News

September 14th, 2021

2021 2ndQTR Impact Dashboard: $1,691,552 in 444 Grants, with Current Assets of $26.3 Million Thanks to the Generosity of $1,402,408 Donated to date by 246 Donors in 395 Gifts

Grant History for 2020 and Inception (2000) to 2020

2021 Grants & Programs thru 2Q21

2020 Grants: January 1 – June 30, 2021

$1,691,552 in 444 grants

Arts & Culture: 101 grants for a total of $443,351

Community Building: 106 grants for a total of $363,594

Education: 56 grants for a total of $224,719

Environment/Sustainability: 23 grants for a total of $88,627

Health & Human Services: 158 grants for a total of $571,261

 

Investment Return for 2Q21 (June 30, 2021):

Plan A (65%/35%) = 4.94%

Plan B (80%/20%) = 5.73%

Plan C (40%/60%) = 3.82%

Plan D (65%/35% ESG/SRI) = 5.1%

2Q21 Investment Performance

Assets: $26.3 million

66% endowed ($17.4 million) and 34% expendable ($8.9 million)

Holdings: 86% invested ($22.6 million) and 14% held in cash equivalents ($3.7 million)

 

2020 Program & Administration Expense Allocations

PROGRAMS & SERVICES = 84% = $537,505
ADMINISTRATION & DEVELOPMENT = 16% = $104,170