Fiscal Year Financials

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!