As light and color unite,
the stained-glass windows
in churches throughout the
Archdiocese reveal the images
and mysteries of the Catholic faith
and provide a remindful cascade
of the “presence of God” and His
love for His people.
Dear Brothers and Sisters in Christ,
I am pleased to offer for your review the 2012 Annual
Report of the Catholic Foundation of Oklahoma, Inc. It
tells a story we can all be very proud of and I hope you
will take time to go over it carefully.
During this Year of Faith we are appreciative of the great
gift of our Catholic faith which has been handed down
through the ages from the time of the Apostles. Those
Catholic leaders who came before us had tremendous foresight in establishing the Catholic Foundation of Oklahoma.
It has been an effective instrument for strengthening and
supporting the mission of the Archdiocese of Oklahoma
City, including its parishes, schools and various institutions.
It has born wonderful fruit in providing concrete assistance
in virtually every dimension that touches upon the life of our
beloved Church in Oklahoma.
The practice of Christian stewardship begins with a
sense of gratitude for all that God has given us. It moves us to a responsible cultivation and
sharing of our God-given gifts so that God can be glorified in all things. Stewardship is a way
of life. It is a spirituality that touches every aspect of our lives, including how we use and invest our financial resources. The Catholic Foundation of Oklahoma provides an effective avenue for exercising stewardship of our financial treasure.
I thank you for both your interest and support of the Catholic Foundation of Oklahoma. I hope
that you will help us strengthen its capacity for building up the Church and the vitality of our
Catholic faith for generations to come.
With the assurance of my prayers and best wishes, I am...
Gratefully yours in Christ,
Most Reverend Paul S. Coakley
Archbishop of Oklahoma City
Catholic Schools Opportunity
Scholarships Awarded
The Catholic Foundation administers the Opportunity Scholarship program for the Archdiocese
of Oklahoma City. The program seeks donations for need-based scholarships awarded to
Catholic students to attend Catholic schools within the Archdiocese. The primary purpose of
the program is to allow as many students as possible to attend Catholic schools with tuition
assistance to Catholic families with the greatest need. In 2012, the program awarded 39 scholarships to students from the funds it received in 2011. The Scholarships were distributed to
benefit students at all 21 Catholic elementary and high schools in the Archdiocese.
In 2011, the Oklahoma Legislature passed the Equal Opportunity Scholarship Act that provides
for 50% income tax credits to be given for donations to a Scholarship-Granting Organization
(limited to gifts of $2000 for married couples filing jointly or limited to gifts
of $100,000 for corporations). The Catholic Schools Opportunity Scholarship Fund serves as a SGO and makes tax deductible contributions eligible
for the state tax credit. Up to 75% of each donation can be earmarked to
scholarships for a specific Catholic School.
Archbishop Paul Coakley has expressed his support, “Why do we support
Catholic Schools with enthusiasm? Forming children and youth in the
Catholic faith is a vital task for the Church if we are going to keep faith with
the missionary mandate that Jesus taught when he commissioned his
Apostles saying, “Go, therefore, and make disciples of all nations, baptizing
them in the name of the Father, and of the Son, and of the Holy Spirit,
teaching them to observe all that I have commanded you.” (Mt. 28:19-20).
Handing on the Catholic faith to young people is an essential part of the
Church’s mission to evangelize. Our Catholic schools, by virtue of the
instruction, formation and witness that they provide, are a privileged place
of evangelization. The reason we invest and sacrifice so much in support
of our Catholic Schools is for the sake of this missionary mandate. It is for
the sake of evangelization.”
2012 Highlights
• Total Assets at the Catholic Foundation
reached an all-time high of $47,999,059. The
pooled investment performance for the fiscal
year also had a 3.94% rate of return.
• Catholic Schools Opportunity Scholarship
Fund awarded 39 need-based scholarships
for Catholic students to attend the 21 Catholic
Schools in the Archdiocese
• A Continuing Education Course on Estate
Planning featuring Charles D. “Skip” Fox IV of
Charlottesville, Virginia, was presented by the
Catholic Foundation with over 140 attorneys,
accountants, certified financial planners and
trust officers in attendance.
• Dottie Morris from All Saints School was
awarded the 2012 Catholic Schools Educator
of the Year.
• Kim Boeckman from St. Peter Church,
Woodward, was awarded the 2012 Religious
Educator of the Year.
• A Heart of the Parish Award was presented
to Peggy Kitchens, DRE of St. Peter Church,
Woodward, for her work with the 2012
Woodward tornado disaster.
• Eleventh Annual Catholic Foundation Golf
Classic presented by GMX Resources
contributed over $75,000 to Catholic Schools
and the Catholic Schools Endowment Fund.
• 75 Catholic Students in the Archdiocese were
awarded College Scholarships totaled over
$90,000.
• Educational Grants to Parishes and Schools
in the Archdiocese totaled over $75,000.
• The first Catholic Foundation sponsored
Wills & Trusts Week was held at parishes in
Oklahoma City, Enid, Yukon and Norman to
promote planned giving to the Archdiocese.
