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Notre Dame FoundationAnnual Report2007-2008

.Dear Family, Friends and Notre Dame Alumni:This past spring I joined Notre Dame as the NotreDame Foundation Development Director. Prior tomy official capacity, my family has been a part of thegreater Notre Dame family for the past three years.During that time I have witnessed first-hand how greatour school is and now I am proud to use my talents tospread the word about what makes Notre Dame special.Our students consistently score above state and national averages academically. They also develop strongmoral character in class as well as through communityservice activities. This combination of academic excellence and exceptional character speaks volumes for ourstudents and adds greatly to our community vitality.Thanks to the generosity of so many family, friends andalumni, a Notre Dame education is still within reach of many families. However, whilestill vastly less expensive than Catholic schools in other cities, the most cited reason whyfamilies leave Notre Dame is the cost of tuition. That is why the Notre Dame Foundationwas established – to make Catholic education available and accessible to everyone.Last year the Notre Dame Foundation Board chose to adopt a more aggressive approachto developing Foundation assets. In addition to investing where there is potential forhigher rates of return, the Foundation Board hired me as full-time Development Director.I am happy to report that the Foundation grew in assets by over 97,000 this year. Thisgrowth enabled the Foundation to provide 89,000 of much-needed support directly toNotre Dame Schools.This school year will be full of both opportunities and challenges, and so I ask you to joinus as we continue to make Notre Dame a special place for current and future students.Included in this report is a list of ways you can help support Notre Dame schools throughthe Notre Dame Foundation. I encourage you to take a look and see if one is right for you.Thank you and God Bless.Val GiannettinoNotre Dame Foundation Development DirectorNotre Dame Foundation Board Members 2007-2008Joe Schilling, PresidentJim Jennison, Vice PresidentKaren Marino, SecretaryJohn Walz, TreasurerBill BelgerJohn BentlerMike BushBrad DeeryJeff EbbingBrian FlemingDebbie LillieJohn O’NeillVal Giannettino, ex-officioRev. Patrick J. Hilgendorf, ex-officioDeb Trine, ex-officio

Condensed Statement of Assetsfor the Year Ended June 30, 2008Unrestricted AssetsCash & EquivalentsAccrued Investment IncomeInvestments, FMVTotal Unrestricted Assets 120,992 51740,128 161,637Restricted AssetsCash & EquivalentsAccrued Investment IncomeInvestments, FMVCash Value Life Insurance PoliciesTotal Restricted AssetsTotal Assets 147,75216,7801,907,30122,250 2,094,083 2,255,720Net AssetsUnrestricted FundRestricted FundsGeneral FundFaculty Support FundSt. Jude Tuition Assistance FundCurriculum FundCapital Improvements FundFichtenkort Scholarship FundDehner Scholarship FundRev Patrick J. Hilgendorf Scholarship FundBetty Hopewell Ertz Scholarship FundTotal Net Assets 865,80214,491 2,255,720Combined Statement of Revenue & Expensesfor the Year Ended June 30, 2008Support & RevenueGeneral EndowmentFaculty Support FundContributions - St. Jude Tuition Assistance FundCurriculum FundCapital Improvements FundFichtenkort Scholarship FundDehner Scholarship FundRev. Patrick J. Hilgendorf Scholarship FundBetty Hopewell Ertz Scholarship FundTotal Support & RevenuesExpensesDistributions to Burlington Notre DameGeneral, Administrative ExpensesFund Raising ExpensesTotal ExpensesIncrease in Net AssetsNet Assets July 1, 2007Net Assets June 30, 2008 69,450108,11216,936181159,00813,3132,497657 220,168 (89,081)(9,279)(24,045) (122,406) 97,762 2,157,958 2,255,720

Making a difference. one student at a timeWith over 2 million in managed assets, the Notre Dame Foundation supports a varietyof functions within Notre Dam

John Midge Delaney Memorial 20.00 Alberta Gall Memorial 20.00 Carol Mark Memorial 300.00 Doris McCann Memorial 1,280.00 Eileen McClain Memorial 500.00 Ronald Schemmel Memorial 500.00 Peter Schilling Memorial 20.00 Edward Senn Memorial 665.00 David Steinle Estate 20,000.00 Bernard Swords Estate 22,073.96

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