ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC: Form 990, tax year 2014
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- Organization
- ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC (EIN 39-2005163)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-25
- IRS object ID
- 201620859349300137
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-25T15:43:36-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | CATHOLIC 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 ERIE STREET | 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 | 2016-03-22 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $8,138,253 | 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 | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $623,786 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,446,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $177,692 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $232,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,661,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,194,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,911 | PYOtherRevenueAmt |
| CY Other Revenue | $45,675 | CYOtherRevenueAmt |
| PY Total Revenue | $2,508,751 | PYTotalRevenueAmt |
| CY Total Revenue | $2,919,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $754,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $841,378 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $319,572 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $347,853 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $167,921 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $277,774 | PYOtherExpensesAmt |
| CY Other Expenses | $285,834 | CYOtherExpensesAmt |
| PY Total Expenses | $1,352,096 | PYTotalExpensesAmt |
| CY Total Expenses | $1,475,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,156,655 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,444,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,147,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,704,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,482,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,841,872 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,664,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,862,889 | 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 | $915,664 | ExpenseAmt |
| Grant | $841,378 | GrantAmt |
| Revenue | $232,774 | RevenueAmt |
| Desc | THE FOUNDATION DISTRIBUTED $841,378 TO 105 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2014/2015 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 | $915,664 | 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 | 0 | 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 | 0 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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) | $133,442 | $0 | $12,346 |
| PATTI VAN KAMPEN | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID MORRIS | ||||||
| VICE PRESIDENT/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN HERBERS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| F JON BARANKO | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA ALDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THUY BARRON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE A BLUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA ANNE CUSACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS J FISCHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL JANASIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY KEYES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MAREK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAMELA M MEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN M RIEGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN STAPLETON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM J WIENSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,442 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,085 | FundraisingAmt |
| All Other Contributions | $1,431,776 | AllOtherContributionsAmt |
| Total Contributions | $1,446,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $232,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $232,774 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $232,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,385 | TotalRevenueColumnAmt |
