Icon of the front of a safe with combination dial and handle
Total Assets

$2.7 billion

Icon of three people linked together
Total Numbers of Individuals and Families

552

Icon of files in a folder
Total Number of Funds

867

Icon of a checkbook and pen
Total Gifts made by new and Existing Donors

~$236 million

Icon of a heart over an open hand
Total Grant Making (Regional, National, International)

~$255 Million

Icon of a stack of dollar bills
Total Cumulative MCF Grants

$2.3 billion


Performance

Performance of investment pools through April 30, 2024 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool -2.6% 2.7% 12.9% 2.3% 7.1% 7.3% 7.0%
Equity Pool Benchmark with HFRI* -2.3% 3.6% 12.8% 3.0% 7.3% 7.3% 6.4%
FutureFirst Pool -4.0% 3.4% 19.2% 3.2% 9.7% 10.3% 10.7%
MSCI AC World Index (Net) -3.3% 4.0% 17.5% 4.3% 9.4% 9.5% 8.2%
Fixed Income Pool -2.5% -3.2% -1.8% -3.5% 0.0% 0.7% 1.1%
Bloomberg U.S. Aggregate Index -2.5% -3.0% -1.5% -3.5% -0.2% 0.6% 1.2%
Enhanced Cash Pool 0.5% 1.7% 6.8% 2.6% 2.4% 2.4% 2.2%
90 Day U.S. Treasury Bills 0.4% 1.3% 5.4% 2.7% 2.1% 2.0% 1.4%
CommunityFirst Pool 0.2% 0.5% 2.1% 1.2% 1.2% N/A N/A
90 Day U.S. Treasury Bills 0.4% 1.3% 5.4% 2.7% 2.1% 2.0% 1.4%
N/A N/A N/A N/A N/A N/A N/A

* Equity Pool Benchmark with HFRI: 28.5% S&P 500, 9% Russell 2000, 25% HFRI FOF, 21.5% MSCI EAFE, 11% MSCI EM, 5% NCREIF.

For questions about investments & finances, contact

Mcclelland 1000
Lauren McClelland

Chief Financial Officer

415.464.2528
MCF has updated its Privacy Policy and Terms of Service. The complete text of each can be found at
Privacy Policy and Terms of Service