• Redesigned website at www.cfook.org
continues to provide current and interesting
Foundation facts and meaningful Planned
Giving information to existing and potential
Catholic Foundation donors.
Named Funds Accomplish Goals
Of Many Catholic Donors
Upon his death two years ago, Reverend Charles Shettler left his estate of $58,000 to St. Francis of
Assisi Church. Father Shettler had been in residence at the parish for over 25 years and everyone
knew him and loved him. Seeking to set up an Endowment Fund to benefit the Church and Rosary
School, and to honor the memory of Fr. Shettler, the Parish Council agreed to make application to
the Robert Glenn Rapp Foundation for a $500,000 matching grant. The initial gift from Fr. Schettler
would be used as a springboard to raise $500,000 from the parish, creating a new endowment of $1
million. The Foundation awarded the matching grant and, as they say, the rest is history. To date,
the parish has raised in cash and pledges $560,000, easily qualifying for the maximum matching gift.
Upon receipt of the remaining pledges, and full payment of the matching grant, the Endowment Fund,
named in memory of Father Charles Shettler, will rise to a value in excess of $1,000,000.
Carolyn (“Carol”) M. Brown, wife of Bill Brown and mother of eight, grandmother of twenty-eight, passed
away in June of this year. Carol’s life work, as she so blissfully described it, was raising her family.
She was a devoted mother and grandmother, and likewise had a real devotion to all mothers and children. She never saw a baby she didn’t want to hold in her arms. She truly loved and was forever
grateful for the gift of family. Along with Carol’s eight children, Bill set out to find a way that they could
properly honor Carol’s memory. Given Carol’s affinity for family, they contacted Birth Choice of Oklahoma and asked how they could help that organization accomplish its mission in helping mothers and
children throughout our community. Barbara Chishko, executive director of Birth Choice, indicated that
the organization needed operating and program funds most of all. This fall the Brown Family established
the Carol M. Brown Memorial Fund as an endowment and program fund for Birth Choice. This Fund
will help meet the operating and program needs of Birth Choice, not only now, but for years to come.
In 1922, at the age of 35, Joseph Danne penned his last will and testament on his farm near
Kingfisher. His will was as enthusiastic as his devotion to experimentation and plant breeding. In the
8-page hand written document, no detail was left to chance – for Joseph Danne wanted to accomplish
two things when he left this world: First he wanted no one to profit financially from his experimentation.
And, secondly, he would bequest all of his worldly possessions to establish the Joseph Danne Foundation,
with one intention – “to benefit mankind as much as possible, through the Roman Catholic Church.” Danne
went on to develop a wheat strain he called “Triumph” – which at the time of his death was sowed on two
of every three acres of Oklahoma wheat farms. Joseph Danne was as much a genius as he was a visionary.
An eccentric living like a hermit, with little more than an elementary school education – Joseph Danne’s
greatest “Triumph” was the impact his well planned legacy continues to have as an Endowment Fund at
the Catholic Foundation.
Named Funds in the form of
Scholarship Funds, Memorial Funds or
Donor Advised Funds can be created at
the Catholic Foundation with a gift as
little as $5000. Contact the Foundation
office if you would like more information
about creating a Named Fund.
Tom and Judy Love believe in education and more importantly Catholic education. They know that it is important that
Catholic Schools are affordable to all Catholic students. In
2011 they established the Edmund A. McCarthy Scholarship
Fund for Bishop McGuinness Catholic High School students.
This fund honored Judy’s brother, Ed McCarthy. They followed up this year with the establishment of the Tom & Judy
Love Scholarship Fund to provide additional scholarships for
McGuinness students. The first scholarships were awarded
this fall to the high school students. Although Tom graduated
high school from St. Gregory’s, Judy and their four children
are all Bishop McGuiness Catholic High School graduates.
Currently five of Tom and Judy’s grandchildren have graduated or currently attend McGuinness. As longtime supporters of many Catholic causes, Tom and Judy Love put their
faith into action with these Endowed Scholarship Funds.
