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Annual Report 2013 Web - Catholic Foundation Overview
2013 Membership/Annual Report Table of Contents INTRODUCTION ...................................................................1 Message from our Executive Director .........................2 Board of Directors.........................................................3 Committee Members ....................................................4 Membership ..................................................................5 GIFTS ................................................................................ 10 Donors ........................................................................ 10 TRUST BALANCES ............................................................ 12 GRANTS ............................................................................ 16 TRUST ............................................................................... 17 ASSETS / LIABILITIES ...................................................... 18 STATEMENTS OF ACTIVITIES ........................................... 19 Page 2 The Catholic Foundation From the Executive Director Dear Friends of The Catholic Foundation, e are so pleased to present the July 2012 – June 2013 annual report for your review. For the past forty years, we have seen tremendous growth in The Foundation. Currently we manage 345 trusts, 40 insurance policies, 3 Charitable Gift Annuities and $18 million in assets. First, we would like to thank all those who have supported The Foundation this year by donating to an existing trust, beginning a trust, memorial and honorary gifts, and annual membership. We would also like to thank our Board of Directors as well as those who have served on our committees for giving their time, talent and expertise to help the Foundation grow. W We would like to say thank you to our Director, Bishop Joseph Latino and our President, Chuck Adams. Bishop Latino is retiring after 10 years and Chuck Adams is stepping down as President after 21 years. With their leadership, we have grown our assets from $2 million to $17 million. We have increased our trusts from 108 to 345. We have also seen our annual membership grow to over 700 members each year. We truly appreciate all of their efforts and leadership through the years. We would also like to give a warm welcome to our new President, Joe Rice. Joe has been in the investment business for the past 29 years. He currently is the Managing Director of Investments at Raymond James. Joe has been a member of the Board of Directors since 1991. He has served on the Investment, Nominating, and Membership Committees. Joe and his wife Madelyn have helped to establish three trusts with The Foundation and they are Lifetime members. Actually, it was at Joe’s family kitchen table with his parents, uncle and Bishop Brunini that talk of starting a Catholic Foundation for our diocese began. Forty years later, we are so excited that Joe has agreed to take on the leadership role and continue the legacy of The Foundation. As you review the annual report, you will see the commitment of our leaders and our dedication and commitment to preserving and growing the assets entrusted to The Foundation. Our goal is to remain focused on the growth of the trust funds, to the individuals who started these funds, as well as to the beneficiaries who rely on the distributions each year. The Foundation staff and Board of Directors are grateful for the support you have given to us this year. We are always here if you have questions on membership or getting a trust fund started. We look forward to hearing from you. Warmest Regards, Rebecca Harris Executive Director The Catholic Foundation Page 3 Board of Directors 7-1-12 to 6-30-13 OFFICERS OF THE FOUNDATION Bishop Joseph Latino Charles Adams, Jr. Director President Michael Dowell Vice President Joe Rice, Jr. Vice President A. J. Stone, Jr. Vice President Charles Campbell, III Treasurer Diane Pumphrey Secretary Most Reverend Joseph Latino ...................... Jackson Harrison Hart .................................................. Madison Charles Adams, Jr. ................................ New Orleans Ewin Henson, III ......................................... Greenwood John Bellan, Jr. ............................................... Jackson Most Reverend William Houck ....................... Jackson Marc Biggers .............................................. Greenwood Karen Hulett .................................................... Madison Patrick Biglane ................................................. Natchez Rev. Thomas Lalor ........................................ Vicksburg Luke Billman .................................................. Brandon Lewis Mallory, Jr. ........................................... Starkville William Brown ................................................ Madison Jim McCraw .................................................... Jackson Sara Burrow .................................................... Madison Stephen McDonald, II .................................... Natchez Deacon Lawrence Campbell ...................... Southaven Griffin Norquist, Jr. ...................................... Yazoo City Charles Campbell, III ........................................... Flora Sr. Paulinus Oakes, RSM .............................. Joan Cleary ........................................................ Oxford Emil Pawlik ..................................................... Jackson Chris Correro ................................................... Madison Diane Pumphrey ............................................ Rev. Francis Cosgrove ................................... Meridian Lisa Ratzlaff ..................................................... Madison Joseph Danek ...................................................... Sarah Joe Rice, Jr. .................................................. Ridgeland Aad de Lange .................................................. Madison George Sherman ........................................... Starkville Rev. Thomas Delaney ......................... Crystal Springs Dr. Clinton Smith ........................................... Michael Dowell ........................................... Ridgeland Michael Smith ......................................... George Evans ................................................. Madison A. J. Stone, Jr. ................................................. Jackson Keith Fulcher ................................................ Cleveland Rev. Msgr. Elvin Sunds, Jr. ............................. Jackson John Geary ...................................................... Jackson Katie Walley ................................................... Brandon Karen Gordon ................................................. Madison Timothy Walsh ................................................... Oxford Armand Guizerix, III ...................................... Dr. David Wender ........................................... Jackson Vicksburg Jackson Madison Jackson Brookhaven Flora Lee White, II ...................................................... Natchez Barbara Harkins-Jones ................................... Jackson Mary Grace Yarborough ................................. Jackson Julie Harkins ........................................................ Michele Harris .................................................. Flowood The Catholic Foundation Page 4 Committee Members 7-1-12 to 6-30-13 Executive Nominating Bishop Joseph Latino, Jackson Charles Adams, Jr., New Orleans John Bellan, Jr., Jackson Luke Billman, Brandon Charles Campbell, III, Flora Chris Correro, Madison Aad de Lange, Madison Michael Dowell, Ridgeland George Evans, Madison Keith Fulcher, Jackson John Geary, Jackson Armand Guizerix, III, Vicksburg Michele Harris, Flowood Rebecca Harris, Flowood Harrison Hart, Madison Diane Pumphrey, Jackson Joe Rice, Jr., Ridgeland Michael Smith, Brookhaven A. J. Stone, Jr., Jackson Rev. Msgr. Elvin Sunds, Jr., Jackson Bishop Joseph Latino, Jackson Keith Fulcher, Cleveland Joan Cleary, Oxford Rebecca Harris, Flowood Joe Rice, Jr., Ridgeland Rev. Msgr. Elvin Sunds, Jr., Jackson President Treasurer Staff Vice President Emeritus Staff Secretary Vice President Vice President Staff Investment Bishop Joseph Latino, Jackson A. J. Stone, Jr., Jackson Charles Adams, Jr., New Orleans Chris Correro, Madison Michael Dowell, Ridgeland John Geary, Jackson Joe Rice, Jr., Ridgeland Staff Staff Grant Allocation Bishop Joseph Latino, Jackson Charles Adams, Jr., New Orleans William Brown, Madison Aad de Lange, Madison Michael Dowell, Ridgeland Rebecca Harris, Flowood Barbara Harkins-Jones, Jackson Michele Harris, Flowood Sr. Paulinus Oakes, Jackson Rev. Msgr. Elvin Sunds, Jr., Jackson Maggie Wender, Jackson Mary Grace Yarborough, Jackson Chairperson Staff Staff Staff Annual Social Chairperson Sara Burrow, Madison Karen Gordon, Madison Chairperson Golf Tournament Emeritus Membership Keith Fulcher, Cleveland Deacon Lawrence Campbell, Southaven Armand Guizerix, III, Vicksburg Rebecca Harris, Flowood Lewis Mallory, Jr., Starkville Sr. Paulinus Oakes, Jackson Rev. David O’Connor, Natchez Elliott Thomas, Jr., Jackson Timothy Walsh, Oxford Chairperson Chairperson Staff Stephen Carmody, Jackson Cathy Eaves, Jackson John Files, Clinton Rebecca Harris, Flowood Pam McFarland, Clinton Lisa Ratzlaff, Madison Elliott Thomas, Jr., Jackson Katie Walley, Brandon Mary Woodward, Jackson Chairperson Staff Staff Staff The Catholic Foundation Page 5 Membership 2013 (Calendar Year) Lifetime Plus ($5,000 +) Anonymous Mr. and Mrs. Ben Bailey, Jr. Mr. and Mrs. Joseph Danek Dr. and Mrs. George Hamilton Mrs. Bernard A. Jordan, Sr. Mrs. Nancy Joseph Mr. and Mrs. Ken Lefoldt Mr. and Mrs. Roger G. McGrath, III Mr. and Mrs. Mike Pumphrey Mr. and Mrs. Joe G. Rice, Jr. Mr. and Mrs. Jerry Roberts Mr. and Mrs. Lee White Lifetime ($5,000) Mr. and Mrs. Charles P. Adams, Jr. Anonymous (2) Mrs. Thomas Austin Mr. and Mrs. Joe Azar Mr. and Mrs. Luke Billman Dr. and Mrs. Phillip K. Blevins Dr. and Mrs. Michael Boland Mr. Jerry Bowles Mr. William A. Brown Mrs. Mariam Buttross Mr. Peter Buttross, Sr. Mr. and Mrs. Nick Calico Mr. and Mrs. Charlie Campbell Mr. and Mrs. Joseph C. Canizaro Mr. and Mrs. John Catherwood Mr. Robert Crespino Ms. Kathie Curtis Rev. Thomas Delaney Dr. Iley F. Dillon Mr. and Mrs. Michael Dowell Mr. and Mrs. Keith Fulcher Mr. and Mrs. Jack Geary Ms. Karen Gordon The Grossman Family Ms. Mary Grower Mr. and Mrs. Ray N. Hansen Drs. Douglas and Kimberly Harkins Mr. and Mrs. Thomas M. Harkins, Jr. Mr. W. E. Harreld, Jr. Dr. and Mrs. William Harris Mr. and Mrs. Charles D. Harvell Mr. John D. Herlihy Mrs. Jane Hewes Ms. Darleen Hoermle The Most Reverend William Houck Mrs. Rosann Hudson Mr. and Mrs. Barney B. Jarreau Mrs. Irene Jones Mrs. Bernard A. Jordan, Sr. Mrs. Nancy Joseph Rev. Brian D. Kaskie Rev. Dr. and Mrs. Ted Klingen Mrs. Elizabeth Koch Mr. and Mrs. Lewis F. Mallory, Jr. Mr. and Mrs. J. Con Maloney Mr. and Mrs. John A. Maloney Rev. Michael A. Marascalco Mr. and Mrs. Hibbett Neel Mr. and Mrs. S. Griffin Norquist, Jr. Mr. and Mrs. William O'Connor Dr. Michael F. Payment Mr. Steve and Dr. Karen Shackelford Mr. and Mrs. Mike Smith Dr. and Mrs. Samuel E. Sprehe Ms. Jacque Stahlman Drs. David and Lillian Stratmon Mrs. Yvonne V. Thaxton Dr. and Mrs. Randy Tillman Mr. and Mrs. Ancel Tipton Mrs. Jimmie Walker Mr. Timothy Walsh Dr. and Mrs. Mark Webb Majestic Plus ($1,050$4,999) Mr. Aad de Lange and Mrs. Ana Mora Iglesias Mr. Mike Grower Mr. and Mrs. James D. McChesney Majestic ($1,000-$1,049) Drs. Fred and Anna Asher Mr. and Mrs. Jason Denman Mr. and Mrs. J. Fred Farrell Dr. and Mrs. John J. Hodge Dr. and Mrs. Jeffrey Houin Dr. Bill and Dr. Karen Hulett Mr. and Mrs. William S. Luckett Mr. and Mrs. James McCullough Norbertines of St. Moses Mr. and Mrs. Emil Pawlik Ms. Elizabeth Price Mr. and Mrs. Larry Ratzlaff Dr. and Mrs. Bob Tibbs Mr. and Mrs. Watts Ueltschey Mr. and Mrs. Robert Wolverton Honorable Plus ($550-$749) Mr. and Mrs. Emmett Atwood Mr. Patrick O. Jefferson Mr. and Mrs. Bernie A. Jordan, Jr. Honorable ($500-$549) Mr. and Mrs. John Bove' Mr. and Mrs. Steve Carmody Ms. Ida Cunetto Mr. and Mrs. Preston Derivaux Mr. and Mrs. Theo Dinkins Mr. and Mrs. John Dorsa Dr. and Mrs. Romeo Gomez Mr. and Mrs. Thomas Harris, Jr. Mr. and Mrs. Guy B. Harvey Dr. Nancy Horton Ms. Mary Judy Mr. and Mrs. Larry Lefoldt Mr. and Mrs. Scott F. Miller Mr. Phillip O'Brien Mr. and Mrs. Ray Robichaux Mr. and Mrs. Daniel M. Setaro Mr. George Sherman Mr. and Mrs. Doug Swayze Mr. and Mrs. Jimmy Walker Mr. and Mrs. Chris Walters Mr. and Mrs. Danny Woodcock Mr. and Mrs. Michael L. Workman Guardian Plus ($300-$499) Ms. Nancy E. Anklam Mr. and Mrs. Jack Bellan Mr. Charles Bryan Ms. Mary Buckley-Everett Mr. Richard L. Erickson Mrs. Barbara Harkins-Jones Mr. and Mrs. George W. Heath Dr. and Mrs. Thomas Hodge Mr. and Mrs. Peter Koury Dr. Leon Lenoir, Jr. Dr. and Mrs. Vince Liberto Dr. and Mrs. William Loper Mr. and Mrs. G. Terrell Morgan Mr. and Mrs. James M. O'Rourke Mr. and Mrs. Elliott F. Thomas, Sr. Guardian ($250-$299) Acme Printing Company, Inc. Mr. and Mrs. Earl Alford Dr. and Mrs. Michael Artigues Mr. and Mrs. Jim Blair Mr. and Mrs. David Bridgers Mr. Joseph P. Caskey Mr. and Mrs. Robert Cini Ms. Mary Charlotte Clarke Dr. and Mrs. Charles Clericuzio Dr. and Mrs. Alton Cobb Mr. Ted Enstrom Mrs. Alvonia Fouche Mr. and Mrs. Bobby Gill Mrs. Edith Harkins Dr. and Mrs. Mike Harkins Mr. and Mrs. Dan Hart Continued The Catholic Foundation Page 6 Membership 2013 (Calendar Year) Guardian continued Mr. and Mrs. Ron Harvel Dr. and Mrs. Hoat Hoang Mr. and Mrs. George Hoff Ms. M. Eola Hogg Ms. Mary Hogg Mr. and Mrs. William Iupe Mr. and Mrs. Robert J. Larson The Most Reverend Joseph Latino Mr. and Mrs. John Luckett Mr. C.B. Carroll and Ms. Jeanne Luckett Ms. Frances Lutz Mr. and Mrs. William K. Martinson Mrs. Mildred M. Moore Mr. and Mrs. William Moore Dr. and Mrs. Henry N. Pitre, Jr. Mr. Leonard Paul Saik Mr. and Mrs. John Schemmel Dr. Donald Schwartz Mr. and Mrs. Samuel Sliman Mr. and Mrs. Mark Smith Rev. Rich Smith Mr. and Mrs. Leslie