Key facts

Reported value

USD 443.1 million

As of

May 31, 2025

Portfolio

Board-designated and donor-restricted endowment funds

Location

Peoria, IL

Data through FY2025

Balance reference

Endowment size and reporting scope

NACUBO lists Bradley University under the IL respondent location. Its USD 394.252 million figure measures assets at the survey-year close. It is separate from a year's fundraising receipts or authorized distributions. Restrictions attach to individual funds even when their investments share a pooled vehicle. The reported balance does not establish how much the organization can spend on operations. Survey scope and definitions

The official USD 443.095 million figure and the FY2025 survey's USD 394.252 million describe their respective dates and reporting categories. The official balance retains its stated label, endowment net assets. The audit and survey use different reporting categories. Official financial scope

Source: NACUBO · Data through FY2025

The FY2025 survey value for Bradley University is USD 394.252 million, compared with USD 390.258 million for FY2024. The USD 3.994 million movement is 1.02% of the earlier balance. It includes changes in investments as well as additions and distributions. NACUBO explicitly distinguishes this change in market value from an investment rate of return. FY2025 respondent values and definitions

The available history begins in FY2016 at USD 271.616 million and ends in FY2025 at USD 394.252 million. The change across those observations is USD 122.636 million. The smallest reported balance in the displayed series is USD 271.616 million in FY2016; the largest is USD 402.572 million in FY2021. The change in assets includes gifts and distributions as well as investment results. NACUBO historical workbook

Spending policy and payout

The audited endowment roll-forward records $50.379 million of assets for expenditure in FY2025. Of that amount, $45.319 million came from funds without donor restrictions and $5.060 million from donor-restricted funds. This annual appropriation is not represented as a permanent policy rate. Spending disclosure

Source: fdpclearinghouse.org · Data through FY2025

Distribution report

Distributions remain subject to each fund's donor restrictions. An appropriation authorizes support for those purposes; a beneficiary can use the cash in a later accounting period. Spending measures

Governance and investment office

Bradley's audit distinguishes Board-designated funds from original donor-restricted gifts and accumulated gains. It reports the endowment's changes by those restriction categories. Underwater fund disclosures and the university's spending judgments appear separately from its market-value composition. The statements are institution-authored financial reporting hosted in the FDP document clearinghouse. Investment governance

Federal excise tax on investment income

Public Law 119-21 changed Section 4968 for tax years beginning after December 31, 2025. Applicable private institutions must have at least 3,000 tuition-paying students in the preceding tax year, with more than half located in the United States, and student-adjusted endowment of at least $500,000. The rates are 1.4% from $500,000 through $750,000 per student, 4% above $750,000 through $2 million, and 8% above $2 million. Enacted law, Section 70415

An institution's tax tier requires its statutory asset base, eligible student count and related-organization treatment. The survey's closing market value does not supply that calculation. No institution-specific rate is assigned without an institutional disclosure. A campus's enrollment in a public fact sheet can differ from the daily-average, full-time-equivalent count required by the law.

Section 4968 uses statutory asset and student definitions, including related-organization rules.

FY2025 size-band comparison

The FY2025 survey value of USD 394.252 million places this respondent in the $250M to $500M band. The published band contains 102 respondents and USD 37.1 billion of aggregate assets. Its average five-year annualized net return is 10.0%, and its ten-year average is 7.6%. The size band uses the FY2025 NACUBO balance. NCSE size groups NCSE average net returns

Source: NACUBO · Data through FY2025

NCSE's allocation categories combine strategies with different liquidity and valuation practices. Its Alternatives group can include private capital, hedge funds and real assets. Matching that broad weight would not establish identical holdings. The displayed mix is a survey average, not this institution's target allocation. Published category weights are shown with an explicit rounding difference so the full bar totals 100%. NCSE allocation definitions

Public records and reporting dates

The ProPublica nonprofit API identifies the legal filer as Bradley University, EIN 370661494. Its available filing for the year ended May 31, 2023 reports total filer assets of USD 706.507 million, revenue of USD 223.759 million, expenses of USD 246.866 million. These are filer-wide amounts, which can include buildings, operating resources and other assets outside the endowment. The filing period is retained separately from the current investment disclosures. ProPublica structured filing data

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