Total Assets

$2.3 billion

Total Numbers of Individuals and Families

500+

Total Number of Funds

~800

Total Gifts made by new and Existing Donors

$200+ million

Total Grant Making (Regional, National, International)

~$150 Million

Total Cumulative MCF Grants

$2 billion


Performance

Performance of investment pools through October 31, 2020 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool -0.1% 2.1% 1.7% 3.2% 6.7% 6.0% 7.0%
70% MSCI ACWI/30% HFRI Fund of Funds* -1.6% 0.8% 5.3% 4.8% 6.7% 5.8% 6.5%
Future First Pool -1.4% 1.8% 8.3% 7.8% 10.6% 10.9% 11.6%
MSCI AC World Index -2.4% 0.2% 4.9% 5.5% 8.1% 6.9% 7.9%
Fixed Income Pool -0.2% -0.6% 6.5% 4.8% 4.2% 3.4% 3.5%
Barclays Capital Aggregate -0.4% -1.3% 6.2% 5.1% 4.1% 3.8% 3.6%
Enhanced Cash Pool 0.3% 0.7% 3.0% 2.4% 2.4% 2.0% 1.9%
Money Market Pool 0.0% 0.0% 0.7% 1.5% 1.1% 0.8% 0.6%
U.S. T-Bills 0.0% 0.0% 1.0% 1.7% 1.2% 0.9% 0.7%
Community First Pool** 0.0% 0.1% 1.3% 1.6% 0.0% 0.0% 0.0%

*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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