Catholic Foundation’s
Scholarships Total
Over $90,000 for 2012
Catholic Foundation Endowment Scholarships
Taylor Allen..............................St. John the Baptist, Edmond...........................................................OSU
Cecelia Bannister ..................St. John Nepomuk, Yukon .................................................................OU
Heather Bernsten ....................St. Ann, Elgin...............................................................................NEOSU
Jeff Biggerstaff ........................St Mary, Medford ..............................................................................OSU
Olivia Bowlan ........................St. Benedict, Shawnee.................................OU Health Sciences Center
Dylan Boyle ............................St. Theresa of Avila, Harrah................................................................OU
Nikolas Bray ............................Our Lady’s Cathedral..........................................................................OU
Kaitlyn Bridges ......................Our Lady’s Cathedral ......................................................................UCO
Benjamin Brzozoweksi ..........St. Theresa of Avila, Harrah .............................................................OSU
Riley Buckley ..........................St. Gregory the Great, Enid..............................................................OSU
Michelle Bules ........................St. Mary, Medford .............................................................................OSU
Humberto Cervantes ..............St. Joseph, Hennessey ..............................................................SWOSU
Pamelia Colley ......................St. Benedict, Shawnee.....................................................................UCO
Vince Dao................................St. Mary, Ardmore ...........................................................................UCO
Julia Davidoff ..........................St. Eugene, OKC................................................St. Gregory’s University
Yesenia Estrada ......................St. Joseph, Buffalo .....................................................................NWOSU
Francisco Franco ..................Sts. Peter and Paul, Kingfisher ........................................................UCO
Matthew Fuksa........................St. Joseph, Hennessey................................Northern Oklahoma College
Elizabeth Grim ........................Our Lady of Sorrows, Chandler..........................St. Gregory’s University
Mary Ann Grover ....................St. Andrew, Moore ..................................................................undecided
Katherine Harris ....................St. Benedict, Shawnee .......................................................................OU
Yesenia Hernandez ................St. Mary, Clinton ........................................................................SWOSU
McKenzie Housh ....................St. John Nepomuk, Yukon ..........................................................SWOSU
Jerome Krug............................St. Monica, Edmond ................................Conception Seminary College
Alyson Kuehn ..........................Epiphany, OKC ...................................................................................OU
Justin Larres............................St. Ann, Elgin....................................................................................OSU
Lauren Larres..........................St. Ann, Elgin....................................................................................OSU
Uytran Khai Le ......................St. Andrew Dung-Lac .................................................................SWOSU
Tin Luong ..............................St. Andrew Dung-Lac ................................................................SWOSU
Ashlee Lusch ..........................St. Paul the Apostle, Del City ...................................Newman University
Tori Marshal ............................St. Eugene, Weatherford.............................................................NEOSU
Pierina Melendez ..................St. Eugene, OKC..............................Oklahoma City Community College
Myles Melson ........................Our Lady of Sorrows, Chandler..........................St. Gregory’s University
Andrew Murphy ......................St Francis of Assisi, OKC ..................................OK Wesleyan University
Colin Murray............................Christ the King, OKC ..........................................................................OU
Steven Nguyen........................St. Francis of Assisi, OKC...................................................................OU
Kevin Nolan ............................St. Damien of Molokai, OKC ...................................Ave Maria University
Michael Nolan ........................St. Damien of Molokai, OKC ..................................Ava Maria University
Gilda Palacio ..........................St. Peter, Woodward ..................................................................NWOSU
John Pham ..............................St. Andrew Dung-Lac..........................................................................OU
Andy Phamille ........................St. Andrew Dung-Lac ......................................................................UCO
Erica Poe ................................St. Joseph, Ada ................................................................................OSU
Aschley Ramjack ....................Epiphany, OKC.................................................................................UCO
Toby Rives ..............................St. Francis of Assisi, OKC ...............................................................OCU
J. Michael Rudkins ................Sts. Peter and Paul, Hobart................................................................OU
Jasmine Sanchez....................St. Mary, Clinton .................................................................................OU
Lillian Seay..............................St. Paul the Apostle, Del City ...........................................................UCO
Marta Stang ............................Sts. Peter and Paul, Kingfisher...........................................................OU
Jacob Stoncipher ..................St. Peter the Apostle, Guymon ..........................................................OU
Justin Thrash ..........................Epiphany, OKC ...................................................................................OU
Catholic Foundation Board Member Pete Dimond and Reverend Larok Martin presented Katherine
Caughlin with the Bob Little Pastoral Musician Scholarship Award. Katherine is a member of the St.
Joseph parish community in Tonkawa. She recently graduated from Ponca City High School and will
attend Westminster Choir College in Princeton, New Jersey.
