2023 Annual Report
Even small seeds
planted today can
change the landscape
of tomorrow.
The Catholic Community Foundation makes it easy for
you to cultivate change for generations—strengthening
schools and religious education programs, parishes,
agencies and families. We focus on Catholic causes
as well as those that advance the Church’s mission,
enhancing education, leadership development, health
care for the underserved, and community-building.
Our first step is to help you find the approach that fits
your beliefs and goals. This year’s report shows how
the late Paul and Elise “Pud” Meyer set an example
of giving for their children—and chose The Catholic
Community Foundation to make a dierence in
perpetuity. For their story, see page 2.
Through cost-eective, socially responsible investment
management, carefully considered grants, and ongoing
monitoring, the Foundation and our donors help a
wide range of charitable organizations that make
Southeastern Wisconsin a better place for us all.
At our fiscal year-end, Foundation assets—the source
of this help—were $146.9 million. Grant awards totaled
$2.18 million in fiscal 2022/23 and more than $18.0
million since our inception in 2001. The most recent
recipients are listed starting on page 8.
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 advance Catholic values here in Southeastern
Wisconsin.
We’re ready to help you cultivate long-term results. Let’s
talk about your legacy—and the best way to support the
causes that matter to you.
Dave Strelitz
Chairman of the Board
Mary Ellen Markowski
President
DEAR FRIENDS,
1
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
When the four Meyer siblings were
growing up, they often
came home from school
to find notes from
their mother tacked
up in the back hallway.
The messages were
humorous but pointed:
Put your “junk” away
before playing. Don’t eat
in the den, or “o with
your head!” Do your chores
without prodding – “no
responsibility from you, no
allowances from us.” That
last one was signed “Your
Financial Advisor.”
“My parents made their expectations clear, and it was done
with love,” says Cami Meyer. “They held themselves to the
same standards.”
Paul and Elise “Pud” Meyer cultivated a sense of respect,
responsibility and service in their family. They taught by
FOR THE FAMILY, AND FOR OTHERS
Cami says her parents also passed on lessons in saving.
“Dad was not frivolous. He had run a trucking company, and
he would wear the old uniforms when he was working in the
yard,” she says. “People would stop and ask if they could hire
his firm.”
But he was ready to spend money when it mattered—for
example, taking the children on trips. “My mom and dad saved
to take care of the family, and to help others,” Cami says.
The Meyers’ belief in sharing their blessings ultimately led
them to The Catholic Community Foundation.
“As they got older, they saw that the trend of their giving
was more and more Catholic. A neighbor, John Herbers, who
happened to serve on the board, asked if they’d heard of the
Foundation,” Cami says. “When my parents looked into The
Catholic Community Foundation, they said, ‘Ahhhh.’”
CULTIVATING
SERVICE
example throughout their lives,
participating in
numerous volunteer
organizations.
“My dad was a proud
Rotarian for 50 years,”
Cami says. “And we
nicknamed my mom
‘Committee Woman.’
She was on every kind of
committee and board you
could think of.”
When the Meyers volunteered,
they expected their children to
join in, be it stung envelopes
for fundraisers or wrapping presents for
a Christmas toy drive. Cami remembers
helping prepare a residence hall for a women’s shelter. “My
dad and my brothers were outside doing yard work, and my
mom and sister and I were inside scrubbing the house from
top to bottom.”
A BELIEF IN CATHOLIC EDUCATION
Meanwhile, John recruited Cami for the Foundation’s board.
She brought her parents to the annual donor reception, which
Cami says was the final selling point.
“They heard 8th grade students from Notre Dame School of
Milwaukee speak about the importance of Catholic education,
and they were so impressed,” she says.
The Meyers met with Foundation President Mary Ellen
Markowski to talk about what they wanted to accomplish.
“Over the years, their donations had followed our schools and
the schools they had attended,” Cami says. “They always told
us, ‘Your education is the best thing we can give you.’”
Today, the Elise T. and Paul W. Meyer Fund supports several
Catholic schools. Cami says it was especially important to her
parents that after their deaths, their gift would continue to go
to programs in keeping with the Catholic faith.
It’s a sentiment she shares.
“I set up my own donor advised fund. When I’m gone, it
converts to a donor designated fund, going to my parish and
various Catholic entities that I’ve supported,” she says. “I
know how much work the Foundation sta does in vetting
the applications, vetting the agencies. I like knowing that my
money will help people in need, supporting organizations that
I’m comfortable with and that
I believe in.”
Elise and Paul Meyer
e Meyer family
32
How You Can
CULTIVATE
CHANGE
THE CATHOLIC COMMUNITY
FOUNDATION supports 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. You support
important causes while reaping the benefits
of professional investment management and
experienced charitable fund administration.
