Key facts

Reported value

USD 80.9 million

As of

June 30, 2025

Portfolio

Reported endowment, rounded

Location

Glen Cove, NY

Investment office

Crewcial Partners, outsourced chief investment office

Spending policy

4.25% target unrestricted draw rate

Management model

Outsourced chief investment office with trustee Investment Committee

Data through FY2025

Balance reference

Endowment size and reporting scope

For Webb Institute, the FY2025 survey records assets of USD 79.971 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

The official USD 80.900 million figure and the FY2025 survey's USD 79.971 million describe their respective dates and reporting categories. The official balance retains its stated label, reported endowment, rounded. Official financial scope

Source: NACUBO · Data through FY2025

The FY2025 survey value for Webb Institute is USD 79.971 million, compared with USD 70.777 million for FY2024. The reported balance rose by USD 9.194 million, or 12.99%, 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 60.303 million and ends in FY2025 at USD 79.971 million. The change across those observations is USD 19.668 million. The smallest reported balance in the displayed series is USD 60.303 million in FY2016; the largest is USD 79.971 million in FY2025. The displayed observations are year-end asset balances. 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

Spending policy and payout

Webb's trustees maintain a 4.25% target draw rate. The report describes a five-year average unrestricted draw rate of 3.3% and an FY2025 net unrestricted draw just below zero. Its draw calculation considers cash expenditure and unrestricted support, using a five-year average endowment base. The chart shows the target rate, not an audited dollar distribution or a universal payout applied to every endowed fund. Spending disclosure

Source: NACUBO · Data through FY2025

A distribution from an endowed account remains subject to that account's purpose. For Webb Institute, 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

Webb's trustee Investment Committee works with Crewcial Partners as outsourced chief investment office. The FY2025 report describes the committee's oversight of external investment managers and portfolio liquidity. Its financial report names committee leadership for FY2025. 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 taxes net investment income; the spending policy governs distributions.

FY2025 size-band comparison

The FY2025 survey value of USD 79.971 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

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

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 Webb Institute, EIN 111630912. Its available filing for the year ended June 30, 2023 reports total filer assets of USD 98.135 million, revenue of USD 12.318 million, expenses of USD 15.132 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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