- The Catholic Foundation

Transcription

I amBrtheead of Life
THE
CATHOLIC
FOUNDATION
Celebrating 20 Years of Blessings
1985 - 2005
2005 Annual Report
I am the bread of life;
he who comes to me
shall not hunger, and
he who believes in me
shall never thirst.
John 6:35
Mis ion Statement
The mission of The Catholic Foundation is to financially support the
spiritual, educational and social needs of our Catholic community.
Catholics are called by God to protect human life, to promote dignity, to
defend those who are poor, to strengthen the Church and to seek the
common good. The Catholic Foundation exists to help Catholics live out
this sacred mission of the Church, through the wise stewardship and
thoughtful sharing of their financial resources.
We provide opportunities for people to permanently fund the causes that
are most meaningful to them, thus supporting and amplifying the work of
parishes, schools, ministries and organizations. We are here to help
donors often accomplish more with their gift than they thought possible.
We are here to serve the Church.
A Message From OurBishop
My dear brothers and sisters in Christ,
When Pope John Paul II declared the Year of the
Eucharist, he called upon each of us to renew our
gratitude for the holiest and most precious sacrament
of all. As I look through this 2005 annual report of
The Catholic Foundation, I am inspired by the faithfilled men and women who express their gratitude
through their unselfish giving for the good of their
brothers and sisters in the Body of Christ. The
descriptions of the funds, and the long and diverse
list of recipients of these funds in this report are all
reflections of a people who truly celebrate Christ’s
love and blessings as the Bread of Life.
I pray that you will be inspired by the good works that
are being accomplished through the generosity of the
Foundation’s many donors. Each of these individuals
has made a difference in the lives of others by heeding
our Lord’s call to reflect the Eucharist.
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I can think of few better ways to manifest the gift of
the Bread of Life than by serving as ambassadors of
His message and good stewards of the world He has
entrusted to our care. As you encounter the living
Christ throughout the coming year, I invite you to
express your gratitude by sharing your blessings in
any way that the Holy Spirit inspires you.
May God continue to bless and keep you.
Sincerely yours in Christ,
Most Reverend Frederick F. Campbell, D.D., Ph.D.
Bishop of Columbus
I am the Bread of Life
A Message From OurBoard
Dear Friends,
On behalf of our entire Board of Trustees, I am
honored and pleased to report on the status of
The Catholic Foundation as we celebrate 20 years
of helping people “do something beautiful for God.”
This has been another year of growth and inspiration.
Forty-eight new funds were established this year,
bringing the assets managed by the Foundation to
over $94 million. More importantly, we were blessed
to distribute more than $3.5 million to the parishes,
schools, agencies and organizations that serve our
diocese. Since 1985, with an initial $1 million in
assets, we have been blessed to distribute over $28
million to our Catholic community. This is truly a
remarkable testament to the goodness of the hundreds
of men and women who have been and continue to
be associated with The Catholic Foundation.
In this, the Year of the Eucharist, we are renewing
our deep commitment to the blessings that have
been entrusted to us. We recognize that all we have
and all we are, are gifts from God, freely given to us,
not for our possession, but for our responsibility to
be good stewards.
As we continue on our path of financially supporting
the spiritual, educational and social needs in our
Catholic community, we give thanks for the gift of
the Eucharist, and pray that this sacrament will
inspire each of us to achieve even greater acts of
stewardship in the coming year.
Sincerely,
Carlos Cherubin, Chairman
Board of Trustees
THE CATHOLIC FOUNDATION Annual Report 2005
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Celebrating 20 Years of Bles ings
Board of Trustees
Frederick F. Campbell, D.D., Ph.D.,
Bishop of Columbus
Patricia Igoe,
St. Brendan Parish
Carlos Cherubin, Chairman,
St. Paul Parish
Timothy M. Kelley,
St. Agatha Parish
Edward Burke Carey, President,
St. Joan of Arc Parish
Edward Kistner,
St. Matthew Parish
D. Peter Beirne, Jr., President-Elect,
St. Paul Parish
Dr. Bruce McWhinney,
St. Brigid of Kildare Parish
Andrew J. Sonderman, Secretary,
St. Matthew Parish
Robert D. Meyers,
St. Andrew Parish
Stephen A. Madru, Treasurer,
St. Peter Parish, Chillicothe
J. Craig Mohre,
Church of the Resurrection
John L. Sauter, Immediate Past Chairman,
St. Paul Parish
Msgr. Stephan J. Moloney,
St. Matthew Parish
Robert H. Morosky, Chairman Emeritus,
St. Joseph Cathedral Parish
Matthew D. Palmer,
St. Catharine Parish
Donald C. Barcza,
St. Paul Parish
Michael A. Petrecca,
Our Lady of Victory Parish
Gregory J. Bauer,
St. Agatha Parish
Ronald Rowland,
St. Peter Parish
Thomas M. Berg, Jr.,
Dr. Ann E. Schiele,
St. Paul Parish
Daniel T. Burkhart,
St. Mary Parish, Marion
Ka Ren Steele,
Dr. Jack P. Calareso,
Ohio Dominican Chapel
Marilyn Tomasi,
Dominic Cavello,
St. Thomas the Apostle Parish
Theodore P. Uritus,
St. Andrew Parish
Michael F. Curtin,
St. Margaret of Cortona Parish
Rev. Michael B. Watson,
St. Andrew Parish
Robert J. Gorman,
St. Thomas More Newman Center Parish
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Staff
Rick Jeric,
Interim Executive Director
St. Brigid Parish
David VanWassenhove,
Associate Director
St. Elizabeth Parish
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Sue VanWassenhove,
Director of Community Relations
Scott Hartman,
Director of Donor Administration
St. Matthias Parish
Nancy Biecker,
Accountant
St. Peter Parish
Traci Breeckner,
Administrative Assistant
Pope John XXIII Parish
Founder’sClub Members 2004 - 2005
Mr. & Mrs. William S. Barry
Mr. & Mrs. Charles R. Malowney
Mr. Colin E. Bayliss
Mr. & Mrs. John O. Mattingly
Mr. Joseph M. Berwanger
Mr. & Mrs. Thomas D. McAuliffe Family
Mr. & Mrs. Michael Bugosh
Mr. & Mrs. James D. McGill
Mr. Edward Burke Carey
Mrs. Mary McGuire
Mr. & Mrs. Joseph Concheck
Mr. & Mrs. Lawrence McLernon
Mr. & Mrs. Robert L. Dawes
Dr. & Mrs. Patrick Moore
Mr. & Mrs. William J. Denk & Family
Mr. & Mrs. Michael R. Morosky
Mr. & Mrs. Mark L. DiSabato
Mr. & Mrs. Robert H. Morosky
Dr. & Mrs. Francis V. Dono
Mr. & Mrs. H.M. Butch O'Neill
Mrs. Ernesta Johnson Fay
Mr. & Mrs. Edward Onderko
Mr. & Mrs. Patrick J. Fehring Jr. & Family
Mr. & Mrs. Stephen R. Papanek
Msgr. James A. Geiger
Mr. & Mrs. Ronald L. Rowland
Mr. & Mrs. Jack F. Gibbons Sr. & Family
Ms. Mary E. Rutledge
Most Reverend James A. Griffin
Mr. & Mrs. David J. Ryan
Mr. & Mrs. Richard Gummer
Mr. & Mrs. Milton Schott
Mr. & Mrs. John M. Haemmerle
Mr. & Mrs. Richard R. Stedman
Msgr. James P. Hanley
Mr. & Mrs. F.W. Sullivan Jr.
Mr. & Mrs. Arthur Herrmann
Mr. & Mrs. Mike F. Sullivan Jr.
Mr. & Mrs. Kenneth A. Hoffman
Mr. & Mrs. Ronald A. Thomas Sr.
Mr. & Mrs. Daniel J. Igoe
Mr. & Mrs. James J. Tornes
Mr. & Mrs. James M. Kennedy
Mrs. Virginia West
Mr. & Mrs. Alfred J. Kobacker Family
Mr. & Mrs. Raymond E. Kreber Jr.
Dr. & Mrs. Ralph D.Lach & Family
Mr. & Mrs. Bernard Lawless
Dr. & Mrs. Adolph V. Lombardi Jr.
Mr. & Mrs. Francis D. Lyons
Mr. & Mrs. Stephen A. Madru
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Profes ional Advisor’sCommittee 2004 - 2005
John Afek
AssetLink, Ltd.
Immaculate Conception Parish
Robert Cargin
Regis Financial Group
St. Paul Parish
William J. Mackenbach
Mackenbach & Associates
Upper Arlington Lutheran
Mary M. Albright
Reese, Pyle, Drake & Meyer
St. Edward The Confessor, Granville
James J. Csaszar
Catholic Diocese of Columbus
St. Anthony Parish
Michael P. Mahoney
Bailey Cavalieri, LLC
St. Andrew Parish
Teri R. Alexander
Alexander Financial Planning, Inc.
Michael J. Edwards
Northwestern Mutual
Financial Network
St. Agatha Parish
Thomas J. Maynard
Archer, Flury & Company
Leonard W. Barbe
The Barcza Group
St. Peter Parish
Nancy C. Biecker
The Catholic Foundation
St. Peter Parish
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Thomas J. Bonasera
Thompson Hine, LLP
John J. Bowen
Bowen, Powell & Company
St. Joseph, Circleville
James H. Bownas
Gamble Hartshorn Johnson
Company, LPA
St. Peter Parish
Daniel E. Bringardner
Wiles, Boyle, Burkholder
& Bringardner
Cheryl A. Brown
Brown Financial & Insurance
Services
St. Michael Parish
William W. Brown
Attorney At Law
Grace Brethren, Worthington
Patrick J. McCarren
Financial Advisor
Matthew C. Faehnle
Attorney At Law
Holy Family Parish
Timothy M. Frericks
Frericks and Howard, L.P.A.
St. Mary, Marion
William J. McLoughlin
Metz & Bailey
St. Paul Parish
Steven D. Meier
Cardinal Financial Services
Robert S. Hendrix
Attorney At Law
St. Brendan Parish
Sandra Heusinkveld
Financial Planning Perspectives
Clara J. Hudak
Hudak and Roach Attorneys
St. Peter Parish
Joseph B. Hull
Fiduciary Solutions, LTD
St. Michael Parish
David L. Humphrey
Zaino & Humphrey, LPA
St. Pius X Parish
Michael Iannarino
Wachovia Securities
Douglas R. Jackson
Jackson & Curtin, Company, L.P.A.
Richard F Meyer
Browning & Meyer
St. Agatha Parish
Alan K. Mooney
Mooney Financial Services
Company, Inc
Holy Family Parish
Joseph C. Murray
St. Andrew Parish
William F. Newman
Lucas, Prendergast, Albright,
Gibson & Newman
St. Peter Parish
Kevin R. Nose
Gallagher, Gams, Pryor, Tallan
& Littrell, LLP
John E. Oberfield
Oberfield Tax Consulting
St. Francis DeSales, Newark
Daniel B. Roe
Budros & Ruhlin, Inc.
Michelle K. Stroh
NationMead Adam Investment
Carl Ricci Obert
Ernst & Young, LLP
St. Brigid of Kildare Parish
Ronald L. Rowland
Vorys, Sater, Seymour and
Pease, LLP
St. Peter Parish
Kristen J. Sydney
Sagemark Consulting/ GBQ
Financial Services
Matt D. Palmer
The Joseph Group, Inc.
Lauren M. Peterson
Peterson & Associates
St. Joseph, Plain City
Rosemary Ebner Pomeroy
Attorney At Law
St. Michael Parish
James A. Rutledge
Bricker and Eckler
St. Andrew Parish
James M. Vonau
Decker, Vonau, Sybert, Lackey
& Viets Co.
St. Matthew Parish
John L. Sauter
Attorney At Law
St. Paul Parish
Ed T. Wandtke
Wandtke & Associates Inc.
Robert N. Signor
Multi-Planning ll
Seton Parish
Kaye P. Willi
Attorney At Law
Upper Arlington Lutheran
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Kyrie Bequest Society Members
The following individuals have informed The Catholic Foundation that their estate
plans included provisions for The Catholic Foundation, thus making them members
of The Kyrie Bequest Society. This list includes those who have identified themselves
as of June 30, 2005:
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Anonymous 1
Anonymous 2
Anonymous 3
Anonymous 4
Mr. & Mrs. Adam Bangert
Mr. Colin Bayliss
Mr. & Mrs. D. Peter Beirne, Jr.
