sep192014_0025.001-300x200Our Financials


Assets - As of June 30, 2016, the NIU Foundation’s total assets were $122.6 million, $66.5 million of which were endowment.

Endowment Market Value (dollars in millions)

  •  Beginning of Year: $71.1
  •  Gifts to Endowment: $2.3
  •  Investment Results, net of spending: ($6.9)
  •  End of year: $66.5

 Investment Return

  •  -5.0% annualized total over one year
  •  -1.8% target weighted return over one year
  •  8.0% long-term target return
  • 5.1 % annualized total over three years
  • 4.8% target weighted return over three years
  • 8.0% long-term target return
  • 5.1 % annualized total over five years
  • 5.0 % target weighted return over five years
  • 8.0% long-term target return

 Endowment Returns Provided for Student Scholarships and Programs

  •   $2.2 million (2014-2015)
  •   $2.5 million (2015-2016)
  •   $2.7 million (2016-2017)

Investment Summary – January 2017