Your charitable giving can also have eternal life.

FY 2017 ANNUAL REPORT For God. For Others. Forever.

Like the Holy Trinity, the Catholic Community Foundation’s new tagline has three parts. “For God” refers to the fact that legacy giving is a way to honor God. “For Others” refers to our Christian duty to serve others. And “Forever” refers to the enduring and everlasting nature of endowment funds. Collectively, these three elements provide an excellent summation of the Catholic Community Foundation and its purpose in our Archdiocese. Table of Contents

Letter to the Community 2 Foundation Funds 3-32

Archdiocesan Endowment Funds 3 Map of the Archdiocese 7 Archdiocesan Parish, School, Agency Endowment and Philanthropic Funds 8 Batesville Deanery 10 Bloomington Deanery 13 Connersville Deanery 14 Indianapolis East Deanery 15 Indianapolis North Deanery 18 Indianapolis South Deanery 20 Indianapolis West Deanery 23 New Albany Deanery 25 Seymour Deanery 30 Tell City Deanery 31 Terre Haute Deanery 32

Financial Statements 33 How Assets Are Invested for the Catholic Community Foundation 34 Boards and Committees 35 30 Things to Know About the Catholic Community Foundation 36

SPECIAL FEATURES

Catholic Community Foundation Timeline 4 Retired Priest Gives Back to the Areas He Served 17 Small Endowment Distributions Fulfill the Response to Catholic Social Teaching 28

1 Letter to the Community

Dear Brothers and Sisters in Christ:

My short time as shepherd of the Archdiocese of Indianapolis has been filled with countless blessings. I’m particularly grateful for the many people I’ve met who care so deeply about advancing the mission of the Church in central and southern Indiana. For 30 years, the Catholic Community Foundation has been a trusted partner guiding your generosity and support for important parish and archdiocesan ministries.

Generous people in the Archdiocese have helped our foundation’s net assets increase to more than $179 million in the fiscal year ending June 30, 2017. More than $7.2 million was distributed to parishes, schools, cemeteries, and ministry agencies during the year. Since its inception in 1987, the Catholic Community Foundation has distributed more than $112.7 million from endowments for ministry.

Each year, we continue to increase the number of endowments, and more people are choosing the Catholic Community Foundation to steward their gifts of legacy. The foundation added 13 new endowments this past year. Today, 479 funds meet almost every ministry need of our archdiocese, ranging from Catholic education and lifelong faith formation to retirement benefits for priests and helping those most in need through our Catholic Charities agencies.

The foundation staff is ready to help you plan and meet your charitable giving objectives by offering a variety of choices in how you can make your generosity felt throughout the archdiocese. They do so through endowment funding, donor-advised funds, planned gifts, and other ways in which you can remember unique interests with your parish or other ministry programs.

Thank you for sustaining the good works noted in this annual report in support of proclaiming and establishing the Kingdom of God in our Archdiocese. And thank you to those of you who will take the important step of planned giving during this coming year. The Catholic Community Foundation is honored to oversee your legacy.

May the Lord bless you! With assurance of my prayers and best wishes, I remain

Sincerely yours in Christ,

Most Reverend Charles C. Thompson Archbishop of Indianapolis

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

2 Value as of June 30, 2017 - $108,266,434

Archdiocesan Endowment Funds

A Generation of Hope Youth, Indianapolis Archdiocesan Priests’ Retirement and Benefit Distributions are to be used to support capital (V: $27,549 D: $1,395) Endowment Fund projects throughout the Archdiocese of ­Indianapolis Distributions are to be used to provide scholarship (V: $3,503,918 D: $170,898) as matching grants or outright awards to projects money for youth throughout the archdiocese who are Established to provide for retirement, health care selected through the ­combined grant review process in need of financial assistance to attend programs that and other benefits for priests of the ­Archdiocese of for distributions of Home Mission, Growth and build leadership skills and spirituality. Indianapolis. Development and James P. Scott Endowment Funds. Celeste and Norbert Ankenbrock-St. Joseph Archdiocesan Total Catholic Education Bruns-Wickens Family Fund for Seminarians and Cemetery Endowment Fund, Indianapolis Endowment Fund Priestly Education (V: $101,890 D: $4,993) (V: $2,484,442 D: $120,540) (V: $65,167 D: $3,300) Distributions are to be used only for charitable, Established from the bequest of Dolores Rizza. Established by the late Archbishop Edward T. O’Meara. educational, religious, scientific, humanitarian Distributions are to be used to provide maintenance Distributions are to be used to benefit total Catholic and cultural needs as ­approved by and ­consistent with and ensure perpetual care of St. Joseph Cemetery in ­education in the ­Archdiocese of Indianapolis. the expressed purposes of the Catholic Community Indianapolis. Archdiocesan Growth and Foundation, Inc. Archbishop’s Endowment Fund Expansion Fund (V: $3,225,017 D: $156,288) Bishop Simon Bruté College Seminary (V: $5,908,405 D: $257,027) Endowment Fund Distributions are to be used to support the growth Established by the bequest of the Rev. James J. of parish, school and agency ministries in the (V: $528,591 D: $12,280) ­Sweeney. Distributions are to be used for the general Archdiocese of Indianapolis. Distributions are to be used to support the operations use of the ­archdiocese as directed by the archbishop of the Bishop Simon Bruté ­College Seminary for the after consultation with the chancery staff. Archdiocesan Infrastructure Expendable Fund ­formation of ­college men for the Roman Catholic Archdiocesan Donor-Advised Reserve for (V: $832,554 D: $0) ­priesthood who attend the Bishop Simon Bruté Employee Benefits Fund Distributions shall provide support for the College Seminary, Indianapolis. infrastructure needs of the Roman Catholic (V: $12,235,712 D: $594,655) Building Communities of Hope – Archdiocese of Indianapolis and its ministries. Distributions are to be used for future health care John P. Hofer Scholars’ Endowment Fund costs incurred by employees of ­parishes, schools and Archdiocese of Indianapolis Lay Employee (V: $118,159 D: $5,753) agencies of the ­Archdiocese of Indianapolis. Benefits Fund Established by the late John P. Hofer. ­Distributions are to be used primarily to provide financial aid for low- The Mary Margaret and John F. Lynch (V: $20,071,208 D: $974,788) Endowment Fund for Archdiocesan Center-City Distributions are to be used to provide and enhance income children to attend center-city Catholic schools. ­benefits for employees working in the parishes, schools Schools Rev. Noah J. Casey Endowment Fund for the and agencies of the Archdiocese of Indianapolis. (V: $11,429 D: $579) Ministry of Spiritual Direction Established from the real estate of Mr. and Mrs. John F. Archdiocesan Ministry Priority Expendable Fund (V: $12,636 D: $608) Lynch. Distributions are to be used to provide financial (V: $625,059 D: $5,000) Distributions shall provide assistance with the training ­assistance for center-city students. Distributions shall provide support for the ministry of spiritual directors and to support the process of those seeking spiritual direction to qualified directors Archdiocesan Home Missions Endowment Fund priorities of the Roman Catholic Archdiocese of Indianapolis and its ministries. in the Archdiocese of Indianapolis. (V: $4,512,260 D: $213,842) Established through the proceeds of the Legacy Archdiocese of Indianapolis Property Insurance Catholic Cemeteries Association of Hope Campaign. Distributions are to be used to Reserve Donor-Advised Fund Perpetual Care Endowment Fund support home mission needs in the Archdiocese of (V: $11,298,778 D: $0) (V: $3,027,128 D: $133,573) Indianapolis. Distributions are to be used to support the property Distributions are to be used to maintain the insurance claims incurred by the parishes, agencies cemeteries in perpetuity. Archdiocesan Office of Pro-Life Activities and schools of the ­Archdiocese of Indianapolis. Endowment Fund Catholic Charities of the Archdiocese (V: $32,937 D: $1,604) Archdiocese of Indianapolis James P. Scott of Indianapolis Endowment Fund Distributions are to be used to promote ­archdiocesan Capital Improvement Endowment Fund (V: $983,829 D: $49,818) pro-life activities. (V: $5,414,901 D: $264,041) Distributions are to be used to support the programs

3 Established between July 1, 2016 and June 30, 2017 V = Value as of June 30, 2017 D = Distributions for FY 2017 ARCHDIOCESAN ENDOWMENT FUNDS (CONTINUED) and works of Catholic Charities of the Archdiocese of Mary Lynn Cavanaugh Endowment Fund for The John F. Fink – Indianapolis and its member agencies. Special Religious Development (SPRED) Criterion Endowment Fund (V: $50,777 D: $0) Catholic Educator Formation (V: $10,804 D: $404) Distributions are to be used to provide funds for Endowment Fund Distributions shall provide financial support for continuing education for The Criterion staff members the Archdiocese of Indianapolis Special Religious (V: $934,839 D: $45,518) as well as a stipend in the form of a scholarship for a Development (SPRED) program and its related activities. Distributions are to be used to fund the ­archdiocesan college intern to support the work of The Criterion. share of the cost of ­professional courses in religion Sr. Nancy Crowder Endowment Fund for Holy Albert J. and Christine M. Hackl Family for Catholic school ­educators and parish catechists in Family Shelter Services partnership with the individuals and the Catholic colleges. Endowment for Catholic Charities/Social (V: $13,652 D: $665) Services Catholic Social Services of Indianapolis Distributions are to be used to provide services and support (V: $3,504,986 D: $176,243) Endowment Fund solely for homeless families at Holy Family Shelter. Established by Albert J. and Christine M. Hackl. (V: $308,193 D: $9,425) Distributions are to be used to provide relief to the poor, Distributions are to be used to support the programs Fr. Martin Dusseau Memorial Fund for Seminarian the distressed and the ­underprivileged. Its primary Education at Saint Meinrad Endowment Fund and works of Catholic Social Services of ­Indianapolis. objective is to ­provide assistance such as food, shelter, (V: $142,349 D: $7,146) ­clothing and medical care to such individuals. Catholic Urban School Consortium Distributions are to be used for the education of Donor-Advised Fund Albert J. and Christine M. Hackl Family seminarians at Saint Meinrad Seminary for the Endowment for Archdiocesan Catholic Schools (V: $247,018 D: $12,508) Archdiocese of Indianapolis. and Pastoral Education Distributions are to be used to provide funds for the Fatima Retreat House Endowment Fund (V: $8,908,246 D: $447,938) general operating expenses of ­center-city schools. The Established by Albert J. and Christine M. Hackl. consortium was ­created to ensure that urban children (V: $363,152 D: $17,682) Distributions are to be used to support needs directly will ­continue to be offered a quality, ­faith-based Established by an anonymous donor. associated with Catholic education, the formation of ­primary school education and to help the children Distributions are to be used for the purpose of pastoral leaders, priestly and pastoral retirement, break the cycle of poverty in ­Indianapolis. providing support for Fatima Retreat House. pro-life ­education and other such needs in support of

1995 1991

CCF adopts the theme “Be an 1987 Robert Giczewski Angel Forever” to reflect the ability – first Executive to give a gift that lasts forever. 1996 Director of CCF. Articles of 1993 Incorporation signed Publication of newsletter – by Rev. Msgr. Gerald “Partners in Planning.” A. Gettelfinger. Board of Trustees grows to 25. Total assets exceed $15 million.

1989 Catholic Community Foundation

CCF began establishing endowment funds – 10 totaling over $991,000. Timeline

4 Established between July 1, 2016 and June 30, 2017 Catholic ­education as shall be determined from time pay all tuition, room and board for any lay person Established by the late Dr. Robert F. Nagan and Dete to time by the Archbishop of Indianapolis. whom the archdiocese may want in the future to Nagan. Distributions are to be used primarily for obtain a degree in canon law. the education of seminarians who will serve the John P. Hofer Endowment Fund for Holy Archdiocese of Indianapolis. Family Shelter Lay Ministry Education Endowment Fund (V: $61,557 D: $3,117) (V: $1,173,229 D: $57,093) Next Step Endowment Fund Established by the late John P. Hofer. Distributions are to be used for the ­education and (V: $30,085 D: $1,465) Distributions are to be used primarily to provide formation of lay ministers for the ­Archdiocese of Distributions are to be used to provide funds to unrestricted financial support for the general use of Indianapolis. Catholic secondary schools for financial aid to Holy Family Shelter. low-income children. Making a Difference Endowment Fund Holy Family Shelter Endowment Fund of Catholic (V: $8,735,989 D: $422,018) Opportunity Endowment Fund Social Services Established by a bequest from the estate of Rev. Msgr. (V: $2,238,100 D: $108,649) (V: $749,101 D: $36,609) Raymond T. Bosler to provide funds for low-income Distributions are to be used to provide funds to elementary Distributions are to be used to provide services and support children to attend center-city Catholic grade schools in schools for financial aid to low-income children attending solely for homeless families at Holy Family Shelter. Indianapolis. schools in the Archdiocese of Indianapolis. Holy Family Shelter Unrestricted Mother Theodore Catholic Academies Priests’ Retirement Apartments at St. Paul Endowment Fund Endowment Fund Hermitage Endowment Fund (V: $37,175 D: $1,706) (V: $141,666 D: $5,996) (V: $52,733 D: $2,670) Distributions are to be used to provide services and support Distributions are to be used to defray the Established from a bequest by Charles ­Bledsoe. solely for homeless families at Holy Family Shelter. cost of teaching salaries for Mother Theodore Catholic Distributions are to be used to ­support Priests’ Retirement Academies, Indianapolis. Apartments at St. Paul Hermitage, Beech Grove. Charles P. Koster Metropolitan Tribunal Endowment Fund The Dr. Robert F. Nagan and Dete Nagan Queen and Divine Mercy Center Endowment Fund (V: $4,134 D: $209) Endowment Fund (V: $1,021,504 D: $40,340) Distributions are to be used to help pay tuition or to (V: $24,964 D: $1,264) Distributions are to be used for the general use of

2000 2017

1997 Funding three endowment funds through the CCF, the Hackl Family 2011 Thirty years old, CCF funds are the largest endowment is the third largest U.S. Catholic foundation, Number of endowments gifts in Archdiocesan history. The Archdiocese receives having distributed more grows to 178; total assets The Legacy Society reaches than $112.7 million. reach over $30 million. 1,000 members. the largest estate gift in its history - $7.5 million unrestricted gift from the 2001 estate of James P. Scott.

The Total Catholic Education Endowment has 1998 distributed in 12 years an amount equal to the original principal in the fund ($500,000) and 2012 has grown to five times its original value. Charitable gift annuities reach $1 million. Number of endowments grows to 407; total assets climb to over $137 million.

5 V = Value as of June 30, 2017 D = Distributions for FY 2017 ARCHDIOCESAN ENDOWMENT FUNDS (CONTINUED)

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 fundraising programs.