Mr. Greg Berning
Mr. & Mrs. Joseph Berwanger
Mrs. Mabell Black
Msgr. Anthony Borrelli
Mr. & Mrs. James H. Bownas
Mr. Charles Brown
Dr. & Mrs. Richard Carr
Mrs. Dorothy Carroll
Mr. & Mrs. Francis Carroll
Mr. Ronald W. Carstens
Ms. Elenor Catalina
Ms. Genevieve Chamblin
Mr. John M. Clifford
Mr. & Mrs. James F. Coffey
Fr. Wm. J. Connor
Mr. Paul A. Crowley
Mr. & Mrs. Michael F. Curtin
Mr. Frank J. Damian
Mr. & Mrs. J. Brewster Davis
Mr. & Mrs. Raymond DeVine
Mr. Robert Dowd
Ms. Milded Egner
Mr. & Mrs. Eugene Fassbender
Mr. & Mrs. Gary Fay
Mr. & Mrs. Patrick Fehring
Mr. John Fiano
Mr. Fred Fisher
Mr. & Mrs. John Fry
Msgr. James Geiger
Mr. William J. Geiszler, Jr.
Mr. George Gillig
Mr. & Mrs. Andrew Glockner
Dr. Edmond J. Goold
Mrs. Allen Griffin
Bishop James A. Griffin
Mr. & Mrs. John Haemmerle
Msgr. James P. Hanley
Mr. & Mrs. James Hardgrove
Msgr. Joseph Hendricks
Ms. Clara Hudak
Mr. & Mrs. Marcel Hundziak
Mr. Vernon Jones
Mr. & Mrs. John Kaufman
Mrs. Irene Bodish Kelleher
Mr. & Mrs. James Kennedy
Fr. Edward L. Kessler
Mr.& Mrs. Terrence Lorenz
Mr. & Mrs. James Mahoney
Mr. & Mrs. Robert Manion
Mr. & Mrs. Thomas McAuliffe
Fr. Bernard McClory
Ms. Joanne E. McGuire
Mr. & Mrs. David McQuade
Msgr. Frank J. Meagher
Ms. Dorothy J. Miesse
Ms. Marie L. Miesse
Ms. Amelita Mirolo
Mrs. Dorothy Mooney
Mr. & Mrs. Robert H. Morosky
Mr. Charles Murphy
Mr. & Mrs. Thomas O’Keefe
Mr. & Mrs. C. Richard O'Neil
Mr. & Mrs. Robert Owens
Mr. & Mrs. Matthew Palmer
Ms. Regina Parks
Mr. & Mrs. Frank Plescia
Mrs. Joanne Layman Richards
Mr. John R. Roach
Mr. & Mrs. Donald Rose
Msgr. James Ruef
Mr. James P. Ryan
Mr. John G. Sanzi
Fr. David Schilder
Ms. Josephine Shaffer
Mrs. Walter Siemer
Mr. Richard Sill
Mrs. Helen Slack
Msgr. Edward Spiers
Mr. Richard Spires
Dr. Thomas Stenger, DDS
Mrs. Ralph Streng
Mr. & Mrs. Charles Trivisonno
Mr. & Mrs. George Vargo
Mr. Thomas Wagoner
Ms. Ginger West
Mrs. R. Patrick West
Fr. John Wolf
Ms. Rita Woods
Leave a Legacy of Love
Pass on the Gift of Faith
No matter what stage of life you’re at, it’s never too soon to reflect upon
the kind of legacy you would like to leave for the future. Whether you’re
a young family just starting out, or you’re in the middle of your retirement
years, The Catholic Foundation can help you find a meaningful way to
benefit others through your philanthropy.
Legacy giving is not only for those with wealth. The value of the gift isn’t
measured by the size or the amount, but rather by the amount of heart
put into it.
Depending on your needs, you may choose a giving method that can offer
significant tax advantages, reduce future estate taxes, and/or provide a steady
income for you and your loved ones. Some of the options include: charitable
bequests in your will, memorial funds that honor family members or other
loved ones, charitable gift annuities, trusts, donations of property or investments,
designating the Foundation as a beneficiary of your retirement plan
or using a life insurance policy to make a gift.
If you would like to leave a legacy of love and pass on the gift of faith, but have
questions on how to meet your specific financial and charitable goals, call The
Catholic Foundation. We will personalize an example for your situation and
provide you with other planning ideas that meet your objectives. You or your
professional advisor may contact us at 614-443-8893.
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How to Establish an Endowment
Making Basic Decisions
Establishing an endowment with the Catholic Foundation represents a significant act of charity.
We make the process of establishing a fund as simple as possible. There are only a few basic
decisions you need to make:
• How much do you wish to contribute to open your fund?
• How do you wish to make your contribution? With cash? Appreciated stock? Real estate?
Or, with some other asset?
• Do you want the fund to be in your name? That of a relative or friend? In memory of someone
special in your life? Or some combination of these?
• What charitable cause(s) do you want to benefit from of your fund?
• Do you want to start the fund now? Or, do you prefer to receive an income from your fund
during your lifetime and have the charitable distributions start at your death?
Once you have made these decisions, let us know. We will sit down with you and discuss your
choices. Based on our discussion, we will draw up a simple, two page endowment agreement
that details your charitable intentions. You and an officer of the Foundation sign the agreement
and your fund is ready to receive charitable contributions. It is as simple as that!
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Adding to an Existing Fund
The Foundation may already hold an endowment fund that benefits your parish, school or
favorite Catholic charity. If that is the case, you might wish to add to that fund rather than
open one of your own. You decide how much you would like to contribute, if you want to do
it now or at your death, and if you wish to use cash or other appreciated assets to make your
gift. Then, notify us of your decisions and we will take care of the rest.
Establishing an Endowment Through Your Estate
Bequests such as this qualify donors for automatic membership in The Kyrie Bequest Society.
Please look for information about the society on another page in this report, or call us at 614443-8893 to discuss any questions you may have.
Methods of Giving
A gift through the Catholic Foundation occurs when a donor decides to transfer ownership of something
with monetary value either now or at the time of death. A donor may direct the benefits of a gift to one or
more beneficiaries: for example, a parish, school, program, cause or group. Some donors prefer their gifts
be added to the Church and Community Fund at the Catholic Foundation, thereby providing support for
the greatest needs within the diocese year after year.
The Foundation offers an extensive array of methods of giving to meet its donors’ charitable and financial
needs. Here is a chart of some of the most commonly used giving options.
Type of Gift
Form of Gift
Benefit to Church
Benefit to You
Outright Gift
• Cash
• Stocks/securities
• Real estate
• Insurance
• Vehicle
• Perpetual income
• Interest income used by
parishes, schools and organizations in the Diocese
• Income tax deduction
• No capital gains tax on
appreciated gifts
Bequest
• Cash
• Real estate
• Personal property
• Percentage of estate
• Remainder of estate
• Remainder of estate
after other obligations
have been satisfied
• Bequest will be held in
perpetuity and invested
to fund Church needs as
designated by the donor
• Possible estate tax deduction
• Opportunity to make a
perpetual gift
Charitable Gift
Annuities
• Cash
• Real estate
• Cash
• Real estate
• Possible estate tax deduction
perpetual gift
Insurance
Policies
• Name Catholic
Foundation as policy
owner and/or
beneficiary
• Upon the death of the donor
or last surviving annuitant
remaining assets generate
interest income for the Church
• Opportunity to make substantial
future gift to Church at current
manageable cost
• Income tax deduction for value
of the policy when transferred
• Premium payments may be
deducted as gifts
Charitable
Remainder
Trusts
• Cash
• Real estate
• Foundation receives full face
value of policy upon death
of the donor, or may receive
current surrender value prior
to donor’s death
• Variable or fixed income
• Option to defer income
• Income tax deduction
• Reduction of estate taxes
• No capital gains tax on
appreciated gift (or deferral,
in some instances)
Charitable
Lead Trusts
• Cash
• Real estate
• Foundation receives substantial future gift to support the
work of the Church and the
charities named by the donor
• At end of trust period, principal
returns to donor or heirs
• Principal can pass to others
with little or no shrinkage
• Tax deduction
Retirement
Plan/IRA
• Name Catholic
Foundation as
beneficiary of death
benefit
• Income for duration of trust
helps Church meet spiritual and
human needs that exceed the
capabilities of most parishes,
schools and organizations
major gift
• Estate and income tax
savings
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Special Funds
Donor Advised Funds
A Donor-Advised Fund is a giving option
offered by the Catholic Foundation
that some of our donors have found to
be a convenient and flexible alternative
for their charitable giving. With a
Donor-Advised Fund, the donor may
make substantial gifts to the fund in
profitable years and/or periodic gifts
to the fund over a period of years.
Then, when the donor wishes to make
charitable contributions, they advise the
Foundation regarding the charitable
programs and organizations they would
like supported by the fund.
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The Catholic Foundation fully invests
the assets and the donor is able to make
suggestions about distributions of both
income and principal from the fund.
Therefore, over time the donor has
more money to contribute to charity
than would have been available through
their original gift(s).
Any person or corporation may create
a Donor-Advised Fund by contributing
either current gifts and/or future gifts
through wills, trusts and bequests. Gifts
may be in the form of cash, securities or
other appreciated property. Distributions
from a Donor-Advised Fund may be
directed to either Catholic or nonCatholic charities.
DONOR ADVISED FUNDS AS OF
JUNE 30, 2005
Anonymous
Adam J. & Judith N. Bangert Fund
Barcza Family Fund
Joseph M. Berwanger Fund
Louis P. & Antoinette Bonasso Fund
Boutselis Family Fund
John N. & Laura T. Bradford Fund
Barbara & William J. Burke Fund
Genevieve S. Chamblin Fund
John & Barbara Cleveland Fund
William J. Denk Family Fund
Mary DiGiandomenico Fund
Doyle Family Memorial Fund
Gary & Nancy Fay Fund
Fehring Family Fund
Gary Flynn Fund
Franco Family Fund
Christopher & Teresa George Fund
Gibbons Family Fund
Charles Gummer Family Fund
Richard Gummer Family Fund
George Igel Fund
William P. Igel Fund
Daniel J. Igoe Fund
Walter & Norma Johanni Fund
Irene Bodish Kelleher Fund
Charles & Dorothy Kiehlmeier Johns Fund
William G. & Patricia M. Jurgensen Fund
Michael & Barbara Mascherino Fund
Sue Ellen McClanahan Fund
Bruce & Peggy McWhinney Fund
Robert & Suzanne Meyers Fund
Robert H. Morosky Family Fund
Muetzel Family Fund
Norton Family Fund
Joseph Pingue Fund
Walter R. Platte Fund
Rose Family Fund
Dorothy & Joseph Roth Fund
Ronald & Barbara Rowland Fund
Ellen & David Ryan Family Fund
Ryan Fund
St. Brigid of Kildare Parish Fund
Richard & Elizabeth Stedman Fund
Theodore P. Uritus Family Fund
Ginger West Fund
Tiffanee & Warner Workman Fund
The Church and Community Fund
From the very beginning, The Catholic
Foundation has concentrated on
establishing endowments to benefit
specific Catholic programs and priorities.
Many of the schools, parishes and
organizations within our diocese are
direct beneficiaries of Foundation endowments. The increasing number of these
individual endowments has helped make
The Catholic Foundation successful in
its mission.
The true measure of any foundation’s
success, however, cannot be defined by
the assets and number of funds, but also
by the good works that are made possible
from their resources.
For that reason, The Catholic Foundation
established The Church and Community
Fund, an endowment that will allow us
to increase our ability to do good
works…to fund programs and projects
currently without funds to address specific needs.
The Church and Community endowment will allow the Foundation to reach
out with funding support to the areas of
greatest need within the diocese that
may otherwise receive little or no funding.We hope that generous individuals
throughout the diocese will consider
making a gift of any size to this very
special fund.
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Supporting Organizations
Many families for whom philanthropy is
a priority believe that a private family
foundation is the only means available to
establish a tax-advantaged vehicle to
accomplish their family’s charitable giving.
However, a Supporting Organization of the
Catholic Foundation allows a family many
more tax advantages than a private
foundation while still allowing the family
to make the investment decisions and to
be involved in grant-making. In addition,
many of the administrative details and
required reports can be handled by the
Catholic Foundation.
