2022 Annual Report

From the Executive Director and President

Dear Friends of The Catholic Foundation,

Thank you for making this past year another remarkable year for the Catholic Foundation. It is with a deep sense of gratitude that we share this annual report so that you can see the impact that you have had throughout our diocese. It is our mission to partner with donors and provide Catholic planned giving options to help the faithful sustain the future of our local parishes, schools, and Catholic ministries.

Since 1973 the Catholic Foundation has helped parishioners in our parishes with planned gifts. We would like to personally thank our generous donors for your longstanding support of the Catholic Foundation.

Our Board of Directors ensure that all funds raised are governed in the Spirit of Christ upholding our Catholic values. Our board is comprised of individuals from all over our diocese who volunteer their time and expertise to the mission. It is their continued leadership that assures the future growth of the Catholic Foundation.

We hope this report will inspire you to think about how you can too can leave a legacy to your Catholic faith. You may find a fund that touches your heart, or you may decide to start a family trust for a particular ministry that is important to your Catholic faith. To discuss your planned giving options please contact the Catholic Foundation at 601.960.8477.

The Catholic Foundation is committed to doing our Lord’s work through prudent, thoughtful management and prayerful discernment, and we are honored that you have chosen to partner with us in this ministry. We are happy to mail a hard copy to you with a list of members and donors. Please email rebecca.harris@jacksondiocese.org. Please include your mailing address.

Warmest Regards,

Rebecca Harris

Joe G. Rice, Jr. Executive Director President

If you would like a hard copy of the annual report that lists all of the members and donors please email Rebecca/harris@jacksondiocese.org. Include your mailing address and a hard copy will be mailed to you.

to the

CATHOLIC FOUNDATION MEMBERSHIP MEETING

Tuesday, October 24, 2023 6:00 PM at

Country Club of Jackson

345 SaintAndrews Drive

Jackson, Mississippi 39211

We hope as a member of the Foundation, you will join us to learn more about the Foundation and help us celebrate 50 years of serving the Diocese of Jackson.

Catholic Foundation Grants

Annunciation Catholic School Projector Grant

Annunciation Catholic School was blessed to receive a $3,000 grant to purchase a front-and-rear-throw projector as well as an inflatable screen. The inflatable screen is thirty feet wide! Annunciation plans to utilize these tools for their Middle School Musical annually, as a backdrop, which will allow them to incorporate videos as well as still images. (For example, if Jack and the Beanstalk needs the beanstalk to ‘grow’ the video can be projected as the backdrop to make the production more impressive!)

Annunciation Catholic School incorporates “Arts Captivating Spirits” where the fine arts are woven into the curriculum in every grade. Part of their effort to keep the fine arts integrated, each student attends special classes including Art, Music & Theatre, Spanish, P.E., and STREAM. The Middle School musical is one of the performances that highlights the students’ hard work.

The students of Annunciation Catholic School walked into the gym on Monday, January 30th to attend their kickoff assembly for Catholic Schools Week. As they walked in, they saw a huge celebratory message on the thirty foot screen – with lots of THEIR faces on it! After our guest speakers, their principal Mrs. House introduced the video clip that was shown on the massive screen, as a surprise for the students. Teachers and faculty created a TikTok of “Hail Holy Queen, Salve Regina” from Sister Act. The students loved it!

Having the projector with inflatable screen has already been a huge asset to Annunciation Catholic School, and they have big plans to use it often and in lots of ways. Picture an outdoor movie night on the school lawn for school families to gather or visualize the most powerful homily delivered by Father Jeffrey Waldrep with a 30 foot Cathedral behind him! While the

Catholic Foundation Grants

Catholic Schools

Catholic Schools Education Conference Grant

The Office of Catholic Education hosted the first Professional Development Day since COVID for our educators throughout the Diocese. The day’s focus was on growing Catholic Identity and engagement through fellowship with our peers. Fr. Tony Ricard was the Guest Speaker providing motivation on how to better serve our children throughout the community. Educators were able to meet with their departmental peers to discuss trends and topics influencing their roles in education throughout the country and diocese. A focused effort was placed on providing insight and tools that can be used during the upcoming school year to improve the educational landscape throughout the Diocese of Jackson. The attendees were so happy to finally begin meeting as a group again which was described by comments such as:

“After the past few years of limited community gatherings, this event was a spiritual and professional rejuvenation. It was wonderful meeting and brainstorming with peers throughout the diocese about our specific roles and responsibilities in Catholic Education.”

