In a continued effort to improve and simplify Stanford’s financial ecosystem, Financial Management Services has announced significant enhancements to the Endowment Income Fund Management report, formerly known as the Unused Funds Report. The Underwater Endowment Funds report is still available and has been separated into its own report, available here.

About the enhanced report

View from beneath a stone archway overlooking palm trees and the historic sandstone buildings of Stanford University, with a bright blue sky and scattered clouds above.

The Endowment Income Fund Management Report has been redesigned to identify awards with unused and accumulating balances. The report’s new name better reflects its expanded purpose, moving beyond the singular function of identifying unused funds to supporting the important task of monitoring reinvestment activity. This report will also detail when endowment income is being reinvested vs. spent. Finally, the report is now easier to locate in the Revenue and Fund Management (RFM) home page.

The report can answer the following specific business questions: 

  • Which of my endowment funds are underutilized; i.e., are building up large balances compared to annual payout?
  • How many years of payout does the balance contain? (based on the current annual payout)
  • In what fiscal year was the last expense or transfer out?
  • How much has been expended or transferred out from the fund in the current and prior fiscal year?
  • How much income was reinvested into the endowment for the current and prior fiscal year? (how much was per donor vs department)
  • What are my endowment payout amounts and anticipated payout amounts?

Resources

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