Financial Information

Eighty-four percent of the 2021 Charitable Expenditures were allocated to grants while the remaining 16 percent went to charitable expenses.

The asset allocation as of December 31, 2021 was as follows:  29 percent was in US Equity, 24 percent was in OCIO-Private Equity and Real Assets, 11 percent was in Bonds and Cash, 11 percent was in Total Flexible Capital, 11 percent was in Non US Developed Equity, 7 percent was in Emerging Market Equity and 7 percent was in Global Ex US Equity.

Investment Returns (net of fees) as of December 31, 2021

Annualized Trailing Return (%)

Fund1 Year3 Years5 Years10 YearsSince Inception
JSF Total Assets18.416.911.89.210.2
Policy Index16.517.912.08.88.4
MSCI AC World Index18.520.414.411.97.6
S&P 500 Index28.726.118.516.610.2
Blbg Barc U.S. Aggregate-
BOA 91 Day Treasury Index0.
Consumer Price Index7.