WHAT WILL YOUR Catholic Legacy Be?

COMMUNITY REPORT 2018 MICHAEL P. MCMILLAN SCHOLARSHIP ENDOWMENT FUND

Mission Michael McMillan, President & CEO of the Urban League of Metropolitan St. Louis, rang the Roman Catholic Foundation “Celebration Bell” to mark the establishment INSPIRING giving AND CONNECTING DONORS TO CATHOLIC of the Michael P. McMillan Scholarship Endowment Fund, which will provide scholarships in perpetuity to students MINISTRIES, sustaining THE LOCAL CHURCH FOR attending McMillan’s alma mater, Bishop DuBourg High School in St. Louis. Scholarships are awarded based on future GENERATIONS. students’ community service, leadership and academic achievement, with preference given to African American, Hispanic, Biracial or Native American students.

For a full list of funds, please visit rcfstl.org/fund

Plan with heart. Invest for good. COMMUNITY REPORT 2018 | 1 “

A SERVICE TO OUR CATHOLIC COMMUNITY ROGER AND THE CONVERSATION: Far exceeded my expectations. Terrific speakers; A Catholic Perspective on End-of-Life Issues LINDA JACQUES very helpful and timely. Incarnate Word parishioners TOM KOPINSKI | Immaculate Conception When you understand Church teaching on the issues that surround the end of life, you can (Dardenne“ Prairie) parishioner develop plans that will ensure your final wishes are followed and be of tremendous help to your family. “If you’re a believing Catholic, you want to [plan A good ‘checklist’ of potential overlooked items. The Conversation: A Catholic Perspective on End-of-Life Issues is a free seminar that provides St. Joseph for the end of life] according to Church norms. GEORGE LINDH | Catholics of all ages and life situations with the tools they need to give the gift of planning to (Manchester) parishioner That was our main concern, what does the their families. At The Conversation, you will have the chance to learn and ask questions about Church teach with regard to end-of-life issues? Church teaching in the areas Catholics need to consider as they plan for the end of life. Very well organized, well presented information The Conversation gave us the tools we needed that every person should hear. TOPICS INCLUDE: in order to follow through on that.There’s a JUDY NEARY | St. Clare of Assisi parishioner plethora of information. Everybody needs to • Principles of Catholic Bioethics, know about this.” Presented by a Priest Theologian - Ordinary & Extraordinary Means of Preserving Life Roger Jacques first attended The Conversation in West - Quality of Life & the Dignity of the Human Person County and found it so helpful that he again attended a few months later in South City with his wife, Linda. The Jacques • Advance Directives & Estate Planning, were pleased with the information provided at the seminar Presented by a Catholic Estate Attorney and were especially glad to learn they could leave their own • Charitable Legacy Planning, Catholic legacy with a planned gift. Presented by a Roman Catholic Foundation Representative ” • Funeral & Cemetery Planning, To see the Jacques tell their story, visit rcfstl.org/jacques Presented by a Priest or Deacon - Pastoral Care for the Sick & Dying - Anatomical Donation & Cremation

