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March 2019

Foundations and Endowments: Cousins, not Twins

January 1, 2007 By Foundation Advocate

Similar Yet Distinct Many people think of foundations and endowments as interchangeable entities, and for good reason, as they have a fair amount in common.  But if you peel back even the first layer of the onion, you will see structural differences between the two that can have important implications on their investment strategies. To be clear, we are discussing … [Read more...] about Foundations and Endowments: Cousins, not Twins

5 Yr Performance by State

January 1, 2008 By Foundation Advocate

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

March 15, 2019 By Foundation Advocate

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

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