Diocesan Foundation Common Fund
The Diocesan Foundation (Common Fund), founded in 1952, is a collective investment vehicle available to congregations and diocesan organizations (Investors). There are more than thirty Investors and the Common Fund had a net asset value of more than $31 million at December 31, 2017.
Some Common Fund Investors have more than one investment account, which include titles such as non-designated; endowment; named endowment; churchyard; music; outreach; plant replacement; building and housing.
At December 31, 2017 the unit value was $59.23 and in October, the Trustees approved the payment of $1.96 per unit in 2018.
Download the January 1, 2018 Common Fund Disclosure Document and the January 19, 2018 Letter to Unit Holders. If you would like more information, please contact Keith Kampert, Treasurer via email or at 312.751.4201.