To register for an upcoming seminar, visit rcfstl.org/the-conversation

2 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 3 “

OLIC F TH OU A N C D N A A T LEGACY CIRCLE I O

M FOUNDING MEMBERS N

O As of December 2018 R Anonymous (24) Robert and Nancy Macher LEONARD AND David and Sharon Baranowski Michael McMillan L Kevin and Betty Beckman Nancy Mueller E E G CL Reverend Monsignor Francis Joan O’Reilly* ACY CIR HELEN KNOBBE Blood Matt Padberg Seven Holy Founders parishioners John Capellupo Kathleen Palumbo NEW! LEGACY CIRCLE Michael and Carol Conoyer Raymond Piontek Established in 2018, the Roman Catholic Foundation Legacy Circle recognizes devoted Michael and Brenda John and Nell Pollnow Dempsey Catholics who have committed to providing for the future of our local Church with a “I think it’s a win-win situation for everybody. The Brian Abel Ragen Kathleen Donnelly* planned gift. Members receive special recognition and are invited to attend the annual Foundation is going to be here in perpetuity, John Riat Reverend Monsignor Legacy Circle Mass and Breakfast with the Archbishop of St. Louis. but I’m limited, so that’s a big advantage.” Norbert Ernst Mary Riegel Mary Farri Darryl and Ellen Ross Len Knobbe created a Charitable Gift Annuity that will What will your Catholic legacy be? Con Franey and Stephanie Re Don and Nancy Ross provide him with income for life and support the Washington To plan your Catholic legacy, please contact our gift planning experts at 314.918.2890 Ralph and Vikki Glosemeyer Mike and Donna Roth University Catholic Student Center Endowment Fund after his or [email protected]. Learn more at rcfstl.org/legacy-circle. Jerel and Mary Grimaud Reverend Ronald lifetime. Rubbelke David and Sarah Gulick Lynn Ryan Frank* and Christine Guyol Douglas and Molly Sansone WHAT IS A PLANNED GIFT? Mark and Joan Guyol To see the Knobbes tell their story, visit Timothy and Susan Sansone A planned gift is a gift to charity, given now or upon death, as part of a financial or estate rcfstl.org/knobbe William and Ruth Hamilton George Schroeder plan, typically funded with assets rather than income. Mark Hanneke Kevin Short Michael Heck David and Diane Snively Stephen Henderson LOW RISK THE TIME David and Gayle Stratmann BIG IMPACT Reverend John Jay Hughes Planned gifts are typically Timothy and Janice Surdyke IS NOW Michael and Barbara Hurst Donald Szwabo 80% St. Louis Households Roger and Linda Jacques of planned gifts are 200-300x Steve and Donna Thielker will transfer larger than a donor’s Reverend John Keenoy bequests, which cost largest annual gift to a Deacon Richard and donors nothing during John and Marilyn Kluesner Carolyn Vehige $532 billion charitable organization their lifetimes in assets between 2001 Leonard and Helen Knobbe Reverend Harold Voelker and 2055; As much as Norman Koelling Patricia Williams Reverend Robert Lane Leonard Woker billion Joseph and Joan Lipic $93 *Deceased will be transferred to charities Source: National Association of Charitable Gift Planners Source: Gateway to Giving Coalition Source: plannedgiving.com 4 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 5 Beyond Sunday, led by the Roman Catholic Foundation, raised $110 MILLION to transform Catholic education in the Archdiocese of St. Louis (60% of funds raised) $57.2 Million and invest in local parish communities (40% of funds raised). IMPACT As of December 2018

12% 11% Education Endowment/Savings $25.5 Million Distributed to 54% 11% Parishes Building Improvements Campus Improvements

$5.5 Million Awarded in 40% FOR PARISH COMMUNITIES Scholarships Individual parishes determined how their share would address local needs. 2018 BEYOND SUNDAY SCHOOL GRANT RECIPIENT: $1.8 Million 60% FOR CATHOLIC St. Joseph School in Imperial (in collaboration with other area schools) * Cultivating Minds and Super School Communities by Creating Innovative Awarded in School STREAM labs Grants EDUCATION A $100,000 Beyond Sunday grant funded St. Joseph School’s new makerspace $24.4 Million Beyond Sunday scholarships totaling $1.8 million and school lab and robotics program. With these improvements, students are learning to Endowed for Catholic grants totaling $751 thousand were awarded in 2018. To see work together to solve problems and developing analytical, critical thinking 5% 2% Education and leadership skills, all while becoming technologically adept to succeed in a Social Services & Operating Expenses details of scholarships and all Beyond Sunday school grants to modern world. Because Cultivating Minds was a partnership between several Evangelization Region 6 Catholic schools and the Clavius Project at St. Louis University High 3% 2% THANK date, please visit rcfstl.org/scholarships-and-grants. Debt Reduction Technology YOU! School, students throughout the southern areas of our archdiocese—not just those attending St. Joseph School—are benefiting from the grant.

*less campaign expenses *Percentages based on projects as listed in Beyond 6 | COMMUNITY REPORT 2018 Sunday parish case statements COMMUNITY REPORT 2018 | 7

TOTAL FUNDS AND SNAPSHOT 2018 129 OTHER PLANNED GIFTS Charitable Gift Annuities Social Services $621,290 $104,748 Charitable Remainder Trust 66 ENDOWMENT FUNDS $1,062,030 Vocations Charitable Gift Annuities - Agency Donor-Advised Funds $30,151 $58,904 $2,687,721 $36,065,793 Education ASSETS UNDER MANAGEMENT Long-Term Funds $3,603,126 $2,998,378

9 LONG-TERM FUNDS GRANTS & ASSETS UNDER DISTRIBUTIONS BY Endowment Funds MANAGEMENT $4,036,456 IMPACT AREA 18 DONOR-ADVISED FUNDS $36,065,793 FUND TYPES 50 $14,289,071 NEW FUNDS AND OTHER Parish Life Beyond Sunday Education $10,551,046 PLANNED GIFTS Endowment Fund 13 CHARITABLE GIFT ANNUITIES $24,601,014

