2017 Annual Statement of Accountability

PROFESSIONAL PHILANTHROPY MANAGEMENT CHAIRMAN’S LETTER

MISSION STATEMENT Dear Supporters of CCF-LA,

When this community foundation was established in 2015, it was just that—a foundation. It was designed to build upon that foundation in order to serve the Archdiocese’s mission THE CATHOLIC COMMUNITY FOUNDATION OF of providing educational, spiritual, and social services to all who benefit within its three- county borders and beyond.

In 2017, we built upon the momentum from the first two operating EMPOWERS CHARITABLE INDIVIDUALS AND ORGANIZATIONS years and as a result we experienced tremendous success. We now manage over $229.1 million in 140 funds and have granted out over $92 million. ACROSS CULTURES AND GENERATIONS THROUGH As you read through the pages of this report, you will see the impact that this success has had on many ministries and deserving charitable entities. We hosted our first client event when Archbishop José H. PROFESSIONAL PHILANTHROPY MANAGEMENT SOLUTIONS Gomez blessed the foundation and asked us to continue to build our community foundation business—the business of professionally managing philanthropy for individuals and organizations.

THAT ALLOW CLIENTS TO DEVELOP AND SUSTAIN THEIR Building our business requires a combination of brand awareness and front-line business-development professionals. We formed the Marketing & Communications Commission for the Board in December and are carefully increasing our staff to meet the growth challenges for 2018 and beyond. Our Board is PHILANTHROPY IN SUPPORT OF CATHOLIC VALUES. steadfast in supporting these initiatives.

It is my distinct pleasure and privilege to chair this organization. Every day there is a new story that fulfills the faith our clients have in us. On behalf of the Board of Directors, I commend the CCF-LA staff, contractors, vendors, and volunteers for their dedicated efforts to this mission. And I thank our clients for the relationships they have developed with us.

