News and Analysis of Foundation Investment Performance

Performance

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Foundation Retreat Nearly to 2017 Level

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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

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*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

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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

Foundation Assets Estimated at $1.24 Trillion as of June 30, New Record

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FoundationMark models indicate that U.S. foundations' assets rose to $1.24 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 $1.24 Trillion as of June 30, New Record