2022
THE YEAR IN REVIEW
In this issue
So we fix our eyes not on what is seen, but on what is unseen, since what is seen is temporary, but
What is unseen
is eternal
2 Corinthians 4:18 NIV
A Testament of Faith, Hope, and Compassion
Dear Friends,
As we reflect on the past year, we are filled with immense gratitude for the transformative journey we have undertaken together at the Catholic Community Foundation. The year 2022 has been marked by remarkable milestones, and we want to share these moments of significance with you.
Your support, both financial and moral, has been instrumental in propelling CCF to new heights. In 2022, we accomplished the following with your generous contributions:
In 2022, we distributed a total of $4,073,000 through 162 grants. These grants have had a profound impact on countless lives and communities.
Moreover, we received contributions from 230 dedicated donors, totaling $2,700,000 in gifts. This extraordinary outpouring of support is a testament to the unity of purpose and shared commitment within our Catholic community family.
We extend our heartfelt appreciation to our incredible partners and dedicated staff. They have been the pillars of strength, tirelessly working towards fulfilling our mission. Their unwavering commitment and selflessness have enabled us to achieve these milestones and create a lasting impact.
Our annual report, which you will find enclosed, delves into the stories of transformation and hope that have emerged from our work. These narratives serve as a testament to the tangible results of your generosity and the difference it has made in the lives of many.
As we stand at the threshold of a new year, we do so with faith, hope, and a profound sense of purpose. Together, we look forward to continuing our journey, making an even greater impact on those we serve and the community we cherish.
In His boundless love,
Alison Cochrane
CEO/PRESIDENT
Stephen M. Dufilho
CHAIR, BOARD OF TRUSTEES
So we fix our eyes not on what is seen, but on what is unseen, since what is seen is temporary, but
What is unseen
is eternal
2 Corinthians 4:18 NIV
STAFF, BOARD OF TRUSTEES OFFICERS, TRUSTEES & NON TRUSTEE-COMMITTEE MEMBERS
the BOARD OF TRUSTEES
Alison Cochrane
President & CEO
Deacon John Benage
Vice President
Rachel Babcock
executive assistant
Stephen M. Dufilho
Chair
investments
Ray E. Berend
Chair, Audit Committee Certified Public Accountant
Most Rev. Michael
J. Boulette, D.Min.
Ex-Officio
Auxilliary Bishop Of The Archdiocese of San Antonio, Moderator Of The Curia, Vicar General
Most Rev. Gustavo
García-Siller, M.Sp.S.
Ex-Officio
Metropolitan Archbishop Of San Antonio
Most Reverend Gary W.
Janak, J.C.L.
Ex-Officio
Auxiliary Bishop of San Antonio Vicar General Chancellor
Eric C. Opiela
George J. Person
Secretary
Attorney At Law, Person, Whitworth, Borchers & Morales, L.L.P
Richard Dietz
Past Chair, Investment Committee Retired AT&T Officer
Richard Kardys Jr
Chair, Investment Committee Retired Group Vice President – Frost Bank
Frank M. Kudla, Jr.
President & COO, FNK Ventures, LLC.
Rev. Martin J. Leopold
Pastor, Mary Mother Of The Church Parish
Mona C. Mengler
Community Volunteer
Rick Molina
Owner, Mesquite Country Enterprises
Paul Olivier
Retired Banker
John Robb
Retired Banker
Richard Kardys
Investment Chair
Richard C. Dietz
Stephen M. Dufilho
Frank M. Kudla Jr.
Michael S. Ciskowski
Retired Executive Vice President & CFO, Valero Energy Corp.
Steve Oswald
Retired CEO & President Catholic Community Foundation
Tom Stringfellow
Chief Investment Strategist, Argent Financial Group
Ray E. Berend
Audit Chair
Stephen M. Dufilho
Frank M. Kudla, Jr.
OUR MISSION
Facilitate, receive, manage, safeguard and grow investments; supporting organizations and donors aligned with the tenets of our Catholic Faith
OUR SERVICES
Endowments, Investment Agency Accounts and Donor Advised Funds.
