ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC: Form 990, tax year 2018
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- Organization
- ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC (EIN 39-2005163)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-05
- IRS object ID
- 202020369349301252
- Schema version
- 2018v3.1
- 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 | 2020-02-05T11:23:44-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN MARKOWSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4144316402 | PhoneNum |
| Signature | 2020-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL JOYCE | PreparerPersonNm |
| PTIN | P01001488 | PTIN |
| Phone | 4142717800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.133.53.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-22 | IPDt |
| IP Tm | 06:02:22 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5BCB370D0ECF5406F1D31911CF4F92007943E56 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D90C62DFE7F13645C842D25FF5E2F169ECAFD7C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $10,096,314 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,847 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,306,997 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,507,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $279,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $282,047 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,897,232 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,284,768 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,794 | PYOtherRevenueAmt |
| CY Other Revenue | $19,964 | CYOtherRevenueAmt |
| PY Total Revenue | $10,525,897 | PYTotalRevenueAmt |
| CY Total Revenue | $5,094,579 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,276,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,300,597 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $414,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $430,194 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $159,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $352,241 | PYOtherExpensesAmt |
| CY Other Expenses | $353,639 | CYOtherExpensesAmt |
| PY Total Expenses | $2,042,918 | PYTotalExpensesAmt |
| CY Total Expenses | $2,084,430 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,482,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,010,149 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $110,901,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,203,587 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,046,843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,451,755 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,854,702 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,751,832 | 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 | $1,436,911 | ExpenseAmt |
| Grant | $1,300,597 | GrantAmt |
| Revenue | $282,047 | RevenueAmt |
| Desc | THE FOUNDATION DISTRIBUTED $1,300,597 TO 122 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2017/2018 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 | $1,436,911 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 7 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 (17 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) | $176,775 | $0 | $33,032 |
| ANN RIEGER | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID STRELITZ | ||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAUREEN STAPLETON | ||||||
| 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 | |
| KATHLEEN HUEVLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV DANIEL JANASIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN LUCARELI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAMELA MEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY NGUYEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL MCLNERNY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS NOLTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV JAMES SCHUERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH SIERRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN TRUNZO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $176,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $17,172 | FundraisingAmt |
