2017 ANNUAL REPORT S E E D. see how it grows...

Transcription

1 2017 ANNUAL REPORT S E E D see how it grows...

2 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 D E A R F R I E N D S This year s annual report for The Catholic Community Foundation highlights the power of growth over time. Our featured donors, Les and Erin Blum, have been married 45 years, and as their relationship and family have grown, so has their charitable giving. This year they planted the seeds for an enduring legacy through the Les and Erin Blum Family Fund, seeking to support the causes that matter to them for decades to come. The Catholic Community Foundation makes it easy to see how gifts today can yield long-term results. We help our donors bring hope to children, families, and people of all ages who face poverty, discrimination and violence. Through cost-effective, socially responsible investment management, the Foundation and our donors help schools, parishes and other agencies grow stronger. Through carefully considered and monitored grants, we help a wide range of charitable organizations make life better. At our fiscal year-end, Foundation assets the source of this help were over $98 million. Grant awards totaled $993,334 this year and more than $8.1 million since our inception in You can see a list of the most recent 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. And we are here to help you create your legacy. Together, let s nurture the seeds of today s gifts for a harvest that reshapes tomorrow. Mary Ellen Markowski President David M. Morris Chairman of the Board November

3 S E D Les and Erin Blum enjoying the garden at their Grafton home PLANTING FOR PERPETUITY For Les and Erin Blum, charitable giving has been as much a part of everyday life as raising children, working hard at a career and going to church on Sunday. 2

4 We ve always tried to tithe our income, Les says. Early in their marriage, that income came from two jobs, with Les an engineer for Opus Group and Erin a commercial artist who designed some of the first patterns for Mardi Gras paper towels and napkins. When Les was transferred to Wisconsin, Erin left the corporate world to focus on their family, which eventually grew to five children. Erin kept up her skills by giving art lessons from home. And the couple kept up their charitable donations. We had an annual list of where we wanted to give, Erin says. Then, in 2008, Les was invited to join The Catholic Community Foundation s board of directors. Les served on and then chaired the Foundation s grants committee, which reviews requests for funding. He says the experience was eye-opening. There are so many needs, and so many good organizations in Southeastern Wisconsin that people don t know about, he says, citing examples such as food pantries, medical care providers and groups to aid veterans. And there are some needs you wouldn t expect. For instance, through the Foundation s 15 th Anniversary Grant A Wish Contest, a rural Wisconsin parish received a grant for hymnals so people could sing during Mass. Another parish wants to add a shelter to a bus stop on their property. I think it s a positive when board members start their own donor funds. It shows a commitment that goes beyond volunteering. It shows we believe in the Foundation. I ran a construction development company, and I had contacts, which are always helpful, says Les, who has served on other boards. But The Catholic Community Foundation also wanted me for my beliefs. The Foundation s work complemented his faith, he says, and he enjoyed seeing firsthand how donors changed lives. 3

5 MORE SEEDS NEEDED Now is the time to plant seeds with The Catholic Community Foundation, supporting causes that further the Church s mission. As a perpetual endowment, the Foundation seeks ongoing growth to meet ever-growing needs. We make philanthropy easy: Start a fund, or give to an existing fund, with a gift of cash, securities or other assets. We can help structure your giving to fit your goals. Your gift is pooled with other funds in a diversified, socially responsible investment portfolio to minimize costs and maximize return potential. Investment returns add to your fund, supporting grants for your causes. You can be as involved as you choose in the annual grant awards. You support important causes while reaping the benefits of professional investment management and experienced charitable fund administration. Start your charitable giving garden today! The more Les talked about the parishes, schools and charitable organizations helped by the Foundation, the more Erin s interest grew. We started thinking about making a gift to establish our own donor fund, she says. Our decision underscores our belief in The Catholic Community Foundation. They re doing things right. Adds Les, I think it s a positive when board members start their own donor funds. It shows a commitment that goes beyond volunteering. It shows we believe in the Foundation. So in 2016, the couple made a gift to establish the Les and Erin Blum Family Fund within The Catholic Community Foundation. It s a donor-advised fund, which means Les and Erin recommend charitable organizations for grants, with the option to change grant recipients from year to year. They plan to make their first grant recommendations for the Women s Care Center, which provides free, confidential counseling, education and ongoing support to women facing unplanned pregnancies; the Veritas Society, which is the mass media program of the Wisconsin Right to Life Education Fund; and the Catholic grade school that Les attended in Illinois. These organizations all fit into our values and beliefs, Les says. We started thinking about making a gift to establish our own donor fund, she says. Our decision underscores our belief in The Catholic Community Foundation. They re doing things right. 4

