Catholic Community FOUNDATION OF

things hoped for THINGS UNSEEN

Catholic Community FOUNDATION OF MINNESOTA ANNUAL REPORT 2016

2610 University Avenue West, Suite 500 | Saint Paul, MN 55114 | 651.389.0300 | ccf-mn.org Dear Friends,

Fiscal year 2016 was another solid year for the Catholic Community Foundation (CCF) as the steady growth we saw in 2015 continued. Forty-three new funds were established and $20 million in new assets entered the Foundation. Grantmaking increased again this year, surpassing $9.9 million. And, we launched new grantmaking programs designed to maximize assistance for critical educational and social needs in our community.

All of these accomplishments reflect perfectly the faith that is, in St. Paul’s words, “the assurance of things hoped for, the conviction of things unseen.” At its best, philanthropy requires a faith so bold, it dares to spend sums today toward a distant goal, beautifully imagined but not yet seen. Everyday, I witness the unshakable and visionary belief of a community that has the power to shape a more loving and compassionate world. Now is the assurance of things hoped for, In this report, we share the stories of people who, inspired by their faith, have imagined a better future faith and have taken action. You’ll read about the many ways people are nurturing the seeds of faith in our youth. You’ll learn about a in Northern Minnesota that is creating a legacy of faith for future the conviction of things unseen. generations—a legacy that is more important than the endowment they are building to secure their financial stability. Finally, there are stories about individuals who, each in their own way, have taken a deliberate approach to philanthropy and have found great joy in doing so.

HEBREWS 11:1 At CCF, these stories inspire us, and we are grateful for the opportunity to assist our donors and partners as they fulfill their dreams and live their faith by helping others. Every day we strive to act in faith and through faith. We stand shoulder to shoulder with you as we work toward ensuring future generations experience the transformational ministries and sacraments of our Catholic faith.

As always, I express my deep appreciation to the CCF board of directors and staff, and to each and every donor, institutional partner, supporter, and friend. It is to you who we proudly present this year’s annual report: Things Hoped For, Things Unseen.

Sincerely,

Anne Cullen Miller, MBA President

1 OUR MISSION things hoped for The Catholic Community Foundation was founded in 1992 with the mission to support financially the spiritual, educational, and social needs of our Catholic community. THINGS UNSEEN

OUR GUIDING The Catholic Community Foundation keeps faith with its donors through a contents 4 2016 Funds and Grants Snapshot statement of principles adopted by its board of directors. These principles are Financial Reports PRINCIPLES designed to guide the Foundation in its mission and commit the Foundation to be 6 Catholic, catholic (broad in scope), and candid (to be true to the faith); supportive 8 Endowing Faith Along with Dollars of a wide range of programs; and accountable to both donors and beneficiaries. 12 Institutional Endowed Funds

14 Legacy Society Members

16 Kindling Faith at Summer Camp CATHOLIC IDENTITY — We reflect our Catholic faith in all we do; embrace the breadth, diversity, and commonality of Catholic interests; and assure that 20 Donor Advised Funds investments and grant recipients are in alignment with Catholic values. 22 Legacy Fund

24 Hoping and Acting in Faith SERVICE — We respond to the financial needs of the Catholic community and contribute to effective solutions; collaborate with other nonprofit organizations 28 Endowed Funds when consistent with our mission; and provide for the needs of future generations. 30 Agency Funds

Gifts to Support Our Mission PUBLIC ACCOUNTABILITY — We recognize and act on the understanding that 31 community foundations are sustained by public trust which is earned by full, open, 32 Board of Directors and public disclosure. 33 Staff

2 3 Distributed more than $127 million in grants since our inception in 1992 2016 $273 Million ASSETS HELD BY CCF

$84 Thousand $9.9 Million serving $6.2 Million GRANTS DISTRIBUTED the most New Funds $2.9 Million vulnerable Opened 43 305 in society $4.0 Million organizations

6 AGENCY GRANTS BY $2.3M SOCIAL SOURCE 11 ENDOWED GR ANTS

SHOT $815 Thousand GR ANTS 14 DONOR ADVISED BY IMPACT 259 DISTRIBUTED FUND TYPES sharing AREA parishes, 7 CHARITABLE GIFT ANNUITIES/TRUSTS THE LEGACY FUND the faith orders, 2,041 ENDOWED FUNDS $3.7 Million $2.3 Million missions, & 5 INSTITUTIONAL ENDOWED INSTITUTIONAL ENDOWED FUNDS seminaries DONOR ADVISED FUNDS SPIRITUAL $3.7M SPIRITUAL EDUCATIONAL New educating Assets SOCIAL students

SNAP $20.1M 185 pre-K to GRANTS BY DIRECTION college schools & & beyond TOTAL FUNDS programs 11%

CCF 89% Donor Directed Grants 1,049 Directed Grants $4M EDUCATIONAL 4 AS OF 6.30.16 5 STATEMENTS OF ACTIVITIES STATEMENTS OF FINANCIAL POSITION

For the years ending June 30 2016 2015 As of June 30 2016 2015

Revenue Assets Total Contributions $ 16,855,090 $ 13,900,136 Cash & Cash Equivalents $ 6,072,884 $ 5,972,563 Less: Amounts Received for Beneficial Endowments 3,091,064 1,687,468 Investments 260,156,045 264,323,525 Net Contributions 13,764,026 12,212,668 Cash Surrender Value of Insurance Policies 4,480,494 4,087,881 Management Fee Income 935,594 953,609 Pledges 903,785 1,002,462 Investment Losses, Net of Investment Expenses (2,409,853) (1,309,110) Other Assets 957,187 1,075,205 Change in Value of Split Interest Agreements (539,767) (454,155) Total Assets $ 272,570,395 $ 276,461,636 Total Revenue 11,750,000 11,403,012 Liabilities Program Grants Accounts Payable & Accrued Liabilities $ 1,195,872 $ 1,093,706 Total Grants 9,939,568 9,529,063 Agency Obligations 116,663,652 121,771,633 Less: Grants Made on Beneficial Endowments 815,402 801,744 Beneficiary Endowments 28,622,135 28,415,016 Charitable Trust & Gift Annuity Obligations 7,259,418 6,879,421 Net Grants 9,124,166 8,727,319 Total Liabilities 153,741,077 158,159,776 Operating Expenses Donor Relations & Development 899,481 781,127 Net Assets 118,829,318 118,301,860 Management & General 881,703 790,123 Grant Services 317,192 274,570 Total Liabilities & Net Assets $ 272,570,395 $ 276,461,636

Total Expense 2,098,376 1,845,820 Audited financial statements containing all required disclosures and IRS Form 990 are available at www.ccf-mn.org. Change in Net Assets 527,458 829,873 Beginning Net Assets 118,301,860 117,471,987

Ending Net Assets $ 118,829,318 $ 118,301,860

6 7 endowing faith along with dollars Immaculate Heart Church in Crosslake, Minnesota, is a small Catholic community located on the Whitefish Chain of Lakes in Northern Minnesota. The parish has grown steadily since it was founded in 1955, and every summer, membership swells with seasonal visitors who head north to spend time at their cabins.

8 9 This year the parish began to raise money for an endowment to secure the future “We need to prepare for future needs that might arise—repairs, maybe support a future of the church community. Immaculate Heart’s , Father Ryan Moravitz, seminarian, and more projects for kids. We have a very active youth group.” along with a team of parishioners, began working with the Catholic Community Foundation (CCF) to introduce the idea to the church members and begin the With the help of CCF, the parish kicked off the campaign with a free informational dinner last process of raising funds. “Parishes do these things together,” said Father Ryan. year that explained how endowments work and how the money will be used. Since then, a “This is a community that walks forward together.” popular parish fundraiser called the Wild Game Dinner, has been recast as the Wild Endowment Dinner. Last year’s event raised more than $50,000. PLANNING STARTS WITH PEOPLE PASSING ON A LEGACY OF FAITH The chairperson of the endowment committee is Jim Lee. Twenty-six years ago, Jim and his wife, Diane, began attending Immaculate Heart after they bought a Father Ryan is happy about the early fundraising success, but he’s quick to point out, it’s not cabin and began bringing their children up for the summer. They cherished their all about money. He wants to create a spiritual endowment for future generations as well by time in Crosslake so much that after retiring last year, the couple decided to live inviting church members to share their faith through something he calls Legacy Letters. there nearly year round. Jim welcomed the opportunity for deeper involvement at With each gift to the endowment, people are invited to write a letter that talks about why Immaculate Heart. “I used to get these phone calls, asking if I could help out with their faith is important. All of the letters will be collected and published in a book. “Letters in one thing or another and I’d say, ‘Father, I’d like to but I’m on a plane in New York Christianity are huge. We wouldn’t have half the new testament if Paul hadn’t written letters.” right now,’” he recalled. “After that I got lots of calls asking, ‘Have you retired yet?’” said Father Ryan. “Letters are good guides—they inspire us and help us fight the good fight.”

