2023-09-07T11:07:42-07:00 2022-12-31 990 2022-01-01 204780760 CATHOLIC FINANCIAL LIFE FOUNDATION INC CATH 4142736266 1100 W Wells Street Milwaukee WI 53233 Cynthia Feld Treasurer 4142786513 2023-09-07 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Cynthia Feld 1100 W Wells Street Milwaukee WI 53233 1880523 0 X www.catholicfinanciallife.org X 2006 WI Provide grants to students attending Catholic educational institutions and support charitable outreach and philanthropy. 8 0 0 15 0 0 369485 358083 0 0 228376 66363 0 0 597861 424446 107862 364742 0 0 0 0 0 0 0 27766 8497 135628 373239 462233 51207 2844086 2517745 0 2979 2844086 2514766 The Foundation, rooted in the Catholic and fraternal values of stewardship, service, and concern for others, seeks to strengthen individuals, our church, and society by: Providing resources to advance the mission of Catholic parishes and organizations, supporting charitable outreach, educating individuals about philanthropy and planned giving, and providing financial vehicles to accomplish philanthropic objectives. 0 0 373239 364742 424446 The foundation was formed to provide grants for educational and religious purposes as well as field of interest causes and charities. In 2022, grants totaling $364,742 were awarded. 0 0 0 373239 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 8 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 X Cyndi Feld 4142786513 1100 W Wells Street Milwaukee WI 53233 John T Borgen President 2 45 X 0 407507 48594 Sara J Walker Director 1 45 X 0 190936 19254 Kristin O'Connell Director 1 45 X 0 173123 28958 Richard Kremel Director 1 45 X 0 107310 29625 Cynthia E Feld Treasurer 1 45 X 0 123492 8019 William R O'Toole Chairman of the Board 1 45 X 0 115897 14748 Sally Krochalk Secretary 1 45 X 0 105750 18725 Daniel T Lloyd Director 1 45 X 0 69095 5308 0 1293110 173231 0 0 1 0 0 0 0 100376 200000 0 57707 0 358083 0 63955 63955 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1458485 0 1456077 0 2408 0 2408 2408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 424446 66363 0 0 364742 364742 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8497 8497 0 0 373239 373239 0 0 8415 103505 0 0 0 0 300000 200750 0 0 0 0 0 0 0 0 0 0 0 2522795 2205109 6409 6565 0 0 0 0 6467 1816 2844086 2517745 0 2979 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2979 X 2844086 2514766 0 0 0 0 2844086 2514766 2844086 2517745 51207 -380527 0 0 0 0 X 0 0 0 X 342098 12307 74797 369485 396062 1194749 342098 12307 74797 369485 396062 1194749 1194749 9386 60042 42453 53047 63955 228883 9386 60042 42453 53047 63955 228883 351484 72349 117250 422532 460017 1423632 0.83923 0.92672 0.16077 0.07328 X 6 9 138355 257707 226822 175899 1758492 759254 1 1 2112715 0 -258675 88843 0 6704 1758493 2010779 0 197071 89471 0 5665 2112714 1924920 0 155322 58595 0 10866 2010781 1758973 0 293432 118455 0 9030 1924920 1469728 338670 -9919 37731 0 1775 1758973 0 1 0 0 0 Schedule D, Part V, Line 4 All endowment funds are held for the sole use of the Foundation in accordance with its giving guidelines. Golf Outing 138355 0 138355 0 0 17499 20480 0 0 0 0 138355 0 138355 0 0 17499 20480 0 0 37979 100376 1 The Archdiocese of Milwaukee Love One Another Catholic Campaign 3501 S LAKE DR ST FRANCIS WI 53235 390807221 501(C)3 83333 0 CASH 0 CATHOLIC EDUCATION Milwaukee Habitat for Humanity 3726 N BOOTH ST MILWAUKEE WI 53212 391496741 501(C)3 25000 0 CASH 0 CHARITABLE OUTREACH Seton Catholic Schools Inc 3501 S LAKE DR ST FRANCIS WI 53235 475493941 501(C)3 100376 0 CASH 0 CATHOLIC EDUCATION Holy Angels Parish 138 N 8TH AVENUE WEST BEND WI 53095 390826056 501(C)3 8568 0 CASH 0 CATHOLIC EDUCATION St Francis De Sales Seminary 3257 S LAKES DR ST FRANCIS WI 53235 390806358 501(C)3 17376 0 CASH 0 CATHOLIC EDUCATION Father Pablos Mission Helpers PO BOX 984 STREAMWOOD IL 60107 472492914 501(C)3 5279 0 CASH 0 SEMINARIAN SCHOLARSHIPS Partners 4 Hope Tanzania 1004 5TH STREET NORTH STILLWATER MN 55082 473058560 501(C)3 50000 0 CASH 0 CONSTRUCTION OF SACRED HEART HEALING CENTER FOR ADDICTION RECOVERY IN THE DIOCESE OF SAME Catholic Relief Services PO BOX 5200 HARLAN IA 51593 135563422 501(C)3 50000 0 CASH 0 UKRAINE HUMANITARIAN RELIEF 8 0 Schedule I, Part I, Line 2 All grants and assistance are paid in accordance with Foundation grant policies. Scholarships are paid directly to the recipient's educational institution. 0 0 0 0 0 0 0 0 0 John T Borgen President and Chief Executive Officer 328489 0 66500 0 12518 0 18300 0 30294 0 456101 0 0 0 Sara J Walker Vice President of Investments 173698 0 16050 0 1188 0 6786 0 12468 0 210190 0 0 0 Kristin O'Connell Regional Sales Manager 50491 0 4159 0 118473 0 10282 0 18676 0 202081 0 0 0 Richard Kremel Advisor 72110 0 3420 0 31780 0 6454 0 23171 0 136935 0 0 0 Cynthia E Feld Controller 115107 0 7201 0 1185 0 6779 0 1240 0 131512 0 0 0 William R O'Toole Director and Former Chief Executive Officer 23256 0 86700 0 5941 0 6702 0 8046 0 130645 0 0 0 Sally Krochalk Member Engagement Director 98260 0 5385 0 2105 0 6646 0 12079 0 124475 0 0 0 Daniel T Lloyd Director of Business Development 49930 0 0 0 19165 0 4370 0 937 0 74402 0 0 0 Form 990, Part VI, Section A, Line 2 The officers and directors of the Foundation are also officers, directors or financial representatives of Catholic Financial Life. Form 990, Part VI, Section A, Line 9 Richard Kremel S52W25487 Poppy Fields Rd., Waukesha, WI 53189; Kristin O'Connell 1565 Red Maple Dr., De Pere, WI, 54115 Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed by select officers and employees of Catholic Financial Life for accuracy and completeness. Form 990, Part VI, Section C, Line 19 Governing documents and financial statements of the Foundation are available upon request. Catholic Financial Life 1100 W Wells St Milwaukee WI 53132 390201015 Fraternal Benefit Society WI 501(c)(8) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 Catholic Financial Life c 215000 Cash Catholic Financial Life filed form 8868, Extension of Time to File an Exempt Organization Return, by the original due date May 15, 2023 and was granted an extension until November 15, 2023.