FY

2015ANNUAL REPORT The Catholic Community Foundation, Inc. was created to provide long-term financial stability for charitable, religious and educational programs and agencies within the Archdiocese of Indianapolis. The goal of the non-profit foundation is to translate charitable passions into action in service of Catholic ministries. It is guided by archdiocesan spiritual leadership and managed by a board of trustees, composed of lay professionals who serve as trustees for a variety of funds that benefit specific parishes, Catholic schools and agencies throughout central and southern Indiana.

The Catholic Community Foundation has helped set up more than 450 funds in the legacy planning process for people throughout the archdiocese. Planned giving can be as simple as including a bequest provision in a will, naming Catholic Charities or a ministry of the donor’s choosing as a beneficiary of a retirement plan or life insurance policy, establishing an endowment as a permanent fund to remember a loved one or benefit a ministry, or a one-time gift of specific assets that continues in perpetuity. Funds entrusted to the Foundation are provided to ministries for purposes originally determined by the applying ministry or individual donor.

The Catholic Community Foundation has been an exceptional steward of the assets it has been entrusted with and is dedicated to helping others plan and meet their charitable goals and objectives. Table of Contents

Letter to the Community from Archbishop Tobin 1 Foundation Funds Archdiocesan Endowment Funds 2 Archdiocesan Parish, School, Agency Endowment and Philanthropic Funds 6 Batesville Deanery 7 Bloomington Deanery 10 Connersville Deanery 11 Indianapolis East Deanery 12 Indianapolis North Deanery 15 Indianapolis South Deanery 17 Indianapolis West Deanery 20 FY New Albany Deanery 22 Seymour Deanery 26 Tell City Deanery 27 Terre Haute Deanery 28 The Mission of the Catholic Community Foundation 4 Map of the Archdiocese: Areas served by the Catholic Community Foundation 5 Foundation Features Carl and Mary Kay Wolford: Education Endowment for Tuition Assistance 7 Mary Schliessmann: Endowment for Theology Studies 21 Ruth Buening: Set Up Two Endowments 29 Jack O’Neill: Charitable Remainder Trust 34 Legacy Society 27 Financial Statements 30 Officers of the Board 31 Board of Trustees 31 2015Endowment Committee 31 Investment Committee 32 Planned Giving Committee 32 Catholic Community Foundation Team 33 Planning Pathways 33 Values Based Planning Roadmap 35 Letter to the Community

Dear Brothers and Sisters in Christ:

We are nearing the 30th year since establishment of the Catholic Community Foundation. The Foundation’s net assets continue to increase year after year, and we continue to distribute millions of dollars annually through endowments, scholarships and other funds that are fulfilling the wishes of our Catholic friends and family members throughout central and southern Indiana and helping so many parishes and schools in their ministry work.

We are fortunate that, each year, we continue to increase the number of endowments and more people choose the Catholic Community Foundation to steward their gifts. Today, 451 funds – 17 more than last year – support dozens of ministries in our archdiocese, ranging from those created by parishes for ministry work, school expansions and cemetery care, to those established by Catholic agencies for ministries that feed, clothe, shelter and care for those most in need. Additional funds established by individuals are making a significant impact on providing tuition assistance for our youth attending Catholic schools, education support for our seminarians and their formation, financial support for young adults wishing to pursue mission work, and many other areas of ministry and services that can now be supported with permanent funds for generations to come.

The Foundation’s net assets are more than $165 million in the fiscal year that ended June 30, 2015. Nearly $7.8 million was distributed to parishes, schools, cemeteries, and Catholic agencies over the past year. Since its inception in 1987, the Catholic Community Foundation has dispensed more than $98 million from endowments for ministry.

This year, the Catholic Community Foundation is taking steps to raise its visibility in our parishes and communities throughout Indiana and educate on the variety of choices available in legacy planning. Options like establishing endowments, donor-advised funds, charitable gift annuities, charitable trusts, and the use of wills or life insurance to remember your parish, school or other ministry programs are just a few ways the Foundation staff can help you determine what is best for you and your family.

For the many people who have been proactive in their legacy planning and whose funds are presented in this annual report, I am deeply grateful for your confidence in the Foundation and for remembering the Church as you share the many blessings God has given you. My gratitude goes also to those who will take the important step of planning for the future during this coming year and will entrust the Catholic Community Foundation to oversee your legacy. May God bless you!

Sincerely yours in Christ,

Most Reverend Joseph W. Tobin, C.Ss.R. Archbishop of Indianapolis

Chairman of the Board of Trustees Catholic Community Foundation, Inc.

1 Archdiocesan Endowment Funds (Value as of June 30, 2015 - $101,284,866)

A Generation of Hope Youth Archdiocesan Office of Pro-Life Activities Home Mission, Growth and Development and (V: $27,409 D: $1,466) Endowment Fund James P. Scott endowment funds. Distributions are to be used to provide (V: $32,758 D: $1,657) Bruns-Wickens Family Donor-Advised scholarship money for youth throughout the Distributions are to be used to promote Fund for Seminarians and archdiocese who are in need of financial ­archdiocesan pro-life activities. Priestly Education assistance to attend programs that build Archdiocesan Priests’ Retirement and (V: $64,842 D: $3,467) leadership skills and spirituality. Benefit Endowment Fund Distributions are to be used only for charitable, Celeste and Norbert Ankenbrock-St. (V: $3,488,861 D: $175,556) educational, religious, scientific, humanitarian Joseph Cemetery Endowment Fund, Established to provide for retirement, health and cultural needs as ­approved by and Indianapolis care and other benefits for priests of the ­consistent with the expressed purposes of the (V: $101,159 D: $5,238) ­Archdiocese of Indianapolis. Catholic Community Foundation, Inc. Established from the bequest of Dolores Archdiocesan Total Catholic Education Bishop Simon Bruté College Seminary Rizza. Distributions are to be used to provide Endowment Fund Endowment Fund maintenance and ensure perpetual care of St. (V: $2,460,409 D: $123,987) (V: $184,416 D: $4,079) Joseph Cemetery in Indianapolis. Established by the late Archbishop Edward Distributions are to be used to support the Archbishop’s Endowment Fund T. O’Meara. Distributions are to be used operations of the Bishop Simon Bruté ­College (V: $5,015,064 D: $228,351) to benefit total Catholic ­education in the Seminary for the ­formation of ­college men for Established by the bequest of the Rev. James ­Archdiocese of Indianapolis. the Roman Catholic ­priesthood who attend the Bishop Simon Bruté College Seminary, J. ­Sweeney. Distributions are to be used Archdiocesan Growth and Indianapolis. for the general use of the ­archdiocese as Expansion Fund directed by the archbishop after consultation Building Communities of Hope – (V: $3,189,225 D: $160,542) with the chancery staff. John P. Hofer Scholars’ Endowment Fund Distributions are to be used to support the Archdiocesan Donor-Advised Reserve growth of parish, school and agency ministries (V: $117,516 D: $5,944) for Employee Benefits Fund in the Archdiocese of Indianapolis. Established by the late John P. Hofer. ­Distributions are to be used primarily to (V: $12,130,087 D: $608,360) Archdiocese of Indianapolis Lay Employee provide financial aid for low-income children Distributions are to be used for future health Benefits Fund care costs incurred by employees of ­parishes, to attend center-city Catholic schools. (V: $19,881,023 D: $996,501) schools and agencies of the ­Archdiocese of Catholic Cemeteries Association Distributions are to be used to provide and Indianapolis. Perpetual Care Endowment Fund enhance ­benefits for employees working in The Mary Margaret and John F. Lynch the parishes, schools and agencies of the (V: $2,635,571 D: $126,134) Endowment Fund for Archdiocesan Archdiocese of Indianapolis. Distributions are to be used to maintain the Center-City Schools cemeteries in perpetuity. Archdiocese of Indianapolis Property (V: $11,371 D: $608) Insurance Reserve Donor-Advised Fund Catholic Charities of the Archdiocese Established from the real estate of Mr. and of Indianapolis Endowment Fund (V: $10,468,219 D: $431,236) Mrs. John F. Lynch. Distributions are to be Distributions are to be used to support the (V: $978,894 D: $52,334) used to provide financial ­assistance for property insurance claims incurred by the Distributions are to be used to support the center-city students. parishes, agencies and schools of the programs and works of Catholic Charities Archdiocesan Home Missions ­Archdiocese of Indianapolis. of the Archdiocese of Indianapolis and its Endowment Fund member agencies. Archdiocese of Indianapolis (V: $4,413,508 D: $209,409) James P. Scott Capital Improvement Catholic Educator Formation Established through the proceeds of the Endowment Fund Endowment Fund Legacy of Hope Campaign. Distributions are (V: $5,342,073 D: $275,203) (V: $929,761 D: $47,028) to be used to support home mission needs in Distributions are to be used to support Distributions are to be used to fund the the Archdiocese of Indianapolis. capital projects throughout the Archdiocese of ­archdiocesan share of the cost of ­professional ­Indianapolis as matching grants or outright courses in religion for Catholic school ­educators awards to projects selected through the and parish catechists in partnership with the ­combined grant review process for distributions of individuals and the Catholic colleges. Established between July 1, 2014 and June 30, 2015 V = Value as of June 30, 2015 D = Distributions for FY 2015 2 Total Value as of June 30, 2015 $160,356,215 451 FOUNDATION FUNDS

Catholic Social Services of Indianapolis provide relief to the poor, the distressed and Making a Difference Endowment Fund Endowment Fund the ­underprivileged. Its primary objective is (V: $8,605,559 D: $431,885) (V: $184,727 D: $7,792) to ­provide assistance such as food, shelter, Established by a bequest from the estate of Rev. Distributions are to be used to support the ­clothing and medical care to such individuals. Msgr. Raymond T. Bosler to provide funds for programs and works of Catholic Social Albert J. and Christine M. Hackl Family low-income children to attend center-city Catholic Services of ­Indianapolis. Endowment for Archdiocesan Catholic grade schools in Indianapolis. Catholic Urban School Consortium Schools and Pastoral Education Mother Theodore Catholic Academies Donor-Advised Fund (V: $8,768,487 D: $465,538) Endowment Fund (V: $245,783 D: $13,142) Established by Albert J. and Christine M. (V: $97,034 D: $4,003) Distributions are to be used to provide funds for Hackl. Distributions are to be used to support Distributions are to be used to defray the the general operating expenses of ­center-city needs directly associated with Catholic cost of teaching salaries for Mother Theodore schools. The consortium was ­created to ensure education, the formation of pastoral Catholic Academies, Indianapolis. leaders, priestly and pastoral retirement, that urban children will ­continue to be offered The Dr. Robert F. Nagan and Dete Nagan pro-life education­ and other such needs in a quality, ­faith-based ­primary school education Endowment Fund and to help the children break the cycle of support of Catholic ­education as shall be (V: $24,839 D: $1,328) poverty in ­Indianapolis. determined from time to time by the Archbishop of Indianapolis. Established by the late Dr. Robert F. Nagan Sr. Nancy Crowder Endowment Fund and Dete Nagan. Distributions are to be John P. Hofer Endowment Fund for for Holy Family Shelter Services used primarily for the education of seminarians Holy Family Shelter (V: $13,579 D: $687) who will serve the Archdiocese of Indianapolis. (V: $61,249 D: $3,275) Distributions are to be used to provide Next Step Endowment Fund services and support solely for homeless Established by the late John P. Hofer. (V: $29,920 D: $1,513) families at Holy Family Shelter. Distributions are to be used primarily to provide unrestricted financial support for Distributions are to be used to provide funds Fr. Martin Dusseau Memorial Fund for the general use of Holy Family Shelter. to Catholic secondary schools for financial aid Seminarian Education at Saint Meinrad to low-income children. Endowment Fund Holy Family Shelter Endowment Fund of Catholic Social Services Opportunity Endowment Fund (V: $139,944 D: $7,240) (V: $2,217,977 D: $111,824) Distributions are to be used for the education of (V: $745,222 D: $37,629) Distributions are to be used to provide funds seminarians at Saint Meinrad Seminary for the Distributions are to be used to provide to elementary schools for financial aid to Archdiocese of Indianapolis. services and support solely for homeless families at Holy Family Shelter. low-income children attending schools in the Fatima Retreat House Endowment Fund Archdiocese of Indianapolis. Holy Family Shelter Unrestricted (V: $361,181 D: $18,269) Endowment Fund Priests’ Retirement Apartments at Established by an anonymous donor. St. Paul Hermitage Endowment Fund Distributions are to be used for the purpose (V: $31,293 D: $397) (V: $52,471 D: $2,806) of providing support for Fatima Retreat House. Distributions are to be used to provide services and support solely for homeless Established from a bequest by Charles The John F. Fink – Criterion Endowment families at Holy Family Shelter. ­Bledsoe. Distributions are to be used to Fund ­support Priests’ Retirement Apartments at Charles P. Koster Metropolitan Tribunal St. Paul Hermitage, Beech Grove. (V: $45,540 D: $2,458) Endowment Fund Distributions are to be used to provide funds Queen and Divine Mercy Center (V: $4,115 D: $220) for continuing education for The Criterion staff Endowment Fund members as well as a stipend in the form of a Distributions are to be used to help pay tuition (V: $991,026 D: $18,682) scholarship for a college intern to support the or to pay all tuition, room and board for any lay Distributions are to be used for the general work of The Criterion. person whom the archdiocese may want in the future to obtain a degree in canon law. use of the Archdiocese of Indianapolis as Albert J. and Christine M. Hackl directed by the Archbishop or his designee. Family Endowment for Catholic Charities/ Lay Ministry Education Endowment Fund Richardson/Harrison Family Social Services (V: $1,166,106 D: $58,935) Endowment Fund (V: $3,449,999 D: $183,173) Distributions are to be used for the ­education (V: $46,907 D: $2,025) Established by Albert J. and Christine M. and formation of lay ministers for the Distributions are to be used to support the Hackl. Distributions are to be used to ­Archdiocese of Indianapolis.

3 V = Value as of June 30, 2015 D = Distributions for FY 2015 works in support of families of Catholic Social religious and lay ministers in the Archdiocese Semler Family Fund for Seminarian Services, Indianapolis. of Indianapolis. Education Endowment Fund Pope Paul VI Deacon Formation The Jack T. and Mary A. Schliessmann (V: $275,306 D: $13,995) Endowment Fund Family Endowment Fund for Seminarian Distributions are to be used to support (V: $8,257 D: $420) Studies seminarians of the Archdiocese of ­Indianapolis. Distributions are to provide funds to meet (V: $33,560 D: $0) Fr. Joseph B. Sheets Seminarian the general needs of the Office of Deacon Distributions are to provide scholarship Endowment Fund Formation, Indianapolis. support (costs goes towards tuition, materials, (V: $8,258 D: $441) Rev. Augustine J. Sansone Endowment living, etc.) for post graduate seminarians Distributions are to be used for the education Fund who will serve ministries of the Archdiocese of future priests who will serve the of Indianapolis. (V: $14,133 D: $0) Archdiocese of Indianapolis. Established by Mr. and Mrs. August Seminarian Formation Endowment Fund Supportive Housing Endowment Fund (Gus) Stinnett to memorialize the life and (V: $115,870 D: $4,995) for Holy Family Shelter/Catholic Social priestly ­service of Rev. Augustine J. Sansone Established to provide the archdiocesan Services – Indianapolis (62 years). Distributions are to be used to Office of Vocations with funds to assist with (V: $420,322 D: $21,260) provide tuition assistance for educating and the education and formation of seminarians Distributions are to be used to provide training future archdiocesan priests who studying for the Archdiocese of Indianapolis. financial support restricted for the use of the ­attend the Bishop Simon Bruté College Seminarians Education Endowment Fund supportive-housing-for-families project of Holy Seminary, affiliated with Marian University. (V: $1,647,107 D: $82,773) Family Shelter and Catholic Social Services, The Scherschel Family Donor-Advised Established by the late Archbishop Edward Indianapolis. Endowment Fund for Vocation Support T. O’Meara primarily to provide financial Established by Greg and Peggy ­assistance for the education of seminarians Scherschel who will serve the Archdiocese of (V: $8,248 D: $441) ­Indianapolis. Distributions also are to be used Distributions are to be used to provide to develop programs at the archdiocesan, ­members of the extended Scherschel family deanery and parish levels to generate an nationwide and their friends a meaningful way interest in vocations and assist pastors and their parish leaders in identifying future Established between to assist in the religious formation of priests, July 1, 2014 and June 30, 2015 seminarian candidates.

