Investment Returns and Distribution Policies of NonProfit Endowment Funds

December 31, 2018

We present the first estimates of investment returns and distribution rates for U.S. non-profit endowment funds, based on a comprehensive sample of more than 28,000 organizations drawn from Internal Revenue Service filings for 2009- 2016. Endowments badly underperform market benchmarks, with mean annual returns 3.86 percentage points below a 60-40 mix of U.S. equity and Treasury bond indexes, and statistically significant alphas of -1.01% per year.

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Philanthropy New Zealand

Philanthropy New Zealand is a membership organisation that provides thought leadership and practical help for everyone with an interest in giving to make the world a better place. Our vision is for a thoughtfully generous Aotearoa/New Zealand. Our purpose is to promote effective philanthropy and grantmaking by supporting our members, and providing leadership and a facilitative environment.

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Spotlight

Philanthropy New Zealand

Philanthropy New Zealand is a membership organisation that provides thought leadership and practical help for everyone with an interest in giving to make the world a better place. Our vision is for a thoughtfully generous Aotearoa/New Zealand. Our purpose is to promote effective philanthropy and grantmaking by supporting our members, and providing leadership and a facilitative environment.

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