2 CHARITABLE REMAINDER TRUSTS

$14,289,071 T GRANTS AND DISTRIBUTIONS EN 21 TESTAMENTARY GIFT INTENTIONS General and Administrative P S $375,244 S I Y E

N

O

Fundraising M

TOTAL FUNDS & OTHER PLANNED GIFTS 82.4% E SUPPORTS PROGRAM,

$551,898

H

T INCLUDING SCHOLARSHIPS,

2018 129 W GRANTS AND PLANNED

O 371 H GIVING EDUCATION BENEFITING ORGANIZATIONS 2017 79 FUNCTIONAL EXPENSES 2016 45 $5,271,808 2015 18 Programs $4,344,666 2014 5

8 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 9 STATEMENT OF FINANCIAL POSITION STATEMENT OF ACTIVITIES As of December 31 For the years ending December 31 2018 2017 2018 2017 REVENUE YOU HAVE A PASSION  ASSETS Total Contributions, including Amounts $8,958,117 $19,439,282 FOR helping  Cash $936,513 $1,414,422 Raised for Others OTHERS Investments - At Fair Value $41,437,725 $34,132,347 Less: Amounts Raised for Others $2,870,863 $7,891,289 Promises to Give - Net $27,972,298 $44,847,259 Amounts Received for Beneficiary $658,930 $803,503 Other Assets $105,561 $129,767 Endowments $70,452,097 $80,523,795 Total Assets Net Contributions $5,428,324 $10,744,490

LIABILITIES OTHER INCOME $358,270 $406,916 WE WORK WITH YOU Accounts Payable and Accrued Liabilities $45,571 $44,348 TO PLAN YOUR Interest and Dividends $929,946 $319,866 Funds Held for Others $20,588,280 $29,662,209 giving STRATEGY Investment Gains (Losses)* $(3,069,791) $2,373,016 Grants Payable $2,268,269 $2,210,267 Total Revenues $3,646,749 $13,844,288 Beneficiary Endowments $1,416,669 $848,604

Total Liabilities $24,318,789 $32,765,428 PROGRAM GRANTS Grants $3,873,578 $3,749,447 NET ASSETS Less: Grants Made on Behalf of Beneficiary $27,332 $1,284 Without Donor Restriction $284,113 $418,297 Endowments WE steward With Donor Restriction $45,849,195 $47,340,070 YOUR GIFT Total Grants $3,846,246 $3,748,163 Total Net Assets $46,133,308 $47,758,367 OPERATING EXPENSES Total Liabilities and Net Assets $70,452,097 $80,523,795 Programs $498,420 $626,428 General and Administrative $375,244 $269,052 Fundraising $551,898 $1,010,354

TOGETHER WE Total Expense $1,425,562 $1,905,834 strengthen OUR CATHOLIC Change in Net Assets $(1,625,059) $8,190,291 COMMUNITY Beginning Net Assets $47,758,367 $39,568,076

Ending Net Assets $46,133,308 $47,758,367

*Net of Investment Expenses 10 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 11 DAVE BARANOWSKI PROFESSIONAL ADVISORS Mary, Mother of the Church parishioner “The Foundation’s professional team is responsive and well-versed on all aspects of planned giving.” “We preferred the Donor-Advised Fund through PIPA represents a collaboration – RAYMOND S. KREIENKAMP | Partner, Husch Blackwell the Roman Catholic Foundation versus one of between the Roman Catholic our investment companies because we know Foundation, the St. Louis Community everything we contribute to is vetted; we have Foundation and the Jewish Federation 100% knowledge that we are not giving to “I have found the Roman Catholic Foundation to be extremely of St. Louis. These organizations have something that is against what we believe in.” responsive, professional and understanding of the desires of donors as joined together to provide an annual they work with them to fulfill their dreams.” educational program for professional Dave and Sharon Baranowski established the Baranowski Family – LEO H. MACDONALD, JR. | Principal, Carmody MacDonald, Attorneys advisors in the St. Louis region. The Charitable Fund, a Donor-Advised Fund at the Roman Catholic & Counselors at Law goal is to improve philanthropic impact Foundation. Donor-Advised Funds at the Foundation are invested in accordance with the teachings of the Catholic Church, and by equipping our region’s best wealth, “I strongly encourage other professionals to engage the Foundation early grants are made only to those organizations that do not operate tax and legal advisors with the tools on when a client expresses an interest in making a gift to any Catholic in opposition to Church teaching. they need to facilitate values-based organizations in the Archdiocese of St. Louis, as they make the process so easy for all involved.” client conversations. To see Dave tell his story, visit rcfstl.org/baranowski – LORI HOOTMAN | Estate Planning Attorney, TuckerAllen Estate Learn more at Planning Attorneys rcfstl.org/professional-advisors

CATHOLIC DONOR-ADVISED FUNDS (DAFS) “The Foundation is an excellent resource to the Catholic community.”

