Catholic Foundation Parish and School Trusts

A trust is a permanent fund set up by the donor. Once established, the principal is

never spent. Only the interest earned on the fund's investment is available for

distribution. When you set up a trust, you are establishing a perpetual gift that will

provide income to your beneficiary for years to come.

Parish Trust (link)- Anyone can establish a new Parish Trust with an initial

gift of $1,000.

Named Trust (link)- Anyone can establish a Named Family Trust with an

initial gift of $2,000.

To learn more on how to establish a trust that can benefit your charitable goals,

please contact Rebecca Harris at rebecca.harris@jacksondiocese.org or call 601-

960-8477.

Catholic Charities

William R. Baird

Wallace Carpenter Family #1

Catholic Charities

Catholic Charities Northeast Office Trust

Catholic Charities Victims of Abuse Trust

Downey-Klinger Family

Msgr. Noel Foley

The Mamie Mastronardi Trust for Catholic Charities

O'Beirne-Williams

A. Clinton & Margaret Smith

Lucille Bailey Thomas Fund for Catholic Charities

Rose Harris Memorial Trust

Holy Innocents Trust

Total Pricipal $614,191.19

Diocesan

Harland & Romain Adams (mission schools/parishes)

Joseph E. Canizaro, Sr. Family (Bishop's discretion)

Catholic Engaged Encounter

W.F. Coolbaugh (wine & hosts)

Jackson Diocese Special Needs (Bishop's discretion)

Endowment for Evangelization

Matthew Scott "Polska" Gatewood Memorial Trust (Youth Ministry)

John & Mary Catherine Grower (Bishop's discretion)

Hagen Family (Bishop's discretion)

Jane Hewes (school support)

Bishop William R. Houck (Bishop's discretion)

Bishop William R. Houck (education)

Our Lady of Guadalupe (Hispanic Ministry)

The Frank J. Mastronardi Trust for the Jackson Diocese

Office of the Tribunal

Jane Gitz Trust

Ron and Catherine Tisch Trust

Shackelford Trust

Youth Ministry Office Endowment

Total Pricipal $1,014,282.25

Foundation Charitable Purposes

Lawrence F. Boland

Kenneth A. & Mary Brown

Bishop Joseph B. Brunini

Business PLUS

Edward Buttross #1

Catherine Ann Cross

Leo T. Donnenelly

Mary Nell Donohoe

Ambrose B. Dunn

Englehart & Merzweiler

John H. Geary

Catherine Goetz Gill

Edith D. Hegman

Richard & Betty Herschede #1

Joseph & Nena Hildebrand

Corinne Laguzzi Hinton

John T. Kelly

Catherine McCosker

Dr. William Cunningham McHardy Memorial

Rev. Msgr. James T. McKenna

Memorial Trust

William H. Miller

Pradat Family

Mr. & Mrs.Raymond A. Rayne

Anthony & Dorothy Roman

Manuel J. Scanlon

W.E. Gene & Dorothy M. Taylor

Anthony Thomas Family

Unrestricted Trust

Fr. Lawrence Watts #1

Fr. Lawrence Watts #2

Total Pricipal $1,276,780.88

Foundation Operations

Charles P. & Kathryn O. Adams Trust

Msgr. Patrick Thaddeus Harkins Trust

Richard & Betty Herschede #2

Lifetime Membership

Total Pricipal $771,056.25

Insurance

John H. Geary (foundation purposes)

Mary Catherine Grower (St. Joseph School, Madison)

Margaret N. Campbell (Seminarian Education)

Margaret O. Williams (Catholic Charities)

Kinghts of Columbus (for Seminarian Education)

Dennis J. Antici

Daniel H. Bicknell

Martin K. Bisek

David A. Breaux

Michael P. Brechtel

Catherine A. Brulin

Vincent P. Chiarito

Paul J. Croft

Michael E. Daves

Cathy W. Ditcharo

Dr. Wade H. Ditcharo

M. Wayne Ebelhar

Brian T. Engelland

Theodore D. Gray

Lawrence E. Hallisey

Tom F. Hinds

Sterling O. Knight

Marvin L. Lott

Jobe Maynor

Marion J. McCraw, II

William L. Morris

Jim V. Pate

John. F. Piazza

Patick K. Quinn

Dennis K. Riecke

Jerry C. Roberts

George Roman

Dr. James R. Rooks

Joel David Summers

Thomas W. Thornton

John W. Turner, Jr.