Renee Hoover (Assistant Teacher, St. Richard)

Christ the King Parish, Southaven, MS RCIA and Faith Formation

Thank you to the foundation for the financial support for our evangelization efforts at Christ the King parish in Southaven. We are blessed to have a growing number of individuals seeking reception into the Catholic faith either as catechumens or candidates, both children and adults. Our primary focus in our "Becoming Catholic (RCIA)" approach is through exploring the Scriptures and the United States Catholic Catechism for Adults. These funds have allowed us to purchase the materials needed for these seekers and the catechists. Further, we embarked on a very popular evangelization effort with Cocktails and Catholicism in January 2023. The funds from the foundation allowed us to fund the upstart for the monthly event including a shuttle service in January due to limited parking at Sacred Heart School in Southaven. Subsequently, we have moved the venue to Holy Spirit parish in Hernando to alleviate further parking/shuttle costs. This event has attracted over 200 participants each night for the first three events. The participants include parishioners from our parishes as well as those who have wandered from the Catholic faith over the past years. We will be investing the remainder of the funds in resources and materials for adult faith formation opportunities at the parish including training materials for our catechists in RCIA, RCIC, and other adult faith formation programming.

“Remember there's no such thing as a small act of kindness. Every act creates a ripple with no logical end.”

…Scott Adams

Pictured: Fr. Tony Richard

Catholic Foundation Grants

The Foundation has 39 trusts that are specifically for grants (see page 12 Foundation Charitable Purposes). Each year Catholic parishes, schools, and Catholic ministries within the diocese may apply for a grant.

PARISH -

$45,252

Camden, Sacred Heart, $4,000

After school and summer enrichment project

Clinton, Holy Savior $3,000 Technology project

Forest, St. Michael $4,595 CCD improvements

Greenville, St. Joseph $1,000

Steubenville youth trip

Houston, IHM $3,500

Evangelization project

New Albany, St. Francis $4,000 Parking lot improvements

Pontotoc, St. Christopher $3,500

Thanksgiving Meals Prison Ministry

Ripley, St. Matthews $4,000 Faith Formation

Senatobia, St. Gregory $1,275

Adult faith formation

Southaven, Christ the King $3,500 RCIA and adult faith formation

Starkville, St. Joseph $2,500

Lighting project

Vicksburg, St. Michael $2,000 Office flooring

Vicksburg, St. Paul $2,500 Office Renovation

Woodville, St. Joseph $2,000

Rectory renovations

Yazoo City, St. Mary, $1,633

Parish and hall renovations

Deanery 1 Parishes, $2,250

Prison Ministry

SCHOOLS - $11,000

Columbus, Annunciation, $3,000

Projector Grant

Greenville, St. Joseph, $1,000 Chromebooks

Meridian, St. Patrick, $3,000 Classroom lighting

Natchez, Cathedral, $4,000 Drug Testing

CATHOLIC CHARITIES- $8,000

Maternity Support, $5,000 Program supplies

Migrant Support Services, $3,000 Fees and marketing materials

Diocesan Ministries - $4,805.71

Office of Child Protection, $1,250 Safe environment program

Office of Education, $2,055.71 Education conference

Office of Youth, $1,500 DYCY conference

SENIORS AND POOR CITIZENS

Jackson, Christ the King, $2,000

Catholic Funeral and Financial Planning Guide

The Catholic Foundation offers many gift opportunities to help with your philanthropic goals.

Our office is here to help you with gifts of: Wills and Bequests • Starting a Trust • Insurance Policy Charitable Gift Annuity • Donor Advised Funds

Any of these gifts can be designated to benefit your: Parish • Catholic Charities • Catholic School Retired Priests • Seminarian Education

Do you have a Will?

Our Staff is here to help you with your Estate Planning

We can assist you with our Funeral and Will Planning Guidebook so that you can thoughtfully consider all those you wish to include in your will. Plus, this guidebook will help you when you visit your estate attorney.

