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

2013 Membership/Annual Report

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. Cur-

rently 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 Foun-

dation 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.

We would like to say thank you to our Director, Bishop Joseph Latino and our Presi-

dent, 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 Member-

ship 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 com-

mitment 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

W


Board of Directors 7-1-12 to 6-30-13

Most Reverend Joseph Latino ...................... Jackson

Charles Adams, Jr. ................................ New Orleans

John Bellan, Jr. ............................................... Jackson

Marc Biggers .............................................. Greenwood

Patrick Biglane ................................................. Natchez

Luke Billman .................................................. Brandon

William Brown ................................................ Madison

Sara Burrow .................................................... Madison

Deacon Lawrence Campbell ...................... Southaven

Charles Campbell, III ........................................... Flora

Joan Cleary ........................................................ Oxford

Chris Correro ................................................... Madison

Rev. Francis Cosgrove ................................... Meridian

Joseph Danek ...................................................... Sarah

Aad de Lange .................................................. Madison

Rev. Thomas Delaney ......................... Crystal Springs

Michael Dowell ........................................... Ridgeland

George Evans ................................................. Madison

Keith Fulcher ................................................ Cleveland

John Geary ...................................................... Jackson

Karen Gordon ................................................. Madison

Armand Guizerix, III ...................................... Vicksburg

Julie Harkins ........................................................ Flora

Barbara Harkins-Jones ................................... Jackson

Michele Harris .................................................. Flowood

Harrison Hart .................................................. Madison

Ewin Henson, III ......................................... Greenwood

Most Reverend William Houck ....................... Jackson

Karen Hulett .................................................... Madison

Rev. Thomas Lalor ........................................ Vicksburg

Lewis Mallory, Jr. ........................................... Starkville

Jim McCraw .................................................... Jackson

Stephen McDonald, II .................................... Natchez

Griffin Norquist, Jr. ...................................... Yazoo City

Sr. Paulinus Oakes, RSM .............................. Jackson

Emil Pawlik ..................................................... Jackson

Diane Pumphrey ............................................ Madison

Lisa Ratzlaff ..................................................... Madison

Joe Rice, Jr. .................................................. Ridgeland

George Sherman ........................................... Starkville

Dr. Clinton Smith ........................................... Jackson

Michael Smith ......................................... Brookhaven

A. J. Stone, Jr. ................................................. Jackson

Rev. Msgr. Elvin Sunds, Jr. ............................. Jackson

Katie Walley ................................................... Brandon

Timothy Walsh ................................................... Oxford

Dr. David Wender ........................................... Jackson

Lee White, II ...................................................... Natchez

Mary Grace Yarborough ................................. Jackson

OFFICERS OF THE FOUNDATION

Bishop Joseph Latino Director

Charles Adams, Jr. President

Michael Dowell Vice President

Joe Rice, Jr. Vice President

A. J. Stone, Jr. Vice President

Charles Campbell, III Treasurer

Diane Pumphrey Secretary


Executive

Bishop Joseph Latino, Jackson

Charles Adams, Jr., New Orleans President

John Bellan, Jr., Jackson

Luke Billman, Brandon

Charles Campbell, III, Flora Treasurer

Chris Correro, Madison

Aad de Lange, Madison Staff

Michael Dowell, Ridgeland Vice President

George Evans, Madison

Keith Fulcher, Jackson

John Geary, Jackson Emeritus

Armand Guizerix, III, Vicksburg

Michele Harris, Flowood

Rebecca Harris, Flowood Staff

Harrison Hart, Madison

Diane Pumphrey, Jackson Secretary

Joe Rice, Jr., Ridgeland Vice President

Michael Smith, Brookhaven

A. J. Stone, Jr., Jackson Vice President

Rev. Msgr. Elvin Sunds, Jr., Jackson Staff

Investment


A. J. Stone, Jr., Jackson Chairperson

Charles Adams, Jr., New Orleans

Chris Correro, Madison

Michael Dowell, Ridgeland

John Geary, Jackson Emeritus

Joe Rice, Jr., Ridgeland

Membership

Keith Fulcher, Cleveland Chairperson

Deacon Lawrence Campbell, Southaven

Armand Guizerix, III, Vicksburg


Lewis Mallory, Jr., Starkville

Sr. Paulinus Oakes, Jackson

Rev. David O’Connor, Natchez

Elliott Thomas, Jr., Jackson

Timothy Walsh, Oxford

Committee Members 7-1-12 to 6-30-13

Nominating


Keith Fulcher, Cleveland Chairperson

Joan Cleary, Oxford


Joe Rice, Jr., Ridgeland


Grant Allocation


Charles Adams, Jr., New Orleans Chairperson

William Brown, Madison

Aad de Lange, Madison Staff

Michael Dowell, Ridgeland


Barbara Harkins-Jones, Jackson

Michele Harris, Flowood

Sr. Paulinus Oakes, Jackson


Maggie Wender, Jackson

Mary Grace Yarborough, Jackson

Annual Social

Sara Burrow, Madison Chairperson

Karen Gordon, Madison

Golf Tournament

Stephen Carmody, Jackson Chairperson

Cathy Eaves, Jackson Staff

John Files, Clinton


Pam McFarland, Clinton Staff

Lisa Ratzlaff, Madison

Elliott Thomas, Jr., Jackson

Katie Walley, Brandon

Mary Woodward, Jackson


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

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


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




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


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




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

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 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)

