Endowment Performance

Of all forms of private giving, endowments offer perhaps the most influential of investments in higher education—providing both immediate and continuing impact on the University.

The permanent financial foundations created by endowed funds build self-renewing, living legacies that span generations. A strong endowment also increases the University’s ability to more readily predict one of its revenue streams.

The UI Foundation manages many endowment funds that collectively produce earnings used to support designated University programs, faculty, and students in perpetuity across our three campuses in Urbana-Champaign, Chicago, and Springfield.


UIF/UI Endowment Values (FY 2016)


Total UIF/UI Combined Endowment: $3.2 B
 
$
%
Active Endowment
2.29 B
70.9
Revocable Deferred Gifts
802.2 M
24.8
Irrevocable Deferred Gifts
138.8 M
4.3


Total UIF/UI Combined Active Endowment: $2.29 B
UIF Active Endowment
$1.55 B
UI Active Endowment
$741.4 M

Foundation Endowment Reports

Active Endowment Pool Quarterly Reports
One-sheet reports on the quarterly performance of the Foundation’s active endowment pool.

2016, Quarter 4  |   2016, Quarter 3  |   2016, Quarter 2  |   2016, Quarter 1



Annual Endowment Report (FY 2016)



A long form report that includes a detailed market/economic review, fiscal year performance on the Foundation’s active endowment, and details on performance attribution and the policy portfolio.