Key facts

Reported value

USD 116.7 million

As of

FY2025 survey reporting period

Portfolio

Survey respondent endowment

Location

Pittsburg, KS

Spending policy

3.7% beneficiary draw plus 1% fee

Data through FY2025

Balance reference

Endowment size and reporting scope

The USD 116.713 million survey balance belongs to the respondent named Pittsburg State University Foundation Inc.. 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. Survey scope and definitions

Source: NACUBO · Data through FY2025

The FY2025 survey value for Pittsburg State University Foundation Inc. is USD 116.713 million, compared with USD 106.953 million for FY2024. The reported balance rose by USD 9.760 million, or 9.13%, 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 reported endowment changed from USD 64.555 million in FY2016 to USD 116.713 million in FY2025, a difference of USD 52.158 million. This series measures year-end assets after gifts and distributions. NACUBO historical workbook

Investment returns

Performance report

A trailing multi-year return is an annualized compound result over the period shown. The one-year figure covers the final year. These periods overlap, so their returns are not added. A published dollar investment gain can reflect accounting categories and cash flows that differ from the percentage performance calculation. Return definitions and reporting basis

Asset allocation

Source: pittstate.edu · Data through FY2025

FY2025 actual pooled allocation; published weights total 99.9%, plus explicit 0.1-point rounding difference. Allocation report

Spending policy and payout

For FY2025 the foundation set a 4.7% gross spending rate on the most recent 12-quarter average ending market value. The report splits this into 3.7% for the endowment's designated purpose and a 1% management fee. The chart uses the 3.7% beneficiary component. Individual funds receive their proportionate share of the pool's allocation. Spending disclosure

Source: NACUBO · Data through FY2025

For Pittsburg State University Foundation Inc., an appropriation can precede a beneficiary's expenditure. Its timing can differ from the cash expense recorded by the institution. Spending measures

Governance and investment office

The FY2025 report assigns investment and disbursement responsibility to the foundation's Board of Trustees. Individual endowed accounts are managed separately for donor purposes but invested together. External investment professionals implement the board's investment guidelines. The report's named foundation chief executive is not relabelled as an 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

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.

The tax is imposed on net investment income. Student-adjusted endowment uses prior-year fair values for assets other than those used directly for exempt purposes. The statute also contains student-count and related-organization provisions. A spending policy applies to an institution's chosen asset base, while the tax applies to investment income under federal rules.

FY2025 size-band comparison

The FY2025 survey value of USD 116.713 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%. NCSE size groups NCSE average net returns

Source: NACUBO · Data through FY2025

Institution fee treatment is unspecified in the cited performance disclosure. NCSE reports net of external management fees and expenses. These fee bases can affect the comparison.

Source: NACUBO · Data through FY2025

NCSE's allocation categories combine strategies with different liquidity and valuation practices. Its Alternatives group can include private capital, hedge funds and real assets. Matching that broad weight would not establish identical holdings. The chart shows the FY2025 NCSE $100M to $250M group's average allocation. Published category weights are shown with an explicit rounding difference so the full bar totals 100%. NCSE allocation definitions

Public records and reporting dates

The ProPublica nonprofit API identifies the legal filer as Pittsburg State University Foundation Inc, EIN 486104332. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 118.363 million, revenue of USD 10.072 million, expenses of USD 12.824 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
• Elizabethtown College
• Palm Beach Atlantic University
• Georgia Southern University Foundation