Sincerely,

William M. Wardlaw Chairman

FINANCIAL HIGHLIGHTS YEAR ENDED DECEMBER 31, 2017

We are pleased to report the highlights of our third Statement of Activities STATEMENT OF ACTIVITI ES 2017 Audited 2016 Audited operating year, in which CCF-LA continued to grow We received $34.2 million in contributions, down Revenue, Gains (Losses), and Other Support as a result of the support of our clients and the from $41.1 million in 2016 primarily due to timing Contributions $ 3 4 , 2 2 6 , 1 3 9 $41,161,902 prudent management of the assets entrusted to us. and advantages in accelerating charitable gifts. Unrestricted Operating Grants 1,004 2,059,000 Fund Maintenance Fees 1,160,296 1,081,996 In 2017, we achieved a 12 percent growth in assets Financial market performance in 2017 and fee Investment Income 1,872,628 1,481,933 under management from $203.8 million to $229.1 income earned resulted in a $5.7 million addition to Net Realized Gains on Investments 1,922,544 1,488,623 million and a 3 percent increase in grant volume net revenues for the year compared to $9.1 million Net Unrealized Gains (Losses) on Investments 785,435 2,725,327 to a record $42.5 million. Most remarkably during in 2016, the latter of which included a one-time Other Income 46 95,502 Net Revenues and Other Support $39,968,092 $50,094,283 these first three years, CCF-LA has managed over unrestricted grant. Expenses $320 million in funds Program Grants and has made grants Administration fees Education 39,654,218 40,544,259 of over $92 million increased slightly Parishes 238,914 26,370 Social Services 134,200 229,588 from Donor-Advised from $1.08 million Other Religious and Seminaries 2,482,791 451,593 Funds, creating value to $1.16 million and Subtotal Program Grants $42,510,123 $41,251,810 and impact for not only support our operations, Operating Expenses our clients but also the allowing us to spend Program Services recipients they chose the time and resources Management and General 1,178,036 1,331,130 to support under our to teach philanthropy Fundraising 492,386 167,197 Subtotal Operating Expenses $1,670,422 $1,498,327 guidelines. All this was to further sustain the Total Expenses $44,180,545 $42,750,137 accomplished without Church and its mission Increase in Net Assets ($4,212,453) $7,344,146 incurring debt. in Los Angeles. Fees Net Assets, beginning of year 65,185,040 $57,840,894 are calculated on fund Net Assets, end of year $60,972,587 $65,185,040 We have received a balances at quarter- STATEMENT OF FINANCIAL POSITION clean and unqualified end and are subject Assets opinion on our With 140 accounts under management, the increase in each fund to financial market Cash and Cash Equivalents $4,066,042 $8,828,205 category in 2017 is attributed to our strong development efforts financial health from conditions for our Other Current Assets 103,904 287,901 our independent auditors and referrals from our highly satisfied clients. investment portfolios. Investments 224,930,541 194,656,636 over the past three years. The Investment Noncurrent Assets—Property, Plant, and Equipment (net) 34,200 10,551 Total Assets $229,134,687 $203,783,293 Our tight fiscal internal controls are focused Committee oversees the investment options and around the four Cs: Consistency, Complete allocations to manage our exposure. Liabilities and Net Assets Accounts Payable and Accrued Expenses 19,142 56,628 transparency, Clean recordkeeping, and effective Agency Funds Held in Trust 168,135,290 138,530,696 Cost controls. Operating expenses increased from $1.5 million Capitalized Lease Liability 7,668 10,929 to $1.7 million to fund growth in our client- Total Liabilities 168,162,100 $138,598,253 Statement of Financial Position development operations. Quality client services Net Assets Unrestricted $58,991,057 6 3 , 4 8 8 , 1 4 1 Of our $229.1 million in assets, Agency Fund values and our professional staff are key to growing our Temporarily Restricted 755,559 541,919 increased by 21 percent, from $138.5 million to operation. We outsource functions such as IT, Permanently Restricted 1,225,971 1,154,980 $168.1 million, allowing for withdrawals of $7.6 payroll, and investment reporting to experts that are Total Net Assets $60,972,587 $65,185,040 million in funds during the year. Even with record efficient and cost-effective for us and for our clients. Total Liabilities and Net Assets $229,134,687 $203,783,293 levels of grant activity in 2016 and 2017, the values in Donor-Advised Funds, endowed funds, and Note: For a complete set of audited financial statements as audited by our independent accountants RSM US LLP, CPAs, scholarship funds totaled $60.9 million. please contact our corporate offices at 213-426-1184. PRESIDENT AND EXECUTIVE DIRECTOR’S LETTER

Dear Stakeholders and Friends,

As we close the books on our third operating year, we have such gratitude in our hearts for the individuals and organizations that have accounts with us. These accounts provide Hope Builders charitable giving and endowment growth that benefits the broad mission of the Catholic CCF-LA issued $42.5 million in grants in 2017, Church throughout our Archdiocese and beyond. becoming one of the nation’s largest Catholic Mass for Father Aloysius Ellacuria, C.M.F. community foundations in terms of granting. We are challenged to continue high levels of growth in both the funds we have under management and the grants we make. That means maintaining Recipients included Catholic schools and parishes, the highest levels of client satisfaction. social-services providers, arts and sports programs, Catholic communities of religious men In the last months of 2017, we completed an important and women, youth programs, and many more. upgrade to our client statements and financial reporting, Our granting program demonstrates the providing our clients with 24/7 access to the daily asset values commitment of our clients and our Church to in their accounts, a new general ledger system, and a new provide services and opportunities to meet the client-management database. most fundamental needs of every person. Additionally, we expanded the types of services and the investment options we provide our clients. We launched the New Philanthropist Donor-Advised Fund program as part of our goal to encourage philanthropy throughout generations.

Entering 2018, our sights are set on increasing our presence in the three counties that

St. Raphael Catholic School encompass the 8,762 square miles of the Archdiocese of Los Angeles. Our goals are and Los Angeles Chamber Orchestra always will be based on a strong, transparent, and stable foundation.

Los Angeles Dodgers Foundation Our results and our future goals could not be accomplished without the leadership and guidance of our Board of Directors, our committee members, and the exceptional staff of professionals who devote themselves to our Catholic mission—to provide a better quality of life for all.

