News

October 24th, 2019

2019 3rdQTR Impact: $1.5 Million in 338 Grants, Current Assets of $21.1 Million Thanks to the Generosity of $3.4 Million Donated by 338 Donors in 511 Gifts

2019 Grants & Programs thru 3Q19

Grant History for 2019 and Inception (2000) to 2018

 

2019 Grants: January 1 – September 30, 2019 $1,536,800 in 338 grants

 Arts & Culture: 96 grants for a total of $356,172

 Community Building: 70 grants for a total of $341,473

 Education: 39 grants for a total of $119,728

 Environment/Sustainability: 17 grants for a total of $264,350

 Health & Human Services: 118 grants for a total of $455,077

 

Investment Return for 2019 (YTD September 30, 2019):

Vanguard

Plan A (65%/35%) = 13.16%

Plan B (80%/20%) = 15.68%

Plan C (40%/60%) = 11.66%

 

Brown Advisory

Plan D (65%/35% ESG/SRI) = 14.8%

 

3Q19 Investment Performance