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HomeMy WebLinkAboutAgenda Packet - LB - 2019.03.19� CITY rycl��i ius� I RPORATED � City of Burlingame Meeting Agenda - Final Library Board of Trustees BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Tuesday, March 19, 2019 5:30 PM Library Conference Room 1. CALL TO ORDER 2. ROLL CALL 3. APPROVAL OF MINUTES a. Approval of Trustee Meeting Minutes for February Attachments: Meeting Minutes 4. FROM THE FLOOR (PUBLIC COMMENTS) Members of the public may speak about any item not on the agenda. Members of the public wishing to suggest an item for a future Library Board of Trustee agenda may do so during the public comment period. The Ralph M. Brown Act (the State local agency open meeting law) prohibits the Library Board of Trustees from acting on any matter that is not on the agenda. 5. CORRESPONDENCE AND INFORMATION a. February 2019 Statistics Attachments: Statistics 6. REPORTS a. City Librarian's Report Attachments: Report b. Foundation Report C. Speaker's Series d. Trustee Account Balance and Detailed Spending Re Attachments: Report 7. UNFINISHED BUSINESS a. Silicon Valley Community Foundation - Conference Call Attachments: Report City of Burlingame Page 1 Printed on 6/6/2019 Library Board of Trustees Meeting Agenda - Final March 19, 2019 b. Fika Cafe Coupon Request for Additional Funds C. Trustee Use of City E-Mail Attachments: Instructions 8. NEW BUSINESS a. New Building Security - Card Reader Installation b. Lane Room Upgrade - D-Tech Interns 9. ANNOUNCEMENTS 10. ACTION ITEMS 11. ADJOURNMENT Any writings or documents provided to a majority of the Library Board of Trustees regarding any item on this agenda will be made available for public inspection at the Reference Desk of the Burlingame Public Library, 480 Primrose Road, Burlingame, California. City of Burlingame Page 2 Printed on 6/6/2019 K� CITY � �Ya 11 ysiN' I I �c �� 9 OgPORATED City of Burlingame Staff Report File Number: 19-0224 File Type: Discussion Item Version: 1 Agenda Date: 3/19/2019 To: Library Board of Trustees From: Title: Approval of Trustee Meeting Minutes for February BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Status: Agenda Ready Agenda Number: a. City of Burlingame Page 1 Printed on 6/6/2019 Burlingame Library Board of Trustees Minutes February 19, 2019 Roll Call Trustees Present: Andy Blanco, Randi Murray, Mike Nagler, Lisa Rosenthal Trustee Absent: Kerbey Altmann Staff Present: Sidney Poland, Recorder Brad McCulley, City Librarian Patti Flynn II. Library Board of Trustees Minutes The Trustees unanimously approved the minutes of the January 15, 2019 Trustee Board meeting. III. From the Floor (Public Comments) There were not any representatives from the public who attended the Trustee meeting. IV. Statistics - Patti Flynn Patti explained to the Trustees that the graphs for the last six months were incorrect due to the under reporting of the auto renewal system. • Auto renewals have not been included since April of 2018. • In the past auto renewals occurred the day before the actual due date; currently auto renewals will be updated on the actual due date. • Most books can be renewed 5 times unless the item has been put on hold. • The Trustees were provided with new graphs for December 2018 and January 2019 Trailing 12 Months Chart for BPL Circulation and Study Room Usage which included updates for auto and app renewals. Program reporting for Adults and Children will be given in number format rather than a graph. V. Reports A. City Librarian's Report • The current Posting and Distribution of Materials Policy adopted in January 2001 will be updated this year. • Due to recent security concerns, key card readers will be added to the Administration and Technical Services areas on the upper level. B. Foundation Report The budget request from the City Librarian was presented to the Foundation in the amount of $131,670 for approval. C. Speaker's Series - No Update D. Trustee Account - Trustees reviewed the expenditures for the fiscal year 2018-2019. VI. Unfinished Business A. Book Store Discussion - No Update B. Silicon Valley Foundation The Trustee are planning to set up a conference call for the March meeting with Bert Feuss, Senior Vice President of Investments, to discuss the Rodger and Jean Hunt Duncan and the Julia M. Farrell Memorial Fund. C. Staff Fika Cafe Coupon The Trustees are providing each staff member with 2 $5.00 coupons to be used at the Fika Cafe. VII. New Business A. New Building Security Issues • Card readers at the doors to Administration and Technical Services will be installed in the next few weeks. • Employee entrance door will not be answered after 6:OOpm. Front entrance will have to be used. • Employee entrance will only be propped open for book delivery or if absolutely necessary. Staff will monitor entrance if there is an early meeting for city departments. B. Draft Board of Trustee Budget Request 2019.2020 At the request of Trustee Murray, Brad gave the Trustees his tentative budget for the fiscal year 2019-2020 which included the following items: • Wood blind replacement for all library windows • Children's Room - Computer and table upgrade • Professional Development Services • Lane Room Upgrade Project • BMI Advanced Star Digitization Final costs for these items are yet to be determined. C. Lane Room Upgrade This project is in the beginning stages. Managers are discussing ideas for new technical equipment, lighting, flooring, and hearing -impaired equipment. VIII. Adjournment The Meeting was adjourned at 