Catholic Foundation

Ensuring the faith for generations to come

for the People of the

catholicfoundationdob.com

Diocese of Bismarck

2016-17 Annual Report

Ensuring the faith ... for generations to come

Message from the Bishop

Dear Brothers and Sisters in Christ,

I write again to you as I have done in the past to express my profound and continued gratitude for your exemplary and faith-filled generosity to God’s Holy Church in the Diocese of Bismarck.

As you can readily see from this annual report, your parishes, Catholic schools, parish and diocesan ministries, our seminarians and our active and retired priests continue to benefit from your generous gifts, and most especially from your kind and continued daily prayers.

With each passing fiscal year I am so encouraged that the many funds in the Catholic Foundation continue to grow and produce that much needed support so that all of us can continue to serve God and others with that assurance which only our faith gives us. We continue to bear witness to Jesus in our parish and diocesan lives of prayer and worship, our parish and diocesan outreach to all who are in need physically and spiritually, and our parish and diocesan efforts for Catholic education of our children, youth, young adults and every member of God’s holy people in Western North Dakota.

The Catholic Foundation for the People of the Diocese of Bismarck, by its very name, tells you that this is your Foundation. Your personal or parish gifts and investments in your Foundation will continue to bear good fruit for years to come. Please continue to be generous and know that I am committed to ensuring that your funds are cared for and managed as our Catholic Church requires them to be. In the end, all that we do is for the greater honor and glory of Almighty God Who gives each of us every good gift.

Thanks to all of you once again. I entrust you and those whom you love to the loving care and embrace of Our Blessed Lady and good Saint Joseph, her chaste spouse.

Gratefully yours in Christ Jesus,

Most Reverend David D. Kagan Bishop of Bismarck

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Catholic Foundation

Ensuring the faith for generations to come

for the People of the

catholicfoundationdob.com

Diocese of Bismarck

520 N. Washington St.Bismarck, ND 58501

701-204-7206877-405-7435

CatholicFoundationDOB.com

MemberMost Reverend

David D. Kagan,D.D., P.A., J.C.L

Bishop of Bismarck

Board ofDirectors

Deacon Michael Fix,President

Dean Rubbelke,Vice President

Steve Wangler,Secretary/Treasurer

Very Rev. Shane Campbell

Very Rev. Brian Gross

Very Rev. Jared Johnson

Very Rev. Chris Kadrmas, J.C.L

Patrick Lengenfelder

Rev. Msgr. Gene Lindemann, J.C.L.

Very Rev. Adam Maus

Rev. Msgr. Thomas Richter

Deacon Dennis Rohr

Aaron Schmit

Todd Schweitzer

Very Rev. Keith Streifel

Message from the President

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Dear Friends,

As President of the Board of Directors, it is my distinct honor to bring you this 2016-2017 Annual Report of the Catholic Foundation for the People of the Diocese of Bismarck.

Because of your great faith and stewardship, the Foundation has seen yet another fruitful year. I invite you to spend some time with this report to witness the difference you are making, and as you do, please note some of the areas where the Foundation is looking to offer more support. In this year’s report, we are highlighting Youth & Young Adult Ministry, Women Religious Vocations, and education for two missions of the Diocese of Bismarck: St. Bernard’s Mission School in Fort Yates and the African Mission in Kenya.

Your Catholic Foundation has seen tremendous growth this year, which directly impacts the number of ministries supported and at what level. Net assets have increased by $3,529,049 for total assets of $28,009,851 As a result, I am proud to say that this year we have $2,661,578 to distribute across diocesan ministries.

On behalf of Bishop Kagan, the Board of Directors and the Staff of The Catholic Foundation for the People of the Diocese of Bismarck, we want to “THANK YOU” for your continued support. May God bless you and your loved ones each and every day.

We encourage you to visit our website atwww.CatholicFoundationDOB.com or call our office at701-204-7206. We are happy to help assist in any way possible.

Sincerely, Deacon Michael Fix, President

“Ensuring the faith for generations to come”

Statement of Financial Position June 30, 2017

Catholic Foundation MissionTo promote the mission of the Catholic Church by encouraging stewardship among the people of the Diocese of Bismarck while providing morally and socially responsible means for financial investments.

2017 Board Officers

Assets Cash and Cash Equivalents $ 150,635 Accounts/Pledges Receivable (net of allowance) 158,100 Interest Receivable 64,877 Annuities Receivable 417,524 Investments 27,218,715

TOTAL ASSETS $ 28,009,851

Liabilities and Net AssetsLiabilities Accounts Payable and Accrued Expenses $ 261,162 Funds Held for Others 4,435,421Total Liabilities 4,696,583

Net Assets Temporarily Restricted 7,425,277 Permanently Restricted Endowments 15,887,991Total Net Assets 23,313,268

TOTAL LIABILITIES AND NET ASSETS $ 28,009,851

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Deacon Michael Fix,President

Dean Rubbelke,Vice President

Steve Wangler,Secretary/Treasurer

Recap of Funds

June 30, 2017

Type of Funds Fund % Fund Distributions % Distribution Balance Balance Available AvailableAgency Funds Parish Agency Funds $ 1,945,721 7.01% $ 154,332 5.80% Other Agency Funds 2,427,304 8.74% 145,410 5.46% 4,373,025 15.75% 299,742 11.26%