Because of each of you, today CCF-LA is the power of one person in a Donor-Advised Fund and the power of many who entrust their charitable assets to us to make a difference. For that, we are proud to provide our professional philanthropy management services.

Sincerely,

Kathleen H. Anderson BLESSING EVENT

On May 30, 2017, Archbishop José H. Gomez officially “In Los Angeles, I’ve witnessed the many good announced the Catholic Community Foundation of works of our parishes and ministries in the Los Angeles through a formal blessing that was then Archdiocese that help thousands of people, from followed by a reception for feeding the hungry to clients, board and committee sheltering the homeless members, staff, and friends. to providing children OFFICE OF THE ARCHBISHOP with the tools to succeed Held at the Cathedral of in life through a quality Dear Friends of CCF-LA: Our Lady of the Angels, Catholic education,” said Archbishop Gomez’s blessing Archbishop Gomez, who Los Angeles is an amazing place. commemorated the expansion recently celebrated six It is the City of the Angels, but it is also a City of Saints, where for centuries holy men and of the foundation, which years as Archbishop of women have come to minister—people like Saint Mother Teresa, Saint John Paul II, and the was established in 2015 to the largest diocese in saint who founded our city, Saint Junípero Serra. support the ministries of the the country. “CCF-LA Los Angeles is also a city of the world, a meeting place for a vast diversity of nationalities, Archdiocese of Los Angeles was created so that our cultures, traditions, and languages. But our diversity includes, unfortunately, great serving those most in need. ministries and programs differences in income and economic status. Within our borders, you will find some of the wealthiest neighborhoods in the United States and some of the poorest. The event marked a will continue in perpetuity significant moment in to serve the people in our “The poor, our Lord said, will always be with us.” the history of not just the communities throughout What he meant is that the Church’s mission must always include the primary duty of bringing foundation but also of the entire Archbishop Gomez announces the Catholic the Archdiocese and the Good News of God to the poor—not only to lift them up when they have fallen but to help Community Foundation of Los Angeles Catholic community in Los Angeles. beyond.” them to achieve the purposes that God has for their lives. Never before has there been a This mission is both spiritual and material. community foundation in this region to provide The day celebrated the passionate men and women That is why, several years ago, I asked for the help of some of Los Angeles’ most respected philanthropy management in a professional yet faith- who came together to establish and support the philanthropists, attorneys, business leaders, and wealth-management specialists. Together we based environment or to spotlight the impact of the foundation during its very early years. established the Catholic Community Foundation of Los Angeles. Church and its members on the greater community. Today, CCF-LA is a unique vehicle for charitable giving that provides individuals, foundations, and other organizations the opportunity to really make a difference in the lives of millions of people in our city, both Catholic and non-Catholic. Grants go directly to serve the needs of our brothers and sisters—in education, healthcare, housing, and other religious and social- services areas—in neighborhoods across Los Angeles and Southern . We thank God for His goodness, and I extend my personal thanks to CCF-LA’s Board of Directors, dedicated staff, and clients for this record year of performance and their devotion to this vocation. Be assured of my prayers for each one of you and your loved ones, and please continue to keep me and the mission of CCF-LA in your prayers as well.