7:OOpm. M/S/C) (Murray/Rosenthal) The next meeting of the Library Board of Trustees will be held on March 19, 2019 in the Upper Level Meeting Room at 5:30pm. Respectfully Submitted Brad McCulley City Librarian City of Burlingame 2 K� CITY � �Ya 11 ysiN' I I �c �� 9 OgPORATED File Type: Discussion Item City of Burlingame Agenda Date: 3/19/2019 To: Library Board of Trustees From: Title: February 2019 Statistics Staff Report File Number: 19-0225 BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Version: 1 Status: Agenda Ready Agenda Number: a. City of Burlingame Page 1 Printed on 6/6/2019 12.200 12.000 1 1.800 BPL Circulation and Study Room Usage February 2019 - including Auto -Renewals & App Renewals —Main Circ — Easton Circ —E-media Circ —Study Room Usage —Tech Lab Usage 1.600 1.400 Easton open 1.200 longer hours during Main renovation 11.000 10.800 10.400 10.200 Main renovation E-media 4,720 Tech Lab 421 study Rooms 394 Easton 7,212 Main 51,292 Feb Feb Feb Feb Feb Feb 2014 2015 2016 2017 2018 2019 BPL Circulation and Study Room Usage - Trailing 12 Months February 2019 - including Auto -Renewals & App Renewals Main Circ —Easton Circ —E-media Circ —Study Room Usage —Tech Lab Usage 1 1.300 1 1.200 1 1.100 1 1.000 E-media I Tech Lab Study I Rooms Main I Easton 0.900 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 2019 2019 Library Programs February 2019 Adult Programs 23 543 programs patrons Children's, Teen, and Easton Programs 61 3,432 programs patrons Highlights STEAMFest 944 patrons Lunar New Year 400 Celebration patrons Svetlana Chmakova author event at Easton 105 (Comic Arts) patrons Dentist Puppet Show 101 patrons *Elaine Tai began distributing copies of "March" and building interest in the Book To Action program that runs March -June and takes a One Book, One Community approach to develop civic engagement. K� CITY � �Ya 11 ysi�l II 2 �� 9 OgPORATED File Type: Discussion Item City of Burlingame Agenda Date: 3/19/2019 To: Library Board of Trustees From: Title: City Librarian's Report Staff Report File Number: 19-0226 BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Version: 1 Status: Agenda Ready Agenda Number: a. City of Burlingame Page 1 Printed on 6/6/2019 City Librarian Report to Board of Trustees March 19, 2018 0 BURL i NOAMI Personnel Updates: Comings and Goings o Welcome new on -call Librarians Kira Painchaud from the new Half Moon Bay Library and Wan Fwu from Foster City Public Library. Wan also manages the San Mateo County Libraries bookmobile. Recruitments o Library Admin will be recruiting for 20-hour Volunteer Coordinator in April 2019 General Updates: o Monthly Topic — postponed for March. Technical Services will begin in April. o Strategic Plan 2019/2020 — N/A o Passport Intake update — 2017: passports processed 773 // 2018: passports processed 1152 o Policy — • Library Security Camera policy -- pending • Community Board Posting policy -- pending o Training — • Edelweiss training will commence end of March/beginning of April. We are waiting on all of our data to be sorted and approved by the vendor. o Significant Upcoming Events — • Repair Caf6 — Saturday March 16T1i Book To Action: March! — "One Book One Community" event coming April I7th to the Fox Theater in RWC which coincides with a grant from Center for the Book by Elaine Tai. PLS/PLP library Friends, Foundations, Boards, and Commissions Meet and Greet on Saturday, May 18 from 10:30 am — 1 pm at the Redwood Shores Branch Librarg. Senator Jerry Hill will be keynote speaker. o Facilities update — • Key -card readers have been added to the doors entering the staff areas by Administration and into Tech Services. The Employee entrance will no longer be opened for deliveries etc... after 6pm unless the person is recognized. o Foundation report — • Final Library Support Request approved in the amount of 136,670 • Board voted not to do pop-up book sales at Library events • One vacancy on board o PLS/PLP — Peninsula Library System may be experiencing some notable changes in the coming year with the Community Colleges migrating to a central statewide ILS. At this moment they want to remain full PLS members but we don't know what that will look like in the future. K� CITY � �Ya 11 ysiN' I I �c �� 9 OgPORATED City of Burlingame Staff Report File Number: 19-0229 File Type: Discussion Item Version: 1 BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Status: Agenda Ready Agenda Date: 3/19/2019 Agenda Number: d. To: Library Board of Trustees From: Title: Trustee Account Balance and Detailed Spending Report City of Burlingame Page 1 Printed on 6/6/2019 Board of Trustee Budget Request 2019/2020 Item(s) Dept/location Funds Requested Priority $28k total Tech lab - $3778 Wood blind replacement Library Media - $4106 Reading room $3476 Low child #2 $4683 Child #1 $5610 UL $6058 Children Room computer/table Children TBD Low upgrade- Reduction of computer area with round study tables added Professional Development services Library $1000 - $1,500 High (PDD & Equity Committee) Library TBD Low Lane Room Upgrade Project LIBRARY TRUSTEES ACCOUNT DETAIL FISCAL 2018-2019 1/31/2019 Account No Name 7/ 1/ 18 Balance 5320 Copier Fund $ 12,145.15 $ 5330 General Donations $ 1,388.42 $ 5340 Duncan Collections $ 50,522.54 5350 Education and Appreciation $ 2,413.82 5360 Farrel (Julia) Book Fund $ 9,056.78 5390 Willert (Wayne) Fund $ 5,777.47 Total $ 81,304.18 $ CITY OF BURLINGAME OTHER LOCAL GRANTS & DONATIONS FISCAL YEAR 2018-19 AS OF IANUARY 2019 YTD YTD 1/31/2019 Revenue Expenses Balance Expense Detail 1,536.00 $ 