SUPPORTING ORGANIZATIONS AS OF
JUNE 30, 2005
The Carey Family Foundation
The Kelley Family Foundation
Education Funds
THE AQUINAS COLLEGE HIGH
SCHOOL CLASS OF 1953
ENDOWMENT FUND
This endowment provides for
Founded Masses for the classmates
of the Aquinas College High School
Class of 1953.
AQUINAS SCHOLARSHIP
ENDOWMENT FUND
This fund provides annual scholarships for male and female students
who are entering a diocesan high
school and have demonstrated
academic and athletic excellence.
JAMES MICHAEL ARCHIBALD
SCHOLARSHIP FUND
Established as a memorial to James
Michael Archibald, this fund provides
tuition assistance to deserving
Bishop Watterson High School
students.
T. J. BAESMANN SCHOLARSHIP
ENDOWMENT FUND
This fund provides financial assistance to high school seniors registered to attend a four year college
or university in Ohio.
KATIE HAMMA BAZZOLI MEMORIAL
ENDOWMENT FUND
This fund provides tuition assistance
for deserving students attending St.
Joseph Elemetary School, Dover, OH.
BETTENDORF FAMILY
SCHOLARSHIP ENDOWMENT FUND
This endowment provides
students attending Bishop
Watterson High School.
BISHOP FLAGET ELEMENTARY
SCHOOL ENDOWMENT FUND
This fund provides for the operating
needs, capital expenditures and
students of Bishop Flaget Elementary
School, Chillicothe.
BOLER MEMORIAL SCHOLARSHIP
ENDOWMENT FUND
This fund provides college tuition
assistance for Marion Catholic
junior/senior high school graduates
attending private colleges or
universities.
BISHOP JAMES A. GRIFFIN
This fund, established on the occasion of Bishop Griffin’s retirement,
provides tuition assistance awards
to deserving and needy students
attending parochial and high schools
within the Catholic Diocese of
Columbus.
CHIEF GENE BOSTIC EDUCATION
ENDOWMENT FUND
Established to honor Chief Bostic
upon his retirement, income from
this endowment benefits St. Brigid
of Kildare School, Dublin.
BISHOP JAMES J. HARTLEY
HIGH SCHOOL ENDOWMENT FUND
Distribution from this fund is used to
provide for tuition assistance for
deserving students and the general
operating needs of Bishop Hartley
High School.
BISHOP WATTERSON HIGH
SCHOOL FUND
to deserving students at Bishop
THE BISHOP WATTERSON HIGH
SCHOOL FOOTBALL COACHES
LEGEND FUND
In tribute to the coaches who have
built the tradition of Watterson football, this fund provides annual funding for the services and needs that
directly benefit the football program.
BLESSED SACRAMENT EDUCATION
FUND (NEWARK)
This fund supports the educational
ministry of Blessed Sacrament
Church including tuition assistance
to young people in the parish and
Blessed Sacrament Elementary
School.
DR. JOSEPH BRANNON
This fund provides financial aid to
deserving students attending
Tuscarawas Central Catholic High
School, New Philadelphia, OH.
THE VITO A. AND STELLA V.
BUONAVOLONTA MEMORIAL
ENDOWMENT FUND
This endowment provides tuition
assistance to deserving students
who are members of Mount Carmel
Parish (Ashtabula, Ohio) and who
are pursuing a college education.
THE CHRISTOPHER AND JOHN
CAMPBELL SCHOLARSHIP
ENDOWMENT FUND
This fund provides tuition and scholarship assistance to minority students
attending or planning to attend St.
Charles Preparatory School.
THE RUBY CARLOVE MEMORIAL
TUITION ASSISTANCE
ENDOWMENT FUND
Established by Bishop Griffin, this
fund provides tuition assistance to
one boy and one girl living in the
former St. Leo School area.
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Education Funds
GEORGE COREY MEMORIAL
ENDOWMENT FUND
This fund provides tuition assistance for needy and deserving
students attending St. Catharine’s
School, and also for those attending St. Catharine’s Parish
Religious Education program.
WILLIAM H. AND DOROTHY M.
DAVIS ENDOWMENT FUND
Created through the estate of
Dorothy M. Davis in memory of her
husband, William H. Davis, this
fund provides for the educational
and charitable activities of the
Diocese of Columbus.
20
THE FRANK AND DORA
DELEWESE SCHOLARSHIP
ENDOWMENT FUND
This fund, established to honor
her parents on the occasion of Cia
McQuaide’s 25 years of dedicated
leadership with the Diocesan
Department of Education, provides
annual revenue to the Catholic
Diocese Department of Education
to make tuition assistance awards
to deserving and needy students
attending parochial schools within
the Catholic Diocese of Columbus.
PAT DENARDO MEMORIAL
SCHOLARSHIP FUND
Distribution from this fund is used
to assist young adults of Italian
heritage in the pursuit of post
secondary education at a school
of their choice.
CHRISTOPHER DERR SCHOLARSHIP ENDOWMENT FUND/ST.
JAMES THE LESS SCHOOL
This fund was established to provide scholarship assistance to
underprivileged students at St.
James the Less Elementary School.
MARTHA M. DILENSCHNEIDER/ST.
AGATHA SCHOOL ENDOWMENT
FUND
Created by family and friends in
memory and acknowledgement of
Martha M. Dillenschneider and her
love of education and the students
of St. Agatha, this fund provides
tuition assistance for students
attending St. Agatha School.
CHRISTOPHER DERR SCHOLARSHIP ENDOWMENT FUND/ST.
MICHAEL SCHOOL
This fund was established to provide
scholarship assistance to underprivileged students at St. Michael
Elementary school.
FR. ARTHUR DIMOND TUITION
ASSISTANCE ENDOWMENT FUND
Established in honor of his Golden
Jubilee, this fund provides tuition
attending St. Mary Elementary School
(Columbus).
DINOVO FAMILY ENDOWMENT FUND
to deserving students attending St.
Mary Elementary School (Delaware)
and/or provides for the maintenance
and repair needs of the school.
ROSARIO P. AND BETTY (BRISGAL)
DRAGO, CAROL AND ROSE BRISGAL
This fund provides scholarship assistance to deserving students at St.
Joseph Elementary School (Dover)
and scholarships for students from
St. Joseph attending Tuscarawas
Central Catholic High School.
THE SUSAN ELLEN FARRY
MEMORIAL FUND FOR MUSIC
EDUCATION AND SCHOLARSHIP
Income from this fund provides financial support for music education,
tuition and scholarship assistance to
students attending, planning to
attend, or graduating from Bishop
Hartley High School.
WILLIAM FISHER CATHOLIC
HIGH SCHOOL ENDOWMENT FUND
This fund provides for the needs of
William Fisher Catholic High School
in Lancaster.
THE SISTER EDITH FITZGERALD
In honor of Sister Edith Fitzgerald,
this endowment provides scholarship
assistance to deserving elementary
and high school students of St.
Joseph and Sacred Heart parishes
in Plain City, Ohio.
COACH BOB FOWLE SCHOLARSHIP
ENDOWMENT FUND
students attending St. Rose School,
New Lexington, Ohio and for the
operating needs of St. Rose School.
THE JEAN AND JOHN R. FRY FAMILY
attending Bishop Watterson High
School.
THE WILLIAM J. GEISZLER
ENDOWMENT FUND
This endowment will provide
scholarship awards to students of
St. Charles Preparatory School.
FR. FRANCIS CONNOR AND FR.
WILLIAM J. CONNOR ENDOWMENT
Established by Fr. Wm. Connor,
formerly of Columbus, this fund provides tuition assistance to deserving
students attending either elementary
or secondary school in the Diocese
of Columbus.
FR. AUGUSTINE ALOYISUS CUSH
ENDOWMENT FUND
This fund provides financial assistance to students attending St. Rose
School, New Lexington, Ohio, and
for the operating needs of St. Rose
School.
FR. HUGH J. GILBERT MEMORIAL
SCHOLARSHIP FUND
Created as a memorial to Father
Gilbert, this fund provides tuition
assistance to needy students enrolled
at Immaculate Conception Elementary School in Dennison, Ohio.
FR. THOMAS J. LOWERY
Income from this fund is used to
award an annual scholarship to a
member of the St. Edward the
Confessor Parish. The award will be
used at a post-secondary institution
selected by the winner.
FR. CASTO MARRAPESE
SCHOLARSHIP FUND
This fund helps youth and young
adults of Italian heritage continue
their education at a school of their
choice by granting annual college
scholarships.
FR. DAN MCGINNISS MEMORIAL
Established in memory of Fr.
McGinniss, income from this endowment provides tuition assistance to
students attending Tuscarawas
FR. ROBERT R. SCHMIDT
Income from this fund provides
tuition assistance for students from
St. Agnes Parish.
THE B. GREGORY AND KATHLEEN
D. GOLDEN TUITION ASSISTANCE
ENDOWMENT
Established by Mrs. Golden in
memory of her husband, Gregory,
this endowment will provide
tuition assistance to students from
economically disadvantaged areas
of Columbus who wish to attend
Catholic schools.
THE GROTE FAMILY ENDOWMENT
FUND FOR ST. CHARLES
This endowment was established
to provide financial support for the
faculty of St. Charles Preparatory
School, Columbus.
TWYLAH AND CHARLES
GRUNEWALD MEMORIAL
ENDOWMENT FUND
Established in memory of the
Grunewalds, this fund provides
scholarships for needy students
attending St. Francis De Sales
Elementary School (Newark).
STEVEN J. GYURO/ST. BRIGID
OF KILDARE SCHOOL
ENDOWMENT FUND
to deserving students who attend St.
Brigid of Kildare School.
HELEN HEMMING MEMORIAL
ENDOWMENT FUND
Established by Clarence Hemming
to honor his wife and her love of
education, this fund provides tuition
assistance for deserving students
attending St. Pius X School.
THE KRISSIE HILLIARD
SCHOLARSHIP FUND
Established as a memorial to Kristine
(Krissie) Hilliard, income from this
fund provides tuition assistance to
deserving students at St. Mary
(Lancaster) School.
HOLY SPIRIT ELEMENTARY
supplement the operating needs of
Holy Spirit School (Whitehall). The
primary objective of this fund is to
provide affordable Catholic education to those families who enroll
their children at Holy Spirit.
THE JOHN AND ANN RYAN
HOLZEMER ENDOWMENT FUND
for the Catholic schools of the
PAUL HORVATH MEMORIAL
This fund created in memory of
Paul Horvath provides for tuition
attending diocesan schools.
THE FRANK JAROSI MEMORIAL
SCHOLARSHIP FUND
Established as a memorial to Frank
Jarosi, this fund provides tuition
assistance to deserving students at
THE JUDITH A. JONES
MEMORIAL ENDOWMENT FUND
Established in honor and memory
of Judith A. Jones by her husband,
Vernon, this endowment provides
students who are members of Seton
Parish (Pickerington) and pursuing
a college education.
WILLIAM J. AND MARJORIE B.
KELLY, SR. ENDOWMENT FUND
for Catholic students who are members of St. Andrew Parish in grades
1 through 8 at St. Andrew School.
JOHN KENNEDY, SR. MEMORIAL
This fund established in memory of
John Kennedy, Sr., provides tuition
assistance to deserving students of
St. Brigid of Kildare School, Dublin.
THE LIONEL T. AND ROSE MARY
KING ENDOWMENT FUND
This fund provides equal distributions each year to St. Catharine’s
Parish for the needs of the church
and school, and to the Diocesan
Department of Education for
needs determined by the vicar
of education of the diocese of
Columbus.
21
Education Funds
THE R.E. KREBER
ENDOWMENT FUND
This endowment provides funds
for teacher enrichment at St. Brigid
of Kildare School.
THE JANET A. AND RAYMOND E.
KREBER, JR. FAMILY
ENDOWMENT FUND
needs of St. Andrew Elementary
School and St. Brigid of Kildare
Elementary School.
22
JOHN F. KURGAN INNER-CITY
CATHOLIC ELEMENTARY
SCHOOL FUND
Created as a memorial to John F.
Kurgan, this fund provides tuition
assistance to deserving inner-city
elementary students.
ROSEMARY R. LACEY MEMORIAL
ENDOWMENT FUND
attending St. Mary Magdalene
Elementary School and/or Bishop
Ready High School.
