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Annual Newsletter October 2019 – September 2020 The Catholic Foundation delivers the Spring Grant Cycle check to Pastor Fr. Joe Kim and Parish Administrator Luis Estrada at Saint John Vianney Parish. Inside Donors’ outpouring of generosity makes an impact in response to RESPONDING IN pandemic needs How the Foundation shifted in response to COVID-19 A TIME OF CRISIS Bequest to the Basilica provides FOREVER VALUE We are committed to strengthening our Catholic Our Mission community through fund development and Dear Friends, grantmaking. It is our vision to be a partner in Catholic philanthropy, matching donor intent with unmet needs, and building FOREVER VALUE At the Foundation we connect generous by acquiring and growing endowed funds. families with important need. Never have Through prudent investing of endowments, we seen the power of this connection more administration of donor advised funds, and strongly than in this time of pandemic. education around legacy giving, the Foundation The community needed us, and with our builds long-term support for vital ministries donors, we responded. and organizations in our local community and We have had record-setting grant making beyond. this year, both from endowments and Donor Advised Funds. We were able to make a $5,000 grant to every parish in the Diocese of San Jose and the chancery office for pandemic-related needs. And those grants were in addition to our Spring Grant Cycle in which we were able to meet 93% of the need thanks Gather Grow Give to support from generous donors. We gather donations and We grow the funds in our We grant from the funds This is why we encourage institutions to develop funds for the benefit care through prudent for the benefit of effective develop endowments and families to establish philanthropy funds – for of the community and socially responsible programs and organizations in important support in time of great need. investing our community and beyond There are simple and important ways to join us, through endowments for institutions or areas of interest, Family Endowments and Donor Advised Funds. We also have great tools to assist in legacy planning. $5,000 per Parish When people ask about the changing face of Catholic philanthropy, we Pandemic Relief answer that it’s not changing. This is who we’ve always been. We will Celebrating mass at Saint Julie continue supporting important causes today and creating FOREVER VALUE 93% Billiart Parish in San Jose for the future of our community and beyond. of need met through Spring Cycle We hope you will enjoy the stories – and join us. Jim Cashman Mary Quilici Aumack Board Chair, CEO, The Catholic Community Foundation The Catholic Community Foundation 1 October 2019 – September 2020 Annual Newsletter / Responding in a Time of Crisis 2 Gather 7% 14% ASSETS UNDER MANAGEMENT A gift of FOREVER VALUE for our beloved Cathedral Basilica 27% 2019 21% We often speak about FOREVER VALUE, this Through the years, the couple had many idea that through a donation or bequest to an conversations with the Foundation about endowment you can remain part of an institution their intent to include the Foundation in their and its ministries FOREVER. estate plan, solely in support of the Cathedral Preservation Endowment. Now they are in 61,000,000 30% They called themselves the “Roman Guards of PURPOSE TOTAL heaven, and this beautiful gift from their estate the Cathedral.” This anonymous husband and establishes their legacy and keeps their love and wife – parishioners at the Cathedral Basilica of 2020 Donor Advised Fund $12,000,000 spirit among us. Because of their generosity and Saint Joseph for many decades – were historians important planning, the Foundation will make Education $18,000,000 and docents, with deep affection for this jewel of material annual grants in support of this historic downtown San Jose. Ministry / Includes and holy place FOREVER. $25,000,000 Family Endowments During the Rooted in Faith Capital Campaign Each of us can provide FOREVER VALUE to a 84,000,000 Parish $23,000,000 of the Diocese 15 years ago, one element was parish, school, religious order or ministry as part the upkeep and preservation of the Cathedral. of our legacy. If you’d like to have a conversation Vocations $6,000,000 Numbers as of September 30, 2020 As part of the campaign, this couple made a about it, please contact us. donation along with many others. The Cathedral had among the highest designated giving of Generous Response to Extraordinary Need all elements of the campaign. This generosity created an endowment at the Foundation that “The cathedral is more than just has granted over $1 million since the first grant in the building - it is the center of When our county went into mandatory shelter- 2009. our diocese and truly a jewel in-place on March 16 and we began to see for the city of San Jose. This the first local impacts of the coronavirus, we “While some days the challenges Projects supported by these grants have included knew we needed to act. We reached out to our of addressing the pandemic