Tovan Tran ..............................St. Andrew Dung-La ..........................................................................OU
Xuan-Nhi Tran ........................St. Andrew Dung-Lac .......................................................................OSU
Yvan Tran ................................St. Andrew Dung-Lac..........................................................................OU
Shana Usiukiewicz ..................St. Eugene, OKC .............................................................................OCU
Monica Valois ..........................St. Benedict, Shawnee.................................OU Health Sciences Center
Bob Little Pastoral Musician’s Scholarship
Katherine Caughlin..................St. Joseph, Tonkawa .....................................Westminster Choir College
Nolan Reilly ............................Our Lady’s Cathedral..........................................................................OU
C.W. and Frances Aneshansley Scholarships
Seidy Marquez ......................St. Mary, Clinton .........................................................................SWOSU
Guadalupe Marquez................St. Mary, Clinton...............................................................................UCO
Abigail Ruiz ............................St. Mary, Clinton ................................................................................OU
Evelyn & Kathryn Hau Scholarships
Conner Brinkley ......................Sacred Heart, El Reno........................................................................OU
Cody Lee ................................St. Gregory the Great, Enid........................................................SWOSU
Mikaela Malatin ......................St. Gregory the Great, Enid.........................Northern Oklahoma College
Troy Wilczek............................Sts. Peter and Paul, Kingfisher .......................................................OSU
Amelia P. Davis & Elizabeth H. Davis Lawrence Scholarship
Patricia Hess ..........................St. Francis Xavier, Enid ................................Southern Illinois University
Christina Hladik ......................St. Francis Xavier, Enid ......................................................................OU
Conner Hufnagel ....................Sacred Heart, El Reno ....................................................................OSU
Whitney Kyser ........................St. Francis Xavier, Enid....................................................................OSU
Abbey Zuech ..........................St. Gregory the Great, Enid ...............................................................OU
Helen R. Hall Nursing Scholarship
Nikole Minqura ......................Our Lady of Guadalupe, Hollis ..................................................SWOSU
P.B. Connelly Medical Scholarship
Nghiep Nguyen ......................St. Andrew Dung-Lac ........................................OU College of Medicine
2012 Grant Recipients
All Saints School ..................................Norman ...............................Mindstorms Project – Lego Robotics
Bishop John Carroll School ..................Oklahoma City ..........................Electronic Readers and E-Books
Bishop McGuinness High School ........Oklahoma City ............................................Physics Lab Upgrade
Christ the King Church ........................Oklahoma City ...............Formation Workshop for Level II – CGS
Church of the Epiphany of the Lord ....Oklahoma City .................Large Flat Screen Television and DVD
Church of the Good Shepherd ............Boise City.............................................Video Conferencing/Wi-Fi
Good Shepherd Church ......................Marietta .............Retreats, Bibles, Amplifiers, US Flag, Crucifixes
Good Shepherd School ........................Oklahoma City ................Supplies for Teaching & Parent Comm.
Holy Name Church ............................Chickasha.........................Education Technology and Resources
Holy Name Church ............................Shattuck.......................Seeds of Faith Adult Formation Materials
Holy Trinity School................................Okarche..............................Parish Data Systems School Module
Mount Saint Mary High School ............Oklahoma City ...................10 Netbooks for Science Department
Our Lady of Perpetual Help Church ....Sterling................................Projector & Screen (with installation)
Prince of Peace Church ......................Altus.................................................Video Conferencing Camera
Rosary School ......................................Oklahoma City...................................................Chess Tutor Sets
Sacred Heart Church............................Oklahoma City.... 2 Projectors/Screens for Adult Faith Formation
Sacred Heart Church ..........................Mooreland ...................................Seeds of Faith Adult Formation
Sacred Heart School ..........................Oklahoma City.....Remediation & Advancement Individ. Learning
Saint Benedict Church ........................Shawnee ................................... Classroom Technology upgrade
Saint Elizabeth Ann Seton School ........Edmond ............................................iPad Integration in Teaching
Saint Eugene Church ..........................Weatherford ..........................Technology for Religious Education
Saint Eugene School ............................Oklahoma City.....................Educational Contest Buzzer System
Saint Francis Cabrini Church ..............Beaver ...................................Classroom audio/visual equipment
Saint Francis of Assisi Church..............Oklahoma City..................Library and Resource Center upgrade
Saint Francis of Xavier Church ............Enid..............................................Summer Program - Totus Tuus
Saint Gregory University ......................Shawnee .............................................Buckley Team Technology
Saint Helen Church ..............................Frederick............................................Religious Education Chairs
Saint James the Greater School ..........Oklahoma City ........................................................Smart Boards
Saint Joseph Church ..........................Ada ..............................................Steubenville Youth Conference
Saint Joseph Church ..........................Blackwell......................................Steubenville Youth Conference
Saint Joseph Church ..........................Buffalo......................................Youth Ministry Program materials
Saint Joseph Church ..........................Hennessey ...................Midwest Steubenville Youth Conference
Saint Joseph Church ..........................Tonkawa ......................................Steubenville Youth Conference
Saint Joseph Church ..........................Union City ..............Echoes of Faith Plus - Catechist Certification
Saint Joseph Old Cathedral..................Oklahoma City ..........Supplies for Bilingual RE program/ Echoes
Saint Joseph School ..........................Enid ...................................Interactive Technology Improvements
Saint Katharine Drexel Ret. Ctr. ..........El Reno ....................Educational Equipment for Staff Classroom
Saint Mark the Evangelist Church ........Norman ...................................................Youth Laptop Computer
Saint Mary Church ..............................Ardmore ..........Youth Group/Folkloric Dance Group/Fall Carnival
Saint Mary Church ..............................Guthrie.........................................Steubenville Youth Conference
Saint Mary School ..............................Guthrie.............Religious and Leadership Development Retreats
Saint Mary School ..............................Lawton...................Amplification Assisting Academics (Phase III)
Saint Patrick Church ............................Oklahoma City......................................R.E. Books and Materials
Saint Patrick Church ..........................Anadarko ...........................................Education Office Computer
Saint Paul the Apostle Church ............Del City ....................Youth Bibles & Handbooks for HS Students
Saint Peter Church ..............................Woodward............................................Catholic Heart Workcamp
Saint Philip Neri School ........................Midwest City.......................Hands-on STEM Science Equipment
Saint Rose of Lima Church ..................Perry .........................................................Year of Faith Materials
Saints Peter and Paul Church ............Hobart..........................................Steubenville Youth Conference
Saints Peter and Paul School ..............Kingfisher.....................................................New computer tower
Catholic Foundation Supports
Many Catholic Causes
The Catholic Foundation has endeavored to support Catholic causes within the Archdiocese through different programs with support of many individuals. In addition to the
College Scholarship Program, the Educational Grants Program and the Catholic
Schools Opportunity Scholarship program, the Foundation supports several other
activities that deserve special note. All of these programs are aimed at raising
awareness of the benefits of supporting the Catholic Foundation.
