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California State University, Long Beach
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Table 5.7: Endowment Values and Performance

Year Market Value of Endowment Market Value of Quasi-Endowment Market Value End of Year Yield Current Fund Income from Endowment Net Transfers In/Out of Endowment Total Annual Return on Investments
2002-03 $18,262,681 8.94% $16,629,520 $564,317 ($2,127,846) $119,821 ($475,381)
2003-04 $20,532,933 6.65% $19,168,158 $464,044 $3,587,451 $3,571,590 $3,953,514
2004-05 $24,994,895 4.20% $23,945,234 $669,863 $506,667 $4,006,214 $1,785,211
2005-06 $30,340,575 2.35% $29,627,041 $716,038 $4,728,859 $1,219,822 $2,893,013
2006-07* $36,072,453 8.03% $33,174,871 $937,884 $2,534,165 ($501,184) $4,958,025

Include the institution’s definition of endowment and quasi-endowment, the endowment spending policy, and any changes made to the policy during the 5-year period.

  * Most recent fiscal year for which audited financial statements are available