Total Assets
$2.7 billion
Total Numbers of Individuals and Families
552
Total Number of Funds
867
Total Gifts made by new and Existing Donors
~$236 million
Total Grant Making (Regional, National, International)
~$255 Million
Total Cumulative MCF Grants
$2.3 billion
Performance
Performance of investment pools through March 31, 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 | 1.9% | 5.1% | 16.7% | 4.5% | 8.3% | 8.0% | 7.2% |
Equity Pool Benchmark with HFRI* | 2.6% | 6.0% | 16.5% | 4.9% | 8.3% | 7.8% | 6.6% |
FutureFirst Pool | 2.7% | 8.1% | 24.0% | 6.1% | 11.5% | 11.3% | 11.1% |
MSCI AC World Index (Net) | 3.1% | 8.2% | 23.2% | 7.0% | 10.9% | 10.2% | 8.7% |
Fixed Income Pool | 0.5% | -1.3% | 1.1% | -2.4% | 0.5% | 1.2% | 1.4% |
Bloomberg U.S. Aggregate Index | 0.9% | -0.8% | 1.7% | -2.5% | 0.4% | 1.1% | 1.5% |
Enhanced Cash Pool | 0.5% | 1.8% | 6.8% | 2.5% | 2.4% | 2.3% | 2.1% |
90 Day U.S. Treasury Bills | 0.4% | 1.3% | 5.2% | 2.6% | 2.0% | 1.9% | 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% | 5.2% | 2.6% | 2.0% | 1.9% | 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.