1. 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