Our Financials
Assets - As of June 30, 2023, the NIU Foundation’s total assets were $185.1 million, $99.8 million of which were endowment assets.
Endowment Market Value (dollars in millions)
- Beginning of Year: $93.1
- Spending: -$3.4
- Gifts to Endowment: $4.7
- Investment Results and allocation for spending: $5.4
- End of year: $99.8
Investment Return
- 7.8% one-year actual
- 8.6% target weighted one-year return
- 5.9% annualized total over five years
- 6.1% 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)
- $3.4 million (2022-2023)
Investment Summaries
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
Frequently Asked Questions Answered by NIU Foundation Treasurer, Jack Tierney, '75, M.S.Ed., '78