Southwick Mr. and Mrs. Gary Taylor Dr. and Mrs. Paul Y. Varela Ms. Lynn Vincent Mr. and Mrs. Jude Watts Mr. and Mrs. William R. Watts Mr. and Mrs. Joe Webb Sustaining Plus ($150-$249) Mrs. Margaret Campbell Dr. and Mrs. Amnuey M. Chiemprabha Mr. and Mrs. Flynn Clark Mrs. Joan Cleary Mrs. S.R. Coleman Ms. Catherine Cook Ms. Rachel M. Cwiklik Mr. and Mrs. Joseph Durst Mrs. Louise Ellis Mr. and Mrs. George Evans Mr. and Mrs. Charles Gho Mr. and Mrs. Michael J. Gough Mrs. R. M. Harris Mr. and Mrs. Rusty Harris Mr. and Mrs. Roger Hastings Mr. and Mrs. Ewin Henson Mr. and Mrs. John E. Hicks, Jr. Mr. and Mrs. Dave Huch Mr. and Mrs. Ruben Hughes Mr. and Mrs. Charles A. Jordan Mr. and Mrs. William Lalor Mr. and Mrs. Denzil J. Lobo Mr. and Mrs. M. Curtiss McKee Rev. Samuel J. Messina Mr. and Mrs. Patrick Moore Mr. and Mrs. Tim Opiela Mr. Louis J. Pellegrine Mr. and Mrs. Jerry Reynolds Mr. and Mrs. Arnie Senger Mr. and Mrs. Steve Shirley Dr. and Mrs. Peter Sukanek Mr. and Mrs. Tony Weisenberger Mrs. Charles Weissinger Sustaining ($100-$149) Mrs. Lynne Abraham Mr. and Mrs. Joe Aguzzi Mr. Michael Aguzzi Ms. Joan Albert Mrs. John L. Albriton, Jr. Mr. and Mrs. Bill Allison Mr. and Mrs. Corey Amos Mr. and Mrs. Jeffrey Amy Anonymous Mr. and Mrs. Phillip Antici Mr. and Mrs. Michael Atkinson Ms. Mary Barber Mr. and Mrs. Charles Barrett Mr. and Mrs. Paul Battle Mr. and Mrs. James Beatty Mrs. Kathy Behan Mrs. Elizabeth Belz Mrs. Nora Berret Mr. and Mrs. Marc Biggers Dr. and Mrs. Barr Biglane Mr. and Mrs. Patrick Biglane Dr. Delali Blavo Mr. and Mrs. Charles Bohannon Mr. John Booth Mr. and Mrs. Mike Booth Rev. Kent Bowlds Mrs. Marlu Bilz Branson Ms. Corinne Brashear Dr. and Mrs. Bucky Brooks Mr. and Mrs. Mike Brown Ms. Cecilia Bullock Ms. Vijean Burden Mr. and Mrs. Paul Byrne Rev. Alfred L. Camp Mr. and Mrs. Louis Capella Sr. Clarice Carroll Ms. Flo Chambers Dr. and Mrs. Emeka Chigbo Mr. and Mrs. Philip Clegg Ms. Stephanie K. Compton Mr. and Mrs. Robert J. Connor Mr. and Mrs. Herman Cooper Mr. and Mrs. Kenny Converse Rev. Frank Corcoran Mr. and Mrs. Chris Correro Mr. and Mrs. John Correro Mr. and Mrs. Chris Cox Mr. and Mrs. Wendell Cox Mr. John Crevitt, Jr. Mr. and Mrs. Robert W. Cross Mr. Joseph Cryan Mr. Dean Daniels Mr. Elbert J. Day, Jr. Mr. and Mrs. Harold Dean Mr. and Mrs. James C. Delouche Mr. and Mrs. Joe Denson Mr. and Mrs. Phillip Dimino Mrs. Carmelina M. Dimino Dr. and Mrs. Michael Doherty Ms. Kaye Dreifuerst-Tremayne Mr. and Mrs. Jimmy Duncan Mr. and Mrs. Bill Dunning Drs. Minh Duong and Thi Bui Mr. and Mrs. Bruce Ebersole Mr. and Mrs. Joe Ellis Mr. and Mrs. Tom Elzen Mrs. Maria Everett Mr. and Mrs. John Files Mr. and Mrs. Frank Fillingim Mrs. Mary Foreman Mr. and Mrs. John Fournet Mr. Patrick Frascogna Mr. and Mrs. Richard Freibert Mr. and Mrs. Freddy T. Frick Rev. Daniel Gallagher Mr. and Mrs. Robert Gambrell Mr. Charles Garrity Mrs. W. B. Garrity Mr. and Mrs. Robert S. Gaston Mrs. Marjean W. Gillis Mr. and Mrs. Raymond Girnys Mr. and Mrs. Homer Greer Mr. Francis Gresock Mr. and Mrs. Skipper Guizerix Mr. and Mrs. Edwin Y. Hannan Ms. Rosemary Harkins Mr. and Mrs. Patrick Harmon Mr. Don Harris, Sr. Mr. and Mrs. Alan Hart Mr. and Mrs. Rusty Haydel Mr. and Mrs. Thomas S. Hayes, Jr. Ms. Teresa Hayes Mr. and Mrs. Gregory J. Henley Ms. Mary Hitchins Mr. and Mrs. Norman Hodges Mr. William Hodges Holy Family Catholic Church, Natchez Mr. and Mrs. Curtis Hopkins Mr. and Mrs. Delbert Hosemann Mr. Terry Jarzen Ms. Marianne Jones Mr. and Mrs. Elbert Kimbrell Mr. and Mrs. Steven Kohnke Ms. Synthia P. Lambert Continued The Catholic Foundation Page 7 Membership 2013 (Calendar Year) Sustaining continued Mr. and Mrs. John Lavender Mr. Tinh Minh Le Mr. and Mrs. Joseph L. Loviza Mr. and Mrs. Dennis Lucker Mr. and Mrs. Robert Lunardini Mr. and Mrs. Joseph Lutz Mrs. Margaret Ann Lutz Mr. and Mrs. John J. Maloney Mr. Michael Malouf Dr. and Mrs. Edward Manning Mr. and Mrs. Windell Manuel Dr. Joseph A. Martin, Sr. Mr. and Mrs. Billy Martinson Ms. Marie May Mr. and Mrs. Jim McCraw Mr. and Mrs. Stephen T. McDonald, II Mr. and Mrs. Ledge McDowell Dr. and Mrs. Gary McFadyen Mr. Hobson McGehee Mrs. Chick McGhee Mrs. D. P. McGowan Ms. Nicki Michaud Mr. Walter Michel Mr. and Mrs. Chuck Mobley Mr. and Mrs. David Monts Mr. and Mrs. Jay C. Moon Ms. Catharine Moore Mrs. Virginia A. Mouton Mr. and Mrs. Ronald Muffuletto Mr. Thomas Mullen Mr. and Mrs. Timothy J. Nalley Mr. and Mrs. Donald Neumann Mr. and Mrs. Robert Newell Rev. Patrick Noonan Mr. and Mrs. Al Nuzzo Mr. and Mrs. Charles M. O'Connor Dr. and Mrs. Raymond Orgler Mr. and Mrs. Ben Piazza Dr. and Mrs. Len Pinkley Mr. and Mrs. Walt Pond Mr. Harold Powers, Jr. Ms. Martha Prater Mr. and Mrs. Michael Raff Mr. and Mrs. Raul F. Ramirez Mr. and Mrs. Don Ravenstein Mr. and Mrs. Art Richardson Mr. Fred and Dr. Mary Jo Roark Mr. and Mrs. Marion Roberson Mrs. Judy Robinson Mrs. Eileen Rocconi Mr. and Mrs. Larry Rocconi Mr. and Mrs. Marcelo Ruvinsky Mr. and Mrs. Fred Salvo Mr. Dale and Dr. Sara Savell Mrs. Norma M. Sessions Ms. Frances F. Smith Ms. Mille P. Smith Ms. Marti Stark Mr. and Mrs. Jeffrey Steevens Mr. and Mrs. A. J. Stone Mr. Arthur Stumpf Dr. Barbara Sturbaum Mr. and Mrs. John R. Suedel Mrs. Gloria Gipson Suggs Mr. and Mrs. Dominic Tavoleti Mr. and Mrs. Jim Terry Mr. and Mrs. James O. Thigpen Mr. and Mrs. Anthony Thomas Mr. and Mrs. Frank Thomas Mrs. Phyllis Thomas Mr. and Mrs. Raymond Thomas Mr. and Mrs. Lawrence A. Treadway Ms. Elaine Trenor Mr. C.F. Trippe, Jr. Mrs. Bill Trout Mr. and Mrs. Norman Turk Mr. and Mrs. Donnie Tynes Dr. Mark Van Boening Mr. Robert K. VanDevender, Jr. Mr. and Mrs. John Vozzo Mrs. Jo Watson Mr. and Mrs. Hank Weaver Dr. and Mrs. Dave Wender Mr. and Mrs. James Westbrook Mr. Michael Whelan Mr. and Mrs. Al White Mr. and Mrs. Michael Williams Mr. and Mrs. Wesley Williams Mr. and Mrs. B.E. Wilson Mr. and Mrs. Tom Wofford Mr. and Mrs. Michael Wolf Ms. Mary Woodward Mrs. Mary Grace Yarborough Ms. Helen Yoste Ms. Monica Young Clergy & Religious Plus ($35-$99) Christ the King Mission Christian Brothers Community Rev. Frank Cosgrove Rev. William J. Cullen Rev. Lincoln S. Dall Rev. Gerard Hurley Rev. Mike O'Brien Rev. David O’Connor Rev. Martin M. Ruane Rev. Kevin Slattery Rev. Richard Somers Rev. Elvin Sunds Clergy & Religious ($25) Rev. P.J. Curley Rev. Joseph Dyer Sr. Mary Trinita Eddington, O.P. Rev. Msgr. Michael Flannery Br. Senan Gallagher, S.T. Sr. Donna Gunn, CSJ Rev. Thomas McGing Sr. M. Paulinus Oakes, R.S.M. Rev. Robert Olivier Rev. Gregory Plata, O.F.M. Sr. Mary Poeschl, RSM Rev. Anthony Quyet Nguyen Rev. Matthew P. Simmons Sisters of Mercy - House of Hope Sisters of St. Francis Sr. Dorothea Sondgeroth St. Helen Catholic Church Rev. Scott Thomas Rev. Joe Tonos Friend Plus ($35-$99) Mrs. Wadel Abide Mr. and Mrs. Ronnie Aguzzi Mr. and Mrs. Junius Clark Mr. and Mrs. Jeffrey Eckstein Ms. Kaye Evers Mr. and Mrs. James Farris Mr. and Mrs. Ken Fisher Mrs. Anita Graybeal Mr. and Mrs. Eugene Halcomb Mr. and Mrs. John Lindsey Ms. Kate Mullins Mr. and Mrs. Mickey Nugent Ms. Kathleen Perales Mrs. Noreen Pyron Mr. and Mrs. Neil Rhodes Mr. and