Endowment Funds Parish Endowment Funds 5,260,115 18.95% 209,431 7.87% Educational Endowment Funds 3,204,281 11.54% 152,804 5.74% Priest Care Endowment Funds 2,491,444 8.98% 125,445 4.71% Seminarian Scholarship End. Funds 7,747,323 27.91% 323,078 12.14% Other Endowment Funds 2,791,892 10.06% 110,644 4.16% 21,495,055 77.44% 921,402 34.62%

Other Funds Educational Funds 223,462 0.81% 19,462 0.73% Human Services Funds 1,558,121 5.61% 1,371,242 51.52% Other Funds 107,348 0.39% 49,730 1.87% 1,888,931 6.81% 1,440,434 54.12%

TOTAL FUND $ 27,757,011 100.00% $ 2,661,578 100.00%

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Endowment Funds 2016-2017 fiscal year donors Annunciation Monastery Endowment Fund, Bismarck AnonymousAscension Endowment Fund, BismarckBishop of Bismarck Endowment FundBishop Ryan Catholic School Endowment Fund, MinotBishop Zipfel Endowment FundCathedral of the Holy Spirit Endowment Fund, Bismarck Mark & Peggy Anderson Steve & Karen McCormick-Lazy S Partnership Peter & Eileen Welk (in memory of Janet von Ruden)Cathedral of the Holy Spirit -Eleanor Ehrmantraut Trust Endowment Fund, BismarckCathedral of the Holy Spirit -Hunkele Family Catholic School Endowment Fund, Bismarck Cathedral of the Holy SpiritCathedral of the Holy Spirit -Grace Norman Endowment Fund, BismarckCathedral of the Holy Spirit-Jim Welch Endowment Fund, BismarckCatholic Schools and Religious Education Endowment Fund Joseph & Heather BergerChrist the King Endowment Fund, Mandan Anonymous (in memory of Edward Boehm) Justin & Maren Gerhardt Ronald & Gloria ZeiszlerChrist the King Agnes Larkin Endowment Fund, MandanChrist the King Education Endowment Fund, MandanChrist the King Foundation Education Endowment Fund, MandanChrist the King Fr. Al Leary Endowment Fund, MandanChrist the King Msgr. Aloysius Galowitsch Endowment Fund, MandanChrist the King School Endowment Fund, Mandan Anonymous (in memory of Edward Boehm)Corpus Christi Endowment Fund, Bismarck Church of Corpus Christi Jason & Nigeria StahlCorpus Christi Poor & Needy Endowment Fund, Bismarck Church of Corpus Christi James Luptak Thomas & Sheila Sagaser Sean & Renae Smith Bill & Patricia WhalenDickinson Catholic Schools Endowment Fund, Dickinson Thomas & Jean ThomasEpiphany Endowment Fund, Watford CityHoly Trinity Endowment Fund, HettingerHome on the Range Endowment Fund Home on the Range Patrick & Beverly Altringer Carmen Moen Steve & Janet SchwanHome on the Range Fr. Fahnlander Endowment Fund

Immaculate Conception Endowment Fund, MaxLight of Christ Catholic Schools Operations Endowment Fund Light of Christ Catholic Schools Dale & Theresa Heinert Catherine Huber Matthew & Angela VoigtNorth Dakota Teachers Education Program Endowment, BismarckOur Lady of Consolation Endowment Fund, AlexanderOur Lady of Grace Endowment Fund, Minot Marietta ClemensPriests’ Care Endowment Fund Scott & Patty Hutzenbiler (in memory of Matt & Josephine Schaff and Joe & Elise Hutzenbiler) Kate Weinand Vernon & Joyce Welder Walter & Lynda OuradnikQueen of Most Holy Rosary Endowment Fund, StanleyQueen of Peace Endowment Fund, Dickinson Sacred Heart Endowment Fund, Glen UllinSacred Heart Endowment Fund, PlazaSacred Heart Endowment Fund, ReederSacred Heart Endowment Fund, ScrantonSacred Heart Endowment Fund, SolenSacred Heart Endowment Fund, White ShieldSacred Heart Endowment Fund, WiltonSeminarian Scholarship Endowment Fund - Major (includes Burses) Ricky & Christine Aberle Eileen Bachmeier Duane & Kathy Binde (in memory of Fr. Eugene Bova) George & Jean Hilts Glenn & Nancy Lefor Bob & Kim Nutsch Anna Rathbun Norman & Alice Streifel Kate Weinand Jerry & Mary Weinreis BURSES Joseph & Linda Berger Christine Finneman Robert & Alice Gangl Alice Gangl Hurly Family Helen E. Hurly Estate Eileen Mack Rouse Edwin & Johanna Nagel ND Catholic Order of Foresters John & Elizabeth Steinberger Elizabeth Steinberger Alvin & Elizabeth Tescher Betty Tescher Arlene Vallely Family Arlene Vallely Tim & Allison Vallely Robert Vetter Memorial Daniel & Marie Vetter Katherine VetterSeminarian Scholarship Endowment Fund -Minor Anonymous Wayne & Jennifer Anderson Adam & Cecelia Baumstarck