THE LAHY BROTHERS CATHOLIC
Established in recognition of the
benevolence of the late Frances
and Raymond Lahy, this fund
provides assistance to St. Patrick
Elementary School in London,
Ohio.
THE JESS AND HELEN LANDON
MEMORIAL TUITION ASSISTANCE
ENDOWMENT FUND
assistance to students of Our Lady
of Peace Parish attending or planning to attend parochial elementary school.
THE MARY ELLEN LARGER/ST.
MARY’S TUITION ASSISTANCE
ENDOWMENT FUND
to deserving students who attend
St. Mary’s Elementary School in
Lancaster, Ohio.
LEGACY OF CATHOLIC
LEARNING FUND
This fund benefits Catholic schools
and provides tuition assistance to
parishes in Franklin and Delaware
Counties that participated in the
Legacy of Catholic Learning
Campaign.
THE DOMINIC E. MARGIOTTI
EDUCATIONAL ENDOWMENT FUND
education of orphaned or financially
disadvantaged students attending
parochial elementary or Catholic
high schools within the Diocese of
Columbus.
MARTIN FAMILY FUND
Established in conjunction with the
Legacy Campaign, this fund benefits
Catholic schools.
THE CHARLES J. MCGREEVY
ENDOWMENT FUND
students attending St. Rose School,
New Lexington, Ohio, and for the
operating needs of St. Rose School.
HELEN T. AND DONALD R. MILLER
ENDOWMENT FUND
This fund provides for the Christian
education and formation of the
Catholic youth of St. Peter Parish,
Millersburg and those of Sts. Peter &
Paul Parish, Glenmont, OH.
DEACON VINCENT MINELLA
to deserving students at St. James the
Less Elementary School.
THE MSGR. JOSEPH A.
COUSINS STAGECRAFTER
ENDOWMENT FUND
This endowment (1) provides
assistance to St. Charles Preparatory
School’s Theatre Department’s annual
operating expenses and capital
expenditures; and (2) funds the
Msgr. Joseph Cousins chair to be
occupied by the Director of the
St. Charles Theatre Department.
MSGR. MICHAEL L. DONOVAN
MEMORIAL SCHOLARSHIP FUND
Established in memory of Msgr.
Michael Donovan, this fund provides
scholarship or tuition assistance to
students attending St. Charles
Preparatory School from St. Thomas
Parish, Christ the King Parish and St.
Pius X Parish.
THE MSGR. STEPHEN B. HAWKINS
SCHOLARSHIP FUND
Established in memory of Msgr.
Hawkins, income from this fund
provides tuition assistance to
Preparatory School, Columbus.
MSGR. WILLIAM E. KAPPES FUND
At Monsignor Kappes’ request, this
fund benefits St.Francis De Sales
Elementary School (Newark) and
the Bishop’s Annual Appeal.
MSGR. EDWARD F. SPIERS
TECHNOLOGY ENDOWMENT FUND
This fund provides funding for projects and needs that directly enhance
computer technology at Bishop
THE HERMAN AND FRANCES
NAEGELE FAMILY
ENDOWMENT FUND
Established by the daughters of
Herman and Frances Naegele in
honor of their parents, this fund
provides for tuition assistance
to students at St. Mary School,
Columbus.
NEWARK CATHOLIC HIGH SCHOOL
– DEVITO FAMILY MEMORIAL
In memory of their parents, the
DeVito family established this fund
to provide scholarship assistance to
deserving Newark Catholic High
School students attending a state
supported or Catholic college in Ohio.
NEWARK CATHOLIC HIGH
SCHOOL ENDOWMENT
Income from this fund assists in
meeting the needs of Newark
Catholic High School.
THE NEWMAN CENTER
INTERNATIONAL STUDENTS
ENDOWMENT FUND
Established by four Founding Donors,
this endowment provides funding for
programs for international students
at the Newman Center.
THE OHIO DOMINICAN
UNIVERSITY ENDOWMENT FUND
This endowment provides funds that
will continue and strengthen the
Catholic presence on the campus of
Ohio Dominican University through
programs, special projects and other
opportunities deemed in keeping
with the purpose of this endowment.
ORPHANAGE ENDOWMENT FUND
Part of the Legacy of Catholic
Learning Endowment, this fund
deserving students in the Diocese of
Columbus, 20% of which is restricted
for tuition assistance to deserving
students in the inner-city.
OUR LADY OF PERPETUAL HELP
EDUCATION ENDOWMENT FUND
This fund benefits the educational
ministry of Our Lady of Perpetual
Help Parish.
HILDA R. PEROTTI MEMORIAL
SCHOLARSHIP FUND
Established by Charles and Kate
Perotti, the fund provides educational scholarships to needy children
attending Catholic elementary
schools.
EZRA POWERS SCHOLARSHIP FUND
This fund provides scholarships for
deserving students at St. Andrew
Elementary School.
MARY JO RYAN MEMORIAL
SCHOLARSHIP ENDOWMENT
Established in memory of Mary Jo
Ryan, former principal and teacher
of St. Michael School, Worthington,
income from this endowment
deserving students attending
St. Michael School.
JESSE AND CAROLINE POWER
EDUCATION ENDOWMENT
Established by their family, this fund
provides for the educational needs of
students at Sacred Heart (New
Philadelphia).
JACK RYAN MEMORIAL SCHOLARSHIP ENDOWMENT FUND
Established in memory of Jack Ryan,
this fund provides assistance to
Preparatory School who have an
interest in athletics. Scholarships
from this fund will be based on
need and academic performance.
THE JOHN J. & HILDA M. PRUNTE
ENDOWMENT
This fund provides permanent
support to the faculty and physical
facilities at St. Charles Preparatory
School, Columbus.
THE SACRED HEART PARISH
EDUCATION ENDOWMENT FUND
This endowment provides for the
future educational needs of
Sacred Heart Church in New
Philadelphia, Ohio.
THE ESTHER G. ROSS SCHOLARSHIP ENDOWMENT FUND
Established in honor of Esther G.
Ross by a grateful former student,
this fund provides scholarships to
deserving students attending Bishop
Hartley High School.
SCIOTO COUNTY CATHOLIC
SCHOOLS ENDOWMENT FUND
The fund provides annual income
to augment the operating budgets
of the Catholic elementaries and
high schools in Portsmouth, OH.
THE SHANE ROUSH
MEMORIAL ENDOWMENT
scholarship assistance to students
and financial assistance to teachers
at St. Mary’s Elementary School,
Lancaster, and Wm. Fisher Catholic
High School, Lancaster, to honor of
the life and memory of Shane Roush.
THE NORBERT RUBECK
ENDOWMENT FUND
Proceeds from this endowment
provide for the operating needs
of Blessed Sacrament School in
Newark, Ohio.
SETON PARISH EDUCATIONAL
ENDOWMENT
tuition assistance to religious
education and Catholic school
students from Seton Parish.
ST. AGATHA SCHOOL
ENDOWMENT FUND
Income from this fund provides for
school needs and tuition assistance
to deserving students at St. Agatha
School.
23
Education Funds
ST. ANDREW ELEMENTARY
This fund provides tuition assistance to those families who enroll
their children at St. Andrew
Elementary School.
ST. ANDREW LATIN SCHOLARSHIP
ENDOWMENT FUND
provide a scholarship to an eighth
grade student of St. Andrew School
who has achieved excellence in
the study of Latin during his or her
time at St. Andrew.
24
ST. ANDREW TEACHER RETENTION
ENDOWMENT FUND
for 1) continuing education for any
teacher, as approved by the principal/pastor; 2) for classroom supplies/materials not covered within
the normal operating budget; 3) for
personal emergencies of teachers.
ST. ANTHONY SCHOOL TUITION
ASSISTANCE ENDOWMENT
Established by Joseph and Mark
Ciminello, this endowment provides
students at St. Anthony School,
Columbus.
ST. BERNADETTE SCHOOL
ENDOWMENT FUND
to provide for the capital and operating needs of Saint Bernadette
School.
ST. BRIGID OF KILDARE
SCHOOL TUITION
This fund provides tuition assistance to families at St. Brigid of
Kildare School.
ST. BRIGID OF KILDARE
MAINTENANCE ENDOWMENT FUND
The distributions from this endowment provide for a maintenance
reserve for the Parish Education
Center.
ST. CHARLES PREPARATORY
SCHOOL TECHNOLOGY
NEEDS FUND
improvement of the technology
resources at St. Charles.
ST. BRIGID OF KILDARE PARISH
SCHOOL OF RELIGION
ENDOWMENT FUND
This fund provides for tuition
assistance and teacher training
opportunities for the Parish
School of Religion.
SCHOOL TUITION ASSISTANCE FUND
to students attending St. Charles.
ST. BRIGID OF KILDARE SCHOOL
TEACHER EDUCATION
ENDOWMENT FUND
the continuing education of the
teachers at St. Brigid of Kildare
School, Dublin.
ST. CECILIA ELEMENTARY
This fund was created to provide
students and for the operating
needs of the school.
ST. CECILIA PRESCHOOL
ENDOWMENT FUND
This fund was created to provide
students and for the operating
needs of the preschool.
ST. CHARLES MOTHER’S CLUB
SCHOLARSHIP FUND
This fund provides tuition
SCHOOL TEACHER
ENRICHMENT FUND
Income from this fund has been
designated to assist members of
St. Charles faculty with their
continuing education.
ST. ELIZABETH ANN SETON
AND ST. JOHN NEUMAN
Established by a benevolent individual, this fund provides for the needs
of all Catholic elementary and
secondary schools in the Diocese
of Columbus.
ST. FRANCIS DE SALES HIGH
This fund was established to
provide scholarship assistance
at St. Francis De Sales High School.
ST. FRANCIS DE SALES
SCHOOL ENDOWMENT
This fund was established to assist in
meeting the needs of St. Francis De
Sales Elementary School in Newark
Ohio.
ST. FRANCIS DESALES
SCHOOL/THOMAS MCGANN
TUITION ASSISTANCE FUND
to needy and deserving students who
attend St. Francis DeSales School,
Newark, OH.
ST. JAMES THE LESS TUITION
Established with the proceeds of
special events sponsored by the
school, this fund provides tuition
attending St. James the Less School.
ST. JOSEPH CHURCH EDUCATIONAL
ENDOWMENT FUND
for deserving students at St. Joseph
Elementary School (Dover) and
scholarships for students from St.
Joseph Elementary attending
Tuscarawas Central Catholic High
School.
ST. JOSEPH MONTESSORI SCHOOL
ENDOWMENT FUND
needs, capital expenditures and
students attending St. Joseph
Montessori School.
ST. JOSEPH SCHOOL OPERATION
ENDOWMENT FUND
operating needs of St. Joseph Parish
School in Dover, Ohio.
ST. LEONARD PARISH COLLEGE
This fund provides college scholarships to students from St. Leonard
Parish, Heath, Ohio.
ST. MARK PARISH/SNYDER TUITION
ENDOWMENT FUND
The fund provides assistance to all
students of St. Mark Parish, Lancaster,
Ohio, who attend the parochial
elementary and/or high school,
as determined by financial need.
ST. MARY (DELAWARE)
EDUCATIONAL FUND
Established in 1989, this fund benefits
St. Mary (Delaware) Parish in the
areas of tuition assistance and
support of their youth and educational ministry programs.
ST. MARY ELEMENTARY SCHOOL
ENDOWMENT FUND (COLUMBUS)
provide for school needs and tuition
assistance to deserving students at St.
Mary Elementary School in German
Village.
ST. MARY (DENNISON) HIGH
SCHOOL, CLASS OF ’54,
ENDOWMENT FUND
Established by members of the St.
Mary High School’s Class of 1954, this
endowment provides for educational
opportunities and special projects
that could otherwise not be provided
for the enrichment of students of
Immaculate Conception Elementary
School in Dennison, Ohio.
ST. MARY SCHOOL (MARION)
ENDOWMENT FUND
This endowment provides income
for the operating needs of St. Mary
Elementary School, Marion.
ST. MARY (MARION)
This fund provides tuition
assistance to families in need.
ST. MICHAEL EDUCATION FOR
TEACHERS OF RELIGION
ENDOWMENT FUND
This fund provides funding for the
education of teachers of religion at
St. Michael School and Parish.
ST. MICHAEL SCHOLARSHIP
ENDOWMENT
Income from this endowment provides tuition assistance to children
attending St. Michael School,
Worthington.
