chapter-5Financial Highlights
July 1, 2008 through June 30, 2009

Grants Approved

  • Environment Grants
    $8,688,000
  • Community Revitalization Grants
    7,722,000
  • Effective Citizenry Grants
    6,815,000
  • Arts Grants
    4,407,625
  • Nonprofit Sector Grants
    3,169,156
  • Andrus Family Fund Grants
    6,543,750
  • Miscellaneous and Other Grants
    573,758
  • Total Grants Authorized - July 2008 to June 2009
    $37,919,289
  • Support for the Julia Dyckman Andrus Memorial, Yonkers, New York
    $1,020,927
  • Returned Funds
    (160,097)
  • Total Grants
    $38,780,119
  • Memberships
    113,779
  • GRAND TOTAL
    $38,893,898

Expenses

  • Operating and Administrative Expenses
    $6,569,469

Endowment Assets

  • U.S. Equity
    $69,072,613
  • International/Global Markets
    161,244,573
  • Fixed Income
    69,803,956
  • Inflation Hedge
    86,711,040
  • Absolute Return and Hedge Funds
    200,884,731
  • Private Equity/Venture Capital
    99,931,713
  • ENDOWMENT - Market Value at June 30, 2009
    $687,648,626
Download Surdna's 2009 audited financial statements (PDF, 193KB, 62 pages)
  • Absolute Return & Hedge Funds - 29%
  • International/Global Markets - 23%
  • Private Equity/Venture Capital - 15%
  • Inflation Hedge - 13%
  • U.S. Equity - 10%
  • Fixed Income - 10%