Annual Parish Endowment Fund Financial Report

Annual Catholic Endowment Fund Financial Report

For the year ended June 30, 2024
Entity Name*
Primary Contact E-mail

ENDOWMENT FUND INFORMATION
Name of Endowment Fund
Briefly summarize the purpose of this endowment fund:
e.g., to distribute scholarship funds to needy students
BOARD MEMBERS AND ACTIVITIES
List the members of your endowment's board of directors for the fiscal year ended June 30, 2024.
Report the date of your annual Board meeting:

MonthDayYear
DISTRIBUTIONS IN THE FISCAL YEAR ENDED JUNE 30, 2024
Did this endowment fund make any distributions during the fiscal year?
Please list the distribution recipients, amounts, purpose, and dates funds were disbursed from your endowment fund.*
Please explain why the endowment fund did not make distributions during the fiscal year.

I, the undersigned, hereby certify that I have examined this annual report and find that it is an accurate statement of the condition of this Catholic Endowment Fund.
Pastor/Pastoral Coordinator Signature

Clear
Pastor/Pastoral Coordinator Name

PrefixFirst NameLast Name
Pastor/Pastoral Coordinator Email
example@example.com

I, the undersigned, hereby certify that I have examined this annual report and find that it is an accurate statement of the condition of this Catholic Endowment Fund.
Board President Signature

Clear
Board President Name

PrefixFirst NameLast Name
Board President Email
example@example.com

Attach minutes from the annual meeting of the Board of Directors for this endowment fund.

Browse Files

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Attach financial statements for this endowment fund as of June 30, 2024.

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This Report, when signed, is to be submitted to the Pastoral Office by August 31, 2024. A copy will be returned to the Catholic entity after approval by the Bishop.
Respectfully submitted the:*

MonthDayYear
Should be Empty:

Annual Catholic Endowment Fund Financial Report