Key Takeaways
- • Indiana University Foundation's long-term investment pool generated a net return of 10.2% for the fiscal year ended June 30, 2025, outperforming the broader higher education endowment peer average of 10-year annualized returns of 7.7% reported in the 2025 NACUBO-Commonfund Study of Endowments.
- • The 10.2% return demonstrates strong disciplined investment strategy execution during fiscal year 2025, positioning the foundation's endowment to support sustained distributions and long-term institutional funding objectives.
- • Indiana University Foundation maintains a substantial asset base with net assets of approximately $3.86 billion as of June 2025, supported by robust gift inflows totaling $46.9 million during the fiscal year.
- • The foundation's investment performance contributed to net income of $96.7 million against total expenses of $501.9 million for the fiscal year, reflecting effective capital deployment across the long-term portfolio.
Summary
Indiana University Foundation reported a 10.2% net return on its long-term investment pool for the fiscal year ended June 30, 2025, according to Pensions & Investments. This performance reflects disciplined portfolio management during a period of market volatility and represents competitive results relative to peer institutional endowments.
The foundation's 10.2% return positions IU favorably within the broader higher education endowment landscape. According to the 2025 NACUBO-Commonfund Study of Endowments, which surveyed 657 U.S. colleges, universities, and affiliated foundations, participants reported a 10-year average annual return of 7.7% in fiscal year 2025—an improvement from 6.8% in the prior year. IU's single-year performance outpaces this peer benchmark, indicating effective tactical allocation and investment selection.
The foundation supported its institutional mission with substantial financial resources during the period. As of June 2025, Indiana University Foundation held net assets of approximately $3.86 billion, underpinned by $598.7 million in total revenue and supplemented by gift inflows of $46.9 million during fiscal year 2025. Total expenses reached $501.9 million, generating net income of $96.7 million for the period.
The Indiana University Foundation's investment strategy emphasizes long-term capital preservation and growth to sustain distributions that support university operations, research, and student support across all IU campuses and academic units. The foundation's role encompasses maximizing private philanthropic support while providing advancement leadership and fundraising services across the institution, making investment performance directly material to its ability to fulfill these objectives.
The foundation's 10.2% return positions IU favorably within the broader higher education endowment landscape. According to the 2025 NACUBO-Commonfund Study of Endowments, which surveyed 657 U.S. colleges, universities, and affiliated foundations, participants reported a 10-year average annual return of 7.7% in fiscal year 2025—an improvement from 6.8% in the prior year. IU's single-year performance outpaces this peer benchmark, indicating effective tactical allocation and investment selection.
The foundation supported its institutional mission with substantial financial resources during the period. As of June 2025, Indiana University Foundation held net assets of approximately $3.86 billion, underpinned by $598.7 million in total revenue and supplemented by gift inflows of $46.9 million during fiscal year 2025. Total expenses reached $501.9 million, generating net income of $96.7 million for the period.
The Indiana University Foundation's investment strategy emphasizes long-term capital preservation and growth to sustain distributions that support university operations, research, and student support across all IU campuses and academic units. The foundation's role encompasses maximizing private philanthropic support while providing advancement leadership and fundraising services across the institution, making investment performance directly material to its ability to fulfill these objectives.
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