TO MAXIMIZE return on investments consistent with Catholic values and sound investment practices.

the Archdiocese of Indianapolis as directed by the Archdiocese of Indianapolis. Fr. Joseph B. Sheets Seminarian Archbishop or his designee. Endowment Fund The Jack T. and Mary A. Schliessmann Family Richardson/Harrison Family Endowment Fund for Seminarian Studies (V: $8,299 D: $420) Endowment Fund Distributions are to be used for the education of future (V: $50,647 D: $0) priests who will serve the Archdiocese of Indianapolis. (V: $61,746 D: $2,397) Distributions are to provide scholarship support Distributions are to be used to support the works (costs go toward tuition, materials, living, etc.) for Mel and Ceil Woodard Endowment for the in support of families of Catholic Social Services, postgraduate seminarians who will serve ministries of Promotion of Priestly Vocations Indianapolis. the Archdiocese of Indianapolis. (V: $6,850 D: $0) Pope Paul VI Deacon Formation Seminarian Formation Endowment Fund Established by the children of Mel and Ceil Woodward Endowment Fund in honor of their parents’ 45th wedding anniversary. (V: $118,726 D: $5,906) Distributions are to be used to support the promotion of (V: $11,680 D: $482) Established to provide the archdiocesan Office of priestly vocations for the Archdiocese of Indianapolis. Distributions are to provide funds to meet the general Vocations with funds to assist with the education and needs of the Office of Deacon Formation, Indianapolis. formation of seminarians studying for the Archdiocese Archdiocese of Indianapolis - The Society of Indianapolis. for the Propagation of the Faith Fund Rev. Augustine J. Sansone Endowment Fund (V: $1,818,985 D: $16,667) Seminarians Education Endowment Fund (V: $16,229 D: $0) To provide support for charitable purposes specifically Established by Mr. and Mrs. August (Gus) Stinnett (V: $1,667,323 D: $83,918) “to the use of those Nuns working in the mission” in to memorialize the life and priestly ­service of Rev. Established by the late Archbishop Edward T. furtherance of its religious, charitable, educational and Augustine J. Sansone (62 years). Distributions are to O’Meara primarily to provide financial ­assistance scientific purposes, directly or indirectly by distributions be used to provide tuition assistance for educating for the education of seminarians who will serve the by the Foundation and consistent with the exempt and training future archdiocesan priests who attend Archdiocese of ­Indianapolis. Distributions also are to purposes of the Foundation. the Bishop Simon Bruté College Seminary while be used to develop programs at the archdiocesan, attending Marian University. deanery and parish levels to generate an interest in Supportive Housing Endowment Fund for vocations and assist pastors and their parish leaders Holy Family Shelter/Catholic Social Services The Scherschel Family Donor-Advised in identifying future seminarian candidates. – Indianapolis Endowment Fund for Vocation Support Established by Greg and Peggy Scherschel Semler Family Fund for Seminarian Education (V: $422,618 D: $20,578) (V: $8,739 D: $0) Endowment Fund Distributions are to be used to provide financial support restricted for the use of the supportive- Distributions are to be used to provide ­members of (V: $298,770 D: $14,538) housing-for-families project of Holy Family Shelter the extended Scherschel family nationwide and their Distributions are to be used to support seminarians of and Catholic Social Services, Indianapolis. friends a meaningful way to assist in the religious the Archdiocese of ­Indianapolis. formation of priests, religious and lay ministers in the

6 Established between July 1, 2016 and June 30, 2017 Map of the Archdiocese

The Roman Catholic Archdiocese of Indianapolis comprises 129 parishes, 68 schools, six Catholic Charities agencies and many offices of ministry across 39 counties in central and southern Indiana, covering a total area of 13,757 square miles. Deaneries of the Archdiocese Indianapolis North Deanery Batesville Deanery Seymour Deanery Indianapolis East Deanery Bloomington Deanery Tell City Deanery Indianapolis South Deanery Connersville Deanery Terre Haute Deanery Indianapolis West Deanery New Albany 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?

A permanent and perpetual savings tool started by ministries or individual donors that specifically aligns with meeting donor passions.

7 Value as of June 30, 2017 - $1,943,110 Archdiocesan Parish, School, Agency Endowment and Philanthropic Funds

BMW Constructors, Inc. Philanthropic Fund Catholic Youth Organization Facilities Rental The John & Melissa Duffy (V: $4,611 D: $0) Endowment Fund Donor-Advised Fund Established by BMW Constructors, Inc. (V: $349,587 D: $0) (V: $6,524 D: $15,000) Distributions are to be used by the ­foundation to Distributions are to be used by Catholic Youth Distributions are to be used to meet broad, general further its religious, charitable, educational and Organization (CYO) for the rental of athletic facilities purposes on an as-needed basis as determined by the scientific purposes. The donor may submit written needed for CYO programs, ­Indianapolis. named fund advisors. advisory recommendations to the foundation regarding the use of the fund or the distribution of Catholic Youth Organization – Thomas C. Fulner Donor-Advised Fund income from and/or the principal of the fund. Sahm-Kuntz Legacy Endowment Fund (V: $101,160 D: $0) (V: $450,763 D: $19,364) Distributions are to be used to support ministries Phillip J. Bickle Memorial Donor-Advised Fund and charitable organizations as d­etermined by Established from personal and corporate sponsorships. (V: $55,028 D: $0) Marilyn Fulner. Distributions are to support Catholic ministries as Distributions are to be used to provide for operations advised by Cathy Bickle. and to ensure sustainability of the Catholic Youth Steven and Anne Gaylord Family Organization, Indianapolis. Donor-Advised Fund Butler University Catholic Campus Ministry (V: $15,593 D: $6,390) Endowment Fund To distribute gifts to Catholic ministries as advised by (V: $49,374 D: $2,468) Ed and Kathy Tinder Family Campership Steven and Anne Gaylord. Distributions are to be used to provide ­financial Endowment Fund support for the Butler University Catholic Campus (V: $37,682 D: $0) Guardian Angel Guild Endowment Fund Ministry, Indianapolis. Distributions from the fund shall be used by the (V: $32,465 D: $1,612) Ryan P. Condon CYO Rancho Framasa Project Catholic Youth Organization to award at least two Distributions are to be used to provide ­ongoing Endowment Fund camperships a year for individuals attending CYO financial assistance for archdiocesan schools, resource (V: $63,140 D: $3,054) Camp in honor of the Ed And Kathy Tinder family. programs and students, which is consistent with the mission of Guardian Angel Guild, ­Indianapolis. Distributions will provide support for the continued improvement and maintenance of the facilities and The Robert and Doris Dimond IUPUI Catholic Campus Ministry grounds at CYO Camp Rancho Framasa, Nashville, Indiana. Endowment Fund Endowment Fund Ryan P. Condon CYO Rancho Framasa Project (V: $21,170 D: $1,072) (V: $42,032 D: $2,126) Distributions are to be used to provide ­support for the Donor-Advised Fund Distributions are to be divided equally to support St. IUPUI Catholic Campus Ministry, Indianapolis. (V: $72,504 D: $0) Vincent de Paul Society, Indianapolis, St. Luke Catholic Established by Dr. and Mrs. David L. Bankoff. Church, Indianapolis, and St. Augustine Home for the Brooke Nicole Lahr Memorial Donor-Advised Distributions are to provide annual gifts to Catholic Aged, Indianapolis. Fund for International Mission Work Youth Organization (CYO) Camp Rancho Framasa (V: $12,481 D: $5,000) for building and grounds maintenance needed for Established with memorial gifts provided by family Catholic Youth Organization, Nashville, Indiana. and friends of Brooke Nichole Lahr. Distributions are Catholic Youth Organization – B. Cecelia Drew to be used to provide ­scholarships for youth of the Campership Endowment Fund Archdiocese of Indianapolis who are preparing for (V: $167,332 D: $8,147) their “first” experience with international mission Distributions are to be used for providing camperships work. Funding may also be provided to support for children in need at the CYO camps in Brown County. Passionist Volunteer International (PVI) and Nuestros Pequenos Hermanos International. Catholic Youth Organization – Fr. John Elford Campership Endowment Fund St. Elizabeth’s Home (V: $15,727 D: $766) Endowment Fund Established from the estate of Fr. John ­Elford. (V: $291,089 D: $13,359) Distributions are to be used to enable children in need Distributions are to be used for the general operating to attend a CYO camp in Brown County, Indiana. support of St. Elizabeth’s Home, Indianapolis.

8 Established between July 1, 2016 and June 30, 2017 St. Mary’s Child Center Endowment Fund (V: $18,924 D: $0) Distributions are to be used to support the ­programs of St. Mary’s Child Center, ­Indianapolis, an agency serving children and their families. Serra Club Donor-Advised Fund for Priestly Vocations (V: $36,033 D: $0) Distributions are to be used to support ­activities that promote archdiocesan priestly vocations in concert with the goals of the Archdiocese of Indianapolis. Society of St. Vincent de Paul – Archdiocese Council of Indianapolis, Inc. Endowment Fund (V: $58,159 D: $2,813) Established to provide for the spiritual welfare of a family in need and to help achieve the purpose of the Society of St. Vincent de Paul, Indianapolis. University of Indianapolis Catholic Campus Ministry Endowment Fund (V: $41,732 D: $2,110) Established to provide financial support to the budget for the University of Indianapolis Catholic Campus Ministry, Indianapolis. The Christmas Star overlooks luminarias surrounding a Nativity scene during the Dec. 7, 2017 “An Evening of Lights” program at the Archbishop Edward T. O’Meara Catholic Center in Indianapolis. (Photo by Mike Krokos)

LEGACY SOCIETY The Legacy Society recognizes individuals Members of the Legacy Society: who make a sacrificial commitment to the • Have the satisfaction of knowing that they 1,075 Archdiocese of Indianapolis, a parish, school help parishes, schools and ministries be Members or archdiocesan ministry through a will, trust communities of faith and vibrant sources or other planned gift. of service. The following are examples of gifts that • Are invited to an annual appreciation Mass Planned giving offers and reception hosted by the Archbishop. unique opportunities to qualify individuals for membership in the • Receive periodic pastoral letters from the preserve our faith and Legacy Society: Archbishop. create a legacy for future (1) a gift through a will or trust, (2) a gift generations of Catholics. of life insurance and/or (3) a charitable gift annuity. No minimum gift is required.

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 or visit www.archindy.org/plannedgiving. All inquiries are confidential.

9 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 - $7,097,006

Batesville Deanery

Holy Family Parish of Oldenburg Year 2000 St. Denis Cemetery Endowment Fund – (V: $9,012 D: $439) Legacy Endowment Fund Jennings County Established to assist families in need at St. John (V: $111,613 D: $5,652) (V: $88,477 D: $3,600) Parish, Osgood. Distributions are to be used for the use and benefit of Established by Charles W. Schwering. St. Joseph Church Cemetery – Holy Family Parish, Oldenburg. Distributions are to be used for the care and St. Leon – Perpetual Care Fund maintenance of St. Denis Cemetery, ­Jennings County. Immaculate Conception Parish Cemetery – (V: $46,627 D: $0) Millhousen Endowment Fund St. Denis Parish Endowment Fund – ­Distributions are to be used to ensure perpetual (V: $14,937 D: $755) Jennings County upkeep of the St. Joseph Church Cemetery, St. Leon. Distributions are to be used to provide ­financial (V: $10,630 D: $538) support for the maintenance and care of Established by Charles W. Schwering. ­Distributions Immaculate Conception Parish ­Cemetery, Millhousen. are to be used to provide ­support for St. Denis Parish, St. Joseph Cemetery (St. Leon) - Edward Immaculate Conception Parish – Bruns/Wickens Jennings County. and Jeanne Reinstedler Cemetery Fund Memorial Endowment Fund St. John the Baptist Parish (Dover) Cemetery – (V: $20,376 D: $0) (V: $96,296 D: $4,876) Perpetual Care Endowment Fund Distributions are to provide support to St. Joseph Established by Dale E. (deceased) and Teresa C. Bruns. (V: $24,754 D: $0) Cemetery in St. Leon, Indiana for maintenance, Distributions are to be used to ­provide maintenance Distributions are to be used to provide funds for the repairs, and/or purchasing land. of buildings, grounds and the cemetery of Immaculate perpetual care, lawn service and general maintenance Conception ­Parish, Millhousen. of St. John the Baptist Parish Cemetery, Dover. St. Anne Catholic Cemetery – St. Joseph – Shelbyville Cemetery St. John the Baptist (Dover) Cemetery – James Endowment Fund Hamburg Endowment Fund Gaynor Family Endowment Fund (V: $125,044 D: $6,089) (V: $74,155 D: $3,755) (V: $15,819 D: $776) Distributions are to be used to provide support for the Distributions are to be used to provide for maintenance Distributions are to be used for the ­maintenance and ongoing maintenance of St. Anne Cemetery, Oldenburg. and care of St. Joseph Parish Cemetery, Shelbyville. other needs of St. John the Baptist Cemetery, Dover. St. Anne – Hamburg Cemetery Endowment Fund St. Joseph Parish Endowment Fund (V: $40,703 D: $2,019) (V: $12,977 D: $645) Distributions are to be used for the care and St. John the Baptist – Distributions are to be used for additional ­revenue for maintenance of St. Anne Cemetery, Oldenburg. Osgood Catholic Cemetery Fund the general capital and ministry needs of St. Joseph (V: $81,416 D: $0) Parish, Shelbyville. St. Anthony of Padua Parish Endowment Fund Distributions are to provide support to St. John (V: $75,837 D: $0) the Baptist Cemetery at Osgood, Indiana for St. Joseph Parish – Educational Assistance Endowment Fund Established to provide long-term funding for the maintenance, general upkeep, repairs and maintenance of the parish and ­cemetery of St. general operations of the cemetery. (V: $8,483 D: $430) Anthony of Padua Parish, Morris. Distributions are to be used to provide funds to assist families with the cost of education and religious St. Cecilia of Rome Parish Cemetery St. John Catholic Church – The Msgr. John J. education at St. Joseph School, Shelbyville. Endowment Fund Minta Education/Building Endowment Fund St. Joseph School Endowment Fund (V: $48,585 D: $2,459) (V: $9,527 D: $464) Established as a memorial to Leo and Angela Tebbe Established in memory of Msgr. John J. ­Minta, pastor (V: $54,396 D: $2,755) by the Tebbe family. ­Distributions are to be used to of St. John, Osgood, from 1980-1995, with his estate Established by an anonymous gift from a parishioner. provide financial support for the care, maintenance and funds. ­Distributions are to be used to supplement the Distributions are to be used to provide for the budget improvement of St. Cecilia Parish Cemetery, Oak Forest. educational and building/grounds needs of St. John at St. Joseph School, Shelbyville. St. Charles Borromeo Cemetery Fund, Milan Catholic Church, Osgood. St. Lawrence Parish General Endowment Fund (V: $11,699 D: $0) St. John Parish – The Harry Glauber (V: $179,612 D: $8,413) Distributions are to support St. Charles Borromeo “Feed My Lamb – Feed My Sheep” Distributions are to be used for the operation and Cemetery and St. Pius Cemetery. Endowment Fund capital needs of St. Lawrence Parish, Lawrenceburg.

10 Established between July 1, 2016 and June 30, 2017 St. Lawrence – Sister Mary Cecile Deken Distributions are to be used to assist on a long-term St. Mary Parish Cemetery Endowment Fund – Religious Education Endowment Fund basis with the annual operating expenses at St. Louis Greensburg (V: $17,431 D: $816) School, Batesville. (V: $249,121 D: $12,130) Distributions are to be used to provide funds for any St. Louis Parish Endowment Fund – Fr. Herculan Distributions are to be used for the maintenance of St. parish/school religious education related program Scholarship Mary Parish Cemetery, Greensburg. or event for children, youth or adults attending St. Lawrence Catholic Church, ­Lawrenceburg. (V: $40,125 D: $2,028) St. Mary Parish Endowment Fund – Greensburg Distributions are to be used to provide Catholic high (V: $263,335 D: $12,822) St. Lawrence – Lawrenceburg School school tuition assistance for students attending St. Distributions are to be used for the ­operational and Endowment Fund Louis Catholic School, Batesville. capital needs of St. Mary Parish, Greensburg. (V: $109,604 D: $5,375) St. Louis School – The Lil Kennel Distributions are to be used for the general Endowment Fund St. Mary Parish School Endowment Fund needs of St. Lawrence School in Lawrenceburg. (V: $48,197 D: $1,873) (V: $326,986 D: $15,921) St. Louis Parish Cemetery Endowment Fund Established in recognition of Miss Lil Kennel’s 44 years of Established to provide a source of income for curriculum development, student ­programs, (V: $412,598 D: $12,560) teaching at St. Louis School, Batesville. Parishioners honored maintenance and general operational ­expenses at Distributions are to be used primarily to provide care her with the endowment in lieu of a retirement gift. St. Mary Parish School, ­Greensburg. and maintenance along with its operating and capital Distributions are to be used to provide tuition assistance to needs at St. Louis ­Parish Cemetery, Batesville. students attending St. Louis School, Batesville. St. Mary Greensburg Parish School – St. Louis Parish Endowment Fund St. Martin Church – Cemetery Henry A. Ernstes and Ruby Houston Ernstes Family Fund (V: $1,548,497 D: $72,373) Endowment Fund (V: $70,570 D: $3,438) Distributions are to be used for the ­operating and (V: $71,742 D: $2,719) capital needs of St. Louis Parish, ­Batesville. Distributions are to be used to fund the continuing Distributions are to be used to provide funds for the works of St. Martin Parish and Cemetery, Yorkville. use and benefit of St. Mary School, Greensburg. St. Louis School Endowment Fund St. Mary Catholic School – Donald and Barbara (V: $169,547 D: $5,343) St. Martin/St. Paul Parishes – K.N. Russell/ Brandon Kraus Memorial Endowment Fund Horan Memorial Endowment Fund Distributions are to be used primarily for the operating expenses of St. Louis School, Batesville. (V: $10,739 D: $523) (V: $340,571 D: $14,605) Established to commemorate the death of Brandon Kraus Established by the late Mr. and Mrs. St. Louis School – The Ben and Lorraine and his grandfather, Kenneth Russell. Distributions are to Donald Horan as a result of a bequest from the ­estate. Dierckman Family Endowment be used for the general fund of the religious education Distributions are to be used to ­provide continuing (V: $139,377 D: $7,058) ­program at St. Martin/St. Paul, Guilford. support to St. Mary School, Greensburg.

