FoundationMark Portfolio Strategies
Investments – Others*: There is a distinct line on the IRS form requiring the fair market value of a foundation’s holdings in ‘Investments – Other’, which may include hedge funds, private equity, commodities, and other investments. Foundations with over 60% of their assets in ‘Investments – Other’ are classified by portfolio strategy with asset class name.
Asset Allocation Thresholds
- Capital Appreciation
- Equities: 85% or higher
- Fixed Income/Cash: 15% or lower
- Balanced
- Equities: 60% – 85%
- Fixed Income/Cash: 15% – 40%
- Investments – Other*
- Investments – Other: 60% or higher
- Equities/Fixed/Cash: 40% or lower
- Capital Preservation
- Equities: 60% or lower
- Fixed Income/Cash: 40% or higher