Others 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

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


Endowment for Evangelization

Matthew Scott "Polska" Gatewood

Memorial Trust (Youth Ministry)

Jane Gitz Trust

John & Mary Catherine Grower


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


Foundation Operations

Charles P. & Kathryn O. Adams Trust

Msgr. Patrick Thaddeus Harkins Trust

Richard & Betty Herschede #2

Lifetime Membership


Insurance

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

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


Aberdeen - St. Francis

Teresa B. Pryor

Total Pricipal $26,579

Amory - St. Helen

St. Helen Parish


Booneville-

St. Francis of Assisi

St. Francis of Assisi Parish


Brookhaven -

St. Francis of Assisi St. Francis of Assisi Parish


Camden, Sacred Heart Suphur Springs - Immaculate

Conception Cemetery


Canton - Sacred Heart

Edward Buttross #2

Bertha Gross


Carthage - St. Anne

Leake County - St. Anne Catholic Cemetery


Clarksdale - St. Elizabeth

St. Elizabeth Parish

Total Pricipal $1,285


Trust Balances by category as of June 30, 2013


Cleveland -

Our Lady of Victories

Joe & Victor Aguzzi

Rev. Thomas Lalor


Clinton - Holy Savior

Sisters Michele Doyle &

Kathleen Kunze S.S.S.F

Holy Savior Parish

James N. Wallace

Charles & Mark LeBlanc Memorial


Corinth - St. James

St. James Parish


Crystal Springs - St. John

Abraham M. & Clara H. Boackle


Flowood - St. Paul

St. Paul Parish


Forest - St. Michael

St. Michael Parish


Gluckstadt - St. Joseph

St. Joseph Parish

Gluckstadt - St. Joseph Cemetery


Greenville - Sacred Heart

Sacred Heart Greenville Tuition Endowment


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


Greenwood - Immaculate

Heart of Mary 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


Greenwood-


Fr. Nathaniel Machesky


Grenada - St. Peter

John & Mary Messina Memorial Trust


Holly Springs - St. Joseph

David A. Houck

St. Joseph Parish


Houston -

Immaculate Heart of Mary

Phyllis Bray

Teresa B. Pryor


Iuka - St. Mary

St. Mary Parish


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


Jackson - Christ the King

Christ the King Parish


Jackson - St. Richard

St. Richard's Youth Program (Jake Addison)

Msgr. Josiah G. Chatham

Barbara Hardin Crespino Memorial Trust

St. Richard Special Kids


Jackson - St. Therese

St. Therese Parish

Leah Youngblood


Lexington - St. Thomas

St. Thomas of Lexington


Madison - St. Francis of Assisi

St. Agnes Fund

St. Francis Parish


McComb - St. Alphonsus

St. Alphonsus Parish

Thomas B. Austin

Igor Santos

M.B. & D.C. Schott Memorial Trust


Meridian - St. Joseph

Charles & Mary Bohannon Trust


Meridian - St. Patrick

St. Patrick Parish

Meridian - St. Patrick Cemetery


Natchez - Assumption

D'Antoni Family

Rev. Patrick Hayden


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




New Albany -


St. Francis Parish


Newton - St. Anne

Emily O'Rorke Summer


Oxford - St. John

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


Paulding - St. Michael

St. Michael (Paulding) Parish

Paulding - Eva & William Harrington

Paulding - St. Michael's Catholic Cemetery

Paulding - Dan M. Skehan


Philadelphia - Holy Rosary

Choctaw Indian Mission Trust

Holy Rosary Parish

Holy Rosary Catholic Indian

Mission Cemetary Trust

Indian Mission Lands Trust


Port Gibson - St. Joseph

Port Gibson - St. Joseph Catholic Cemetery

Msgr. Thad Harkins

St. Joseph Parish


Senatobia - St. Gregory

St. Gregory the Great Parish


Shelby - St. Mary

St. Mary Parish


Starkville - St. Joseph

Dean Allen McGhee (MS State)

St. Joseph Parish


Tupelo - St. James

St. James Parish


Vicksburg - St. Mary

St. Mary's Scholarship


Vicksburg - St. Michael St. Michael Parish


Vicksburg - St. Paul St. Paul Parish

Josephine R. Walters


West Point -

Immaculate Conception

Jody Portera

Immaculate Conception Parish


Winona - Sacred Heart

Raymond Dietta Family

Louise B. Jones

Betty Humphries Neal

Sacred Heart


Woodville - St. Joseph

St. Joseph Church


Yazoo City - St. Mary

Marion Dongieux, Sr.