Sincerely yours in Christ,

Most Reverend José H. Gomez Archdiocese of Los Angeles FEATURED FUNDS

Agency Funds Donor-Advised and Scholarship Funds

La Salle High School of Pasadena, Inc. NET Ministries–NET California David O’Connell Charitable Fund Junipero Serra High School Teachers Charitable Purpose: to support the education of young men Purpose: to proclaim the Gospel to students and Purpose: to serve the San Gabriel Pastoral Region Fund for Classroom Projects and women in the Lasallian tradition and foster young adults through retreat experiences that in the areas of Purpose: to provide grants between $200 and $500 respect, acceptance, deepen each participant’s relationship with Christ Catholic education, for teachers to use for classroom materials, special Christian values, and and an understanding of the Catholic faith. which serves projects, additional programs, and/or initiatives high academic and students from poor that fall outside of the allocated budget. artistic achievement and working-class in its diverse student families and the body. evangelization of “Thanks to our the faith, especially partnership with for the youth of the CCF-LA, La Salle local churches. College Preparatory is able to advance its P.J. Wade, M.D., Scholarship Fund historic commitment Purpose: to support St. Patrick School in North to serving students living at the margins of the “I have seen over and over again the importanceof Hollywood through a scholarship program to economy.”—Dr. Richard Gray, president sharing the Gospel message with the next acknowledge and reward academic achievement generation. Partnering with CCF-LA provides while helping families with tuition payments. St. Francis Center exposure to a strong network of Catholics as NET Roohan Family Fund Purpose: to end homelessness in Los Angeles by expands its ministry on the West Coast.” Purpose: to manage annual charitable giving to “serving hope” to men, women, and families and —Mark Bercham, founder and president many Catholic entities in the Archdiocese as well empowering those in need through social services, as to college alma maters and other deserving including case management. Saint Sebastian Sports Project organizations. Purpose: to provide “If you’re philanthropic and care about the mission equipment, uniforms, of the Church, it just makes good sense. On top and coaching and referee of that, the online portal makes supporting your stipends annually to more favorite charity easy.”—Ed Roohan, fund adviser than 45 inner-city and low-income schools in the Archdiocese of Los Angeles. “We knew that managing a scholarship program “With CCF-LA as our over a multiyear period of time would be a partner, we are able to challenge for our small school. Reaching out broaden our exposure and to the Catholic Community Foundation was the increase our impact on perfect solution. Together, we met with our donor, “We provide nutritional meals, showers, and inner-city youth. For this, ensured the structure of the gift reflected his support for hundreds of homeless and low-income we are so very grateful.” wishes, and issued the first scholarship within six families each week, but we’re largely unknown. —Clare Gurbach, executive weeks.”—Mary Fitzpatrick, director of marketing CCF-LA has been a blessing because it connects us director and development with charitable Catholics in our area who want to help.”—Mike Psomas, board member LIST OF FUNDS

