Almost all of the largest foundations in the U.S. have filed their 990-PFs with the IRS. The data can be found in the P&I Research Center.
Investment assets of the 49 largest foundations in the U.S. that have filed with the IRS increased more than 5% to $172.8 billion in 2012 from $163.9 billion in 2011. Assets were $139.3 billion in 2008. The Bill & Melinda Gates Foundation, with $32 billion, continues to be three times as large as the second biggest foundation, the $10.4 billion Ford Foundation.
Foundations continued to move out of equity and fixed-income investments. The average allocation was 31.5% equity, 8.5% fixed income and 60% other. In 2008, the average asset allocation was 41.8% equity, 10.7% fixed income and 47.5% in other.
The Bloomberg Family Foundation Inc.'s assets increased the most among the 49 plans to $4.2 billion from $3 billion. The large increase was driven by new contributions. Investment assets were $975 million in 2008.The foundation now ranks in the top 15 in the U.S.
