2021 Report on Private Foundations – Endowments

Proprietary Insights into Private Foundation Activity

Foundation Source’s 2021 Report on Private Foundations – Endowments, which functions as a companion to our 2021 Report on Private Foundations – Grantmaking issued earlier this year. The two reports work together to provide a complete picture of the core giving and funding activities at the heart of private foundations.

While we have seen rays of hope during the second year of the COVID-19 pandemic, we continue to navigate a shifting and unpredictable landscape that impacts people, businesses,  governments and nonprofits, and we remain committed to sharing our insights with philanthropists to help them make educated, strategic decisions in the pursuit of their charitable missions.

In this quantitative study, we analyzed the endowment activities of more than 1,000 private and family foundations across 2019 and 2020 to better understand the asset allocation, portfolio performance, fees and various financial transactions that allow foundations to endure and continue their ongoing charitable work.

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