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Jeff & Melanie Beauchamp Darcy Becker Jerome Behm (in memory of John J. & Ethel E. Behm) Fr. Daniel Berg Mike & Nicole Berg Lorraine Berger John & Robynn Berger BisManOnline Inc. Ronald Brossart Hugh & Colleen Carlson Clarence & Mary Ann Carlson LuVerne & Marie Caroline Cathedral of the Holy Spirit (Bismarck) Catholic Daughters of the Americas - Court St. Cecelia #362 CatholicTV (Boston, MA) Patricia Conlin Patrick & Carol Connole Robert & Rogina Cusic Mark & Kassandra Degenstein Ronald & Laverne Diede James & ViAnn Doll Nick Duppong Russell & Alice Dusek Daniel & Regina Feist Pius & Lynn Fischer Clarence Fischer Grace Fisher Aaron & Lisa Fortney Mike & Debra Franchuk Florian & Jacqueline Friedt Aaron & Alisha Friess Gerald & Anita Galloway Fr. John Paul Gardner Charles & Rose Marie Gerhart

Rose Marie Gleich Dennis & Connie Glueckert Golf Etc. Bismarck Jeffrey & Connie Gross Jerry Haider Steve & Carol Hall Randy & Leslie Hanson Mike & LuAnn Hanson Haskell Homes, Inc. Clair & Jennifer Hauge Jo Hayden Jeremy & Krista Heen Caroline Heidt David & Esther Helvig John & Mikey Hoeven Douglas & Lillian Homstad Dean & Rose Hoover Keith Horner J & L Concrete Construction, Inc. Eugene & Sue Jackson Ben & Brigitte Johnson Michael & Janet Kagan Bishop David Kagan Roman & Peggy Kauffmann Rose Ann Kerzman Ralph & Marcia Kilzer Kirkwood Bank Knights of Columbus - St. Anne (Bismarck) Council #10496 Knights of Columbus - Ascension (Bismarck) Council #7602 Knights of Columbus - New Haven, CT Gerald & Eleanor Knudson Robert & Mary Koppinger Diane Kovash (in memory of Monte Kovash)

continued on pg. 8

3rd Annual Seminarian Scholarship Golf Tournament

Thank you to our wonderful event sponsors

The seminarians are grateful for your support!

Benefactor Level

Sponsor a Priest or Seminarian

Patron Level

Brotherhood Level

Legacy Level

Aaron & Alisha Friess

Aaron & Alisha FriessRummel Chiropractic P.C.Karen Haskell, Realtor, AllianceKeith & Bonnie Benz

KofC – St. Anne’s Council No. 10496Weigel Funeral HomeJ & L Concrete Construction, Inc.Prizes provided by:

Seminarian golf shirts provided by:

Other contributors:Food & drinks provided by:

Music provided by:

St. Arnold’s Beer Cart

University of MaryCashman’s NurseryScheel’sAberle Farms

MVP, Inc.Expressway Inn & SuitesPro Forms

Gary RichterRuby TuesdayDiocese of Fargo Hansen’s Mens Wear

Knights of Columbus – Ascension Council No. 7602 – Cathedral Council No. 06540 – St. Mary’s Council No. 1604

Aaron & Kristi VetterCathedral of the Holy Spirit

Butcher Block MeatsRichter Family Farms

St. Mary’s Jazz Players

BishopDavid D. Kagan

St. Anne’s CouncilNo. 10496

J & L Concrete Construction, Inc. Keith & Bonnie Benz

Catholic FoundationDiocese of Bismarck

for the People of the

Ensuring the faith for generations to come

Tip and Chuck Reichert devoted much of their lives to the Diocese of Bismarck African Mission, and when Tip passed away in May of 2017, her family knew right away how they wanted Tip to be remembered. Chuck contacted the Catholic Foundation to establish an endowment fund, in Tip’s name, to benefit scholarships and education expenses for African students

The African Mission, located in Kisii, Kenya, was begun in 1990 under the leadership of Bishop Kinney. Fr. David Morman is the diocese’s current missionary, and he has provided the following information.

At the heart of the African Mission is the Orphan Education Program. Orphans are assisted with school fees, given a monthly maize allowance, and a small stipend. Currently, 412 orphans are supported.

The Heifer Program assists parish families of orphans or widows with a cow which provides both

sustenance and income for the family. To date the “herd” consists of fifteen cows and seven calves.

The Post-Secondary Scholarship Program provides substantial assistance to high school graduates to advance their education. This may be a college or polytechnic school.

The Orphan House Construction Program was established in 2013 and allows for a house to be built for the neediest of the orphans to improve their living conditions.

Tuition Assistance to support candidates to the consecrated life. The Congregation of the Sisters of the Blessed Virgin Mary select five female high school juniors and seniors, who are contemplating the religious life, to be the recipients of this assistance.

“Go Change the World!”Tip Reichert African Student Scholarship Endowment Fund

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School Uniforms - $15-25/student

High School Textbooks - $50/set

1 year HS Tuition - $500/student

1 year college/university fees - $1,200/student

Livestock Awards: Heifer Cow - $600 Goat - $50 Chicken - $10

House Construction - $700

Monthly Food Allowance - $10/student

Wool Blanket - $5

Foam Mattress - $15

Solar Light - $6

Aaron & Linda Krebs James & Paulette Krebs Leland & Marella Krein Daniel & Gail Leidholm Thomas & Karen Lengowski Dale & Pat Luther Franklin & Rosemary Martens William & Paula Martin Gary & Brenda Maus Model Bakery, Inc. Modern Machine Works, Inc. Mott Columbian Club Don & Deb Myaer Napoleon Livestock ND Catholic Order of Foresters (in memory of John Oberst) Bradley & Christine Nelson Kathleen Neset Greg & Rhonda Obrigewitch Walter & Lynda Ouradnik Charles & Charlene Peterson Thomas & Cheryl Powers Prairie Knights Casino Pro Forms Dewey Reinert Ross & Angela Reiter Gene & Bev Rivinius Joe & Carlene Rothschiller James Rouse Rummel Chiropractic P.C. Evey Russell John & Kathryn Sauber Charles & Joan Schaefbauer