Jim believes Father Ryan has done a great job of pulling together a group of people Jim emphasizes that getting people to think about their faith life and to share it with others is for the endowment committee who reflect the diverse parish community. One of far more important than dollars raised. “It doesn’t matter whether you give $10 or $10,000. It’s those people is Helen Fraser, a charter member of the parish. When she married her not about the amount,” explained Jim. “It’s about writing a legacy with your heart and sharing high school sweetheart in 1957, hers was that with future generations.” the first wedding to be held in the church. “It was brand new,” Helen recalled. “It “I think it’s wonderful,” said Helen. “The theme of my letter is ‘Be True.’ That’s what I’ve always didn’t even have pews yet.” tried to do—be true to myself, my family and my community.”

A few years ago, that original church was Father Ryan describes his vision with what he calls the 100-year plan. “Picture this—when Jim replaced by a much larger structure to and Diane’s great grandkids come to the family cabin and go to church at Immaculate Heart, make room for the growing membership. they can read the letters their great grandparents wrote,” he explained. “That’s more precious FAMILIES INVOLVED IN Helen and her husband, who is now and special than a little bit of money. That’s going to feed the faith of future generations.” THE PARISH ENDOWMENT deceased, contributed generously over The fund is off to a good start. At the end of their first year, the committee expects to have COMMITTEE the years to support the church as it raised $250,000, far ahead of their anticipated target. “We’re trying to do God’s work,” Jim said. expanded, and she takes a very practical “Building community is the real goal. If we do that right, the money will follow.” approach. “Buildings do not make a church,” she stated when talking about Immaculate Heart Church Endowment Committee the importance of an endowment fund. Father Ryan Moravitz, Tony Coffey, Jo-C Elsenpeter, JP Elsenpeter, Helen Fraser, Bev Fussy, Jeanne Keiffer, Diane Lee, and Jim Lee 10 11 Institutional Endowed Funds

An Institutional Endowed Annual Catholic Appeal Endowment Funds Our Lady of the Lake Cemetery Endowment Trust Fund, Mound St. Olaf Endowment Fund, Assumption of Richfield Cemetery Perpetual Care Trust Fund Our Lady of the Lake Parish Endowment Trust Fund, Mound St. Pascal Baylon Endowment Fund, St. Paul Fund is a permanent Goldie and Lorraine Buda Scholarship Fund, St. Paul Park Our Lady of the Lake School Endowment Trust Fund, Mound St. Patrick Building Fund, Inver Grove Heights Carmen Pampa Endowment Fund, St. Paul Our Lady of the Prairie Parish Endowment Fund, Belle Plaine St. Patrick Designated Endowment Trust Fund, Inver Grove Heights fund established by an Father Robert T. Cassidy Scholarship Endowment Fund, Edina Pacem In Terris Endowment Fund, St. Francis St. Patrick/St. Francis General Endowment Fund, St. Paul CommonBond Communities Housing Endowment Fund, St. Paul Endowment Fund, Woodbury St. Patrick of St. Paul Endowment Fund organization to support and Dorothy Ellstrom Endowment for Spiritual Enrichment Fund, Minneapolis Marie Tschida Pranke Scholarship Fund, St. Paul St. Paul’s Monastery Endowment Fund, St. Paul Reverend Charles V. Lachowitzer Endowment Fund for Faithful Shepherd Presentation of the BVM Grade School Parish Endowment Fund, Maplewood St. Peter of North St. Paul Cemetery Care Endowment Fund sustain its own ministries. , Eagan Presentation Legacy Foundation Fund, Maplewood St. Peter of North St. Paul Parish Operating Endowment Fund Franciscan Retreats Endowment Fund, Prior Lake Resurrection Cemetery Care and Maintenance Fund, Excelsior St. Peter’s School Endowment Fund, Forest Lake When an institution invests in Glenn Catholic Senior Communities, Inc. Fund, Robbinsdale Saint Gabriel the Archangel Affiliated School Endowment Fund, Hopkins St. Peter’s School Tuition Assistance Endowment Fund, North St. Paul Emmett and Augusta Goff Endowment Fund of St. Stephen, Minneapolis Saint Gabriel the Archangel Endowment Fund, Hopkins St. Pius X Permanent Endowment Fund, White Bear Lake a permanently endowed fund Good Samaritan Funds, Wayzata Saint Gerard Majella Endowment Fund, Brooklyn Park St. Richard BTCS Scholarship Endowment Fund, Richfield Good Shepherd Endowment Fund, Golden Valley Saint Michael Church and School Advisory Fund, Prior Lake St. Richard Undesignated Endowment Fund, Richfield at the Catholic Community Good Shepherd Endowment Fund, Golden Valley Saint Therese Pastoral Care Endowment Fund, St. Louis Park St. Rose of Lima Legacy Fund, Roseville Guardian Angels School Trust Fund, Chaska Saint Victoria Cemetery Perpetual Care Endowment Fund, Victoria St. Rose of Lima Parish School/Mischke Family Endowment Fund, Roseville Foundation, it makes a Guardian Angels Capital Project Endowment Fund, Oakdale Saint Victoria Parish Unrestricted Endowment Fund, Victoria St. Therese of Deephaven Advisory Fund Guardian Angels Cemetery Endowment Fund, Oakdale Parish of Saints Joachim and Anne Endowment Fund, Shakopee St. Therese Good Samaritan Endowment Fund, Deephaven commitment to ensuring that Guardian Angels Arthur Hoff Endowment Fund, Oakdale Saints Peter and Paul Parish Education Endowment Fund, Loretto St. Therese School Advisory Fund, Deephaven Guild Endowment Fund, St. Paul General Seminary Endowment Fund, St. Paul St. Thomas the Apostle Endowment Fund, St. Paul its mission continues on for Msgr. Ambrose Hayden – Seminary Fund, St. Paul St. Albert Cemetery Perpetual Care Fund, Albertville St. Timothy of Blaine Endowment Fund, Blaine M.T. Hill for Christian Brothers Trust Fund, St. Paul St. Alphonsus School – Teachers Development Endowment Fund, St. Wenceslaus Cemetery Endowment Fund, New Prague future generations. M.T. Hill for Cretin Trust Funds, St. Paul Brooklyn Center St. Wenceslaus Endowment Fund, New Prague M.T. Hill for Invalid Priests Trust Funds, St. Paul St. Alphonsus School – Tuition Assistance Endowment Fund, Brooklyn Center St. Wenceslaus School Endowment Fund, New Prague Holy Name Endowment Fund, Minneapolis St. Anne of Hamel Cemetery Endowment Trust Fund Trinity Founding Churches Educational Endowment Fund, St. Paul Holy Trinity Operating Endowment Fund, South St. Paul St. Bridget of Sweden Endowment Fund, Lindstrom Fr. Karl Wittman Center for Mission Anna Marie Eisenmenger and Odo Reder Immaculate Conception of Lonsdale Endowment Fund St. Croix Catholic School Endowment Fund, Stillwater Endowment Fund, St. Paul Immaculate Heart of Mary of Glen Lake Catholic Charities St. Croix Valley Faith Formation Endowment Fund, Stillwater Endowment Fund, Minnetonka St. Helena Endowment Fund, Minneapolis Immaculate Heart of Mary of Glen Lake Faith Formation St. Henry Cemetery Perpetual Care Trust Fund, Monticello Institutional Endowed Funds in the Dioceses of Duluth Endowment Fund, Minnetonka St. Hubert Catholic Community Advisory Fund, Chanhassen and New Ulm Immaculate Heart of Mary of Glen Lake General Operating St. John the Baptist of New Brighton Capital Endowment Fund Endowment Fund, Minnetonka St. John the Baptist of New Brighton Cemetery Endowment Fund Archbishop John C. Nienstedt Catholic Schools Scholarship Fund, New Ulm Immaculate Heart of Mary of Glen Lake Maintenance Reserve St. John the Baptist of New Brighton Operating Endowment Fund Bishop LeVoir Catholic School Endowment Fund, New Ulm Endowment Fund, Minnetonka St. John the Baptist of New Brighton Tuition Assistance Fund Clifford and Audrey Olson Endowment Fund, Litchfield Immaculate Heart of Mary of Glen Lake Scholarship for IHM Students St. John the Baptist, Savage, Cemetery Endowment Fund Fr. Frank Brunner Endowment Fund for St. Joseph of Montevideo Endowment Fund, Minnetonka St. John the Baptist, Savage, Parish Endowment Fund Holy Family of Silver Lake Seminarian Endowment Fund Incarnation Parish Endowment Fund, Minneapolis St. John the Baptist, Savage, Parish Endowment for Tuition Assistance Fund Immaculate Heart Church Crosslake Endowment Fund Deacon John Matlon Memorial Endowment Fund, Minneapolis St. Joseph Parish Faith Formation Financial Aid Endowment Fund, Red Wing Our Lady Cemetery Fund, Manannah John Mondati – Saint Cecilia Endowment Fund, St. Paul St. Margaret Mary Endowment Fund, Golden Valley Our Lady of the Lakes Perpetual Care Fund, Spicer Mustard Seed Mission Endowment Fund, St.Paul St. Mark’s Parish Endowment Trust Fund, St. Paul Saint Mary’s Perpetual Care Endowment Fund, Arlington Nativity of Mary Endowment Trust Fund, Bloomington St. Mary of the Lake Cemetery Perpetual Care Fund, White Bear Lake St. Aloysius Cemetery Fund, Olivia Nativity of Mary School Endowment Trust Fund, Bloomington St. Matthew’s Education Endowment Fund, West St. Paul St. Anastasia Endowment Fund, Hutchinson NET Ministries Alumni Endowment Fund, West St. Paul St. Michael Cemetery Perpetual Care Fund, Farmington St. Andrew’s Parish Religious Education Fund, Montevideo NET Ministries Endowment Fund, West St. Paul St. Michael Designated Endowment Trust Fund, Farmington St. Eloi Parish Endowment Fund, Minneota Our Lady of Grace Catholic School Endowment Fund, Edina St. Michael Endowment Fund, Prior Lake St. John the Evangelist Tuition Assistance Endowment Fund, Duluth Our Lady of Grace Endowment Trust Fund, Edina St. Nicholas Cemetery Perpetual Care Fund, Carver St. Mary Cemetery Fund, Olivia Our Lady of Peace Parish Endowment Fund, Minneapolis St. Odilia Prayer Garden Perpetual Care Fund, Shoreview St. Mary’s of Bird Island School Endowment Fund St. Michael Cemetery Fund, Milroy

