Key facts

Reported value

USD 78.8 million

As of

June 30, 2025

Portfolio

Foundation endowment net assets

Location

Radford, VA

Data through FY2025

Balance reference

Endowment size and reporting scope

The USD 77.587 million survey balance belongs to the respondent named Radford University Foundation. 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 78.796 million figure and the FY2025 survey's USD 77.587 million describe their respective dates and reporting categories. The official balance retains its stated label, foundation endowment net assets. Official financial scope

Source: NACUBO · Data through FY2025

The FY2025 survey value for Radford University Foundation is USD 77.587 million, compared with USD 71.673 million for FY2024. The reported balance rose by USD 5.914 million, or 8.25%, 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 44.784 million and ends in FY2025 at USD 77.587 million. The change across those observations is USD 32.803 million. The smallest reported balance in the displayed series is USD 44.784 million in FY2016; the largest is USD 77.587 million in FY2025. The displayed observations are year-end asset balances. NACUBO historical workbook

Spending policy and payout

The audited endowment roll-forward records appropriations of $3.053091 million for FY2025 and $3.223769 million for FY2024. Its policy discussion considers long-term expected returns and purchasing power when setting spending. The chart uses those recorded dollar appropriations. Scholarship awards across the foundation's broader support program are a separate measure and are not added to the endowment appropriation bars. Spending disclosure

Source: rufound.org · Data through FY2025

Distribution report

For Radford University Foundation, a closing survey balance and an annual appropriation answer different questions. The survey records how much was held at the reporting date. A spending formula determines support using the valuations specified in that policy. A beneficiary can also spend an approved distribution in a later period. This timing can separate the institution's appropriation from the cash recorded as an expense. Spending measures

Governance and investment office

The foundation's board uses a committee to govern investment and spending policies. Its audit describes maintenance of purchasing power and the need to support foundation operations. No endowment funds were below their required values at June 30, 2025 or 2024. Donor restrictions continue to determine the beneficiaries of endowed support. 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; the spending policy governs distributions.

FY2025 size-band comparison

The FY2025 survey value of USD 77.587 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

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 $50M to $100M 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 Radford University Foundation Inc, EIN 237219782. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 110.552 million, revenue of USD 8.055 million, expenses of USD 6.011 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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