Annual Newsletter 2023 FY

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ANNUAL REPORT

A Legacy of Philanthropy

The Sobrato Family The Fogelquist Fund The Paulraj Family Fund
Culture of Philanthropy for Education for the Catholic
Community at Stanford
The Catholic Community Foundation

Our Vision Our Mission Our Values


A thriving local Church We facilitate impactful Answering the Gospel
and donor community, grantmaking and call to love and serve,
serving Catholic ministries collaboration by and with the influence
and our neighbors. connecting generous of the Holy Spirit, we are
donors with effective guided in all things by
ministries, programs, and these values: stewardship,
organizations. collaboration, excellence,
and integrity.

This Report’s Theme


A Partner in your Philanthropy

All our grant making is made possible through the generosity of donors like you. A community
foundation is simply a collection of funds, all of which are created by donors based on what inspires
them. At the Catholic Community Foundation, our job is to walk alongside donors as they explore
their philanthropic goals and interests. In this report, you will read stories about donors who chose the
Catholic Community Foundation as their partner in their journey of philanthropy.

WAYS TO GET INVOLVED WITH THE FOUNDATION

Donate to Open a Donor Establish a Plan your Catholic


an Endowment Advised Fund Family Fund Legacy

1 2023 ANNUAL REPORT / A Partner in your Philanthropy


Letter from the Board Chair
and CEO

Dear Friends,
The culmination of the Foundation’s work and the
most important measure of our success is grant
making. In 2023, we granted over $10 million for
the first time.
A major theme for us in 2023 was ENGAGEMENT.
We worked with many families to deepen and expand their philanthropy through thoughtful planning.
Central to this engagement is the charitable equity that we hold for families in the form of Donor
Advised Funds (DAFs). In 2023, we launched an innovative Donor Advised Fund Match, adding $5.3
million to DAFs and creating the Catholic Impact Fund for targeted grantmaking to augment ministry
and improve community.
As we look forward, we are pleased to be able to support the Pastoral Plan for the Diocese of San
José which was announced in 2023. Bishop Cantú’s plan will add beautiful context to our grant
making and offer us the opportunity to inspire families in support of Diocesan ministry.
We also continued our deeply valuable relationships with trusted advisors. We partner with these
professionals in support of families to craft creative and meaningful plans for current and legacy
giving.
In 2023, we had five deeply committed directors term off of the board. We offer thanks for
the ineffable value to Jim Cashman, Tom Crotty, C.S. Park, Bertha Minnihan, and Charmaine
Warmenhoven. We look forward to a continued collaboration with these leaders.
Moreover, we express great gratitude to Jim Cashman, whose three years as board chair included
guiding us through the pandemic.
We invite you to read about stories of philanthropy, connection, collaboration, and impact. We hope
you will be inspired and join us.

Pat Waite Mary Quilici Aumack


Board Chair, CEO,
The Catholic Community Foundation The Catholic Community Foundation

2
Donor Stories

Doing Parishes Differently


The Legacy of Monsignor John
Sandersfeld

Monsignor John Sandersfeld is remembered


by those who knew him for his outgoing and
welcoming personality and his passion for parish
ministry. Along with the innumerable lives he
touched through his kindness, generosity, and
commitment to justice, Msgr. John’s legacy
also includes the newly formed Monsignor
John Sandersfeld Fund for Parish Mission
Development. Msgr. John started this fund
with a gift from his estate plan with the vision
that it would help fund the development of a
collaborative model of ministry for both priests
and lay leaders.

