News

October 18th, 2021

2021 3rdQTR Impact Dashboard: $1,775,362 in 502 Grants, with Current Assets of $26.9 Million Thanks to the Generosity of $2,337,703 Donated to date by 329 Donors in 542 Gifts

Grants

Grant History for 2020 and Inception (2000) to 2020

2021 Grants & Programs thru 3Q21

2021 Grants: January 1 – June 30, 2021

$1,775,362 in 502 grants

Arts & Culture: 119 grants for a total of $458,822

Community Building: 123 grants for a total of $387,144

Education: 63 grants for a total of $239,208

Environment/Sustainability: 24 grants for a total of $88,927

Health & Human Services: 173 grants for a total of $601,261

 

Investment Return YTD 3Q21 (September 30, 2021)

Plan D (65%/35% ESG/SRI) = 8.5%

Plan A (65%/35%) = 6.75%

Plan B (80%/20%) = 8.59%

Plan C (40%/60%) = 3.41%

3Q21 Investment Performance

 

Assets

$26.9 million

65% endowed ($17.6 million) and 35% expendable ($9.3 million)

Holdings: 86% invested ($23 million) and 14% held in cash equivalents ($3.9 million)

 

2020 Program & Administration Expense Allocations

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