FOUNDATION PRAYER God of every good gift, from the beginning of creation you have filled the world with abundant blessings. In lean times, you cared for your people’s needs, and in good times, you blessed them with more than they could imagine. For everything you have given, may we never cease to thank you. Help us be a blessing for those who seek to serve you in our community, that we may give you right and just praise and be good stewards of the gifts you have bestowed. Where our treasure lies is where our heart will be. So open our hearts to fill the needs of our sisters and brothers, that we may share ourselves as well as what we have. May your Spirit teach us to seek first your kingdom so that all people together may use their gifts, great and small, to bring your peace and blessing to the world. And when we have given all that we have in your name, may we rejoice in the riches stored for us in heaven, pressed down and overflowing with the goodness of your love. We ask this through Christ our Lord. Amen.

11 V = Value as of June 30, 2017 D = Distributions for FY 2017 BATESVILLE DEANERY(CONTINUED)

Distributions are to be used for the general use of St. St. Michael School – The Mary Margaret and John Mary School, Aurora. F. Lynch Endowment Fund for the Educators and Catechists St. Mary-of-the-Rock Cemetery (V: $11,450 D: $558) Endowment Fund Established from the real estate of Mr. and Mrs. John (V: $32,929 D: $1,634) F. Lynch. Distributions are to be used to provide Established to provide long-term funding for the reimbursement for the ­spiritual renewal of educators maintenance of the parish cemetery of St. Mary-of- and parish ­catechists in appreciation of their service the-Rock, Batesville. to the children of our faith community at St. Michael School, Brookville. St. Mary-of-the-Rock Church Building and Grounds Maintenance Endowment Fund St. Michael School – The Alvina Morin Memorial (V: $9,333 D: $473) Endowment Fund Distributions are to be used for the continual (V: $307,586 D: $14,213) St. Mary Greensburg Parish School maintenance and upkeep of the grounds and property Distributions are to be used to support Music Endowment Fund at St. Mary-of-the-Rock Parish, Batesville. St. Michael School, Brookville. (V: $34,090 D: $1,660) Established by an anonymous donor. St. Maurice Catholic Cemetery Endowment Fund St. Paul Parish Cemetery (New Alsace) – Distributions are to be used to provide music – St. Catherine of Siena Guilford Endowment Fund education at St. Mary’s School, Greensburg. (V: $57,161 D: $0) (V: $30,126 D: $543) Distributions are to be used to provide perpetual care, Distributions are to be used to provide ­perpetual care St. Mary of the Immaculate Conception Church maintenance and expansion of the St. Maurice Catholic including lawn services and general maintenance for Endowment Fund Cemetery, Greensburg. the St. Paul Cemetery, New Alsace. (V: $17,025 D: $829) Distributions are to be used for Immaculate St. Maurice Catholic Church Napoleon Cemetery St. Paul Parish (New Alsace) – Conception Church, Aurora. Endowment Fund Guilford Endowment Fund (V: $42,382 D: $0) (V: $19,748 D: $962) St. Mary of the Immaculate Conception Church Distributions are to be used to provide funds for Distributions are to be used to benefit the ­parish Parish – The Mary Margaret and John F. Lynch ministries of St. Paul Parish, New Alsace. Endowment for the Educators and Catechists maintenance and repairs to the St. Maurice Catholic Church Cemetery, Napoleon. (V: $11,373 D: $554) St. Paul School (New Alsace) – Guilford Established from the real estate of Mr. and Mrs. John St. Michael Cemetery Endowment Fund Endowment Fund F. Lynch. Distributions are to be used to provide (V: $395,498 D: $19,257) (V: $6,353 D: $309) reimbursement for the ­spiritual renewal of educators Distributions are to be used to benefit the educational Distributions are to be used to support and parish ­catechists in appreciation of their service ministry of St. Paul Catholic School, New Alsace. St. Michael Cemetery, Brookville. to the children of our faith community at St. Mary St. Peter Church Cemetery Endowment Fund Parish, Aurora. St. Michael Church – Martha Haas Endowment Fund (V: $69,237 D: $3,304) St. Mary of the Immaculate Conception Established primarily to provide for the care and (V: $132,281 D: $6,441) Properties Endowment Fund maintenance of St. Peter Church ­Cemetery, Franklin Distributions are to be used to support (V: $370,822 D: $18,056) County. Distributions are to be used for the ­maintenance, St. Michael Church, Brookville. renovation, construction and acquisition of properties St. Vincent de Paul Parish Cemetery St. Michael – Brookville Parish Center Operations Endowment Fund for St. Mary of the Immaculate Conception Parish, – Fr. Schumacher Memorial Endowment Fund Aurora. (V: $114,571 D: $0) (V: $101,577 D: $4,446) Distributions are to be used to provide care and St. Mary School – Nolan Family Distributions are to be used to subsidize the maintenance for the immediate and ­extended grounds Endowment Fund operations of the parish center for St. Michael Parish, of St. Vincent de Paul ­Parish Cemetery, Shelbyville. (V: $250,700 D: $12,201) Brookville. Established from the estate of Margaret Rose Nolan. St. Paul Decatur County Cemetery Endowment St. Michael School Endowment Fund – Fund (c/o St. Vincent de Paul Parish, Distributions are to be used for the general needs of Keith and Ruth Banning Scholarship St. Mary School, Aurora. Shelbyville) (V: $15,409 D: $691) (V: $41,425 D: $463) St. Mary School – The Harold M. and Helen H. Distributions are to be used to provide scholarship Distributions are to provide funds for the maintenance Schuler Endowment Fund tuition for children in need who will attend the and upkeep of St. Paul Cemetery, Decatur County. (V: $46,517 D: $2,265) Oldenburg Academy of the Immaculate Conception, Established from the estate of Harold M. Schuler. and are graduates of St. Michael School, Brookville.

12 Established between July 1, 2016 and June 30, 2017 Value as of June 30, 2017 - $7,001,798

Bloomington Deanery

Christ the King Parish Endowment Fund St. Charles Borromeo School Gift of Education St. Martin of Tours Education Endowment Fund (V: $12,886 D: $0) Endowment Fund (V: $39,457 D: $1,848) Distributions are to be used to meet the needs of (V: $66,346 D: $3,215) Distributions are to be used to finance and develop Christ the King Parish, Paoli. Distributions are to be used to provide scholarships for the educational ministry of St. Martin of Tours Parish, students attending St. Charles School, Bloomington. Martinsville. Our Lady of the Springs Church Endowment Fund St. John the Apostle Catholic Church – Major St. Martin of Tours Youth Educational (V: $17,641 D: $865) Repair and Maintenance Endowment Fund Endowment Fund Distributions are to be used to provide funds for (V: $45,517 D: $2,216) (V: $160,889 D: $7,419) Distributions are to be used to fund future ­repair and the capital needs of Our Lady of the Springs Church, Distributions are to be used to provide continuing maintenance items (major ones) for our building at St. French Lick. support for youth programs of St. Martin of Tours, John the Apostle ­Catholic Church, Bloomington. St. Agnes Parish – Marie C. Pope Martinsville. Endowment Fund St. John the Apostle Catholic Church Endowment Fund for the Poor St. Mary Parish – Mitchell Facilities (V: $12,394 D: $570) Endowment Fund Established from the estate of Marie C. Pope. (V: $55,368 D: $2,694) (V: $59,140 D: $2,884) Distributions are to be used for the capital repair and Established to provide financial support for the poor Established from the St. Mary’s Legacy of Hope account. replacement needs of St. Agnes Parish, Nashville. in Bloomington. Distributions are to be used to provide funds to offset St. Charles Borromeo Parish Dunn-Waldron St. Jude Parish – Edward Dreyling expenses incurred from buildings and other physical Memorial Endowment Fund Endowment Fund structures, including insurance, property assessments, (V: $5,755,011 D: $272,894) (V: $140,146 D: $6,824) utilities, maintenance, ­equipment, supplies and Established with the proceeds from the trust of Established by the charitable gift annuity of the late improvements for the church, rectory, parish life center Frances Dunn. Distributions are to be used to benefit Edward Dreyling. Distributions are to be used to provide and gym. Funds should not be used for salaries or new St. Charles Borromeo ­Parish, ­Bloomington. for the operating ­expenses of St. Jude Parish, Spencer. building projects at St. Mary Parish, Mitchell. St. Charles Borromeo School Endowment Fund St. Martin of Tours Parish Cemetery St. Paul Catholic Center Unrestricted Endowment Fund (V: $502,372 D: $24,460) Endowment Fund Distributions are to be used for the use and benefit of (V: $22,394 D: $1,090) (V: $44,452 D: $0) Established to provide financial support for the St. Charles School, Bloomington. Distributions are to be used for the ­unrestricted use maintenance and repairs of St. Martin of Tours Parish and purposes of St. Paul Catholic Center, Bloomington. Cemetery, Martinsville. St. Vincent de Paul – John H. and Elizabeth J. Fox Endowment Fund (V: $58,263 D: $2,697) Established with a contribution from ­Elizabeth H. Fox and Mary Margaret Stipp. Distributions are to be used to support the operating costs of St. Vincent de Paul Elementary School, Bedford. St. Vincent de Paul School – Sr. Joan Luerman Student Tuition Assistance Endowment Fund (V: $9,522 D: $482) Established to provide tuition assistance for children who attend St. Vincent de Paul Catholic School. Distributions also will provide for the educational needs of parish programs at St. Vincent de Paul Parish, Bedford. Circle of Giving Mass on May 4, 2017 at SS. Peter & Paul Cathedral, Indianapolis. From left to right: Dcn. Ron Pirau, Loral Tansy, Msgr. William Stumpf, Dcn. Patrick Bower, Rev. Joseph Newton

13 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 - $3,856,105

Connersville Deanery

Connersville Deanery Catholic Charities St. Elizabeth Catholic Church Endowment Fund St. Mary Parish – Richmond Endowment Fund Endowment Fund (V: $860,071 D: $43,552) (V: $75,411 D: $3,672) (V: $13,634 D: $0) Established to provide a means of general support for Distributions are to be used to support St. Mary Parish, Distributions are to be used to support the programs and St. Elizabeth Catholic Church, Cambridge City. Richmond. works of Catholic Charities in the Connersville Deanery. St. Elizabeth Parish – Fr. John H. Luerman St. Mary Parish – Calvary Cemetery Holy Family Catholic Church – Richmond Scholarship Endowment Fund Endowment Fund Endowment Fund (V: $54,373 D: $2,679) (V: $130,418 D: $0) (V: $954,557 D: $46,478) Distributions are to be used to provide an annual Distributions are to be used for the upkeep and Distributions are to be used for the upkeep scholarship for at least one boy and one girl when maintenance of Calvary Cemetery, ­Rushville. of the Holy Family Catholic Church, ­Richmond. graduating from high school and entering college, St. Mary Parish Endowment Fund St. Elizabeth Parish, Cambridge City. St. Andrew Parish Cemetery – Richmond (V: $89,477 D: $0) Endowment Fund St. Gabriel Parish – Connersville – St. Raphael Distributions are to be used for the general needs of (V: $100,290 D: $4,883) Cemetery-Laurel Endowment Fund St. Mary Parish, Rushville. Established to provide long-term funding for the (V: $6,453 D: $327) maintenance of the parish cemetery of St. Andrew St. Mary Parish – Fr. Burkhart College Distributions are to be used to provide long-term Parish, Richmond. Scholarship Endowment Fund financial stability for St. Raphael Cemetery, Laurel. (V: $14,571 D: $735) St. Andrew Parish – Richmond St. Gabriel Parish Endowment Fund Established by a bequest from the estate of Rev. Endowment Fund (V: $108,930 D: $4,985) Gerald F. Burkhart. Distributions will provide a (V: $271,869 D: $13,237) scholarship(s) for a student(s) from St. Mary Parish, Established to provide long-term financial stability for Established to support the operations ­including the Rushville, who is attending a Catholic college. school and cemetery of St. Andrew Parish, Richmond. St. Gabriel Parish, Connersville. St. Mary Catholic School - Rushville St. Gabriel School – Connersville St. Anne Cemetery Endowment Fund Endowment Fund Endowment Fund (V: $212,468 D: $0) (V: $42,344 D: $2,185) (V: $306,099 D: $14,650) Established to provide financial support for the Distributions shall be used to provide financial support Distributions are to be used to support and enhance maintenance and repairs of St. Anne Cemetery, for St. Mary Catholic School, Rushville. New Castle. the continued operation and ­improvement of programs at St. Gabriel School, Connersville. St. Mary School – Moran/Tyner St. Bridget Church Endowment Fund Scholarship Endowment Fund Richard J. and Rita C. Giesting Scholarship Fund (V: $10,317 D: $506) (V: $24,428 D: $1,237) for St. Gabriel Catholic School Distributions are to be used to support St. Bridget of Distributions are to be used to provide tuition Ireland Church, Liberty. (V: $36,769 D: $1,862) assistance for students at St. Mary School, Rushville. Distributions are to be used to provide St. Bridget of Ireland Endowment Fund financial support in the form of scholarships to St. Rose Parish Endowment Fund (V: $21,407 D: $1,050) families that qualify for financial support and (V: $131,509 D: $6,403) Distributions are to be used to provide ­support to St. demonstrate financial need to attend St. Gabriel Distributions are to be used to provide future financial Bridget of Ireland Parish, Liberty. School, Connersville. stability for St. Rose Parish, ­Knightstown. St. Elizabeth Ann Seton Parochial School (Holy St. Gabriel Total Catholic Education Fr. Todd Riebe Scholarship Endowment Fund Family, St. Andrew and St. Mary Parishes) Endowment Fund (V: $32,584 D: $1,649) Endowment Fund (V: $64,055 D: $3,119) Distributions are to be used to assist families in (V: $294,070 D: $13,600) Distributions are to be used to benefit total Catholic financial need with tuition cost at Seton Catholic High Established to assist Holy Family, St. Andrew and St. education of St. Gabriel Parish, Connersville. School, Richmond. Mary parishes in ­providing support for St. Elizabeth Ann Seton Parochial School, Richmond.

