Spring 2024

Disbursements Projected to Increase 5.3% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio.  Estimated March 2024 foundation assets reached a record $1.55 trillion, up $230 billion from 2022.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: March 2024

Foundations Notch a 6.6% Investment Gain in First Quarter The Grantmaker Investment Value Index ("GIV") rose 6.6% in the first quarter, continuing the upward trajectory after 2023's 15.5% gain. Foundation investment performance annualized at 6.8% per year for the ten years ended March, 31 2024, ahead of the required 5% payout ratio, but not after accounting for inflation … [Read more...] about First Quarter Investment Performance

FoundationMark models indicate that U.S. foundations' assets rose by about $85 billion, or about 5.8%, in the first quarter of 2024 pushing assets to a record $1.55 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 was up 6.6% in the … [Read more...] about First Quarter Off to a Good Start