Latest Endowment & Investment Accounting News

Endowment Projections for Q1 FY 2011

The ending quarter endowment pool unit market value for September 30, 2010, is $192.86 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FBS News. All other factors in the instructions … Continue reading

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Do NOT Miss these Training Workshops!

Financial & Business Services is offering the following upcoming workshops: Endowments 101: Thursday, November 11, 2010 at 10:00 am Internal Controls: Wednesday, November 17, 2010 at 2:00 pm And our brand new course – Independent Contractor Workshop: Friday, December 3, … Continue reading

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Endowment Projections – Q4 FY 2010

The ending quarter endowment pool unit market value for June 30, 2010, is $181.66 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FBS News. All other factors in the instructions … Continue reading

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Endowment Projections – Q3 FY 2010

The ending quarter endowment pool unit market value for March 31, 2010, is $191.97 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FBS News. All other factors in the instructions … Continue reading

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Endowment Projections – Q2 FY 2010

The ending quarter endowment pool unit market value for December 31, 2009, is $190.12 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FBS News. All other factors in the instructions … Continue reading

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Endowment Distributions

For your information…the deans and vice presidents are meeting this month to discuss the current endowment payout rate. If you’ll recall, the rate was reduced due to extraordinary market conditions present a year ago. The upcoming discussion could, but might … Continue reading

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Don’t miss Endowments 101!

Our next run of Endowments 101 is scheduled for 2:00 p.m. on Wednesday, May 20 in OSH 175. We’ve updated the material to include information about the donor endowment reporting project. To register, click here. If you have any questions,

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Endowment Payout Rate For Fiscal Year 2010

On April 10, 2009, Vice President Combe sent a memo to the Deans advising them that the Endowment Payout Rate for Fiscal Year 2010 will remain at 3%. A copy of the memo is posted to various FBS websites. If … Continue reading

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Endowment Projections

Financial and Business Services is pleased to offer colleges and departments updated instructions on the two methods for estimating the amount of endowment income expected during the next fiscal year. The necessary factors for doing the calculations will be provided … Continue reading

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Endowment Pool Update

This morning, January 9, 2009, Vice President Combe sent an email to the President, Vice Presidents, and Deans informing them that the December 31, 2008 endowment distribution would be reduced from 4% of the trailing 12 quarter average unit market … Continue reading

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