STEWARDSHIP REPORT11/12 FOUNDATION OF THE ROMAN CATHOLIC D IOCESE OF BUFFALO The Foundation of Your Faith
29684_Stewardship.indd 1 12/12/12 1:34 PM 29684_Stewardship.indd 2 12/12/12 1:34 PM MISSION STATEMENT The Foundation of the Roman Catholic Diocese of Bu alo, NY is a non-pro t entity that acquires, administers, and distributes funds to bene t the educational, religious, and charitable needs of the Catholic Diocese of Bu alo. In partnership with the donor, the Foundation provides responsible and professional nancial management of funds while assisting donors in achieving their charitable and nancial goals. The Foundation protects and enhances this nancial commitment as it seeks to meet the ongoing and long-term nancial needs of the programs and services provided by the Diocese. The Foundation strives to encourage stewardship and philanthropy by providing a legal entity to accept and invest tax-advantaged gifts to be held in trust as a means to build permanent endowments that meet the needs of the Church and communities it serves, now and for all time, in accordance with Gospel values and the teachings of the Roman Catholic Church. The Foundation provides exible and advantageous ways for donors to support the work of the Church, help parishes, schools, and Catholic organizations understand the importance of providing for their long-term nancial needs, provide responsible and cost-e ective nancial management of funds entrusted to us leading to long-term growth of assets, and annually distribute earnings in accordance with the Church’s priorities and the donor’s intent.
PRUDENT PRACTICES The Foundation of the Roman Catholic Diocese of Bu alo funds are managed within the general portfolio of the St. Joseph Investment Fund, Inc. and share in the gains and losses from investment activity. The portfolio provides socially responsible investments, is well diversi ed by asset class, and is managed by several professional independent managers. The Foundation’s Finance/Investment Committee works in collaboration with a larger Investment Advisory Committee, experienced in duciary responsibilities, and meets on a quarterly basis to monitor and assess investment performance. The committee is assisted by an independent investment consultant in evaluating manager performance. The nancial statements of The Foundation of the Roman Catholic Diocese of Bu alo are fully audited by an independent rm and are presented annually to the Foundation’s Audit Committee and full Board of Trustees.
29684_Stewardship.indd 3 12/12/12 1:34 PM Table of Contents
Message from the Bishop ...... Page 1
Message from the Vice-Chair & Executive Director ...... Page 2
Board of Trustees ...... Page 3
Year in Review – Mission Successes ...... Page 4-11
Education & Faith Formation ...... Page 4-5
Christ the King Seminary ...... Page 6-7
Pastoral Life & Ministry ...... Page 8-9
Human Services ...... Page 10-11
Year in Review – Funding Highlights ...... Page 12-13
Making a Di erence Dinner ...... Page 14-15
Students Helping Students ...... Page 16
Financial Statements...... Page 17
Planned Giving Opportunities ...... Page 18
How to Establish an Endowment Fund ...... Page 19
Pelican Society ...... Page 20
Foundation Funds ...... Page 21-23
29684_Stewardship.indd 4 12/18/12 5:22 PM 2011/2012 S TEWARDSHIP R EPORT Message from the Bishop
Dear Friends in Christ,
Since arriving as your Bishop, I have witnessed so many examples of area Catholics living out their faith in Jesus Christ, giving of their time, talents and treasures to further the mission of our Church. Clearly, our diocese is blessed with a strong foundation of support from which the ever-renewed vitality of our faith continues to spring forth.
I am grateful to Bishop Edward U. Kmiec for the countless ways he helped strengthen the Foundation during his tenure in Bu alo. While I present this 2011-2012 Stewardship Report for the Foundation of the Roman Catholic Diocese of Bu alo, it serves as a tribute to Bishop Kmiec with inspiring stories of the faithful made possible this past year under his leadership.
I also o er special thanks to our donors and volunteers, our Foundation trustees and sta . United in the One Body of Christ, we work together to educate, to minister, and to care for one another as Jesus taught us.
I invite you to learn more about the Foundation of Your Faith on the pages that follow. May we all be encouraged and inspired to join in responding to the needs of the people of God in the Diocese of Bu alo.
Sincerely yours in Christ,
Most Reverend Richard J. Malone BISHOP OF BUFFALO Chairman, Board of Trustees And I tell you that you are Peter, and on this rock I will build my church.
MATTHEW 16:18
STEWARDSHIP REPORT 11/12 PAGE 1
29684_Stewardship.indd 5 12/12/12 1:34 PM Message from the Vice-Chair & Executive Director
Dear Friends,
On behalf of the entire Board of Trustees, we are pleased to present the 2011-2012 Stewardship Report for The Foundation of the Roman Catholic Diocese of Bu alo.
The Foundation touches so many areas of Catholic life in Western New York and contributes to the continued success of a wide variety of organizations
Richard Suchan & Jerry Mazurkiewicz and educational institutions in our diocese. In this report, you will read stories of exceptional generosity, deep spirituality and rich faith.
Our donors and supporters made each story possible. For everyone, from management and trustees to employees and support sta , it is an honor and a privilege to serve as the Foundation of Your Faith.
Everyone who hears This past year, despite an economy and region that continues to challenge, we received donations of over $700,000 in total gifts. Such generosity is these words and evidence that the faithful people of our community recognize the importance puts them into of our mission. Their open-hearted kindness helped enable the Foundation’s practice is like a Board of Trustees to distribute nearly $1.5 million in grant funding to numerous parishes, schools, faith-based programs and diocesan organizations. wise man who built his house on the There are so many to thank – of course, our donors, not only for their gifts, but for their continued con dence in our ability to act as stewards; our sta , rock. e winds blew for their hard work and inspiring commitment; all the organizations and and beat against people within the diocese with whom we work and share a Christ-centered that house; yet it devotion to serving others; our trustees, for their wise counsel and thoughtful did not fall, because guidance; and most importantly, to God for His never-ending love. it had its foundation We invite you to learn more about how you can take part in the Foundation’s on the rock. mission to serve in accordance with the gospel values and teachings of the Roman Catholic Church. MATTHEW 7: 24 25
Gerard T. Mazurkiewicz, CPA Vice-Chair Board of Trustees
Richard C. Suchan, CEBS, CWS® Executive Director
29684_Stewardship.indd 6 12/12/12 1:34 PM 2011/2012 Board of Trustees
CHAIRMAN Amy Habib-Rittling, Esq. 2011/2012 Executive Committee Most Reverend Richard J. Malone Partner Most Reverend Richard J. Malone Bishop of Bu alo Lippes, Mathias, Wexler, Friedman LLP Chairman VICE CHAIR John Rumschik Gerard Mazurkiewicz Gerard T. Mazurkiewicz, CPA President Vice-Chair Partner & Director M&T Insurance Agency, Inc. Thomas Beecher Tax Advisory Services Gerald C. Saxe Trustee Dopkins & Company, LLP Vice-Chairman Michael Pratt TRUSTEES M&T Insurance Services Trustee Elizabeth (Betsy) Sullivan Thomas R. Beecher, Jr. Charles J. (Jake) Schneider Trustee Barrantys, LLC Architect/Owner Marsha Joy Sullivan Beverly Ca ery Schneider Design Architects PC Trustee Research Biologist – Retired Rev. Msgr. David S. Slubecky, J.C.L., S.T.L. Rev. Msgr. Paul A. Litwin University at Bu alo Moderator of Curia/Vicar General Ex O cio Laboratory of Neurobiology Elizabeth (Betsy) Sullivan Rev. Msgr. David S. Slubecky James V. Glynn Community Volunteer Ex O cio Chairman of the Board Marsha Joy Sullivan Richard Suchan, CEBS & CWS ® Maid of the Mist Corporation Executive Director Sta Most Rev. Edward D. Grosz, D.D., V.G. Joy Family Foundation Steven Timmel Auxiliary Bishop of Bu alo President Sta Elizabeth N. Kolber, CRPC Nardin Academy First Vice President Nicole R. Tzetzo, Esq. Investments & Wealth Management Advisor Partner Merrill Lynch Jaeckle Fleischmann & Mugel, LLP William J. Lawley, Jr. Dennis C. Walczyk Managing Partner Chief Executive O cer Lawley Insurance Catholic Charities of Bu alo Rev. Msgr. Paul A. Litwin, J.C.L. Laura Zaepfel Chancellor Vice President, Corporate Relations Alfred F. Luhr, III Uniland Development Corporation, Inc. Sr. Vice President STAFF Business Banking Joseph A. Stoeckl, Esq. M&T Bank Legal Counsel Sr. Mary McCarrick, OSF Kennedy, Stoeckl & Martin Diocesan Director Richard C. Suchan, CEBS & CWS® Catholic Charities of Bu alo Executive Director Daniel P. Mecca Steven D. Timmel President Treasurer Abbey Mecca & Company WELCOME TO OUR Larry Montani NEW TRUSTEES Managing Director Beverly Ca ery Niacet Corporation William J. Lawley, Jr. Michael Pratt, CFA Alfred F. Luhr, III Co-Owner John Rumschik Pratt Collard Advisory Partners, LLC Charles J. Schneider Nicole R. Tzetzo, Esq. Laura Zaepfel STEWARDSHIP REPORT 11/12 PAGE 3
29684_Stewardship.indd 7 12/12/12 1:34 PM The Foundation for Many Ministries of Faith
The Foundation serves the Diocese of Bu alo by raising funds, managing assets, and making grants to meet the needs of educational, pastoral, and human service ministries in the diocese. For more than a decade, the Foundation has worked with and for the faithful in the Diocese of Bu alo who continue to give their generous support, even in trying economic times.