Msgr. John, a Los Gatos native and Bellarmine


graduate, served at parishes in San Jose and San
Francisco after his ordination in 1966. He spent
legacy through funding workshops and trainings
two years studying parishes across the nation
on a more collaborative model of ministry for
in the late 1970s as the Associate Director of
both priests and lay leaders at local parishes. This
the Parish Project of the National Council of
model emphasizes the universal call to holiness,
Catholic Bishops’ Committee on Parish Life. After
the equality we each have in baptism, and the
returning to the Diocese of San Jose, he was
common call to service within the community.
named pastor of Most Holy Trinity parish in East
San Jose where he served for eight years. Bishop
Fr. Joseph spent six years working with Msgr.
Dumaine named him vicar for clergy. In 1993 he
John at St. Francis of Assisi and described
became the founding pastor of St. Francis Assisi
his work style as “creative chaos.” He had an
Parish.
engineer’s mind with a charismatic, warm
personality and great concern for others. “Msgr.
Throughout his life, he maintained that parishes
Sandersfeld’s entrepreneurial spirit definitely
need to be “done differently,” with strong
formed and shaped me,” said Fr. Joseph. “I’m a
emphasis on relationships and engagement of
better priest because of John. I’m a better person
the laity to propel the community forward. “Msgr.
because of John.”
John’s image of priesthood is that the pastor is
in the middle of a parade,” says long-time friend
and colleague Fr. Joseph Benedict. “The pastor
is not leading the parade, he’s not pushing from You can support this work and
the back. But rather he’s in this great pilgrimage Msgr. John’s legacy through
of discipleship – animating, guiding, and caring donations to the Monsignor
for the community.” Msgr. John’s goal was to John Sandersfeld Fund for Parish
empower people to minister so that community Mission Development.
members could care for each other.
catholiccf.org/sandersfeld-fund-for-
The new Monsignor John Sandersfeld Fund for parish-mission-development
Parish Mission Development will continue his

3 2023 ANNUAL REPORT / A Partner in your Philanthropy


A DAF Partner that Shares
our Values
Rene and Amy Ho believe in the importance
of giving back to their community and setting
an example for their children. When they
learned about Donor Advised Funds (DAFs) at
the Foundation, they were drawn to the idea of
partnering with a Foundation that could help
them figure out how to give from their DAF in a
thoughtful way that reflected their family values.

Rene has been involved at their parish, the


Catholic Community at Stanford, for many
years, and he first learned about the Foundation
through his involvement with the parish Finance
Council. When they found out that a Catholic
DAF partner existed, he and Amy were curious
to learn more. They liked their existing DAF legacy to be, and more. “We wanted to work with
provider, however the idea of partnering with a partner who would walk with us through these
an organization that was aligned to their values questions and help keep us on track,” said Rene.
resonated with the couple. “We were very “Knowing we have a team of people we can rely
interested in the opportunity to work with an on for support who will keep moving this process
organization that understands our Catholic forward is hugely valuable for our family.”
values,” said Rene. “We also wanted to have
deeper conversations about how we give
Learn more about DAFs at the Foundation
and how to get our children more involved in
philanthropy. After talking to the Foundation, we catholiccf.org/donor-advised-funds
knew that they would be a great partner as we
explored these ideas.”

Moving their DAF was simple. This can be Interested in creating your own
achieved by simply making a grant from an philanthropic strategy?
existing DAF to the Foundation. They were
doubly motivated to move their fund because of Get started using the Foundation’s
the Foundation’s ongoing Donor Advised Fund Philanthropy Primer which will walk you
Match opportunity (see more details on pages through a series of questions to get you
5-6 of this report). “Opening the fund has been started.
simple and pain-free. They make it easy, and the
staff is very accessible,” said Amy.

Now that the “easy” part is done, it’s time to


dive into the more complicated – and more
interesting – questions about their family’s SCAN ME
philanthropic strategy and goals. In conversation
with the Foundation, they will explore topics like
Download the Philanthropy Primer
their motivations for giving, their family values,
catholiccf.org/philanthropy-primer
how to integrate the whole family into the
decision-making process, what they want as their

4
Donor Advised Fund Match
Contribute to a new or existing DAF through the end of 2024 – or until
matching dollars run out!

HOW IT WORKS

WE MATCH 6%
of your contribution to your new or existing DAF, split 50/50

3% 3%
deposited directly added to CCF's
into your DAF Catholic Impact Fund

In October of 2023, the Foundation announced There was a lot of enthusiasm from current and
a match for contributions to new and existing new fund holders around the match right off
Donor Advised Funds (DAFs). Sponsored by a the bat! By December 31, 2023, about half of
generous donor, the match has two aims: the available matching money had already been
to increase the impact of donors’ giving via used.
Donor Advised Funds
to create a new, flexible grantmaking fund
that the Foundation can use to respond Learn more
to current needs in our community – the catholiccf.org/daf-match
Catholic Impact Fund

Catholic Impact Fund What is a Donor Advised


This fund was created to allow the Foundation Fund?
to respond to the changing needs of our
community, guided by our Gospel call to love A Donor Advised Fund (DAF) is a simple,
and serve our neighbors. Since the fund is not centralized account for all your charitable
endowed, the Foundation has the flexibility to donations. You receive an immediate tax
respond to needs as they arise and create a deduction for your contributions to your DAF
positive impact when and where it will have the and then can take your time deciding which
most impact. organizations you want to support.

