Find your next foundation client
Every US private foundation’s itemized holdings, read from IRS filings: whose assets just jumped, who is new, who moved managers, and who manages their own money. Describe your ideal client and screen for it; load your fund family’s book and get warm-path prospects.
$1.9TFoundation assets
116,364Private foundations
93,418Itemized books
1,928,518Classified holdings
Windfall dollars by fiscal year
$117B across 1,352 windfalls, FY2018–25. Each is a year in which a foundation’s assets at least doubled.
23,513 more rows across the dashboard on ProThe full tables, the target finder, client books with warm-path matching, and CSV export.