Rob & Lanee Schaner Henry & Angeline Schank Robert & Jane Schettler Jerry & Jeanne Schnaible Stephen & Jasmine Schnaible Thomas & Claudia Schneider Schweitzer & Sons Construction LLC Richard & Claudia Schwingler Boyd & Ursula Shaw John & Myrtle Slinde Gary & Marti Sorenson St. Joseph’s Altar Society (Williston) St. Mary’s Council #244 (Strasburg) Vernon Szudera Mike Thome Gary & Phyllis Torske Paul & Mary Ann Trauger Deacon Dan & Nancy Tuhy George & Gertrude Tuhy Beatrice Ulmer Matthew & Carla Vannatta Leland & Mary Ann Vetter Theresa Waltz Weigel Funeral Home Kate Weinand David & Ninetta Westrum Deacon Robert & Viginia ZentSpirit of Life Endowment Fund, Mandan Marlene Magilke Wilfred & Kathy VoleskySt. Agnes Endowment Fund, KenmareSt. Ann Endowment Fund, BertholdSt. Ann Endowment Fund, Hebron

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The St. Bernard Mission School in Fort Yates, ND, on the Standing Rock Reservation, serves students in grades K-6. The school has been in existence since 1926 and the funds to construct the building were raised by the Benedictine monks who served there. Ninety-one years later, education continues to be a focus of the Catholic Indian Mission and this would not be possible without the St. Bernard Mission School.

In an article in the February 2015 edition of the Dakota Catholic Action, Father Basil Atwell, OSB, (former pastor of the Catholic Indian Mission) shared, “Thank God we do have the Catholic school system, because children who are being brought up in these systems, they’re not just given the ABC’s. They

are given the truth. First, the truth about their own lives – that they are creatures loved by God. And that God loves us in every facet of our lives and He gives us gifts throughout life; and, those gifts are to be used well. The fact is, there’s this moral underpinning that begins with the premise that their life matters.”

In addition to the lessons of religious and academic subjects, children at the mission school are taught about their Sioux heritage. There are 70

children (as of Feb. 2015) currently attending St. Bernard’s Mission School.

St. Bernard Mission School Endowment FundA ministry of the Catholic Indian Mission

Seminarian Scholarship Endowment Fund -Minor continued from page 6

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St. Anne Endowment Fund, Bismarck Michael & Karen Grosz Douglas & Lillian HomstadSt. Anne Building Endowment Fund, BismarckSt. Anne Family Endowment Fund, BismarckSt. Anne Walsh Scholarship Endowment Fund, BismarckSt. Anthony Endowment Fund, DonnybrookSt. Anthony Endowment Fund, LintonSt. Anthony Maintenance & Acquisition Endowment Fund, LintonSt. Anthony Endowment Fund, MandareeSt. Anthony Endowment Fund, New Town Brian & Margie Haugen Walter & Lynda OuradnikSt. Anthony Endowment Fund, St. AnthonySt. Bernard Endowment Fund, BelfieldSt. Bernard Mission School Endowment Fund, Fort Yates Mark & Peggy Anderson John & Jacqueline CisinskiSt. Bonaventure Endowment Fund, UnderwoodSt. Boniface Endowment Fund, GrenoraSt. Bridget Endowment Fund, Parshall Carol HallSt. Catherine Endowment Fund, Turtle LakeSt. Charles Endowment Fund, BowmanSt. Charles Fr. John Smerciak Building Endowment Fund, BowmanSt. Charles Guardian Angels Scholarship Endowment Fund, BowmanSt. Charles St. Thomas Aquinas Religious Education Endowment Fund, BowmanSt. Clement Endowment Fund, HaymarshSt. Edwin Endowment Fund, WashburnSt. Elizabeth Endowment Fund, Cannon BallSt. Elizabeth Endowment Fund, Lefor Glenn & Nancy LeforSt. Elizabeth Endowment Fund, MakotiSt. Gertrude Endowment Fund, RaleighSt. Henry Endowment Fund, RegentSt. Hildegard Endowment Fund, MenokenSt. James Endowment Fund, PorcupineSt. James Endowment Fund, Powers LakeSt. James Endowment Fund, SherwoodSt. Jerome Endowment Fund, MohallSt. John Endowment Fund, LansfordSt. John the Apostle Endowment Fund, MinotSt. John the Baptist Endowment Fund, Beach Prairie Lumber Inc. Germaine UeckertSt. John the Baptist Endowment Fund, New LeipzigSt. John the Baptist Endowment Fund, PortalSt. John the Baptist Endowment Fund, TrentonSt. Joseph Endowment Fund, BeulahSt. Joseph Endowment Fund, BowbellsSt. Joseph Endowment Fund, DickinsonSt. Joseph Endowment Fund, Grant CountySt. Joseph Endowment Fund, KilldeerSt. Joseph Endowment Fund, Mandan Rebecca WaldSt. Joseph School Endowment Fund, Mandan Phyllis LeierSt. Joseph Endowment Fund, Twin ButtesSt. Joseph Endowment Fund, Williston

