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Page 1: 2014 ANNUAL REPORT - thecatholiccommunityfoundation.orgthecatholiccommunityfoundation.org/.../2017/07/TCCF-2014-Annual-… · Welcome to our 2014 annual report! This year’s theme

together for

2014 ANNUAL REPORT

Page 2: 2014 ANNUAL REPORT - thecatholiccommunityfoundation.orgthecatholiccommunityfoundation.org/.../2017/07/TCCF-2014-Annual-… · Welcome to our 2014 annual report! This year’s theme

Since 2001, The Catholic Community Foundation

has supported effective philanthropy

in Southeastern Wisconsin through

two main roles:

• Helping donors establish permanent charitable

funds to create long-lasting support for the

causes they care about

• Offering parishes, schools and other Catholic

organizations cost-effective, socially responsible

investment management to keep endowment

assets growing

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

together for

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

Community Foundation’s enduring commitment to the Church’s mission, as well

as our donors’ desire to create lasting support for the causes they care about.

The Catholic Community Foundation is…

Good for the community.Our donors and the Foundation help make life better for children and families,

and for people of all ages who face poverty, discrimination and violence.

Good for donors. We make philanthropy easy. Our professionals evaluate requests, recommend

grants and review performance to ensure donors’ gifts are used wisely.

Good for parishes and other Catholic organizations.Schools, parishes and other organizations rely on our cost-effective, socially

responsible investment management to keep their assets growing.

Good for grant recipients.We change lives daily with grants to a wide range of charitable organizations,

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

As a not-for-profit 501(c)(3) corporation, the Foundation is independent of the Archdiocese

of Milwaukee. Our board of directors includes Catholic religious and community leaders.

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

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

Let us show you the power of sophisticated investment management and

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

Mary Ellen Markowski Patricia L. Van Kampen

President Chairperson of the Board

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for the community

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

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

GOOD2

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

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

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

widely varying viewpoints.

“The Catholic Community Foundation has opened its doors to parishes, and they have

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

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

The board invited Foundation President Mary Ellen Markowski to visit St. Bruno’s, talk

through the Foundation’s services and answer tough questions. Ultimately, after yet

another long work session, they chose to have the Foundation manage

St. Bruno’s endowment.

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

“We get our statements, see the returns, and let it keep growing,” he says. “The

Foundation has taken all the headaches out of the process.” While the market has

undeniable ups and downs, Fr. Gross says investing through The Catholic Community

Foundation makes it easier to ride out the market changes.

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

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

beat that.”

He suggests that other parishes consider using the Foundation as an investment

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

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

have to do it!”

There are more smiling faces at St. Bruno Parish in Dousman thanks to The Catholic Community

Foundation. Our investment management services keep the parish endowment assets

growing, freeing the endowment board for other work.

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St. Bruno Parish School reflects the small

population of Dousman. Just over 80 students

in grades K4 to 8 pursue academic excellence

within a faith-filled environment. The parish

and school work together to bring Catholic

education to the entire community.

“We’re so happy that we’re able to serve all families, even if they

don’t have financial resources,” Fr. Gross says. “But the need for

tuition assistance has grown immensely over the last few years.

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

He says that with a smaller student body, the percentage of

students who need assistance is rising. This year, 17 students

needed assistance, for a total cost of more than $30,000.

For the last two years, part of that cost has been covered through

grants from The Catholic Community Foundation, awarded in

accordance with the Foundation’s priorities, one of which is to

promote Catholic education. The school also holds a yearly golf

outing and a fundraising auction. Fr. Gross says, “We ask families

with financial resources to share.”

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

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

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

for sure.”

He says the school is determined to bring the benefits of a Catholic education to all

who seek it. “We hope and pray that the Foundation can assist us again.” n

St. Bruno’s excellent Catholic grade school offers

students the ability to celebrate their faith every day

while honing their academic skills. Tuition assistance

grants from the Foundation help keep that Catholic

education accessible to all.

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Reflecting Dousman’s small population, just over 80 students attend the parish school. Grants made through The Catholic Community Foundation help ensure that students can continue to be guided by God’s light.

