2021
THE YEAR IN REVIEW
Answering the call to faithful Catholic stewardship and service, the Catholic Community Foundation offers professionally managed philanthropy opportunities to Archdiocese of San Antonio parishes, schools, cemeteries, agencies, ministries, and individual Catholic philanthropy. CCF is an autonomous Pious Foundation overseeing endowment funds, designated funds and investment agency funds serving organizations within the Archdiocese. All are invested following the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines while delivering competitive returns.
Catholic Community Foundation delivers competitive
Investment returns with Catholic Social Responsible Investing
THE CATHOLIC COMMUNITY FOUNDATION FOR THE ROMAN CATHOLIC CHURCH OF THE ARCHDIOCESE OF SAN ANTONIO AN AUTONOMOUS PIOUS FOUNDATION
WWW.CCFTX.ORG
Dear Friends,
As we bring you this 2021 Year In Review, we would like to thank all of our generous donors and those who have continued to support our foundation. On behalf of the Board of Trustees, Committee members, and staff of the Catholic Community Foundation, we sincerely appreciate your confidence in allowing us to serve you in fulfilling your charitable intentions. Thank you for being in solidarity with other Catholic philanthropists who through morally responsible investing, share in your passion to support the spiritual, educational and social needs of Catholic communities within our Archdiocese of San Antonio. Your trust in us has yielded a very positive and promising 2021 report. Endowed investment returns was 17% and distributed $3.1M in grants to Catholic organizations.
During the summer of 2016, through the leadership of a group of visionary Catholic priests, business and community leaders and financial experts who comprise our InvestmentCommittee, the Foundation restructured its Investment Strategy. Its focus was to provide competitive returns only through Catholic socially responsible investing. The new strategy has been overwhelmingly successful and has delivered significant Investment returns aligned with benchmarks for the industry.
Please consider an estate or retirement gift to a Catholic Parish, School or Agency Endowment Fund. Through your will, living trust, or retirement account, you can provide a future gift to Catholic Parish, School or Agency Endowment Funds. A Bequest or other planned gift is a beautiful way to leave a lasting legacy for the benefit of Christ’s Kingdom. Thank you for prayerfully joining with us and your fellow parishioners in furthering the good work and future of our Catholic Parishes, Schools and Agencies.
The cornerstones of our Foundation’s ministry are: Confidence, Competence and Confidentiality. These cornerstones keep us focused on our vision, mission and service goals. Through God’s grace, together we will continue to work toward the mission of the Church. May God bless you and your loved ones.
Sincerely yours,
Stephen M. Dufilho
CHAIR, BOARD OF TRUSTEES
Alison Cochrane
CEO/PRESIDENT
OUR SERVICES
Endowment Funds Investment Funds Donor Advised Funds Estate & Planned Giving Consultations
OUR GOALS
Give competitive returns with
Catholic Socially Responsible
Investing
OUR MISSION
Facilitate, receive, manage, safeguard and grow investments; supporting organizations and donors aligned with the tenets of our Catholic Faith
OUR RESULTS
Investment returns are in-line
with benchmark index returns;
$3.1M Endowment Grants
distributed this year
Board of Trustees
Chair
Stephen M. Dufilho
investments
Chair
Ray E. Berend
Audit Committee
Certified Public Accountant
Secretary
George J. Person
Attorney At Law, Person, Mohrer, Morales, Boddy, Garcia & Gutierrez, PLLC
Treasurer
Eric C. Opiela
attorney at law
Ex-officio
Most Rev. Michael
J. Boulette, D.Min.
auxiliary bishop of san antonio,
moderator of the curia, vicar
general
Ex-officio
Most Rev. Gustavo
García-Siller, M.Sp.S.
Metropolitan Archbishopof San Antonio, RomanCatholic Archdiocese of San
Antonio
Ex-officio
Most Reverend Gary W.
Janak, J.C.L.
Auxiliary Bishop of San Antonio
Vicar General Chancellor
Richard Dietz
Retired At&T Officer
Richard Kardys Jr
Retired Banker
Frank M. Kudla, Jr.
