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
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%
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