The OIP Investment Trust currently provides faith consistent investment management of the financial resources of over 200 Roman Catholic related organizations, institutions, and ministries through the engagement of professional registered investment companies and/or individuals.
In order to participate, an organization must be related to the Roman Catholic Church and utilize its resources for charitable and/or religious purposes.
If located in the United States, that organization must be listed in the PJ Kenedy Official Catholic Directory or have obtained an independent determination letter from the IRS.
If located outside the United States that organization must be related to the Roman Catholic Church through the listing of itself or its sponsor or owner in the Annuario Pontifico and utilize its funds for charitable and/or religious purposes.
In addition, a participant must have and maintain at least $5 million USD dollars in assets (including both financial and real assets), and must complete a representation form to the OIP Investment Trust’s satisfaction, and must comply the OIP Investment Trust’s anti-money laundering and know-your-customer policies and procedures.
If there is a question about an organization’s fulfilling the requirements, please contact one of the senior management of the OIP at the Contact Us link.