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Performance
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
Foundation Assets Estimated at $1.24 Trillion as of June 30, New Record
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
First Quarter 2021 Performance Round-Up
Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. Periods ended March 31, 2021 … [Read more...] about First Quarter 2021 Performance Round-Up
Universe Comparison
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
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