Policy Amount $500,448.80

Parish Trusts

Aberdeen - St. Francis

Teresa B. Pryor

Total Pricipal $26,579.43

Amory - St. Helen

St. Helen Parish $16,086.14

Total Principal $16,086.14

Booneville- St. Francis of Assisi

St. Francis of Assisi Parish $59,143.32

Total Principal $59,143.32

Brookhaven - St. Francis of Assisi

St. Francis of Assisi Parish $48,232.52

Total Principal $48,232.52

Camden, Sacred Heart

Suphur Springs - Immaculate Conception Cemetery $21,158.74

Total Principal $21,158.74

Canton - Sacred Heart

Edward Buttross #2 $10,633.47

Bertha Gross $15,310.10

Total Pricipal $25,943.57

Carthage - St. Anne

Leake County - St. Anne Catholic Cemetery $23,105.43

Total Pricipal $23,105.43

Clarksdale - St. Elizabeth

St. Elizabeth Parish $1,285.33

Total Pricipal $1,285.33

Cleveland - Our Lady of Victories

Joe and Victor Aguzzi $103,597.88

Rev. Thomas Lalor $2,687.46

Total Pricipal $106,285.35

Clinton - Holy Savior

Sisters Michele Doyle & Kathleen Kunze S.S.S.F $23,959.28

Holy Savior Parish $16,946.98

James N. Wallace $7,866.23

Charles and Mark LeBlanc Mem $4,023.12

Total Pricipal $48,772.49

Corinth - St. James

St. James Parish $2,868.56

Total Pricipal $2,868.56

Crystal Springs - St. John

Abraham M. & Clara H. Boackle $2,715.71

Total Principal $2,715.71

Flowood - St. Paul

St. Paul Parish $2,244.57

Total Pricipal $2,244.57

Forest - St. Michael

St. Michael Parish $11,827.63

Total Principal $11,827.63

Gluckstadt - St. Joseph

St. Joseph Parish $48,916.95

Gluckstadt - St. Joseph Cemetery $11,961.59

Total Principal $60,878.54

Greenville - Sacred Heart

Sacred Heart Greenville Tuition Endowment $12,688.96

Total Principal $12,688.96

Greenville - St. Joseph

Frank Binder $25,312.06

Augustine J. "Gus" Correro $28,746.61

Margaret Loyacono $23,100.17

Patricia Prewitt $20,156.26

Vincent and CamilLe P. Provenza $39,727.86

Joseph Reilly $104,389.03

Katherine Reilly $104,389.03

St. Joseph Church $45,429.99

St. Vincent de Paul $32,788.53

Hugh and Agnew Van Norman $105,519.21

Joseph "Bo" Watson $1,405.53

Jim Crawford Memorial Trust $5,155.59

Total Principal $536,119.87

Greenwood - Immaculate Heart of Mary

Josephine Barlow $21,541.80

Florence M. Biggers $21,636.04

Wallace Carpenter Family #2 $45,365.18

Rev. Msgr. John F. Clerico $101,864.82

Alex & Stella Malouf Sr. $104,890.32

John & Maggie Malouf $25,064.84

McGeary Family $86,796.53

Vennis L. Upchurch $77,191.14

Total Principal $484,350.67

Greenwood- St. Francis of Assisi

Fr. Nathaniel Machesky $10,118.82

Total Principal $10,118.82

Grenada - St. Peter

John and Mary Messina Memorial Trust $58,818.98

Total Principal $58,818.98

Holly Springs - St. Joseph

David A. Houck $5,111.02

St. Joseph Parish $22,504.16

Total Principal $27,615.18

Houston - Immaculate Heart of Mary

Phyllis Bray $1,770.55

Teresa B. Pryor $26,579.43

Total Principal $28,349.98

Iuka - St. Mary

St. Mary Parish $1,206.03

Total Principal $1,206.03

Jackson - Cathedral of St. Peter

Lance and Elaine Brien $3,707.78

James T. Canizaro Family $62,572.98

Joey & Jenny Donnell $1,578.85

Michael & Melanie Dowell $10,131.09

Keith E. Edwards Memorial $3,379.19

Ellis Joseph & Herbert Nunnery $7,310.12

Clarence & Rubye Lefoldt $100,152.32 Frank Mastronardi Trust for the Cathedral of St. Peter the Apostle $320,620.07

