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Annual Report Fiscal Year 2020

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Annual Report Fiscal Year 2020 Live streaming mass from Saint Mary Parish in Gilory Inside Record grant making amidst the pandemic and economic uncertainty SILVER LININGS A new fund to support counseling and intervention services for Catholic elementary schoolchildren Funding good work during difficult times Parent Engagement Academy gives parents the tools they need to advocate for their children’s futures We are committed to strengthening our Our Mission Catholic community with a focus on fund development and grant making. We are a partner in philanthropy - matching donor intent with unmet needs, utilizing Donor Advised Funds, and assisting families in the development of legacy plans. Through the development and prudent investment of endowments, we provide FOREVER VALUE for vital organizations, programs, and ministries. Gather Grow Give We gather donations from We grow the funds in our We grant from the funds the community and develop care through prudent for the benefit of effective funds for the benefit of the and socially responsible programs and organizations in community investing our community and beyond Outdoor mass at Saint Maria Goretti Parish 1 Fiscal Year 2020 ANNUAL REPORT / Silver Linings Dear Friends, Throughout the time of pandemic, the two of us have been meeting for appropriately distanced walking meetings. We speak of many things, but always come back to “silver linings.” When we speak of these positive outcomes, the most profound is the generosity that we witnessed and helped facilitate this past year. We had record grant making, granting $5.5 million to many important and impacted organizations and programs, including $2.5 million to the Diocese of San José. Through the adoption of strong communication tools, we were able to reach MORE professional advisors than we had in previous years, including a session on philanthropy at Santa Clara University’s Kasner Symposium for Estate Planning. As a board and staff, we embraced the opportunity for deeper engagement as we look to the next five years and seek to grow grant making and impact. The Foundation plays a unique and effective role in philanthropy through the development of funds which are strategically invested and effectively granted. We welcome the opportunity to be in conversation with families and to celebrate their generosity. We hope you will enjoy the stories – and join us. Jim Cashman Mary Quilici Aumack Board Chair, CEO, The Catholic Community Foundation The Catholic Community Foundation 2020 GRANT MAKING HIGHLIGHTS 265,000 170,000 125,000 granted to parishes granted to parishes granted for parish ($5,000 each) for COVID- for sanitation equipment & operational support through related needs – no technology upgrades through the Designated Endowments application required Spring Grant Cycle (see page 10) (see page 5) 2 Gather ASSETS UNDER MANAGEMENT 2019 2020 81,500,000 95,000,000 Assets ending Dec 31 ASSETS UNDER MANAGEMENT 7% 15% PURPOSE TOTAL IN MILLIONS Donor Advised Fund $14 28% Education $21 21% Ministry / Includes $27.5 Family Endowments Parish $26.5 29% Vocations $6 1/1/2020 – 12/31/2020 Connecting Donors with Needs We take pride in our ability to bring information the struggles facing parishes, schools and other about effective programs to the attention of organizations in our local community. And, as interested donors. Throughout the pandemic, we we knew they would, donors responded with did just that. Through mass communications and astonishing generosity. individual conversations, we informed donors of 900,000 Amount raised in 2020 which directly supported immediate community needs 3 Fiscal Year 2020 ANNUAL REPORT / Silver Linings The Right Time for a Gift in Support of Catholic Schools During a year of significant loss and turmoil, The Foundation’s knowledge of the CARES Act’s we also witnessed immense generosity. Many philanthropy provisions helped the donor see people are philanthropic and simply waiting for why now was the perfect time to start this fund. the right opportunity to give. Such was the case Under the CARES Act, itemizers are allowed for one donor who is passionate about Catholic to deduct up to 100% of their Adjusted Gross education. While already a generous donor, Income instead of the normal 50%. This is a great the unique circumstances of the pandemic and opportunity for families that are in a position to the CARES Act legislation in 2020 provided the increase their giving now and take advantage of perfect opportunity to create a highly impactful the tax benefits. fund. In addition to our knowledge of the CARES Act, This donor had a vision to enhance the Catholic the Foundation also added value in shaping the school experience for low-income students fund and