Q. What is the relationship between FoundationIQ, FoundationMark, and Foundation Advocate?
A. All three companies are subsidiaries of Foundation Financial Research.
Q. Do foundations report their investment performance?
A. No. Foundations are required to file detailed financial disclosures with the IRS once a year. Foundation Financial Research uses extracts the data and makes it available to FoundationMark and FoundtionIQ. FoundationMark uses the data to estimate investment returns.