List of Established Funds

Funds Held for Others, June 30, 2015

 

Aneshansley SMCC - Capital Project Fund ............................................... $284,314       
Assumption of the Blessed Virgin - Duncan ............................................... 190,244
Assumption Church - Jesse Wayne Moore Trust ......................................... 86,802
Assumption Church - Duncan - Food Bank................................................... 20,365
Assumption Church - Duncan - St. Vincent de Paul ........................................ 4,958

Archbishop Beltran/Villanova Apartments ................................................ 140,937
Birth Choice of Oklahoma - Carol Brown .................................................... 868,161
Birth Choice of Oklahoma ......................................................................... 219,304
Bishop McGuinness - Ed McCarthy School Scholarship ............................... 120,187
Bishop McGuinness - Mideke Scholarship Fund ......................................... 197,396
Bishop McGuinness - Operating Endowment ............................................ 123,001
Bishop McGuinness - Teachers Continuing Education Endowment ............. 319,260
Bishop McGuinness - Tom & Judy Love Scholarship Fund ........................... 186,525
Blessed Sacrament - Lawton - St. Mary School Endowment .................... 1,260,715
Bobby Dean Little Living Trust ................................................................... 120,399
Carmelite Sisters - Welfare and Support Trust ........................................ 4,785,122
Catholic Charities ................................................................................... 1,788,363
Center of Family Love ............................................................................... 317,657
Christ the King - Building Fund .................................................................. 530,274
Christ the King - Education Endowment .................................................. 1,804,366
Christ the King - Family Center Endowment .............................................. 685,256
Christ the King - Mixed Restricted Fund ...................................................... 96,854
Christ the King - School Endowment ......................................................... 404,340
Colegio Catolico Padre Stanley Rother (Guatemalian) ................................ 103,446
Corpus Christi - Church Endowment .......................................................... 152,594
Crested Butte - Tulsa .................................................................................. 57,924
Clarence Joseph & Alma Horner Foundation ........................................... 1,187,614
Donald Mileur Charitable Trust ................................................................. 170,703
Epiphany - Education Fund ......................................................................... 71,194
George & Nola Faye Pribil Memorial Trust ................................................. 612,186
Guatemala Mission - Robert A. Street Family Endowment ............................ 2,953
Holy Angels Cemetery - Weatherford ......................................................... 32,171
Holy Angels Parish Building ........................................................................... 9,918
Holy Family Home - Catholic Charities Endowment ................................. 1,140,942
Holy Family Syro-Malabar ........................................................................... 54,898
Holy Family - Lawton - Crimmins ................................................................. 38,649
Holy Family Harold and Constance Brand Endowment ............................... 404,992
Holy Name - Shattuck - Church Endowment ................................................ 21,250
Holy Trinity - Okarche - Harold & Carolyn Wittrock Education Fund............... 38,506
Holy Trinity - Okarche - Church Endowment .............................................. 426,256
Holy Trinity - Okarche - School Endowment............................................... 551,175
Immaculate Conception - Marlow ............................................................. 115,775
Immaculate Heart Mary - Calumet .............................................................. 49,750
Joseph Hanson Memorial Trust ................................................................. 367,573
Knights of Columbus Council 1038 ............................................................. 352,098
Knights of Columbus Foundation.............................................................. 909,675
Knights of Columbus Foundation-Clinton Western Conference ................... 16,382
Mark Britten Memorial Endowment ............................................................. 1,364
Mount Saint Mary High School - Adolphine E. Quasebarth Endowment ....... 23,530
Mount Saint Mary High School - Robert Glenn Rapp Endowment ............... 218,790
Our Lady of Guadalupe Camp - Robert A. Street Family Endowment ............. 8,069
Our Lady's Cathedral - Alice Ruth Hamby St. Jude Scholarship Fund ............. 40,976
Our Lady's Cathedral - Maintenance Endowment ...................................... 257,105
Our Lady's Cathedral - Shaun David Walters Memorial Fund ........................ 56,610
Our Lady's Cathedral - Education Trust ................................................... 2,490,770
Our Lady's Cathedral - Eileen Dougherty Memorial Scholarship .................... 17,499
Our Lady Victory Church - Purcell ................................................................ 37,852
Prince of Peace - Altus - Scholarship Fund 15,952
Sacred Heart - Alva - A.A. Isenbart Scholarship Fund ................................... 15,461
Sacred Heart - Alva - Memorial Fund ......................................................... 142,090
Sacred Heart - School Endowment ............................................................ 150,638
Shonda Ellette Trust ................................................................................. 408,621
