Total Assets

$3.1 billion

Total Numbers of Individuals and Families

520+

Total Number of Funds

800+

Total Gifts made by new and Existing Donors

~$590 million

Total Grant Making (Regional, National, International)

~$190 Million

Total Cumulative MCF Grants

$2.1 billion


Performance

Performance of investment pools through June 30, 2022 (net of investment fees, with benchmarks provided for comparisons):

1 Month Quarter 1 Year 3 Years 5 Years 7 Years 10 Year
Equity Pool -6.3% -12.1% -15.5% 4.8% 5.4% 5.9% 7.5%
70% MSCI ACWI/30% HFRI Fund of Funds* -6.3% -12.2% -12.7% 5.7% 6.1% 5.8% 7.3%
Future First Pool -8.3% -16.7% -17.6% 7.1% 8.0% 9.3% 11.7%
MSCI AC World Index -8.4% -15.7% -15.8% 6.2% 7.0% 7.0% 8.8%
Fixed Income Pool -2.1% -5.1% -10.0% -0.6% 1.0% 1.5% 1.6%
Barclays Capital Aggregate -1.8% -4.7% -10.3% -0.9% 0.9% 1.4% 1.5%
Enhanced Cash Pool -0.4% -0.5% -1.7% 0.8% 1.3% 1.5% 1.5%
Money Market Pool 0.1% 0.1% 0.1% 0.5% 1.0% 0.8% 0.6%
U.S. T-Bills 0.0% 0.1% 0.0% 0.6% 1.1% 0.9% 0.6%
Community First Pool** 0.0% 0.1% 0.3% 0.8% 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
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