Key facts

Reported value

USD 345.7 million

As of

May 31, 2025

Portfolio

University endowment net assets

Location

Baltimore, MD

Data through FY2025

Balance reference

Endowment size and reporting scope

NACUBO lists Loyola University Maryland under the MD respondent location. Its USD 357.952 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 345.710 million figure and the FY2025 survey's USD 357.952 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 Loyola University Maryland is USD 357.952 million, compared with USD 323.911 million for FY2024. The USD 34.041 million movement is 10.51% 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 192.806 million and ends in FY2025 at USD 357.952 million. The change across those observations is USD 165.146 million. The smallest reported balance in the displayed series is USD 192.806 million in FY2016; the largest is USD 357.952 million in FY2025. The change in assets includes gifts and distributions as well as investment results. NACUBO historical workbook

Spending policy and payout

The endowment roll-forward reports $14.596 million appropriated for expenditure in FY2025 and $13.961 million in FY2024. Separate tuition discounts funded by endowment spending total $3.983 million for FY2025. That financial-aid subset is not added to the appropriation as if it were a second distribution. Spending disclosure

Source: loyola.edu · 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

Outside investment organizations manage Loyola's investments under direction and oversight from a Board committee. The Board sets investment policies covering allocation and performance objectives. The university's endowment note distinguishes donor-restricted funds from funds designated by trustees to function as endowment. The May 31 fiscal-year date remains attached to these 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

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 357.952 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

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 University Maryland Inc, EIN 520591623. Its available filing for the year ended May 31, 2023 reports total filer assets of USD 741.218 million, revenue of USD 334.132 million, expenses of USD 334.770 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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