Catholic Theological
Society of America

Redbook

Board of Directors' Guidelines/Timelines/Video

Board of Director's Orientation Video
Convention Related 

Financial

  • Investment Spending Guidelines
  • Rates
  • Reimbursement Request Form
  • Grant / Endowment Funds Spending Guidelines

    • $10k - Nov 2023 (Restricted: $3k Tutti; Non-restricted $7k Christie)

    • $25k - June 2024 (Restricted: $10k Tutti; Non-restricted appointed $10k Christie & $5k Investment)

    • $25k - January 2025 ( In March, BOD met and have not formally decided on how to distribute / invest funds.)

    • ($23,620 TRANSFER) - June 2025 Moved from Aperio into KB Development Fund to reimburse 2025 scholarship awardees.

      Note: Christie Scholarship increased to $1250 until $10k allocated in the June 2024 motion are depleted.
    • July 2025 - Scholar decreased to $1000 as the $10k allocated funds were depleted.
    • November 2025 - $25k unrestricted funds deposited into KeyBank account as a "holding spot" until they can be transferred to the CTSA Aperio (Schwab) account.  Note: On 11/18/25 Pres. Abraham directed $500 of the funds be used to co-sponsor a reception with the CBA at the SBL 2025 convention.   On 11/20/25 MJP informed P. Flanagan a deposit of $19,150 from the donation into Aperio will be done; $500 sent to CBA; and $2619 to KB Business Checking; $2731 to JCU to cover remaining 2025 operating expenditures.  In March 2026, the BOD will need to designate how the remaining funds ($19,150) are to be used.
  • INSeCT / WFTL Annual Allocation Policy

    The BOD approved an annual allocation of $2,500 in an expense line to fund INSeCT and WFTL costs; a restricted fund to be established where unused funds would be kept for future BOD approved INSeCT / WFTL expenses up to $10,000. Interest earned on the funds are to be returned to the CTSA's general fund. (Fall 2025 BOD Mtg.)
    Historical Lists

    Note: For many years, the "Redbook" was a red binder containing CTSA procedures and policies that each new director was given upon election to the Board.  In 2012, this practice was discontinued as the Redbook information was placed on the CTSA website and board members given access to it ex officio.


    Convention Reviews

    • 2012-2013  Committee Chaired by James Keenan, S.J.

    President Susan Ross reported the results of the review at the 2013 Business Meeting

    • 2017-2018 Committee Chaired by Matthew Ashley

    President Paul Lakeland reported the results of the review at the 2018 Business Meeting.

    • 2022-2023 Committee Chaired by Anna Moreland

           President Clooney initiated the report and the       
           results of the review were provided at the 2024 Business
           Meeting. (Pres. F. Clooney granted an extension on the
           reporting of the Committee.

    • 2027-2028 Convention review to be done.


    INSeCT Review due in 2024

    WFTL Review due in 2026

    Executive Director's Office - General Reference Information

    Annie's Family Contact:  Matt Hoelle, spouse

                                  765.421.1348

    Georgetown University Contact:  

    Office Procedures pdf

    Banking:

    Chase Bank

    Point of Contact: Jafar Ila

    5225 MacArthur Blvd NW, Washington DC 20016

    jafar.ila@chase.com

    202-777-9942


    Website Related:

    Network Solutions (holds CTSA's Domain)
                           #30975056
                           Paid through 2026

    Wild Apricot (website/database/listserv/e-invoices)
                           #250069 
                           877.493.6090
                           Renewed annually in November.

    Trademark Deadlines:

    Summer of 2022 Declaration filed by Rothwell Figg.
    U.S. Trademark Registration No. 5198835 (Registered May 9, 2017)
    Mark: Catholic Theological Society of America in Class 041

    May 9, 2027  Registration deadline
    Note: Need to file within 6 mos. of the expiration date.  Thus
    contact Jane Collen, Practus LLP 3 mos. prior to expiration date to begin process.

    On May 27, 2026, Mariana Cana, Practus, sent the formal request to the CTSA to begin the renewal process. MJP provided Mariana with the requested information and documents via email.

    On June 25, 2026, Marian Cana, Practus, email CTSA the renewal application form.  MJP signed and returned to Mariana on 6/25/26.  Mariana acknowledge receipt of the paperwork and will proceed with the filing.  Eventually, Practus will invoice the CTSA for associated filing fees (legal service is probo) which will be around $650.

    Renewal 

    Contact:  Practus LLP (Formerly Collen Intellectual Property Law and then formerly with Rothwell Figg)
                     The Holyoke-Manhattan Bldg.
                     80 South Highland Ave.
                     Ossining-on-Hudson, Westchester County
                     New York 10562
                     914.941.5668
                     jane.collen@practus.com (914) 582-6181 l Jane is our point of contact
                     jess.collen@practus.com
                     Jane Collen (Knows Paul Lakeland and provides legal service probono.)
                    Rothwell Figg's reference # 5323-101 (U870)



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