About
Investments and Finances
Metta Fund is committed to utilizing its investment capacity to align with its mission, values, and commitment to racial equity.
Our Investment Journey
At Metta Fund, we believe in using the financial levers at our disposal to advance equity. In particular, we are actively working to diversify the asset managers we work with to manage our $72M endowment. As of 2024, 4% of the assets in our portfolio is invested with diverse managers, and we are vigorously working on increasing that number. We began this work in 2021 and realize it is an ongoing journey.
Our investment philosophy is driven by the following:
- Our commitment to equity, diversity, inclusion & belonging
- Our commitment to managing our assets so they do no harm
- Aligning Metta Fund interests with the interest of our partners
- Investing to maximize social impact
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There is still much work to do. We have been inspired by other philanthropies’ investment leadership and are actively working on adopting impactful investment strategies at Metta Fund. Moving forward and at every opportunity, we will continue to take steps toward aligning our investments with our commitment to racial equity. Check back soon for our next chapter.
Federal Tax Returns
As a private foundation, Metta Fund files a federal tax return each year, known as Form 990-PF. This tax returns captures financial data, an analysis of revenue and expenses, and a complete list of grants awarded for the specified fiscal year.
