Catholic Foundation - Annual Report 2015

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July 1, 2015 - June 30, 2016

Youth Confirmed in Christ

Dear Friends of the Catholic Foundation: You have made 2016 a wonderful year for many in the Diocese of Pueblo! We are pleased to report that 36 organizations and Catholic Schools received a total of $94,300 in grant awards. The awards covered a wide range of parish and mission programs, with an emphasis on helping youth, and we are proud to say that approximately 98% of all donations from our appeals during the year went directly to fund these grants. We also took advantage of new opportunities to promote charitable giving and manage entrusted resources, such as helping a parish to establish a permanent endowment fund—all of which is an integral part of our mission. We are also excited to announce that 10 organizations received over $20,000 in direct assistance from the Msgr. Delaney Humanitarian Fund. The Humanitarian Fund has been in place for just over a year and already it has greatly expanded the Catholic Foundation’s outreach. What a blessing it has been to welcome these new grantees! During the year I visited a number of these recipients in person, and it is a real joy to see what impact even a small gift can make. Whether it is providing for the most basic of needs, or helping to bring a family back to the Church, the Humanitarian Fund allows the Catholic Foundation to humbly extend a hand to those who reach out.

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This coming year the Catholic Foundation plans to host a few more St. Francis Society Dinners throughout the Diocese. This special evening with Bishop Stephen Berg will In the spirit of Hope in the Gospel, and to continue the work of Jesus Christ, the Catholic Diocese of Pueblo Foundation promotes charitable giving, give donors the opportunity to manages entrusted resources and disburses gifts throughout the Diocese. learn about the Bishop’s vision for the Diocese, and to make a significant gift to the Catholic Foundation. This traditional gathering is also a perfect setting to meet our donors nts Endowme h personally and share the ministry of giving. is r a P w Ne Establish The Catholic Foundation is thankful for all of you, our faithful donors, who make our programs possible. On behalf of Bishop Stephen J. Berg and the Board of Directors, thank you for your continued support in the coming year.

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Steven S. Chargin Executive Director

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Catholic Foundation Grants at Work Work… … Durango Deanery $2,000

LifeGuard, Durango: Funds to assist with the speaker and musician fees for the 5th Annual Southwest Catholic Youth Conference.

$1,500

St. Columba Parish, Durango: Funds to defray the costs to host a 3-4 night parish mission during Advent or Lent.

$4,000

IHM/Pope John Paul II, Pagosa Springs: Funds to purchase AV equipment to utilize current catechetical methods in the adult, youth and bi-lingual faith formation programs.

$2,650

St. Margaret Mary, Cortez: Funds to purchase media presentations and supplies to support the Religious Education Enhancement project, plus funds to support Vacation Bible School.

$1,500

St. Ignatius Parish, Ignacio: Funds to purchase altar supplies, bibles and materials for the faith formation program, plus literature to support evangelization and the Year of Mercy.

Grand Junction Deanery $4,000

Benedictine Sisters of Whitewater, Whitewater: Funds to provide stipends for presenters at the Benedictine Spiritual Formation program in Grand Junction, plus funding for tuition assistance.

$3,000

Grand Junction Deanery, Grand Junction: Funds to provide multiple 13:13 retreat opportunities for Grand Valley Youth Ministry programs and support Confirmation requirements.

$2,000

St. Peter Parish, Gunnison: Funds to purchase textbooks for the elementary, Middle School and Confirmation faith formation programs, plus funding for Vacation Bible School.

$3,000

Sacred Heart Catholic Church, Fruita: Funds to expand Newman Club activities, defray the cost of hosting a parish mission and offset travel and training expenses for Small Church Communities (SCC) volunteers.

$1,750

St. Philip Benizi Parish, Cedaredge: Funds to assist youth traveling to Steubenville of the Rockies Youth Conference.

$2,000

Sacred Heart Parish/St. Margaret Mission, Paonia, Hotchkiss: Funds to promote life-long catechesis by purchasing material for faith formation programs, adult bible study groups, plus funds to support a parish retreat.

$1,700

Queen of All Saints, Crested Butte: Funds to purchase faith formation textbooks, Children’s Liturgy of the Word for Sundays and two instruments to incorporate into the children’s music ministry.

