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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

Disbursements Projected to Increase 5.6% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio.  Estimated March 2025 foundation assets were $1.554 trillion.Based on the two important caveats (see box) regarding asset levels and payout ratios that we highlight, we project foundation disbursements to rise 5.6% to $124.1 billion … [Read more...] about Disbursements Forecast Update: March 2025

FoundationMark models indicate that U.S. foundations' assets fell by $50 billion, or 3.2%, in the first quarter of 2025 resulting in assets dropping to $1.554 trillion. Foundation asset levels are a function of three variables: incoming contributions, outgoing grants and expenses, and investment performance. The Grantmaker Investment Value ("GIV") Index fell 2.1% in the first … [Read more...] about First Quarter 2025 Assets Pull Back