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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 April 30, 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 0.7% -0.1% 2.7% 11.3% 5.3% 7.8% 7.0%
70% MSCI ACWI/30% HFRI Fund of Funds* 1.1% 0.9% 1.7% 10.5% 6.0% 7.7% 6.6%
Future First Pool 0.0% 0.1% -0.2% 11.7% 7.9% 10.4% 10.7%
MSCI AC World Index 1.8% 2.4% 3.2% 13.1% 8.1% 9.8% 8.7%
Fixed Income Pool 1.8% 2.4% 3.2% 13.1% 8.1% 9.8% 8.7%
Bloomberg U.S. Aggregate Index 0.6% 0.5% -0.4% -3.1% 1.2% 0.9% 1.3%
Enhanced Cash Pool 0.5% 1.1% 2.5% 1.5% 1.5% 1.9% 1.6%
Money Market Pool 0.4% 1.1% 2.7% 0.9% 1.3% 1.2% 0.9%
U.S. T-Bills 0.3% 1.1% 2.8% 1.0% 1.4% 1.2% 0.9%
Community First Pool** 0.2% 0.5% 1.4% 0.7% 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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