Bars over time
Assets of U.S. Private Foundations
Fair market value of private foundation assets at the end of each tax year, $
Plays the chart through its history. Pauses are where the data set a record or moved most.
Continuation · the recent trend, flattening · 3 years
Faint bars: the projected periods. Whiskers: the range about two in three outcomes land in. A projection, not a promise.
Palanor calculation from IRS Form 990-PF e-file returns (public domain), one return per foundation per tax year. A tax year is published once the IRS has posted the two following years of returns. Tax year 2021 is left out: a large share of its returns is missing from the IRS's public e-file release.
The endowments behind foundation grants. Payout rules tie each year's giving to these assets, so they lead grantmaking and follow the markets.
What this chart reads
- Private Foundation Assets, Market Value (U.S., Annual)as “Assets at market value”latest 2024-12-31
Sources
Private Foundation Assets, Market Value (U.S., Annual). Source: IRS Form 990 series e-file returns (Form 990-PF), tax years 2020 on, read and totalled by Palanor; one return per foundation per tax year, the latest filed. U.S. Government work, public domain. Source: Internal Revenue Service.
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.