2015 Annual Report Mission The Catholic Foundation will encourage financial stewardship and generosity by providing a faith-based avenue for giving. Guiding Principles In all we do — We will be stewardship-minded. We are accountable to our donors. We will be faithful to our Church’s mission. Vision We will be known and trusted throughout our diocese as the preferred faith-based foundation for giving.

2 Table of Contents

4 Bishop’s Message

5 President & Executive Director’s Message

6 Bishop’s Appeal

7 World Mission Services

8 Shrine of Our Lady of Good Help

9 Seminarian Collection

10 Students Attend March for Life in Washington D.C.

11 Emmaus Candidates Learn the Ministry of Leading Prayer

12-32 Fund Descriptions

33 Areas of Impact and Types of Funds Charts

34 Planned Giving

35 Board of Directors

36-40 Distributions

41 Distributions from Funds and Cumulative Growth Charts

42 Condensed Statement of Financial Position and Condensed Statement of Activities

43 Legacy Society

44-45 Levels of Giving

46 Circle of Hope

47 Staff

3 Dear Sisters and Brothers in Christ,

Pope Francis has reflected on the best way for us to know Jesus, describing it as “the most important work of our lives.” People accomplish many important works in their life…things like raising a family or making a mark in the professional world. Yes, these are important. But Jesus provides the foundation for everything we do. Pope Francis explains we must “pray to Him, celebrate Him, and imitate Him.” In other words, talk to Him, participate in Mass, and act as He would.

Many people choose to act like Christ by leaving a legacy. You might ask, “How do I want to be remembered? Who and what do I value most?” We are richly blessed here in northeastern Wisconsin. There are many faith-filled people who choose to leave a legacy through the Catholic Foundation to benefit their parish or favorite diocesan ministry.

The Catholic Foundation plays an important role in keeping the ministries and services of our diocese alive. Gifts to the Foundation help fund religious education programs and Catholic schools and help young people learn about Jesus. Several Foundation endowments support our seminarians, and others help our evangelization efforts.

Thank you for supporting the mission of our Church through your generous gifts, what an incredible blessing! If you would like to leave a legacy, call Cindi or Josh at the Catholic Foundation.

May the Lord bless you and your loved ones, and reward you for your deep faith.

Sincerely yours in Christ,

The Most Reverend David Ricken, DD, JCL Bishop of Green Bay Catholic Foundation 2015 Annual Report Catholic Foundation 2015 Annual Report

4 Dear Friends,

Blessed Mother Teresa touched the lives of hundreds of thousands of people. She fought tirelessly to help people living in the slums of India, and ultimately founded the Missionaries of Charity which now reaches across the globe.

There is a tendency to associate legacy with greatness. We can’t all become Mother Teresa, but we can use her legacy as inspiration to build our own.

One portion of your legacy likely includes providing for your loved ones in your will or living trust. Many people also place value in their faith, and the ministries and services of our Church. Have you considered supporting the Church and your favorite ministries long after you’re gone? We see many people leaving a bequest to their parish, to an endowment for religious education, or to a fund that reaches out to the poor.

Since 1997, the Catholic Foundation has grown to $85 million, and distributed more than $29 million to Catholic schools, parishes and organizations. These distributions are possible because many people leave bequests of all sizes…it is the combined effort of thousands of people, not simply a few. Become part of our continued legacy, and leave a legacy of your own. As you page through this report, you might find just the fund that touches your heart. Perhaps you’ll be inspired to create your own endowment that can share the light of Christ forever. Call me to discuss how you would like to leave your legacy.

Many thanks to all of our friends. God’s blessing on you and those you love!

Sincerely,

Paul Schneider Cindi K. Brawner President Executive Director

Not all of us can do great things. But we can do small things with great love.

– Blessed Mother Teresa “ ” 5 6 Catholic Foundation 2015 Annual Report Compass Newspaper northeastern Wisconsin,the2015Bishop’snortheastern Appealraisedmorethan$5.6million. thepeopleof of thegenerosity Catholic schools andreligiouseducation.Through Green Bay. andtrainlay ministers, ministrieshelpform andsupports These theDioceseof Catholic Foundation of tobenefittheministriesandservices young adultsisinspiredthroughEncounterworship sessions. of journey classes, Preparation andthefaith couplesattendMarriage diaconate, engaged inthe Gonzalezaretrainedandformed Appeal, peoplelike DeaconErnesto through giftstotheBishop’s tofundingprovided throughthe Appeal.Thanks Bishop’s Appeal Living Justice Divine Worship The Bishop’sThe Appeal isanannual fundraisingcampaignconductedby the Year afteryear, we witnessthetremendouscarepeopleextendtoothers Bishop’s Appeal Expenses Catholic Charities Pastoral Services Pastoral Services 5% 9% 2% Stewardship & 3%

20% 14%

New Evangelization Education Formation Formation 13% Ministry Ministry 20% 14%

Catholic Foundation 2015 Annual Report 7

Life is very challenging for 1,000 young girls at Stella Maris Boarding girls at Stella Maris Boarding for 1,000 young Life is very challenging During the Missionary raised $9,000 to Cooperation Appeal they support provides Missions office to many missionaries The World World Mission Services World School in Uganda. Their living conditions are primitive. There is no running in Uganda.School Their conditions are primitive. living and latrines are holes in the ground. electricity is scarce, Fortunately, water, the Little Sisters ofthey are cared for by of St. Francis Assisi, who their lives. improve continually Through the Projects collection system at the motherhouse. install a water and pigs. Booklet, they raise funds to farm chickens Available as Catholic Relief such across the globe through other activities Services, Mission Societies. and the Pontifical St. Francis of Francis St. Assisi.

— Sr. Juliet, Little Sisters of Sisters Little Juliet, — Sr.

the Diocese of Green Bay.” Green of Diocese the help we have received from received have we help “We are so grateful for the the for grateful are so “We Shrine of Our Lady of Good Help Thousands of people come to the Shrine of Our Lady of Good Help in Champion, Wisconsin every year to feel the love of our Blessed Mother Mary. Pilgrims have shared stories of healing and conversion at the Shrine since 1859, when the Blessed Mother first appeared to young Adele Brise.

The Shrine is supported by the generosity of faith-filled people from around the country. They receive fundraising assistance from the Catholic Foundation. In addition, the Foundation works with friends of the Shrine to establish endowments, and invites people to remember the Shrine in their will.

The Holy Mother did not appear in a crowded city or to people of wealth and power. Instead, she appeared to “an unlikely person in an unlikely place. In doing so, she made it clear to all the world that there is no one anywhere who is beyond the reach of God’s generous love.

– Bishop David Ricken 8 ” Seminarian Collection The Seminarian Collection invites the people of our diocese to participate in the education and formation of our future priests. Our seminarians are devoted men of faith who will nourish God’s people with His word, renew the Church

with His sacraments, and lead His people in love. Catholic Foundation 2015 Annual Report

Newly ordained priest Fr. Edward Looney is grateful for the Seminarian Collection. The Seminarian Collection provides funding for tuition, room and board, insurance, the Vocations department and other expenses. In 2014, the Collection raised more than $765,000. Seminarians also receive support through several Catholic Foundation endowments.

“One of the best things about being a priest is being a part of other people’s lives and accompanying them as they encounter God.” – Father Edward Looney

9 Students Attend March for Life in Washington D.C.

Imagine spending 17 hours on a bus crammed full of students in the middle of winter. The bus is buzzing with conversation and brimming with excitement. These proud students will stand before the nation voicing their opinions about the value of life.

Torey Gostas attended her fifth annual March for Life in January 2015. She is one of twelve diocesan Core Team Leaders to oversee 120 high school students attending the pilgrimage.

“I believe we are the generation that will change Each trip has the hearts of people in this world, and overturn Roe v. Wade. I am passionately pro-life, and we need to share impacted me in the pro-life message everywhere we go. Not just for the right to life of the unborn, but for the elderly, the a different way, unwanted, and those who feel they have no purpose in opened up my heart this world,” says Gostas. Thanks to a grant from the Advancing the Mission to more people, and Evangelization Endowment, leaders were trained “ to evangelize and give witness talks to students about given me the hope joining the pilgrimage. Additionally, students in need of financial aid received scholarships from the Monica to continue praying Meyer Fund.

and standing up for Investment in these two funds has resulted in building disciples for our Church who believe in the the most vulnerable right to life. If you would like to make a donation to either of these funds, or want to establish your own of us all. endowment, please call Cindi Brawner at 920-272-8173, or email [email protected].

