Trusted Fraternal Life
Trusted Fraternal Life's mission is serving communities, providing financial security and enhancing quality of life.
Key facts about Trusted Fraternal Life
- EIN
- 39-0201015
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $356,712
- Grants made (2024)
- 9
- Average grant
- $39,635
- Median grant
- $10,000
- Total assets
- $1,905,498,742
- Primary geography
- Wisconsin (95% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Trusted Fraternal Life funds
By grant dollars, the top recipient states for Trusted Fraternal Life's 9 itemized 2024 grants were Wisconsin (95%). The most frequent recipient cities were Milwaukee, WI (5 grants). 33% of grants with a stated purpose were for general or operating support. Recurring purposes include "Support Catholic education" (3 grants).
How Trusted Fraternal Life gives
- Giving fell 43% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Trusted Fraternal Life
- How to evaluate Trusted Fraternal Life as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Trusted Fraternal Life with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9B
Annual Giving
$357K
Grant Count
9
Avg Grant Size
$40K
About Trusted Fraternal Life
Based on IRS filings
Trusted Fraternal Life is a nonprofit organization, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.9B in total assets. In 2024, it awarded 9 grants totaling $357K. Net investment income was $72.7M.
Ready to take the next step with Trusted Fraternal Life?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $1,905,498,742 | $1,688,153,935 | $1,696,774,589 |
| Revenue | $162,824,762 | $127,605,313 | $138,292,152 |
| Expenses | $158,715,741 | $118,686,636 | $127,105,719 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $72,732,227 | $65,842,551 | $72,374,366 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Catholic Financial Life Foundation Inc ($277,817), St Francis De Sales Seminary ($20,000), St Vincent De Paul ($11,693).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC FINANCIAL LIFE FOUNDATION INC Milwaukee, WI | Scholarships and educational initiatives | $277,817 |
| ST FRANCIS DE SALES SEMINARY St Francis, WI | Support Catholic education | $20,000 |
| ST VINCENT DE PAUL Maryland Heights, MO | National partner | $11,693 |
| ARCHDIOCESE OF MILWAUKEE Milwaukee, WI | Support Catholic education | $10,000 |
| CAPUCHIN COMMUNITY SERVICES Milwaukee, WI | General support and sponsorship | $10,000 |
| UNITED WAY OF GREATER MILW & WAUK CO Milwaukee, WI | General support | $9,400 |
| UNITED COMMUNITY CENTER Milwaukee, WI | General support for hispanic initiatives | $6,410 |
| UA RESISTANCE FOUNDATION Schiller Park, IL | Humanitarian relief | $5,892 |
| ST JOSEPH CATHOLIC ACADEMY Kenosha, WI | Support Catholic education | $5,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 | $509,886 |
| Christopher J Martin | Vice President Compliance | 45 | $410,094 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $287,809 |
| Michael C Eyrich | Vice President Distribution | 45 | $263,559 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $229,920 |
| Michael J Attewell | Chief Information Officer | 45 | $260,874 |
| Rogelio Cabral | Vice President Sales | 45 | $215,135 |
| Linda M Hanson | Vice President Actuary | 45 | $240,685 |
| Janet J Carmody | Director of Information Systems | 45 | $229,393 |
| Sara J Walker | Vice President Investments | 45 | $220,910 |
| Amy L Bellows | Vice President Transformation | 45 | $193,599 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $210,180 |
| Peter L Duellman | Director of Actuarial and Analystics | 45 | $205,694 |
| Julie B Langolf | Director of Office Administration | 45 | $192,783 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 45 | $158,628 |
| William R O'Toole | Former Chief Executive Officer | — | $55,073 |
| Allan G Lorge | Director and Board Chair | 4 | $50,000 |
| William R O'Toole | Director | 3 | $38,000 |
| Michael A Giffhorn | Director | 3 | $34,000 |
| Kari L Niedfeldt-Thomas | Director | 3 | $31,000 |
| Susan M Obermiller | Director | 3 | $26,750 |
| Jeffrey B Tilley | Director | 3 | $26,750 |
| Coral M Grout | Director | 3 | $25,000 |
| Sandra T Dempsey | Director | 3 | $24,500 |
| Joseph G Kopinski | Director | 3 | $24,500 |
| Lisa A Mick | Director | 3 | $23,500 |
| James B Hunsanger III | Director | 3 | $10,750 |
Frequently Asked Questions
How large is Trusted Fraternal Life?
As of 2024, Trusted Fraternal Life holds $1.9B in total assets with $162.8M in annual revenue. It awarded 9 grants totaling $357K in 2024.
Where does Trusted Fraternal Life operate?
Trusted Fraternal Life has awarded grants in Illinois, Missouri, Wisconsin.
What size grants does Trusted Fraternal Life award?
In 2024, Trusted Fraternal Life awarded 9 grants totaling $357K — an average of about $40K per grant, based on its IRS Form 990 filings.
What is Trusted Fraternal Life's EIN?
Trusted Fraternal Life's EIN (Employer Identification Number) is 39-0201015. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.