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.