Foundations’ investment performance is the engine behind their philanthropic support. We provide news and analysis of foundation investment performance to inform trustees and the financial community on this critical topic.
Articles
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
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
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
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 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
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