St. Ann Nursing Home - Endowment Fund ................................................ 313,673
St. Ann Retirement Center - Endowment ................................................... 62,925
St. Anthony of Padua - Okeene - Church Endowment ................................. 26,168
St. Anthony of Padua - Okeene - Church Maintenance ................................ 37,199
St. Catherine Siena Church - Pauls Valley .................................................... 35,898
St. Charles Borromeo - Children's Fund ....................................................... 32,344
St. Charles Borromeo - Education Trust ..................................................... 219,755
St. Eugene - Grade School Scholarship Endowment................................... 746,019
St. Eugene - Weatherford - Church Endowment ........................................ 201,153
St. Francis of Assisi - Thomas Waken Fund ................................................. 142,630
St. Francis of Assisi - Church Trust ............................................................. 331,718
St. Francis of Assisi - Fr. Schettler - Rosary School .................................... 1,474,690
St. Francis of Assisi - Rev. John Petuskey Scholarship Fund ............................ 3,018
St. Francis of Assisi - Rev. William Eichhoff Burse ......................................... 43,700
St. Francis of Assisi - Rosary School Trust ................................................ 1,029,998
St. Francis Xavier - Enid - Calvary Cemetery ............................................... 475,056
St. Helen - Frederick - Mary Nichols Endowment ......................................... 12,652
St. James - Mary Denn Memorial Scholarship Fund .................................... 218,585
St. James - School Endowment ................................................................. 291,234
St. John Nepomuk - Yukon - Education Endowment ............................... 1,026,071
St. John Nepomuk - Yukon - Heidlauf-Morris Endowment Fund ................. 231,595
St. John the Baptist - Char Dill Scholarship Fund ........................................... 13,418
St. John the Baptist - Edmond - Church Endowment.................................... 43,556
St. John the Baptist - Emil F. Buettner Scholarship Fund ............................... 26,380
St. John the Baptist - Rev. John Petuskey Scholarship Fund ....................... 579,556
St. John the Baptist - St. Elizabeth Ann Seton School - Reserves .............. 1,040,835
St. Joseph - Ada - Endowment Fund ......................................................... 139,799
St. Joseph - Ada - Spiritual Growth Endowment .......................................... 95,549
St. Joseph - Buffalo - Church Endowment ..................................................... 2,728
St. Joseph Parish - Blackwell - Church Fund ............................................... 104,340
St. Joseph Parish - Blackwell - Endowment Fund ....................................... 157,329
St. Joseph - Hennessey - Capital Improvement Endowment ...................... 129,198
St. Joseph - Hennessey - Cemetery Fund .................................................... 49,012
St. Joseph - Hennessey - Eva Stalder Memorial Fund ................................. 166,552
St. Joseph - Hennessey - Hladik Endowment ............................................... 78,040
St. Joseph - Hennessey - Louise M. Miller Trust ........................................... 31,429
St. Joseph - Hennessey - Nellie P. Cerny Memorial Fund ............................. 76,655
St. Joseph School - St. Francis Xavier - Enid .................................................. 56,535
St. Joseph - Norman - Maintenance Endowment Fund ................................ 45,382
St. Joseph - Norman - Church Endowment Fund....................................... 655,035
St. Joseph - Tonkawa - Church Endowment ................................................ 12,462
St. Joseph - Union City - Scholarship Endowment ........................................ 49,946
St. Mary - Clinton - Capital Improvements ................................................... 92,645
St. Mary - Ponca City - Church Endowment ............................................... 202,048
St. Mary - Ponca City - School Endowment ................................................ 178,998
St. Michael - Goltry - Church Endowment ................................................... 13,032
St. Patrick - Anadarko - Church Endowment .............................................. 527,815
St. Patrick - Walters - Church Endowment ................................................... 10,336
St. Peter - Woodward - Church Endowment ............................................... 58,676
St. Peter - Woodward - Scholarship Endowment ....................................... 120,878
Sts. Peter and Paul - Kingfisher - School Endowment ................................. 122,540
St. Philip Neri - Church Endowment ............................................................ 87,281
St. Philip Neri - School Development Endowment ..................................... 127,791
St. Robert Bellarmine - Jones .................................................................... 119,928
St. Rose of Lima - Watonga - Church Endowment ...................................... 262,069
St. Rose of Lima - Watonga - Scholarship Fund .............................................. 6,647
St. Rose of Lima - Perry ............................................................................. 118,453
St. Rose of Lima - Perry - Church Maintenance .............................................. 7,044
St. Rose of Lima - Watonga - Mary Moudry Memorial .................................. 29,531
St. Teresa of Avila - Harrah - Youth Fund ....................................................... 1,436
St. Wenceslaus - Prague - Shrine of the Infant Jesus Endowment .............. 115,363
Tony & Alice Zaloudek Memorial Fund .......................................................... 2,714

 

Charitable Remainder Life Income Funds:................................................. 138,206

