The Catholic Community Foundation of Los Angeles (CCF-LA) is a California 501(c)(3) nonprofit charitable religious corporation guided by the values of the Catholic faith. CCF-LA is further influenced by the best practices of community foundations operating in California and across the nation to be transparent and accountable for financial operations, especially for granting and contribution operations. CCF-LA is a separate legal entity from the Archdiocese of Los Angeles.
The Archdiocese of Los Angeles encourages the mission of CCF-LA through managed accounts and referrals. CCF-LA is self-governing and there are no guarantees, express or implied, from the Archdiocese of Los Angeles to clients. While clients of CCF-LA are predominately Catholic, members of all faith groups that are in alignment with Catholic values are invited to join the growing numbers of individuals and organizations that entrust CCF-LA to manage their philanthropy through grants and charitable contributions.
CCF-LA Mission Statement
The Catholic Community Foundation of Los Angeles empowers charitable individuals and organizations across cultures and generations through professional philanthropy management solutions that allow clients to develop and sustain their philanthropy in support of Catholic values.
CCF-LA was founded based on providing philanthropic services that are driven by the values of our faith in everything we do from issuing grants to managing investments. To be competitive in the community foundation space, we embrace the elements of teamwork to meet the expectations of our clients by delivering high levels of services, that in turn drive our reputation.
When the philanthropy of one individual, family and organization is joined with a community of like-minded people and organizations, it is now the power of the many within the CCF-LA that together impacts schools, social services, ministries, and all who benefit. It’s all about the power of philanthropy to positively affect individuals and charitable organizations in our local communities and beyond.
CCF-LA is guided by top financial, business, and legal professionals who are deeply committed to the quality of life for all who live in our world. That means investing and directing funding to meet the basic needs of every person—education, healthcare, and housing—while continuing to serve the Catholic community with vocations, parishes, sacramental life, and outreach to various ministries that focus on serving those most in need.
CCF-LA provides an important opportunity for people of all ages and income levels to learn about philanthropy. We offer charitable solutions for all stages of life age groups and encourage families to discuss and create a legacy of giving that will create real and lasting change.
We work with clients that are individuals, families, and organizations to support:
Building a Cultural Diversity and Catholic Identity.
Catholics come in all ethnic backgrounds, from all countries, and speak many languages, but what connects us all is our dedication to the faith and the commitment to love one another.
Education in the Faith.
Many of our grants go to support Catholic schools to improve their facilities and technology, additional funding for need- and merit-based scholarships and tuition assistance, and the expansion of classroom curriculum.
Promoting Religious Vocations.
We actively support the formation of priestly vocations through the Queen of Angels Center for Priestly Formation, St. John’s Seminary, and the House of Prayer for Priests. We also support religious communities of men, women, and laity and the formation of our Catholic school leaders.
Strengthening Marriages and Families.
We advocate for families and their ability to share values, experience sacramental life, express what is important, and create a plan to support those causes through the generations.
Building a Culture of Life.
Our clients are passionate about the dignity of life from conception to natural death for all, including service to the poor and disadvantaged, the elderly, children, and families.
Partner (Retired) | Freeman Spogli & Co.
Partner Emeritus, Irell & Manella LLP |
Partner | Gatehouse Partners LLC
Executive Managing Director | Jones Lang La Salle Brokerage, Inc. — Director
Vice President/Treasurer (Ret.) | I Edison International — Director
Consultant | Private Investor and University Professor — Director
Managing Director | First Republic Bank — Director
Managing Director | Shea Ventures — Director
Managing Director | Invesco Ltd. — Director
Los Angeles Partner in Charge | Frost Brown Todd AlvaradoSmith — Director
CEO and Co-Founder | The John H. and Cynthia Lee Smet Foundation – Director
Trustee | Shea Family Charities — Director
Archbishop of Los Angeles
Chief Financial Officer, Archdiocese of Los Angeles
John C. Morrissey, Chair
Raul F. Salinas
William M. Wardlaw
William M. Wardlaw, Chair
Louis M. Castruccio
Archbishop José H. Gomez
Edward C. Roohan
Governance & Nominating Committee
Carrie Tilton, Chair
Delia M. Roges
Raul F. Salinas
William M. Wardlaw
John McNamee, Chair
David S. DeVito
John C. Morrissey
Raul F. Salinas
Randolph E. Steiner
William M. Wardlaw
Edward C. Roohan, Chair
Kevin P. Bender
Kathleen H. Anderson — President and Executive Director
As President and Executive Director, Kathy brings a wealth of experience as a corporate and nonprofit leader to the Catholic Community Foundation of Los Angeles (CCF-LA).