Courtland & Laurlynn Browning Dustin & Abbey DahlbergSt. Joseph Education Foundation Endowment Fund, Williston Church of St. Joseph Education Foundation Marlene Carriere-Binde, in memory of Alice Evans Isabelle Hughes, in memory of Alice Evans and Joan Lacher Dale Livdahl, in memory of Joan LacherSt. Katherine Endowment Fund, BraddockSt. Lawrence Endowment Fund, FlasherSt. Leo Endowment Fund, Minot Cory & Tracy AlmySt. Luke Endowment Fund, NoonanSt. Martin Endowment Fund, CenterSt. Martin Endowment Fund, HazenSt. Martin Endowment Fund, HuffSt. Mary Central High School Endowment Fund, Bismarck Keith & Bonnie Benz Anton & Sharon GrossSt. Mary/Ascension Maintenance & Acquisition Endowment Fund, BismarckSt. Mary Parish Endowment Fund, Bismarck Jody & Marla HoffSt. Mary Grade School General Endowment Fund, Bismarck Hugh & Colleen CarlsonSt. Mary Grade School Tuition Endowment Fund, BismarckSt. Mary Maintenance & Acquisition Endowment Fund, BismarckSt. Mary Endowment Fund, FoxholmSt. Mary Endowment Fund, Golva Prairie Lumber Inc.St. Mary Endowment Fund, HagueSt. Mary Endowment Fund, MarmarthSt. Mary Endowment Fund, MedoraSt. Mary Endowment Fund, New EnglandSt. Mary Endowment Fund, RichardtonSt. Mary Endowment Fund, South HeartSt. Mary Queen of Peace Endowment Fund, AlmontSt. Mel Endowment Fund, Rhame Jerome & Theresa FischerSt. Michael Endowment Fund, Linton (Rural)St. Michael Endowment Fund, RaySt. Nicholas Endowment Fund, GarrisonSt. Patrick Endowment Fund, CrosbySt. Patrick Endowment Fund, Dickinson Glenn & Nancy LeforSt. Paul Endowment Fund, HallidaySt. Paul Endowment Fund, HazeltonSt. Paul Endowment Fund, HettingerSt. Peter Endowment Fund, Fort YatesSts. Peter & Paul Endowment Fund, New HradecSts. Peter & Paul Cemetery Endowment Fund, New Hradec Church of Sts. Peter & PaulSt. Philomena Endowment Fund, GlenburnSt. Philomena Endowment Fund, SelfridgeSt. Pius V Endowment Fund, New Salem James & Devon GoetzSt. Stephen Endowment Fund, Stark CountySt. Stephen Cemetery Endowment Fund, Stark County Church of St. Stephen

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St. Theresa Endowment Fund, CarsonSt. Therese Church of the Little Flower Endowment Fund, MinotSt. Thomas the Apostle Endowment Fund, GladstoneSt. Thomas the Apostle Endowment Fund, TiogaSt. Vincent de Paul Endowment Fund, Crown ButteSt. Vincent de Paul Endowment Fund, MottSt. Wenceslaus Endowment Fund, DickinsonWomen’s Religious Vocations Endowment Fund Kate Weinand

Agency Funds 2016-2017 fiscal year donorsBishop Ryan Catholic School Mission Trip Scholarship Agency Fund, MinotCathedral of the Holy Spirit General Agency Fund, BismarckCathedral of the Holy Spirt Fr. Tom Kramer Agency Fund, BismarckCorpus Christi Agency Fund, BismarckCorpus Christi Fr. Stan Agency Fund, BismarckDiocese of Bismarck Agency FundHome on the Range Agency FundKnights of Columbus 6186 Agency FundLittle Flower Foundation Agency Fund Little Flower FoundationOur Lady of Grace Agency Fund, Minot Church of Our Lady of GraceSt. Charles All Saints Memorial Agency Fund, BowmanSt. Charles Needy Agency Fund, Bowman

St. Charles Youth Agency Fund, BowmanSt. Martin Agency Fund, HuffSt. Mary Cemetery General Agency Fund, BismarckSt. Mary Cemetery Perpetual Agency Fund, BismarckSt. Mary Cemetery Prepaid Interment Agency Fund, BismarckSt Mary Agency Fund, MarmarthSt Mary Agency Fund, New EnglandSt. Patrick-B&J Leonberger Agency Fund, Dickinson St. Stephen General Agency Fund, Stark County

Other Funds 2016-2017 fiscal year donorsBishop Hacker FundCatholic Relief FundEast African Mission Fund Numerous benefactors and donorsElmer Rapp FundKuhn Trust FundSr. Kathleen Brady Trust FundFoundation SponsorshipSSF Minor Non-Endowed Unrestricted Fund Theodore & Alma Pedeliski Deacon Daniel & Nancy TuhyDean & Cynthia Rubbelke Donor Advised Fund Dean & Cynthia Rubbelke

Named Family Endowments 2016-2017 fiscal year donors Daniel & Norma Baranick Endowment Fund Beneficiary - Priests’ Care Dennis A. & Helen A. Baumgartner Family Endowment Fund Beneficiary - Christ the King Parish Dennis & Helen Baumgartner Jane Beauclair Family Endowment Fund Beneficiary - Cathedral of the Holy Spirit Elementary School Jane Beauclair John J. & Ethel Behm Family Endowment Fund Beneficiary - Seminarian Scholarships Jerome Behm V. & D. Carico William & Natalie Davis Greg Fegley Robert & Susan Hale Raymond & Katherine Kopp Lela Le Lacheur John & Mildred Lochthowe Doug & Sandra Dukart Family Endowment Fund Beneficiaries - Seminarian Scholarships - Minor; Women’s Religious Vocations Donald J & Irene F Fisher Family Endowment Fund Beneficiary - St. Mary Parish - South HeartJames M. & Devon J. Goetz Family Endowment Fund Beneficiary - Priests’ Care