The following are just a few examples of how we serve as the Foundation of Your Faith in our diocese.
STEWARDSHIP REPORT 11/12 PAGE X
29684_Stewardship.indd 8 12/12/12 1:34 PM Education & Faith Formation
2011-2012 A LEGACY OF FA I T H Grant Distribution Bishop Kmiec Fund Supports Educational $1,040,497.20 Catholic Education Opportunities for Catholic Elementary Schools and Christ the King Seminary $245,087.56 Catholic Organizational Life & Ministry Bishop Edward U. Kmiec celebrated his Golden Jubilee in October 2011, marking 50 years of service as a priest. The honor was highlighted by a $121,265.00 Human Service/Catholic Charities jubilee Mass held at St. Joseph Cathedral and attended by 12 bishops – some of whom were his contemporaries in Rome – along with fellow priests, $65,265.00 religious women and lay faithful. Priestly, Diaconal & Lay Ministry Formation Knowing he was likely to receive personal Bishop Kmiec also stressed the signi cance
$1,472,114.76 gifts on the occasion of his jubilee, Bishop of Catholic education as an equally Total Kmiec asked people instead to make a important reason for establishing the fund. gift to a fund he established through the “Providing a Catholic education for our Foundation. The Bishop Kmiec Fund is children continues to be a great challenge set up to support two causes: funding to for families, and our diocesan schools are assist the Program of Priestly Formation at working harder than ever to provide more Christ the King Seminary and scholarships opportunities,” he explained. “Throughout And we are built upon to assist families with tuition at Catholic my tenure as bishop, I witnessed the the foundation of the elementary schools. bene ts and exceptional results of our Catholic schools in Western New York apostles and prophets, Bishop Kmiec contributed $10,000 from and the fund is aimed at enabling future Jesus Christ himself being personal gifts he received to add to the students to enjoy the same advantages.” the chief cornerstone. fund, after the faithful in the diocese generously donated approximately $50,000, He noted one goal of the fund is to EPHESIANS 2:20 bringing the total to over $60,000. The fund leverage the monies to gain additional is open to accept additional contributions funding for Catholic school scholarships and the money raised will be divided from partnerships such as the BISON Fund. evenly between the Seminary and Catholic Leveraging such partnerships could result education. However, a donor may designate in partial scholarships being available for a one or the other of the two funds. greater number of students in need.
“During my years as bishop of Bu alo, In establishing the fund, the bishop said he I had the honor and privilege to ordain was also saying thank you to the faithful in 21 men from Christ the King Seminary, the Diocese of Bu alo who supported him who are serving the people of our diocese,” and shared in his ministry. “I am con dent Bishop Kmiec explained. “I established and secure leaving the fund in the hands of the fund to help ensure that we could the wonderful people of the Foundation,” continue to educate and train our he concluded. “It is my hope that the fund seminarians in the future.” can grow and continue to serve the diocese.”
STEWARDSHIP REPORT 11/12 PAGE 5
29684_Stewardship.indd 9 12/17/12 5:06 PM FAITH ON THE AIR Christ the King Seminary Receives Grant from Foundation to Produce Faith Moments Radio Program
Each year, members of the Bishop’s Council of the Laity and members of the Foundation’s Grants Committee collaborate to receive and consider grant requests from various institutions and ministries within the diocese.
This year, the Bishop’s Council of the Laity For non-Catholics, the radio program awards included funding for a unique faith helps explain some of the core beliefs enrichment program created by Christ of the Catholic Church while also giving the King Seminary called “Faith Moments” them a spiritual message that transcends that uses the radio as an instrument of denominations. evangelization. Since the beginning of the “Everyone on the grants review committee year, listeners to WBEN Radio 930 AM and embraced the project and it was universally 107.7 FM have been treated to 60-second endorsed by the Trustees,” said Richard radio spots written to inspire and encourage Suchan, Foundation Executive Director. Catholics and non-Catholics alike with “In just about every meeting I attend, Christ-focused messages. people are singing the praises of the Faith As the designated center for faith formation Moments program.” in the diocese, Christ the King Seminary Faith Moments are recorded by alumni continually promotes what Pope John Paul II or those associated with Christ the King called the “new evangelization,” seeking Seminary, including priests, deacons, ways to spread the gospel and connect women religious and lay ecclesial ministers. with people despite all the distractions The messages are also posted on a in our modern world. dedicated section of the Seminary’s web “Faith Moments o er a great example of site – www.faithmomentsonline.org – the new evangelization as we are trying exposing the program to an even larger to reach people where they are in their audience and allowing listeners to hear busy lives – in the car, on the way to work, the messages again at their convenience. at the breakfast table, or taking the kids to school,” explained Michael Sherry, Executive Go and make disciples of Director of Operations at the Seminary. all the nations, baptizing Faith Moments air Monday, Tuesday and them in the name of the Wednesday each week during morning Father and the Son and drive time on WBEN when the station has its highest listening audience of more than the Holy Spirit.
78,000 adults. For Catholics, the spots may MATTHEW 28:19 inspire them to re-examine their faith or get more involved. Those Catholics who may have fallen away from the Church may hear something that encourages them to come back.
29684_Stewardship.indd 10 12/12/12 1:34 PM Faith Moments offer a great example of the new evangelization as we are trying to reach people where they are in their busy lives – in the car, on the way to work, at the breakfast table, or taking the kids to school.”
MICHAEL SHERRY Executive Director of Operations Christ the King Seminary
Eileen Warner, Director of Pastoral Ministry at St. Gregory the Great Parish and alumna of Christ the King Seminary, served as the Faith Moments spokesperson in October.
STEWARDSHIP REPORT 11/12 PAGE 7
29684_Stewardship.indd 11 12/12/12 1:34 PM Pastoral Life & Ministry
A CULTURE OF FAITH Office of Cultural Diversity Receives Foundation Grant to Send Faithful to National Black Catholic Congress XI
According to the National Black “The National Black Catholic Congress is Catholic to know there are other black Catholic Congress, there are more held every ve years to help attendees Catholics throughout the country who than 3 million Catholics of African learn how to sustain and grow traditionally celebrate their faith much the same as black Catholic parishes and how to bring I do,” she said. “We learned so much descent in the United States. A their unique traditions to other parishes,” including the importance of Catholic 2011 National Black Catholic Survey she explained. “We saw the Congress as an schools within predominantly African estimates there are approximately exceptional opportunity for black Catholics American communities. Our job now 2,500 African American Catholics in our diocese to learn and bring back a is to adapt the pastoral plan of the in the Diocese of Bu alo. renewed excitement to their parishes.” Congress to the Diocese of Bu alo.”
