FoundationMark models indicate that U.S. foundations' assets increased by over $75 billion, or 4.4%, in the third quarter of 2025 bringing the total to $1.757 trillion, a new record. Foundation asset levels are a function of three variables: incoming contributions, outgoing grants and expenses, and investment performance. The Grantmaker Investment Value ("GIV") Index rose … [Read more...] about Third Quarter 2025 Assets to New Record
Second Quarter 2025 Assets to New Record
FoundationMark models indicate that U.S. foundations' assets increased by over $100 billion, or 6.9%, in the second quarter of 2025 bringing the total to $1.678 trillion, a new record. Foundation asset levels are a function of three variables: incoming contributions, outgoing grants and expenses, and investment performance. The Grantmaker Investment Value ("GIV") Index rose … [Read more...] about Second Quarter 2025 Assets to New Record
Disbursements Forecast Update: June 2025
Disbursements Projected to Increase 5.6% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated June 2025 foundation assets were $1.678 trillion.Based on the two important caveats (see box) regarding asset levels and payout ratios that we highlight, we project foundation disbursements to rise 8.7% to $130.9 billion … [Read more...] about Disbursements Forecast Update: June 2025
Second Quarter Investment Performance
Foundation Portfolios Rebound 7.7% in Second Quarter The Grantmaker Investment Value Index ("GIV") rose 7.7% in the second quarter, bringing year-to-date gains to 5.4%. This was a sharp reversal from the first quarter when the index fell 2.1%. The GIV Index stood at a record high as of June 30, 2025 with 10-year returns annualized at 7.3%. … [Read more...] about Second Quarter Investment Performance
First Quarter Investment Performance
Foundation Portfolios Down 2.1% in First Quarter The Grantmaker Investment Value Index ("GIV") fell 2.1% in the first quarter. For the year to March 31, 2025 foundation investment was up 3.9%, while the 3-year, 5-year, an 10-year annualized performance came in at 4.4%, 10.2%, and 6.5% respectively (see table below). Foundations continue to lag … [Read more...] about First Quarter Investment Performance