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.
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
The Rose M. Buckarma 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
Fischer Family, Our Lady of the Lake Fund
Grace Fund
Gra Family Fund
Carl Groth 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
The Help Fund
John A. and Norma J. Herbers Fund
Debra A. Hintz Lay Ministry Fund
RWH and EMH Estate Fund
JCC Fund
J.O. Johnson, Victoria M. Johnson and
Eileen K. Johnson 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.
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 oer 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.
A LASTING LEGACY
Cami says her parents were quiet givers. “They didn’t attend a
lot of donor events. They didn’t want stu named after them,”
she says. “They gave because they believed, because it was
important to them.”
And their lesson was passed
on, as clearly as if it had
been written on a notice in
that back hallway. Today the
Meyer siblings all continue
to be active volunteers,
supporting a variety of
nonprofits.
“We do it because that’s
what Mom and Dad did,”
Cami says. “They always
believed that we had been
blessed as a family, and
they taught us that we
should give back.”
DONOR FUNDS Within the Foundation
Helping donors establish permanent charitable funds to create
long-lasting support for the causes they care about
54
Many of these agencies have multiple funds
All Saints Catholic East School System
Archdiocese of Milwaukee
Blessed Sacrament-Milwaukee
The Cathedral of St. John the Evangelist-Milwaukee
Catholic Charities Foundation Endowment Fund
Christ King-Wauwatosa
Congregation of Good Shepherd-Eden
Divine Savior Holy Angels High School
Faith In Our Future Trust
Holy Family-Fond du Lac
Holy Family-Whitefish Bay
Holy Name of Jesus-Sheboygan
Holy Sepulcher Cemetery-Cudahy
Immaculate Conception-West Bend
Lumen Christi-Mequon
Marquette University High School
Messmer Catholic Schools
Milwaukee Archdiocesan Oce for World Mission,Inc.
Our Lady of Divine Providence-Milwaukee
Our Lady of Good Hope-Milwaukee
Our Lady of the Holyland-Mt. Calvary
Our Lady Queen of Peace-Milwaukee
Sacred Heart-Racine
Sacred Heart of Jesus Congregation, St. Francis
St. Alphonsus-Greendale
St. Alphonsus-New Munster
St. Andrew-Delavan
St. Anthony on the Lake-Pewaukee
St. Bernard-Wauwatosa
St. Boniface-Germantown
St. Catherine-Milwaukee
St. Charles-Hartland
St. Charles Borromeo-Burlington
St. Dominic-Brookfield
St. Edward-Racine
St. Eugene-Fox Point
St. Frances Cabrini-West Bend
Saint Francis de Sales Seminary
St. Gregory the Great-Milwaukee
St. James-Mukwonago
St. John XXIII-Port Washington
St. John the Evangelist-Twin Lakes
St. John Vianney-Brookfield
St. Leonard-Muskego
St. Lucy-Racine
St. Luke-Brookfield
St. Martin de Porres-Milwaukee
St. Mary-Dover
St. Mary-Kenosha
St. Mary-Menomonee Falls
St. Mary-Waukesha
St. Mary’s Visitation-Elm Grove
St. Matthew-Campbellsport
St. Matthew-Oak Creek
St. Patrick-Racine
St. Patrick-Whitewater
St. Paul-Milwaukee
St. Peter-Kenosha
Ss. Peter and Paul-Milwaukee
St. Pius X-Wauwatosa
St. Richard-Racine
St. Robert Bellarmine-Union Grove
St. Roman-Milwaukee
St. Sebastian-Sturtevant
St. Stephen-Oak Creek
St. Veronica-Milwaukee
Salesianum Alumni A/E Association
The Sheboygan County Catholic Fund, Inc.
Society for the Propagation of the Faith
Three Holy Women-Milwaukee
Waukesha Catholic School System, Inc.
Raymond G. and Theresa L. Markowski Family Fund
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
Frank Ortner Charitable Fund
Stanley and Shirley Planinsheck for Holy Angels School Fund
Reverend Eugene S. Pocernich Rice Bowl Fund
The Sacred Heart Fund
St. Aemilian Fund
St. Anthony Fund
St. Gerard Association Endowed Scholarship Fund
Bishop Richard Sklba Biblical Programs Fund
Bishop Richard Sklba for Ecumenical and Interreligious
Programs Within the Ten Counties of Southeastern
Wisconsin Fund
Marilyn C. Schmit, PhD Fund
Allen and Diane Spaeth Charitable Fund
Fr. William Stanfield Charitable Trust
Archbishop Rembert G. Weakland Fund
Whelandale Trust
Wieber Family Fund
Dallas and Marie Wixom Fund
Yaniak Fund
DONOR FUNDS continued
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.
