Key facts

Reported value

USD 892.5 million

As of

May 31, 2026

Portfolio

University endowment, rounded official value

Location

Los Angeles, CA

Investment office

Loyola Marymount University finance function

Data through FY2026

Balance reference

Endowment size and reporting scope

The survey's respondent name determines the scope of the historical comparison. A campus and its supporting foundation can submit a combined amount or appear under separate names. Gifts remain subject to their terms even when the investments are pooled. The wider institution also owns assets used for its operations. Those operating assets are not automatically part of a permanent endowment or its investment portfolio. Survey scope and definitions

The official USD 892.500 million figure and the FY2025 survey's USD 793.492 million describe their respective dates and reporting categories. The official balance retains its stated label, university endowment, rounded official value. A change in currency, period or included accounts can produce a different total; the figures are presented separately. Official financial scope

Source: NACUBO · Data through FY2026

The FY2025 survey value for Loyola Marymount University is USD 793.492 million, compared with USD 722.705 million for FY2024. The USD 70.787 million movement is 9.79% 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 413.724 million and ends in FY2025 at USD 793.492 million. The change across those observations is USD 379.768 million. The smallest reported balance in the displayed series is USD 413.724 million in FY2016; the largest is USD 793.492 million in FY2025. These are closing asset values. They do not show how much of a year's movement came from new gifts, spending or investment results. NACUBO historical workbook

Spending policy and payout

The FY2025 NCSE $500M to $1B group reports an average effective spending rate of 4.3%. That is a survey-group statistic and is not assigned as Loyola Marymount University'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 spent by a department can differ in timing. NCSE spending-rate table

A policy percentage and a budget-support percentage use different denominators. The first applies to the policy's asset base; the second compares endowment support with the institution's revenue or expenditure. Gifts for a specific scholarship or program also limit how its distribution can be used. Pooled investment management does not turn restricted support into money available for any operating purpose. Spending measures

Governance and investment office

LMU publishes annual audited financial statements through its finance office. The library separates fiscal years and provides the May 31 reporting dates. Donor-restricted resources, unrestricted assets and other university investments need their own labels when reading the accounts. 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 These rates apply to net investment income, using the law's prior-year asset and student-count definitions.

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.

FY2025 size-band comparison

The FY2025 survey value of USD 793.492 million places this respondent in the $500M to $1B band. The published band contains 74 respondents and USD 54.8 billion of aggregate assets. Its average five-year annualized net return is 10.7%, and its ten-year average is 7.8%. The size classification follows the survey-year balance even where an official disclosure on this page uses a later year or a different portfolio scope. 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 Loyola Marymount University, EIN 951643334. Its available filing for the year ended May 31, 2023 reports total filer assets of USD 1,718.725 million, revenue of USD 679.846 million, expenses of USD 600.007 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

• CA endowments
• Comparable endowment sizes
• Endowment directory
• Endowments by state
• Endowments by size
• University endowments
• University of California Santa Barbara
• UC Davis Foundation
• Chapman University