Financial Information

2019 Charitable Expenditures

Eighty percent of the 2019 Charitable Expenditures were allocated to grants while the remaining 20 percent went to charitable expenses.

Asset Allocation as of December 31, 2019

The Asset allocation as of December 31, 2019 was as follows:  27 percent was in US Equity, 25 percent was in Global Ex US Equity, 16 percent was in Alternative Marketable Equity, 11 percent was in Private Equity or Venture Capital, 9 percent was in Bonds and Cash, 7 percent in Emerging Market Equity, and 5 percent was in Private Real Assets.

Total Assets Since Inception

Total Assets Since Inception

Investment Returns (net of fees) as of December 31, 2019

Annualized Trailing Return (%)

Fund1 Year3 Years5 Years10 YearsSince Inception
JSF Total Assets17.688.786.237.289.62
Policy Index20.168.886.166.707.62
MSCI AC World Index26.6012.448.418.796.83
S&P 500 Index31.4915.2711.7013.569.14
Blbg Barc U.S. Aggregate8.724.033.053.755.26
BOA 91 Day Treasury Index2.261.651.060.552.21
Consumer Price Index2.282.101.821.752.12