SEPTEMBER 2013
Stewards of your Philanthropy
Investment Committee
Back row: (Owner of Jerome A. Bellotti and Associates, a public accounting firm) (CEO of Concert Global, a financial services company) (CEO of The Sobrato Organization) Front row: (Retired Corporate Executive and Community Volunteer) (PhD, Consultant)
Snapshot ($ in Millions) as of 6/30/13 12 month period From Inception $30.3 $1.2 68.4 2.7 7.3 2.3 43.8 31.9 31.9
35 30 25 20 15 10 5 0
Historical Investment Balances at June 30th
Beginning Balance Collections Investment Gains Disbursements* Cash & Investments
*includes: grants, campaign costs, 2007 ADA, all expenses
'07
'08
'09
'10
'11
'12
'13
Non-Endowed Funds Endowed Funds
Board of Directors
President & Chairman Secretary Treasurer
Our Lady of Refuge
Education
$3.8 million
$769,000
Staff
Institute for Leadership in Ministry Seminarian Training
$297,000
$319,000
Together we are creating Forever Value for Catholic ministries.