Mrs. George Roman Dr. and Mrs. Robert Sadler Mrs. Betty F. Shannon Ms. Kimberly Stiff Mr. and Mrs. Kevin Stump Ms. Susan M. Sweet Ms. Sina Tavoleti Mr. and Mrs. Robert Tonore Friend ($25) Drs. Dale and Ann Abadie Ms. Lana Aguzzi Mr. and Mrs. John Aldridge Mr. and Mrs. John W. Alford Mr. and Mrs. Fred Allen Mr. Conrad Anderson, Jr. Ms. Floretta Anderson Mr. and Mrs. John Anderson Continued The Catholic Foundation Page 8 Membership 2013 (Calendar Year) Friend continued Ms. Louise Andy Anonymous Mr. and Mrs. Marc Anthony Dr. and Mrs. Lincoln Arceneaux Mrs. Carolyn Arnold Mrs. Mary L. Austin Ms. Marie Bailey Mr. and Mrs. John P. Baranello Mr. and Mrs. Clay Beard Mr. and Mrs. Lance Benefield Ms. Violette Beyea Dr. Manley E. Blackwell Mr. and Mrs. Barron Blake Mrs. Carolyn Blakey Mr. and Mrs. Charles R. Bodin Mr. and Mrs. Ronald Bohna Mr. and Mrs. Sigifredo Bonilla Mrs. Mafalda Bouton Mr. Jeff Bracken, III Mr. and Mrs. Clois Braswell Mrs. Dorothy Bridgers Ms Helene Brignac Mr. Charles Brocato Ms. Mary Catherine Brown Mr. and Mrs. Eugene Buglewicz Mr. and Mrs. John Burge Ms. Sara Burrow Mr. and Mrs. Dan Buzzarde Mrs. Vivian Byas Mr. and Mrs. Jeff Byrd Mr. and Mrs. Tom Byrne Mrs. Loveta Byrne Mr. and Mrs. C. P. Cabrol Mr. and Mrs. Marvin Cannon Mr. William Carrigan Mr. and Mrs. Mark Carter Mrs. Velma G. Caskey Mr. and Mrs. Paul D. Caskey Mr. and Mrs. Michael Chambers Mr. and Mrs. Chafik Chamoun Mr. and Mrs. John Chiumento Mr. and Mrs. George Clifford Mr. and Mrs. Tom Clifton Mr. and Mrs. Lane Clower Mr. and Mrs. R. Buck Coats Mr. and Mrs. Hugh Comish Mr. and Mrs. Kenneth Corpstein Mr. and Mrs. John Correro Mr. Warren Couvillion Ms. Bea Covert Ms. Elizabeth Cowles Mr. and Mrs. Robert Cranston, Jr. Ms. Mae M. Crippen Ms. Helen Cromwell Mr. and Mrs. David Culpepper Mrs. Leslie Davidson Ms. Linda Davis Mr. and Mrs. James Davis Mr. Benjamin Delatte Mr. and Mrs. Lester Diamond Mrs. Victoria P. Dichiara Mr. and Mrs. Andrew Dillon Mr. and Mrs. Joey Donnell Mr. and Mrs. William Dukes Mrs. Grace Dunn Mr. and Mrs. Mike Eaves Dr. and Mrs. Wayne Ebelhar Ms. Jean G. Edwards Mr. and Mrs. Duncan Eidt Mr. William Elliott Mr. Joseph G. Ellis Mrs. Jacqueline Englebert Mr. and Mrs. Jim Enochs Mr. and Mrs. Howard Ettinger Mr. and Mrs. John Fair Ms. Shirley Farish Ms. Cathryn Faucheux Mr. Bob Fava Mr. and Mrs. Peter Fayard Mr. and Mrs. Charles Feduccia Mr. Thomas Fedyzkowski Mr. and Mrs. Prentiss Ferguson Ms. Anula Fernando Mrs. John S. Ferretti Mr. and Mrs. Christopher Flaherty Mrs. Bobby Fletcher Mr. and Mrs. Mac Fletcher Mr. and Mrs. Omar Flores Mrs. Lorene Flowers Mrs. Aubrey Fratesi Ms. Mei L. Frey Mr. and Mrs. Todd Frier Mr. and Mrs. David W. Fries Mr. and Mrs. Clifford Galey Mrs. Linda Gamble Mr. and Mrs. John T. Ganzerla Ms. Josee Gavin Mr. and Mrs. James Gecewicz Mr. and Mrs. Wayne Geimer Mr. and Mrs. Gordon Ghirardi Mrs. Doris Glassl Mr. and Mrs. Charles Goldsmith Mr. and Mrs. Tim Gonda Mr. and Mrs. Elquin Gonzalez Mr. David Goss Mr. and Mrs. David Gosselin Mr. and Mrs. Thomas Grady Mr. Mark Graham Mr. and Mrs. Theodore Gray Mrs. Victoria C. Guevarra Mr. and Mrs. Bob Hagen Mr. and Mrs. John R. Halbrook Mr. and Mrs. Mark Haley Drs. J.R. and Joan Wylie Hall and Ms. Jennifer Hall Ms Teresa Hamill Ms. Terri Hamilton Ms. Odelia Hanna Mr. Thomas Hannigan Mr. and Mrs. Albert Hanskiewicz Mr. and Mrs. Darrin Hardesty Mr. and Mrs. Kermit R. Harness Mrs. Mary Harrington Mr. and Mrs. E. E. Harris Mr. and Mrs. Andrew Harrison Mr. and Mrs. Mike Hart Mr. and Mrs. John Haselhorst Mr. and Mrs. Daniel J. Hebert, Sr. Mr. and Mrs. Jim Herring Mr. and Mrs. Don Hightower Mr. and Mrs. Price Hildebrand Mr. and Mrs. Dennis Hopper Mr. and Mrs. Owen Hornstein, Jr. Ms. Mary C. Horrell Mrs. Lisa C. Hubbard Mr. and Mrs. Ronald Hudson Mr. and Mrs. James E. Huerkamp Ms. Charlene Hughes Mr. and Mrs. Jack R. Huntley Mr. Leo Jabil Mrs. Glenna Jacob Mr. and Mrs. William James Mr. and Mrs. Mike Jenkins Mrs. Barbara Johnson Mr. and Mrs. Robert Johnston Dr. and Mrs. Arthur Jones Mr. and Mrs. Ken Jones Mrs. Laura E. Jordan Mr. and Mrs. Mitchell Jordan Mr. Nick Joseph Ms. Rhoda Kalscheur Mr. and Mrs. Al Katool Ms. Jennifer Katool Mr. and Mrs. George Kehle Mr. and Mrs. William Kemp Mr. and Mrs. Raymond Kenney Mrs. Beverley P. King Mr. Sterling Knight Mrs. Maria A. Kumar Mr. and Mrs. Samuel Labonia Mrs. Cindy Lai Mrs. Anna Lambert Mrs. Elizabeth E. Lang Mr. and Mrs. Ned Lasseter Mr. Daniel T. Latimer Mr. Nick Lavecchia Mr. and Mrs. John Lewis Mrs. Gerald Lexa Ms. Carolyn Lindsey Continued The Catholic Foundation Page 9 Membership 2013 (Calendar Year) Friend continued Mr. and Mrs. Don Lindsey Ms. Janet Lindsey Mr. and Mrs. Dennis Lingenfelder Mr. and Mrs. Jim Lipscomb Mr. and Mrs. Ronald H. Lock Mr. and Mrs. Gary Lofton Mr. and Mrs. Chris Luckett Mr. and Mrs. Darrell Malatesta Mr. and Mrs. Marcus Mallory Mr. and Mrs. Paul Maloney Mr. and Mrs. Bill Malouf Ms. Juli-Ann Marquette Mr. and Mrs. Kirk Martin Mr. and Mrs. Lee Martin Mr. and Mrs. Gaines Massey Mrs. Gwen McCalip Ms. Irena McClain Mr. and Mrs. Steve McCurdy Mrs. Charline M. McGraw Mr. and Mrs. Ernie McKnight Mrs. Laine M. Melton Dr. and Mrs. Joseph Messina Jr. Mr. and Mrs. Jules Michel Mr. Dixon Mills Ms. Emily G. Mitchell Mr. and Mrs. Dale Moncure Mr. and Mrs. Roger Morgan Mr. and Mrs. Henry G. Mosco Mrs. Carol Moskewitz Mr. Paul B. Murphy Mr. John Nassour Ms. Christine Newman Phung Michael Nguyen Mr. and Mrs. Phung M. Nguyen Mr. and Mrs. Stephen Noth Mrs. Geraldine K. Orgler Mr. and Mrs. John Paris Mr. and Mrs. Brian Parmentier Mr. and Mrs. Tom Patterson Mr. Michael Pawlik Mr. John L. Paytas Ms. Lois Anne Pearce Mrs. Mary J. Pendleton Ms. Christine Persson Mrs. Jackie T. Phillips Mr. and Mrs. Clint Pickett Mr. and Mrs. Larry C. Plaisance Mrs. Marcia Plummer Mr. and Mrs. Douglas J. Pradat Mr. and Mrs. Vincent Prejean Mr. and Mrs. Edward Prybylski Mr. and Mrs. Arthur Pullum Mr. and Mrs. Conrad Rabalais Mr. and Mrs. Larry Rabalais Mr. and Mrs. Ray Rabert Mr. and Mrs. Billy Randall Mr. and Mrs. John Read Mr. Rodney D. Reed Mr. and Mrs. Donny Rentfro Mr. Thomas E. Rester Mr. and Mrs. Dennis K. Riecke Ms. Ellen Robb Ms. Eileen Roberts Mr. and Mrs. Freddie Robinson Mr. Jody Rocconi Mr. and Mrs. Fred M. Rogers Ms. Margaret Jo Rose Ms. Irene Ross Mr. and Mrs. Michael Ruble Mrs. Catherine M. Ruhl Mrs. Caroline Russell Mr. and Mrs. Michael J. Russo Mr. and Mrs. John Saia Mr. and Mrs. John Sanguinetti Mr. and Mrs. Erwin Santiago Mr. and Mrs. Bob Sauer Mr. and Mrs. Charles Sbravati Mrs. Rose Schultz Mrs. Willye B. Scott-Robinson Mr. Bobby Scudamore Ms. Margaret Searcy Mr. and Mrs. Gerald Self Ms. Ann Burns Shaidnagle Mr. and Mrs. Dale Shepherd Mr. Robert E. Shields Mr. and Mrs. Francisco Sierra Mr. and Mrs. William J. Singletary Mrs. Carmen V. Smith Ms. Jessica Smith Mr. Sammie Smith Mr. and Mrs. Stephen Smith Mr. and Mrs. Paul Speyerer Dr. and Mrs. Sam Sprehe Mr. and Mrs. John Stamm Mr. Douglas Starr Mr. and Mrs. Carl Stevens Mr. and Mrs. Duane Stevens Mr. and Mrs. John Stewart Mr. and Mrs. Otto Storr Mr. George F. Stricklin Ms. Gay Strong Mr. and Mrs. Howard Stutzman, Jr. Dr. and Mrs. Jose