– Torey Gostas 10 ” Emmaus Candidates Learn the Ministry of Leading Prayer In the Gospel of John, Jesus tells His disciples to “love one another.” These words resonate with candidates in the diocesan Emmaus program who are on the path to work in pastoral care, liturgy, faith formation, youth ministry, and parish business management. During their training they come to live fully with Christ, and learn to share His love with one another.

Paula Rieder shares her love of Jesus daily. After volunteering in ministry for 14 years, she completed her Emmaus journey and is following her true calling as Coordinator of Pastoral Ministry at St. Raphael Parish in Oshkosh.

One of Paula’s classes was called “The Ministry of Leading Prayer.” Here, Paula found prayer to be a powerful component in her formation. She, along with 18 other candidates, completed this course, and will serve parishes and nursing homes as Lay Leaders of Prayer in nine different prayer rites.

Emmaus candidates receive grant funding from the Advancing the Mission “The financial aid I received from the Catholic Leadership Development Endowment, as well Foundation was very helpful. Through the as from the Bishop’s Appeal. This funding provides financial assistance to complete the Ministry of Leading Prayer training, I learned rigorous Emmaus certification program. that prayer is not only in what we say, but in how we move – it’s a full experience.” Paula is grateful for her formation experiences and instructors. She loves reaching — Paula Rieder, Coordinator of Pastoral Ministry out to share the love of Christ with others St. Raphael’s Parish, Oshkosh through word, prayer and Eucharist.

11 12 Catholic Foundation 2015 Annual Report * New fund Catholic causes.Catholic of to support avariety Sr. family J. Donald Long, Established and by Darlene the Long FamilyFund forCatholicCharity Diocese the causes ofCatholic in Bay. Green Established to honor memory of the Joseph Van many &Sarah by Drisse assisting Joseph &SarahVan DrisseEndowment efforts. evangelization to poor help to are fund and the fund of purposes this The Holy SpiritFund Bay.Green of Woman’s Catholic the of giving heritage Established to the continue Club of Catholic Woman’s Clubof GreenBay out needy. to the reaching organizations Catholic to various gifts through giving values of on the family Established to carry Arthur &GladysSchmidtFamilyFundforNeedy of giving. charitable Catholic on atradition to carry is designed fund This Albert G.&ShirleyA.SchmidtDonorAdvisedEndowment Donor Advised welcome! most are gifts operations of Foundation. Additional Catholic ongoing the Supports the Operating Fund welcome! most by agenerous bequests and bequest are Bishop’s to the gifts Additional Appeal. Established Bay Green Supports Diocese’s the services. and programs ongoing Bishop’s AppealEndowment Bishop J. Robert Banks. endowment. 1998 Established Foundation of in become honorthe this in part of to gifts unrestricted Foundation’s the as All endowment, serves which fund. general Bishop diocesan ofThe decides areas greatest need which receive help from this Bishop’s GreatestNeedsEndowment Unrestricted Funds FundDescriptions *

Manuel & Alice Falk Fund for Catholic Charity Established in recognition of Manuel & Alice Falk, the parents of the donor, to carry on a tradition of giving to Catholic and community charitable activities. Mark & Mary De Prey Family Fund This fund is designed to carry on a tradition of giving to Catholic and community charitable activities, which will continue well into the future. Our Lady Queen of Peace Stewardship Fund Established to support Catholic and community charitable activities in honor of Our Blessed Mother, our model of faith, hope and charity, to promote the truth and love of our Lord and to give honor to our Lord and his Mother, Our Lady Queen of Peace. Paul & Carol Schierl Donor Advised Fund Established to facilitate Schierl Family charitable giving for Catholic endeavors. Paul & Nicole Schneider Family Fund Established to carry on into the future the family tradition of giving to Catholic and community charitable activities. Relevant Radio Christian Outreach Fund Helps the Starboard Media Foundation Inc. serve the mission of Jesus Christ by establishing community Catholic radio and providing relevant programming to educate, inform, inspire and build a new civilization of love. Schierl Children Family Stewardship Fund The children of Paul Schierl and their spouses established this fund out of gratitude for their many blessings and as part of their mutual commitment to support each other in adopting a stewardship way of life through prayer and charitable works. Stephen H. Eckes Custodial Fund Established through a generous bequest from the Stephen H. Eckes estate to carry on charitable giving in his memory to help Catholic organizations. The Larry and Rose Marie Sur Family Fund Established to help carry on the family's charitable contributions to various Catholic causes.

13 Urban Michael and Laura Jean Ebert Donor Advised Fund* Established to carry on the family tradition of giving to Catholic and community charitable activities, primarily in the Diocese of Marquette, Michigan. Walter & Mary Ann Wilinski Family Donor Advised Fund Established to promote charitable giving of the Walter & Mary Ann Wilinski Family. Education All Saints Catholic School Endowment, Antigo Benefits students of the All Saints Catholic School System of Antigo. Brandon Willems Memorial Scholarship Fund The purpose of the endowment fund is to provide scholarships for graduates of St. Mary Central High School in Neenah who are attending a college of their choice. Burundi Greatest Needs Fund Created to ensure the immediate needs of the children are addressed such as school supplies and other educational needs for the children of Burundi, Africa. Any amount is most welcome! Burundi Education Endowment Created to ensure long term needs of the education of the children are addressed such as school supplies and other educational needs for the children of Burundi, Africa. Any amount is most welcome! Carol Coryell Endowment for Providence Academy* The purpose of the endowment is to provide tuition assistance for students at Providence Academy, Green Bay. Carol Coryell Endowment for St. John Bosco Catholic School* The purpose of the endowment is to provide tuition assistance for students at St. John Bosco Catholic School, Sturgeon Bay, including the cost for applications for such tuition assistance. Christmas Stars Anna Leitermann Scholarship Fund, Appleton Established in memory of Anna Leitermann, tragically killed in a car accident, to benefit a Christmas Stars’ member who is enrolled in the fall college term.

14 * New fund Christmas Stars Scholarship Fund, Appleton Supports the fine arts programs of St. Francis Xavier Catholic School System through scholarships to Xavier High School students involved in the fine arts. Divine Savior Catholic School, Kiel The endowment provides supplemental funding for Divine Savior Catholic School and its greatest needs. Dr. James C. & Kathleen Curry Tuition Fund Benefits Catholic elementary schools through tuition assistance to low-income, minority or other children needing aid to attend Catholic grade schools. Edward & Margie Van De Loo Fund Created in memory of Edward & Margie Van De Loo to benefit the Kaukauna Catholic School System by providing tuition assistance to poor and deserving children who attend the Kaukauna Catholic School System. Father Donald Fuller Fund for Holy Angels Established through a generous bequest from the estate of Father Donald Fuller, to be used by Holy Spirit School as determined by the principal and the Total Catholic Education Board. Father Leo Przybylski Endowment Established through the estate of Alice Przybylski to honor the memory of her brother Fr. Leo Przybylski and to benefit the educational needs in the parishes in which he served. George P. Mueller Endowment for St. Margaret Mary Parish School Supports and assists the Catholic elementary school at St. Margaret Mary Parish in Catholic Foundation 2015 Annual Report Neenah by providing supplemental funding for its programs and services. George P. Mueller Endowment for Sacred Heart Parish Elementary Education Supports and assists the Catholic elementary school at Sacred Heart Parish in Sherwood by providing supplemental funding for its programs and services. Green Bay Area Catholic Education (GRACE) Scholarship Endowment The purpose is to provide scholarship awards to benefit students in the GRACE System. Green Bay Area Catholic Education System (GRACE) Endowment Established to benefit the programs and operations of the GRACE System. Additional gifts are most welcome!

