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About the Commonfund Benchmarks Studies®

Each year, the Commonfund Institute conducts a comprehensive survey of financial, governance and policy practices at educational endowments, foundations and health care institutions. These surveys are published, with analytical and descriptive commentary, in a series called the Commonfund Benchmarks Studies^®. The results are made available to the nonprofit community as part of the Institute’s educational mission.

How to Order

To order a copy click on the following link cf_orders@cfund.org.

Educational Endowment Report 2009 (FY2008)

    - 629 Institutions

o        308 Private college and university endowments

o        159 Independent school endowments

o        55 Public educational endowments

o        107 State institution-related foundations (SIRF)

    - $262.8 billion in assets

o       49 institutions over $1 billion

o        37 institutions between $501 million - $1 billion

o        189 institutions between $101 - $500 million

o        92 institutions between $51 - $100 million

o        191 institutions between $10 – $50 million

o        71 institutions under $10 million

Topics covered:

o Performance - one, three, five years

o Asset Allocation and Rebalancing

o Spending

o Gifts

o Debt

o Resources, Management and Governance

Foundations Report 2009 (FY 2008)

    - 290 Institutions
             o 221 Independent/ Private Foundations
             o 69 Community Foundations

    - $131 billion in assets
        o        24 institutions over $1 billion
        o        23 institutions between $501 million - $1 billion
        o      149 institutions between $101 - $500 million
        o      71 institutions between $51 - $100 million

        Topics covered:

                                                o         Performance - one, three, five years
            o         Returns, Investment Objectives and Benchmarks
            o        Asset Allocation, Investment Policies, and Restrictions and Rebalancings

               o        Donor Stock
                    o        Fund Flows
                    o        Resources, Management and Governance

Operating Charities Report 2009 (FY 2008)**

- 3rd Annual Report exclusively for Operating Charities
o FY2004 - FY2006 operating charities were included together with charitable foundations

- $42.7 Billion in assets represented

    - 107 Participating Operating Charities
            o 41 Cultural
            o 45 Religious
            o 21 Social Service

Healthcare Institutions Report 2009 (FY 2008)

    -       143 Institutions

    -   $574 million average total investable assets
        o     27 institutions over $1 billion
        o     36 institutions between $501 million - $1 billion
     o     63 institutions between $101 million - $500 million
     o     17 institutions between $51 million - $100 million

    Topics covered:

        o  Sources of Revenue
                                       o  Asset Allocation and Rebalancing
                                       o  Debt
                                       o  Gifts & Donations
                                       o  Investment Policies, Restrictions and Issues
                                       o  Resources, Management and Governance Concerns

** Fiscal Year reporting data - Investment returns for all participating institutions are reported for the period ending December 31, 2007

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