The O ce of Cultural Diversity submitted Milagros Ramos noted that the delegates a proposal to the Foundation and from Bu alo are meeting to compile received a grant of $20,000 to help information and decide what core cover transportation, accommodations elements of the Congress’s pastoral and other costs for more than 30 area plan can be implemented in the Catholics to attend the 4-day Congress diocese. The goal is to submit a report held in Indianapolis, IN. The group to the diocese that will address issues included parish priests, deacons and such as engaging black Catholics in lay people from Bu alo representing evangelization, providing more education parishes such as St. Martin de Porres, about the Catholic faith and promoting Ss. Columba & Brigid and Blessed Trinity. vocations among African Americans. The attendees participated in numerous “The experience of the Congress will help Congress events and seminars where they These numbers demonstrate African us equip African American Catholics to learned about evangelization techniques American Catholics are celebrating minister in our diocese, using their Afro- and ways to bring added vitality to the their Catholic and cultural heritage and centric spirituality and gifts in service African American Catholic community. playing an important role in the New to our Church,” Ms. Ramos concluded. The group is currently developing a Evangelization of the Church. When “The Foundation’s support is a key pastoral plan for the Diocese of Bu alo volunteer members of the African element in planning for the future.” based on the Congress guidelines. American Commission of the O ce of LEFT: Parishioners at Blessed Trinity utilize Cultural Diversity in the Diocese of Bu alo Althea T. Porter, Ph.D., a member of the evangelization techniques from the National expressed an interest in attending the African American Commission in the Black Catholic Congress. 2012 National Black Catholic Congress, Diocese of Bu alo and a parishioner at RIGHT: Althea Porter celebrates the Eucharist with fellow members of her Catholic community. Milagros Ramos, the o ce director, Blessed Trinity Church, attended the turned to the Foundation for help. Congress. “It was a wonderful experience, and very a rming as an African American
29684_Stewardship.indd 12 12/12/12 1:34 PM It was a wonderful experience, and very a rming as an African American Catholic to know there are other black Catholics throughout the country who celebrate their faith much the same as I do.”
ALTHEA T. PORTER, Ph.D. African American Commission
STEWARDSHIPSTEWARDSHIP REPORT 11/12 PAGEPAGE X9
29684_Stewardship.indd 13 12/12/12 1:34 PM Human Services
FAITH WITH A SMILE Foundation Grant Supports Guild of St. Apollonia in Providing Dental Services to the Poor
St. Apollonia may not be as well known as some other Catholic saints, but the good works being done in her name by Catholic dentists in Bu alo will receive more attention thanks to a grant awarded to the Foundation by Fidelis Care.
St. Apollonia, an early Christian martyr from the dentist’s o ce,” Dr. LaNasa who lost all her teeth in a violent explained. “The grant will allow us to o er persecution, is known as the patron transportation vouchers to make it easier saint of dentistry. More than 85 Catholic for patients to attend their appointments.” dentists in the Diocese of Bu alo make In addition to transportation, the funds will up the Guild of St. Apollonia, named for help cover lab fees for dentures and other the saint and guided by her Christian oral prosthetics that may be necessary. example. Members provide free dental Current president of the Guild is Dr. John services to the poor and less fortunate. C. Buscaglia. Msgr. Robert Zapfel, pastor This past year, Fidelis Care – established of St. Leo the Great Church, serves as by diocesan bishops as the New York the group’s spiritual director. Founded State Catholic Health Plan to further in 1930, the Guild estimates that it Catholic healthcare ministry – awarded serves as many as 300 clients in need a $36,000 grant to the Foundation to be each year, at no cost to the patient. used in collaboration with the Guild of St. Dr. LaNasa and his wife, Deena, who erefore Apollonia and Catholic Charities to serve assisted her husband in his practice, have encourage one the dental needs of the poor. Through this dedicated their time and talents to the collaborative e ort, Catholic Charities refers another and Guild of St. Apollonia for decades and see patients in need to member dentists of the it as part of their calling in the Catholic build each other Guild who provide pro bono services, while faith. They also established the Dr. & up, just as in fact the Foundation manages the grant funds. Mrs. Joseph A. LaNasa Fund through the you are doing. According to long-time Guild member, Foundation to o er additional support past president and current treasurer, for speci c requests for equipment 1 THESSALONIANS 5:11 Dr. Joseph LaNasa, the grant will enable and supplies made by the Guild. the Catholic dentists to help even more “In the spirit of Christianity, the dentists people with a wide range of services from of the Guild give people hope by helping extractions and llings to emergency them improve their health and giving them treatment. “The greatest challenge for reason to smile,” Dr. LaNasa concluded. many of these clients is getting to and “It is a very rewarding experience.”
29684_Stewardship.indd 14 12/12/12 1:34 PM 2011/2012 Grants Committee
Elizabeth (Betsy) Sullivan Chairperson Gerard Mazurkiewicz Ex O cio Laurie Brosnahan Beverly Ca ery Christopher Glynn JoAnne Hudecki Larry Montani Amy Habib-Rittling, Esq. Nicholas Tzetzo, Esq. Nicole Tzetzo, Esq. Kellie Ulrich Lisa Wardynski Richard Suchan
STEWARDSHIPSTEWARDSHIP REPORT 11/12 PAGEPAGE X11
29684_Stewardship.indd 15 12/12/12 1:34 PM YEAR IN REVIEW Funding Highlights
A FOUNDATION OF FAITH IN EDUCATION According to Richard C. Suchan, Executive Director of the Foundation, Unique Partnership with BISON Fund the partnership has resulted in a number of distinct bene ts that strengthen Strengthens Catholic Elementary the tuition assistance program and School Affordability will help sustain it into the future. “Our collaboration opens up greater access The Foundation collaborated with the BISON Scholarship Fund this year, the to the high quality of a Catholic elementary school education for more families in our rst of a 3-year formal agreement that aims to increase opportunities for more diocese,” he explained. “But it also helps us area families seeking a Catholic elementary school education for their children. tap into matching funds from outside the The collaboration leveraged the advantages of the former Catholic Elementary Tuition area that give us an immediate lift with Assistance Program (CTAP) previously o ered in our diocese, with the BISON Fund, a additional tuition assistance dollars.” privately-funded program that provides tuition assistance to eligible low-income children. As an example, the partnership is eligible to This past academic year, the Foundation provided a $600,000 grant to the BISON Fund, receive matching funds from the Children’s replacing the CTAP funding for the term of the agreement. The new partnership allows Scholarship Fund based in New York City. for the expansion of the BISON Fund to all Catholic elementary schools within the eight The Children’s Scholarship Fund assists counties of the Diocese of Bu alo. Prior to the agreement, the BISON Fund only programs such as the BISON Fund in assisted children living in the city of Bu alo and its rst ring suburbs.
29684_Stewardship.indd 16 12/12/12 1:34 PM YEAR IN REVIEW Funding Highlights
support of children’s education serve approximately 1610 Catholic school Plans for diocesan e orts to broaden the throughout the country. The Children’s students, with an average per student program include expanding to make Scholarship matches $1 for every $3 award of $928. scholarship funds available for families the BISON Fund raises up to an agreed and students wishing to attend a Catholic Richard Suchan noted the collaboration upon cap. That meant the $600,000 high school in the future. between the diocese and the BISON Foundation grant increased to more Fund helps to simplify administration of than $730,000, enabling the partnership the scholarships and results in additional PICTURED ABOVE: Students at Nativity of Our Lord to serve a larger group of students and School in Orchard Park began using iPads this year e ciencies for the program. to enhance their studies. their families in the Diocese of Bu alo. “The available administrative services from The needs-based tuition aid program is the BISON Fund signi cantly enhance available for Catholic and non-Catholic oversight of the program and ensure we students registered at any Catholic are serving as many students as possible,” elementary school in the diocese. he said. “Moving forward, we hope to Previously, the diocesan CTAP program utilize such services even more and expand served 1,571 students in Catholic opportunities for Catholic education to an elementary schools, with an average even broader student population.” per student award of $374. This past year, the partnership enabled the program to
STEWARDSHIP REPORT 11/12 PAGE 13
29684_Stewardship.indd 17 12/12/12 1:34 PM 2012 MAKING A DIFFERENCE DINNER A Celebration of Catholic Schools
“On a Thursday night, in the dead of winter, the room was bursting at the seams with more than 1,000 guests participating in the Making a Di erence Dinner,” said Jean Comer. “That shows that people in our diocese understand the importance of this cause – giving others the chance for a Catholic school education.”