15 16 Catholic Foundation 2015 Annual Report secondary education. secondary members of Joseph/Holy St. post- the Phlox who in pursuing Parish are Family Koeppel of memory to benefit Established in Norbert &Caroline confirmed St. Joseph/HolyFamily Parish Norbert &Caroline KoeppelScholarshipFundfor education. Catholic education in to serve their toscholarships those furthering assistance and school, Catholic per-student contribution tuition and to every annual an parish, diocesan every education support for in Provides religious annual 1988 DioceseEstablished the in of needs educational in to assist Bay. Green with Lumen ChristiEndowment schools. Catholic in support to needy provides and students who to enroll tuition wish Christi Lumen through is given distribution The agenerous, anonymousCreated with gift. Lumen ChristiCatholicSchoolsEndowment Provides for greatest needs the of Oshkosh. Academy School Lourdes in High Lourdes AcademyHighSchoolEndowment Lourdes the BenefitsAcademy of Oshkosh. Lourdes AcademyEndowment Helps School Catholic System. provide for operation of the Kaukauna the Kaukauna CatholicSchoolSystemFund Neenah. School in High Central need assistance to at students Mary in St. Provides tuition Joseph &MarySchindlerFamilyFund Oshkosh Academy. tothe Lourdes area distressedfrom students assistance for provides financially scholarship tuition This John S.GrundmanScholarshipFund assistance. for provide needand of students funds in tuition pay Seton, its salary teachers acompetitive Ann Elizabeth St. and Agnes from St. school orderSchool the in that may become less dependent subsidies on parish assistance ofto endowmentHoly purposes the The to provide are Family financial Holy FamilySchoolFoundationEndowment,GreenBay services. for and programs supplemental funding providing its mission education to Catholic in supportAssists Parish by total Holy Family Holy FamilyParishEducationEndowment,Brillion Neenah. School in High Central Established to provide Mary to scholarships St. attend Helen K.AsmuthEndowmentforSt.MaryCentralHighSchool

Notre Dame de la Baie Academy – Bishop Robert Morneau & Ann Morneau Hollenbeck Scholarship Given in honor of Bishop Robert Morneau and his sister, Ann Morneau Hollenbeck, to provide scholarships for Catholic students to help fund their Catholic high school education. Additional gifts are most welcome and appreciated. Notre Dame de la Baie Academy Endowment, Green Bay Established by the Darlene and Donald J. Long, Sr. family to benefit the programs and operations of Notre Dame de la Baie High School. Notre Dame of De Pere School Endowment Established to provide support and assistance to Notre Dame of De Pere in its mission by providing supplemental funding for its programs and services as well as operations, maintenance, capital requirements and continued existence. Open Skies Education Initiative Fund Established by Bishop Robert J. Banks to provide educational scholarships to underprivileged children. Reverend Dionne Fund for All Saints Parish, Denmark Established in memory of Father Chester Dionne to offset tuition, fees to the school and to support religious education at All Saints Parish, Denmark. Sacred Heart Tuition Assistance Endowment Provides tuition assistance to needy students attending Lourdes Academy of Oshkosh. Ss. Peter & Paul Education Endowment, Green Bay Supports and assists Ss. Peter & Paul Parish in its mission of providing lifelong Catholic education for parishioners. Additional gifts are most welcome! St. Ann’s Parish Assistance for Divine Savior Catholic School, New Holstein Established to help St. Ann’s Parish children attending Divine Savior Catholic School. St. Anthony Catholic School Fund, Oconto Falls Established for the greatest needs of the Catholic school of St. Anthony Parish. St. Bernard Scholarship Fund, Green Bay Assists members of St. Bernard Parish, based on academic performance, with their high school and college education. 17 St. John – Sacred Heart School Endowment, Sherwood Supports St. John–Sacred Heart School through supplemental funding for education programs and services. Additional contributions are always welcome and appreciated. St. John Bosco Catholic School Endowment, Sturgeon Bay Provides supplemental funding to support and assist St. John Bosco Catholic School and any future programs, and the St. John Bosco religious education program for adults and children. St. John Nepomucene School Endowment, Little Chute Established through generous gifts from the ‘Advancing the Mission’ Stewardship Campaign to promote Catholic education and to provide for the general and ongoing needs of St. John Nepomucene Catholic School. St. John the Baptist Parish School Fund, Howard Established to provide support and assistance to St. John the Baptist School by providing supplemental funding for its programs and services, and to provide additional support for its operations, maintenance, capital requirements and continued existence. St. Joseph Parish School Fund, Green Bay Established to support St. Joseph Parish School in Green Bay in its mission. St. Mary Central High School Endowment, Neenah Established to provide support for the general school operations, scholarships to attend the high school, and scholarships to assist graduating seniors with their initial college tuition financial needs. St. Mary of the Immaculate Conception School Endowment, Greenville This endowment was generously established by Mary A. & James A. Cotter Sr. to provide tuition assistance to needy students attending St. Mary of the Immaculate Conception School, Greenville, additional funds may provide for the educational needs of St. Mary of the Immaculate Conception Parish, Greenville. St. Mary Parish Catholic Education Endowment, Hilbert Supports St. Mary Catholic School in its mission by providing funding to continue the legacy of Catholic education in Hilbert.

18 St. Mary Parish Education Endowment, Peshtigo Assists and supports the Catholic school and religious education for adults and children by providing additional support for operations and maintenance to assure the school’s continued existence. St. Mary Parish Scholarship Fund, Oshkosh Established by the Thomas Lopina Family to provide scholarships to children from the former St. Mary Parish who wish to attend Lourdes Academy of Oshkosh and to benefit lay ministry formation in the parish. St. Matthew School Endowment, Green Bay Established to provide tuition assistance to St. Matthew Parish students and support the education mission of our school. Gifts are welcome! St. Paul Lifetime Catholic Education Fund, Wrightstown Supports and assists St. Paul Parish, now St. Clare Parish, in its mission to provide Catholic education throughout the lives of the Wrightstown parish community members. St. Thomas Aquinas Academy Endowment, Marinette This endowment provides support and assistance to St. Thomas Aquinas Academy School in its mission by providing supplemental funding for its programs and services; additional support for its operations, maintenance, capital requirements and continued existence; and assistance in the carrying out of Catholic educational programs. St. Thomas More Catholic Education Endowment, Green Bay Established by Donald J. Long, Sr. in honor of his wife, Darlene M. Long, who received an excellent elementary school education at St. Mary of the Angels Catholic Elementary

School, now part of Green Bay Area Catholic Education system (GRACE). Catholic Foundation 2015 Annual Report The Bruce & Grace Schommer Family Education Endowment Supports and assists St. John Nepomucene Parish Elementary School in its mission by providing supplemental funding for services and assistance with its educational programs. The Simon Family Endowment Established to reduce tuition at St. John Nepomucene Catholic School in Little Chute and Xavier High School of Appleton, to encourage parents to provide a Catholic education for their children. Other Catholic charitable activities may also benefit. The Sullivan Family Endowment This endowment is to support Catholic and community charitable activities in the Diocese of Green Bay, currently Camp Tekakwitha and Catholic elementary schools.

19 20 Catholic Foundation 2015 Annual Report programs and services; and assistance in providing Catholic education programs. education Catholic programs. providing assistance in and services; and programs for its supplemental funding through area the outreach in all Republic, including Dominican assists DioceseSupports and the Piña, of Bay’s Green Elias mission in Dominican RepublicMissionEndowment, EliasPiña benefit that seminarians. our programs other any and pastoral programs and spiritual insurance, health room board, and tuition, needs, for be support general can the This to seminarians. training educational Established to support assist Diocese and the of its Bay mission Green to in provide Dallas andAnnMarieWixomFundfor SeminarianEducation peopleyoung Diocese. throughout the Benefits Mountfor provides Taborwhich in retreat opportunities CenterMenasha, Clarence &DoloresWallace FundforMountTabor Center Formation Program. Lay Ministry Emmaus the book Diocese and costs the who for to in those in are tuition Supplements funding Bishop Wycislo FundforLayMinistryFormation of of Church the Bay. Green lay ministers and priests, seminarians, Claude P. the educate estates V.Established and through to procure &Bernice Allie Allie SeminarianEducationFund provide can alone. community the resources greater than justice with Empowers issues 'A of through others Gospel to serve New Genesis' Community A NewGenesisCommunityEndowment Ministry most are welcome gifts appreciated. and Additional School students. school High Provides to scholarships Xavier high Catholic St. FrancisXavierHighSchoolScholarshipEndowment,Appleton time. the K-12, grades assistance for in students enrolled dependenttuition needs on of the needs of system, or the operating for general the may distribution TCCES use the WI. is toin the benefitEducational Neenah, System Catholic fund City This Twin Twin CityCatholicEducationalSystem(TCCES)Endowment Diocese of Bay. Green the and schoolsCatholic in educationEstablished to benefit programs religious Total CatholicEducationEndowment