WHY WE SERVE?
At the Catholic Community Foundation, our existence is defined by a sacred purpose, rooted in the rich teachings of the Roman Catholic Church. As stewards of God’s grace, we wholeheartedly embrace our mission to serve, uplift, and empower both the Church and the faithful. Here are five profound reasons why we passionately dedicate ourselves to this noble calling:
Fiscal Year In Review
Becoming an Optimal Blessing
Accepting God’s Gifts as For the Benefit of Others
By Paul and Evelyn Olivier
Preparing to retire in 2017, an opportunity presented itself for a mini-retreat: Sacred Fire – The Sessions of our Lives and the Stages of Discipleship conducted by Father Ron Rolheiser, OMI. Set in three stages, the retreat was captivating, focusing on: The Struggle to Get our Lives Together; The Struggle to Give our Lives Away; and, Radical Discipleship – The Struggle to Give our Deaths Away.
It was this last stage that truly captured our attention and caused us to focus. Father Rolheiser quotes Henri Nouwen here, At a certain point in our lives the question is no longer, “What can I still do that my life makes a contribution?” But: “How can I now live so my death will be an optimal blessing to my family, the Church, and the world?”
“How can I live so my death will be an optimal blessing…” encouraged us to think deeply about how we can be more helpful to others in the present and in the future; how can our passing from this life be a blessing to our family, church, and community? This led us to conversations with our estate planning attorney, our financial planning advisor, our accountant and the Catholic Community Foundation. The Catholic Community Foundation (CCF) was a perfect partner for establishing the planned giving portion of our estate plan. The process was easy and straightforward. We established a Donor Advised Fund (DAF) with CCF.
Because a deposit to a DAF is a charitable gift we were able to take a charitable gift tax deduction on our income tax when we made our initial gift, even though we did not have all of the funds disbursed to specific organizations that year. Gifts to other organizations from the DAF were made in subsequent years.
As the years go by, we are making additional deposits to our DAF and taking a charitable gift income tax deduction in the year of those deposits. And each year, we decide what organizations we will make gift recommendations out of the DAF while the funds in the DAF grow as these are invested.
CCF is a great place to have your DAF as all the funds held by CCF are invested according to the United States Conference of Catholic Bishops’ guidelines for socially responsible investing. This helps assure investors that funds are being invested according to Catholic teaching.
As an example of how this can work, we recently had gifts made from our DAF to the following:
We encourage you to consider a DAF as a giving arm for your charitable giving.
The Twin Missions of CCF
Since our inception in 2006, The Catholic Community Foundation of San Antonio has been an ardent champion of philanthropy within the Catholic community. We embrace a twofold mission:
Nurturing the Establishment of Permanent Funds:
At CCF, we walk alongside generous donors, empowering them to create enduring funds that stand as enduring testaments to their unwavering dedication to the causes close to their hearts. These funds are the bedrock of perpetual support, ensuring that the missions they support continue to thrive.
Facilitating Responsible Investment Stewardship:
CCF extends its committed hand to parishes, schools, and other Catholic organizations by providing them with efficient and morally sound investment management solutions. Our approach is rooted in Catholic Socially Responsible Investing, safeguarding the growth of endowment assets, and nurturing their capacity to serve our beloved Catholic community for generations to come.
5 Stages to Become a Donor With CCF
At the Catholic Community Foundation, embarking on the journey to become a compassionate benefactor is both straightforward and spiritually fulfilling. Here are five fundamental stages to become a cherished contributor and make a meaningful impact through our foundation:
Stage 1: Discern Your Catholic Calling
Stage 2: Select Your Philanthropic Approach
Stage 3: Connect with Our Catholic Community
Stage 4: Craft Your Catholic Giving Plan
Stage 5: Witness Your Catholic Impact
Catholic Education
Hope for the Future (Hope) provides tuition assistance for students in financially disadvantaged families, opening a gateway to an excellent academic and faith-based education at a Catholic school of their choice within the Archdiocese of San Antonio. Catholic education changes lives.