76
Adult Learning Center
All Saints Catholic School, Kenosha
Andean Health & Development
Angel of Hope Clinic at Hope House
Archdiocese of Milwaukee
ARISE
Audio & Braille Literacy Enhancement, Inc.
Bakhita Catholic Worker House
Bells of St. Mary
Benedict Center
Bread of Healing Clinic
Broadscope Disibility Services
Burlington Catholic School
Cardinal Stritch University
Carmelite Sisters of the Divine Heart of Jesus
Casa Romero Renewal Center
Cathedral Center
Cathederal of St. John the Evangelist
Catherine Marian Housing
Catholic Central High School
Catholic Charities
Catholic Memorial High School
Catholic Relief Services
Chosen, Inc.
College Possible
Community Smiles Dental
Congregation of Holy Angels, West Bend
Cristo Rey Jesuit High School
Crosier Fathers
Discalced Carmelite Friars of Holy Hill, Inc.
DISMAS Ministry
Divine Mercy School
Divine Savior Catholic School, Fredonia
Divine Savior Holy Angels High School
Dominican High School
Edmundite Mission
Family Promise of Western Waukesha County
Feeding America Eastern Wisconsin
Foundation for Religious Retirement
Franciscan Peacemakers, Inc.
The Gathering of Southeast Wisconsin Inc.
Gesu Parish
Glenmary Sisters
Hebron Housing Services
Hmong American Friendship Association, Inc.
Holy Apostles School, New Berlin
Holy Family Parish, Fond du Lac
Holy Family Parish School, Whitefish Bay
Hope Center, Inc.
House of Peace – Capuchin Community Services
Hunger Task Force
IMPACT, Inc.
Jesuit Refugee Services
John Paul II Academy
Lake Area Free Clinic, Oconomowoc
Marquette University
Marquette University High School
Maryknoll Fathers and Brothers
Maryknoll Lay Missioners
Maryknoll Sisters
Medical College of Wisconsin
Messmer Catholic Schools
Milwaukee Catholic Home
Milwaukee Christian Center
Milwaukee Habitat for Humanity
Milwaukee Homeless Veterans Initiative
Milwaukee Rescue Mission
Missionary Oblates of Mary Immaculate
Nativity Jesuit Academy
New Threads of Hope
Notre Dame of Milwaukee School
Oce for World Mission
Oce of the Propagation of the Faith
Penfield Children’s Center
Peru Catholic School
Philippine Cultural & Civic Center Foundation
Pius XI High School
Prevent Blindness Wisconsin
Priests of The Sacred Heart
Project RETURN, Inc.
Province of St. Joseph of the Capuchin Order
Safe Place for Newborns
St. Alphonsus Parish School
St. Andrew Parish School, Delavan
St. Ann Center for Intergenerational Care
St. Benedict the Moor Parish
St. Ben’s Clinic at The Cathedral Center
St. Ben’s Community Meal – Capuchin Community Services
St. Bruno Parish School, Dousman
St. Catherine High School, Racine
St. Charles Borromeo School
St. Eugene School
Saint Francis de Sales Seminary
St. Francis of Assisi Parish
St. Joan Antida High School
St. John the Baptist Parish School, Plymouth
St. John the Evangelist Parish School
St. Joseph Parish, Grafton
St. Joseph Parish School, Big Bend
St. Lawrence Seminary, Mt. Calvary
St. Leonard Parish School, Muskego
St. Mary Parish School, Hales Corners
St. Mary Springs High School, Fond du Lac
St. Mary Visitation
St. Matthew Parish School, Oak Creek
St. Peter Parish, Slinger
St. Thomas More High School, Inc.
St. Vincent de Paul Society
Salesian Missions
Salvatorian Mission Warehouse
Salvatorian Priests and Brothers
School Sisters of Notre Dame
School Sisters of St. Francis
SecureFutures Foundation
Senior Companion Program
Serenity Inns
Seton Catholic Schools
Seton Dental Clinic
Siena Catholic Schools of Racine
Sisters of St. Francis of Assisi
Sisters of the Divine Savior
Soaring Eagle
Three Holy Women Parish
Trinity Missions
United Community Center, Inc.
Veritas Society – Wisconsin Right to Life
Vision Forward Association
Vivent Health
Walkers Point Youth and Family Center
Waukesha Catholic School System
Wisconsin Veterans Network
Women’s Care Center Milwaukee
Women’s Support Center of Milwaukee
GRANT RECIPIENTS
The following organizations received grants from donor funds
within the Foundation.
