Key facts

Reported value

USD 74.1 million

As of

June 30, 2025

Portfolio

Institute endowment

Location

Chicago, IL

Spending policy

4.25% on the stated policy base

Data through FY2025

Balance reference

Endowment size and reporting scope

The USD 76.573 million survey balance belongs to the respondent named Erikson Institute. Donor-restricted resources can be invested beside funds designated by the governing board for long-term use. Each account retains its purpose and beneficiary. A pooled vehicle can also include reserves or other long-term money, which gives its market value a different scope from endowed net assets. The reporting category needs to travel with the number. Survey scope and definitions

The official USD 74.075 million figure and the FY2025 survey's USD 76.573 million describe their respective dates and reporting categories. The official balance retains its stated label, endowment net assets. Official financial scope

Source: NACUBO · Data through FY2025

The FY2025 survey value for Erikson Institute is USD 76.573 million, compared with USD 64.920 million for FY2024. The reported balance rose by USD 11.653 million, or 17.95%, 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 FY2018 at USD 50.470 million and ends in FY2025 at USD 76.573 million. The change across those observations is USD 26.103 million. The smallest reported balance in the displayed series is USD 44.962 million in FY2020; the largest is USD 76.573 million in FY2025. The displayed observations are year-end asset balances. NACUBO historical workbook

Spending policy and payout

The board approved a 4.25% spending rate for FY2025 and FY2024. Its valuation base is the average fair value over the preceding 12 quarters through the calendar year preceding the distribution year. The endowment roll-forward records USD 1.584598 million of board-designated appropriations and USD 1.696617 million of donor-restricted appropriations in FY2025. Spending disclosure

Source: erikson.edu · Data through FY2025

Distribution report

A distribution from an endowed account remains subject to that account's purpose. For Erikson Institute, 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 Institute board adopts the endowment investment and spending policies. Its financial statements distinguish donor-restricted gifts, a term endowment and resources designated by the board. The board releases funds functioning as endowment under its spending policies or specific donor instructions. 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 taxes net investment income. An endowment distribution follows the institution's spending policy.

FY2025 size-band comparison

The FY2025 survey value of USD 76.573 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 Erikson Institute, EIN 362593545. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 99.328 million, revenue of USD 36.668 million, expenses of USD 26.066 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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