1,226,17 $ 12,454.98 $1034.13 Copier and Lease expenses 200.00 $ 1,588.42 $ 1,183,92 $ 49,338,62 $1183.92 Sound for Speaker Series- Gavin Janes $ 200.00 $ 2,213.82 $200.00 Volunteer $5 Starucks gift cards $ 9,056.78 $ 5,777.47 $ - $4986.39 Shades for Reading Room $516,08 Gavin Jones Sound $275.00 Rota Rooter for Caf6 1,736.00 $ 8,387.56 $ 74,652.62 Updated: 31512.019 01/31/19 Balance YTD- YTD- Balance DEPT REV# EXPtt DESCRIPTION 7/1/2018 Revenues Expenditures 1/31/2019 LIBRARY 39525 69525 Library Trustee Account 81,304.18 $ 1,736.00 8,38756 74,652.62 K� CITY � �Ya 11 ysiN' I I �c �� 9 OgPORATED City of Burlingame Staff Report File Number: 19-0230 File Type: Discussion Item Version: 1 BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Status: Agenda Ready Agenda Date: 3/19/2019 Agenda Number: a. To: Library Board of Trustees From: Title: Silicon Valley Community Foundation - Conference Call City of Burlingame Page 1 Printed on 6/6/2019 Ik • • • •.i Burlingame Public Library: Refresher on Funds Linda Nguyen, Philanthropy Advisor Falah Madadha, Senior Investment Officer • .N W. Endowed Designated Funds "You can create a designated fund with Silicon Valley Community Foundation to help support your favorite charitable organization in perpetuity, or assist it over a set number of years. The designated charity can be any organization that meets the community foundation's grant eligibility requirements. When a grant is made, we monitor how the funds are used to ensure that it fulfills your charitable goals. With an endowed designated fund, you can be confident that your gift will provide a lasting legacy to sustain your favorite nonprofit. Should that organization cease to exist, the foundation has variance power to ensure that the funds will be redirected to an organization meeting your charitable intent so that your generosity will continue to make an impact, as you wished." C SILICON VALLEY community foundation Endowed Designated Funds Roger and Jean Hunt Duncan Fund Established in 1993 by Myra Hunt Duncan with a gift of $555,584 to provide additional income to the Burlingame Library as supplement to tax revenues from the City. Per the donor instructions, this fund shall payout income from the fund only atthe request of the library. The payouts must be to support the library but not to displace city funding. If city funding is being displaced by whatever the purpose of the payout is, the grant should not be made. No grants were made from the fund in 2017. The last grant of $100,000 was made in November2014. Approximate Fund Balance: $1,530,235 SILICON VALLEY community foundation Endowed Designated Funds Julia M. Farrell Memorial Fund Established in 1993 as a permanent endowment, net income is for the purchase of books which the Burlingame Public Library could not otherwise acquire out of its regular funds. Per the donor instructions, this fund shall payout income from the fund annually. No grants were recommended from the fund in 2017. The last grant of $263 was made to the Library in October 2016. Approximate Fund Balance: $6,035 SILICON VALLEY community foundation Endowed Designated Fund Fees • $1,000 minimum balance required for all designated funds • 0.5%charged on all balances, with a $250 minimum annual fee C SILICON VALLEY community foundation® Investment Pool • Both funds are invested 100% in the Endowment Pool • Permanently endowed funds remain in the Endowment Pool since this pool has the highest expected long-term return necessary to support a traditional 4.5-5% spending rate. • All pools benefit from purposeful asset allocation, diversification and best -in - class manager selection to achieve the highest returns within an acceptable level of risk. Investments are monitored regularly by SVCF's experienced investment committee, consultant and staff. SILICON VALLEY community foundation SILICON VALLEY community foundation Investment Philosophy Strong, consistent performance overtime Construct a strategic asset allocation that is expected to maximize return given a prudent level of risk `C SILICON VALLEY community foundation Diversify by asset class to maximize the likelihood of achieving return objectives under a variety of economic conditions Conduct rigorous initial and ongoing due diligence of investment managers, retaining only best - in -class institutional managers Avoid attempts to change strategy based on short- term market behavior or near - term outlook Board Members ThurmanV. White, Jr. (Chair) President and CEO Progress Investment Management Co. Dan'I Lewin (Board Chair) president and CEO Computer History Museum Nicole Taylor President and CEO Silicon Valley Community Foundation SILICON VALLEY® community foundation Investment Committee Committee Advisors ScottKupor ManagingPartner Andreessen Horowitz Gabe Santos Co-Founderand ManagingPartner Homestead Capital Alan Zafran Senior ManagingDirector& Portfolio Manager First Republic Bank Investment Consultant Colonial Consulting was retained by SVCF in 2007: • Primarily serves the endowment and foundation community • Advises on $35 billon for 136 clients • 100% employee owned - Founded in 1980 - Based in New York • 100% of revenues from consulting clients; no products or other services • Registered with the Securities Exchange Commission Mike Miller, CFA CIO, Managing Director Colonial Consulting SILICON VALLEY community foundation Masters in Statistics Columbia University il( $200 $180 $160 $140 $120 $100 $80 $60 $40 $20 $0 Assets Deployed by SVCF to Diverse Managers 2813 2014 2015 2016 2817 2818 Assets