The Catholic Community Foundation has
awarded more than $18.0 million in grants
since inception.
This fiscal year 2022/2023 we awarded $2.18
million in grants for programs and projects that
support four priorities.
EDUCATION
For students in Catholic schools and religious
programs in kindergarten through twelfth grade.
COMMUNITY BUILDING
To strengthen families, parishes and those suering
from poverty, discrimination and violence.
LEADERSHIP DEVELOPMENT
Informing leaders for parishes, schools and agencies
that help advance the church.
HEALTH CARE
For the underserved in Milwaukee.
98
1110
ASSETS 2023 2022
CURRENT ASSETS
Cash and Cash Equivalents
Foundation $ 425,705 $ 199,761
Agency funds 232,840 492,085
Total Cash and Equivalents 658,545 691,846
Accounts Receivable
Accrued administrative fees on agency funds 85,815 82,844
Other receivables 40,660 46,054
Total Current Assets 785,020 820,744
OTHER ASSETS
Prepaid expenses 3,225 4,025
Property and equipment (net) 1,112 6,189
Operating lease right of use assets 88,142 —
Investments (at fair value)
Long-term investments 56,595,190 51,651,779
Agency funds 89,525,853 80,746,197
Total Investments 146,121,043 132,397,976
Total Other Assets 146,213,522 132,408,190
Total Assets $ 146,998,542 $ 133,228,934
LIABILITIES AND NET ASSETS 2023 2022
CURRENT LIABILITIES
Accounts Payable
Foundation $ 20,232 $ 24,364
Agency funds 195,518 137,555
Accrued liabilities 87,877 50,509
Current portion of operating lease liability 26,548 —
Total Current Liabilities 330,175 212,428
LONG-TERM LIABILITIES
Operating lease liability, net of current portion 62,709 —
Agency funds 89,563,175 81,100,727
Total Long-Term Liabilities 89,625,844 81,100,727
Total Liabilities 89,965,059 81,313,155
NET ASSETS
Without Donor Restrictions
Undesignated 2,340,115 1,905,620
Board-designated – field of interest,
donor-advised and donor-designated
46,025,177 41,883,752
With Donor Restrictions
Purpose restrictions 8,677,191 8,126,407
Total Net Assets 57,042,483 51,915,779
Total Liabilities and Net Assets $ 146,998,542 $ 133,228,934
STATEMENT OF FINANCIAL POSITION
June 30, 2023 and 2022
1312
PUBLIC SUPPORT WITHOUT DONOR WITH DONOR YEAR ENDED WITHOUT DONOR WITH DONOR YEAR ENDED
AND REVENUE RESTRICTIONS RESTRICTIONS 2023 TOTAL RESTRICTIONS RESTRICTIONS 2022 TOTAL
Interest and dividend income $ 1,179,423 $ 216,785 $ 1,396,208 $ 1,245,083 $ 243,794 $ 1,488,877
Realized gains (losses) on investments (96,616 ) (19,018 ) (115,634 ) 1,580,110 318,078 1,898,188
Unrealized gains (losses) on investments 4,765,077 863,995 5,629,072 (11,888,913 ) (2,286,606 ) (14,175,519 )
Investment management fees (321,520 ) (58,719) (380,239) (339,728 ) (66,067 ) (405,795 )
Net Investment Income (loss) 5,526,364 1,003,043 6,529,407 (9,403,448 ) (1,790,801 ) (11,194,249 )
Contributions 1,104,206 — 1,104,206 3,039,127 — 3,039,127
Administrative fee on agency endowments 329,916 — 329,916 351,729 — 351,729
Net assets released from restrictions 452,259 (452,259) — 454,892 (454,892 ) —
Total Public Support and Revenue 7,412,745 550,784 7,963,529 (5,557,700 ) (2,245,693 ) (7,803,393 )
EXPENSES
Program Services
Grants for charitable purposes 2,181,760 — 2,181,760 1,980,574 — 1,980,574
Grant administration expense 156,467 — 156,467 146,790 — 146,790
Supporting Services
Management and general 306,023 — 306,023 274,000 — 274,000
Fundraising 192,575 — 192,575 183,863 — 183,863
Total Expenses 2,836,825 — 2,836,825 2,585,227 — 2,585,227
Change in Net Assets 4,575,920 550,784 5,126,704 (8,142,927 ) (2,245,693 ) (10,388,620 )
Net Assets - July 1 43,789,372 8,126,407 51,915,779 51,932,299 10,372,100 62,304,399
Net Assets - June 30 $ 48,365,292 $ 8,677,191 $ 57,042,483 $ 43,789,372 $ 8,126,407 $ 51,915,779
STATEMENT OF ACTIVITIES
June 30, 2023 and 2022
1514
INVESTMENTS
AS OF JUNE 30, 2023 COST FAIR VALUE
Cash and cash equivalents $ 797,717 $ 797,717