| All Other Contributions | $1,490,628 | AllOtherContributionsAmt |
| Total Contributions | $1,507,800 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $282,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $282,047 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $282,047 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $784,530 | TotalRevenueColumnAmt |
| Exclusion | $784,530 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,484,801 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,984,563 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,500,238 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500,238 | TotalRevenueColumnAmt |
| Exclusion | $2,500,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,136 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,172 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,172 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,964 | TotalRevenueColumnAmt |
| Exclusion | $19,964 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,094,579 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $282,047 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,304,732 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300,597 | TotalAmt |
| Program Services | $1,300,597 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,328 | TotalAmt |
| Management And General | $56,274 | ManagementAndGeneralAmt |
| Fundraising | $135,054 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,144 | TotalAmt |
| Program Services | $101,153 | ProgramServicesAmt |
| Management And General | $73,991 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,261 | TotalAmt |
| Program Services | $7,081 | ProgramServicesAmt |
| Management And General | $5,180 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,082 | TotalAmt |
| Program Services | $21,097 | ProgramServicesAmt |
| Management And General | $17,985 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,379 | TotalAmt |
| Program Services | $6,983 | ProgramServicesAmt |
| Management And General | $5,396 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,399 | TotalAmt |
| Management And General | $13,399 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,556 | TotalAmt |
| Management And General | $239,556 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,955 | TotalAmt |
| Fundraising | $14,955 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,762 | TotalAmt |
| Management And General | $16,417 | ManagementAndGeneralAmt |
| Fundraising | $3,345 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,884 | TotalAmt |
| Management And General | $14,884 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,319 | TotalAmt |
| Management And General | $36,319 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050 | TotalAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,461 | TotalAmt |
| Fundraising | $6,461 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,155 | TotalAmt |
| Management And General | $5,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098 | TotalAmt |
| Management And General | $2,098 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,430 | TotalAmt |
| Program Services | $1,436,911 | ProgramServicesAmt |
| Management And General | $487,704 | ManagementAndGeneralAmt |
| Fundraising | $159,815 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,742 | BOYAmt |
| EOY | $199,315 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,123 | BOYAmt |
| EOY | $92,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,713 | BOYAmt |
| EOY | $8,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,872 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,145 | BOYAmt |
| EOY | $19,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,620,080 | BOYAmt |
| EOY | $89,139,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,915,742 | BOYAmt |
