke, Brookfield

n Sacred Heart, Racine

n St. Margaret Mary, Milwaukee

9

GOOD for grant recipients

10

St. Benedict Community Meal serves the hungry and homeless 365 days a year. With the help of groups that make the food, and volunteers that help serve the meal to the guests, St. Ben’s has been called an institution in Milwaukee.

G RA N T RE C IP IENTS

The Catholic Community Foundation this fiscal year 2013/2014 awarded $754,750 in grants for programs/projects that support our four priorities. We focus on four areas: education; leadership development; health care for the underserved in Milwaukee; and community building to strengthen families, parishes and those suffering from poverty, discrimination and violence. Since inception, the Foundation has awarded $5,376,750 in grants.

The following organizations received grants from donor funds within the Foundation. n Agape Community Center . . . . . . . . . . . . . $ 5,000 n AIDS Resource Center of Wisconsin . . . . . $ 15,000 n Apostleship of Prayer . . . . . . . . . . . . . . . . . $ 4,000 n Archdiocese of Milwaukee . . . . . . . . . . . . . $ 70,295 (various programs) n Basilica of the National Shrine of Mary Help of Christians at Holy Hill . . . . . . . . . . . $ 435 n Benedict Center . . . . . . . . . . . . . . . . . . . . . $ 9,000 n Bethany Apartments, Racine . . . . . . . . . . . $ 10,000 n Blessed Sacrament School . . . . . . . . . . . . . $ 1,600 n Bread of Healing Clinic . . . . . . . . . . . . . . . . $ 5,000 n Cardinal Stritch University . . . . . . . . . . . . . . $ 11,810 (various programs) n Catholic Charities . . . . . . . . . . . . . . . . . . . . $ 22,600 (various programs) n Catholic Memorial High School . . . . . . . . . . $ 12,000 n Catholic Stewardship Appeal . . . . . . . . . . . $ 3,860 n Christ Child Society . . . . . . . . . . . . . . . . . . . $ 4,000

n CommonGround Ministry . . . . . . . . . . . . . . $ 10,000

n Guest House . . . . . . . . . . . . . . . . . . . . . . . . $ 10,000

n Congregation of Holy Angels . . . . . . . . . . . $ 21,390

n Holy Angels School Trust Fund . . . . . . . . . . $ 21,825

n Congregation of the Great Spirit Parish . . . $ 10,000

n HOPES Center of Racine . . . . . . . . . . . . . . $ 10,000

n CORE/El Centro . . . . . . . . . . . . . . . . . . . . . $ 15,000

n House of Peace . . . . . . . . . . . . . . . . . . . . . . $ 10,000

n Daystar . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 9,000

n Hunger Task Force . . . . . . . . . . . . . . . . . . . . $ 2,500

n Dismas Ministry . . . . . . . . . . . . . . . . . . . . . $ 2,500

n John Paul II Academy, Racine . . . . . . . . . . . $ 10,000

n Divine Mercy School . . . . . . . . . . . . . . . . . . $ 13,600

n La Causa . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5,000

n Divine Savior Holy Angels High School . . . . $ 1,000

n Make a Difference Wisconsin . . . . . . . . . . . $ 3,900

n Family Unity International . . . . . . . . . . . . . . $ 620

n Marquette University . . . . . . . . . . . . . . . . . $ 6,300

n Feeding America Eastern Wisconsin . . . . . . $ 1,000

n Marquette University High School . . . . . . . $ 1,000

n Foundation for Religious Retirement . . . . . . $ 5,305

n Mary, Queen of Saints Catholic Academy . . $ 9,600

n Foundation for St. Francis and Franklin . . . . $ 10,000

n Medical College of Wisconsin . . . . . . . . . . . $ 12,500

n Franciscan Peacemakers . . . . . . . . . . . . . . . $ 10,000

n Melanoma Research Foundation . . . . . . . . . $ 600

n The Gathering of Southeast Wisconsin . . . . $ 12,000

n Messmer Catholic Schools . . . . . . . . . . . . . $ 10,000

n Gesu Parish . . . . . . . . . . . . . . . . . . . . . . . . . $ 2,735

n Milwaukee Center for Children & Youth . . . $ 5,000

n Glenmary Sisters . . . . . . . . . . . . . . . . . . . . $ 4,205

n Milwaukee Habitat for Humanity . . . . . . . . $ 500

n Greater Milwaukee Catholic Education Consortium . . . . . . . . . . . . . . . . . $ 4,000

