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FoundationMark Portfolio Strategies Classification

By

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

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