| EOY | $25,744,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,901,545 | BOYAmt |
| EOY | $115,203,587 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,754 | BOYAmt |
| EOY | $260,711 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,790,089 | BOYAmt |
| EOY | $77,191,044 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,046,843 | BOYAmt |
| EOY | $77,451,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,713,264 | BOYAmt |
| EOY | $28,718,769 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,141,438 | BOYAmt |
| EOY | $9,033,063 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,854,702 | BOYAmt |
| EOY | $37,751,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,901,545 | BOYAmt |
| EOY | $115,203,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,010,149 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,113,019 | 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 | $1,492,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,364,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,544,936 | CurrentTaxYearAmt |
| Total | $11,294,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,492,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,364,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,544,936 | CurrentTaxYearAmt |
| Total | $11,294,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,294,352 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $418,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $483,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $695,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $784,530 | CurrentTaxYearAmt |
| Total | $2,870,826 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $232,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $253,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,047 | CurrentTaxYearAmt |
| Total | $1,279,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,444,433 | TotalSupportAmt |
| Public Support CY170 | 0.73130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 19 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 33 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,111,123 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $433,813 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $198,210 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,102,387 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,636,508 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $30,115,324 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,520,357 | BeginningYearBalanceAmt |
| Contributions | $7,364,391 | ContributionsAmt |
| Investment Earnings Or Losses | $2,620,527 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,276,573 | GrantsOrScholarshipsAmt |
| Other Expenditures | $320,482 | OtherExpendituresAmt |
| Administrative Expenses | $246,610 | AdministrativeExpensesAmt |
| End Year Balance | $36,661,610 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,830,091 | BeginningYearBalanceAmt |
| Contributions | $495,433 | ContributionsAmt |
| Investment Earnings Or Losses | $3,633,596 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $993,334 | GrantsOrScholarshipsAmt |
| Other Expenditures | $255,824 | OtherExpendituresAmt |
| Administrative Expenses | $189,605 | AdministrativeExpensesAmt |
| End Year Balance | $28,520,357 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,706,808 | BeginningYearBalanceAmt |
| Contributions | $395,373 | ContributionsAmt |
| Investment Earnings Or Losses | $30,075 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $887,681 | GrantsOrScholarshipsAmt |
| Other Expenditures | $237,335 | OtherExpendituresAmt |
| Administrative Expenses | $177,149 | AdministrativeExpensesAmt |
| End Year Balance | $25,830,091 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,540,903 | BeginningYearBalanceAmt |
| Contributions | $1,505,727 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,243 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $841,378 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,309 | OtherExpendituresAmt |