Large-cap equities and S&P 500 index fund 20,020,127 27,894,899
Mid-cap equities 10,176,630 10,391,251
Small-cap equities 10,245,635 9,612,743
International equities 54,385,961 53,140,675
Commodities and inflation hedges 9,388,829 9,705,889
Bond mutual funds and commingled investment pool 33,955,350 32,613,231
Real estate 547,266 1,964,638
Total Investments $ 139,517,515 $ 146,121,043
INVESTMENTS
AS OF JUNE 30, 2022 COST FAIR VALUE
Cash and cash equivalents $ 799,842 $ 799,842
Large-cap equities and S&P 500 index fund 18,985,723 22,628,375
Mid-cap equities 10,181,732 8,625,545
Small-cap equities 11,027,038 8,527,579
International equities 53,236,886 46,667,712
Commodities and inflation hedges 10,421,204 10,357,033
Bond mutual funds and commingled investment pool 35,067,170 32,784,333
Real estate 598,577 1,946,433
Hedge composite — 61,124
Total Investments $ 140,318,172 $ 132,397,976
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 aect 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 dier 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:
NET ASSETS WITHOUT
DONOR RESTRICTIONS
Net assets that are not subject to donor-imposed
stipulation. The governing board has designated,
from assets without donor restrictions, net assets
for purposes of maintaining field of interest,
unrestricted, donor-advised and donor-designated
funds in perpetuity.
NET ASSETS WITH
DONOR RESTRICTIONS
Net assets subject to donor (or certain grantor)
imposed restrictions. Some donor-imposed
restrictions are temporary in nature, such as those
that will be met by the passage of time or by actions
of the Foundation pursuant to those stipulations
prescribed by the donor. Other donor-imposed
restrictions are perpetual in nature, where the donor
stipulates that resources be maintained in perpetuity.
Donor-imposed restrictions are released when a
restriction expires, that is, when the stipulated time
has elapsed, when the stipulated purpose for which
the resource was restricted has been fulfilled, or
both. The Foundation had no net assets with donor
restrictions required to be maintained in perpetuity
during the years ended June 30, 2023 and 2022.
NOTES TO FINANCIAL STATEMENTSSUMMARY OF INVESTMENTS
June 30, 2023 and 2022
The Catholic Community Foundation is audited
annually. Copies of the complete audit reports are
available upon request.
MARY ELLEN MARKOWSKI
President
The Catholic Community Foundation
CAROL MCINERNY
Community Volunteer
former Domestic Tax Director
Johnson Controls International, PLC
ANTHONY NGUYEN
Region Bank President, Wisconsin Region
Wells Fargo Bank, N.A.
THOMAS J. NOLTE
Director, Madison Investments
MOST REV. JAMES SCHUERMAN
Auxiliary Bishop
Vicar General
Archdiocese of Milwaukee
KEITH B. SIERRA
Senior Financial Associate
RBC Wealth Management
ANNE C. TRUNZO
Community Volunteer
Co-Founder Impact100 Greater Milwaukee
STAFF
1716
JOHN BLICKLE
Controller
ANGELA GUNJA
Administrative Coordinator
DAVID R. STRELITZ, CHAIRMAN
Senior Vice President & Regional Manager
Associated Bank Private Wealth
MARK J. ANDRES
Attorney
Amundsen Davis LLC.
CHRISTOPHER P. BROWN
Treasurer and Chief Financial Ocer
Archdiocese of Milwaukee
BARBARA ANNE CUSACK
Chancellor
Archdiocese of Milwaukee
MATTHEW B. FAHEY
Community Volunteer,
former Managing Director
BMO Global Asset Management
KATHLEEN M. HUEVLER
Program Manager
ALS Association Wisconsin Chapter
AMY S. KIISKILA
Wealth Manager
Annex Wealth Management
BRIAN LUCARELI
Director, Foley Private Client Services
Foley & Lardner LLP
BOARD OF DIRECTORS
MARY ELLEN MARKOWSKI
President
The Catholic Community Foundation
DAVID R. STRELITZ
Chairman
Senior Vice President & Regional Manager
Associated Bank Private Client Services
637 EAST ERIE STREET n MILWAUKEE, WI 53202
T: 414.431.6402 n F: 414.431.6407 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 legaciesoaith.org
