Total Assets

$3 billion+

Total Numbers of Individuals and Families

500+

Total Number of Funds

~800

Total Gifts made by new and Existing Donors

~$220 million

Total Grant Making (Regional, National, International)

~$160 Million

Total Cumulative MCF Grants

$2 billion


Performance

Performance of investment pools through June 30, 2021 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool 0.8% 6.5% 39.2% 11.8% 12.9% 8.8% 9.0%
70% MSCI ACWI/30% HFRI Fund of Funds* 1.1% 6.0% 32.7% 12.2% 12.1% 8.2% 8.2%
Future First Pool 1.4% 7.3% 43.9% 17.4% 17.3% 13.8% 14.0%
MSCI AC World Index 1.3% 7.4% 39.3% 14.6% 14.6% 9.7% 9.9%
Fixed Income Pool 0.1% 1.4% 2.2% 5.0% 3.3% 2.9% 3.4%
Barclays Capital Aggregate 0.7% 1.8% -0.3% 5.3% 3.0% 3.3% 3.4%
Enhanced Cash Pool -0.2% 0.0% 1.2% 2.0% 2.3% 1.8% 1.8%
Money Market Pool 0.0% 0.0% 0.1% 1.2% 0.9% 0.7% 0.6%
U.S. T-Bills 0.0% 0.0% 0.1% 1.4% 1.2% 0.9% 0.7%
Community First Pool** 0.0% 0.1% 0.4% 1.4% N/A 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
MCF has updated its Privacy Policy and Terms of Service. The complete text of each can be found at
Privacy Policy and Terms of Service