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College of Saint Benedict: endowment and investment office
College of Saint Benedict reports USD 157.2 million in endowment net assets for June 30, 2025. Balance source
The College of Saint Benedict's FY2025 audit reports $157.168459 million of endowment net assets. That amount includes $12.354271 million without donor restrictions and $144.814188 million with donor restrictions. The college reports its own endowed assets separately from Saint John's University despite their shared academic arrangements. Official report
Key facts
- Reported value
- USD 157.2 million
- As of
- June 30, 2025
- Portfolio
- Endowment net assets
- Location
- Saint Joseph, MN
Endowment size and reporting scope
For College of Saint Benedict, the FY2025 survey records assets of USD 157.168 million. This is a closing asset balance. New gifts, investment results and distributions can all change it during the year. The respondent may hold endowed funds directly or through an affiliated organization. Restrictions attached to those funds continue to govern their use after they are invested together. Total institutional assets can also include buildings and operating resources. Survey scope and definitions
| Fiscal year | Survey endowment, USD millions |
|---|---|
| FY2016 | 60.290 |
| FY2017 | 72.144 |
| FY2018 | 78.105 |
| FY2019 | 83.506 |
| FY2020 | 86.715 |
| FY2021 | 111.096 |
| FY2022 | 102.990 |
| FY2023 | 118.034 |
| FY2024 | 130.579 |
| FY2025 | 157.168 |
The FY2025 survey value for College of Saint Benedict is USD 157.168 million, compared with USD 130.579 million for FY2024. The USD 26.589 million movement is 20.36% 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 60.290 million and ends in FY2025 at USD 157.168 million. The change across those observations is USD 96.878 million. The smallest reported balance in the displayed series is USD 60.290 million in FY2016; the largest is USD 157.168 million in FY2025. NACUBO historical workbook
Spending policy and payout
The endowment roll-forward records $4.408862 million appropriated for expenditure in FY2025 and $3.522205 million in FY2024. The appropriation combines donor-restricted support with board-designated support. Spending disclosure
| Fiscal year | Endowment appropriations, USD millions |
|---|---|
| FY2024 | 3.522 |
| FY2025 | 4.409 |
For College of Saint Benedict, the FY2025 balance does not establish an approved payout. Distributions retain each fund's donor restrictions. Spending measures
Governance and investment office
The FY2025 respondent is College of Saint Benedict, located in Saint Joseph, MN. NACUBO classifies it as a private university or college endowment. The survey does not identify a current investment-office head. 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.
A tax rate on net investment income has a different denominator from an endowment payout rate. Section 4968 uses prior-year assets other than those used directly for exempt purposes and specifies how students are counted. Related organizations can affect the calculation. Headline assets divided by a fall enrollment figure do not reproduce every statutory step.
FY2025 size-band comparison
The FY2025 survey value of USD 157.168 million places this respondent in the $100M to $250M band. The published band contains 154 respondents and USD 24.5 billion of aggregate assets. Its average five-year annualized net return is 9.6%, and its ten-year average is 7.4%. The size band uses the FY2025 NACUBO balance. NCSE size groups NCSE average net returns
| NCSE measure | FY2025 average |
|---|---|
| One-year net return | 10.5% |
| Five-year annualized net return | 9.6% |
| Ten-year annualized net return | 7.4% |
| Effective spending rate | 4.9% |
The peer mix describes average reported exposures within one size band. It does not reveal individual securities or the availability of cash at a particular institution. Respondents can also use different policy benchmarks. NCSE returns are net of external management fees and expenses for periods ending June 30, 2025; those periods and fee labels govern any numerical return comparison on this page. NCSE allocation definitions
Public records and reporting dates
The ProPublica nonprofit API identifies the legal filer as College Of St Benedict Business Off, EIN 410969244. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 276.373 million, revenue of USD 118.862 million, expenses of USD 106.745 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
Sources
- https://www.csbsju.edu/csb-business-office/wp-content/uploads/sites/60/2025/11/CSB-6.30.25-Signed-Final-Report-and-Financial-Statements.pdf
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/EndowmentFiles/2025-NCSE-Endowment-Market-Values-for-US-and-Canadian-Institutions-FINAL.xlsx
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/research/Final-Endowment-Market-Values--2023-to-1974-Revised.xlsx
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/EndowmentFiles/2025-NCSE-Public-Tables--Spending-Rates-FINAL.pdf
- https://www.congress.gov/119/plaws/publ21/PLAW-119publ21.pdf
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/EndowmentFiles/2025-NCSE-Public-Tables--Number-of-NCSE-Participants-FINAL.pdf
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/EndowmentFiles/2025-NCSE-Public-Tables--10-Year-Returns-by-Size-and-Type-FINAL.pdf
- https://edge.sitecorecloud.io/nacubo1-nacubo-prd-dc8b/media/Nacubo/Documents/EndowmentFiles/2025-NCSE-Public-Tables--Summary-Asset-Allocations-FINAL.pdf
- https://projects.propublica.org/nonprofits/api/v2/organizations/410969244.json
Related profiles
- California Lutheran University (USD 180.6 million)
- Sarah Lawrence College (USD 156.7 million)
- St. John Fisher University (USD 158.3 million)
- Canisius University of Buffalo New York (USD 155.8 million)
- Capital University (USD 178.3 million)
- Columbia College (USD 154.7 million)
