The Catholic Foundation 2023 Annual Report

The Catholic Foundation PO Box 2248 Jackson, MS 39225

601-960-8477 Foundation@jacksondiocese.org

2023 Annual Report July 1, 2022—June 30, 2023

MISSION STATEMENT .........................................................2 TABLE OF CONTENTS .........................................................3 MESSAGE FROM EXECUTIVE DIRECTOR ...........................4 FOUNDATION ANNUAL DINNER INVITATION .....................5 GRANTS STORIES ...............................................................6 GRANTS ...............................................................................9 ESTATE PLANNING .......................................................... 10 DONOR STORIES .............................................................. 11 TRUSTS ............................................................................. 12 BOARD OF DIRECTORS .................................................... 18 STATEMENT OF FINANCIAL POSITION ............................ 19 STATEMENT OF ACTIVITIES ............................................. 20 FOUNDATION STAFF ........................................................ 21

Page 4

From the Executive Director and President Dear Friends of The Catholic Foundation,

For over fifty years the Catholic Foundation has been the planned giving arm of the Diocese of Jackson. What started as a dream around a kitchen table with Bishop Brunini, priests, and Catholic leaders from across the diocese became a reality in 1973. Through the years Bishops, priests, Catholic Foundation Board members, and the staff have continued to help parishioners around our diocese establish trusts that will benefit parishes, schools, and ministries in our communities. One of the benefits of starting a trust with the Catholic Foundation is that we do not charge an administrative fee to manage these trusts. We raise funds through events and member participation so that the full distribution can go to the donor’s beneficiary.

In October we held our 50th annual Membership meeting where we recognized two men - the late Jack Geary and Lewis Mallory who were present at the first meeting the Foundation held. In October, our grant committee distributed over distributed over $82,000 and funded 25 immediate need projects in our diocese.

The Bishop’s Cup committee held the 41st annual Bishop Cup Golf Tournament and raised $44,000 that supports both grant projects and administration fees. We also had a successful membership campaign that also helped to raise funds to cover the administrative fees.

We would like to thank our generous donors for your support and for making this past year another outstanding year for the Catholic Foundation. It is our mission to partner with you and provide Catholic planned giving strategies to help sustain the future of our parishes, schools, and Catholic ministries.

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.

The Catholic Foundation is committed to doing our Lord’s work through prudent, thoughtful management and prayerful discernment. We are honored that you have chosen to partner with us in this ministry.

It with both pride and gratitude that we share this annual report with you so that you can see how the Catholic Foundation continues to impact our Catholic ministries and enriches the legacy of our Catholic faith throughout the diocese. Our staff is here to help you support your faith. To discuss your planned giving options, please contact the Catholic Foundation at 601.960.8477.

Warmest Regards,

Rebecca Harris Executive Director

Joe G. Rice, Jr. President

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to the CATHOLIC FOUNDATION MEMBERSHIP MEETING

Tuesday, October 22, 2024 6:00 PM at

Country Club of Jackson 345 Saint Andrews 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 51 years of serving the Diocese of Jackson.

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Catholic Foundation Grants Parchman Penitentiary Prison MinistryThanksgiving Meal Grant The generous grant from The Catholic Foundation allowed the Dismas Prison Ministry at Parchman to serve a delicious, traditional Thanksgiving Meal to over 750 inmates.

It was an exceptional outpouring of good food and great fellowship. Dozens of inmate Trustees helped prepare, serve, and deliver the food. They were assisted by many senior level corrections officers and staff members.

Bishop Joseph Kopacz spent hours on the preparation and serving line. Later in the day, he helped distribute the meals at the Death Row unit. He was warmly welcomed by the inmates he has visited each year since becoming the Bishop of Jackson.

Pope Francis describes a “culture of encounter,” as a process that allows diverse and often unfamiliar groups to attain understanding and appreciation and ultimately an awareness of God’s loving presence. Thanks to the generous support of The Catholic Foundation, Thanksgiving Day at Parchman achieved a central goal of the newly organized prison ministry: to show the Love of Christ through action and compassion.

By every measure, it also was an encounter with Christ.

Pictured: Bishop Kopacz and Marvin Edwards with Parchman staff and inmates.

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Catholic Foundation Grants Office of Faith Formation and Religious Education Fall Faith Formation Day Grant Fall Faith Formation Day (FFF Day) is an annual event put on by the Department of Faith Formation on the third Saturday of August. We look at topics that transcend a single ministry and address formational issues at the parish and in our schools.

