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

• November 2020
• October 2020
• September 2020

Impact Reports

Audit Reports

For more information about NIU Foundation Impact reports, contact us at 815-753-1913 or niufoundation@niu.edu.