Financial Data

As of April 30 2016:

  • All-time GSEF expenditures total $1,195,252 of direct benefits to graduate students plus $43,348 of administrative costs
  • GSEF has $1,821,626 in its Endowment Fund (to build interest), of which $393,175 is interest income
  • GSEF also has $100,779 in the Trust Fund (for short-term spending)
  • Below is a summary; for full details, click here.
Trust (“Income fund” in constitution) Endowment (“Capital” in const.)
Donation Income Expenses Year-end Balance Donation Income Interest Income Year-end Balance
’02-03 $40,577 $0 $40,577 $41,083 $0 $127,497
’03-04 $59,722 $20,128 $80,171 $59,878 $3,071 $190,446
’04-05 $63,091 $8,251 $135,011 $62,629 $15,051 $268,126
’05-06 $62,580 $34,235 $163,356 $62,580 $18,596 $349,302
’06-07 $68,920 $44,186 $188,089 $68,940 $17,163 $435,404
’07-08 $82,580 $67,084 $203,585 $82,600 $26,317 $544,322
’08-09 $94,210 $89,977 $207,818 $94,210 $9,035 $647,566
’09-10 $99,350 $108,412 $198,756 $99,350 $22,489 $769,405
’10-11 $104,930 $141,841 $161,845 $104,970 $16,671 $891,047
’11-12 $114,180 $139,620 $136,404 $114,180 $33,003 $1,038,230
’12-13 $130,030 $135,246 $131,189 $130,030 $47,214 $1,215,474
“13-14 $134,970 $140,104 $126,055 $134,970 $47,136 $1,397,580
14-15 $141,100 $141,770 $125,384 $141,100 $96,351 $1,635,031
15-16 $143,140 $167,745 $100,779 $143,140 $43,455 $1,821,626
Total $1,339,380 $1,238,600 $1,339,600 $393,175

How are the GSEF funds invested?

The GSEF endowment funds are pooled with the funds of all other UW endowments, and they are all invested and managed by the University.
Graduate Studies Endowment Fund • email:
web: http://www.gsef.uwaterloo.ca