The theme for the 2023 FFF Day was Renewing the Church with Families of Faith. Our Keynote speaker was Dr. Tim Hogan. Dr. Hogan is a psychologist and certified relationship therapist who specializes in the impact of technology on spirituality and relationships. He recently published The Gift of Cultural Hurricanes: Tools to Rebuild Authentic Spirituality. Dr. Hogan received high marks on our evaluation for the day.

The day includes breakout sessions in between the two plenary talks. The breakout topics for 2023 included: Enhancing Prayer, Sr Amelia Breton; Making Lifelong Faith Formation Matter: Growing Families of Faith, Jeff and Ann Cook; Tips and Tricks for Classroom Management, Lexie Gosselin; Path to Purpose for Early Childhood, Amanda Jones; A Path Forward: Pastoral Reimagining, Fran Lavelle; and Walk, Listen, Thrive: A Practical Guide to Accompaniment and Intentional Listening, Abbey Schuhmann.

The Department of Faith Formation is grateful for the continued support of the Catholic Foundation in helping us bring meaningful ministry opportunities to our Pictured: Dr. Tim Hogan school and parish formators. Save the date for our 2024 Fall Faith Formation Day on August 17 at St. Francis in Madison. Our keynote speaker is Fr. Tim Donovan from the diocese of Orange, California!

St. Joseph Catholic School, Greenwood, MS School Safety Grant With school violence on the rise, St. Joseph Catholic School in Greenville took some important steps to protect children and our staff. The Catholic Foundation Grant provided our school the opportunity to purchase the lock down shades for each classroom in our school.

Lock down shades are shades that teachers can pull down quickly and effectively to cover their classroom window in the event of an intruder. The lock down shade prevents the intruder from seeing the teacher and children's location in their classroom. Not only can a person not see through them, due to their customized fit, the person cannot look through the side of them.

The installation was extremely easy. We certainly hope that we will not have to activate them in an emergency situation, but knowing we have an extra layer of security, and taking additional steps to provide a safer environment, will bring peace of mind to our students, staff, parents, and guardians. We thank the Catholic Foundation and their donors for supporting this important initiative at our school. Keeping our children safe is a priority at our school.

Pictured: Mr. Craig Mandolini St. Joseph Catholic School Prin-

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Catholic Foundation Grants Sacred Heart Southern Missions Evangelization and Faith Formation Grant The priests of the Sacred Heart have served six parishes in Northwest, MS for many years. This year, the Catholic Foundation awarded grants for each of these parishes for Evangelization and Formation. We want to say, “THANK YOU!” We are ever expanding our outreach to our current parishioners (Catholics and non-Catholics alike) as well as to our communities in various ways. This grant helped us purchase numerous books for our small faith groups and parish-wide evangelization. Our goal is to continue to be proactive in all six parishes by reaching out with a proactive evagelization approach, along with increasing our faith formation efforts and to enhance our communication efforts. This grant from the Catholic Foundation is helping us to achieve this goal.

Pictured: Small faith group.

Sacred Heart Canton, MS Senior Citizen Meal Grant At Sacred Heart in Camden, MS we are providing essential services to the senior citizens and disabled people in rural Madison County. The senior citizens food program, supported by the grant from the Catholic Foundation is making a significant difference in the lives of those in need. Providing over 90 cooked meals five days a week reflects our strong commitment to addressing the growing need for such services in the community. Additionally, involving volunteers in transporting and delivering the meals demonstrates a collaborative effort to extend support. The goal at Sacred Heart is to partner with organizations like the Catholic Foundation so we can work together to bring about positive changes in the community. We are dedicated to direct services and systematic changes that align with a holistic approach to improving the well-being of the population. We thank the Catholic Foundation for your support.

Pictured: Volunteers for the Senior Citizens Meals program

Page 9

Catholic Foundation Grants The Foundation has 39 trusts that are specifically for grants (see page 13 Foundation Charitable Purposes). Each year Catholic parishes, schools, and Catholic ministries within the diocese may apply for a grant.

