Key facts

Reported value

USD 387.7 million

As of

June 30, 2025

Portfolio

University endowment net assets

Location

Hoboken, NJ

Data through FY2025

Balance reference

Endowment size and reporting scope

The USD 387.685 million FY2025 figure follows the survey's respondent, Stevens Institute of Technology. The legal filer discussed below can have a different accounting perimeter. Endowed accounts may include both donor-restricted resources and amounts designated for long-term use by a governing board. Investing those accounts together does not remove their spending restrictions. The prior-year USD 374.598 million figure supplies a second closing observation, after the effects of annual support and new gifts. Survey scope and definitions

Source: NACUBO · Data through FY2025

The FY2025 survey value for Stevens Institute of Technology is USD 387.685 million, compared with USD 374.598 million for FY2024. The USD 13.087 million movement is 3.49% 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 158.676 million and ends in FY2025 at USD 387.685 million. The change across those observations is USD 229.009 million. The smallest reported balance in the displayed series is USD 158.676 million in FY2016; the largest is USD 387.685 million in FY2025. The change in assets includes gifts and distributions as well as investment results. NACUBO historical workbook

Spending policy and payout

The reported gross endowment distribution was $10.719 million in FY2025 and $9.554 million in FY2024. Amounts associated with unnamed chairs and professorships can be transferred back to their specific funds. The audit separately identifies $11.835 million approved for FY2026 spending; that prospective amount is not treated as FY2025 expenditure. Spending disclosure

Source: assets.stevens.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

Stevens reports endowment assets within its consolidated university statements. The Board approves appropriations and can make certain board-designated resources available. The audit's endowment composition separates donor-restricted funds from resources designated by the Board. Its accounting returns are kept separate from time-weighted percentage performance. 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.

The tax applies to net investment income; the statutory asset and student definitions determine applicability and the rate.

FY2025 size-band comparison

The FY2025 survey value of USD 387.685 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 The Trustees Of The Stevens Institute Of Technology, EIN 221487354. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 1,006.999 million, revenue of USD 505.884 million, expenses of USD 476.906 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
• College endowments
• Seton Hall University
• Old Dominion University Educational Foundation
• Bentley University