Learn more Learn more


catholiccf.org/catholic-impact-fund catholiccf.org/donor-advised-funds

5 2023 ANNUAL REPORT / A Partner in your Philanthropy


Giving a DAF for Christmas
A number of donors were inspired to take
advantage of the DAF Match not only for their
own DAFs, but to create DAFs for their children.
The idea of “giving a DAF for Christmas” caught
on with families who wanted to engage with their
adult children or grandchildren around topics of
gratitude, generosity, and legacy.
Christmas. “We know that getting Lindsay and
Frank and Gayle Boitano were one such couple Lauren more engaged and excited about giving
who decided to give their daughters and will take time,” said Frank. “Gayle and I hope that
sons-in-law the “gift of giving.” They began our legacy of philanthropy will live on through
the conversation about philanthropy with our daughters and their families. We feel that it is
their daughters and spouses during a family more beneficial to get them involved today while
vacation over the summer, revisited the topic we can encourage and mentor them in the ‘gift
at Thanksgiving, and gifted them the DAFs at of giving.’”

Creating a Philanthropic Plan


Andy and Trish O’Donnell have always deeply Donor Advised Fund Match in 2018 and this most
valued giving back to the community; however, recent match in 2023. They also took advantage
as busy professionals raising a daughter, it was of the tax benefits of transferring equity positions
challenging to find sufficient time to dedicate that had high taxable capital gains. In doing so,
to the causes close to their hearts. That is all they made a conscious decision to grow their
changing now as they are entering into a new DAF over the years before retirement so that they
chapter in their lives: retirement. Their first would have a substantial base set up for their
retirement goals are to create a strategic plan future philanthropy.
for their philanthropy and get their daughter
involved in aspects of their philanthropic plan. Now the fun begins. “I’m looking forward to
giving back and having more time to volunteer
While they were working full time, they on projects that I am passionate about, where I
capitalized on opportunities to increase their can add value, and help make a difference in our
impact and grow their philanthropic “nest egg.” community,” said Trish. With the guidance of the
They leveraged the matching programs from Foundation, the O’Donnells are creating a plan
their workplaces as well as the Foundation’s first for how they would like to give their time and
money. The Foundation is able to introduce the
couple to organizations based on what inspires
them and connect them with other families with
similar interests.

“We appreciate the guidance and resources


provided by the Foundation staff,” said Andy.
“They are working with us on the steps to
creating a plan for our philanthropy, and now we
get to build something that is more meaningful
for us and creates a positive impact for others.”

6
Investments

ASSETS UNDER MANAGEMENT 2023 140 MILLION

OUR INVESTMENT POOLS

We offer our three investment options for non- For more information about the asset
endowed funds and along with a special pool mixes and results for each pool, visit
exclusively for endowed funds. catholiccf.org/investment-management

ENDOWMENT LONG-TERM BALANCED CAPITAL


POOL GROWTH POOL POOL PRESERVATION POOL

“Stewarding funds for the benefit


of our community is one of the
Foundation’s core values. The
Foundation strives to achieve
our return objectives while also
promoting the common good with Our Investment Advisor
our assets. Prudent, values-based
investing is not just a Jordan Park’s team of experienced,
byproduct of our work, empathetic and results-oriented managers
but rather a central goal provides data-driven investment and
against which we financial advice for all the Foundation’s
funds. Jordan Park’s mission to enhance
measure our success.”
lives and legacies aligns with the
Brad Baron, Chair of Foundation, working to create FOREVER
the CCF Investment VALUE for our local Catholic community
Committee and to serve community needs.

INVESTMENT OBJECTIVES

1 2 3
Focus on the long- Pool assets to Participate in responsible
term returns, providing capitalize on scale investing, which includes
FOREVER VALUE for our and gain access to top both Catholic screens
beneficiaries managers and impact investing

7 2023 ANNUAL REPORT / A Partner in your Philanthropy


Grants

5-Year Granting History


$11.6 Million in millions
11.6
Granted in 2023 12 M
2023 was a record year for the 8.6
10 M
Foundation, granting over $10 million
in a single year for the first time in our 8M 5.8
history! 5.5
6M