PARISH - $37,750 Camden, Sacred Heart, $5,000 Parish Hall HAVAC repair

Hernando, Holy Spirit $1,600 Evangelization and Religious Formation Koscuisko, St. Therese $5,000 Window Repair Holly Springs, St. Joseph $2,000 Evangelization and Religious Formation Olive Branch, Queen of Peace $2,500 Evangelization and Religious Formation Pearl, St. Jude $3,750 ESL Clases

Pontotoc, St. Christopher $4,500 Thanksgiving Meals Prison Ministry

Natchez, Cathedral, $2,500 Identification Cards

CATHOLIC CHARITIES- $5,000 Migrant Support Services, $5,000 Legal and Professional Fees

Ripley, St. Matthews $3,000 Faith Formation

Diocesan Ministries - $14,635.60

Robinsonville, Good Shepherd $1,000 Evangelization and Religious Formation

Office of Education, $3,235.60 Education conference

Senatobia, St. Gregory $2,000 Evangelization and Religious Formation

Office of Faith Formation $3,200 Fall Faith Formation Day

Southaven, Christ the King $5,000 Evangelization and Religious Formation

Office of Youth, $3,200 DYCY conference

Vicksburg, St. Michael $2,400 Faith Formation

Prison Ministry, $5,000 Prison Ministry Operations

SCHOOLS - $13,800 Columbus, Annunciation, $4,500 Liturgy Needs and Camera

SENIORS CITIZENS GrantsRestricted Trust Funds $11,243.26 3 of 3 funded

Greenville, St. Joseph, $2,800 Safety Lockdown Shades

Bishop’s Poor Souls Novena Trust –

Meridian, St. Patrick, $4,000 Window Blinds

Camden, Sacred Heart $5,000 Clinton, Holy Savior $3,122.26 Flowood, St. Paul $3,121

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Page 11

Donor Stories St. Anthony Catholic School, Madison, MS St. Anthony Catholic School Teacher Trust Our parish school, St. Anthony Catholic School, is excellent and is blessed with many outstanding dedicated teachers. The trust was established with the Catholic Foundation to help make their salaries equal to those of their public school counterparts. Our teachers’ willingness to serve St. Anthony should not be to their financial detriment. This trust will help bridge that pay gap over the long term and will hopefully raise an awareness of this issue, perhaps resulting in other ways to remedy this situation. Once the salaries are equal, any remaining distributable income will be used to fund the educational needs of the school in the principal’s discretion.

- Ed and Cindy Hannan, St. Francis Parish Madison, MS Pictured: Ed and Cindy Hannan

St. Joseph Parish, Starkville, MS St. Joseph Columbarium Trust Our parish built the Raymond and Geraldine Orgler Memorial Columbarium back in 2011. We have a beautiful courtyard setting to provide families a peaceful and reverent resting place for their loved ones. As a parish we wanted to ensure the beauty and maintenance of our Columbarium. Last year we decided to start a trust that would help with the yearly maintenance. We have several other trusts with the Catholic Foundation. We appreciate how easy it is to start the trust and it gives our parishioners solace knowing that this is a perpetual trust, and the principal will stay intact and provide us with income each year to cover the maintenance costs.

Fr. Jason Johnston, St. Joseph Starkville Pictured: St. Joseph Columbarium

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Catholic Foundation Trust Many donors have chosen to start a trust with the Catholic Foundation. Currently the Foundation manages over 400 trusts.

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 Second Third

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

Designate the purpose of your trust.

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

Page 13

Trust Balances by category as of June 30, 2023 Campus Ministry Dean Allen McGhee (MS State) St. John Trust for Campus Ministry (Ole Miss) St. Jospeh Campus Ministry Trust (MS State) Richard and Frances Boeckman (Millsaps)

Total Principal

$66,985

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 Mike and Cindy Smith 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

$1,307,788

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 Eddie and Becky Adkins 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

$3,637,371

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

$1,907,234

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

$1,342,169

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 Dr. James R. Rooks Thomas W. Thornton John W. Turner, Jr.

Policy Amount

$522,448

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The Catholic Foundation

Trust Balances by category as of June 30, 2023 Total Principal

PARISH TRUSTS Total Principal

$29,086

Aberdeen - St. Francis Teresa B. Pryor Trust

Total Principal

$28,941

Amory - St. Helen

$3,221

Crystal Springs - St. John Abraham M. and Clara H. Boackle Trust

Total Principal

$5,525

Flowood - St. Paul Total Principal

Total Principal

$16,473

$28,774

Booneville- St. Francis St. Francis of Assisi Parish Trust

Total Principal

$72,430

Brookhaven - St. Francis St. Francis of Assisi Parish Trust

Total Principal

$54,240

Camden, Sacred Heart

Forest - St. Michael $24,638

Gluckstadt - St. Joseph St. Joseph Cemetery Trust St. Joseph Parish Trust

Total Principal

$215,775

Greenville - Sacred Heart

Total Principal

Sacred Heart Greenville Tuition Trust

Canton - Sacred Heart Bertha Gross Trust Edward Buttross #2 Trust

Total Principal

$30,061

Carthage - St. Anne Leake County - St. Anne Catholic Cemetery

Total Principal

$29,713

Clarksdale - St. Elizabeth St. Elizabeth Parish Trust

Total Principal

$2,195

Cleveland Our Lady of Victories Joe and Victor Aguzzi Trust Rev. Thomas Lalor Trust

