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2009 Annual Report

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Vandenburg • President, Foundation Board of Directors 2 2009 Annual Report Bishop Message from the ,DPEOHVVHGHYHU\\HDUZLWKWKHRSSRUWXQLW\WRH[SUHVV “Since we have gifts that differ P\JUDWLWXGHWRWKHIDLWKIXOPHPEHUVRIRXU'LRFHVH according to the grace given to us, let ZKRKDYHVXSSRUWHGWKH&DWKROLF)RXQGDWLRQ&HQWUDOWR us exercise them.” WKH)RXQGDWLRQ·VZRUNLVWKHSURPRWLRQRIVWHZDUGVKLS (Romans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ishop Armando X. Ochoa, D.D. • Member, Foundation Board of Directors 2009 Annual Report 3 Board of Directors 2009 Russ Vandenburg, President Cecilia Levine Leroy Baeza, Vice-President John Witherspoon*** Carolyn Mora, Treasurer Mike Miles* Joseph Maresca, Secretary Sandra Sanchez Almanzan Shaw Skinner Bishop Armando X. Ochoa, D.D. Msgr. Francis J. Smith Armida Alvarez Fr. John Stowe, Ex-Oficio Cristina Castanares-Sanchez 7KH)RXQGDWLRQLVJRYHUQHGE\D Elsa Colmenero-Bustamante Frank Ainsa, Legal Counsel YROXQWHHU%RDUGRI'LUHFWRUVIURP Linda Daw Hudson (O3DVRDQG:HVW7H[DVZKRKDYHD Dr. Manuel de la Rosa** * Elected President for 2010 GLYHUVHEDFNJURXQGRINQRZOHGJH ** Elected Secretary for 2010 DQGVNLOOV7KH)RXQGDWLRQ%RDUG Rose Gailey*** LVÀQDO\HDURIVHUYLFH VHUYHVDVWKHJXDUGLDQVRIWKH Calvin Kessler RUJDQL]DWLRQ·VDQQXDORSHUDWLQJ EXGJHWDQGHQGRZPHQWIXQGV Tracy J. Yellen,&KLHI2SHUDWLQJ2IÀFHU Janine Young,3URJUHVVDQG*UDQWV'LUHFWRU LɜǸп Lydia Esquivel,$FFRXQWV5HFHLYDEOH5HSUHVHQWDWLYH Belen Gonzalez,*UDQWV$VVLVWDQW Martha Marmolejo,3URJUHVV$VVLVWDQW Norma Mendoza, $GPLQLVWUDWLYH$VVLVWDQW Mary Lou Vasquez$FFRXQWV5HFHLYDEOH5HSUHVHQWDWLYH 4 2009 Annual Report Fund Catholic Legacy 7KH)RXQGDWLRQZDVEOHVVHGLQZLWKJLIWVDQGSOHGJHVRIIURP GRQRUVWRWKH&DWKROLF/HJDF\)XQG²WKH)RXQGDWLRQ·VSHUPDQHQWHQGRZPHQWIXQG WKDWH[LVWVWRVXSSRUWWKHDQQXDODQGORQJWHUPQHHGVRIWKHSDULVKHVPLQLVWULHVDQG VFKRROVRIWKH'LRFHVHRI(O3DVR7KH)RXQGDWLRQZDVDOVREOHVVHGZLWKZRQGHU- IXOOHDGHUVKLSJLIWVWKDWKHOSHGWULSOHWKHVL]HRIWKHHQGRZPHQWIXQGZKLFKQRZ H[FHHGVPLOOLRQLQJLIWVDQGSOHGJHV Catholic Legacy Fund Grows