| Administrative Expenses | $246,892 | AdministrativeExpensesAmt |
| End Year Balance | $26,706,808 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $107,453 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $87,872 | DepreciationAmt |
| Book Value | $19,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,581 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMODITIES AND INFLATION HEDGES | $459,201 | F |
| REAL ESTATE PARTNERSHIP | $1,771,098 | F |
| HEDGE COMPOSITE | $4,614,873 | F |
| COMMINGLED INVESTMENT POOL | $10,223,775 | F |
| INTERNATIONAL EQUITIES | $8,675,079 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,744,026 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,759,176 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,113,019 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $17,172 | OtherRevenueAmt |
| Revenue Not Reported | -$2,095,847 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,855,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $239,556 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $239,556 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,094,579 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,862,046 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,172 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,172 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,844,874 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $239,556 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $239,556 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,084,430 | 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. HOWEVER NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 ON JUNE 30, 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 17,172. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 17,172. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $54,308 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,172 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,136 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,420 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $3,800 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,877 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $75 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $54,308 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,172 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,136 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,420 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,800 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,877 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $75 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,172 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,964 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACTS HOUSING | |||||||
| 2414 W VLIET ST | MILWAUKEE | WI | 53205 | 391837474 | 501(C)(3) | $5,000 | HELP SUPPORT HOMEOWNERSHIP EMPOWERMENT PROGRAM |
| ADULT LEARNING CENTER | |||||||
| 1916 N 4TH ST | MILWAUKEE | WI | 53212 | 061768396 | 501(C)(3) | $5,000 | HELP SUPPORT ADULT LEARNING PROGRAM |
| ALVERNO COLLEGE | |||||||
| 3400 S 43RD ST | MILWAUKEE | WI | 53234 | 390806263 | 501(C)(3) | $7,345 | TUITION ASSISTANCE |
| ARCHDIOCESE OF MILWAUKEE | |||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53207 | 390807221 | 501(C)(3) | $99,318 | BRAILLE TRANSCRIPTION PROGRAM |
| AUDIO & BRAILLE LITERACY ENHANCEMENT INC | |||||||
| 803 W WELLS ST | MILWAUKEE | WI | 53233 | 391593301 | 501(C)(3) | $5,000 | BRAILLE TRANSCRIPTION PROGRAM |
| BENEDICT CENTER | |||||||
| 135 W WELLS ST STE 700 | MILWAUKEE | WI | 53203 | 391226475 | 501(C)(3) | $10,000 | HELP SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM |
| BREAD OF HEALING CLINIC | |||||||
| 1821 NORTH 16TH ST | MILWAUKEE | WI | 53205 | 810669867 | 501(C)(3) | $10,000 | HELP PROVIDE HEALTH SERVICES TO UNINSURED ADULTS |
| CASA ROMERO RENEWAL CENTER | |||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | 392016499 | 501(C)(3) | $10,000 | HELP SUPPORT YOUTH LEADERSHIP DEVELOPMENT PROGRAM |
