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About the NACUBO - Commonfund Study of Endowments and the Commonfund Benchmarks Studies®

 

 

In 2009, the National Association of College and University Business Officers (NACUBO) and Commonfund Institute combined their respective endowment studies to create the NACUBO-Commonfund Study of Endowments (NCSE).  The Commonfund Institute also conducts its own comprehensive Benchmarks Study surveys of financial, governance and policy practices at foundations, operating charities and health care institutions.  The results of the NCSE and the Benchmarks Studies 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.


 

NACUBO - Commonfund Study of Endowments (NCSE) 2014 (FY2014)  
  • 832 Institutions
    • 530 Private college and university endowments
    • 78 Public educational endowments
    • 170 Institution-related foundations (IRF)
    • 54 Combined public endowments/foundations Combined public endowments/foundations
  • $516.0 billion in assets
    • 91 institutions over $1 billion institutions over $1 billion
    • 77 institutions between $501 million - $1 billion  institutions between $501 million - $1 billion
    • 262 institutions between $101 - $500 million
    • 168 institutions between $51 - $100 million institutions between $51 - $100 million
    • 125 institutions between $25 – $50 million
    • 109 institutions under $25 million
  • Topics covered: 
    • Returns and Investment Objectives
    • Asset Allocation and Rebalancing
    • Investment Policies
    • Social Investing
    • Spending
    • Gifts
    • Debt
    • Fund Flows
    • Resources Management Governance

Council on Foundations-Commonfund Study of Private Foundations FY13 (FY2013)**   
  • 153 Institutions
    • 103 Independent/ Private Foundations
    • 50 Family Foundations    
  • $94.1 billion in assets
    • 26 institutions over $500 million
    • 83 institutions between $101 - $500 million
    • 44 institutions under $101 million
  • Topics covered:
    • Performance - one, three, five and ten years
    • Returns and Investment Objectives
    • Asset Allocation, Investment Policies and Restrictions and Rebalancing
    • Debt
    • Fund Flows
    • Resources, Management and Governance

Operating Charities Report FY13 (FY 2013)**


  • 10th Annual Report exclusively for Operating Charitiesth Annual Report exclusively for Operating Charities
    • FY2004 - FY2006 operating charities were included together with charitable foundations 
  • 60 Participating Operating Charities
    • 23 Cultural
    • 19 Religious
    • 18 Social Service
  • $24.3 billion in assets 
  • Topics covered:
    • Performance - one, three, five and ten years
    • Returns and Investment Objectives
    • Asset Allocation, Investment Policies and Restrictions and Rebalancing
    • Debt
    • Donor Stock
    • Fund Flows
    • Resources, Management and Governance
       

Healthcare Institutions Report 2013 (FY 2013)**
  • 30 Institutions Institutions
  • $35.1 billion in aggregate investable assets | $49.5 billion in DB Plan assets
    • 19 institutions over $500 million
    • 11 institutions under $500 million
  • Topics covered:
    • Performance - one, three and five years
    • Asset Allocation and Rebalancing
    • Debt
    • Gifts & Donations
    • Resources, Management and Governance

 

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