The Catholic Community Foundation Mission TO PROMOTE the value of planned giving and endowments as essential to the financial well-being of the Church and to provide assistance to Catholic organizations in the acquisition, management, investment and growth of endowment funds. TO TEACH stewardship as a way of life for all individuals, families and communities in the Archdiocese of Indianapolis and to assist parishes, schools and other Catholic organizations to develop the resources they need to carry out their missions. TO PROMOTE the unity and solidarity of the Church in central and southern Indiana through excellence in communications. TO SUPPORT the immediate and long-range financial objectives of the archdiocese through participation in the United Catholic Appeal and other archdiocesan-sponsored fund-raising programs. TO MAXIMIZE return on investments consistent with Catholic values and sound investment practices.

4 Map of the Archdiocese The Roman Catholic Archdiocese of Indianapolis comprises 133 parishes, 68 schools, six Catholic Charities agencies and many offices of ministry across 39 counties in central and southern Indiana, covering a total area 13,757 square miles.

DEANERIES OF THE ARCHDIOCESE Indianapolis North Deanery Connersvile Deanery Indianapolis East Deanery New Albany Deanery Indianapolis South Deanery Seymour Deanery Indianapolis West Deanery Tell City Deanery Batesville Deanery Terre Haute Deanery Bloomington Deanery *For more detailed information about what parishes are in each deanery, please visit http://www.archindy.org/parishes/map.html.

What is an Endowment? 5 A permanent and perpetual savings tool started by ministries or individual donors that specifically align with meeting donor passions. Archdiocesan Parish, School, Agency Endowment and Philanthropic Funds (Value as of June 30, 2015 - $1,719,744) BMW Constructors, Inc. Philanthropic Catholic Youth Organization Facilities Distributions are to be used to provide Fund Rental Endowment Fund ­support for the IUPUI Catholic Campus (V: $4,136 D: $0) (V: $313,545 D: $16,223) Ministry, Indianapolis. Established by BMW Constructors, Inc. Distributions are to be used by Catholic Brooke Nicole Lahr Memorial Distributions are to be used by the Youth Organization (CYO) for the rental of Donor-Advised Fund for International ­foundation to further its religious, charitable, athletic facilities needed for CYO programs, Mission Work educational and scientific purposes. The ­Indianapolis. (V: $27,146 D: $2,800) donor may submit written advisory Catholic Youth Organization – Sahm-Kuntz Established with memorial gifts provided recommendations to the foundation Legacy Endowment Fund by family and friends of Brooke Nichole regarding the use of the fund or the (V: $374,255 D: $17,728) Lahr. Distributions are to be used to provide distribution of income from and/or the ­scholarships for youth of the Archdiocese of principal of the fund. Established from personal and corporate sponsorships. Distributions are to be used Indianapolis who are preparing for their “first” Butler University Catholic Campus to provide for operations and to ensure experience with international mission work. Ministry Endowment Fund sustainability of the Catholic Youth Funding may also be provided to support (V: $47,989 D: $2,442) Organization, Indianapolis. Passionist Volunteer International (PVI) and Nuestros Pequenos Hermanos International. Distributions are to be used to provide Phillip J. Bickle Memorial Donor-Advised ­financial support for the Butler University Fund St. Elizabeth’s Home Endowment Fund Catholic Campus Ministry, Indianapolis. (V: $49,355 D: $0) (V: $281,006 D: $11,443) Ryan P. Condon CYO Rancho Framasa Distributions are to support Catholic ministries Distributions are to be used for the general Project Endowment Fund as advised by Cathy Bickle. operating support of St. Elizabeth’s Home, (V: $62,445 D: $2,804) Indianapolis. The Robert and Doris Dimond Endowment Distributions will provide support for the St. Mary’s Child Center Endowment Fund Fund continued improvement and maintenance (V: $21,067 D: $1,137) (V: $16,974 D: $907) of the facilities and grounds at CYO Camp Distributions are to be used to support Rancho Framasa, Nashville, Indiana. Distributions are to be divided equally to support St. Vincent de Paul Society, Indianapolis, the ­programs of St. Mary’s Child Center, Ryan P. Condon CYO Rancho Framasa St. Luke Catholic Church, Indianapolis, and ­Indianapolis, an agency serving children and Project Donor-Advised Fund St. Augustine Home for the Aged, Indianapolis. their families. (V: $64,772 D: $0) The John & Melissa Duffy Donor-Advised Serra Club Donor-Advised Fund for Established by Dr. and Mrs. David L. Bankoff. Fund Priestly Vocations Distributions are to provide annual gifts to (V: $33,878 D: $1,500) Catholic Youth Organization (CYO) Camp (V: $18,899 D: $9,800) Distributions are to be used to meet broad, Distributions are to be used to support Rancho Framasa for building and grounds ­activities that promote archdiocesan priestly maintenance needed for Catholic Youth general purposes on an as needed basis as determined by the named fund advisors. vocations in concert with the goals of the Organization, Nashville, Indiana. Archdiocese of Indianapolis. Thomas C. Fulner Donor-Advised Fund Catholic Youth Organization – B. Cecelia Society of St. Vincent de Paul – (V: $56,397 D: $0) Drew Campership Endowment Fund Archdiocese Council of Indianapolis, Inc. Distributions are to be used to support (V: $166,417 D: $8,328) Endowment Fund Distributions are to be used for providing ministries and charitable organizations as (V: $51,019 D: $2,593) camperships for children in need at the CYO d­etermined by Marilyn Fulner. Establlished to provide for the spiritual camps in Brown County. Guardian Angel Guild Endowment Fund welfare of a family in need and to help Catholic Youth Organization – Fr. John (V: $31,534 D: $1,558) achieve the purpose of the Society of Elford Campership Endowment Fund Distributions are to be used to provide St. Vincent de Paul, Indianapolis. ­ongoing financial assistance for archdiocesan (V: $15,641 D: $783) University of Indianapolis Catholic schools, resource programs and students, Established from the estate of Fr. John ­Elford. Campus Ministry Endowment Fund Distributions are to be used to enable children which is consistent with the mission of (V: $41,486 D: $2,132) in need to attend a CYO camp in Guardian Angel Guild, ­Indianapolis. Established to provide financial support to Brown County, Indiana. IUPUI Catholic Campus Ministry the budget for the University of Indianapolis Endowment Fund Catholic Campus Ministry, Indianapolis. Established between (V: $41,785 D: $2,148) July 1, 2014 and June 30, 2015 V = Value as of June 30, 2015 D = Distributions for FY 2015 6 Batesville Deanery (Value as of June 30, 2015 - $6,184,926)

Holy Family Parish of Oldenburg Year 2000 Established as a memorial to Leo and Angela be used to supplement the educational and Legacy Endowment Fund Tebbe by the Tebbe family. ­Distributions are building/grounds needs of St. John’s Catholic (V: $111,056 D: $5,938) to be used to provide financial support for the Church, Osgood. Distributions are to be used for the use and care, maintenance and improvement of St. John Parish – The Harry Glauber benefit of Holy Family Parish, Oldenburg. St. Cecilia Parish Cemetery, Oak Forest. “Feed My Lamb – Feed My Sheep” Immaculate Conception Parish Cemetery – St. Denis Cemetery Endowment Fund – Endowment Fund Millhousen Endowment Fund Jennings County (V: $8,964 D: $453) (V: $14,845 D: $754) (V: $42,158 D: $1,855) Established to assist families in need at Distributions are to be used to provide ­financial Established by Charles W. Schwering. St. John Parish, Osgood. support for the maintenance and care of Distributions are to be used for the care St. Joseph – Shelbyville Cemetery Immaculate Conception Parish ­Cemetery, and maintenance of St. Denis Cemetery, Endowment Fund ­Jennings County. Millhousen. (V: $124,365 D: $6,290) Immaculate Conception Parish – Bruns/ St. Denis Parish Endowment Fund – Distributions are to be used to provide for Wickens Memorial Endowment Fund Jennings County maintenance and care of St. Joseph Parish (V: $95,812 D: $5,115) (V: $10,572 D: $555) Cemetery, Shelbyville. Established by Dale E. (deceased) and Established by Charles W. Schwering. St. Joseph Parish Endowment Fund ­Distributions are to be used to provide Teresa C. Bruns. Distributions are to be used (V: $12,356 D: $561) ­support for St. Denis Parish, Jennings to ­provide maintenance of buildings, grounds Distributions are to be used for additional County. and the cemetery of Immaculate Conception ­revenue for the general capital and ministry ­Parish, Millhousen. St. John the Baptist Parish (Dover) needs of St. Joseph Parish, Shelbyville. Cemetery – Perpetual Care Endowment St. Anne Catholic Cemetery – Hamburg St. Joseph Parish – Educational Fund Endowment Fund Assistance Endowment Fund (V: $10,095 D: $0) (V: $73,783 D: $3,939) (V: $8,441 D: $451) Distributions are to used to provide funds for Distributions are to be used to provide Distributions are to be used to provide funds the perpetual care, lawn service and general support for the ongoing maintenance of St. to assist families with the cost of education maintenance of St. John the Baptist Parish Anne Cemetery, Oldenburg. and religious education at St. Joseph School, Cemetery, Guilford. St. Anne – Hamburg Cemetery Shelbyville. St. John the Baptist (Dover) Cemetery – Endowment Fund St. Joseph School Endowment Fund James Gaynor Family Endowment Fund (V: $40,344 D: $0) (V: $54,125 D: $2,893) (V: $15,726 D: $807) Distributions are to be used for the care and Established by an anonymous gift from a Distributions are to be used for the maintenance of St. Anne Cemetery, Hamburg. parishioner. Distributions are to be used to ­maintenance and other needs of St. John St. Anthony of Padua Parish Endowment provide for the budget at St. Joseph School, the Baptist Cemetery, Guilford. Fund Shelbyville. St. John Catholic Church – The Msgr. (V: $68,017 D: $0) St. Joseph Church Cemetery – John J. Minta Education/Building Established to provide long-term funding for St. Leon – Perpetual Care Fund Endowment Fund the maintenance of the parish and ­cemetery (V: $10,661 D: $0) (V: $9,474 D: $479) of St. Anthony of Padua Parish, Morris. ­Distributions are to be used to ensure Established in memory of Msgr. John J. ­Minta, St. Cecilia of Rome Parish Cemetery perpetual upkeep of the St. Joseph Church pastor of St. John, Osgood, from 1980-1995, Endowment Fund Cemetery, St. Leon. with his estate funds. ­Distributions are to (V: $48,330 D: $2,554) V = Value as of June 30, 2015 D = Distributions for FY 2015 Foundation Feature Carl and Mary Kay Wolford Carl and Mary Kay Wolford say they were blessed with a Catholic education – 16 years for Mary Kay and 12 for Carl, including college at Notre Dame. So on the 60th anniversary of Providence Jr./Sr. High School in New Albany, they established an education endowment intended to help students who go to Providence with tuition assistance.

Providence High School was around when Carl, who is from New Albany, went to high school. He said he knows the importance of having a Catholic high school in southern Indiana and the importance of giving students a choice in where they go to school. If tuition costs are a barrier, the Wolford’s want to help eliminate that. V = Value as of June 30, 2015 D = Distributions for FY 2015 7 Batesville Deanery (continued) (Value as of June 30, 2015 - $6,184,926)

St. Lawrence Parish General Endowment St. Louis School – The Ben and Lorraine St. Mary Parish Cemetery Endowment Fund Dierckman Family Endowment Fund – Greensburg (V: $168,857 D: $0) (V: $138,678 D: $7,415) (V: $247,769 D: $12,532) Distributions are to be used for the operation Distributions are to be used to assist on a Distributions are to be used for the and capital needs of St. Lawrence Parish, long-term basis with the annual operating maintenance of St. Mary Parish Cemetery, Lawrenceburg. expenses at St. Louis School, Batesville. Greensburg. St. Lawrence – Sister Mary Cecile Deken St. Louis Parish Endowment Fund – St. Mary Parish Endowment Fund – Religious Education Endowment Fund Fr. Herculan Scholarship Greensburg (V: $16,386 D: $0) (V: $39,910 D: $1,966) (V: $261,905 D: $13,248) Distributions are to be used to provide funds Distributions are to be used to provide Catholic Distributions are to be used for the for any parish/school religious education high school tuition assistance for students ­operational and capital needs of St. Mary related program or event for children, youth attending St. Louis Catholic School, Batesville. Parish, Greensburg. or adults attending St. Lawrence Catholic St. Louis School – The Lil Kennel St. Mary Parish School Endowment Fund Church, ­Lawrenceburg. Endowment Fund (V: $325,210 D: $16,449) St. Lawrence – Lawrenceburg School (V: $31,448 D: $1,681) Established to provide a source of income for Endowment Fund Established in recognition of Miss Lil Kennel’s curriculum development, student ­programs, (V: $108,967 D: $5,614) 44 years of teaching at St. Louis School, maintenance and general operational Distributions are to be used for the general Batesville. Parishioners honored her with ­expenses at St. Mary Parish School, needs of St. Lawrence School in the endowment in lieu of a retirement gift. ­Greensburg. Lawrenceburg. Distributions are to be used to provide tuition St. Mary Greensburg Parish School – St. Louis Parish Cemetery Endowment assistance to students attending St. Louis Henry A. Ernstes and Ruby Houston Fund School, Batesville. Ernstes Family Fund (V: $114,996 D: $6,149) St. Martin Church – Cemetery Endowment (V: $70,217 D: $3,605) Distributions are to be used primarily to Fund Distributions are to be used to provide funds provide care and maintenance along with (V: $55,536 D: $2,791) for the use and benefit of St. Mary School, its operating and capital needs at St. Louis Distributions are to be used to fund the Greensburg. ­Parish Cemetery, Batesville. continuing works of St. Martin Parish and St. Mary Catholic School – Donald and Cemetery, Yorkville. Barbara Horan Memorial Endowment Fund St. Louis Parish Endowment Fund (V: $292,199 D: $10,645) (V: $1,462,209 D: $73,865) Established by the late Mr. and Mrs. Distributions are to be used for the ­operating St. Martin/St. Paul Parishes – K.N. Donald Horan as a result of a bequest from and capital needs of St. Louis Parish, Russell/Brandon Kraus Memorial the ­estate. Distributions are to be used ­Batesville. Endowment Fund to ­provide continuing support to St. Mary St. Louis School Endowment Fund (V: $10,679 D: $540) School, Greensburg. Established to commemorate the death of (V: $93,505 D: $4,579) St. Mary Greensburg Parish School Brandon Kraus and his grandfather, Distributions are to be used primarily for the Music Endowment Fund Kenneth Russell. Distributions are to be used operating expenses of St. Louis School, (V: $33,905 D: $1,715) for the general fund of the religious Batesville. Established by an anonymous donor. education ­program at St. Martin/St. Paul, Distributions are to be used to provide music Guilford. education at St. Mary’s School, Greensburg.

“We don’t believe tuition should ever be a barrier to getting a Catholic education,” Mary Kay said. “We just hope that what we have done helps along the way.”

The Wolfords, who are parishioners at Holy Family in New Albany, like the idea of education endowments because anyone can add to the fund and it can go on for a long time.

