FoundationMark Portfolio Strategies Investments – Others*: There is a distinct line on the IRS form requiring the fair market value of a foundation’s holdings in ‘Investments – Other’, which may include hedge funds, private equity, commodities, and other investments. Foundations with over 60% of their assets in ‘Investments – Other’ are classified by portfolio strategy … [Read more...] about FoundationMark Portfolio Strategies Classification
State Ranking
State Overview: New York
All data used in rankings and calculations is provided by FoundationMark and FoundationIQ and reflects foundations with over $1 million in assets.Overall Ranking by State New York foundations reported total assets of $181.1 billion, ranking 1st among states.New York foundations 5 year total asset growth of 6.0%, ranked 14th.The average 5 year … [Read more...] about State Overview: New York
State Overview: California
All data used in rankings and calculations is provided by FoundationMark and FoundationIQ and reflects foundations with over $1 million in assets.Overall Ranking by State California foundations reported total assets of $150.3 billion, ranking 2nd among states.California foundations 5 year total asset growth of 5.8%, ranked 17th.The average 5 year … [Read more...] about State Overview: California
State Overview: Washington
All data used in rankings and calculations is provided by FoundationMark and FoundationIQ and reflects foundations with over $1 million in assets.Overall Ranking by State Washington foundations reported total assets of $65.4 billion, ranking 3rd among states.Washington foundations 5 year total asset growth of 4.8%, ranked 25th.The average 5 year … [Read more...] about State Overview: Washington