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Expenses

FoundationMark Adds Peer Group Analysis

January 19, 2021 By Foundation Advocate

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

Disclosed Investment Expenses

January 1, 2009 By Foundation Advocate

Why "Disclosed" Qualifier Foundation Advocate and our related company, FoundationMark, very consciously uses the qualifying term "disclosed" whenever referring to investment expenses for a very simple reason, foundations are supposed to break out their overall expenses and allocate which were attributable to investing and which were for charitable purposes, but we don't … [Read more...] about Disclosed Investment Expenses

Disclosed Investment Expenses as a Percent of Assets by State

January 1, 2009 By Foundation Advocate

North Carolina and Wisconsin reported the highest disclosed investment expenses, while the Dakotas and Indiana reported the lowest. … [Read more...] about Disclosed Investment Expenses as a Percent of Assets by State

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