Trusted Fraternal Life
Trusted Fraternal Life's mission is serving communities, providing financial security and enhancing quality of life.
Trusted Fraternal Life at a glance
In short: Trusted Fraternal Life gave $357K across 9 grants in 2024 (avg $40K), mostly in Wisconsin. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $356,712
- +10.4% vs 2023
- Grants made (2024)
- 9
- -10.0% vs 2023
- Average grant
- $39,635
- +22.6% vs 2023
- Median grant
- $10,000
- Total assets
- $1,905,498,742
- +10.1% vs 2023
- Primary geography
- Wisconsin (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Trusted Fraternal Life funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Catholic Financial Life Foundation Inc ($278K). Together the top 9 received $357K.
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 54 grants of 59 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Trusted Fraternal Life gives
- Giving fell 43% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $185K (2020) to $629K (2021). In 2024 it made 9 grants totaling $357K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Trusted Fraternal Life?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,905,498,742 | $162,824,762 | $158,715,741 | $356,712 | 9 | $72,732,227 |
| 2023 | $1,731,339,776 | $161,829,151 | $151,748,838 | $323,254 | 10 | $71,796,129 |
| 2022 | $1,688,153,935 | $127,605,313 | $118,686,636 | $357,975 | 10 | $65,842,551 |
| 2021 | $1,696,774,589 | $138,292,152 | $127,105,719 | $628,603 | 20 | $72,374,366 |
| 2020 | $1,683,228,815 | $141,566,619 | $127,613,237 | $185,457 | 10 | $75,907,987 |
| 2019 | $1,678,942,715 | $154,766,865 | $146,089,742 | $356,767 | 13 | $72,465,614 |
About Trusted Fraternal Life
Based on IRS filings
Trusted Fraternal Life is a public charity, 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.
Leadership & Key People
Officers and directors from IRS filings
Trusted Fraternal Life is led by John T Borgen, President & Chief Executive Officer since 2022 (on filings since 2019); all 26 officers listed in 2024 are compensated.
Officers on the 2024 filing
John T Borgen
President & Chief Executive Officer
Chief Marketing Officer → President, 2021
President → President & Chief Executive Officer, 2022
On filings since 2019
45 hrs/week
$205K (2019) → $510K (2024)
Allan G Lorge
Director & Board Chair
Director → Director & Board Chair, 2022
On filings since 2019
4 hrs/week
$19K (2019) → $50K (2024)
Coral M Grout
Director
On filings since 2019
3 hrs/week
$18K (2019) → $25K (2024)
Jeffrey B Tilley
Director
Former Secretary, Chief Financial Officer & Director → Director, 2020
On filings since 2019
3 hrs/week
$201K (2019) → $27K (2024)
Joseph G Kopinski
Director
On filings since 2019
3 hrs/week
$18K (2019) → $25K (2024)
Joseph K Kohut
Director of Brokerage Operations
Director of Brokerage → Director of Brokerage Operations, 2020
On filings since 2019
45 hrs/week
$166K (2019) → $230K (2024)
Lisa A Mick
Director
On filings since 2019
3 hrs/week
$18K (2019) → $24K (2024)
Sandra T Dempsey
Director
On filings since 2019
3 hrs/week
$18K (2019) → $25K (2024)
Susan M Obermiller
Director
On filings since 2019
3 hrs/week
$19K (2019) → $27K (2024)
William R O'Toole
Former Chief Executive Officer & Director
President & Chief Executive Officer → Chief Executive Officer, 2021
Chief Executive Officer → Director & Former Chief Executive Officer, 2022
On filings since 2019
3 hrs/week
$504K (2019) → $55K (2024)
Kari L Niedfeldt-Thomas
Director
On filings since 2021
3 hrs/week
$19K (2021) → $31K (2024)
Peter L Duellman
Director of Actuarial & Analystics
Director of Actuarial & Analytics → Director of Actuarial & Analystics, 2024
On filings since 2021
45 hrs/week
$154K (2021) → $206K (2024)
Jake G Maliszewski
Director of Financial Planning & Analysis
On filings since 2023
45 hrs/week
$148K (2023) → $159K (2024)
Michael A Giffhorn
Director
On filings since 2023
3 hrs/week
$22K (2023) → $34K (2024)
James B Hunsanger III
Director
New on the 2024 filing
3 hrs/week
$11K (2024)
Janet J Carmody
Director of Information Systems
New on the 2024 filing
45 hrs/week
$229K (2024)
Julie B Langolf
Director of Office Administration
New on the 2024 filing
45 hrs/week
$193K (2024)
Kari R Diestelhorst
Chief Financial Officer
On filings since 2019
45 hrs/week
$189K (2019) → $288K (2024)
Kristen L Mueller
Secretary & Vice President Human Resources
Vice President - Human Resources → Secretary & Vice President - Human Resources, 2020
Secretary & Vice President - Human Resources → Secretary & Vice President Human Resources, 2021
On filings since 2019
45 hrs/week
$175K (2019) → $210K (2024)
Linda M Hanson
Vice President Actuary
Vice President Actuary → Vice President of Actuarial, 2022
Vice President of Actuarial → Vice President Actuary, 2024
On filings since 2019
45 hrs/week
$164K (2019) → $241K (2024)
Rogelio Cabral
Vice President Sales
Vice President - Sales → Vice President Sales, 2021
On filings since 2019
45 hrs/week
$246K (2019) → $215K (2024)
Michael C Eyrich
Vice President Distribution
Vice President Distribution → Senior Vice President Membership, 2023
Senior Vice President Membership → Vice President Distribution, 2024
On filings since 2021
45 hrs/week
$14K (2021) → $264K (2024)
Michael J Attewell
Chief Information Officer
Director Information Technology → Vice President of Information Technology, 2022
Vice President of Information Technology → Chief Information Officer, 2023
On filings since 2021
45 hrs/week
$146K (2021) → $261K (2024)
Sara J Walker
Vice President Investments
On filings since 2021
45 hrs/week