Email or call to get a copy of the Funeral / Will Planning Guidebook that can help you and your Estate Planner. rebecca.harris@jacksondiocese.org 601-960-8477

St. Richard Special Kids Program Frascogna Family Trust

My husband Mike and I wanted to get our grandchildren involved in charitable giving. We had a family meeting to discuss possible charities that we could give to in December of 2022. a sister with special needs our grandkids chose the St. Richard Special Kids program. Mike and I not only wanted to involve them in the decision we also wanted them to be involved in giving the gift. December we loaded up several cars full of children and grandchildren and headed to the Catholic Foundation office to deliver the check. grandkids enjoyed being part of the process and they enjoyed getting to meet Bishop Kopacz and take a picture with him. I called The Catholic Foundation and they worked quickly to get the paperwork completed so that we could take the picture in December when everyone was together for the Christmas holidays. - Judy and Mike Frascogna, Jackson, MS

St. Joseph Parish, Meridian, MS Bernice R. Pringle Memorial Trust - Debra and Curtis Parker

Back in 2017 my husband and I started this trust in memory of my mother Bernice R. Pringle to benefit St. Joseph Catholic Church in Meridian, MS. We wanted to start this trust in memory of my Mom because of her love and dedication to St. Joseph Catholic Church. I remember attending kindergarten in what was then St. Joseph Catholic School in Meridian. We were always at the church or the school. My Mom started the St. Joseph October Fest. I can’t remember not being at the church or the school. I feel a personal gratitude because of the quality education I received at St. Joseph Catholic School. I feel blessed because that was not always the case during segregation. I attribute St. Joseph at the place that helped me achieve my academic goals of college and helped put me on the path to my professional career.

I started this trust as a way to honor the life of my mother. I also started this trust because I want to see the legacy of St. Joseph continued and maintained. A legacy that is for my Mom, myself, and so many others. My mother passed the legacy of St. Joseph to me, and my husband Curtis and I have done the same thing with our daughter Shana Parker Wakefield. Our daughter was baptized at St. Joseph, and she attended St. Patrick Catholic School in Meridian. The school at St. Joseph has closed many years ago, but a Catholic Education was important to us. Shana went on to college and attended Xavier College of Louisiana. Years later Shana was married at St. Joseph by our dear friends Fr. Frank Cosgrove and Msgr. Elvin Sunds.

Starting a trust with the Catholic Foundation is easy and affordable. It gave my family the opportunity to start a legacy in memory of my mother and to honor her love and devotion to her faith and to St. Joseph Catholic Church. - Debra and Curtis Parker, Meridian, MS

Pictured: Frascogna Grandchildren, Mike and Judy Frascogna, Bishop Joseph Kopacz, and Rebecca Harris

Pictured: Mrs. Bernice Pringle

Catholic Foundation Trust

Many donors have chosen to start a trust with the Catholic Foundation. The chart below shows the breakdown of those trusts. A trust with The Catholic Foundation is a way to leave a legacy that will make a difference for generations. It is a simple and easy process.

First Determine how much you wish to invest in the future of your parish through a trust.

Second Designate the purpose of your trust.

Third Call The Catholic Foundation staff to begin the process. Rebecca Harris 601-960-8477.

Trust Balances by category as of June 30, 2022

Campus Ministry

Dean Allen McGhee (MS State)

St. John Trust for Campus Ministry (Ole Miss)

Richard and Frances Boeckman (Millsaps)

