Foundation Update

The second quarter was disappointing for investments. As a result of significant declines in both the stock and bond markets late in the quarter, the Foundation sustained a small loss of -0.6%. Total assets at quarter-end were $63.5 million. Investment performance for the six months ending June 30th was positive, with a gain of 1.2%.

The complete Quarterly Report is available on the website.

Quarterly Update

Investment results for the Diocesan Foundation through the September quarter have been posted to its website.

The Foundation sustained a slight investment loss of $500 thousand or (0.8%) for the quarter, although its performance compared to other managers was favorable.  Total assets at quarter-end totaled $60.7 million.

Diocesan Foundation Update

The Foundation’s website has been updated to include results through the quarter ending March 31, 2014. The complete Quarterly Report and other information are available at http://www.foundation-dwtx.org.

Foundation assets at quarter-end totaled $60.4 million, a slight decrease from year-end 2013. Investment gains were modest—$693 thousand or 1.2%–reflecting lower stock market gains than the prior two quarters.

Foundation Update

The Foundation’s website has been updated to include results through the quarter ending December 31, 2013.  The complete Quarterly Report and other information are available at www.foundation-dwtx.org.  

Total assets of the Foundation at quarter-end were $60.7 million, an increase of $2.8 million over the prior quarter and a new high.  Investment gains for the quarter were $3.2 million or 5.6%.  For the year, the Foundation had investment gains of $9.6 million or 18.4%.

 

Third Quarter Update

The Foundation’s website has been updated to include results through the quarter ending September 30, 2013.  The complete Quarterly Report and other information are available at www.foundation-dwtx.org.  

 

Total assets of the Foundation at quarter-end were $57.9 million, an increase of $3 million over the prior quarter.  Investment gains for the quarter were $3.6 million or 6.6%.  Five new church accounts were opened during the quarter.

Second Quarter Update

The Foundation’s website has been updated to include results through the quarter ending June 30, 2013. The complete Quarterly Report and other information are available at www.foundation-dwtx.org.

Total assets of the Foundation at quarter-end were $54.9 million, a slight decrease from the prior quarter. Investment gains for the quarter were modest, totaling $151 thousand or 0.3%. Four new church accounts were opened during the quarter.

First Quarter Update

The Foundation’s website has been updated to include results through the quarter ending March 31, 2013.  The complete Quarterly Report and other information are available at www.foundation-dwtx.org.  

 Total assets of the Foundation at quarter-end were $55 million—a new high—and an increase of $2.3 million from the prior quarter.  Investment gains for the quarter totaled $2.6 million or 4.9%.  

Thanks,

Dan