6 The Blums children support their parents charitable giving. Says Erin, They re all on their own now, and they see that this is our thing our opportunity to help causes important to us. They can donate to the fund if they choose. And I hope our life and values are examples of Catholic beliefs that will continue with them. That s another reason the Blums chose to start a fund with the Foundation. We could have just made a gift to the Veritas Society, and they d spend it, and it would be gone, Les says. Instead, since the Foundation is a perpetual endowment, the Blums gift will be pooled with other funds and invested to maximize potential return. While Les s board term ended this year, he remains on the Foundation s investment committee. That committee is top-notch, very professional, he says. It includes money managers, CFOs smart people. I ve learned a lot from them. Says Erin, We like the idea that through the Foundation, the money can be managed well. Our gift can keep growing and giving, even after we re gone from this earth. With Les retired, the Blums have more time to give back to the community and to pursue their interests. Erin now puts all I can into her art, teaching water color classes, creating commissioned works and selling through local shops and galleries. Her work can also be seen at Les is in charge of the large garden, but they share household tasks and cooking. When Erin paints, I enjoy being the chef, but if I have something going on, Erin cooks. Their backyard view of the Milwaukee River led the couple to a new hobby. We d watch kayakers come down the river and decided we should try it, Erin says. Now the Blums try to bike or kayak at least once a week. Longer trips are often combined with family visits. We have 14 grandchildren, Erin notes. This spring alone we had three First Communions! While they remain active in charitable giving, the Blums aren t looking for recognition. I promote my art, but I m private in my personal life, Erin says. I hope by telling our story, we can bring attention to who The Catholic Community Foundation is a living legacy of giving in Southeastern Wisconsin. Les encourages others to start their own donor fund within the Foundation, adding, I hope we can encourage people to give! n 5

7 S E D Board member Judy Keyes supports Notre Dame School of Milwaukee through her donor fund as well as her volunteer tutoring sessions PLANTED FOR THE FUTURE 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. 6

8 DONOR FUNDS WITHIN THE FOUNDATION 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. Robert T. Bautch and Randi L. Bautch Fund Joseph F. and Catherine M. Bennett Family Fund Fred and Karen Bersch Family Fund Les and Erin Blum Family Fund Andrew F. Boldt Memorial Scholarship Fund Ralph A. Breit Fund Bishop Brust Memorial Fund Building the Faith General Fund James and Mary Crewe Rome Fund Reverend Leslie Darnieder Scholarship Fund Sarah M. Dean Fund DePorres Scholarship Fund Directors Legacies of Faith Fund Henry and Francine Ducat Fund Education Endowment Fund Carl and Ethel Groth Endowment Fund Brian D. Hanley Fund Father Gerald B. Hauser and John and Ruth Kegel Priesthood Scholarship Fund John C. (Jack) and Hildegard A. Heegeman Scholarship Fund RWH and EMH Estate Fund JCC Fund Rev. Carl M., Eugenia, and Lauretta Kazmierczak Priesthood Support Fund Judith A. Keyes Family Fund Audrey J. Komarek Fund Legacy Fund for Tomorrow s Present: A Lasting Tribute to the Work of Lisa-Marie Calderone-Stewart, Ed.D. Robert L. and Elizabeth J. McGlynn Fund Camela M. Meyer Fund Elise T. and Paul W. Meyer Fund Mission Fund Mary Agnes Navin Fund Mary A. Navin II Fund Reverend Eugene S. Pocernich Rice Bowl Fund The Sacred Heart Fund St. Aemilian Fund St. Anthony Fund St. Gerard Association Endowed Scholarship Fund Marilyn C. Schmit, PhD Fund Allen and Diane Spaeth Charitable Fund Archbishop Rembert G. Weakland Fund Whelandale Trust Charles and Sara Wieber Family Fund Yaniak Fund 7

