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Total Assets

$2.7 billion

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Total Numbers of Individuals and Families

552

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Total Number of Funds

867

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Total Gifts made by new and Existing Donors

~$236 million

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Total Grant Making (Regional, National, International)

~$255 Million

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Total Cumulative MCF Grants

$2.3 billion


Performance

Performance of investment pools through August 31, 2023 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool -2.3% 5.7% 11.5% 7.4% 5.7% 7.8% 7.3%
70% MSCI ACWI/30% HFRI Fund of Funds* -2.0% 5.3% 10.9% 6.4% 6.4% 7.8% 7.1%
Future First Pool -2.2% 6.7% 14.3% 7.3% 8.2% 10.4% 11.0%
MSCI AC World Index -2.8% 6.6% 14.0% 7.2% 7.5% 9.3% 8.6%
Fixed Income Pool -1.0% -0.8% -0.3% -3.8% 0.6% 0.6% 1.5%
Bloomberg U.S. Aggregate Index -0.6% -1.1% -1.2% -4.4% 0.5% 0.3% 1.5%
Enhanced Cash Pool 0.5% 1.8% 4.9% 1.5% 1.8% 2.0% 1.9%
Money Market Pool 0.4% 1.2% 4.1% 1.5% 1.5% 1.4% 1.0%
U.S. T-Bills 0.5% 1.3% 4.3% 1.5% 1.7% 1.5% 1.1%
Community First Pool** 0.0% 0.4% 1.8% 0.8% 1.2% 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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