We offer tuition assistance to help make the educational and spiritual benefits of our schools a reality for these disadvantaged families.
Our funding comes from a variety of sources including nearly 20% from the Catholic Community Foundation which manages the Hope for the Future Catholic Schools Endowment Fund. This $10 million dollar Endowment provides nearly $500,000 in reliable support each year. Since 2016, the Endowment has funded more than 3,500 tuition assistance awards totaling $2.9 million.
The Endowment is such a blessing because we know the funds will come in year after year, allowing us to assist the families who count on us to be there for them.
Catholic students from at-risk backgrounds are 42% more likely to graduate high school than their public-school peers. In fact, 98% of high school seniors who receive a Hope award graduate from high school and go on to college or military service. Catholic school graduates are change agents; they are more likely to vote, volunteer, give to a charity, and go to church than their
public-school peers. Our Catholic Schools ignite a love of learning, inspire lives of faith, and compel young men and women to be the very best version of themselves, the person God created them
to be.
Financial Health
Endowments
An Endowment Fund provides funding to a Catholic parish, school, organization or charitable cause in perpetuity, making it possible to ensure long-term financial support. The Catholic Community Foundation has distributed 76 grants for over $3,600,000 in 2022 and, since inception, 366 grants for over $21,000,000.
leticia r. elder
donor advised member
“We believe we receive with one hand & give out with the other hand. Ultimately, it is Christ within who is the giver.”
Donor advised fund
Catholic parishes, schools and organizations partner with the Catholic Community Foundation through an investment agency fund to manage their assets. They can balance their acceptable risk with financial objectives while investing in a manner consistent with our Catholic faith. Please visit our website for an updated list of agency funds.
- ACTS Missions
- Air Force Village II Catholic Congregation
- Antonian College Preparatory School
- Archdiocese of San Antonio
- Catholic Cemeteries of the Archdiocese of San Antonio
- Catholic Charities of San Antonio Fund
- Church of the Good Shepherd Catholic Church
- Church of the Holy Spirit Catholic Church
- Discalced Carmelite Fathers of Arkansas
- Discalced Carmelite Fathers of San Antonio, Inc.
- Holy Rosary Catholic Church
- Immaculate Heart of Mary Catholic Church
- Immaculate Conception of the Blessed Virgin Mary Catholic Church
- ACTS Missions
- Air Force Village II Catholic Congregation
- Antonian College Preparatory School
- Archdiocese of San Antonio
- Catholic Cemeteries of the Archdiocese of San Antonio
- Catholic Charities of San Antonio Fund
- Church of the Good Shepherd Catholic Church
- Church of the Holy Spirit Catholic Church
- Discalced Carmelite Fathers of Arkansas
- Discalced Carmelite Fathers of San Antonio, Inc.
- Holy Rosary Catholic Church
- Immaculate Heart of Mary Catholic Church
- Immaculate Conception of the Blessed Virgin Mary Catholic Church
- Mary, Queen of the Universe (Comstock)
- Mexican American Catholic College
- Mission San Francisco de la Espada
- Old Spanish Missions, Inc.
- Our Lady of Grace Catholic Church
- Our Lady of Guadalupe Shrine Catholic Church
- Our Lady of Perpetual Help (San Antonio)
- Our Lady of Perpetual Help (Saspamco) Elmendorf
- Sacred Heart Catholic Church (Del Rio)
- Sacred Heart Catholic Church (Floresville)
- Sacred Heart Catholic School (Del Rio)
- Santa Clara Cemetery Fund (Seguin)
- Seton Home
- Seynor Santo Nino DeCebu Catholic Church
- St Peter Upon the Water Center for Spiritual Direction and Formation Fund
- St. Andrew Catholic Church
- St. Ann Catholic Church
- Mary, Queen of the Universe (Comstock)
- Mexican American Catholic College
- Mission San Francisco de la Espada
- Old Spanish Missions, Inc.
