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 Massachusetts foundations reported total assets of $27.8 billion, ranking 10th among states.Massachusetts foundations 5 year total asset growth of 5.7%, ranked 19th.The average 5 year … [Read more...] about State Overview: Massachusetts
State Overview: Blank
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 Statebullets Asset Development bullets Investment Performance no bullets Disclosed Investment Expenses bullets link disclosedBasis Points (bps): Investment fees are usually quoted as a … [Read more...] about State Overview: Blank
State Overview: Michigan
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 Michigan foundations reported total assets of $32.7 billion, ranking 7th among states.Michigan foundations 5 year total asset growth of 4.3%, ranked 34th.The average 5 year annualized … [Read more...] about State Overview: Michigan
Disclosed Investment Expenses
Why "Disclosed" Qualifier Foundation Advocate and our related company, FoundationMark, very consciously uses the qualifying term "disclosed" whenever referring to investment expenses for a very simple reason, foundations are supposed to break out their overall expenses and allocate which were attributable to investing and which were for charitable purposes, but we don't … [Read more...] about Disclosed Investment Expenses
Foundations and Endowments: A Case for Risk
Similar Yet DistinctMost people consider foundations and endowments to be essentially interchangeable entities as both can be viewed as pots of money that exist to provide charitable support to nonprofits. But if you peel back the first layer of the onion, you will see structural differences between the two that can have important implications on their investment … [Read more...] about Foundations and Endowments: A Case for Risk