EIN 41-1893463

Catholic United Financial Foundation

IRS 501(c) type
Num. employees
Year formed
Most recent tax filings
The Foundation, inspired by the gospel of Jesus christ, serves the members, employees, and friends of Catholic United Financial, a not-for-profit fraternal benefit society, by:- being accountable to our donors and faithful to our church's mission,- su...
Related structure
Catholic United Financial Foundation is a subordinate organization under Catholic United Financial.
Also known as...
Catholic Aid Association Foundation
Total revenues
Total expenses
Total assets
Num. employees

Program areas at Catholic United Financial Foundation

In 2021, the Foundation grant program provided 150 grants to Catholic schools and parishes for technology and chastity & abstinence programs amounting to $94,579. The Foundation's schuler seminarian fund provided 176 seminarians with $71,400 in scholarship support to aid in their continuing education towards becoming a priest. The Foundation's Catholic United disaster response assists victims from natural disasters. The disaster response program provided education and support for various community members and organizations so that they will be able to assist themselves and others in need following natural disasters. A trailer equipped with the tools and equipment necessary to assist with clean up and recovery after disasters was deployed providing us the ability to serve all people in need regardless of race, creed and/or religion. The Foundation also provides charitable gift annuities, donor advised funds, charitable deferred annuities, and charitable life insurance to Catholic United Financial members. The Foundation matches the members giving and their finances, integrating giving into their overall Financial strategy while ensuring they can achieve their charitable goals through sound, conservative fiscal management. The Foundation also offers organizational advised funds to assist parishes and cemeteries with their long term and endowment management and investment needs. The program grants and distributions from these efforts provided almost $2.9 million in support of charitable organizations, churches and schools across the upper midwest in 2021.

Grants made by Catholic United Financial Foundation

GranteeGrant descriptionAmount
Catholic United FinancialOperational Support$140,263
School Sisters of Notre DameParish Support$5,809

Who funds Catholic United Financial Foundation

Grants from foundations and other nonprofits
Felhaber Larson Fenlon and Vogt FoundationCharitable Contribution$1,500
Chase Family FoundationReligious$1,000

Personnel at Catholic United Financial Foundation

Robert HeuermannExecutive Director$0
James "Jim" GibbonsDirector of Operations
Robert F. KrattenmakerLead Director for the Last Two Years, Chair of the Audit Committee
Michael AhlesPresident and Chief Executive Officer / Senior Vice President and Secretary - Treasurer$0
Paul ZastrowSenior Vice President and Secretary - Treasurer$0

Financials for Catholic United Financial Foundation

RevenuesFYE 12/2021
Total grants, contributions, etc.$5,258,639
Program services$0
Investment income and dividends$463,509
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$278,170
Net income from fundraising events$20,704
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,021,022

Form 990s for Catholic United Financial Foundation

Fiscal year endingDate received by IRSFormPDF link
2019-122021-04-05990View PDF
2018-122020-02-14990View PDF
2017-122019-03-15990View PDF
2016-122017-12-27990View PDF
2015-122017-04-07990View PDF
...and 6 more Form 990s
Data update history
June 3, 2023
Updated personnel
Identified 2 new personnel
May 12, 2023
Received grants
Identified 1 new grant, including a grant for $1,500 from Felhaber Larson Fenlon and Vogt Foundation
November 15, 2022
Used new vendors
Identified 1 new vendor, including
July 2, 2022
Received grants
Identified 1 new grant, including a grant for $5,638 from Mightycause Charitable Foundation
August 23, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Grantmaking organizationsMutual assistance organizationsChapter / child organizationsCharities
Funds one specific organizationReligiousChristianOperates donor advised fundsFundraising eventsEndowed supportCommunity engagement / volunteeringProvides scholarshipsFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employees
General information
3499 Lexington Ave North
Saint Paul, MN 55126
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
Ramsey County, MN
Website URL
(651) 765-4135
IRS details
Fiscal year end
Taxreturn type
Form 990
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
NTEE code, primary
X11: Religion-Related Single Organization Support
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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