Agency Funds St. Elias Maronite Church Capital Improvement Order of St. Gregory for the House of Prayer for Massa Family Endowed Fund for the Maintenance Armenian Catholic Eparchy of Our Lady of Nareg Foundation Priests Maintenance Fund in Honor of of the San Fernando Mission Association for the Beatification and Canonization St. George Maronite Church Cardinal Roger M. Mahony Monsignor Francis J. Weber Archival Center of Fr. Aloysius Ellacuria, C.M.F. St. Jude Maronite Randalyn and Greg Stanislawski Family Fund Endowment Fund California Patrons of the Arts in the Vatican St. Sharbel Maronite Catholic Mission of Las Vegas Pastors Endowment Fund Museums Donor-Advised Funds—Nonpermanent Sir Daniel Donohue Fund Carmelite Sisters of the Most Sacred Heart La Salle High School of Pasadena, Inc. Alfred and Jeanne Paiz Family Fund of Los Angeles Fund NET Ministries Inc.—NET California Bill and Helen Close Charitable Fund “B” Scholarship Funds Order of St. Gregory Fund for the Exclusive Benefit Bill and Helen Close Fund for the Carmelite Sisters Edmund H. Shea Jr. Scholarship Fund— of the Cardinal House of Bishop David O’Connell Charitable Fund Survivors Trust Prayer for Priests Cathedral Music Fund to Benefit the Cathedral Edmund H. Shea Jr. Scholarship Fund— Saint Sebastian Sports Project of Our Lady of the Angels Tahoe Partnership St. Francis Center Fund Cynthia L. and William E. Simon Jr. Fund P.J. Wade, M.D., Scholarship Fund St. James School Education Foundation Joan A. Payden Fund Raquel Latham Scholarship Fund St. John’s Seminary (18) John and Dorothy Shea Charitable Fund Stephen S. Magoffin Scholarship Fund Junipero Serra High School Teachers Charitable Donor-Advised Funds—Permanent Fund for Classroom Projects The 140 accounts we manage represent a wide Archbishop José H. Gomez Fund for the Benefit of Louis M. and Sarah Jane Castruccio Charitable range of impact areas, and each account, whether the Archdiocese of Los Angeles Fund for specific or general purpose, is aligned with the Bill and Helen Close Charitable Fund “A” Mary Shea Family Charitable Fund—Survivors Trust Bill and Helen Close Fund for the Benefit of the Mary Shea Family Charitable Fund— mission and values of the Catholic Church. Cathedral High School of Los Angeles, Inc. Catholic Education Foundation of Los Angeles Tahoe Partnership Cathedral of Our Lady of the Angels (6) Bill and Helen Close Fund for the Norbertine Misch Family—St. Teresa of Calcutta Fund Catholic Big Brothers Big Sisters— Fathers of St. Michael’s Abbey Misch Family Fund for Catholic School Education Youth Mentoring Fund Bill and Helen Close Order of St. Gregory Nirmala Rams Family Fund 29 15 Catholic Charities of Los Angeles, Inc. Endowment Peter and Carolyn Shea Charitable Fund Opus Caritatis, Inc. Brother Hilarion O’Connor, O.S.F., Fund for the Restorative Justice Office Charitable Fund Catholic Education Foundation (11) Benefit of Sacred Art at the Cathedral of Our Roohan Family Charitable Fund Corpus Christi School Tuition Fund Lady of the Angels Smet Foundation Charitable Fund Friends of Corpus Christi School Fund Cardinal Roger M. Mahony Fund for Special Union Rescue Mission Charitable Fund 25 Liturgical Celebrations at the Cathedral Wardlaw Family Foundation 32 Eparchy of Our Lady of Lebanon—Clergy Retirement David and Pamela DeVito Charitable Fund Eparchy of Our Lady of Lebanon—The Chancery Dorene C. Dominguez Education Fund Unrestricted Endowments Eparchy of Our Lady of Lebanon of Los Angeles— Enright Family Scholarship Fund Catholic Community Endowment for the Capital Campaign Fund Monsignor Francis J. Weber Fund for the Archdiocese of Los Angeles Eparchy of Our Lady of Lebanon of Los Angeles— Benefit of the Archival Center at the Archdiocese CCF-LA Growth Fund 39 Order of St. Sharbel Monsignor Kevin Kostelnik Fund for the Benefit of Our Lady of Lebanon of Wheeling, West Virginia Liturgy at the Cathedral Restricted Endowments Our Lady of Lebanon of Chicago Order of St. Gregory for the Greatest Needs of Bill and Helen Close Preservation and Maintenance Our Lady of the Cedars Maronite Catholic the House of Prayer for Priests Fund in Fund for the Benefit of the Cathedral n Catholic Education Church of Houston Honor of Sister Mary Jean Meier Bob and Dolores Hope Endowment Fund for the n Parish Support Our Lady’s Maronite Catholic Church Order of St. Gregory for the House of Prayer San Fernando Mission n Ministries and Social Services St. Anthony of Padua Maronite Catholic Church for Priests Education Fund in Honor of Dick and Rita Closson Fund n Religious Vocations Fr. John McAnulty, S.J. Kathleen H. Anderson Fund for Catholic School n General Purpose Education for the Benefit of the CEF NEW PHILANTHROPIST DONOR-ADVISED FUND GRANT BENEFICIARIES