Dr. Thomas & Louvain Beno Endowment for Advancing the Mission Supports and assists the Catholic Diocese of Green Bay in its mission by funding leadership development, evangelization, lifelong catechesis, and priestly retirement care. Elizabeth M. Anderle Fund Benefits St. Mary of the Angels Parish, Green Bay, and the Bishop’s Greatest Needs Fund in the Catholic Foundation. Ernest & Donna Zmolek Family Fund Established to benefit the Bishop's greatest needs. Evangelization Endowment Created by the Advancing the Mission campaign to provide support for the Evangelization Department of the Diocese of Green Bay and to help support Diocesan-wide, vicariate, parish cluster and/or parish programs for worship, spirituality, sacred music, youth and young adult ministry, marriage preparation, family life, baptism preparation, campus ministry, retreat operations and activities of the RCIA programs by providing for these new evangelization initiatives. Father Anthony Birdsall Endowment for Corpus Christi Parish, Sturgeon Bay Created to honor the many years of pastoral leadership the parish received from the Very Reverend Anthony Birdsall. The purposes of the endowment are to provide support and assistance to Corpus Christi Parish in its mission by providing supplemental funding for its Catholic educational programs and additional support for its capital requirements and improvements. Father Dave Kiefer Fund for St. Anthony Parish, Neopit The purposes of the fund are to provide: support and assistance to St. Anthony’s Parish in its mission by providing supplemental funding for its programs and services; additional support for its operations, maintenance, capital requirements and continued existence; and assistance in carrying out Catholic educational programs. Goldie & Ethel Derenne Fund for Charity Established to carry on a tradition of giving to Catholic and community charitable activities.

21 Health & Welfare Fund of the Discalced Carmelite Nuns, Denmark Established by the Premonstratensian Fathers of St. Norbert Abbey for the ongoing support of the Discalced Carmelite Nuns of the Holy Name of Jesus in Denmark. Holy Angels Parish Fund, Darboy Established for the general needs of Holy Angels Parish, now Holy Spirit Parish, in Darboy–Kimberly. Holy Cross Parish Haen Charity Endowment, Mishicot This endowment was created from a generous bequest. The purpose of the endowment is to support and assist Holy Cross Parish in its mission of outreach locally and abroad by providing funding to those living in poverty and seeking to better their lives. Holy Family Parish Endowment, Marinette Supports and assists Holy Family Parish in its mission by providing supplemental funding for its programs and services, operations, maintenance, capital requirements and continued existence. Jud & Mary Beth Fowler Endowment for St. Margaret Mary Parish, Neenah Established by Jud & Mary Beth Fowler to help St. Margaret Mary Parish with its greatest needs. Leadership Development Endowment Created by the Advancing the Mission campaign to provide leadership development to include priestly study for advanced degrees; recruitment and education for deacons; assistance in the education of seminarians toward ordination; recruitment and education of new pastoral leaders; and to promote and support lay ecclesial vocations such as pastoral associates, religious education directors, parish business managers, youth ministers and any other lay ecclesial ministries. Lifelong Catechesis Endowment Created by the Advancing the Mission campaign to provide for lifelong catechesis to help fund religious education at the parish/vicariate level in the form of learning materials and teaching stipends; to help Catholic schools establish tuition assistance to needy families; to provide direct assistance to needy schools; and to help fund the current work of the Department of Education inclusive of Adult Faith Formation.

22 Maggie Sullivan Conlon Fund for St. Norbert College Parish/Old St. Joe’s, De Pere Provides supplemental funding to support and assist St. Norbert College Parish/ Old St. Joe’s with its greatest needs and help carry out the mission of the parish. Marie H. Van Daalwyk Fund for Seminarian Education This fund was created in memory of Marie H. Van Daalwyk to facilitate the education and training of young men for the priesthood in the Diocese of Green Bay. Meister Seminarian Fund Benefits the seminarians of the Diocese to honor the memory of the founder’s son, Richard Meister. Monica Meyer Fund for the Education of Priests Established by a generous bequest from the Monica Meyer estate to educate priests in the Catholic Diocese of Green Bay. Nativity of our Lord Parish Fund, Green Bay Established on the 40th anniversary of Nativity Parish to provide for ongoing capital improvements and maintenance of the parish buildings and grounds. Peter T. Weiler Family Fund Awards scholarships for education of needy and deserving seminarians. Philip W. & Mariette C. Orth Endowment for St. Augustine Parish, Wausaukee Established in memory of Philip & Mariette Orth to benefit the greatest needs of Catholic Foundation 2015 Annual Report St. Augustine Parish, Wausaukee. Priestly Care Endowment Created by the Advancing the Mission campaign to provide for priestly care by funding support for the welfare of the retired diocesan priests of the Catholic Diocese of Green Bay and the benevolent fund of the Leo Benevolent Association of the Priests of the Catholic Diocese of Green Bay, Inc. Reitmeyer Family Foundation for Holy Cross Congregation, Mishicot The purposes of the endowment are to provide: support and assistance to Holy Cross Congregation, Mishicot, in its mission by providing supplemental funding for its programs and services; additional support for its maintenance and capital requirements; and assistance in carrying out Catholic educational programs.

23 24 Catholic Foundation 2015 Annual Report * New fund by providing for greatest needsby the of providing Mount Tabor Center, Retreat Inc. to honor direction and her leadership Jo of memory Kirt Established in Sister Mary Sr. MaryJoKirtEndowmentforMountTabor RetreatCenter Cross, Bay Settlement. Established to greatest meet needs the of Sisters of the Francis of St. Holy the Sisters ofSt.FrancistheHolyCross Endowment welcome. most are gifts needs.Established Additional to long-term provide for Shrine’s future, the Shrine ofOurLadyGoodHelpEndowment, Champion most are welcome!gifts Additional grounds. and expenses of capital the buildings Established to help with Shrine ofOurLadyGoodHelpCapitalNeeds welcome! most are gifts for Additional priesthood. to assist the needy men young studying T. agenerous bequest Greuel estate Marcella Established from through the Seminarians Endowment for services. and education, programs by funding assistance toand seminarians provide Anshus and Established support to honor (Girotti) memory of the Margaret Seminarian EndowmentinMemoryofMargaret(Girotti)Anshus welcome! most are gifts needs. Shrine’s Additional to general the gift annual an of Help Good with Lady of Our devotion Shrine to the their Schott byFlorence preserving (Laundrie) values of and Established to Theodore honor K. family memory, and the deep faith, Schott EndowmentfortheShrineofOurLadyGoodHelp by Father lifetime. Vandenberg his begun of during generous giving tradition a on to carry benefit charitable organizations many Catholic endowment will This Reverend RobertH.Vandenberg EndowmentforCatholicCharity requests for mini-sabbaticals. their and sabbaticals priests with Assists deserving Reverend MonsignorCarlE.SteinerMinistryEndowmentforPriests mission outreach for programs. Mishicot their in Congregation is established to help provide fund support assistance to and HolyThis Cross Congregation MissionOutreach Reitmeyer FamilyFoundationforHolyCross

*

* Ss. Peter & Paul Legacy Fund, Green Bay Established to provide financial support for maintenance, capital requirements and the continued existence of Ss. Peter & Paul Parish, Green Bay. Additional gifts are most welcome. Ss. Peter & Paul Parish Fund, Hortonville Established for the greatest needs of the parish with a separate account for specified contributions for the purpose of education needs such as curriculum improvement, and tuition assistance. Also provides for capital improvements. St. Anthony Parish Endowment, Neopit Established to support and assist St. Anthony Parish, Neopit, in its mission by providing supplemental funding for its programs and services or areas of greatest need. St. Anthony Parish Fund, Oconto Falls Established for the greatest needs of St. Anthony Parish, Oconto Falls. St. Bernard Parish Ministry Endowment, Appleton This fund is to help further the ministry programs that include outreach to those who have lost their way. St. Charles Borromeo Endowment Established from a bequest from Reverend Charles W. Mocco to provide scholarships and general assistance to the seminarians of the Diocese of Green Bay. St. Clare Parish Capital Improvement Fund The purpose of this fund is to supplement the capital improvement needs of St. Clare Parish (Askeaton, Greenleaf, Wrightstown) especially for building and fixtures, whether new or remodeled. St. Edward Parish Endowment, Mackville Supports and assists St. Edward Parish in its mission by providing supplemental funding for its programs and services; assists in the Catholic educational programs; and supports its operations, maintenance, capital requirements and continued existence. St. Francis & St. Mary Parish Fund, Brussels Established for the greatest needs of St. Francis and St. Mary Parish in Brussels.