in Millions -0—Numberof Managers QC SILICON VALLEY® community foundation MANAGER ASSET CLASS 20 Altravue U.S. / Global Equities 18 Ariel U.S. Equities 16 Boston Common International Equities 14 Brightwood Private Credit 12 Garcia Hamilton Fixed Income Gobi Global Equities 10 Grain Capital Private Equity S Kabouter International Equities 6 Lizard International Equities 4 Precursor Private Equity 2 Sango Private Equity Standard General Hedge Fund Tybourne Hedge Fund Weathergage Private Equity Paul Velaski Chief Financial Officer 20+years in nonprofit management and accounting BS Accounting, University of North Dakota Arthur Andersen, First Bank System Inc. Arizona Community Foundation, Make -A -Wish Foundation, Special Olympics Bert Feuss SeniorVice President, Investments 30+years in investments and business administration `' MBA, Golden Gate University BS, University of California, Davis Falah Madadha Senior Investment Officer - . Individually Managed Fund program, donor services and advisor relationship management `M►�'' Cambridge Associates, Credit Suisse MBA, HEC Paris SILICON VALLEY community foundation Investment Team Catherine Dooling Investments Officer • Donor management and non-profit partners support • MBA, UC Berkeley Haas School of Business Ann Dam Administrative Assistant • Investment operations and record management • BA, University of California, Irvine 12 SILICON VALLEY community foundation® Endowment Pool Returns January31, 2019 Annualized 1 mon 3 mon YTD 1 yr 3 5 yr 7 yr 10yr Investment Pool Assets I/4 % % % {yr CIO % % % Endowment (3/31/82) $16698149112 4.8 1.3 4.8 -2.4 8.9 5.0 7.0 9.5 Endowmeot Policy Benchmark 6.5 2,2 6.5 -4. 0 10.4 62 7.4 10.0 t 80 Mi SCI A C W 120% Barclays Capital US Agg ' 5.5 2.2 6.5 -5.5 9.7 6.0 7.5 9.9 PJ Plus 5% 0.4 1.3 0.4 6.9 7.3 6.7 6.7 TO `SILICON VALLEY community foundation® 14 SVCF Returns Compared to Endowment& Foundation Universe Silicon Valley Community Foundation - Long Term Growth December 31, 2018 Performance Evaluation Benchmark Universe 60% MSCI ACW140% Barc Agg InvestorForce: All E&F Investor Force Endowment & Foundation Universe: Trailing Performance vs. Peers - All Participants - 12/31/2018 p E I 1 Year I 3 Years I 5 Years I 7 Years 10 Years 15th to 25th Percentile ❑25th to Median ❑Median to 75th Percentile 075th to 95th Percentile -�,InvestorForce: All E&F Median PLT Growth Pool *Target Benchmark CPI +5% 60% MSCI ACW/40% Barc Agg `C) SILICON VALLEY community foundationS SILICON VALLEY community foundation® Roger and Jean Hunt Duncan Fund $2.250.000 $2.000.000 $1,750.000 $1,500,000 $1,250,000 $1 .000.000 $750.000 $500,000 $250.000 Activity since 2008 2009 Balance Investment Support Fees Distributions En -ding Balance Activity C SILICON VALLEY® community foundation Roger and Jean Hunt Duncan Fund Investment Val uie-Add Analysis $1,600.000 $1,400,000 $1,200,000 $1.000.000 $800.000 $600.000 — Market Value Net Contributions SILICON VALLEY community foundation $1,494,267 $894.700 Questions? 0 U�% Roger and Jean Hunt Duncan Fund Fund 1012- Established 7/1/1993 OQC�'CONVALLEY munity foundation°' 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Cumulative Beginning Fund Balance $ 1,222,711 $ 812,795 $ 1,012,033 $ 1,149,859 $ 1,114,002 $ 1,243,454 $ 1,348,360 $ 1,297,510 $ 1,279,174 $ 1,348,731 $ 1,540,089 Contributions 0 0 0 0 0 0 0 0 0 0 0 0 Investment Activity (344,303) 203,518 142,946 (30,030) 135,323 211,459 55,994 (11,796) 75,962 198,511 (48,017) 589,567 Support Fee (5,613) (4,279) (5,120) (5,827) (5,871) (6,552) (6,844) (6,540) (6,405) (7,153) (7,805) (68,010) Distributions (60,000) 0 0 0 0 (100,000) (100,000) 0 0 0 0 (260,000) Ending Fund Balance $ 812,795 $ 1,012,033 $ 1,149,859 $ 1,114,002 $ 1,243,454 $ 1,348,360 $ 1,297,510 $ 1,279,174 $ 1,348,731 $ 1,540,089 $ 1,484,267 Net Investment Performance' 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Annualized Endowment Pool -29.3% 28.1% 8096 MSCI ACW/ 20% Barclays Capital U.S. Agg -29.1 % 24.0% ' Investment pool returns are net of investment management fees and expenses. Investment Value -Add Analysis 14.2% -3.3% 13.1% 17.3% 3.8% -0.8% 6.2% 18.0% -4.4% 4.6% 13.8% 0.1% 13.8% 17.5% 4.5% -1.6% 6.9% 19.6% -7.4% 4.5% $1, 600,000 $1,400,000 $1, 200,000 $1, 000,000 $800,000 $600,000 T 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 201 —Market Value Net Contributions 8 $2,250,000 $1,484,267 $2,000,000 $1,750,000 $1, 500,000 $1,250,000 $1,000,000 894,700 $750,000 $500,000 $250,000 $- Fund Activity 2008 Balance Investment Support Fees Distributions Ending Balance Activity {" SILICCtN VALLEY Endowment Pool (3/31/82) Endowment Policy Benchmark ,Endowment x/Prlvate Assets (12/31/07) i Endowment Policy Benchmark x/Private Assets 80 % MSCI ACW 120% Barclays Capital US Agg2 CPI Plus 5% U.S. Large/Mid Cap Equity (12/31/89) S&P 500 Russell Midcap HS Concentrated Quality Growth (9/30/17) Russell 1000 Growth HCIF Offshore LP (4/30/12) Russell2000 Growth Vanguard Index 500 (1/31/00) S&P 500 Iridian Private Business Value Equity (3/31/16) Russell Midcap Value U.S. Small Cap Equity (9/30/97) Russe112000 Ariel Small Cap Deep Value (1/31/14) Russell2000 Value SON Investors Offshore Ltd (11/30/17) Russell2500 Technology Non-U.S. Developed Equity (3/31/96) MSCI EAFE Artisan International Value (1/31/08) MSCI EAFE Value Vanguard Developed Markets (1/31/08) MSCI EAFE Lizard International (4/30/15) MSCI ACWI exUS Cevian Capital II (12/31A1) MSCI Europe Local Non-U.S. Emerging Equity (8/31/07) MSCI Emerging Markets Westwood Global (4/30/09) DFA Emerging Mkts (8/31/07) MSCI Emerging Markets Global Equity (1/31/17) MSCI AC World S&P 500 Gobi Investment Fund Ltd (1/31/17) MSCI World AltraVue I, LP (4/30/18) MSCI World Value Silicon Valley Community Foundation Endowment Pool Investment Performance Summary - Period Ending January 31, 2019 Net of Fees January 31, 2019 Annual Periods Assets % of Target/ 1 mon 3 mon CYTD 1 yr 3 yr 5 yr 7 yr 10 yr 2013 2014 2015 2016 2017 201 Market Value Pool Range (%) % % % % % % % % % % % % % % 166,814,112 100.0% 100.0%! 