Total Principal $44,287

Catholic Charities

Clinton and Margaret Smith

Associated Charities Trust

Catholic Charities

Catholic Charities Adoptive Parents Assistance

Catholic Charities Northeast Office Trust

Catholic Charities Victims of Abuse Trust

Cogan/Chamberlain Families Memorial Trust

Downey-Klingen Family Trust

Holy Innocents Trust

Lucille Bailey Thomas Trust

Msgr. Noel Foley

O'Beirne-Williams Trust

Rose Harris Memorial Trust

The Mamie Mastronardi Trust

Wallace Carpenter Family #1

William Bernard Kovarik Memorial Trust

William R. Baird

Total Principal $1,188,425

Diocesan

Albert James and Christine Magruder Hackl Family Trust

Beltzhoover Mass Trust

Bishop William R. Houck Trust

Bishop William R. Houck Education Trust

Catholic Diocese Trust

Catholic Engaged Encounter Trust

Endowment for Evangelization Trust

Hagen Family Trust

Harland and Romain Adams Trust

Jackson Diocese Special Needs Trust

Jane Gitz Trust

Jane Hewes Trust

John and Mary Catherine Grower Trust

Joseph E. Canizaro, Sr. Family Trust

Matthew Scott "Polska" Gatewood Trust

Office of the Tribunal Trust

Our Lady of Guadalupe Trust

Rev. Frank Cosgrove Diocesan Trust

Ron and Catherine Tisch Trust

Shackelford Trust

The Frank J. Mastronardi Trust

W.F. Coolbaugh Trust

Youth Ministry Office Endowment

Total Principal $3,605,235

Foundation

Charitable Purposes

Ambrose B. Dunn Trust

Anthony and Dorothy Roman Trust

Anthony Thomas Family Trust

Bishop Joseph B. Brunini Trust

Bishop Joseph N. Latino Memorial Trust

Bishop William R. Houck Memorial Trust

Business PLUS Trust

Catherine Ann Cross Trust

Catherine Goetz Gill Trust

Catherine McCosker Tisch

CF Presidential Trust

Corinne Laguzzi Hinton Trust

Dr. William Cunningham McHardy Trust

Edith D. Hegman Trust

Edward Buttross #1 Trust

Englehart and Merzweiler Trust

Fr. Don Derivaux Memorial Trust

Fr. Lawrence Watts #1 Trust

Fr. Lawrence Watts #2 Trust

George Roman Charitable Works Trust

John H. Geary Trust

John T. Kelly Trust

Joseph and Nena Hildebrand Trust

Joseph R. Kopacz Trust

Kenneth A. and Mary Brown Trust

Lawrence F. Boland Trust

Leo T. Donnelly Trust

Manuel J. Scanlon Trust

Mary Nell Donohoe Trust

Memorial Trust

Mr. and Mrs. Raymond A. Rayne Trust

Pradat Family Trust

Rev. Msgr. James T. McKenna Trust

Reverend Martin Ruane Memorial Trust

Reverend Patrick Noonan Memorial Trust

Richard and Betty Herschede #1 Trust

Unrestricted Trust

W.E. Gene and Dorothy M. Taylor Trust

William H. Miller Trust

Total Principal $1,567,756

Foundation Operations

Charles P. and Kathryn O. Adams Trust

Richard and Betty Herschede #2 Trust

Msgr. Patrick Thaddeus Harkins Trust

Lifetime Membership Trust

Total Principal $1,190,048

Insurance

John H. Geary (foundation purposes)

Christopher Walters (foundation purposes)

Margaret O. Williams (Catholic Charities)

Knights of Columbus

(for Seminarian Education)

Dennis J. Antici

Daniel H. Bicknell

David A. Breaux

Michael P. Brechtel

Catherine A. Brulin

Vincent P. Chiarito

Paul J. Croft

Michael E. Daves

Cathy W. Ditcharo

Wayne Ebelhar

Brian T. Engelland

Theodore D. Gray

Charles Hahn

Jeffery Kimbrell

Sterling O. Knight

Marvin L. Lott

Jobe Maynor

Marion J. McCraw, II

William L. Morris

Jim V. Pate

John F. Piazza

Patrick K. Quinn

Dennis K. Riecke

Jerry C. Roberts

Dr. James R. Rooks

Thomas W. Thornton

John W. Turner, Jr.

