FOR GOD. FOR OTHERS. FOREVER. FY 2018 ANNUAL REPORT TABLE OF CONTENTS TABLE Letter to the Community 2 Foundation Funds Archdiocesan Endowment Funds . .3 . Archdiocesan Parish, School and Agency Endowment Funds . 9 Donor Advised Funds . 11 Map of the Archdiocese. .12 . Batesville Deanery . 13. Bloomington Deanery . 17. Connersville Deanery . 18 Indianapolis East Deanery . 19 Indianapolis North Deanery . 22 Indianapolis South Deanery . 25 Indianapolis West Deanery. 28. New Albany Deanery . 31 Seymour Deanery . 36 Tell City Deanery . 38. Terre Haute Deanery . 39 Legacy Planning Opportunities 40 Financial Statements 41 How Assets Are Invested for the Catholic Community Foundation 42 Advisory Boards and Committees 43 FOUNDATION FEATURE Ordinary People Making an Extraordinary Impact 24 Dear Brothers and Sisters in Christ: We are so fortnate to have so many generous people who care deeply about advancing the mission of the Church in central and southern Indiana. We are truly blessed beyond measure. I am pleased to report that we added 19 new endowments in the fiscal year ending June 30, 2018, increasing our foundation’s net assets to more than $184 million. Our parishes, schools, cemeteries, and ministry agencies benefited from more than $7.4 million in distributions during the year. That money goes a long way in creating a tremendous amount of impact in our archdiocese. These endowments tell a story about how the Catholic faith is being lived throughout central and southern Indiana. It may be an endowment someone started to help their parish or school ministry. Or it may be an endowment that supports outreach to homeless families, seminarian education or educational scholarships for children in need. Behind each of these endowments was someone with a passion for gratefully sharing their God-entrusted gifts with others. In order to foster the mission of Christ and to evangelize in this challenging culture, we need strong, healthy parishes, providing religious education programs, and the formation of our seminarians and deacons. Just about any ministry that you can think of is supported by an endowment or planned gift through our Catholic Community Foundation. As I have traveled throughout the Archdiocese, I have had the opportunity to see LETTER TO THE COMMUNITY LETTER TO firsthand the affect these endowments are having in continuing Christ’s work of teaching, healing and sanctifying all God’s people. Many thanks to you for your contribution to the good works noted in this annual report in support of proclaiming and establishing the Kingdom of God in our archdiocese. By you taking the important step of making a planned gift, you not only leave a legacy for future generations, but you also ensure the vitality of our Church for many years to come. I also want to thank those of you who will take the important step of making a planned gift during this coming year. The Catholic Community Foundation is honored to oversee your legacy. May the Lord bless you! With assurance of my prayers and best wishes, I remain Sincerely yours in Christ, Most Reverend Charles C. Thompson Archbishop of Indianapolis Chairman of the Board of Directors Catholic Community Foundation, Inc. 2 ARCHDIOCESAN ENDOWMENT FUNDS Value as of June 30, 2018 - $113,516,468 A Generation of Hope Youth Endowment Fund, Indianapolis (V: $28,839 D: $1,405) Distributions are to be used to provide scholarship money for youth throughout the archdiocese who are in need of financial assistance to attend programs that build leadership skills and spirituality. Celeste and Norbert Ankenbrock-St. Joseph Cemetery Endowment Fund, Indianapolis (V: $106,796 D: $5,016) Established from the bequest of Dolores Rizza. Distributions are to be used to provide maintenance and ensure perpetual care of St. Joseph Cemetery in Indianapolis. Archbishop’s Endowment Fund (V: $6,080,107 D: $273,905) Established by the bequest of the Rev. James J. Sweeney. Distributions are to be used for the general use of the archdiocese as directed by the archbishop after consultation with the chancery staff. Archdiocesan Donor-Advised Reserve for Employee Benefits Fund (V: $12,487,155 D: $594,910) YOUR Distributions are to be used for the future health care costs incurred by employees of parishes, schools and agencies of the Archdiocese of Indianapolis. CHARITABLE Mary Margaret and John F. Lynch Endowment Fund for Archdiocesan Center-City Schools (V: $11,964 D: $583) GIVING CAN Established from the real estate of Mr. and Mrs. John F. Lynch. Distributions are to be used to provide financial assistance for center-city schools. ALSO HAVE Archdiocesan Home Missions Endowment Fund (V: $4,745,891 D: $218,775) Established through the proceeds of the Legacy of Hope Campaign, distributions are to be used to support home mission ETERNAL LIFE. needs in the Archdiocese of Indianapolis. Monies are currently available through the Combined Grant process and awarded twice each year. Archdiocesan Office of Pro-Life Activities Endowment Fund (V: $34,512 D: $1,605) Distributions are to be used to promote archdiocesan pro-life activities. Archdiocesan Priests’ Retirement and Benefit Endowment Fund (V: $3,568,468 D: $170,583) Established to provide for retirement, health care and other benefits for priests of the Archdiocese of Indianapolis. Archdiocesan Pro-Life Educational Endowment Fund (V: $10,177 D: $0 ) Distributions are to provide support for pro-life education in the Archdiocese of Indianapolis. Archdiocesan Total Catholic Education Endowment Fund (V: $2,609,379 D: $120,909) Established by the late Archbishop Edward T. O’Meara. Distributions are to be used to benefit total Catholic education in the Archdiocese of Indianapolis. 