2013 Membership/Annual Report Table of Contents INTRODUCTION ................................................................... 1 Message from our Executive Director ......................... 2 Board of Directors......................................................... 3 Committee Members .................................................... 4 Membership .................................................................. 5 GIFTS ................................................................................ 10 Donors ........................................................................ 10 TRUST BALANCES ............................................................ 12 GRANTS ............................................................................ 16 TRUST ............................................................................... 17 ASSETS / LIABILITIES ...................................................... 18 STATEMENTS OF ACTIVITIES ........................................... 19 Page 2 The Catholic Foundation From the Executive Director Dear Friends of The Catholic Foundation, e are so pleased to present the July 2012 – June 2013 annual report for your review. W For the past forty years, we have seen tremendous growth in The Foundation. Cur- rently we manage 345 trusts, 40 insurance policies, 3 Charitable Gift Annuities and $18 million in assets. First, we would like to thank all those who have supported The Foun- dation this year by donating to an existing trust, beginning a trust, memorial and honorary gifts, and annual membership. We would also like to thank our Board of Directors as well as those who have served on our committees for giving their time, talent and expertise to help the Foundation grow. We would like to say thank you to our Director, Bishop Joseph Latino and our Presi- dent, Chuck Adams. Bishop Latino is retiring after 10 years and Chuck Adams is stepping down as President after 21 years. With their leadership, we have grown our assets from $2 million to $17 million. We have increased our trusts from 108 to 345. We have also seen our annual membership grow to over 700 members each year. We truly appreciate all of their efforts and leadership through the years. We would also like to give a warm welcome to our new President, Joe Rice. Joe has been in the investment business for the past 29 years. He currently is the Managing Director of Investments at Raymond James. Joe has been a member of the Board of Directors since 1991. He has served on the Investment, Nominating, and Member- ship Committees. Joe and his wife Madelyn have helped to establish three trusts with The Foundation and they are Lifetime members. Actually, it was at Joe’s family kitchen table with his parents, uncle and Bishop Brunini that talk of starting a Catholic Foundation for our diocese began. Forty years later, we are so excited that Joe has agreed to take on the leadership role and continue the legacy of The Foundation. As you review the annual report, you will see the commitment of our leaders and our dedication and com- mitment to preserving and growing the assets entrusted to The Foundation. Our goal is to remain focused on the growth of the trust funds, to the individuals who started these funds, as well as to the beneficiaries who rely on the distributions each year. The Foundation staff and Board of Directors are grateful for the support you have given to us this year. We are always here if you have questions on membership or getting a trust fund started. We look forward to hearing from you. Warmest Regards, Rebecca Harris Executive Director The Catholic Foundation Page 3 Board of Directors 7-1-12 to 6-30-13 OFFICERS OF THE FOUNDATION Bishop Joseph Latino Director Charles Adams, Jr. President Michael Dowell Vice President Joe Rice, Jr. Vice President A. J. Stone, Jr. Vice President Charles Campbell, III Treasurer Diane Pumphrey Secretary Most Reverend Joseph Latino ...................... Jackson Harrison Hart .................................................. Madison Charles Adams, Jr. ................................ New Orleans Ewin Henson, III ......................................... Greenwood John Bellan, Jr. ............................................... Jackson Most Reverend William Houck ....................... Jackson Marc Biggers .............................................. Greenwood Karen Hulett .................................................... Madison Patrick Biglane ................................................. Natchez Rev. Thomas Lalor ........................................ Vicksburg Luke Billman .................................................. Brandon Lewis Mallory, Jr. ........................................... Starkville William Brown ................................................ Madison Jim McCraw .................................................... Jackson Sara Burrow .................................................... Madison Stephen McDonald, II .................................... Natchez Deacon Lawrence Campbell ...................... Southaven Griffin Norquist, Jr. ...................................... Yazoo City Charles Campbell, III ........................................... Flora Sr. Paulinus Oakes, RSM .............................. Jackson Joan Cleary ........................................................ Oxford Emil Pawlik ..................................................... Jackson Chris Correro ................................................... Madison Diane Pumphrey ............................................ Madison Rev. Francis Cosgrove ................................... Meridian Lisa Ratzlaff ..................................................... Madison Joseph Danek ...................................................... Sarah Joe Rice, Jr. .................................................. Ridgeland Aad de Lange .................................................. Madison George Sherman ........................................... Starkville Rev. Thomas Delaney ......................... Crystal Springs Dr. Clinton Smith ........................................... Jackson Michael Dowell ........................................... Ridgeland Michael Smith ......................................... Brookhaven George Evans ................................................. Madison A. J. Stone, Jr. ................................................. Jackson Keith Fulcher ................................................ Cleveland Rev. Msgr. Elvin Sunds, Jr. ............................. Jackson John Geary ...................................................... Jackson Katie Walley ................................................... Brandon Karen Gordon ................................................. Madison Timothy Walsh ................................................... Oxford Armand Guizerix, III ...................................... Vicksburg Dr. David Wender ........................................... Jackson Julie Harkins ........................................................ Flora Lee White, II ...................................................... Natchez Barbara Harkins-Jones ................................... Jackson Mary Grace Yarborough ................................. Jackson Michele Harris .................................................. Flowood Page 4 The Catholic Foundation Committee Members 7-1-12 to 6-30-13 Executive Nominating Bishop Joseph Latino, Jackson Bishop Joseph Latino, Jackson Charles Adams, Jr., New Orleans President Keith Fulcher, Cleveland Chairperson John Bellan, Jr., Jackson Joan Cleary, Oxford Luke Billman, Brandon Rebecca Harris, Flowood Staff Charles Campbell, III, Flora Treasurer Joe Rice, Jr., Ridgeland Chris Correro, Madison Rev. Msgr. Elvin Sunds, Jr., Jackson Staff Aad de Lange, Madison Staff Michael Dowell, Ridgeland Vice President Grant Allocation George Evans, Madison Bishop Joseph Latino, Jackson Keith Fulcher, Jackson Charles Adams, Jr., New Orleans Chairperson John Geary, Jackson Emeritus William Brown, Madison Armand Guizerix, III, Vicksburg Aad de Lange, Madison Staff Michele Harris, Flowood Michael Dowell, Ridgeland Rebecca Harris, Flowood Staff Rebecca Harris, Flowood Staff Harrison Hart, Madison Barbara Harkins-Jones, Jackson Diane Pumphrey, Jackson Secretary Michele Harris, Flowood Joe Rice, Jr., Ridgeland Vice President Sr. Paulinus Oakes, Jackson Michael Smith, Brookhaven Rev. Msgr. Elvin Sunds, Jr., Jackson Staff A. J. Stone, Jr., Jackson Vice President Maggie Wender, Jackson Rev. Msgr. Elvin Sunds, Jr., Jackson Staff Mary Grace Yarborough, Jackson Investment Annual Social Bishop Joseph Latino, Jackson Sara Burrow, Madison Chairperson A. J. Stone, Jr., Jackson Chairperson Karen Gordon, Madison Charles Adams, Jr., New Orleans Chris Correro, Madison Golf Tournament Michael Dowell, Ridgeland Stephen Carmody, Jackson Chairperson John Geary, Jackson Emeritus Cathy Eaves, Jackson Staff Joe Rice, Jr., Ridgeland John Files, Clinton Rebecca Harris, Flowood Staff Membership Pam McFarland, Clinton Staff Keith Fulcher, Cleveland Chairperson Lisa Ratzlaff, Madison Deacon Lawrence Campbell, Southaven Elliott Thomas, Jr., Jackson Armand Guizerix, III, Vicksburg Katie Walley, Brandon Rebecca Harris, Flowood Staff Mary Woodward, Jackson Lewis Mallory, Jr., Starkville Sr. Paulinus Oakes, Jackson Rev. David O’Connor, Natchez Elliott Thomas, Jr., Jackson Timothy Walsh, Oxford The Catholic Foundation Page 5 Membership 2013 (Calendar Year) Lifetime Plus ($5,000 +) Rev. Dr. and Mrs. Ted Klingen Ms. Ida Cunetto Anonymous Mrs.