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 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.