– RICHARD S. VEST | Lead Consultant, Vest Benefit Solutions

PARISHES, DONOR DONOR-ADVISED SCHOOLS AND FUND MINISTRIES “I recently had the opportunity to work with the Foundation on a complex ① ② gifting strategy for one of my clients. Both the donor and I were appreciative 1. You establish your DAF and name its advisors. of the diligence and professionalism exhibited during the process.” – MICHAEL D. MULLIGAN | Estate Planning & Probate Department 2. DAF grows tax-free, invested in accordance with Church teaching. You Co-Chair, LewisRice recommend grants at your pace to the Catholic organizations you love.

Learn more at rcfstl.org/donor-advised-funds 12 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 13 BENEFITING ORGANIZATIONS BENEFITING ORGANIZATIONS continued

EDUCATION De Smet Jesuit High School Holy Trinity Catholic School Sacred Heart Kindergarten St. Francis of Assisi School St. Peter School (Kirkwood) Annunziata Parish Immaculate Conception Parish Academy of the Sacred Heart School Department of Special Education Immacolata School (Florissant) St. Gabriel the Archangel School St. Pius X High School Assumption Parish (Mattese) (Old Monroe) Access Academies (Annunziata School) Immaculate Conception School Sacred Heart School (Florissant) St. Gerard Majella School St. Raphael the Archangel School Assumption Parish (New Haven) Immaculate Conception Parish (Park Hills) Aim High St. Louis Department of Special Education (Dardenne) Sacred Heart School (Troy) St. Gertrude School St. Roch School Assumption Parish (O’Fallon) Immaculate Conception Parish All Saints Academy (Ascension Chesterfield Learning Immaculate Conception School Sacred Heart School (Valley Park) St. Ignatius Loyola School St. Rose of Lima School Basilica of Saint Louis, King of Center) (Old Monroe) (St. Mary) (St. Ferdinand Campus) Sacred Heart Villa St. James the Greater School St. Rose Philippine Duchesne School France Parish Department of Special Education Immaculate Conception School Immaculate Conception Parish All Saints Academy Seton Regional Catholic School St. Joachim School St. Simon the Apostle School Cathedral Basilica of Saint Louis (South City Catholic Academy (Union) (Union) (St. Norbert Campus) South City Academy Parish Learning Center) St. John the Baptist School St. Stephen Protomartyr School Immaculate Conception Parish All Saints Academy (St. Rose Incarnate Word Academy Christ the King Parish Department of Special Education St. Agnes School (Gildehaus) St. Theodore School (West Alton) Philippine Duchesne Campus) Incarnate Word School Christ the Savior Parish (St. Gemma Center) St. Alban Roe School St. John Vianney High School St. Thomas More Society Immaculate Heart of Mary Parish All Saints Parish (St. Peters) Little Flower School Christ, Prince of Peace Parish Department of Special Education St. Alphonsus School St. Joseph School (Cottleville) St. Vincent de Paul High School (New Melle) All Saints Parish (University City) Marian Middle School (The Academy at St. Sabina) St. Ambrose School St. Joseph School (Farmington) (Perryville) Curé of Ars Parish Immaculate Heart of Mary Parish All Saints School Mary, Queen of Peace School Duchesne High School St. Ann School St. Joseph School (Imperial) St. Vincent de Paul Junior High Epiphany of Our Lord Parish (St. Louis) Ascension School Marygrove