sep192014_0025.001-300x200Our Financials


Assets - As of June 30, 2018, the NIU Foundation’s total assets were $138 million, $79.2 million of which were endowment.

Endowment Market Value (dollars in millions)

  •  Beginning of Year: $74.7
  •  Gifts to Endowment: $2.4
  •  Investment Results, net of spending: $2.1
  •  End of year: $79.2

 Investment Return

  •  7.8 % annualized total over one year
  •  7.6% target weighted return over one year
     
  • 7.5% annualized total over five years
  • 6.9% 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)

Investment Summary - October 2018