Our Financials
Assets - As of June 30, 2021, the NIU Foundation’s total assets were $170.6 million, $99.3 million of which were endowment.
Endowment Market Value (dollars in millions)
- Beginning of Year: $74.3
- Gifts to Endowment: $4.2
- Investment Results, net of spending: $20.8
- End of year: $99.3
Investment Return
- 33.7% one year actual
- 30.0% target weighted one year return
- 10.4% annualized total over five years
- 10.1% 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)
Investment Summaries
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
Frequently Asked Questions Answered by NIU Foundation Treasurer, Jack Tierney, '75, M.S.Ed., '78
