Financial Summary

The REACH Foundation’s assets totaled $161 million at year end 2021, with an annual investment return of +16.2% for the foundation’s portfolio.

The investment performance gains in 2021 were notable – resulting in the highest year end asset balance in REACH’s history. Since inception, the investment return for the foundation was +6.9% through December 31, 2021.

Over the course of the 2016-2021 strategic plan, REACH invested $29 million in grants supporting the foundation’s three outcome investment areas and other mission-related efforts. REACH also made $7 million in indirect investments toward the mission via personnel, technical assistance and convening support. Together, these direct and indirect mission-related investments represented nearly 90% of the foundation’s total spending during the prior five years.

After accounting for approximately $40 million in spending during the period spanning 2016 to 2021, REACH’s asset balance still increased by $39 million during the six-year period that ended December 31, 2021. This spending and investment approach continues to demonstrate the foundation’s commitment to serving as a reliable partner for grantees and investor in regional health care outcomes for years to come.