Policy Amount $502.487

PARISH TRUSTS

Total Principal $13,864,594

Aberdeen - St. Francis

Teresa B. Pryor Trust

Total Principal $28,941

Amory - St. Helen

St. Helen Parish Trust

Total Principal $27,404

Booneville- St. Francis

St. Francis of Assisi Parish Trust

Total Principal $71,891

Brookhaven - St. Francis

St. Francis of Assisi Parish Trust

Total Principal $53,837

Camden, Sacred Heart

Immaculate Conception Cemetery Trust

Total Principal $23,218

Canton - Sacred Heart

Bertha Gross Trust

Edward Buttross #2 Trust

Total Principal $28,633

Carthage - St. Anne

Leake County - St. Anne Catholic Cemetery

Total Principal $29,713

Trust Balances by category as of June 30, 2022

Clarksdale - St. Elizabeth

St. Elizabeth Parish Trust

Total Principal $2,090

ClevelandOur Lady

of Victories

Joe and Victor Aguzzi Trust

Rev. Thomas Lalor Trust

Total Principal $117,174

Clinton - Holy Savior

Charles and Mark LeBlanc Memorial Trust

Holy Savior Parish Trust

James N. Wallace Trust

Srs. Michele Doyle and Kathleen Kunze Trust

Total Principal $132,335

Corinth - St. James

St. James Parish Trust

Total Principal $3,205

Crystal Springs - St. John

Abraham M. and Clara H. Boackle Trust

Total Principal $5,384

Flowood - St. Paul

St. Paul Parish Trust

Total Principal $15,688

Forest - St. Michael

St. Michael Parish Trust

Total Principal $23,465

Gluckstadt - St. Joseph

St. Joseph Cemetery Trust

St. Joseph Parish Trust

Total Principal $204,839

Greenville - Sacred Heart

Sacred Heart Greenville Tuition Trust

Total Principal $13,817

Greenville - St. Joseph

Augustine J. "Gus" Correro Trust

Frank Binder Trust

Hugh and Agnew Van Norman Trust

Jim Crawford Memorial Trust

Joseph "Bo" Watson Trust

Joseph Reilly Trust

Katherine Reilly Trust

Margaret Loyacono Trust

Patricia Prewitt Trust

Salvador Carmelo Carollo Parish Trust

St. Joseph Church Trust

St. Vincent de Paul Trust

Vincent and Camille P. Provenza Trust

Total Principal $5,657,377

Greenwood - Immaculate Heart of Mary

Alex and Stella Malouf, Sr. Trust

Florence M. Biggers Trust

Immaculate Heart of Mary Priest Appreciation Trust

John and Maggie Malouf Trust

Josephine Barlow Trust

Loyce Upchurch Dykes Trust

McGeary Family Trust

Michael and Glenda Upchurch Trust

Rev. Msgr. John F. Clerico Trust

Vennis L. Upchurch Trust

Wallace Carpenter Family #2 Trust

Total Principal $1,039,302

Greenwood- St. Francis

Fr. Nathaniel Machesky Trust

St. Francis Parish Trust

Total Principal $31,677

Grenada - St. Peter

Christopher Harris Scholarship Trust

John and Mary Messina Memorial Trust

Total Principal $134,723

Holly Springs - St. Joseph

David A. Houck Trust

St. Joseph Parish Trust

Total Principal $32,943

Houston -

Immaculate Heart of Mary

Phyllis Bray Trust

Teresa B. Pryor Trust

Total Principal $31,046

Iuka - St. Mary

St. Mary Parish Trust

Total Principal $5,136

Jackson -

Cathedral of St. Peter

Clarence and Rubye Lefoldt Trust

Ellis Joseph and Herbert Nunnery Trust

Frank Mastronardi Trust

James T. Canizaro Family

Joey and Jenny Donnell Trust

Keith E. Edwards Memorial Trust

Lance and Elaine Brien Trust

Michael and Melanie Dowell Trust

Neel Family Trust

Reverend Brian Kaskie Memorial Trust

Richard and Frances Boeckman (Millsaps)