12 13 Legacy Society Members

The Legacy Society honors William Altenhofen † Dr. George C. and Patricia † Dorsey Richard and Ruth Ann † Jacobs James F. and Eleanor † Lyons Robert † and Dorothy Prax Florian J. Sterner Bernadette Amerongen Most Rev. Paul V. Dudley, DD † Len and Bea Japs † Daniel and Jean MacDonald Alexander † and Caroline Puzak Mark and Lee Ann Sticha individuals and families who Charles R. and Viola † Amundsen Thomas and Hannah Dzik Donald and Marian Jardine † Daniel J. and Sheila † MacDonald George † and Anne F. Raiche William † and Anne Stocks John and Elsie Andraschko Alfred and Mary Elder Leo and Arlene Jarombek † Daniel and Penny Malecha Fred J. Ranallo † Gertrude C. Stoltz † have named the Catholic Walter Andrychowicz † Donald and Marilou Eldred Ray † and Cleorie Johnson Catherine Marien † Arnold and Deanna D. Rasmussen Clara Storms † John and Kim Arens Thomas and Patricia Emmer Warren E. Johnson † Barbara Martin Ronald Reimann and Diane Liemandt-Reimann Robert and Anne Strachota Community Foundation, James A. Audette Larry and Janet Enerson Clarence † and Clara Jorgensen John A. and Dorothy † Matschi John J. and Eleanor Reusch † JoAnne Streich David and Rita Baden Theodore A. and Mary Estrem † Paulette Joyer Lawrence J. † and Barbara Matthews Richard G. and Dorothy Revord † Michael and Marilyn Sullivan or a fund managed by the Severne M. Banack Frank and Rosemarie Evangelist Thomas and Shirley Jungels Francis N. and Mary Louise Mayer † Br. William Rhody, FSC † Carol A. Swanson Donald † and Margie Bartho Raymond and Genevieve Feltl † Mary F. Kading Eugene Ebert and Marian McCarty Ebert Gerald and Diane Riebel Steven and Patricia Szarke Foundation, in their will or William L. Belkengren Susanna Fleischhacker † Charlotte M. Kangas † Darrel and Glenda McDonald Most Rev. John R. Roach, DD † Gerald † and Bernice Tacheny Robert and Mary Belongie Rev. Martin P. Fleming Anne Keller Rev. Kevin McDonough Robert J. and Dorothy H. Roth Dr. Joseph and Mary Thul estate plan. We are deeply Karl A. Berndt † Richard H. and Margaret Fleming † Barbara A. Keller Hugh McElroy John and Carol Rueb Rev. Michael M. Tix Mary M. Bettenburg Paula Flück Gerald and Charlotte Kelly Rosemarie M. McGiffin Rev. Patrick J. Ryan Leonard and Lois Tracy † grateful for their dedication Richard and Carol Biniek Most Rev. Harry J. Flynn, DD Bernice Kelly † Jay McGivern Margaret Ryan † Michael and Michele Traeger Earl and Lorraine Blaylock † James and Elizabeth Foley Clarence and Dorothy Kelzer Timothy J. and Ann McGough Robert and Mary † Sahli Margaret A. Turner † and charitable vision. The Dolores A. Blenkush † Lyle and Barbara Franke Lorraine A. Kelzer Lawrence and Andrea † McGough Robert F. and Kathleen M. Sather Donald and Jolene Twombly Warren H. † and Marilyn A. Blomquist Joleen R. Franta † Mary Kay Kennedy Michael and Janet McGough M. Scott and Ellen Sayer Bernard and Kathleen Vagnoni symbol † denotes those Harold † and Patricia J. Boerboom Francis and Jean Franta Laurence and Suzy Kennedy Peter J. † and Mary McKenna James and Mary Schacker Lawrence and Suzanne Vanden Plas Daniel and Mary Jane Borrell Eugene and Mary Frey Robert and Margaret † Keppel Michael McNamara and Mary Beth O’Reilly Roger and Irma Scherer Pete Vestol † who have passed. We ask Ellen Cull Bouslough Clara Fulton Adella P. Kerber † Richard and Carol McNamara Bernadine E. Schmidt Yvonne B. Wagner † Dr. R. Michael and Sharon Bowen Thomas and Jan Nolan Gainor Edwin Kerber † John and Jane McNeill Rev. George V. Schmit, Jr Rev. Msgr. John C. Ward † our community to keep all Harold Brady Elizabeth Gardner Ralph and Bette Keyes † Raul Andruet and Aida Mendez Robert and Marianne Schoenecker Rob and Mary Weber Adeline M. and Milton Brecke † Rev. Msgr. Francis J. Garvey † Harry H. and Audrey Kirby † Susan D. Meneely Marguerite Schoengart Marlys J. Weber deceased members of the Jerome Brown † Ronald and Brenda Gieneart Rev. Francis R. Kittock Gerald and Kathleen Meyer William and Ranee Schouviller William Wegscheider † John and Betty Bruender Philip † and JoAnn Gitter James † and Mary Z. Klein Luther J. and Gertrude E. Moen † Elizabeth Schreiner Jerome and Mary Ann Weigenant Legacy Society in its prayers. Rev. John Brunner Rev. Robert P. Goblirsch John L. and Kathleen † Kokesh Kathryn Doyle Mooney † Mary J. Schubert Don † and Arlene Welbes Frank J. Bruns Jr. Richard and Delphine Goldstrand † John L. † and Rajah Kolb Rodger † and Marjorie Mountain Ed and Mary Schumacher Albert J. † and Mildred Wesely Raymond S. † and Helen K. Brya Edward and Barb Gorski Richard and Karen M. Koppy Barbara Mulcahy Kenneth and Jan Schwalbach Thomas J. and Gloria Wesely Leona L. Burke † Dr. Joseph and Clarice Gryskiewicz Joan C. Korkowski Harold and Bernice Mullen Ann Schweitzer Bob and Mary Wesslund † Thomas L. Busch Robert † and June M. Gust Rich and Mary Ann Kramer James and Franchelle Mullin Kenneth W. Scully † Judith Whitacre Vivian Byers † Rev. Paul J. Hadusek † Dr. Stephen and Marla Kramer Catherine Grace Murphy † Thomas and Janice Segar Dorothy and George White † Rev. Albert Byrne † Edward S. † and Margaret Hagerty Vivian Kratz Martin Newell † James and Lucia Seidel Kathleen M. Wichmann Frances H. Callaghan † Raymond and Sally Haik Norbert and Teresa Krenik Timothy P. Nichols David and Patricia Serreyn Richard † and Sunny Wicka Ruth E and Francis Callaghan † Mary Ellen Halverson Thomas and Janet Krocheski Mickey K. Nickelson John L. Shrake † Angela R. Widi William G. and Connie D. Carroll † Hazel C. Heim † Rev. Alphonse M. Kubat † Robert A. † and Helen Nicklaus Rev. Leonard F. Siebenaler Martha H. Wiggins † Joseph E. and Fern Check † Quentin † and Sally Heimerman Kathryn Kubinski F. Gerald and Monica M. Nilles Nicholas G. and Susan † Simons Theresa Wilkes Donald and Oma Christle † George and Katherine Henrich Eunice Kuehn Kay O’Brien Bunker † Rev. Robert Sipe Rose Williams Robert and Judith Claflin Julia F. Herl † Kathryne Kuhns Richard and Suzanne Opitz Brien Slawik and Monika Strom Steven and Lynn Wolf Alfred G. Colling Lawrence and Barbara Hessburg Suzanne Laddusire Phil and Connie Paquette Harold and Sharon Slawik Daniel T. Wolfe and Carol Frey Wolfe Clement and Molly Commers Rev. Msgr. Patrick J. Hessian † Joseph and Teresa Lahti Rev. William Paron Jerome and Delores Slawik Rev. Richard J. Wolter † Dr. Joseph P. † and Louise Connolly Eugene and Barbara Hickok Stewart and Kathleen Laird Wayne and Patricia Pelzel George A. Slipka † Rev. Msgr. Robert J. Wyffels † William and Marilyn Dejarlais Rev. Mr. Gary and Jacqueline Hoffman Louis and Loretta Langer Warren † and Rachel Pennig Ronald and Mary Smith Alma E. Young Giovanna Dell’Orto Marjorie Horst † Phyllis A. Langfield Valeria Pezzani † Stanley and Gladys † Sommers Richard D. Zarneke Rev. Dennis K. Dempsey Marjory Hougher † James and Barbara A. Larkin † Henry and Dorothy Piché † Robert L. and Lucille Speeter † Germaine Zeglin † Dr. and Paul and Ann Dickinson Rev. Leo Huber † Robert and Florence Larkin † Mildred J. Pike † Rev. Msgr. Stanley J. Srnec George † and Susan Zirnhelt Mark Diekman and Deborah Pryor-Diekman Carolyn Huston Peter and Mary Larsen Ron Plante Jack and Nan Steger Leonard and Irene Zvanovec Thomas and Betty Nell Dolan Clarence and Bernice Hynes Philip P. LaVelle † Terrance Plante John and Eleanor Steichen James and Christine Doody Shaun Irwin Maurice and Alice Leuthner Rev. Francis Pouliot Agnes Stensby

