“Our Legacy of Faith” 2014 2015 ANNUAL REPORT MESSAGE FROM BISHOP PAUL J. SWAIN Dear Friends in Christ, This past year celebrating the 125th anniver- sary of the Diocese of Sioux Falls offered a rich opportunity to learn about and appreciate the Legacy of Faith established by those who have gone before us on the prairie of eastern Yankton 125th Event September 19, 2014 South Dakota. Guided by the Holy Spirit, clergy, religious and laity developed an active, faith-fi lled Catholic life. Through the ebbs and fl ows of nature, economic conditions and the joys and sorrows of life, faith in Jesus Christ and His Church sustained them. Bishop Paul Swain That their Legacy and the lessons learned are still in evidence welcomed all the today was made abundantly clear by the response to the Catholic attendees at the Community Foundation for Eastern South Dakota’s “Our Legacy Catholic Community of Faith Thanksgiving Celebration”. A goal of 125 new family Foundation’s endowments, while fi tting for the 125th anniversary, seemed “Our Legacy of Faith Thanksgiving daunting. But in the end, more than 150 new endowments were Celebration” to kick off created. The words Faith, Family, Thanksgiving, and Gratitude Aberdeen 125th Event the 125th Anniversary were highlighted in creating these funds which will support our November 21, 2014 LEGACY weekend in Catholic parishes, schools, cemeteries and a host of Catholic August. ministries in the years to come. These new endowments are among the information found in this year’s annual report. Please take time to learn about the good work being done by the generous board of directors, staff and volunteers of the Catholic Community Foundation. My gratitude is extended to all who, with great love and often with sacrifi ce, support the work of the Foundation and this local Church. The call to consider the past, thank God for the moment and look with joy to the future is for all of us. This is what Pope Fran- cis means when he asks each of us to think about our own legacy Marty 125th Event of faith; to contemplate and act on our legacy, particularly as it July 12, 2015 relates to the poor and vulnerable, to our children, our neighbors, and the environment. God bless those who are part of your legacy. And may Joseph, our patron, and Mary, our mother, watch over and guide us. Yours in Christ, Most Reverend Paul J. Swain Bishop of Sioux Falls Woonsocket 125th Event - June 27, 2015 LEGACY Event - August 14-16, 2015 2 - Catholic Community Foundation for Eastern South Dakota | 2014-2015 2014-2015 | Catholic Community Foundation for Eastern South Dakota - 3 LETTER FROM THE CHAIR OF THE BOARD AND PRESIDENT In celebrating our Diocese 125 year • Utilizing Catholic moral and social Legacy of Faith, we are reminded of our screens, the Catholic Community God-given gifts. We are grateful for the Foundation total investment return gift of life and for the gift of the one, was (3.7%) holy, Catholic and apostolic church. We, • Most important, the Catholic the Catholic Community Foundation for Community Foundation distributed Eastern South Dakota, are grateful for $10.5 million this past year to 182 the last 28 years to raise, manage and different charities as determined distribute God’s gifts to donor directed by donors, including specifi c parishes, ministries. We are an independent schools and ministries across eastern Catholic community foundation helping South Dakota and beyond. people in their stewardship of the Legacy The Catholic Community Foundation’s of Faith they have inherited, through investment objectives are committed to Catholic moral and annual, major and estate gifting. social values. In addition, the Catholic Community Foundation Theresa and Pat Mark Conzemius, will not make distributions or grants to charities that are not Wingen of St. Agnes This past summer, the Catholic Community Foundation set a President of the Catholic consistent with the teachings of the Catholic Church. We ensure Parish, Vermillion, goal of establishing 125 new Family Legacy Endowments. We Community Foundation donors legacies forever follow their values and wishes, perpetually addressing “Our Legacy underestimated God’s grace and the generosity of the people thanks Archbishop Robert impacting the ministries they determine. of Faith Thanksgiving of our diocese who surpassed our goal, establishing 152 new Carlson and Bishop Paul Celebration” attendees Swain for their Legacy of Family Legacy Endowments totaling $2,701,500. These funds on August 13, 2015. “One of the great challenges facing the Church in this generation Faith at the Thanksgiving will forever benefi t the ministries of our church as determined by is to foster in all the faithful a sense of personal responsibility Celebration. the donors. I hope you enjoy the stories of some of these donors for the Church’s mission – carrying forward the legacy of the which are told throughout the following pages. past – by being open to the possibilities