Key facts

Reported value

USD 83.7 million

As of

FY2026, reported October 26, 2026

Portfolio

Foundation endowment

Location

Grand Junction, CO

Data through FY2026

Balance reference

Endowment size and reporting scope

For Colorado Mesa University Foundation, the FY2025 survey records assets of USD 69.984 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

The official USD 83.704 million figure and the FY2025 survey's USD 69.984 million describe their respective dates and reporting categories. The official balance retains its stated label, foundation endowment value. Official financial scope

Source: NACUBO · Data through FY2026

The FY2025 survey value for Colorado Mesa University Foundation is USD 69.984 million, compared with USD 59.771 million for FY2024. The reported balance rose by USD 10.213 million, or 17.09%, from FY2024. 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 24.561 million and ends in FY2025 at USD 69.984 million. The change across those observations is USD 45.423 million. The smallest reported balance in the displayed series is USD 24.561 million in FY2016; the largest is USD 69.984 million in FY2025. The displayed observations are year-end asset balances. NACUBO historical workbook

Spending policy and payout

The FY2025 NCSE $50M to $100M group reports an average effective spending rate of 5.5%. That is a survey-group statistic and is not assigned as Colorado Mesa University Foundation's policy. An institution's own spending rule can use several prior valuation dates, a prior-year dollar draw or additional adjustments. Its approved appropriation and the cash ultimately spent by a department can differ in timing. NCSE spending-rate table

A distribution from an endowed account remains subject to that account's purpose. For Colorado Mesa University Foundation, the FY2025 asset figure alone cannot establish either the next approved draw or the part available for unrestricted operations. A policy based on several earlier valuations can produce a different dollar appropriation from a percentage of today's closing balance. The survey group's effective rate has its own measurement basis. Spending measures

Governance and investment office

The October 2026 institution-issued announcement reports foundation fundraising and endowment value separately. The Foundation administers gifts for the purposes donors designate. The announcement does not identify a current investment-office head or publish a complete allocation schedule. 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

Section 4968 excludes state colleges and universities described in Section 511(a)(2)(B). Supporting foundations retain their own legal and filing identities, with related-organization rules read alongside the public-university exclusion. A foundation's public endowment value does not, by itself, assign it a private-college tax tier.

Section 4968 taxes net investment income. An endowment distribution follows the institution's spending policy.

FY2025 size-band comparison

The FY2025 survey value of USD 69.984 million places this respondent in the $50M to $100M band. The published band contains 96 respondents and USD 7.2 billion of aggregate assets. Its average five-year annualized net return is 10.1%, and its ten-year average is 7.5%. NCSE size groups NCSE average net returns

Source: NACUBO · Data through FY2025

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 Colorado Mesa University Foundation, EIN 846037667. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 57.987 million, revenue of USD 13.253 million, expenses of USD 10.650 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

Related reading

• Endowment directory
• Endowments by state
• Endowments by size
• Foundation endowments
• Concordia University
• Friends University
• California State University Los Angeles