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January 23rd, 2020

2019 4thQTR Impact Dashboard: $2,075,104 in 485 Grants to 219 Organizations, Current Assets of $22.4 Million Thanks to the Generosity of $4.4 million Donated by 550 Donors in 875 Gifts

4Q19 Highlights

2019 Grantees & Programs

Grant History for 2019 and Inception (2000) to 2019

 

2019 Grants: January 1 – December 31, 2019

$2,075,104 in 485 grants to 219 agencies

Arts & Culture: 125 grants for a total of $384,959

Community Building: 114 grants for a total of $586,416

Education: 48 grants for a total of $122,931

Environment/Sustainability: 28 grants for a total of $303,123

Health & Human Services: 170 grants for a total of $677,675

 

Investment Return for 2019 (December 31, 2019):

Plan A (65%/35%) = 19.6%    Plan B (80%/20%) = 23.8%    Plan C (40%/60%) = 15.5%

Plan D (65%/35% ESG/SRI) = 20.6%

4Q19 Investment Performance

 

2019 Program & Administration Expense Allocations

PROGRAMS & SERVICES = 85% = $525,939
ADMINISTRATION & DEVELOPMENT = 15% = $92,813

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