Our Financials
Assets - As of June 30, 2022, the NIU Foundation’s total assets were $169.3 million, $89.7 million of which were endowment.
Endowment Market Value (dollars in millions)
- Beginning of Year: $99.3
- Gifts to Endowment: $2.0
- Investment Results and allocation for spending: $11.6
- End of year: $89.7
Investment Return
- -7.2% one year actual
- -8.6% target weighted one year return
- 6% annualized total over five years
- 6% 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)
- $3.4 million (2022-2023)
Investment Summaries
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
Frequently Asked Questions Answered by NIU Foundation Treasurer, Jack Tierney, '75, M.S.Ed., '78
