FoundationMark tracks the investment performance of the $900 billion private foundation market by using data pulled from IRS filings of over 40,000 foundations each year. We estimate investment returns for each foundation individually, ensuring the most comprehensive view of performance available. FoundationMark provides foundation trustees and the investment community with objective and relevant benchmarks. These metrics enable foundations to understand their performance in the context of the broader nonprofit universe and can help trustees to make better-informed investment decisions. Our proprietary star ranking system makes it easy and intuitive for trustees to evaluate their investment performance, and compare it to peers and public markets.FoundationMark produces indices, calculates benchmarks, and constructs peer groups for comparative analysis. Most importantly, FoundationMark provides trustees with detailed individualized performance reports on their foundation’s investment performance. If you are a trustee who wants an independent and objective analysis of your foundation’s investment performance in comparison to the overall foundation market and its peer group, go to www.FoundationMark.com to request your FoundationMark Performance Report - its free!

FoundationIQ is the leading source of data and intelligence on private foundations for the investment community. Users can access the most comprehensive financial database quickly and easily by using our proprietary dataset and intuitive search engine. FoundationIQ is the only foundation investment performance search tool available. Investment managers and financial advisors use FoundationIQ to understand the performance and portfolio characteristics of their existing clients as well as prospective clients.

Foundation Financial Research serves as the underlying data provider to related companies, FoundationMark, the leading foundation investment performance benchmarks, and FoundationIQ, the only foundation performance search engine. Foundation Financial Research’s mission is to provide the most comprehensive financial data on private foundations available. We deliver accurate data, full financial statements, insights, and solutions to the financial and nonprofit markets. Our data provides the essential building blocks for foundations to benchmark their performance and understand their comparative position versus the nonprofit universe and their peers.

Outsourced Chief Investment Office (OCIO) for nonprofit organizations that provide asset allocation, manager selection, and advisory services to endowments and foundations.

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