PARTIAL LIST OF MANAGED FUNDS
as of apri 1, 2016
Endowment Funds
•antonian college preparatory high school
•archbishop josé h. gomez ministry
•archives of the archdiocese of san antonio
•assumption seminarian formation
•assumption seminary
•assumption seminary facilities
•catholic cemeteries of san antonio
•catholic community foundation
•catholic television of san antonio (ctsa)
•flores-feist acolyte scholarship, brownsville, tx
•friends of st. peter-st. joseph children’s home
•hope for the future catholic schools
•immaculate conception of the blessed virgin mary
catholic church
•notre dame school kerrville, texas
•old spanish missions, inc.
•our lady of grace catholic church
•sacred heart catholic school, uvalde, texas
•sacred heart school, floresville, texas
•san fernando cathedral
•st. james catholic school, seguin, texas
•st. joseph catholic church (downtown)
•st. mary, stockdale, texas
•st. peter-st. joseph children’s home
Donor Advised Funds
•archbishop josé h. gomez
•cynthia and mark hoffmann family
•emily a. frazier and l.t. wade trust
•norman d. and leticia r. elder family
•stephen m. dufilho family charitable fund
•the clifton j. bolner and rosalie r. bolner
philanthropic fund
•the vance family
Archbishop Gustavo GarcíaSiller, M.Sp.S. bestows the Good
Shepherd Legacy Medalion upon
Stephen Dufilho, Chairman,
Catholic Community Foundation’s
Board of Directors for establishing
the Stephen M. Dufilho Family
Donor Advised Fund
RIGHT:
OUR SERVICES
Endowment Fund Management
OUR INVESTMENT SERVICES
*Investment Services
To help fund the future, endowments can be established for any
official ministry of the Catholic
Church. Endowments can be set
up to benefit Parishes, Archdiocese
of San Antonio, Catholic Agencies,
Schools, Cemeteries, Religious
Orders, Facilities, Ministries, etc. Assumption Seminary Seminarian Formation
The funds are permanently
Endowment Fund
endowed in order to ensure the
sustainability of a stated ministry. An endowment
fund is a permanently restricted fund managed by
the foundation to ensure its growth, its protection
into perpetuity and annual grant distributions.
Three investment funds are offered with a distinct
Catholic identity and committment: Equity
Emphasis Fund, Balanced Fund, and Income
Emphasis Fund. Investment funds are based on
desired returns and risk levels and on investment
time horizons of when the funds are needed for
planned and/or unplanned events or comittments.
These investment funds are available to the
Archdiocese of San Antonio Parishes, Catholic
Agencies, Schools, Cemeteries, Religious Orders,
Facilities, and Ministries, etc.
Donor Advised Funds
www.catholicfund.us
What will be your legacy? Donors can create a
permanent legacy of faith, family and future through
the establishment of a Donor Advised Fund. The
immediate tax advantages and simplicity of a Donor
Advised Fund have made them the fastest growing
portal for donors at all levels.
“Jesus said, ‘Do you love me?
Feed my sheep . . . Follow me’
We are His hands and feet on earth,
so these were the words Louis and I
considered when we were thinking
about establishing our Vance
Family Donor Advised Fund.”
VIVIAN M. VANCE
Estate/Planned Giving
Every Catholic is encouraged to remember the
Church in their planned giving through their Last
Will and Testament or through other vehicles such as
a gift of Life Insurance, a beneficiary designation, a
Charitable Lead Trust or a Charitable Gift Annuity.
Please visit our website for more information and
discuss it with an estate planning attorney.
*Offered through our wholly
owned subsidiary the
Catholic Fraternity Fund
BENEFITS TO OUR DONORS
most reverend gustavo garcía-siller, m.sp.s., archbishop of san antonio at the consecration
The Catholic Community Foundation works to
connect generous donors with the emerging and
existing needs of Catholic communities, ministries,
and organizations. As a donor, you can benefit from
our services which help you to give generously and
effectively throughout your lifetime and beyond.