Subauste Mrs. Mary Clara Swain Mr. Stanley Swentkowski Mr. Thomas Taff Mrs. Jeanette Tarsi Mr. H. Michael Tatum Mr. Bill Taylor Mr. Clyde Taylor Mr. and Mrs. John W. Taylor Mr. Vitalis W. Temu Mr. and Mrs. Edward Thebaud Mr. and Mrs. Kenneth Thomas Mr. and Mrs. Leonard Thomas Mrs. Patsy Thomas Mr. and Mrs. Rodney Thomas Ms. Lenore Thompson Mr. and Mrs. John Thompson Ms. Carol Tidwell Dr. and Mrs. James Tomek Ms. Linda Trifone Mrs. Gloria Truitt Mr. Russell D. Tucker Mrs. Willie Tucker Dr. and Mrs. Sam Tumminello Mr. and Mrs. Michael J. Tvarkunas Mr. and Mrs. Florencio Valerio Ms. Clare Van Lent Ms. Michelle Vidrine Ms. Arlene Vincent Mrs. Gladys Walker Mr. and Mrs. Louis Walker Mr. and Mrs. William Warner Mr. and Mrs. Frank Weaver Mrs. Kathy Welch Mr. and Mrs. Carl Welsh Mrs. Judy Westerfield Mrs. Ann White Mr. and Mrs. Whitt Whitten Ms. Carolyn Whyte Mr. and Mrs. Greg Wineland Mr. and Mrs. Herbert R. Wise Mr. and Mrs. Albert L. Wood Mrs. Susan Woodfield Ms. Eleaner Woodward Mr. and Mrs. Kenneth Woodward Ms. Linda Wooldridge Ms. Gloria Wright Mr. and Mrs. Jon A. Yarger Mr. Philip Zuccaro Mr. and Mrs. Francisco Zuniga The Catholic Foundation Page 10 Donors (July 1, 2012—June 30, 2013) Gifts to our trust funds were received from the following: The Catholic Foundation would like to thank those who gave gifts to trusts. Your gift establishes a legacy that will support the work of our Church. A-B Mr. and Mrs. Charles P. Adams, Jr. Anonymous Dr. and Mrs. Lincoln Arceneaux Mr. Sam Armstorng Mr. Alan Arrington Dr. and Mrs. Michael Artigues Mr. and Mrs. Tommy Avalon Mrs. Eugene D. Baggett Ms. Marie Bailey Mrs. Elizabeth Ball Mr. and Mrs. Brian Baughman Mr. and Mrs. Gerald Beard Mr. and Mrs. Jack Bellan Mr. and Mrs. Mike Booth Dr. and Mrs. Luis V. Borrell Ms. Mary Evelyn Brantley Mr. and Mrs. Bryan Brown Ms. Marion Burchak Mr. and Mrs. Charles C. Burns Mr. and Mrs. David M. Burns C-D Mr. Richard Camp Mr. and Mrs. Marvin Cannon Mr. and Mrs. Robert M. Carlson Mr. and Mrs. Mike Carollo Sr. Clarice Carroll Mr. and Mrs. Larry L. Carruth Mr. and Mrs. Jim Caskey Mr. and Mrs. Paul Cassisa Mr. and Mrs. Jimmie Caudle Mr. and Mrs. Junius Clark Mrs. Joan Cleary Mr. and Mrs. Tom Clifton Mrs. S.R. Coleman Rev. Frank Cosgrove Mr. Warren Couvillion Dr. and Mrs. Phil Cranston Mr. and Mrs. Nick Crawford Ms. Rhoyia Hope Crozier Mr. and Mrs. Joseph Danek Ms. Marcie Davis Mr. Aad de Lange and Mrs. Ana Mora Iglesias Dr. and Mrs. Michael Doherty Ms. Donna Doran Ms. Sue D. Dowdy Mr. and Mrs. Michael Dowell Rev. Scott Dugas Mr. and Mrs. W. W. Dungan Mr. and Mrs. James Dykes E-G Mr. and Mrs. Mike Eaves Mrs. Mary Eidt Mr. and Mrs. Tom Elzen Mr. and Mrs. Bruce Faillace Mr. and Mrs. Robert Feduccia Mr. and Mrs. Bobby Fleming Mr. Kelton Flinn and Ms. Colette Hall Mr. and Mrs. Lee B. Foley Mr. and Mrs. Mitchell A. Forester Mr. and Mrs. Pete Foret Mrs. Mildred Francis Mr. and Mrs. Richard Freibert Mr. and Mrs. Davey Gaddy Mrs. W. B. Garrity Dr. and Mrs. R. Scott Gatewood Mr. Russell Gibbs Mr. and Mrs. Joseph Giglio Mrs. Loomis Giles Ms. Janet Green Mr. and Mrs. William Griffin H-I Drs. J.R. and Joan Wylie Hall and Ms. Jennifer Hall Mr. and Mrs. Dewayne Hall Sr. Dr. and Mrs. George Hamilton Mr. and Mrs. Harold Hardin Mr. and Mrs. Thomas Harris, Jr. Mrs. R. M. Harris Mr. and Mrs. Rusty Harris Mr. and Mrs. John Harris Mr. and Mrs. Mike Hart Mr. and Mrs. Rusty Haydel Ms. Claire Henson Mr. and Mrs. Tom Hill Mrs. Martha Hornkohl The Most Reverend William Houck Mr. and Mrs. Patrick E. Hughes Mr. and Mrs. Eugene Humphery Dr. and Mrs. Edward Ivancic J-L Dr. and Mrs. Mike Jabaley Mrs. Amanda Jeansonne Mr. Patrick O. Jefferson Mr. and Mrs. Mike Jenkins Mr. and Mrs. Whit Johnson, III Ms. Mary Judy Ms. Stephanie Kajdan Ms. Jennifer Katool Mr. and Mrs. Robert S. Kruseski Dr. and Mrs. George Ladner The Most Reverend Joseph Latino Mr. and Mrs. John Lavender Mr. James Leatherwood Mr. William J. Little, Sr. Ms. Jeannine Logan Mr. David M. Loper Dr. and Mrs. William Loper Mr. and Mrs. Shaughn Loper Mr. and Mrs. Joseph L. Loviza Mr. and Mrs. William S. Luckett Mr. C.B. Carroll and Ms. Jeanne Luckett Ms. Helen H. Luckett Mr. and Mrs. Leo Luke M-N Ms. Virginia Magers Dr. and Mrs. Edward Manning Mr. and Mrs. Beau Mansour Dr. and Mrs. Gary McFadyen Mrs. Chick McGhee Mr. and Mrs. Roger G. McGrath, III Mr. and Mrs. Bobby McIntosh Mr. and Mrs. M. Curtiss McKee Mr. and Dr. Roy McMillan Mr. and Mrs. Robert E. Metzger Mrs. Marsha A. Miller Mr. and Mrs. Rob Millette Mr. and Mrs. Benjamin Mokry Mr. and Mrs. Robert Moorehead Mr. and Mrs. Wallace Morgan Mr. and Mrs. Francisco Munoz Mr. and Mrs. Daniel O. Murphy Mrs. Barbara Mustain Mr. and Mrs. James H. Neeld, IV Mr. and Mrs. Charles Newsome Mr. James Norrid Mr. and Mrs. Al Nuzzo Mr. and Mrs. Emmanual U. Nwokocha O-R Mr. and Mrs. William O'Connor Mr. Ronnie Ola Mr. and Mrs. John Oliver Mr. Louis J. Pellegrine Mrs. Marcia Plummer Mr. and Mrs. Michael Powell Ms. Sheila Przesmicki Mr. and Mrs. Ray Rabert Mr. and Mrs. Cornell Rachal Mr. and Mrs. Glenn Radicioni The Catholic Foundation Page 11 Donors (July 1, 2012—June 30, 2013) Gifts to our trust funds were received from the following: Mr. and Mrs. Carroll Reese Mr. and Mrs. Errol Rideau Mrs. Jerry Robarge Mr. and Mrs. Denson Robinson Mr. and Mrs. Richard Roper Mr. and Mrs. Anthony Rouchon Mr. William C. Ryan S-T Mr. and Mrs. Warren Sawicki Ms. Ann Burns Shaidnagle Mr and Mrs Chris Shapley Mr. and Mrs. Robert L. Shine Mr. and Mrs. Steve Shirley Ms. Frances F. Smith Rev. Richard Somers Mr. and Mrs. Arthur Spratlin Mr. and Mrs. Bob Stedman Mr. and Mrs. Thomas Steen Mr. and Mrs. A. J. Stone Mrs. Hazel Strong Mr. and Mrs. Rad Styron Dr. and Mrs. Jeffrey Summers Mr. and Mrs. Doug Swayze Ms. Sina Tavoleti Mr. and Mrs. Tony Tavoleti Mr. Dennis Thomas Mr. and Mrs. Anthony Thomas Dr. and Mrs. Randy Tillman Mr. Scott J. Tracy Mr. and Mrs. Frank Tuminello Mr. Louis Turcotte Mr. and Mrs. Norman Turk U-Z Mr. and Mrs. Michael W. Upchurch Mr. and Mrs. Sam Watso Mr.and Mrs. Jerold Waxman Mr. Michael Whelan Mr. and Mrs. Charles Wimberley Mr. and Mrs. Tom Wofford Mrs. Veronica Womack Mr. and Mrs. Alexander Young Mr. and Mrs. Joseph Zelasko Schools Annunciation School Dev. Office Cathedral School Holy Family Catholic School St. Joseph School Dev. Office St. Richard Catholic School Vicksburg Catholic School Churches Others Christ the King Catholic Church (Jackson) St. Francis of Assisi Catholic Church (Booneville) St. John Catholic Church (Oxford) St. Joseph Catholic Church (Gluckstadt) St. Joseph Catholic Church (Port Gibson) St. Michael Catholic Church (Vicksburg) St. Patrick Catholic Church (Meridian) Catholic Charities, Inc. Catholic Diocese of Jackson Christian Brothers Community Knights of Columbus #1503 Knights of Columbus #5556 Knights of Columbus Mississippi State Council Knights of Columbus Supreme Office Knights of Peter Claver Mississippi Lignite Mining Company Pfizer Foundation Matching Gifts Program Phoenix Life Insurance Company Dominican Sisters St. Joseph Gluckstadt KC Ladies Auxiliary St. Therese CWA Page 12 The Catholic Foundation Trust Balances by category