25 St. Francis Xavier Cathedral Preservation Fund, Green Bay This endowment is established to ensure the preservation of St. Francis Xavier Cathedral and of its surrounding buildings and grounds. Additional gifts are most welcome! St. Francis Xavier Parish Fund, De Pere This fund is created through a generous bequest from Reverend Donald Marquardt. Its purpose is to provide for the future needs of the parish and its financial stability. St. John the Baptist Parish Endowment, Howard Established to provide support and assistance to St. John the Baptist Parish in its mission by providing funding for its programs and services; additional support for its operations, maintenance, capital requirements and continued existence. St. John the Evangelist Endowment, Green Bay The purpose of the endowment is to ensure the preservation of St. John the Evangelist Parish including the surrounding buildings and properties owned by the Parish. St. John Nepomucene Parish & School Endowment, Little Chute Supports and assists St. John Nepomucene Parish in Little Chute in its mission by providing supplemental funding for its programs and services, or any areas of the parish’s greatest need. St. John Nepomucene Parish Endowment, Little Chute Established through generous gifts from the Advancing the Mission Stewardship Campaign to promote Catholic education and to provide for the general needs and ongoing operations of St. John Nepomucene Parish. St. John Vianney Seminarian Formation Fund This fund provides support and assistance to seminarians in the Diocese of Green Bay; this includes but is not limited to: tuition, books, transportation and board. St. Joseph the Worker Endowment for Bishop's Appeal* This fund was established in the name of St. Joseph the Worker by an anonymous donor to benefit diocesan programs and services.

26 * New fund St. Joseph Seminarian Fund Educates, forms, trains and assists seminarians of the Diocese of Green Bay. St. Mary Catholic Church Endowment, Ledgeview This fund is created through generous bequests from Reverend Donald Marquardt and Regina Willems. Its purpose is to provide for the future needs of the parish and its financial stability. St. Mary Parish Christensen Fund, Peshtigo Provides for the greatest and/or special needs of the parish. St. Mary Parish Fund, Oshkosh Benefits the parish in its community outreach, for extraordinary expenses and for needs as determined by parish leadership of Most Blessed Sacrament Parish, Oshkosh (formerly St. Mary Parish). St. Mary Parish Legacy League Endowment, Menasha Established as a permanent, growing trust to help meet long-term future needs of the parish and for its financial stability. St. Matthew Congregation Endowment, Green Bay The purposes of the fund are to provide additional support for the parish's operations, maintenance, capital requirements and continued existence. St. Michael Parish Endowment, Whitelaw* The purposes of the endowment are to provide support and assistance to St. Michael Parish for its programs and services; operations, maintenance,

capital requirements and continued existence; as well as assistance in providing Catholic Foundation 2015 Annual Report Catholic educational programs. St. Nicholas Parish Fund, Freedom Helps the parish with its operations, maintenance, capital requirements and continued existence. St. Paul Facilities Fund, Wrightstown Provides additional support for St. Paul Parish, Wrightstown, (now St. Clare Parish) for maintenance, capital requirements and continued existence. St. Paul Parish Multi-Generational Support Endowment, Plainfield This endowment was established to provide a means by which donors are able to contribute assets to St. Paul's Parish to help St. Paul's maintain, enhance, and enrich delivery of its ministry.

* New fund 27 28 Catholic Foundation 2015 Annual Report * New fund Catholic DioceseCatholic of Bay. Green the of endowment was created toThis the benefit seminarians The JamesH.Fischer EndowmentforSeminarians Bay.Green priests of is to Diocese educate Catholic of the of fund future purpose the The endowment was established toThis honor memoryof the James &Jean Courtney. the EducationofFuturePriests The JamesC.&JeanN.CourtneyEndowment for seminarians. Catholic Voy La Established by M. Grace the estate to provide for scholarships needy Roman The GraceM.LaVoy Endowment forSeminarians most and welcome! invited are members gifts and Additional sick. the elderly and to the care spiritual by giving mentality Euthanasia the dispel priests; holiness; of praytheand sacrifice for in sanctification and grow Association Members operations Priest. of of Friends general of The the High this Jesus Christ, of generosity endowment the Joan Schaupp to is established support through This The FriendsofJesusChrist,HighPriestEndowment whatever BayGreen way in Inc. is needed. theDiocese Catholic of of is to benefit fund seminarians of purpose this The The CraigA.andDonnaM.RiderEndowmentforSeminarians most and welcome! invited are gifts neighbor Additional self, creation. and God, provides acontemplative –Between Bridge to with deepen relationships bridge The Denmark. Center Retreat in operations –Between of Bridge general The the of generosity the Joan Schaupp to supplementEstablished through preserve and The Bridge–BetweenRetreatCenterEndowment of God’s includes all which for children. population, its diverse of caring ministry Hearts” resources and parish’s to continue the Doors, Open “Open Provides programming St. WillebrordOpenDoors,HeartsEndowment,GreenBay benefitoperations. parish to Apostle Parish, formed the Thomas St. that one parishes Parish, of two the Established by agenerous bequest from aformer member Methodius of Ss. Cyril St. ThomastheApostleParishEndowment,Humboldt Oshkosh. Parish, Archangel of the Raphael programs St. education is to provide of support assistance fund to and purpose ALL the The St. RaphaeltheArchangelParishDesignatedFund

* *

The John Schumerth Family Endowment for St. Matthew Parish Established through a generous trust of the John Schumerth Family, the purposes of the endowment are to provide additional support for the operations, maintenance, capital requirements, and continued existence of St. Matthew Congregation, Green Bay. Additional gifts to this endowment are most welcome! The Mary Frances Shallow Fund for the Leo Benevolent Association This fund was established by Reverend Robert H. Vandenberg to honor the memory of Mary F. Shallow for her many years of dedication to the Leo Benevolent Association. Additional gifts are welcome! The Reverend Casimir Kutiuk Endowment for Education of Seminarians Established through the generosity of Fr. Casimir R. Kutiuk to honor the memory of his family, the purpose of the fund is to provide support and assistance to seminarians of the Diocese of Green Bay; this includes but is not limited to tuition, books, transportation and board. The Reverend Robert H. Vandenberg Leo Benevolent Association Fund This fund was created by Father Vandenberg to benefit the Leo Benevolent Association of the Priests of the Catholic Diocese of Green Bay, Inc. The Secular Order of Franciscans, La Verna Region Endowment This fund is to benefit professed members of the La Verna Region of the Secular Order of Franciscans by subsidizing retreats and education for members of the La Verna Region. The William D. Steenberg Family Designated Endowment* The endowment was established through a bequest from the William D. Steenberg Revocable Trust to carry on charitable giving in his memory. It will provide equal support to Seminarians, the Bishop's Appeal and St. Raphael the Archangel Parish, Oshkosh. Viola L. & Edmund W. Miller Memorial Fund Established by the Viola L. and Edmund W. Miller family to benefit St. Joan of Arc Parish, Goodman.

* New fund 29 Services Affordable Housing Institute Established by the Donald J. Long, Sr. family to enhance the availability of affordable housing and home ownership in the greater Green Bay area. Camp Tekakwitha Endowment Funds greatest needs of Camp Tekakwitha, including scholarships, year-round building needs or summer programs. Additional gifts are most welcome! Catholic Charities Endowment This endowment assists Catholic Charities in reaching out to thousands of people through its programs of mental health counseling, child welfare services, family strengthening programs and budget counseling. Additional gifts are most welcome! Commission of Conscience, Old St. Joe’s Parish, De Pere The purpose of this fund is to provide support for the ‘Commission of Conscience’ program to enable post-graduate students to provide public service and to allow current students and/or adults to participate in service trips. Community Outreach Temporary Services (COTS) Endowment, Appleton This endowment was established to provide support and assistance to the COTS Program in its mission by providing funding for its transitional shelter programs and services for the homeless in the Fox Valley. Additional gifts are most welcome! Grellinger Hall Endowment, Green Bay Supports the everyday operations, maintenance, capital requirements and continued programming of Grellinger Hall for retired priests in the Diocese of Green Bay. Helen Danoski Campaign for Human Development Endowment Supplements local grants for the Diocese’s Catholic Campaign for Human Development. Jeanette K. Clark Fund for Children Services Helps fund children’s services of Catholic Charities; established through a generous bequest.