Sister Claudia Murphy $48,749.08

Neel Family $52,004.02

St. Peter Cathedral Parish $45,858.66

Richard & Frances Boeckman (Millsaps) $4,165.17

Total Principal $660,229.33

Jackson - Christ the King

Christ the King Parish $1,779.85

Total Principal $1,779.85

Jackson - St. Richard

St. Richard's Youth Program (Jake Addison) $22,937.87

Msgr. Josiah G. Chatham $35,824.27

St. Richard Special Kids $4,054.77

Barbara Hardin Crespino Memorial Trust $25,176.85

Total Principal $87,993.76

Jackson - St. Therese

St. Therese Parish $10,604.52

Leah Youngblood $7,068.94

Total Principal $17,673.45

Lexington - St. Thomas

St. Thomas of Lexington $3,529.27

Total Principal $3,529.27

Madison - St. Francis of Assisi

St. Agnes Fund $9,417.54

St. Francis Parish $53,905.76

Total Principal $63,323.30

McComb - St. Alphonsus

St. Alphonsus Parish $3,989.99

Thomas B. Austin $22,608.54

Igor Santos $4,550.47

M.B. and D.C. Schott Memorial Trust $2,022.08

Total Principal $33,171.08

Meridian - St. Joseph

Charles & Mary Bohannon Trust $3,481.95

Total Principal $3,481.95

Meridian - St. Patrick

St. Patrick Parish $2,103.65

Meridian - St. Patrick Cemetery $107,342.97

Total Principal $109,446.62

Natchez - St. Mary Basilica

Chalres H. Berdon Family $51,560.28

Guerico Family (college) $36,468.79

Annette Lombardo Davidson McGraw $28,115.26

McGraw $10,490.30

St. Mary Parish $308,281.81

Trippe Family $13,832.41

Jefferson County - St. James Cemetery $51,552.78

Total Principal $500,301.64

Natchez - Assumption

D'Antoni Family $30,198.82

Rev. Patrick Hayden $1,225.04

Total Principal $31,423.86

New Albany - St. Francis of Assisi

St. Francis Parish $8,379.58

Total Principal $8,379.58

Newton - St. Anne

Emily O'Rorke Summer $32,469.27

Total Principal $32,469.27

Oxford - St. John

Robert W. Cleary $77,445.20

Frances Selzer Talbert $3,491.80

St. John Trust for Campus Ministry (Ole Miss) $6,189.03

Frances Breaux Smith Scholarship Trust $3,000.00

Victor and Gladys Baglioni Vocation Trust $10,000.00

Clayton Stephens Benevolent Trust $40,516.88

The Jane Cassisa Scholarship Trust $105,743.75

Mary Lillian "Sue" Hart Trust $66,474.73

Total Principal $312,861.38

Paulding - St. Michael

St. Michael (Paulding) Parish $1,162.83

Paulding - St. Michael's Catholic Cemetery $27,159.29

Paulding - Eva and William Harrington $3,606.18

Paulding - Dan M. Skehan $27,159.29

Total Principal $59,087.59

Philadelphia - Holy Rosary

Indian Mission Lands Trust $12,800.66

Choctaw Indian Mission Trust $50,928.24

Holy Rosary Parish $78,593.42

Holy Rosary Catholic Indian Mission Cemetary Trust $32,140.65

Total Principal $174,462.97

Port Gibson - St. Joseph

St. Joseph Parish $1,195.55

Port Gibson - St. Joseph Catholic Cemetery $54,721.37

Msgr. Thad Harkins $6,951.75

Total Principal $62,868.67

Senatobia - St. Gregory

St. Gregory the Great Parish $3,035.72

Total Principal $3,035.72

Shelby - St. Mary

St. Mary Parish $5,102.74

Total Principal $5,102.74

Starkville - St. Joseph

St. Joseph Parish $20,613.02

Dean Allen McGhee (MS State) $25,517.52

Total Principal $46,130.54

Tupelo - St. James

St. James Parish $5,297.91

Total Principal $5,297.91

Vicksburg - St. Mary

St. Mary's Scholarship $8,912.83

Total Principal $8,912.83

Vicksburg - St. Michael

St. Michael Parish $9,056.32

Total Principal $9,056.32

Vicksburg - St. Paul