n Milwaukee Homeless Veterans Initiative . . $ 6,800

11

G RA N T RE C IP IENTS

c ont inued

n My Home, Your Home . . . . . . . . . . . . . . . . . $ 5,000

n St. Benedict Community Meal . . . . . . . . . . $ 12,000

n St. Thomas Aquinas Academy . . . . . . . . . . . $ 800

n Near South Side Catholic Schools . . . . . . . . $ 15,000

n St. Ben’s Clinic at the Cathedral Center . . . $ 10,000

n Saint Thomas More High School . . . . . . . . . $ 15,000

n New Threads of Hope . . . . . . . . . . . . . . . . . $ 5,000

n St. Bruno Parish School, Dousman . . . . . . . $ 7,500

n St. Vincent de Paul Society of Milwaukee . . $ 10,000

n Notre Dame Middle School . . . . . . . . . . . . . $ 11,135

n St. Catherine High School, Racine . . . . . . . $ 11,500

n Salesian Missions . . . . . . . . . . . . . . . . . . . . $ 4,205

n Office for World Mission . . . . . . . . . . . . . . . $ 13,560

n St. Charles Borromeo School . . . . . . . . . . . $ 800

n Salvatorian Mission Warehouse . . . . . . . . . $ 15,905

n Office of the Propagation of the Faith . . . . . $ 1,005

n St. Elizabeth Ann Seton Catholic School, Sheboygan . . . . . . . . . . . . $ 4,200

n School Sisters of Notre Dame . . . . . . . . . . . $ 14,205

n Open Door Café at St. John the Evangelist Cathedral . . . . . . . . . . . . . . . $ 10,000

n St. Elizabeth Ann Seton Dental Clinic . . . . . $ 10,000

n Sisters of St. Francis of Assisi . . . . . . . . . . . $ 4,205

n Penfield Children’s Center . . . . . . . . . . . . . . $ 15,000

n Saint Francis de Sales Seminary . . . . . . . . . $ 7,350

n Petawa Residence and Cultural Center . . . . $ 5,000

n St. Gregory the Great School . . . . . . . . . . . $ 1,600

n Sixteenth Street Community Health Center . . . . . . . . . . . . . . . . . . . . . . . $ 15,000

n Philippine Cultural and Civic Center Foundation . . . . . . . . . . . . . . . $ 10,000

n St. Joan Antida High School . . . . . . . . . . . . $ 7,500

n Summit Educational Association, Inc. . . . . . $ 2,000

n St. John the Evangelist School . . . . . . . . . . $ 3,200

n Tyme Out Youth Retreat and Ministry Center . . . . . . . . . . . . . . . . . . $ 7,500

n Pius XI High School . . . . . . . . . . . . . . . . . . . $ 5,000 n Prevent Blindness . . . . . . . . . . . . . . . . . . . . $ 5,000 n Project Concern of Cudahy-St. Francis . . . . $ 5,000 n St. Adalbert School . . . . . . . . . . . . . . . . . . . $ 2,400 n St. Ann Center for Intergenerational Care . . $ 5,000

n St. Josaphat School . . . . . . . . . . . . . . . . . . . $ 800 n St. Joseph Catholic Academy . . . . . . . . . . . $ 3,740 n St. Joseph Foundation . . . . . . . . . . . . . . . . $ 10,000 n St. Joseph’s Indian School . . . . . . . . . . . . . . $ 625 n St. Peter Parish . . . . . . . . . . . . . . . . . . . . . . $ 435 n St. Roman School . . . . . . . . . . . . . . . . . . . . $ 1,600

