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.
*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
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
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