Jean and her husband, Tom Comer, Rev. Mark J. Wolski, pastor of SS. Peter Jean and Tom Comer have ve children served as the chaircouple for the Making and Paul Parish in Hamburg, and Gerard who have bene tted from a Catholic a Di erence Dinner – A Celebration of and Barbara Mazurkiewicz, long-time school education, including the two Catholic Schools, held in January at the supporters of Catholic education, were youngest who currently attend St. Adams Mark Hotel in Bu alo. The dinner Bishop Medal honorees. The awards were Gregory the Great School in Williamsville. is organized each year by the Foundation presented by Bishop Edward Kmiec at this In addition to St. Greg’s, Jean and Tom of the Roman Catholic Diocese of Bu alo year’s dinner. Patty Page, who had been are also very involved at Nardin Academy with the proceeds going to support tuition teaching at Holy Family School in LeRoy, and St. Joseph’s Collegiate Institute. assistance programs that help families NY for 23 years, received The Sister Lucille They noted that the family’s personal in the diocese who might otherwise Socciarelli/Father John Sturm Making a experience continually strengthens not be able to a ord a Catholic education Di erence Award. The award is given each their faith in Catholic education. for their children. year to a teacher in the Diocese of Bu alo “We are so blessed with the opportunities dedicated to making a di erence in the The success of the dinner continues to our children have had and we have lives of Catholic school students. grow and this year’s standing room only seen rsthand the incredible results of event raised more than $320,000 that goes The keynote speaker was Rev. Joseph M. the Catholic education system in the directly to funding scholarships for Catholic McShane, SJ, president of Fordham Diocese of Bu alo,” concluded Jean. elementary school students. The money University, who spoke on the objectives raised by this year’s dinner will enable and values of a Catholic education. Father the program to increase the number of McShane is a member of the Canisius scholarships to assist a greater number High School Board and past member of of students. the Canisius College Board of Trustees.
29684_Stewardship.indd 18 12/12/12 1:34 PM 2012 Making A Di erence Pratt Collard Advisory Gerald & Maureen Glose Gold Gerald & Maureen Glose Partners, LLC Dinner Sponsors Holy Family School Abbey Mecca & Co. Terry & Jill Greene Mrs. Arthur J. Schaefer Jesuit Community of Mark & Carolyn Barbario Tom & Deirdre Heltz Lead Jake & Katie Schneider St. Michael’s Church Beecher Family Restonic Mattress – Rosemary Henry SS. Peter & Paul Parish & School, Joy Family Foundation Philanthropic Fund Tom & Jean Comer James & Diana Iglewski Hamburg Dr. & Mrs. David F. Mangan Electrical Service & Systems William E. & Ann L. Swan Katie Juhasz St. Bonaventure; Hilbert College; Installation, Inc. Foundation Christopher & Jill Marks Kevin Keenan St. Francis High School; Excelsior Orthopedics Event Darlene Michalak Immaculata Academy Eric & Debbie Koessler Maid of the Mist Corporation Facts Management Mary Murphy & Kevin Minderler Stephen & Kellie Ulrich Carol Kostyniak Platinum Gernatt Family of Companies Nativity of the BVM – Harris Hill Uniland Development Company Paul & Martha Lamparelli The Mazurkiewicz Family Terry & Jill Greene Our Lady of Victory Basilica Cardinal Nancy Langer Lawley W H Greene Foundation Carlos & Kristina J. Flores Parish Pay & Smart Tuition Susan Lankes Our Lady of Mercy & Mark & Mary Ho ann Susan & Paul Santandreu Patrick & Mary Carol Penfold St. Brigid Parishes Bill & Patti Lawley Immediate Care – Paul & Amy Vukelic Queen of Heaven Parish Richard C. & Karen E. Penfold Dr. Edward Cosgrove Jr. Mike & Kirstin Lawley Walsh Du eld TJ & Diane Revelas Petri Baking Products, Inc. Julia M. Cullen Foundation Jody & Mary Lomeo Bishop Paul Sippel and friends Pinto Construction Services, Inc. Elizabeth Kolber Christopher & Jill Marks Blessed John Paul Parish Sisters of St. Francis of the John J. & Elizabeth C. Sullivan NOCO Jerry & Barbara Mazurkiewicz & Southtowns Catholic Neumann Communities Tribute St. Joseph’s Collegiate Institute Ed & Sue Militello Rick & Sue Gilbert SS. Peter & Paul Church and Bu alo Dental Group Trautman Kevin Minderler & Mary Murphy John Hart; Hart & Keenan School of Hamburg Bu alo Truck Center Uncle Bob’s Self Storage Michael & Erika Moore James & Diane Iglewski SS. Peter & P aul School Parents / Canisius High School Brian Attea Chip Mussen Mrs. Ellen Koessler 2012 Making a Di erence Canisius Jesuit Community St. Amelia’s School Marilyn Neil The Paul Koessler Foundation Dinner Committee Catholic Health St. Benedict Parish David & Mary Pietrowski Jody Lomeo & Tony Colucci III Connors & Vilardo St. Gregory the Great School CHAIRCOUPLE Michael & Maureen Pratt SS. Peter & Paul, Hamburg Tom & Jean Comer Dietrich Law Firm St. Gregory the Great Parish Rev. Joseph Rogliano Wittburn Enterprises, Inc./City VICE CHAIRCOUPLES Franchise Technologies, Inc. View Properties, LLP St. Joseph’s Collegiate Institute Rev. Ronald W. Sams, SJ TJ & Diane Revelas Hodgson Russ Diocesan St. Joseph School, Batavia Susan Santandreu Mark & Mary Ho man Pamela R. Jacobs BlueCross BlueShield St. Joseph University Parish Marc & Rebecca Scherrer COMMITTEE Jaeckle Fleischmann & Mugel, LLP Bauer Family Foundation St. Leo the Great Parish & School Jake & Katie Schneider Bill & Julie Baaki Kenneth L. & Katherine G. Koessler David & Kathy Bradley and St. Mark Parish & School Colleen Sellick Family Foundation David & Kristen Bauer David & Kristin Bauer St. Mary of the Angels, Olean Paul & Colleen Seminara Key Bank Bu alo Academy of the Kathy Lawley Best St. Mary’s School, Swormville Paul & Debbie Sippel Sacred Heart KPMG / Merrill Lynch Kane David & Kathy Bradley Colleen & Paul Seminara Richard Suchan Fasanello Group Canisius College John & Theresa Brady The Legend Group John & Betsy Sullivan Mader Construction Co., Inc. Kathleen & David Carlson Susan Burns Travers, Collins & Company Ann Swan M&T Bank Diocese of Bu alo – Chancery David & Kathleen Carlson Trocaire College Stephen & Kellie Ulrich Morris Masonry Restoration LLC Diocese of Bu alo – Department Bill Christ of Education Ulrich Sign Company Paul & Amy Vukelic Niacet Dottie Cosgrove Dommer Construction Univera Healthcare Neil & Alexandra Wehr Personal Touch Food Service, Inc. John & Ruthanne Daly Dopkins & Company, LLP Wegmans Brian & Kim Windschitl Phillips Lytle LLP Tom & Amy Fuchs Ferguson Electric Company Rev. Mark Wolski Dave & Mary Pietrowski Rick & Sue Gilbert First Niagara Bank
STEWARDSHIP REPORT 11/12 PAGE 15
29684_Stewardship.indd 19 12/12/12 1:34 PM STUDENTS HELPING STUDENTS Support for Catholic Education Heats Up at Snow Ball
As if Jean and Tom Comer did not have enough to do as chaircouple for the Making a Di erence Dinner, Jean initiated another fundraising event that involved area Catholic school children. She came up with the idea for the First Annual Snow Ball, a charity dance involving students in grades ve through eight that was held in January and raised more than $13,000 for Catholic school tuition assistance. “I remember driving my children to a charity ball that is held in downtown Bu alo each year and thinking why couldn’t such an event work for Catholic education?” Jean explained. “The idea was to have Catholic school students helping other students in obtaining a Catholic education.” The idea was presented and enthusiastically received by the Diocese of Bu alo and it literally snowballed from there. The event was a completely volunteer e ort with eight di erent area Catholic schools participating, including donations from PTAs to cover initial start up costs. Almost everything was donated for the ball, including invitations, postage, promotional posters, paper products and food.