4.8 i.3 4.8 -2.4 8.9 5.0 7.0 9.5 6.5 2.2 6.5 -4.0 10.4 6.2 7.4 10.0 142,357,680 5.6 1.3 5.6 4.5 9.0 4.8 ml&7.0 9.5 6.5 2.4 6.5 -5.0 9.6 5.9 74 10.1 6.5 2.2 6.5 -5.5 9.7 6.0 75 9.9 0.4 1.3 0.4 6.9 7.3 6.7 6.7 70 26,460,146 15.9% 16.0% 10.4 3.1 10.4 0.6 14.9 9.8 13.4 15.5 13%-19% 8.0 0.3 8.0 -2.3 14.0 11.0 13.2 15.0 10.8 2.3 10.8 -2.9 13.3 8.9 12.2 16.1 7,805,488 4.7 % 7.9 2.0 7.9 -0.3 - - - - 9.0 0.7 9.0 0.2 16.6 13.0 14.6 16.9 9,278,029 5.6 % 14.0 7.0 14.0 12.3 15.2 12.5 - - 11.5 0.1 11.5 -2.6 15.6 7.8 11.9 15.7 6,842,534 4.1 % 8.0 0.3 8.0 -2.4 14.0 10.9 13.2 15.0 8.0 0.3 8.0 -2.3 14.0 11.0 13.2 15.0 2,534,095 1.5% 12.3 0.9 12.3 -18.1 - - - - 10.3 1.1 10.3 -5.4 11.7 79 11.7 15.4 7,974,783 4.8 % 5.0 % 8.7 -1.9 8.7 -1.3 14.9 2.9 7.7 10.5 3%-7% 11.3 -0.4 11.3 -3.5 14.7 73 11.0 14.5 2,976,055 1.8 % 12.3 -3.3 12.3 -13.1 9.4 -2.7 - - 10.9 -0.9 10.9 -4.5 13.8 6.6 10.2 13.3 4,998,729 3.0 % 6.7 -1.0 6.7 7.5 - - - - 14.3 78 14.3 11.6 23.9 13.5 14.6 19.9 24,123,283 14.5 % 14.0 % 5.4 0.0 5.4 -12.7 7.9 3.5 7.3 10.1 11%-17% 6.6 1.3 6.6 -12.5 7.7 2.7 5.9 8.1 9,186,500 5.5% 8.2 3.3 8.2 -11.6 8.1 4.0 8.9 12.1 6.7 0.9 6.7 -13.7 8.1 1.4 5.2 74 870,485 0.5 % 7.4 2.0 7.4 -12.4 8.1 3.3 6.3 8.5 6.6 1.3 6.6 -12.5 7.7 2.7 5.9 8.1 7,980,645 4.8% 1.8 0.1 1.8 -15.7 6.6 - - - 76 3.7 76 -12.6 9.6 3.1 5.0 8.4 6,085,654 3.6 % 5.8 -5.1 5.8 -10.8 10.0 4.2 6.9 - 5.6 -1.0 5.6 -6.6 73 5.7 8.4 9.1 9,875,148 5.9% 5.0% 6.7 6.5 6.7 -12.5 15.1 5.1 3.7 10.3 2%-8% 8.8 10.2 8.8 -14.2 14.9 4.8 2.9 9.7 6,967,508 4.2% 6.1 5.0 6.1 -12.2 15.5 4.9 4.1 - 2,907,640 1.7% 8.2 10.3 8.2 -13.1 14.3 4.9 3.0 9.8 8.8 10.2 8.8 -14.2 14.9 4.8 2.9 9.7 16,119,058 9.7 % 10.0 % 6.4 2.5 6.4 -3.4 - - - - 7%-13% 7.9 1.8 79 -7.5 11.6 6.7 8.7 11.3 8.0 0.3 8.0 -2.3 14.0 11.0 13.2 15.0 6,032,220 3.6% 8.3 4.0 8.3 -3.8 - - - - 78 0.7 78 -6.5 11.3 6.9 9.5 11.5 10,086,838 6.0% 5.2 1.8 5.2 - - - - - 72 0.4 72 -8.3 10.1 5.2 8.3 10.3 17.3 3.8 -0.8 6.2 15.6 -4.4 14.9 4.0 -1.3 9.5 18.0 -6.4 17.6 3.4 -1.2 6.8 16.9 -7.0 16.0 5.0 -1.5 8.6 178 -74 175 4.6 -1.6 6.9 19.6 -7.4 6.6 5.9 5.7 73 73 7.0 37.4 10.7 4.4 5.7 22.6 -4.6 32.4 13.7 1.4 12.0 21.8 -4.4 34.8 13.2 -2.4 13.8 18.5 -9.1 - - - - - -4.5 33.5 13.1 5.7 71 30.2 -1.5 68.5 25.8 38.0 -8.5 9.9 3.0 43.3 5.7 -1.4 11.3 22.2 -9.3 32.5 14.2 1.4 11.9 21.8 -4.4 32.4 13.7 1.4 12.0 21.8 -4.4 42.1 13.4 -4.5 3.5 22.4 -23.8 33.5 14.7 -4.8 20.0 13.3 -12.3 38.8 -3.7 -12.8 13.1 18.8 -6.9 38.8 4.9 -4.4 21.3 14.6 -11.0 - -7.1 -25.5 24.4 10.2 -22.4 34.5 4.2 -7.5 31.7 78 -12.9 - - 15.6 19.4 - 5.0 376 72 1.9 15.1 23.8 5.7 23.6 -2.2 -0.7 8.2 23.1 -15.2 22.8 -4.9 -0.8 1.0 25.0 -13.8 30.7 -0.4 -1.5 5.7 24.1 -15.4 23.0 -5.4 -5.7 5.0 21.4 -14.8 21.9 -5.6 -0.2 2.6 26.4 -14.5 22.8 -4.9 -0.8 1.0 25.0 -13.8 21.6 0.5 0.4 7.2 26.8 -15.5 15.3 -3.9 -5.7 4.5 27.2 -14.2 16.3 4.8 -4.5 17.7 15.5 -15.1 21.6 4.7 4.9 10.1 13.1 -10.6 -1.0 -1.2 -15.7 17.1 31.2 -11.3 -2.6 -2.2 -14.9 11.2 37.3 -14.6 0.9 -0.9 -16.5 19.7 28.7 -10.3 -3.1 -1.7 -15.8 12.1 36.6 -13.6 -2.6 -2.2 -14.9 11.2 37.3 -14.6 43.2 4.1 6.0 6.7 - -9.7 22.8 4.2 -2.4 7.9 24.0 -9.4 32.4 13.7 1.4 12.0 21.8 -4.4 43.2 4.1 6.0 6.7 - -11.7 26.7 4.9 -0.9 75 22.4 -8.7 - - - - 19.5 - 26.6 3.7 -4.8 12.3 17.1 -10.8 0 2017 Silicon Valky Community Foundation {�L"-",1-.tN VALLEY `jlmIC N=61L.EY Silicon Valley Community Foundation Endowment Pool Investment Performance Summary - Period Ending January 31, 2019 Net of Fees January 31, 2019 Annual Periods Assets % of Target/ 1 mon 3 mon CYTD 1 yr 3 yr 5 yr 7 yr 10 yr 2013 2014 2015 2016 2017 201 Market Value Pool Range (%) % % % % % % % % % % % % % % U.S. Aggregate Bonds(12/31/91) 5,613,437 3.4% 4.0% 1.0 2.9 1.0 2.4 2.4 2.9 2.9 4.9 -1.7 6.8 0.5 3.3 3.9 0.5 Barclays Capital US Aggregate 1 %-7 % 1.1 3.5 1.1 2.3 2.0 2.4 2.1 3.7 -2.0 6.0 0.6 2.6 3.5 0.0 Garcia Hamilton Aggregate (7/31/14) 2,755,764 1.7% 1.0 2.6 1.0 2.7 2.3 - - - -0.1 8.0 0.7 3.2 3.8 1.0 IR&M(6/30/09) 2,857,673 1.7% 1.1 3.3 1.1 2.2 2.4 2.8 2.8 - -1.5 6.9 0.3 3.3 4.0 0.1 Barclays Capital US Aggregate 1.1 3.5 1.1 2.3 2.0 2.4 2.1 3.7 -2.0 6.0 0.6 2.6 3.5 0.0 TIPS (6/30/09) 7,260,597 4.4 % 4.0% 1.4 2.4 1.4 0.9 2.0 1.5 0.7 - -8.8 4.0 -1.7 4.6 3.0 -1.4 Barclays US TIPS 1%-7"k 1.3 2.4 1.3 0.9 2.1 1.6 0.7 3.6 -8.6 3.6 -1.4 4.7 3.0 -1.3 Vanguard Inflation Protected Securities (6/30/09) 7,260,597 4.4% 1.4 2.4 1.4 0.9 2.0 1.5 0.7 - -8.8 4.0 -1.7 4.6 3.0 -1.4 Barclays US TIPS 1.3 2.4 1.3 0.9 2.1 1.6 0.7 3.6 -8.6 3.6 -1.4 4.7 3.0 -1.3 U.S. High Yield (6/30/09) 5,333,264 3.2% 3.0% 2.8 0.2 2.8 1.3 7.6 4.4 6.6 - 9.5 4.8 -2.7 13.5 5.8 -0.9 Merrill High Yield 0%-6 % 4.6 1.4 4.6 1.6 9.4 4.6 6.2 10.8 7.4 2.4 -4.6 17.3 7.5 -2.3 Oak Hill Advisors Diversified Credit (12/31/14) 5,333,264 3.2 % 2.8 0.2 2.8 1.3 7.6 - - - 7.6 2.6 -2.6 13.5 5.8 -0.9 50% CSFB Leveraged Loan/50% Barclays Corporate HY 3.4 0.3 3.4 2.1 7.7 4.1 5.4 9.5 6.8 2.3 -2.4 13.5 5.9 -0.5 Global Bonds (8/31/09) 5,934,908 3.6% 4.0% 1.8 4.6 1.8 -2.2 3.9 1.2 1.1 - -3.4 -0.3 -6.0 3.8 8.1 -1.0 Colchester Global Bond (8/31/09) 5,934,908 1%-7 % 1.8 4.6 1.8 -2.2 3.9 1.2 1.1 - -3.4 -0.3 -6.0 3.8 8.1 -1.0 CID World Government Bond Index 1.4 4.3 1.4 -1.1 2.7 0.8 0.2 2.1 -4.0 -0.5 -3.6 1.6 7.5 -0.8 Total Hedge Funds (9/30/06) 32,023,563 19.2% 20.0% 4.0 -0.8 4.0 -3.0 4.5 2.6 4.5 5.7 12.7 3.4 -0.5 3.1 8.3 -5.3 60 % MSCI ACW / 40% Barclays Capital US Agg 15%-25 % 5.2 2.6 5.2 -3.5 78 5.2 6.2 8.5 12.3 5.0 -1.0 5.9 15.4 -5.5 HFRI Fund of Funds 2.6 0.4 2.6 -3.8 3.1 2.0 3.0 3.3 8.8 3.4 -0.3 0.7 7.7 -3.9 Direct Manager(6/30/08) 25,913,136 15.5% 15.0% 3.7 -1.2 3.7 -2.7 5.2 2.9 3.5 5.9 7.9 2.9 -0.5 5.4 8.2 -5.0 Equity Long/Short 7,794,787 4.7% Tybourne Equity Offshore Fund (6/30/17) 3,966,287 2.4% 5.0 3.9 5.0 -5.5 - - - - 20.3 7.1 25.3 1.9 - -7.2 Hengistbury Fund Ltd (1/31/18) 3,828,500 2.3 % 7.1 1.2 7.1 -4.3 - - - - 20.4 3.4 13.9 4.3 - - HFRI Equity Hedge 5.5 1.3 5.5 -4.7 71 3.6 4.9 6.3 14.4 2.0 -0.8 5.5 13.5 -6.9 Credit / Structured Credit 8,588,889 5.1 % Regiment Capital Ltd (6/30/08) 42,308 0.0 % - - - - - - - - - - - - - - Canyon Value Realization Fund Ltd (6/30/13) 3,091,414 1.9% 4.5 0.5 4.5 0.1 8.8 4.6 - - 14.5 4.2 -2.8 8.7 12.9 -2.6 King Street Capital Ltd (6/30/13) 1,558,031 0.9 % 2.3 0.1 2.3 -0.1 3.7 2.6 11.0 4.5 -2.4 5.1 5.2 -1.3 Standard General Offshore(12/31/14) 3,897,137 2.3% -0.3 -6.6 -0.3 4.6 8.2 - 28.7 3.5 -3.5 8.8 10.0 5.4 HFRI Distressed Securities Index 2.3 -2.0 2.3 -0.8 8.2 2.1 4.6 6.9 14.1 -1.0 -8.0 14.3 7.6 -1.6 Opportunistic 5,995,266 3.6% Third Point Offshore Ltd (11/30/14) 3,299,299 2.0% 2.9 -2.5 2.9 -11.9 5.8 - - - 25.4 5.7 -1.1 6.5 17.6 -11.2 Discovery Global Opportunity(12/31/14) 2,695,967 1.6% 8.2 -5.8 8.2 -4.1 -2.7 - - - 27.6 -3.5 -0.7 7.3 -9.6 -13.1 50% HFRI Macro / 50% HFRI Event Driven 1.7 0.0 1.7 -3.3 3.4 2.1 2.6 4.0 5.9 3.8 -2.2 5.9 4.9 -3.0 Multi -Strategy 3,534,194 2.1% Davidson Kempner Instl Partners (8/31/13) 3,534,194 2.1 % 1.0 0.2 1.0 1.8 5.4 4.4 - - 11.0 4.5 1.5 7.0 6.4 2.1 HFRI Mufti -Strategy 2.0 0.8 2.0 0.6 4.4 3.1 4.4 6.3 7.8 3.8 0.6 6.5 4.1 -0.1 Fund of Funds (9/30/06) 6,110,427 3.7% 5.0% 5.3 1.0 5.3 -4.1 3.7 2.2 4.4 5.5 13.9 3.7 -0.8 -0.3 9.7 -6.7 Forester Offshore Ltd (8/31/07) 6,110,427 3.70% 5.3 1.0 5.3 -4.1 3.5 2.6 4.9 5.2 15.6 5.6 0.3 -1.5 9.8 -6.7 HFRI Fund of Funds 2.6 0.4 2.6 -3.8 3.1 2.0 3.0 3.3 8.8 3.4 -0.3 0.7 7.7 -3.9 0 2017 Silicon Valley Community Foundation {"-",1-.UY VALLEY Silicon Valley Community Foundation Endowment Pool Investment Performance Summary - Period Ending January 31, 2019 Net of Fees Annualized January 31, 2019 Annual Periods Assets % of Target/ 1 mon 3 mon CYTD 1 yr 3 yr 5 yr 7 yr 10 yr 2013 2014 2015 2016 2017 2016 Market Value Pool Range (%) % % % % Private Equity(3/31/99) 21,152,063 12.7% 10.0% 0.0 1.7 0.0 15.8 6.8 7.7 8.2 11.8 17.9 12.0 6.8 0.2 4.7 16.0 S&P 500+5% 5%-15% 8.4 1.5 8.4 2.7 19.8 16.6 19.0 20.8 39.0 19.5 6.6 17.9 28.0 0.5 Commitment Remaining YTD - Contributions YTD - Distributions Net IRR IRR as of Accel Vill (6/30/00) 5,201 0.0% $ 500,000 $ $ $ 4.4% 12/31/2017 Bay Area Equity (6/30/04) 72,292 0.0% $ 250,000 $ - $ - $ - 23.3% 12/31/2017 Mohr Davidow VI (12/31/99) 313,475 0.2% $ 1,000,000 $ - $ - $ - -4.2% 9/30/2018 Mohr Davidow Vll (6/30/01) 171,283 0.1 % $ 536,000 $ $ $ -5.2% 9/30/2018 Sequoia Cap Franchise (9/30/99) 413,213 0.2 % $ 2,000,000 $ $ $ 6.8 % 12/31/2017 Sequoia Cap X (3/31/00) 114,197 0.1 % $ 2,000,000 $ $ $ 7.5% 12/31/2017 Legacy V (5/31/08) 980,406 0.6% $ 1,000,000 $ 20,000 $ $ 12.1 % 9/30/2018 Legacy VI (6/30/11) 2,458,643 1.5 % $ 1,500,000 $ 60,000 $ $ 20.3 % 9/30/2018 Legacy VII (4/30/14) 1,236,061 0.7% $ 1,000,000 $ 80,000 $ $ 15.9% 9/30/2018 Legacy Vlll(3/31/16) 1,230,920 0.0% $ 2,500,000 $ 1,300,000 $ - $ - NM 9/30/2018 Centerbridge 11 (5/31 A 1) 693,650 0.4% $ 1,500,000 $ 164,003 $ - $ - 2.3% 6/30/2018 Regiment Special Situations V (7/31/11) 91,587 0.1 % $ 1,500,000 $ 481,772 $ $ 9.5% 9/30/2018 Brightwood Capital Fund III (3/31/15) 2,173,818 1.3% $ 3,300,000 $ 621,374 $ - $ - 4.5% 12/31/2017 Weathergage Venture Capital III (2/28/15) 3,619,545 2.2% $ 3,300,000 $ 759,000 $ $ 15.1% 9/30/2018 Lakestar II LP (8/31/15) 945,176 0.6% $ 1,115,000 $ 205,322 $ 39,472 $ 7,225 NM 9/30/2018 Grain Communications Opportunity Fund (7/31/16) 2,234,201 1.3 % $ 2,500,000 $ 164,026 $ 16,811 $ - NM 9/30/2018 Sango Private Equity II LP (1/31/17) 1,392,468 0.8% $ 2,500,000 $ 1,333,408 $ - $ NM 6/30/2018 HGGC Fund III -A (7/31/17) 1,607,341 1.0% $ 2,500,000 $ 1,008,998 $ 20,115 $ NM 9/30/2018 Blue Wolf Capital Fund IV LP (4/30/18) 648,587 0.4% $ 3,600,000 $ 2,938,641 $ - $ NA 6/30/2018 Precursor Ventures II (9/30/18) 750,000 0.4% $ 1,0000" $ 250,000 $ - $ NA NA Total Private Equity $ 35,151,000 $ 9,386,544 $ 76,398 $ 7, Total Real Assets 3,969,152 2.4 % 5.0% Private Real Assets 3,969,152 2.4% 5.0% 0.1 -0.8 0.1 3.0 4.5 5.2 6.5 6.6 11.5 12.6 0.7 6.3 4.3 3.0 50 % Bloomberg Commodity/50 % NCREIF Real Estate 0-/110% 2.7 -0.4 2.7 -0.8 5.1 0.6 1.0 2.6 0.4 -3.3 -10.1 9.5 4.4 -2.5 Commitment Remaining YTD - Contributions YTD - Distributions Net IRR IRR as of Denham Commodity Partners Fund V (6/30/08) 194,003 0.1 % $ 1,500,000 $ 219,962 $ $ -18.7% 9/30/2018 Denham Commodity Partners Fund VI (11/30/11) 1,632,111 1.0% $ 2,000,000 $ 257,360 $ - $ - 7.7% 9/30/2018 Lyme Timber 111(2/28/11) 232,575 0.1 % $ 500,000 $ 165,000 $ $ 7.2 % 9/30/2018 Alcion Real Estate 11 (12/31 /10) 79,027 0.0% $ 500,000 $ - $ $ 16.8% 6/30/2018 Merit Energy Fund H (11/30/11) 1,166,654 0.71% $ 1,250,000 $ $ $ 5.0% 6/30/2018 Varde Fund X (12/31/10) 664,783 0.4% $ 2,000,000 $ $ $ 11.8% 6/30/2018 Total Private Real Assets $ Total Cash 974,709 0.6% 0.0% Cash & Equivalents (3/31/05) 974,709 0.2 0.6 0.2 1.9 1.0 0.7 0.5 0.4 0.0 0.3 0.0 0.3 0.8 1.8 U.S. Treasury Bills 0.2 0.6 0.2 2.0 1.1 0.7 0.5 0.4 0.1 0.1 0.1 0.4 0.8 1.9 Sand Hill Road Property (6/30/96) 3 58,450,120 - 2.1 0.0 23.9 11.3 12.7 12.3 11.7 7.0 7.0 7.8 9.5 0.0 0.0 NCREIF Real Estate Index - 1.4 0.0 6.7 7.2 9.3 9.7 75 11.0 11.8 10.1 9.2 70 6.7 Targeted Weighted Expense Ratio 4 1.19% Asset Weighted Expense Ratio 1.33% 1. As of August 2017., 10% S&P 500 / 6% Russell Mid Cap / 5% Russell 2000 / 14% MSCI EAFE/ 5% MSCI Emerging / 10% S&P 500 + 5% / 51Y. 50% Bloomberg Commodity/50 % NCREIF Real Estate / 4% Barclays Aggregate 4 % Citf World GovY Bond /4 % Barclays US TIPS / 3% Merrill High Yield/ 20% 60% MSCI AC World (Net)/40% Barclays Aggregate/ 10% MSCI AC World 2. Prior to 71112009, benchmark was 90% S&P 500110% Barclays Capital Aggregate. 