ST. MICHAEL SCHOOL
ENDOWMENT
This endowment benefits the capital
and operating needs of St. Michael
School.
ST. THOMAS MORE NEWMAN
CENTER ENDOWMENT FUND
This fund provides for special educational, theological and liturgical
experiences for the parishioners
and staff of the St. Thomas More
Newman Center, Columbus.
ST. PAUL EDUCATION FOUNDATION
ENDOWMENT FUND
benefit the catechesis of nonparochial students of St. Paul
Church and to enhance the Catholic
adult education program for members
of the parish.
STS. PETER AND PAUL SCHOOL
(WELLSTON) ENDOWMENT FUND
This fund provides for the needs
of Sts. Peter and Paul Elementary
School.
ST. PIUS X (REYNOLDSBURG)
Proceeds from this fund provide
tuition assistance for deserving
students at St. Pius X School.
ST. TIMOTHY (COLUMBUS)
for the operating needs and tuition
St. Timothy School.
MARY AND MARTIN SCHILDER
ENDOWMENT FUND
students from St. Mary (Chillicothe)
attending Bishop Flaget Elementary
School.
MARY ELIZABETH SCHRAM
This fund provides for scholarships
and/or continuing assistance
on into high school for deserving
students of St. Mary Elementary
School (Columbus).
THE JANET SCHULER ENDOWMENT
FOR TUITION ASSISTANCE
tuition assistance to children
attending St. Brigid of Kildare
School, Dublin.
25
Education Funds
WALTER J. AND RITA M.
SIEMER ENDOWMENT FUND
Income from this fund benefits
Holy Spirit School, Columbus.
ROBERT SIERAKAWSKI
SCIENCE FUND
The fund provides a base of support for the science programs at
THE SNIDER FAMILY SCHOLARSHIP ENDOWMENT FUND
Proceeds from this endowment will
provide scholarships to deserving
students attending Fisher Catholic
High School.
26
SOUTH COLUMBUS VICARIATE
ELEMENTARY EDUCATION
ENDOWMENT
meet the elementary education
needs of the parishes of the South
Columbus Vicariate.
JANE SULLIVAN MEMORIAL
ENDOWMENT FUND
Established in memory of Jane
Sullivan, a tireless servant of the
church, this fund provides tuition
attending St. Brigid of Kildare
School.
THE NICK TIPPLE MEMORIAL
FUND
This fund was established to provide an annual one-time scholarship to one or more graduating
senior from Wm. Fisher Catholic
High School, Lancaster, who has
been accepted to a college or
university, to honor of the life
and memory of Nick Tipple.
TOPPER FUND
to deserving students at Fisher
Catholic High School (Lancaster).
TRINITY ELEMENTARY SCHOOL
ENDOWMENT FUND
This fund provides scholarships for
deserving students attending Trinity
Elementary School. The fund may
also provide for capital improvements at the school.
TUSCARAWAS CENTRAL
CATHOLIC ENDOWMENT FUND
Income from this fund is designated
for the operating needs and tuition
assistance to students of Tuscarawas
Central Catholic High School in
New Philadelphia.
TUSCARAWAS CENTRAL CATHOLIC
HIGH SCHOOL TUITION ASSISTANCE ENDOWMENT FUND
Begun with a capital campaign, this
endowment provides tuition assistance to Tuscarawas Central Catholic
High School students and for the
operating needs of the school.
TUSCARAWAS COUNTY SCHOOLS
ENDOWMENT FUND
Established as the result of a major
gift from an anonymous donor,
proceeds from this endowment
provide for capital expenditures at
Sacred Heart Elementary School,
New Philadelphia; St. Joseph
Elementary School, Dover;
School, Dennison; and Tuscarawas
JAMES H. AND HELEN S. UCKER
This fund provides for teaching and
learning aides for St. John Catholic
Elementary School in Logan, Ohio.
THE JERRY VEIL MEMORIAL
SCHOLARSHIP FUND
This fund provides tuition scholarships to students attending Catholic
high schools in Franklin and/or
Delaware counties.
JOSEPH VOHLERS MEMORIAL
for deserving students attending St.
Brigid of Kildare School.
VOLPE MEMORIAL
ENDOWMENT FUND
Created by the family in memory of
their mother and a brother lost in a
fire, this fund provides tuition assistance to deserving students attending
St. James the Less Elementary School
with first consideration given to students with special learning needs.
E.J. AND MILDRED L. WILL
ENDOWMENT FUND
Created by a bequest from Mildred
L. Will, the fund provides scholarship
attending St. Agatha Elementary
School and for the maintenance
needs of St. Agatha Church.
THE JAMES “GENE” WINCHESTER
TUITION ASSISTANCE FUND
to deserving families of St. Brigid of
Kildare Elementary School.
JOHN D. WOLF MEMORIAL
FUND ENDOWMENT
provide for the cultural enrichment
of students at St. Mary Elementary
school in Delaware, Ohio.
Parish Funds
BISHOP HERRMANN
ENDOWMENT FUND
Established by Bishop Herrmann,
income from this fund provides
assistance to needy parishes.
THE JOSEPH E. BLANCHARD
operating needs of St. Luke Church
in Danville, Ohio.
THE BREECKNER FAMILY
ENDOWMENT FUND
charitable outreach programs at St.
Mary Parish, Columbus.
28
ALICE CATALANO
ENDOWMENT FUND
to provide Masses annually for Alice
Catalano and her family for a period
of years and for the areas of greatest
need at Our Lady of Victory Church.
CHRIST THE KING CHURCH
PRESERVATION ENDOWMENT
FUND
provide for the preservation of
the church building at Christ the
King Parish.
CHRIST THE KING (COLUMBUS)
ENDOWMENT FUND
Established in 1989, this endowment
benefits the long term needs of
Christ the King Parish.
CHURCH OF THE HOLY TRINITY,
ZOAR ENDOWMENT FUND
for the needs of Church of the Holy
Trinity, Zoar.
CHURCH OF THE RESURRECTION
ENDOWMENT FUND (NEW ALBANY)
provide for the needs of the parish.
ROBERT E. AND MARIE C. CURTIN
FAMILY ENDOWMENT FUND
This fund was established for capital,
repair and maintenance needs of St.
Christopher Church and Trinity
Parochial School.
ERNEST FERRONI, JR.
ENDOWMENT FUND
Created by Ernest Ferroni, Jr. in
memory of his parents, Ernest and
May, this fund provides financial
support for St. John the Baptist
Church (Columbus), St. Matthew
Parish (Gahanna), and the Children’s
Hospital Foundation.
DOREEN HAROLD MEMORIAL
ENDOWMENT FUND
This fund established in memory
of Doreen Harrod provides for
the needs of St. Brendan Church,
Hilliard, including tuition assistance
to deserving students attending St.
Brendan Elementary School, religious education programs of the
parish, capital improvements to the
parish and assistance to those who
come to the parish in need.
JAMES A. HECHT MUSIC
MINISTRY ENDOWMENT
Established in honor of James
A. Hecht, this fund provides for
special music opportunities at
St. Joseph Cathedral.
THE JOSEPH & CLARITA HELBLING
for the needs of the sick, poor and
hungry of Sacred Heart Church,
Coshocton, Ohio and those who
seek aid from the parish.
RUFUS BERNARD HENDERSON
ENDOWMENT FUND
Funded from the estate of Rufus
Bernard Henderson, income from
this fund is used to provide for the
operating needs of St. Ann (Philo)
Parish.
THE HISTORIC PRESERVATION
OF ST. JOSEPH CATHEDRAL
ENDOWMENT FUND
Established in honor of Msgr. Joseph
Fete, this endowment provides for
the historic preservation of St. Joseph
Cathedral.
MCGUIRE/HOLCOMB
ENDOWMENT FUND
needs of St. Patrick Parish in
London, Ohio.
HOLY FAMILY ENDOWMENT
FUND (COLUMBUS)
HOLY ROSARY/ST. JOHN
ENDOWMENT FUND
Established as part of the parish’s
centennial celebration, this fund
provides for the ministries and operating needs of the parish sponsored
activities in any of the facilities of
Holy Rosary/St. John Church.
ORRELL C. AND LINUS HOSFELD
ENDOWMENT FUND
operating needs and perpetual care
of St. Peter Church, Millersburg, Ohio.
IMMACULATE CONCEPTION
(COLUMBUS) ENDOWMENT FUND
This endowment was established
to provide for the ministry of
Immaculate Conception
Parish, Columbus.
IMMACULATE CONCEPTION
(KENTON) ENDOWMENT FUND
for the operating needs of
in Kenton.
JASHINSKI FAMILY MEMORIAL
ENDOWMENT FUND
This fund established in memory
of Billy and Cindy Jashinski Steele
provides for the needs of St. Pius X
Church (Reynoldsburg) and St.
Pius X School.
MSGR. GEORGE KENNEDY FUND
Established by Msgr. Kennedy, this
fund benefits St. Agatha Parish, St.
Agatha School and provides for
elderly priests and the education
of seminarians.
KNIGHTS OF COLUMBUS COUNCIL 4603 ENDOWMENT FUND
Opened with proceeds from the
sale of their building, distributions
from this fund go to a parish to
provide a home for the Knights
of Columbus Council 4603.
VICTOR E. AND HELEN L.
MARTINELLI ENDOWMENT FUND
Established by sons Daniel J. and
David L. Martinelli, this fund
provides for the needs of Sacred
Heart Church (New Philadelphia),
Central Catholic High School in
Tuscarawas County and St.
Therese’s Retreat Center
(Columbus).
OUR LADY OF PEACE
(COLUMBUS) ENDOWMENT FUND
benefit the needs of Our Lady of
Peace Parish.
FRANCES P. MCINTIRE MEMORIAL
ENDOWMENT FUND
Revenues from this fund provides
for the maintenance needs of St.
Thomas Aquinas church and rectory, Zanesville, OH.
OUR LADY OR THE MIRACULOUS
MEDAL/THE FRANCIS T. AND
CARMEL BALDY FUND
This fund provides for church
maintenance at Our Lady of
the Miraculous Medal Parish.
MILLER YOUTH FUND
Transferred to the Foundation in 1988,
this fund benefits the youth ministry
of Immaculate Conception Church
in Kenton.
THE PHELAN FAMILY
ENDOWMENT FUND
Established by Mark and Ellen
Phelan, this fund provides for the
operating needs of St. Brigid of
Kildare Parish and for teacher training opportunities at St. Brigid School.
A. PEARL AND EARSHAL KORNS
ENDOWMENT FUND
operating needs of Sts. Peter and
Paul Church in Glenmont, Ohio
and for the perpetual care of the
cemetery.
LOLA AND PAUL MORELAND, JR.
ALTAR ROSARY ENDOWMENT FUND
This fund provides for traditional
altar/rosary concerns, including by
not limited to the decoration and
upkeep of the parish churches, altar
linens, vestments; the upkeep and
supply of the parish social halls and
kitchens; various social needs and
concerns of the parish communities
of St. Peter Parish, Millersburg, OH
and Sts. Peter & Paul Parish,
Glenmont, OH.
WILLIAM H. AND
ELIZABETH LYNCH NOLAN
ENDOWMENT FUND
the needs of St. Mary Church
in Chillicothe.
GARETT O’GRADY MEMORIAL
ENDOWMENT FUND
Established with the proceeds from
Mr. O’Grady’s estate, this fund provides
for the needs of Holy Cross Parish
(Columbus).
OUR LADY OF LOURDES PARISH
ENDOWMENT FUND
needs of Our Lady of Lourdes Parish,
Marysville.
OUR LADY OF THE MIRACULOUS
MEDAL (COLUMBUS)
29
SARA ANNA REID MEMORIAL
ENDOWMENT FUND
This funds provides for the on-going
needs of Sacred Heart Church
(Columbus).
SACRED HEART ENDOWMENT
(NEW PHILADELPHIA)
to provide for the needs of
the parish.
SACRED HEART FOUNDATION
ENDOWMENT FUND (COSHOCTON)
This fund assists the parish community
in meeting its needs for capital
improvements, maintenance, personnel needs, and other needs of the
church and school operated by
Sacred Heart Church, Coshocton.
ST. AGATHA ORGAN
ENDOWMENT FUND
Established in memory of Patricia
Shields Newlon, this fund provides
for major repair or replacement of
the organ at St. Agatha Church.