Sister Claudia Murphy Trust

St. Peter Cathedral Parish Trust

Total Principal $802,227

Jackson - Christ the King

Christ the King Parish Trust

Patricia Green Trust

Total Principal $4,152

Jackson - St. Richard

Barbara Hardin Crespino Memorial Trust

Hart Family Memorial Trust

Msgr. Josiah G. Chatham Trust

St. Richard Special Kids Trust

St. Richard's Youth (Jake Addison) Trust

Total Principal $112,657

Jackson - St. Therese

Brother Luke Pearson Scholarship Trust

Leah Youngblood Trust

Louis V. Covert Memorial Scholarship Trust

St. Therese Parish Trust

Total Principal $117,632

Lexington - St. Thomas

St. Thomas of Lexington Trust

Total Principal $5,739

Madison - St. Francis

St. Agnes Fund Trust

St. Francis Parish Trust

Total Principal $88,280

McComb - St. Alphonsus

Igor Santos Trust

M.B. and D.C. Schott Memorial Trust

St. Alphonsus Parish Trust

Thomas B. Austin Trust

Total Principal $52,726

Meridian - St. Joseph

Bernice R. Pringle Memorial Trust

Charles and Mary Bohannon Trust

Total Principal $14,716

Trust Balances by category as of June 30, 2022

Meridian - St. Patrick

St. Patrick Cemetery Trust

St. Patrick Parish Trust

Total Principal $173,321

Natchez - Assumption

D'Antoni Family Trust

Rev. Patrick Hayden Trust

Rosa and Emilio Benedettini Trust

Total Principal $65,348

Natchez - St. Mary Basilica

Annette Lombardo Davidson McGraw Trust

Charles H. Berdon Family Trust

Guercio Family Trust

St. James Cemetery Trust

McGraw Trust

St. Mary Parish Trust

Trippe Family Trust

Total Principal $1,881,891

New AlbanySt. Francis of Assisi

St. Francis Parish Trust

Total Principal $13,627

Newton - St. Anne

Emily O'Rorke Summer Trust

Total Principal $33,879

Oxford - St. John

Clayton Stephens Benevolent Trust

Eugene V. and Lucie Amelie Bramlett Trust

Frances Breaux Smith Scholarship Trust

Frances Selzer Talbert Trust

Mary Lillian "Sue" Hart Trust

Robert W. Cleary Trust

St. John Trust for Campus Ministry Trust

The Jane Cassisa Scholarship Trust

Victor and Gladys Baglioni Vocation Trust

Total Principal $1,702,087

Paulding - St. Michael

Paulding - Dan M. Skehan Trust

Paulding - Eva and William Harrington Trust

Paulding - St. Michael's Cemetery Trust

St. Michael (Paulding) Parish Trust

Total Principal $54,627

Philadelphia - Holy Rosary

Choctaw Indian Mission Trust

Holy Rosary Indian Mission Cemetery Trust

Holy Rosary Parish Trust

Indian Mission Lands Trust

Total Principal $206,290

Port Gibson - St. Joseph

Eli and Kathryn Cogan Ellis Memorial Trust

Msgr. Thad Harkins Trust

St. Joseph Catholic Cemetery Trust

St. Joseph Parish Trust

Total Principal $100,520

Senatobia - St. Gregory

St. Gregory the Great Parish Trust

Total Principal $13,275

Shelby - St. Mary

St. Mary Parish Trust

Total Principal $5,684

Starkville - St. Joseph

Dean Allen McGhee (MS State) Trust

St. Joseph Parish Trust

Total Principal $61,642

Tupelo - St. James

St. James Parish Trust

Total Principal $8,983

Vicksburg - St. Mary St. Mary's Scholarship Trust

Total Principal $14,529

Vicksburg - St. Michael St. Michael Parish Trust

Total Principal $10,088

Vicksburg - St. Paul

Josephine R. Walters Trust St. Paul Parish Trust

Total Principal $12,295

West Point -

Immaculate Conception

Immaculate Conception Parish Trust

Jody Portera Trust

Total Principal $37,985

Winona - Sacred Heart

Betty Humphries Neal Trust

Louise B. Jones Trust

Raymond Dietta Family Trust

Sacred Heart Trust

Total Principal $23,402

Woodville - St. Joseph

St. Joseph Church Trust

Total Principal $11,497

Yazoo City - St. Mary

Edward T. Jordan, Jr. Trust

Jordan Family Trust

Margaret M. Swayze Trust

Marion Dongieux, Sr. Trust

Mr. and Mrs. D.P. McGowan Trust

St. Mary Parish Trust

Total Principal $521,658

Priest Retirement

Bishop Joseph B. Brunini Burse Trust

Clarence and Mary Carroll Trust

Dan and Marie Nicholas Trust

Eli and Kathryn Ellis Trust