“If parents have to go into debt to send their kids to high school, it’s going to be tough for them to go to college without a huge debt,” Carl said. “If our endowment can help with tuition assistance, Carl and Mary Kay Wolford, Holy Family Parish we feel privileged and grateful.” 8 Batesville Deanery (continued) (Value as of June 30, 2015 - $6,184,926)

St. Mary of the Immaculate Conception St. Maurice Catholic Cemetery Endowment St. Michael School – The Alvina Morin Church Endowment Fund Fund – St. Catherine of Siena Memorial Endowment Fund (V: $16,931 D: $855) (V: $51,269 D: $0) (V: $293,453 D: $11,336) Distributions are to be used for Immaculate Distributions are to be used to provide Distributions are to be used to support Conception Church, Aurora. perpetual care, maintenance and expansion St. Michael School, Brookville. St. Mary of the Immaculate Conception of the St. Maurice Catholic Cemetery, St. Paul Parish Cemetery (New Alsace) – Church Parish – The Mary Margaret and Greensburg. Guilford Endowment Fund John F. Lynch Endowment for the St. Maurice Catholic Church Napoleon (V: $11,073 D: $413) Educators and Catechists Cemetery Endowment Fund Distributions are to be used to provide (V: $11,311 D: $572) (V: $33,397 D: $0) ­perpetual care including lawn services and Established from the real estate of Mr. and Distributions are to be used to provide funds general maintenance for the St. Paul Mrs. John F. Lynch. Distributions are to for maintenance and repairs to the St. Cemetery, New Alsace. be used to provide reimbursement for the Maurice Catholic Church Cemetery, St. Paul Parish (New Alsace) – Guilford ­spiritual renewal of educators and parish Napoleon. Endowment Fund ­catechists in appreciation of their service St. Michael Cemetery Endowment Fund (V: $19,641 D: $993) to the children of our faith community at Distributions are to be used to benefit the St. Mary Parish, Aurora. (V: $393,350 D: $19,896) Distributions are to be used to support ­parish ministries of St. Paul Parish, St. Mary of the Immaculate Conception St. Michael Cemetery, Brookville. New Alsace. Properties Endowment Fund St. Michael Church – Martha Haas St. Paul School (New Alsace) – Guilford (V: $368,808 D: $18,655) Endowment Fund Endowment Fund Distributions are to be used for the (V: $6,319 D: $320) ­maintenance, renovation, construction and (V: $131,564 D: $6,655) Distributions are to be used to benefit the acquisition of properties for St. Mary of the Distributions are to be used to support educational ministry of St. Paul Catholic Immaculate Conception Parish, Aurora. St. Michael Church, Brookville. School, New Alsace. St. Mary School – Nolan Family St. Michael – Brookville Parish Center St. Peter Church Cemetery Endowment Endowment Fund Operations – Fr. Schumacher Memorial Endowment Fund Fund (V: $249,126 D: $12,853) (V: $68,576 D: $0) Established from the estate of Margaret Rose (V: $98,337 D: $1,542) Established primarily to provide for the Nolan. Distributions are to be used for the Distributions are to be used to subsidize general needs of St. Mary School, Aurora. the operations of the parish center for care and maintenance of St. Peter Church St. Michael Parish, Brookville. ­Cemetery, Franklin County. St. Mary School – The Harold M. and Helen St. Vincent de Paul Parish Cemetery H. Schuler Endowment Fund St. Michael School Endowment Fund – Keith and Ruth Banning Scholarship Endowment Fund (V: $46,264 D: $2,339) (V: $50,084 D: $0) Established from the estate of Harold M. (V: $12,968 D: $627) Distributions are to be used to provide care Schuler. Distributions are to be used for the Distributions are to be used to provide and maintenance for the immediate and ­ general use of St. Mary School, Aurora. scholarship tuition for children in need who will attend the Oldenburg Academy of extended grounds of St. Vincent de Paul St. Mary-of-the-Rock Cemetery the Immaculate Conception, and are ­Parish Cemetery, Shelbyville. Endowment Fund graduates of St. Michael School, Brookville. St. Paul Decatur County Cemetary (V: $32,639 D: $0) St. Michael School – The Mary Margaret Endowment Fund (c/o St. Vincent de Paul Established to provide long-term funding for and John F. Lynch Endowment Fund for Parish, Shelbyville) the maintenance of the parish cemetery of the Educators and Catechists (V: $37,645 D: $0) St. Mary-of-the-Rock, Batesville. (V: $11,389 D: $576) Distributions are to provide funds for the St. Mary-of-the-Rock Church Building and Established from the real estate of Mr. and maintenance and upkeep of St. Paul Grounds Maintenance Endowment Fund Mrs. John F. Lynch. Distributions are to Cemetery, Decatur County. (V: $9,285 D: $496) be used to provide reimbursement for the Distributions are to be used for the continual ­spiritual renewal of educators and parish maintenance and upkeep of the grounds ­catechists in appreciation of their service to and property at St. Mary-of-the-Rock Parish, the children of our faith community at St. Batesville. Michael School, Brookville. Established between 9 V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 Bloomington Deanery (Value as of June 30, 2015 - $6,648,230)

Christ the King Parish Endowment Fund St. Jude Parish – Edward Dreyling of St. Vincent de Paul Elementary School, (V: $12,185 D: $616) Endowment Fund Bedford. Distributions are to be used to meet the (V: $139,386 D: $7,047) St. Vincent de Paul School – Sr. Joan needs of Christ the King Parish, Paoli. Established by the charitable gift annuity of Luerman Student Tuition Assistance Our Lady of the Springs Church the late Edward Dreyling. Distributions are to Endowment Fund Endowment Fund be used to provide for the operating ­expenses (V: $9,472 D: $447) of St. Jude Parish, Spencer. (V: $17,538 D: $904) Established to provide tuition assistance Distributions are to be used to provide funds St. Martin of Tours Parish Cemetery for children who attend St. Vincent de Paul for the capital needs of Our Lady of the Endowment Fund Catholic School. Distributions also will provide Springs Church, French Lick. (V: $22,272 D: $1,116) for the educational needs of parish programs at St. Vincent de Paul Parish, Bedford. St. Agnes Parish – Marie C. Pope Established to provide financial support for Endowment Fund the maintenance and repairs of St. Martin of Tours Parish Cemetery, Martinsville. (V: $10,169 D: $522) St. Martin of Tours Education Endowment Foundation Prayer Established from the estate of Marie C. Pope. God of every good gift, Fund Distributions are to be used for the capital from the beginning of creation repair and replacement needs of St. Agnes (V: $36,318 D: $1,942) you have filled the world with Parish, Nashville. Distributions are to be used to finance and abundant blessings. St. Charles Borromeo Parish Dunn- develop the educational ministry of In lean times, you cared for your Waldron Memorial Endowment Fund St. Martin of Tours Parish, Martinsville. people’s needs, and in good times, (V: $5,443,172 D: $263,919) St. Martin of Tours Youth Educational you blessed them with more Established with the proceeds from the trust Endowment Fund of Frances Dunn. Distributions are to be (V: $143,691 D: $7,440) than they could imagine. used to benefit St. Charles Borromeo ­Parish, Distributions are to be used to provide For everything you have given, ­Bloomington. continuing support for youth programs of St. may we never cease to thank you. St. Charles Borromeo School Martin of Tours, Martinsville. Help us be a blessing for those who Endowment Fund St. Mary Parish – Mitchell Facilities seek to serve you in our community, (V: $499,629 D: $25,242) Endowment Fund that we may give you right and just Distributions are to be used for the use and (V: $55,629 D: $2,916) praise and be good stewards of benefit of St. Charles School, Bloomington. Established from the St. Mary’s Legacy of the gifts you have bestowed. St. Charles Borromeo School Gift of Hope account. Distributions are to be used Where our treasure lies is to provide funds to offset expenses incurred Education Endowment Fund where our heart will be. from buildings and other physical structures, (V: $65,599 D: $3,232) including insurance, property assessments, So open our hearts to Distributions are to be used to provide utilities, maintenance, ­equipment, supplies, fill the needs of our sisters scholarships for students attending and improvements for the church, rectory, and brothers, that we may St. Charles School, Bloomington. parish life center and gym. Funds should not share ourselves as well as what St. John the Apostle Catholic Church – be used for salaries or new building projects we have. May your Spirit Major Repair and Maintenance at St. Mary Parish, Mitchell. Endowment Fund teach us to seek first your kingdom St. Paul Catholic Center Unrestricted so that all people together (V: $45,269 D: $2,289) Endowment Fund Distributions are to be used to fund future may use their gifts, great and small, (V: $39,869 D: $0) ­repair and maintenance items (major ones) to bring your peace and blessing Distributions are to be used for the for our building at St. John the Apostle to the world. And when we ­unrestricted use and purposes of St. Paul ­Catholic Church, Bloomington. Catholic Center, Bloomington. have given all that we have in St. John the Apostle Catholic Church your name, may we rejoice St. Vincent de Paul – John H. and Endowment Fund for the Poor Elizabeth J. Fox Endowment Fund in the riches stored for us in heaven, (V: $55,033 D: $2,687) pressed down and overflowing with (V: $52,999 D: $2,834) Established to provide financial support for Established with a contribution from ­Elizabeth the goodness of your love. the poor in Bloomington. We ask this through Christ our Lord. Most Reverend Joseph W. Tobin, C.Ss.R. H. Fox and Mary Margaret Stipp. Distributions Archbishop of Indianapolis are to be used to support the operating costs Amen. 10 Connersville Deanery (Value as of June 30, 2015 - $3,627,978)

Connersville Deanery Catholic Charities St. Elizabeth Ann Seton Parochial School St. Gabriel Total Catholic Education Endowment Fund (Holy Family, St. Andrew and St. Mary Endowment Fund (V: $12,228 D: $0) Parishes) Endowment Fund (V: $63,706 D: $3,222) Distributions are to be used to support the (V: $290,103 D: $12,370) Distributions are to be used to benefit total programs and works of Catholic Charities in Established to assist Holy Family, St. Andrew Catholic education of St. Gabriel Parish, the Connersville Deanery. and St. Mary parishes in ­providing support Connersville. Holy Family Catholic Church – Richmond for St. Elizabeth Ann Seton Parochial School, St. Mary Parish – Richmond Endowment Endowment Fund Richmond. Fund (V: $949,373 D: $48,020) St. Elizabeth Catholic Church Endowment (V: $75,002 D: $3,794) Distributions are to be used for the upkeep Fund Distributions are to be used to support of the Holy Family Catholic Church, (V: $855,768 D: $45,758) St. Mary Parish, Richmond. ­Richmond. Established to provide a means of general St. Mary Parish – Calvary Cemetery St. Andrew Parish Cemetery – Richmond support for St. Elizabeth Catholic Church, Endowment Fund Cambridge City. Foundation Prayer Endowment Fund (V: $80,267 D: $4,224) (V: $99,745 D: $5,045) St. Elizabeth Parish – Fr. John H. Luerman Distributions are to be used for the upkeep Established to provide long-term funding for Scholarship Endowment Fund and maintenance of Calvary Cemetery, the maintenance of the parish cemetery of (V: $53,353 D: $0) ­Rushville. St. Andrew Parish, Richmond. Established from the bequest of Rev. John St. Mary Parish Endowment Fund H. Luerman. Distributions are to be used to St. Andrew Parish – Richmond (V: $26,091 D: $0) provide an annual scholarship for at least one Endowment Fund Distributions are to be used for the general boy and one girl when graduating from high (V: $270,390 D: $13,663) needs of St. Mary Parish, Rushville. school and entering college, St. Elizabeth Established to support the operations, Parish, Cambridge City. St. Mary Parish – Fr. Burkhart College ­including the school and cemetery of St. Scholarship Endowment Fund Andrew Parish, Richmond. St. Gabriel Parish – Connersville – St. Raphael Cemetery-Laurel Endowment (V: $14,378 D: $761) St. Anne Cemetery Endowment Fund Fund Established by a bequest from the estate (V: $178,228 D: $0) (V: $6,421 D: $343) of Rev. Gerald F. Burkhart. Distributions will Established to provide financial support for Distributions are to be used to provide provide a scholarship(s) for a student(s) from the maintenance and repairs of St. Anne long-term financial stability for St. Raphael St. Mary Parish, Rushville, who is attending a Cemetery, New Castle. Cemetery, Laurel. Catholic college. St. Bridget Church Endowment Fund St. Gabriel Parish Endowment Fund St. Mary School – Moran/Tyner Scholarship Endowment Fund (V: $10,258 D: $529) (V: $101,116 D: $4,135) Distributions are to be used to support Established to provide long-term financial (V: $24,304 D: $1,281) St. Bridget of Ireland Church, Liberty. stability for St. Gabriel Parish, Connersville. Distributions are to be used to provide tuition assistance for students at St. Mary School, St. Bridget of Ireland Endowment Fund St. Gabriel School – Connersville Rushville. (V: $21,282 D: $1,097) Endowment Fund

St. Rose Parish Endowment Fund Distributions are to be used to provide (V: $296,163 D: $14,890) ­support to St. Bridget of Ireland Parish, Distributions are to be used to support and (V: $130,795 D: $6,616)

Liberty. enhance the continued operation and Distributions are to be used to provide ­improvement of programs at St. Gabriel future financial stability of St. Rose Parish, School, Connersville. ­Knightstown. A choice that I make “ Richard J. and Rita C. Giesting Fr. Todd Riebe Scholarship Endowment Scholarship Fund for St. Gabriel Catholic Fund now in my lifetime can School (V: $32,420 D: $1,690) continue to bear fruit when (V: $36,586 D: $1,975) Distributions are to be used to assist families “ Distributions are to be used to provide in financial need with tuition cost at Seton I’ve gone home to God. financial support in the form of scholarships Catholic High School, Richmond. to families that qualify for financial support Most Reverend Joseph W. Tobin, C.Ss.R. and demonstrate financial need to attend St. Archbishop of Indianapolis Gabriel School, Connersville. 11 V = Value as of June 30, 2015 D = Distributions for FY 2015 Indianapolis East Deanery (Value as of June 30, 2015 - $3,834,339)

Holy Cross Parish – Indianapolis assistance to attend Cathedral High School St. Mary Parish Adult and Evangelization Endowment Fund for graduates of Holy Spirit Parish, Endowment Fund (V: $154,316 D: $7,804) Indianapolis. (V: $11,154 D: $552) Distributions are to be used to further the Holy Spirit Parish – Mary Jane Wagner Established to provide funds for parish adult ends set forth in the Holy Cross Mission Memorial Service Scholarship education programs and evangelization Statement at Holy Cross Parish, Indy. Endowment Fund ­programs of St. Mary Parish, ­Indianapolis. Holy Cross Central School Endowment (V: $66,324 D: $3,333) St. Michael Catholic Church Endowment Fund Established by family and friends as a Fund (V: $16,213 D: $867) ­memorial to Mary Jane Wagner. ­Distributions (V: $22,161 D: $0) Distributions are to be used to provide are to be used to provide an annual Established to provide long-term financial future ­security and benefit the school in all ­scholarship to a student entering the eighth stability for St. Michael Catholic Church, ways ­necessary to allow it to meet the grade. The scholarship will be awarded at the Greenfield. educational mission at Holy Cross Central final all-school Mass for the school year at St. Michael Catholic School School, Indianapolis.­ Holy Spirit School, ­Indianapolis. Endowment Fund Our Lady of Lourdes Parish Endowment Holy Cross Central School – Designated (V: $37,647 D: $0) Fund Endowment Fund Distributions are to be used to assist in (V: $22,824 D: $1,220) (V: $54,415 D: $2,882) providing long-term financial stability for Distributions are to be used to provide tuition Distributions are to be used to support Our St. Michael Catholic School, Greenfield. assistance, at the discretion of the pastor, Lady of Lourdes Parish, Indianapolis. St. Philip Neri Parish Endowment Fund for students attending Holy Cross Central Our Lady of Lourdes Catholic School – (V: $626,551 D: $31,692) School, Indianapolis. Cassie Gyurek Scholarship Fund Established to create a sound financial base Holy Spirit Parish – Francis J. Early (V: $5,571 D: $291) to provide for the needs of St. Philip Neri Seminarian Memorial Endowment Fund Distributions are to be used to provide ­Parish, Indianapolis. (V: $25,640 D: $1,371) ­educational assistance for students St. Philip Neri School Endowment Fund Established from the trust fund of Fr. ­attending Our Lady of Lourdes Catholic Francis J. Early. Distributions are to be used School, Indianapolis. (V: $9,701 D: $519) Distributions are to be used for the ­operating to assist in the education of seminarians to Our Lady of Lourdes Catholic School – expenses of St. Philip Neri School, the priesthood who are associated with or Loew Family Endowment Fund sponsored by Holy Spirit Parish, Indianapolis. ­Indianapolis. (V: $404,466 D: $21,422) St. Andrew & St. Rita Catholic Holy Spirit Parish School Endowment Established from the bequest of Dorothy Academy – Michael Blair Memorial Fund Loew. Distributions are to be used to ­provide Endowment Fund (V: $416,387 D: $22,264) tuition assistance to families who wish to Distributions are to be used to enhance the have a child/children attend Our Lady of (V: $4,828 D: $258) continued existence of Holy Spirit ­Parish Lourdes Catholic School, ­Indianapolis, but Established in memory of Michael School, Indianapolis. cannot ­afford to pay the entire cost. Blair. Distributions­ are to be used to aid ­parishioners in obtaining a Catholic ­education Holy Spirit School – Rozelle Darragh Our Lady of Lourdes Catholic School – (high school and college) who are from Scholarship for Girls Endowment Fund Daniel Alan Ramsey Scholarship Fund St. Rita Parish, Indianapolis. (V: $9,726 D: $520) (V: $28,045 D: $1,485) St. Rita School Endowment Fund Distributions are to be used to provide an ­ Distributions are to be used to provide annual scholarship to a female student ­educational assistance for students with (V: $142,111 D: $7,599) ­entering the eighth grade. The scholarship ­financial needs attending Our Lady of Distributions are to be used to subsidize the will be awarded at the last all-school liturgy Lourdes Catholic School, Indianapolis. operations of the school and provide tuition assistance (in the form of scholarships) to of the school year at Holy Spirit School, St. Mary Parish Endowment Fund Indianapolis. deserving students in need at St. Rita School, (V: $7,880 D: $399) Indianapolis. Holy Spirit School – Lorayne and Established from the charitable gift ­annuity St. Rita School – The Frances M. Graney John O’Donnell Memorial Scholarship of the late Charles and Dorothy Stuart. Scholarship Endowment Fund Endowment Fund Distributions are to be used for the support of (V: $25,589 D: $1,217) St. Mary Parish, ­Indianapolis. (V: $27,116 D: $1,450) Distributions will be used to provide tuition Established to provide one or two 12 Indianapolis East Deanery (continued) (Value as of June 30, 2015 - $3,834,339)

