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 December 31, 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 2.6% 2.2% 14.8% 16.0% 11.4% 9.1% 10.1%
70% MSCI ACWI/30% HFRI Fund of Funds* 3.0% 4.9% 14.9% 16.9% 11.9% 9.0% 9.7%
Future First Pool 3.9% 6.3% 19.9% 22.7% 16.5% 13.6% 15.0%
MSCI AC World Index 4.0% 6.7% 18.5% 20.4% 14.% 10.9% 11.9%
Fixed Income Pool -0.2% -0.2% -2.2% 4.7% 3.7% 2.9% 3.1%
Barclays Capital Aggregate -0.3% 0.0% -1.5% 4.8% 3.6% 3.0% 2.9%
Enhanced Cash Pool 0.1% -0.4% 0.0% 1.8% 1.9% 1.9% 1.9%
Money Market Pool 0.0% 0.0% 0.0% 0.9% 1.0% 0.8% 0.6%
U.S. T-Bills 0.0% 0.0% 0.0% 1.0% 1.2% 0.9% 0.7%
Community First Pool** 0.0% 0.1% 0.2% 1.1% 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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