Foundation for Special Education of St. Anthony School (Sullivan) St. Joseph School (Josephville) School (Perryville) Good Shepherd Parish Incarnate Word Parish Assumption School (Mattese) Most Holy Trinity School and Children St. Bridget of Kildare School St. Joseph School (Manchester) St. Vincent de Paul School (Dutzow) Holy Family Parish Little Flower Parish Assumption School (O’Fallon) Academy Good Shepherd Catholic School St. Catherine Laboure School St. Joseph School (Zell) St. Vincent de Paul School Holy Infant Parish Mary, Mother of the Church Parish Barat Academy (Hillsboro) Most Sacred Heart School (Eureka) (Perryville) St. Cecilia School and Academy St. Joseph’s Academy Holy Martyrs of Japan Parish Mary, Queen of Peace Parish Beyond Sunday Education Holy Child School Nerinx Hall Ste. Genevieve du Bois School St. Charles Borromeo School St. Louis Catholic Academy Holy Name of Jesus Parish Most Holy Trinity Parish Endowment Fund Holy Cross Academy (Annunciation Notre Dame High School Sts. Joachim & Ann School St. Clare Catholic School (St. Clair) St. Louis Priory School Holy Redeemer Parish Most Sacred Heart Parish (Eureka) (Roman Catholic Foundation) Campus) Our Lady of Guadalupe School Today & Tomorrow Educational St. Clare of Assisi School St. Louis University High School Holy Rosary Parish Our Lady Help of Christians Parish Bishop DuBourg High School Holy Cross Academy (Our Lady of Our Lady of Lourdes School Foundation St. Clement of Rome Parish St. Louis Universtiy Holy Spirit Parish (Weingarten) Blessed Teresa of Calcutta School Providence Campus) (Washington) Trinity Catholic High School St. Cletus School St. Margaret Mary Alacoque School Holy Trinity Parish Our Lady of Festus Cardinal Ritter College Prep Holy Cross Academy (St. Dominic Our Lady of Sorrows School Ursuline Academy Savio Campus) St. Dominic High School St. Margaret of Scotland School Immacolata Parish Our Lady of Guadalupe Parish Chaminade College Preparatory Our Lady of the Pillar School Valle Catholic Grade School Immaculate Conception Parish Our Lady of Lourdes School Holy Cross Academy (St. John Paul II Our Lady School St. Ferdinand School St. Mark School Valle Catholic High School (Arnold) Campus) St. Frances Cabrini Academy St. Mary Magdalen School Our Lady of Providence Parish Christ the King School Our Lady, Queen of Peace School Villa Duchesne and Oak Hill School Holy Cross Academy (St. Michael the Immaculate Conception Parish Our Lady of Sorrows Parish Christ, Light of the Nations School Pontifical North American College St. Francis Borgia Regional High St. Mary’s High School Archangel Campus) Visitation Academy (Augusta) School St. Norbert School Our Lady of the Holy Cross Parish Christ, Prince of Peace School Queen of All Saints School Washington University Immaculate Conception Parish Holy Infant School St. Francis Borgia School Our Lady of the Pillar Parish Christian Brothers College High Rockhurst University St. Patrick School (Dardenne) Holy Redeemer School (Washington) PARISH LIFE Our Lady of the Presentation Parish School Rosati-Kain High School St. Paul School (Fenton) Immaculate Conception Parish Holy Rosary School All Souls Parish (Overland) Our Lady of Victory Parish Cor Jesu Academy St. Paul School (St. Paul) (Maplewood) Holy Spirit School Annunciation Parish Our Lady, Queen of Peace Parish