- Our Lady of Grace Catholic Church
- Our Lady of Guadalupe Shrine Catholic Church
- Our Lady of Perpetual Help (San Antonio)
- Our Lady of Perpetual Help (Saspamco) Elmendorf
- Sacred Heart Catholic Church (Del Rio)
- Sacred Heart Catholic Church (Floresville)
- Sacred Heart Catholic School (Del Rio)
- Santa Clara Cemetery Fund (Seguin)
- Seton Home
- Seynor Santo Nino DeCebu Catholic Church
- St Peter Upon the Water Center for Spiritual Direction and Formation Fund
- St. Andrew Catholic Church
- St. Ann Catholic Church
- St. Anthony Catholic Church (Elmendorf )
- St. Brigid Catholic Church
- St. Francis of Assisi, Medina Lake Chapel (Mico)
- St. Gerard Catholic Church
- St. Helena Catholic Church
- St. James Catholic Cemetery (Gonzales)
- St. James Catholic Church (Seguin )
- 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. Peter, Prince of the Apostles Catholic Church
- St. Peter-St. Joseph Children’s Home
- St. Pius X Catholic Church
- St. Timothy Catholic Church
- St. Anthony Catholic Church (Elmendorf )
- St. Brigid Catholic Church
- St. Francis of Assisi, Medina Lake Chapel (Mico)
- St. Gerard Catholic Church
- St. Helena Catholic Church
- St. James Catholic Cemetery (Gonzales)
- St. James Catholic Church (Seguin )
- 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. Peter, Prince of the Apostles Catholic Church
- St. Peter-St. Joseph Children’s Home
- St. Pius X Catholic Church
- St. Timothy Catholic Church
Donor Advised Fund grant recipients
- Alliance of Children’s Rights Mercy Home for Children
- Ascension DePaul Services 2022 IMPACT Campaign Natural Womanhood
- Assumption Seminary Oblate Sisters of St. Francis de Sales, Inc
- Boys Town Our Lady of Lake University
- Brothers of the Sacred Heart Our Lady of Wisdom University Parish
- Catholic Answers, Inc. Pilgrim Center of Hope Inc for Catholic Women’s Conference
- Catholic Charities of the Archdiocese of SA Pilgrim’s Pantry
- Catholic Charities, Uvalde Crisis Relief Services Sacred Heart Catholic Church Uvalde
- Catholic Community Foundation Sacred Heart Southern Missions
- Alliance of Children’s Rights Mercy Home for Children
- Ascension DePaul Services 2022 IMPACT Campaign Natural Womanhood
- Assumption Seminary Oblate Sisters of St. Francis de Sales, Inc
- Boys Town Our Lady of Lake University
- Brothers of the Sacred Heart Our Lady of Wisdom University Parish
- Catholic Answers, Inc. Pilgrim Center of Hope Inc for Catholic Women’s Conference
- Catholic Charities of the Archdiocese of SA Pilgrim’s Pantry
- Catholic Charities, Uvalde Crisis Relief Services Sacred Heart Catholic Church Uvalde
- Catholic Community Foundation Sacred Heart Southern Missions
- Catholic High School of Baton Rouge, LA SAMMinistries
- Catholic Medical Mission Board Inc San Antonio Food Bank
- Catholic Near East Welfare Association Seton Shrine
- Congregation of Divine Providence Special Olympics of Texas
- FOCUS missionary – Laura Sprute at Auburn University St. Francis of Assisi – Parish Festival
- Fullness of Truth St. Labre Indian School general operations
- Archdiocese for The Military Services USA St. Mary’s University School of Law
- Guadalupe Community Center St. Mary’s Catholic School (Fredericksburg)
- Guadalupe Home St. Matthew Catholic Church – McDonald Family Center
- Hill Country Pregnancy Care Center St. Peter Prince of the Apostles Catholic Church
- Hope for the Future Khaki & Plaid St. Thomas More Catholic School in San Antonio
- Knights of Columbus Charitries for ASAP Program Students for Life America
