Our Financials


Assets - As of June 30, 2020, the NIU Foundation’s total assets were $135 million, $75.9 million of which were endowment.

 

Endowment Market Value (dollars in millions)

  •  Beginning of Year: $80.1
  •  Gifts to Endowment: $1.5
  •  Investment Results, net of spending: ($5.7)
  •  End of year: $75.9

 Investment Return

  •  -5.0% annualized total over one year
  •  -2.0% target weighted return over one year
     
  • 3.0% annualized total over five years
  • 3.9% target weighted return over five years

 Endowment Returns Provided for Student Scholarships and Programs

  •   $2.5 million (2015-2016)
  •   $2.7 million (2016-2017)
  •   $2.6 million (2017-2018)
  •   $2.9 million (2018-2019)
  •   $3.0 million (2019-2020)

Investment Summaries

 

Impact Reports

 

Audit Reports

 

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