$123K (2021) → $221K (2024)
Amy L Bellows
Vice President Transformation
New on the 2024 filing
45 hrs/week
$194K (2024)
Christopher J Martin
Vice President Compliance
New on the 2024 filing
45 hrs/week
$410K (2024)
Former officers (18)
- Former: Cynthia E Feld (2022–2023) — Controller
- Former: Eric J Atkins (2023) — It Operations Team Lead
- Former: Jeffrey R Piotrowski (2019–2022) — Former Chief Operations Officer
- Former: John C Mack (2019–2022) — Director
- Former: Kerry E Riemer (2019–2022) — Former Controller
- Former: Kristin O'Connell (2019–2022) — Sales Advisor
- Former: Rachel L Wolf (2019–2022) — Associate Actuary
- Former: David C Singer (2019–2021) — Director
- Former: Michael Stivoric (2019–2021) — Director & Board Chair
- Former: Milagros Gonzalez (2020–2021) — Former Executive Director
- Former: Robert W Chappo (2021) — Regional Sales Director
- Former: Archbishop Jerome E Listecki (2019–2020) — Director
- Former: Mike Attewell (2019–2020) — Director -Information Technology
- Former: Kari L Niefeldt Thomas (2020) — Director
- Former: Kristin Jorgenson (2020) — Senior Project Manager
- Former: Peter Duelmann (2020) — Associate Actuary
- Former: Andrea Kincaid (2019) — Director - Marketing
- Former: Charles AB Haas (2019) — Vice President Buisness Development
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $510K, to John T Borgen (President and Chief Executive Officer). 27 officers or directors reported compensation on that filing.
Frequently asked questions about Trusted Fraternal Life
How much does Trusted Fraternal Life give each year?
Trusted Fraternal Life gave $357K across 9 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $323K across 10 grants.
What is Trusted Fraternal Life's typical grant size?
Trusted Fraternal Life's median grant in 2024 was $10,000, and its average grant was $39,635, across 9 grants on its 2024 IRS Form 990.
Where does Trusted Fraternal Life give grants?
Trusted Fraternal Life gives mostly in Wisconsin: 95% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Milwaukee, WI (5 grants).
Does Trusted Fraternal Life give general operating support?
Yes: 33% of Trusted Fraternal Life's 2024 grants with a stated purpose (3 of 9) were for general or operating support, per its 2024 IRS Form 990. Recurring purposes include "Support Catholic education" (3 grants).
Who are Trusted Fraternal Life's largest grantees?
Trusted Fraternal Life's largest 2024 grantees include Catholic Financial Life Foundation Inc ($277,817), St Francis De Sales Seminary ($20,000) and St Vincent De Paul ($11,693), according to its 2024 IRS Form 990. Together they received 87% of its itemized 2024 grant dollars.
How large is Trusted Fraternal Life?
Trusted Fraternal Life reported $1.9B in total assets on its 2024 IRS Form 990. Its revenue that year was $162.8M.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS September 10, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS October 22, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 7, 2023)
- Added Form 990 for fiscal year 2023 (received by the IRS September 19, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 16, 2025)
- IRS filings on file for fiscal years 2019–2024
Other open foundation grants in Wisconsin
Wisconsin Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Trusted Fraternal Life's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Archdiocese of Milwaukee Catholic Community Foundation Inc
Milwaukee, WI
It funds Catholic education, parish and agency leadership, community-building and services for people in need, and health care in Milwaukee, with a focus on southeastern Wisconsin. Recent grants ranged from $5,825 to $188,890, with a median award of $15,000; the profile describes a letter-of-inquiry process for one grant cycle but does not state whether unsolicited requests are accepted.
Assets
$175.9M
Grants
88
Total Given
$2.2M
Catholic Financial Life Foundation Inc
Milwaukee, WI
Catholic Financial Life Foundation supports Catholic education, religious organizations, help for people in need, and people with special needs, with recent grants also covering humanitarian relief and community development. Its 2024 grants ranged from $8,619 to $109,333, with a median of $37,500, and went mainly to Wisconsin organizations, with some funding in Iowa and Minnesota. The profile does not state whether it accepts unsolicited requests.
Assets
$3.5M
Grants
11
Total Given
$465K
Evan & Marion Helfaer Foundation
Elm Grove, WI
The Evan & Marion Helfaer Foundation supports Wisconsin organizations across education, health, conservation, culture, and human services. In 2025, it made 94 grants ranging from $350 to $400,000, with a median grant of $1,500; it accepts requests using a written form and lists no deadlines.
Assets
$16.3M
Grants
94
Total Given
$1.0M
Mary Martha & Emmett J Doerr Charitable
Naples, FL
The foundation primarily supports Catholic education, along with religious, educational, community, and social-service organizations, with 2026 grants ranging from $500 to $37,100 and a median of $5,000. Recent grants went to organizations in multiple states, especially Wisconsin, Illinois, Texas, and South Dakota. It accepts unsolicited requests by letter, and its filing lists the deadline as open.
Assets
$4.8M
Grants
26
Total Given
$246K
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$1.1B
Grants
838
Total Given
$66.8M
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Trusted Fraternal Life's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Trusted Fraternal Life down — hundreds of funders to go?