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John Sese

he/him

Director of Finance

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Total Asset Trends Total Grants & Payout % Investment Pool Rate of Return Donor-Advised Funds Payout Rate BIPOC Grants
TOTAL ASSET TRENDS $0 $20M $40M $60M 2019 2020 2021 2022 2023 $33,223,644 $35,934,153 $51,296,105 $55,431,105 $55,990,266
Grant payout % from all funds Total Grant amount (no interfund) 2019 2020 2021 2022 2023 TOTAL GRANTS & PAYOUT % $0 0 5% 10% 15% 15% $1M $2M $3M $4M $5M $6M $7M $8M $9M $10M 30% 25% $8,990,336 $4,914,062 $2,769,251 $2,585,641.52 $8,638,594.42 27% 14% 5% 5% 15%
INVESTMENT POOL RATE OF RETURN -10% -15% -5% 0% 5% 10% 15% 20% 25% 2019 2020 2021 2022 2023 10-year average rate of return Rate of Return (gross) 19.74% 13.26% 13.22% -8.67% 11.37% 8.76% 9.17% 7.17% 7.78% 9.80%
DONOR-ADVISED FUNDS PAYOUT RATE 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 2019 2020 2021 2022 2023 39% 11% 8% DAF 3-year average payout rate DAF payout rate 11% 20% 19% 19% 10% 13% 20%
BLACK, INDIGENOUS, PEOPLE OF COLOR GRANTS TOTAL $0 $500K $1M $1.5M $2M 2021 $54,944 2022 $370,177 2023 $1,846,201

Grow Your Impact

10-Year Rate of Return

The Foundation’s investment goal is to earn, through a combination of appreciation and income, an annual return net of fees of at least 6 – 8%. Our average rate of return since 2014 is 7.17%.

Year Rate of Return (Gross)
2023 11.37%
2022 -8.67%
2021 13.22%
2020 13.26%
2019 19.74%
2018 -4.36%
2017 13.65%
2016 7.75%
2015 0.03%
2014 5.70%

Finance Committee

Our Finance Committee includes local experts who establish and oversee the financial integrity of the foundation. They ensure that our budget includes funding for nonprofit support and for the board’s priorities of racial and social justice. They adopt policies for strong financial oversight and lead the foundation’s annual audit and tax filing.

Anthony Truong

2025

Community Roots Housing – Financial Controller

Anthony Truong

2025

Community Roots Housing – Financial Controller

Phil Knudson

2025

Moss Adams – Tax Partner

Phil Knudson

2025

Moss Adams – Tax Partner

Racquel Folchi

Racquel Folchi

2025

Mountain Pacific Bank – SVP & Chief Financial Officer

Racquel Folchi

Racquel Folchi

2025

Mountain Pacific Bank – SVP & Chief Financial Officer

Kristi Henderson

Kristi Henderson

2025

Bauer Evans, Inc., PS (Madrona Financial & CPAs) - Partner

Kristi Henderson

Kristi Henderson

2025

Bauer Evans, Inc., PS (Madrona Financial & CPAs) - Partner

Kristin Garcia

Kristin Garcia

Board Treasurer, 2021-2026

City of Arlington Chief Financial Officer

Kristin Garcia

Kristin Garcia

Board Treasurer, 2021-2026

City of Arlington Chief Financial Officer

_0000s_0004_Jonathan_YepezCarino

Jonnathan Yepez Carino

2025-2028

Pacific Premier Bank VP/Sr Branch Manager

_0000s_0004_Jonathan_YepezCarino

Jonnathan Yepez Carino

2025-2028

Pacific Premier Bank VP/Sr Branch Manager

Documents

2021 990

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2022 990

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2023 990

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2021 Audited Financial Statements

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2022 Audited Financial Statements

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2023 Audited Financial Statements

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