$2,500

Immaculate Heart of Mary, Grand Junction: Funds to support youth ministry programs through new curriculum and music ministry to increase participation, plus support for Newman Club and retreat opportunities.

$2,500

St. Michael Parish, Delta: Funds to assist youth traveling to Steubenville of the Rockies Youth Conference.

Continuing Support for Catholic School Education… Since 2000, the Catholic Foundation has been committed to the support of Catholic School education, granting nearly $200,000 to schools serving families in our Diocese. $4,000

St. Columba Catholic School, Durango: Catholic School tuition.

$4,000

Holy Family Catholic School, Grand Junction: Catholic School tuition.

$4,000

St. John Neumann Catholic School, Pueblo: Catholic School tuition.

$4,000

St. Therese Catholic School: Catholic School tuition.

Alamosa Deanery $500

Holy Family Mission, Ft. Garland: Funds to purchase miscellaneous altar supplies essential for the celebration of the mass.

$2,000

St. Francis Jerome, Center: Funds to provide resources and support for the faith formation programs, including Confirmation retreat opportunities.

$2,250

Our Lady of Guadalupe, Antonito: Funds to support the youth formation program and defray sacramental retreat expenses.

$5,500

St. Joseph Parish, Capulin: Funds to assist youth and chaperones traveling to Steubenville of the Rockies Youth Conference, plus funds to assist with the costs for Middle School youth to attend Totus Tuus camp.


$94,300 in Parish, Mission & Catholic Education Grants La Junta Deanery $3,300

St. Peter Parish, Ordway: Funds to purchase a computer, printer and projector and curriculum to support the faith formation programs, plus funding for Vacation Bible School.

$3,000

OLG/St. Patrick, St. Peter the Apostle and St. Mary Parishes, La Junta, Rocky Ford and Las Animas: Funds to defray the cost of hosting a NET Ministry retreat for Confirmation students from the Arkansas Valley plus yoked missions.

Pueblo Deaneries, North and South $4,000

Pueblo Catholic Youth Ministries, Pueblo: Funds to assist with the speaker/musician expenses and facility fees for the 2017 Catholic Youth Festival, plus funds to provide tuition scholarships to those who need assistance.

$5,000

Pueblo Catholic Newman Clubs, Pueblo: Funds to support Catholic Newman Club activities for all area high schools, including County and Pueblo West.

$2,000

St. Paul the Apostle, Pueblo West: Funds to purchase of hardbound Gather Hymnals for all three liturgical cycles.

$2,500

Our Lady of Mt. Carmel, Pueblo: Funds to assist students traveling to the 2016 Southwest Catholic Youth Conference.

$1,050

Cathedral of the Sacred Heart, Pueblo: Funds to send the youth minister to the National Conference of Catholic Youth Ministers

$1,850

Sacred Heart Parish, Avondale: Funds to purchase publication materials for the faith formation programs, and support for Confirmation retreat opportunities.

$1,700

St. Pius X, Pueblo: Funds to subscribe to FORMED, an on-line catechetical program.

$3,750

St. Leander, Pueblo: Funds to train Eucharistic and liturgical ministers, plus support Vacation Bible School.

$2,000

Shrine of St. Therese, Pueblo: Funds to subscribe to FORMED, an on-line catechetical program.

$1,300

St. Joseph. Pueblo: Funds to support Vacation Bible School, plus funding for the Children’s Choir.

$500

Holy Family, Pueblo: Funds to support Vacation Bible School.

$2,000

St. Benedict, Florence: Funds to implement an adult faith study program to re-evangelize parishioners.

$20,100 Awarded in Humanitarian Grants ... $1,500

Pueblo Catholic Youth Festival

Steubenville of the Rockies

Tom and Louie’s Cupboard

Tom and Louie’s Cupboard, Pueblo: Funds to support the annual Thanksgiving food drive, increasgiving potential by 30% and allowing Tom and Louie to assist up to an additional 150 families.

$4,100

Grand Valley Peace and Justice, Grand Junction: Funds to support the Emergency Shelter Program to provide warm, safe, overnight shelter to the homeless, primarily during the winter months.

$2,000

SOLT Sisters, Capulin: Funds to support the Sisters’ charity ministry in the San Luis Valley, to include visiting the elderly, feeding the poor and providing winter coats, shoes and school supplies to children.

