News

January 21st, 2021

2020 4thQTR Impact Dashboard: $2,320,585 in 572 Grants to 229 Organizations, with Current Assets of $25 Million Thanks to the Generosity of $3 million Donated by 863 Donors in 1,392 Gifts

2020 Grantees & Programs

Grant History for 2020 and Inception (2000) to 2020

 

2020 Grants: January 1 – December 31, 2020

$2,320,585 in 572 grants to 229 agencies

Arts & Culture: 109 grants for a total of $325,970

Community Building: 158 grants for a total of $756,796

Education: 51 grants for a total of $128,756

Environment/Sustainability: 31 grants for a total of $82,461

Health & Human Services: 223 grants for a total of $1,026,632

 

Investment Return for 2020 (December 31, 2020):

Plan A (65%/35%) = 13.09%

Plan B (80%/20%) = 14.98%

Plan C (40%/60%) = 11.86%

Plan D (65%/35% ESG/SRI) = 17.9%

4Q20 Investment Performance

Assets: $25 million

Use Horizon: 65% endowed ($16 million) and 35% expendable ($9 million),

Holdings: 77% invested ($21.8 million) and 13% held in cash equivalents ($3.3 million)

 

2020 Program & Administration Expense Allocations

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