Commonfund Benchmark Studies

About the Commonfund Benchmarks Studies^®

Each year, the Commonfund Institute conducts a comprehensive survey of financial, governance and policy practices at educational, foundations, operating charities 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 308 Private college and university endowments 159 Independent school endowments 55 Public educational endowments 107 State institution-related foundations (SIRF) $262.8 billion in assets 49 institutions over $1 billion 37 institutions between $501 million - $1 billion 189 institutions between $101 - $500 million 92 institutions between $51 - $100 million 191 institutions between $10 – $50 million 71 institutions under $10 million Topics covered: Performance - one, three, five and ten years Asset Allocation and Rebalancing Spending Gifts Debt Resources, Management and Governance
Foundations Report 2009 (FY 2008)
290 Institutions 221 Independent/ Private Foundations 69 Community Foundations $131 billion in assets 24 institutions over $1 billion 23 institutions between $501 million - $1 billion 149 institutions between $101 - $500 million 71 institutions between $51 - $100 million Topics covered: Performance - one, three and five years Returns, Investment Objectives and Benchmarks Asset Allocation, Investment Policies and Restrictions and Rebalancings Donor Stock Fund Flows Resources, Management and Governance
Operating Charities Report 2009 (FY 2008)**
3rd Annual Report exclusively for Operating Charities FY2004 - FY2006 operating charities were included together with charitable foundations $42.7 Billion in assets represented 107 Participating Operating Charities 41 Cultural 45 Religious 21 Social Service
Healthcare Institutions Report 2008 (FY 2007)
179 Institutions 754 million average total investable assets 46 institutions over $1 billion 40 institutions between $501 million - $1 billion 79 institutions between $101 million - $500 million 14 institutions between $51 million - $100 million Topics covered: Sources of Revenue Asset Allocation and Rebalancing Debt Gifts & Donations Investment Policies, Restrictions and Issues Resources, Management and Governance Concerns

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