2024-09-19T17:02:28-07:00 2023-12-31 990 2023-01-01 204780760 CATHOLIC FINANCIAL LIFE FOUNDATION INC CATH 4142736266 1100 W Wells Street Milwaukee WI 53233 Cynthia Feld Treasurer 4142786513 2024-09-19 1 2023 2024-08-08 14:25:15Z CYNTHIA FELD 1100 W WELLS STREET MILWAUKEE WI 53233 2537099 0 X www.catholicfinanciallife.org X 2006 WI Provide grants to students attending Catholic educational institutions and support charitable outreach and philanthropy. 6 0 0 15 0 0 358083 763309 0 0 66363 67833 0 0 424446 831142 364742 362573 0 0 0 0 0 0 0 8497 12763 373239 375336 51207 455806 2517745 3194053 2979 0 2514766 3194053 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 375336 331573 831143 The foundation was formed to provide grants for educational and religious purposes as well as field of interest causes and charities. In 2023, grants totaling $331,573 were awarded. 0 0 0 375336 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 6 0 1 0 0 0 0 0 0 1 1 0 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 434536 0 50795 Sara J Walker Director 1 45 X 201690 0 25050 Cynthia E Feld Treasurer 2 45 X 140888 0 39935 Sally Krochalk Secretary 2 45 X 109715 0 19994 William R O'Toole Chairman of the Board 2 3 X 98000 0 1000 Daniel T Lloyd Director 1 45 X 84808 0 6029 1069637 0 142803 6 0 1 0 0 0 0 0 250000 0 513309 0 763309 0 69180 69180 0 0 0 0 0 0 0 0 0 0 0 0 1704610 0 1705957 0 -1347 0 -1347 -1347 0 0 0 0 831142 67833 0 0 362573 362573 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 12763 12763 0 0 375336 375336 0 0 103505 451588 0 0 0 0 200750 250000 0 0 0 0 0 0 0 0 0 0 0 2205109 2482198 6565 6723 0 0 0 0 1816 3544 2517745 3194053 2979 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2979 0 X 2514766 3194053 0 0 0 0 2514766 3194053 2517745 3194053 455806 223481 0 0 0 0 X 0 0 0 X 12307 74797 369485 396062 763309 1615960 12307 74797 369485 396062 763309 1615960 1615960 60042 42453 53047 63955 69180 288677 60042 42453 53047 63955 69180 288677 72349 117250 422532 460017 832489 1904637 0.84843 0.83923 0.15157 0.16077 X 6 13 0 763309 94740 267833 1892952 1301103 1 1 1758492 506709 239617 94740 0 10418 2399660 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 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. 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 United Community Center 1028 S 9TH ST MILWAUKEE WI 53204 391146191 501(C)3 55500 0 CASH 0 CATHOLIC EDUCATION Partners 4 Hope Tanzania 1004 5TH STREET NORTH STILLWATER MN 55082 473058560 501(C)3 50000 0 CASH 0 REBUILDING OF CHURCH IN SAME, TANZANIA Catholic Relief Services PO BOX 5200 HARLAN IA 51593 135563422 501(C)3 35000 0 CASH 0 UKRAINE HUMANITARIAN RELIEF Milwaukee Habitat for Humanity 3726 N BOOTH ST MILWAUKEE WI 53212 391496741 501(C)3 25000 0 CASH 0 CATHOLIC EDUCATION Marquette University College of Business 1530 W WISCONSIN AVE MILWAUKEE WI 53233 390806351 501(C)3 25000 0 CASH 0 CATHOLIC EDUCATION St Francis De Sales Seminary 3257 S LAKES DR ST FRANCIS WI 53235 390806358 501(C)3 17230 0 CASH 0 CATHOLIC EDUCATION St Joan Antida High School 1341 N CASS ST MILWAUKEE WI 53202 391570748 501(C)3 16000 0 CASH 0 CATHOLIC EDUCATION Holy Angels Parish 138 N 8TH AVENUE WEST BEND WI 53095 390826056 501(C)3 8512 0 CASH 0 CATHOLIC EDUCATION 9 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 0 366683 0 55335 0 12518 0 18300 0 32495 0 485331 0 0 Sara J Walker Director 0 174902 0 25600 0 1188 0 12197 0 12853 0 226740 0 0 Cynthia E Feld Treasurer 0 127946 0 12446 0 495 0 7981 0 31954 0 180822 0 0 Form 990, Part VI, Section A, Line 2 The officers and directors of the Foundation are also officers or directors of Catholic Financial Life. 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 219000 Cash Catholic Financial Life Foundation filed form 8868, Extension of Time to File and Exempt Organization Return, by the original due date May 15, 2024 and was granted an extension until November 15, 2024.