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for donorsGOOD

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

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n Joseph F. and Catherine M. Bennett Family Fund

n Fred and Karen Bersch Family Fund

n Bishop Brust Memorial Fund

n Building the Faith General Fund

n James and Mary Crewe Rome Fund

n Reverend Leslie Darnieder Scholarship Fund

n Sarah M. Dean Fund

n DePorres Scholarship Fund

n Directors Legacies of Faith Fund

n Henry and Francine Ducat Fund

n Education Endowment Fund

n Carl and Ethel Groth Endowment Fund

n Brian D. Hanley Fund

n Father Gerald B. Hauser and John and Ruth Kegel Priesthood Scholarship Fund

n John C. (Jack) and Hildegard A. Heegeman Scholarship Fund

n RWH and EMH Estate Fund

n JCC Fund

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

n Judith A. Keyes Family Fund

n Audrey J. Komarek Fund

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

n Mission Fund

n St. Aemilian Fund

n St. Anthony Fund

n St. Gerard Association Endowed Scholarship Fund

n Marilyn C. Schmit, Ph.D. Fund

n Allen and Diane Spaeth Charitable Fund

n Archbishop Rembert G. Weakland Fund

n Whelandale Trust

n Charles and Sara Wieber Family Fund

n Yaniak Fund

DONOR FUNDS within the foundation Through the Foundation, you can give to a Catholic

cause or causes that further the Church’s mission,

primarily in Southeastern Wisconsin. Your gift is

invested in a permanent endowment, from which we

award grants each year. Choose from the following

fund types, naming your fund to reflect your

philanthropic purpose.

Advised Fund

You recommend charitable organizations for grants, with the

option to change recipients from year to year. Advised funds

may offer you more advantages than a private foundation.

Designated Fund

You create a fund to benefit one or more specific

charitable agencies or organizations.

Field of Interest Fund

You indicate a charitable area

of interest, and we find grant

recipients in that area.

Unrestricted Fund

You give the Foundation full

discretion in awarding grants.

Supporting Foundation

Private foundations are welcome

to become part of The Catholic

Community Foundation.

7

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

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for parishesGOOD

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

8

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Many of these agencies have multiple funds.

n Archdiocese of Milwaukee

n Blessed Trinity, Sheboygan Falls

n The Cathedral of St. John the Evangelist, Milwaukee

n Catholic Charities of the Archdiocese of Milwaukee, Inc.

n Christ King, Wauwatosa

n Congregation of Good Shepherd, Eden

n Divine Savior Holy Angels High School

n Faith In Our Future Trust

n Holy Angels, West Bend

n Holy Family, Whitefish Bay

n Lumen Christi, Mequon

n Marquette University High School

n Our Lady of Divine Providence, Milwaukee

n Our Lady of Good Hope, Milwaukee

n Sacred Heart, Racine

n St. Martin de Porres, Milwaukee

n St. Mary, Dover

n St. Mary, Waukesha

n St. Mary’s Visitation, Elm Grove

n St. Peter, Kenosha

n Ss. Peter and Paul, Milwaukee

n St. Robert Bellarmine, Union Grove

n St. Roman, Milwaukee

n St. Theresa, Eagle

n Salesianum Alumni/AE Association

n Sheboygan County Catholic Fund, Inc.

n Society for the Propagation of the Faith

n Three Holy Women, Milwaukee

n Wisconsin Catholic Conference

n St. Alphonsus, Greendale

n St. Andrew, Delavan

n St. Anthony on the Lake, Pewaukee

n St. Bernard, Wauwatosa

n St. Boniface, Germantown

n St. Bruno, Dousman

n St. Catherine, Milwaukee

n St. Dominic, Brookfield

n St. Edward, Racine

n St. Eugene, Fox Point

n St. Frances Cabrini, West Bend

n Saint Francis de Sales Seminary

n St. John Vianney, Brookfield

n St. Kilian, Hartford

n St. Leonard, Muskego

n St. Luke, Brookfield

n St. Margaret Mary, Milwaukee

AGENCIES The Foundation’s assets under management include endowment funds of local parishes, schools and other

Catholic organizations. Funds are pooled in a well-diversified, socially responsible portfolio to maximize cost

savings and investment performance.

