FoundationAdvocate’s affiliated site, FoundationMark, provides free in depth performance reports to trustees. If you’d like yours, request it here.
What's in a FoundationMark Report?
FoundationMark reports are designed to answer a few core questions that trustees may have:
- How does our investment performance compare to other foundations?
- How does our performance compare to the stock market? The bond market?
- Are there other foundations like ours? How are we doing compared to them?
- How do our expenses compare to those of other foundations?
Big Picture Takeaway
One the summary page, trustees can see where there foundation stands versus peer on a number of key metrics including performance and expenses.
How Does Our Performance Compare to Public Markets? To Peers?
Trustees can graphically see the effect of their cumulative performance in relation to the stock market, bond market, and other foundations.
How Do Our Expenses Compare?
FoundationMark reports compare your foundations’ expenses by category to peers.
Are There Other Foundations Like Ours?
In a universe of 50,000 foundations, there are bound to be foundations that have a lot of common characteristics with yours. FoundationMark groups foundations by asset size and portfolio strategy to create truly representative peer groups.
How Do Our Investment Expenses Compare?
Foundations are required to disclose their investment expenses, FoundationMark compares foundations’ investment expense with similar sized foundations.
Where Does Your Money Go?
Foundations can see what proportion of their disbursements go to grants versus operation expenses.
