Our Financials


Assets - As of June 30, 2024, the NIU Foundation’s total assets were $183.6 million, $113.6 million of which were endowment assets.

 

Endowment Market Value (dollars in millions)

  • Beginning of Year: $99.8
  • Spending: -$3.4
  • Gifts to Endowment: $4.2
  • Reinvestments: $3.1
  • Investment Results: $9.9
  •  End of year: $113.6

 Investment Return

  • 11.7% one-year actual
  • 11.4% target weighted one-year return
  • 7.4% annualized total over five years
  • 7.7% target weighted return over five years

 Endowment Returns Provided for Student Scholarships and Programs  

  • $2.7 million (2020-2021)
  • $3.4 million (2021-2022)
  • $3.4 million (2022-2023)
  • $3.4 million (2023-2024)

Investment Summaries

 

Impact Reports

 

Audit Reports

 

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