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for grant recipients

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

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The following organizations received grants from donor funds within the Foundation.

n Agape Community Center . . . . . . . . . . . . . . $ 5,000

n AIDS Resource Center of Wisconsin . . . . . . $ 15,000

n Apostleship of Prayer . . . . . . . . . . . . . . . . . . $ 4,000

n Archdiocese of Milwaukee . . . . . . . . . . . . . . $ 70,295 (various programs)

n Basilica of the National Shrine of Mary Help of Christians at Holy Hill . . . . . . . . . . . $ 435

n Benedict Center . . . . . . . . . . . . . . . . . . . . . . $ 9,000

n Bethany Apartments, Racine . . . . . . . . . . . . $ 10,000

n Blessed Sacrament School . . . . . . . . . . . . . $ 1,600

n Bread of Healing Clinic . . . . . . . . . . . . . . . . . $ 5,000

n Cardinal Stritch University . . . . . . . . . . . . . . $ 11,810 (various programs)

n Catholic Charities . . . . . . . . . . . . . . . . . . . . . $ 22,600 (various programs)

n Catholic Memorial High School . . . . . . . . . . $ 12,000

n Catholic Stewardship Appeal . . . . . . . . . . . . $ 3,860

n Christ Child Society . . . . . . . . . . . . . . . . . . . $ 4,000

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

n Milwaukee Homeless Veterans Initiative . . . $ 6,800

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

GRANT RECIPIENTS The Catholic Community Foundation this fiscal year 2013/2014

awarded $754,750 in grants for programs/projects that support

our four priorities. We focus on four areas: education; leadership

development; health care for the underserved in Milwaukee;

and community building to strengthen families, parishes and

those suffering from poverty, discrimination and violence. Since

inception, the Foundation has awarded $5,376,750 in grants.

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GRANT RECIPIENTS cont inued

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

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

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

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

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

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

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

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

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

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

n Pius XI High School . . . . . . . . . . . . . . . . . . . $ 5,000

n Prevent Blindness . . . . . . . . . . . . . . . . . . . . $ 5,000

n Project Concern of Cudahy-St. Francis . . . . . $ 5,000

n St. Adalbert School . . . . . . . . . . . . . . . . . . . . $ 2,400

n St. Ann Center for Intergenerational Care . . $ 5,000

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

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

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

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

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

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

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

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

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

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

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

n St. Josaphat School . . . . . . . . . . . . . . . . . . . $ 800

n St. Joseph Catholic Academy . . . . . . . . . . . $ 3,740

n St. Joseph Foundation . . . . . . . . . . . . . . . . . $ 10,000

n St. Joseph’s Indian School . . . . . . . . . . . . . . $ 625

n St. Peter Parish . . . . . . . . . . . . . . . . . . . . . . $ 435

n St. Roman School . . . . . . . . . . . . . . . . . . . . . $ 1,600

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

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

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

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

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

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

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

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

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

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

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

n Vision Forward . . . . . . . . . . . . . . . . . . . . . . . $ 15,000

n Women’s Support Centers . . . . . . . . . . . . . . $ 5,000

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ASSETS

Current Assets 2014 2013

Cash and cash equivalents:

Foundation $80,354 $128,535

Agency funds 275,000 51,246

Accounts receivable 91,858 55,020

Prepaid expenses 4,024 4,025

Total Current Assets $451,236 $238,826

Property & Equipment $18,289 $8,420

Investments (at fair value)

Long-term investments $26,596,468 $22,973,819

Agency funds 53,081,496 38,773,903

Total Investments $79,677,964 $61,747,722

TOTAL ASSETS $80,147,489 $61,994,968

LIABILITIES AND NET ASSETS

Current Liabilities 2014 2013

Accounts payable:

Foundation $78,758 $86,699

Agency funds 93,319 76,016

Accrued liability 40,292 21,576

Current portion of capital leases 2,094 —

Total Current Liabilities $214,463 $184,291

Long-Term Liabilities

Long-term portion of capital leases 4,966 —

Agency funds 53,263,177 38,749,133

Total Long-Term Liabilities $53,268,143 $38,749,133

TOTAL LIABILITIES $53,482,606 $38,933,424

Net Assets

Unrestricted funds $17,583,248 $14,972,634

Temporarily restricted funds 9,081,635 8,088,910

Total Net Assets $26,664,883 $23,061,544

TOTAL LIABILITIES AND NET ASSETS $80,147,489 $61,994,968

STATEMENT OF FINANCIAL POSITION June 30, 2014 and 2013

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Temporarily Year Ended Temporarily Year EndedPublic Support and Revenue Unrestricted Restricted 2014 Total Unrestricted Restricted 2013 Total

Contributions $669,697 — $669,697 $1,620,102 — $1,620,102

Interest and dividend income 193,365 $101,978 295,343 189,557 $106,800 296,357

Realized gains (losses) on investments 896,532 469,487 1,366,019 311,928 172,158 484,086

Unrealized gains (losses) on investments 1,593,631 853,053 2,446,684 975,559 575,271 1,550,830

