News

January 20th, 2023

2022 4thQTR Impact Dashboard: $2,686,092 in 713 Grants to 263 Organizations, with Current Assets of $23.6 Million Thanks to the Generosity of $2.7 million Donated by 471 Donors in 781 Gifts

2022 Grants: January 1 – December 31, 2022

$2,686,092 in 713 Grants to 263 organizations

Arts & Culture: $534,323 in 149 grants

Community Building: $778,864 in 185 grants

Education: $210,414 in 75 grants

Environment/Sustainability: $135,558 in 43 grants

Health & Human Services: $1,026,933 in 261 grants

 

Investment Return for 2022 (December 31, 2022):

Plan A (65%/35%) = -15.77%

Plan D (65%/35% ESG/SRI) = -15.00%

4Q22 Investment Performance

Assets: $23.4 million in 155 funds

Holdings: 84% invested ($19.7 million) and 16% held in cash equivalents ($3.7 million)

Time Horizon: 65% endowed ($15.1 million) and 35% expendable ($8.3 million)