9 S E D Parishes like St. Bruno s know their endowment fund assets are being managed responsibly by The Catholic Community Foundation - Fr. Ralph Gross and board member Maureen Stapleton TENDED FOR STRONG PARISHES 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. 8

10 AGENCIES Many of these agencies have multiple funds. Archdiocese of Milwaukee Blessed Sacrament, Milwaukee Blessed Trinity, Sheboygan Falls The Cathedral of St. John the Evangelist, Milwaukee Catholic Charities of the Archdiocese of Milwaukee, Inc. Christ King, Wauwatosa Congregation of Good Shepherd, Eden Divine Savior Holy Angels High School Faith In Our Future Trust Holy Angels, West Bend Holy Family, Whitefish Bay Immaculate Conception, West Bend Lumen Christi, Mequon Marquette University High School Messmer Catholic Schools Our Lady of Divine Providence, Milwaukee Our Lady of Good Hope, Milwaukee Our Risen Savior, Eldorado Presentation of the Blessed Virgin Mary, North Fond du Lac Sacred Heart, Racine St. Alphonsus, Greendale St. Andrew, Delavan St. Anthony on the Lake, Pewaukee St. Bernard, Wauwatosa St. Boniface, Germantown St. Bruno, Dousman St. Catherine, Milwaukee St. Charles, Hartland St. Dominic, Brookfield St. Edward, Racine St. Eugene, Fox Point St. Frances Cabrini, West Bend Saint Francis de Sales Seminary St. James, Mukwonago St. John Vianney, Brookfield St. Kilian, Hartford St. Leonard, Muskego St. Lucy, Racine St. Luke, Brookfield St. Margaret Mary, Milwaukee St. Martin de Porres, Milwaukee St. Mary, Dover St. Mary, Menomonee Falls St. Mary, Waukesha St. Mary s Visitation, Elm Grove St. Paul, Milwaukee St. Peter, Kenosha Ss. Peter and Paul, Milwaukee St. Pius X, Wauwatosa St. Robert Bellarmine, Union Grove St. Roman, Milwaukee St. Stephen, Oak Creek St. Theresa, Eagle St. Veronica, Milwaukee Salesianum Alumni/AE Association Sheboygan County Catholic Fund, Inc. Society for the Propagation of the Faith Three Holy Women, Milwaukee Waukesha Catholic School System, Inc. Wisconsin Catholic Conference 9

11 S E D Grants from The Catholic Community Foundation help organizations, like the Open Door Café at the Cathedral of St. John the Evangelist, continue their missions HARVESTED TO CREATE HOPE The Catholic Community Foundation has awarded over $8.1 million in grants since inception. This fiscal year 2016/2017 we awarded $993,344 in grants for programs/projects that support four priorities. 10

