The following documents provide an overview of our operations, financial health, and investment approaches.

Financial Statements

2019 Statement of Activities (pdf 146.25 KB)
2019 Statement of Financial Position (pdf 110.54 KB)
2019 Combined Assets (pdf 84.61 KB)
2018 Statement of Activities (pdf 66.24 KB)
2018 Statement of Financial Position (pdf 66.27 KB)
2018 Combined Assets (pdf 64.78 KB)

Tax Returns

2019 Form 990-PF (pdf 3.55 MB)
2018 Form 990-PF (pdf 1.48 MB)

Investment approach

The Foundation’s investment team was formed in 2008 and engages external money managers to invest globally across different asset classes. Because the Foundation was established to exist in perpetuity, the investment team takes a long-term view toward its investments.

We have a particular focus on identifying and investing with newer, smaller managers. We have invested in funds with modest assets under management, including instances where we have been the first institutional capital. Investing with a firm early in its lifecycle presents unique benefits in terms of alignment of interests and allows for us to develop a long-term partnership. We would encourage managers to reach out to us for consideration as potential partners.

Investment Team

Glasspockets

Glasspockets is a Candid initiative that champions philanthropic transparency. The Conrad N. Hilton Foundation has been a proud member since 2012.

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