In 2012, the Catholic Foundation sponsored the second annual Continuing Education
Course on Estate Planning. This four-hour course qualified attendees for continuing
education credit for the licensing organizations of attorneys, certified financial planners and accountants. Nationally prominent presenter, Mr.
Charles D. Fox IV, an attorney from Charlottesville, VA, was the speaker and 142 persons attended the event. The Foundation benefits by
exposing the attendees to the mission of the Foundation and charitable gift planning that could benefit their clients and customers. The
presenting sponsor was Bank of Oklahoma.
This year marked the 11th Annual Catholic Foundation Golf Classic. The Golf Classic was
held on June 4, 2012, at Gaillardia Country Club. The presenting sponsor was GMX
Resources. Over 200 players vied for trophies and prizes with the ultimate beneficiary the
Catholic Schools Endowment Fund and the 21 individual Catholic Schools in the Archdiocese. Over $75,000 was netted by the event that included
an awards dinner and auction. A full day of golf and fellowship was enjoyed by all.
The Archbishop’s Trophy was
won by a team of Bishop
McGuinness Catholic High
School golf team members.
At the Fall Teachers In-service Day and the Catechetical Congress, the Catholic
Foundation awarded the Catholic Schools Educator of the Year Award and the
Religious Educator of the Year Award. Both awards are presented to teachers
and catechists who demonstrate the best in their profession. This is not meant
to be a popularity contest but rather the criteria are to honor educators who
exhibit qualities, skills and leadership that have made a difference in the lives of
others in their Parish or Catholic School. The Award Winners must exemplify
the Catholic Education mission statement of the Archdiocese of Oklahoma City:
“The development of the whole person of the student, spiritually, intellectually,
personally, socially and physically.” Dottie Morris was awarded the Catholic
Schools Educator of the Year Award and Kim Boeckman was awarded the
Religious Educator of the Year Award. Both awards were accompanied by a
$5000 grant to the school or parish of the recipient.
The Catholic Foundation of Oklahoma adopted a program in 2009 that would
place monuments depicting the Ten Commandments at each Catholic elementary and secondary schools in the Archdiocese as a guide to all Catholic students
in their faith formation. The Catholic Foundation of Oklahoma, Inc. has offered
matching funds up to $2500 towards the purchase and installation of each monument at a school. The Foundation is seeking donations, grants and matching
funds towards the $5000 total cost. The Foundation can order, have manufactured and install monuments at any of the School locations (including shipping)
once the total cost of $5000 is raised. In 2012, the monument at St. Mary School
in Lawton was blessed by the Archbishop at his annual visit. Monuments at St.
Elizabeth Ann Seton School and Sacred Heart School in El Reno have been
ordered and the Monument at St. Philip Neri School has been installed this year.
INVESTING IN THE FUTURE OF OUR FAITH
Asset Growth: Last 10 Years
Statement of Financial Position
June 30, 2012
June 30, 2011
$179,749
40,123
47,614,746
184,697
$48,019,315
$173,564
36,657
42,844,352
164,862
$43,219,435
$138,099
1,621,552
39,135,166
$40,894,817
$170,645
1,379,898
34,308,905
$35,859,448
$5,417,846
1,288,762
417,890
$7,124,498
$5,738,316
1,203,781
417,890
$7,359,987
$48,019,315
$43,219,435
Assets
Cash
Accounts and Notes Receivable
Investments
Other
Total Assets
Liabilities and Net Assets
Liabilities
Distributions and Accounts Payable
Annuities Payable
Funds Held for Others
Total Liabilities
Net Assets
Unrestricted - Designated
Temporarily Restricted
Permanently Restricted
Total Net Assets
Total Liabilities and Net Assets
Statement of Activities
Net Total Assets – Beginning Balance ................................................$ 7,359,987
Contributions and Fundraising ................................................................$
244,353
Investment Income and Other Income ....................................................$
358,816
Gain (loss) on Investments......................................................................$ (177,293)
Administrative Expense...........................................................................$
(275,676)
Program Expenses..................................................................................$
(385,689)
Net Total Assets – Ending Balance .....................................................$ 7,124,498
Decrease in Net Assets ........................................................................$ ($235,489)
Funds Held for Others
Archbishop Beltran/Villanova Apartments ..........................................................$114,856
Birth Choice of Oklahoma ..................................................................................$164,402
Bishop McGuinness - Mideke Scholarship Fund ................................................$229,708
Bishop McGuinness - Operating Endowment ....................................................$134,184
Bishop McGuinness - Teachers Continuing Education Endowment ..................$289,085
Bishop McGuinness - Ed McCarty Scholarship Fund ..........................................$98,111
Bishop McGuinness – Tom & Judy Love Scholarship Fund................................$157,939
Blessed Sacrament - Lawton - St. Mary School Endowment ..........................$1,112,111
Catholic Charities ............................................................................................$1,417,085
Christ the King - Building Fund ..........................................................................$399,533
Christ the King - Education Endowment ............................................................$771,532
Christ the King - Family Center Endowment ......................................................$541,941
Christ the King - Mixed Restricted Fund ..............................................................$71,714
Christ the King - School Endowment ................................................................$149,396
Colegio Catholico Padre Stanley Rother (Guatemalian) ......................................$95,279
Corpus Christi - Church Endowment ..................................................................$114,390
Crested Butte - Tulsa ..........................................................................................$28,861
Clarence Joseph & Alma Horner Foundation ..................................................$1,001,715
C.W. & Frances Aneshansley Education Fund....................................................$358,239
David Mileur Charitable Trust ............................................................................$133,033
