Quarterly Business Dashboard (Sample) US Bank Trust Portfolio

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Presentation transcript:

Quarterly Business Dashboard (Sample) US Bank Trust Portfolio For The Saint Paul Foundation, Minnesota Community Foundation, F.R. Bigelow Foundation and Mardag Foundation ASSETS INVESTMENT RETURNS TSPF MCF Actual Actual Less Primary Benchmark Primary Benchmark: Inflation + Spending Rate Community Foundations 10 Years 5 Years 1 Year Last Quarter US Bank Trust Portfolio ($260M) 6.6% 1.6% 12.3% 2.4% $880M 6.3 % (1.0%) (5.4%) 5.2% 1.0% $935M CIG ($457M) 7.3% 1.6% 12.4% 2.6% Private Foundation Clients (0.6%) (5.8%) 5.0% 1.1% $173M 7.5% GRANTS Q1 Q2 Q3 Q4 $186M Board-Directed Grants Approved: Community Foundations CONTRIBUTIONS Q1 Q2 Q3 Q4 $9.3M $7.1M Total Contributions Board-Directed Grants Approved: Private Foundation Clients $61.7M $8.6M $68.1M $8.0M Number of Contributions Processed Donor Advised Funds & Other Grants Approved $59.6M 5,405 $75.4M 5,861 Bequest Expectancies Written Est. Value Number of Grants Approved $16.3M 19 7,863 $58.4M 35 7,709