News

January 18th, 2024

2023 4thQTR Impact Dashboard: $2,538,663 in 718 Grants with Current Assets of $26.4 Million Thanks to the Generosity of $3.1 million Donated by 438 Donors in 800 Gifts

2023 Grants: January 1 – December 31, 2023

2023 Grants & Programs thru 4Q23

$2,538,663 in 718 Grants

Arts & Culture: $405,073 in 146 grants

Community Building: $792,126 in 169 grants

Education: $194,688 in 62 grants

Environment/Sustainability: $149,353 in 48 grants

Health & Human Services: $997,423 in 293 grants

 

Investment Return for 2023 (December 31, 2023)

Plan A (65%/35%) = 14.80%

Plan D (65%/35% ESG/SRI) = 13.3%

4Q23 Investment Performance

Assets: $26,375,770 in 160 funds

Time Horizon: 67.7% endowed ($17,838,654) and 32.3% expendable ($8,537,116)