­scholarships for the education of African- Established to provide funds for the Scecina Memorial High School – Class of American children in need who attend maintenance of the Blessed Sacrament 1959 Scholarship Endowment Fund center-city Catholic schools in Indianapolis. Chapel, SS. Peter and Paul Cathedral, (V: $17,139 D: $865) St. Rita School – Molloy Memorial Indianapolis. Distributions are to be used to help support a Endowment Fund SS. Peter and Paul Cathedral Kitchen student from one of the east deanery schools (V: $6,970 D: $373) Endowment Fund of the Archdiocese of Indianapolis to attend Established by a grant from Mary Molloy. (V: $24,432 D: $963) Scecina Memorial High School, Indianapolis. Distributions are to be used to sponsor the Distributions are to be used for financial Scecina Memorial High School – John annual Christmas parties for schoolchildren at support for the operation and sustenance of Edson Educational Endowment Fund St. Rita School, Indianapolis. the SS. Peter and Paul Cathedral Kitchen (V: $34,812 D: $1,761) St. Therese – Little Flower Church Program, Indianapolis. Established from John Edson Life ­Insurance. Endowment Fund SS. Peter and Paul Cathedral Music Distributions are to be used to supplement (V: $43,756 D: $2,213) Director Endowment Fund the cost of education for students at Distributions are to be used for the support (V: $224,940 D: $11,307) Scecina, that, without this help, would not be of St. Therese (Little Flower), Indianapolis. Established to provide financial support to able to attend Scecina ­Memorial High School, Indianapolis. St. Therese – Little Flower School the music director, and to meet other needs Endowment Fund of the music ministry of SS. Peter and Paul Scecina Memorial High School – Steve Cathedral, Indianapolis. Farrell Endowment Fund (V: $12,236 D: $619) Established for the general welfare of Little SS. Peter and Paul Cathedral – St. Bridget (V: $12,345 D: $580) Flower School, Indianapolis. Memorial Endowment Fund Distributions are to be used to provide tuition assistance for students in need, with St. Therese of the Infant Jesus (V: $98,189 D: $4,963) primary consideration given to students who (Little Flower) School – The Joseph and Established to provide support for the ­ face a family crisis after they have enrolled at Veronica Thie Memorial Service Awards operational needs of SS. Peter and Paul Scecina Memorial High School, Indianapolis. Endowment Fund Cathedral, Indianapolis. Scecina Memorial High School – Fred and (V: $41,244 D: $2,086) Scecina Memorial High School Patty Gause Endowment Fund Established to provide funding for the Endowment Fund Joseph and Veronica Thie Memorial Service (V: $13,297 D: $673) (V: $14,513 D: $657) Awards presented each year at St. Therese Distributions are to be used to support Distributions shall provide tuition ­assistance of the Infant Jesus (Little Flower) School, Scecina Memorial High School, Indianapolis. for Scecina students who ­attended Our Lady of Lourdes School, Indianapolis. ­Indianapolis. Scecina Memorial High School Facilities St. Therese – Little Flower School Endowment Fund Fr. Thomas Scecina Memorial High School Godparent Program Endowment Fund Tuition Assistance Endowment Fund (also (V: $88,290 D: $4,466) known as “Fr. Robert Borchertmeyer Distributions are to be used for the cost of (V: $240,709 D: $12,175) Tuition Assistance Fund”) building maintenance and improvement for Distributions are to be used for the needs, (V: $8,218 D: $416) Scecina Memorial High School, Indianapolis. especially of disadvantaged students, at ­Father Thomas Scecina Memorial High Established to provide tuition aid to families in Scecina Memorial High School – Joe School, Indianapolis. financial need. As stewardship grows, funds Ajamie Donor-Advised Endowment Fund could be used for tuition reduction for Little Scecina Memorial High School – Sister (V: $29,710 D: $1,470) Flower School, Indianapolis. Hortense Endowment Fund Distributions are to be used to supplement SS. Peter and Paul Cathedral Endowment tuition for an incoming senior student(s) (V: $37,100 D: $1,854) Fund who is/are interested in music and other Distributions are to be used to fund tuition (V: $312,384 D: $15,790) extracurricular activities. The recipient(s) assistance for a senior student in need who Established to provide funds for the capital should have and maintain a minimum grade attends Scecina Memorial High School, ­maintenance of SS. Peter and Paul point average of C, express an ­interest in Indianapolis. Cathedral, Indianapolis. music, demonstrate a need for tuition William F. Kuntz – We Care – Scholarship SS. Peter and Paul Cathedral – Blessed ­assistance, and participate in one or more Endowment Fund Sacrament Chapel Endowment Fund extracurricular activities at Scecina ­Memorial (V: $29,727 D: $877) High School, Indianapolis. (V: $9,522 D: $476) Distributions are to be used to award an incoming senior student for their hard work, 13 Indianapolis East Deanery (continued) (Value as of June 30, 2015 - $3,834,339) caring attitude, and caring attitude in the Distributions are to be used to supplement the the cost of education for students at community at Scecina Memorial High School, cost of education for existing students who Scecina, who without this help would not be Indianapolis. without this help would not be able to attend able to attend Scecina Memorial High School, Sister Lavonne Long – Sisters of Saint Scecina Memorial High School, Indianapolis. Indianapolis. Francis Scholarship Endowment Fund Scecina Memorial High School – (V: $11,522 D: $387) Joe McNelis Endowment Fund Distributions are to be used to reward an (V: $17,211 D: $871) incoming freshman as a Presidential Established to help deserving individuals Scholar at Scecina Memorial High School, who would not otherwise be able to attend Indianapolis. Scecina Memorial High School, Indianapolis. Scecina Memorial High School – Scecina Memorial High School – Ray Riley Timothy and Jane McGinley Family Educational Endowment Fund Endowment Fund (V: $248,842 D: $12,586) (V: $138,566 D: $6,964) Distributions are to be used to supplement

V = Value as of June 30, 2015 D = Distributions for FY 2015

Established between July 1, 2014 and June 30, 2015 Scecina Memorial High School, Indianapolis Legacy Planning Opportunities Planned giving is Christian stewardshp offered from the gifts that God has provided you to benefit a parish, school or ministry of your choosing. There are several types of planned giving funds - endowment and donor-advised funds are the two primary. All are designed to meet the needs and desires that you have as a lasting gift. There are planning options for every situation. No gift idea is too small.

During life or through your estate plan, you may provide a gift for immediate use or establish a permanent fund with the Catholic Community Foundation that delivers funds in perpetuity. There are numerous giving opportunities listed below. However, developing personal or unique funds with equitable tax benefits are also options. Please contact the foundation office to discuss your ideas and goals for leaving a legacy and receive the greatest gift of all - the blessings of sharing as the Lord intended. GIFTS OF CASH DEFERRED GIFTS Make checks payable to the Catholic Community Foundation, Bequests Through a Will or Trust: For specific language for and mail to the Foundation office at: 1400 N. Meridian Street, incorporating a gift, contact the Foundation office personally or through Indianapolis, IN 46202-2367. Please note the name of the fund you your attorney or financial advisor. wish to benefit on the memo line of the check. Gift-Income Arrangements: Income for you, your spouse and/or a GIFTS OF STOCK, MUTUAL FUND SHARES & BONDS loved one. There may be significant tax advantages for gifting stock, mutual Charitable Trust: Each year, you and/or someone of your choosing fund shares and bonds. Contact the Foundation office for specific receive a fixed dollar amount or percentage of the predetermined delivery instructions. annual value of the trust. There are many formats to address your planning needs. GIFTS OF LIFE INSURANCE Charitable Gift Annuity: Each year, you or a loved one you choose New or existing policies may be used for charitable gifts. will receive a fixed dollar amount. A portion of the income is tax-free.

GIFTS OF REAL ESTATE Retained Life Estate in a Residence or Farm: You may deed to the Gifts are evalulated and approved in partnership with the Foundation a personal residence or farm and retain the full rights to live Catholic Community Foundation. Contact the Foundation for on the property for your life. special requirements. Retirement Plan Contributions: Gifts of retirement plan assets may GIFTS IN-KIND offer significant tax saings and are an easy way to meet your charitable Gifts of material or equipment require special handling. Contact and estate planning goals and objectives. the Foundation to discuss this opportunity. 14 Indianapolis North Deanery (Value as of June 30, 2015 - $6,830,244)

Bishop Chatard High School – Michael J. Immaculate Heart of Mary for School St. Luke Catholic School Endowment Fund Donahue Endowment Fund Assistance Endowment Fund (V: $219,637 D: $11,145) (V: $22,257 D: $1,126) (V: $176,389 D: $8,429) Distributions are to be used for the general ­ Distributions are to be used to provide tuition Established to meet the general needs operating expenses of St. Luke Catholic assistance to students of Bishop Chatard of ­Immaculate Heart of Mary School, School, Indianapolis. High School, Indianapolis. ­Indianapolis. St. Luke School Maxwell Boncosky Bishop Chatard High School – Richard J. St. Andrew the Apostle Parish Endowment Donor-Advised Endowment Fund Powell Tuition Assistance Fund (V: $77,522 D: $4,038) Endowment Fund (V: $165,564 D: $8,374) Established in memory of David and Kelly (V: $324,061 D: $9,582) Distributions are to be used to finance and Boncosky’s son, Maxwell. A portion of the Distributions are to be used to provide ­tuition develop the educational ministry of distributions are to be used to provide assistance for the students of Bishop Chatard St. Andrew Parish, Indianapolis. scholarships for students attending St. Luke High School, Indianapolis. St. Joan of Arc School Endowment Fund School, Indianapolis, and the remaining ­portion for charitable works. Christ the King Parish Endowment Fund (V: $115,826 D: $0) (V: $402,278 D: $20,005) Distributions are to be used to provide St. Luke School – Albert J. and Christine Distributions are to be used to support ­scholarship funds for students and to ­further M. Hackl Family Endowment Fund Christ the King Parish, Indianapolis. the mission of St. Joan of Arc School, (V: $1,555,883 D: $79,532) Christ the King Catholic School ­Indianapolis. Established by Albert J. and Christine Scecina Memorial High School, Indianapolis Endowment Fund St. Lawrence Church Endowment Fund M. Hackl. Distributions are to be used to ­provide continuing support directly to St. Luke (V: $302,562 D: $15,192) (V: $81,759 D: $3,810) ­Catholic School, Indianapolis. Distributions are to be used to provide an Distributions will be used to provide funds for ­additional source of income for Christ the capital improvements to the church, ­rectory, St. Matthew Church Endowment Fund King School, Indianapolis. parish office building and for liturgical supplies (V: $52,056 D: $0) Immaculate Heart of Mary Parish to support St. Lawrence Church, Indianapolis. Distributions are to be used to provide capital Endowment Fund St. Lawrence – Father Beechem improvements and ongoing stability for St. Matthew Church, Indianapolis. (V: 233,137 D: $11,452) Education Endowment Fund Established by the bequest of Mildred L. (V: $82,354 D: $4,403) St. Matthew School – Sally Holden Bennett. Distributions are for the general Established by a contribution from Rev. McGlinchey Endowment Fund use of Immaculate Heart of Mary Parish, Joseph Beechem. Distributions are to be (V: $385,460 D: $19,870) ­Indianapolis. used to ­support St. Lawrence School, Established to meet the general needs of Diane M. Flora Educational Endowment Indianapolis. St. Matthew Catholic School, Indianapolis. Fund – Operation Read St. Luke Catholic Church Endowment St. Pius X Parish Endowment Fund (V: $94,295 D: $4,975) Fund (V: $964,412 D: $48,418) Distributions shall be used to provide (V: $205,831 D: $10,602) Established to provide funds for the ongoing financial support for Immaculate Heart of Distributions are to be used for the ­general needs of St. Pius X Parish, Indianapolis. Mary Catholic School, Indianapolis, for 2nd, support of St. Luke Catholic Church, St. Pius X School Endowment Fund 3rd or 4th grade students who participate in ­Indianapolis. (V: $310,419 D: $15,776) reading resource, and who have been St. Luke Christian Social Action Established to provide funds for the ongoing formally tested and would benefit from Commission Endowment Fund needs of St. Pius X School, Indianapolis. attending Camp Delafield. (V: $249,928 D: $13,364) St. Pius X School – Shari Vrell Keeler Immaculate Heart of Mary – Sahm-Burns Distributions are to be used for activities of Memorial Endowment Fund Scholarship Endowment Fund the Christian Social Action Commission of (V: $29,332 D: $1,491) (V: $10,920 D: $584) St. Luke Parish, Indianapolis. Distributions are to be used to support Distributions are to be used for scholarships ­teachers in-service or continuing education for graduating eighth grade students at needs at St. Pius X School, Indianapolis. Immaculate Heart of Mary Parish, Indianapolis.

Established between 15 V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 Indianapolis North Deanery (continued) (Value as of June 30, 2015 - $6,830,244)

St. Simon Catholic Community St. Thomas Aquinas School – Alma Mocas St. Thomas Aquinas School – Irene M. Educational Endowment Fund Scholarship Endowment Fund Shors Endowment Fund (V: $319,572 D: $17,086) (V: $133,401 D: $7,025) (V: $315,392 D: $15,953) Distributions are to be used for the total Established to honor Alma Mocas, teacher Established to purchase books, supplies, Catholic education of students, volunteers and educator for more than 20 years at St. staff salaries and other purposes as the and supporters of St. Simon Parish, Thomas Aquinas School. Now retired, she ­governing body shall determine for St. ­Indianapolis. made a significant difference for many pupils. Thomas Aquinas School, Indianapolis. ­Distributions are to be used for scholarships at St. Thomas Aquinas School, Indianapolis. PERSONAL INCOME. It’s easy with a TAX BENEFITS. Charitable CHARITABLE GIFT. Trust A Charitable Trust generates income for you or your loved ones with support going to one or more ministries of your choosing.