30 Jerome & Joan Schnettler Endowment Created in memory of Jerome Schnettler, this endowment is designed to provide direct assistance to the clients of Catholic Charities, Inc. of the Green Bay Diocese. Joseph & Margaret Vanden Heuvel Endowment for Catholic Giving This fund is to benefit children in the Catholic Diocese of Green Bay. It will equally benefit needy children through Catholic Charities, Camp Tekakwitha camperships and tuition assistance for Catholic schools. Leadership Legacy Endowment Established by the family of Donald J. Long, Sr. in his memory as the Catholic Foundation’s founding president. This fund will ensure the Foundation’s future. Additional gifts are most welcome! Marie D. & Denis J. Garot Endowment for Catholic Charity The fund is designed to carry on a tradition of giving to Catholic and community charities, which we wish to continue well into the future. Giving will benefit services for the blind and deaf communities; subscriptions of the Catholic newspaper, The Compass, for parishioners of St. Agnes Parish, Green Bay; and for the diocesan mission in the Dominican Republic. Monica Meyer Respect Life Endowment Established by a generous bequest from the Monica Meyer estate for a Respect Life Anti-Abortion Program in the Diocese of Green Bay. Nazareth Fund Helps children and families in the Diocese of Green Bay. Established by Bishop

Robert J. Banks through a generous bequest from the Jeanette K. Clark Estate. Catholic Foundation 2015 Annual Report Paul’s Pantry Endowment Established by the Donald J. Long, Sr. family to care for the poor served by Paul’s Pantry in Green Bay. Additional gifts are most welcome! Poor & Homeless Fund Assists the poor and homeless of the Diocese of Green Bay. Regina & Dominic Olejniczak Family Trust Benefits Catholic Adoption Services through Catholic Charities of the Diocese of Green Bay.

31 Sister Maria Fund Currently this fund supports Sr. Maria Marciano, Haiti in her efforts to improve the standard of living and nutrition for families in the aftermath of the earthquake of 2010. In the event it is no longer practical for Sr. Maria to continue the humanitarian work in Haiti, this fund will benefit other humanitarian aid or missionary aid in the world. Additional gifts are most welcome. St. Agnes Parish, St. Vincent de Paul Society Fund, Green Bay Promotes charitable giving to and support of the mission of St. Agnes Parish’s St. Vincent de Paul Society Conference. St. Mary’s Hospital ‘A Woman’s Place’ Fund Helps fund operations or capital expenses of 'A Woman’s Place' drop-in center in Green Bay. Additional gifts are greatly appreciated. St. Matthew Congregation Outreach Fund, Green Bay Established to support people, projects or organizations (outside of the parish) that have needs on a local, national or global level. St. Patrick Parish Endowment, Green Bay Established by the Donald J. Long, Sr. family to care for the poor served by St. Patrick Parish in Green Bay. Additional gifts are most welcome! Stephen H. Eckes Fund for Catholic Charity Established through a generous gift from the Stephen Eckes estate to continue Catholic charitable giving. Threshold of Hope Designated Fund Provides support to homeless individuals whose needs are not served by other social service agencies in the Brown County area. Special emphasis and support shall be given to the ministry and operations of St. John the Evangelist Homeless Shelter. Wisconsin Right to Life Education/Veritas Society Fund Established to provide the Wisconsin general public with an extensive pro-life education to save lives from abortion and to achieve a lasting culture of life.

32 newly 23% established increase funds in 2015 11 $12.2 million total contributions Areas of Impact

Education 35%

Services 12%

Ministry 53% Catholic Foundation 2015 Annual Report Types of Funds

Designated Funds 47%

Bishop's Greatest Needs 4%

Family & Donor Advised Funds 21% Areas of Interest 28%

33 Planned Giving Planned giving is the act of making a charitable contribution where the method and timing benefit both the recipient and the contributor. The recipient can make long-range plans while relying on a dependable source for future funding. And the donor can reap numerous Thank you to benefits: income tax incentives, guaranteed lifetime income, reduction or elimination of estate taxes, and the our donors who satisfaction of making an important charitable gift to a worthy cause, to name just a few. The possible ways of have thoughtfully financing a planned gift are nearly limitless. They include: looked ahead and Charitable Will Bequest — Bequeath gifts of real estate, cash, or other property as a last will and testament with “remembered the the knowledge that it will benefit a charitable cause. Charitable Living Will — Provide for eventual gifts or Catholic Foundation real estate, cash or other property knowing that all or part through their wills of the assets may be returned upon request. Charitable Gift Annuity — Receive fixed annual and estate planning. payments for life which, for a period of time, may be partially free of taxes as well as an initial income They have helped tax reduction. secure the future of our Charitable Remainder Trusts — May bypass capital gains tax at the time the trust is created, and may receive funds, and facilitated federal estate tax savings. Charitable Lead Trust — Transfer assets to heirs with the ongoing activity of little or no estate and gift taxes. their life's work and Life Insurance Policies — After a policy is no longer needed for its intended use, feel the satisfaction of giving efforts. We, and those to a charitable beneficiary. we serve, are fortunate Endowment Life Insurance Policies — Make a charitable gift to an organization which purchases a and grateful. policy in the donor’s name. When policy becomes self-funding, it is then designated to a beneficiary consistent with donor’s wishes. Gifts of Appreciated Property — Includes real estate, For more information on timber rights, personal property, pension or retirement planned giving, contact funds, stocks and marketable securities, works of art and Cindi K. Brawner at special collections. [email protected]

34 ” 2014-2015 Catholic Foundation for the Diocese of Green Bay Board of Directors Bishop David L. Ricken John Cavil, Green Bay Chairman, Diocese of Green Bay Kerry Destino, Green Bay Paul J. Schneider Mary Beth Fowler, President, De Pere Neenah Alex Lawton Patricia Huettl, Two Rivers Vice President, De Pere Lee Kummer, Manitowoc

Very Reverend Daniel Felton Karmen Lemke, Kaukauna Vice President of Operations, Diocese of Green Bay Mark Loper, Ellison Bay David Miller Claudia McClone, Menasha Treasurer, Oshkosh Harry Radix, New London Larry Sur Robert “Bob” Ross, Brussels Secretary, De Pere Shirley Schmidt, Kaukauna Julie Van Straten, De Pere

Board Members Emeritus

Michael Ariens, Brillion † Dennis Long, Oshkosh Catholic Foundation 2015 Annual Report Deacon James Asmuth, Neenah † Donald Long Sr., Green Bay † Most Reverend Robert Banks, Green Bay Gerry Miller, Combined Locks Monsignor John Dewane, Appleton Bishop Robert Morneau, Green Bay Robert Endries, Brillion Sue Olmsted, De Pere Terry Fox, Manitowoc Mary G. Schaupp, Green Bay Alfred “Fritz” Ganther, Oshkosh Paul Schierl, Green Bay Judy Howald, Green Bay Arthur Schmidt, Appleton Lewis Konop, Green Bay Marianne Van Drisse, Green Bay

35 Distributions 2014-2015

Unrestricted Allouez Cemetery...... $20,000.00 Camp Tekakwitha, Shawano...... $4,485.45 Catholic Charities, Diocese...... $15,000.00 Bishop's Pastoral Reflection on Prayer, Diocese...... $3,000.00 Ministry Formation, Diocese...... $7,500.00 Missionaries of the Word, Bailey's Harbor...... $15,000.00 St. Anthony Parish, Niagara...... $4,900.00 St. Bernard Parish, Green Bay...... $8,000.00 St. John the Evangelist Homeless Shelter – Micah Center, Green Bay...... $2,000.00 St. Joseph Corporation – Bona and Melania Hall...... $14,000.00 St. Peter the Fisherman Parish, Two Rivers...... $8,000.00 Unrestricted Total...... $101,885.45 Donor Advised Notre Dame School, De Pere...... $2,500.00 Our Lady of Light Catholic Church, Fort Myers, Florida...... $2,200.00 Paul's Pantry, Green Bay...... $500.00 Resurrection Parish, Green Bay...... $7,500.00 Salvatorian Mission Center, New Holstein...... $5,043.00 Seminarian Collection, Catholic Foundation...... $6,000.00 Shrine of Our Lady of Good Help, Champion...... $1,289.00 Sisters of St. Dominic, Racine...... $4,000.00 St. Anthony Parish, Neopit...... $750.00 St. Clare Memorial Hospital, Oconto Falls...... $500.00 St. Francis Xavier Cathedral, Green Bay...... $1,000.00 St. John Bosco Catholic School, Sturgeon Bay...... $2,500.00 How Distributions Are Used St. John the Evangelist Homeless Shelter, Green Bay...... $7,550.00 St. John Nepomucene Parish, Little Chute...... $42,252.76 St. John Nepomucene Parish and School Endowment, Catholic Foundation...... $100,000.00 St. Joseph Catholic Church, Sturgeon Bay...... $5,000.00 St. Norbert College, De Pere...... $10,000 St. Patrick Parish Food Program, Green Bay...... $300.00 St. Thomas More School, Green Bay...... $2,000.00 St. Vincent De Paul Society, Green Bay...... $400.00 Stephen Eckes Catholic Charities Fund, Catholic Foundation...... $10,000.00 The Compass Catholic Newspaper, Diocese...... $28,965.25 University of Illinois – Civil Engineering Scholarship Fund...... $358.50 Xavier High School Scholarship Endowment, Appleton...... $10,000.00 YMCA, Green Bay...... $500.00 Donor Advised Total...... $506,098.76 Catholic Foundation 2015 Annual Report Catholic Foundation 2015 Annual Report