$63.5 Million 4M
2.9

Granted since Inception 2M


2019 2020 2021 2022 2023

Grants By Recipient
2.6 Million 0.5 Million 1 Million 2.5 Million 5 Million

DIOCESE OF SAN CATHOLIC LOCAL CATHOLIC OTHER SPECIAL DONOR-


JOSE CHARITIES OF SCHOOLS ORGANIZATIONS DIRECTED GRANT
Parishes, Parish SANTA CLARA High Schools and Primarily grants TO A SINGLE,
Schools, Ministries, COUNTY Catholic elementary from Donor Advised NON-LOCAL
Vocations and the schools Funds to various ORGANIZATION
Spring Grant Cycle local and national
charities

CCF Donor Advised Funds Taking Action


In 2023, CCF Donor Advised Fund holders responded generously to the needs of our neighbors.

$32,000 $11,000 $38,000


Raised for transportation Raised in response to the Raised for Catholic Charities
needs of Diocese of San José severe storm damage in of Hawai’i in response to the
Seminarians January 2023 for both Santa August 2023 Lahaina Fires
Clara and Monterey counties

8
Grants

Mental Health Support for Catholic School Students

In 2021, a coalition of experts in pediatric health


declared a national emergency in child and
adolescent mental health. Rates of childhood “The therapist provided a safe and
mental health concerns and suicide have risen open environment for the girls in
steadily since 2010, and by 2018 suicide was the my daughter’s class to voice their
second leading cause of death for youth ages 10- concerns and work through their
24.1 challenges.”
Parent of a child who attends a local
In 2020, Foundation staff were having Catholic school
conversations about this topic with a number of
donors who were concerned about this issue,
especially in light of the strains of the pandemic
on school-aged children. The Pillar of Hope
Fund was created to provide counseling and
intervention services for low-income students
attending Catholic schools in Santa Clara
County. The fund has been granting since 2021
and has already made a significant impact on
$292,000
granted from the Pillar of Hope Fund
children, families, and teachers in underserved to Catholic Schools for counseling and
communities. intervention services 2021-2023

The Pillar of Hope Fund


utilizes the services of
CASSY – Counseling Results from the 22-23 school year
& Support Services for
Youth – to provide highly qualified postgraduate
therapists to the campuses of 6 Diocesan 97% of students and parents:
elementary schools 1-3 days a week. Parents and Felt their needs were met
staff alike are relieved to have resources available Would recommend the
on campus so they don’t have to go to a second services to a peer
location. Made progress on at least 1
treatment goal

1416 individual student therapy sessions

1004 parent engagement consultations

PICTURE 823 staff consultations

Learn more and donate


catholiccf.org/pillar-of-hope

www.aap.org/en/advocacy/child-and-adolescent-healthy-mental-development/aap-aacap-cha-declaration-of-a-
1

national-emergency-in-child-and-adolescent-mental-health

9 2023 ANNUAL REPORT / A Partner in your Philanthropy


Spring Grant Cycle $81,200
Parish Outreach
The Spring Grant Cycle is the Foundation’s
annual open application cycle. Local parishes,
and diocesan elementary schools can submit $77,900
Pastoral Ministry
applications and receive grants in seven Training & Formation
categories. $61,600
Parish Stewardship

41,900
$308,000 $26,000
Apolonia Andre Fund
Family Life

for Liturgical Music

TOTAL AMOUNT AWARDED $15,400


Lay & Religious
Leadership
$4,100
Clergy Leadership

151 48
TOTAL NUMBER RECIPIENT
OF GRANTS ORGANIZATIONS

Catechetical Ministry Give a Gift to Jesus Parish Bible Program


Family Retreats Parish Outreach Grant Parish Stewardship Grant
Pastoral Ministry Grant
CHRIST THE KING PARISH SAINT CYPRIAN PARISH
SAINT VICTOR PARISH Through this program, families This grant provided bibles to
The parish’s goal is to catechize in need can receive a gift card children in the Faith Formation
not only the youth but also during the holidays so that they programs as well as adult
parents through Family can purchase a gift for their parishioners in bible study and
Sessions and Sacrament children. Giving families the sharing programs. The bibles
Retreats. These events helped ability to buy their own gifts will aid parishioners in their
families with children preparing respects the dignity of these spiritual journey for years to
for Sacraments to grow in families and strengthens family come. Bibles were distributed
their understanding of the decision-making. Gift cards to 85 children and adults.
importance of going to Mass were distributed for about 100
and receiving the Eucharist. children.