3. Sand Hill Property is not included in the market value or returns for the Pool. 4. Expense ratio is a weighted average based on the target allocation. Fee includes: investment management, consulting, custody and administraive fees. It does not include carried interest expense or the expenses of individual mangers within fund of fund vehicles. 0 2017 Silicon Valley Community Foundation Internal Use Only INVESTMENT PERFORMANCE SUMMARY Period ending December 31, 2018 Net of Fees Investment Pool SILICON VALLEY community foundation' Annualized 1 mon 3 mon YTD 1 yr 3 yr 5 yr 7 yr 10 yr Assets % % % % % % % % Endowment (3/31/82) $155,928,401 Endowment Policy Benchmark 80 % MSCI ACW /20 % Barclays Capital US Agg CPI Plus 5% Sand Hill Property (6/30/96) $55,016,313 NCREIF Real Estate Index Long -Term Growth (12/31/88) $410,143,528 Long -Term Growth Policy Benchmark 75% MSCI ACW / 25% Barclays Capital US Agg 2 Social Impact (6/30/99) $61,628,739 Social Impact Policy Benchmark 70 % MSCI ACW / 30 % Barclays Capital US Aggregate Balanced (7/31/03) $135,912,740 Balanced Policy Benchmark 50 % MSCI ACW / 50 % Barclays Capital US Agg 3 Short -Term (12/31/02) $178,551,146 Short -Term Policy Benchmark Barclays Capital 1-3 Year Gov't / Credit Capital Preservation (11/30/92) $412,624,040 US T-Bills Total $1,409,804,907 -3.3 -8.1 -4.4 -4.4 5.5 3.9 7.0 8.5 -5.2 -9.6 -6.4 -6.4 6.6 4.5 7.1 8.6 -5.3 -10.0 -7.4 -7.4 5.8 4.0 7.2 8.4 0.3 1.5 7.0 7.0 7.3 6.7 6.7 7.0 - 0.0 0.0 0.0 3.1 5.1 7.0 8.8 - 0.0 5.3 5.3 6.7 9.0 9.5 7.3 -3.2 -8.0 -4.7 -4.7 5.6 3.9 6.8 8.1 -4.9 -9.3 -6.6 -6.6 5.9 3.8 6.6 8.2 -4.8 -9.2 -7.0 -7.0 5.6 3.9 6.9 8.2 -4.1 -7.6 -5.5 -5.5 7.1 4.8 7.5 8.7 -4.2 -8.3 -5.8 -5.8 5.8 4.3 7.2 8.4 -4.4 -8.5 -6.5 -6.5 5.4 3.9 6.6 7.9 -2.0 -5.5 -4.8 -4.8 4.9 2.7 5.1 7.2 -2.6 -5.9 -4.8 -4.8 4.7 2.9 4.6 6.3 -2.6 -5.7 -4.6 -4.6 4.5 3.6 5.4 6.7 1.1 1.1 1.2 1.2 1.7 1.3 1.3 2.7 1.0 1.0 0.8 0.8 1.6 1.1 1.1 2.1 0.8 1.2 1.6 1.6 1.2 1.0 1.1 1.7 0.2 0.5 1.6 1.6 0.9 0.6 0.6 0.6 0.2 0.6 1.9 1.9 1.0 0.6 0.5 0.4 Prior to 7/1/2009, the benchmark was 10% Barclays Capital US Aggregate 2 Prior to 2008: 30% Barclays Capital US Aggregate 3 Prior to 2008: 60% Barclays Capital US Aggregate. Prior to 2005: 45% Barclays Capital US Aggregate Policy benchmarks are weighted averages of market indices using the strategic asset allocation through time © 2017 Silicon Valley Community Foundation Internal Use Only SILICON VALLEY INVESTMENT PERFORMANCE SUMMARY community foundation' Period ending January 31, 2019 Net of Fees Investment Pool Assets 1 mon % 3 mon % YTD % 1 yr % 3 yr % Annualized 5 yr 7 yr % % 10 yr % Endowment (3/31/82) $166,814,112 4.8 1.3 4.8 -2.4 8.9 5.0 7.0 9.5 Endowment Policy Benchmark 6.5 2.2 6.5 -4.0 10.4 6.2 7.4 10.0 80 % MSCI ACW /20 % Barclays Capital US Agg 1 6.5 2.2 6.5 -5.5 9.7 6.0 7.5 9.9 CPI Plus 5% 0.4 1.3 0.4 6.9 7.3 6.7 6.7 7.0 Sand Hill Property (6/30/96) $58,450,120 - 2.1 0.0 23.9 11.3 12.7 12.3 11.7 NCREIF Real Estate Index - 1.4 0.0 6.7 7.2 9.3 9.7 7.5 Long -Term Growth (12/31/88) $437,000,752 4.8 1.4 4.8 -2.5 9.0 5.1 6.9 9.0 Long -Term Growth Policy Benchmark 6.3 2.3 6.3 -4.3 9.5 5.5 6.9 9.5 75% MSCI ACW / 25% Barclays Capital US Agg 2 6.2 2.3 6.2 -5.0 9.2 5.8 7.1 9.6 Social Impact (6/30/99) $64,296,303 4.0 2.0 4.0 -4.3 9.2 6.2 7.5 9.8 Social Impact Policy Benchmark 5.6 2.4 5.6 -3.9 9.2 5.9 7.4 9.8 70 % MSCI ACW / 30 % Barclays Capital US Aggregate 5.8 2.4 5.8 -4.5 8.8 5.6 6.8 9.2 Balanced (7/31/03) $141,643,881 3.9 2.2 3.9 -3.1 7.2 3.7 5.1 7.9 Balanced Policy Benchmark 4.6 2.8 4.6 -2.8 7.1 4.0 4.8 7.2 50 % MSCI ACW / 50 % Barclays Capital US Agg 3 4.5 2.8 4.5 -2.5 6.8 4.7 5.5 7.7 Short -Term (12/31/02) $196,149,800 0.7 2.0 0.7 1.8 1.7 1.3 1.3 2.8 Short -Term Policy Benchmark 0.7 2.0 0.7 1.6 1.6 1.1 1.0 2.2 Barclays Capital 1-3 Year Gov't / Credit 0.4 1.5 0.4 2.3 1.2 1.1 1.1 1.7 Capital Preservation (11/30/92) $529,350,507 0.2 0.5 0.2 1.7 1.0 0.7 0.6 0.6 US T-Bills 0.2 0.6 0.2 2.0 1.1 0.7 0.5 0.4 Total $1,593,705,474 Prior to 7/1/2009, the benchmark was 10% Barclays Capital US Aggregate 2 Prior to 2008: 30% Barclays Capital US Aggregate 3 Prior to 2008: 60% Barclays Capital US Aggregate. Prior to 2005: 45% Barclays Capital US Aggregate Policy benchmarks are weighted averages of market indices using the strategic asset allocation through time © 2017 Silicon Valley Community Foundation K� CITY � �Ya 11 ysiN' I I �c �� 9 OgPORATED City of Burlingame Staff Report File Number: 19-0231 File Type: Discussion Item Version: 1 Agenda Date: 3/19/2019 To: Library Board of Trustees From: Title: Fika Cafe Coupon Request for Additional Funds BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Status: Agenda Ready Agenda Number: b. City of Burlingame Page 1 Printed on 6/6/2019 K� CITY � �Ya 11 ysiN' I I 2 �� 9 OgPORATED File Type: Discussion Item City of Burlingame Agenda Date: 3/19/2019 To: Library Board of