12 GRANT RECIPIENTS We focus on four areas: EDUCATION LEADERSHIP DEVELOPMENT HEALTH CARE for the underserved in Milwaukee COMMUNITY BUILDING to strengthen families, parishes and those suffering from poverty, discrimination and violence The following organizations received grants from donor funds within the Foundation. Alverno College...$ 5,657 Archdiocese of Milwaukee...$ 67,890 various programs Ascension St. Ben s Clinic at the Cathedral Center....$ 10,000 Ascension Seton Dental Clinic...$ 10,000 Audio & Braille Literacy Enhancement, Inc.. $ 3,000 Basilica of the National Shrine of Mary Help of Christians at Holy Hill....$ 890 Benedict Center...$ 17,500 Bethany Apartments, Racine... $ 7,500 Bread of Healing Clinic...$ 10,000 Cardinal Stritch University....$ 1,940 Casa Romero Renewal Center...$ 7,500 Cathedral of St. John the Evangelist Open Door Café...$ 10,000 Catholic Charities various programs...$ 41,280 Catholic Memorial High School....$ 14,240 Catholic Stewardship Appeal...$ 2,670 Christ King School....$ 2,880 College Possible...$ 3,000 CommonGround Ministry....$ 10,000 Congregation of Holy Angels, West Bend..$ 23,215 CORE/El Centro...$ 12,500 Cristo Rey Jesuit High School....$ 8,960 Daystar, Inc.... $ 6,500 Dismas Ministry...$ 1,000 Divine Mercy School....$ 11,200 Divine Savior Holy Angels High School....$ 9,950 Dominican High School....$ 2,000 Family Promise of Western Waukesha County, Inc..... $ 3,000 Feeding America Eastern Wisconsin...$ 340 Foundation for Religious Retirement...$ 5,755 Franciscan Peacemakers...$ 7,500 The Gathering of Southeast Wisconsin...$ 14,450 Gesu Parish...$ 3,065 Glenmary Sisters...$ 4,565 The Guest House...$ 7,500 Holy Angels School Trust Fund, West Bend..$ 24,105 Holy Cross Parish, Bristol...$ 15,000 Hope Center, Waukesha... $ 7,500 HOPES Center, Racine... $ 7,500 House of Peace...$ 7,500 Hunger Task Force...$ 2,500 Immaculate Conception Parish, Milwaukee..$ 15,000 Immaculate Conception (St. Mary) Parish, West Bend...$ 15,000 John Paul II Academy, Racine....$ 26,630 Journey House, Inc.... $ 5,000 Kyle s Korner, Inc.... $ 2,200 Lake Area Free Clinic...$ 4,000 Lumen Christi Congregation....$ 4,000 Make A Difference Wisconsin...$ 2,500 Marquette University...$ 5,657 Marquette University Brian D. Hanley Memorial Scholarship Fund...$ 8,000 Marquette University High School...$ 3,150 11

13 GRANT RECIPIENTS CONTINUED Mary, Queen of Saints Catholic Academy.. $ 5,600 Medical College of Wisconsin...$ 10,000 Messmer Catholic Schools....$ 13,435 Milwaukee Christian Center...$ 10,000 Milwaukee Habitat for Humanity...$ 500 Milwaukee Homeless Veterans Initiative...$ 5,000 Milwaukee Rescue Mission...$ 5,000 Nativity Jesuit Academy...$ 813 Notre Dame School of Milwaukee...$ 11,242 Office for World Mission....$ 1,200 Office of the Propagation of the Faith...$ 1,650 Penfield Children s Center...$ 15,000 Petawa Residence and Cultural Center...$ 5,000 Philippine Cultural and Civic Center Foundation...$ 7,000 Pius XI High School....$ 12,960 Prevent Blindness Wisconsin...$ 5,000 Project Concern of Cudahy-St. Francis, Inc.. $ 5,000 Sacred Heart Seminary and School of Theology...$ 10,000 St. Anthony Parish School, Menomonee Falls. $ 240 St. Anthony School Milwaukee.... $ 7,500 St. Benedict Community Meal...$ 14,450 St. Bruno Parish School, Dousman.... $ 5,000 St. Catherine High School, Racine... $ 11,315 St. Catherine Parish, Milwaukee....$ 15,000 Saint Francis de Sales Seminary....$ 35,430 St. Gregory the Great School... $ 3,200 St. Joan Antida High School $ 8,960 St. John the Evangelist School... $ 8,800 St. Josaphat School... $ 800 St. Joseph Parish School, Big Bend...$ 11,280 St. Jude School....$ 1,200 St. Lawrence Parish, Hartford....$ 15,000 St. Leonard Parish School, Muskego...$ 14,275 St. Martin of Tours Parish School, Franklin.. $ 5,000 St. Mary s Visitation Parish School... $ 480 St. Matthew Parish School, Oak Creek....$ 9,400 St. Matthias School.... $ 4,000 St. Paul Parish School, Genesee Depot... $ 5,000 St. Peter Parish, Slinger... $ 890 St. Roman Parish School....$ 1,600 St. Sebastian Parish School... $ 480 St. Thomas Aquinas Academy...$ 4,800 St. Thomas More High School...$ 16,960 Salesian Missions....$ 4,565 Salvatorian Mission Warehouse...$ 17,265 School Sisters of Notre Dame...$ 17,515 School Sisters of St. Francis... $ 5,000 Senior Companion Program, Inc.... $ 3,000 SET Ministry, Inc.... $ 10,000 SHARP Literacy...$ 5,000 Siena Retreat Center, Racine... $ 2,500 Sisters of St. Francis of Assisi... $ 4,565 Sixteenth Street Community Health Center..$ 12,500 SPRED Partners...$ 4,000 Three Holy Women Parish...$ 1,390 United Community Center...$ 10,000 Vision Forward Association....$ 15,000 Waukesha Catholic School System....$ 7,165 Wauwatosa Catholic...$ 720 Wheaton Franciscan - St. Joseph Foundation... $ 10,000 Wheaton Franciscan Healthcare - Foundation for St. Francis and Franklin.... $ 10,000 Women s Care Center...$ 10,000 The Women s Center, Inc., Waukesha... $ 5,000 Women s Support Center of Milwaukee....$ 10,000 12