as of June 30, 2013 Catholic Charities William R. Baird Wallace Carpenter Family #1 Catholic Charities Catholic Charities Northeast Office Trust Catholic Charities Victims of Abuse Trust Downey-Klinger Family Msgr. Noel Foley Rose Harris Memorial Trust The Mamie Mastronardi Trust for Catholic Charities O'Beirne-Williams A. Clinton & Margaret Smith Lucille Bailey Thomas Fund for Catholic Charities Holy Innocents Trust Total Principal $614,191 Diocesan Harland & Romain Adams (mission schools/parishes) Beltzhoover Mass Trust Joseph E. Canizaro, Sr. Family (Bishop's discretion) Catholic Engaged Encounter W.F. Coolbaugh (wine & hosts) Jackson Diocese Special Needs (Bishop's discretion) Endowment for Evangelization Matthew Scott "Polska" Gatewood Memorial Trust (Youth Ministry) Jane Gitz Trust John & Mary Catherine Grower (Bishop's discretion) Hagen Family (Bishop's discretion) Jane Hewes (school support) Bishop William R. Houck (Bishop's discretion) Bishop William R. Houck (education) Our Lady of Guadalupe (Hispanic Ministry) The Frank J. Mastronardi Trust for the Jackson Diocese Shackelford Trust Ron & Catherine Tisch Trust Office of the Tribunal Youth Ministry Office Endowment Total Principal $1,016,182 Foundation Charitable Purposes Lawrence F. Boland Kenneth A. & Mary Brown Bishop Joseph B. Brunini Business PLUS Edward Buttross #1 Catherine Ann Cross Leo T. Donnenelly Mary Nell Donohoe Ambrose B. Dunn Englehart & Merzweiler John H. Geary Catherine Goetz Gill Edith D. Hegman Richard & Betty Herschede #1 Joseph & Nena Hildebrand Corinne Laguzzi Hinton John T. Kelly Catherine McCosker Dr. William Cunningham McHardy Memorial Rev. Msgr. James T. McKenna Memorial Trust William H. Miller CF Presidential Trust Pradat Family Mr. & Mrs. Raymond A. Rayne Anthony & Dorothy Roman Manuel J. Scanlon W.E. Gene & Dorothy M. Taylor Anthony Thomas Family Unrestricted Trust Fr. Lawrence Watts #1 Fr. Lawrence Watts #2 Total Principal $1,277,781 Foundation Operations Charles P. & Kathryn O. Adams Trust Msgr. Patrick Thaddeus Harkins Trust Richard & Betty Herschede #2 Lifetime Membership Total Principal $771,056 Jim V. Pate John. F. Piazza Patick K. Quinn Dennis K. Riecke Jerry C. Roberts George Roman Dr. James R. Rooks Joel David Summers Thomas W. Thornton John W. Turner, Jr. Policy Amount $500,449 Parish Trusts Total Principal $4,431,281 Aberdeen - St. Francis Teresa B. Pryor Total Pricipal $26,579 Amory - St. Helen St. Helen Parish Total Principal $16,086 BoonevilleSt. Francis of Assisi St. Francis of Assisi Parish Insurance Total Principal John H. Geary (foundation purposes) Mary Catherine Grower (St. Joseph School, Madison) Margaret N. Campbell (Seminarian Education) Margaret O. Williams (Catholic Charities) Kinghts of Columbus (for Seminarian Education) Dennis J. Antici Daniel H. Bicknell Martin K. Bisek David A. Breaux Michael P. Brechtel Catherine A. Brulin Vincent P. Chiarito Paul J. Croft Michael E. Daves Cathy W. Ditcharo Dr. Wade H. Ditcharo M. Wayne Ebelhar Brian T. Engelland Theodore D. Gray Lawrence E. Hallisey Tom F. Hinds Sterling O. Knight Marvin L. Lott Jobe Maynor Marion J. McCraw, II William L. Morris Brookhaven St. Francis of Assisi $59,143 St. Francis of Assisi Parish Total Principal $48,233 Camden, Sacred Heart Suphur Springs - Immaculate Conception Cemetery Total Principal $21,159 Canton - Sacred Heart Edward Buttross #2 Bertha Gross Total Principal $25,944 Carthage - St. Anne Leake County - St. Anne Catholic Cemetery Total Principal $23,105 Clarksdale - St. Elizabeth St. Elizabeth Parish Total Pricipal $1,285 The Catholic Foundation Page 13 Trust Balances by category as of June 30, 2013 Cleveland Our Lady of Victories Greenwood - Immaculate Heart of Mary Joe & Victor Aguzzi Rev. Thomas Lalor Total Principal $106,285 Clinton - Holy Savior Sisters Michele Doyle & Kathleen Kunze S.S.S.F Holy Savior Parish James N. Wallace Charles & Mark LeBlanc Memorial Total Principal Josephine Barlow Florence M. Biggers Wallace Carpenter Family #2 Rev. Msgr. John F. Clerico Alex & Stella Malouf Sr. John & Maggie Malouf McGeary Family Vennis L. Upchurch Total Principal $52,796 Corinth - St. James Fr. Nathaniel Machesky Total Principal Total Principal $2,869 Crystal Springs - St. John Abraham M. & Clara H. Boackle Total Principal $2,716 Flowood - St. Paul Total Principal $2,245 Forest - St. Michael St. Michael Parish Total Principal $11,828 Gluckstadt - St. Joseph St. Joseph Parish Gluckstadt - St. Joseph Cemetery Total Principal $60,879 Greenville - Sacred Heart Sacred Heart Greenville Tuition Endowment Total Principal $12,689 Greenville - St. Joseph Frank Binder Augustine J. "Gus" Correro Jim Crawford Memorial Trust Margaret Loyacono Patricia Prewitt Vincent & Camille P. Provenza Joseph Reilly Katherine Reilly St. Joseph Church St. Vincent de Paul Hugh & Agnew Van Norman Joseph "Bo" Watson Total Principal $484,351 $536,120 $58,819 Lexington - St. Thomas Total Principal $3,529 Madison - St. Francis of Assisi St. Agnes Fund St. Francis Parish Total Principal $27,615 $28,350 $63,323 McComb - St. Alphonsus St. Alphonsus Parish Thomas B. Austin Igor Santos M.B. & D.C. Schott Memorial Trust Total Principal $33,171 Meridian - St. Joseph Iuka - St. Mary Charles & Mary Bohannon Trust St. Mary Parish Total Principal $1,206 Jackson Cathedral of St. Peter Richard & Frances Boeckman (Millsaps) Lance & Elaine Brien James T. Canizaro Family Joey & Jenny Donnell Michael & Melanie Dowell Keith E. Edwards Memorial Ellis Joseph & Herbert Nunnery Clarence & Rubye Lefoldt Frank Mastronardi Trust for the Cathedral of St. Peter the Apostle Sister Claudia Murphy Neel Family St. Peter Cathedral Parish Total Principal $17,673 St. Thomas of Lexington Houston Immaculate Heart of Mary Total Principal $87,994 Total Principal $10,119 Holly Springs - St. Joseph Phyllis Bray Teresa B. Pryor Total Principal St. Therese Parish Leah Youngblood John & Mary Messina Memorial Trust Total Principal $1,780 Jackson - St. Therese David A. Houck St. Joseph Parish St. Paul Parish Total Principal Jackson - St. Richard Grenada - St. Peter Total Principal Christ the King Parish St. Richard's Youth Program (Jake Addison) Msgr. Josiah G. Chatham Barbara Hardin Crespino Memorial Trust St. Richard Special Kids GreenwoodSt. Francis of Assisi St. James Parish Jackson - Christ the King $660,229 Total Principal $3,482 Meridian - St. Patrick St. Patrick Parish Meridian - St. Patrick Cemetery Total Principal $109,447 Natchez - Assumption D'Antoni Family Rev. Patrick Hayden Total Principal $31,424 Natchez - St. Mary Basilica Chalres H. Berdon Family Guerico Family (college) Annette Lombardo Davidson McGraw McGraw St. Mary Parish Trippe Family Jefferson County - St. James Cemetery Total Principal $500,302 The Catholic Foundation Page 14 Trust Balances by category as of June 30, 2013 New Albany St. Francis of Assisi Vicksburg - St. Mary Total Principal St. Francis Parish Total Principal $8,380 Newton - St. Anne $32,469 The Jane Cassisa Scholarship Trust Robert W. Cleary Mary Lillian "Sue" Hart Trust St. John Trust for Campus Ministry (Ole Miss) Frances