| Exclusion | $418,385 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,979,473 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,203,673 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $775,800 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $775,800 | TotalRevenueColumnAmt |
| Exclusion | $775,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,760 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,085 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,085 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,675 | TotalRevenueColumnAmt |
| Exclusion | $45,675 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,919,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $232,774 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,239,860 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,378 | TotalAmt |
| Program Services | $841,378 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,619 | TotalAmt |
| Management And General | $40,905 | ManagementAndGeneralAmt |
| Fundraising | $122,714 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,438 | TotalAmt |
| Program Services | $45,730 | ProgramServicesAmt |
| Management And General | $63,708 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,147 | TotalAmt |
| Program Services | $4,173 | ProgramServicesAmt |
| Management And General | $6,624 | ManagementAndGeneralAmt |
| Fundraising | $7,350 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,671 | TotalAmt |
| Program Services | $19,679 | ProgramServicesAmt |
| Management And General | $18,992 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,978 | TotalAmt |
| Program Services | $4,704 | ProgramServicesAmt |
| Management And General | $6,974 | ManagementAndGeneralAmt |
| Fundraising | $6,300 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,990 | TotalAmt |
| Management And General | $1,990 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Management And General | $11,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,991 | TotalAmt |
| Management And General | $171,991 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,688 | TotalAmt |
| Management And General | $5,188 | ManagementAndGeneralAmt |
| Fundraising | $9,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,133 | TotalAmt |
| Management And General | $3,425 | ManagementAndGeneralAmt |
| Fundraising | $2,708 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,674 | TotalAmt |
| Management And General | $10,674 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,553 | TotalAmt |
| Management And General | $41,553 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717 | TotalAmt |
| Management And General | $717 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,687 | TotalAmt |
| Management And General | $1,687 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,471 | TotalAmt |
| Management And General | $3,471 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,581 | TotalAmt |
| Management And General | $2,581 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND RAISING EVENTS | Desc |
| Total | $19,349 | TotalAmt |
| Fundraising | $19,349 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,475,065 | TotalAmt |
| Program Services | $915,664 | ProgramServicesAmt |
| Management And General | $391,480 | ManagementAndGeneralAmt |
| Fundraising | $167,921 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,354 | BOYAmt |
| EOY | $163,755 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,858 | BOYAmt |
| EOY | $111,420 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,024 | BOYAmt |
| EOY | $4,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,289 | BOYAmt |
| EOY | $14,818 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,666,515 | BOYAmt |
| EOY | $71,226,700 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,011,449 | BOYAmt |
| EOY | $16,183,834 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,147,489 | BOYAmt |
| EOY | $87,704,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,429 | BOYAmt |
| EOY | $248,542 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,263,177 | BOYAmt |
| EOY | $60,593,330 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,482,606 | BOYAmt |
| EOY | $60,841,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,583,248 | BOYAmt |
| EOY | $18,194,253 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,081,635 | BOYAmt |
| EOY | $8,668,636 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,664,883 | BOYAmt |
