Financials

Clergy Trust and its Board of Trustees are committed to ensuring the health and well-being of all priests in good standing of the Archdiocese of Boston in a fiscally responsible and transparent way. Our financial results are audited on an annual basis by an external independent audit firm.

Clergy Trust’s Annual Report includes the latest audited financial statements for the fiscal year ended June 30, 2023. This report provides the financial position, and changes in net assets, fulfilling our ongoing commitment to financial transparency.

Click below to view the 2023 Clergy Trust Annual Report.

 

To view past Annual Reports, click here.

James MacDonald

  • Current Senior Advisor, Fidelity Investments focusing on strategic initiatives.
  • 20+ years as Executive at Fidelity Investments with a proven track record of developing strategies and growing businesses, while delivering long-term financial performance in highly competitive markets.
  • Many years in technology including Athena Health, State Street Corporation, and Bank NY Mellon
  • Longtime parishioner of Holy Family Parish, Duxbury
  • BS, University of Massachusetts; The Wharton School Executive Development Program, University of PA

Rev. Thomas S. Rafferty

  • Ordained a Priest in May 2005
  • Currently serves as Pastor of St. Oscar Romero Parish in Canton, MA
  • Prior assignments include: St. John the Evangelist Parish, Swampscott, St. Patrick Parish, Natick
  • Before entering the seminary, Fr. Rafferty earned his law degree at New England School of Law and worked many years as a lawyer
  • Undergraduate degree from Boston College

Rev. J. Michael Lawlor

  • Ordained a Priest in May 1973
  • Currently serves as Pastor of The Church of St. Paul in Hamilton, MA
  • Prior assignments include: St. Joseph Parish, Needham, St. Maria Goretti Parish, Lynnfield; St. Ann Parish, Peabody; St. Mary of the Annunciation Parish, Danvers; St. Theresa of Avila, West Roxbury
  • Has served on the Archdiocese’s Presbyterial Council, the College of Consultors, the Board of Trustees for Saint John Seminary, and several other Archdiocesan committees

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Congratulations!

The Clergy Trust Team and Board of Trustees thank Cardinal Seán for his unfailing commitment to his brother priests and his enthusiasm in working with laity over the last 20 years, creating a lasting legacy on the Archdiocese of Boston and the future care of our clergy.

For his loving ministry, his servant leadership, and his gracious collaboration, we are eternally grateful.

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