About Us

The Catholic Fraternity Fund is an Autonomous Pious Foundation formed under Canons 1303, §1,1 and 114, §2 and is a  nonprofit corporation domiciled in Texas. The canonical administrators of The Fund consist of a professional, non-compensated lay Board of Directors and Board of Trustees who are responsible for its affairs and for its adherence to the provisions of the Code of Canon Law. The Catholic Fraternity Fund is a public charity under IRC 501(c)(3).

The Catholic Fraternity Fund was founded on the business model that professional, technical, and competent stewardship can best be achieved through dedicated investment funds, assembled for the sole benefit of its members, and with a distinct Catholic identity and commitment. As an Autonomous Pious Foundation the Catholic Fraternity Fund is governed by the Code of Canon Law in all of its activities, in particular the canons of Book V of the Code which concerns the Church’s temporal goods.

The Fund is designed to provide a critical mass of investment size so as to make a real difference in increasing the fund’s financial opportunities, mitigation of investment risk, increasing diversification options, lowering of money manager costs and maximizing the appreciation potential/returns paid to its members.

The Catholic Fraternity Fund is a wholly owned nonprofit subsidiary of the Catholic Community Foundation for the Roman Catholic Church of the Archdiocese of San Antonio.

For more information, please go to www.ccftx.org or contact Steve Oswald, CEO/President, Catholic Community Foundation at 210-732-2157 or at [email protected].

Our Leadership

The Catholic Fraternity Fund is led by a group of visionary Catholic business and community leaders who provide morally responsible, professional and effective financial management for our Catholic institutions.


Board of Directors

Board of Trustees Officers

Stephen M. Dufilho

Stephen M. Dufilho

Chair

Investments
Ray E. Berend

Ray E. Berend

Vice Chair

Certified Public Accountant
George J. Person

George J. Person

Secretary

Attorney at Law, Person, Whitworth, Borchers & Morales, L.L.P.
Eric C. Opiela

Eric C. Opiela

Treasurer

Attorney at Law
Most Reverend Gustavo Garcia-Siller, M.Sp.S.

Most Reverend Gustavo Garcia-Siller, M.Sp.S.

Ex-Officio

Metropolitan Archbishop of San Antonio

Reverend Martin J. Leopold

Reverend Martin J. Leopold

Ex-Officio

Moderator of the Curia, Archdiocese of San Antonio, Pastor – Our Lady of Grace Parish and St. Peter the Apostle Parish


Trustees

Very Reverend Lawrence J. Christian

Very Reverend Lawrence J. Christian

Vicar General, Archdiocese of San Antonio, Pastor – St. Ann Parish

Rev. Anthony O. Cummins

Rev. Anthony O. Cummins

Retired Pastor, Archdiocese of San Antonio
Deacon Harry M. Flavin

Deacon Harry M. Flavin

Principal, Matterhorn Capital Management, L.L.C.

Past Chairman, Investment Committee Catholic Community Foundation/Catholic Fraternity Fund

Frank M. Kudla, Jr.

Frank M. Kudla, Jr.

President & COO, FNK Ventures, L.L.C.
Martha D. Leiper

Martha D. Leiper

Senior VP, Corporate Finance and Enterprise Money Movement, USAA

Chair, Investment Committee Catholic Community Foundation/Catholic Fraternity Fund

Mona Mengler

Mona Mengler

Community Volunteer
Rick Molina

Rick Molina

Owner, Mesquite Country Enterprises
Vivian M. Vance

Vivian M. Vance

Business Woman

Catholic Community Foundation/Catholic Fraternity FundStaff

The Catholic Community Foundation staff oversees and administers the operation of the Foundation.

Steve Oswald

Steve Oswald

CEO/President

Rachel Babcock

Rachel Babcock

Executive Assistant