All A B C E F G I L M O P S T U
Report Subprocess Sample Business Questions
U Unused and Underwater Endowment Funds Dashboard

Revenue and Fund Management Reporting (RFM) dashboard

Review awards that are unused and/or market value is less than the book value

  • Which of my endowment funds are underwater?
  • Which of my endowment funds are underutilized; i.e., are building up large balances compared to annual payout?
  • What are my endowment payout amounts and anticipated payout amounts?
  • Which of my endowments no longer have any payouts?
  • What is the ending book value and ending market value of my endowment?