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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 February 29, 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 3.5% 8.1% 16.0% 4.3% 8.0% 7.8% 7.0%
Equity Pool Benchmark with HFRI* 3.4% 7.9% 15.0% 4.6% 8.0% 7.6% 6.4%
FutureFirst Pool 4.8% 11.1% 24.0% 6.3% 11.2% 11.0% 10.9%
MSCI AC World Index (Net) 4.3% 9.9% 23.1% 6.8% 10.5% 9.9% 8.4%
Fixed Income Pool -1.3% 2.0% 3.2% -2.9% 0.7% 1.1% 1.3%
Bloomberg U.S. Aggregate Index -1.4% 2.1% 3.3% -3.2% 0.6% 0.9% 1.4%
Enhanced Cash Pool 0.6% 1.8% 6.2% 2.3% 2.3% 2.3% 2.1%
90 Day U.S. Treasury Bills 0.4% 1.3% 5.2% 2.4% 2.0% 1.8% 1.3%
CommunityFirst Pool 0.2% 0.5% 2.1% 1.1% 1.2% N/A N/A
90 Day U.S. Treasury Bills 0.4% 1.3% 5.2% 2.4% 2.0% 1.8% 1.3%

* 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
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