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Endowment vs. Fixed Income Yield
The pooled endowment yield rises with its market value.
Over time, the pooled endowment yielded $23,540.64 more
than the fixed yield instrument - a 39.23% advantage.
Fiscal
Year |
$100,000
Endowment Yield |
$100,000
5% Fixed Instrument Yield |
FY'89 |
3,416.16 |
5,000.00 |
FY'90 |
4,347.84 |
5,000.00 |
FY'91 |
4,968.96 |
5,000.00 |
FY'92 |
4,968.96 |
5,000.00 |
FY'93 |
5,590.08 |
5,000.00 |
FY'94 |
6,211.20 |
5,000.00 |
FY'95 |
7,142.88 |
5,000.00 |
FY'96 |
7,142.88 |
5,000.00 |
FY'97 |
8,074.56 |
5,000.00 |
FY'98 |
9,316.80 |
5,000.00 |
FY'99 |
10,559.04 |
5,000.00 |
FY'00 |
11,801.28 |
5,000.00 |
TOTALS |
$83,540.64 |
$60,000.00 |
A
gift to the pooled endowment begins to generate income
in the first full quarter following receipt of the gift.
In the first year the endowment generated income for three
of four fiscal quarters.
Endowment
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