- Knights of Columbus Charitries for Ukrainian Solidarity Fund The Alexander House
- LSU Foundation The Archbishop’s Annual Appeal
- Lumus Foundation USA The Fund for Central Catholic
- Marian Community of Reconciliation The Sudan Relief Fund
- Catholic High School of Baton Rouge, LA SAMMinistries
- Catholic Medical Mission Board Inc San Antonio Food Bank
- Catholic Near East Welfare Association Seton Shrine
- Congregation of Divine Providence Special Olympics of Texas
- FOCUS missionary – Laura Sprute at Auburn University St. Francis of Assisi – Parish Festival
- Fullness of Truth St. Labre Indian School general operations
- Archdiocese for The Military Services USA St. Mary’s University School of Law
- Guadalupe Community Center St. Mary’s Catholic School (Fredericksburg)
- Guadalupe Home St. Matthew Catholic Church – McDonald Family Center
- Hill Country Pregnancy Care Center St. Peter Prince of the Apostles Catholic Church
- Hope for the Future Khaki & Plaid St. Thomas More Catholic School in San Antonio
- Knights of Columbus Charitries for ASAP Program Students for Life America
- Knights of Columbus Charitries for Ukrainian Solidarity Fund The Alexander House
- LSU Foundation The Archbishop’s Annual Appeal
- Lumus Foundation USA The Fund for Central Catholic
- Marian Community of Reconciliation The Sudan Relief Fund
- Mary Mother of The Church Parish Word Among Us Partners
- Meals on Wheels San Antonio
- Mercy Home for Children
- Natural Womanhood
- Oblate Sisters of St. Francis de Sales, Inc
- Our Lady of Lake University
- Our Lady of Wisdom University Parish
- Pilgrim Center of Hope Inc for Catholic Women’s Conference
- Pilgrim’s Pantry
- Sacred Heart Catholic Church Uvalde
- SAMMinistries
- San Antonio Food Bank
- Seton Shrine
- Special Olympics of Texas
- St. Francis of Assisi – Parish Festival
- St. Labre Indian School general operations
- St. Mary’s University School of Law
- St. Mary’s Catholic School (Fredericksburg)
- St. Matthew Catholic Church – McDonald Family Center
- St. Peter Prince of the Apostles Catholic Church
- St. Thomas More Catholic School in San Antonio
- Students for Life America
- The Alexander House
- The Archbishop’s Annual Appeal
- The Fund for Central Catholic
- The Sudan Relief Fund
- Word Among Us Partners
- Mary Mother of The Church Parish Word Among Us Partners
- Meals on Wheels San Antonio
- Mercy Home for Children
- Natural Womanhood
- Oblate Sisters of St. Francis de Sales, Inc
- Our Lady of Lake University
- Our Lady of Wisdom University Parish
- Pilgrim Center of Hope Inc for Catholic Women’s Conference
- Pilgrim’s Pantry
- Sacred Heart Catholic Church Uvalde
- SAMMinistries
- San Antonio Food Bank
- Seton Shrine
- Special Olympics of Texas
- St. Francis of Assisi – Parish Festival
- St. Labre Indian School general operations
- St. Mary’s University School of Law
- St. Mary’s Catholic School (Fredericksburg)
- St. Matthew Catholic Church – McDonald Family Center
- St. Peter Prince of the Apostles Catholic Church
- St. Thomas More Catholic School in San Antonio
- Students for Life America
- The Alexander House
- The Archbishop’s Annual Appeal
- The Fund for Central Catholic
- The Sudan Relief Fund
- Word Among Us Partners
AN AUTONOMOUS PIOUS FOUNDATION
All funds are managed and invested in accordance with the tenets of our Catholic faith.
staff
ALISON COCHRANE
CEO/PRESIDENT
DEACON JOHN BENAGE
Vice President
Jennifer Poppe
Operations Coordinator
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.