St. Paul Parish $10,404.17

Josephine R. Walters $918.89

Total Principal $11,323.06

West Point - Immaculate Conception

Jody Portera $29,454.43

Immaculate Conception Parish $5,308.17

Total Principal $34,762.60

Winona - Sacred Heart

Raymond Dietta Family $2,225.42

Louise B. Jones $7,942.50

Betty Humphries Neal $11,509.59

Sacred Heart $681.85

Total Principal $22,359.36

Woodville - St. Joseph

St. Joseph Church $11,052.45

Total Principal $33,411.81

Yazoo City - St. Mary

Jordan Family $222,392.32

Edward T. Jordan, Jr. $220,115.76

St. Mary Parish Trust $16,278.74

Margaret M. Swayze $3,748.45

St. Francis Parish $1,162.83

Marion Dongieux, Sr. $287.12

Mr. and Mrs. D.P. McGowan Trust(After 6/30/13) $5,000.00

Total Principal $462,535.27

Priest Retirement

John Browne Family $5,945.52

Bishop Joseph B. Brunini Burse $41,495.76

Msgr. P.J. Carey $1,084.92

Clarence & Mary Carroll $31,446.72

Msgr. Edward Cratin $53,180.20

Eli & Kathryn Ellis $6,076.72

Tessie Peatross Hickman (Bishops) $156,867.50

J.C. Maloney #1 $5,628.03

Messina & Tuminello Family #1 $10,796.06

Josephine & Bob Nader $2,402.18

Dan & Marie Nicholas $14,623.52

Lucille Bailey Thomas Priest Retirement Fund $50,565.11

Total Principal $380,112.24

Retreat Centers

The Dwelling Place Endowment Fund $6,823.86

Total Principal $6,823.86

Saltillo Mexico

Rev. Patrick Quinn $7,112.15

Total Principal $7,112.15

Schools

Clarksdale - St. Elizabeth

Shepherd William Haaga Trust $13,923.25

St. Elizabeth School $59,384.15

Elizabeth Malatesta Scarborough Education Trust $827.40

Total Principal $74,134.79

Columbus - Annunciation

Annunciation School $386,093.63

Total Principal $386,093.63

Greenville - Our Lady of Lourdes

Sarah Lee V. Little $17,170.40

Robert and Helen Turcotte Memorial Trust $6,025.00

Total Principal $23,195.40

Greenville - St. Joseph

Paul Edward Abide, Sr. $93,498.31

Sister Marie Alspaugh $59,733.38

J.W. Blalack $1,210.50

Matthew James Cannatella $17,889.69

Century III Foundation $104,813.91

Rev. Gene Chatagnier $108,528.27

Jeremiah & Julia Mary Corcoran $40,295.09

Jesse Edwards $11,218.36

Br. Thomas Geraghty $64,373.08

Charisse Harris $17,170.40

Jerry Hendrick $1,651.39

Frances Hickman Memorial Turst $17,170.40

Martha K. Lenoir $17,170.40

Jason P. Mandolini $11,040.48

Ken Radigan $17,170.40

Rebecca Rosella $6,101.23

Edna & George Shamoon $10,604.18

St. Joseph Charitable Trust $110,375.01

St. Joseph Endowment $17,170.40

Elias P. Shapley Perpetual Trust $17,170.40

Sisters of Mercy Perpetual Trust Fund $17,170.40

Eddie Somers $16,274.45

Richard & Mary Somers $61,353.14

J.P. Tonnar $18,020.29

David L. Vickers $12,624.23

Beatrice Bea Wise $15,416.21

Total Principal $885,214.04

Greenwood - St. Francis of Assisi

Michael & Melanie Dowell $50,655.43

St. Francis of Assisi $10,930.80

Thaxton Family $17,246.22

Total Principal $78,832.46

Jackson - Sister Thea Bowman

Dr. Gloria D. Beal $6,439.86

Sister Thea Bowman $24,894.94

Total Principal $31,334.80

Jackson - St. Richard

St. Richard Certified Teacher Incentive $64,057.05

St. Richard Education Trust $64,275.96

Jules Michel St Richard School Education Trust $5,119.03

Total Principal $133,452.04

Jackson - St. Therese

Louis V. Covert $36,817.22

Brother Luke Pearson, F.M.S. $8,679.76

St. Therese School $13,689.71

Total Principal $59,186.70