12

n SHARP Literacy . . . . . . . . . . . . . . . . . . . . . . $ 7,500

n Vision Forward . . . . . . . . . . . . . . . . . . . . . . $ 15,000 n Women’s Support Centers . . . . . . . . . . . . . $ 5,000

STAT E M E N T O F F INA NCIA L P OSITION

June 30, 2014 and 2013

ASS ET S Current Assets

LI A BI LI TI ES A ND N ET AS S ETS 2014 2013

Cash and cash equivalents: $80,354

Agency funds

Prepaid expenses

Total Current Assets

Property & Equipment

$128,535

Foundation

275,000

51,246

Agency funds

91,858

55,020

Accrued liability

4,024

4,025

$451,236

$238,826

$18,289

$8,420

Long-term investments

Current portion of capital leases

Total Current Liabilities

$22,973,819

53,081,496

38,773,903

Total Investments

$79,677,964

$61,747,722

TOTAL ASSETS

$80,147,489

$61,994,968

$86,699

93,319

76,016

40,292

21,576

2,094

—

$214,463

$184,291

4,966

—

53,263,177

38,749,133

Total Long-Term Liabilities

$53,268,143

$38,749,133

TOTAL LIABILITIES

$53,482,606

$38,933,424

Agency funds $26,596,468

$78,758

Long-Term Liabilities Long-term portion of capital leases

Investments (at fair value) Agency funds

2014 2013

Accounts payable:

Foundation Accounts receivable

Current Liabilities

Net Assets Unrestricted funds

$17,583,248

$14,972,634

9,081,635

8,088,910

Total Net Assets

$26,664,883

$23,061,544

TOTAL LIABILITIES AND NET ASSETS

$80,147,489

$61,994,968

Temporarily restricted funds

13

STAT E M E N T O F A CTIVITIES

year ended June 30, 2014 and 2013

Public Support and Revenue Unrestricted Contributions

Temporarily Restricted

Year Ended 2014 Total Unrestricted

Temporarily Restricted

Year Ended 2013 Total

$669,697

—

$669,697

$1,620,102

—

$1,620,102

Interest and dividend income

193,365

$101,978

295,343

189,557

$106,800

296,357

Realized gains (losses) on investments

896,532

469,487

1,366,019

311,928

172,158

484,086

1,593,631

853,053

2,446,684

975,559

575,271

1,550,830

(102,515)

(53,310)

(155,825)

(91,275)

(51,238)

(142,513)

Administrative fee on agency endowments

177,692

—

177,692

152,661

—

152,661

Net assets released from restrictions

378,483

(378,483)

—

367,530

(367,530)

—

Unrealized gains (losses) on investments Investment management fees

Total Public Support and Revenue

$3,806,885

$992,725

$4,799,610

$3,526,062

$435,461

$3,961,523

Expenses Grants approved for charitable purposes Program-related expenses

$754,750

—

$754,750

$635,505

154,139

—

154,139

143,035

Supporting services:

14

Administrative expenses

287,382

—

— $635,505 —

143,035

287,382

280,719

—

280,719

Total Expenses

$1,196,271

—

$1,196,271

$1,059,259

—

$1,059,259

Change in Net Assets

$2,610,614

$992,725

$3,603,339

$2,466,803

$435,461

$2,902,264

Net Assets - Beginning of Year

$14,972,634

$8,088,910

$23,061,544

$12,505,831

$7,653,449

$20,159,280

Net Assets - End of Year

$17,583,248

$9,081,635

$26,664,883

$14,972,634

$8,088,910

$23,061,544

SU M M A RY O F INVES TM ENTS

Investments as of June 30, 2014

June 30, 2014 and 2013

Cost Value

Fair Value

Cash and cash equivalents

$1,155,038

$1,155,038

Large/Mid-cap equities and S&P 500 index fund

18,069,321

28,970,218

4,338,759

4,781,538

14,935,303

17,154,245

5,299,819

5,603,692

17,656,667

17,991,449

473,938

804,328

2,550,000

3,217,456

$64,478,845

$79,677,964

Cost Value

Fair Value

$336,499

$336,499

16,762,362

23,500,424

3,178,785

3,940,011

11,399,604

12,677,862

4,293,242

3,908,326

13,860,206

13,633,590

704,658

902,123

2,425,000

2,848,887

$52,960,356

$61,747,722

Domestic small-cap common stock International equities Commodities and inflation hedges Bond mutual funds Real estate Hedge composite