14 15 Natalie King has been the Catholic Youth Camp (CYC) director since GRANTS BRING NEW KIDS TO CAMP 2007, and has spent most of her tenure revitalizing the camp which had been in decline. She’s spent the last few years modernizing the facility, This year the Catholic Community Foundation (CCF) made a grant kindling faith at summer camp of $31,000 to CYC to support outreach efforts. The funds come from adding new programs, and increasing enrollment. Natalie’s words are infused with enthusiasm as she talks about her work. “We get kids from one of the Foundation’s oldest endowments and was established by Located on the shore of Big Sandy Lake near McGregor, the Catholic Youth Camp is the only both really strong Catholic families and nonreligious families. Everybody contributors to the Family of Faith campaign which helped launch CCF in 1992. place in Minnesota that combines residential summer camp activities with a Catholic faith is welcome,” said Natalie. “Some kids are worried it’ll be boring or we’ll make them pray all day, but once they’re here, they see how fun it is.” The grant to CYC funded scholarships to help families cover the costs of experience. Since it was founded in 1947, it’s brought a fresh approach to nurturing faith Now, Natalie is excited about the potential to reach even more young camp for their children. “These families couldn’t afford to send their kids people ages 7 to 17. in young people. to camp without scholarships,” explained Natalie. “For a lot of kids who

16 17 MORE SEEDS OF FAITH

come here, this is one of many summer camps. They also go to soccer Faith is a gift from the Father, but it must be fostered from one generation to the next. Our community knows camp, camp, and art camp. But for the scholarships, we’re this well and fuels many youth ministries like Catholic Youth Camp that plant seeds of faith. Here are just a few. talking about kids who spend their entire summer at home. This camp is it.”

Natalie recalls one boy who came to camp on a scholarship who seemed like just another happy camper during his weeklong stay. Afterwards, his dad emailed Natalie to share what a big difference the CYC had made in his life. “His dad told me he didn’t have friends back home and he was picked on at school,” Natalie said. ”Then he came to camp and bonded with the 12 kids in his cabin.” His dad reported that for the first time ever, his son felt like he fit in. Fellowship of Catholic University NET Ministries challenges young Catholics St. Paul’s Outreach (SPO) is a national Students (FOCUS) is a national outreach to love Christ and embrace the life of organization that is fighting for the PLANTING THE SEEDS OF FAITH that invites college students into a the Church. Every August, 150 young minds and souls of young people on Natalie believes that it can be hard for young people to connect growing relationship with the Catholic Catholics aged 18-28 leave behind their college campuses around the country. with their faith in a way that’s meaningful, so CYC strives to make Church. Recent college graduates jobs, school, family, and friends to devote SPO is committed to addressing the the spiritual relevant. Amidst the archery, canoeing, campfires, and typically serve as FOCUS missionaries, nine months to serving with the National spiritual needs of students who are group games, kids talk about and act on what Natalie calls the Five Cs: devoting two or more years after college Evangelization Teams (NET). During those hungry for truth and meaning but courage, charity, cooperation, community, and Christ. “And then we to reaching out to peers on campus. nine months, the NET missionaries move who aren’t connecting with traditional from town to town and parish to parish, outreach programs. have our counselors who are so excited about their faith,” said Natalie. This year, more than 550 FOCUS proclaiming the Gospel and inviting “They’re young and fun and really get the kids going.” missionaries will serve on 125 campuses young people to live for Christ. SPO dives deep as it works to engage While every day is jam-packed with summer fun, time is set aside for in 38 U.S. states and two locations in students in a comprehensive process daily reflection and prayer. It takes her back to her own childhood Austria. More than 20,000 FOCUS alumni NET was founded in the Archdiocese of that fosters formation in the Catholic memories. “As a kid, prayer usually felt boring,” Natalie said. “But at have been prepared to evangelize St. Paul and Minneapolis in 1981. Since faith and life. The result is thousands camp, I felt like God was listening.” parishes throughout the U.S. Within this then, NET teams have led more than of alumni who are passionate followers number, 600 have made decisions to 29,000 retreats and ministered to more of Christ. They continue to shine God’s Kids who are more confident in themselves and in their faith leave pursue Catholic religious vocations. By than 1.7 million young Catholics. light in the world long after they have camp with a renewed spirit and sense of purpose. “Maybe they’ll 2022, FOCUS expects to launch 75,000 graduated, renewing the Church and pursue youth group or be more excited about Mass,” Natalie said. alumni into America’s 17,000-plus evangelizing the culture. “We’re planting the seed of faith, and we believe it will grow into a Catholic parishes. lifelong experience.” Certainly, the CYC is planting seeds, unseen now, that represent the future of the Church.