$1,500

Hispanic Affairs Project, Montrose: Funds to support the migrant outreach program which provides direct assistance for food, clothing, medical supplies and other humanitarian needs.

$3,000

$1,000

St. Vincent de Paul Food Bank, Pueblo: Funds to support St. Joseph's food bank which serves the St. Charles Mesa.

Catholic Charities, Pueblo: Funds to support the Alliance to Combat Human Trafficking office.

$1,500

Canon City Pregnancy Center, Canon City: Funds to upgrade the current youth program to a betterrounded, Christian based and morally ethical curriculum.

$4,000

Universal Chastity Education, Pueblo: Funds to defray the costs of holding chastity talks at parishes throughout the Diocese of Pueblo.

ing

$500

A Caring Pregnancy Center, Pueblo: Funds to provide supplies for Life Services classes.

$1,000

La Puente Home, Alamosa: Funds to support the Adelante program which works to lift economically disadvantaged families out of homelessness.


F

iscal Year in Review... Expenses

Net Assets

Contributions

Grants: $114,400 Salaries & Benefits: $77,417 Operating Expenses: $68,748

Designated Unrestricted: $635,822

Grants: $144,400 Salary and Benefits: $77,417 Operating Expenses: $68,748

Unrestricted: $35,074 Unrestricted Contributions: $35,074 Bequests-Unrestricted: Undesignated Unrestricted: $635,822 Temporarily Restricted: $1,447,356 Bequests Unrestricted: $55,997 Designated Unrestricted: $383,231 Seminary Burse Donations: $6,961 Permanently Restricted : $1,139,149 Seminary Burse: $6,961 Temporarily Restricted: $1,447,356 Permanently Restricted: $1,139,149 Undesignated Unrestricted: $383,231

Copies of the 2015-16 audit report compiled by Wall, Smith, Bateman may be obtained by contacting the Catholic Foundation offices. *Represented data compiled before completion of the 2015-16 audit report.

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oard of Directors...

Diocesan Member Most Reverend Stephen J. Berg —Bishop of Pueblo Officers Mr. Rich Folchert, Chairman —St. Peter, Gunnison Mr. Michael Walsh, Vice Chair—St. Michael, Canon City Dr. Ron Ragulsky, Secretary —Our Lady of the Meadows, Pueblo Mr. Gil Orr, Treasurer —St. Paul the Apostle, Pueblo West Board Members Ms. Lisa Lucero Mrs. Martine Orr Mr. Mark Zipse

—Sacred Heart, Alamosa —St. Paul the Apostle, Pueblo West —St. Joseph, Grand Junction

Administrative Staff Mr. Steven Chargin —Executive Director schargin@dioceseofpueblo.org —719-544-9861 ext.1131

Mrs. Delores Montaño —Executive Assistant dmontano@dioceseofpueblo.org—719-544-9861 ext.1132


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atholic Foundation donors... St. Francis Society

Gifts by individuals of $1,000 or more

Anonymous (1) Jean Pierre Aguerre Steve and Mary Jane Chargin Ron & Cathy Diodosio Thomas & Valerie Mortell Ocean 76 Partners Dr. Ronald & Daryl Ragulsky Deacon Michael Rovella St. Daniel the Prophet, Ouray Dennis Svaldi Michael Walsh General Donors Anonymous (32) Ken & Marina Algien Manuel & Mary Archuleta Joseph & Christine Barela James & Glenda Bennett Eugene & Ida Benson George & Frances Besse Michael & Rae Ann Blazer Kathy Bleichrodt Michael Botello Philip Boyer Corrine Bueno James & Roberta Burns Freda Bustos Barbara Camerlo Rose Marie Chacon Alvin & Jenny Chavez Gregory Chavez Pedro Chavira-Loya James & Karolyn Christensen Angela Colarelli Clayton & Karma Conry Carl & Terri Cook Gary & Lorrie Cornella Ron & Norma Corwin Drew & Pat Cronk Ivan & Dona Dale Joseph & Susan Danni Roy & Bianca Davis Marcella DeFoe Ronald & Denise DeJean Valerie DeJoy Annie Deprey & Christopher Murphy Regina DeSalvo Michele DesLauriers Jimmy & Heather DiIorio Tim Dionne Joseph Doak John & Elizabeth Duray Sr. RayMonda DuVall

