Endowment Summary (W087)
| Fiscal Year | Market Value | Book Value | Gifts to Endowment | Endowment Spending | Endowment Spending as a Pct of Operating Expenditures |
|---|---|---|---|---|---|
| 2023 | 40,504 | NA | 291.9 | 1,752 | 35.5% |
| 2022 | 41,122 | NA | 301.4 | 1,568 | 34.5% |
| 2021 | 41,913 | NA | 636.1 | 1,513 | 36.0% |
| 2020 | 30,957 | NA | 331.7 | 1,438 | 35.6% |
| 2019 | 30,295 | NA | 381.2 | 1,355 | 35.3% |
| 2018 | 29,445 | NA | 138.0 | 1,282 | 35.4% |
| 2017 | 27,217 | NA | 204.2 | 1,226 | 35.2% |
| 2016 | 25,413 | NA | 182.2 | 1,154 | 34.0% |
| 2015 | 25,543 | NA | 117.4 | 1,083 | 34.0% |
| 2014 | 23,858 | NA | 131.4 | 1,042 | 34.0% |
| 2013 | 20,709 | NA | 147.0 | 1,019 | 34.0% |
| 2012 | 19,264 | NA | 137.7 | 992 | 35.2% |
| 2011 | 19,174 | NA | 303.4 | 983 | 36.6% |
| 2010 | 16,504 | NA | 84.9 | 1,105 | 43.0% |
| 2009 | 16,104 | NA | 166.1 | 1,163 | 47.0% |
| 2008 | 22,686 | NA | 232.4 | 850 | 37.0% |
| 2007 | 22,365 | NA | 219.7 | 684 | 32.0% |
| 2006 | 17,949 | NA | 168.5 | 616 | 31.0% |
| 2005 | 15,091 | NA | 259.7 | 567 | 32.0% |
| 2004 | 12,741 | NA | 114.2 | 502 | 30.0% |
| 2003 | 11,049 | NA | 92.7 | 470 | 30.0% |
| 2002 | 10,523 | NA | 100.4 | 415 | 29.0% |
| 2001 | 10,733 | NA | 100.4 | 338 | 25.0% |
| 2000 | 10,085 | NA | 162.1 | 280 | 22.2% |
| 1999 | 7,180 | 6,072.9 | 59.5 | 253 | 22.0% |
| 1998 | 6,598 | 5,707.8 | 74.8 | 218 | 20.1% |
| 1997 | 5,759 | 4,617.6 | 47.0 | 188 | 18.9% |
| 1996 | 4,861 | 3,997.2 | 52.3 | 166 | 17.8% |
| 1995 | 3,982 | 3,451.2 | 54.2 | 146 | 16.2% |
| 1994 | 3,549 | 3,164.3 | 56.0 | 132 | 14.6% |
| 1993 | 3,244 | 2,886.6 | 34.2 | 119 | 14.0% |
| 1992 | 2,846 | 2,636.5 | 20.5 | 104 | 13.0% |
| 1991 | 2,591 | 2,399.0 | 45.6 | 95 | 12.6% |
| 1990 | 2,585 | 2,258.4 | 34.2 | 84 | 12.1% |
| 1989 | 2,342 | 2,019.1 | 26.8 | 77 | 12.0% |
| 1987 | 2,111 | 1,473.3 | 35.6 | 57 | 10.9% |
| 1986 | 1,751 | 1,204.4 | 32.7 | 49 | 10.2% |
| 1985 | 1,319 | 1,056.1 | 22.0 | 45 | 10.2% |
| 1984 | 1,069 | 964.5 | 18.9 | 40 | 9.8% |
| 1983 | 1,098 | 874.9 | 14.1 | 39 | 10.5% |
| 1982 | 747 | 752.6 | 21.2 | 36 | 10.7% |
| 1981 | 799 | 699.3 | 20.2 | 34 | 11.4% |
| 1980 | 676 | 612.9 | 22.8 | 33 | 12.4% |
| 1979 | 585 | 554.7 | 28.9 | 33 | 14.1% |
| 1978 | 545 | 552.5 | 22.8 | 32 | 15.0% |
| 1977 | 563 | 556.5 | 15.2 | 32 | 15.6% |
| 1976 | 568 | 535.5 | 17.5 | 32 | 16.8% |
| 1975 | 518 | 511.3 | 7.6 | 33 | 19.2% |
| 1974 | 461 | 532.5 | 23.9 | 32 | 20.6% |
| 1973 | 517 | 561.0 | 10.9 | 31 | 21.8% |
| 1972 | 595 | 542.9 | 22.4 | 30 | 22.0% |
| 1971 | 547 | 534.3 | 27.0 | 31 | 23.9% |
| 1970 | 419 | 495.7 | 13.0 | 31 | 24.7% |
| 1969 | 522 | 509.7 | 12.9 | 25 | 22.2% |
| 1968 | 546 | 476.1 | 8.4 | 23 | 23.1% |
Notes:
When numbers were adjusted in original reports from which these data were collected, the adjusted figures are shown here. "NA" indicates that data were not available for those given years.
Revised (6/14/11): "Gifts to Endowment" figures for 1995 through 2000 were revised to correctly reflect financial capital contributions (i.e., gifts to endowment), as opposed to endowment pledge receivable balances, which had been erroneously reported in this category.
2020 market value has been restated due to prior year financial statement reclassifications related to liabilities associated with investments.
Source:
Yale University Annual Reports, Reports of the Treasurer, Yale Investments Office Reports.
OIR W087
Finance Endowment Summary
Last updated: 2/15/2024