Total Principal

$117,957

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

Corinth - St. James St. James Parish Trust

$132,831

Fr. Nathaniel Machesky Trust St. Francis Parish Trust

Total Principal

$13,886

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

$33,351

Grenada - St. Peter Christopher Harris Scholarship Trust John and Mary Messina Memorial Trust

$138,604

Holly Springs - St. Joseph

St. Michael Parish Trust

Total Principal

$1,128,437

Greenwood- St. Francis

Total Principal

Immaculate Conception Cemetery Trust

$24,379

Total Principal

Total Principal

St. Paul Parish Trust

St. Helen Parish Trust

Wallace Carpenter Family #2 Trust

$5,687,880

Greenwood - Immaculate Heart of Mary Alex and Stella Malouf, Sr. Trust Florence M. Biggers Trust Immaculate Heart of Mary Priest Appreciation Trust Immaculate Heart of Mary 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

David A. Houck Trust St. Joseph Parish Trust

Total Principal

$33,176

Houston Immaculate Heart of Mary Phyllis Bray Trust Teresa B. Pryor Trust

Total Principal

$31,190

Iuka - St. Mary St. Mary Parish Trust

Total Principal

$5,393

Jackson - Cathedral of St. PetClarence 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

$806,825

Jackson - Christ the King Christ the King Parish Trust Patricia Green Trust

Total Principal

$4,360

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Trust Balances by category as of June 30, 2023 Natchez - Assumption

Jackson - St. Richard Barbara Hardin Crespino Memorial Trust Frascogna Family Trust Finnian Blaylock Trust Hart Family Memorial Trust Msgr. Josiah G. Chatham Trust St. Richard Special Kids Trust St. Richard's Youth (Jake Addison) Trust

Total Principal

$143,870

Jackson - St. Therese Brother Luke Pearson Scholarship Trust Leah Youngblood Trust Louis V. Covert Memorial Scholarship Trust St. Therese Parish Trust

Total Principal

$118,414

Lexington - St. Thomas St. Thomas of Lexington Trust

Total Principal

$6,026

Madison - St. Francis St. Agnes Fund Trust St. Francis Parish Trust

Total Principal

$88,868

McComb - St. Alphonsus Igor Santos Trust M.B. and D.C. Schott Memorial Trust St. Alphonsus Parish Trust Thomas B. Austin Trust

Total Principal

$54,305

Meridian - St. Joseph Bernice R. Pringle Memorial Trust Charles and Mary Bohannon Trust

Total Principal

$18,225

Meridian - St. Patrick St. Patrick Cemetery Trust St. Patrick Parish Trust

Total Principal

$173,504

D'Antoni Family Trust Rev. Patrick Hayden Trust Rosa and Emilio Benedettini Trust

Total Principal

$65,594

Philadelphia - Holy Rosary Choctaw Indian Mission Trust Holy Rosary Indian Mission Cemetery Trust Holy Rosary Parish Trust Indian Mission Lands Trust

Total Principal

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

$1,969,059

New Albany St. Francis of Assisi $14,308

$33,879

$102,063

Senatobia - St. Gregory St. Gregory the Great Parish Trust

Total Principal

Total Principal

$14,414

$5,727

Dean Allen McGhee (MS State) Trust St. Jospeh Campus Ministry Trust St. Joseph Parish Trust

Total Principal

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

$1,824,322

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

Total Principal

Starkville - St. Joseph

Emily O'Rorke Summer Trust

Total Principal

Eli and Kathryn Cogan Ellis Memorial Trust Msgr. Thad Harkins Trust St. Joseph Catholic Cemetery Trust St. Joseph Parish Trust