Kenneth Ely Paul & Barbara Estrada Joseph & Beverly Fitzpatrick, Jr. Charles Gagliardi Joaquin Gallegos Raymond Gallegos Humberto Garcia Ubaldo & Virginia Garcia David & Sylvia Gavato Rev. William Gleeson John & Patricia Glowczewski Mark Gonzales Dr. F.P. Gradisar Eleanor Gutierrez Clement & Marjorie Hausman Sharon Hawkins-Juniel David & Patricia Hayson Robert & Dahrl Henley Duncan & Marilyn Henrikson Elizabeth Herrera Jesse Herrera Stephen Hiza Sandra Holter Debora Hood William & Lynda Horton Ruth Huber Paula Juinta Gene & Ethel Kalmon Carolyn Kelley Knights of Columbus, Montrose Larry & Billie Kramer Diana Lambeth Sara LaSavio Deacon Dan & Marge Leetch Anthony Lippis David & Mary Lee Lobato William & Maria Lopez Mikael Lucas Lisa Lucero Al Lujan Richard & Mary-Jo Madison Derrick & Monica Madrid Charles Maglia Joe Mahoney Richard & Gloria Marks Shirley Marron Jason & Jamie Martinez Jayne Mazur Yolanda Mendoza-Cortes Marianne Mercado Gordon & Geraldine Messer Ann Miklich Bill & Anna Marie Moncrief Anthony Montoya Benedict & Wanda Montoya, Jr.

Matthew & Sharon Mueller Thomas Nelson Jana Newport Edward & Lori O’Donnell Ravin Ogaz Daniel & Monica Oldenburg Hermes & Ernestina Olivas Marie Oreskey Gerald O’Rourke Gil & Martine Orr Donald & Elizabeth Pacheco Randy & Priscilla Padilla Priscilla Peterson Otis and Marsha Preuit Charles Purcell Martha Quillen Lawrence & Rose Marie Raab Rev. Leonard Racki Raymond & Kea Rangel Thelma Reece José & Patricia Reyes Ruben & Dolores Rodriguez Ramon & Dr. Mary Ann Roldan Albino Romero Shannon Roybal Jeffrey Ruybal St. Pius X Parish, Pueblo Michael Salardino Albert Sandoval John & Hope Schirard Marianne Schmalz

St. Leander: Grant to train Eucharistic & Liturgical ministers, plus VBS funding.

Maria Sisneros John & Virginia Skube Debbie Snook Frances Sterling Mary Stewart Sally Stricca William & Kathleen Tembrock


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upporting Catholic Philanthropy in our Diocese

General Donors Emilio Thomas Rowland Thompson, Jr. & Shirley McCabe Jerry & Nancy Tracewell Brinton Turner, III M. Edmund & Gregoria Vallejo Gil & Jacqueline Van Lunsen Edward & Carmen Vasquez Edward & Eleanor Vela Celia Voss Brinton Wallace James Wallace Warren & Gail Weaver Denis & Theresa Weber Catherine White Hal & Susie Wiebers Ruth Williams Robert & Elsie Wodishek William & Sandra Yalotz Mark & Sheila Zipse We regret any omissions or misspellings.

Catholic Foundation Legacy Society We wish to recognize those individuals, past and present, who have designated the Catholic Foundation as a beneficiary of a legacy gift in a Will, Trust or other Planned Giving instrument. With these simple planned gifts, the Catholic Foundation Legacy Society members will help advance our mission today… and tomorrow. +Christine Berry Steve & Mary Jane Chargin +Rev. William Connor Ann B. Cvaniga Rev. Robert Haberman +Msgr. Howard Delaney +Dominic & Christine Fratterelli John & Helen Heit

Priscilla Lucero +Elizabeth M. Marks +José Ruybal +Jerome Rykowski +Rev. Louis C. Stovik Sidney & Phyllis Martin Trust +Helen Vaughn Richard & Constance Wathen

What will your Catholic legacy be? Please contact us if you would like to make a Legacy Gift to the Catholic Foundation through your Will or other Estate Plan.

Whatever your level of wealth, your gift will make a difference!

A special thank you to our business supporters:   

Pueblo Bank & Trust  Corsentino Construction  Montgomery & Steward Funeral Direc-

Security Service Investment Group Law Offices of BuxmanKwitek, P.C.


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