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Foundation Source / 2014 Annual Report on Private Foundations by Foundation Source

2014 Annual Report on Private Foundations by Foundation Source

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Private foundations with less than $50 million in assets account for 98% of the approximately 86,000 foundations in the United States; however, data about this “super majority” is scant because most private foundation research looks only at the wealthiest 2% of grantmaking philanthropies.

Foundation Source’s 2014 Annual Report on Private Foundations provides a first look into the 2013 investment and grantmaking performance of private foundations with less than $50 million in assets. It is based on the actual transactions of 714 Foundation Source clients between January 1, 2013 and December 31, 2013.

Top findings include:

  • Average foundation endowments grew by 14.1%
  • Charitable distributions averaged 7.3% of assets, well in excess of the IRS-mandated 5% payout requirement
  • General support grants accounted for nearly half of giving by foundations with less than $10 million

Download the executive summary.

Download the full report. (Registration required, if you haven’t previously registered to download content from our site.)

To read the rest of this resource, download the PDF.

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