Key facts

Reported value

USD 60.4 million

As of

FY2025 survey reporting period

Portfolio

Survey respondent endowment

Location

Potsdam, NY

Spending policy

4.5% on the stated historical valuation base

Data through FY2025

Balance reference

Endowment size and reporting scope

For SUNY Potsdam College Foundation, the FY2025 survey records assets of USD 60.414 million. This is a closing asset balance. New gifts, investment results and distributions can all change it during the year. The respondent may hold endowed funds directly or through an affiliated organization. Restrictions attached to those funds continue to govern their use after they are invested together. Total institutional assets can also include buildings and operating resources. Survey scope and definitions

Source: NACUBO · Data through FY2025

The FY2025 survey value for SUNY Potsdam College Foundation is USD 60.414 million, compared with USD 53.842 million for FY2024. The reported balance rose by USD 6.572 million, or 12.21%, 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 FY2017 at USD 29.610 million and ends in FY2025 at USD 60.414 million. The change across those observations is USD 30.804 million. The smallest reported balance in the displayed series is USD 29.610 million in FY2017; the largest is USD 60.414 million in FY2025. The displayed observations are year-end asset balances. NACUBO historical workbook

Spending policy and payout

The current endowment-giving page describes 4.5% of the combined endowment's 20-quarter market-value average being made available for current use. Each fund retains the donor purpose recorded in its agreement. Spending disclosure

Source: NACUBO · Data through FY2025

A distribution from an endowed account remains subject to that account's purpose. For SUNY Potsdam College Foundation, the FY2025 asset figure alone cannot establish either the next approved draw or the part available for unrestricted operations. A policy based on several earlier valuations can produce a different dollar appropriation from a percentage of today's closing balance. The survey group's effective rate has its own measurement basis. Spending measures

Governance and investment office

NACUBO's FY2025 table lists SUNY Potsdam College Foundation in Potsdam, NY, with respondent type Institutionally-related foundation (IRF). The table identifies the participating organization and its asset balance. 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. An endowment distribution follows the institution's spending policy.

FY2025 size-band comparison

The FY2025 survey value of USD 60.414 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

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 Potsdam College Foundation Inc, EIN 237088021. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 55.931 million, revenue of USD 4.274 million, expenses of USD 3.633 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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