How much will the endowment payout decline in future years?
The endowment payout formula smoothes out short-term fluctuations in endowment value to provide a more stable stream of income to support Institute operations, but sustained declines (and increases) in market value will be reflected in distributions over a few years. The future is just too uncertain to answer a question like this one with any reliability.
Related Questions
- What effect does the target distribution (spending) rate have on the amount of the distribution (the dollar payout) paid to the endowment beneficiaries in the long term?
- Does Helios Education Foundation engage in fundraising to ensure the future of the endowment?
- How is an endowment payout amount established?