Total Investments

Investments as of June 30, 2013 Cash and cash equivalents Large/Mid-cap equities and S&P 500 index fund Domestic small-cap common stock International equities Commodities and inflation hedges Bond mutual funds Real estate Hedge composite

Total Investments

15

NOT E S

to financial statements

Estimates

Unrestricted Net Assets

The preparation of financial statements in conformity with accounting principles

Net assets that are not subject to donor-imposed stipulations.

generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets, liabilities,

Temporarily Restricted Net Assets

revenues and expenses and the disclosures of contingent assets and liabilities at the

Net assets subject to donor-imposed stipulations that either expire by passage of

date of financial statements. Actual results could differ from these estimates.

time or can be fulfilled and removed by actions of the Foundation pursuant to those stipulations.

Tax-Exempt Status The Foundation is exempt from federal and state income taxes on related exempt

Permanently Restricted Net Assets

function income under Section 501(c)(3) of the Internal Revenue Code and has been

Net assets subject to donor-imposed stipulations that they be maintained

classified as an organization other than a private foundation. The Foundation does

permanently by the Foundation. Currently, the Foundation does not have any

not consider any of its support and revenues to be unrelated business income and,

permanently restricted net assets.

accordingly, no provision for income taxes has been provided in the accompanying financial statements.

Agency Endowment Funds Certain Catholic parishes and other organizations have transferred funds to the

Net Assets

Foundation for management. These funds are invested with the other funds of the

Net assets, revenues, gains and losses are classified based on the existence or

Foundation, but title is retained by the transferring organization and the funds are

absence of donor-imposed restrictions. Accordingly, net assets of the Foundation are

reflected in the statements of financial position of the Foundation as investments and

classified and reported as follows:

the corresponding amounts listed as current and long-term liabilities.

The Catholic Community Foundation is audited annually.

Copies of the complete audit reports are available upon request.

16

BOA R D

of directors

Mary Ellen Markowski President, The Catholic Community Foundation

Patricia L. Van Kampen Chairperson of the Board, Community Volunteer, former Managing Director, Common Stock, Mason Street Advisors LLC

Debra Alder

Rev. Daniel Janasik

President and CEO, Alder Companies

Pastor, St. Leonard’s Parish

F. Jon Baranko

Judy Keyes

Chief Equity Officer, Wells Capital Management

Community Volunteer

Thuy Barron

John J. Marek

Director, Deloitte Tax LLP

Treasurer and Chief Financial Officer, Archdiocese of Milwaukee

Leslie A. Blum

Camela M. Meyer

Real Estate Construction Consultant

Community Volunteer

Barbara Anne Cusack

David Morris

Chancellor, Archdiocese of Milwaukee

S TAFF

First Vice President, Financial Consultant, RBC Wealth

Thomas J. Fischer

Management

Fischer Financial Consulting LLC

Ann M. Rieger John A. Herbers

Attorney, Davis and Kuelthau SC

Attorney, Reinhart Boerner Van Deuren SC

Maureen Stapleton Most Rev. Donald J. Hying

President, Stapleton Realty and Appraisal

John Blickle

Auxiliary Bishop, Archdiocese of Milwaukee

Julie Kurer

Adam J. Wiensch

Controller Administrative

Attorney, Foley and Lardner LLP

Coordinator

637 EAST ERIE STREET MILWAUKEE, WI 53202 n

T: 414.431.6402 F: 414.431.6407 n

legaciesoffaith.org

The Catholic Community Foundation is a not-for-profit Wisconsin Corporation, tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code and governed by its own Board of Directors.

The Foundation is a separate civil and canonical entity independent of the Archdiocese of Milwaukee.

For more information on how you can provide for your community — in perpetuity — visit legaciesoffaith.org.