18 $14,500 $106,000 $45,700 Donor Advised Funds

A Donor Advised Fund Abele Family Charitable Fund Franske Family Fund Clarence F. and Dorothy A. Kelzer Fund Bill and Julie Mikkelson Fund Seagren Family Charitable Fund ABPI Fund Eugene U. and Mary F. Frey Fund Thomas and Diane Kemper Family Mark Miller and Anne Cullen Miller Fund Segar Family Fund facilitates intentional Archdiocesan Urban Schools – Pohlad Friends of East Africa Fund Charitable Fund Missions of Michael Fund Jim and Lucia Seidel Fund Family Gift Fund Furness Family Fund Robert E. and Margaret M. Keppel Dan and Sheryl Moran Donor Advised Fund Greg and Sara Seifert Charitable Funds charitable giving in an Jo and Gordon Bailey Family Fund John and Emily Gainor Family Fund Charitable Fund Dr. John Morrison and Carrie Scherer Karen and Patrick Shrake Charitable Fund William Belkengren Charitable Fund Gazelle Legacy Fund Kiffmeyer Family Fund Family Fund Thomas W. and Rebecca E. Sinner Fund easy-to-use format that Antonio and Cecilia Bernardi Charitable Fund Gary and Joan Geurts Fund Klein Family Charitable Fund Mulcahy Family Fund Tom and Terry Skiba Charitable Fund Biver Family Charitable Fund Laura Shearon Gibbons Fund Leon and Kathleen Kline Family Charitable Fund James and Franchelle Mullin Fund Harold and Sharon Slawik Fund aligns with your faith. Donor Bott Family Charitable Fund Betts and Don Giefer Fund John and Maureen Knapp Family Fund Les and Betsy Murphy and Pete and Judy Jerome and Delores Slawik Fund Michael and Dolores Boyle Family Michael and Susan Gores Family Fund Edward and Julianne Kocourek Family Fund Pedersen Fund Robert and Diane Slayton Fund Advised Funds can be used Charitable Fund Tom and Joleen Greene Family Charitable Fund Emery and Karen Koenig Fund Brian and Michelle Murray Charitable Fund Ronald and Mary Smith Charitable Fund Bradley Family Godshare Fund Grommesh Family Fund Kathleen † and John Kokesh Fund Nangle/Naphin Family Fund MCJ Snyder Charitable Fund to plan giving annually Richard and Lorraine Brasket Fund Patrick and Sally Gruber Charitable Fund Dr. Stephen and Laura McGough Kolar Fund Thomas and Mary Ann Newinski Family Fund Fr. Stanley Srnec Charitable Fund Brennan Family Charitable Fund Grundtner Family Charitable Fund Allan and Elaine Kolles Charitable Fund Lawrence M. O’Shaughnessy Family Fund St. Francis Fund and over a lifetime, pass Peter and Maura Brew Family Fund Dan and Colette Hagen Family Fund Kranz Family Fund Opus Prize Foundation Fund John and Margaret Staiger Family Fund Bruski Family Charitable Fund Haik Family Charitable Fund Thomas and Janet Krocheski Charitable Fund P and R Charitable Fund R and M Stark Fund on philanthropic values, Florian J. and Dorothy M. and Thomas L. Busch Halbur Family Fund Kunkel Family Charitable Fund H. William and Molly Park Family Fund John and Nan Steger – Insurance Policy Charitable Fund Jean Hammar Charitable Fund Kevin and Maureen Lahr Fund Richard and Karen Pearson Family Fund Sticha Family Charitable Fund and can provide a basis Canto Family Fund Harrington Family Fund Stewart W. and Kathleen M. Laird Peichel Family Charitable Foundation Fund Stocks Family Fund Fred and Molly Commers Fund Mark Hazzard and Sharon Simonson Charitable Fund Pelner Family Charitable Fund Tautges Family Fund for your personal legacy Norbert and Mary Ellen Conzemius Fund Charitable Fund Carlo LaManna Fund Petesch Family Charitable Fund Tholkes Family Charitable Fund Cook Family Charitable Fund Robert and Mary Quirk Healy Family Fund Lang Family Charitable Fund Pihlstrom Family Fund Jeanne Thomas Charitable Fund endowment. James and Mary Crowley Fund Healy Family Charitable Fund David Lano Foundation Fund Pulles Catholic Family Fund Tiffin Family Fund Hugh and Melissa Cullen Family Fund Heimerman Family Charitable Fund Regina M. LeMay Charitable Fund Tom and Mollie Raih Family Fund Tinucci Family Charitable Fund Lillian Cummings Memorial Fund Laura and David Hemler Charitable Fund Letscher – Glancy Family Fund Mark and Karen Rauenhorst Family Fund Khanh Tran and Kim Vu Charitable Fund Tony and Jennifer DelDotto Fund Jack and Barbara J. Hessburg Fund Morrie and Alice Leuthner Charitable Fund Donald and Jean Regan Fund for Hill Murray Jeff and Susan Turner Fund Deo Gratias Fund Hickok Family Fund Liemandt Family Fund Jim and Chriss Renier Fund Two Ravens Charitable Fund Russell Dickinson Celebrate Life Fund Quentin J. Hietpas Fund Lungwitz Family Fund Reserve TWP. Fund #1 Twomey/Lord Charitable Fund Diekmann Family Charitable Fund Father Jim Himmelsbach Fund Richard and Jean Lynch Fund Erwin and Hedwig Riesgraf Family Fund Underwood Sullivan Advised Fund Divine Mercy Charitable Fund Earl and Kathy Hoagland Sacred Lyons Family Fund Janet M. Robert Charitable Fund Urban Elementary Catholic School Fund Morgan and Celine Donohue Family Fund Manoomin Fund Fr. Stan Mader Fund Roessler Family Fund Utoft Charitable Fund Duc in Altum Funds Delores and Bernard Hofschulte Family Judith Rauenhorst Mahoney Family John and Carol Rueb Fund Joseph and Nancy Utoft Charitable Fund Edward and Margaret Dudley Family Charitable Donor Advised Fund Foundation Fund Madonna Russo Charitable Fund Vanden Plas Family Funds Charitable Fund Holm Family Fund Ernie and Susan Maier Fund Sayer Family Foundation Fund Vasatka Family Fund DuFresne Family Charitable Fund Bruce and Pat Huber Charitable Fund Steven and Helen A. Masica Family Fund Ellen and Scott Sayer Charitable Fund Gary and Sheri Vasko Family Fund Douglas M. and Kathleen A. Eiden Fund Thomas and Julie Hurley Fund Mary Lou Mathiowetz Charitable Fund John E. and Carole A. Sayer Charitable Fund Bryan and Kimberly Volk Family Fund Alfred O. and Mary A. Elder Charitable Fund International Beddor Fund Marjorie Mathison Hance Charitable Fund James C. and Mary E. Schacker Charitable Fund Wagner Family Charitable Fund Marilou and Don Eldred Charitable Fund Interreligious Dialogue Fund John J. and Mary Anne T. Mauriel Robert L. Lee and Mary E. Schaffner Warner Family Fund Enestvedt Family Charitable Fund J and L Fund Charitable Fund Charitable Fund Waterfall Fund Greg and Beth Engel Fund Jack and Kay Jasper Family Donor Advised Fund McCloughan Family Fund Gary and Carolyn Scherer Fund Weingartner Family Fund F. M. Farrell Family Fund Jesucristo Resucitado Mission Fund Andrea and Larry McGough Charitable Fund Georganne and Kristopher Scherer Family Fund Jerry and Mary Welle Family Fund Fatima Charitable Fund David Johanneck Charitable Fund Leo and Mary Kaye McGough Charitable Fund Scherer Family Fund Wenger Family Charitable Fund Finley Family Fund Norbert and Veronica Johanneck McGrath Family Fund Ed and Ann Schlueter Stewardship Fund Wier Family Fund Fleming Family Charitable Fund Charitable Fund Mary Cullen McKeown Charitable Fund Bernadine E. Schmidt Charitable Fund Wingerd Family Charitable Fund Paula Flück Charitable Fund JM Joos Fund John D. and Jane A. McNeill Family Donor Schmidt Family Fund Michael and Pamela Wold Fund Archbishop Harry J. Flynn Charitable Funds Thomas and Shirley Jungels Family Fund Advised Fund Stephen and Carrie Schmitz Fund Steve and Lynn Wolf Fund M & M Flynn Charitable Gifting Fund Kay Mellon Fund Melsen Family Charitable Funds Marjorie J. Schneider Charitable Fund Jon and Kalley Yanta Family Fund Francis of Assisi Fund Jean C. Kaye Educational Fund John and Patrice Menard Family Fund James and Jan Schueppert Family Fund Richard D. Zarneke Charitable Fund Francois Family Charitable Fund Gregory and Michelle Keeley Family Fund Ted and Laura Merriam Family Fund Schuster Family Charitable Fund Edward C. and Marie C. Zech Fund Merrill Family Charitable Funds Casey and Susan Scott Charitable Fund Marjorie Zeug Charitable Fund 20 21 Legacy Fund

