Since its founding more than 150 years ago, Wheaton College has been both wise in the management of financial gifts and forthright in its accountability for those gifts. If you would like a copy of our latest audited financial statement, you may download it from our website at wheaton.edu/financial-audit.

You may also call 630.752.5085 or write to:

Interim Vice President for Finance and Treasurer Ken Larson ’84
501 College Avenue
Wheaton College
Wheaton, IL 60187

ENDOWMENT FUND: $489 MILLION

The endowment fund contains those assets of the College permanently invested to support College programs. The purpose of the endowment is to generate a dependable stream of income and provide a reserve of institutional resources. The investment objective is to maximize total return over the long term within acceptable risk parameters. The endowment increased 9.6 percent to $489 million on June 30, 2018, compared to $446 million on June 30, 2017. The increase was primarily a result of an 11.4 percent investment return during another year of strong equity performance. Investment gains were enhanced by gifts and transfers of $11 million. The endowment payout contributed $18 million ($6,900 per student) to support the educational programs of the College during the year, an increase of 3.0 percent over the prior year. Endowment per student equaled $183,000 as of June 30, 2018.