Archdiocese of Oklahoma City:
Campus Ministry .................................................................................. 50,638
Catholic Schools Endowment ........................................................... 3,753,743
Crested Butte - Oklahoma City ............................................................. 40,230
Joseph Danne Foundation ............................................................... 1,078,469
Maloney Memorial Fund ................................................................. 2,115,653
Our Lady of Guadalupe Camp Endowment .......................................... 791,393
Pastoral Ministry ................................................................................ 208,972       
Priest's Retirement and Welfare ...................................................... 1,572,183
Seminarian Burse Fund .................................................................... 2,002,581
St. Joseph's Childrens Home ............................................................... 881,578

 

Total funds held for others................................................................ $ 50,717,439

Scholarship and Endowment

Individual donors or Catholic Organizations can establish Catholic Organization Endowment Funds. The Foundation provides basic planned giving services to the organization to help attract additional gifts. Catholic Organization endowments are property of The Foundation and are managed in accordance with FASB 136. This type of fund is not appropriate for operating reserves; as it is a true endowment fund and the principal is perpetually restricted. These funds bring investment economies of scale, expertise and reduced fund management costs to the organizations.

Scholarship and Endowment Funds of the Catholic Foundation of Oklahoma (Jan 2016)

 

Catholic Foundation Endowment Fund (1965) is a quasi-endowment fund established by the Board of Directors of the Catholic Foundation for the purpose of receiving unrestricted gifts to the Foundation and generating income and growth to provide scholarships, grants and awards annually from the spendable income and growth.

 

Catholic Foundation Director’s Fund (1990) is a separate quasi-endowment fund established by the Board of Directors of the Catholic Foundation to receive gifts from Board members and others, and to award grants, scholarships and awards annually from the spendable income and growth.

 

Catholic Foundation Pastoral Music & Fine Arts Endowment Fund (2010) is a permanent endowment fund to award grants, scholarships and awards to parishes and schools in the Archdiocese of Oklahoma City in the special field of interest of Pastoral Music and Fine Arts.

 

Catholic Foundation Matching Grants Fund (2013) is a quasi-endowment fund established to award challenge grants to other CFO Endowment Funds and match gifts made to those funds as designated by the donors. Currently, a portion of the net proceeds of the Catholic Foundation Golf Classic is funding the Matching Grants Fund for grants to Catholic School Endowment Funds in the Archdiocese of Oklahoma City.

 

Amelia P. Davis and Elizabeth J. Davis Lawrence Memorial Scholarship Fund (2006) was established from the Amelia Davis Trust to award educational scholarships to deserving students in Enid, El Reno or Okarche.

 

Evelyn and Kathryn Hau Scholarship Fund (2006) was established from the Evelyn Hau Trust to award educational scholarships or to fulfill other Catholic Church related purposes in the general geographic area of Enid and Okarche and North Central Oklahoma.

 

C.W. & Francis S. Aneshansley Education Scholarship Fund (2011) was established by a legacy gift from Mrs. Aneshansley upon her death to provide college scholarships for students from St. Mary Catholic Church, Clinton.

 

Christine E. & Paul H Sheetz Fund (1988) was established from the Christine E. Scheetz Trust with the income for gifts in their name for the first 25 years with emphasis upon the needs of Catholics in southwest Oklahoma. After 25 years, the funds are to be used as part of the Catholic Foundation permanent endowments.

 

Frances Willenbring Endowment Fund (2015) was established by a legacy gift from Mrs. Willenbring upon her death with the income and growth to benefit the general operations of St. Joseph Catholic School, Enid.

 

Carl T. Benke Family Memorial Endowment Fund ((1995) was established by Mrs. Carl (Lahoma) Benke and her children as a donor advised fund with grants being made annually to Catholic and charitable organizations from the income and growth of the fund.

 

David & Sharon Trojan Family Catholic Endowment Fund (2005) was established by gifts from David and Sharon Trojan as a donor advised fund with grants being made annually to Catholic and charitable organizations from the income and growth of the fund.

 

Dr. and Mrs. Francis M. Duffy and Family St. Gregory College Scholarship Fund (1977) was established by the Duffys in memory of Mr. & Mrs. Duffy and their children, Father Thomas F. Duffy, Genevieve Duffy Winkenbach and Mr. Robert Duffy, to grant educational scholarships to students (favoring seminarians) attending St. Gregory’s University.

 

Rev. David Monahan Scholarship Fund (2012) was established by an initial gift from Mrs. Joan O’Neill to provide scholarships to worthy journalism students attending Bishop McGuinness Catholic High School or Mount St. Mary Catholic High School in memory of Rev. David Monahan, former principal at Bishop McGuiness and editor of the Sooner Catholic newspaper.

 

Helen R. Hall Nursing Scholarship Fund (1997) was established by Helen and Ken Hall in honor of Helen’s nursing education she received at St. Anthony Hospital to grant nursing scholarships to worthy students in this vocation.

