News and Analysis of Foundation Investment Performance

Performance

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Foundation Assets Estimated at $1.28 Trillion as of June 30, New Record

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FoundationMark models indicate that U.S. foundations' assets rose to $1.28 trillion as of June 30, 2021.  The recent growth in foundation assets is primarily attributable to investment gains of 9.3% for the GIV Index in the six months to June 30, 2021.  Since the pandemic low in March 2020, global equity markets have delivered strong returns, fueling foundation asset and giving … [Read more...] about Foundation Assets Estimated at $1.28 Trillion as of June 30, New Record

Universe Comparison

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In our efforts to track and report on the investment performance of foundations, we have found five organizations that publicly report their results  Each organization has its own methodology and constituents.  For example, the BNY Mellon U.S. Master Trust Universe consists of very large institutions with an average size of $8 billion. The BNY Mellon U.S. Master Trust has close … [Read more...] about Universe Comparison

Foundation Assets Top $1.2 Trillion

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First Quarter Returns of 3.8% Push Foundations over the $1.2 Trillion Mark The latest estimates from FoundationMark indicate that foundations cracked the $1.2 trillion mark in total assets just 2 years after breaking through the $1 trillion threshold.Strong equity markets in 2019 and 2020 fueled the growth in assets allowing foundations to increase giving by 15% over the … [Read more...] about Foundation Assets Top $1.2 Trillion