Kathy is responsible for development and program administration, leading a team passionate about the foundation’s mission to offer professional philanthropy management services and education to the community. This includes the strategic plan, development of new and existing clients, and overall support for the organization structure of the operations. She reports to the Board of Directors.
Prior to CCF-LA, Kathy was the Executive Director of the Catholic Education Foundation of Los Angeles where she was responsible for funding an important Catholic-school tuition program at the Archdiocese of Los Angeles for students living below the poverty line. Preceding that, she was CEO and President of Lockheed Martin Finance Corporation following a career in international and corporate banking.
Kathy received a B.A. in economics from Santa Clara University (SCU) and served as an emeritus regent after 12 years on the Board of Regents and served two years on SCU’s advisory board for the Markkula Center for Applied Ethics. She attended leadership and management programs at Stanford University and Aspen Institute. Kathy and her husband, Howard, have two sons, live in Glendale and are active parishioners at the Cathedral of Our Lady of the Angels.
Tania Naaman — Director of Client Services and Assistant Secretary
Tania joined CCFLA in November 2022 where she leads the team in delivering superior client experience by collaborating closely with all our stakeholders. She develops relationships with existing clients and distributes grants to charitable organizations based on donors’ philanthropic intent. She reports to the president and executive director of CCF-LA.
Tania has more than 20 years of experience in the financial industry where she has led high performing teams in streamlining back-office operations, scaling-up businesses and delivering exceptional client service. She received a B.S. from Cornell University and an MBA from Harvard Business School. She is fluent in English, French and Arabic.
Jimmy Ozaeta — Vice President of Development and Assistant Treasurer
Jimmy is responsible for developing and growing client relationships with individuals and families and select religious and non-profit organizations. This includes client development, strategic planning and implementation, and client stewardship. Prior to joining CCF-LA, Jimmy served the non-profit sector for over 25 years in several senior executive roles that included Chief Executive Officer for a national non-profit organization. Jimmy also served as a Chief Advancement Officer for a federally qualified health center in South Los Angeles during the peak of the Covid-19 pandemic. A native Angelino, Jimmy’s Catholic values, and commitment to being a servant leader are aligned with his life-long advocacy for access to high quality education. Jimmy is fluent in the English and Spanish languages. He received a B.S. and M.S. from San Francisco State University.
Armando Nevarez — Controller and Assistant Treasurer
Armando supports the finance function to closely monitor the financial health of CCF-LA. As controller and assistant treasurer, Armando also manages the treasury process, and oversees the preparation of the financial statements and reports, budgets, tax filing, and implementation of monitoring of internal controls. In this role, Armando supervises payroll, accounts payable, receivable, and fee billing process, and holds a senior role in internal audit functions.
Armando comes to CCF-LA with over 15 years of finance, tax, and accounting experience. Armando holds a Bachelor of Arts in Economics/International Area Studies from the University of California, Los Angeles. In his spare time, Armando supports development activities at Cathedral High School. He and his wife have twin girls.
We recognize the absolute requirement to be fully accountable and transparent in our reporting to all of our stakeholders. It is our policy to complete a financial audit and a 990 report each year as well as produce an Annual Statement of Accountability (ASA). You can find PDFs of the financial statements and ASAs below. 990 statements are available upon request.
Investment funds under management
Our experienced Founders Board exercised care and due diligence in selecting and working with fund managers, the advisor, and the custodian. U.S. Bank serves as our custodian; fund managers are selected and managed by our Investment Committee, headed by John McNamee, and are advised by Callan.
Charitable gift services
Through our service provider, Stellar Technology Solutions, we have the largest independent gift service provider in the United States working with us to ensure the funds from our customers meet the financial and tax-reporting requirements of charitable funds, as do our own tax filings.
Audited Financial Statements and ASA:
2022 Annual Statement of Accountability
2022 Financial Statement
2021 Annual Statement of Accountability
2021 Financial Statement
2020 Annual Statement of Accountability
2020 Financial Statement
2019 Annual Statement of Accountability
2019 Financial Statement
2018 Annual Statement of Accountability
2018 Financial Statement
2017 Annual Statement of Accountability
2017 Financial Statement
2016 Annual Statement of Accountability
2016 Financial Statement
2015 Annual Statement of Accountability
2015 Financial Statement
Thank you for your interest in CCF-LA. We have the following full-time and internship opportunities available for qualified candidates:
PRIMARY PURPOSE OF POSITION: The internship program at Catholic Community Foundation Los Angeles (CCF-LA) offers education and exposure to the internal financial and gifting operations of our growing organization. We are seeking a dynamic individual to work on their own initiative across a range of departments or specifically in one department.
