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 January 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 | -0.4% | 11.5% | 9.8% | 4.4% | 7.8% | 7.6% | 7.0% |
70% MSCI ACWI/30% HFRI Fund of Funds* | 0.6% | 12.2% | 11.9% | 5.3% | 8.7% | 8.2% | 7.0% |
Fixed Income Pool | -0.6% | 7.9% | 1.7% | -3.0% | 1.0% | 1.4% | 1.6% |
Blmbg. U.S. Aggregate Index | -0.4% | 7.0% | 2.1% | -3.3% | 0.6% | 1.2% | 1.4% |
FutureFirst Pool | 0.4% | 17.5% | 15.3% | 5.6% | 10.9% | 10.7% | 10.9% |
MSCI AC World Index (Net) | 0.6% | 15.1% | 14.7% | 6.1% | 10.2% | 9.7% | 8.4% |
Enhanced Cash Pool | 0.6% | 1.5% | 6.2% | 2.1% | 2.3% | 2.2% | 2.0% |
Money Market Pool | 0.5% | 1.3% | 5.0% | 2.2% | 1.8% | 1.7% | 1.2% |
90 Day U.S. Treasury Bill | 0.4% | 1.3% | 5.1% | 2.3% | 1.9% | 1.8% | 1.3% |
MCF Community First Pool** | 0.2% | 0.5% | 2.1% | 1.1% | 1.2% | 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.