Performance

FoundationMark models indicate that U.S. foundations' assets rose by nearly $60 billion, or about 3.8%, in the third quarter of 2024 pushing assets to $1.66 trillion. Year-to-date assets have risen by $176 billion or 11.9%Foundation asset levels are a function of three variables: incoming contributions, outgoing grants and expenses, and investment performance. The Grantmaker … [Read more...] about Third Quarter Gains

Disbursements Projected to Increase 7.3% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio.  Estimated September 2024 foundation assets reached a record $1.65 trillion, up $176 billion from year-to-date.Based on the two important caveats (see box) regarding asset levels and payout ratios that we highlight, we project … [Read more...] about Disbursements Forecast Update: September 2024

Foundation Portfolios Rose 4.3% in Third Quarter The Grantmaker Investment Value Index ("GIV") rose 4.3% in the third quarter, bringing year-to-date performance to 13.6%. Foundation investment performance annualized at 7.2% per year for the ten years ended September 30, 2024, ahead of the required 5% payout ratio, though well below the 60/40 mix (the traditional mix of 60% … [Read more...] about Third Quarter Investment Performance