The internship offers rotations through all aspects of the Foundation’s business including financial operations, investment analysis, development and grant making, business development, marketing, legal counsel, and donor relations. Through the internship experience, you will gain research skills, intimate knowledge of community foundation structure, investment and granting processes as well as building valuable connections with the Catholic giving community. The intern has daily access to upper management and will produce impactful research projects.
The Catholic Community Foundation of Los Angeles empowers charitable individuals and organizations across cultures and generations through professional philanthropy management solutions that allow clients to develop and sustain their philanthropy in support of Catholic values. We help individuals, other foundations and other organizations to learn about philanthropy and how to make informed decisions on managing and finding their charitable giving. We encourage donors and beneficiaries to work together to make social and economic changes that improves the quality of life for everyone.
Requests for specialization in certain areas are considered.
MAJOR DUTIES OF POSITION:
• Using the Internet and other available resources to complete assigned research projects
• Input accurate information into the client database
• Support special events as assigned
• Maintain organized and accurate records of client communications
• Attend staff meetings as scheduled
• Contribute to marketing efforts and product development
• Assist with daily organizational operations, including grant making and financial
• Perform other related duties as requested
KNOWLEDGE AND SKILL REQUIREMENTS:
• Must be motivated, organized and possess good communication skills,
• Excellent written and communication skills,
• Competent in Microsoft Office products, including Excel, Word and PowerPoint
• Ability to navigate the Internet search engines and content quickly and efficiently
• Attention to detail and good written communication
• Relational database experience preferred
• Confidentiality and discretion in business matter pertaining to donors and grantees
• Team player with high energy and passion for mission
• Driving an automobile
• Lifting up to 20 pounds (files, computers, mailings, etc.)
• Sitting for extended periods at a computer
The position pays $18 per hour and requires between 25-30 hours per week. The position beginning and ending date is negotiable.
To apply, please send a cover letter and resume to email@example.com
CCF-LA is a California nonprofit religious corporation and operates within the philosophy of and religious values of the Roman Catholic Church. CCF-LA further exists as an autonomous pious foundation within the Roman Catholic Church and is subject to the Canon Law of the Roman Catholic Church.
CCF-LA recruits, hires and promotes based on merit, competence and qualifications, without being influenced by race, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, pregnancy, or veteran status. CCF-LA reserves the right to be the sole judge of merit, competence and qualifications and can favor Catholic applicants in all employment decisions based on religious preferences and other religious needs, criteria and policies.
A community foundation is a publicly supported philanthropic and tax-exempt nonprofit organization. Community foundations manage individual and organizational funds for donations and grants to other nonprofit entities.
CCF-LA is a public, religious, nonprofit 501(c)(3) community foundation that accepts tax-deductible contributions, invests and manages those funds, and then makes grants to deserving, socially responsible causes and organizations.
When donors give to CCF-LA, they have the option of establishing an endowment or a donor-advised fund from which they can recommend how, when, and where their donated funds are distributed to charitable causes.
Donor-advised funds offer significant benefits over traditional family foundations, including advantages in tax filing and liabilities, reduced administrative costs, the capacity to give anonymously, and more.
For endowed funds (designated or donor-advised), a CCF-LA client’s giving and impact can be continued beyond his or her lifetime.
CCF-LA functions as a professional philanthropy management office for its donors, providing excellent customer service and customized giving solutions within a regulated and transparent business environment.
The foundation relieves donors of investment and regulatory reporting burdens while providing clients with comprehensive, up-to-date reporting on both the grants and donations made in their names.
Donations also realize immediate tax benefits for CCF-LA’s clients.
Funds are invested in options based on the client’s expected timeline for requesting grants from his or her funds. CCF-LA’s current investment options include a Balanced Pool designed for permanently endowed funds; a Short-Term Investment Fund, which preserves capital for a short timespan while client funds are being designated and granted; and an Intermediate Fund for the 18-to-36-month time period for recommending grants and cash options for granting needs. Clients may also ask CCF-LA to consider funding options they select. In all cases, the foundation is committed to being transparent when it comes to fund management and maintaining a socially responsible investment policy.