 

John E Greenan Scholarship Fund (1998) was established by Mr. Greenan’s trust upon his death with the income and growth used for scholarships for Catholic students who are attending colleges and universities within the state of Oklahoma.

 

Jim & Joan Fuller Family Memorial Fund (2001) was established by the family of Jim and Joan Fuller as a donor advised fund initially supporting the First Presbyterian Church of Ponca City and St. Eugene Catholic Church, Oklahoma City.

 

Kuehn Family Endowment Fund (2015) was established by Betty and Fred Kuehn to benefit Sts. Peter & Paul Catholic School, Kingfisher, for either operational support or student tuition scholarships.

 

Mary White Clark Scholarship Fund (2002) was established by a legacy gift from Mrs. Mary White Clark upon her death to provide annual college scholarships for Catholic students in the Archdiocese.

 

Mary Beth and Benton Browning Memorial Fund (1988) was established by Benton Browning for the benefit of the poor and deserving people in the Ada area with the income from the fund being distributed annually by designation of St. Joseph parish in Ada.

 

OLOG Jacob Meier Memorial Scholarship Fund (2010) was established by family and friends of Jake Meier, a former camper, for scholarships for youth of the Archdiocese to attend Our Lady of Guadalupe Catholic Summer Youth Camp.

 

Purdom B. Connelly Medical Scholarship Fund was established from the P.B. Connelly Trust upon his death, to grant scholarships to students to attend the University of Oklahoma College of Medicine.

 

Quasebarth Family Scholarship Fund (1999) was established from the Adolphine Quasebarth Trust in memory of her parents Adolph and Dore Quasebarth and sister Kate Quasebarth, long time members of St. Joseph’s Old Cathedral Parish in Oklahoma City to award scholarships to “students of good moral character and of moderate financial circumstances” to attend a college of their choice.

 

Sherri McLaughlin-Fr. Stanley Rother-Endowment Fund (2011) was established from the Sherri McLaughlin Trust for annual grants in memory of Father Stanley Rother for the Rother Seminarian Burse, expenses for priests from Guatemala, or program expenses for churches, schools or hospitals in Guatemala as determined by the Archbishop of the Archdiocese of Oklahoma City.

 

John & Minnie Behar Endowment Fund (2009) was established from the Mary C. Schell Trust in memory of her parents, John and Minnie Behar for the general support and operations of St. Joseph Church, Tonkawa.

 

St. Andrew Church Zondor Scholarship Fund (2015) was established by the Zonder Family to assist children of families of St. Andrew Catholic Church, Moore, to attend Catholic schools within the Archdiocese.

 

Mildred & Clair Brunette family Memorial Endowment Fund (2016) established by the Brunette family to support the St. James the Greater Catholic School library and media center with books and materials.

 

Douglas & Loutitia Eason Family Endowment Fund (2015) established by the Easons to benefit Named Funds at the Catholic Foundation which include Bishop John Carroll Catholic School and Bishop McGuinness Catholic High School for general operations or scholarships purposes.

 

Rosemary Billy — St. Philip Neri Catholic School Endowment Fund (2015) established by the Rosemary Billy Trust upon her death to support St. Philip Neri Catholic School for general operations or scholarship purposes.

 

Catholic School Endowments at the Catholic Foundation of Oklahoma: Supoporting School Operations and Student Tuition Assistance
All Saints School Norman CFO Endowment Fund
Bishop John Carroll Catholic School CFO Endowment Fund
Bishop McGuinness Catholic High School CFO Endowment Fund
Rev. Roberto Quant Sacred Heart Catholic School OKC CFO Scholarship Fund
Rev. Philip Donohoe Sacred Heart Catholic School El Reno CFO Scholarship Fund
St Eugene Catholic School Oklahoma City CFO Endowment Fund
St. Mary Catholic School Lawton CFO Endowment Fund
St. Mary Catholic School Ponca City CFO Endowment Fund
St. Philip Neri School Midwest City CFO Endowment Fund
Sts. Peter and Paul Catholic School Kingfisher CFO Endowment Fund
St. Joseph Catholic School Enid CFO Endowment Fund
St. Charles Borromeo Catholic School CFO Endowment Fund
St. James the Greater Catholic School CFO Endowment Fund
Mount St. Mary Catholic High School CFO Endowment Fund
St. Mary Catholic School Guthrie CFO Endowment Fund
St. John Nepomuk Catholic School Yukon CFO Endowment Fund
Christ the King Catholic School CFO Endowment Fund
St. Elizabeth Ann Seton Catholic School Edmond CFO Endowment Fund
Rosary Catholic School CFO Endowment Fund
Holy Trinity Catholic School Okarche CFO Endowment Fund
Good Shepherd School at Mercy CFO Endowment Fund