The Legacy Fund allows Anonymous Donors Timothy and Mary Gray Mary E. Michaels Rev. Msgr. Joseph J. Slepicka Bernadette Amerongen Jim and June Gulden Mark and Anne Cullen Miller Rhonda Smieja the Catholic Community Mary C. Anderson † Albert and Colleen Haik Herbert and Elizabeth Mischke Ronald and Mary Smith Betty S. Andrews Quentin † and Sally Heimerman Thomas and Louise Montague Jack and Nan Steger Foundation to respond to James A. Audette Paul and Moira Heinicke Virginia Mulcahy Robert and Anne Strachota Gordon and Jo Bailey Pat Huber and Jerry Cawley James and Franchelle Mullin Richard and Kathleen Student emerging, unmet needs G. Kendall and Nancy Baldry Richard Huberty and Jean Hurlbert Brian and Shelly Murray Roger and Margaret Swenson Robert and Mary Belongie Thomas and Julie Hurley George and Ann Nemanich Jeffrey and Jane Tegeler in our community. We are James and Georgine Benoit Len and Bea Japs † Lucille M. Nickolay John and Joann Theissen John and Cynthia Beuerlein Craig and Patricia Jilk William and Joan Nickolay Alan and Monaliza Tholkes grateful for these donors who John and Nancy Bierbaum Jerome and Rose Jungquist Richard and Suzanne Opitz Louis and Patricia Tinucci Kerrie Blevins Mr. Paul J. Jungquist PadillaCRT Donald and Dolores Traxler have committed gifts to The Reverend David N. Blume Greg and Michelle Keeley Anita Pampusch and Frank Indihar Margaret A. Turner † Fred and Sue Brass Barbara A. Keller † Bill and Molly Park Lawrence and Suzanne Vanden Plas Legacy Fund and invite you Gerald and Catherine Brennan Gerald and Charlotte Kelly Estate of Valeria Pezzani † Jules and Joseph Vierling Thomas G. Brill John and Paula Kelly Stuart Pihlstrom Nancy B. Villwock to join them in strengthening John and Katheen Burke Larry and Suzy Kennedy Mildred J. Pike † Leslie Vork Thomas L. Busch Jim Keyes Raj and Marie Pillai William and Barbara Wagner our community together. Verle Carlin Paul and Alison Knapp Ramon and Marilyn Pogue Marcella Flaten Wartman Josephine Benz Carpenter Ed and Julie Kocourek Premier Banks William and Rosalie Weaver Helen R. Coffey Emery and Karen Koenig Pamela D. Rauen Thomas and Rose Winkels Alfred G. Colling Stephen and Laura Kolar Rauenhorst Family Foundation Otto C. Winzen Memorial Funds David Commers and Janet Nelson Commers Mr. Philip Kunkel Mark and Karen Rauenhorst Kathleen Yung Norb and Mary Ellen Conzemius Margaret Kuznia James W. Regan Richard D. Zarneke Leo and Janis Dehler Donald and Joanne Kvasnicka Donald and Jean Regan Richard and Kathleen Zieman Lawrence and Mary DeMeules Timothy and Roxanne Lackas Sean and Mary Regan George † and Susan Zirnhelt Scott and Jane Deming George and Carol Lang Estate of Carl Remick Diocese of New Ulm, MN Robert and Florence Larkin † Estate of Richard and Dorothy Revord Michael and Virginia Dwyer Steven and Joan Larson J. Peter and Mary Ritten Edward Ehlenz William and Jeanine Lauer Randall and Janet Rogers Alfred and Mary Elder Brian and Jane Lavin Dolores M. Rufenacht Marilou and Donald Eldred Deacon Lawrence and JoAnn Lawinger The Saint Paul Foundation William and Leveda Faulkner Steven and Mischelle Lentz Timothy and Mary Scanlan Jim and Jane Fennell Thomas Leonard Mary Schaffner and Robert Lee Donavon and Joyce Fisher Tom and Sheila Letscher Gary and Carolyn Scherer Paula Flück Maurice and Alice Leuthner Roger and Irma Scherer Robert and Sharon Flynn Robert Lloyd and Sally Rystrom Roger † and Angeline Schnobrich Gene and Mary Frey Malloy Montague Karnowski Radosevich & Co., P.A. Casey and Susan Ann Scott Rev. Francis L. Fried Renee M. Malloy James and Lucia Seidel James Frisell and Karent Knepper Frisell Marjorie Mathison Hance Jim and Annie Seidel William and Barbara Gabler Malcolm and Mary McDermid Sexton Family Foundation Bill and Joan Gacki The McGough Foundation Jerry and Marilyn Sexton Thomas and Jan Gainor Larry and Andrea † McGough Michael and Charlene Sheahan Chuck and Arlene Garrity Monica E. McGough Terrance and Marlene Shelstad Michael J. Gerard Joseph and Paula McGrath Mark A. Shrake Julie and Michael Gerend Thomas and Mary McKeown Silver Lake Dental Brig. Gen. Leo C. Goodrich (Ret.) Harry G. McNeely Harold and Sharon Slawik Frederick and Barbara Gorka Robert and Mary Mersky Jerome and Delores Slawik

22 23 Family Business Leads to Family Giving Kent Roessler was growing up on a farm north of the Twin Cities when his father died, leaving Kent’s mom, who was six months pregnant at the time, to raise the children on her own. “Can you imagine the pressure that was on her?” Kent marvels. “That’s how I grew up.”

Kent showed signs of his mother’s ingenuity and work ethic when at 18, he moved to the Twin Cities, took a job with a homebuilder, and went on to launch his own hoping & acting in faith company. After 30 years, the success of Paxmar Land Development has led Kent to apply the same strategic thinking he used in business to his philanthropy. At the Catholic Community Foundation, we know that gifts It started in 2003 when Kent sold his business and found himself with a large tax liability. His initial plan was to start his own family foundation, but he discovered from the heart are as unique as the philanthropists who make he could achieve the same results at a lower cost by working through the Catholic Community Foundation, so he and his wife opened a donor advised fund. “Our them possible. But because our philanthropists give humbly plan was to have our kids involved in our giving so they can slowly take over the as our faith directs, their stories often go untold. We are fund,” explained Kent. “I’m not a fan of leaving a big inheritance.” grateful that several have allowed us to share their stories “We all come together and talk about who we want to give to,” said Kent’s wife, Muriel, referring to their children Alan, 32, Sarah, 30, and Ryan, 12. in this report. They are beautiful reflections of how our The family recently toured the North Side Development Center, a nonprofit based community hopes and acts in faith. in North Minneapolis that’s run by Catholic Charities. “It’s a good program and there’s a huge need,” said Kent. “When we toured, Ryan was with us,” he added, nodding toward the twelve-year old. “We could talk to him until our face turned blue, but now, he’s seen it for himself.”

While Kent enjoyed the challenge of building up his business, he clearly relishes the opportunity to give money away. In fact, it’s led to increased tithing. “God has blessed us with abundance and we are fully aware that we need to be good stewards,” he said. “In the end, none of us are getting out of here alive.”

Muriel agrees, “To him whom much has been given, much will be expected.”

24 25 Investing Time and Treasure Honoring Her Heart Forever When Greg Melsen was invited to join the board of the Catholic Severne Banack’s memories flow easily as she recounts funny stories from her early career, and talks about Community Foundation (CCF) last year, it was a decision he made the family who purchased her home and who are now her friends. Her sweet smile and easy laugh call to along with his wife, Barb. The Melsens are a tight knit couple who mind a beloved grandma. But go just beyond the gentle manner of the unassuming 91-year-old and you’ll like to dig deep into an organization before they decide to get discover a self-reliant, independent thinker who was a bit of a pioneer in her day. involved. Their shared background in accounting and finance has given them the skills to critically assess a nonprofit in ways that Severne’s career began after her marriage ended in the 1960s and she needed to support herself. “I felt like most people can’t. They gave CCF a thorough review. I was starting from scratch,” recalled Severne. Control Data had just begun offering classes in computer code so she signed up. “I met a lot of interesting people looking for a new start,” she said. “It was a real “The first test CCF had to meet was whether we felt OK putting our cross section—kind of a motley crew,” she added, laughing. donor advised fund there,” Barb said. Severne went on to become a technical writer and after several “We looked at the fees and the returns,” Greg added. “They would decades of steady work, she scaled back and took a part-time job need to be competitive if I were to join the board.” Greg’s ability to at her home parish, St. Therese’s in Deephaven, where she taught make that kind of dispassionate appraisal was honed in a career students in the school’s new computer lab. that spanned more than 40 years and included experience both as an audit partner in a Big Four accounting firm and as a chief In 2013, Severne began funding an endowment at the Catholic financial officer. Community Foundation using required minimum distributions from her IRA. The endowment will allow her to support in perpetuity In the end, Greg not only joined the CCF board, he and Barb several charities that are dear to her. They include technology moved their existing donor advised fund from another service Photo Credit: Tricia Eagan upgrades at St. Therese Catholic School; a memorial fund to honor provider to the Foundation. her brother who was a firefighter for Elk River; the Guardian Angels Care Center where her mother died at the age of 107; the Arboretum The Melsens are selective about who they support, and fiscal prudence matters to them. “I’m very Foundation where she volunteered for 17 years; and the Humane outspoken about not contributing to causes that have a high overhead,” said Barb. But once they’ve Society in remembrance of her many cherished pets. made a decision, they’re all in, generously giving both their money and their time. They’ve served on Catholic school boards and traveled to Africa with Catholic Relief Services. Shortly after Greg joined the After years of planning for her own financial security, Severne is Foundation’s board, Barb joined the board of directors at Catholic Charities. modest about the accomplishment of funding an endowment. “I don’t feel rich, but I know I have more money than an awful lot of people,” The Melsens point out that their approach reflects a recent trend in philanthropy. “Churches used to have she said. social justice funds and people would just contribute and leave it to the church to decide,” Barb said. “But now, if I give, I want to make my own decisions.” She pauses as she reflects on her good fortune. “God’s been looking out for me an awful long time,” she mused. “I’m surprised He hasn’t “People want more control,” Greg observed. “But they’re still generous and committed. It’s a hopeful time.” grown tired of it yet,” she laughs. And the Melsens hope to continue helping others through smart philanthropy.