When you choose to donate to the Catholic
Community Foundation you can designate where
you would like your money to go [ie. one of
the many existing Endowment funds] - to new
Endowment fund you establish or you may place it
in an unrestricted fund where it will be used to fill
the greatest needs.
Contact Steve Oswald to learn more about
how you can establish a fund or contribute
to an existing fund.
phone: 210.732.2157
Visit our website at www.ccftx .org
st. peter-st. joseph children’s home
hope for the future catholic schools
investment fund
“Charity, patience
and tenderness are
very beautiful gifts.
If you have them,
you want to share
them with others.”
- POPE FRANCIS
endowment fund
Catholic Community
Foundation established as
an Autonomous Pious
Foundation
8122 Datapoint Drive, Suite 804
San Antonio, Texas 78229
phone: 210.732.2157 | www.ccftx.org
ABOUT US
The Catholic Community Foundation
for the Roman Catholic Church of the
Archdiocese of San Antonio was established
as an autonomous pious foundation under
Cannons 1303 and 114 on September 21,
2006. Since its inception the Foundation, a
501(c)3 charity and a perpetual endowment,
has grown both monetarily and in terms of
services provided.
The Foundation is led by a group of visionary
Catholic business and community leaders
who provide morally responsible, professional
and effective financial management for our
Catholic institutions.
Operating as a Catholic Community
Foundation, we oversee and manage funds for
parishes, Catholic schools and institutions,
and Donor Advised Funds in an array
of investments. Our goals are to provide
competitive returns with Catholic Social
Responsible Investing (SRI).
The Cornerstones of our work are
Confidence, Competence
and Confidentiality
OUR VISION
OUR MISSION
The Catholic Community Foundation is a safe place
for Catholic parishes, schools, universities, religious
orders, agencies, and philanthropists to deposit and
grow funds that strengthen the Catholic community.
The Catholic Community Foundation operates to
receive, manage, safeguard and grow investment
funds; supporting organizations and donors aligned
with our Catholic values and teachings.
CATHOLIC SRI
OUR RESULTS
• All investment funds are guided by the United
States Conference of Catholic Bishops (USCCB)
statement on Social Responsible Investing (SRI)
• Members are assured that their funds are
managed in strict accordance with our faith
• Over 99% Catholic Social Responsible Investing
compliant
• $2M in grants distributed in 2016
• $6M grants distributed since 2013
• $11M earned by Catholic organizations
The Catholic Community
Foundation, by virtue of
its proven leadership and
demonstrated stewardship,
provides endowment, donor
advised and investment
funds in accordance with
the tenants of our faith.
Donors are assured that
their funds are managed in strict
accordance with our faith while
providing competitive returns.
STEVE OSWALD, CEO/PRESIDENT
CATHOLIC COMMUNITY FOUNDATION
CATHOLIC FRATERNITY FUND
EMAIL: STEVE.OSWALD@CCFTX.ORG
OFFICE: (210)732.2153
DONATE TO AN EXISTING ENDOWMENT OR ESTABLISH A NEW ENDOWMENT - WWW.CCFTX.ORG
San Fernando Cathedral Endowment
“San Fernando Cathedral, the oldest
cathedral in the United States is respected
not only by Catholics but by any and all
interested in San Antonio and Texas and I get to be the Founding
Donor of this endowment
which will preserve this
historic cathedral for
generations to come.”
- ROSEMARY KOWALSKI
BUSINESS WOMAN AND OWNER,
THE RK GROUP
Old Spanish Missions, Inc. Endowment
“Earnings from this endowment support
the on-going maintenance and repairs of
the four missions (Concepcion, San Jose,
San Juan and Espada) church buildings,
worship spaces, and grounds.
This was a contributing
factor in the Missions’ recent
disignation as a World
Heritage site.”
- FATHER DAVID GARCIA
DIRECTOR,
OLD SPANISH MISSIONS, INC.