14 STATEMENT OF FINANCIAL POSITION JUNE 30, 2017 AND 2016 ASSETS LIABILITIES AND NET ASSETS Current Assets Cash and cash equivalents: Foundation $ 152,223 $ 159,511 Agency funds 19, ,685 Accounts receivable: Foundation 57,337 86,392 Total Current Assets 229, ,588 Current Liabilities Accounts payable: Foundation $ 86,839 $ 84,336 Agency funds 119, ,720 Accrued liability 21,845 23,303 Current portion of capital leases 419 2,512 Total Current Liabilities 228, ,871 Other Assets Prepaid expenses 4,234 4,234 Property and equipment 8,463 11,506 Investments (at fair value) Long-term investments 28,535,271 25,808,177 Agency funds 69,303,217 59,556,253 Total Investments 97,838,488 85,364,430 Total Other Assets 97,851,185 85,380,170 Total Assets $ 98,080,645 $ 85,778,758 Long-Term Liabilities Long-term portion of capital leases 285 Agency funds 69,203,861 59,596,218 Total Long-Term Liabilities 69,203,861 59,596,503 Total Liabilities 69,432,220 59,819,374 Net Assets Unrestricted funds 19,772,832 17,751,824 Temporarily restricted funds 8,875,593 8,207,560 Total Net Assets 28,648,425 25,959,384 Total Liabilities and Net Assets $ 98,080,645 $ 85,778,758 13

15 STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2017 AND 2016 Temporarily Year Ended Temporarily Year Ended PUBLIC SUPPORT AND REVENUE Unrestricted Restricted 2017 Total Unrestricted Restricted 2016 Total Contributions $ 495,933 $ $ 495,933 $ 396,193 $ $ 396,193 Interest and dividend income 335, , , , , ,578 Realized gains (losses) on investments 578, , , , , ,373 Unrealized gains (losses) on investments 1,580, ,846 2,303,407 (656,601) (333,274) (989,875) Investment management fees (118,738) (54,175) (172,913) (111,602) (52,282) (163,884) Administrative fee on agency endowments 253, , , ,502 Net assets released from restrictions 417,421 (417,421) 405,825 (405,825) Total Public Support and Revenue 3,541, ,033 4,209, ,963 (461,076) 493,887 EXPENSES Grants approved for charitable purposes 993, , , ,681 Program related expenses 183, , , ,509 Supporting services: Administrative expenses 344, , , ,202 Total Expenses 1,520,636 1,520,636 1,397,392 1,397,392 Change in Net Assets 2,021, ,033 2,689,041 (442,429) (461,076) (903,505) Net Assets - Beginning of Year 17,751,824 8,207,560 25,959,384 18,194,253 8,668,636 26,862,889 Net Assets - End of Year $ 19,772,832 $ 8,875,593 $ 28,648,425 $ 17,751,824 $ 8,207,560 $ 25,959,384 14

