Endowment Information

A variety of endowment-related information can be obtained from the Endowment Pool collection of reports at DataND. The collection currently contains five reports:

• Fund Balances
• Quarterly Fund Balance Changes
• Endowment Payout by Fund Class
• Trends
• Trends by Fund Class

Please note: NetID required to access DataND and its reports.

Each report includes a description of the information within the report, sample questions that the report can be used to answer, and tips for filtering and downloading information.

Guide to Forecasting Endowment Payout

The Guide To Forecasting Endowment Payout provides tips on how to determine the payout a fund will generate and helpful background information on how endowment funds work. 

Endowment Payout Rates

The Payout Rates provide current and historical per-unit payout rates, year-over-year payout growth targets and estimated erosion percentages in a Google Sheet.

Managing Endowed Funds

Request a change to a restriction, ask for clarification of a restriction, or ask other questions about the restriction on an endowed fund with the Endowed Funds Restriction Requests and Inquiries form.

To initiate a request for a name change affecting endowed-named positions, please submit a Named Positions Request form.