FINANCIALS AS OF JUNE 30, 2023
STATEMENT OF FINANCIAL POSITION
AS OF JUNE 30, 2023
LIABILITIES AND NET ASSETS
STATEMENT OF ACTIVITIES
YEAR ENDED JUNE 30, 2023
FISCAL SNAPSHOT
TOTAL SIU FOUNDATION ASSETS
Since 2018, SIU Foundation assets have grown by
INCREASE
MARKET VALUE OF SIU FOUNDATION ENDOWMENTS
Since 2018, the market value of SIU Foundation endowments has grown by
INCREASE
SUMMARY OF CONTRIBUTIONS
The SIU Foundation accepts contributions in the form of cash, securities and real estate or personal property. Many corporations will match the contribution of employees, officers, directors and, in some instances, spouses and retirees. The SIU Foundation also accepts various types of planned gifts, whereby the donor makes a gift commitment during his or her lifetime that will benefit the university. Planned gifts are in the form of bequests, gift annuities, charitable remainder trusts, charitable lead trusts and life agreements.
The Foundation’s goal is to increase private support to enhance the University’s mission of being a comprehensive undergraduate and graduate research institution.
CASH CONTRIBUTIONS AND PLEDGES
GIFTS IN KIND
TOTAL
EXPENDITURES
Donors can designate their contributions for items such as scholarships, faculty support, research, facilities and equipment. Donors also contribute toward general support with an unrestricted gift. The SIU Foundation’s expenditures are represented as follows, with “other” including professional development and travel, equipment and expendable goods:
TEACHING & RESEARCH
GRANTS TO THE UNIVERSITY
SCHOLARSHIPS & AWARDS
OTHER
TOTAL
ENDOWMENT INVESTMENTS
The SIU Foundation receives endowment contributions and invests them into the endowment investment pool for perpetuity. An annual distribution of a portion of the revenue generated from the endowment accounts is transferred to corresponding current accounts and used according to the donors’ restrictions. Many of the contributions are designed for scholarships, research and the general support of colleges and departments. Please visit siuf.org for more information. The SIU Foundation endowment is invested as follows:
U.S. EQUITIES
39.70%
INTERNATIONAL EQUITIES
15.64%
HEDGED EQUITIES
2.13%
PRIVATE EQUITIES (ALTERNATIVES)
5.43%
FIXED INCOME
21.47%
COMMODITIES/NATURAL RESOURCES
7.97%
REAL ESTATE SECURITIES
2.14%
MONEY MARKET
5.52%
TOTAL
100%