Investment Pool Reports

Investment Options & Statements

The Catholic Foundation has various investment allocations, selected to suit the investment criteria requested by the original donor and in keeping with the spending plan of each fund. The investment committee and our consultant monitor the pools quarterly.

Five model pools have been created to provide a low cost, institutional quality offering for donors.

These five model pools are:

  • Money Market Pool: 100% in a money market fund
  • Ultra Conservative Pool: 30% in a money market fund and 70% in high quality fixed income funds
  • Conservative Pool: 30% in US equities, 10% in a money market fund and 60% in high quality fixed income funds
  • Balanced Pool: 30% in US equities, 20% in international equities, 5% in a money market fund and 45% in high quality fixed income funds
  • Growth Pool: 40% in US equities, 30% in international equities, 5% in a money market fund and 25% in high quality fixed income funds

Donors benefit from the pool structure in various ways, including:

  • Current and historic return information and market analysis on a timely and consistent basis
  • Independent investment consultants continually monitoring each model
  • Additional investment options
  • Access to managers that are closed to new investors
  • Changes can be made quickly and efficiently.

Investment Pool Reports

(Note: Past pool performance does not guarantee future results.)

Pool Summaries - Agency (Funds we manage for other Catholic organizations)

2018

2017

2016

Pool Summaries - Restricted (Funds of The Catholic Foundation)

2018

2017

2016

Catholic Foundation Pool Summaries - Restricted - December 2016 (.pdf)

Our donors are the most important constituents that we serve.

Should you have any questions regarding the model pools we are happy to meet with you at any time. If you would like to discuss creating a charitable fund please call us at 972-661-9792 or

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