The question “How can I engage my children and List of Funds In 2017, the Catholic Community Foundation of Los Annie Lynn Close Charitable Fund grandchildren in Catholic philanthropy?” inspired Angeles issued a record $42.5 million in grants Annunciation Catholic Church CCF-LA to find a solution tailored to the next Abhe Murthy Charitable Fund to charitable organizations. These organizations Anonymous S Family Donor-Advised Fund generation. Alka Murthy Charitable Fund represent a wide variety of social services Aquinas High School Annie Lynn Close Charitable Fund providing for the most basic needs of every person, Archbishop José H. Gomez Fund for the In August of 2017, Board Vice Chairman Louis Anonymous S Family Donor-Advised Fund regardless of race, gender, or religion. They include Benefit of the Archdiocese of Los Angeles Castruccio and his wife, Jane, opened their home Caroline Louise Close Charitable Fund Catholic and other schools that educate our Archdiocese of Indianapolis Casey Habing Anderson Fund to a gathering of philanthropic Catholics, many of youth in faith to become the leaders of tomorrow. Archdiocese of Los Angeles Castruccio and Pustay Donor-Advised Fund whom brought their children and even young adult We granted to religious vocations, keeping our Archdiocese of Los Angeles Cristina Marie Sclafani Charitable Fund grandchildren to participate in a conversation about formation process strong for men and women in Priest Retirement Fund David Stephen Close Charitable Fund the importance of multigenerational philanthropy our Church. We also granted to fine and performing Archdiocese of New York Deborah Ann Close Millar Charitable Fund and establishing a legacy of giving within their own Erin Marie McCaffery Fund arts institutions that bring culture to the Los Archdiocese of families. Grace Ann Close Charitable Fund Angeles region. Archival Center of the Archdiocese of Los Angeles John Paul Sclafani Charitable Fund Arrupe Jesuit High School From this was born the New Philanthropist Donor- Julia Luisa Sclafani Charitable Fund Each and every beneficiary organization must Bill and Helen Close Fund for CEF Advised Fund, a charitable-giving account that can Katherine A. Wardlaw Fund meet our guidelines of social responsibility to Bill and Helen Close Fund for the Carmelite be established with a $2,000 minimum gift. Like a Kelly Ann McCaffery Fund provide services aligned with Catholic values. Sisters traditional DAF, the fund adviser has online access Kim Family Donor-Advised Fund Therefore, each grant represents the impact of our Bill and Helen Close Fund for the Norbertine to account activity and can make grants online. Lily Burrill Family Fund clients enabling the work of the Church—to feed Fathers of St. Michael’s Abbey Masion Rene Close Charitable Fund the hungry, to house the homeless, to visit the Bill and Helen Close Order of St. Gregory Twenty-four of these new funds were established Megan Elizabeth and Michael David Nelson Fund incarcerated, to educate the young, to heal the sick, Endowment Michael Robert Close Charitable Fund in 2017 by parents and grandparents who wanted and to share the spirit of Jesus Christ. Bishop David O’Connell Charitable Fund Sofia Rose Sclafani Charitable Fund to give a different kind of gift to their children—to Bishop Mora Salesian High School Timothy and Anna Anderson Family Fund teach and engage them in a family legacy of charity Truly, I say to you, as you did it to one of Blessed Sacrament Parish School William M. Wardlaw Jr. Fund driven by Catholic values. the least of these my brothers, you did it California Patrons of the Arts in the to me. Matthew 25:40 Vatican Museums California Province of the The Catholic Church and its members in the CALL—Catholic Association of Latino Leaders Archdiocese of Los Angeles play an essential Cardinal Roger M. Mahony Fund for role in our cities to address many pressing social Special Liturgical Celebrations issues. The men and women who work to provide Carmel of St. Teresa Monastery Archbishop José Gomez these services and those who give to support their Carmelite Sisters of the Most Sacred Heart with Lou (second from right) and Jane (third ministries are truly making a positive impact on of Los Angeles from left) Castruccio communities across Southern California. CCF-LA Caroline Louise Close Charitable Fund and their children at is honored and humbled to support this charitable Castruccio and Pustay Donor-Advised Fund the event that launched work. Cathedral High School the New Philanthropist Donor-Advised Fund Cathedral of Our Lady of the Angels program. Catholic Big Brothers Big Sisters­—Youth Mentoring Fund Catholic Charities of Los Angeles, Inc. GRANT BENEFICIARIES GRANT BENEFICIARIES

