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
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
Frequently Asked Questions Answered by NIU Foundation Treasurer, Jack Tierney, '75, M.S.Ed., '78