16 SUMMARY OF INVESTMENTS YEAR ENDED JUNE 30, 2017 AND 2016 Investments as of June 30, 2017 Cost Value Fair Value Cash and cash equivalents $ 298,466 $ 298,466 Large/mid-cap equities and S&P 500 index fund 15,762,662 26,677,324 Domestic small/mid-cap common stock 6,796,815 7,915,464 International equities 29,806,793 32,416,780 Commodities and inflation hedges 5,384,233 4,800,750 Bond mutual funds 20,238,950 20,548,411 Real estate 847,822 1,460,586 Hedge composite 3,000,000 3,720,707 Total Investments $ 82,135,741 $ 97,838,488 Investments as of June 30, 2016 Cost Value Fair Value Cash and cash equivalents $ 155,222 $ 155,222 Large/mid-cap equities and S&P 500 index fund 18,709,783 26,765,079 Domestic small/mid-cap common stock 9,366,834 9,712,822 International equities 18,878,463 18,211,042 Commodities and inflation hedges 7,095,749 5,943,857 Bond mutual funds 19,991,587 20,242,048 Real estate 433, ,391 Hedge composite 2,750,000 3,368,969 Total Investments $ 77,381,451 $ 85,364,430 15

17 NOTES TO FINANCIAL STATEMENTS Estimates The 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 Status 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. Agency Endowment Funds Certain 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. Net Assets Net 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 Assets Net assets that are not subject to donor-imposed stipulations. Temporarily Restricted Net Assets Net 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 Assets Net 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. The Catholic Community Foundation is audited annually. Copies of the complete audit reports are available upon request. 16

18 BOARD OF DIRECTORS Mary Ellen Markowski President The Catholic Community Foundation Debra Alder President and CEO, Alder Companies Thuy Barron Managing Director, Deloitte Tax LLP Gary Bennetts Treasurer and Chief Financial Officer, Archdiocese of Milwaukee Barbara Anne Cusack Chancellor, Archdiocese of Milwaukee Matthew B. Fahey Community Volunteer, former Managing Director, BMO Global Asset Management Thomas J. Fischer Fischer Financial Consulting LLC Judy Keyes Community Volunteer Brian Lucareli Director of FOLEY Private Office, Foley & Lardner LLP Camela M. Meyer Vice President and Trust Officer, The Chicago Trust Company, N.A. Tony Nguyen Region Bank President, Wisconsin Region, Wells Fargo Bank, N.A. Ann M. Rieger Attorney, Davis and Kuelthau SC Most Rev. James T. Schuerman Auxiliary Bishop, Archdiocese of Milwaukee Patricia L. Van Kampen Community Volunteer, former Vice President, Common Stock, Mason Street Advisors LLC John Blickle Controller STAFF David M. Morris Chairman of the Board First Vice President, Financial Consultant, RBC Wealth Management John A. Herbers Attorney, Reinhart Boerner Van Deuren SC Very Rev. Daniel Janasik Pastor, St. Leonard Parish Maureen Stapleton President, Stapleton Realty and Appraisal Julie Kurer Administrative Coordinator 17

19 637 EAST ERIE STREET MILWAUKEE, WI n T: F: n legaciesoffaith.org The Catholic Community Foundation is a not-for-profit Wisconsin Corporation, tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code and governed by its own Board of Directors. The Foundation is a separate civil and canonical entity independent of the Archdiocese of Milwaukee. For more information on how you can provide for your community in perpetuity visit legaciesoffaith.org.