Jordan Family

Edward T. Jordan, Jr.

St. Francis Parish

St. Mary Parish Trust

Margaret M. Swayze


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


Retreat Centers

The Dwelling Place Endowment Fund


Saltillo Mexico

Rev. Patrick Quinn $7,112


Schools

Total School Trusts $4,324,283

Clarksdale - St. Elizabeth

Elizabeth Malatesta Scarborough

Education Trust

Shepherd William Haaga Trust

St. Elizabeth School


Columbus - Annunciation Annunciation School


Greenville -

Our Lady of Lourdes

Sarah Lee V. Little

Robert & Helen Turcotte Memorial Trust


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



St. Joseph Endowment

Eddie Somers

Richard & Mary Somers

J.P. Tonnar

David L. Vickers

Beatrice Bea Wise


Greenwood -


Michael & Melanie Dowell


Thaxton Family


Jackson -

Sister Thea Bowman

Dr. Gloria D. Beal

Sister Thea Bowman


Jackson - St. Richard

Jules Michel St Richard School

Education Trust

St. Richard Certified Teacher Incentive

St. Richard Education Trust


Jackson - St. Therese

Louis V. Covert

Brother Luke Pearson, F.M.S.

St. Therese School


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


McComb - St. Alphonsus

St. Alphonsus School


Meridian - St. Patrick

St. Patrick School


Mobile AL -

Spring Hill College

Bishop Brunini Catholic College

Stella Schmidt


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


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


Seminarian Education

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


Senior Citizens

Bishop's Poor Souls Novena $9,546



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

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

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


Computer Security Software

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




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 genera-

tions. 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 to-

gether 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 deci-

sion – 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 discre-

tion 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 of the Diocese of Jackson, Mississippi, Inc.

Statements of Financial Position

June 30, 2013 and 2012

2013 2012

ASSETS

Cash and Cash Equivalents $ 1,116,075 $ 609,190

Accrued Interest Receivable 22,989 17,048

Investments 16,697,527 15,042,591

Cash surrender value of life insurance 70,963 59,993

Total assets $ 17,907,554 $ 15,728,822

LIABILITIES AND NET ASSETS

Income payable to beneficiaries $ 470,568 $ 282,576

Accounts payable 63 306

Annuities payable 424,764 410,992

Total liabilities $ 895,395 $ 693,874

NET ASSETS

Unrestricted

Undesignated $ 1,289,982 $ 243,988

Designated 1,665,536 1,479,834

Total unrestricted net assets $ 2,955,518 $ 1,723,822

Temporarily restricted 888,525 840,031

Permanently restricted 13,168,116 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 Con-

tributions 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 prin-

ciples generally accepted in the United States of America.


The Catholic Foundation of the Diocese of Jackson, Mississippi, Inc.

Statements of Activities

Years Ended June 30, 2013 and 2012

Temporarily Permanently 2013 Total 2012 Total

Unrestricted Restricted Restricted All Funds All Funds

Support and revenue

Contributions $ 17,368 $ 10,230 $ 561,877 $ 589,475 $ 414,319

Special events 33,645 — — 33,645 45,460

Membership 88,651 — — 88,651 80,453

Foundation trust 43,713 — — 43,713 38,034

Miscellaneous — — — — 25

Annual meeting 4,775 — — 4,775 —

Investment income 566,238 — — 566.238 438,173

Increase in cash surrender value — 10,970 — 10,970 5,336

Unrealized gains/losses

on investments 1,357,932 — — 1,357,932 ( 250,071)

Net assets released

from restrictions 39,828 ( 39,828) — — —

Total support and revenue $ 2,152,150 ($ 18,628) $ 561,877 $ 2,695,399 $ 771,729

Expenses

Administrative $ 154,525 $ — $ — $ 154,525 $ 155,277

Distribution to beneficiaries 466,680 — — 466,680 281,669

Grants 39,350 — — 39, 350 41,327

Total expenses $ 660,555 $ — $ — $ 660,555 $ 478,273

Other

Change in value of

split-interest agreements ($ 57,633) $ — $ — ($ 57,633) ($ 54,491)

Transfers between funds ( 202,266) 67,122 135,144 — —

Total other ($ 259,899) $ 67,122 $ 135,144 ($ 57,633) ($ 54,491)

Change in net assets $ 1,231,696 $ 48,494 $ 697,021 $ 1,977,211 $ 238,965

Net assets, beginning of year 1,723,822 840,031 12,471,095 15,034,948 14,795,983

Net assets, end of year $ 2,955,518 $ 888,525 $13,168,116 $17,012,159 $15,034,948


A special thank you to Acme Printing, Ridgeland, Mississippi, for their printing services.

Pam McFarland, Administrative Assistant

Rebecca Harris, Executive Director

Cathy Eaves, Administrative Assistant

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:


P. O. Box 2248

Jackson, MS 39225-2248

Phone: 601-960-8477

Fax: 601-960-8455

2013 membership/annual report

Documents