Breaux Smith Scholarship Trust Clayton Stephens Benevolent Trust Frances Selzer Talbert $302,861 Paulding - St. Michael St. Michael (Paulding) Parish Paulding - Eva & William Harrington Paulding - St. Michael's Catholic Cemetery Paulding - Dan M. Skehan Total Principal $59,088 Philadelphia - Holy Rosary Choctaw Indian Mission Trust Holy Rosary Parish Holy Rosary Catholic Indian Mission Cemetary Trust Indian Mission Lands Trust Total Principal $174,463 $62,869 Total Principal $3,036 Shelby - St. Mary St. Mary Parish Total Principal $5,103 Starkville - St. Joseph Dean Allen McGhee (MS State) St. Joseph Parish $46,131 Tupelo - St. James St. James Parish Total Principal $5,298 $11,323 West Point Immaculate Conception Jody Portera Immaculate Conception Parish Total Principal $34,763 Winona - Sacred Heart Raymond Dietta Family Louise B. Jones Betty Humphries Neal Sacred Heart Total Principal $22,359 Woodville - St. Joseph $33,412 Yazoo City - St. Mary Marion Dongieux, Sr. Jordan Family Edward T. Jordan, Jr. St. Francis Parish St. Mary Parish Trust Margaret M. Swayze Total Principal $6,824 $7,112 $7,112 Schools Total School Trusts $4,324,283 Clarksdale - St. Elizabeth Elizabeth Malatesta Scarborough Education Trust Shepherd William Haaga Trust St. Elizabeth School Total Principal $74,135 Columbus - Annunciation Annunciation School Total Principal $386,094 Greenville Our Lady of Lourdes Sarah Lee V. Little Robert & Helen Turcotte Memorial Trust Total Principal $463,985 Priest Retirement John Browne Family Bishop Joseph B. Brunini Burse Msgr. P.J. Carey Clarence & Mary Carroll Msgr. Edward Cratin Eli & Kathryn Ellis Tessie Peatross Hickman (Bishops) J.C. Maloney #1 Messina & Tuminello Family #1 Josephine & Bob Nader Dan & Marie Nicholas Lucille Bailey Thomas Priest Retirement Fund Total Principal Total Principal Total Principal Total Principal St. Gregory the Great Parish The Dwelling Place Endowment Fund Rev. Patrick Quinn St. Paul Parish Josephine R. Walters Senatobia - St. Gregory Retreat Centers Saltillo Mexico Vicksburg - St. Paul Total Principal Port Gibson - St. Joseph Catholic Cemetery Msgr. Thad Harkins St. Joseph Parish Total Principal $9,056 St. Joseph Church Port Gibson - St. Joseph Total Principal Vicksburg - St. Michael Total Principal Oxford - St. John Total Principal $8,913 St. Michael Parish Emily O'Rorke Summer Total Principal St. Mary's Scholarship $380,112 $23,195 Greenville - St. Joseph Paul Edward Abide, Sr. Sister Marie Alspaugh J.W. Blalack Matthew James Cannatella Century III Foundation Rev. Gene Chatagnier Jeremiah & Julia Mary Corcoran Jesse Edwards Br. Thomas Geraghty Charisse Harris Jerry Hendrick Frances Hickman Memorial Turst Martha K. Lenoir Jason P. Mandolini Ken Radigan Rebecca Rosella Edna & George Shamoon Elias P. Shapley Perpetual Trust Sisters of Mercy Perpetual Trust Fund St. Joseph Charitable Trust The Catholic Foundation Page 15 Trust Balances by category as of June 30, 2013 Mobile AL Spring Hill College St. Joseph Endowment Eddie Somers Richard & Mary Somers J.P. Tonnar David L. Vickers Beatrice Bea Wise Total Principal Bishop Brunini Catholic College Stella Schmidt $885,214 Greenwood St. Francis of Assisi Michael & Melanie Dowell St. Francis of Assisi Thaxton Family Total Principal $78,832 Jackson Sister Thea Bowman Dr. Gloria D. Beal Sister Thea Bowman Total Principal $31,335 Jackson - St. Richard Jules Michel St Richard School Education Trust St. Richard Certified Teacher Incentive St. Richard Education Trust Total Principal $133,452 Jackson - St. Therese Louis V. Covert Brother Luke Pearson, F.M.S. St. Therese School Total Principal $59,187 Madison St. Joseph High School Michael "Duke" & Matthew Rene Barbee William Dunning Trust Pete & JoAnn Foret Patrick Grower & John G. Subowicz Rebecca Hirtz Hargon Angela Kajdan Robert Bruce McArthur Maureen McCarthy St. Joseph High School St. Joseph High School Endowment Thomas A. Wolf Total Principal $454,930 McComb - St. Alphonsus St. Alphonsus School Total Principal $3,558 Meridian - St. Patrick St. Patrick School Total Principal Seminarian Education $191,869 Total Principal $34,962 Natchez - Cathedral School James R. Arnold, Sr. (college) Burns-Grady Family Kevin & Rosa Byrne Family Certified Teacher Incentive Cathedral Schools Charitable Daughters of Charity Dominic & Josephine Maresca DiStefano Hailey Estes (college) Stella Austen Gilleas Handy (college) George Junkin (college) Natalie C. Luscombe Jules Michel Staff Recognition Trust T. Jack Owens Julia C. Stanton Total Principal $1,232,074 Vicksburg St. Francis & St. Aloysius Joseph T. Balzli Brothers of the Sacred Heart Martin Lombard Burns Aloysius & Mary Camp Anthony Cozzani (college) Mary Bendinelli Denton Thomas E. Dykes, Jr. Bruce A. Ebersole Sr. Mary Cabrini Fagan, R.S.M. Robert Knox Foley III Memorial Scholarship Pete, Carmella & Franco Family Dante & Michael Ganzerla Graduating Senior Class Mary Eloise Guider Loviza Family Morgan & Braud Mamie Nassour Pikul Family Corey Pinkston Family Nellie A. Prendergast Adam A. Rula St. Aloysius - St. Francis Rosemary Schaff Vedros Family Vicksburg Catholic Schools Sisters of Mercy Vicksburg Catholic School Endowment Dr. Ann Wheeless & Mr. Peter Pikul Dorothy Supple Yerger Total Principal $733,947 Frank Binder Bishop Joseph B. Brunini Anniversary Trust Dr. & Mrs. Iley F. Dillon Fr. John Patrick Egan Eli & Kathryn Ellis Ganzerla Family Bishop R. O. Gerow Msgr. Michael Glynn Harry & Jimmy Lou Goulet Tom & Bessie Haddican Msgr. Thad Harkins Knights of Columbus John & Teresa Latino Harold & Kathryn Lehman Family Rev. Charles Loyacono J.C. Maloney #2 Rev. Walter Maloney Messina & Tuminello Family #2 James & Patrick Miller Margaret Haaga Murphree Joe G. & Adelle Unis Rice Seminarian Education Trust Martha & Paul Tarbutton Philip Tavoleti Lucille Bailey Thomas Priest Education Fund Total Principal $771,095 Senior Citizens Bishop's Poor Souls Novena Total Principal $9,546 $9,546 The Catholic Foundation Page 16 Catholic Foundation Grants – Unrestricted Trust Funds $56,000 17 of 17 funded PARISH Bruce, St. Luke, $3,000 Food Pantry Camden, Sacred Heart, $2,800 After school and summer enrichment program Jackson, Cathedral of St. Peter, $10,000 Cathedral renovation program Pearl, St. Jude, $2,000 Catechesis of The Good Shepherd religious education DIOCESE Catholic Engaged Encounter, $2,000 Weekend retreat costs SPECIAL PROJECTS Brookville, The Dwelling Place, $2,000 Covered walkway and canopy project Mound Bayou, St. Gabriel Mercy Center, $4,000 Parents as teachers program Mound Bayou, St. Gabriel Mercy Center, $3,000 Computer Security Software SCHOOLS Greenwood, St. Francis, $5,000 Teacher Computers Jackson, Sister Thea Bowman, $1,500 Security Monitoring System Jackson, St. Richard, $2,500 Promethan Boards Madison, St. Anthony, $4,000 Garden Project Madison, St. Joseph, $4,000 Smart Boards Natchez, Cathedral, $2,500 Development Software CATHOLIC CHARITIES Born Free/ New Beginnings, $2,500 Baby items Parish Social Ministry, $2,200 Travel Expenses for parish visits Shelter for Battered Families, $3,000 