Total Assets

$3.7 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 September 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 -2.0% -0.1% 31.1% 10.7% 11.7% 9.1% 10.5%
70% MSCI ACWI/30% HFRI Fund of Funds* -2.8% -0.5% 23.5% 10.9% 11.1% 8.3% 9.7%
Future First Pool -4.2% -0.3% 31.9% 15.6% 15.6% 13.8% 15.3%
MSCI AC World Index -4.1% -1.1% 27.4% 12.6% 13.2% 9.9% 11.9%
Fixed Income Pool -1.0% -0.2% 0.1% 4.9% 3.1% 3.0% 3.3%
Barclays Capital Aggregate -0.9% 0.1% -0.9% 5.4% 2.9% 3.3% 3.0%
Enhanced Cash Pool 0.1% 0.1% 0.7% 1.8% 2.1% 1.9% 1.9%
Money Market Pool 0.0% 0.0% 0.0% 1.0% 1.0% 0.8% 0.6%
U.S. T-Bills 0.0% 0.0% 0.1% 1.2% 1.2% 0.9% 0.7%
Community First Pool** 0.0% 0.1% 0.2% 1.2% 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