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Autumn 2021

Foundation Assets Estimated at $1.23 Trillion as of September 30, Down Slightly from June Record

October 14, 2021 By Foundation Advocate

FoundationMark models indicate that U.S. foundations' assets stood at $1.23 trillion as of September 30, 2021, down slightly from the June 30 record. In the 3rd quarter, FoundationMark estimates that foundations investment performance was down 0.6%, However, since the start of the year, asset levels are projected to be up about $65 billion, driven by the 8.6% year-to-date of … [Read more...] about Foundation Assets Estimated at $1.23 Trillion as of September 30, Down Slightly from June Record

Holdings Disclosure: Who Owns What? And Who is not Saying

September 28, 2021 By Foundation Advocate

Disclosure Spectrum Foundations are required to report the fair market value of their assets every year. The IRS further requires foundations to list their holdings by asset class on their balance sheet and provide schedules of their holdings, however, foundations interpretations of "additional detail" can vary enormously. Some foundations provide extensive lists of … [Read more...] about Holdings Disclosure: Who Owns What? And Who is not Saying

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