Grants from CCF-LA are made to support the mission of the Catholic Church and to support those organizations closely aligned with that mission. Because CCF-LA clients influence how and where their funds are given, grantees can include a wide array of charitable organizations in addition to the Catholic causes that these donors may have traditionally supported.
CCF-LA is distinguished by faith-based and socially responsible operations purposely aligned with the Catholic Church. The foundation’s Catholic mission is the most important factor in a donor’s decision to manage his or her philanthropy through CCF-LA.
While CCF-LA operates independent of the Archdiocese of Los Angeles, it is guided by the goals of a Catholic, faith-based community and currently serves almost exclusively Catholic clients from across the Los Angeles region.
In order to maintain clarity and distinction between the pastoral mission of the Archdiocese and the broader philanthropic mission of CCF-LA, three key executives of the Archdiocese serve on the CCF-LA Board of Directors as ex-officio members.
Periodic reminders are sent to fund advisers to let them know about their grant-making capability and capacity, especially if a fund has not been active for over one year.
If a fund remains inactive for three years, the funds are transferred to a community fund managed by CCF-LA’s Board of Directors and aligned with the initial intention of the client. This assures charitable granting will continue and the fund will not be dormant.
An individual or couple who make a contribution in any amount to an existing fund at CCF-LA.
An individual who has been named in fund documents as having active authority to recommend grants from a fund.
An individual who has been named in Donor-Advised Fund documents as being next in line for the role of Fund Advisor; the transfer of authority takes place upon the death or inability of the Fund Advisor to fulfill his/her role.
An individual with the authority to make deposits, request distributions, view statements, etc., for an Agency Fund account; this individual is named and documented by the primary Investor.
An individual who is not an Advisor or Administrator but has been granted permission by an Investor or Adviser to view paper and/or online account statements; Interested Parties do not have authority to recommend grants, request distributions, or move money between accounts or investment options.
The primary, signatory authority on an Agency Fund Agreement; this organization can name one or more account administrators to manage deposits and withdrawals and other related business.
A fund established with a minimum $10,000 gift to CCF-LA for any general or specific purpose in line with the Catholic Church; grants out are recommended by a Fund Advisor (DAF). DAFs can be either
A unique type of Donor-Advised Fund, the NP DAF operates the same as our traditional DAF and can be established with only $2,000, with grants of $250 or more. The goal of the NP DAF Program is to teach philanthropy to the next generations.
An account established with a suggested minimum of $25,000 by a nonprofit or religious organization. CCF-LA provides professional money management and investment services to the client organization, while the organization retains ownership of the money. Deposits and spending guidelines are determined by the client. Requires an Investor signature to establish; can be open to multiple donors or maintained in confidence.
A permanent fund gifted to CCF-LA for the long-term support of a specific cause or purpose; subject to spending by the CCF-LA Board of Directors approval.
An account established by the client for the benefit of qualified students at levels pre-K through graduate programs and vocational schools. Endowed scholarship funds can be managed by the CCF-LA Board of Directors, by a family, or by a committee at a parish or school.
To guide our business operations in service to our mission, our Board of Directors adopts policies that reflect our values, promote transparency in all aspects of our business, define who we are as a charitable corporation, and describe the expectations of our staff, service providers, customers, and those we serve.
This policy protects the interests of our foundation whenever it is presented with a transaction that may appear to be benefiting the private interests of any director, officer, committee member, employee, or other person affiliated with us. The policy describes what potential conflicts are and requires strict record-keeping, including an annual “no conflicts” statement from any person involved.
This policy assures our customers that we maintain records that are compliant with applicable laws and regulations. This policy applies to our staff, officers, directors, consultants, contract workers, and temporary staff and governs paper, electronic, and voicemail records. A schedule and matrix are part of the policy and are reviewed annually.
This policy provides guidelines to our donors of the kinds of gifts and assets we accept to make grants and explains our thorough review process to ensure that a donor’s wishes can be carried out by the Foundation.
This policy explains our responsible and diversified approach to investing your charitable funds in opportunities that focus on preserving and enhancing your financial investment, which in turn maximizes the impact on your charitable-gifting objectives.
This policy describes how we protect and care for the personal information collected and entrusted to us by our donors and all who work with us. The policy is about how we protect the confidentiality of our constituents and the confidence they have placed in us.
This policy assures our customers of the highest standards of financial reporting and ethical behavior while complying with all state and federal statutes in handling reports of illegal or unethical conduct with financial reporting or other aspects of our business. The policy describes reporting procedures and the assurance of no retaliation.