Our Financials


Assets - As of June 30, 2021, the NIU Foundation’s total assets were $170.6 million, $99.3 million of which were endowment.

Endowment Market Value (dollars in millions)

  •  Beginning of Year: $74.3
  •  Gifts to Endowment: $4.2
  •  Investment Results, net of spending: $20.8
  •  End of year: $99.3

 Investment Return

  •  33.7% one year actual
  •  30.0% target weighted one year return
     
  • 10.4% annualized total over five years
  • 10.1% target weighted return over five years

 Endowment Returns Provided for Student Scholarships and Programs  

  • $2.6 million (2017-2018)
  • $2.9 million (2018-2019)
  • $3.0 million (2019-2020)
  • $3.1 million (2020-2021)
  • $2.7 million (2021-2022)

Investment Summaries

 

Impact Reports

 

Audit Reports

 

Frequently Asked Questions Answered by NIU Foundation Treasurer, Jack Tierney, '75, M.S.Ed., '78