News and Analysis of Foundation Investment Performance

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Foundation Assets Estimated at $1.28 Trillion as of June 30, New Record

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FoundationMark models indicate that U.S. foundations' assets rose to $1.28 trillion as of June 30, 2021.  The recent growth in foundation assets is primarily attributable to investment gains of 9.3% for the GIV Index in the six months to June 30, 2021.  Since the pandemic low in March 2020, global equity markets have delivered strong returns, fueling foundation asset and giving … [Read more...] about Foundation Assets Estimated at $1.28 Trillion as of June 30, New Record

Foundation Assets Top $1.2 Trillion

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First Quarter Returns of 3.8% Push Foundations over the $1.2 Trillion Mark The latest estimates from FoundationMark indicate that foundations cracked the $1.2 trillion mark in total assets just 2 years after breaking through the $1 trillion threshold.Strong equity markets in 2019 and 2020 fueled the growth in assets allowing foundations to increase giving by 15% over the … [Read more...] about Foundation Assets Top $1.2 Trillion

Source Data: The 990 PF

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Where Does Foundation Financial Research Get Data Foundations are required to file a form called the 990 PF annually with the IRS. These forms are open to public inspection (see image below, top right,  in red highlight under "2019").  Foundation Financial Research has digitized the data in these forms for all foundations with over $1 million in assets (over 40,000 … [Read more...] about Source Data: The 990 PF