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

 

Impact Reports

 

Audit Reports

 

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