President & COO, FNK Ventures, LLC
Rev. Martin J. Leopold
Pastor, Mary, Mother Of The Church Parish
Mona C. Mengler
auxiliary bishop of san antonio,
moderator of the curia, vicar
general
Rick Molina
Business Owner, Mesquite Country Enterprises
Paul Olivier
Retired Banker
John Robb
Retired Banker
Alison Cochrane
ceo/president
Deacon John Benage
Vice President
Rachel Babcock
executive assistant
Sendero Wealth Management
Financial Advisor
Fisher, Herbst & Kemble
CPA Auditor
Richard Kardys
Chair, Investment Committee,
Catholic Community Foundation/
Catholic Fraternity Fund Retired Group Vice President – Frost Bank
Michael S. Ciskowski
Retired Executive Vice President & CFO, Valero Energy Corp.
Richard C. Dietz
Past Investment Committee Chair, Retired AT&T Officer
Stephen M. Dufilho
Chair, Board of Trustees Catholic Community Foundation/Catholic Fraternity Fund Investments
Frank Kudla Jr.
President & COO,
FNK Ventures, LLC
Elizabeth F. Crawford
CEO, Sendero Wealth Management
Steve Oswald
Former CEO/President Catholic Community Foundation/Catholic Fraternity Fund
Tom Stringfellow
Chief Investment Strategist, Argent Financial Group President & Chief Investment Officer, Frost Investment Advisors
Frost Bank: Executive Vice President & Chief Investment Officer (Financial Management Group) Vice President
The Investment Committee
The Heart of our Ministry
Under the leadership of Committee Chair Richard Kardys the Investment Committee is dedicated to its mission of advising the Foundation on its investments, assuring our compliance to the tenets of our Catholic faith through Socially Responsible Investing and preserving and growing our
member’s assets.
With the support of Sendero Wealth Management’s Elizabeth Crawford, Chief Executive Officer, the Investment Committee is committed to our objective of long-term perpetual growth of assets and protection of Capital, which sometimes means having a willingness to temporarily accept lower returns in times of market uncertainties and risk.
Socially Responsible
Investing
We are focused on providing competitive returns while being guided by the United States Conference of Catholic Bishops (USCCB) Statement on Socially Responsible Investment Guidelines (SRI).
Our funds provide Active Ownership for a Better World by Amplifying the Voice of Catholic Investors.
Rigid Catholic Screening Process and Active Ownership to promote:
Protect life, promote human dignity, act justly, enhance the common goal and provide care for the environment.
Win / Win: Win for Our Investment Returns and Win for a better world
It is vitally important that our management of investments adhere to the teachings of our faith. Members of the Catholic Community Foundation and Catholic Fraternity Fund are assured that their funds are managed in strict accordance with our Catholic faith.
Work of the Investment
COMMITTE
The Good Shepherd Legacy Society
Salt of the Earth & A Light to Our Nation
Archbishop Gustavo García-Siller, M.Sp.S. celebrates Mass Good Shepherd Legacy Society Dr. M.Celia Flores-Feist & John Feist,
Rosemary Kowalski, C. Clark Welder and Leticia R. Elder
The Good Shepherd Legacy Society serves to promote the Catholic Community Foundation as their giving vehicle in their stewardship and/or in their Estate Plan as a reflection of their commitment to their Catholic Faith and values.
Legacy Society members are exemplary witnesses and participants in our Catholic Faith as they fulfill the Baptismal Call to be Leaven in the World, Salt of the Earth and a Light to our Nation.
Good Shepherd Legacy Society Members
- Larry J. Benson Jr.
- Thomas Milton Benson Jr.
- Ray and Dorothy Berend
- Clifton J. Bolner
- General Patrick Henry Brady
- Mike Ciskowski
- Richard C. Dietz
- Stephen and Adele Dufilho
- Norman and Leticia Elder
- Rosemarie Evancho
- John Feist and Dr. M. Celia Flores-Feist
- Mitchell and Christine Finnie
- Raymond Hannigan
- Mark and Cynthia Hoffman
Good Shepherd Legacy Society Members
- Kathy Hurst
- William and Margie Klesse
- Rosemary Kowalski
- Frank and Nancy Kudla Jr.