14 Established between July 1, 2016 and June 30, 2017 Value as of June 30, 2017 - $4,502,077

Indianapolis East Deanery

Holy Cross Parish – Indianapolis Holy Spirit Parish – Mary Jane Wagner Memorial education programs and evangelization ­programs of Endowment Fund Service Scholarship Endowment Fund St. Mary Parish, ­Indianapolis. (V: $74,455 D: $3,564) (V: $155,160 D: $7,555) St. Michael Catholic Church Endowment Fund Distributions are to be used to further the ends set Established by family and friends as a ­memorial to (V: $24,708 D: $0) forth in the Holy Cross Mission Statement at Holy Cross Mary Jane Wagner. ­Distributions are to be used to Established to provide long-term financial stability for Parish, Indianapolis. provide an annual ­scholarship to a student entering the eighth grade. The scholarship will be awarded at St. Michael Catholic Church, Greenfield. Holy Cross Central School Endowment Fund the final all-school Mass for the school year at Holy St. Michael Catholic School Endowment Fund (V: $16,294 D: $825) Spirit School, ­Indianapolis. (V: $41,976 D: $0) Distributions are to be used to provide future ­security Distributions are to be used to assist in providing and benefit the school in all ways ­necessary to allow it Our Lady of Lourdes Parish Endowment Fund long-term financial stability for St. Michael Catholic to meet the educational mission at Holy Cross Central (V: $66,822 D: $2,926) School, Greenfield. School, ­Indianapolis. Distributions are to be used to support Our Lady of Lourdes Parish, Indianapolis. Holy Cross Central School – Designated St. Philip Neri Parish Endowment Fund Endowment Fund Our Lady of Lourdes Catholic School – (V: $816,364 D: $31,440) (V: $22,938 D: $1,162) Cassie Gyurek Scholarship Fund Established to create a sound financial base to provide for the needs of St. Philip Neri ­Parish, Indianapolis. Distributions are to be used to provide tuition (V: $5,601 D: $283) assistance, at the discretion of the pastor, for students Distributions are to be used to provide ­educational St. Philip Neri School Endowment Fund attending Holy Cross Central School, Indianapolis. assistance for students ­attending Our Lady of Lourdes Catholic School, Indianapolis. (V: $193,844 D: $3,555) Holy Spirit Parish – Francis J. Early Seminarian Distributions are to be used for the ­operating Memorial Endowment Fund Our Lady of Lourdes Catholic School – expenses of St. Philip Neri School, ­Indianapolis. Loew Family Endowment Fund (V: $25,767 D: $1,305) Judy Osburn Aikman Scholarship Endowment Established from the trust fund of Fr. Francis J. Early. (V: $420,553 D: $20,581) Fund for St. Philip Neri Catholic School Distributions are to be used to assist in the education Established from the bequest of Dorothy Loew. (V: $86,433 D: $3,781) of seminarians to the priesthood who are associated Distributions are to be used to ­provide tuition Distributions shall provide tuition support to children with or sponsored by Holy Spirit Parish, Indianapolis. assistance to families who wish to have a child/ with financial need at St. Philip Neri Catholic School. children attend Our Lady of Lourdes Catholic School, Holy Spirit Parish School Endowment Fund ­Indianapolis, but cannot ­afford to pay the entire cost. St. Andrew & St. Rita Catholic Academy – (V: $418,479 D: $21,191) Michael Blair Memorial Endowment Fund Distributions are to be used to enhance the continued Our Lady of Lourdes Catholic School – Daniel Alan Ramsey Scholarship Fund (V: $4,851 D: $246) existence of Holy Spirit ­Parish School, Indianapolis. Established in memory of Michael Blair. ­Distributions (V: $28,187 D: $1,427) are to be used to aid ­parishioners in obtaining a Holy Spirit School – Rozelle Darragh Scholarship Distributions are to be used to provide ­educational for Girls Endowment Fund assistance for students with ­financial needs attending (V: $9,776 D: $495) Our Lady of Lourdes Catholic School, Indianapolis. Distributions are to be used to provide an annual­ scholarship to a female student entering­ the eighth grade. St. Mary Parish Endowment Fund The scholarship will be awarded at the last all-school liturgy (V: $7,931 D: $389) of the school year at Holy Spirit School, Indianapolis. Established from the charitable gift ­annuity of the late Charles and Dorothy Stuart. Distributions are to be Holy Spirit School – Lorayne and John O’Donnell used for the support of St. Mary Parish, ­Indianapolis. Memorial Scholarship Endowment Fund (V: $32,750 D: $1,436) St. Mary Parish Adult and Evangelization Distributions will be used to provide tuition assistance Endowment Fund to attend Cathedral High School for graduates of Holy (V: $11,228 D: $550) Spirit Parish, Indianapolis. Established to provide funds for parish adult

15 V = Value as of June 30, 2017 D = Distributions for FY 2017 INDIANAPOLIS EAST DEANERY (CONTINUED)

Catholic ­education (high school and college) who are SS. Peter and Paul Cathedral – Blessed Therese Little Flower Catholic School who plan to enroll from St. Rita Parish, Indianapolis. Sacrament Chapel Endowment Fund at Scecina Memorial High School. In the event Scecina (V: $9,846 D: $468) is not able to identify a sufficient number of students St. Rita School Endowment Fund Established to provide funds for the maintenance or in the event Little Flower closes, then it can fund one (V: $142,826 D: $7,232) of the Blessed Sacrament Chapel, SS. Peter and Paul or more students who plan to enroll at Scecina from an Distributions are to be used to subsidize the Cathedral, Indianapolis. East Indianapolis Deanery parish school. operations of the school and provide tuition assistance Scecina Memorial High School (in the form of scholarships) to deserving students in SS. Peter and Paul Cathedral Kitchen – Class of 1959 Scholarship Endowment Fund need at St. Rita School, Indianapolis. Endowment Fund (V: $31,034 D: $1,235) (V: $17,232 D: $839) St. Rita School – The Frances M. Graney Distributions are to be used for financial support for Distributions are to be used to help support a Scholarship Endowment Fund the operation and sustenance of the SS. Peter and Paul student from one of the East Deanery schools of (V: $27,252 D: $1,380) Cathedral Kitchen Program, Indianapolis. the Archdiocese of Indianapolis to attend Scecina Established to provide one or two ­scholarships for the Memorial High School, Indianapolis. education of African-American children in need who SS. Peter and Paul Cathedral Music Director attend center-city Catholic schools in Indianapolis. Endowment Fund (V: $228,631 D: $11,033) Scecina Memorial High School – St. Rita School – Molloy Memorial Established to provide financial support to the music Class of 1966 Academic Excellence Endowment Fund director, and to meet other needs of the music Scholarship Endowment Fund (V: $7,005 D: $355) ministry of SS. Peter and Paul Cathedral, Indianapolis. (V: $10,529 D: $0) Established by a grant from Mary Molloy. Distributions Distributions shall be used to reward the top are to be used to sponsor the annual Christmas parties SS. Peter and Paul Cathedral – St. Bridget Memorial Endowment Fund academic student entering his or her senior for schoolchildren at St. Rita School, Indianapolis. year at Scecina Memorial High School. (V: $98,767 D: $4,807) St. Therese – Little Flower Church Established to provide support for the ­operational Endowment Fund needs of SS. Peter and Paul Cathedral, Indianapolis. Scecina Memorial High School – (V: $43,995 D: $2,142) John Edson Educational Endowment Fund Distributions are to be used for the support of St. Scecina Memorial High School Endowment Fund Therese (Little Flower), Indianapolis. (V: $13,370 D: $651) (V: $35,003 D: $1,704) Distributions are to be used to support Scecina Established from John Edson Life ­Insurance. St. Therese – Little Flower School Memorial High School, Indianapolis. Distributions are to be used to supplement the cost Endowment Fund of education for students at Scecina that, without this (V: $12,303 D: $599) Scecina Memorial High School Facilities help, would not be able to attend Scecina ­Memorial Established for the general welfare of Little Flower Endowment Fund High School, Indianapolis. School, Indianapolis. (V: $88,770 D: $4,322) Distributions are to be used for the cost of building Scecina Memorial High School – St. Therese of the Infant Jesus (Little Flower) maintenance and improvement for Scecina Memorial Steve Farrell Endowment Fund School – The Joseph and Veronica Thie Memorial High School, Indianapolis. (V: $20,495 D: $705) Service Awards Endowment Fund Distributions are to be used to provide tuition (V: $41,468 D: $2,019) Scecina Memorial High School – Joe Ajamie assistance for students in need with primary Established to provide funding for the Joseph and Donor-Advised Endowment Fund consideration given to students who face a family Veronica Thie Memorial Service Awards presented each (V: $30,484 D: $1,456) crisis after they have enrolled at Scecina Memorial year at St. Therese of the Infant Jesus (Little Flower) Distributions are to be used to supplement tuition for High School, Indianapolis. School, ­Indianapolis. an incoming senior student(s) who is/are interested in music and other extracurricular activities. The Scecina Memorial High School – St. Therese – Little Flower School Tuition recipient(s) should have and maintain a minimum Fred and Patty Gause Endowment Fund Assistance Endowment Fund (also known as “Fr. grade point average of C, express an ­interest in (V: $16,172 D: $712) Robert Borchertmeyer Tuition Assistance Fund”) music, demonstrate a need for tuition ­assistance, and Distributions shall provide tuition ­assistance for (V: $8,263 D: $402) participate in one or more extracurricular activities at Scecina students who ­attended Our Lady of Lourdes Established to provide tuition aid to families in financial Scecina ­Memorial High School, Indianapolis. School, Indianapolis. need. As stewardship grows, funds could be used for tuition reduction for Little Flower School, Indianapolis. David S. and Mary Robinson (‘57, ‘61) Allen Fr. Thomas Scecina Memorial High School Endowment Fund - Scecina Memorial High School Godparent Program Endowment Fund SS. Peter and Paul Cathedral Endowment Fund (V: $81,352 D: $0) (V: $247,098 D: $11,805) (V: $316,592 D: $15,358) Distributions will fund the Karl F. Erb (‘55, ‘59) Memorial Distributions are to be used for the needs, Established to provide funds for the capital ­maintenance Scholarship with first priority to one or more students especially of disadvantaged students, at ­Father of SS. Peter and Paul Cathedral, Indianapolis. who presently attend or have graduated from St. Thomas Scecina Memorial High School, Indianapolis.

16 Established between July 1, 2016 and June 30, 2017 Scecina Memorial High School – RETIRED PRIEST GIVES Sister Hortense Endowment Fund (V: $37,312 D: $1,816) BACK TO THE AREAS Distributions are to be used to fund tuition assistance for a senior student in need who attends Scecina HE SERVED. Memorial High School, Indianapolis. William F. Kuntz – We Care – Scholarship Endowment Fund (V: $40,974 D: $1,390) Distributions are to be used to award an incoming senior student for their hard work and caring attitude When Father Louis Manna retired in the community at Scecina Memorial High School, from the Archdiocese of Indianapolis Indianapolis. in 2016, he suddenly found himself in a new Sister Lavonne Long – Sisters of Saint Francis role: executor of his aunt’s estate. After settling Scholarship Endowment Fund his aunt’s affairs, he decided to take some of the money (V: $11,980 D: $547) left to him to create three endowment funds. Distributions are to be used to reward an incoming freshman as a Presidential Scholar at Scecina Memorial Not only was he able to memorialize his aunt and his parents through these funds, he was able to High School, Indianapolis. support Catholic causes in southern Indiana, an area of the Archdiocese about which he cares deeply.

Scecina Memorial High School – Timothy and Father Manna spent many years of religious service in southern Indiana, first as a Conventual Jane McGinley Family Endowment Fund Franciscan Friar stationed at the Mount St. Francis Center for Spirituality in Floyds Knobs, then (V: $139,339 D: $6,784) later as an Archdiocesan pastor in cities such as Corydon, Dover, New Middletown, Salem and Distributions are to be used to supplement the cost of Scottsburg. education for existing students who without this help would not be able to attend Scecina Memorial High With money from his inheritance and role as executor of the will, he first established the Edward School, Indianapolis. and Jeanne Reinstedler Cemetery Fund (named after his aunt and her husband) to benefit St. Joseph Cemetery in St. Leon, Indiana. He knew his aunt cared about the maintenance and upkeep Patricia “Trish” McMahon (‘73) of the cemetery since her sister (his mother) was buried there alongside his father and two Sergi Endowment Fund – sisters. Plus, his aunt had already left a small amount to the cemetery in her will and he believed Scecina Memorial High School she wished to give more. (V: $12,364 D: $0) Distributions shall be used to help pay the tuition Father Manna then took additional funds from his inheritance and created two Catholic education of a student with intellectual or physical disabilities funds, memorializing his parents: The Dr. and Mrs. Louis Manna Education Endowment Funds who attends Scecina Memorial High School. benefitting St. Anthony of Padua Catholic School in Clarksville and St. Joseph Catholic School in Corydon.

Scecina Memorial High School – His father, who had a Ph.D. in organic chemistry from Purdue and worked in research for Joe McNelis Endowment Fund Seagram’s, briefly taught as an adjunct professor at Bellarmine University in Louisville. Due to (V: $17,305 D: $843) career demands, he was unable to maintain his teaching position, but Father Manna knew his Established to help deserving individuals who would not otherwise be able to attend Scecina father had always longed to continue teaching. Memorial High School, Indianapolis. Another reason for establishing the funds was that he knew both his parents valued a Catholic Scecina Memorial High School – education. “My father never went to Catholic school. He went to public schools all his life. But he Ray Riley Educational Endowment Fund saw the value of it,” said Father Manna. “Whereas my mother, growing up in central Kentucky, (V: $250,199 D: $12,183) she went to Catholic schools all her life. But she also valued it. What I set up isn’t a lot, but it’s a Distributions are to be used to supplement little something and I know it will keep on giving a little something.” the cost of education for students at Scecina who without this help would not be able to The locations for his endowment funds aren’t a coincidence. They’re all in places where he served the attend Scecina Memorial High School, Indianapolis. Archdiocese. He is even considering establishing more in other locations throughout southern Indiana so that the communities he served as a priest will continue to be served by him now and forever.

17 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 - $7,857,272

Indianapolis North Deanery

Bishop Chatard High School – Immaculate Heart of Mary – Sahm-Burns St. Luke Catholic School Endowment Fund Michael J. Donahue Endowment Fund Scholarship Endowment Fund (V: $221,020 D: $10,835) (V: $22,378 D: $1,090) (V: $10,974 D: $556) Distributions are to be used for the general ­operating Distributions are to be used to provide tuition assistance Distributions are to be used for scholarships expenses of St. Luke Catholic School, Indianapolis. to students of Bishop Chatard High School, Indianapolis. for graduating eighth grade students at Immaculate Heart of Mary Parish, Indianapolis. St. Luke School Maxwell Boncosky Donor-Advised Endowment Fund Bishop Chatard Educator Compensation Immaculate Heart of Mary for School Assistance Endowment Fund (V: $80,602 D: $4,000) Endowment Fund Established in memory of David and Kelly Boncosky’s (V: $213,583 D: $9,607) (V: $388,300 D: $0) son, Maxwell. A portion of the distributions are to be Established to meet the general needs of ­Immaculate Distributions are to provide support to the used to provide scholarships for students attending Heart of Mary School, ­Indianapolis. Bishop Chatard Catholic Educator Advancement St. Luke School, Indianapolis, and the remaining program (CEAP) which provides increased St. Andrew the Apostle Parish Endowment Fund ­portion for charitable works. salary opportunities. (V: $166,467 D: $8,106) St. Luke School – Albert J. and Christine M. Distributions are to be used to finance and develop the Hackl Family Endowment Fund educational ministry of St. Andrew Parish, Indianapolis. Bishop Chatard High School – Richard J. Powell (V: $1,581,934 D: $76,954) Tuition Assistance Endowment Fund St. Joan of Arc School Endowment Fund Established by Albert J. and Christine M. Hackl. (V: $610,418 D: $23,621) (V: $129,140 D: $0) Distributions are to be used to ­provide continuing Distributions are to be used to provide ­tuition Distributions are to be used to provide ­scholarship support directly to St. Luke ­Catholic School, Indianapolis. assistance for the students of Bishop Chatard High funds for students and to ­further the mission of St. St. Matthew Church Endowment Fund School, Indianapolis. Joan of Arc School, ­Indianapolis. (V: $58,041 D: $0) Christ the King Parish Endowment Fund St. Lawrence Church Endowment Fund Distributions are to be used to provide capital (V: $404,876 D: $19,581) (V: $85,633 D: $4,257) improvements and ongoing stability for Distributions are to be used to support Christ the King Distributions will be used to provide funds for capital St. Matthew Church, Indianapolis. Parish, Indianapolis. improvements to the church, ­rectory, parish office St. Matthew School – Sally Holden McGlinchey Christ the King Catholic School Endowment Fund building and for liturgical supplies to support St. Lawrence Church, Indianapolis. Endowment Fund (V: $316,634 D: $15,180) (V: $387,710 D: $19,016) Distributions are to be used to provide an ­additional St. Lawrence – Father Beechem Established to meet the general needs of St. Matthew source of income for Christ the King School, Indianapolis. Education Endowment Fund Catholic School, Indianapolis. Immaculate Heart of Mary Parish (V: $82,767 D: $4,191) Endowment Fund Established by a contribution from Rev. Joseph Beechem. Distributions are to be used to ­support (V: $273,775 D: $12,538) St. Lawrence School, Indianapolis. Established by the bequest of Mildred L. Bennett. Distributions are for the general use of Immaculate St. Luke Catholic Church Endowment Fund Heart of Mary Parish, ­Indianapolis. (V: $207,034 D: $10,154) Diane M. Flora Educational Endowment Fund – Distributions are to be used for the ­general support of Operation Read St. Luke Catholic Church, ­Indianapolis. (V: $94,935 D: $4,801) St. Luke Christian Social Action Commission Distributions shall be used to provide financial Endowment Fund support for Immaculate Heart of Mary Catholic School, (V: $251,184 D: $12,719) Indianapolis, for 2nd, 3rd or 4th grade students who Distributions are to be used for activities of the Christian participate in reading resource, and who have been Social Action Commission of St. Luke Parish, Indianapolis. formally tested and would benefit from attending Camp Delafield.

18 Established between July 1, 2016 and June 30, 2017 LEGACY PLANNING OPPORTUNITIES Planned giving is Christian stewardship 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 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 Indianapolis, IN 46202-2367. Please note the name of the fund you or through 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 Gifts of Stock, Mutual Fund Shares & Bonds a loved one. There may be significant tax advantages for gifting stock, mutual Charitable Trust: Each year, you and/or someone of your fund shares and bonds. Contact the Foundation office for specific choosing receive a fixed dollar amount or percentage of the delivery instructions. predetermined annual value of the trust. There are many formats to address your planning needs. Gifts of Life Insurance New or existing policies may be used for charitable gifts. Charitable Gift Annuity: Each year, you or a loved one you choose will receive a fixed dollar amount. A portion of the Gifts of Real Estate income is tax-free. Gifts are evaluated and approved in partnership with the Retained Life Estate in a Residence or Farm: You may deed to Catholic Community Foundation. Contact the Foundation the Foundation a personal residence or farm and retain the full for special requirements. rights to live on the property for your life. Gifts In-Kind Retirement Plan Contributions: Gifts of retirement plan assets Gifts of material or equipment require special handling. Contact may offer significant tax savings and are an easy way to meet the Foundation to discuss this opportunity. your charitable and estate planning goals and objectives.

