Financials

Financial Report as of June 30, 2017

As of June 30, 2017, the Catholic Foundation of Rhode Island manages
$95,533,027 in assets as compared to $87,497,102 for June 30, 2016. That is
a net change of $8,035,925.

Approximately $4.2 million of income was distributed in F/Y 2107 compared
to $3.9 million in the prior fiscal year. These distributions follow the
Foundation’s spending policy allows for distributions of 4.5% of the last 3-year
average market value of each individual portfolio.

Total investment return for the foundation was a positive 9.3% for
Fiscal Year 2017 as compared to (1.6)% for Fiscal Year 2016. Our investment
managers continue to outperform their benchmarks.

Our Fiscal Year runs from July 1 – June 30.

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Office of Stewardship & Development
One Cathedral Square
Providence, RI 02903
Ph: 401.277.2121