- Robert and Hildegard Moore
- Paul J. and Evelyn R. Olivier
- Annemarie Oswald
- Chuck Oswald
- George Oswald
- Mike Oswald
- Tom Oswald
- Rev. Msgr. Lawrence Stuebben
- Louis and Vivian Vance
- C. Clark Welder
- Velma Spruel Williams
Three Diversified Investment Funds
INVESTMENT OBJECTIVES
Three Diversified Investment Funds
Competitive Returns with Catholic Socially Responsible Investing
- Sophisticated Local Investment Advisor: Sendero Wealth Management
- Top Notch Investment Committee
- Equities – Christian Brothers Investment Services (CBIS) – 100% Catholic SRI Passive Investments : 60% of the Endowment/Equity Emphasis Fund Index Funds: US Large Cap and US Small Cap
- Active Managed Investments
- PIMCO and CRI Bonds
- CRI International Equity
- Knight of Columbus Senior Secured Loan Fund (Large Endowments Only)
- Bank of America Religious Voice and Values Equity (Very Large Endowments Only)
- Periodic Re-balancing of Accounts
- Investment Strategy and Tactics Monitored and Periodically Updated
INVEST WITH PURPOSE
When you entrust your funds to CCF, they grow through socially responsible investments managed by “nancial experts and are reinvested by you for the good of the Catholic community.
OUR PATRON ST. MATTHEW
The Episcopal Decree that created the Catholic Community Foundation for the Roman Catholic Church of the Archdiocese of San Antonio as an Autonomous Pious Foundation was signed on September 21, 2006 at San Fernando Cathedral, on the Feast of our patron – St. Matthew, the patron saint of bankers and accountants.
THE CROSS
The Catholic Community Foundation’s logo was inspired by the iron cross believed to have topped the original dome of the 18th century San Fernando Cathedral in San Antonio. It is the oldest cathedral sanctuary in North America. Construction began in 1738 and was completed in 1750. !e cross was inherited and preserved by members of the Herrera family and it remains on display at the museum located adjacent to the cathedral.
2021 – BY THE NUMBERS
Tremendous Investment Returns
Annualized Past Returns as of 12/31/2021
(after Money Managers fees / before CCF fees)
Returns are a historical look-back of the current investment model and are not representative of a participant’s return.
Catholic Community Foundation
OUR VISION
To offer a vehicle for Catholic parishes, schools, universities, religious orders, agencies and philanthropists to invest funds that are professionally managed to achieve desired risk adjusted returns in strict accordance with our faith, and to strengthen the Catholic community
“We believe we receive with one hand & give out with the other hand. Ultimately, it is Christ within who is the giver.”
leticia r. elder
donor advised member
Managed Endowment Funds
CCF annual grants totaled $2,499,000 to 41 Catholic parishes, schools,
ministries or agencies. Below is the complete list of our endowments.
CATHOLIC PARISHES / CATHOLIC SCHOOLS
- Antonian College Preparatory School
- Hope For The Future Catholic Schools
- Molina Family Scholarship End Fund for
- Antonian College Prep HS
- Notre Dame School Kerrville TX
- Oswald Family Fund Central Catholic
- High School
- Oswald Family Fund Incarnate Word
- High School
- Sacred Heart Catholic School Floresville
- Sacred Heart Catholic School Uvalde
- Seminarian Formation
- St James Catholic Church – Glenewinkel School
- St. Gregory Catholic School Nano’s Gift
- St. Pius X Catholic School Fund 1
- St. Pius X Catholic School Fund 2
- Ackermann Family St Joan Of Arc Catholic
- Church
- Archdioceses of San Antonio Poor Parishes
- CCF FBO William C. Martin Endw Fd for St. Pius
- Church of the Good Shepherd Catholic Church
- Church Of The Holy Spirit Catholic Church
- HJNJ Ciskowski Family for St. Mary’s C.C.in Medford Oklahoma
- Holy Name Catholic Church
- Holy Redeemer Catholic Church- St. Peter Claver Cemetery
- Holy Rosary Catholic Church
- Immaculate Conception of the Blessed Virgin Mary
- James & Martha Garcia, St. Joseph-South San Catholic Church
- Mary, Mother Of The Church Catholic Church
- Notre Dame Catholic Church