Benefits of Charitable Trusts • Make a gift and receive an income • Transition appreciated, low- yielding or property into a beneficial income stream for you or a loved one • Avoid potential capital gains taxation on appreciated property • Enjoy income and tax benefits while fulfilling your unique charitable giving goals Jack O’Neill, St. Luke Parish, Indianapolis 16 Indianapolis South Deanery (Value as of June 30, 2015 - $5,812,488)

Central Catholic School Endowment Fund Church of the Nativity Endowment Fund Our Lady of the Greenwood Parish – The (V: $12,379 D: $662) (V: $11,805 D: $0) Donald L. Mezepella Memorial Endowment Distributions are to be used to provide Distributions are to be used for the use and Fund for Servers ­continuing support for Central Catholic benefit of Nativity of Our Lord Jesus Christ (V: $100,673 D: $5,190) School, Indianapolis. Parish, Indianapolis. Established by the bequest of Gladys Good Shepherd Catholic Church Nativity Educational Assistance Mezepella Burns. Distributions are to benefit Endowment Fund Endowment Fund altar servers include, but are not limited to, tuition assistance at Our Lady of the (V: $152,763 D: $7,705) (V: $213,386 D: $11,399) Greenwood Parish, Greenwood. Distributions are to be used to support Good Distributions are to be used to provide tuition Shepherd Catholic Church, Indianapolis. assistance and religious education programs Our Lady of the Greenwood Parish – The Donald Mezepella Memorial Endowment Holy Name School – Jerry Craney Musical for Nativity School, Indianapolis. Fund for Vocations Scholarship Endowment Fund Our Lady of the Greenwood Parish (V: $22,864 D: $1,221) Endowment Fund (V: $100,673 D: $5,190) Established by the bequest of Gladys Distributions are to be used for annual (V: $5,000 D: $0) ­Mezepella Burns. Distributions are to be used ­scholarships for students who demonstrate Distributions shall be used to provide ongoing to promote vocations at Our Lady of the musical talents and exemplify leadership support for the mission and ministries of Our Greenwood Parish, Greenwood. skills at Holy Name School, Beech Grove. Lady of the Greenwood Parish, Greenwood. Our Lady of the Greenwood Parish – Holy Name School – Mr. and Mrs. Our Lady of the Greenwood Parish – The Gladys Mezepella Burns ­Memorial William F. Kuntz Memorial Scholarship Christian Help Endowment Fund Endowment Fund Endowment Fund (V: $5,033 D: $260) (V: $313,304 D: $12,471) (V: $34,981 D: $1,689) Established by the bequest of Gladys Established by the bequest of Gladys Distributions are to be used to provide Mezepella Burns. Distributions are to be ­Mezepella Burns. Distributions are to be used scholarships to the male and female used for the benefit of the Christian Help, Inc. for the benefit of religious and ­charitable ­recipients of the “Bill Kuntz Citizenship program at Our Lady of Greenwood Parish, purposes of Our Lady of ­Greenwood Parish, Award’’ sponsored by Holy Name Athletic Greenwood. Association and Holy Name School, Greenwood. Our Lady of the Greenwood Parish - Indianapolis. Our Lady of the Greenwood Parish – Youth Evangelization Endowment Fund Holy Name Total Catholic Education Ministry Endowment Fund (V: $79,313 D: $0) Endowment Fund (V: $50,337 D: $2,595) Distributions shall be used to support Established by the bequest of Gladys (V: $227,948 D: $12,188) evangelization efforts at Our Lady of the Mezepella Burns. Distributions are to be Established to fund Catholic education with Greenwood Parish, Greenwood. the primary emphasis on assisting families used for the benefit of the youth ministry pro- Our Lady of the Greenwood Hearts for in need and the secondary emphasis on gram at Our Lady of the Greenwood Parish, Haiti Ministry Endowment Fund strengthening educational resources at Greenwood. Holy Name Parish, Beech Grove. (V: $4,846 D: $256) Our Lady of the Greenwood School Distributions shall be used to help address Holy Rosary Parish Endowment Fund Endowment Fund the educational, nutritional, health and (V: $212,057 D: $10,726) (V: $365,347 D: $18,282) community infrastructure needs of St. George Distributions are to be used to provide Distributions are to be used to provide in Haiti and its associated mountain schools ­continuing support for Our Lady of the the ongoing ordinary and extraordinary and church communities. expenses and provide scholarships for parish ­Greenwood School, Greenwood. Our Lady of the Greenwood Parish – The children as approved by the pastor and parish Roncalli High School Endowment Fund Donald L. Mezepella Memorial Endowment council at Holy Rosary Parish, Indianapolis. Fund (V: $369,178 D: $0) Holy Rosary Parish – John G. Cecil Distributions are to be used for the use and (V: $5,033 D: $260) Memorial Scholarship Endowment Fund benefit of Roncalli High School, Indianapolis. Established by the bequest of Gladys (V: $82,052 D: $4,388) Mezepella Burns. Distributions are to be Distributions are to be used to assist Holy used for the benefit of Our Lady of the Rosary Parish parishioners who wish to Greenwood Parish, Greenwood. ­attend a Catholic high school, Indianapolis. Established between 17 V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 Indianapolis South Deanery (continued) (Value as of June 30, 2015 - $5,812,488)

Roncalli High School – Karl Damon Distributions are to be used to provide Established to provide tuition assistance for Andrews Heart and Soul Memorial ­scholarship money for a Roncalli High School students attending Roncalli High School, Scholarship Endowment Fund student, Indianapolis. Indianapolis. (V: $12,430 D: $649) Roncalli High School – Emily Winters Roncalli High School – Robert E. Ronzi Established in memory of Karl Andrews, who Lipps Young Women’s Scholarship Fund Memorial Scholarship Endowment Fund was an alumnus of the Roncalli High School (V: $16,362 D: $875) (V: $8,228 D: $440) class of 1979. This scholarship in his memory Distributions are to be used to fund Distributions are to be used to provide was started by all who knew and loved him. scholarships for “meritorious, middle-class” scholarship money for a Roncalli High School Distributions are to be used to provide tuition female students from Indiana to defray the student, Indianapolis. assistance to a student at Roncalli High cost of a Roncalli High School education, Roncalli High School – Dick Smith School, Indianapolis. ­Indianapolis. Memorial Scholarship Endowment Fund Roncalli High School – Mike Brewer “Spirit Roncalli High School – Katie Lynch “Live, (V: $4,828 D: $258) of a Lady Rebel” Award Endowment Fund Laugh, Love” Memorial Scholarship Fund Distributions are to be used to provide tuition (V: $8,215 D: $440) (V: $21,266 D: $836) assistance for students attending Roncalli Distributions are to be used to provide Distributions are to be used to provide High School, Indianapolis. ­tuition assistance for a current female junior tuition assistance for a current junior or ­senior Roncalli High School – Robert F. Tully or senior attending Roncalli High School, at Roncalli High School, ­Indianapolis. Endowment Fund Indianapolis. Roncalli High School – Dr. Thomas C. (V: $27,093 D: $1,442) Roncalli High School – Bernard F. Dever Madden Excellence of Performance Award Distributions are to be used to provide tuition Memorial Scholarship Endowment Fund Endowment Fund assistance for students attending Roncalli (V: $38,487 D: $2,032) (V: $5,712 D: $300) High School, Indianapolis. Distributions are to be used to provide Distributions are to be used to provide Roncalli High School – James L. Wells monetary scholarship assistance to a tuition assistance for a current senior at Memorial Scholarship Endowment Fund graduating senior of Roncalli High School, Roncalli High School, Indianapolis for ­college (V: $16,213 D: $856) Indianapolis. tuition. Distributions are to be used to provide Roncalli High School – Martin R. Eckstein Roncalli High School – Josephine Kot monetary scholarship assistance for student Scholarship Endowment Fund Madden Memorial Scholarship applicants to attend Roncalli High School, (V: $30,981 D: $1,652) Endowment Fund Indianapolis. Distributions are to provide tuition ­assistance (V: $31,456 D: $1,664) Roncalli High School Facility Endowment for students attending Roncalli High School, Established to provide scholarship money for Fund Indianapolis. a St. Roch student to attend Roncalli High (V: $277,205 D: $14,750) Roncalli High School – Daniel J. and School, Indianapolis. Distributions are to be used for repairs and Elizabeth Elsner Endowment Fund Roncalli High School – Jennifer McKinney improvements for Roncalli High School, (V: $5,625 D: $304) Memorial Scholarship Endowment Fund Indianapolis. Distributions are to be used to provide funds (V: $4,847 D: $256) Sacred Heart of Jesus Parish Endowment for tuition assistance to students and Distributions are to be used to provide tuition Fund funds for teacher development at Roncalli assistance for a current freshman, sophmore, (V: $144,364 D: $0) High School, Indianapolis. or junior attending Roncalli High School, Distributions are to be used to enhance the Roncalli High School – Tosey Huck Indianapolis. Memorial Scholarship Endowment Fund continued existence of Sacred Heart of Jesus Dick Nalley Memorial Special Needs for Parish, Indianapolis. (V: $32,038 D: $1,709) Roncalli High School Endowment Fund Established from donations in memory of Brother Adrian Wewer Endowment Fund – (V: $9,209 D: $492) Tosey Huck. Distributions are to be used Sacred Heart of Jesus, Indianapolis Established to provide funds for to provide tuition assistance for students (V: $31,514 D: $0) ­programming, equipment and continuing ­attending Roncalli High School, Distributions are to be used to provide for education for the special needs program at Indianapolis. the maintenance and repair of Sacred Heart Roncalli High School, Indianapolis. Roncalli High School – Stanley F. Kern of Jesus, Indianapolis, church and friary Roncalli High School – Jonathan Page Scholarship Endowment Fund structure and interior. Memorial Scholarship Endowment Fund (V: $38,064 D: $1,920) (V: $16,070 D: $857) 18 Indianapolis South Deanery (continued) (Value as of June 30, 2015 - $5,812,488)

St. Barnabas Church Endowment Fund the purpose of continuing its ministry to the St. Mark School – Blanche Kern Library (V: $162,361 D: $0) people of the ­downtown area at St. John Endowment Fund Distributions are to be used to provide Parish, Indianapolis. (V: $49,192 D: $2,594) ­continuing support for St. Barnabas Church, St. Jude Parish Endowment Fund Distributions are to be used to provide Indianapolis. (V: $248,375 D: $0) funds for the library and media center at St. Barnabas Parish – Mel and Ceil Distributions are to be used for the support St. Mark’s School, Indianapolis. Woodard Endowment for CRHP (Christ of St. Jude Parish, Indianapolis. St. Mark the Evangelist – Evan Taylor Renews His Parish) Endowment Fund St. Jude School Endowment Fund Tuition Assistance Endowment Fund (V: $6,145 D: $0) (V: $319,061 D: $0) (V: $6,717 D: $359) Established by the children of Mel and Ceil Distributions are to be used to support Distributions are to be used to provide tuition Woodard in honor of their parents’ 45th St. Jude School, Indianapolis. assistance to students who have shown ­wedding anniversary. Distributions are to be improvement in the areas of effort, faith, St. Mark School Endowment Fund used to ­support the Christ Renews His Parish ­academics, and athletics and exemplify Program at St. Barnabas Parish, Indianapolis. (V: $211,887 D: $11,329) the heart of a champion at St. Mark the Distributions are to be used to provide St. Barnabas School Endowment Fund Evangelist School, Indianapolis. ­continuing support for St. Mark School, St. Patrick Parish Endowment Fund (V: $68,970 D: $0) ­Indianapolis. Distributions are to be used to provide (V: $25,405 D: $0) St. Mark the Evangelist – Molly Cassetty ­continuing support for St. Barnabas School, Established to provide support for the Scholarship Endowment Fund Indianapolis. ­ministries and operations of St. Patrick (V: $18,083 D: $967) St. Barnabas Parish – Rev. John N. Sciarra ­Parish, Indianapolis. Distributions are to be used for scholarships Endowment Fund awarded to St. Mark the Evangelist School St. Roch Parish School Endowment Fund (V: $114,473 D: $5,899) (V: $279,823 D: $0) eighth grade students for merit, work ethic, Established to provide a source of income Distributions are to be used for ­educational stewardship, academic achievement and for curriculum development, maintenance ­programs as determined by the pastor at ­Christian attitude who will continue their and general expenses for St. Roch School, St. Barnabas Parish, Indianapolis. Catholic education at St. Mark the Evangelist Indianapolis. St. John the Evangelist Roman Catholic School, Indianapolis. SS. Francis and Clare Catholic School Parish Endowment Fund St. Mark the Evangelist – Joe Cauchi Endowment Fund (V: $1,102,905 D: $55,160) Scholarship Endowment Fund (V: $25,480 D: $0) Distributions are to be used to provide (V: $24,427 D: $1,306) Distributions are to be used to support ongoing funds to assist in the maintenance Distributions are to be used to provide Catholic education in the parish through and upkeep of St. John Church and rectory in scholarships for involvement in ­stewardship the SS. Francis and Clare School ministry, ­accordance with the 1980 agreement made and service activities for St. Mark the ­ Greenwood. among the Archdiocese of Indianapolis, the Evangelist School, Indianapolis. ­National ­Register of Historic Places and the ­Indiana State Preservation Society for 2015-16 Archdiocese of Indianapolis Seminarians

19 Indianapolis West Deanery (Value as of June 30, 2015 - $6,104,690)

Cardinal Ritter High School – Suzanne Holy Angels School – Rev. Clarence St. Christopher Catholic School Black Caylor Scholarship Waldon and Sr. Gerry O’Laughlin Scholarship Endowment Fund Endowment Fund Endowment Fund (V: $295,796 D: $14,405) (V: $356,881 D: $18,051) (V: $1,026,349 D: $54,817) Distributions are to be used to provide Established by the bequest of Suzanne Distributions are to be used to support ­financial assistance to help parish families Black Caylor. Distributions are to be used salaries of resource teachers specializing in afford a Catholic education for their children to provide an annual scholarship to assist alternative teaching/learning ­methodologies, attending St. Christopher School, worthy ­students who demonstrate financial Holy Angels School, Indianapolis. ­Indianapolis. need at Cardinal Ritter Jr./Sr. High School, Holy Trinity Catholic Church St. Christopher Total Catholic Education Indianapolis. Endowment Fund Endowment Fund Cardinal Ritter Educational Endowment (V: $55,541 D: $2,862) (V: $187,298 D: $9,281) Fund Distributions are to be used for Holy Trinity Distributions are to be used to support (V: $393,921 D: $19,925) Catholic Church, Indianapolis. ­educational ministry for St. Christopher Distributions are to be used for providing Mary Queen of Peace Parish Endowment ­Parish, Indianapolis. tuition assistance (in the form of ­scholarships) Fund St. Gabriel the Archangel Liturgy and for students of Cardinal Ritter Jr./Sr. High (V: $63,643 D: $0) Worship Endowment Fund School, Indianapolis. Distributions are to be used for the support (V: $37,176 D: $1,987) Ritter – Facilities Endowment Fund of Mary Queen of Peace Parish, Danville. Established by the charitable gift annuity of (V: $46,334 D: $2,344) St. Anthony Parish Endowment Fund the late Edward Dreyling. Distributions are to Distributions are to be used to benefit the be used for enhancement and quality of (V: $25,940 D: $921) ­facilities of Cardinal Ritter High School, ­worship/prayer experiences for St. Gabriel Distributions are to be used to provide ­Indianapolis. the Archangel Parish, ­Indianapolis. ongoing support of St. Anthony Parish, Cardinal Ritter High School – Teacher Indianapolis. St. Michael/St. Gabriel Catholic School Performance Program Fund Endowment Fund St. Anthony Catholic School Endowment (V: $19,656 D: $0) Fund (V: $90,417 D: $4,833) Distributions are to be used to fund a Distributions are to be used to provide (V: $57,894 D: $3,096) progressive development and retention ­continuing support of St. Gabriel School, Distributions are to be used to support St. program for faculty. Indianapolis. Anthony School, Indianapolis. Cardinal Ritter High School – Sister Rita St. Malachy Catholic Church Endowment St. Christopher Parish Endowment Fund Vukovic Catholic Education Endowment Fund (V: $1,384,713 D: $43,640) Fund (V: $733,988 D: $32,390) Distributions are to be used to support (V: $43,219 D: $1,720) Established by an anonymous donor. St. Christopher Parish, Indianapolis. Distributions are to be used for financial need ­Distributions are to be used to provide ­funding scholarships for students and support of St. Christopher Parish – Vincent and for the general operations of St. Malachy ­academic programs at Cardinal Ritter High Roberta Welch Memorial Endowment Fund Catholic Church, Brownsburg. School, Indianapolis. (V: $186,012 D: $9,218) St. Malachy Parish for the St. Malachy Holy Angels Parish Endowment Fund Distributions are to be used to provide Haiti Medical Mission Endowment Fund ­enrichment in liturgy for St. Christopher (V: $10,812 D: $0) (V: $167,474 D: $8,423) ­Parish, Indianapolis. Established from the charitable gift ­annuities Distributions are to be used to enhance of the late Rev. Albert Ajamie. Distributions St. Christopher Parish Youth medical treatment, education and child care are to be used to support Holy Angels Parish, Endowment Fund of St. Malachy–Brownsburg Haiti Medical Indianapolis. (V: $155,402 D: $7,613) ­Mission at St. Marguerite Parish in Port Holy Angels Educational Endowment­ Fund Distributions are to be used to experience Margot, Haiti. the joys received through selfless sharing of (V: $77,079 D: $4,111) time, talent, and when possible, assets for the Distributions are to be used initially to ­finance youth of the Catholic community of St. tuition grants for Holy Angels Catholic­ School Christopher Parish, Indianapolis. and subsequently to include any educational endeavor of Holy Angels Parish, Indianapolis. Established between V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 20 Indianapolis West Deanery (continued) (Value as of June 30, 2015 - $6,104,690)