St. Pius X Parish Endowment Fund in-service or continuing education needs at St. Pius X for more than 20 years at St. Thomas Aquinas School. (V: $1,095,243 D: $0) School, Indianapolis. Now retired, she made a significant difference for many pupils. ­Distributions are to be used for scholarships Established to provide funds for the ongoing needs of St. Simon Catholic Community St. Pius X Parish, Indianapolis. Educational Endowment Fund at St. Thomas Aquinas School, Indianapolis. St. Pius X School Endowment Fund (V: $344,488 D: $16,651) St. Thomas Aquinas School – (V: $346,100 D: $0) Distributions are to be used for the total Catholic Irene M. Shors Endowment Fund education of students, volunteers and supporters of Established to provide funds for the ongoing needs of (V: $317,115 D: $15,441) St. Pius X School, Indianapolis. St. Simon Parish, ­Indianapolis. Established to purchase books, supplies, staff salaries St. Pius X School – Shari Vrell Keeler Memorial St. Thomas Aquinas School – Alma Mocas and other purposes as the ­governing body shall Endowment Fund Scholarship Endowment Fund determine for St. Thomas Aquinas School, Indianapolis. (V: $32,704 D: $0) (V: $134,217 D: $6,791) Distributions are to be used to support ­teachers Established to honor Alma Mocas, teacher and educator

19 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 $6,693,244

Indianapolis South Deanery

Central Catholic School Endowment Fund (V: $13,163 D: $0) The Donald L. Mezepella Memorial Endowment (V: $12,440 D: $630) Distributions are to be used for the use and benefit of Fund for Servers Distributions are to be used to provide ­continuing Nativity of Our Lord Jesus Christ Parish, Indianapolis. (V: $101,216 D: $4,929) Established by the bequest of Gladys Mezepella Burns. support for Central Catholic School, Indianapolis. Nativity Educational Assistance Endowment Fund Distributions to benefit altar servers include, but are Good Shepherd Catholic Church Endowment Fund not limited to, tuition assistance at Our Lady of the (V: $153,604 D: $7,479) (V: $214,461 D: $10,860) Greenwood Parish, Greenwood. Distributions are to be used to support Good Shepherd Distributions are to be used to provide tuition Catholic Church, Indianapolis. assistance and religious education programs for Our Lady of the Greenwood Parish – Nativity School, Indianapolis. The Donald Mezepella Memorial Holy Name School – Jerry Craney Musical Endowment Fund for Vocations Scholarship Endowment Fund Our Lady of the Greenwood Parish (V: $101,216 D: $4,929) (V: $22,979 D: $1,164) Endowment Fund Established by the bequest of Gladys ­Mezepella Burns. Distributions are to be used for annual ­scholarships (V: $5,053 D: $250) Distributions are to be used to promote vocations at for students who demonstrate musical talents and Distributions shall be used to provide ongoing support Our Lady of the Greenwood Parish, Greenwood. exemplify leadership skills at Holy Name School, for the mission and ministries of Our Lady of the Beech Grove. Greenwood Parish, Greenwood. Our Lady of the Greenwood Parish – The Gladys Mezepella Burns ­Memorial Endowment Fund Holy Name School – Mr. and Mrs. William F. Kuntz Our Lady of the Greenwood Parish – Christian (V: $317,167 D: $15,360) Memorial Scholarship Endowment Fund Help Endowment Fund Established by the bequest of Gladys ­Mezepella Burns. (V: $35,175 D: $1,777) (V: $5,061 D: $246) Distributions are to be used for the benefit of religious Distributions are to be used to provide Established by the bequest of Gladys Mezepella Burns. and ­charitable purposes of Our Lady of ­Greenwood scholarships to the male and female ­recipients of Distributions are to be used for the benefit of the Parish, Greenwood. the “Bill Kuntz Citizenship Award’’ sponsored by Holy Christian Help, Inc. program at Our Lady of Greenwood Name Athletic Association and Holy Name School, Parish, Greenwood. Our Lady of the Greenwood Parish – Youth Ministry Endowment Fund Indianapolis. Our Lady of the Greenwood Parish - (V: $50,608 D: $2,465) Holy Name Total Catholic Education Evangelization Endowment Fund Established by the bequest of Gladys Mezepella Burns. Endowment Fund (V: $85,916 D: $4,256) Distributions are to be used for the benefit of the (V: $231,304 D: $11,671) Distributions shall be used to support evangelization youth ministry program at Our Lady of the Greenwood Established to fund Catholic education with the efforts at Our Lady of the Greenwood Parish, Parish, Greenwood. primary emphasis on assisting families in need and Greenwood. the secondary emphasis on strengthening educational Our Lady of the Greenwood School Endowment Fund resources at Holy Name Parish, Beech Grove. Our Lady of the Greenwood Hearts for Haiti Ministry Endowment Fund (V: $213,217 D: $10,382) Holy Rosary Parish Endowment Fund (V: $4,879 D: $247) Distributions are to be used to provide ­continuing support (V: $367,357 D: $17,885) Distributions shall be used to help address the for Our Lady of the ­Greenwood School, Greenwood. Distributions are to be used to provide for the ongoing educational, nutritional, health and community ordinary and extraordinary expenses and provide infrastructure needs of St. George in Haiti and its Roncalli High School Endowment Fund scholarships for parish children as approved by the pastor associated mountain schools and church communities. (V: $469,103 D: $0) and parish council at Holy Rosary Parish, Indianapolis. Distributions are to be used for the use and Our Lady of the Greenwood Parish – The Donald benefit of Roncalli High School, Indianapolis. Holy Rosary Parish – John G. Cecil L. Mezepella Memorial Endowment Fund Memorial Scholarship Endowment Fund (V: $5,061 D: $246) Roncalli High School – Karl Damon (V: $82,465 D: $4,176) Andrews Heart and Soul Memorial Scholarship Established by the bequest of Gladys Endowment Fund Distributions are to be used to assist Holy Rosary Mezepella Burns. Distributions are to be Parish parishioners who wish to ­attend a Catholic high used for the benefit of Our Lady of the (V: $13,069 D: $640) school, Indianapolis. Greenwood Parish, Greenwood. Established in memory of Karl Andrews, who was an alumnus of the Roncalli High School Class of 1979. Church of the Nativity Endowment Fund Our Lady of the Greenwood Parish – This scholarship in his memory was started by all who

20 Established between July 1, 2016 and June 30, 2017 knew and loved him. Distributions are to be used to assistance for a current junior or ­senior at Roncalli provide tuition assistance to a student at Roncalli High High School, ­Indianapolis. Roncalli High School – Faculty and Staff School, Indianapolis. Enrichment Endowment Fund Roncalli High School – Dr. Thomas C. Madden Roncalli High School – Mike Brewer “Spirit of a (V: $103,635 D: $5,349) Excellence of Performance Award Endowment Lady Rebel” Award Endowment Fund Distributions from the fund shall be used Fund (V: $8,471 D: $422) to provide educational and enrichment (V: $5,742 D: $291) opportunities for faculty and staff of Distributions are to be used to provide tuition Distributions are to be used to provide ­tuition Roncalli High School. assistance for a current senior at Roncalli High School, assistance for a current female junior or senior Indianapolis, for ­college tuition. attending Roncalli High School, Indianapolis. Roncalli High School – Tosey Huck Roncalli High School – Josephine Kot Madden Roncalli High School – Bernard F. Dever Memorial Scholarship Endowment Fund Memorial Scholarship Endowment Fund Memorial Scholarship Endowment Fund (V: $33,273 D: $1,648) (V: $32,050 D: $1,608) (V: $40,569 D: $1,990) Established to provide scholarship money for a Established from donations in memory of Tosey Huck. Distributions are to be used to provide St. Roch student to attend Roncalli High School, Distributions are to be used to provide tuition assistance monetary scholarship assistance to a graduating Indianapolis. for students ­attending Roncalli High School, Indianapolis. senior of Roncalli High School, Indianapolis. Roncalli High School – Jennifer McKinney Roncalli High School – Stanley F. Kern Memorial Scholarship Endowment Fund Roncalli High School – Martin R. Eckstein Scholarship Endowment Fund Scholarship Endowment Fund (V: $4,873 D: $247) (V: $39,386 D: $1,954) (V: $31,139 D: $1,577) Distributions are to be used to provide tuition Distributions are to be used to provide ­scholarship Distributions are to provide tuition ­assistance for assistance for a current freshman, sophmore or junior money for a Roncalli High School student, Indianapolis. students attending Roncalli High School, Indianapolis. attending Roncalli High School, Indianapolis. Roncalli High School – Emily Winters Lipps Dick Nalley Memorial Special Needs for Roncalli Roncalli High School – Daniel J. and Elizabeth Young Women’s Scholarship Fund Elsner Endowment Fund High School Endowment Fund (V: $16,715 D: $837) (V: $9,257 D: $469) (V: $11,069 D: $376) Distributions are to be used to fund scholarships for Established to provide funds for ­programming, Distributions are to be used to provide funds for “meritorious, middle-class” female students from equipment and continuing education for the special tuition assistance to students and funds for teacher Indiana to defray the cost of a Roncalli High School needs program at Roncalli High School, Indianapolis. development at Roncalli High School, Indianapolis. education, ­Indianapolis. Roncalli High School – Jonathan Page Memorial Roncalli High School Facility Endowment Fund Roncalli High School – Katie Lynch “Live, Laugh, Scholarship Endowment Fund (V: $278,619 D: $14,107) Love” Memorial Scholarship Fund (V: $16,178 D: $818) Distributions are to be used for repairs and (V: $23,566 D: $1,114) Established to provide tuition assistance for students improvements for Roncalli High School, Indianapolis. Distributions are to be used to provide tuition attending Roncalli High School, Indianapolis.

YOUR CCF TEAM

Elisa M. Smith, CPA Melanie Johnson Rhobie Bentley Director Gift Administration and Parish Donor Relations Coordinator Resource Specialist

21 V = Value as of June 30, 2017 D = Distributions for FY 2017 INDIANAPOLIS SOUTH DEANERY (CONTINUED)

Roncalli High School – Robert E. Ronzi Memorial St. Mark the Evangelist – Joe Cauchi Scholarship Scholarship Endowment Fund Endowment Fund (V: $8,269 D: $419) (V: $24,549 D: $1,243) Distributions are to be used to provide scholarship Distributions are to be used to provide scholarships for money for a Roncalli High School student, Indianapolis. involvement in ­stewardship and service activities for Roncalli High School – Dick Smith Memorial St. Mark the ­Evangelist School, Indianapolis. Scholarship Endowment Fund (V: $6,477 D: $273) St. Mark School – Blanche Kern Library Distributions are to be used to provide tuition assistance Endowment Fund for students attending Roncalli High School, Indianapolis. (V: $50,483 D: $2,520) Roncalli High School – Robert F. Tully Distributions are to be used to provide funds for the Endowment Fund library and media center at St. Mark’s School, Indianapolis. (V: $27,230 D: $1,379) (V: $317,017 D: $0) St. Mark the Evangelist – Evan Taylor Tuition Distributions are to be used to provide tuition assistance Distributions are to be used for ­educational ­programs Assistance Endowment Fund for students attending Roncalli High School, Indianapolis. as determined by the pastor at St. Barnabas Parish, (V: $6,751 D: $342) Indianapolis. Roncalli High School – James L. Wells Memorial Distributions are to be used to provide tuition Scholarship Endowment Fund St. John the Evangelist Roman Catholic Parish assistance to students who have shown improvement (V: $16,301 D: $825) Endowment Fund in the areas of effort, faith, ­academics and athletics Distributions are to be used to provide monetary scholarship assistance for student applicants to attend (V: $1,109,320 D: $53,991) and exemplify the heart of a champion at St. Mark the Roncalli High School, Indianapolis. Distributions are to be used to provide ongoing Evangelist School, Indianapolis. funds to assist in the maintenance and upkeep of Father James R. Wilmoth Endowment Fund - St. John Church and rectory in ­accordance with the St. Patrick Parish Endowment Fund Roncalli High School 1980 agreement made among the Archdiocese of (V: $28,325 D: $0) (V: $313,947 D: $10,776) Indianapolis, the ­National ­Register of Historic Places Established to provide support for the ­ministries and The distribution shall be used to provide needs-based and the ­Indiana State Preservation Society for the operations of St. Patrick ­Parish, Indianapolis. tuition assistance for students attending Roncalli High purpose of continuing its ministry to the people of the School, Indianapolis. ­downtown area at St. John Parish, Indianapolis. St. Roch Parish School Endowment Fund Sacred Heart of Jesus Parish Endowment Fund St. Jude Parish Endowment Fund (V: $115,141 D: $5,647) (V: $153,561 D: $7,192) (V: $276,924 D: $0) Established to provide a source of income for Distributions are to be used to enhance the continued Distributions are to be used for the support of St. Jude curriculum development, maintenance and general existence of Sacred Heart of Jesus Parish, Indianapolis. Parish, Indianapolis. expenses for St. Roch School, Indianapolis. Brother Adrian Wewer Endowment Fund – St. Jude School Endowment Fund Sacred Heart of Jesus, Indianapolis (V: $356,351 D: $0) SS. Francis and Clare Parish Endowment Fund (V: $56,442 D: $1,797) Distributions are to be used to support St. Jude School, Distributions are to be used to provide for the Indianapolis. (V: $7,987 D: $0) maintenance and repair of Sacred Heart of Jesus, The distribution shall be used to provide Indianapolis, church and friary structure and interior. St. Mark School Endowment Fund financial support for the benefit of SS. Francis & Clare Parish, Greenwood. St. Barnabas Church Endowment Fund (V: $212,953 D: $10,783) Distributions are to be used to provide ­continuing (V: $323,987 D: $0) support for St. Mark School, ­Indianapolis. Distributions are to be used to provide ­continuing SS. Francis and Clare Catholic School support for St. Barnabas Church, Indianapolis. St. Mark the Evangelist – Molly Cassetty Endowment Fund Scholarship Endowment Fund St. Barnabas School Endowment Fund (V: $18,174 D: $920) (V: $27,102 D: $1,269) (V: $76,899 D: $0) Distributions are to be used for scholarships Distributions are to be used to support Catholic Distributions are to be used to provide ­continuing awarded to St. Mark the Evangelist School eighth education in the parish through the SS. Francis and support for St. Barnabas School, Indianapolis. grade students for merit, work ethic, stewardship, Clare School ministry, Greenwood. St. Barnabas Parish – Rev. John N. Sciarra academic achievement and ­Christian attitude who will Endowment Fund continue their Catholic education.