- Our Lady Of Grace Catholic Church
- Our Lady of Guadalupe Catholic Church
- Our Lady Of Guadalupe Shrine Catholic Church
- Our Lady of Sorrows Catholic Church
- Sacred Heart Catholic Church
- Sacred Heart Catholic Church del Rio
- San Fernando Cathedral Catholic Church
- St Joseph Downtown Catholic Church
- St Marys Stockdale Catholic Church Texas
- St. Andrew Catholic Church in Lytle, TX
- St. Anthony Catholic Church at the UTSA
- St. Anthony De Padua IHO Fr. Kevin
- Shanahan
- St. Francis Of Assisi Catholic Church
- St. Gerard Catholic Church
- St. Helena Catholic Church
- St. John Bosco Catholic Church Natalia
- St. John Neumann – Edwin Stecher
- Catholic Church
- St. Joseph Catholic Church Festival
- St. Joseph Catholic Church-Dilley
- St. Mark Evangelist Catholic Church
- St. Matthew Catholic Church
- St. Peter Prince of Apost Catholic Church
- St. Peter the Apostle Catholic Church
- St. Peter Upon the Water
- St. Pius X Catholic Church
CATHOLIC PARISHES / CATHOLIC SCHOOLS
- Antonian College Preparatory School
- Hope For The Future Catholic Schools
- Molina Family Scholarship End Fund for
- Antonian College Prep HS
- Notre Dame School Kerrville TX
- Oswald Family Fund Central Catholic
- High School
- Oswald Family Fund Incarnate Word
- High School
- Sacred Heart Catholic School Floresville
- Sacred Heart Catholic School Uvalde
- Seminarian Formation
- St James Catholic Church – Glenewinkel School
- St. Gregory Catholic School Nano’s Gift
- St. Pius X Catholic School Fund 1
- St. Pius X Catholic School Fund 2
- Ackermann Family St Joan Of Arc Catholic
- Church
- Archdioceses of San Antonio Poor Parishes
- CCF FBO William C. Martin Endw Fd for St. Pius
- Church of the Good Shepherd Catholic Church
- Church Of The Holy Spirit Catholic Church
- HJNJ Ciskowski Family for St. Mary’s C.C.in Medford Oklahoma
- Holy Name Catholic Church
- Holy Redeemer Catholic Church- St. Peter Claver Cemetery
- Holy Rosary Catholic Church
- Immaculate Conception of the Blessed Virgin Mary
- James & Martha Garcia, St. Joseph-South San Catholic Church
- Mary, Mother Of The Church Catholic Church
- Notre Dame Catholic Church
- Our Lady Of Grace Catholic Church
- Our Lady of Guadalupe Catholic Church
- Our Lady Of Guadalupe Shrine Catholic Church
- Our Lady of Sorrows Catholic Church
- Sacred Heart Catholic Church
- Sacred Heart Catholic Church del Rio
- San Fernando Cathedral Catholic Church
- St Joseph Downtown Catholic Church
- St Marys Stockdale Catholic Church Texas
- St. Andrew Catholic Church in Lytle, TX
- St. Anthony Catholic Church at the UTSA
- St. Anthony De Padua IHO Fr. Kevin
- Shanahan
- St. Francis Of Assisi Catholic Church
- St. Gerard Catholic Church
- St. Helena Catholic Church
- St. John Bosco Catholic Church Natalia
- St. John Neumann – Edwin Stecher
- Catholic Church
- St. Joseph Catholic Church Festival
- St. Joseph Catholic Church-Dilley
- St. Mark Evangelist Catholic Church
- St. Matthew Catholic Church
- St. Peter Prince of Apost Catholic Church
- St. Peter the Apostle Catholic Church
- St. Peter Upon the Water
- St. Pius X Catholic Church
MINISTRIES AND SOCIAL SERVICES/
PRIESTS AND SEMINARY
- Archbishop Gomez Ministry
- Archdiocese Flores Education of Priests
- Assumption Seminary
- Assumption Seminary Facilities
- Catholic Cemetery of San Antonio
- Catholic Cemetery of San Antonio
- Catholic Community Foundation Operations
- Catholic Television of San Antonio
- CCF FBO Archive Archdioceses Of SA
- Emery John Opiela Assumption Seminary
- Roman Catholic Church of the Archdiocese of SA
- St. Anthony Cemetery
- St. Louis Cemetery Perpetual
- The Old Spanish Missions
- Unrestricted General Fund
- Catholic Charities of San Antonio
- CCAOSA Preserving Families
- Finnie’s for Families & Children
- Flores-Feist Youth Ministry Scholarship
- Friends Of St PJ’s Children’s Home
- Guadalupe Community Center
- Our Lady Of Guadalupe Social Service
- Seton Home of San Antonio
- Thomas Milton Benson Jr.
DONOR ADVISED FUNDS
In 2021, CCF made 55 grants totaling $518,538.
Below is the complete list of our Donor
Advised Funds.