10
Professional Advisors
The Foundation partners closely with estate planning, tax, wealth management, insurance, and other
related professionals. We offer unique value for their clients via our philanthropy planning services and
our innovative approach to charitable legacy.

Our goal is to:


Equip advisors with enough knowledge about us to bring us into conversation with clients, when
appropriate
Inspire advisors to think more deeply and more often about their clients’ philanthropic goals

We engage with advisors one-on-one, through small group education events, and through our annual
Capstone Advisor Session.

Capstone Advisor Session 2023


Each year the Foundation hosts an event for
advisors to network and hear from speakers on
topics of philanthropy.
The buzz of networking and discussion among
attendees during breakfast was energizing. “I look
Expanding the Definition of forward to this event every year,” said Brandon
Philanthropy Rebboah, Partner at Berliner Cohen. “It’s a great
group of professionals and the content is always
On June 15, 2023, advisors from around the Bay thought-provoking. I wouldn’t miss it.”
Area gathered in San Jose to hear from a panel of
experts about how philanthropy is changing and The 2024 Capstone Advisor Session is scheduled
expanding. The panel examined how advisors for the fall. To receive event details as they
can support clients as they explore philanthropic become available, sign up for the Foundation’s
options and open the conversation to new ideas quarterly advisor e-newsletter:
for giving. tinyurl.com/4rbhmmjy

James Cashman, Partner at Berliner Cohen,


Watch the 2023 recording
observed how his approach to the topic of
catholiccf.org/capstone-advisor-session
philanthropy shifted over the years from an
add-on at the end of a conversation with clients
to an overt and purposeful topic of discussion
throughout the estate planning process.
Tom Crotty, Family Office Practice Leader at
Sensiba San Filippo LLP CPAs, talked about the
importance of understanding the purpose of the
client’s wealth – what are their guiding principles,
what legacy do they want to leave – in order to
help them make better strategic decisions. And
Julia Matsudaira, Senior Vice President of the
Impact Advisory at Jordan Park, spoke about
macro trends and her experience with clients
who are interested in creative solutions to timely
problems and the growing emphasis on impact
and results.

11 2023 ANNUAL REPORT / A Partner in your Philanthropy


“My client had very detailed
parameters for a charitable gift. After Idea for your Clients
brainstorming with the Foundation,
A donor was interested in
we devised an approach that was both
utilizing a portion of retirement
simple and responsive to change. I assets for charitable estate gifts.
appreciate the Foundation’s input and In discussion with us, they decided
expertise – together we to simply name the Foundation as
found the most efficient the contingent beneficiary of an IRA.
and effective solution for Through the execution of a simple
this family.” agreement with the Foundation, the
Darin Donovan, Shareholder, beneficiaries of this gift can be easily
Estate Planning and Family modified over time, and the plan can be
Wealth Management, customized to meet the exact wishes of
Hopkins & Carley the family.

Advisor Steering Committee


The CCF Advisor Steering Committee is a group of estate planning, tax, wealth management,
insurance, and other related professionals who provide insight and feedback on our work. The
Foundation is grateful for this group’s commitment to our mission and all the ways they help spread
the word about our offerings and value.

Andy Alves, Frank, Rimerman + Co., LLP Sara Hire, Hopkins & Carley
Brad Baron, RBC Wealth Management Mark Johnsen, Wealth Architects, LLC
Christina Bedolla, Ferrari, Ottoboni, Caputo & Larry S. Kuechler, CPA
Wunderling LLP Dermott Larkin, Perigon Wealth Management,
Jerome Bellotti, Jerome A. Bellotti & Associates LLC
Frank Boitano, Abbott, Stringham & Lynch Julia Matsudaira, Jordan Park
Steven Braccini, Sheppard Mullin Tim Maximoff, Hoge Fenton Jones & Appel, Inc.
Lisa Intrieri Caputo, Ferrari, Ottoboni, Caputo & Nancy Moriarty, Frank, Rimerman + Co., LLP
Wunderling LLP Charles Packer, Hopkins & Carley
James Cashman, Berliner Cohen LLP Jim Parks
Tom Crotty, Sensiba LLP Brandon Rebboah, Berliner Cohen LLP
Jennifer Cunneen, Cunneen Law David Sacarelos, Seiler LLP
Dave Davis, Johanson & Yau Accountancy Corp. John D. Sensiba, Sensiba San Filippo LLP
John Doyle, WealthPLAN, PC Matthew Sheehan, Morgan Stanley
Jennifer Elmenhurst, Enterprise Trust and Brian L. Shetler, Berliner Cohen LLP
Investment Co. Jennifer Silvas, Sensiba LLP
Kathy Fitzpatrick, Fitzpatrick & Tucker, Inc. Leslie Yarnes Sugai, Sugai & Sudweeks
Tom Glascott, Eckley Lombardi Glascott, LLP Raymond Triplett, Triplett Financial
Doug Hansen, Deloitte Vicki Viso, Viso Insurance Services
Andrea H. Hensler, Ramsbacher Prokey Leonard Charles Volpe, Berliner Cohen LLP
LLP
Nathan Wright, Moss Adams