| CATHEDRAL OF ST JOHN THE EVANGELIST | |||||||
| 831 N VAN BUREN ST | MILWAUKEE | WI | 53202 | 530196617 | 501(C)(3) | $12,668 | HELP SUPPORT THE OPEN DOOR CAFE AND OTHER PROGRAMS |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE | |||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53207 | 390806321 | 501(C)(3) | $47,141 | SUPPORT OF VARIOUS PROGRAMS |
| COLUMBIA ST MARY'S FOUNDATION | |||||||
| 2320 N LAKE DR | MILWAUKEE | WI | 53211 | 391494981 | 501(C)(3) | $30,000 | HELP FUND SERVICES AT ST. BEN'S CLINIC AT THE CATHEDRAL CENTER ($15,000) AND ASCENSION SETON DENTAL CLINIC ($15,000) |
| COMMONGROUND MINISTRY | |||||||
| PO BOX 26916 | WAUWATOSA | WI | 53226 | 392005369 | 501(C)(3) | $10,000 | OPERATIONS FOR ELENA'S HOUSE |
| CONGREGATION OF HOLY ANGELS | |||||||
| 138 N 8TH AVE | WEST BEND | WI | 53095 | 390826056 | 501(C)(3) | $52,397 | OPERATIONS FOR PARISH |
| CONGREGATION OF HOLY ANGELS SCHOOL TRUST FUND | |||||||
| 138 N 8TH AVE | WEST BEND | WI | 53095 | 390826056 | 501(C)(3) | $54,062 | SCHOOL TRUST FUND |
| COREEL CENTRO | |||||||
| 130 W BRUCE ST SUITE 300 | MILWAUKEE | WI | 53204 | 392042797 | 501(C)(3) | $15,000 | HELP SUPPORT INTEGRATIVE HEALTH PROGRAM |
| CROSIER FATHERS | |||||||
| PO BOX 500 | ONAMIA | MN | 563590500 | 410705826 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| DISMAS MINISTRY | |||||||
| PO BOX 070363 | MILWAUKEE | WI | 53207 | 391895019 | 501(C)(3) | $5,000 | HELP SUPPORT PRINTING OF RESOURCES FOR THE INCARCERATED AND THEIR FAMILIES |
| DIVINE MERCY SCHOOL | |||||||
| 695 COLLEGE AVE | SOUTH MILWAUKEE | WI | 53172 | 562339834 | 501(C)(3) | $5,600 | TUITION ASSISTANCE |
| DIVINE SAVIOR HOLY ANGELS HIGH SCHOOL | |||||||
| 4257 N 100TH ST | MILWAUKEE | WI | 53222 | 390929898 | 501(C)(3) | $19,465 | TUITION ASSISTANCE |
| DOMINICAN HIGH SCHOOL | |||||||
| 120 E SILVER SPRING DR | WHITEFISH BAY | WI | 53217 | 390914630 | 501(C)(3) | $14,380 | TUITION ASSISTANCE |
| EDMUNDITE MISSION | |||||||
| 1428 BROAD ST | SELMA | AL | 36701 | 630302130 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| FAMILY PROMISE OF WESTERN WAUKESHA COUNTY INC | |||||||
| 543 AJ ALLEN CIRCLE UNIT D | WALES | WI | 53183 | 455502675 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| FOUNDATION OF RELIGIOUS RETIREMENT | |||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | 391586621 | 501(C)(3) | $7,085 | OPERATIONAL SUPPORT |
| FRANSISCAN PEACEMAKERS | |||||||
| 128 W BURLEIGH ST | MILWAUKEE | WI | 53212 | 391891031 | 501(C)(3) | $15,000 | HELP SUPPORT CLARE COMMUNITY PROGRAM |
| THE GATHERING OF SOUTHEAST WISCONSIN | |||||||
| 804 E JUNEAU AVE | MILWAUKEE | WI | 53202 | 391891030 | 501(C)(3) | $15,000 | OPERATING SUPPORT FOR MEAL PROGRAM |
| GESU PARISH | |||||||
| PO BOX 459 | MILWAUKEE | WI | 53201 | 391799799 | 501(C)(3) | $7,905 | MEAL PROGRAM AND OPERATIONAL SUPPORT |
| GLENMARY SISTERS | |||||||
| PO BOX 22264 | OWENSBORO | KY | 42304 | 611203300 | 501(C)(3) | $5,080 | OPERATIONAL SUPPORT |
| HOLY FAMILY PARISH | |||||||
| 271 FOURTH STREET WAY | FOND DU LAC | WI | 54937 | 391998002 | 501(C)(3) | $6,410 | OPERATIONAL SUPPORT |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | 391585261 | 501(C)(3) | $9,000 | HELP SUPPORT GENERAL OPERATING EXPENSES |
| HOPES CENTER OF RACINE INC | |||||||
| 521 SIXTH ST | RACINE | WI | 53403 | 263080281 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY COURT | MILWAUKEE | WI | 53214 | 391345847 | 501(C)(3) | $5,000 | HELP SUPORT EMERGENCY FOOD FUND |
| JOHN PAUL II ACADEMY | |||||||
| 2023 NORTHWESTERN AVE | RACINE | WI | 53404 | 390818693 | 501(C)(3) | $29,380 | TUITION ASSISTANCE |
| JOURNEY HOUSE | |||||||
| 2110 W SCOTT ST | MILWAUKEE | WI | 53204 | 391203539 | 501(C)(3) | $10,000 | HELP SUPPORT ADULT EDUCATION |
| LIFE'S CONNECTION | |||||||
