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Performance
Third Quarter Investment Performance
GIV Index Down 4.9% in Third Quarter The Grantmaker Investment Value Index ("GIV") was down 4.9% in the third quarter and down 20.6% year-to-date for 2022. Over longer the longer term, foundation investment performance annualized at 5.5% per year for the ten years ended September 2022, trailing the 60/40 mix (the traditional mix of 60% S&P 500 and 40% Bloomberg Barclays … [Read more...] about Third Quarter Investment Performance
Giving Forecast Update: September 2022
Giving Forecasted to be Down 3.3% Asset levels reached a record $1.3 trillion at the end of 2021 before retreating to just over $1 trillion by the end of September 2022. This decrease caused the rolling three year asset level to drop to $1.138 trillion from $1.177 trillion. Based on the two important caveats regarding asset levels and payout ratios that we highlighted, we … [Read more...] about Giving Forecast Update: September 2022
Foundation Retreat Nearly to 2017 Level
FoundationMark models indicate that U.S. foundations' assets fell $290 billion in the nine months ended September 30, 2022. Equity and fixed income prices have come under a great deal of pressure during the year due to concern about inflation and the possibility of a recession. The FoundationMark estimates point to asset levels down 22.3% in 2022, bringing them close to 2017 … [Read more...] about Foundation Retreat Nearly to 2017 Level
Foundation Assets Drop over $200 billion in First Half
*The data in the chart above combines historic information drawn from foundations' reported asset levels and disbursements obtained from their annual tax filings, along with projected values based on the FoundationMark Grantmaker Investment Value ("GIV") Index which estimates monthly returns for the foundation universe based on reported asset allocations and market returns. … [Read more...] about Foundation Assets Drop over $200 billion in First Half
Foundation Assets Estimated at $1.23 Trillion as of September 30, Down Slightly from June Record
FoundationMark models indicate that U.S. foundations' assets stood at $1.23 trillion as of September 30, 2021, down slightly from the June 30 record. In the 3rd quarter, FoundationMark estimates that foundations investment performance was down 0.6%, However, since the start of the year, asset levels are projected to be up about $65 billion, driven by the 8.6% year-to-date of … [Read more...] about Foundation Assets Estimated at $1.23 Trillion as of September 30, Down Slightly from June Record