- Archbishop Gomez Fund
- Bolner Donor Advised Philan Fund
- Dietz Family Fndn Fund
- Frazier & Wade Fund
- General & Nancy Lee Brady Foundation Fund
- Hoffmann Fam Fund
- Kudla Family Foundation Fund
- Mary Mother of the Church Fund
- N & L Elder Fam Fund
- Olivier Family Fund
- Ray & Dorothy Berend Fund
- Sironget Finnie Fund
- Stephen Dufilho Family Char. Fund
- Vance Family Fund
Catholic Endowment Funds
The Gift that Keeps on Giving
- Catholic Community Foundation Endowment accounts are permanently restricted funds managed by the Foundation in perpetuity.
- An Endowment, which can be named for a Catholic organization or ministries can be established in any amount of $10,000 or more; or $5,000 for an initial Catholic Parish Endowment each is permanently endowed in order to ensure the sustainability of the Endowment’s stated purpose.
- Individuals may establish Endowment accounts to benefit a parish, Catholic institution, school, ministry or agency of their choice.
- Endowments provide for future income streams – i.e. with a 4 to 5% annual distribution of a 3-year average market value of the account.
- Endowments can help raise and provide a steady path for a predictable and growing source of funds each year.
- Endowments help raise new contributions. Anyone or Organization can donate new funds to an existing endowment. Planned Giving and IRA gifts can be donated to Endowment Funds.
- Endowment Fund uses:
- Ministry support
- Facilities/Buildings
- New Programs
- Scholarships
- Cemetery
- Operations
- To be determined in the future
- Endowments strengthen and sustain the named Catholic Organization.
Catholic Community Foundation
“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 Family Donor Advised Fund.”
– VIVIAN M. VANCE CATHOLIC COMMUNITY FOUNDATION PAST BOARD OF TRUSTEES & DONOR ADVISED MEMBER
Charity, patience and tenderness are very beautiful gifts. If you have them, you want to share them with others.
HIS HOLINESS POPE FRANCIS
Donor Advised Funds / Designated Funds
Giving Generously and Effectively Throughout Your Lifetime & Beyond
Create a legacy today through a professionally managed Catholic Community Foundation Donor Advised Fund or Designated Fund. A Donor Advised Fund provides turnkey solutions in fulfilling giving goals. Donors are assured their funds are managed in strict accordance with Catholic faith.
All investments are guided by the United States Conference of Catholic Bishops Statement on Socially Responsible Investment Guidelines. Funds provide competitive returns while being aligned with Catholic Socially Responsible Investing.
Anyone can create a permanent legacy of faith, family & future through the establishment of a Donor Advised Fund. The minimum amount to start a fund is $25,000. The donor will receive immediate charitable tax deductions for each contribution to the account.
Over time donor advised fundholders recommend charitable gift distributions from their account to Catholic parishes, schools, seminaries, apostolates or other nonprofit organizations of their choice. The Catholic Community Foundation provides cost efficient account administration and can assist with evaluating giving opportunities.
Estate/Planned Giving
Creating A Lasting Impact
The Catholic Community Foundation encourages every Catholic to remember the Church and its ministries in their planned giving through their Last Will and Testament or through other vehicles such as a gift of 401k, 403b, SEP, IRA and /or Life Insurance, Bank or Brokerage account, bene;ciary designations. Establish a planned gift that meets your goals – whether you would like to put your donation to work today or benefit a Catholic organization or ministry after your lifetime, the Foundation can assist you in finding a charitable plan that allows you to provide for your family and support the Catholic Community Foundation or any other Catholic ministry of your choice. Remember to consult with an estate planning attorney.
The Foundation offers you Planned Giving vehicles: Bequests, Beneficiary designations, Donor Advised Funds and Endowment Funds. There are many types of Planned Giving instruments available to you and your family depending on your philanthropic and estate goals. Let us assist you in finding the one that best serves your Planned Giving purpose.
Please make a legacy gift to a Catholic Endowment Fund
Did you know that there are ways to support a Catholic Parish, School or Agency Endowment Fund that doesn’t affect your current lifestyle or family’s security? Through your will, living trust, or retirement account, you can provide a future gift to a Catholic Parish, School or Agency Endowment Fund. This is a simple, meaningful way to provide for your family’s future while also addressing the future needs of your parish.
If you have already included a Catholic Parish, School or Agency Endowment Fund in your estate plans, please let us know so that we can show our appreciation for your thoughtfulness now. We want to be sure that we recognize your gift in a way that is meaningful to you.
If you have not yet remembered a Catholic Parish, School or Agency Endowment Fund in your estate plan, please review the sample giving opportunities listed below. If you are considering a beneficiary designation as a gift, all that is needed is to simply fill out a beneficiary designation form for the retirement (IRA, 401k, 403b, 457, SEP), brokerage or bank account from which you wish to make your gift.
