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Fiscal Year financials ending June 30, 2020
- Investment Returns (using Catholic values screening): 2.3%
- Total CCFESD assets under management: $119M
- 830 permanent Endowments totaling $69M (Perpetual funds that each year providing funds to parishes, schools and other ministries/charities that the donors determined.)
- 363 Agency Accounts totaling $37M (Long-term funds that are owned by parishes, schools and other charities in which they have asked us to manage for them using Catholic values screening.)
- Additional $105M in future estate gift expectancies!