St. Mary Parish Trust

Newton - St. Anne Total Principal

Port Gibson - St. Joseph

Shelby - St. Mary

St. Francis Parish Trust

Total Principal

$209,202

$57,462

$83,720

Tupelo - St. James St. James Parish Trust

Total Principal

$9,553

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

Total Principal

$15,256

Vicksburg - St. Michael St. Michael Parish Trust

Total Principal

$10,164

Vicksburg - St. Paul Josephine R. Walters Trust St. Paul Parish Trust

Total Principal

$12,352

West Point Immaculate Conception Immaculate Conception Parish Trust Jody Portera Trust

Total Principal

$38,189

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Trust Balances by category as of June 30, 2023 Winona - Sacred Heart Betty Humphries Neal Trust Louise B. Jones Trust Raymond Dietta Family Trust Sacred Heart Trust

Total Principal

$23,414

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

$524,326

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

$776,121

 Saltillo, Mexico Rev. Patrick Quinn Trust

Total Principal

$12,144

 $22,690,847

Clarksdale - St. Elizabeth Anthony and Mary Elizabeth Tavoleti Trust Elizabeth Malatesta Scarborough Trust Shepherd William Haaga Trust St. Elizabeth School Trust

Total Principal

Total Principal

$673,209

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 Robert and Helen Turcotte Memorial Trust Richard and Mary Somers Trust Salvador Carmelo Sarullo Trust Sarah Lee V. Little Sister Marie Alspaugh Trust Sisters of Mercy Perpetual Trust Fund St. Joseph Charitable Trust St. Joseph Endowment Trust

Total Principal

SCHOOLS Total School Trusts

Annunciation School Trust

Greenville - St. Joseph



Total Principal

Columbus - Annunciation

$135,149

$16,861,275

Jackson - Sr Thea Bowman Biggers Machesky Scholarship Trust Dr. Gloria D. Beal Trust Sister Thea Bowman Trust Thaxton Family Trust

Total Principal

$156,874

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

$743,280

Madison - St. Anthony David Cowger Memorial Trust St. Anthony School Trust St. Anthony School Teacher Trust

Total Principal

$2,058

Madison - St. Joseph 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

$877,608

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Trust Balances by category as of June 30, 2023 Meridian - St. Patrick School St. Patrick School Trust

Total Principal

$392,771

Mobile AL - Spring Hill Bishop Brunini Catholic College Trust Stella Schmidt Trust

Total Principal

$38,032

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

$1,733,212

Vicksburg Schools St. 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

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 Kieran and Siobhan Brennan Priest 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



$1,077,380

 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

$1,630,485

Senior Citizens Bishop's Poor Souls Novena Trust

Total Principal

$262,308

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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

Charles Adams, Jr. ............................................. Florida

Ronnie Mayers .............................................. Cleveland

Eddie Adkins .................................................. Ridgeland

Kyle McConnell .............................................. Columbus

Joe Azar Jr. ...................................................... Batesville

Jim McCraw ...................................................... Jackson

Elizabeth Barber .................................................... Flora

Patty Mekus .................................................... Vicksburg

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

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

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

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

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

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

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

Steve Shirley ..................................................... Jackson

Derek Finley ..................................................... Brandon

Key Smith ......................................................... Natchez

Keith Fulcher ................................................. Hernando

A. J. Stone, Jr. ................................................... Jackson

J.P. Gray ............................................................. Jackson

Yvonne Thaxton ............................................... Brandon

Emily Holman ..................................................... Belden

Mike Upchurch ............................................ Greenwood

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

Christopher Walters ........................................ Brandon

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

Lee White, II ...................................................... Natchez

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

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

Rev. Jason Johnston ...................................... Starkville Bob Lampton .................................................... Jackson Lewis Mallory, Jr. ............................................. Starkville Marcus Mallory ............................................... Columbus

We thank our out going Board Members: Fr. Nick Adam Mark Biggers Margie Delaney

Steve Massey ................................................ Ridgeland Foundation Staff Rebecca Harris Brandi Fournet Catherine Joyce

Accounting Staff Carolyn Callahan Vivian Lee Melissa Smalley

Page 19

THE CATHOLIC FOUNDATION OF THE DIOCESE OF JACKSON, MISSISSIPPI, INC. STATEMENT OF FINANCIAL POSITION June 30, 2023 With Comparative Information as of June 30, 2022

Page 20

THE CATHOLIC FOUNDATION OF THE DIOCESE OF JACKSON, MISSISSIPPI, INC. STATEMENT OF ACTIVITIES For the Year Ended June 30, 2023 With Summarized Information For The Year Ended June 30, 2022