Ticket sales, at a cost of $25 per ticket, were handled by committee members from each participating school and couples from each school volunteered as chaperones. St. Gregory the Great Parish donated use of its ministry center for the event and volunteers took care of set up and clean up. Students from Catholic high schools such as Saint Joe’s, Canisius, Sacred Heart, Nardin and others volunteered to present Mission Moments at Catholic elementary schools to share stories of families in need and promote the importance of the Snow Ball. The high school students also volunteered to direct tra c, serve food and chaperone at the ball.
More than 500 students took part in the Snow Ball, which was split into two times – one for fth and sixth grade students, and one for seventh and eighth. The success of the event means funds are available to provide tuition assistance for up to 25 more students. Plans are already underway for Snow Ball 2013 and several more Catholic schools have expressed an interest in participating. Fifth through eighth-grade students at Catholic schools gathered for the rst annual Snow Ball to raise funds for “The Holy Spirit was de nitely working to make the Snow Ball possible. There Catholic school tuition assistance. are so many people to thank for its success – the list is so long I would not know where to begin,” concluded Jean Comer.
29684_Stewardship.indd 20 12/17/12 5:13 PM The Foundation of the Roman Catholic Diocese of Bu alo, N.Y., Inc. STATEMENTS OF FINANCIAL POSITION FINANCIAL As of August 31, 2012 and 2011 STATEMENTS
ASSETS 2012 2011
CASH $ 194,268 $ 273,712 2011/2012 ACCOUNTS RECEIVABLE 36,224 143,915 Finance & Investment PLEDGES RECEIVABLE – Net 235,258 294,761 Committee INVESTMENTS – At fair value 21,787,604 21,336,457 Michael Pratt OTHER ASSETS 180,557 158,569 Chairperson TOTAL ASSETS $ 22,433,911 $ 22,207,414 Gerard Mazurkiewicz Ex O cio LIABILITIES AND NET ASSETS James V. Glynn John Rumschik LIABILITIES: Charles Schneider Accounts payable $ 87,675 $ 196,078 Deferred revenue 10,000 – Richard Suchan Grants payable 687,360 660,114 Steven Timmel Catholic Alumni Partnership payable 6,521 23,726
Total liabilities: 791,556 879,918
2011/2012 Audit Committee NET ASSETS: Thomas Beecher Unrestricted 441,249 437,396 Temporarily restricted 10,887,218 10,701,565 Chairperson Permanently restricted 10,313,888 10,188,535 Gerard Mazurkiewicz Total net assets: 21,642,355 21,327,496 Ex O cio Alfred F. Luhr, III TOTAL LIABILITIES AND NET ASSETS $ 22,433,911 $ 22,207,414 Gerald C. Saxe Bruce Evert Charles Mendolera Richard Suchan FINANCIAL ANALYSIS F OR THE YEARS ENDING 1998 2012 Steven Timmel Grant distribution has grown from $169,429 in 2000-2001 to $1,472,114 in 2011-2012.
Fiscal Year Total Assets Total Contributions Total Grants
1997 - 1998 $ 2,530,297.00 $ 5,875.00 $ – 1998 - 1999 3,106,935.00 29,555.00 – 1999 - 2000 4,170,683.00 9,114.00 – 2000 - 2001 4,148,678.00 164,385.00 169,429.00 2001 - 2002 3,981,380.00 195,611.00 104,625.00 2002 - 2003 4,393,743.00 140,219.00 118,947.00 2003 - 2004 9,829,849.00 811,023.00 282,370.00 2004 - 2005 12,961,081.00 621,381.00 237,884.00 2005 - 2006 15,887,925.00 942,971.00 419,905.00 2006 - 2007 13,497,447.00 2,250,882.00 422,213.00 2007 - 2008 15,384,563.00 3,815,143.00 1,437,123.00 2008 - 2009 19,431,596.00 5,332,612.00 1,302,406.00 2009 - 2010 20,337,142.00 1,219,733.00 1,231,202.00 2010 - 2011 22,207,414.00 887,213.00 1,192,872.00 2011 - 2012 22,433,911.00 719,483.00 1,472,114.00
STEWARDSHIP REPORT 11/12 PAGE 17
29684_Stewardship.indd 21 12/12/12 1:35 PM Planned Giving
If you are interested
in more information TYPE OF GIFT FORM OF GIFT BENEFIT TO THE BENEFIT TO YOU about planned DIOCESE OF BUFFALO giving opportunities or establishing an Outright Gift • Cash • Perpetual income • Income tax deduction • Stocks/Securities • Interest income used by • No capital gains tax on endowment or • Real Estate parishes, schools, and appreciated gifts • Insurance organizations in the Diocese scholarship fund, • Vehicle you may contact The Foundation of Bequest • Cash • Bequest will be held in • Possible estate tax the Roman Catholic • Real Estate perpetuity and invested to deduction • Personal Property fund diocesan needs as • Opportunity to make Diocese of Bu alo • Percentage of Estate designated by donor a perpetual gift at 716.847.8370, by • Remainder of Estate • Remainder of Estate email to devo ce@ after other obligations bu alodiocese.org, have been satis ed or visit our website at www.FRCDB.org. Charitable Gift • Cash • Upon the death of the donor • Guaranteed fixed income Annuities • Stocks/Securities or last surviving annuitant, for life You may also use • Real Estate remaining assets bene t • Portion of income is tax-free the Diocese • Income tax deduction the enclosed reply • Reduction of estate taxes envelope to make a gift or request more information. Insurance Policies • Name Foundation as policy • Foundation receives full face • Opportunity to make bene ciary value of policy upon death substantial future gift to • Transfer policy ownership of the donor, or may receive the Diocese at current to the Diocese current surrender value prior manageable costs to donor’s death • Income tax deduction for 2011/2012 the value of the policy when transferred Advancement • Premium payments may be Committee deducted as gifts
Marsha Joy Sullivan • Cash • Foundation receives • Variable or fixed income Chairperson Charitable Remainder Trusts • Stocks/Securities substantial future gift to • Option to defer income Gerard Mazurkiewicz • Real Estate support the work of the • Income tax deduction Ex O cio Diocese and the projects • Reduction of estate taxes named by the donor • No capital gains tax on Beverly Ca ery appreciated gift (or deferral in some instances) Elizabeth Kolber William Lawley, Jr. Charitable Lead Trusts • Cash • Income for duration of trust • At end of trust period, Daniel Mecca • Stocks/Securities helps the Diocese meet human principal returns to donor Laura Zaepfel • Real Estate and spiritual needs that exceed or heirs the capabilities of many parishes, • Principal can pass to others Susan Burns schools and organizations with little or no shrinkage • Tax deduction David Greenman Susan Lankes
James McNamara Retirement Plan/IRA • Name Foundation as • Gift upon death of donor • Opportunity to make David Sampson bene ciary of death bene t a major gift • Estate and income Richard Suchan tax savings
29684_Stewardship.indd 22 12/12/12 1:35 PM LEAVING YOUR LEGACY How to Establish an Endowment Fund
HOW ENDOWMENTS WORK FUND TYPES The Foundation is committed to an investment philosophy rooted in the long-term Endowment Funds growth of the funds entrusted to it. For this reason, the Foundation utilizes a distribution • Undesignated – Funds in which policy geared to providing for long-term growth. Each year, the Foundation sets a the Foundation’s Board of Trustees distribution rate that provides income for the stated purposes of the endowment fund determines which needs will be and also provides for a return to principal. addressed and supported. • Designated – Funds that support a HERE’S AN EXAMPLE: speci c ministry, organization, An endowment fund can be established with a gift of $10,000. or program as identi ed and speci ed Assuming an 8.5% annual rate of return: by the donor. AFTER YEAR ONE: • Scholarship – Funds that provide Beginning 5% Amount Ending annual support to students Balance Distribution Reinvested Balance (grade school, high school, $10,000 $500 $350 $10,350 college/university or seminary) with a speci c set of guidelines (i.e. nancial In twenty years, the amount of the original deposit has almost doubled, need, academic achievement, speci c and a total of over $14,100 has been granted to support missions. course of study, etc.). AFTER TWENTY YEARS:
Beginning 5% Amount Ending Donor Advised Funds Balance Distribution Reinvested Balance Donor Advised Funds allow the donor to $19,224 $961 $672 $19,897 remain involved in on-going charitable giving by recommending to the Board of In thirty years, the value of the fund is over $42,500, and the cumulative annual Trustees how the grant may be directed distributions total approximately $24,800. each year. The donor may wish to involve AFTER THIRTY YEARS: a spouse, children, or other designated Beginning 5% Amount Ending Balance Distribution Reinvested Balance individuals in the giving and creation of a $41,464 $2,073 $1,451 $42,915 permanent legacy. The fund provides the advantages of a private foundation without Continuing this example, after a little more than 60 years, the fund’s value will exceed the accompanying administrative burdens. $100,000. In addition, over $100,000 in cumulative annual distributions will have been made to provide for grant needs. Philanthropic Funds Philanthropic Funds have the intention FUND OPTIONS to distribute all of the fund’s assets to The Foundation of the Roman Catholic Diocese of Bu alo provides donors the charitable bene ciaries in a short time opportunity to establish funds for speci c purposes. These funds provide the exibility (typically to satisfy annual giving). The fund to match donor funding intentions with diocesan priorities or needs. Additionally, o ers convenience, simpli ed tax reporting parishes, schools, diocesan organizations and ministries, families, and family foundations and the ability to support numerous are a orded the opportunity to serve as funding partners through the establishment Catholic philanthropic opportunities of their own funds. throughout the year, frequently through appreciated stock, other highly appreciated assets, or required minimum distributions (for individuals over age 70.5) from IRAs and quali ed retirement plans.
STEWARDSHIP REPORT 11/12 PAGE 19
29684_Stewardship.indd 23 12/12/12 1:35 PM We would like to thank the following for their signi cant donations to the mission of the Foundation during scal year 2011-2012: Rev. Msgr. S. Paul Ayoub Mr. & Mrs. Mark Barberio Rev. Albert Bosack Ms. A. Laura Brosnahan Bu alo Dental Group Canisius High School Canisius Jesuit Community Catholic Health Mr. & Mrs. Thomas Comer Jr. Connors & Vilardo, LLP Dietrich Law Firm P.C. Mr. Robert W. Dietrich Estate of Elizabeth A. Keenan Mr. Michael P. Falcone Fidelis Care New York First Niagara Bank First Niagara Bank Foundation Mr. & Mrs. Carlos Flores Mr. & Mrs. Stephen R. Foley Franchise Technologies, Inc. Rev. David G. Gri n P E L IC A N S O C I E T Y Mr. William C. Grotke Mrs. Amy J. Habib LHS Mr. & Mrs. John K. Hart Leaving their Legacy. Stability for the Future. Hilbert College Mr. & Mrs. James Iglewski The Foundation of the Roman Catholic Diocese of Bu alo is pleased to Jaeckle, Fleischmann & Mugel, LLP recognize the members of the Pelican Society, its legacy gift society. Mr. & Mrs. Stephen G. Juhasz Kenneth L. and Katherine G. Koessler Family Foundation, Inc The goals of the Pelican Society are to honor those who have included gifts to the Foundation KeyBank through their estate plans such as a bequest, a deferred gift such as life insurance, a gift Most Reverend Edward U. Kmiec D.D., S.T.L. annuity, or similar arrangement. Legacy gifts play an integral part in the Foundation’s ability Miss Elizabeth Kolber Lawley to sustain and broaden its support for the various ministries and institutions of the Diocese Mader Construction Company, Inc. of Bu alo. We hope you will consider becoming a member. For more information, please Maid of the Mist Corporation contact Richard C. Suchan, Executive Director, at 716.847.8370 or rsuchan@bu alodiocese.org. Mark IV Industries, Inc. Mr. & Mrs. Gerard Mazurkiewicz Mr. & Mrs. Larry Montani PELICAN SOCIETY MEMBERS DECEASED PELICAN SOCIETY MEMBERS Morris Masonry Restoration Rev. Msgr. S. Paul Ayoub Rev. Msgr. Anthony J. Jasinski Rev. Gary J. Bagley Rev. Henry V. Lex Msgr. Richard S. Amico Memorial Charitable Trust Dr. Charles A. Bauda Mrs. Frances M. Jewell Francelia Bennett Clairose Magee Niacet Corporation, Inc. Mr. John K. Bee Mary Jane Kersten Joan K. Bouma Robert P. Masterson Mr. Patrick O’Leary Rev. Msgr. Paul J. Belzer Rosemary Kersten Patricia Colby Catherine McGowan Mr. & Mrs. Richard Penfold Rev. Albert J. Bosack Helen Kowalski Rev. Msgr. John J. Conni Rev. James McGrath Personal Touch Food Service Inc. Susan Brock Rev. Ronald B. Mierzwa Joseph P. Cottrell Emma Mecor Petri Baking Products, Inc. Rev. Msgr. Anthony J. Caligiuri Sharon Neuner Bernard W. Daigler Rev. Msgr. Richard T. Nugent Phillips Lytle LLP Frank L. Ciminelli Rev. Daniel J. Palys Nicholas E. DePalmo Rev. Salvatore J. Piazza Mr. & Mrs. David Pietrowski Mr. J. T. Cipollini Robert K. Platek Hazel A. Eller John A. Pietrowski Pinto Heavy Construction Services, Inc. Eleanor C. Daigler Rev. Msgr. Frank Skupien Rev. James Flynn Gerard E. Quinn Pratt Collard Advisory Partners LLC Robert W. Dietrich Judith M. Striegel Rev. Msgr. William Rev. Msgr. Robert C. Schwab Mr. & Mrs. Michael Pratt Maureen English Richard L. Uschold Frankenhauser, S.J. Rev. Msgr. William A. Schwinger Dr. Richard R. Romanowski Michael P. Falcone Rev. Msgr. James E. Wall Rev. Msgr. John R. Gabalski Rev. James E. Staebell Mr. & Mrs. Paul Santandreu Joyce E. Fink Rev. Thomas J. Wopperer Rev. Msgr. Henry J. Gugino Rev. Msgr. William J. Stillwell Mrs. Elizabeth Schaefer Carolyn H. Frank Rev. Msgr. Michael J. Yunk Rev. Msgr. Leo E. Hammerl Rev. Msgr. Julius J. Szabo Mr. & Mrs. Charles Schneider Judy and William Gray Eugene J. Hanavan Rev. Louis A Vallone Sisters of St. Francis of the Most Rev. Edward D. Head Thomas Greene Joanne Wassman Neumann Communities Sarah P. Hughes Rev. David G. Gri n Jean A. Wasus Snow Ball Fund Frank Keane Mr. William C. Grotke Henry M. Wieszczecinski The William E. & Ann L. Swan Foundation Elizabeth A. Keenan Robert Hansman Irving R. Zeman Mrs. Ann L. Swan Miss Hope M. Hastings Edward V. Kelly Rev. Msgr. Emil P. Zupa Mr. & Mrs. Joseph S. Testa William E. Leising Try-It Distributing Co., Inc. Mr. & Mrs. Stephen Ulrich In medieval Europe, the mother Pelican was thought to be particularly attentive to her young, to the point of Uniland Development Corporation wounding herself with her beak to feed her brood during times of famine. As a result, the self-sacri cial aspect of Mr. & Mrs. Peter A. Vogt the pelican became a symbol of charity and parental devotion as well as the Passion of Jesus and of the Eucharist. Walsh Du eld Companies, Inc A reference to this mythical characteristic is contained in St. Thomas Aquinas’ hymn, “Adoro te devote” or “Humbly Mr. & Mrs. Edward Walsh Jr. We Adore Thee,” where in the penultimate verse, Aquinas describes Christ as the “loving divine pelican.”