Investment management fees (102,515) (53,310) (155,825) (91,275) (51,238) (142,513)

Administrative fee on agency endowments 177,692 — 177,692 152,661 — 152,661

Net assets released from restrictions 378,483 (378,483) — 367,530 (367,530) —

Total Public Support and Revenue $3,806,885 $992,725 $4,799,610 $3,526,062 $435,461 $3,961,523

Expenses

Grants approved for charitable purposes $754,750 — $754,750 $635,505 — $635,505

Program-related expenses 154,139 — 154,139 143,035 — 143,035

Supporting services:

Administrative expenses 287,382 — 287,382 280,719 — 280,719

Total Expenses $1,196,271 — $1,196,271 $1,059,259 — $1,059,259

Change in Net Assets $2,610,614 $992,725 $3,603,339 $2,466,803 $435,461 $2,902,264

Net Assets - Beginning of Year $14,972,634 $8,088,910 $23,061,544 $12,505,831 $7,653,449 $20,159,280

Net Assets - End of Year $17,583,248 $9,081,635 $26,664,883 $14,972,634 $8,088,910 $23,061,544

STATEMENT OF ACTIVITIES year ended June 30, 2014 and 2013

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Investments as of June 30, 2014 Cost Value Fair Value

Cash and cash equivalents $1,155,038 $1,155,038

Large/Mid-cap equities and S&P 500 index fund 18,069,321 28,970,218

Domestic small-cap common stock 4,338,759 4,781,538

International equities 14,935,303 17,154,245

Commodities and inflation hedges 5,299,819 5,603,692

Bond mutual funds 17,656,667 17,991,449

Real estate 473,938 804,328

Hedge composite 2,550,000 3,217,456

Total Investments $64,478,845 $79,677,964

Investments as of June 30, 2013 Cost Value Fair Value

Cash and cash equivalents $336,499 $336,499

Large/Mid-cap equities and S&P 500 index fund 16,762,362 23,500,424

Domestic small-cap common stock 3,178,785 3,940,011

International equities 11,399,604 12,677,862

Commodities and inflation hedges 4,293,242 3,908,326

Bond mutual funds 13,860,206 13,633,590

Real estate 704,658 902,123

Hedge composite 2,425,000 2,848,887

Total Investments $52,960,356 $61,747,722

SUMMARY OF INVESTMENTS June 30, 2014 and 2013

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EstimatesThe preparation of financial statements in conformity with accounting principles

generally accepted in the United States of America requires management to make

estimates and assumptions that affect the reported amounts of assets, liabilities,

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

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

Tax-Exempt StatusThe 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.

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

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

classified and reported as follows:

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

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

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

stipulations.

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

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

permanently restricted net assets.

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

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

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

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

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

The Catholic Community Foundation is audited annually.

Copies of the complete audit reports are available upon request.

NOTES to financial statements

16

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Debra AlderPresident and CEO, Alder Companies

F. Jon BarankoChief Equity Officer, Wells Capital Management

Thuy BarronDirector, Deloitte Tax LLP

Leslie A. Blum Real Estate Construction Consultant

Barbara Anne Cusack Chancellor, Archdiocese of Milwaukee

Thomas J. FischerFischer Financial Consulting LLC

John A. Herbers Attorney, Reinhart Boerner Van Deuren SC

Most Rev. Donald J. HyingAuxiliary Bishop, Archdiocese of Milwaukee

Rev. Daniel JanasikPastor, St. Leonard’s Parish

Judy KeyesCommunity Volunteer

John J. MarekTreasurer and Chief Financial Officer,

Archdiocese of Milwaukee

Camela M. MeyerCommunity Volunteer

David MorrisFirst Vice President, Financial Consultant, RBC Wealth

Management

Ann M. Rieger Attorney, Davis and Kuelthau SC

Maureen StapletonPresident, Stapleton Realty and Appraisal

Adam J. WienschAttorney, Foley and Lardner LLP

BOARD of directors Mary Ellen MarkowskiPresident, The Catholic Community Foundation

Patricia L. Van Kampen Chairperson of the Board, Community Volunteer,

former Managing Director, Common Stock,

Mason Street Advisors LLC

John Blickle Julie KurerController Administrative

Coordinator

STAFF

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637 EAST ERIE STREETMILWAUKEE, WI 53202

n

T: 414.431.6402 F: 414.431.6407

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legaciesoffaith.org

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

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

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