J.C. Maloney #1

John Alexander Bellan Priest Retirement

John Browne Family

Josephine and Bob Nader

Lucille Bailey Thomas Trust

Messina and Tuminello Family #1 Trust

Msgr. Edward Cratin Trust

Msgr. P.J. Carey Trust

Tessie Peatross Hickman (Bishops) Trust

Total Principal $734,350

Saltillo, Mexico

Rev. Patrick Quinn Trust

Total Principal $11,566

SCHOOLS

Total School Trusts $22,497,075

Clarksdale - St. Elizabeth

Anthony and Mary Elizabeth Tavoleti Trust

Elizabeth Malatesta Scarborough Trust

Shepherd William Haaga Trust

St. Elizabeth School Trust

Total Principal $126,733

Columbus - Annunciation

Annunciation School Trust

Total Principal $643,358

Trust Balances by category as of June 30, 2022

GreenvilleOur Lady of Lourdes

Robert and Helen Turcotte Memorial Trust

Sarah Lee V. Little

Total Principal $17,189

Greenville - St. Joseph

Beatrice Bea Wise Trust

Br. Thomas Geraghty Trust

Century III Foundation Trust

Charisse Harris Trust

David L. Vickers Trust

Eddie Somers Trust

Edna and George Shamoon Trust

Elias P. Shapley Perpetual Trust

Frances Hickman Memorial Trust

J.P. Tonnar Trust

J.W. Blalack Trust

Jason P. Mandolini Trust

Jeremiah and Julia Mary Corcoran Trust

Jerry Hendrick Trust

Jesse Edwards Trust

Ken Radigan Trust

Martha K. Lenoir Trust

Matthew James Cannatella Trust

Paul Edward Abide, Sr. Trust

Rebecca Rosella Trust

Rev. Gene Chatagnier Trust

Richard and Mary Somers Trust

Salvador Carmelo Sarullo Trust

Sister Marie Alspaugh Trust

Sisters of Mercy Perpetual Trust Fund

St. Joseph Charitable Trust

St. Joseph Endowment Trust

Total Principal $16,759,501

Jackson - Sr Thea Bowman

Biggers Machesky Scholarship Trust

Dr. Gloria D. Beal Trust

Sister Thea Bowman Trust

Thaxton Family Trust

Total Principal $156,006

Jackson - St. Richard School

Hart Lovitt Memorial Trust St. Richard School

Jules Michel St Richard School Trust

St. Richard Certified Teacher Incentive Trust

St. Richard Education Trust

Total Principal $734,926

Madison - St. Joseph High

Angela Kajdan Trust

Bonnie Loper Mowery Memorial Trust

Delaski Family Scholarship Trust

John Alexander Bellan St. Joseph Trust

Mathew Johnston Memorial Trust

Maureen McCarthy Trust

Michael "Duke" and Matthew Rene Barbee

Mike Mattice Memorial Scholarship Trust

Patrick Grower and John G. Subowicz Trust

Pete and JoAnn Foret Trust

Rebecca Hirtz Hargon Trust

Robert Bruce McArthur Trust

St. Joseph High School Trust

St. Joseph High School Endowment Trust

Thomas A. Wolf Trust

William Dunning Trust

Total Principal $870,776

Meridian - St. Patrick School

St. Patrick School Trust

Total Principal $388,882

Mobile AL - Spring Hill College

Bishop Brunini Catholic College Trust

Stella Schmidt Trust

Total Principal $37,917

Natchez - Cathedral School

Burns-Grady Family Trust

Cathedral Schools Charitable Trust

Certified Teacher Incentive Trust

Daughters of Charity Trust

Dominic and Josephine Maresca DiStefano Trust

George and Ninette Junkin Trust

Hailey Estes Trust

James R. Arnold, Sr. Trust

Jules Michel Staff Recognition Trust

Julia C. Stanton Trust

Kevin and Rosa Byrne Family Trust

Melanie A. Scruggs Shereb Memorial Trust

Natalie C. Luscombe Trust

Stella Austen Gilleas Handy Trust

T. Jack Owens Trust

Total Principal $1,705,474

Vicksburg SchoolsSt. Francis and St. Aloysius

Adam A. Rula

Aloysius and Mary Camp

Anthony Cozzani

Bill and Marie Jennings Memorial Trust

Brothers of the Sacred Heart Trust

Bruce A. Ebersole

Corey Pinkston Family

Dante and Michael Ganzerla

Dorothy Supple Yerger

Douglas Buglewicz Memorial Trust

Dr. Ann Wheeless and Mr. Peter Pikul

Erwin Baylot Memorial Trust

Graduating Senior Class

John Alexander Bellan Vicksburg School Trust

Joseph T. Balzli

Loviza Family

Mamie Nassour

Martin Lombard Burns

Mary Bendinelli Denton Trust

Mary Eloise Guider Trust

Morgan and Braud Trust

Nellie A. Prendergast Trust