14 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 15 BENEFITING ORGANIZATIONS continued BENEFITING ORGANIZATIONS continued

Queen of All Saints Parish St. Catherine of Alexandria Parish St. James the Greater Parish St. Mark Parish St. Rose Philippine Duchesne Parish Eternal Word Television Network VOCATIONS Resurrection of our Lord Parish St. Cecilia Parish St. Joachim Parish St. Martin de Porres Parish St. Sabina Parish Friends of St. Louis University Liver Bishop McNicholas Fund Sacred Heart Parish (Crystal City) St. Charles Borromeo Parish St. Joan of Arc Parish St. Martin of Tours Parish St. Simon Parish Center (Archdiocese of St. Louis) Sacred Heart Parish (Elsberry) St. Clare of Assisi Parish St. John Bosco Parish St. Mary Magdalen Parish St. Stephen Parish International Catholic Migration Carmelite Monastery Commission Sacred Heart Parish (Florissant) St. Clare Parish St. John Nepomuk Parish (Brentwood) St. Stephen Protomartyr Parish Carmelite Sisters of Divine Heart Latin America Apostolate of Jesus Sacred Heart Parish (Ozora) St. Cletus Parish St. John the Apostle Parish St. Mary Magdalen Parish (St. Louis) St. Theodore Parish (Archdiocese of St. Louis) Kenrick-Glennon Seminary Sacred Heart Parish (Troy) St. Cronan Parish St. John the Baptist Parish St. Mary of Perpetual Help Parish St. Vincent de Paul Parish (Dutzow) (Moselle) Life Teen, Inc. Order of Malta, American Association Sacred Heart Parish (Valley Park) St. David Parish (Gildehaus) St. Vincent de Paul Parish (Perryville) St. Mary of Victories Chapel Mater Media Pontifical Paul VI Institute of Seven Holy Founders Parish St. Dominic Savio Parish St. John the Baptist Parish (St. Louis) St. Vincent de Paul Parish (St. Louis) St. Mary Parish (Hawk Point) Mike McCoy Ministries Catechetical and Pastoral Studies St. Agatha Parish St. Elizabeth Ann Seton Parish St. John the Beloved Disciple Parish St. Wenceslaus Parish St. Matthew the Apostle Parish Mother of Good Counsel Home Shrine of Our Lady Guadalupe St. Agnes Parish St. Elizabeth of Hungary Parish St. John, Apostle and Evangelist Ste. Genevieve du Bois Parish Parish St. Matthias Parish National Right to Life Educational The Institute for Priestly Formation St. Alban Roe Parish St. Elizabeth, Mother of John the Ste. Genevieve Parish Trust Fund The Carmel of Saint Joseph Baptist Parish St. Joseph Croatian Parish St. Maurus Parish St. Alphonsus Liguori Parish Sts. Joachim and Ann Parish Our Lady’s Inn St. Ferdinand Parish St. Joseph Parish (Apple Creek) St. Michael the Archangel Parish MULTIPLE CATEGORIES St. Alphonsus Parish Sts. Peter and Paul Parish Our Little Haven St. Francis Borgia Parish St. Joseph Parish (Bonne Terre) St. Monica Parish Archdiocese of New York St. Ambrose Parish Sts. Philip and James Parish Partners In Sustainable Development St. Joseph Parish (Clayton) St. Nicholas Parish Archdiocese of St. Louis St. Andrew Kim Parish St. Francis of Assisi Parish (River aux Vases) International (Luebbering) St. Joseph Parish (Cottleville) St. Norbert Parish Office of Stewardship/Annual St. Andrew Parish Sts. Teresa and Bridget Parish Society for the Propagation of the St. Francis of Assisi Parish (Oakville) St. Joseph Parish (Farmington) St. Patrick Parish (Wentzville) Catholic Appeal St. Angela Merici Parish SOCIAL SERVICES Faith (Archdiocese of St. Louis) St. Francis of Assisi Parish (Portage St. Joseph Parish (Highland) St. Paul Parish (Berger) (Archdiocese of St. Louis) St. Ann Parish (Clover Bottom) Archbishop Robert J. Carlson Society of St. Vincent De Paul de Sioux) St. Joseph Parish (Imperial) St. Paul Parish (Fenton) St. Ann Parish (Normandy) Adoption Fund St. Louis Community Foundation St. Francis Xavier Parish St. Joseph Parish (Josephville) St. Paul Parish (St. Paul) St. Anne Parish Becket Fund St. Patrick Center St. Gabriel the Archangel Parish St. Joseph Parish (Manchester) St. Peter Parish (Kirkwood) St. Anselm Parish Birthright St. Vincent de Paul Conference of St. St. George Parish St. Joseph Parish (Neier) St. Peter Parish (St. Charles) Matthias the Apostle Catholic Church St. Anthony of Padua Parish Cardinal Glennon Foundation St. Gerald Parish St. Joseph Parish (Tiff) St. Pius V Parish The Crudem Foundation, Inc. St. Anthony Parish (High Ridge) Catholic Charities of Northwest St. Gerard Majella Parish St. Joseph Parish (Zell) St. Raphael the Archangel Parish St. Anthony Parish (Sullivan) Florida Unbound St. Gertrude Parish St. Jude Parish St. Richard Parish St. Augustine Parish Catholic Charities of St. Louis Washington University Catholic St. Gianna Parish St. Justin Martyr Parish St. Rita Parish Student Center St. Barnabas Parish Catholic Church Extension Society St. Ignatius Parish St. Lawrence Parish St. Robert Bellarmine Parish White House Retreat, Inc. St. Bernadette Parish of USA St. James Parish (Catawissa) St. Luke the Evangelist Parish St. Roch Parish St. Bridget of Kildare Parish Catholic Relief Services, Inc. St. James Parish (Crosstown) St. Margaret Mary Alacoque Parish St. Rose of Lima Parish (DeSoto) St. Catherine Laboure Parish EarthDance Organic Farm School St. James Parish (Potosi) St. Margaret of Scotland Parish St. Rose of Lima Parish (Silver Lake)

