Endowment Fund

The St. Ann Endowment Fund was established in 1993 to help ensure the long-term financial stability of St. Ann Catholic Church and School. Although there is only one fund, the assets are accounted for separately for the church and school.

As an endowment fund, all contributions are considered "principal" and continue to generate returns in perpetuity.  Only earnings from the fund are available for distribution. Last year, we received approximately $90K in distributions from the fund. Distributions are allocated to the church and school based on their respective share of fund assets.

The governing document for the fund is the Endowment Declaration which was most recently amended in May of 2009. The fund is overseen by a Board of Trustees appointed by the pastor.  

As of September 30th the market value of investments held in the fund was approximately $2,380,538. Approximately 65% of the fund assets are invested in diversified stock funds managed by Country Club Trust Company, Tower Wealth Managers, Inc. The remaining 35% are invested in a fixed income portfolio with Country Club Trust Company, Tower Wealth Managers, Inc. Financial results are prepared and reviewed with the Board of Trustees quarterly.

Sources of deposits include:

• Contributions from School and School of Religion families
• Estate and memorial gifts
• Foundation and corporate gifts
• Fall Festival proceeds
• Individual contributions

The St. Ann Legacy Society is an honorary organization to recognize and thank donors who have remembered St. Ann Catholic Church or School as beneficiary of a planned estate gift. Planned estate gifts include wills, bequests, charitable gift annuities, charitable trusts and life insurance. Legacy Society members assist St. Ann Parish in providing for the long-term financial stability of the church and school. If you would like more information on how to become a member of the Legacy Society, please contact our Development Coordinator, Michaela Comstock, at (913) 660-1117 or mcomstock@stannpv.org.

Legacy Society Members:
Anonymous (5)
Gwen Aylward   
Esther Bizal
Jean and Steve Braun
Pat and Harriet Brazil
Claudia and John Caton
Michaela and Andrew Comstock    
Linda and Dan Cosgrove
Bill Dunn    
Robert Graham  
Rick Gutknecht
Donald and Marilyn Hail
Darin and Lauren Heyen
Paula and Larry Hollenbeck
Bernard Jacquinot
Rick and Joan Jones    
Janet Kunz
Mary and John Latenser
Patti and Jim Lisson    
Jackie Madden
Suzanne Mogren
Scott Moore    
Roonie and Joe Murrell
Winnie and Jim Nass
Donna O'Connor
Mimi and Brian O'Laughlin    
Jane and Gene Peck
Gene and Polly Pope
Rich and Gail Sahlfeld    
Stephanie Smith    
Molly Stueve
Gail Sturdevant   
Kathy Thomas
Judy Vohs    
Leslie and Jim Whitaker
 
In Memoriam:
Loretta Allebach
Bob Aylward
Dick Aylward
Arlis and Audrey Bender
Madeline Benoit
Albert Bizal
Frank and Noureen Bleier
Martha Brady
Wayne Brazeal
Bernard  Brueck
Leo Burns
Dr. and Mrs. Paul Centner
Micki Christian
Cathernine and Harry Deyoe
Frances and Les Diebo
Kathryn Dierks
Bernie & Sue Dierks
Gladys Dillon
Bill & Rita Dooley
Cecelia Draney
Jean Dunn
Gil and Kay Fisher
Lillian Graham  
Ethel Hruska
Mr. and Mrs. Ole Jensen
Phil & Mary Jo Jensen
George Cook Jordan
Eva Knight
Ruth Larson
Don and Jeen Lysaught
Bernie Madden
Larry McManus
Mary Lib and Eugene McGannon
Norma & Gene Mitchell
Mary Louise and Harold Miller
Barthel T. Mintken
Richard F. Mock
Bob Mogren
Pam Molnar
Bob O'Connor
Marie Olson
John & Katie Ormsby
Marie Percy
Philomena Ridgway
Agnes E. Rubick
Ruth and James Ryan
Helen and Ralph Sarli
John Schmidt
Mark Schuler
Nokie I. Sheehan
Frank Spaeth
Corky Stueve
Howard Sturdevant
Rose Teicher
Robert & Marcie Thedinger
Bob Vohs 
Bob & Bev Vyhanek
Elizabeth Walker
Betsy Jacquinot
Al & Pat Kolarik