Epiphany - Education Fund ..................................................................................$53,371
George & Nola Faye Pribil Memorial Trust ........................................................$458,926
Good Shepherd School Fund ......................................................................................$95
Guatemala Mission - Robert A. Street Family Endowment ....................................$2,214
Joseph Hansen Memorial Trust (Duncan) ..........................................................$181,579
Holy Cross - Madill - Church Endowment ............................................................$40,608
Holy Family Home - Catholic Charities Endowment ..........................................$904,075
Holy Family Syro-Malabar ....................................................................................$15,377
Holy Family - Lawton - Crimmins ........................................................................$28,973
Holy Family Harold and Constance Brand Endowment ....................................$320,913
Holy Name - Shattuck - Church Endowment ........................................................$15,930
Holy Trinity - Okarche - Harold & Carolyn Wittrock Education Fund ....................$28,220
Holy Trinity - Okarche - Church Endowment ......................................................$209,166
Holy Trinity - Okarche - School Endowment ......................................................$406,760
John & Minnie Behar Fund (Tonkawa) ................................................................$177,315
Knights of Columbus Council 1038 ....................................................................$298,627
Knights of Columbus Foundation ......................................................................$501,233
Knights of Columbus Fund – Clinton Western Council ..........................................$5,003
Mark Britten Memorial Endowment ........................................................................$1,022
Mount Saint Mary High School - Adolphine E. Quasebarth Endowment ............$17,639
Mount Saint Mary High School - Robert Glenn Rapp Endowment ....................$164,016
Our Lady of Guadalupe Camp - Jake Meier Memorial Fund ..................................$9,895
Our Lady of Guadalupe Camp - Robert A. Street Family Endowment ..................$6,499
Our Lady's Cathedral - Alice Ruth Hamby St. Jude Scholarship Fund ................$34,555
Our Lady's Cathedral - Eileen Dougherty Scholarship Fund ................................$13,118
Our Lady's Cathedral - Maintenance Endowment ..............................................$186,853
Our Lady's Cathedral - Shaun David Walters Memorial Fund ..............................$38,700
Pastoral Music and Fine Arts Endowment Fund........................................................($70)
Prince of Peace - Altus - Scholarship Fund ..........................................................$11,958
Sacred Heart - Alva - A.A. Isenbart Scholarship Fund ........................................$10,637
Sacred Heart - Alva - Memorial Fund ................................................................$106,518
Sacred Heart - School Endowment ....................................................................$169,751
Sherri McLaughlin/Fr. Stanley Rother ..................................................................$53,685
Shonda Ellette Trust ..........................................................................................$289,039
St. Ann Nursing Home - Endowment Fund ........................................................$248,552
St. Anthony of Padua - Okeene - Church Endowment ........................................$19,617
St. Anthony of Padua - Okeene - Church Maintenance ......................................$27,749
St. Charles Borromeo - Children's Fund ..............................................................$24,247
St. Charles Borromeo - Education Trust ............................................................$296,863
St. Charles Borromeo - Frederick Bird Endowment ..................................................$115
St. Eugene - Grade School Scholarship Endowment ........................................$571.631
St. Eugene - High School Scholarship Endowment ..................................................($33)
St. Eugene - New Church Fund ................................................................................($19)
St. Eugene - Weatherford - Church Endowment ..................................................$70,221
St. Francis of Assisi - Church Trust ....................................................................$197,792
St. Francis of Assisi - Fr. Schettler - Rosary School ..........................................$578,329
St. Francis of Assisi - Rev. John Petuskey Scholarship Fund ................................$2,891
St. Francis of Assisi - Rev. William Eichhoff Burse ..............................................$32,760
St. Francis of Assisi - Rosary School Trust ........................................................$816,163
St. Francis Xavier - Enid - Calvary Cemetery ....................................................$356,126
St. Francis Xavier - Enid - St. Joseph School Endowment ..................................$42,382
St. Gregory the Great - Enid - Dorothy Phillips Memorial ..........................................$243
St. Helen - Frederick - Mary Nichols Endowment ................................................$10,025
St. James - Mary Denn Memorial Scholarship Fund ..........................................$163,862
St. James - School Endowment ........................................................................$251,546
St. John Nepomuk - Yukon - Education Endowment ........................................$729,770
St. John Nepomuk - Yukon - Heidlauf-Morris Endowment Fund ........................$173,615
St. John the Baptist - Char Dill Scholarship Fund ................................................$13,574
St. John the Baptist - Edmond - Church Endowment ..........................................$32,121
St. John the Baptist - Emil F. Buettner Scholarship Fund ....................................$25,819
St. John the Baptist - Rev. John Petuskey Scholarship Fund ............................$383,734
St. John the Baptist - Senior Services Fund ..........................................................$8,481
St. John the Baptist - St. Elizabeth Ann Seton School - Reserves ....................$602,783
St. John the Baptist - St. Elizabeth Ann Seton School Endowment ..................$269,667
St. John the Baptist - Women Society Fund ..........................................................$2,390
St. Joseph - Ada - Endowment Fund ................................................................$104,205