Parish Funds
ST. AGATHA PARISH CAPITAL
ENDOWMENT FUND
This fund provides for capital
improvements to St. Agatha Church.
ST. BERNADETTE PARISH
ENDOWMENT FUND
to provide for the needs of the parish.
ST. BERNARD PARISH ENDOWMENT FUND/FRANCIS T. AND
CARMEL BALDY FUND
This fund provides for church
maintenance at St. Bernard Parish.
30
ST. BRENDAN ENDOWMENT
FUND (HILLIARD)
to provide for the needs of the
parish.
ST. CATHARINE PARISH
ENDOWMENT FUND
This fund was established as a result
of a capital campaign conducted
within the parish. Income from this
fund is designated for the needs of
the parish.
ST. CECILIA PARISH
ENDOWMENT FUND
This fund was created to provide for
the operating needs of the parish.
ST. CHRISTOPHER ENDOWMENT
FUND (COLUMBUS)
ST. EDWARD THE CONFESSOR
ENDOWMENT FUND (GRANVILLE)
ST. FRANCIS DE SALES PARISH
ENDOWMENT FUND
This fund benefits the operating
needs of St. Francis De Sales
Church, Newark.
ST. FRANCIS OF ASSISI PARISH
ENDOWMENT FUND
provide for the repair, restoration
and maintenance needs of the parish.
ST. LUKE ENDOWMENT FUND
(DANVILLE)
ST. MARGARET OF CORTONA
ST. JOAN OF ARC PARISH
ENDOWMENT (POWELL)
for the long term needs of the parish.
ST. MARK PARISH SNYDER
ENDOWMENT FUND
This fund provides of the operating
needs and or capital improvements
required by St. Mark Parish in
Lancaster.
ST. JOHN ENDOWMENT
FUND (LOGAN)
ST. MARY ENDOWMENT
FUND (CHILLICOTHE)
ST. JOHN ITALIAN
CULTURAL CENTER
This fund provides for the ongoing
needs of the St. John Italian Cultural
Center.
ST. MARY PARISH ENDOWMENT
FUND (COLUMBUS)
provide for the operating needs of
St. Mary Parish.
ST. JOHN THE BAPTIST CHURCH
CENTENNIAL ENDOWMENT FUND
In honor of the centennial of
St. John the Baptist Church, this fund
provides for the general operating
needs of the parish.
ST. MARY PARISH ENDOWMENT
(MARION)
long term resources for the needs of
the parish.
ST. JOSEPH CATHEDRAL
ENDOWMENT FUND
needs of St. Joseph Cathedral.
ST. JOSEPH ENDOWMENT FUND
(CIRCLEVILLE)
ST. JOSEPH (DOVER) PARISH
ENDOWMENT FUND
Proceeds from this endowment go
to provide for the capital and
operating needs of St. Joseph Parish
in Dover, Ohio.
ST. MARY PARISH BUILDING
ENDOWMENT FUND (MARION)
preservation and maintenance of
the parish buildings and real estate
of the parish.
ST. MARY PARISH EVANGELIZATION
AND CARE FOR THE POOR
ENDOWMENT (MARION)
This fund provides annual income for
the evangelization and care for the
poor in the community served by St.
Mary Church, Marion.
ST. MATTHEW PARISH
ENDOWMENT FUND
This fund benefits St. Matthew Parish
in meeting its needs for capital
improvements and maintenance.
ST. MATTHIAS PARISH
ENDOWMENT FUND
ST. MICHAEL CHURCH ENDOWMENT
Income from this endowment provides for the capital and operating
needs of St. Michael Church,
Worthington.
ST. MICHAEL CHURCH MUSIC
FUND (WORTHINGTON)
music ministry of St. Michael Parish,
including, but not limited to maintenance and enhancement of the
church’s pipe organ.
ST. PATRICK (LONDON) PARISH
ENDOWMENT FUND
meet the operating needs of the
parish.
ST. PETER (WORTHINGTON)
ENDOWMENT FUND
Established through an insurance/
gifting program, income from this
fund goes to support the needs of
St. Peter Parish.
ST. PHILLIP THE APOSTLE
ST. THOMAS THE APOSTLE
ST. TIMOTHY (COLUMBUS)
ENDOWMENT FUND
This endowment fund was established
to provide for the operating needs of
St. Timothy Parish in Columbus.
THE CLOVIS SCHALL, JR. CORPUS
CHRISTI ENDOWMENT FUND
Revenues from this fund provide for
the needs of Corpus Christi Parish.
ST. PAUL PARISH
ENDOWMENT FUND
the needs of St. Paul Parish in
Westerville, Ohio.
ST. PETER, MILLERSBURG,
needs and perpetual care of St.
Peter Church, Millersburg, OH.
STS. PETER & PAUL, GLENMONT,
needs and perpetual care of Sts.
Peter & Paul Church and Cemetery,
Glenmont, OH.
JOSEPH A. AND LOUISE A. SIEMER
ENDOWMENT FUND
Income from this fund benefits
St. Bernard Church, Corning.
AL & HELEN SNYDER FAMILY
ENDOWMENT FUND
This fund provides for needs of
St. Anthony Parish, Columbus, OH.
DOROTHY E. AND ALBERT
STROUSE ENDOWMENT FUND
This fund provides of the operating
needs and perpetual care of Sts.
Peter and Paul Church and
Cemetery, Glenmont, Ohio.
THREE CHURCH
FOUNDATION FUND
Established when three Scioto
County parishes were consolidated,
this fund serves as an endowment
for the parishes.
THE MYRTLE ZUCHETTO
ENDOWMENT FUND
This fund provides income each
year to Immaculate Conception
Parish in Kenton, Ohio.
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Human Services
ARNOLD FAMILY FUND
Established by the D.J. Arnold
Family, this fund benefits programs that impact infants and
young children.
THE BAMBINO GUILD OF THE
CATHOLIC WOMEN’S LEAGUE
This fund provides for the needs
of mothers and children who are
served by the diocesan agency
of Catholic Social Services.
THE JOHN AND RUTH BECKMAN
FAMILY ENDOWMENT
Income from this fund equally
benefits the needs of J.O.I.N. and
seminarians in need of financial
assistance.
32
PAUL D. CARROLL, SR.
MEMORIAL ENDOWMENT
Established in memory of Paul D.
Carroll, Sr. by his family and
friends, this endowment provides
funding support to the Franciscan
Missionary Mission.
CATHOLIC SOCIAL SERVICES
ENDOWMENT FUND
Proceeds from this fund assist in
meeting the needs of Catholic
Social Services.
CHRIST CHILD SOCIETY
ENDOWMENT FUND
Income from this fund provides for
the service project support of the
Christ Child Society.
COLUMBUS FAMILY AND
CHILD GUIDANCE CENTER
FOUNDERS’ FUND
Established in honor of Monsignor
Bennett Applegate and Monsignor
Lawrence Corcoran, founders of the
Diocesan Child Guidance Center,
and in memory of Sister Francois
Flynn. This fund provides financial
assistance for the Center, now
named St. Vincent’s Family Center.
THE DOMINICAN SISTERS OF
THE SICK/POOR LEGACY
ENDOWMENT FUND
Established in 2004, this fund honors
the legacy of faith established by
the sisters nearly 100 years ago
with annual funding to agencies that
provide home health care assistance
to individuals who would not otherwise receive this care.
ANGELO E. GEORGE
ENDOWMENT FUND
Resulting from a bequest, income
from this fund is used for programs
that benefit the aged, sick, poor
and hungry.
MARY CATHERINE GERHOLD
MEMORIAL EDUCATION FUND
for those who suffer from hunger,
poverty and sickness in the Diocese
of Columbus.
THE KATHLEEN L. GIBBONS
CHRIST CHILD SOCIETY
ENDOWMENT FUND
Established in honor of Kay Gibbons’
dedication to the Christ Child
Society by her husband, Jack, this
endowment provides for the needs
of the local and national Christ
Child Society.
EDMOND J. GOOLD
ENDOWMENT FUND
This fund was established to benefit
needy persons who reside or work
in the vicinity of Mount Carmel
Medical Center.
MARGARET MARY GRIFFIN
Margaret Mary Griffin benefits charitable activities within the Diocese.
J.O.I.N. ENDOWMENT FUND
This fund, established in celebration
on J.O.I.N’s 25 years of service and
with Bishop Edward J. Herrmann
as honorary chairman, supports
J.O.I.N’s efforts to provide emergency
material assistance for the underprivileged, including food, formula,
medical prescriptions, utility help,
local bus transportation, identification papers, clothing and referrals
to other social service agencies.
ELIZABETH KELLHOFER
Resulting from a bequest, income
from this fund is designated for charitable purposes and tuition assistance
to deserving students in Ross County.
MARY VIRGINIA KREBER
ENDOWMENT FUND
This fund provides for the needs of
the Carmelite Sisters for the Aged
and Infirm.
CAROLYN A. LATIMER MEMORIAL
ENDOWMENT FUND
Established by Robert Latimer to
honor his wife and her love and
concern for needy families, this
fund provides assistance and care
for selected needy families who
reside within the boundaries of St.
Peter Parish, Columbus, OH.
OUR LADY OF VICTORY
HOMELESS ENDOWMENT FUND
Established by the parishioners of
Our Lady of Victory Church
(Columbus) to celebrate their 75th
anniversary as a parish, this fund
provides for the needs of homeless families as addressed by
J.O.I.N and Catholic Social
Services.
ROBERT F. OVERMEYER
This fund benefits various charitable causes including St. Vincent
DePaul (Mount Vernon) Church,
Society for the Propagation of the
Faith, and the Catholic Church
Extension Society.
PORTSMOUTH BRANCH OFFICE,
CATHOLIC SOCIAL SERVICES
ENDOWMENT FUND
Established by (Mrs.) Mary Ann
Burke, proceeds from this fund go
to augment the operating budget
of Catholic Social Services in
Scioto County.
ST. FRANCIS EVANGELIZATION
CENTER ENDOWMENT FUND
Established in honor of Sr.
Christina Kraus, this fund provides
for the operating needs of St.
Francis Evangelization Center,
McArthur, Ohio.
THE ST. JOSEPH (PLAIN CITY)
ST. VINCENT DE PAUL SOCIETY
ENDOWMENT FUND
Distributions from this endowment
provide for the ministry of the St.
Vincent De Paul Society at St.
Joseph Parish.
THE ST. VINCENT DE PAUL
SOCIETY HILLTOP AREA
This fund provides funding to give
assistance to those who have a
demonstrated financial need.
ST. PHILIP NERI (MURRAY
CITY) ENDOWMENT FUND
Established when this parish closed,
proceeds from this endowment provide
for the needs of the people in the
Murray City area.
ST. STEPHEN’S COMMUNITY
HOUSE ENDOWMENT FUND
to provide for the capital and
service mission of Saint Stephen’s
Community House.
ST. VINCENT DE PAUL
SOCIETY ENDOWMENT FUND
Established in memory of Eileen
Heckert, this fund provides for the
ministry of the St. Vincent De Paul
Society.
SALESIAN BOYS AND GIRLS CLUB
OF COLUMBUS ENDOWMENT FUND
for the needs of the Salesian Boys
and Girls Club of Columbus.
THE SALESIAN SOCIETY
ENDOWMENT FUND
This endowment fund provides
for the operating needs of the
Salesian Society.
THE JANE ANN SCHAEFFING
ENDOWMENT FUND
Established by a diocesan priest in
memory of a dear friend, this endowment provides for the care and feeding of the needy in the Hardin County
area as provided by Some of Us
People (S.O.U.P.), a not-for-profit
organization.
THE HARRY & ZITA SHAW
MUSIC APPRECIATION
ENDOWMENT FUND
To celebrate their lifelong love
of music, this fund provides
assistance to the music ministry
program at The Villas of St.
Therese Assisted & Independent
Living residences.
STEPHANIE E. VARGA
ENDOWMENT
This memorial fund, established
by Elizabeth Rosetti, provides
assistance to programs that
impact infants and/or young
children and their mothers.
THE VILLAS AT ST. THERESE
RESIDENT ASSISTANCE
ENDOWMENT FUND
Established by a donor family
with the hope that others will
add to it, this endowment provides financial assistance for
long-term residents at the Villas
at St. Therese who exhaust their
resources and need help to
remain in residence.
