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First Quarter 2025 Assets Pull Back

May 5, 2025 By Foundation Advocate

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

2024 Gains

January 14, 2025 By Foundation Advocate

FoundationMark models indicate that U.S. foundations' assets rose by nearly $170 billion, or about 11.5%, in 2024 pushing assets to $1.64 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 gained 13.4% year-to-date, correspondingly … [Read more...] about 2024 Gains

Disbursements Forecast Update: December 2024

January 14, 2025 By Foundation Advocate

Disbursements Projected to Increase 6.6% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio.  Estimated September 2024 foundation assets reached a record $1.64 trillion, up $170 billion from 2023.Based on the two important caveats (see box) regarding asset levels and payout ratios that we highlight, we project foundation … [Read more...] about Disbursements Forecast Update: December 2024

Fourth Quarter Investment Performance

January 13, 2025 By Foundation Advocate

Foundation Portfolios Fell Modestly in the Fourth Quarter The Grantmaker Investment Value Index ("GIV") was essentially flat in the fourth quarter, bringing year-to-date performance to 13.4%. Foundation investment performance annualized at 6.9% per year for the ten years ended December 31, 2024, ahead of the required 5% payout ratio, though well below the 60/40 mix (the … [Read more...] about Fourth Quarter Investment Performance

Third Quarter Gains

October 10, 2024 By Foundation Advocate

FoundationMark models indicate that U.S. foundations' assets rose by nearly $60 billion, or about 3.8%, in the third quarter of 2024 pushing assets to $1.66 trillion. Year-to-date assets have risen by $176 billion or 11.9%Foundation asset levels are a function of three variables: incoming contributions, outgoing grants and expenses, and investment performance. The Grantmaker … [Read more...] about Third Quarter Gains

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