22 Established between July 1, 2016 and June 30, 2017 Value as of June 30, 2017 - $6,294,948

Indianapolis West Deanery

Cardinal Ritter High School – Suzanne Black Holy Angels Educational ­Endowment Fund when possible, assets for the youth of the Catholic Caylor Scholarship Endowment Fund (V: $77,471 D: $3,923) community of St. Christopher Parish, Indianapolis. (V: $358,831 D: $17,472) Distributions are to be used initially to ­finance St. Christopher Catholic School Scholarship Established by the bequest of Suzanne Black tuition grants for Holy Angels ­Catholic School and Endowment Fund subsequently to include any educational endeavor of Caylor. Distributions are to be used to provide an (V: $317,084 D: $14,804) Holy Angels Parish, Indianapolis. annual scholarship to assist worthy ­students who Distributions are to be used to provide ­financial demonstrate financial need at Cardinal Ritter Jr./Sr. Holy Angels School – Rev. Clarence Waldon and assistance to help parish families afford a Catholic High School, Indianapolis. Sr. Gerry O’Laughlin Endowment Fund education for their children attending St. Christopher Cardinal Ritter Educational Endowment Fund (V: $1,031,612 D: $52,233) School, ­Indianapolis. (V: $396,073 D: $19,285) Distributions are to be used to support salaries of St. Christopher Total Catholic Education Distributions are to be used for providing tuition resource teachers specializing in alternative teaching/ Endowment Fund assistance (in the form of ­scholarships) for students learning ­methodologies, Holy Angels School, (V: $197,215 D: $9,331) of Cardinal Ritter Jr./Sr. High School, Indianapolis. Indianapolis. Distributions are to be used to support ­educational ministry for St. Christopher ­Parish, Indianapolis. Ritter – Facilities Endowment Fund Holy Trinity Catholic Church Endowment Fund (V: $46,587 D: $2,268) (V: $55,865 D: $2,740) St. Gabriel the Archangel Liturgy and Worship Distributions are to be used for Holy Trinity Catholic Distributions are to be used to benefit the ­facilities of Endowment Fund Church, Indianapolis. Cardinal Ritter High School, ­Indianapolis. (V: $37,363 D: $1,892) Mary Queen of Peace Parish Endowment Fund Established by the charitable gift annuity of the late Edward Dreyling. Distributions are to be used for (V: $71,182 D: $0) enhancement and quality of ­worship/prayer experiences Cardinal Ritter High School – Monsignor John Distributions are to be used for the support for St. Gabriel the Archangel Parish, ­Indianapolis. T. Ryan Scholarship Endowment Fund of Mary Queen of Peace Parish, Danville. (V: $35,600 D: $0) St. Michael/St. Gabriel Catholic School Distributions shall be used for Cardinal Ritter St. Anthony Parish Endowment Fund Endowment Fund High School tuition assistance. (V: $26,551 D: $1,147) (V: $90,871 D: $4,601) Distributions are to be used to provide ongoing Distributions are to be used to provide ­continuing support of St. Anthony Parish, Indianapolis. support of St. Michael/St. Gabriel School, Indianapolis. Cardinal Ritter High School – St. Anthony Catholic School Endowment Fund St. Malachy Catholic Church Endowment Fund Teacher Performance Program Fund (V: $58,186 D: $2,946) (V:$742,012 D: $37,324) (V: $29,964 D: $984) Distributions are to be used to support St. Anthony Established by an anonymous donor. ­Distributions Distributions are to be used to fund a progressive School, Indianapolis. are to be used to provide ­funding for the general development and retention program for faculty. operations of St. Malachy Catholic Church, Brownsburg. St. Christopher Parish Endowment Fund Cardinal Ritter High School – Sister Rita Vukovic (V: $1,425,164 D: $68,447) St. Malachy Parish for the St. Malachy Haiti Catholic Education Endowment Fund Distributions are to be used to support St. Christopher Medical Mission Endowment Fund (V: $43,483 D: $2,190) Parish, Indianapolis. (V: $173,633 D: $8,344) Distributions are to be used for financial need Distributions are to be used to enhance medical scholarships for students and support of ­academic St. Christopher Parish – Vincent and Roberta treatment, education and child care of St. Malachy– programs at Cardinal Ritter High School, Indianapolis. Welch Memorial Endowment Fund Brownsburg Haiti Medical ­Mission at St. Marguerite (V: $195,714 D: $9,262) Parish in Port Margot, Haiti. Holy Angels Parish Endowment Fund Distributions are to be used to provide ­enrichment in (V: $12,055 D: $0) liturgy for St. Christopher ­Parish, Indianapolis. St. Malachy Parish Maintenance Endowment Fund Established from the charitable gift ­annuities of the St. Christopher Parish Youth Endowment Fund late Rev. Albert Ajamie. Distributions are to be used to (V: $73,046 D: $3,465) support Holy Angels Parish, Indianapolis. (V: $165,972 D: $7,767) Distributions are to be used to benefit the ­maintenance, Distributions are to be used to experience the joys repairs and upkeep of St. Malachy Parish property and received through selfless sharing of time, talent and, facilities, Brownsburg.

23 V = Value as of June 30, 2017 D = Distributions for FY 2017 INDIANAPOLIS WEST DEANERY (CONTINUED)

St. Malachy Catholic School – Jerome W. (V: $34,202 D: $1,704) (V: $9,727 D: $490) DeChant Memorial Endowment Fund Established to provide income to support Distributions are to be used to provide ­continuing (V: $212,300 D: $10,549) scholarship assistance for students ­attending support for St. Monica School, Indianapolis. Distributions are to be used to help defray general St. Monica School, Indianapolis. St. Susanna Parish Endowment Fund operating expenses using 80 percent for that purpose St. Monica School Steve Commons (V: $15,531 D: $0) with the ­balance to be used for physical education Scholarship Fund needs at St. Malachy School, Brownsburg. Distributions are to be used to support (V: $10,914 D: $552) St. Susanna Parish, Plainfield. St. Michael the Archangel Parish Distributions are to be used to provide scholarship­ funds Endowment Fund for the student(s) at St. Monica School, Indianapolis. St. Susanna School Endowment Fund (V: $18,672 D: $0) (V: $75,991 D: $3,700) St. Monica School – Sally Hoffman Hurlbut Established to meet the general needs of St. Susanna Established to provide long-term funding of Scholarship Endowment Fund School, Plainfield. St. Michael the Archangel Parish, Indianapolis. (V: $14,769 D: $748) St. Michael the Archangel Educational Established to provide scholarship funds for students St. Thomas More – Mooresville, Faith Formation Endowment Fund in need of financial assistance at St. Monica School, and Youth Ministries Endowment Fund Indianapolis. (V: $22,666 D: $1,104) (V: $101,318 D: $4,933) Distributions are to be used for long-term funding of St. Monica School Parent Teacher Distributions are to be used for adult and ­children’s St. Michael the Archangel School, Indianapolis. Organization Endowment Fund faith formation and/or youth ­ministry activities and for the needs of St. Thomas More Parish, Mooresville. St. Monica Parish – Chris M. “Mike” Stomoff III (V: $27,979 D: $1,388) Lay Ministry Formation Endowment Fund Established to provide financial resources to fund St. Thomas More – Mooresville, Martha needs, which have been identified by the Parent Hedgspeth Family Life Center Endowment Fund (V: $5,967 D: $302) Teacher Organization as high priority needs, but which (V: $83,377 D: $4,060) Established to train and support lay ­ministers for have not yet been funded by the school budget at St. Monica Parish, Indianapolis. St. Monica School, Indianapolis. Established to provide funds for the ­general needs of St. Thomas More Family Life ­Center, Mooresville. St. Monica School – Michael A. Carroll St. Monica School Tuition Grant Scholarship Endowment Fund Endowment Fund

24 Established between July 1, 2016 and June 30, 2017 Value as of June 30, 2017 - $12,334,078

New Albany Deanery

Cardinal Ritter Birthplace Foundation Spirit of Our Catholic Faith – Jan Loi Memorial care of the cemeteries of Most Precious Blood, New Endowment Fund Endowment Fund – New Albany Deanery CYM Middleton, and St. Michael, Dogwood. (V: $7,306 D: $0) (V: $39,004 D: $1,585) The Bob Leonard Aquinas Center Distributions are to be used to further the legacy of Distributions are to be used to support the ministry Catechetical Ministry Endowment Fund Cardinal Ritter Birthplace ­Foundation, New Albany. efforts of New Albany Deanery Catholic Youth Ministries, Clarksville. (V: $29,644 D: $1,456) Catholic Cemeteries of New Albany Established as a lasting memorial in honor of Bob Endowment Fund Guerin Woods – Sisters of Providence – Leonard. Distributions are to be used to provide Endowment Fund support for the ministry of the ­Aquinas Center (V: $150,645 D: $0) (V: $4,162 D: $208) catechetical office in its mission to foster lifelong faith Distributions are to be used for the upkeep of St. Mary formation throughout the Catholic community of the Distributions shall be used to purchase religious Cemetery and Holy Trinity ­Cemetery, New Albany. New Albany Deanery. materials (books, pamphlets, rosaries, etc.) to be Catholic Cemeteries of New Albany – distributed to Catholics living in any nursing home in The New Albany Deanery Endowment Fund for Sophia S. McDonald Endowment Fund the New Albany Deanery. Catholic Faith and Education (V: $19,051 D: $0) Holy Family Church Endowment Fund (V: $135,065 D: $6,576) Created to provide perpetual care for the grave of Sophia Distributions are to be used to fund ­various ­initiatives (V: $246,501 D: $11,218) S. McDonald. Any surplus will be transferred to the general in the New Albany Deanery, which are especially Distributions are to be used to provide long-term fund of the Catholic Cemeteries of New Albany. designed to address the promotion of adult religious financial stability for Holy Family Church, New Albany. education and raise awareness of the quality and value of a Catholic education. Holy Family Parish – Ricke Family Endowment Fund Msgr. Louis H. Marchino Memorial Fund for the (V: $11,025 D: $533) New Albany Deanery Endowment Fund Distributions are to provide financial support for the (V: $7,874 D: $399) general needs of Holy Family Parish, New Albany. Established by the late Rev. Msgr. Louis Marchino primarily for use in promoting ­devotion to the Blessed Holy Family Parish – St. Vincent de Paul Society Endowment Fund Virgin Mary by spreading information about the rosary and by producing and distributing rosaries, rosary cards (V: $13,724 D: $0) of information, pamphlets, cards and books about Mary Established from the charitable gift annuity of the late and recordings of the ­recitation of the rosary. Rev. Msgr. Louis Marchino. ­Distributions are to be used primarily to support the charitable activities of Holy Our Lady of Perpetual Help Catholic Education Family Parish – St. Vincent de Paul ­Society, New Albany. Endowment Fund (V: $237,876 D: $11,582) Society of St. Vincent de Paul – Holy Family Established to provide assistance in ­education to Our Parish, New Albany – Chester M. and Cecelia May Catholic Youth Ministries – New Albany Deanery Lady of Perpetual Help School, New Albany. Hublar Endowment Fund Endowment Fund (V: $5,588 D: $0) Our Lady of Perpetual Help Catholic School - (V: $145,842 D: $7,383) Distributions are to be used to provide financial William J. Kaiser and Helen L. Kaiser Family Established by the Catholic community of ­southern support to the Society of St. Vincent de Paul of Holy Endowment Fund Indiana to benefit youth and young adults through the Family Parish in New Albany. (V: $26,045 D: $1,290) programs and works of New Albany Deanery Catholic Distributions shall provide tuition assistance for Youth ­Ministries. Holy Family School Endowment Fund students attending Our Lady of Perpetual Help (V: $190,922 D: $8,976) C.J. Smith Memorial Endowment Fund Catholic School, New Albany. Distributions are to be used to provide ­continuing (V: $31,542 D: $1,597) support of Holy Family School, New Albany. Our Lady of Providence Jr./Sr. High Established by the family and friends of C.J. Smith to School Foundation Endowment Fund fund an annual young adult ­fellowship for a young Ruskin Kitterman Endowment Fund (V: $144,417 D: $0) man or woman committed to ­furthering the efforts of (V: $42,409 D: $2,065) Established to meet the general needs of Our Lady of Catholic Youth ­Ministries in the New Albany Deanery. Distributions are to be used for the ­maintenance and Providence Jr./Sr. High School, Clarksville.

25 V = Value as of June 30, 2017 D = Distributions for FY 2017 NEW ALBANY DEANERY (CONTINUED)

Our Lady of Providence Jr./Sr. High School – Our Lady of Providence Jr./Sr. High School St. John Bosco Crisis Endowment Fund – Irvin and Gerry Gettelfinger Memorial (V: $36,166 D: $0) Scholarship Endowment Fund Established from the Our Lady of Providence Memorial (V: $27,754 D: $1,384) Fund. Distributions are to be used to provide support Established from donations in memory of Irvin and for ­need-based tuition assistance at Our Lady of Gerry Gettelfinger. Distributions are to be used to fund a ­Providence Jr./Sr. High School, ­Clarksville. scholarship for a student entering his/her senior year at Our Lady of Providence Jr./Sr. High School, Clarksville. Our Lady of Providence Jr./Sr. High School Class Scholarship Endowment Fund Our Lady of Providence Jr./Sr. High School – (V: $466,610 D: $0) D. Howard Memorial Scholarship Fund The distributions are to be used for the tuition (V: $16,681 D: $0) assistance program of Our Lady of Providence Distributions are to be used to for the tuition Jr./Sr. High School, Clarksville. assistance program of Our Lady of Providence Jr./Sr. High School, Clarksville. Our Lady of Providence Jr./Sr. High School – Our Lady of Providence Jr./Sr. High School – Martha “Marty” Marlin Memorial Patrick T. Cody and Shane A. Cody Our Lady of Providence Jr./Sr. High School – Scholarship Fund Endowment Fund William J. Kaiser and Helen L. Kaiser (V: $6,797 D: $0) (V: $158,226 D: $0) Endowment Fund Distributions are to be used to fund an award for a Distributions are to be used to support tuition (V: $26,669 D: $1,322) family with more than one student attending Our Lady assistance or to be used where the need is Distributions are to be used to provide tuition of Providence Jr./Sr. High School, Clarksville. the greatest as determined by the president’s assistance for students attending Our Lady of administrative team at Our Lady of Providence Jr./Sr. High School, Clarksville. Our Lady of Providence Jr./Sr. High School – Gene “Spider” Murphy Endowment Fund Providence Jr./Sr. High School, Clarksville. Kurt & Dottie ‘72 Kraft and Doug ‘95 and (V: $7,332 D: $371) Our Lady of Providence Jr./Sr. High School – Shannon Kraft Family Endowment Fund in Distributions are to be used to provide tuition Jerry “Butch” Day Memorial Fund Honor of Carl and Mary Kay Wolford assistance for students attending Our Lady of (V: $9,031 D: $457) (V: $6,616 D: $0) Providence Jr./Sr. High School, Clarksville. Established in memory of Jerry “Butch” Day, which Distributions are to be used to support the tuition will annually benefit the boys and girls golf teams at assistance program at Our Lady of Providence Jr./Sr. Our Lady of Providence Jr./Sr. High School – Norma Reynolds Endowment Fund Our Lady of Providence Jr./Sr. High School, Clarksville. High School, Clarksville. Distributions are to be used to provide support for the (V: $29,832 D: $1,429) overall mission of Our Lady of Providence Jr./Sr. High Our Lady of Providence Jr./Sr. High School – Robert Distributions are to be used to provide tuition I. Larkin Memorial Endowment Fund School, Clarksville. assistance for students attending Our Lady of (V: $11,116 D: $0) Providence Jr./Sr. High School, Clarksville. Our Lady of Providence Jr./Sr. High School – Distributions are to be used to fund an award to a Todd Denison Memorial Endowment Fund student who has demonstrated outstanding service to Our Lady of Providence Jr./Sr. High School – Judy Schepers Scholarship Endowment Fund (V: $34,985 D: $1,770) the community at Our Lady of Providence Jr./Sr. High Distributions are to be used to provide a scholarship to School, Clarksville. (V: $19,328 D: $0) an 8th grade student from Holy Family Parish in New Established from memorial gifts from the Judy Albany. Our Lady of Providence Jr./Sr. High School – Schepers Family. Distributions are to be used to John MacLeod Scholarship Fund provide financial assistance to a student in need from Our Lady of Providence Jr./Sr. High School – (V: $66,486 D: $0) Our Lady of Perpetual Help School to continue a faith- Garner Family Scholarship Fund Distributions are to be used to support the tuition filled education at Our Lady of Providence Jr./Sr. High (V: $33,380 D: $0) assistance program at Our Lady of Providence Jr./Sr. School, Clarksville. Distributions are to be used to provide financial assistance High School, Clarksville. to a student with demonstrated need attending Our Lady Our Lady of Providence Jr./Sr. High School – Brandon Tevis Memorial Endowment Fund of Providence Jr./Sr. High School, Clarksville. Msgr. Louis H. Marchino Memorial Scholarship Fund for Our Lady of Providence Jr./Sr. High (V: $6,023 D: $305) Our Lady of Providence Jr./Sr. High School – School Distributions are to be used in the form of an award Gatz Family Endowment Fund (V: $70,271 D: $0) honoring Brandon Tevis, a student who embodied (V: $13,631 D: $455) Established from the remaining balance of the late the Providence spirit, who died suddenly during his Established by Katherine L. Gatz and David J. Gatz in Rev. Msgr. Louis Marchino’s charitable gift annuity. sophomore year. The award is to be given annually memory of John C. Gatz. Distributions are to be used Distributions are to be used to support tuition to a student in the Learning Differences Program to provide tuition assistance for students attending assistance at Our Lady of Providence Jr./Sr. High who makes the most progress in his or her work as Our Lady of Providence Jr./Sr. High School, Clarksville. School, Clarksville. determined by the Academic Support team staff.

