ENDOWMENT GROWTH As of June 30, 2023, the NSU Foundation’s pooled endowment had a value of over $49.2 million, an increase of almost 60% over the past six fiscal years. Graph to the right shows the historical market values for the most recent fiscal years. ENDOWMENT DISTRIBUTIONS Although individual endowments are combined into one investment pool, each individual endowment is tracked and accounted for separately. Annual returns in excess of the payout and annual 1.95% administrative fee are reinvested for each individual endowment as protection from inflationary erosion and to provide for future payouts in years with lower market returns. Graph to the right represents endowment expenditures for each year ending June 30. FY 2023 $2,196,249 FY 2018 $1,569,113 FY 2019 $1,535,311 FY 2020 $1,865,799 FY 2021 $1,887,996 FY 2022 $2,050,597 $1M $1.2M $1.4M $1.6M $1.8M $2M $2.2M $10M $15M $20M $25M $30M $35M $40M $50M $45M FY 2023 $49,215,371 FY 2018 $30,771,230 FY 2019 $31,714,535 FY 2020 $31,232,627 FY 2021 $37,554,641 FY 2022 $36,271,673 Fiscal Year (July 1 – June 30) $ ASSET ALLOCATION Alternative Investments Fixed Income Investments Equity Investments 63.70% 22.10% 14.20%
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