12
Fund List

Institutional Funds Saint Thomas of Canterbury Parish


These funds are open to donations from the public San Jose Chinese Catholic Mission
and support a named institution or area of work.
Education & School Endowments
Parish Endowments Catholic Education Tuition Assistance
Ann Cretin Endowment for Service to St. Cristo Rey San José Jesuit High School
Catherine Parish George Santich Endowment to Benefit St. Justin
Cathedral Basilica Operations School
Cathedral Basilica Preservation Holy Spirit School
Catholic Community at Stanford Jane Daigle Endowment for Saint Frances Cabrini
Church of the Transfiguration School
Holy Family Parish Notre Dame Education Fund
Holy Korean Martyrs Parish Sacred Heart Nativity Schools
Holy Spirit Parish Saint Christopher School
Most Holy Trinity Parish Saint Clare School
Nachazel (Bill & Louise) Memorial Endowment for Saint Lucy School
St. John the Baptist Parish Saint Lucy School Scholarship Fund “Voices of
Our Lady of Guadalupe Parish Gratitude”
Our Lady of Refuge Parish Saint Patrick School
Our Lady Star of the Sea Parish Saint Simon Parish Endowment for Tuition
Queen of Apostles Parish Assistance
Sacred Heart of Jesus Parish
Sacred Heart of Saratoga Parish Endowment for Ministries and
Saint Anthony Parish Organizations
Saint Christopher Parish Endowments for Ministries & Organizations
Saint Clare Parish Catholic Charities
Saint Elizabeth Parish Catholic Community Foundation Unrestricted
Saint Frances Cabrini Parish Catholic Extension
Saint Francis of Assisi Parish Diaconate Training
Saint Joseph, Mountain View Parish Fund for Vocations and Religious Ministries
Saint Joseph of Cupertino Parish Institute for Leadership in Ministry
Saint John Vianney Parish Loaves & Fishes
Saint Julie Billiart Parish Martha’s Kitchen
Glover Endowment for St. Julie’s Outreach & Seminarian Training
Immersion Social Justice Education
Saint Julie Billiart Endowmet for Divine Mercy Young Adult Ministry
& Special Needs Outreach Youth Ministry
Saint Julie Billiart Parish Next Generation
Saint Justin Parish Field of Interest Funds
Saint Lawrence, the Martyr Parish Apolonia Andre Fund for Liturgical Music
Saint Leo the Great Parish Bishop Patrick J. McGrath Endowment for
Saint Lucy Parish Ministry
Saint Maria Goretti Parish Clergy Leadership
Saint Martin of Tours Parish Family Life
Saint Martin, Sunnyvale Parish Lay and Religious Leadership
Saint Mary Parish (Gilroy) Fogelquist Fund for Education
Saint Mary of the Immaculate Conception Parish Parish Outreach
Saint Nicholas & Saint William Catholic Parish Parish Repair & Refurbishment
Saint Simon Parish Parish Stewardship
Saint Thomas Aquinas Parish Pastoral Ministry Training & Formation