26 27 Endowed Funds

An endowed fund is a Annunciation Parish Endowment Fund Family of Faith General Undesignated Elaine and Allen Kolles Endowment Fund Our Lady of Peace Education Endowment Fund St. Mark’s Scholarship Endowment Fund, St. Paul Archdiocesan Venezuelan Mission Endowment Fund Carlo J. LaManna Family Endowed Scholarship Our Lady of Peace Home Endowment Fund St. Michael Religious Education Endowment Fund, permanent gift that will Endowment Fund Family of Faith Religious Education Funds for Tuition Assistance and Saint Paul Fr. William J. Paron Endowment Fund Stillwater Ave Maria Academy Fund, Maple Grove Endowment Funds Seminary Patrons of St. Anne’s School Endowment Fund St. Peter Claver Tuition Aid Fund, St. Paul provide a perpetual source Severne M. Banack Endowment Fund Family of Faith Support and Education for Lannan Family Fund for St. Thomas Academy Valeria Pezzani Endowment Fund St. Peter School Tuition Assistance Endowment Benilde – St. Margarets School Endowment Fund Priests Endowment Fund Fr. Patrick Lannan Fund Piché Family Fund Fund, North St. Paul of funding to designated Blessed Virgin Mary Charitable Fund Family of Faith Tuition Assistance Robert E. and Florence D. Larkin Charitable Fund Anthony and Melva Pierce Endowment Fund St. Rose of Lima Tuition Assistance Endowment Harold and Patricia Boerboom Priests Retirement Endowment Funds Philip P. LaVelle Charitable Endowment Fund Arthur J. Popehn Family Foundation Fund Fund, Roseville charities or charitable Endowment Fund Raymond and Genevieve Feltl Church of Lenzmeier Family Fund Donald and Veronica Poquette Charitable Fund St. Thomas Aquinas Catholic School Endowment Brown – Mountain Family Advised Fund St. Joseph Endowment Funds, Hopkins Mrs. Clara Hill Lindley – Fund Preaching and Presiding Institute Endowment Fund Fund, International Falls causes. With an endowed Jerome J. Brown Endowment Fund Florence A Florance Scholarship for Academy Erasmus C. Lindley – Charitable Fund Priests Continuing Education Fund Star Family Fund Brya Family Endowment Fund of Holy Angels and DeLaSalle High School Catherine O’Connor Marien Legacy Priests Retirement Endowment Fund Supporting Excellence in Catholic Schools Fund fund, charitable giving Robert and Dolores Buril Fund Archbishop Flynn Legacy of Faith Endowment Fund Rauenhorst Family Scholarship Endowment Fund Total Life Care Centers Endowment Fund Burns Family Charitable Endowment Fund Endowment Fund Mary Mother of God Endowment Fund Carl J. Remick Jr. Fund Trinity Foundation Educational Endowment, lives on for countless Vivian M. Byers Fund for St. Francis and Endowment Fund for the Friends of Catholic Burt and Patricia McGlynn Family Scholarship Jim and Chriss Renier Scholarship Fund St. Louis Park St. James and St. Matthew, St. Paul Urban Schools Fund for the Murray Institute Reserve TWP Fund No. 2 Corinne Van Heel Endowment Fund generations. Anyone can Carondelet Life Care Ministries Endowment Fund Msgr. Francis J. Garvey Endowment Fund O. Bernard and Dorothy Ann McGuire Tuition Respect Life Program Endowment Fund Norman W. and Nancy B. Villwock Family Fund Connie D. and William C. Carroll Scholarship Fund Richard and Delphine Goldstrand Assistance Endowment for St. Mark’s School Richard G. and Dorothy E. Revord Family Wagner Family Endowment Fund create an endowed fund at Cathedral Foundation Endowment Fund Charitable Fund Fund, St. Paul Charitable Fund Joseph and Angeline Waletzko Scholarship Fund Catholic Youth Camp Endowment Fund Good Shepherd School Education Endowment Donald and Bernice Messerich Family Cole Richardson Endowment Fund Wegscheider Saint Paul Seminary Endowment Fund the Catholic Community Center for Mission Endowment Fund Fund, Golden Valley Charitable Fund Most Reverend John R. Roach Fund Robert and Mary Wesslund Fund for the Church of Cerenity – Marian Center of St. Paul Catholic Tom and Joleen Greene Family Endowment Fund Milroy Family Designated Endowment Fund Sacred Heart Fraternity of Secular Franciscan St. Odilia, Shoreview Foundation to support Service to the Elderly Fund John and Patricia Gries Endowment Fund Phillip and Barbara Milroy Cathedral School Endowment Fund Martha H. Wiggins Charitable Designated Joseph and Fern Check Legacy Fund Growing in Faith Fund Scholarship Fund Saint John Vianney Seminary Endowment Fund Endowment Fund causes near to his or Community Priorities Fund Guest House Endowment Fund Ministerial Enrichment Endowment Fund Saint Paul Seminary Endowment Fund Otto C. Winzen Charitable Fund Conzemius Fund for Cretin-Derham Hall Guild of Catholic Women Endowment Fund Missionary Sisters of St. Peter Claver Saint Paul’s Outreach Endowment Fund Emil and Julia Wittman Memorial Fund her heart. Mary Ellen Priebe Conzemius Endowment Fund Haugh Family Fund for Catholic Teachers Endowment Fund Endowment Fund Reverend Richard J. Wolter Endowment Fund Cora Cooty Endowment Fund and Religious Education Directors and for Molz Family Endowment Fund George and Evelyn Sayer Scholarship Fund for St. John Rev. Francis Costiou, OMI Memorial Fund Elementary Schools Tuition Support Kathyrn Mooney Endowment Fund for the the Baptist in Excelsior Crosier Fathers and Brothers Endowment Fund Hazel C. Heim Fund churches of Annunciation, St. Olaf, and Ronald and Nadine Schoenborn Designated Diaconate Educational Assistance Fund Msgr. Patrick J. Hessian Fund St. Stephen, The Basilica of Saint Mary, Endowment Fund William C. and Corinne J. Dietrich Charitable Fund Endowed Earl and Kathy Hoagland Sacred Saint John Vianney Seminary, and Kenneth W. Scully Endowment Fund Maureen Dolan Jurek Charitable Fund Manoomin Fund Catholic Charities David and Patricia Serreyn Endowment Fund Edward and Margaret Dudley Memorial Thomas and Patricia Holloran Catholic W. Edward Mullin and Mary Hester Mullin Dr. Gregory Sheehan Scholarship Fund Endowment Fund Charities Fund Charitable Fund Sisters of the Good Shepherd Endowment Fund Elder Family Endowment Fund Reverend Leo Huber Charitable Endowment Fund Catherine G. Murphy Funds for Catholic Charities, Skipper Slawik Fund Marilou Eldred, Ph.D. Legacy Fund Immaculate Conception Church Endowment The Saint Paul Seminary, and St. Thomas Reverend Henry J. Sledz Fund for the New City Ministry Dr. Ellsworth and Mae F. Kneal Endowment Fund Fund, Columbia Heights More, St. Lord Endowment Funds, Slipka Family Charitable Fund Estrem Family Endowment Fund Immaculate Heart of Mary School Tuition St. Paul George and Jeanne Slipka Charitable Fund Frank E. and Rosemarie V. Evangelist Assistance Fund Nativity of Our Lord Endowment Funds, St. Paul Spiritual Formation – Catholic School Teachers Endowment Fund Jesuit Retreat House (Demontreville) Nazareth Hall Endowment Funds Endowment Fund Family of Faith Catholic Charities Endowment Fund Newman Center – University Christian St. Catherine University Endowment Fund Endowment Funds Jeffery Paul Johnson Memorial Fund Studies Fund St. John the Evangelist in Little Canada Tuition Family of Faith Education Assistance Sr. Brenda Kelzer Scholarship Fund Nilles Family Fund Assistance Fund Endowment Fund Abigail Kiesner Fund for the Advancement of Alex and Loretta Novak Family Fund St. Joseph Parish Endowment Fund, West St. Paul Professional Women Our Lady of Good Counsel Fund St. Joseph’s Home for Children Endowment Fund