29684_Stewardship.indd 24 12/17/12 5:29 PM Foundation Funds
CATHOLIC Virginia Boardway The Franklin John & Janet Grupp The St. John the EDUCATION Scholarship Fund & Dolores Downing Scholarship Fund Baptist – Bouma Family Established to provide Endowment Fund Provides scholarship Endowment Fund Catholic Education scholarships for students Established to provide support to students from Established to provide Endowment Fund attending St. Aloysius support for disadvantaged kindergarten through tuition assistance for children Established to provide for Regional School in students to attend 8th grade enrolled at from St. John the Baptist current and future needs Springville, NY. Catholic schools. St. John the Baptist Parish, Kenmore, NY enrolled of Catholic education in School, Kenmore, NY. in St. John the Baptist School; the Diocese of Bu alo. St. Bonaventure The Dubnicki tuition assistance for children Trust Fund Scholarship Fund – Guardian Angels The Frederick & Judith from St. John the Baptist Established to support St. Hyacinth Parish Scholarship Fund Attea Endowment Fund Parish enrolled in other Catholic education needs of Established to support Established to provide Established to provide Catholic elementary schools Blessed John XXIII Parish. Catholic education at current year award to support for the Catholic and in Catholic secondary St. Hyacinth Parish. support Catholic education. education needs of the Catholic Academy schools; and nancial Diocese of Bu alo. of West Bu alo Rev. William E. The Amy J. & Halim A. assistance for the religious Msgr. Paul Juenker Frankhauser S.J. Habib Endowment Fund education, youth education St. Aloysius Regional Scholarship Fund Scholarship Fund Established to provide and adult education School Endowment Fund Established to provide Established to provide support for the Catholic programs of St. John the Provides funding for nancial assistance to annual scholarships to education needs of the Baptist Parish. tuition assistance, students attending the City of Bu alo students Diocese of Bu alo. academic programs, faculty The Bishop Edward U. Catholic Academy of West who nurture their faith and development and capital Rev. Msgr. Leo E. Hammerl Kmiec Scholarship Fund Bu alo, in honor of Msgr. demonstrate economic improvements for St. Scholarship Fund Established in honor of Paul R. Juenker. need to attend any Catholic Aloysius Regional School Established to provide Bishop Kmiec’s 25th elementary school. in Springville, NY. CFPA needs-based nancial anniversary of ordination as Established to provide Michael & Helen Gacek assistance to a teen who Bishop to provide Catholic St. Barbara Church, support for Nativity of Outstanding Catholic actively practices their education for students in Lackawanna, NY Our Lord School, Student Scholarship faith at Our Lady of Peace, need in the Diocese Endowment Fund for Orchard Park, NY. Award Fund Clarence and who attends of Bu alo. St. Francis HS Established to provide a a Catholic high school within Established to provide The Daigler Family John W. & Mary M. Koessler scholarship to a student the Diocese of Bu alo. an annual need-based Scholarship Fund Scholarship Fund at Bu alo State College scholarship to a student Established to assist The Bishop Edward D. Funds are used to support selected through the who shows potential to underserved students Head Catholic Education students from Our Lady of Newman Center. bene t from an education attending Catholic Endowment Fund Perpetual Help Parish to at St. Francis High School. schools and assist in the Gernatt Family Established in memory attend Southtowns Catholic educational e orts of the Endowment Fund of Bishop Head to provide Regional School. St. Barbara Church, Diocese of Bu alo. Established to provide tuition assistance for Lackawanna, NY Elizabeth N. Kolber for the Catholic education students attending Catholic Endowment Fund for Jean Daley Memorial Endowment Fund needs of St. Joseph Church, high schools in the Diocese Immaculata Academy Scholarship Fund Established to support the Gowanda, NY. of Bu alo. Established to provide Established to support education needs of the an annual need-based Catholic education at James V. & Mary G. Glynn The Bobbie Higgins Diocese of Bu alo. scholarship to a student St. John the Baptist School Endowment Fund Caregiver Fund The Msgr. Gerald J. who shows potential to in Kenmore, NY. Established to serve Established to provide Kreuzer Memorial bene t from an education the Catholic education annual support for Catholic Christopher DeSanto Endowment Fund at Immaculata Academy. needs of the poor and elementary schools through Memorial Education Fund Fund assists underserved underserved in the City a collaborative program with Francelia Bennett Established to provide students attending Catholic of Niagara Falls, NY. the Bu alo Zoo. Tuition Assistance Fund need-based tuition schools and the educational Established from a bequest scholarships to students William C. Grotke/ Holy Family School Fund e orts of the Diocese to the Diocese of Bu alo. attending a Catholic Pearl Held Catholic School Established to provide of Bu alo. Provides funding for elementary school within Scholarship Fund support for the general Frank & Catherine Laski Catholic education. the Diocese of Bu alo. Established to provide needs of Holy Family School. Endowment Fund tuition assistance for a Established to provide student at St. Mark School, scholarships to Bu alo, NY. disadvantaged students to attend St. John the Baptist School, Kenmore, NY.