| EOY | $26,862,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,147,489 | BOYAmt |
| EOY | $87,704,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,444,430 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,246,424 | 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 | $1,392,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,202,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,620,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $669,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,492,536 | CurrentTaxYearAmt |
| Total | $8,376,493 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,392,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,202,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,620,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $669,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,492,536 | CurrentTaxYearAmt |
| Total | $8,376,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,376,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $448,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418,385 | CurrentTaxYearAmt |
| Total | $1,839,531 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,774 | CurrentTaxYearAmt |
| Total | $814,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,030,485 | TotalSupportAmt |
| Public Support CY170 | 0.75940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74660 | 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 | 11 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 27 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $165,716 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,340,671 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $155,575 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $685,803 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,639,849 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $22,221,377 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,930,188 | BeginningYearBalanceAmt |
| Contributions | $668,596 | ContributionsAmt |
| Investment Earnings Or Losses | $4,108,043 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $754,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $172,389 | OtherExpendituresAmt |
| Administrative Expenses | $238,786 | AdministrativeExpensesAmt |
| End Year Balance | $26,540,903 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,056,587 | BeginningYearBalanceAmt |
| Contributions | $1,619,402 | ContributionsAmt |
| Investment Earnings Or Losses | $2,259,028 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $635,505 | GrantsOrScholarshipsAmt |
| Other Expenditures | $157,440 | OtherExpendituresAmt |
| Administrative Expenses | $211,884 | AdministrativeExpensesAmt |
| End Year Balance | $22,930,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,521,274 | BeginningYearBalanceAmt |
| Contributions | $3,198,214 | ContributionsAmt |
| Investment Earnings Or Losses | $179,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $527,532 | GrantsOrScholarshipsAmt |
| Other Expenditures | $135,207 | OtherExpendituresAmt |
| Administrative Expenses | $180,068 | AdministrativeExpensesAmt |
| End Year Balance | $20,056,587 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,488,263 | BeginningYearBalanceAmt |
| Contributions | $1,391,650 | ContributionsAmt |
| Investment Earnings Or Losses | $3,518,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $578,131 | GrantsOrScholarshipsAmt |
| Other Expenditures | $137,115 | OtherExpendituresAmt |
| Administrative Expenses | $161,921 | AdministrativeExpensesAmt |
| End Year Balance | $17,521,274 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | 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 | $82,359 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $67,541 | DepreciationAmt |
| Book Value | $14,818 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,818 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMODITIES AND INFLATION HEDGES | $241,002 | F |
| REAL ESTATE PARTNERSHIP | $834,422 | F |
| COMMINGLED INVESTMENT POOL | $11,892,108 | F |