St. Malachy Parish Maintenance Established to train and support lay ­ministers St. Monica School Tuition Grant Endowment Fund for St. Monica Parish, Indianapolis. Endowment Fund (V: $69,512 D: $3,235) St. Monica School – Michael A. Carroll (V: $9,565 D: $511) Distributions are to be used to benefit the Scholarship Endowment Fund Distributions are to be used to provide ­maintenance, repairs and upkeep of (V: $33,368 D: $1,773) ­continuing support for St. Monica School, St. Malachy Parish property and facilities, Established to provide income to support Indianapolis. Brownsburg. scholarship assistance for students ­attending St. Susanna Parish Endowment Fund St. Malachy Catholic School – Jerome W. St. Monica School, Indianapolis. (V: $13,930 D: $705) DeChant Memorial Endowment Fund St. Monica School Steve Commons Distributions are to be used to support (V: $204,989 D: $10,613) Scholarship Fund St. Susanna Parish, Plainfield. Distributions are to be used to help defray (V: $10,853 D: $555) St. Susanna School Endowment Fund general operating expenses using 80 Distributions are to be used to provide (V: $16,747 D: $847) percent for that purpose with the ­balance ­scholarship funds for the student(s) at Established to meet the general needs of to be used for physical education needs at St. Monica School, Indianapolis. St. Susanna School, Plainfield. St. Malachy School, Brownsburg. St. Monica School – Sally Hoffman Hurlbut St. Thomas More – Mooresville, Faith St. Michael the Archangel Parish Scholarship Endowment Fund Formation and Youth Ministries Endowment Fund (V: $14,696 D: $786) Endowment Fund (V: $75,578 D: $3,818) Established to provide scholarship funds for (V: $100,768 D: $5,097) Established to provide long-term funding students in need of financial assistance at Distributions are to be used for adult and of St. Michael the Archangel Parish, St. Monica School, Indianapolis. ­children’s faith formation and/or youth ­ministry Indianapolis. St. Monica School Parent Teacher activities and for the needs of St. Thomas St. Michael the Archangel Educational Organization Endowment Fund More Parish, Mooresville. Endowment Fund (V: $27,734 D: $0) St. Thomas More – Mooresville, (V: $22,543 D: $1,140) Established to provide financial resources to Martha Hedgspeth Family Life Center Distributions are to be used for long-term fund needs, which have been identified by the Endowment Fund funding of St. Michael the Archangel School, Parent Teacher Organization as high priority (V: $82,925 D: $4,194) Indianapolis. needs, but which have not yet been funded Established to provide funds for the ­general St. Monica Parish – Chris M. “Mike” by the school budget at St. Monica School, needs of St. Thomas More Family Life ­Center, Stomoff III Lay Ministry Formation Indianapolis. Mooresville. Endowment Fund (V: $5,937 D: $317) Established between V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 Foundation Feature Mary Schliessmann Having a son serving as a priest in the Archdiocese of Indianapolis, more sure about dedicating their life to Mary Schliessmann is acutely aware of the priest shortage, not just here the priesthood. but also across the country. She and her husband Jack and five children moved around a lot in the early years due to Jack’s work. “I think that theology is very, very important in the discernment process, and that’s where They adopted Indianapolis as their home 44 years ago. She and Jack I thought our legacy should go,” Mary said. often talked about leaving a financial gift to a charity when they passed on, but no steps were ever taken to get that in place. Then, Jack passed Fr. Tom Schliessmann, son of Mary and Jack and away in 2011, and in December 2014 Mary decided to set up an endow- pastor at St. Lawrence Parish in Indianapolis, went to ment dedicated to supporting men in post-graduate theology studies. St. Meinrad Seminary and School of Theology in southern Indiana. He said the long-term hope is that the endowment will build up and “Educating a priest is getting so expensive and it goes up every year,” provide a significant amount of financial help for even one seminarian said Mary, a member of St. Luke Parish in Indianapolis. “A lot of men a year. come out of college with bills to pay and that may hold them back from going on to the seminary.” “It’s not a complicated process to set up endowment,” Mary said. “I hope that it will help us get more priests to take over for those retiring. The endowment is dedicated specifically to supporting theology studies You have to pray for priests and vocations because someday because this step in the discernment process is usually where men are you will need a priest and there won't be one.” 21 New Albany Deanery (Value as of June 30, 2015 - $11,126,258)

Cardinal Ritter Birthplace Foundation Holy Family Church Endowment Fund raise awareness of the quality and value of a Endowment Fund (V: $226,075 D: $10,932) Catholic education. (V: $6,552 D: $0) Distributions are to be used to provide long- Msgr. Louis H. Marchino Memorial Distributions are to be used to further term financial stability for Holy Family Church, Fund for the New Albany Deanery the legacy of Cardinal Ritter Birthplace New Albany. Endowment Fund ­Foundation, New Albany. Holy Family Parish – St. Vincent de Paul (V: $7,834 D: $419) Catholic Cemeteries of New Albany Society Endowment Fund Established by the late Rev. Msgr. Louis Endowment Fund (V: $12,309 D: $0) Marchino primarily for use in promoting (V: $121,924 D: $0) Established from the charitable gift annuity ­devotion to the Blessed Virgin Mary by Distributions are to be used for the upkeep of the late Rev. Msgr. Louis Marchino. spreading information about the rosary and of St. Mary Cemetery and Holy Trinity ­Distributions are to be used primarily to by producing and distributing rosaries, rosary ­Cemetery, New Albany. support the charitable activities of Holy cards of information, pamphlets, cards and books about Mary and cassettes of the Catholic Cemeteries of New Albany – Family Parish – St. Vincent de Paul ­Society, ­recitation of the rosary. Sophia S. McDonald Endowment Fund New Albany. Our Lady of Perpetual Help Catholic (V: $17,086 D: $0) Society of St. Vincent de Paul – Holy Education Endowment Fund Created to provide perpetual care for the Family Parish, New Albany – Chester M. grave of Sophia S. McDonald. Any surplus and Cecelia May Hublar Endowment Fund (V: $236,585 D: $11,967) will be transferred to the general fund of the (V: $5,012 D: $0) Established to provide assistance in Catholic Cemeteries of New Albany. Distributions are to be used to provide ­education to Our Lady of Perpetual Help School, New Albany. Catholic Youth Ministries – New Albany financial support to the Society of St. Vincent Deanery Endowment Fund de Paul of Holy Family Parish in New Albany. Our Lady of Providence Jr./Sr. High School Foundation Endowment Fund (V: $145,108 D: $7,747) Holy Family School Endowment Fund Established by the Catholic community of (V: $180,672 D: $8,897) (V: $90,861 D: $0) ­southern Indiana to benefit youth and young Distributions are to be used to provide Established to meet the general needs of adults through the programs and works ­continuing support of Holy Family School, Our Lady of Providence Jr./Sr. High School, of New Albany Deanery Catholic Youth New Albany. Clarksville. ­Ministries. Ruskin Kitterman Endowment Fund Our Lady of Providence Jr./Sr. High School – St. John Bosco Crisis Endowment Fund C.J. Smith Memorial Endowment Fund (V: $42,178 D: $2,133) (V: $31,386 D: $1,678) Distributions are to be used for the (V: $32,438 D: $0) Established by the family and friends of ­maintenance and care of the cemeteries of Established from the Our Lady of Providence C.J. Smith to fund an annual young adult Most Precious Blood, New Middleton, and Memorial Fund. Distributions are to be used ­fellowship for a young man or woman St. Michael, Dogwood. to provide support for ­need-based tuition assistance at Our Lady of ­Providence Jr./Sr. committed to ­furthering the efforts of Catholic The Bob Leonard Aquinas Center High School, ­Clarksville. Youth ­Ministries in the New Albany Deanery. Catechetical Ministry Endowment Fund Our Lady of Providence Jr./Sr. High School Spirit of Our Catholic Faith – Jan Loi (V: $27,800 D: $1,458) Class Scholarship Endowment Fund Memorial Endowment Fund – New Albany Established as a lasting memorial in honor Deanery CYM of Bob Leonard. Distributions are to be (V: $323,507 D: $0) (V: $23,721 D: $1,085) used to provide support for the ministry of The distributions are to be used for the Distributions are to be used to support the ­Aquinas Center catechetical office in tuition assistance program of Our Lady of the ministry efforts of New Albany Deanery its mission to foster life-long faith formation Providence Jr./Sr. High School, Clarksville. Catholic Youth Ministries, Clarksville. throughout the Catholic community of the Our Lady of Providence Jr./Sr. High Guerin Woods – Sisters of Providence – New Albany Deanery. School – Patrick T. Cody and Shane A. Endowment Fund The New Albany Deanery Endowment Cody Endowment Fund (V: $4,133 D: $209) Fund for Catholic Faith and Education (V: $108,093 D: $0) Distributions shall be used to purchase (V: $134,332 D: $6,795) Distributions are to be used to support tuition religious materials (books, pamphlets, Distributions are to be used to fund ­various assistance or to be used where the need is rosaries, etc.) to be distributed to Catholics ­initiatives in the New Albany Deanery, which the greatest as determined by the president’s living in any nursing home in the New Albany are especially designed to address the administrative team at Our Lady of Deanery. promotion of adult religious education and Providence Jr./Sr. High School, Clarksville. 22 New Albany Deanery (continued) (Value as of June 30, 2015 - $11,126,258)

Our Lady of Providence Jr./Sr. High School Our Lady of Providence Jr./Sr. High School Our Lady of Providence Jr./Sr. High School – Jerry “Butch” Day Memorial Fund – William J. Kaiser and Helen L. Kaiser – Gene “Spider” Murphy Endowment Fund (V: $8,986 D: $481) Endowment Fund (V: $7,293 D: $386) Established in memory of Jerry “Butch” Day, (V: $26,407 D: $0) Distributions are to be used to provide which will annually benefit the boys and girls Distributions are to be used to provide tuition tuition assistance for students attending golf teams at Our Lady of Providence Jr.Sr. assistance for students attending Our Lady of Our Lady of Providence Jr./Sr. High High School, Clarksville. Distributions are Providence Jr./Sr. High School, Clarksville. School, Clarksville. to be used to provide support for the overall Kurt & Dottie ‘72 Kraft and Doug ‘95 and Our Lady of Providence Jr./Sr. High School mission of Our Lady of Providence Jr./Sr. Shannon Kraft Family Endowment Fund – Norma Reynolds Endowment Fund High School, Clarksville. in Honor of Carl and Mary Kay Wolford (V: $28,037 D: $0) Our Lady of Providence Jr./Sr. High (V: $5,478 D: $0) Distributions are to be used to provide School – Todd Denison Memorial Distributions are to be used to support the tuition assistance for students attending Endowment Fund tuition assistance program at Our Lady of Our Lady of Providence Jr./Sr. High (V: $34,773 D: $1,824) Providence Jr./Sr. High School, Clarksville. School, Clarksville. Distributions are to be used to provide a Our Lady of Providence Jr./Sr. High School Our Lady of Providence Jr./Sr. High scholarship to an 8th grade student from Holy – Robert I. Larkin Memorial School – Judy Schepers Scholarship Family Parish in New Albany. Endowment Fund Endowment Fund Our Lady of Providence Jr./Sr. High School (V: $9,970 D: $0) (V: $17,335 D: $0) – Garner Family Scholarship Fund Distributions are to be used to fund an Established from memorial gifts from the (V: $29,937 D: $0) award to a student who has demonstrated July Schepers Family. Distributions are to Distributions are to be used to provide outstanding service to the community at be used to provide financial assistance to a financial assistance to a student with Our Lady of Providence Jr./Sr. High School, student in need from Our Lady of Perpetual demonstrated need attending Our Lady of Clarksville. Help School to continue a faith-filled Providence Jr./Sr. High School, Clarksville. Our Lady of Providence Jr./Sr. High School education at Our Lady of Providence Our Lady of Providence Jr./Sr. High School – John MacLeod Scholarship Fund Jr./Sr. High School, Clarksville. – Gatz Family Endowment Fund (V: $59,631 D: $0) Our Lady of Providence Jr./Sr. High (V: $5,376 D: $287) Distributions are to be used to support the School – Brandon Tevis Memorial Established by Katherine L. Gatz and tuition assistance program at Our Lady of Endowment Fund David J. Gatz in memory of John C. Gatz. Providence Jr./Sr. High School, Clarksville. (V: $5,982 D: $316) Distributions are to be used to provide tuition Msgr. Louis H. Marchino Memorial Distributions are to be used in the form of assistance for students attending Our Lady of Scholarship Fund for Our Lady of an award honoring Brandon Tevis, a student Providence Jr./Sr. High School, Clarksville. Providence Jr./Sr. High School who embodied the Providence spirit, who died suddenly during his sophomore year. The Our Lady of Providene Jr./Sr. High School (V: $62,888 D: $0) award is to be given annually to a student in – Irvin and Gerry Gettelfinger Memorial Established from the remaining balance the Learning Differences Program who Scholarship Endowment Fund of the late Rev. Msgr. Louis Marchino’s makes the most progress in his or her work (V: $26,452 D: $1,414) charitable gift annuity. Distributions are as determined by the Academic Support Established from donations in memory of Irvin to be used to support tuition assistance team staff. The award is not intended to and Gerry Gettelfinger. Distributions are to at Our Lady of Providence Jr./Sr. High School, recognize the highest academic achievement, be used to fund a scholarship for a student Clarksville. but to recognize qualities that do not typically entering his/her senior year at Our Lady of Our Lady of Providence Jr./Sr. High receive recognition, like work ethic and Providence Jr./Sr. High School, Clarksville. School – Martha “Marty” Marlin Memorial perseverance. Students entering their Our Lady of Providence Jr./Sr. High School Scholarship Fund sophomore, junior or senior year are eligible – D. Howard Memorial Scholarship Fund (V: $6,096 D: $0) for the award, which will be presented at the (V: $14,960 D: $0) Distributions are to be used to fund an award Academic Recognition dinner in August for Distributions are to be used to for the for a family with more than one student students attending Our Lady of Providence tuition assistance program of Our Lady of attending Our Lady of Providence Jr./Sr. High Jr./Sr. High School, Clarksville. Providence Jr./Sr. High School, Clarksville. School, Clarksville.

