Newsletters
Source Data: The 990 PF
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
Fourth Quarter 2020 Performance Round-Up
Each quarter we pull together the published results of the leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. Periods ended December 31, 2020 … [Read more...] about Fourth Quarter 2020 Performance Round-Up
FoundationMark Adds Peer Group Analysis
FoundationMark, has recently rolled out a new feature - peer group analysis. Foundations have been badly underserved in terms of available financial benchmarking resources. The few publications available tend to either 1) focus on only the largest foundations, 2) be buried in academic papers, or 3) report episodic survey results, all of which make it difficult to make … [Read more...] about FoundationMark Adds Peer Group Analysis
Record Giving, Record Asset Levels
Higher Giving, Higher Assets The graph and table below show current estimated foundation assets grew to $1.2 trillion at the end of 2020. The FoundationMark assumptions underlying the asset level are shown at right, including a giving level of $88 billion, up about 7% from 2019. We recognize that giving may have been higher as foundations may have responded to the … [Read more...] about Record Giving, Record Asset Levels
Third Quarter 2020 Performance Round-Up
Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. Periods ended September 30, 2020 … [Read more...] about Third Quarter 2020 Performance Round-Up