2018 Foundation Source Annual Report_FB

TABLE OF CONTENTS

About the Foundation Source Annual Report ............................................... 3 Report Methodology .................................................................................... 4 Major Findings ............................................................................................. 5 Demographics . ............................................................................................ 6 Trends in Giving ........................................................................................... 7 Distribution Ratios ........................................................................................ 8 Giving Patterns . .......................................................................................... 10 Timing of Grants . ......................................................................................... 1 1 General vs. Specific Purpose Grants............................................................ 12 Portfolio Performance ................................................................................. 13 Changes in Asset Values . ........................................................................... 14 Analysis of Changes in Asset Values ........................................................... 15 Asset Allocation .......................................................................................... 17 Conclusion .................................................................................................. 19 Terminology .............................................................................................. 20

2018 Foundation Source Annual Report

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