| 494 W MAIN ST | WAUKESHA | WI | 53149 | 453599266 | 501(C)(3) | $7,500 | HELP SUPPORT CARE PROGRAM |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | 390806251 | 501(C)(3) | $29,645 | SCHOLARSHIP PROGRAMS |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| PO BOX 302 | MARYKNOLL | NY | 10545 | 131740144 | 501(C)(3) | $8,168 | GENERAL SUPPORT |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 390806261 | 501(C)(3) | $10,000 | OPERATIONS FOR SATURDAY CLINIC FOR THE UNINSURED |
| MESSMER CATHOLIC SCHOOLS | |||||||
| 742 W CAPITOL DR | MILWAUKEE | WI | 53206 | 391482053 | 501(C)(3) | $20,000 | TUITION ASSISTANCE AND PROGRAMS |
| MILWAUKEE CHRISTIAN CENTER | |||||||
| 807 S 14TH ST | MILWAUKEE | WI | 53204 | 390807066 | 501(C)(3) | $10,000 | HELP SUPPORT HEALTHY SENIOR CHECK-UP PROGRAM |
| MISSIONARY OBLATES OF MARY IMMACULATE | |||||||
| 9480 N DEMAZENOD DR | BELLVILLE | IL | 62223 | 260634043 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| NEW THREADS OF HOPE | |||||||
| 3001 N 112TH ST | WAUWATOSA | WI | 53222 | 391674150 | 501(C)(3) | $9,000 | OPERATIONAL SUPPORT |
| NOTRE DAME SCHOOL OF MILWAUKEE | |||||||
| 1420 W SCOTT ST | MILWAUKEE | WI | 53204 | 391850760 | 501(C)(3) | $16,522 | HELP SUPPORT PROGRAMS & TUITION ASSISTANCE |
| PENFIELD CHILDREN'S CENTER | |||||||
| 833 N 26TH ST | MILWAUKEE | WI | 53233 | 391093701 | 501(C)(3) | $15,000 | OPERATIONS FOR SPECIAL CARE NURSERY |
| PHILIPPINE CULTURAL & CIVIV CENTER FOUNDATION INC | |||||||
| 535 N 27TH ST | MILWAUKEE | WI | 53208 | 391963082 | 501(C)(3) | $10,000 | HELP SUPPORT PHILIPPINE CENTER FREE MEDICAL CLINIC |
| PREVENT BLINDNESS WISCONSIN | |||||||
| 759 N MILWAUKEE ST STE 305 | MILWAUKEE | WI | 53202 | 396096227 | 501(C)(3) | $7,500 | HELP SUPPORT VISION SCREENING PROGRAM |
| PRIESTS OF THE SACRED HEART | |||||||
| PO BOX 900 | HALES CORNERS | WI | 53130 | 390836352 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| PROJECT RETURN INC | |||||||
| 2821 N 4TH ST STE 223 | MILWAUKEE | WI | 53212 | 391411980 | 501(C)(3) | $7,500 | OPERATIONAL SUPPORT |
| PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER | |||||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | 530196617 | 501(C)(3) | $25,000 | HELP SUPPORT HOUSE OF PEACE HOLIDAY FOOD BOX $10,000, AND SUPPORT ST. BEN'S COMMUNITY MEAL PROGRAM $15,000 |
| ST ANTHONY SCHOOL MILWAUKEE | |||||||
| 1727 S NINTH ST | MILWAUKEE | WI | 53204 | 390924288 | 501(C)(3) | $14,380 | CHROMEBOOKS AND CHARGING CARTS |
| ST BRUNO PARISH SCHOOL | |||||||
| 226 W OTTAWA AVE | DOUSMAN | WI | 53118 | 530196617 | 501(C)(3) | $10,000 | TUITION ASSISTANCE |
| ST CATHERINE HIGH SCHOOL | |||||||
| 1200 PARK AVE | RACINE | WI | 53403 | 530196617 | 501(C)(3) | $14,690 | TUITION ASSISTANCE |
| ST ELIZABETH ANN SETON CATHOLIC SCHOOL | |||||||
| 814 SUPERIOR AVE | SHEBOYGAN | WI | 53081 | 455179843 | 501(C)(3) | $5,000 | UPPER LEVEL AND EARLY CHILDHOON BOOK SETS |
| SAINT FRANCIS DE SALES SEMINARY | |||||||
| 3257 S LAKE DR | ST FRANCIS | WI | 53235 | 390806358 | 501(C)(3) | $47,068 | HELP SUPPORT EDUCATION OF NEW SEMINARIANS |
| ST FRANCIS OF ASSISI PARISH | |||||||
| 1927 N VEL R PHILLIPS AVE | MILWAUKEE | WI | 53212 | 530196617 | 501(C)(3) | $13,000 | HELP SUPPORT HOUSING AND UTILITY COSTS FOR MATC STUDENTS |
| ST GREGORY THE GREAT PARISH SCHOOL | |||||||
| 3132 S 63RD ST | MILWAUKEE | WI | 53215 | 390928073 | 501(C)(3) | $7,200 | TUITION ASSISTANCE |
| ST JOAN ANTIDA HIGH SCHOOL | |||||||
| 1341 N CASS ST | MILWUAKEE | WI | 53202 | 391570748 | 501(C)(3) | $14,380 | HELP SUPPORT TRANSITIONAL SUMMER PROGRAM |
| ST JOHN THE EVANGELIST SCHOOL | |||||||
| 8500 W COLDSPRING RD | GREENFIELD | WI | 53228 | 396060991 | 501(C)(3) | $5,600 | TUITION ASSISTANCE |
| ST JOSEPH PARISH SCHOOL | |||||||
| S89W22650 MILWAUKEE AVE | BIG BEND | WI | 53103 | 390943446 | 501(C)(3) | $12,941 | OPERATIONAL SUPPORT AND TUITION ASSISTANCE |
| ST LAWRENCE SEMINARY | |||||||
| 301 CHURCH ST | MOUNT CALVARY | WI | 53057 | 390807050 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| ST LEONARD PARISH SCHOOL | |||||||
| W173S7777 WESTWOOD DR | MUSKEGO | WI | 53150 | 390939900 | 501(C)(3) | $23,142 | LEVELED READING PROGRAM |
| ST MATTHEW PARISH SCHOOL | |||||||