St. Joseph - Ada - Spiritual Growth Endowment ..................................................$49,315
St. Joseph - Buffalo - Church Endowment ............................................................$2,045
St. Joseph Parish – Blackwell – Church Fund ......................................................$88,321
St. Joseph Parish – Blackwell – Endowment Fund ............................................$111,716
St. Joseph - Hennessey - Capital Improvement Endowment ............................$102,376
St. Joseph - Hennessey - Cemetery Fund ..........................................................$36,742
St. Joseph - Hennessey - Eva Stalder Memorial Fund ......................................$131,975
St. Joseph - Hennessey - Hladik Endowment ......................................................$58,503
St. Joseph - Hennessey - Louise M. Miller Trust ..................................................$23,560
St. Joseph - Hennessey - Nellie P. Cerny Memorial Fund ..................................$57,464
St. Joseph - Norman - Maintenance Endowment Fund ......................................$33,905
St. Joseph - Tonkawa - Church Endowment ..........................................................$9,875
St. Joseph - Union City - Scholarship Endowment ..............................................$37,442
Aneshansley SMCC Fund ..................................................................................$277,914
St. Mary - Ponca City - Church Endowment ......................................................$160,101
St. Mary - Ponca City - School Endowment ......................................................$153,633
St. Michael - Goltry - Church Endowment ..............................................................$9,770
St. Patrick - Anadarko - Church Endowment ......................................................$418,236
St. Peter - Woodward - Church Endowment ........................................................$43,986
St. Peter - Woodward - Scholarship Endowment ................................................$95,432
Sts. Peter and Paul - Kingfisher - School Endowment ......................................$115,208
St. Philip Neri - Church Endowment ....................................................................$61,613
St. Philip Neri - School Development Endowment ............................................$355,005
St. Robert Bellarmine - Jones ..............................................................................$89,904
St. Rose of Lima - Watonga - Church Endowment ............................................$207,661
St. Rose of Lima - Watonga - Scholarship Fund ....................................................$4,983
St. Rose of Lima – Watonga - Mary Moudry Fund ................................................$22,138
St. Rose of Lima - Perry -- Endowment Fund......................................................$116,439
St. Rose of Lima – Perry – Church Maintenance Fund ..........................................$5,280
St. Teresa of Avila - Harrah- Youth Fund ................................................................$1,077
St. Wenceslaus - Prague - Shrine of the Infant Jesus Endowment ......................$86,482
Carmelite Sisters - Welfare and Support Trust ................................................$4,880,130
Tony & Alice Zaloudek Memorial Fund ....................................................................$2034
Charitable Remainder Life Income Fund Trusts Payable....................................$180,071
Archdiocese of Oklahoma City:
Campus Ministry ..................................................................................................$37,961
Catholic Schools Endowment ........................................................................$2,874,734
Crested Butte - Oklahoma City ............................................................................$30,159
Joseph Danne Foundation ................................................................................$807,541
Maloney Memorial Fund ..................................................................................$2,223,735
Our Lady of Guadalupe Camp Endowment ......................................................$593,269
Pastoral Ministry ................................................................................................$187,841
Priest's Retirement and Welfare ......................................................................$1,987,868
Seminarian Burse Fund ..................................................................................$1,366,346
St. Ann's Retirement Center ................................................................................$47,172
St. Joseph's Childrens Home ............................................................................$654,740
Total funds held for others ..........................................................................$39,135,166
2012 EXECUTIVE COMMITTEE
Most Reverend Paul S. Coakley ...................................................Chairman of the Board..........................................................................Archbishop of Oklahoma City
Tony Tyler .......................................................................................President .....................................................................................................................St. Mark, Norman
Dr. Charles Lawrence ....................................................................President-Elect...........................................................................................St. Gregory the Great, Enid
Karen Rieger...................................................................................Vice-President...........................................................................................St. Joseph Church, Norman
Thomas Avant................................................................................. Immediate Past President ................................................................................Sacred Heart, El Reno
David Johnson ...............................................................................Secretary/Treasurer .................................................................St. Charles Borromeo, Oklahoma City
Barney Semtner..............................................................................Executive Director ..............................................................................Christ the King, Oklahoma City
2012 BOARD OF DIRECTORS
Alan Aneshansley ..........................................................................Business Owner...........................................................................................................St. Mary, Clinton
