# Yale University Endowment

Yale University Endowment is an Endowment / Foundation based in New Haven, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** New Haven, United States
- **Region:** North America
- **Address:** New Haven, CT, United States
- **Founded:** 1718
- **Assets under management:** $44.1B (June 30, 2025)
- **Website:** investments.yale.edu
- **LinkedIn:** https://www.linkedin.com/company/yale-investments-office

## Regulatory record

- **Reports private funds:** No

## About

The Yale University Endowment, managed by the Yale Investments Office, is a perpetual investment vehicle supporting the university's mission of education, research, and innovation. Established in 1718 with an initial gift from Elihu Yale, it comprises thousands of funds, approximately 75% restricted by donors. As of June 30, 2025, the endowment was valued at $44.1 billion following an 11.1% net investment return that generated $4.5 billion in gains (per YaleNews official release, Oct 24 2025). After distributing $2.1 billion to the operating budget—representing more than one-third of Yale's revenue and 60% of Yale College's budget—the net value rose from the prior year (per same primary release and FY2024-2025 Financial Report). Over the decade ending June 30, 2025, it returned 9.4% annualized, outperforming peer medians and a 70/30 portfolio (per YaleNews). The office employs a long-term, partnership-driven 'Yale Model' emphasizing alternatives, diversification, and disciplined spending targeting sustainable 5.25% of value annually. Oversight is provided by the Investment Committee including university leadership. The endowment enables need-blind admissions, faculty support, research, and New Haven contributions while preserving capital for perpetuity (per investments.yale.edu and official financial disclosures).

## Sectors

- Venture Capital
- Private Equity
- Real Estate
- Natural Resources
- Absolute Return
- Foreign Equity
- Domestic Equity
- Leveraged Buyouts
- Energy
- Timberland

## People

- Matthew S. T. Mendelsohn — Chief Investment Officer
- Alex Hetherington — Managing Director
- Amy Chivetta — Managing Director
- Maurie McInnis — President, Yale University (Investment Committee)
- Joshua Bekenstein — Investment Committee Member
- Caroline O'Connor — Chief of Staff

## Questions

### What is the most recent reported value of the Yale University Endowment?

The endowment was valued at $44.1 billion as of June 30, 2025, after an 11.1% net return and $2.1 billion in distributions (per official YaleNews release dated October 24, 2025).

### Who currently leads the management of the Yale Endowment?

Matthew S. T. Mendelsohn serves as Chief Investment Officer of the Yale Investments Office, having assumed the role in 2021 (per investments.yale.edu/people and Yale leadership pages).

### How much did the endowment contribute to Yale's operating budget in fiscal 2025?

The endowment distributed $2.1 billion to the operating budget in the year ending June 30, 2025, providing more than one-third of total university operating revenue (per YaleNews and Financial Report 2024-2025).

### What is the long-term investment performance of the Yale Endowment?

Over the decade ending June 30, 2025, the endowment returned 9.4% per annum net of fees, exceeding the median for college and university endowments by approximately 1.4% and a typical 70/30 stock-bond portfolio by 2.2% (per official YaleNews release).

### When was the Yale Endowment established and what is its primary purpose?

Established in 1718, the endowment is a collection of thousands of funds managed to provide perpetual support for Yale's mission, including financial aid, research, faculty, and operations through disciplined long-term investing and sustainable spending (per investments.yale.edu/the-endowment).

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Last updated: 2026-07-17T22:52:47.000Z

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