The report of the Diocesan Foundation for the fourth quarter and the 2017 year has been posted to its website. Some highlights for the year:
- Investment gains of $9.3 million or 15.5%
- Total assets of $68.7 million—a new high
- Eight new accounts for a total of 214 at year-end
- Portfolio gains ranged from 1.2% for the Capital Maintenance Model to 17.3% for the Growth Model
Diocesan Foundation results for the quarter ending September 30th have been updated on its website.
Total assets reached a new high of $65.9 million. Investment gains were $2.4 million or 3.8%.
Investment results for the Diocesan Foundation for the quarter ending June 30, 2017 are now available on its website: Foundation-dwtx.org.
The Diocesan Foundation’s results for the first quarter 2017 have been posted to the website.
Investment gains for the quarter totaled $2.9 million or 4.8%. Total assets at quarter-end were $63.1 million.
Updated information on the Diocesan Foundation for the fourth quarter of 2016 has been posted to the website.
At year-end, the Foundation had total assets of $63.3 million and 209 accounts. Investment gains for the year totaled $2.5 million or 4%. During the year, 10 new accounts were added.
The diocesan Foundation’s website has been updated to reflect results through the September quarter. Assets at quarter-end totaled $63 million. Investment gains for the quarter were $2.5 million or 3.4%.
The complete Quarterly Report is available at http://www.foundation-dwtx.org.
The Foundation’s website has been updated for the quarter ending June 30. Please log on and review the new information.
The Diocesan Foundation’s results have been updated through March 31, 2016.
In a tumultuous quarter, the Foundation sustained a slight overall loss of -0.9%. Two of the investment strategies (model portfolios) achieved modest gains. Assets at quarter-end totaled $59.3 million and three new accounts were opened during the quarter.
Details are available on the website.
The report of the Diocesan Foundation for the quarter ending December 31, 2015 has been posted to its website.
Investment markets improved nicely in the quarter and the Foundation benefited from this, achieving an investment gain of $2.1 million or 3.6%. These strong results were not sufficient to overcome market declines sustained earlier in the year, resulting in a modest loss of $611 thousand or -0.9% for the year.
The Diocesan Foundation’s website has been updated to include performance for the quarter ending September 30th. Please log on at http://www.foundation-dwtx.org to view the Quarterly Report and other information.