Endowments Spendable Estimates

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The Board of Trustees has set the endowment spending policy at 4.75% of a 20 quarter rolling market average, including .25% allocated to an administrative fee. The numbers provided are ESTIMATES of amounts that will be disbursed by July accounting month end . Please keep in mind these amounts are ESTIMATES and the actual amount disbursed to the spendable accounts could be much different than the estimate. Departments will be responsible for any fiscal year end deficits in their accounts due to overspending.

Please contact Kylie Bos at 774-7386 if you have questions about the estimates or if there is an account listed as no disbursement and you feel it should be disbursed.

The spendable estimates are compiled into a PDF for viewing via the link below beginning in February.

Endowments Spenda​ble Estimates​​​​​  (PDF will be available in February)


(last updated 11-8-2019)