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Expenses

FoundationMark Adds Peer Groups

January 19, 2021 By Foundation Advocate

Are There Foundation Like Ours? Our affiliated site, FoundationMark, has recently rolled out a new feature - peer group analysis in response to trustees questions about benchmarking.  The Goldilocks Syndorme People familiar with the children's story of Goldilocks and the Three Bears remember that Goldilocks would try the bears' porridge and beds only to learn that … [Read more...] about FoundationMark Adds Peer Groups

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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