28 29 Agency Funds

Catholic parishes, schools Annunciation Funds, Minneapolis Risen Christ School Funds, Minneapolis St. Odilia Endowment Fund, Shoreview Ascension Education Fund, Minneapolis Sacred Heart Investment Fund, Robbinsdale St. Patrick Funds, Edina and institutions partner with Assumption 2000 Fund, Richfield Saint Agnes Investment Fund, St. Paul St. Patrick Long Term Care Fund, Oak Grove Blessed Trinity School Endowment Fund, Richfield Saint Paul’s Outreach Operating Reserve Fund, West St. Paul St. Patrick Long Term Investment Fund, St. Paul the Catholic Community Calvary Cemetery – St. Joseph Perpetual Care Endowment Fund, Red Wing Sally Jernberg Memorial Fund at St. Frances Cabrini, Minneapolis St. Peter Cemetery Care Operating Fund, North St. Paul Cathedral of Saint Paul Funds Ss. Joachim and Anne Funds, Shakopee St. Peter Claver Funds, St. Paul Foundation to manage Catholic Cemeteries Funds Ss. Peter and Paul Funds, Medina St. Peter Funds, Richfield Catholic Charities Funds: St. Adalbert Long-Term Reserve Fund, St. Paul St. Peter Parish Endowment Fund, Forest Lake charitable assets. Our – Annuities St. Albert Funds, Albertville St. Raphael Funds, Crystal – Christian Sharing Fund St. Albert the Great Parish Fund, Minneapolis St. Rita Fund, Cottage Grove portfolio balances the twin – Dorothy Day Center Fund St. Alphonsus Long-Term Investment Fund, Brooklyn Center St. Rose of Lima Funds, Roseville – Ed Anderson Endowment Fund St. Anne – Father Thomas Diehl Endwment Fund, Wabasso St. Thomas Aquinas Funds, St. Paul Park objectives of investing in a – Jack Thomas Fund for Children St. Bernard School Fund, Cologne St. Thomas More Funds, St. Paul – Lucille E. Kreutzian Endowment Fund St. Bridget of Sweden Reserve Fund, Lindstrom St. Thomas the Apostle Fund, Corcoran morally responsible manner – Residential Academy Scholarships Fund St. Dominic Funds, Northfield St. Timothy Funds, Blaine – St. Joseph’s Home for Children Fund St. Edward Funds, Bloomington St. Timothy Funds, Maple Lake while attempting to maximize – Undesignated Long-Term Investment Fund St. Elizabeth Ann Seton Funds, Hastings St. Vincent de Paul Funds, Brooklyn Park Catholic Senior Services Investment Fund St. Francis – St. James School Funds, St. Paul St. Wenceslaus Endowment Fund, New Prague total financial return over the Center for Mission Fund, St. Paul St. Francis de Sales Funds, St. Paul The Basilica of Saint Mary Endowment Fund, Minneapolis Corpus Christi Fund, Roseville St. Henry’s Cemetery Property Development and Capital Improvment The Saint John Vianney Seminary Investment Fund, St. Paul long term, taking into account Elmer and Ruth Doherty Annuity Fund, Monticello The Saint Paul Seminary Investment Fund, St. Paul Father Louis Morin Endowment Fund at St. Charles, St. Paul St. John Neumann Investment Fund, Eagan Tyler Family Tuition Fund at Hill-Murray School, Maplewood an appropriate amount of risk. Father Tim Nolan Vocation Endowment Fund at St. Paul’s, Ham Lake St. John the Baptist Funds, Excelsior Highland Catholic School Funds, St. Paul St. John the Baptist Funds, Hugo Hill-Murray Foundation Scholarship Funds, Maplewood St. John the Baptist Funds, Jordan Holy Childhood Long-Term Investment Fund, St. Paul St. John the Baptist Funds, New Brighton Holy Family Academy Endowment Fund, St. Louis Park St. John the Baptist Funds, Savage Agency Funds in the Dioceses of Duluth Holy Name Endowment Fund, Minneapolis St. John the Baptist School Endowment Fund, Vermillion Holy Name of Jesus Funds, Wayzata St. John the Evangelist Funds, Little Canada and New Ulm Holy Rosary Capital Improvement Fund, Minneapolis St. Joseph Funds, Waconia Holy Spirit Funds, St. Paul St. Joseph Funds, West St. Paul Fr. John Joyce Education Fund for St. Brendan, Green Isle Hope for the Journey Home Fund at Guardian Angels, Oakdale St. Jude of the Lake Endowment Trust Fund, Mahtomedi Fr. John Joyce Education Fund for St. John-Assumption, Gifts to Support Our Operations Immaculate Heart of Mary – St. Luke School Funds, St. Paul St. Louis, King of France Funds, St. Paul Faxon Twp. Jeanett R. & Lawrence F. Klein 20 Year Term Fund at St. Michael, Stillwater St. Luke Agency Fund, Clearwater Fr. John Joyce Education Fund for St. Joseph, Henderson Lumen Christi Funds, St. Paul St. Mark Funds, St. Paul Fr. John Joyce Education Fund for St. Mary, Arlington Although we don’t ask, we are grateful for these donors who have generously given Mary Queen of Peace Funds, Rogers St. Maron Funds, Minneapolis Fr. John Joyce Education Fund for St. Michael, Gaylord Mary, Mother of the Church Fund, Burnsville St. Mary Fund, New Trier Fr. John Joyce Education Fund for St. Thomas, Jessenland gifts in support of our mission and outreach to the community this year. Maternity of Mary/St. Andrew School Investment Fund, St. Paul St. Mary of The Lake Endowment Fund, White Bear Lake Marquette School Endowment Fund, Virginia St. Alice Long-Term Investment Fund, Pequot Lakes Most Holy Redeemer School Endowment, Montgomery St. Mathias Cemetery Fund, Hampton Emery and Karen Koenig St. Anastasia New Office Space Fund, Hutchinson Anonymous Donor Kent and Muriel Roessler Most Holy Trinity Fund, Veseli St. Maximilian Kolbe Funds, Delano Philip Kunkel St. Anthony Parish Funds, Watkins Mary K. Crowley Sexton Family Foundation Nativity of Our Lord Endowment Trust Fund, St. Paul St. Michael Cemetery Fund, Prior Lake Steven and Mischelle Lentz St. John Investment Funds, Hector Jason E. Delmont Patience Sorensen Nativity of the Blessed Virgin Mary Agency Fund, Bloomington St. Michael Funds, Farmington PadillaCRT St. John the Evangelist School Endowment Fund, Duluth Ruth Gaylord St. Bernard’s Catholic United Financial NET Ministries Funds, West St. Paul St. Michael Funds, St. Michael Raj and Marie Pillai St. Joseph Parish Fund, Montevideo Timothy and Mary Gray Allison Yem Our Lady of Grace Funds, Edina St. Michael Funds, West St. Paul Premier Bank / Donald Regan St. Mary Funds, Sleepy Eye Valarie Johnston Our Lady of Peace Funds, Minneapolis St. Michael’s Cemetery Fund at St. Columba, Bayport Tanya M. Raso Our Lady of the Lake Funds, Mound St. Nicholas Fund, New Market St. Peter Funds, St. Peter Our Lady of Victory Long Term Investment Fund, Minneapolis St. Nicholas Funds, Carver

30 31 Board of Directors

Josephine Bailey Emery Koenig Thomas J. Mertens, ex officio Community Volunteer Retired Vice Chairman and Chief Risk Officer, CFO, Archdiocese of Saint Paul and Minneapolis Cargill, Inc. John C. Beuerlein – Vice Chairperson Marie C. Pillai Chief Economist and Senior Investment Advisor, Very Reverend Charles Lachowitzer, ex officio Vice President and Chief Investment Officer, Pohlad Companies Vicar General and Moderator of the Curia, General Mills Archdiocese of Saint Paul and Minneapolis OUR STAFF Thomas E. Gainor Sean O. Regan Retired First Vice President and COO, Federal George C. Lang Vice Chairman and President, Reserve Bank of Minneapolis Retired President, Overlook Realty Investment Premier Bank – Roseville Office Anne Cullen Miller, M.B.A. Bill Marsella, M.S.W. Advisors, LLC President Director of Partner Relations Julie Gerend Mary E. Schaffner, J.D. – Secretary Sales Director, Wells Capital Management Mimi Daly Larson Senior Vice President and Senior Company Richard J. Olson, M.B.A, J.D. Meg Payne Nelson Senior Vice President of Marketing and Counsel, Wells Fargo Vice President of Development and Donor Data and Grants Program Manager Most Reverend Bernard A. Hebda – Public Policy, Scholarship America Engagement Chairperson, ex officio Harold J. Slawik, J.D. Natalie Posteuca Archbishop of the Archdiocese of Saint Paul Thomas A. Letscher, J.D. Partner, New Counsel, PLC Helen Twomey, CPA Staff Accountant and Minneapolis Partner, Fox Rothschild LLP Vice President of Finance and Administration Michael F. Sullivan, Ph.D. Michael A. Ricci Jr., CFP®, CAP® David Heinsch Arthur Lewis, Jr. Retired Associate Professor, Opus College of Becky Abbott Director - Professional Outreach and Investments Senior Accountant and Lead Financial Analyst Senior Director, Corporate and Investor Director, Application Development-Advisor Business, University of St. Thomas Jules Vierling Relations Practice, PadillaCRT Service Technologies, Ameriprise Financial Angela Dimler, M.Ed. Grants Manager Community Members Serving on Director of Strategic Communications Julie K. Hurley – Treasurer Marjorie Mathison Hance Board Committees Wendy Waiwaiole, M.A. President, Preferred Management Services, Inc. Retired Vice President for External Relations, Lisa Haemmerle, M.A. Executive Assistant St. Catherine University Gerald Brennan Office Manager/Development Coordinator Elizabeth Keyes, J.D. Norbert Conzemius Retired Vice President, U.S. Bank Thomas H. McCarr, J.D. Alfred Elder Tax Partner, PwC LLP J.J. Kirby Paul R. Knapp, Sr., J.D. Diane Liemandt-Reimann Vice President, Vomela Larry McGough John Mauriel Retired Chairman, McGough Companies Edward J. Kocourek Kate Seng Retired Executive Vice President and CFO, The Greg Melsen Michael Traeger Egan Companies Retired CFO and Self-Employed Consultant Roger Vasko Kate Wenger All efforts have been made to ensure the accuracy of information contained within Jane Wyatt this Annual Report. If you notice an error or omission, please call 651-389-0300.

32 33 Catholic Community FOUNDATION OF MINNESOTA

things hoped for THINGS UNSEEN

Catholic Community FOUNDATION OF MINNESOTA ANNUAL REPORT 2016

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