16 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 17 FUNDS AND OTHER PLANNED GIFTS FUNDS AND OTHER PLANNED GIFTS continued

ENDOWMENT FUNDS Kathleen Ann Gau Memorial Scholarship Endowment Fund Theresa Cova Szwabo Memorial Scholarship Mike and Brenda Dempsey Charitable Fund Al J. Bushman Memorial Scholarship Endowment Fund St. Ann Catholic Church - Clover Bottom Endowment Fund Molly M. and Douglas G. Sansone Donor- Endowment Fund Kathleen McCann & Peter J. Palumbo, Jr. Endowment Fund Trinity Catholic High School Endowment Fund Advised Fund Annual Catholic Appeal Endowment Fund Scholarship Endowment Fund St. Clement of Rome Catholic Church Virginia Celeste Piontek Memorial Scholarship Ross Family Donor-Advised Fund Annunciation Catholic Church Endowment Fund Kathy Hertlein Scholarship Endowment Fund Endowment Fund Endowment Fund Steve and Donna Thielker Charitable Fund Archbishop Robert J. Carlson Endowment Fund Kenrick-Glennon Seminary Endowment Fund St. Dominic High School Scholarship Washington University Catholic Student Center Timothy and Susan Sansone Family Donor- Endowment Fund Endowment Fund Assumption Catholic Church (Mattese) Latin America Apostolate Endowment Fund Advised Fund Endowment Fund Loretta & Linus Glosemeyer Memorial St. Francis Community Services Endowment Fund LONG-TERM FUNDS Tracy Family Fund Endowment Fund St. Francis of Assisi Catholic Church Beyond Sunday Education Endowment Fund Ascension Catholic Church Fund CHARITABLE GIFT ANNUITIES M. Rosalie Fusz Endowment Fund Endowment Fund Cadet Thomas Surdyke Memorial Beckmann Family Fund Anonymous (8) Scholarship Endowment Fund Messengers of Peace Endowment Fund St. Gertrude Catholic Church Endowment Fund Conoyer Family Scholarship Fund Leonard Knobbe Charitable Gift Annuity Catholic Charities of St. Louis Endowment Fund Michael & Carol Wolken Memorial Endowment St. James the Greater Beyond 28 Endowment Fund ICOM Long-Term Fund Mark Hanneke Charitable Gift Annuity Fund to Benefit Adoption & Foster Care St. Louis Archdiocesan Priests’ Doctoral Catholic Youth Apostolate Endowment Fund Robert and Geraldine Lammert Memorial Education Endowment Fund Rev. Harold Voelker Charitable Gift Annuity Christopher J. Grimaud Memorial Scholarship Michael P. McMillan Scholarship Endowment Fund College Scholarship Fund St. Margaret Mary Alacoque Parish Endowment Fund Rev. Msgr. Francis Blood Charitable Gift Annuity Endowment Fund Monsignor James E. Pieper Scholarship Robert and Geraldine Lammert Memorial High Rev. Ronald Rubbelke Charitable Gift Annuity Coach Duane Haddox Memorial Scholarship Endowment Fund St. Margaret Mary Alacoque Parish School School Scholarship Fund Endowment Fund Endowment Fund Monsignor James T. Telthorst - St. Louis Roman Catholic Foundation Fund CHARITABLE REMAINDER TRUSTS Cathedral Concerts Endowment Fund St. Mary Magdalen Catholic Church Donna L. Koelling Memorial Endowment Fund SOAR! Scholarship Fund Anonymous (2) Endowment Fund Edward A. & Kevin G. Koenig Memorial Most Sacred Heart Catholic Parish - Eureka St. Margaret Mary Alacoque Catholic School TESTAMENTARY GIFT INTENTIONS Scholarship Endowment Fund Endowment Fund St. Mary Parish Endowment Fund Tuition Aid Fund (21) Edward J. Auer Memorial Scholarship Our Lady of Lourdes Catholic Church St. Mary’s High School Endowment Fund Endowment Fund Endowment Fund St. Matthias the Apostle Catholic Church DONOR-ADVISED FUNDS Father Bob Lane Scholarship Endowment Fund Our Lady of the Holy Cross Catholic Church Endowment Fund Anonymous (4) Endowment Fund Friends of the Cathedral Basilica Endowment Fund St. Pius X High School Endowment Fund Baranowski Family Charitable Fund Phillip J. and Helen C. Piontek Memorial ICOM Cemetery Endowment Fund St. Robert Bellarmine Catholic Church Con Franey and Stephanie Re Donor-Advised Fund Scholarship Endowment Fund Scholarship Endowment Fund Immaculate Conception Catholic Church Deacon Richard J. & Carolyn M. Vehige Family Pro-Life Endowment Fund Endowment Fund St. Theodore Catholic Parish Endowment Fund Charitable Fund Retired Archdiocesan Priests’ Endowment Fund Immaculate Heart of Mary Catholic Church St. Vincent De Paul Knights of Columbus Footwear Unlimited Donor-Advised Fund Endowment Fund Robert and Geraldine Lammert Memorial Endowment Fund Joan and Joseph Lipic Donor-Advised Fund Endowment Fund Jane T. Sohm Memorial Scholarship Teacher Innovation in Education Endowment Fund Joan and Mark Guyol Family Donor-Advised Fund Endowment Fund Roman Catholic Foundation Endowment Fund The Immacolata Catholic Church Endowment Fund John and Rosemary Gorrell Memorial Fund John and Mary Kluesner Endowment Fund Ruth Reiss Pratte Memorial Scholarship Michael J. Heck Family Charitable Fund

