A volunteer working at the Community Gardens at The Family Center.
Finance Update The Foundation’s pooled composite returns vs. the benchmark* as of June 30, 2021 were as follows: •
For the 1-year period, the Total Return was +32.3% vs. +27.9%.
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For the 3-year period, the Total Return was +11.0% vs. +11.2%.
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For the 5-year period, the Total Return was +11.4% vs. +10.7%, and the Foundation’s Hurdle ROR** of 8.1%.
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For the 10-year period, the Total Return was +7.8% vs. +7.4%, and versus the Foundation’s Hurdle ROR of 7.4%.
New Funds of the Foundation These funds were established by generous philanthropists and organizations in the community since March. •
Evelyn Hamilton Unrestricted Fund
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Dick Larick Memorial Scholarship
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Findlay First Edition Alumni Scholarship
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Jan Ladd-Roeder Foundation Fund
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Lincoln Elementary School Memorial Scholarship
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Younger Family Clubhouse Reading Center Fund
Upcoming Events Investment Briefing Wednesday, November 10 at 8 a.m. Handbags That Help Grant Update Meeting Wednesday, December 8 9:30 a.m. and 5:30 p.m.
Design AR Marketing Printing Millstream Kennedy Writing Genna Freed * Target Weighted Benchmark is currently comprised of: 4.0% Thomson One Distressed Index, 2.0% Thomson One Mezzanine Index, 40.0% Russell 3000 Index, 20.5% MSCI AC World Index ex-U.S., 16.5% Bloomberg Barclays US Aggregate Index, 12.0% HFRI Fund of Funds Index, and 5.0% Bloomberg Barclays IG CMBS Index. ** Foundation Hurdle Rate of Return (ROR) = 4.5% Spending + 1.0% Admin. Fees + CPI (5yr = 2% and 10yr = 1.8%). For funds with alternative spending rates, ROR is calculated as “Spending Rate + Admin. Fee + CPI”.
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