Catholic Community Endowment for the Equestrian Order of the Holy Sepulchre Masion Rene Close Charitable Fund Santa Teresita School Archdiocese of Los Angeles Good Shepherd Shelter Mater Dei High School Society of the Sacred Heart Catholic Community Foundation of Los Angeles Grace Ann Close Charitable Fund Mater Dolorosa Passionist Retreat Center Sofia Rose Sclafani Charitable Fund Catholic Education Foundation of Los Angeles Heart of the Nation Mercy House of Santa Ana St. Andrew School Catholic Prayer Breakfast of Los Angeles Hoag Hospital Foundation Michael Robert Close Charitable Fund St. Anthony Immaculate Conception Christ Child Society of Pasadena Hope Builders Mission Dolores Academy St. Catherine’s Academy Cornelia Connelly School Huntington Library and Gardens Mount Saint Mary’s University St. Charles Catholic School Covenant House California, Inc. Huntington Memorial Hospital Mount Saint Michael Academy St. Francis of Assisi Cristina Marie Sclafani Charitable Fund Immaculate Conception Academy Norbertine Canonesses of the St. John’s Seminary Cystic Fibrosis Foundation J.F. Shea Therapeutic Riding Center Bethlehem Priory of St. Joseph St. Mary Magdalen School David Stephen Close Charitable Fund Jesuit Charities Notre Dame School St. Michael’s Abbey Deborah Ann Close Millar Charitable Fund John Paul Sclafani Charitable Fund Orange Catholic Foundation, Pastoral Office St. Patrick Catholic School Diocese of Charlotte Julia Luisa Sclafani Charitable Fund Order of Malta, Western Association USA St. Philip the Apostle Catholic Church Diocese of Oakland Junipero Serra High School Parish Catalyst St. Philip the Apostle School Diocese of Phoenix Kathleen H. Anderson Fund for Pasadena Museum of California Art St. Therese Catholic Church Diocese of San Bernardino Catholic School Education Paulist Evangelization Ministries Tarzana Lodge B’Nai B’rith Diocese of San Jose Kim Family Donor-Advised Fund Providence Cristo Rey College UCLA Foundation Don Bosco Technical Institute Los Angeles Chamber Orchestra Preparatory School USC Caruso Catholic Center Edmund H. Shea Jr. Center for Los Angeles Dodgers Foundation Right to Life League of Southern California Verbum Dei High School Entrepreneurship at Boston College Los Angeles Music and Art School Sacred Heart Catholic Church Viterbi School of Engineering at USC Eisenhower Medical Center Foundation Loyola Marymount University Sacred Heart High School Westwood Kehilla LUNGevity Foundation San Gabriel Mission High School Santa Teresita

Catholic Big Brothers Big Sisters Verbum Dei High School

St. Mary Magdalen School, Raquel Latham Scholarship Fund CATHOLIC COMMUNITY BOARD OF DIRECTORS COMMITTEES STAFF ENDOWMENT