| HEDGE COMPOSITE | $3,216,302 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,183,834 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,501,080 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,246,424 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,246,424 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,747,504 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $171,991 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $171,991 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,919,495 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,303,074 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,303,074 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $171,991 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $171,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,475,065 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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. 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 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, 2015. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE FOUNDATION IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. GENERALLY, FOR WISCONSIN INCOME TAXES, THE FOUNDATION IS ONLY SUBJECT TO EXAMINATIONS FOR CURRENT YEAR'S TAX RETURN AND THE PRECEDING FOUR YEARS' RETURNS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $75,845 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,085 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,760 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,480 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,675 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,930 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $75,845 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,085 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,760 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,480 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,675 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,930 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,085 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,675 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (67 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS CATHOLIC SCHOOL | |||||||
| 7400 39TH AVE | KENOSHA | WI | 53140 | 300690831 | 501(C)(3) | $5,000 | HELP SUPPORT THE BEFORE/AFTER SCHOOL PROGRAM |
| ARCHDIOCESE OF MILWAUKEE | |||||||
| 3501 S LAKE DR PO BOX 070912 | MILWAUKEE | WI | 53207 | 390807221 | 501(C)(3) | $61,800 | SUPPORT OF VARIOUS PROGRAMS |
| BENEDICT CENTER | |||||||
| 135 W WELLS ST SUITE 700 | MILWAUKEE | WI | 53203 | 391226475 | 501(C)(3) | $10,000 | HELP SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM'S ALCOHOL AND OTHER DRUG ADDICTION COUNSELING |
| BREAD OF HEALING CLINIC | |||||||
| 1821 NORTH 16TH ST | MILWAUKEE | WI | 53205 | 810669867 | 501(C)(3) | $5,000 | HELP PROVIDE MEDICATIONS INCLUDING INSULIN AND ASTHMA INHALERS FOR UNINSURED PATIENTS TO MANAGE DIABETES/ASTHMA |
| CASA ROMERO RENEWAL CENTER | |||||||
| 423 W BRUCE ST | MILWAUKEE | WI | 53204 | 392016499 | 501(C)(3) | $7,500 | HELP PROVIDE SCHOLARSHIPS FOR IGNITE YOUTH LEADERSHIP PROGRAM |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE | |||||||
| 3501 S LAKE DR PO BOX 070912 | MILWAUKEE | WI | 53207 | 390806321 | 501(C)(3) | $24,200 | SUPPORT OF VARIOUS PROGRAMS |
| CATHOLIC MEMORIAL HIGH SCHOOL | |||||||
| 601 E COLLEGE AVE | WAUKESHA | WI | 53186 | 390964819 | 501(C)(3) | $13,000 | VARIOUS PROGRAMS\ |
| COLLEGE POSSIBLE | |||||||
| 1515 N RIVERCENTER DR SUITE 105 | MILWAUKEE | WI | 53212 | 411968798 | 501(C)(3) | $6,000 | HELP SUPPORT PROGRAM OFFERING ST. ANTHONY HS STUDENTS RESOURCES NEEDED TO EARN COLLEGE ADMISSION |
| COLUMBIA ST MARYS FOUNDATION | |||||||
| HERITAGE CENTER 2320 N LAKE DR | MILWAUKEE | WI | 53211 | 391494981 | 501(C)(3) | $20,000 | HELP FUND SERVICES AT ST. BEN'S CLINIC AT THE CATHEDRAL CENTER ($10,000) AND ST. ELIZABETH ANN SETON DENTAL CLINIC ($10,000) |
| COMMONGROUND MINISTRY | |||||||
| PO BOX 26916 | WAUWATOSA | WI | 53226 | 392005369 | 501(C)(3) | $7,500 | OPERATIONS FOR ELENA'S HOUSE |
| CONGREGATION OF HOLY ANGELS | |||||||
| 138 N 8TH AVE | WEST BEND | WI | 53095 | 390826056 | 501(C)(3) | $23,085 | OPERATIONS FOR PARISH |
| COREEL CENTRO | |||||||
| 130 W BRUCE ST SUITE 300 | MILWAUKEE | WI | 53204 | 392042797 | 501(C)(3) | $10,000 | HELP SUPPORT INTEGRATIVE HEALTH PROGRAM |
| DIVINE MERCY SCHOOL | |||||||
| 695 COLLEGE AVENUE | SOUTH MILWAUKEE | WI | 53172 | 562339834 | 501(C)(3) | $14,016 | TUITION ASSISTANCE |
| DOMINICAN HIGH SCHOOL | |||||||
| 120 E SILVER SPRING DR | WHITEFISH BAY | WI | 53217 | 390914630 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| FOUNDATION FOR RELIGIOUS RETIREMENT | |||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | 391586621 | 501(C)(3) | $10,580 | OPERATIONAL SUPPORT |
