Bridge the gap between financial empowerment and compassionate philanthropy, creating a sustainable ecosystem of positive change. We believe that by strategically investing in the stock market, we can amplify the impact of charitable donations, ensuring that every dollar entrusted to us multiplies for the betterment of society. Our commitment extends beyond mere financial growth; it encompasses a profound dedication to nurturing communities, uplifting individuals, and addressing systemic challenges with empathy.
Through collaboration, transparency, and unwavering integrity, we strive to cultivate a culture of philanthropy that transcends generations. Our mission is to empower individuals and families to become active participants in the journey towards social progress, inspiring a legacy of generosity and meaningful impact. With our financial roots firmly planted in purpose-driven investing, we aspire to sow the seeds of compassion, cultivating a world where every contribution serves as a beacon of hope and opportunity.
Give generously to them and do so without a grudging heart; then because of this the Lord your God will bless you in all your work and in everything you put your hand to.
2024 Year-End Prospectus
2024 marked the inaugural year of the DosSantos Family Charitable Corporation, and it has been an incredible journey of laying the foundation for our mission of sustainable philanthropy. From building our investment portfolio to receiving over $49,000 in generous donations, we have set the stage for a model that amplifies the impact of every contribution.
The DosSantos Family Charitable Corporation is committed to sustainable philanthropy. Our unique model leverages donations by investing them in the stock market, enabling us to multiply the impact of each contribution. Each year, 50% of the investment proceeds are distributed to selected charities, while the remaining 50% is reinvested to grow our endowment.
By focusing on investment-driven growth, we aim to create a cycle of giving that not only meets immediate needs but also ensures a lasting legacy of support for future generations. This approach allows us to maximize the potential of every donation, transforming generosity into exponential impact for the communities we serve.
The Numbers
“Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me”
2025 Distribution Plan
For 2025, 50% of the total investment growth ($673.83) will be distributed to charities. To make the total distribution an even $720.00, Benjamin DosSantos Jr. will personally contribute an additional $46.17 to the fund.
The distribution will be divided equally across three organizations:
Each charity will receive $20 per month, starting January 15, 2025, with subsequent distributions occurring on the 15th of every month.
Treasury Money Market Fund
We are currently fully invested in Vanguard Treasury Money Market Fund (VUSXX), a low-risk, high-liquidity fund designed to preserve and grow the endowment while enabling regular distributions.
VUSXX primarily invests in U.S. Treasury securities, which are widely considered among the safest assets in the world. Backed by the full faith and credit of the U.S. government, these securities provide exceptional security for our funds.
As a money market fund, VUSXX offers daily liquidity, allowing us to access our investments as needed for distributions. This is crucial for ensuring timely charitable donations while maintaining a steady cash flow for reinvestment.
In times of market uncertainty, Treasury funds like VUSXX are often a safe haven for investors, offering protection against market downturns. This aligns with our goal of safeguarding our endowment while generating consistent returns.
Opportunities in Market Volatility
As we approach 2025, our investment strategy remains focused on balancing stability with growth. While market conditions can be unpredictable, periods of downturn present unique opportunities to strengthen our endowment. If the market experiences a decline, we are prepared to capitalize by buying into quality investments at discounted prices. This strategy positions us for better returns in the long run, leveraging temporary volatility to build a stronger financial foundation.
Importantly, this approach does not come at the expense of our current charitable distributions. With our conservative allocation in VUSXX and a steady reserve of liquid cash, we ensure that the funds required for 2025 donations are secure and unaffected by market fluctuations. This dual focus allows us to fulfill our mission of making impactful contributions today while growing our capacity to give in the future.
By remaining adaptive and strategic, we are confident in our ability to navigate any market environment and deliver sustainable results for the communities we serve.
In 2025, we aim to enhance our investment strategy to further grow the endowment and increase charitable distributions. By July 2025, we expect to allocate at least 50% of our portfolio into the S&P 500, leveraging more aggressive strategies for higher returns.
“We extend our deepest gratitude to our donors for their generosity and belief in our mission. With your continued support, we are building a sustainable future for philanthropy and making a tangible difference in communities across the US.”
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