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April 26th, 2021

2021 1stQTR Impact Dashboard: $747,224 in 144 Grants, with Current Assets of $25.8 Million Thanks to the Generosity of $800,000 Donated to date by 105 Donors in 167 Gifts

Grant History for 2020 and Inception (2000) to 2020

2021 Grants & Programs thru 1Q21

2020 Grants: January 1 – March 31, 2021

$747,224 in 144 grants

Arts & Culture: 32 grants for a total of $114,246

Community Building: 33 grants for a total of $184,993

Education: 16 grants for a total of $104,174

Environment/Sustainability: 5 grants for a total of $36,250

Health & Human Services: 58 grants for a total of $307,561

 

Investment Return for 1Q21 (March 31, 2021):

Plan A (65%/35%) = 2.75%    Plan B (80%/20%) = 3.94%    Plan C (40%/60%) = 0.09%

Plan D (65%/35% ESG/SRI) = 3.8%

1Q21 Investment Performance

Assets: $25.8 million

65% endowed ($16.8 million) and 35% expendable ($9 million),

Holdings: 86% invested ($22.3 million) and 14% held in cash equivalents ($3.5 million)

 

2020 Program & Administration Expense Allocations

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

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