Established between 23 V = Value as of June 30, 2015 D = Distributions for FY 2015 July 1, 2014 and June 30, 2015 New Albany Deanery (continued) (Value as of June 30, 2015 - $11,126,258)

Our Lady of Providence Jr. /Sr. High Sacred Heart of Jesus Parish care for the parish cemetery and if possible, School – Libby Unruh Memorial Endowment Fund care for the adjacent drive and immediate Endowment Fund (V: $1,617,539 D: $81,654) grounds for St. Bernard Parish, DePauw. (V: $60,394 D: $2,853) Distributions are to be used to support Sacred St. Elizabeth’s Catholic Charities Distributions are to be used to provide tuition Heart of Jesus Parish, Jeffersonville. New Albany Endowment Fund assistance for students attending Our Lady of St. Anthony of Padua Catholic Church, (V: $160,826 D: $8,135) Providence Jr./Sr. High School, Clarksville. Clarksville, Inc. Endowment Fund Distributions are to be used to provide a Our Lady of Providence Jr. /Sr. High (V: $5,021 D: $0) source of unrestricted financial assistance for School – John Thomas Williams Distributions shall be used to provide for use in the area of operations and/or capital Scholarship Endowment Fund property and general needs for St. Anthony expenses at St. Elizabeth – Catholic ­Charities (V: $127,014 D: $6,314) of Padua Catholic Church, Clarksville. New Albany. Distributions are to be used to provide tuition St. Anthony of Padua Cemetery St. Francis Xavier Cemetery assistance for students attending Our Lady of Endowment Fund Endowment Fund Providence Jr./Sr. High School, Clarksville. (V: $197,676 D: $10,369) (V: $85,903 D: $0) Our Lady of Providence Jr. /Sr. High Distributions are to be used to provide Distributions are to be used to ensure that School – Carl H. and Mary C. Osbourn ­support for the ongoing maintenance of funds will be available in perpetuity to Wolford Scholarship Fund grounds and ­property and to purchase maintain the St. Francis Xavier Cemetery, (V: $75,797 D: $0) ­additional cemetery land for St. Anthony of ­Henryville. In honor of Archbishop Emeritus Daniel M. Padua Parish, ­Clarksville. St. Francis Xavier Disaster Relief Buechlein, O.S.B. – Endowment established St. Anthony of Padua School Endowment Endowment Fund by Carl H. and Mary C. Osbourn Wolford Fund (V: $99,152 D: $0) on the occasion of Providence Jr./Sr. High (V: $63,911 D: $0) Distributions shall provide support to maintain School’s 60th anniversary. Distributions Established to meet the general needs of disaster relief infrastructure, fund volunteer are to be used to provide tuition assistance St. Anthony of Padua School, Clarksville. groups for disaster relief and the New Albany for senior high school students attending Deanery with Disaster relief efforts. Our Lady of Providence Jr./Sr. High School, St. Augustine Church Endowment Fund St. Francis Xavier Catholic Church Clarksville. (V: $3,969,663 D: $199,687) Endowment Fund Queen of Heaven Cemetery Endowment Distributions are to be used to supplement (V: $4,955 D: $0) Fund the ordinary income of St. Augustine Church, Jeffersonville. Distributions are to provide support for the (V: $316,248 D: $15,996) operational needs of St. Francis Xavier St. Augustine Total Catholic Education Established to fund the maintenance Catholic Church, Henryville. and development of Queen of Heaven and Formation Endowment Fund St. John the Baptist, Starlight – Cemetery Cemetery, Jeffersonville. (V: $43,204 D: $2,185) Endowment Fund Catholic Community of Jeffersonville Established to fund Catholic education with (V: $74,979 D: $0) Endowment Fund primary emphasis on assisting families in need and with secondary emphasis on Established to provide and ensure ­perpetual (V: $412,261 D: $22,045) strengthening parish educational resources care of St. John the Baptist (Starlight) Distributions are to be divided equally. at the New Albany Deanery parochial schools. ­Cemetery, Floyds Knobs. Fifty percent will provide unrestricted support St. John the Baptist Parish – Starlight to Sacred Heart Parish, Jeffersonville and St. Augustine Youth Ministry Endowment Endowment Fund the remaining fifty percent will provide Fund unrestricted support to St. Augustine Parish, (V: $15,698 D: $794) (V: $19,406 D: $0) Jeffersonville. Established to ensure that all youth from the Distributions are to be used to provide for parish ministries at St. John the Baptist Catholic Community of Jeffersonville parish have an opportunity to participate in Catholic Church, Starlight. Haiti School Children Endowment Fund the St. Augustine Youth Ministry Program and that of the larger Church at St. Augustine St. Joseph Cemetery – Corydon (V: $56,644 D: $2,029) Parish, Jeffersonville. Endowment Fund Distributions are to be used to provide educational funds for the children and St. Bernard’s Cemetery Perpetual Care (V: $57,968 D: $2,932) young adults of Haiti — Sacred Heart and Endowment Fund Distributions are to be used for the St. Augustine Parishes, Jeffersonville. (V: $166,167 D: $6,486) ­maintenance and other needs of St. Joseph Distributions are to be used to provide lawn Cemetery, Corydon. 24 New Albany Deanery (continued) (Value as of June 30, 2015 - $11,126,258)

St. Joseph Catholic Church Endowment St. Mary of the Annunciation (Navilleton) St. Michael Church Cemetery Fund Cemetery Endowment Fund Endowment Fund (V: $25,783 D: $1,304) (V: $9,978 D: $0) (V: $20,280 D: $1,084) Distributions are to be used to provide Distributions are to be used for the current Distributions are to be used for providing ­support for the ministries and operations of general needs and the perpetual care of the perpetual care for the St. Michael Church St. Joseph Catholic Church, Corydon. St. Mary of the Annunciation parish cemetery.. Cemetery, Bradford. St. Joseph School Corydon Endowment St. Mary-of-the-Knobs Cemetery St. Michael Parish – Rev. Bernard Fund – Frank and Mildred Ernstberger Endowment Fund Koopman Memorial Scholarship Memorial (V: $211,910 D: $0) Endowment Fund (V: $43,703 D: $2,309) Distributions are to be used to benefit (V: $27,188 D: $1,454) Established to provide tuition, based on St. Mary-of-the-Knobs Cemetery, Established to provide scholarship ­ ­individual student financial needs, at Floyds Knobs. assistance for a graduating senior or one St. Joseph Catholic School, Corydon. St. Mary-of-the-Knobs Church Endowment who had graduated from high school from St. Joseph School – Fr. George Todd Fund St. Michael Parish, Bradford. Memorial Trust Endowment Fund (V: $64,004 D: $3,298) St. Michael Parish – Charles E. & Mary E. (V: $22,867 D: $1,157) Distributions are to be used to benefit Fox Endowment Fund Distributions are to be used for the needs St. Mary-of-the-Knobs Parish, Floyds Knobs. (V: $85,748 D: $0) of the school, especially for helping to pay St. Mary-of-the-Knobs Flower Endowment Distributions are to be used for the general just salaries to its teachers at St. Joseph Fund expenses of St. Michael Parish and School, Corydon. ­congregation, Charlestown. (V: $8,234 D: $424) St. Joseph Hill Catholic Church Distributions are to be used for the purchase St. Michael Cemetery – Everett Rissler Endowment Fund of live flowers on specified dates for Endowment Fund (V: $10,829 D: $0) St. Mary-of-the-Knobs Church, Floyds Knobs. (V: $9,165 D: $490) Distributions are to be used for the general St. Mary-of-the-Knobs Catholic School Distributions are to be used for the care support of St. Joseph Hill Catholic Church, Endowment Fund and maintenance of St. Michael Cemetery, Sellersburg. Corydon. (V: $15,230 D: $785) St. Mary Cemetery Perpetual Care Distributions are to be used to provide St. Paul School Endowment Fund Endowment Fund ­professional management of designated (V: $71,496 D: $0) (V: $185,619 D: $7,949) funds for the benefit of St. Mary-of-the-Knobs Distributions are to be used to provide Distributions are to be used for the care Catholic School, Floyds Knobs. ­continuing support for St. Paul School, and maintenance of St. Mary Cemetery, St. Mary-of-the-Knobs Catholic School ­Sellersburg. Lanesville. Scholarship Endowment Fund St. Peter Cemetery – Harrison County St. Mary Parish Endowment Fund (V: $16,577 D: $854) Endowment Fund (V: $209,363 D: $10,789) Established by the bequest of Iola Rudy. (V: $12,283 D: $621) Distributions are to be used to support Distributions are to be used to provide Distributions are to be used for the St. Mary Parish, Lanesville. ­scholarships to school students to continue ­maintenance and other needs of St. Peter St. Mary Parish Endowment Fund their Catholic education at a Catholic junior/ Cemetery, Harrison County. senior high school and are from St. Mary-of- (V: $109,538 D: $0) the-Knobs Catholic School, Floyds Knobs. Distributions are to be used to supplement the income of St. Mary Parish, New Albany. St. Mary-of-the-Knobs Youth Ministry Scholarship Endowment Fund St. Mary Catholic School New Albany Endowment Fund (V: $8,292 D: $427) Distributions are to be used to provide (V: $200,544 D: $0) scholarships for youth ministry faith Distributions are to be used for the support of formation students to continue their Catholic St. Mary Catholic School, New Albany. education at a Catholic junior/senior high school and are from St. Mary-of-the-Knobs Parish, Floyds Knobs.

25 V = Value as of June 30, 2015 D = Distributions for FY 2015 St. Mary-of-the-Knobs Catholic Church Seymour Deanery (Value as of June 30, 2015 - $5,517,748)

Catholic Community of Columbus the general Haiti humanitarian relief and St. Mary School – Jessie H. Sprickerhoff Capital Improvements Endowment Fund ­sponsorship for the St. Bartholomew ­Parish – Endowment Fund (V: $55,831 D: $0) Haiti twinning program, ­Columbus. (V: $360,452 D: $18,232) Distributions are to be used to fund the St. Bartholomew Sesquicentennial Established by Jessie H. Sprickerhoff to ­maintenance and development of the ­Catholic Memorial Education Endowment Fund provide tuition assistance for the students of Community of Columbus. (V: $156,408 D: $8,190) St. Mary School, North Vernon. Catholic Community of Columbus Distributions are to be used to provide St. Patrick Cemetery Perpetual Care Total Education Endowment Fund grants to support ­creative Catholic ­education Endowment Fund (V: $20,249 D: $0) projects within the Catholic­ Community of (V: $51,315 D: $2,640) Distributions are to be used to provide ­Columbus. Distributions are to be used for the continuing support of total Catholic St. Joseph Cemetery – Jennings County perpetual care of the St. Patrick Catholic education for the Catholic Community Endowment Fund Cemetery, Salem, and other Catholic of Columbus. (V: $105,398 D: $0) cemeteries in Washington County. Prince of Peace Parish Endowment Fund Distributions are to be used to provide and St. Rose of Lima Parish (V: $106,245 D: $5,374) to ensure perpetual care of St. Joseph Endowment Fund Distributions are to be used to provide ­Cemetery, Jennings County. (V: $65,440 D: $3,415) ­support for Prince of Peace Parish, ­Madison. St. Mary Cemetery Endowment Fund Distributions are to be used to assist in St. Ambrose Catholic Church of Seymour (V: $149,917 D: $7,546) ­providing long-term financial stability for Endowment Fund Distributions are to be used for the care and St. Rose of Lima Parish, Franklin. (V: $464,067 D: $21,858) maintenance of St. Mary Cemetery, St. Rose of Lima Catholic School – Anne Established to provide a source of income North Vernon. Ritteman Scholarship Endowment Fund for the operational and capital needs of St. Mary Parish Endowment Fund (V: $14,785 D: $791) St. Ambrose Catholic Church, including (V: $318,715 D: $16,121) Established by Anne Ritteman. Distributions the care and maintenance of St. Ambrose Distributions are to be used to support are to be used to provide a scholarship for ­Catholic Cemetery, Seymour. St. Mary Parish, North Vernon. eighth grade parishioners entering a Catholic high school, with at least a ­cumulative grade St. Ambrose Catholic Religious Education St. Mary Catholic Church – Mary Lee Cull ­average of A, exhibiting deportment and Department of Seymour Endowment Fund Estate - Endowment Fund graduating from St. Rose of Lima School, (V: $58,270 D: $2,947) (V: $1,039,449 D: $52,560) Franklin. Distributions are to be used to assist Established by the bequest of Mary Lee St. Rose of Lima School – Roxanne Sayre those who serve as teachers, by providing Cull. Distributions are to be used to provide Endowment Fund ­education and materials necessary to fulfill ­support for the overall needs of St. Mary their ­positions, in the St. Ambrose Catholic ­Parish, North Vernon. (V: $13,824 D: $739) Religious Education Department, Seymour. Distributions are to be used to assist in St. Mary Parish – Cull Family Memorial providing long-term financial stability for St. Ambrose Catholic School of Seymour Scholarship Endowment Fund Endowment Fund St. Rose of Lima School, Franklin. (V: $63,032 D: $3,344) Fr. Michael Shawe Memorial High School (V: $1,317,393 D: $66,243) Established from the Mary Lee Cull estate. Endowment Fund Distributions are to be used for the Distributions are to be used to provide an general operating expenses of St. Ambrose annual scholarship to any graduating senior (V: $14,960 D: $757) ­Catholic School, Seymour. who is pursuing a vocation to the priesthood Established by a contribution from St. Ann Cemetery – Jennings County or religious life and attended St. Mary School, Rev. Hilary Meny. Distributions are to be used Endowment Fund North Vernon. for the general needs of Fr. Michael Shawe (V: $62,385 D: $0) St. Mary Catholic Church – Mary Lee Cull ­Memorial High School, Madison. Distributions are to be used for providing ­ Estate – Tuition Assistance Endowment perpetual care of St. Ann Cemetery, ­ Fund Jennings County. (V: $1,069,042 D: $54,050) St. Bartholomew Catholic Church Friends Established by the bequest of Mary Lee Cull. of Haiti Fund Distributions are to be used to assist in ­ (V: $10,570 D: $2,800) stabilizing the tuition rates at St. Mary School, Established between Distributions are to be used to provide for North Vernon. July 1, 2014 and June 30, 2015 26 Tell City Deanery (Value as of June 30, 2015 - $197,614)

Catholic Charities Tell City Endowment to a parish priest or parish leader involved in St. Meinrad Parish – Charles X. and Fund parish religious education in Perry County. Bernadette S. Temple Endowment Fund (V: $6,235 D: $0) St. Boniface Parish – Leo M. and Barbara (V: $12,481 D: $0) Distributions are to be used to support the (Waninger) Konerding Family Memorial Distributions are to be used to provide operations of Catholic Charities, Tell City. Endowment Fund general support for St. Meinrad Parish, Catholic Charities Tell City – Table of (V: $13,979 D: $0) St. Meinrad. Blessings Donor-Advised Fund Distributions are to be used to support St. Paul Parish Endowment Fund (V: $5,856 D: $0) St. Boniface Church/Cemetery, Fulda. (V: $11,313 D: $572) Established with agency funds from donor St. Boniface Parish – Oscar and Rita Established to supply support for St. Paul gifts. Distributions are to be used to provide (Konerding) Kunkler Family Memorial Parish, Tell City. funds to sustain the Table of Blessings Endowment Fund St. Pius V Parish – Troy program, allowing funds for large purchases (V: $6,635 D: $0) Endowment Fund of supplies and kitchen equipment for Established through a gift from Rita Mae (V: $26,709 D: $1,351) Catholic Charities, Tell City. (K.) Kunkler. Distributions are to be used to Established to provide a source of income for Holy Cross Parish – St. Croix ­support St. Boniface Church/Cemetery, Fulda. the operational and capital needs of St. Pius Endowment Fund St. Joseph Cemetery – DePauw – V Parish, ­including the care and maintenance (V: $6,993 D: $374) Endowment Fund of St. Pius V Cemetery, Troy. Established from the remaining balance of (V: $39,870 D: $0) Tell City Deanery Endowment Fund Mrs. Catherine Luckett’s charitable gift Established primarily to provide the means (V: $31,535 D: $1,625) ­annuity. Distributions are to be used for the necessary for the care and maintenance of Distributions are to be used to provide support of Holy Cross Parish, St. Croix. St. Joseph Cemetery, DePauw. ­support to the Tell City Deanery, Bristow. Leo and Frances Ray Lutgring Scholarship St. Meinrad Parish Cemetery Endowment Endowment Fund Fund (V: $18,340 D: $928) (V: $17,668 D: $0) Established to provide a yearly educational Distributions are to be used for the upkeep grant for college tuition to a member of a and maintenance of St. Meinrad Parish Established between Catholic parish in Perry County (or) a grant ­Cemetery, St. Meinrad. July 1, 2014 and June 30, 2015

LEGACY S oc ie ty 1,075 Members

Planned giving offers unique opportunities to preserve our faith and create a legacy for future generations of Catholics.

The Legacy Society recognizes individuals who make a sacrificial commitment to theArchdiocese of Indianapolis, a parish, school or archdiocesan ministry through a will, trust or other planned gift.

The following are examples of gifts that qualify individuals for membership in the Legacy Society: (1) a gift through a will or trust, (2) a gift of life insurance and/or (3) a charitable gift annuity. There is no minimum gift requirement.

Members of the Legacy Society: • Have the satisfaction of knowing that they help parishes, schools and ministries be communities of faith and vibrant sources of service. • Are invited to an annual appreciation Mass and reception hosted by the archbishop. • Receive periodic pastoral letters from the Archbishop.