Madison - St. Joseph High School

Michael "Duke" & Matthew Rene Barbee $7,152.66

William Dunning Trust $5,220.39

Pete & JoAnn Foret $15,061.56

Patrick Grower & John G. Subowicz $70,912.98

Rebecca Hirtz Hargon $26,525.52

Angela Kajdan $5,975.03

Robert Bruce McArthur $18,093.54

Maureen McCarthy $34,305.58

St. Joseph High School $42,422.85

St. Joseph High School Endowment $228,039.48

Thomas A. Wolf $1,220.18

Total Principal $454,929.77

McComb - St. Alphonsus

St. Alphonsus School $3,557.94

Total Principal $3,557.94

Meridian - St. Patrick

St. Patrick School $191,868.63

Total Principal $191,868.63

Mobile AL - Spring Hill College

Bishop Brunini Catholic College $13,912.02

Stella Schmidt $21,049.94

Total Principal $34,961.96

Natchez - Cathedral School

James R. Arnold, Sr. (college) $18,254.39

Burns-Grady Family $240,097.14

Kevin & Rosa Byrne Family $67,954.79

Certified Teacher Incentive $326,002.23

Cathedral Schools Charitable $419,768.42

Daughters of Charity $95,629.39

Dominic & Josephine Maresca DiStefano $2,139.11

Hailey Estes (college) $4,101.46

Stella Austen Gilleas Handy (college) $21,786.36

George Junkin (college) $12,144.38

Natalie C. Luscombe $14,560.45

Jules Michel Staff Recognition Trust $1,304.29

T. Jack Owens $3,299.08

Julia C. Stanton $5,032.41

Total Principal $1,232,073.90

Vicksburg - St. Francis & St. Aloysius

Joseph T. Balzli $14,631.42

Brothers of the Sacred Heart $61,749.91

Martin Lombard Burns $6,069.18

Aloysius & Mary Camp $9,066.86

Anthony Cozzani (college) $58,548.94

Mary Bendinelli Denton $6,143.83

Thomas E. Dykes, Jr. $6,625.41

Bruce A. Ebersole $19,165.23

Sr. Mary Cabrini Fagan, R.S.M. $6,182.68

Pete, Carmella & Franco Family $5,388.66

Dante & Michael Ganzerla $9,722.90

Graduating Senior Class $5,099.52

Mary Eloise Guider $7,413.48

Loviza Family $12,276.02

Morgan & Braud $6,866.44

Mamie Nassour $5,435.10

Pikul Family $17,170.40

Corey Pinkston Family $16,833.77

Nellie A. Prendergast $7,007.14

Adam A. Rula $14,037.18

St. Aloysius - St. Francis $75,708.87

Rosemary Schaff $21,574.16

Vedros Family $5,765.08

Vicksburg Catholic Schools Sisters of Mercy $59,914.77

Vicksburg Catholic School Endowment $258,350.31

Dr. Ann Wheeless & Mr. Peter Pikul $2,033.94

Dorothy Supple Yerger $4,585.92

Robert Knox Foley III Memorial Scholarship $10,579.73

Total Principal $733,946.86

Seminarian Education

Frank Binder $16,874.70

Bishop Joseph B. Brunini Anniversary Trust $84,242.54

Dr. & Mrs. Iley F. Dillon $12,263.42

Fr. John Patrick Egan $5,226.73

Eli & Kathryn Ellis $6,076.72

Ganzerla Family $14,363.44

Bishop R. O. Gerow $9,545.85

Msgr. Michael Glynn $14,673.74

Harry & Jimmy Lou Goulet $8,646.64

Tom & Bessie Haddican $3,787.47

Msgr. Thad Harkins $86,022.94

Knights of Columbus $36,090.85

John & Teresa Latino $16,863.39

Harold & Kathryn Lehman Family $14,712.25

Rev. Charles Loyacono $2,327.29

J.C. Maloney #2 $5,653.03

Rev. Walter Maloney $3,081.70

Messina & Tuminello Family #2 $6,443.39

James & Patrick Miller $46,002.23

Margaret Haaga Murphree $117,085.18

Joe G. & Adelle Unis Rice $2,054.41

Seminarian Education Trust $155,883.42

Martha & Paul Tarbutton $18,735.08

Philip Tavoleti $33,772.74

Lucille Bailey Thomas Priest Education Fund $50,666.23

Total Principal $771,095.39

Senior Citizens

Bishop's Poor Souls Novena $9,545.85

Total Principal $9,545.85