Jay and Agnes Greenshields Family Endowment Fund Beneficiaries - Seminarian Scholarships - Major; Seminarian Scholarships - Minor The Gustafson Family Endowment Fund Beneficiary - Seminarian Scholarships - MajorGeorge H. & Rose Kautzman Endowment Fund Beneficiaries - Seminarian Scholarships; Assumption Abbey (Richardton); Sacred Heart Monastery (Richardton); Annunciation Monastery (Bismarck) Rev. Jerome Kautzman Larry & Karen Kostelecky Endowment Fund Beneficiaries - Seminarian Scholarships - Major; St. Mary Parish - South Heart Christopher & Richelle Knudson Endowment Fund Beneficiaries - Light of Christ Catholic Schools; Priests’ Care; Seminarian Scholarships Christopher & Richelle Knudson Mike & Teri Kraft Endowment Fund Beneficiaries - Priests’ Care; St. Vincent de Paul Society of Bismarck Mike & Teri Kraft Mark & Albina Krebsbach Endowment Fund Beneficiary - Church of St. Anne - BismarckArnold E. & Tillie Lindemann Family Endowment Fund Beneficiaries - Seminarian Scholarships Brotherhood of St. Anthony Catholic Daughters of the Americas - Court St. Catherine #323 Conference of Christian Mothers of St. Joseph Parish

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Dickinson Area Vocational Fund Edwin & Irene Volesky Richard & Frances Marsh Endowment Fund Beneficiary - Queen of Peace - DickinsonTim & Janelle Michelson Family Endowment Fund Beneficiaries - Seminarian Scholarships - Major; Corpus Christi Parish; Cathedral of the Holy Spirit Parish; Spirit of Life Parish; Priests’ Care Fund Gerald & Lavonne Morman Family Endowment Fund Beneficiaries - Seminarian Scholarships Rev. David G. Morman Lawrence (Pete) & Mary Ellen Naaden Family Endowment Fund Beneficiary - Seminarian Scholarships -Major Jay & Marlys Fisher Gail Geddes Laurie Miller David Naaden Carol Weiler Deacon Ryan & Marlo Nelson Endowment Fund Beneficiary - Catholic Schools & Religious Education Fr. Kenneth G. Phillips Endowment Fund Beneficiary - Seminarian Scholarships Todd & Rachelle Preszler Family Endowment Fund Beneficiaries - Seminarian Scholarship - Minor; Light of Christ Catholic Schools of Excellence Operations Todd & Rachelle Preszler Tip Reichert African Student Scholarship Endowment Fund Beneficiary - African Mission **The following gave in memory of Tip Reichert** Anonymous Lloyd E. Anderson, LLLP Randy & Shannon Bakke Stephanie Ann Ball James & Karen Barschdorf Byron & Chris Blowers Blake & Andrea Blowers John & Mary Bluemle BNI Coal Gordon & Lorraine Bopp Tammy Bopp Tyrone & Delia Bujold Lawrence & Roberta Bushey Daniel & Evelyn Campbell Mary Ann & Clarence Carlson Richard & Marilyn Carrier Patricia Churchill Don & Pat Clement Joseph & Pamela Crawford Christopher & Tonia Donahue John & Barbara Dwyer Anthony & Joanne Eckroth Margaret Erhardt D. & S. Farrell Farrell’s Properties Dolores Feiro Deacon Richard & Janet Fettig Joseph & Constance Fleck Jane & Fleck Romanov Richard Fockler Sam Foss, Sr. Joseph & Darlene Frieze Ralph Gabrysh Michael & Scottie Gardonio David & Louise Gartzke David & Jennifer Gels

James Gels Gene & Linda Gorseth Michael & Mary Grandmaison Joseph & Jodi Grebinoski Skip & Debra Groth Barbara Gurstelle Jerry Haider L. Hanson Stu Hanson Vern Hartwick Alice Heger Leon & Alicia Heick Kelvin & LeAnn Howieson M. & S. Hummel I. Keating Furniture World Mary Ann Johnson Revocable Trust Thomas & Diane Jones Charles Joyce Greg & Shari Kautzman William & Mary Kelsch Ralph & Marcia Kilzer Wade & Birdie Kincaid Tom & Sharon Klein Jerome & Jean Kwako James & Mary Ann Kwapick Jeffrey & Kathleen Laschen Michael & Dena Lenhardt Patrick & Kathy Lewis John & Carol Lilyquist John & Joan Loiselle Verena Lund Anthony & Ruth Malaktaris John & Kathleen Marciniak George & Lynette McDonald Mary Kay McDowell Shannon McQuade-Ely Mary Mingo Gallet Missouri Valley Petroleum, Inc. Steven & Kathleen Mittelsteadt Mark & Eileen Moberg Randall & Rhonda Nelson Jon Neubauer Larry & Renae Nytz Arthur & Val Olson Gerald & Mary Ann Ostroski Yvonne Patterson J. & T. Peterson R. & M. Pfenning D. & S. Rarick Roger & Corrine Redfield William & Deborah Reichert Peggy Reuther Benedict & Diane Roller Arno & Colette Rudolph Arend & Verna Sandbulte Joseph & Katherine Satrom Craig & Mandy Schaaf James Schlosser Thomas & Diane Schmitz Michael & Janel Schmitz Robert & Linda Senta Donald & Patricia Shippar Nadeane Silbernagel Richard & Victoria Simonson Regan & Elizabeth Smith Bonnie Spreitzer State Farm Insurance continued on pg. 13