Trustees From: Title: Trustee Use of City E-Mail Staff Report File Number: 19-0232 BURLINGAME CITY HALL 501 PRIMROSE ROAD BURLINGAME, CA 94010 Version: 1 Status: Agenda Ready Agenda Number: c. City of Burlingame Page 1 Printed on 6/6/2019 Burlingame Web Email Access Instructions You can access your City of Burlingame email from any computer that has an Internet connection. Simply open your web browser and go to the following web address: https://burmaill.burlin ag me.org Note in the address that it is https and not http. You will then see the below login window. You will note the following two Security options to choose from: 1. This is a public or shared computer a) Select this option if you use Outlook Web Access on a public computer. Be sure to log off when you have finished using Outlook Web Access and close all windows to end your session. 2. This is a private computer a) Select this option if you are the only person who uses this computer. The server will allow a longer period of inactivity before logging you off. In the Domain\username: field enter your network username (usually your first initial and last name with no space or period) preceded by "burlingame\" as depicted above (note the direction of the slash is "\", OWA will not accept "/"). Then enter your network password in the Password: field and click on the Log On button. This will take you into your email which will appear similar to the below image. No « MM (W41oer)I Mal O y 9 � )] tkw lyy • L] i( J 4.ROIY I.i R,* to All L7 F ,d ®`Sk1 Oba1f :... °dWd new Orefb AnatkJe by: Dare . Hewea o„mp _ ! Irtw v­ A � Junk E-rtWl noreply4preaMpp6cky prq Mon 1:52 Rr4 uy Hots Q6Eox Cm" Cony Eke Reed #71936t ft d 0.55 Fells . A ,.d* ea Mon 1:49 fM [j 5ent Iten¢ Ce 1C m-y Fre lk4l 1714ntrIs .... >t! Sq¢SM CaNac6 j Support_0.9c Mon 8:46 AM y J 6ync t� v�,.et21 uRs ran�ae m carvt t � Tagus ,� suppprr_1Jest Mon e:46 u4 - J Z S _TM ORS fA-.mite[[ A 4 Search Pothers y Suppt-Opk H 8:45 AM r 11 S..h Reted .�t Brlan flaw! I e. uaY Mon 6:24 AM ,y arthAer�huNttgattc.arq Mon 3:I8 AM bai•a: Wa Mnsape Arzhrver Lisue Rcs�WeA ml archlver�6urlletgattte.orq Rana wa M��six acnnc. aen Hon ]:pB AM ei SVpo-t_D k Mon l:)6 AM ve Te Swarh auannen ....•. k�b T8mn4JPS a" Hall 1 b)"q n[ Po Mane9v W fa W lo.0.2.166 90)Ml� v 7 Suns V U Sun R:51A11I NE: Q1—. N Q]]9l - Dua14PC Symtetra lJt t6 A Tone-1IP55ls4nc T..kS Iffi Weft Ii IT44khael Ste Sat 1/16 RE: Quoin I AAAQ]]9l -Dual APC slw.nEma U( 16kVA Toww UPS SySRn-s rbbBc Ernes irons 1 m 5 0(W4 14 4 6 H Please note that you must disable any pop-up blocking software you might have installed on your computer or create an exemption rule in the pop-up blocking software to allow access to https://burmaill.burlin ag me.org . If this is not done you will not be able to reply back to any email messages you receive. How to change your Outlook web mail password 1. Log into your Outlook web mail and click on "Options" at upper right side of screen. '�) https://burmaill.trurlingame.org/owa/?mod ti.. IT -Sid Jackson - Outlook W.., x • _File Edit View Favorites Tools Help x Go gle - I Search • !k Autoriil - Sd Jackson • '� - X Find'. I sid I Previous Next Options - Find Someone Mail <C Inbox (12101 Items) Help 3 IT -Sid Jackson L13 New L* Reply Reply to AI L4 Forward Calendar : I contacts S-an-h Inbox 0 ., - Deieted Items (1) LI Drafts (2] Arrange by: Gate Newest on mp tJ LJ Inbox Today n L 0 Junk E-mail _I FIN -Carol Augustine 10:59 AM ij Notes CA Outbox sd FW: Process Update - Employee email and phone access - Please forward to hiring supervisors Cj RSS Feeds _3 Emily Matthews 10:46 AM Sent Items Email help Suggs Contacts PARKS/REC-Nicole Aoquisti 10:40 AM tl Sync Issues Re: A note has been added to ticket #88197 y Tasks A noreply@redwoodcity.org 10:34 AM [-j Templates Burlingame ticket #88197 has been submitted and assigned to you. fl [ Search Folders ..a MGR-Nil Blackhum 10:29 AM Uzi Process Update - Employee email and phone amens - Please forward to Nring supervisors J MGR-Nil Blackburn 10:09 AM RE: Please review and approve form FIN -Carol Augustine 9:19 AM REt. Technical Support ShoreYVare Voice Mail 9:17 AM Mail ILI Shoi voice message from +18884476482 for mailbox 7219 Calendar A MGR-Nil Blackburn 9:12 AM New website requirement Contact -} FIN-Caml Augustine 8:55 AM FN: Technical Support Tastes _J Sabro Adore 6:36 AM ' Docvrnents quote for the Lobby Wall Phone V .:. PWJWATER-Tm McAuliffe 8',22 AM Pnbfic Folder Items 1 to 50 of 12101 14 4 J 1k 125% - Click on "Change Password" at left side of screen 2. Type your current password in the "Old Password" field and your new password in the "New Password" and "Confirm New Password" fields and then click on the "Save" button. • https://durmaillburlingam rg/cwa/?ae=(Jo -a d nareply-Outlook Web Acc.., X - File Edit View Favorites Tools Help x Go gle '� Search - � ® _/AutoFill - .. Sid JI#lielp X Find: sid Previous Next O Options •Outlook Optons Save Regional Settings Change Password Messaging Spelling Enter your existing password, type a new password, and then type it again to confirm it. Calendar Options After saving, you may need to re-enter your credentials and log on again. You will be prompted by Outlook Web Access after your password has been changed successfully. Out of Office Assistant Domain user name: BLIRLINGRMEVweply Rules Old Password: E-Mail Security New Password: Confirm New Password: Junk E-Mail Change Password General Settings Deleted Items Mobile Devices V version: 8.3.499.0 LA Mal lid Calendar J contacts Tads LaDocuments J Public Folders t 125%