36 Education Anna Leitermann Scholarship, Christmas Stars, Appleton...... $350.00 All Saints Catholic School System, Antigo...... $23,999.00 All Saints Parish, Denmark...... $11,383.00 Burundi Greatest Needs...... $3,057.00 Camp Tekakwitha, Shawano...... $1,797.00 Department of Education, Diocese...... $5,364.00 Divine Savior School System, Kiel...... $10,156.68 Holy Family Parish, Brillion...... $12,479.00 Holy Family School, Green Bay...... $4,300.00 Holy Spirit Parish, Kimberly...... $10,975.00 Kaukauna Catholic School System, Kaukauna...... $48,457.00 Lourdes Academy, Oshkosh...... $64,311.00 Lumen Christi Parish Religious Education, Catholic Schools and Scholarships...... $670,736.53 Massart Research & Education, Diocese...... $ 250.00 Most Blessed Sacrament, Oshkosh...... $4,607.00 Mount Mary College, Milwaukee...... $29,982.07 Notre Dame de la Baie Academy, Green Bay...... $11,776.00 Notre Dame School, De Pere...... $11,370.00 Prince of Peace Parish, Green Bay...... $1,622.43 Resurrection Parish, Green Bay...... $29,982.06 Sacred Heart of Jesus Parish, Redgranite...... $1,622.43 Shrine of Our Lady of Good Help, Champion...... $29,982.07 Ss. Peter & Paul Parish, Hortonville...... $1,622.43 Ss. Peter & Paul Parish, Green Bay...... $9,283.00 St. Anne Parish, Coleman...... $1,622.42 St. Francis Xavier Catholic School System Inc., Appleton...... $14,662.00 St. John – Sacred Heart School, Sherwood...... $940.00 St. Joseph Parish, Green Bay...... $3,174.00

St. Mary Parish, Peshtigo...... $8,500.00 Catholic Foundation 2015 Annual Report St. Anthony School, Oconto Falls...... $3,859.00 St. Bernard Parish, Green Bay...... $12,500.00 St. Clare Parish, Greenleaf ...... $3,006.00 St. John Bosco Catholic School, Sturgeon Bay...... $5,071.00 St. John Nepomucene Parish, Little Chute...... $71,189.00 St. John Parish, Menasha...... $1,622.43 St. John the Baptist Parish, Green Bay...... $9,492.00 St. Joseph Parish, Phlox...... $2,500.00 St. Margaret Mary Parish, Neenah...... $940.00 St. Mark Parish, Redgranite...... $1,622.43 St. Mary's Central High School, Neenah...... $70,575.00 St. Mary Parish, Greenville...... $1,527.00 St. Mary of the Angels Parish, Green Bay...... $4,151.43 St. Mary Parish, Peshtigo...... $9,007.00 St. Mary Parish, Hilbert...... $5,355.00

37 St. Mary's Central High School, Neenah...... $3,008.00 St. Matthew Parish, Green Bay...... $11,138.00 St. Vincent Hospital, Green Bay...... $29,982.07 Twin City Catholic Education System, Neenah – Menasha...... $4,717.00 Xavier High School, Appleton...... $10,000.00 Education Total...... $1,289,625.48 Ministry A NEW Genesis Community, Appleton...... $2,196.00 Advancing the Mission Endowment, Evangelization...... $481.25 Advancing the Mission Endowment, Leadership Development ...... $481.25 Advancing the Mission Endowment, Lifelong Catechesis ...... $481.25 Advancing the Mission Endowment, Priestly Care...... $481.25 All Saints Catholic School, Antigo...... $350.00 Bishops Greatest Needs Fund (Bishop's Discretion)...... $3,216.00 Camp Tekakwitha, Shawano...... $16,080.00 Carmel of Holy Name of Jesus, Denmark...... $5,253.00 Casa Hoger de Cabo San Lucas A.C., Lagua Beach, CA...... $500.00 Catholic Youth Expeditions, Baileys Harbor...... $2,025.00 Chancellor – Chancery, Diocese...... $4,456.00 Chilton Area Catholic School...... $1,600.00 Corpus Christi Parish, Sturgeon Bay...... $18,305.00 Department of Education, Diocese...... $32,850.00 Fidei Defensor, Green Bay...... $500.00 Good Shepherd Parish, Chilton...... $1,436.00 Green Bay Area Catholic Education System (GRACE)...... $1,500.00 Holy Cross Parish, Mishicot...... $17,947.00 Holy Family Parish, Marinette...... $6,064.00 Holy Resurrection Monastery, St. Nazianz...... $5,000.00 Holy Spirit Parish, Kimberly...... $9,242.00 Holy Trinity Parish, Oconto...... $4,525.00 Holy Trinity School, Casco...... $3,000.00 Immaculate Conception Parish, Oneida...... $1,800.00 LaVerna Region Franciscans, Greenville...... $1,340.00 Leadership Development Scholarships...... $38,052.86 Legacy Society, Catholic Foundation...... $765.00 Leo Benevolent Association...... $4,978.00 Leo Benevolent Association Retirement Fund...... $98,891.00 Living Justice Department, Diocese...... $10,400.00 Ministry Formation, Diocese...... $55,816.00 Missionaries of the Word, Baileys Harbor...... $2,000.00 Missionary Oblates, Our Lady of the Snows, Belleville, IL...... $500.00 Most Blessed Sacrament, Oshkosh...... $1,541.00 Mount Tabor Center, Menasha...... $18,333.00 Movimiento De Cursillos de Cristiandad Hispana de GB Diocesis, Appleton...... $1,000.00

Catholic Foundation 2015 Annual Report Catholic Foundation 2015 Annual Report Nativity of Our Lord Parish, Green Bay...... $4,761.00

38 New Evangelization Department, Diocese...... $20,390.00 Notre Dame De La Baie Academy, Green Bay...... $1,500.00 Priest Sabbaticals, Diocese...... $1,521.00 Prince of Peace Parish, Green Bay...... $1,000.00 Prision Ministry, Oshkosh State Correctional Institution...... $478.00 Sacred Heart Parish, Appleton...... $1,500.00 Sacred Heart School, Shawano...... $5,025.00 Safe Environment, Diocese...... $255.00 Seminarian Education, Diocese...... $914,634.00 Shrine of Our Lady of Good Help, Champion...... $153,511.00 Sister of St. Joseph of Carondelet, St. Louis, MO...... $500.00 Sisters of St. Francis of the Holy Cross, Bay Settlement...... $1,808.00 Ss. Edward & Isidore Parish, Green Bay...... $630.00 Ss. Peter & Paul Parish, Hortonville...... $1,233.00 Ss. Peter and Paul Parish, Kiel...... $1,200.00 St. Anthony Parish, Neopit...... $1,384.00 St. Anthony Parish, Oconto Falls...... $3,376.00 St. Augustine Parish, Wausaukee...... $7,481.00 St. Bernard Parish, Appleton...... $15,629.00 St. Francis of Assisi Parish, Manitowoc...... $2,000.00 St. Francis Xavier Cathedral, Green Bay (Capital Campaign)...... $526,438.00 St. Francis Xavier High School, Appleton...... $1,000.00 St. Francis Xavier Parish, De Pere...... $1,899.00 St. Gabriel the Archangel Parish, Neenah...... $2,000.00 St. Gregory School, St. Nazianz...... $3,000.00 St. Isidore the Farmer Parish, Denmark...... $1,615.00 St. Joan of Arc Parish, Goodman...... $1,970.00 St. John Nepomucene School, Little Chute...... $61,929.00 St. John the Baptist Parish, Green Bay...... $11,918.00