Please consider making a gift to one of the following Catholic causes: Catholic Parish Endowment – to support your parish. Seminarian Formation Endowment – to support the formation of priests. Catholic Charities Endowment – to support social service ministries. Hope For the Future Catholic Schools Endowment – to support Catholic Schools tuition assistance or to your favorite Catholic Endowment Fund.
Please contact Deacon John Benage, Vice President for Gift and Estate Planning at the Catholic Community Foundation, who will be happy to assist you in choosing a gift that best suits your situation and interests. Please contact him at (210) 732-2157 or by email at [email protected]. You may also visit www.ccftx.org.
A bequest or other planned gift is a beautiful way to leave a lasting legacy for the benet of Christ’s Kingdom. Thank you for prayerfully joining us and your fellow parishioners in furthering the good work and future of the Archdiocese of San Antonio.
Managed Investment Funds
- ACTS Missions
- Antonian College Preparatory High School
- Air Force Village II Catholic Congregation
- Antonian College Preparatory High School
- Archdiocese of San Antonio
- St. Brigid Catholic Catholic Church
- Discalced Carmelite Fathers of Arkansas
- Catholic Cemeteries & Mausoleums
- of San Antonio
- Catholic Charities of San Antonio
- Church of the Holy Spirit Catholic Church
- Church of the Good Shepherd Catholic Church
- Discalced Carmelite Fathers of San Antonio,Inc.
- St. James Catholic Cemetery (Gonzales)
- Holy Rosary Catholic Church
- Immaculate Conception of the Blessed Virgin
- Mary Catholic Church
- Immaculate Heart of Mary Catholic Church
- Mexican American Catholic College
- Sacred Heart Catholic Church – Del Rio
- Our Lady of Perpetual Help (San Antonio)
- Old Spanish Missions, Inc.
- Our Lady of Grace Catholic Church
- Our Lady of Guadalupe Shrine Catholic Church
- St. Anthony Catholic Church
- St. Peter, Prince of the Apostles Catholic Church
- Sacred Heart Catholic Church (Del Rio)
- Sacred Heart Catholic Church (Floresville)
- San Francisco de la Espada Mission
- Seton Home- Education
- St. Andrew Catholic Church
- St. Ann Catholic Church
- St. Anthony Catholic Church
- St. Anthony Catholic Church (Elmendorf)
- St. Louis Catholic Church / St. Francis of Assisi,
- (Medina Lake Chapel) Mico, Medina County
- St. Gerard Catholic Church
- St. Helena Catholic Church
- St. James Catholic Church (Seguin)
- St. Andrew Catholic Church / St. John Bosco
- Catholic Church
- St. John Neumann Catholic Church
- St. Louis Catholic Church
- St. Mary Magdalene Catholic Church
- St. Mary’s University
- St. Michael Catholic Church
- St. Pius X Catholic Church
- St. Peter-St. Joseph Children’s Home
- St. Timothy Catholic Church
AN AUTONOMOUS PIOUS FOUNDATION
All funds are managed and invested in accordance with the tenets of our Catholic faith.
chair person
ALISON COCHRANE
CEO/PRESIDENT
DEACON JOHN BENAGE
VICE PRESIDENT
phone
210.732.2153
210.732.2157
website
www.ccftx.org
www.catholicfund.us
www.ccftx.planmylegacy.org
Address
111 Barilla Place, San Antonio, Texas 78209
STATEMENT OF DISCLAIMER
Any information contained in this communication and/or its attachments is not intended to be tax advice. The Catholic Community Foundation (CCF) and the Catholic Fraternity Fund (CFF) strongly suggest that you consult with a tax professional concerning any tax matter. Potential investors are advised to review the Catholic Fraternity Fund’s Disclosure Statement at: https://catholicfund.us/wp-content/uploads/2021/02/CFF_Disclosure-Statement_2-12-2021.pdf
- Neither Catholic Community Foundation, Catholic Fraternity Fund, nor the funds are registered as an investment company under the Investment Company Act of 1940 or as an investment adviser under the Investment Advisers Act of 1940.
- Participation in the funds is subject to certain risk factors described in the disclosure statement located at our website www.catholicfund.us
- Investments in the funds are not insured by the Federal Deposit Insurance Corporation (the “FDIC”) or any other governmental agency.
- No guarantee or representation is made that the funds will be successful, and investment results may vary substantially over time.
- Note: May not be available in all states.