| FRANCISCAN PEACEMAKERS | |||||||
| 128 W BURLEIGH ST | MILWAUKEE | WI | 53212 | 391891031 | 501(C)(3) | $10,000 | 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 |
| THE GUEST HOUSE | |||||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | 391539301 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT FOR EMERGENCY SHELTER FOR MEN |
| HOLY ANGELS SCHOOL TRUST FUND | |||||||
| 138 N 8TH AVE | WEST BEND | WI | 53095 | 390826056 | 501(C)(3) | $22,510 | SUPPORT FOR THE SCHOOL TRUST FUND |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | 391585261 | 501(C)(3) | $10,000 | GENERAL SUPPORT OF DAY SHELTER FOR PEOPLE IN WAUKESHA COUNTY |
| INSPIRIO YOUTH MINISTRIES INC | |||||||
| W332 N6786 COUNTY RD C | NASHOTAH | WI | 53058 | 391467001 | 501(C)(3) | $7,500 | HELP SUPPORT CHRISTIAN LEADERSHIP DEVELOPMENT OF YOUTH INITIATIVE |
| JOHN PAUL II ACADEMY | |||||||
| 2023 NORTHWESTERN AVE | RACINE | WI | 53404 | 390818693 | 501(C)(3) | $13,350 | TUITION ASSISTANCE |
| KATHYS HOUSE | |||||||
| 600 NORTH 103RD ST | MILWAUKEE | WI | 53226 | 392022115 | 501(C)(3) | $5,000 | GENERAL SUPPORT- FACILITY FOR OUTPATIENTS/CAREGIVERS TENDING FAMILY PATIENTS IN A MILW. HOSPITAL |
| LIFES CONNECTION | |||||||
| 307 S ROCHESTER ST | MUKWONAGO | WI | 53149 | 453599266 | 501(C)(3) | $5,000 | HELP SUPPORT OUTREACH PROGRAM SERVICES FOR WOMEN |
| LUMEN CHRISTI CONGREGATION | |||||||
| 11300 NORTH ST JAMES LANE | MEQUON | WI | 53092 | 161726107 | 501(C)(3) | $7,900 | VARIOUS PROGRAMS |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(C)(3) | $14,375 | VARIOUS PROGRAMS |
| MARQUETTE UNIVERSITY HIGH SCHOOL | |||||||
| 3401 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | 390806826 | 501(C)(3) | $6,000 | TUITION ASSISTANCE AND 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) | $10,000 | TUITION ASSISTANCE FOR ST. ROSE AND ST. LEO SCHOOL STUDENTS |
| MILWAUKEE CENTER FOR INDEPENDENCE | |||||||
| 2020 W WELLS ST | MILWAUKEE | WI | 53233 | 390806257 | 501(C)(3) | $5,000 | HELP SUPPORT WHOLE HEALTH THERAPIES PROGRAM |
| MILWAUKEE CHRISTIAN CENTER | |||||||
| 807 S 14TH ST | MILWAUKEE | WI | 53204 | 390807066 | 501(C)(3) | $10,000 | HELP SUPPORT HEALTHY SENIOR CHECK-UP PROGRAM & FITNESS SERIES |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | |||||||
| PO BOX 18441 | MILWAUKEE | WI | 53218 | 900103323 | 501(C)(3) | $10,000 | OPERATIONS FOR PROGRAMS TO ASSIST HOMELESS AND LOW INCOME VETERANS IN MILWAUKEE |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 NORTH 19TH ST | MILWAUKEE | WI | 53233 | 390816851 | 501(C)(3) | $5,000 | HELP PROVIDE SERVICES FOR HOMELESS PEOPLE |
| MY HOME YOUR HOME INC | |||||||
| 6200 W CENTER ST | MILWAUKEE | WI | 53210 | 391774893 | 501(C)(3) | $10,000 | OPERATIONS FOR LISSY'S PLACE, HAVEN FOR HOMELESS/ABUSED WOMEN |
| NEAR SOUTH SIDE CATHOLIC SCHOOLS ASSOCIATION | |||||||
| 2059 S 33RD ST | MILWAUKEE | WI | 53215 | 391570183 | 501(C)(3) | $12,500 | SUPPORT FOR COMMUNITY SCHOOL NURSE PROGRAM |
| NOTRE DAME SCHOOLS OF MILWAUKEE | |||||||
| 1420 W SCOTT ST | MILWAUKEE | WI | 53204 | 391850760 | 501(C)(3) | $11,410 | HELP SUPPORT AFTER SCHOOL ENRICHMENT PROGRAM & TUITION SUPPORT |
| PENFIELD CHILDRENS CENTER | |||||||
| 833 N 26TH ST | MILWAUKEE | WI | 53233 | 391093701 | 501(C)(3) | $10,000 | OPERATIONS FOR SPECIAL CARE NURSERY |
| PETAWA RESIDENCE AND CULTURAL CENTER | |||||||
| 1331 N ASTOR ST | MILWAUKEE | WI | 53202 | 391987362 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT |
| PIUS XI HIGH SCHOOL PERFORMING ARTS ACADEMY | |||||||
| 135 N 76TH ST | MILWAUKEE | WI | 53213 | 530196617 | 501(C)(3) | $9,708 | HELP SUPPORT PERFORMING ARTS ACADEMY PROGRAMS |
| PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER | |||||||
| 1702 W WALNUT ST PO BOX 05656 | MILWAUKEE | WI | 53205 | 530196617 | 501(C)(3) | $27,000 | SUPPORT HOUSE OF PEACE HOLIDAY FOOD BASKETS($12,000) AND ST. BEN'S COMMUNITY MEAL PROGRAM ($15,000) |
| ST ANDREW PARISH SCHOOL | |||||||
| 115 SOUTH 7TH ST | DELAVAN | WI | 53115 | 391757756 | 501(C)(3) | $10,000 | TUITION ASSISTANCE FUND |
| ST ANTHONY SCHOOL MILWAUKEE | |||||||
| 1727 SOUTH 9TH ST | MILWAUKEE | WI | 53204 | 390924288 | 501(C)(3) | $7,500 | HELP SUPPORT THE PADRE PIO CLINIC'S SPECIALIZED SPEECH THERAPY SERVICES |
| ST BRUNO PARISH SCHOOL | |||||||