18 | COMMUNITY REPORT 2018 COMMUNITY REPORT 2018 | 19 ROMAN CATHOLIC FOUNDATION

BOARD OF TRUSTEES EX OFFICIO MEMBERS

Dear Friends, Don and Nancy Ross (Co-Chairs) Tim and Susan Sansone Most Reverend Robert J. Carlson Archbishop, Archdiocese of St. Louis It is with pleasure that we report this year’s progress at the Roman Catholic Foundation. Annunziata Parish Immacolata Parish With $36 million in assets under management, the Foundation has grown from a startup Dan and Mary Charles Jim and Karen Shaughnessy Most Reverend Mark S. Rivituso in 2013 to a real presence in local philanthropy today. We are, with your support, St. Peter Parish (Kirkwood) St. Roch Parish Auxiliary Bishop, Archdiocese of St. Louis making a difference. Grant and Tiffany Dino Kevin and Patti Short Nancy J. Werner Incarnate Word Parish St. Roch Parish Chancellor, Archdiocese of St. Louis Beyond Sunday continues to transform parishes, schools and lives. As of December Buzz and Tina Eckelkamp David (Vice President & Treasurer) Mark J. Guyol, (President & Secretary) 2018, the campaign had made a $57.2 million impact on the local Catholic community. St. Francis Borgia Parish and Diane Snively President & CEO, Roman Catholic Foundation The Foundation is also building a culture of planned giving throughout the Archdiocese Incarnate Word Parish MEMBERS EMERITI of St. Louis. With our education efforts, planned giving is becoming a concept that the Niall Gannon Mary, Queen of Peace Parish Michael Walsh faithful understand and are eager to employ in order to sustain our Church. Increased Leonard and Pat Dino Assumption Parish (Mattese) planned giving awareness is clear by the growth the Foundation saw this year in funds Reverend Monsignor Vernon Gardin St. Anselm Parish Immacolata Parish and other planned gifts, growth which will help secure our parishes, schools and Pastor, Matt and Gina Witte Michael and Rita Mooney Ste. Genevieve du Bois Parish ministries long into the future. Steve and Connie Notestine St. Anselm Parish Christ, Prince of Peace Parish Joe and Rosemary Shaughnessy The Foundation serves the Catholic community in ways beyond financial. Hundreds of St. Roch Parish Catholics attended our seminar, The Conversation: A Catholic Perspective on End-of- Life Issues, in 2018 to learn about Church teaching on the topics surrounding the end of life. We are pleased to play a role in providing Catholics with the knowledge they seek. STAFF For another fruitful year, we extend our gratitude to our committed board and mission- Mark J. Guyol, M.B.A. Cindy Johnson driven, hardworking staff. We also thank our supporters, who make the Foundation’s President & CEO Grants Administrator work possible. Our faith community has been blessed, and we look forward to Suann P. Fields, CPA April Y. Esenwah continued partnership in working to pass those blessings on to future generations. Director of Finance & Operations Executive Assistant Michael W. Weisbrod Holly Finnegan Sincerely, Gift Planning Officer Donor Services Manager

Carri L. Brooks, M.A. Andrea Sharp Gift Planning Officer Donor Services Representative

Nancy and Don Ross, Board Co-Chairs | Mark Guyol, President & CEO Tiffany D. Hunt Amelia Gattuso Better Business Bureau Accredited Senior Accountant Donor Services Representative

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The Roman Catholic Foundation of Eastern Missouri is a 501(c)(3) public charity, independent from the Archdiocese of St. Louis.