STEWARDSHIP REPORT 11/12 PAGE 21
29684_Stewardship.indd 25 12/12/12 1:35 PM Foundation Funds
St. Leo the Great St. John Neumann Timothy J. Russert The Rev. Msgr. William J. Grant Trust Education Fund Scholarship Fund Making A Di erence Francis Weldgen Established to provide for the Established to provide Established to provide Endowment Fund Scholarship Fund training of nursing students. scholarships to scholarships for students Established in honor of Established to provide Gugino Family Fund disadvantaged students attending SS. Peter & Paul, Tim Russert to support support and/or tuition Established to address to attend St. Leo the Great Williamsville, NY. the annual Sr. Lucille assistance to students the needs of children who School, Amherst, NY. Socciarelli – Fr. John Sturm attending St. Christopher Notre Dame High are 16 years of age or older, Making a Di erence Award School, Tonawanda, NY. Steve and Ollie School Endowment Fund in memory of Joseph, to a Catholic educator and to Macora Scholarship Fund Established to support The Rev. Msgr. Rupert Mary, Paula and Rev. Msgr. support tuition assistance to Established to provide the needs of Notre Dame Wright Scholarship Fund Henry J. Gugino. Catholic elementary schools needs-based scholarship(s) High School, Batavia, NY. Established to support the in the Diocese of Bu alo. Eugene H. Kowalski for students of St. Stephen’s Catholic education needs of The Betty Ann Platek Memorial Fund School, Grand Island, NY. Saldanha Family St. Gregory the Great School, Memorial Education Fund Established to support the Scholarship Fund Williamsville, NY. Mary Masterson Fund established in memory work of Catholic Charities Established to assist in the Memorial of Betty Ann Platek to Rev. Msgr. Emil Zupa through its Annual Appeal. Catholic education e orts of Scholarship Fund provide scholarships to Scholarship Fund the Diocese of Bu alo. Dr. & Mrs. Joseph A. Established to support students of Our Lady of Black Established within the Holy LaNasa Fund the education needs of Rock Elementary School. The Mary Attea Spahn Family Parish of LeRoy, NY Established to support Catholic college students & Joseph H. Spahn to provide scholarships The Mary B. & Larry speci c requests made at Blessed Sacrament Scholarship Fund to students attending A. Montani Family by the Apollonia Guild in Church, Bu alo, NY. Established to encourage Catholic schools. Endowment Fund the provision of dental students of Immaculate Christopher Established to provide services to needy individuals Conception School in East Mazurkiewicz support for Catholic throughout Western Aurora, NY to both read and HUMAN SERVICE Education education in the City of New York. write poetry. Scholarship Fund Niagara Falls, NY. Brothers of Mercy Elvira E. Laser Memorial Established to William E. Swan Memorial Endowment Fund Lindsay A. Rebmann Fund for Battered support the Catholic Scholarship Fund Established to provide Scholarship Fund Women & Children education needs of the Established to provide support for the Brothers of Established to provide an Established to provide Diocese of Bu alo. support for disadvantaged Mercy Rehabilitation Facility annual scholarship awarded support for Catholic Charities students to attend in Clarence, NY. Gerard & Barbara to a high school senior who Domestic Violence programs. Catholic schools. Mazurkiewicz is an active parishioner of Catholic Charities Fannie S. Mastin Fund Scholarship Fund St. Joseph, Gowanda, NY. William E. Swan Memorial Endowment Fund Provides support for the Established to provide Endowment Fund Established to provide The Douglas C. Reif needs of individuals of scholarships for students Established to provide for the current and future Catholic Education Fund Genesee County through attending Catholic support for elementary needs of Catholic Charities Provides tuition scholarships Catholic Charities of schools in the inner city and secondary Catholic of Bu alo, NY. for needy and deserving Bu alo, NY. of Bu alo, NY. education for disadvantaged students of Our Lady of Black Charitable Fund of students from the Black Vincent E. (Vinny) Rose McKeating Rock Elementary School, Genesee County Rock & “Fruit Belt” areas of Quagliana Fund Scholarship Fund Bu alo, NY. Established to provide for Bu alo, NY. Established to support Established in memory the needs of disadvantaged Edward & Jennie the “at-risk youth” services of Rose McKeating to Chester J. & Diane M. families in Genesee County. Repka Memorial of Catholic Charities of provide for the Catholic Walczyk Scholarship Fund Scholarship Fund Michael Falcone Bu alo, NY. education needs of the Established to provide for Established to provide tuition Philanthropic Fund Diocese of Bu alo, NY. the needs of Catholic The Dr. Richard R. & assistance to students of Established to support elementary schools. Theresa Romanowski Richard & Marilyn Neil Annunciation School, Elma, NY. Catholic religious orders, Pro Vita Endowment Fund Endowment Fund orphanages and Native Established to provide Established to support the American Catholic charities. support for various Catholic education needs of The Dick & Jude Glose projects and initiatives the Diocese of Bu alo. Charitable Fund which defend the sanctity Established to support the of life in the womb. work of Catholic Charities through its Annual Appeal.
29684_Stewardship.indd 26 12/12/12 1:35 PM Waligora Fund The Gabalski Family St. Charles Borromeo The Gabalski Family St. Mary R.C. Church Established to support the Endowment Fund in R.C. Church Endowment Fund in Endowment Fund services of Catholic Charities Memory of Rev. Endowment Fund Memory of Rev. Msgr Established to provide of Bu alo, NY. Msgr. John R. Gabalski Established to fund a stipend John R. Gabalski support for major capital Established in support of or salary of a Youth Minister Established to provide projects and outreach David & Anna Williams Orchard Lake Schools, or Ministers that will serve nancial support for the initiatives of St. Mary R.C. Charitable Fund Orchard Lake, Michigan. in the parish communities Felician Order of the Church, Arcade, NY. Established to support the of the LaSalle region of Bu alo Province. work of Catholic Charities The Jean A. Wasus/Mr. & The Our Lady of the Niagara Falls, NY. through its Annual Appeal. Mrs. Cli ord M. Hughes German R.C. Orphan Home Blessed Sacrament Scholarship Fund St. Columban Center Established to support the Philanthropic Fund Established to provide Endowment Fund ministerial priorities of the Established to support PRIESTLY, DIACONAL support for the priestly Established to support and Diocese of Bu alo. school athletic programs AND LAY MINISTRY and ministerial formation assist the St. Columban at Our Lady of the Blessed The Gliosca Family FORMATION programs of Christ Center in its mission by Sacrament, Depew, NY. Endowment Fund the King Seminary, providing funding for Christ the King Established to provide The Anthony and East Aurora, NY. program support, operating Endowment Fund support for Our Lady of Janice Ogorek costs, special projects or Established to provide The Bishop Edward U. Victory Homes of Charity, Philanthropic Fund capital improvements. support for the priestly Kmiec Christ the King Father Baker Home for Boys, Established to provide and ministerial formation Endowment Fund Rev. Msgr. John J. and the Diocese of Bu alo. support for various diocesan programs of Christ the King Established to provide Conni Memorial organizations and initiatives. Holy Cross Parish Seminary, East Aurora, NY. operational support for Endowment Fund Endowment Fund Charles & Elinor O’Leary Christ the King Seminary. Established in memory of Amico, Arena and Established to provide Family Fund Rev. Msgr. John J. Conni to Ervolina Families The Joseph H. & Mary A. support for the needs Established by the family support parish ministry in Endowment Fund Spahn Scholarship Fund of Holy Cross Parish in to provide support for the Diocese of Bu alo. Established to provide Established to provide West Bu alo. local charities and support for the priestly scholarships for men and The Joseph and diocesan e orts. St. Hyacinth Church, and ministerial formation women with nancial need Mary Cottrell Lackawanna John P. O’Rourke programs of Christ the King to attend Christ the King Endowment Fund Endowment Fund Foundation Trust Seminary, East Aurora, NY. Seminary, East Aurora, NY. Established to provide Established for the support Established to support support for various St. Barbara Church, of the Felician Sisters the ministerial priorities of educational and ministry Lackawanna, NY CSSF of Bu alo, NY. the Diocese of Bu alo. CATHOLIC initiatives of the Diocese Endowment Fund ORGANIZATIONAL of Bu alo. St. Joseph Cathedral Rev. Henry A. Orsulak Established to provide LIFE & MINISTRY Endowment Fund Philanthropic Fund support for Christ the King Sisters of St. Francis Established to provide Established to provide Seminary and its mission of Bishop’s Council of the Endowment Fund support for facility support for the various education and formation of Laity Philanthropic Fund Established to provide preservation, enhancement institutions within the priests to serve the Diocese Established to provide support for the Sisters of of sacred music and general Diocese of Bu alo. of Bu alo. support for various Catholic St. Francis Convent in operations of the Cathedral initiatives in the Diocese Williamsville, NY. Paslaqua Family Fund The Carolyn H. Frank parish community. of Bu alo. Established to support the Endowment Fund FRCDB Philanthropic Fund Clairose F. Magee Fund general ministry needs of Established to provide Board of Trustees Fund Established to support the Established to provide the Diocese of Bu alo. support of seminarians Established to support the ministry priorities of the support for the needs who are from third world ministry priorities of the Diocese of Bu alo. Joseph S. & Mary Ann of St. Mark’s Parish of countries and who are Diocese of Bu alo. Testa Philanthropic Fund North Bu alo. committed to working in Established by the family third world countries. to provide support for local charities and diocesan e orts.
STEWARDSHIP REPORT 11/12 PAGE 23
29684_Stewardship.indd 27 12/12/12 1:35 PM The Foundation of Your Faith The Foundation is here to assist you
in identifying and fulfilling your philanthropic
goals and legacy aspirations.
www.FRCDB.org
THE FOUNDAT ION OF T HE ROMAN CAT HOLIC D IOC ESE OF BUFFALO 795 MAIN STREET | BUFFALO, NY 14203 | 716.847.8370 | E MAIL: DEVOFFICE BUFFALODIOCESE.ORG
PHOTOGRAPHY: TOM WOLF IMAGING DESIGN/LAYOUT: ABBEY MECCA & COMPANY
29684_Stewardship.indd 28 12/12/12 1:35 PM