seem painting the entire exterior, electrical upgrades, cathedral shows the best of what network of supporters and they immediately truly overwhelming, when we and restoring the stained-glass windows. In we, as Catholics, can be for the stepped up with enormous compassion receive support like yours, it really the years since their first donation, the “Roman greater community. It proves to and generosity. Within a week, donors had lifts our spirits.” Guards” continued to give annually. be a beacon for those in need, responded with nearly $30,000 in support of our Greg Kepferle, CEO of Catholic both spiritually and physically.” local Catholic Charities, Diocesan schools, and Charities of Santa Clara County Joyce Denzel, Cathedral Docent local parishes. Donations continued to pour in over the following months. Read more about our response to the coronavirus on page 8. 860,000 raised for COVID response 3 October 2019 – September 2020 Annual Newsletter / Responding in a Time of Crisis 4 Gather Our Funds FIELD OF INTEREST ENDOWMENTS Our Lady of Refuge Parish EDUCATION/SCHOOL DESIGNATED Galetto-Dugoni Charitable Fund Apolonia Andre Fund for Liturgical Music Our Lady Star of the Sea Parish ENDOWMENTS Genovese Family Charitable Fund Sacred Heart of Jesus Parish Hallagan Huston Family Fund Bishop Patrick J. McGrath Endowment for Catholic Education Tuition Assistance Sacred Heart of Saratoga Parish Rev. Saju Joseph Charitable Fund Ministry George Santich Endowment to Benefit St. Justin Saint Anthony Parish Paul Keller and Aga Goodsell Charitable Fund Parish Outreach School Saint Christopher Parish John & Carolyn Lewis Charitable Fund Parish Repair & Refurbishment Holy Spirit School Saint Clare Parish Masleid Family Fund Parish Stewardship Notre Dame Education Fund Saint Elizabeth Parish Irene and Donald McGovern Charitable Fund Pastoral Ministry Training & Formation Sacred Heart Nativity Schools Saint Frances Cabrini Parish Milligan Family Fund Saint Christopher School Saint Francis of Assisi Parish Mark & Bertha Minnihan Fund DESIGNATED ENDOWMENTS Saint Clare School Saint Joseph, Mountain View Parish George and Jill Montanari Charitable Fund Catholic Charities Saint Frances Cabrini School Saint Joseph of Cupertino Parish Mooney Family Fund Catholic Extension Saint Lucy School Saint John Vianney Parish Nicholas G. and JoAnne Moore Family Fund Diaconate Training Saint Lucy School Scholarship Fund “Voices of Saint Julie Billiart Parish David and Alice Mount Family Fund Fund for Vocations and Religious Ministries Gratitude” Saint Julie Billiart Parish Next Generation Lisa and Paul Normandin Charitable Fund Lay Leadership Saint Patrick School Saint Justin Parish James R. O’Brien Charitable Fund Loaves & Fishes Saint Simon Parish Endowment for Tuition Saint Lawrence, the Martyr Parish Andy & Trish O’Donnell Charitable Fund Martha’s Kitchen Assistance Saint Leo the Great Parish Michael and Evelyn Oliver Charitable Fund Saint Joseph the Builder (CCF Unrestricted) Saint Lucy Parish Patrick and Christine O’Malley Donor Fund Seminarian Training Saint Maria Goretti Parish NON-ENDOWED FUNDS The Park Family Fund Social Justice Education Saint Martin of Tours Parish New Parish Acquisition & Construction Ronald G. and Sheryl A. Pelzel Fund Young Adult Ministry Saint Martin, Sunnyvale Parish Richard C. Pfaff Fund Youth Ministry Saint Mary Parish (Gilroy) DONOR ADVISED FUNDS Bryan Polster and Anne Yamamoto Charitable Saint Mary of the Immaculate Conception Parish Anonymous Funds (17) Fund PARISH DESIGNATED ENDOWMENTS Saint Nicholas & Saint William Catholic Parish Ed and Kathy Almazol Charitable Fund Rev. Rick Rodoni Charitable Fund Ann Cretin Endowment for Service to St. Saint Simon Parish Anthony Gift Fund John and Diann Ryan Charitable Fund Catherine Parish Saint Thomas Aquinas Parish Mary & Douglass Aumack Charitable Fund Sabadin Charitable Fund Cathedral Basilica Operations Saint Thomas of Canterbury Parish Bakeis Family Charitable Fund Schall Family Charitable Fund Cathedral Basilica Preservation San Jose Chinese Catholic Mission Baroni Family Charitable Giving Fund C. Schmidek Fund Catholic Community at Stanford Eric & Maria Bellafronto Charitable Fund John A. Sobrato & Susan Sobrato Fund Church of the Transfiguration Thomas J. Biagini Charitable Fund John M. Sobrato Fund Glover Endowment for St. Julie’s Outreach & Ronald & Mary Ellen Cane Family Fund Stone Family Charitable Fund Immersion Lucia F. Carrillo Charitable Fund TODKO Donor Advised Fund Holy Family Parish “When I think of the word Stephen P. Carter Donor Advised Fund Triplett Family Donor Advised Fund Holy Korean Martyrs Parish ‘community,’ I think of people Cashman Family Charitable Fund Votaw Family Fund Holy Spirit Parish who are not only connected in Alice and Stan Chow Charitable Fund Waite Family Charitable Fund Most Holy Trinity Parish some way but who also support Desbieys Family Fund Lisa and Michael Yutrzenka Make a Difference Nachazel (Bill & Louise) Memorial Endowment and care for one another. The Rev. Hao Dinh Charitable Fund Fund for St.
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