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!