| 9329 S CHICAGO RD | OAK CREEK | WI | 53154 | 530196617 | 501(C)(3) | $12,600 | TUITION ASSISTANCE |
| ST THOMAS MORE HIGH SCHOOL | |||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 53207 | 391163083 | 501(C)(3) | $24,380 | $14,380 FOR ACADEMIC SUPPORT SERVICES, $10,000 FOR TUITION ASSISTANCE |
| ST VINCENT DE PAUL SOCIETY OF MILWAUKEE | |||||||
| 9601 W SILVER SPRING DR | MILWAUKEE | WI | 53225 | 390806406 | 501(C)(3) | $10,000 | HELP SUPPORT MEAL PROGRAM |
| SALESIAN MISSIONS | |||||||
| 2 LEFEVRE LANE | NEW ROCHELLE | NY | 108015710 | 800522035 | 501(C)(3) | $13,248 | OPERATIONAL SUPPORT |
| SALVATORIAN MISSION WAREHOUSE | |||||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | 390806210 | 501(C)(3) | $19,220 | OPERATIONAL SUPPORT |
| SCHOOL SISTERS OR NOTRE DAME | |||||||
| 13105 WATERTOWN PLANK RD | ELM GROVE | WI | 531222291 | 390806379 | 501(C)(3) | $29,748 | OPERATIONAL SUPPORT AND NURSE HOURS FOR FOR RETIREMENT CENTER |
| SCHOOL SISTERS OF ST FRANCIS | |||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | 391594407 | 501(C)(3) | $10,000 | HELP SUPPORT SISTERS PROGRAM SOUTH |
| SENIOR COMPANION PROGRAMINC | |||||||
| 521 SIXTH ST | RACINE | WI | 53403 | 455453986 | 501(C)(3) | $8,000 | HELP SUPPORT OPERATIONS AND PROGRAMMING FOR ELDERLY |
| SERENITY INNS | |||||||
| PO BOX 26887 | MILWAUKEE | WI | 532266887 | 412034019 | 501(C)(3) | $6,000 | HELP SUPPORT RESIDENTIAL DRUG TREATMENT SERVICES FOR MEN |
| SETON CATHOLIC SCHOOLS | |||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53207 | 475493941 | 501(C)(3) | $14,400 | TUITION ASSISTANCE |
| SISTERS OF ST FRANCIS OF ASSISI | |||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | 390806271 | 501(C)(3) | $13,248 | OPERATIONAL SUPPORT |
| SISTERS OF THE DIVINE SAVIOR | |||||||
| 4311 N 100TH ST | MILWAUKEE | WI | 53222 | 396054869 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER | |||||||
| 1337 S CESAR CHAVEZ DR | MILWAUKEE | WI | 53204 | 391180475 | 501(C)(3) | $15,000 | HELP SUPPORT BILINGUAL ASTHMA SELF-MANAGEMENT PROGRAM |
| SOARING EAGLE | |||||||
| PO DRAWER 879 | BILLINGS | MT | 591030879 | 841409114 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| SOCIETY OF THE DIVINE SAVIOR | |||||||
| 1735 N HI-MOUNT BLVD | MILWAUKEE | WI | 53208 | 390806210 | 501(C)(3) | $26,547 | OPERATIONAL SUPPORT FOR SALVATORIAN PRIESTS & BROTHERS |
| SOJOURNER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53213 | 465489434 | 501(C)(3) | $10,000 | HELP SUPPORT SOJOURNER TRUTH HOUSE AND FAMILY PEACE CENTER |
| TRINITY MISSIONS | |||||||
| 9001 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | 520591670 | 501(C)(3) | $8,168 | OPERATIONAL SUPPORT |
| UNITED COMMUNITY CENTER | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | 391146191 | 501(C)(3) | $10,000 | HELP SUPPORT THE SCHOOL HEALTH CENTER |
| VISION FORWARD ASSOCIATION | |||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | 390808506 | 501(C)(3) | $15,000 | HELP SUPPORT VISION REHABILITATION THERAPY PROGRAMS |
| WAUKESHA CATHOLIC SCHOOL SYSTEM | |||||||
| 221 S HARTWELL AVE | WAUKESHA | WI | 53186 | 391688421 | 501(C)(3) | $13,560 | HELP SUPPORT SIMULTANEOUS INTERPRETATION EQUIPMENT |
| WHEATON FRANCISCAN ST JOSEPH FOUNDATION | |||||||
| 5000 W CHAMBERS ST | MILWAUKEE | WI | 53210 | 391636804 | 501(C)(3) | $10,000 | HELP SUPPORT SAFE PLACE FOR NEWBORNS PROGRAM |
| WHEATON FRANCISCAN HEALTHCARE FOUNDATION FOR ST FRANCIS AND FRANKLIN | |||||||
| 3237 S 16TH ST | MILWAUKEE | WI | 53215 | 320135258 | 501(C)(3) | $10,000 | HELP SUPPORT ANGEL OF HOPE CLINIC AT HOPE HOUSE |
| WOMEN'S CARE CENTER OF MILWAUKEE | |||||||
| 1441 N FARWELL AVE | MILWAUKEE | WI | 53202 | 814537878 | 501(C)(3) | $17,098 | HELP SUPPORT OPERATIONS |
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 | $176,775 | 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 | $12,374 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,658 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $209,807 | 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 |