In 2017, the Catholic Community endowment spending We are proud to recognize our Chairman Audit Committee Kathleen H. Anderson Foundation of Los Angeles started guidelines and will grow over Catholic Community Endowment President and Executive a campaign to build the first time to become one of the most founders: William M. Wardlaw William E. Simon Jr., Chair Director Partner, Freeman Spogli & Co. John C. Morrissey community fund within CCF-LA. The important options available to Rosalia S. Nolan Lilia Avancena Catholic Community Endowment is a support the sustainability of Kathleen and Howard Anderson Vice Chairman William M. Wardlaw Staff Accountant permanently endowed fund created for our local Catholic Church for Drs. Christel and Michael Brennan the sole purpose of benefiting entities generations to come. Louis M. and Sarah Jane Louis M. Castruccio Executive Committee Louise Damberg of the Archdiocese of Los Angeles. Castruccio Charitable Fund Partner Emeritus, Irell & Manella LLP Editor The fund was initiated with a lead gift The founder’s campaign, Bill and Helen Close William M. Wardlaw, Chair Secretary Louis M. Castruccio Kara Duncan from the Thomas and Dorothy Leavey which is in honor of Thomas Charitable Fund “B” David S. DeVito Administrative Assistant Foundation, which believes in our and Dorothy Leavey, will run Louise Damberg Edward C. Roohan Archbishop José H. Gomez important mission and the long-term through December 2020. The Thomas and Dorothy Leavey Partner, Gatehouse Partners LLC Briana Limeta impact of what we are accomplishing fund had balances of $720,000 Foundation Governance & Nominating Client Services Associate today for our Catholic community. at year-end 2017. All donors Kathy and Jim McCaffery Directors Committee are welcome and invited to be Geri and David Misch Malanna Marioneaux David S. DeVito William M. Wardlaw, Chair Manager of Office The fund is managed by the Board recognized forever as founders Joan A. Payden Fund Vice President and Chief Operating Officer William E. Simon Jr. Operations of Directors according to annual of the Catholic Community Wardlaw Family Foundation Trust Company of the West and Assistant Treasurer Endowment. Msgr. Francis J. Weber Investment Committee Dorene C. Dominguez Usha Murthy Chairman and Chief Executive Officer David S. DeVito, Chair Vice President of Vanir Group of Companies David R. Misch Operations John C. Morrissey and Treasurer OUR DONORS David R. Misch Randolph E. Steiner Chief Executive Officer, Community Bank William M. Wardlaw Timithie Norman Marla and Christopher Alders Rosemarie and Jorge Usha and Kris Murthy Director of Development John C. Morrissey Development Advisory Cia Amir Gutierrez Elizabeth and Edward Nassour Managing Director, Shea Ventures Commission for the Board Birgit Oberhofer Msgr. Frank Hicks Bishop David O’Connell Kathleen and Howard Anderson Client Services Manager Anonymous Patricia Jersin Stephen Page Rosalia S. Nolan Edward C. Roohan, Chair Mary Baur Kimberly and Doyle Jetton Jeannie and Alfred Paiz President, ChallengeScope Corp Linda Beaven Viririana Saldana Drs. Christel and Michael Brennan Stephen Kemp David Porter Dennis Branconier Executive Assistant to the Walter Broscious Kiewit Companies Foundation Valarie and Eugene Read William E. Simon Jr. Janice Burrill President Partner, Massey Quick Simon & Co. LLC Charles E. Carroll James Brown Olivia Knighton Colleen and Ed Roohan Kimberly Jetton Sara Vanis Alison and Ryan Knoll Bishop Joe Sartoris Janice Burrill Ex-Officio Members James McCaffery Director of Development Jane and Louis Castruccio Brian Latham Carolyn and Peter Shea Kathryn McCaffery Helen and Bill Close Donald Latham Dorothy and John Shea Archbishop José H. Gomez Christine Smith Costco Wholesale Executive Match Paul Latham Cynthia and William Simon Jr. Archdiocese of Los Angeles Louise Damberg V. Thomas Latham John and Cynthia Lee Smet Marketing and Communications Monsignor Albert Bahhuth Advisory Commission for the Jerry Williams Deanda Estela Lopez Foundation Moderator of the Curia and Vicar General Board Dianne Lumsdaine Randalyn and Gregory Stanislawski Jane Delahoyde Archdiocese of Los Angeles Carlos Delgado Geri McCaffery Jane Teola Ryan Knoll, Chair Pamela and David DeVito Kathy and Jim McCaffery Sue Torres Randolph E. Steiner Patrick Casey The Dominguez Dream Kathy and Joseph McHugh Dr. Patrick J. Wade Chief Financial Officer Matthew Meeks Airlin Espina Louise Meehan Kim and William Wardlaw Archdiocese of Los Angeles Jane and Gerald Fagan Geri and David Misch Msgr. Francis J. Weber The design and production of the CCF-LA regretfully accepted the resignation of 2017 Statement of Accountability Cynthia and Oscar Galindo Steven Molacek Teresa Williams Board member Tim Busch and extend our gratitude were generously donated by Teresa and Michael Molina Peter Griswald for his service and support for our mission. Howard Anderson. Fe Montano PROFESSIONAL PHILANTHROPY MANAGEMENT

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Los Angeles, California 90010 213-426-1180 www.CatholicCF-LA.org