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Total Assets

$3.1 billion

Total Numbers of Individuals and Families

520+

Total Number of Funds

800+

Total Gifts made by new and Existing Donors

~$590 million

Total Grant Making (Regional, National, International)

~$190 Million

Total Cumulative MCF Grants

$2.1 billion


Performance

Performance of investment pools through December 30, 2022 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool -2.9% 7.6% -15.3% 3.2% 4.0% 6.9% 6.9%
70% MSCI ACWI/30% HFRI Fund of Funds* -2.6% 7.4% -14.3% 4.2% 4.7% 6.8% 6.7%
Future First Pool -4.3% 9.5% -21.3% 4.1% 6.1% 9.3% 11.2%
MSCI AC World Index -3.9% 9.8% -18.4% 4.0% 5.2% 8.1% 8.0%
Fixed Income Pool -0.3% 2.7% -11.7% -2.1% 0.2% 1.3% 1.0%
Bloomberg U.S. Aggregate Index -0.5% 1.9% -13.0% -2.7% 0.0% 0.9% 1.1%
Enhanced Cash Pool 1.1% 0.9% -0.1% 0.9% 1.4% 1.7% 1.5%
Money Market Pool 0.6% 0.8% 1.3% 0.6% 1.1% 1.0% 0.7%
U.S. T-Bills 0.4% 0.8% 1.5% 0.7% 1.3% 1.1% 0.8%
Community First Pool** 0.2% 0.5% 0.8% 0.7% 1.1% N/A N/A

*MSCI ACWI - Morgan Stanley Capital International All Country World Index (a weighted index designed to provide a broad measure of equity- market performance throughout the world, comprised of stocks from both developed and emerging markets) HFRI Fund of Funds – Hedge Fund Research, Inc. Fund of Funds Composite Index (an index that tracks the performance of hedge fund of fund managers) ** This option is available until it reaches a cap of $3 million in investments.

For questions about investments & finances, contact

Hartman
Sid Hartman

Chief Financial & Operating Officer

415.464.2513
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