To learn more about how your gift may qualify you for membership in the Legacy Society, contact the Catholic Community Foundation at (800) 382-9836, ext. 1482, 27 email [email protected] or visit www.archindy.org/plannedgiving. All inquiries are confidential. Terre Haute Deanery (Value as of June 30, 2015 - $1,467,092)

Catholic Charities of Terre Haute mission of St. Ann Dental Services Clinic in parishioners who wish to send their children Endowment Fund Terre Haute. to Catholic school at St. Joseph University (V: $18,794 D: $0) St. Benedict Parish Memorial Endowment Parish, Terre Haute. Distributions are to be used to benefit Fund St. Mary Cemetery Armiesburg ­Bethany House, Simeon House, Ryves Hall (V: $73,918 D: $3,952) Endowment Fund Youth Center, Terre Haute Catholic Charities­ Distributions are to be used to supplement (V: $8,467 D: $428) Food Bank, Household ­Furnishings ­Exchange the ordinary income of St. Benedict Parish, Established primarily to provide the means and the free ­Christmas Store. Terre Haute. ­necessary for the care and maintenance Sacred Heart Parish Endowment Fund St. Benedict Parish – Marie Grimley of ­Immaculate Conception Cemetery, (V: $34,885 D: $1,765) Education Endowment Fund ­Montezuma. Distributions are to be used to provide (V: $10,314 D: $551) St. Mary’s Village Church Endowment continuing support for Sacred Heart Parish, Distributions are to be used to provide Fund Clinton. ­scholarships for outstanding students (V: $98,407 D: $0) Sacred Heart of Jesus Church – Terre ­involved in youth ministry and other programs Distributions are to be used to support the Haute Endowment Fund within St. Benedict Parish, Terre Haute. ministries of St. Mary’s Village Church, (V: $155,272 D: $8,002) St. Joseph University Parish Endowment including its outreach ministries, St. Mary-of- Distributions are to be used for the support Fund the-Woods, Indiana. of Sacred Heart of Jesus Church,Terre Haute. (V: $5,246 D: $265) St. Patrick Parish Endowment Fund Sacred Heart Church Terre Haute Distributions are to be used to support the (V: $17,363 D: $695) Endowment Fund – Catholic Order of ­mission and ministries, including repairs, Distributions are to be used to support Foresters Court 1933 ­maintenance and renovation of parish ­families of St. Patrick Parish whose children (V: $12,428 D: $640) ­buildings at St. Joseph University Parish, attend St. Patrick School, Terre Haute. Terre Haute. Established in memory of the members of the St. Patrick School Endowment Fund Catholic Order of Foresters Court No. 1933. St. Joseph University Parish – Terre Haute (V: $488,795 D: $24,163) Distributions are to be used to ­support Sacred Campus Ministries Endowment Fund Established to supplement school income Heart of Jesus Church, Terre Haute. (V: $18,453 D: $933) and assist the school in achievement of Sacred Heart of Jesus School Distributions are to be used to provide ­funding ­long-term goals for the future of the ­children Endowment Fund for campus ministry in the Roman Catholic and community in Terre Haute. tradition at institutions of higher education in (V: $18,072 D: $931) John S. and Kristina Newlin Endowment the Terre Haute area. Distributions are to be used for the general Fund – St. Patrick Catholic School needs of Sacred Heart of Jesus School, The Frances Murphy Fund for Total (V: $4,831 D: $258) Terre Haute. Catholic Education Endowment Fund Distributions are to be used for the tuition St. Ann Dental Services Donor-Advised (V: $24,198 D: $1,222) assistance fund maintained by St. Patrick Fund Distributions are to be used to provide aid Catholic School, Terre Haute. (V: $477,648 D: $120,000) for those parents unable to pay the fees for Distributions are to be used to support the ­ religious education classes and/or to ­support V = Value as of June 30, 2015 D = Distributions for FY 2015 Catholic Charities Terre Haute

28 Ruth Buening 'Farm Girl’ Sets Up Two Endowments to Secure Legacy Plan

Ruth Buening never thought she’d live in the city, but she admits she’s adjusted quite well. Now 40 years in Indianapolis and a member of St. Michael the Archangel Parish, the Indiana University nurse says she’s the happiest girl in the whole USA.

“In the 70s, Donna Fargo had this song, I’m the Happiest Girl in the Whole USA. I used to belt that out all the time,” Buening said with a smile. “Forty five years later, I still find myself singing that. I’ve been very blessed. It’s been a great life.”

Buening grew up on the farmlands of St. Paul, Indiana. She is the fourth youngest of 10 children and recalls only one Sunday in her life as a young girl that she missed Mass and that was when she had the measles. Church and devotion were a big part of her life.

“We worked, we played and we prayed,” she recalls. “We prayed every day – before our meals and after. After our evening meal, we would clear off the table and go into the living room and we all knelt down on the linoleum floor and we prayed the rosary. That was a part of our life, and it made a big impact.”

Today, she beams with pride when talking about her 28 nieces and nephews and “way too many to count” great nieces and nephews. She’s notably proud of her nephew and godson, Matthew Buening, a priest in the Archdiocese of Baltimore who was ordained 12 years ago. She is also the funeral Mass planner at St. Michael, which got her to thinking about planning for her own legacy.

“People don’t think ahead, even when they know their loved one is in the dying process,” Buening said. “It’s very difficult at the last minute to try to pull all of these things together. So I thought I should start that process.”

This year, Buening set up two endowments through the Catholic Community Foundation – the Fr. Matthew T. Buening Pontifical North American College Endowment Fund and the Fr. Maliakkal Varghese Endowment Fund. Ruth Buening The purpose of the Fr. Matt fund is to provide tuition assistance for seminarians St. Michael the Archangel Parish, Indianapolis and priests of the Archdiocese of Indianapolis studying at the Pontifical North American College in Rome. “Fr. Matt studied in Rome and it was a wonderful experience for him,” Buening said of the endowment. “I’m sure it made him a better person and better able to lead Christ’s mission. I hope this endowment does the same for others.”

V = Value as of June 30, 2015 D = Distributions for FY 2015 The Fr. Varghese endowment is directly related to Buening’s life at St. Michael’s. Fr. Varghese was one of the longest serving priests at the parish and was instrumental in spurring the spiritual growth there, Buening said. “He was truly a shepherd of the flock.”

The purpose of the endowment is outlined for each of the three organizations it benefits: for the spiritual needs, quality of worship and prayer, and operations and capital needs of St. Michael the Archangel Church; to help carry out the mission of the Society of St. Vincent DePaul in Indianapolis; and for the education and formation of seminarians and priests serving the archdiocese at Saint Meinrad Seminary.

“It’s all about planning,” Buening said. “The endowments are a part of that planning. They are a part that will grow for infinity. They are well managed and I expect to see them grow so that more and more people can benefit from them.”

29 Financial Statements

Statement of Financial Position As of June 30, 2015 (unaudited) Assets Cash and investments ...... $ 162,854,089 Receivables (net) ...... 4,371,698 Total assets ...... $167,225,787 Liabilities Charitable gift annuities ...... $ 2,142,670 Accounts payable and accrued expenses ...... 5,844 Total liabilities ...... 2,148,514 Net Assets Unrestricted ...... 147,969,370 Temporarily restricted ...... 693,485 Permanently restricted ...... 16,414,418 Total net assets ...... 165,077,273 Total liabilities and net assets ...... $ 167,225,787 Statement of Activities and Change in Net Assets For the year ended June 30, 2015 (unaudited) Revenues Contributions and other ...... $ 5,358,473 Investment return ...... (2,408,069) Total revenues ...... 2,950,404 Expenses Administrative ...... 546,928 Earnings distributions ...... 7,753,371 Total expenses ...... 8,300,299 Change in net assets ...... (5,349,895) Net assets, beginning of year ...... 170,427,168 Net assets, end of year ...... $ 165,077,273

Cash and Investments in Millions of Dollars Asset Allocations as of June 30, 2015 162,854,089 2011 Cash and Investments = $ 170 2014 2015 2007 1.4% PRIVATE EQUITY 160 2013 1.4% CASH 3.6% COMMODITIES 150 2008 2010 2012 7.5% REAL ESTATE 140 2006 29.7% FIXED INCOME 5.6%SMALL CAP 130 2005 2009 EQUITY 120 SECURITIES 110 100 90 18.9% INTERNATIONAL 80 EQUITY SECURITIES 9.0%MID CAP EQUITY 70 SECURITIES 60 10.7% EMERGING DOLLARS (MILLIONS) DOLLARS 12.2% LARGE CAP MARKETS 50 EQUITY SECURITIES 40 30 Fund Performance 20 COMPOSITE -1.7% 10 EQUITY -0.2% 0 FIXED INCOME -1.9% Catholic Community Foundation, Inc. 30 Officers of the Board Chairman Vice President Treasurer Most Reverend Joseph W. Tobin, C.Ss.R. Dr. Marilyn Faulkenburg, Ed.D. Brian Burkert Archbishop of Indianapolis Professor, Graduate Studies Chief Financial Officer Sullivan University Archdiocese of Indianapolis Msgr. William F. Stumpf Louisville Vicar General and Moderator of the Curia Immediate Past President Archdiocese of Indianapolis Secretary Steven B. Stapleton, CIMA, CFP Christine Vujovich Vice President/Wealth Advisor President Retired Stapleton Fox Group Morgan Stanley Lance A. Lyday, CFP Cummins, Inc. Indianapolis President and Owner Columbus Harbour Wealth Partners Staff Liaison Indianapolis Ellen Brunner, Director Catholic Communitiy Foundation Archdiocese of Indianapolis

Board of Trustees O. Earl Elliott, CPA Gary L. Libs John S. “Jay” Mercer President Chairman and Chief Executive Officer Attorney at Law Sackrider & Company, Inc. Libs Paving Company, Inc. Mercer Belanger Terre Haute Floyds Knobs Jolinda Moore Darrell Gossett Advisors to the Board and Staff Director for Stewardship & Development Chairman and CEO Joanna S. Feltz, J.D. Archdiocese of Indianapolis ERMCO Electrical & Systems Contractor Director of Planned Giving Indianapolis Archdiocese of Indianapolis Greg Otolski Executive Director for Communications Greg Hahn James S. Laudick, CPA Archdiocese of Indianapolis Attorney at Law/Partner Partner / Regional Tax Director Bose McKinney & Evans LLP BKD, LLP Indianapolis Indianapolis

Endowment Committee Chairman Darrell Gossett Christine Vujovich James S. Laudick, CPA Chairman and CEO Retired Partner / Regional Tax Director ERMCO Electrical & Systems Contractor Cummins, Inc. BKD, LLP Indianapolis Columbus Indianapolis Gary L. Libs Staff Liaison Dr. Marilyn Faulkenburg, Ed.D. Chairman and Chief Executive Officer Ellen Brunner, Director Professor, Graduate Studies Libs Paving Company, Inc. Catholic Community Foundation Sullivan University Floyds Knobs Archdiocese of Indianapolis Louisville

31 Investment Committee Chairman Daniel DeBard Msgr. William Stumpf Patrick F. Carr Principal Vicar General Senior Vice President & CFO Wealth Strategies Moderator of the Curia Golden Rule Insurance Company Terre Haute Archdiocese of Indianapolis Indianapolis John Quinn Brian Burkert L. H. Bayley Consultant Chief Financial Officer Chairman Indianapolis Archdiocese of Indianapolis David A. Noyes & Co. Indianapolis Jerry D. Semler Chris Bramble, CPA Chairman Emeritus Archdiocese of Indianapolis Vincent C. Caponi OneAmerica Financial Partners, Inc. Senior Vice President Indianapolis Ascension Health Alliance Indianapolis Steven B. Stapleton, CIMA, CFP Vice President / Wealth Advisor Beth Correll Stapleton Fox Group Morgan Stanley Vice President, Private Client Services Indianapolis David A. Noyes & Co. Indianapolis Planned Giving Committee Chairman Paul J. Corsaro Greg Hahn Lance A. Lyday, CFP Partner Attorney at Law/Partner President and Owner Ice Miller LLP Bose McKinney and Evans LLP Harbour Wealth Partners Indianapolis Indianapolis Indianapolis O. Earl Elliott, CPA Thomas J. Sponsel, CPA, ABV, CVA, CFF Robert L. Barlow, II President Partner Attorney at Law Sackrider & Company, Inc. Sponsel CPA Group Barlow Law Office Terre Haute Indianapolis Madison Staff Liaison Joanna S. Feltz, J.D. Director of Planned Giving Archdiocese of Indianapolis

32 Your CCF Team

Msgr. William Stumpf Vicar General Moderator of the Curia Archdiocese of Indianapolis Ellen Brunner Director Brian Burkert (bottom right) Chief Financial Officer Archdiocese of Indianapolis Joanna S. Feltz, J.D. Director of Planned Giving Chris Bramble, CPA (bottom left) Archdiocese of Indianapolis Melanie Johnson CCF Finance Administrator Stock Gift Specialist (bottom center)

Mary Shepherd Administrative Assistant (top)

Greg Hahn Attorney at Law/Partner Bose McKinney and Evans LLP Search our website for education materials and resources Indianapolis to help you in your legacy planning process. Thomas J. Sponsel, CPA, ABV, CVA, CFF Partner www.archindy.org/CCF Sponsel CPA Group Indianapolis Staff Liaison Joanna S. Feltz, J.D. Director of Planned Giving Archdiocese of Indianapolis The Catholic Community Foundation shares legacy planning stories through our Planning Pathways videos. Log on to watch them at www.archindy.org/CCF/videos.

33 Jack O'Neill Charitable Remainder Trust Keeps 90-Year-Old Active

He’s part of the Greatest Generation. His story is like so many young men who were 17 in 1943. The war was going on and they wanted a chance to serve their country.

Muncie native Jack O’Neill wanted to be a Navy pilot. He signed up, but was told he likely wouldn’t be called until he was 20 or 21. The family didn’t have any money, so he went to work as a helper on a Coke truck.

“Then August came along and the Navy called me,” O’Neill said. “I was 17 years old. I didn’t even shave yet.”

Through a series of twists and turns, O’Neill never did get to be a Navy pilot. He was at the point of getting his wings when the war ended in Europe. At the time the news came in, he was in downtown Chicago.

“Everybody kissed everybody,” he said. “It was crazy.”

O’Neill left the Navy and went to college, graduating from Purdue University in 1950 with a degree in metallurgic engineering. He started his first job on February 5, 1950. He has no trouble remembering that date, but admits he’s not very good remembering names anymore. In October this year, O’Neill will be 90 years old. He attributes his long life to clean living – and an occasional smoke on his pipe.

O’Neill has seen a lot of changes in his years – in the world and the Catholic Church. While raised Catholic, he fell away from the Church for a long time. But he’s back now and goes to Mass at St. Luke Parish in Indianapolis every Sunday morning at 7:30.

“I really thought a lot of Fr. [Paul] Courtney,” O’Neill said of the founder of St. Luke Catholic Church. “He was such a positive influence on me and my family that I established a trust. I wanted to do something with a charity and have a way to save for the future. So in 1997, I established a Charitable Remainder Trust.”

The CRT is divided equally between a charitable cause important to him and St. Luke’s, which is managed by the Catholic Community Foundation. Jack O’Neill It’s maintained its worth over the years, O’Neill said, and earning far more St. Luke Parish, Indianapolis than a savings account would have. “I haven’t had one thing to worry about because it was set up with the right investments,” he said. “It was very easy and it’s been great. I’m getting about $6,000 a quarter now, but it’s been as high as $9,000 a quarter.”

O’Neill advises to think of legacy planning early, or at the earliest time that’s comfortable.

“I should have done more at the time I started it, but I didn’t know. The key is making the decision to do something at the time that is right for you,” he said. “I have no regrets. My time’s too short to be sitting around with regrets.

“But I’m sure glad I did it and it’s been helpful to me,” O’Neill said. “Hopefully, it will be helpful to Saint Luke’s, too.”

34 Values Based Planning: A Roadmap to Guide You Down the Right Path

VALUES BASED PLANNING

Develop list of Identify people your items - financial and organizations and sentimental important to you

Contact the Catholic Community Foundation to discuss options for meeting your planning goals

Identify ministries Identify loved ones you important to you. Vocations, would like to support parish work, Catholic Charities, Catholic schools

Jack O’Neill St. Luke Parish, Indianapolis Support for education, Support that continues personal care and other Gifts of specific assets beyond your lifetime, ongoing needs in perpetuity

Utilizing planning strategies that provide income and tax Support that is a benefits; income for loved one-time gift ones and support to ministry work

35 You can take nothing from this world, but you can leave something behind - something that will continue to do good. Most Reverend Joseph W. Tobin, C.Ss.R. “ Archbishop of Indianapolis “ Catholic Community Foundation, Inc. Office of Stewardship and Development 1400 N. Meridian Street · Indianapolis, IN 46202 317-236-1482 · 1-800-382-9836, ext. 1482 · www.archindy.org/CCF Copyright © 2015 Archdiocese of Indianapolis