CATHERINE ZITT MEMORIAL
ENDOWMENT FUND
Established through a bequest
from the estate of Catherine Zitt,
this fund provides for the care
of aged people residing in the
33
Foundation Funds
THE BENTZ FOUNDATION FUND
This fund provides revenue for
foreign missions endeavors.
FOUNDATION OPERATING
ENDOWMENT
Income from this fund helps
support the work of the
Foundation.
FOUNDERS’ CLUB FUND
Established by the Board of
Trustees of the Foundation of the
Catholic Diocese of Columbus,
income from this fund is used to
support the operating expenses of
the Foundation.
THE JAMES T. AND JEAN (CASEY)
MAHONEY ENDOWMENT FUND
Established by Jim and Jean Mahoney,
this endowment provides funding
each year to the areas of greatest
need in the Diocese of Columbus.
CHURCH AND COMMUNITY FUND
Income from this fund is used to meet
special needs within the diocese not
addressed by other restricted accounts.
GILLIG AND MUSIC
ENDOWMENT FUND
At the death of the donors, this
fund will benefit Our Lady of
Victory Church (Columbus); the
Ursuline Sisters of Toledo, Ohio;
Tiffin Calvert High School; the
Society for the Propagation of the
Faith for the education of priests
and nuns and to provide food,
housing and medical assistance to
the physically handicapped and
poor, and to the Foundation
of the Catholic Diocese of
Columbus.
WILLIAM P. AND JEAN B. IGEL
ENDOWMENT FUND
This fund provides for the Catholic
Foundation, Rosemont Center, St.
Brendan Church and tuition
at St. Brendan Elementary School.
35
THE CATHOLIC RECORD
SOCIETY ENDOWMENT FUND
fiscal needs of the Record Society.
THE CHALLENGE IN CHANGING
TIMES ENDOWMENT – EVANGELIZATION/CARE FOR THE POOR
Established by Bishop Griffin as a
result of the Challenge in Changing
Times capital campaign, this endowment provides funds for parish
programs that enrich communities
through evangelization, that directly
welcome non-Catholics and nonpracticing Catholics back to the
Church, and for parish programs
that focus on ministering to the
needs of their communities through
outreach and direct care for the poor.
TIMES ENDOWMENT –
ASSISTANCE TO SENIORS
Established by Bishop Griffin
as a result of the Challenge in
Changing Times capital campaign,
this endowment provides funds
to assist residents of the Villas of
St. Therese who have outlived
their ability to pay privately
and for parish programs that
benefit seniors.
TIMES ENDOWMENT –
LAY MINISTRY, DEACON AND
SEMINARIAN TRAINING
Times capital campaign, this endowment provides financial assistance to
individuals in lay ministry formation
and will assist in offsetting the costs
of the programs for deacons and
seminarians.
TIMES ENDOWMENT –
CAPITAL FOR PARISHES
Times capital campaign, this
endowment provides funding for
the repair and maintenance needs
of parishes.
TIMES ENDOWMENT – LONG-TERM
HEALTHCARE NEEDS FOR PRIESTS
Times capital campaign, this endowment provides funds to provide for
the extraordinary healthcare needs
of diocesan priests.
TIMES ENDOWMENT – ELEMENTARY SCHOOL ASSISTANCE
Times capital campaign, this
endowment provides funding for
the operating and capital repair
needs of diocesan elementary
schools.
CHARISMATIC ENDOWMENT FUND
This fund serves to promote the
Charismatic Gifts of the Spirit
within the Roman Catholic Church.
Diocesan Funds
BISHOP JAMES A. GRIFFIN
ENDOWMENT FUND
Established by Bishop Griffin, this
fund benefits charitable activities
within the diocese.
36
CHURCH MAINTENANCE
AND REPAIR FUND
Established by an anonymous
donor, the income from this fund is
designated for capital projects and
building repairs.
THE JAMES AND NAOMI CURTIS
Established from the estate of Naomi
Curtis, this endowment provides
funding for the televised Mass and/or
for programs in the Diocese of
Columbus that provide the Mass
to shut-ins.
THE EVANGELIZATION
ENDOWMENT FUND
Income from this endowment
benefits evangelization needs
and projects within the diocese.
CHARLES S. HENDRICKS MEMORIAL
ENDOWMENT FUND
Established in memory of Charles S.
Hendricks, this fund provides for
various charitable causes in the
diocese.
MARTIN ENDOWMENT FUND
This fund provides for additional,
on-going support of the Bishop’s
Annual Appeal.
THE AMELITA MIROLO
ENDOWMENT FUND
Income from this fund benefits needs
in the diocese.
THE MISSION/RETREAT
ENDOWMENT FUND
assistance to small parishes within
the diocese for missions or retreats
they may wish to conduct within
their parishes.
THE SALLY AND TOM O’KEEFE
This endowment, funded through a
unitrust, will provide unrestricted
annual funding for St. Andrew Parish,
the Pontifical College Josephinum,
Catholic Social Services and the
Bishop’s Annual Appeal.
THE PRISON MINISTRY
ENDOWMENT FUND
This endowment provides assistance to prison ministry mission
for the five existing prisons and
any new prisons within the
THE PROPAGATION OF THE
FAITH ENDOWMENT FUND
The fund exists to benefit the
mission of the Propagation of the
Faith which is to spread the Gospel
message through-out the world.
ETHEL RITA SEILER FUND
This fund to which the donor can
bequeath assets and/or contribute
assets during her lifetime, provides
that a portion of the income be
used for the Salesian Boys and
Girls Club of Columbus, Glenmary
Home Missioners, Inc. of
Cincinnati, Boys Town, the
Pontifical College Josephinum,
the Jubilee 2000 Museum, the Cat
Welfare Association, and the
Capital Area Humane Society.
SPECIAL DIOCESAN NEEDS
ENDOWMENT FUND
Income from this fund created by
a gift from Walter J. and Rita M.
Siemer is to be used at the Bishop’s
discretion for special diocesan needs.
Cemetery Funds
HELGA ARMBRUST
Helga Armbrust provides for founded
Masses at St. Colman Church,
Washington Court House, for her
family for a period of 10 years.
Thereafter, the fund provides for St.
Colman Cemetery, Masses through
the Society of the Propagation of the
Faith and flowers for family member’s
graves on designated dates.
MT. CALVARY CEMETERY FUND
Proceeds from this fund are
used to maintain Mt. Calvary
Cemetery in Newark.
SACRED HEART CHURCH
ENDOWMENT FUND (NEW
PHILADELPHIA)
provide for the operation and maintenance of the Calvary Cemetery.
ST. COLMAN CEMETERY FUND
Proceeds from this fund are used to
maintain the cemetery at St. Colman
Parish in Washington Court House.
TRIBUNAL ENDOWMENT FUND
This fund assists in the support
of the Tribunal of the Diocese of
Columbus.
ST. JOSEPH CEMETERY FUND
(CIRCLEVILLE)
Proceeds from this fund are used
to maintain St. Joseph Cemetery.
ST. MARY (DELAWARE)
CEMETERY ENDOWMENT FUND
maintain St. Mary Cemetery.
ST. MARY (MARION)
This fund provides for the operation
and maintenance needs of St. Mary
Cemetery.
ST. PETER (WHEELERSBURG)
Income from this fund is used for
the maintenance and operating
needs of St. Peter (Wheelersburg)
Cemetery.
THE MARY FRANCES SNIDER
Established as a memorial, this
endowment provides for capital
improvements to St. Colman
Cemetery in Washington Court
House.
37
Vocation Funds
MARCEL AND EDITH HUNDZIAK
ENDOWMENT FUND
This fund, which will be funded at
death, provides for the Salesian
Center, the Convent of Dominican
Sisters at St. James the Less Parish,
the Vocations Office of the Diocese
of Columbus and the Religious
Retirement Fund.
NELLIE LENEHAN MEMORIAL
ENDOWMENT FUND
Established in memory of Nellie
Lenehan, this fund benefits seminarians from St. Mary (Columbus) and/or
provides for stipends and other
expenses for seminarians stationed
or serving at St. Mary Church.
38
MURPHY FAMILY FUND
Distributions from this fund benefit
the retirement needs of the following
congregations: Sisters of the Holy
Cross, the Third Order of St. Francis
of Mary Immaculate, and the
Dominican Sisters of St. Mary
of the Springs.
MARY KATHRYN RYAN SCHOLARSHIP ENDOWMENT FUND
This fund provides for the education
of candidates for the priesthood from
St. Mary Parish (Marion).
THE ST. LEO PARISH MEMORIAL
SEMINARIAN ASSISTANCE
ENDOWMENT FUND
Established by the parishioners of St.
Leo Parish prior to its closing in 1999,
this endowment provides assistance
to deserving seminarians studying
for the Diocese of Columbus.
THE SAVKO FAMILY
ENDOWMENT FUND
This endowment provides seminarian
assistance to young men from the
Diocese of Columbus preparing for
the priesthood.
SERRA CLUB FUND
Established by members of the Serra
Club, this fund’s income is designated
to provide incentives and assistance
to young men interested in the
priesthood.
THE JOHN M. CLIFFORD
ENDOWMENT FUND
To be funded through a bequest from
Mr. Clifford’s estate, this endowment
will provide for regularly scheduled
programs that promote religious life.
THE STALLION PRIDE APPRECIATION
ENDOWMENT FUND
This fund provides for the Sisters of St.
Francis of Stella Niagara, NY, and the
Dominican Sisters of St. Mary of the
Springs, in appreciation of their dedicated contributions to St. Francis
DeSales High School, Columbus, OH.
BOBBI CSASZAR MEMORIAL
ENDOWMENT FUND
Established as a memorial to family,
this fund provides assistance to seminarians from the Diocese of Columbus.
ST. MARY OF THE SPRINGS
ENDOWMENT FUND
for the ministry of the Dominican
Sisters of St. Mary.
THE RUTH AND JACK STRADER
ENDOWMENT FUND
This endowment provides assistance
to young men from the Diocese of
Columbus preparing for the priesthood.
VISINTINE-IGOE TRUST
Income from this trust is used to
provide assistance to those wishing
to enter the priesthood or pursue a
religious vocation.
RICHARD AND GLORIA BREHM
Income from this fund is used to help
those wishing to enter the seminary
or pursue any vocation as religious
brothers, women religious or diocesan
or older priests.
JAMES E. AND IRENE BODISH
KELLEHER ENDOWMENT FUND
Funded through a charitable trust,
this endowment provides financial
assistance for men from the Diocese
of Columbus preparing for the
priesthood.
DIACONATE SCHOOL OF
THEOLOGY ENDOWMENT FUND
This fund helps foster the education
of future deacons.
DIOCESAN SEMINARIAN
ASSISTANCE ENDOWMENT FUND
This fund provides financial assistance
to seminarians studying for the Diocese
of Columbus.
THE THOMAS S. DOMITROVICH
From a bequest received by the
Diocese of Columbus, Bishop Griffin
established this endowment as a
memorial to Thomas S. Domitrovich.
In accordance with Mr. Domitrovich’s
wishes, distributions from this endowment will provide for the care and
needs of retired, sick and infirm
religious members, male and female,
who ever served in the Diocese of
Columbus regardless of their current
location.
EDWARD HERRMANN AND MARY
BERNERT VOCATION ASSISTANCE
ENDOWMENT
This fund established with contributions of Mary B. Bernert (deceased) and
the Good Shepherd Sisters, Columbus,
is to assist candidates for the Congregation of the Good Shepherd. It is
named in honor of Bishop Edward J.
Herrmann and Mary Bernert.
CATHOLIC LAYMEN’S RETREAT
LEAGUE ENDOWMENT FUND
This fund was established to support
and promote retreats.
SR. ANGELA MARIE EMRICK,
C.S.C., ENDOWMENT FUND
Established in honor of her Golden
Jubilee and funded as a memorial, this
endowment provides financial assistance to women pursuing ongoing
theological studies.
FATHER ROBERT HARWICK
This endowment, made possible
through the benevolence of the Pope
John XXIII Knights of Columbus
Council #5429, provides financial
assistance to seminarians studying
for the Diocese of Columbus and
for individuals from the Diocese
of Columbus accepted as candidates in formation programs for
religious orders.
