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Policies
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FY25 Distribution PolicyBased on audited financial statements, the Board of Directors has authorized a 5% distribution of the 20-quarter average balance of funds for the July 1, 2024 to June 30, 2025 fiscal year. For more information, please download the policy here.
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Administrative Fee Schedule
Administrative fees cover the cost of operating the Catholic Foundation of Oklahoma. Fees are reviewed annually and adjusted at the discretion of the Board of Directors and any adjustments will be applied prospectively. Effective July 1, 2021, a 1% annual fee, or less for larger fund balances, is assessed monthly based on the average daily balance of the fund during the quarter. For more information, please download the policy here.