which the Spirit opens up to us and by communicating the joy of the Gospel, daily and in It is with a deep sense of gratitude to God for his many blessings every season of our life.” (Pope Francis at Philadelphia’s Cathedral that we present this annual report of activities of the Catholic Basilica of SS. Peters and Paul - 9/26/15) Community Foundation for Eastern South Dakota. You will fi nd the fi nancial statements from the Catholic Community We are grateful to all who came before us establishing the 125 Foundation’s annual independent audit by Eide Bailly LLP* for year legacy of faith in our Diocese of Sioux Falls – and for the fi scal year ending June 30, 2015, which includes our stewardship many generous benefactors who have taken “responsibility for of: the Church’s mission – carrying forward the legacy of the past” • 504 permanent named endowments – that are donor through their gifts to the Catholic Community Foundation. determined - to various ministries totaling $48,913,979 (an Gratefully yours in Christ, increase of 152 endowments and $4,762,796) • 307 agency accounts managed for parishes, schools, cemeteries, and other ministries totaling $25,422,354 (an increase of 39 agency accounts and $456,466) Patrick Wingen • 71 charitable gift annuities, with a charitable gift value Chair of the Board totaling $1,310,328 St. Agnes Parish, Vermillion • 17 charitable trusts managed, totaling $5,668,440 The ministry of the Catholic Community Foundation continues to be blessed with: • $91.2 million in total assets (an increase of $7.1 million) * Detailed audit reports available upon request. Mark Conzemius Note: Throughout this report, quotes from Legacy • 7,693 new gifts were received in fi scal year 2015 totaling President Endowment donors are listed as they inspire us all $14,447,715 St. Mary Parish, Sioux Falls to better understand the joy of giving. 4 - Catholic Community Foundation for Eastern South Dakota | 2014-2015 2014-2015 | Catholic Community Foundation for Eastern South Dakota - 5 The Catholic Community DISTRIBUTIONS & Foundation distributed $10,532,368 to 181 different BENEFICIARIES charities as determined by donors. (from July 1, 2014 to June 30, 2015) 125th Legacy of Faith Inspiration Hills Camp - Inwood, IA Aberdeen Roncalli Catholic School Institute for Priestly Formation DISTRIBUTIONS AND GRANTS Adoration Sisters of the Blessed - Omaha, NE For the years ended June 30, 2015 and 2014 Sacrament John Paul II Elementary School - Mitchell Advanced Education Junior Olympics St. Boniface Cemetery - Seneca Description 6/30/2015 6/30/2014 Agnus Dei Communications, Inc. Knights of Columbus Charities St. Dominic Parish - Canton Bishop Dudley Hospitality House $4,287,858 $4,100 (Catholic Radio) Los Cabos Children's Foundation St. Edward Cemetery - Worthing Priest Retirement 1,658,756 322,197 Alpha Center Make A Wish Foundation of South St. Francis House Shelter Archdiocese of St. Louis Dakota St. Henry Cemetery - Henry Catholic Parishes 865,622 437,972 Association of the Miraculous Medal Marian Apostolate St. John University, Collegeville, MN Retreat Center 706,816 489,111 Augustana College Minnesota Public Radio St. Joseph Cathedral School - Sioux Falls Catholic Schools 681,607 1,585,349 Avera Health Foundation Mitchell Technical Institute St. Joseph Catholic Housing Seminarian Education 455,769 388,742 Avera McKennan Foundation Monastery of Our Mother of Mercy St. Joseph Cemetery - Wessington Diocesan Ministry Support* 379,914 129,774 Avera McKennan Free Clinic - Alexandria St. Joseph Parish - Mobridge Newman Centers 209,439 63,317 Avera McKennan Hospice Mother of God Monastery - Watertown St. Joseph the Workman Parish Diocese of Tshumbe 179,900 130,368 Benedictine Sisters Mother's Garden - Cathedral of St. - Huntimer Benedictine Sisters Foundation Joseph St. Katharine Drexel Parish - Sioux Falls Religious Communities 120,747 19,942 Birthright, Inc. Mount Marty College - Yankton St. Lambert Parish - Sioux Falls Religious Education 104,714 54,864 Bishop Dudley Hospitality House National Parkinson Fdn. of SD St. Lambert School - Sioux Falls Cathedral of St. Joseph 80,295 60,918 Boy Scouts Sioux Council National Right to Life Committee St. Lawrence Catholic School - Milbank Catholic Charities 72,194 85,041 Broom Tree Retreat Center & Youth Natural Family Planning St. Leo Cemetery Fund - Tyndall Youth Ministry 49,791 19,372 Camp O'Gorman Foundation St. Mark Parish- Lake Andes Reach Foundation 33,733 17,536 Cathedral of St. Joseph O'Gorman High School - Sioux Falls St. Mary Cemetery - Revillo Native American Ministry 33,725 33,141 Catholic Bishop of Northern Alaska O'Gorman Jr. High - Sioux Falls St. Mary Cemetery - Salem Catholic Chancery One Heart, One Mind Campaign St. Mary Parish - Aberdeen Communications 28,535 39,993 Catholic Extension Society - Yankton St. Mary Parish - Dell Rapids Catholic Family Services 28,362 25,840 Catholic Family Services Our Lady of Guadalupe Parish St.