Significantly OHGWKHZD\LQWKH)RXQGDWLRQ·VJURZWKZLWKD In 2009 PLOOLRQOHDGHUVKLSJLIWWRVXSSRUWVFKRODUVKLSVIRU)DWKHU<HUPR+LJK6FKRROMichael and Clara Miles $6,200,000 /RUHWWR$FDGHP\&DWKHGUDO+LJK6FKRRODQGWKH%LVKRS·V6FKRODUVKLS)XQGDVZHOO DVVXSSRUWIRU6DQWD7HUHVLWD0LVVLRQLQ%XHQD9LVWD VSXUUHGWKH)RXQGDWLRQ·VJURZWKZLWKD PLOOLRQOHDGHUVKLSJLIWWRVXSSRUWHQGRZPHQWIXQGVIRU6W0DWWKHZ3DULVK&DWKHRuss and Marty Vandenburg - GUDO+LJK6FKRRO6W&KDUOHV6HPLQDU\DQG3ULHVW5HWLUHPHQW PDGHHQGRZPHQWJLIWVWRWDOLQJWKDWKHOSHG $1,600,000 HVWDEOLVKIXQGVIRU6W-RVHSK0LVVLRQLQ)W'DYLV6W0DU\3DULVKLQ0DUIDDQGLeroy and Rose Baeza 6DQWD7HUHVDGH-HVXV3DULVKLQ3UHVLGLRDVZHOODVVXSSRUWIXQGVIRU'LRFHVDQ0LQLV- WULHV6W&KDUOHV6HPLQDU\DQG3ULHVW5HWLUHPHQW$GGLWLRQDOO\WKH%DH]D·VPDGHD JLIWRIODQGDGMDFHQWWR6W-RVHSK0LVVLRQ 2008 2009 PDGHDOHDGHUVKLSJLIWLQ WRVXSSRUWWKH3ULHVW5HWLUHPHQW)XQGLQKRQRURI0VJU)UDQFLV-6PLWKFred and Maria Loya and Family 2009 Annual Report 5 Russell and Marty Vandenburg 5XVV9DQGHQEXUJFDPHWR(O3DVRIURP&KLFDJRLQWKH JUDQGFKLOGUHQLQFOXGLQJWKHLUQHZHVWDGGLWLRQ(OOD ODWHVWRDWWHQGWKH8QLYHUVLW\RI7H[DVDW(O3DVR ,UHQH7KH\DUHERWKNQRZQIRUWKHORYHRIWKHLUIDP- ZKHUHKHZDVDOVRDGHIHQVLYHEDFNIRUWKH0LQHU LO\FRPPLWPHQWWRWKHLUFRPPXQLW\GHGLFDWLRQWRWKH )RRWEDOO7HDP$IWHUJUDGXDWLRQKHZDVDWHDFKHU 8QLYHUVLW\DQGFDULQJIRUWKH&KXUFK DQGFRDFKIRUHLJKW\HDUVDW%XUJHV+LJK6FKRRO)RO- ORZLQJKLVHQWUHSUHQHXULDOVSLULW5XVVWKHQVWDUWHGD :KHQ5XVVDQG0DUW\GHFLGHGWRPDNHDPLOOLRQ QXPEHURIEXVLQHVVHV²LQFOXGLQJDWKOHWLFVWRUHVDQG FRPPLWPHQWWKLV\HDUWRWKH)RXQGDWLRQ·V&DWKROLF UHVWDXUDQWV,Q5XVVDQGKLVEURWKHU:D\QH /HJDF\)XQG²WRVXSSRUWHQGRZPHQWIXQGVIRU ERXJKWWKHLUÀUVWSURSHUW\LQ(O3DVR,WZDVWKHQWKDW &DWKHGUDO+LJK6FKRRO6W&KDUOHV6HPLQDU\3ULHVW (370DQDJHPHQW²QRZ7921RUWK$PHULFD²ZDV 5HWLUHPHQWDQG6W0DWWKHZ&KXUFK²WKH\GLGVREH- ERUQ7KH9DQGHQEXUJVFRQWLQXHWREX\SURSHUWLHVLQ FDXVHWKH\ZHUHHQJDJHGLQWKH)RXQGDWLRQEHFDXVH (O3DVRDQGWKURXJKRXWWKHFRXQWU\QRZZLWKPRUH WKH\XQGHUVWDQGZKDWLWWDNHVWRVXSSRUWWKHHQWLWLHV WKDQHPSOR\HHVLQFLWLHVDQGVHYHQVWDWHV RIWKH'LRFHVHEHFDXVHWKHLUVRQEHQHÀWWHGIURPD &DWKROLFHGXFDWLRQDW&DWKHGUDO+LJK6FKRRODQG 5XVVPHWKLVZLIH0DUW\LQHDUO\0DUW\ZDV EHFDXVHRI%LVKRS$UPDQGR;2FKRD ERUQDQGUDLVHGLQ(O3DVRDWWHQGLQJ<VOHWD +LJK6FKRRO+HUIDPLO\LVZHOONQRZQLQWKH ´%LVKRSKDVDORWWRGRZLWKLWWKHNLQGRISHUVRQKH /RZHU9DOOH\ZLWK(VFRQWULDV(OHPHQWDU\ LV´VD\V5XVV´DQGZKDWWKH)RXQGDWLRQUHSUHVHQWV 6FKRROQDPHGDIWHUKHUJUDQGIDWKHU6RRQ WRWKHFRPPXQLW\µ WRFHOHEUDWH\HDUVRIPDUULDJH5XVVDQG 0DUW\HQMR\VSHQGLQJWKHLUWLPHZLWKWKHLU 5XVVLVDIRXQGLQJDQGFXUUHQWERDUGPHPEHURIWKH WKUHHFKLOGUHQ 6WHYH%HOWUDQ-RVK9DQ- )RXQGDWLRQDQGLPPHGLDWHSDVW&KDLUPDQRIWKH GHQEXUJDQG+HDWKHU+LQRMRV DQGWKUHH %RDUGRI'LUHFWRUV 6 2009 Annual Report Fund Catholic Legacy Michael and Clara Miles 0LFKDHO0LOHVDQG&ODUD$UDQGD0LOHV LQFOXGHGYHQWXUHVOLNH+HUPDQ0LOHV &DWKROLF/HJDF\)XQGWKDWZRXOG JUHZXSLQ(O3DVRQRWIDUIURPHDFK 7UXFNLQJ:KHQWKH0LOHV·VROGWKHEXVL- FRQWLQXHWKH0LOHV6FKRODUVKLSVIRU RWKHU0LNHOLYHGZLWKKLVIDPLO\QHDU QHVVWR836LQWKHFRPSDQ\KDG )DWKHU<HUPR+LJK6FKRRO/RUHWWR 2XU/DG\RI$VVXPSWLRQ3DULVK&ODUD PRUHWKDQHPSOR\HHVZLWKRIÀFHV $FDGHP\DQG&DWKHGUDO+LJK6FKRRO QHDU6DQWD7HUHVD3DULVKLQ%XHQD9LVWD LQPXOWLSOHVWDWHV FUHDWHWKHQHZ%LVKRS·V6FKRODUVKLS 7KH\PHWLQWKHHDUO\VZKHQ0LNH )XQGIRUDWULVNVWXGHQWVHQWHULQJ UHWXUQHGWR(O3DVRWRZRUNIRUKLVIDWKHU 6KRUWO\DIWHU0LNHDQG&ODUDIRXQGHG &DWKROLFPLGGOHVFKRRODQG HVWDEOLVK 5XGROSK0LOHVDIWHUDEULHIFRPPLVVLRQ WKH0LFKDHO0DQG&ODUD$0LOHV WKH0LOHV$UDQGD)XQGIRU6DQWD7HUHVD LQWKH861DY\&ODUDZDVZRUNLQJ )RXQGDWLRQ$VDJUDGXDWHRI&DWKHGUDO 3DULVKLQKRQRURI&ODUD·VIDPLO\WR IRU5XGROSK0LOHVDWWKHWLPHZKLOHRQ +LJK6FKRRO0LNHEHOLHYHGLQWKHYDOXH VXSSRUWWKLVPLVVLRQ&KXUFK DSDUWLDOYRLFHVFKRODUVKLSDW87(3,W RI&DWKROLFHGXFDWLRQDQGKRZLWFRXOG ZDVQ·WORQJEHIRUHWKH\PDUULHGPRYHG FKDQJHWKHOLIHRIVWXGHQWV²HVSHFLDOO\ 0LNHDQG&ODUDKDYHDOZD\VEHHQJHQHU- WR'HQYHUWRKHOSJURZWKH0LOHV· WKRVHDWULVN7KLVEHFDPHWKHPDLQ RXVWRWKH(O3DVRFRPPXQLW\DQGWKH businesses, and returned to El Paso to SXUSRVHRIWKH0LOHV)RXQGDWLRQ²ZKLFK 'LRFHVHRI(O3DVRZLWKWKHLUWLPHWDOHQW ZRUNDQGUDLVHWKHLUWZRJLUOV0RQLFD funded hundreds of scholarships for stu- DQGWUHDVXUH7KHLUPRUHWKDQPLO- DQG/DXUD GHQWVDWWHQGLQJ(O3DVR·VWKUHH&DWKROLF OLRQJLIWZDVDQH[WUDRUGLQDU\OHDGHUVKLS +LJK6FKRROV)DWKHU<HUPR/RUHWWRDQG DQGSDFHVHWWLQJJLIWIRUWKH'LRFHVH 0LNHDQGKLVEURWKHUVMRLQHGWKHLUIDWKHU &DWKHGUDO )RXQGDWLRQ,WOHGWKH)RXQGDWLRQERDUG
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