Program Supplies SENIORS AND POOR CITIZENS — Restricted Trust Funds $9,600 to 3 of 3 funded Bishop’s Poor Souls Novena Trust Canton, Sacred Heart, $4,050 Jackson, Cathedral of St. Peter, $1,500 Mound Bayou, St. Gabriel Mercy Center, $4,050 The Catholic Foundation Page 17 We Invite You … As you can see from this report many people have chosen to start a trust for their parish or school. We invite you to call or visit The Catholic Foundation offices to see how you can start a trust and leave a legacy that will make a difference for generations. It is a simple and easy process. First Determine how much you wish to invest in the future of your parish through a trust. Second Designate the purpose of your trust. Third Call The Catholic Foundation staff to begin the process. Below is a sample of a trust. NAME OF TRUST WHEREAS, on this the ____ day of _______, 20__, a gift of (minimum of $1,000) dollars, is being made to the Catholic Foundation of the Diocese of Jackson, Mississippi, Inc. in memory (honor) of (you determine) by [benefactor name (s)] and, WHEREAS, it is the desire of said contributor(s) to establish this perpetual trust from the above mentioned gift together with any additions thereto, to be used forever by the Foundation for the benefit of the Catholic Church in the Diocese of Jackson, Mississippi, with the annual distributable income from the investment of the trust (determined in accordance with the Procedures For Establishing New Trusts of the Foundation) disbursed as follows: (90% is maximum) percent to (your decision – parish, school, diocesan program) to be used for (your decision – the ministries and operations of the parish, the work and support of parish, school or program under the auspices of the diocesan church) and (10% minimum) percent added to the principal. The principal assets of this endowment fund will be kept intact and only the income from the principal assets will be used to finance the designated purposes. The earnings will be distributed in accordance with the policy established by the Board of Directors. Should the earnings in any year exceed what is needed to meet the distribution amount set annually, the excess earnings may be returned to the corpus of the endowment by the Executive Committee. The Catholic Foundation follows the Uniform Management of Institutions Funds Act of July 1, 1998 as adopted in Mississippi. The distribution percentage will be determined by the Executive Committee with a goal of 5%. The Catholic Foundation will take responsible steps to meet the goal of a 5% distribution, but cannot assure that this will be achieved each year. The Catholic Foundation will invest and reinvest all property of the funds in such assets as would be acquired by prudent persons of discretion and intelligence in such matters who are seeking a reasonable income and preservation of capital. NOW, THEREFORE, the (NAME OF YOUR TRUST) is hereby established to be used by the Foundation for the Glory of God and the benefit of the Church in accordance with the desires herein expressed, forever, and pursuant to Canon Law of the Catholic Church as it now exists or is hereafter changed by proper Church Authority; provided that after twenty five (25) years this trust and its purposes shall be reviewed and if they are impossible in the light of the then existing conditions, its uses may be changed with the consent of the Diocesan Bishop to accomplish the donor’s objectives as nearly as is then possible. THE CATHOLIC FOUNDATION OF THE DIOCESE OF JACKSON, MISSISSIPPI, INC. _____________________________ BENEFACTOR SIGNATURE _______________________________________ BISHOP SIGNATURE _______________________________________ PRESIDENT SIGNATURE This sample document shows where the donor determines specific information. Call the Foundation for assistance 601-960-8477. The Catholic Foundation Page 18 The Catholic Foundation of the Diocese of Jackson, Mississippi, Inc. Statements of Financial Position June 30, 2013 and 2012 2013 2012 ASSETS Cash and Cash Equivalents Accrued Interest Receivable Investments Cash surrender value of life insurance Total assets LIABILITIES AND NET ASSETS Income payable to beneficiaries Accounts payable Annuities payable Total liabilities NET ASSETS Unrestricted Undesignated Designated Total unrestricted net assets $ 1,116,075 22,989 16,697,527 70,963 $ 609,190 17,048 15,042,591 59,993 $ 17,907,554 $ 15,728,822 $ 470,568 63 424,764 $ 282,576 306 410,992 $ 895,395 $ 693,874 $ 1,289,982 1,665,536 2,955,518 $ 243,988 1,479,834 1,723,822 $ Temporarily restricted Permanently restricted $ 888,525 13,168,116 840,031 12,471,095 Total net assets $ 17,012,159 $ 15,034,948 Total liabilities & net assets $ 17,907,554 $ 15,728,822 The Catholic Foundation has adopted Statement of Financial Accounting Standards (SFAS) No. 116 Accounting for Contributions Received and Contributions Made, and (SFAS) No. 117, Financial Statements of Not-for-Profit Organizations. These pages were taken from an independent audit conducted by Lefoldt & Co., P.A. in conformity with accounting principles generally accepted in the United States of America. The Catholic Foundation Page 19 The Catholic Foundation of the Diocese of Jackson, Mississippi, Inc. Statements of Activities Years Ended June 30, 2013 and 2012 Unrestricted Support and revenue Contributions $ 17,368 Special events 33,645 Membership 88,651 Foundation trust 43,713 Miscellaneous — Annual meeting 4,775 Investment income 566,238 Increase in cash surrender value — Unrealized gains/losses on investments 1,357,932 Net assets released from restrictions 39,828 Total support and revenue Expenses Administrative Distribution to beneficiaries Grants $ 2,152,150 $ 10,230 — — — — — — 10,970 ( Permanently Restricted $ 561,877 — — — — — — — 2013 Total All Funds $ 589,475 33,645 88,651 43,713 — 4,775 566.238 10,970 2012 Total All Funds $ 414,319 45,460 80,453 38,034 25 — 438,173 5,336 ( 250,071) — — 1,357,932 39,828) — — $ 561,877 $ 2,695,399 $ 771,729 ($ 18,628) — 154,525 466,680 39,350 $ — — — $ — — — $ 154,525 466,680 39, 350 $ 155,277 281,669 41,327 $ 660,555 $ — $ — $ 660,555 $ 478,273 ($ 57,633) ( 202,266) $ — 67,122 $ — 135,144 ($ 57,633) — ($ 259,899) $ 67,122 $ 135,144 ($ 57,633) ($ 54,491) Change in net assets Net assets, beginning of year $ 1,231,696 1,723,822 $ 48,494 840,031 $ 697,021 12,471,095 $ 1,977,211 15,034,948 $ 238,965 14,795,983 Net assets, end of year $ 2,955,518 $ 888,525 $13,168,116 $17,012,159 $15,034,948 Total expenses Other Change in value of split-interest agreements Transfers between funds Total other $ Temporarily Restricted ($ 54,491) — The Catholic Foundation Board of Directors and staff invite you to learn more about our services and opportunities for giving. For more information, please contact: The Catholic Foundation P. O. Box 2248 Jackson, MS 39225-2248 Phone: 601-960-8477 Fax: 601-960-8455 Pam McFarland, Administrative Assistant Rebecca Harris, Executive Director Cathy Eaves, Administrative Assistant A special thank you to Acme Printing, Ridgeland, Mississippi, for their printing services.