FoundationMark, has recently rolled out a new feature - peer group analysis. Foundations have been badly underserved in terms of available benchmarking resources. Coverage of private foundations has been overshadowed by more public nonprofit groups like colleges and universities. The few publications that were available tend to focus on only the largest foundations, be … [Read more...] about FoundationMark Adds Peer Group Analysis
Higher Giving, Higher Assets The graph and table below show current estimated foundation assets grew to $1.2 trillion at the end of 2020. The FoundationMark assumptions underlying the asset level are shown at right, including a giving level of $88 billion, up about 7% from 2019. We recognize that giving may have been higher as foundations may have responded to the … [Read more...] about Record Giving, Record Asset Levels
Measuring Giving in Dollars and as a Percent of Assets Examining foundation giving is best approached from two perspectives, first, in terms of actual dollars distributed by foundations each year, and secondly as a percentage of assets. Below we provide answers to both. In doing so, we hope to demonstrate the relationship between asset levels and giving, as well as provide … [Read more...] about How Much do Foundations Give Per Year?
Last summer our research indicated that foundation assets crossed the $1 trillion threshold for the first time at some point in 2017, about 18 months prior to our discovery. Curious to learn more about this watershed moment, we looked for news stories but found none. After triple checking all our data, we mentioned this to the leading philanthropic publication, the Chronicle … [Read more...] about Measuring Foundation Asset Levels
Mandated Five Percent is a Floor Not a Ceiling Most people in the philanthropic world are familiar with the 5% payout requirement that nonprofits must observe to maintain their tax exempt status. Therefor, it's quite natural to assume that foundations take that 5% rate as scripture and rarely deviate from it. The filings of some of the largest foundations - Ford, Lilly, … [Read more...] about Foundations Pay Out 8% of Average Assets in Grants and Expenses per Year