Reverend Rex A. Arnold ................................................................Pastor............................................................................................................................St. Mary, Clinton
John H. Baransy.............................................................................Retired Business Executive .................................................................................St. Peter, Woodward
Mary Beadles ..................................................................................Community Volunteer ..............................................................Our Lady’s Cathedral, Oklahoma City
Don Creel ........................................................................................Insurance Executive...............................................................................Assumption Church, Duncan
John L. “Pete” Dimond..................................................................Retired Business Executive..................................................................................St. Mary, Ponca City
Russ Farley, Jr. ...............................................................................Professional Golfer .......................................................................................................St. Joseph, Ada
Reverend James Greiner...............................................................Pastor .....................................................................................................................Holy Spirit, Mustang
John Hefner ....................................................................................Oil & Gas Executive....................................................................St. Francis of Assisi, Oklahoma City
Kevin Karpe ....................................................................................Trust Executive ......................................................................................................St. Mary, Ponca City
Jerry Kelley.....................................................................................Attorney ...............................................................................................Christ the King, Oklahoma City
Thomas W. Linville.........................................................................Bank Executive.........................................................................................Blessed Sacrament, Lawton
Mary McAnulty................................................................................CPA ............................................................................................Our Lady’s Cathedral, Oklahoma City
Chad McDougall .............................................................................Oil & Gas Executive ............................................................................Christ the King, Oklahoma City
Sherri Merle ....................................................................................Accountant & Audit........................................................................................St. Eugene, Weatherford
Susan Moran Crowder ...................................................................Attorney ..............................................................................................Christ the King, Oklahoma City
Larry Neubauer...............................................................................Accounting ................................................................................................................St. Mary, Ardmore
Jacqueline “Jill Nisbet...................................................................Adult Educator .......................................................................................St. John the Baptist, Edmond
Douglas Oliver................................................................................Financial Advisor .....................................................................St. Charles Borromeo, Oklahoma City
Dr. Joseph Otto...............................................................................Dentist.....................................................................................................................St. Mary, Ponca City
Manuel Sanchez .............................................................................Bank Executive ............................................................................................St. John Nepomuk, Yukon
Leonard Taron ................................................................................Business Owner ................................................................................................St. Benedict, Shawnee
Jaimee Zorio ...................................................................................Geologist ................................................................................................................St. Monica, Edmond
Catholic Foundation Board Members: (Front Row
L to R) David Johnson, Mary McAnulty, Karen
Rieger, Tony Tyler, Archbishop Paul Coakley, Dr.
Charles Lawrence, John Hefner, Susan Moran
Crowder, (Second Row L to R) Doug Oliver, Manny
Sanchez, Pete Dimond, Jerry Kelley, Leonard
Taron, Mary Beadles, Jill Nisbet, Rev. James
Greiner, (Third Row L to R) Chad McDougall, Barney Semtner, Rev. Rex Arnold, Alan Aneshansley,
Larry Neubauer, John Baransy, Don Creel, Tom
Avant and Kevin Karpe. (Board Members not pictured are Russ Farley, Joe Otto, Sherri Merle, Tom
Linville and Jaimee Zorio)
Endowment Funds...
Endowment Funds at the Catholic Foundation continue to provide a steady source of revenues to many Catholic ministries
throughout the Archdiocese year-in and year-out. Named Funds in the form of Scholarship Funds, Memorial Funds or Donor
Advised Funds can be created at the Catholic Foundation with a gift as little as $5000. Earnings from a Named Fund can be
directed to one or multiple causes of the donor’s choice. Whether it is to benefit your parish, your Catholic school, a Catholic
ministry or any 501(c)(3) organization that follows the teachings of the Catholic faith, your gift or legacy gift that establishes
an Endowment Fund will ensure the church or non-profit organization has the resource to continue for years to come. The
Catholic Foundation provides a strong record of performance in income and asset growth of its investments. The Foundation
also insures that its assets are invested using the United States Council of Catholic
Bishops’ Socially Responsible Investment Guidelines. When you give, Give Catholic.
Support the Catholic Foundation and its mission to “invest in the future of our faith.”
INVESTING IN THE FUTURE OF OUR FAITH
The Catholic Foundation of Oklahoma, Inc.
7501 N.W. Expressway / P.O. Box 32180 • Oklahoma City, Oklahoma 73123-0380 • 405-721-4115
www.cfook.org • [email protected]