Patricia A. McGowan Scholarship Trust

Pete, Carmella and Franco Family Trust

Pikul Family Trust

Rita Israel Haik Memorial Trust

Robert Knox Foley III Memorial Scholarship

Rosemary Schaff Trust

Sr. Mary Cabrini Fagan, R.S.M. Trust

St. Aloysius - St. Francis Trust

Thomas E. Dykes, Jr. Trust

Vedros Family Trust

Vicksburg Catholic School Endowment

Vicksburg Catholic Schools Sisters of Mercy

Total Principal $1,056,312

Seminarian Education

A.J. Kourys, Eugenia Koury and Msgr. Joseph Koury Family Trust

Bishop Joseph B. Brunini Anniversary Trust

Bishop R. O. Gerow Trust

Dr. and Mrs. Iley F. Dillon Trust

Eli and Kathryn Ellis Trust

Fr. John Patrick Egan Trust

Frank Binder Trust

Ganzerla Family Memorial Trust

Harold and Kathryn Lehman Family Trust

Harry and Jimmy Lou Goulet Trust

Hart Lovitt Seminarian Education Trust

J.C. Maloney #2 Trust

James Patrick Miller Trust

Jane Gitz Seminarian Education Trust

Joe G. and Adelle Unis Rice

John and Teresa Latino Trust

Joseph Brendan Kraft Memorial Trust

Knights of Columbus Trust

Lucille Bailey Thomas Trust Fund

Margaret Haaga Murphree Trust

Martha and Paul Tarbutton Trust

Messina and Tuminello Family #2 Trust

Msgr. Michael Glynn Trust

Msgr. Thad Harkins Trust

Philip Tavoleti Trust

Rev. Charles Loyacono Trust

Rev Frank Cosgrove Seminarian Trust

Rev. Walter Maloney Trust

Seminarian Education Trust

Tom and Bessie Haddican Trust

Warren and Claudia Adams

Total Principal $1,376,560

Senior Citizens

Bishop's Poor Souls Novena Trust

Total Principal $262,308

Board of Directors

OFFICERS OF THE FOUNDATION

Bishop Joseph Kopacz Director

Joe Rice, Jr. President

Chris Correro Vice President-President Elect

Michael Kimbrell Treasurer

Diane Pumphrey Secretary

Rev. Nick Adam Jackson

Charles Adams, Jr. Florida

Joe Azar Jr. Batesville

Elizabeth Barber Flora

Marc Biggers Greenwood

Patrick Biglane Natchez

Chris Cox ........................................................... Flowood

Rev. Lincoln Dall ..................................................... Pearl

Harlan Dean ....................................................... Clinton

Beth de Gruy ..................................................... Jackson

Margie Delaney ................................................ Brandon

Dr. Wayne Ebelhar Greenville

Keith Fulcher Hernando

John Geary (emeritus) Jackson

J.P. Gray Jackson

Harrison Hart Madison

Emily Holman Belden

Karen Hulett .................................................... Madison

Rev. Gerry Hurley ............................................. Flowood

Will Jemison ...................................................... Jackson

Rev. Jason Johnston ...................................... Starkville

Bob Lampton Jackson

Lewis Mallory, Jr. Starkville

Marcus Mallory Columbus

Steve Massey Ridgeland

Ronnie Mayers Cleveland

Kyle McConnell Columbus

Jim McCraw Jackson

Bill O’Connor ....................................................... Clinton

Robert Perry ........................................................ Oxford

Allan Scott .......................................................... Clinton

Stephen Shackelford ...................................... Madison

Steve Shirley Jackson

Key Smith Natchez

A. J. Stone, Jr. Jackson

Yvonne Thaxton Brandon

Christopher Walters Brandon

Dr. David Wender Jackson

Lee White, II Natchez

Donna Williams ................................................ Jackson

Foundation Staff

Rebecca Harris

Brandi Fournet

Julia Williams

Accounting Staff

Carolyn Callahan

Melissa Smalley

THE CATHOLIC FOUNDATION OF THE DIOCESE OF JACKSON, MISSISSIPPI, INC.

STATEMENT OF FINANCIAL POSITION

June 30, 2022

With Comparative Information as of June 30, 2021

THE CATHOLIC FOUNDATION OF THE DIOCESE OF JACKSON, MISSISSIPPI, INC.

STATEMENT OF ACTIVITIES

For the Year Ended June 30, 2022

With Summarized Information For The Year Ended June 30, 2021