| 246 W OTTAWA AVE | DOUSMAN | WI | 53118 | 530196617 | 501(C)(3) | $10,000 | SCHOOL TUITION ASSISTANCE FUND |
| ST CATHERINE HIGH SCHOOL | |||||||
| 1200 PARK AVE | RACINE | WI | 53403 | 530196617 | 501(C)(3) | $6,675 | TUITION ASSISTANCE |
| ST FRANCIS DE SALES PARISH SCHOOL | |||||||
| 130 MAIN ST | LAKE GENEVA | WI | 53147 | 390852955 | 501(C)(3) | $9,000 | PURCHASE OF BOOKS |
| SAINT FRANCIS DE SALES SEMINARY | |||||||
| 3257 S LAKE DR | ST FRANCIS | WI | 53235 | 390806358 | 501(C)(3) | $38,830 | HELP SUPPORT EDUCATION OF NEW SEMINARIANS |
| ST GREGORY THE GREAT SCHOOL | |||||||
| 3132 S 63RD ST | MILWAUKEE | WI | 53219 | 390928073 | 501(C)(3) | $6,000 | TUITION ASSISTANCE AND PURCHASE OF BOOKS |
| ST JOAN ANTIDA HIGH SCHOOL | |||||||
| 1341 N CASS ST | MILWAUKEE | WI | 53202 | 530196617 | 501(C)(3) | $10,000 | HELP SUPPORT THE SCHOOL'S WOMEN IN ENGINEERING, BRIDGE-TO-COLLEGE STEM PROGRAM |
| ST JOHN THE EVANGELIST SCHOOL | |||||||
| 8500 W COLDSPRING RD | GREENFIELD | WI | 53228 | 396060991 | 501(C)(3) | $5,600 | TUITION ASSISTANCE |
| ST JOHN THE EVANGELIST CATHEDRAL | |||||||
| 831 N VAN BUREN ST | MILWAUKEE | WI | 53202 | 530196617 | 501(C)(3) | $10,000 | OPERATIONS FOR OPEN DOOR CAF MEAL PROGRAM |
| ST MARTIN OF TOURS PARISH SCHOOL | |||||||
| 7933 SOUTH 116TH ST | FRANKLIN | WI | 53132 | 530196617 | 501(C)(3) | $10,000 | HELP SUPPORT TUITION ANGELS PROGRAM |
| ST MARY CATHOLIC SCHOOL | |||||||
| 225 W STATE ST | BURLINGTON | WI | 53105 | 530196617 | 501(C)(3) | $7,500 | HELP SUPPORT PURCHASE OF CHROMEBOOKS |
| ST ROBERT CATHOLIC CHURCH | |||||||
| 4019 N FARWELL AVE | SHOREWOOD | WI | 53211 | 390851410 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| SAINT THOMAS MORE HIGH SCHOOL | |||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 53207 | 391163083 | 501(C)(3) | $17,832 | HELP SUPPORT STEUBENVILLE YOUTH CONFERENCE PARTICIPATION & TUITION ASSISTANCE |
| ST VINCENT DE PAUL SOCIETY OF MILWAUKEE | |||||||
| 9601 W SILVER SPRING DR | MILWAUKEE | WI | 53225 | 390806406 | 501(C)(3) | $10,000 | OPERATIONS FOR MEAL PROGRAM |
| SALVATORIAN MISSION WAREHOUSE | |||||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | 390806210 | 501(C)(3) | $16,740 | OPERATIONAL SUPPORT |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| 13105 WATERTOWN PLANK ROAD | ELM GROVE | WI | 53122 | 390806379 | 501(C)(3) | $16,425 | OPERATIONAL SUPPORT AND NURSE HOURS FOR RETIREMENT CENTER |
| SET MINISTRY | |||||||
| 2977 N 50TH ST | MILWAUKEE | WI | 53210 | 391618277 | 501(C)(3) | $7,500 | HELP SUPPORT PARENTS CLUBS-FAMILY EMPOWERMENT PROGRAMS |
| SHARP LITERACY | |||||||
| 5775 N GLEN PARK RD | MILWAUKEE | WI | 53209 | 391963963 | 501(C)(3) | $7,500 | HELP SUPPORT LITERACY PROGRAM |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER | |||||||
| 1337 S CESAR CHAVEZ DR | MILWAUKEE | WI | 53204 | 391180475 | 501(C)(3) | $7,500 | HELP SUPPORT BILINGUAL ASTHMA SELF MANAGEMENT PROGRAM |
| UNITED COMMUNITY CENTER | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | 391146191 | 501(C)(3) | $7,500 | ELDERLY SUPPORT AT SENIOR CENTER |
| VISION FORWARD ASSOCIATION | |||||||
| 912 NORTH HAWLEY RD | MILWAUKEE | WI | 53213 | 390808506 | 501(C)(3) | $10,000 | HELP SUPPORT VISION REHABILITATION THERAPY PROGRAMS |
| WAUKESHA CATHOLIC SCHOOL SYSTEM | |||||||
| 221 S HARTWELL AVE | WAUKESHA | WI | 53186 | 391688421 | 501(C)(3) | $7,716 | HELP SUPPORT MATH ASSESSMENT & INTERVENTION PROGRAMS |
| WHEATON FRANCISCAN HEALTHCARE FOUNDATION FOR ST FRANCIS AND FRANKLIN | |||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 320135258 | 501(C)(3) | $7,500 | HELP SUPPORT MENTAL & BEHAVIORAL HEALTH THERAPEUTIC RESOURCE PROGRAM |
| WHEATON FRANCISCAN HEALTHCARE ST JOSEPH FOUNDATION | |||||||
| 5000 W CHAMBERS ST | MILWAUKEE | WI | 53213 | 391636804 | 501(C)(3) | $10,000 | HELP SUPPORT SAFE PLACE FOR NEWBORNS PROGRAM |
| WOMENS CARE CENTER | |||||||
| 1441 N FARWELL AVE | MILWAUKEE | WI | 53202 | 351609945 | 501(C)(3) | $15,000 | COUNSELING AND ULTRASOUNDS |
| WOMENS SUPPORT CENTERS OF MILWAUKEE | |||||||
| 2051 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | 262079235 | 501(C)(3) | $5,000 | OPERATING SUPPORT FOR CRISIS PREGNANCY CENTER AND MEDICAL CLINIC |
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 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 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 |
| 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. |