39
The Catholic Foundation Grant Recipients 2005
The following organizations received one of more awards from the The Catholic Foundation
during fiscal year 2004-2005, as a result of grants or distributions specifically designated from
endowment funds, donor advised funds or supporting organizations:
40
Alzheimer's Association
American Family Association
American Heart Association
American Life League
American Red Cross
Ave Maria University
Bethesda Healing Ministries
Big Brothers & Big Sisters Association of Greater Columbus
Bishop Flaget Elementary School
Bishop Hartley High School
Bishop Watterson High School
Bishops Annual Appeal
Blessed Sacrament
Blessed Sacrament - Newark
Boy Scouts Troop 8
Boys Hope Girls Hope of
Greater Cincinnati
Brothers of the Poor of St. Francis
Byron Saunders Foundation
Camp O'Bannon Pool Fund
Catholic Charities
Catholic Church Extension Society
Catholic Inner City Schools
Catholic Record Society
Catholic Relief Services
Catholic Social Services
Catholics United for the Poor
Center for Bio-Ethical Reform
Center for Life and Hope
Children's Hospital Foundation
Christ Child Society of Columbus
Christ Child Society of Sarasota
Christ the King
Church of the Atonement
- Crooksville
City Gospel Mission
Columbus College of Art & Design
Columbus Rotary Foundation
Columbus Speech & Hearing Center
Comboni Missionaries
Community Kitchen
Community Shelter Board
Congregation of 3rd Order of St.
Francis of Mary Immaculate
Consumers Union
Corpus Christi
Covenant House
D.A.R.E.
Diocese of Columbus
Diocese of Columbus/Care for
Aged Priests
Diocese of Columbus/Department
of Communications
Diocese of Columbus/Department
of Education
Diocese of Columbus/Diocesan
Development Fund
Diocese of Columbus/Education
for Seminarians
Diocese of Columbus/Legacy of
Catholic Learning
Diocese of Columbus/Office of
Family Life
the Diaconate
Vocations
Diocese of Columbus/Tribunal Office
Doctors without Borders
Easter Seals
Elder High School
Endowment for Human Development
Equestrian Order of the Holy
Sepluchre
Eternal Word Television Network
First Love
First Lutheran Church
FOCUS
Friends of OSU Library
Gladden Community House
Glenmary Home Missioners
Golfers Against Cancer
Good Samaritan Hospital Foundation
Habitat for Humanity International
Heartbeat International
Hocking College
Holy Cross - Columbus
Holy Family - Columbus
Holy Family Food Kitchen
Holy Redeemer
Holy Rosary/St. John the Evangelist
Holy Spirit - Columbus
Holy Trinity - Jackson
Holy Trinity - Pond Creek
Hospice at Grady
Immaculate Conception - Columbus
Immaculate Conception - Dennison
Immaculate Conception - Kenton
School
Immigrant Worker Project
J.O.I.N.
Junior League of Columbus
Lay Ministry, Deacon and Seminarian
Training
Legatus
Life Issues Institute, Inc.
Life Legal Defense Foundation
Little Sisters of the Poor
Living Monuments of Reparation
Lower Price Hill Community School
Loyola University
Make A Wish Foundation
Marion Catholic High School
Maryknoll Sisters
Mercy Franciscan at St. John
Miami University
Milford Spiritual Center
Moeller H.S. Foundation
Mt. Carmel School of Nursing
Mt. Cavalry Cemetery, Newark
National Christ Child Society
National MS Society
National Right to Life
Newark Catholic High School
Notre Dame Elementary School
Notre Dame High School
Ohio Dominican University
Otterbein College
Our Daily Bread
Our Lady of Lourdes - Ada
Our Lady of Lourdes - Otway
Our Lady of Miraculous Medal
Our Lady of Peace - Columbus
Our Lady of Perpetual Help Grove City
Our Lady of Sorrows - West
Portsmouth
Our Lady of Victory - Columbus
Parish Aid Fund
Peter's Pence
Pontifical College Josephinum
Pregnancy Center West
Pregnancy Decision Health Centers
Presentation Ministries
Priests for Life
ProLiteracy Worldwide
Purcell Marian High School
Re Form America
Retirement Fund for Religious
Right to Life of Greater Cincinnati
Rosemont Center
Sacred Heart - Coshocton
Sacred Heart - New Philadelphia
Sacred Heart Radio
Sacred Heart School
Salesian Boys & Girls Club
Salesian Society Inc.
Salvation Army
Santa Cruz - Columbus
Santa Maria Community Service
Scioto Christian Ministry, Inc.
Serra Club #109
Sisters of Good Sheperd
Sisters of Holy Cross - Notre Dame
Sisters of Notre Dame de Namur
Sisters of St. Francis
Society for Propagation of Faith
Society of St. Vincent dePaul
South Asian Relief Fund
Sovereign Military Order of Malta
Special Olympics
SPICE Program
Ss. Peter & Paul - Glenmont
Ss. Peter & Paul - Wellston
St. Agatha
St. Agatha School
St. Agnes
St. Aloysius
St. Andrew
St. Andrew School
St. Ann
St. Ann - Philo
St. Anthony
St. Bernadette
St. Bernard
St. Brendan
St. Brendan School
St. Brigid of Kildare
St. Brigid of Kildare School
St. Catharine
St. Catharine School
St. Cecilia
St. Cecilia School
St. Charles Preparatory School
St. Christopher
St. Colman Cemetery
St. Dominic
St. Edward Church
St. Edward The Confessor
St. Elizabeth
St. Elizabeth Ann Seton
St. Francis Center
St. Francis de Sales - Newark
St. Francis de Sales - Newcomerstown
St. Francis de Sales Elementary School
St. Francis DeSales High School
St. Francis Ministries
St. Francis of Assisi
St. James Church-McConnelsville
St. James the Less
St. James the Less School
St. Joan of Arc - Powell
St. John - Logan
St. John the Baptist
St. Joseph
St. Joseph Cathedral
St. Joseph Elementary School
St. Joseph Montessori
St. Jude
St. Judes Childrens Hospital
St. Ladislas
St. Lawrence Haven
St. Leonard
St. Mary - Chillicothe
St. Mary - Columbus
St. Mary - Delaware
St. Mary - Lancaster
St. Mary - Marion
St. Mary - Portsmouth
St. Mary - Waverly
St. Mary Church
St. Mary Magdalene
St. Mary of the Springs/Dominican
Sisters
St. Mary School - Columbus
St. Mary School - Delaware
St. Mary School - Lancaster
St. Mary School - Marion
St. Matthew - Gahanna
St. Michael - Worthington
St. Michael School - Worthington
St. Monica - New Boston
St. Patrick - London
St. Paul the Apostle - Westerville
St. Peter - Chillicothe
St. Peter - Columbus
St. Peter - Millersburg
St. Peter - Wheelersburg
St. Philip the Apostle
St. Pius X - Reynoldsburg
St. Procop Catholic Church
St. Stephen's Community House
St. Sylvester - Zaleski
St. Therese's Retreat Center
St. Thomas More Newman
Center
St. Thomas the Apostle
St. Timothy - Columbus
St. Vincent DePaul Catholic
Church
St. Vincent Hotel, Inc.
St. Vincent's Family Center
St. William Parish
Tender Mercies
The Athenaeum of Ohio
The Columbus Foundation
The Community Health Clinic
The Marianists at Indian Lake
Thomas More Society
Tri-Diocesan Mobile Ministry
Project
Tuscarawas Central Catholic
High School
United Way Community
Services
University of Dayton
University of Notre Dame
Villas at St. Therese
Vine Street Neighborhood Ser.
WCET 48
William V. Fisher High School
Y.E.S.
Young Life Buckeye Region
41
$3.5+ Million
425 Funds
The Year in Review 2005
Education
Funds
Parish
Funds
Diocesan Funds
Foundation Funds
Vocation Funds
Cemetery Funds
Human
Service
Funds
9 2 9 3 9 4 9 5 9 6 9 7 9 8 9 9 0 0 0 1 0 2 03 04 05
9 2 9 3 9 4 9 5 9 6 9 7 9 8 9 9 0 0 0 1 0 2 03 04 05
Funds by Category
Growth in Distributions
Growth in Number of Funds
The Foundation holds endowed
funds to benefit parishes, schools,
agencies, organizations and
ministries within the Diocese of
Columbus. The Foundation is
available to help donors establish
endowments to benefit whatever
charitable cause they designate.
The Foundation paid out over $3.5
million in distributions and grants
this fiscal year. Since 1985, the
Foundation has provided more
than $28 million to support the
spiritual, educational and social
needs of our Catholic community.
In this fiscal year, we added 55
new funds, bringing the total
number to 425 accounts.
Investment Philosophy
The Foundation’s Board of Trustees views its role as steward of the Foundation’s funds as a sacred
trust. It retains the services of four investment advisors, providing its fundholders with the highest
caliber of money management in addition to a broad diversity of investment styles to maximize
investment return while safeguarding principal.
The Foundation is committed to an investment philosophy rooted in the long-term growth potential
for the endowment funds entrusted to it. For this reason, the Foundation utilizes a distribution
policy geared to providing for long-term growth. Each year the Foundation sets a distribution rate
that provides income for the stated purposes of the endowment fund and also provides for a
return to principal.
Here’s how it works:
An endowment fund is established at the Foundation with a deposit of $100,000. No other
deposits are ever made to the fund. Let’s assume an average annual rate of return of 8.5%–5% of
that return withdrawn each year for current needs and 3.5% reinvested as principal. In year one,
the fund looks like this:
Beginning Balance
$100,000
5% Distribution
$5,000
Amt. Reinvested
$3,500
Ending Balance
$103,500
44
In twenty years, the amount of the original deposit has almost doubled, and a total of over
$141,000 has been returned in distributions.
Beginning Balance
$192,248
5% Distribution
$9,612
Amt. Reinvested
$6,729
Ending Balance
$198,977
In thirty years, the value of the fund is over $425,000, and the annual distributions total
approximately $248,000.
Beginning Balance
$414,639
5% Distribution
$20,731
Amt. Reinvested
$14,512
Ending Balance
$429,151
Continuing this example, after a little more than 60 years the fund’s value will exceed $1 million.
In addition, over $1 million in annual distributions will have been released to provide for
immediate needs.
The Catholic Foundation strictly adheres to morally and socially responsible guidelines in
accordance with those set forth by the U.S. Catholic Conference of Bishops.
Financial Statement
The Foundation of the Catholic Diocese of Columbus and Affiliated
Organizations Statement of Financial Position – June 30, 2005 and 2004
2005
2004
5,466,956
277,855
-
5,768,269
306,351
842,822
1,495,344
88,020,944
598,399
16,663
77,862,637
908,364
23,529
$ 94,380,817
87,207,316
56,860
80,500
3,251,372
1,831,092
74,017,366
79,237,190
13,738
2,852,062
1,137,079
69,283,046
73,285,925
567,460
2,177,037
7,715,300
546,329
1,910,747
7,364,497
129,903
4,553,927
15,143,627
80,040
4,027,778
13,921,391
$ 94,380,817
$ 87,207,316
ASSETS
Cash and Cash Equivalents
Investment Income Receivable
Accounts Receivable
Contributions Receivable
Marketable Securities-at Market Value
(Cost of $75,258,954 for 2005 and $67,759,410 for 2004, respectively)
Investments–Other
Equipment–Net of Depreciation
$
TOTAL ASSETS
LIABILITIES AND NET ASSETS
LIABILITIES
Accounts Payable
Deferred Revenue
Annuities Payable
Unitrusts
Agency Funds
Total Liabilities
NET ASSETS
Unrestricted–Board Designated
Unrestricted–Donor Advised
Unrestricted–Undesignated
Temporarily Restricted
Permanently Restricted
Total Net Assets
TOTAL LIABILITIES AND NET ASSETS
$
Complete audited financial statements may be obtained by calling (614) 443-8893.
PUBLIC ACCOUNTABILITY STATEMENT
We recognize and understand that as a Catholic Foundation entirely separate from the diocese but in all ways
accountable to both the diocese and our donors, we are sustained by public trust and laws that confer upon us
a special responsibility to society and the Roman Catholic Church. We further acknowledge that this responsibility
can best be met by full, open and public disclosure of all our affairs.
45
Make us worthy, Lord,
To serve those people throughout the world
who live and die in poverty and hunger.
Give them through our hands, this day,
their daily bread, and by our understanding love,
give them peace and joy.
Mother Teresa
THE
CATHOLIC
FOUNDATION
1071 South High Street
Columbus, Ohio 43206-3412
614.443.8893 FAX 614.443.8894
www.catholic-foundation.org

- The Catholic Foundation

Transcription

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