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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 October 31, 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 5.2% -5.1% -17.5% 4.2% 4.1% 6.3% 7.0%
70% MSCI ACWI/30% HFRI Fund of Funds* 4.5% -5.3% -16.0% 4.9% 4.8% 6.1% 6.8%
Future First Pool 5.8% -8.7% -23.1% 5.2% 6.1% 8.6% 11.1%
MSCI AC World Index 6.0% -7.6% 4.8% 5.2% 7.2% 8.0% 7.7%
Fixed Income Pool -0.8% -7.8% -14.9% -3.1% -0.4% 0.7% 0.7%
Bloomberg U.S. Aggregate Index -1.3% -8.2% -15.7% -3.8% -0.5% 0.4% 0.7%
Enhanced Cash Pool -0.2% 0.4% -1.3% 0.6% 1.2% 1.6% 1.4%
Money Market Pool 0.2% 0.5% 0.7% 0.5% 1.0% 0.9% 0.7%
U.S. T-Bills 0.2% 0.6% 0.8% 0.6% 1.2% 1.0% 0.7%
Community First Pool** 0.0% 0.1% 0.4% 0.6% 1.1% 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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