26 Established between July 1, 2016 and June 30, 2017 The award is not intended to recognize the highest Catholic Community of Jeffersonville St. Augustine Youth Ministry Endowment Fund academic achievement, but to recognize qualities Haiti School Children Endowment Fund (V: $15,784 D: $769) that do not typically receive recognition, like work (V: $57,024 D: $2,784) Established to ensure that all youth from the parish ethic and perseverance. Students entering their Distributions are to be used to provide educational funds have an opportunity to participate in the St. Augustine sophomore, junior or senior year are eligible for for the children and young adults of Haiti — Sacred Heart Youth Ministry Program and that of the larger Church the award, which will be presented at the Academic and St. Augustine Parishes, Jeffersonville. at St. Augustine Parish, Jeffersonville. Recognition dinner in August for students attending Our Lady of Providence Jr./Sr. High School, Clarksville. Sacred Heart of Jesus Parish Endowment Fund St. Bernard’s Cemetery Perpetual Care Endowment Fund Our Lady of Providence Jr./Sr. High School - The (V: $1,630,014 D: $79,219) Joe and Sue Theobald Memorial Scholarship Fund Distributions are to be used to support Sacred Heart of (V: $169,071 D: $7,626) Jesus Parish, Jeffersonville. Distributions are to be used to provide lawn care (V: $10,419 D: $516) for the parish cemetery and, if possible, care for the Distributions shall provide financial assistance St. Anthony of Padua Cemetery adjacent drive and immediate grounds for St. Bernard to families with two or more students attending Endowment Fund Parish, DePauw. Providence with preference given to members of St. (V: $297,071 D: $0) Anthony and St. John Paul II parishes. Distributions are to be used to provide ­support for the Our Lady of Providence Jr. /Sr. High School – ongoing maintenance of grounds and ­property and to Libby Unruh Memorial Endowment Fund purchase ­additional cemetery land for St. Anthony of (V: $85,248 D: $3,602) Padua Parish, ­Clarksville. Distributions are to be used to provide tuition St. Anthony of Padua Catholic Church, assistance for students attending Our Lady of Clarksville, Inc. Endowment Fund Providence Jr./Sr. High School, Clarksville. (V: $284,674 D: $0) Our Lady of Providence Jr. /Sr. High School – Distributions shall be used to provide for property John Thomas Williams Scholarship and general needs for St. Anthony of Padua Catholic Endowment Fund Church, Clarksville. (V: $156,465 D: $7,216) Distributions are to be used to provide tuition St. Anthony of Padua School Endowment Fund assistance for students attending Our Lady of (V: $126,024 D: $0) Providence Jr./Sr. High School, Clarksville. Established to meet the general needs of St. Anthony of Padua School, Clarksville. St. Elizabeth Catholic Charities Our Lady of Providence Jr. /Sr. High School – New Albany Endowment Fund Carl H. and Mary C. Osbourn Wolford Scholarship Fund (V: $161,705 D: $7,874) St. Anthony School (Clarksville) – Distributions are to be used to provide a source of (V: $81,835 D: $3,901) Dr. & Mrs. Louis Manna Education unrestricted financial assistance for use in the area of In honor of Archbishop Emeritus Daniel M. Buechlein, Endowment Fund operations and/or capital expenses at St. Elizabeth – O.S.B. – Endowment established by Carl H. and Mary Catholic ­Charities New Albany. C. Osbourn Wolford on the occasion of Providence Jr./ (V: $10,106 D: $0) Distributions are to be used to provide Sr. High School’s 60th anniversary. Distributions are St. Francis Xavier Cemetery Endowment Fund support for the education of children at to be used to provide tuition assistance for senior high St. Anthony School, Clarksville, Indiana. (V: $95,778 D: $0) school students attending Our Lady of Providence Jr./ Distributions are to be used to ensure that funds will Sr. High School, Clarksville. be available in perpetuity to maintain the St. Francis Queen of Heaven Cemetery Endowment Fund St. Augustine Church Endowment Fund Xavier Cemetery, ­Henryville. (V: $317,973 D: $15,483) (V: $4,018,045 D: $194,569) St. Francis Xavier Disaster Relief Endowment Fund Distributions are to be used to supplement the ordinary Established to fund the maintenance and development (V: $5,524 D: $0) income of St. Augustine Church, Jeffersonville. of Queen of Heaven Cemetery, Jeffersonville. Distributions shall provide support to maintain disaster relief infrastructure, fund volunteer groups Catholic Community of Jeffersonville St. Augustine Total Catholic Education and Formation Endowment Fund for disaster relief and the New Albany Deanery with Endowment Fund disaster relief efforts. (V: $414,333 D: $20,981) (V: $43,439 D: $-$2,115) Distributions are to be divided equally. Established to fund Catholic education with primary St. Francis Xavier Catholic Church Fifty percent will provide unrestricted support to emphasis on assisting families in need and with Endowment Fund Sacred Heart Parish, Jeffersonville and the remaining secondary emphasis on strengthening parish (V: $110,547 D: $0) fifty percent will provide unrestricted support to St. educational resources at the New Albany Deanery Distributions are to provide support for the operational Augustine Parish, Jeffersonville. parochial schools. needs of St. Francis Xavier Catholic Church, Henryville.

27 V = Value as of June 30, 2017 D = Distributions for FY 2017 NEW ALBANY DEANERY (CONTINUED)

St. John the Baptist, Starlight – St. Joseph Catholic Church Endowment Fund Distributions are to be used for the general support of Cemetery Endowment Fund (V: $25,924 D: $1,262) St. Joseph Hill Catholic Church, Sellersburg. (V: $100,824 D: $0) Distributions are to be used to provide ­support for St. Mary Cemetery Perpetual Care Established to provide and ensure perpetual­ care of St. the ministries and operations of St. Joseph Catholic Endowment Fund Church, Corydon. John the Baptist (Starlight) ­Cemetery, Floyds Knobs. (V: $201,059 D: $-$9,089) St. Joseph School Corydon Endowment Fund – Distributions are to be used for the care St. John the Baptist Parish – Starlight Frank and Mildred Ernstberger Memorial and maintenance of St. Mary Cemetery, Lanesville. Endowment Fund (V: $48,150 D: $2,309) St. Mary Parish Endowment Fund (V: $21,637 D: $0) Established to provide tuition, based on individual­ student Distributions are to be used to provide for parish financial needs, at St. Joseph Catholic School, Corydon. (V: $210,586 D: $10,328) ministries at St. John the Baptist Catholic Church, Starlight. Distributions are to be used to support St. Mary Parish, Lanesville. St. Joseph Cemetery – Corydon Endowment Fund St. Mary Parish Endowment Fund (V: $58,281 D: $2,838) St. Joseph School (Corydon) – Dr. & Mrs. Louis Manna Education Endowment Fund (V: $141,300 D: $0) Distributions are to be used for the ­maintenance and (V: $10,106 D: $0) Distributions are to be used to supplement the income other needs of St. Joseph Cemetery, Corydon. Distributions are to be used to provide of St. Mary Parish, New Albany. support for the education of children at St. Mary Catholic School New Albany St. Joseph School in Corydon, Indiana. Endowment Fund (V: $223,662 D: $0) Distributions are to be used for the support of St. Mary St. Joseph School – Fr. George Todd Memorial Catholic School, New Albany. Trust Endowment Fund (V: $22,992 D: $-$1,119) St. Mary of the Annunciation (Navilleton) Distributions are to be used for the needs Cemetery Endowment Fund of the school, especially for helping to pay just (V: $11,125 D: $0) salaries to its teachers at St. Joseph School, Corydon. Distributions are to be used for the current general needs and the perpetual care of the St. Joseph Hill Catholic Church Endowment Fund St. Mary of the Annunciation parish cemetery. (V: $12,075 D: $0)

SMALL ENDOWMENT DISTRIBUTIONS FULFILL THE RESPONSE TO CATHOLIC SOCIAL TEACHING.

One Catholic Community Foundation endowment, the Christian Social Action Endowment for St. Luke Catholic Church, is putting Catholic Social Teaching into practice year-round.

28 Established between July 1, 2016 and June 30, 2017 St. Mary-of-the-Knobs Cemetery St. Michael Parish – Rev. Bernard Koopman Endowment Fund Memorial Scholarship Endowment Fund (V: $262,119 D: $0) (V: $27,324 D: $1,384) Distributions are to be used to benefit Established to provide scholarship ­assistance for a St. Mary-of-the-Knobs Cemetery, Floyds Knobs. graduating senior or one who had graduated from high school from St. Michael Parish, Bradford. St. Mary-of-the-Knobs Church Endowment Fund St. Michael Parish – Charles E. & Mary E. Fox (V: $64,377 D: $3,157) Endowment Fund Distributions are to be used to benefit (V: $95,606 D: $0) St. Mary-of-the-Knobs Parish, Floyds Knobs. Distributions are to be used for the general expenses of St. Michael Parish and ­congregation, Charlestown. St. Mary-of-the-Knobs Flower Endowment Fund (V: $8,284 D: $406) St. Michael Cemetery – Everett Rissler Endowment Fund Distributions are to be used for the purchase of live at a Catholic junior/senior high school and are from flowers on specified dates for St. Mary-of-the-Knobs St. Mary-of-the-Knobs Catholic School, Floyds Knobs. (V: $9,212 D: $466) Church, Floyds Knobs. Distributions are to be used for the care and St. Mary-of-the-Knobs Youth Ministry maintenance of St. Michael Cemetery, Corydon. St. Mary-of-the-Knobs Catholic School Scholarship Endowment Fund Endowment Fund St. Paul School Endowment Fund (V: $8,342 D: $409) (V: $15,318 D: $751) (V: $79,713 D: $0) Distributions are to be used to provide scholarships for Distributions are to be used to provide ­professional Distributions are to be used to provide ­continuing youth ministry faith formation students to continue management of designated funds for the benefit of support for St. Paul School, ­Sellersburg. St. Mary-of-the-Knobs Catholic School, Floyds Knobs. their Catholic education at a Catholic junior/senior high school and are from St. Mary-of-the-Knobs St. Peter Cemetery – Harrison County St. Mary-of-the-Knobs Catholic School Parish, Floyds Knobs. Endowment Fund Scholarship Endowment Fund (V: $12,350 D: $601) St. Michael Church Cemetery Endowment Fund (V: $16,673 D: $818) Distributions are to be used for the ­maintenance and Established by the bequest of Iola Rudy. (V: $20,382 D: $1,032) other needs of St. Peter Cemetery, Harrison County. Distributions are to be used to provide ­scholarships to Distributions are to be used for providing perpetual school students to continue their Catholic education care for the St. Michael Church Cemetery, Bradford.

As Catholics, we are challenged to live our call to love our neighbor as “I like the fact that most of our grants are small grants,” said Spangler. we love God. The endowment of the Christian Social Action Commission “They go to help organizations that aren’t tremendously well funded. at St. Luke’s Parish in Indianapolis allows members of that faith Our grants are a good kick-starter for programs that are just gaining community to fund Christian Social Action initiatives at the parish, some wind or in desperate need of funding.” as well as national and international levels. Spangler also admitted that establishing an endowment fund was According to Bill Spangler, chairman of the commission, “Back in not his first thought. Fortunately, another Commission member, Fred 2005, we helped the commission take $250,000, raised during a Hofheinz, who worked for the Lilly Endowment, suggested establishing capital campaign, and invest it in an endowment fund to be used for one through the Catholic Community Foundation. supporting Christian initiatives outside that parish.” “To see this go on year after year, and have the kind of impact it has With the $12,000 to $16,000 income the endowment creates each year, had, is amazing,” said Spangler. “I would not have thought of it myself the Commission provides small grants, mostly $1,000 and under, to because outreach people often get caught up in immediate needs, support projects consistent with the goals of Catholic Social Teaching. The but it’s been extraordinarily beneficial. Twelve years of really helping Commission supports everything from local teachers’ outreach programs others. It’s a legacy of which I think we are very proud.” to projects fighting poverty in Appalachia, Honduras and Tanzania.

29 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 - $5,609,580

Seymour Deanery

Catholic Community of Columbus Capital St. Bartholomew Sesquicentennial Memorial St. Mary Catholic Church – Mary Lee Cull Estate – Improvements Endowment Fund Education Endowment Fund Tuition Assistance Endowment Fund (V: $62,250 D: $0) (V: $158,191 D: $7,966) (V: $1,075,057 D: $52,336) Distributions are to be used to fund the ­maintenance and Distributions are to be used to provide grants to Established by the bequest of Mary Lee Cull. development of the ­Catholic Community of Columbus. support ­creative Catholic ­education projects within the Distributions are to be used to assist in ­stabilizing the tuition rates at St. Mary School, North Vernon. Catholic Community of Columbus Catholic­ Community of ­Columbus. Total Education Endowment Fund St. Joseph Cemetery – Jennings County St. Mary School – Jessie H. Sprickerhoff (V: $22,578 D: $0) Endowment Fund Endowment Fund Distributions are to be used to provide continuing (V: $117,952 D: $0) (V: $364,247 D: $17,696) support of total Catholic education for the Catholic Distributions are to be used to provide and to ensure Community of Columbus. Established by Jessie H. Sprickerhoff to provide perpetual care of St. Joseph ­Cemetery, Jennings County. tuition assistance for the students of St. Mary School, Prince of Peace Parish Endowment Fund North Vernon. St. Mary Cemetery Endowment Fund (V: $106,825 D: $5,201) St. Patrick Cemetery Perpetual Care Distributions are to be used to provide ­support for (V: $155,127 D: $7,426) Prince of Peace Parish, ­Madison. Distributions are to be used for the care and Endowment Fund maintenance of St. Mary Cemetery, North Vernon. (V: $56,936 D: $2,624) St. Ambrose Catholic Church of Seymour Distributions are to be used for the perpetual care of Endowment Fund St. Mary Parish Endowment Fund the St. Patrick Catholic Cemetery, Salem, and other (V: $470,481 D: $22,703) (V: $320,455 D: $15,603) Catholic cemeteries in Washington County. Established to provide a source of income for the Distributions are to be used to support St. Mary Parish, operational and capital needs of St. Ambrose Catholic North Vernon. St. Rose of Lima Parish Endowment Fund Church, including the care and maintenance of St. (V: $82,651 D: $0) Ambrose ­Catholic Cemetery, Seymour. St. Mary Catholic Church – Mary Lee Cull Estate - Distributions are to be used to assist in providing­ long-term Endowment Fund St. Ambrose Catholic Religious Education financial stability for St. Rose of Lima Parish, Franklin. Department of Seymour Endowment Fund (V: $1,045,210 D: $50,887) Established by the bequest of Mary Lee Cull. St. Rose of Lima Catholic School – Anne (V: $58,590 D: $2,853) Distributions are to be used to provide ­support for the Ritteman Scholarship Endowment Fund Distributions are to be used to assist those who serve overall needs of St. Mary ­Parish, North Vernon. as teachers, by providing ­education and materials (V: $14,860 D: $752) Established by Anne Ritteman. Distributions are to necessary to fulfill their ­positions, in the St. Ambrose St. Mary Parish – Cull Family Memorial Catholic Religious Education Department, Seymour. be used to provide a scholarship for eighth grade Scholarship Endowment Fund parishioners entering a Catholic high school, with at least St. Ambrose Catholic School of Seymour (V: $63,356 D: $3,208) a ­cumulative grade ­average of A, exhibiting deportment Endowment Fund Established from the Mary Lee Cull estate. and graduating from St. Rose of Lima School, Franklin. (V: $1,326,587 D: $64,448) Distributions are to be used to provide an annual Distributions are to be used for the general operating scholarship to any graduating senior who is pursuing St. Rose of Lima School – Roxanne Sayre expenses of St. Ambrose ­Catholic School, Seymour. a vocation to the priesthood or religious life and Endowment Fund attended St. Mary School, North Vernon. (V: $13,895 D: $704) St. Ann Cemetery – Jennings County Distributions are to be used to assist in providing Endowment Fund long-term financial stability for St. Rose of Lima (V: $72,232 D: $0) School, Franklin. Distributions are to be used for providing ­perpetual care of St. Ann Cemetery, ­Jennings County. Fr. Michael Shawe Memorial High School Endowment Fund St. Bartholomew Catholic Church Friends (V: $15,041 D: $732) of Haiti Fund Established by a contribution from Rev. Hilary Meny. (V: $7,059 D: $1,300) Distributions are to be used for the general needs of Distributions are to be used to provide for the general Fr. Michael Shawe ­Memorial High School, Madison. Haiti humanitarian relief and ­sponsorship for the St. Bartholomew ­Parish – Haiti twinning program, ­Columbus.