3 V = Value as of June 30, 2018 | D = Distributions for FY 2018 | Established between July 1, 2017 and June 30, 2018 ARCHDIOCESAN ENDOWMENT FUNDS (CONTINUED) Archdiocesan Growth and Expansion Fund (V: $3,391,423 D: $156,900) Distributions are to be used to support the growth of parish, school and agency ministries in the Archdiocese of Indianapolis. Monies are currently available through the Combined Grant process and awarded twice each year. Archdiocesan Infrastructure Expendable Fund (V: $927,215 D: $0 ) Distributions are to provide support for the infrastructure needs of the Roman Catholic Archdiocese of Indianapolis and its ministries. Archdiocese of Indianapolis Lay Employee Benefits Fund (V: $20,491,709 D: $975,631) Distributions are to be used to provide and enhance benefits for employees working in the parishes, schools and agencies of the Archdiocese of Indianapolis. Archdiocesan Ministry Priority Expendable Fund (V: $706,335 D: $0 ) Distributions are to provide support for the ministry priorities of the Roman Catholic Archdiocese of Indianapolis and its ministries. Archdiocese of Indianapolis Property Insurance Reserve Donor-Advised Fund (V: $12,086,664 D: $0 ) Distributions are to be used to support the property insurance claims incurred by the parishes, agencies and schools of the Archdiocese of Indianapolis. Archdiocese of Indianapolis James P. Scott Capital Improvement Endowment Fund (V: $5,698,158 D: $266,199) Distributions are to be used to support capital projects throughout the Archdiocese of Indianapolis as matching grants or outright awards to projects selected through the Combined Grant process. Monies are currently awarded twice each year. Bruns-Wickens Family Fund for Seminarians and Priestly Education (V: $68,217 D: $3,323) Distributions are to be used only for charitable, educational, religious, scientific, humanitarian and cultural needs as approved by and consistent with the expressed purposes of the Catholic Community Foundation, Inc. Bishop Simon Bruté College Seminary Endowment Fund (V: $824,595 D: $19,451) Distributions are to be used to support the operations and formation of college men for the Roman Catholic priesthood at Bishop Simon Bruté College Seminary, Indianapolis. Building Communities of Hope - John P. Hofer Scholars’ Endowment Fund (V: $123,812 D: $5,757) Established by the late John P. Hofer. Distributions are to be used primarily to provide financial aid for low-income children to attend center-city Catholic schools. LEAVING A LEGACY LEAVING Rev. Noah J. Casey Endowment Fund for the Ministry of Spiritual Direction (V: $13,582 D: $637) Distributions are to provide assistance with the training of spiritual directors and to support the process of those seeking spiritual direction to qualified directors in the Archdiocese of Indianapolis. Catholic Cemeteries Association Perpetual Care Endowment Fund (V: $3,263,564 D: $141,612) Distributions are to be used to maintain the cemeteries in perpetuity. Catholic Charities of the Archdiocese of Indianapolis Endowment Fund (V: $1,032,615 D: $50,173) Distributions are to be used to support the programs and works of Catholic Charities of the Archdiocese of Indianapolis and its member agencies. 4 Catholic Educator Formation Endowment Fund (V: $979,563 D: $45,551) Distributions are to be used to fund the archdiocesan share of the cost of professional courses in religion for Catholic school educators and parish catechists in partnership with the individuals and the Catholic colleges. Catholic Social Services of Indianapolis Endowment Fund (V: $326,389 D: $11,653) Distributions are to be used to support the programs and works of Catholic Social Services of Indianapolis. Catholic Urban School Consortium Donor-Advised Fund (V: $258,580 D: $12,597) Distributions are to be used to provide funds for the general operating expenses of center-city schools. The consortium was created to ensure that urban children will continue to be offered a quality, faith-based primary school education and to help the children break the cycle of poverty in Indianapolis. Mary Lynn Cavanaugh Endowment Fund for Special Religious Development (SPRED) (V: $16,549 D: $548) Distributions are to provide financial support for the Archdiocese of Indianapolis Special Religious Development (SPRED) program and its related activities. Celebrating Catholic School Values - Philip J. Wilhelm Endowment Fund (V: $36,976 D: $1,898) Distributions are to be used for the general needs of Celebrating Catholic School Values Event(s), or its successor in interest.