Financially Sound

Our ministry is to actively manage, protect and grow investment funds entrusted to us by institutions of the Catholic Church through three distinct investment funds. The Endowment and Investment funds were established in 2007 and are opened to Catholic entities within the Archdiocese of San Antonio and its provinces. The Investment Fund is offered through our wholly owned nonprofit subsidiary: The Catholic Fraternity Fund. Currently the total of all funds consists of 98 accounts totaling over $77 million. The fund is actively managed under the precepts of Socially Responsible Investing fully reflective of our Catholic faith. One of the advantages of being a part of a Catholic Community Fund & Catholic Fraternity Fund investment fund is that it provides the member organization the opportunity to be a part of a much larger fund providing critical mass of investment size so as to make a real difference in increasing the fund’s investment opportunities, mitigation of risk, increasing diversification options, lowering of money manager fees and maximizing the appreciation potential/returns paid to its members. The Fund is also unique in that it offers three investment funds for members to choose from and, what’s more, a member may divide their investment across as many of the funds as they wish with no additional fees.

 

Our Growth and Rates of Return

The goal of each fund is to offer competitive returns while investing according to the Catholic faith as outlined by United States Conference of Catholic Bishops statement on Social Responsible Investing. The investment strategy was fundamentally changed in the summer of 2016. Note: Returns below are a historical lookback of the current Investment funds and are not representative of a participants return.

CCF Endowment/CFF Equity Emphasis Fund – Annual Investment Returns after Money Manager Fees, before CCF Management Fees of the current Investment strategy

As of December 31, 2016                        As of September 30, 2017

YTD17                                                           11.5%

1 Year              7.2%                                     12.5%

3 Years            6.2%                                     8.4%

5 Years            9.9%                                     9.4%

10 Years          5.8%                                     6.0%

 

CFF Balanced Fund – Annual Investment Returns after Money Manager Fees, before CCF Management Fees of the current Investment strategy

As of December 31, 2016                        As of September 30, 2017

YTD17                                                             9.9%

1 Year                6.2%                                   10.4%

3 Years              5.6%                                    7.6%

5 Years              8.5%                                    7.9%

10 Years            5.9%                                    5.9%

 

CFF Income Emphasis Fund – Annual Investment Returns after Money Manager Fees, before CCF Management Fees of the current Investment strategy

As of December 31, 2016                        As of September 30, 2017

YTD17                                                           8.3%

1 Year                 5.5%                                  8.7%

3 Years              5.6%                                   7.2%

5 Years              7.6%                                   6.8%

10 Years            5.9%                                   5.7%

For more information, please contact Steve Oswald, CEO/President, Catholic Community Foundation at 210-732-2157 or at steve.oswald@ccftx.org.



Our Investment Committee

Our Investment Committee is led by a group of visionary Catholic business and community leaders who provide morally responsible, professional, confidential and effective investment management for Catholic institutions. The Investment Committee is a dedicated group of financially experienced members of the Board of Trustees along with individual non-trustee committee members.

 

Martha D. Leiper

Martha D. Leiper

Chair, Investment Committee

Senior Vice President, Corporate Finance and Enterprise Money Movement, USAA

Deacon Harry M. Flavin

Deacon Harry M. Flavin

Former Chair, Investment Committee

Principal, Matterhorn Capital Management, L.L.C.

Michael S. Ciskowski

Michael S. Ciskowski

Executive Vice President & CEO, Valero Energy Corp.

Elizabeth F. Crawford

Elizabeth F. Crawford

Managing Director, Investment Advisor, Sendero Wealth Management

Richard C. Dietz

Richard C. Dietz

Retired AT&T Officer, Past Board Secretary – Catholic Community Foundation/Catholic Fraternity Fund

Stephen M. Dufilho

Stephen M. Dufilho

Chair, Board of Trustees, Catholic Community Foundation/Catholic Fraternity Fund

Michael C. Gillespie

Michael C. Gillespie

Denim Group

Mark P. Mays

Mark P. Mays

Principal, Rocking M Capital

Steve Oswald

Steve Oswald

CEO/President, Catholic Community Foundation/Catholic Fraternity Fund