30 Established between July 1, 2016 and June 30, 2017 Value as of June 30, 2017 - $268,268

Tell City Deanery

Catholic Charities Tell City Endowment Fund Historic St. Boniface Catholic Church - Building St. Meinrad Parish Cemetery Endowment Fund (V: $6,953 D: $0) Preservation Endowment Fund (V: $22,278 D: $0) Distributions are to be used to support the operations (V: $55,049 D: $0) Distributions are to be used for the upkeep and of Catholic Charities, Tell City. Distributions are to be used for the preservation and maintenance of St. Meinrad Parish ­Cemetery, St. Meinrad. care of Historic St. Boniface Catholic Church building Catholic Charities Tell City – Table of Blessings structure. St. Meinrad Parish – Charles X. and Bernadette Donor-Advised Fund S. Tempel Endowment Fund (V: $6,529 D: $0) St. Boniface Parish – Leo M. and Barbara (V: $13,962 D: $0) (Waninger) Konerding Family Memorial Established with agency funds from donor gifts. Distributions are to be used to provide general Endowment Fund Distributions are to be used to provide funds to support for St. Meinrad Parish, St. Meinrad. (V: $15,802 D: $0) sustain the Table of Blessings program, allowing funds St. Paul Parish Endowment Fund for large purchases of supplies and kitchen equipment Distributions are to be used to support St. Boniface (V: $11,375 D: $554) for Catholic Charities, Tell City. Church/Cemetery, Fulda. Established to supply support for St. Paul Holy Cross Parish – St. Croix Endowment Fund St. Boniface Parish – Oscar and Rita (Konerding) Parish, Tell City. Kunkler Family Memorial Endowment Fund (V: $7,028 D: $356) (V: $7,827 D: $0) St. Pius V Parish – Troy Endowment Fund Established from the remaining balance of Established through a gift from Rita Mae (K.) Kunkler. (V: $26,853 D: $1,308) Mrs. Catherine Luckett’s charitable gift ­annuity. Distributions are to be used to ­support St. Boniface Established to provide a source of income for the Distributions are to be used for the support of Holy Church/Cemetery, Fulda. operational and capital needs of St. Pius V Parish, Cross Parish, St. Croix. ­including the care and maintenance of St. Pius V St. Joseph Cemetery – DePauw – Cemetery, Troy. Leo and Frances Ray Lutgring Scholarship Endowment Fund Endowment Fund (V: $44,453 D: $0) Tell City Deanery Endowment Fund (V: $18,440 D: $898) Established primarily to provide the means necessary (V: $31,720 D: $1,556) Established to provide a yearly educational grant for for the care and maintenance of St. Joseph Cemetery, Distributions are to be used to provide ­support to the college tuition to a member of a Catholic parish in Perry DePauw. Tell City Deanery, Bristow. County (or) a grant to a parish priest or parish leader involved in parish religious education in Perry County.

Archbishop Charles C. Thompson prepares to bless the archdiocesan Christmas tree, luminarias and a Nativity scene during the Dec. 7, 2017 “An Evening of Lights.” Assisting him is Father Patrick Beidelman, executive director of the archdiocesan Secretariat for Worship and Evangelization. (Photo by Mike Krokos)

31 V = Value as of June 30, 2017 D = Distributions for FY 2017 Value as of June 30, 2017 - $1,455,889

Terre Haute Deanery

Catholic Charities of Terre Haute Distributions are to be used to support the ­mission of Distributions are to be used to support the ministries Endowment Fund St. Ann Dental Services Clinic in Terre Haute. of St. Mary’s Village Church, including its outreach (V: $20,955 D: $0) ministries, St. Mary-of-the-Woods, Indiana. St. Benedict Parish Memorial Endowment Fund Distributions are to be used to benefit ­Bethany House Emergency Center, Ryves Youth Center, Terre Haute (V: $74,290 D: $3,762) St. Patrick Parish Endowment Fund Catholic ­Charities Food Bank, Household ­Exchange and Distributions are to be used to supplement the (V: $17,604 D: $830) the ­Christmas Store. ordinary income of St. Benedict Parish, Terre Haute. Distributions are to be used to support ­families of St. Patrick Parish whose children attend St. Patrick School, Sacred Heart Parish Endowment Fund St. Benedict Parish – Marie Grimley Education Endowment Fund Terre Haute. (V: $35,075 D: $1,708) Distributions are to be used to provide continuing (V: $10,367 D: $525) St. Patrick School Endowment Fund Distributions are to be used to provide ­scholarships support for Sacred Heart Parish, Clinton. (V: $517,919 D: $23,898) for outstanding students ­involved in youth ministry and other programs within St. Benedict Parish, Established to supplement school income and assist Terre Haute. the school in achievement of ­long-term goals for the future of the ­children and community in Terre Haute. St. Joseph University Parish Endowment Fund John S. and Kristina Newlin Endowment Fund – (V: $5,275 D: $257) St. Patrick Catholic School Distributions are to be used to support the ­mission (V: $4,957 D: $248) and ministries, including repairs, ­maintenance and Distributions are to be used for the tuition assistance renovation of parish ­buildings at St. Joseph University fund maintained by St. Patrick Catholic School, Parish, Terre Haute. Terre Haute. St. Joseph University Parish – Terre Haute Campus Ministries Endowment Fund (V: $18,554 D: $903) Distributions are to be used to provide ­funding for St. Paul Youth Ministry Endowment campus ministry in the Roman Catholic tradition at (V: $7,500 D: $0) Sacred Heart of Jesus Church – Terre Haute institutions of higher education in the Terre Haute area. Endowment Fund Distributions are to support the ministry The Frances Murphy Fund for Total Catholic needs of the students attending St. Paul, (V: $156,178 D: $7,660) Greencastle middle school and high school. Distributions are to be used for the support Education Endowment Fund of Sacred Heart of Jesus Church,Terre Haute. (V: $24,329 D: $1,185) Distributions are to be used to provide aid for those Sacred Heart Church Terre Haute Endowment parents unable to pay the fees for religious education Fund – Catholic Order of Foresters Court 1933 classes and/or to ­support parishioners who wish to (V: $12,500 D: $613) send their children to Catholic school at St. Joseph St. Paul the Apostle Catholic Church – Established in memory of the members of the Catholic University Parish, Terre Haute. DePauw University Young Adult Ministry Order of Foresters Court No. 1933. Distributions are to be Endowment Fund used to support­ Sacred Heart of Jesus Church, Terre Haute. St. Mary Cemetery Armiesburg Endowment Fund (V: $11,015 D: $465 ) Sacred Heart of Jesus School Endowment Fund Distributions shall provide financial (V: $8,513 D: $415) support for St. Paul the Apostle Catholic Church (V: $18,179 D: $892) Established primarily to provide the means ­necessary young adult ministry work being done for Distributions are to be used for the general for the care and maintenance of ­Immaculate DePauw University students. needs of Sacred Heart of Jesus School, Terre Haute. Conception Cemetery, ­Montezuma. St. Ann Dental Services Donor-Advised Fund St. Mary’s Village Church Endowment Fund (V: $413,261 D: $59,256) (V: $99,419 D: $4,925)

32 Established between July 1, 2016 and June 30, 2017 V = Value as of June 30, 2017 D = Distributions for FY 2017 Financial Statements

STATEMENT OF FINANCIAL POSITION As of June 30, 2017 (unaudited) Assets Cash 2,853,184 Investments 176,224,365 Investment Dividends Receivable 54,379 Contributions Receivable (Net of Discount) 2,128,157 Receivable Due From Archdiocese, Net 748,207 Total assets 182,008,292

Liabilities and Net Assets Charitable gift annuity liability 2,625,684 Net assets 179,382,608 Total liabilities and net assets 182,008,292

For the year ended June 30, 2017 STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS (unaudited) Revenue Contributions and other 4,109,179 Investment return 22,591,577 Total revenues 26,700,756

Expenses Administrative 1,230,379 Distributions – Parishes, Agencies, Archdiocese 7,213,869 Total expenses 8,444,248 Change in net assets 18,256,508 Net assets, beginning of year 161,126,100 Net assets, end of year 179,382,608

33 HOW ASSETS ARE INVESTED FOR THE CATHOLIC COMMUNITY FOUNDATION The investments, money managers and allocations for fiscal year ending June 30, 2017

Long-Term Growth Pool Allocations Balanced Pool Allocations

Global Equity 68% Global Equity 51% Global Fixed Income 17% Global Fixed Income 47% Real Assets 12% Cash 2% Cash 3% 100% 100%

3% 2%

12%

17% 51% 68% 47%

Fund Performance – Long-Term Growth Pool Fund Performance – Balanced Pool

1 yr 5 yr CCF Composite (net) 7.3% CCF Composite (net) 14.9% 7.5%

The Catholic Community Foundation strictly adheres to morally and socially responsible investment guidelines in accordance with those set forth by the U.S. Conference of Catholic Bishops and performs screening of funds to ensure they meet investment criteria.

34 Boards and Committees OFFICERS OF THE BOARD ENDOWMENT COMMITTEE

Chairman Treasurer Chairman Most Reverend Charles C. Thompson Brian Burkert, CPA James S. Laudick, CPA Archbishop of Indianapolis Chief Financial Officer Partner / Regional Tax Director Archdiocese of Indianapolis BKD, LLP Rev. Msgr. William F. Stumpf Indianapolis Vicar General and Moderator of the Curia Immediate Past President Archdiocese of Indianapolis Dr. Marilyn Faulkenburg, Ed.D., PHR, SHRM-CP Dr. Marilyn Faulkenburg, Ed.D., PHR, SHRM-CP Professor, Graduate Studies President Professor, Graduate Studies Sullivan University Sullivan University Louisville Christine Vujovich Louisville Retired Darrell Gossett* Cummins, Inc. Chairman and CEO Secretary Columbus ERMCO Electrical & Systems Contractor Darrell Gossett* Indianapolis Vice President Chairman and CEO ERMCO Electrical & Systems Contractor Christine Vujovich Christopher H. Molloy, J.D., CFRE Indianapolis Retired Vice President for University Advancement Cummins, Inc. University of Indianapolis Columbus Staff Liaison Indianapolis Elisa M. Smith, CPA Norman C. Kruer, CPA Director Business Consultant and Advisor Catholic Community Foundation, Inc. Ace Management Services, Inc. Archdiocese of Indianapolis New Albany

Staff Liaison BOARD OF TRUSTEES Elisa M. Smith, CPA Director Angela M. Berg Norman C. Kruer, CPA Catholic Community Foundation, Inc. Vice President and Trust Counsel Business Consultant and Advisor Archdiocese of Indianapolis National Bank of Indianapolis Ace Management Services, Inc. Indianapolis New Albany O. Earl Elliott Lance A. Lyday, CFP® Certified Public Accountant President and Owner Sackrider & Company, Inc. Harbour Wealth Partners, Inc. Terre Haute Indianapolis Greg Hahn Steven B. Stapleton, CIMA CFP Partner Senior Vice President/Wealth Advisor Bose McKinney and Evans LLP Senior Investment Management Consultant Indianapolis Morgan Stanley Consulting Group Indianapolis 35 * Denotes deceased INVESTMENT COMMITTEE PLANNED GIVING COMMITTEE

Chairman Steven B. Stapleton, CFP®, CIMA® Chairman Senior Vice President, Wealth Advisor, Senior Patrick F. Carr Investment Management Consultant Christopher H. Molloy, J. D., CFRE Senior Vice President & CFO Morgan Stanley Consulting Group Golden Rule Insurance Company Indianapolis Vice President for University Advancement Indianapolis University of Indianapolis Rev. Msgr. William F. Stumpf, Ph. D. Indianapolis L. H. Bayley Vicar General and Moderator of the Curia Chairman Lance A. Lyday, CFP Archdiocese of Indianapolis David A. Noyes & Co. President and Owner Indianapolis Brian Burkert, CPA Harbour Wealth Partners, Inc. Indianapolis Vincent C. Caponi Chief Financial Officer Archdiocese of Indianapolis Retired Robert L. Barlow, II Ascension Health Alliance Lance A. Lyday, CFP Attorney at Law Indianapolis President and Owner Barlow Law Office Madison Beth Correll Harbour Wealth Partners, Inc. Indianapolis Vice President, Private Client Services O. Earl Elliott David A. Noyes & Co. Certified Public Accountant Staff Liaison Indianapolis Sackrider & Company, Inc. Daniel DeBard Elisa M. Smith, CPA Terre Haute Director Principal Greg Hahn Wealth Strategies Catholic Community Foundation, Inc. Archdiocese of Indianapolis Partner Terre Haute Bose McKinney and Evans LLP John Quinn Chris Bramble, CPA Indianapolis Consultant Archdiocese of Indianapolis Indianapolis Thomas J. Sponsel, CPA, ABV, CVA, CFF Partner Jerry D. Semler Sponsel CPA Group Chairman Emeritus Indianapolis OneAmerica Financial Partners, Inc. Indianapolis Angela M. Berg Vice President and Trust Counsel National Bank of Indianapolis Indianapolis ADVISORS TO THE BOARD AND STAFF Staff Liaison James S. Laudick, CPA Jolinda Moore Elisa M. Smith, CPA Partner/Regional Tax Director Executive Director for Stewardship Director BKD, CCP and Development Catholic Community Foundation, Inc. Indianapolis Archdiocese of Indianapolis Archdiocese of Indianapolis John S. “Jay” Mercer Greg Otolski Attorney at Law Executive Director for Communications Mercer Belanger Archdiocese of Indianapolis Indianapolis

36 Things to know about the 30 Catholic Community Foundation

The Numbers of CCF

1. We’re celebrating 30 years of service. We were established 4. CCF manages more than $179 million in assets with more in 1987 by Archbishop Edward T. O’Meara as a 501(c)(3) tax- than 470 endowment funds and donor-advised funds. exempt entity. 5. The minimum amount to establish an endowment fund 2. Our official birthday is June 25, 1987. is $5,000. 3. We’re the 1st Catholic foundation in Indiana under the 6. Over the last 30 years, we have awarded more than $112.7 auspices of a Catholic diocese and the 3rd largest in the U.S. million in grants to parishes, schools and Catholic agencies.

The Practice of CCF

7. Our donors’ gifts qualify for estate and income tax charitable ministries as well as designated parishes, schools and agencies. deductions under the Internal Revenue Code. 14. Our separate board of lay professionals advises on growing 8. We work with Archdiocesan ministries—which include parishes, our endowments and increasing our visibility in the Catholic schools and agencies—to create and grow their permanent community. endowment funds. 15. Our experienced, committed staff including our Director of the Endowment funds may be named to memorialize or honor a 9. Foundation, Gift Administration and Parish Resource Specialist donor’s family member or loved one. and Donor Relations Coordinator serve donors and parishes. Archdiocesan endowment funds held by the CCF are for 10. 16. Assets are pooled together for a better rate of return, giving seminarian education, social services, Catholic Charities, total our investment portfolio a strong and stable record. Catholic education and home missions. 17. CCF follows the USCCB guidelines to maximize return Planned gifts which fund an endowment can be structured as 11. on investments, consistent with Catholic values and sound bequests, beneficiary designations from a retirement plan or life investment practices. Our portfolios are in good compliance insurance policy, life estate, charitable gift annuities, charitable with the USCCB socially responsible investing guidelines as remainder trusts or charitable lead trusts. determined by our outside consultants. Cash, marketable securities, real estate, life insurance, 12. 18. The CCF provides long-term financial stability for charitable, retirement plans and individual retirement accounts are religious and educational organizations within the Archdiocese accepted as gifts. of Indianapolis. Grants made from our funds impact the lives of others and are 13. 19. The Legacy Society honors donors who have made long-term directed to specific causes such as education, charitable works commitments to the CCF. or pastoral activities. Endowments may benefit Archdiocesan

The Spirit of CCF

20. We believe stewardship is a way of life for all individuals, 25. We offer endowment funds created by parishes, schools or families and communities in the Archdiocese of Indianapolis. other Catholic organizations or causes that last in perpetuity. 21. We build strong relationships with donors, parishes, schools and 26. We offer donor-advised funds for individuals who wish to agencies. provide for a number of organizations over a period of time. 22. We offer planned-giving expertise to donors of every parish, 27. We host annual events and celebrations for our donors. school and agency in the Archdiocese of Indianapolis. 28. We can work closely with our donors’ professional advisors. 23. We assist our priests and PLCs with their personal charitable 29. We educate, inform and assist our donors on impactful giving. giving. 30. We serve the Church today and will for generations to come. 24. We honor and carry out our donors’ intentions—funds are used exclusively for the purposes for which they were established. 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