13 2023 ANNUAL REPORT / A Partner in your Philanthropy


Non-Endowed Funds Irene and Donald McGovern Charitable Fund
New Parish Acquisition & Construction M.E. Charitable Fund
Pillar of Hope Fund for Student Counseling & Milligan Family Donor Advised Fund
Intervention Services Mark & Bertha Minnihan Fund
George and Jill Montanari Charitable Fund
Family Funds Garrett and Karen Moore Charitable Fund
These funds are created & funded by one individual Jenny and Patrick Moore Charitable Fund
or family. The family directs grant recipients. Nicholas G. and JoAnne Moore Family Fund
David and Alice Mount Family Fund
Sue E. and Richard M. Noack Charitable Fund
Donor Advised Funds (DAFs)
Lisa and Paul Normandin Charitable Fund
Anonymous Funds (20)
James R. O’Brien Charitable Fund
Ed and Kathy Almazol Charitable Fund
Andy & Trish O’Donnell Charitable Fund
Anthony Gift Fund
Michael and Evelyn Oliver Charitable Fund
Mary & Douglass Aumack Charitable Fund
Patrick and Christine O’Malley Donor Fund
Richard Baer and Bella Babot Fund
The Park Family Fund
Bakeis Family Charitable Fund
PLJN Fund
Barn Door Charitable Fund
Bryan Polster and Anne Yamamoto Charitable Fund
Baron Family Fund
Rev. Rick Rodoni Charitable Fund
Baroni Family Charitable Giving Fund
John and Diann Ryan Charitable Fund
Eric & Maria Bellafronto Charitable Fund
Msgr. John Sandersfeld Fund for Parish Mission
Thomas J. Biagini Charitable Fund
Development
Gayle and Frank Boitano Charitable Fund
Schall Family Charitable Fund
Burgundy Charitable Fund
Celine and Curt Schmidek Fund
Ronald & Mary Ellen Cane Family Fund
John A. Sobrato & Susan Sobrato Fund
Lucia F. Carrillo Charitable Fund
John M. Sobrato Fund
Stephen P. Carter Donor Advised Fund
Stone Family Charitable Fund
Cashman Family Charitable Fund
Swanson Family Charitable Fund
Alice and Stan Chow Charitable Fund
TODKO Donor Advised Fund
Anita Cuevas Scholarship Fund
Triplett Family Donor Advised Fund
Desbieys Family Fund
Votaw Family Fund
Rev. Hao Dinh Charitable Fund
Waite Family Charitable Fund
Dugoni Family Charitable Fund
Lisa and Michael Yutrzenka Make a Difference Fund
Flynn Family Charitable Fund
Daniel E Furtado Donor Advised Fund
Galetto-Dugoni Charitable Fund Endowed & Non-Endowed Family Funds
Catherine A. Gallagher Charitable Fund in 6 Anonymous Funds
memory of William Danser Stephen and Elisa Baroni Family Endowment
Genovese Family Charitable Fund James W. Lopes Endowment
Gilbert Family Charitable Fund Joseph P. Quilici Scholarship Fund for St. Justin
Terry D. Graff Trustee Donor Advised Fund School
Hallagan Huston Family Fund Paulraj Family Fund for the Catholic Community
Amy and Rene Ho Family Fund at Stanford
Huddleston Family Charitable Fund Robert and Carol Peters Family Endowment
Rev. Saju Joseph Charitable Fund Poncetta Family Endowment
Paul Keller and Aga Goodsell Charitable Fund Rubin Family Endowment
Rick and Jody Knauf Charitable Fund Raymond and Susan Triplett Endowment for
Krackeler Family Philanthropy Fund Catholic Ministry
Kuechler-Montes de Oca Family Fund
Lewis Family Charitable Fund Learn more about each fund at
Masleid Family Fund catholiccf.org/funds

14
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PERMIT No. 1
777 N. First Street, Suite 490
San Jose, CA 95112-6339
Phone (408) 995-5219
Fax (408) 995-5865
[email protected]
www.catholiccf.org
@TheCatholicCommunityFoundation
The Catholic Community Foundation

2024 Board of Directors and Advisors


Christopher Boscia Claire Kalia
Patrick Waite, Chair
Brian Brennan Oscar Leon
Anne Milligan, Treasurer
Jennifer Cunneen Donald McGovern
Steve M. Baroni, Secretary
Douglas C. Hansen Paul Normandin
Andrew Alves
Joseph Thu Huynh Raymond J. Triplett
Brad Baron

Bishop’s Advisors to the Board


Rev. Andres Ligot, Vicar General, Diocese of San Jose
Deacon Eric Simontis, CFO, Diocese of San Jose

See photos and bios of all Board Members at catholiccf.org/board

Foundation Staff
Mary Quilici Aumack, CEO
Sean Finigan, Director of Finance and Administration
Marie Galetto-Dugoni, Director of Engagement and Communications
Maya Reyes, Grants Program Manager
Nora Wilkinson, Administrative Coordinator

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