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Charitable Gift Annuities

Beneficiary of the 80 open annuities Original 6/30/17 Value ValueA Vision for the Future Captial Campaign Seminarian Scholarship Endowment Fund - Major $ 41,340 $ 1,615 Priest Benefit Association 31,005 1,212 Catholic Schools & Religious Education Endowment Fund 43,725 1,708 Priests’ Care Endowment Fund 42,930 1,677African Mission Team 3,000 1,335Assumption Abbey, Richardton ND 5,000 4,259Benedictine Sisters of the Annunciation, Bismarck ND 5,000 4,133Bishop Paul A. Zipfel Endowment Fund 10,000 10,882Catholic Indian Mission 15,000 8,078Church of Christ the King, Mandan 9,000 8,435Church of Corpus Christi, Bismarck ND 55,000 39,037Church of St. Anne, Bismarck ND 4,000 10,994Church of St Anthony, Linton ND 5,000 5,700Church of St. Gertrude, Raleigh ND 11,000 7,749Church of St. Joseph, Dickinson ND 20,000 17,700Church of St. Joseph, Williston ND 5,000 2,406Church of St. Mary, Bismarck ND 50,000 49,945Church of St. Patrick, Dickinson ND 27,000 12,892Church of St. Pius V, New Salem ND 10,000 2,050Church of St. Vincent de Paul, Mott ND 14,003 13,595Dickinson Catholic Schools Embracing our Future Capital Campaign 10,000 4,605Diocese of Bismarck 782,728 681,984Diocese of Bismarck Catholic Relief Fund 100,000 99,061Joseph K. & Julianna Schatz Endowment for Christ the King School 100,000 104,621ND School For the Blind Foundation, Grand Forks ND 5,000 4,343Priest Benefit Association 202,003 238,542School Sisters of Notre Dame at Mankato Minnesota, Inc., Mankato MN 5,000 4,273Seminarian Scholarship Endowment Fund - Major 351,000 312,514Sisters of St. Benedict, Crookston MN 1,000 1,218St. Joseph School, Williston ND 5,000 3,207St. John Vianney Endowment Fund 55,000 54,238St. Mary's Central High School, Bismarck ND 5,000 3,970St. Vincent Care Center, Bismarck ND 5,000 4,106Trinity High School, Dickinson ND 17,386 29,926

$ 2,051,120 $ 1,752,010

The Diocese of Bismarck is proud to administer and guarantee payment to all annuitants while benefitting the Catholic ministry of the donor’s choice, as can be seen by the beneficiary list below. A charitable gift annuity (CGA) is an income producing gift which helps the giver and the Church at the same time. The immediate benefit is that the donor receives a tax deduction, and the gift qualifies for the 40% ND State Tax Credit. Long-term, the donor has guaranteed income for life and usually more than would be had in a typical bank investment such as a Certificate of Deposit. And when the annuity matures, the remainder is gifted to support the Catholic mission of your choice. For more information about planning your Legacy Gift, please contact Matthew Stevenson, Planned Giving Specialist, at 701-204-7206 or mstevenson@bismarckdiocese.com.

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Tip Reichert African Student Scholarship Endowment Fund continued Helen Steckler Curtis & Carol Steier Bruce & Katherine Stender Ronald & Judith Stingle Susan Stratton Patrick & Carol Thompson Aaron & Kathleen Toye William & Marla Rae Uscensky Paul & Sara Vahle Julie Vercellotti Lawrence & Kristi Waite Christopher & Rebekah Ward Christopher & Mary Ward Mary Kay Warren Peter & Eileen Welk Eileen & Gordon Wiese Robert & Rita Willer The Willow Group, Inc. Andrew & Barbara Wilson John & Sandie Wilson Frederick Witzig Trust Albert & Karen Wolf Deacon Wilfred & Winnifred Wolf Richter Family Endowment for Seminarian Scholarships Beneficiary - Seminarian Scholarships Dwight & Paula Richter Richard & Lois Richter James & Genevieve Roth Vocations Endowment Fund Beneficiaries - Seminarian Scholarships - Minor; Women in Religious Vocations Education Scholarships William C. & Esther M. Ruelle Family Endowment Fund Beneficiaries - Seminarian Scholarships - Minor; St. Leo Parish, Minot Patricia Hill (in honor of Esther Ruelle’s 100th Birthday) James & Karen Steffen (in honor of Esther Ruelle’s 100th Birthday) St. John Vianney Endowment Fund Beneficiary - Priests’ Care; Maintenance of Emmaus PlaceBeanie & Lillian Scherr Family Endowment Fund Beneficiary - St. Mary/Ascension Maintenance & Acquisition - Bismarck James & Susan Schick Lillian & Albinus (Beanie) Scherr Family Endowment Fund Beneficiary - St. Mary Maintenance & Acquisition - Bismarck