St. John the Evangelist Homeless Shelter, Green Bay...... $100,000.00 Catholic Foundation 2015 Annual Report St. John the Evangelist Parish, Green Bay...... $3,660.00 St. Joseph Parish, Phlox...... $3,000.00 St. Joseph Parish, Wautoma...... $1,000.00 St. Jude Parish, Green Bay...... $2,200.00 St. Louis Parish, Luxemburg...... $4,500.00 St. Margaret Mary Parish, Neenah...... $3,106.00 St. Mary of the Angels, Green Bay...... $293.00 St. Mary of the Immaculate Conception, Greenville...... $4,200.00 St. Mary Parish, Algoma...... $3,000.00 St. Mary Parish, De Pere...... $4,534.00 St. Mary Parish, Greenville...... $1,500.00 St. Mary Parish, Maplewood...... $1,000.00 St. Mary Parish, Menasha...... $8,027.00 St. Mary Parish, Peshtigo...... $42,000.00 St. Mary/St. Michael School, Cato...... $6,500.00 St. Mary's Central High School, Neenah...... $2,500.00

39 St. Matthew Parish, Green Bay...... $9,165.00 St. Michael Parish, Keshena...... $10,000.00 St. Michael Parish, Whitelaw...... $2,500.00 St. Nicholas Parish, Freedom...... $13,285.00 St. Norbert College Parish, De Pere...... $2,458.00 St. Paul Parish, Combined Locks...... $1,800.00 St. Paul Parish, Plainfield...... $1,784.00 St. Peter the Fisherman Parish, Two Rivers...... $500.00 St. Pius X Parish, Appleton...... $1,500.00 St. Raphael the Archangel Parish, Oshkosh...... $1,150.00 St. Therese de Lisieux Parish, Denmark...... $2,055.00 St. Thomas the Apostle Parish, Luxemburg...... $3,551.00 St. Vincent De Paul Society, Green Bay...... $500.00 St. Willebrord Parish, Green Bay...... $50,999.00 Stewardship and Pastoral Services, Diocese...... $17,506.00 The Bridge-Between Retreat Center, Denmark...... $1,246.00 St. Willebrord Parish, Grant for Philadelphia Pilgrimage...... $12,000.00 Ministry Total...... $2,447,990.86 Services A and A Alexandrina Center, Green Bay...... $1,200.00 Bishop's Appeal, Catholic Foundation...... $44,488.00 Camp Tekakwitha, Shawano...... $9,726.00 Casa Alba Melanie Hispanic Resources Center, Green Bay...... $500.00 Catholic Charities, Diocese ...... $23,173.00 Chancery, Diocese...... $1,000.00 Community Clothes Closet, Inc., Menasha...... $500.00 COTS, Inc., Appleton...... $1,900.00 Department of Education, Diocese...... $3,852.00 Ecumenical Partnership for Housing, Green Bay...... $40,000.00 Habitat for Humanity, Green Bay ...... $20,000.00 Legacy Society, Catholic Foundation...... $3,068.00 Living Justice Department, Diocese...... $19,410.00 McCormick Home, Green Bay...... $16,582.00 Paul's Pantry, Green Bay...... $9,657.00 St. Agnes Parish, Green Bay...... $1,559.00 St. Francis Xavier Cathedral, Green Bay...... $600.00 St. Joseph Food Program, Inc., Menasha...... $500.00 St. Norbert College Parish, De Pere...... $6,124.00 St. Patrick Parish, Green Bay...... $8,428.00 The Haven of Manitowoc County...... $1,063.00 Wisconsin Right to Life/Veritas Society, Milwaukee...... $8,179.00 Women Celebrate, Appleton...... $300.00 Services Total...... $221,809.00 Total Distributions 2014-2015...... $4,567,409.55 Catholic Foundation 2015 Annual Report Catholic Foundation 2015 Annual Report

40 Distributions from Funds to June, 2015 $5 MM

$4 MM

$3 MM

$2 MM

$1 MM

$0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

2000-01 $ 88,255 2005-06 $ 633,035 2010-11 $ 2,600,270 2001-02 $ 162,876 2006-07 $ 2,042,921 2011-12 $ 2,789,606 2002-03 $ 182,861 2007-08 $ 1,724,709 2012-13 $ 3,192,817 2003-04 $ 239,294 2008-09 $ 2,479,903 2013-14 $ 4,675,885 2004-05 $ 456,814 2009-10 $ 3,104,799 2014-15 $ 4,567,410 Cumulative Growth to June, 2015 $100 MM

$80 MM Catholic Foundation 2015 Annual Report $60 MM

$40 MM

$20 MM

$0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2000 $ 2,432,802 2006 $ 35,175,000 2012 $ 61,273,872 2001 $ 3,224,815 2007 $ 52,275,710 2013 $ 66,062,065 2002 $ 3,799,548 2008 $ 60,626,275 2014 $ 74,871,965 2003 $ 5,535,121 2009 $ 53,139,945 2015 $85,695,443 2004 $ 8,632,412 2010 $ 53,102,677 2005 $ 9,846,031 2011 $ 62,125,868

41 42 Catholic Foundation 2015 Annual Report ChangeinNet Assets

Fundraising A complete auditis available onrequest. Grants Expenses Total oninvestments return Contributions Revenues, Investment Gains &Other Support Year EndedJune 30,2015 Condensed Statement OfActivities Net assets expenses Accrued Liabilities Cash andcash equivalents Assets Financial Position Condensed StatementOf

Total liabilitiesandnetassets Management and general andgeneral Management Management fees Management payablePledges Funds held forothers Other Contributions receivable

$ $ $ $ $85,695,443 $ $ $ $ $ June 30,2015 June 30,2015 23,557,665

10,138,730 13,566,965 85,695,443 28,577,094 57,118,349 1,766,611 5,395,282 12,282,466 78,533,550 3,428,235 818,562 8,770,104 4,951,482 903,388 465,937 465,238 67,947 $ $ $ $ $ $ 4,463,644 $ $ $ $ June 30,2014 June 30,2014 74,871,965

11,847,801 11,847,801 16,311,445 16,311,445 74,871,965 21,181,851 21,181,851 53,690,114 10,479,220 73,252,462 21,118,229 5,584,746 9,956,878 1,056,989 893,718 474,863 769,821 562,514 - 63,622

Catholic Foundation 2015 Annual Report 47 Credits LLC Group, Conard Creative by Design partiallyPrinting Independent Printing by donated Cathedral, Xavier Francis is from St. glass on cover Stained WI Bay, Green Member on Church Management LeadershipNational Roundtable 825 Suite NW, Avenue 1350 Connecticut DC 20036 Washington, Executive Director Executive Brawner, Cindi K. Director Diedrich, Assistant Josh Specialist Marketing Wentz, Lisa Danz, Campaign Specialist Tammy Missions Coordinator World Aubin, Cindy St. Support Specialist Administrative Wollenberg, Tanya Administrator Database DeGrave, Debbie Kendra Senior Data Entry Rios, Specialist Entry Heim, Data Mary Specialist Jane Staff Lisa Wentz Josh Diedrich Josh Cindi K. Brawner The Catholic Foundation for the Diocese of Green Bay, Inc. Federal Tax ID # EIN 39-1924921 ID # Tax of Diocese for the Federal The Inc. Foundation Catholic Bay, Green TheThe rules as legal is not intended herein contained advice. material for such or a substitute advice governing and regulations of Diocese for the The complex. and quite Foundation Catholic numerous Gifts are and Planned Endowments charitable Green from a lawyer, be obtained may which counsel professional seek a contribution make planning to anyone recommends Inc. Bay, certified and knowledge estate in experience who has professional trust accountant, public investment and insurance or life officer of Diocese the for Foundation Catholic the as Green law, by allowed extent the to tax deductible is Your gift planning. and financial Organization of 501(c)(3) section Exempt under is a Tax Catholic Inc. States United to pursuant Code, Internal the Revenue Bay, Group Exemption. Conference The Catholic Foundation NON PROFIT ORG. for the Diocese of Green Bay, Inc. U.S. POSTAGE PO Box 22128 PAID Green Bay, WI 54305-2128 GREEN BAY, WI PERMIT NO. 104

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