March 2019
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
Foundations and Endowments: Cousins, not Twins
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: Cousins, not Twins
5 Yr Performance by State
Maine and Vermont Lead the Pack As the map and table below shows, Maine and Vermont led all sates, while North Carolina and North Dakota trailed. It bears noting that North Carolina foundations reported the highest disclosed investment expenses. … [Read more...] about 5 Yr Performance by State
1-Yr Performance by State
New England Leads the Pack Investment performance data provided by FoundationMark. As the chart above and table below show, 4 of the the top 5 performing states in for the year ended December 2017 were in New England - Rhode Island, Maine, Vermont, and Connecticut, with Pennsylvania rounding out the top 5. Foundations in Idaho, Louisiana, and Mississippi had the lowest … [Read more...] about 1-Yr Performance by State