Brian & Lorie Bowker Ken & Carol SmothermanSylvia M. & Louis A. Schmitz Endowment Fund Beneficiaries - Christ the King Education Scholarships - Mandan; St. Joseph School Scholarships - Mandan Reverend Father Jacob J. Schumacher Scholarship Endowment Fund Beneficiary - Bishop Ryan High School, Minot Estate of Rev. Jacob Schumacher Reverend Father Jacob J. Schumacher Scholarship Endowment Fund Beneficiary - Saint Mary Central High School Estate of Rev. Jacob Schumacher Reverend Father Jacob J. Schumacher Scholarship Endowment Fund Beneficiary - Seminarian Scholarships - Major Estate of Rev. Jacob Schumacher Reverend Father Jacob J. Schumacher Scholarship Endowment Fund Beneficiary - Trinity High School, Dickinson Estate of Rev. Jacob Schumacher Reverend Father Jacob J. Schumacher Scholarship Endowment Fund Beneficiary - St. Joseph’s Grade School, Mandan Estate of Rev. Jacob Schumacher Phillip & Evelyn (Cote) Senechal Endowment Fund Beneficiary - Seminarian Scholarships - Minor Myron & Cheryl Senechal Leo & Eleanor Stockert Family Endowment Fund Beneficiary - St. Joseph - DickinsonMaria Vida and Branden Tschosik Memorial Endowment Fund Beneficiaries - Seminarian Scholarships - Major; St. Anthony Maintenance & Acquisition - Linton Anthony & Celia Vetter Family Endowment Fund Beneficiary - Seminarian Scholarships - Major Anthony & Celia Vetter Leo & Rose Mary (Baumgartner) Wald Family Endowment Fund Beneficiary - Seminarian Scholarships - Minor Geraldine Wald Robert & Virginia Zent Family Endowment Fund Beneficiaries - Seminarian Scholarships; St. Wenceslaus Parish Deacon Robert & Virginia Zent

“To be able to serve the people of the Diocese of Bismarck in this capacity is a blessing beyond words. Through planned giving, each person has the capability to guarantee a future full of faith and love in our Diocese, centered around Jesus Christ and his mission. It is encouraging to witness the love the people of the Diocese of Bismarck have for the Church and her ministry. Thank you for your continuous support!”

Matthew Stevenson, MBAPlanned Giving Specialist

Phone: 701-204-7206Fax: 701-222-0269

mstevenson@bismarckdiocese.com

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Youth & Young Adult Ministry Endowment FundIt is so important that youth across the diocese have the opportunity to truly and authentically encounter God, so that they may build a personal relationship with Jesus Christ and desire to put God first in their lives now and into adulthood. It is our goal to offer a variety of experiences and opportunities for youth and young adults in order to help facilitate that encounter. Monies from the Youth & Young Adult Ministry Endowment Fund will be used for scholarships for youth and young adults in the Bismarck Diocese to participate in the regional, national and international events we offer including March for Life, Steubenville Conferences, NCYC, World Youth Day and more!

Peace & Blessings,

Carrie Davis Director of Youth & Young Adult Ministries

Women Religious Vocation Endowment FundIn the Diocese of Bismarck, there are over a dozen religious communities for women and more than eighty sisters. They are involved in diverse ministries throughout our diocese, both in and outside of parish life. From food pantries, to nursing homes, to contemplative prayer, they serve us and our communities in times of need. Please help support women who are pursuing a religious vocation by contributing to the Women Religious Vocation Endowment Fund.

Stewardship PrayerLord God, giver of life

and all good gifts, You anointed Jesus with the

Holy Spirit who inspired him to give everything he had for our

sake. Move us by the same spirit of stewardship to share first to the Lord, for the benefit of all. By your grace, help us to follow in your footsteps and become more focused on loving and caring for our families, our

neighbors and our communities. Lead us to the awareness that

everything we are and everything we have is your gift.

Grant us the spirit of sacrifice to always seek your will and to

share our gifts with our brothers and sisters. May we be good

stewards of all we have received and cooperate with you in

building your kingdom of love and justice.

We ask this throughChrist our Lord.

Amen

Catholic Foundation

Ensuring the faith for generations to come

for the People of the

catholicfoundationdob.com

Diocese of Bismarck

520 N. Washington St.Bismarck, ND 58501701-204-7206 • 877-405-7435

CatholicFoundationDOB.com

Leave a LegacyWe recognize and honor donors who have confirmed testamentary gifts with the Catholic Foundation for the benefit of their favorite ministry.

Name: __________________________________________________________Date of Birth: ____________________________________________________Address: _________________________________________________________City, State, Zip: ___________________________________________________ Phone: _________________________ Cell:____________________________E-mail: __________________________________________________________

Yes, it is my/our intent to leave a legacy by naming the Catholic Foundation for the People of the Diocese of Bismarck as a beneficiary through my/our: q Will q Living Trust q Life Insurance Plan q Retirement Plan, e.g., 401(k), IRA q Charitable Remainder Trust q Employee Stock Option Plan (ESOP)q Other ________________________________

I/we wish to inform the Catholic Foundation for the People of the Diocese of Bismarck, that as of this date, the current value of my/our estate gift is: $__________________, however, I/we may choose to modify or revoke this provision at any time. I/we will notify the Foundation if provisions are changed. (If your gift is a percentage of your estate, please indicate the present value of that percentage.)

We would like our gift to be used: q Where the need is greatest.q As a gift to benefit the following ministry, ___________________________ .

The Catholic Foundation appreciates the opportunity to recognize your testamentary gift and honor your spirit of philanthropy in donor recognition listings.

Signature: _____________________________________ Date:____________

Signature: _____________________________________ Date:____________

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Please return in enclosed envelope.

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PAIDPERMIT NO. 419BISMARCK, ND