Expenses
FoundationMark Adds Peer Groups
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
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
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