Trends in Private Foundation Investment, 2008 - 2013

Publication date: 
November, 2014

Foundation Source has published a new report to provide insight into the asset allocation and investment trends of private foundations with less than $50 million in assets.  Trends in Private Foundation Investment covers the years 2008-2013, the nadir of the Great Recession and the subsequent stock market recovery. The findings are based on the actual returns, asset balances, and expenses of 238 private foundations.

Because there is so little publicly available data regarding the asset allocation and investment choices of private foundations of this size, this report fills an important information gap and offers a unique opportunity to benchmark your foundation’s performance.

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