sep192014_0025.001-300x200Our Financials


Assets - As of June 30, 2017, the NIU Foundation’s total assets were $133 million, $74.7 million of which were endowment.

Endowment Market Value (dollars in millions)

  •  Beginning of Year: $66.5
  •  Gifts to Endowment: $2.3
  •  Investment Results, net of spending: $5.9
  •  End of year: $74.7

 Investment Return

  •  14.1% annualized total over one year
  •  11.8% target weighted return over one year
     
  • 8.3% annualized total over five years
  • 7.7% 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)

Investment Summary – April 2018