News and Analysis of Foundation Investment Performance

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Foundation Assets Drop over $200 billion in First Half

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*The data in the chart above combines historic information drawn from foundations' reported asset levels and disbursements obtained from their annual tax filings, along with projected values based on the FoundationMark Grantmaker Investment Value ("GIV") Index which estimates monthly returns for the foundation universe based on reported asset allocations and market returns.  … [Read more...] about Foundation Assets Drop over $200 billion in First Half

Egregious Foundations

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If 99% of foundations act in a truly charitable fashion, that would imply that about 500 foundations in our universe have made choices that might seem odd, or self serving.In this section we point out a few examples that seem incongruous with core philanthropic principles.    CHRISTIAN OLSEN PRIVATE FOUNDATION … [Read more...] about Egregious Foundations

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

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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