its parameters. The Foundation already and students in underserved communities had systems and policies in place to govern, by providing services beyond those typically steward, and manage this fund. Based on our covered by tuition costs. The Foundation worked experience with similar funds, we were able to with the donor and the Diocese of San Jose help the Department of Catholic Schools and the Department of Catholic Schools to refine this donor shape an appropriate definition, granting vision into something that would have real and process and reporting requirements for the fund. measurable impact. After analyzing options, it was decided that a fund set up to support Ultimately, it’s the collaboration among the three counseling and intervention services for students parties that created this fund and which will and families would fill an existing need and help continue to bring success to this program for these students achieve positive outcomes. years to come. This new fund, entitled the Pillar of Hope Fund for Student Counseling and Intervention The special tax provisions of the CARES Services, will grant $200,000 a year for the next Act carried over into 2021. If you are three years to fund a pilot program at three interested in starting a fund for a cause different schools. or organization you love, contact us to begin a conversation at 408.995.5219 or [email protected] “Counseling services are so important for our school children, especially now in the midst of this pandemic. I am really pleased with how the partnership between the Foundation and the Department of Catholic Schools has made this fund stronger.” Mary Quilici Aumack, CEO, The Catholic Community Foundation 4 Gather Our Endowments FIELD OF INTEREST ENDOWMENTS Saint Lucy School Apolonia Andre Fund for Liturgical Music Saint Lucy Parish School Scholarship Fund Bishop Patrick J. McGrath Endowment for Ministry “Voices of Gratitude” Clergy Leadership Saint Patrick School Family Life Saint Simon Parish Endowment for Tuition Lay and Religious Leadership Assistance Fogelquist Fund for Education Parish Outreach NON-ENDOWED FUNDS Parish Repair & Refurbishment Catholic Impact Scholar Parish Stewardship Spring Grant Supplemental Pastoral Ministry Training & Formation New Parish Acquisition & Construction Pillar of Hope Fund for Student Counseling and DESIGNATED ENDOWMENTS Intervention Services Catholic Charities Catholic Community Foundation Unrestricted PARISH DESIGNATED ENDOWMENTS Granting Endowment Ann Cretin Endowment for Service to Saint Catholic Extension Catherine Parish Diaconate Training Cathedral Basilica Parish Operations Fund for Vocations and Religious Ministries Cathedral Basilica Preservation Institute for Leadership in Ministry Catholic Community at Stanford Loaves & Fishes Church of the Transfiguration Martha’s Kitchen Holy Family Parish Seminarian Holy Korean Martyrs Catholic Church Social Justice Education Holy Spirit Parish Young Adult Ministry Most Holy Trinity Parish Youth Ministry Nachazel (Bill & Louise) Memorial Endowment for St. John the Baptist Parish EDUCATION/SCHOOL DESIGNATED Our Lady of Guadalupe Parish ENDOWMENTS Our Lady of Refuge Parish Our Lady Star of the Sea Parish Catholic Education Tuition Assistance Queen of Apostles Parish Cristo Rey San José Jesuit High School Sacred Heart of Jesus Parish George Santich Endowment to Benefit St. Justin Sacred Heart Saratoga Parish School Saint Anthony Parish Holy Spirit School Saint Christopher Parish Jane Daigle Endowment for Saint Frances Cabrini Saint Clare Parish School Saint Elizabeth Parish Notre Dame San Jose Education Saint Frances Cabrini Parish Sacred Heart Nativity Schools Saint Francis of Assisi Parish Saint Christopher School Saint Joseph, Mountain View Parish Saint Clare School Saint Joseph of Cupertino Parish Saint John Vianney Parish Saint Julie Billiart Parish For descriptions of our funds and Saint Julie Billiart Endowment for Divine to donate, visit Mercy & Special Needs Outreach catholiccf.org/endowments Saint Julie Billiart Parish Next Generation 5 Fiscal Year 2020 ANNUAL REPORT / Silver Linings Glover Endowment for Saint Julie’s Outreach Milligan Family Donor Advised Fund & Immersion Mark & Bertha Minnihan Fund Saint Justin Parish George and Jill Montanari Charitable Fund Saint Lawrence, the Martyr Parish Mooney Family Fund Saint Leo the Great Parish Nicholas G. and JoAnne Moore Family Fund Saint Lucy Parish David and Alice Mount Family Fund Saint Maria Goretti Parish Lisa and Paul Normandin Charitable Fund Saint Martin of Tours Parish James R. O’Brien Charitable Fund Saint Martin, Sunnyvale Parish Andy & Trish O’Donnell Charitable Fund Saint Mary Parish (Gilroy) Michael and Evelyn Oliver Charitable Fund Saint Mary of the Immaculate Conception Parish Patrick and Christine O’Malley Donor Fund Saint
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