Posts Tagged ‘university endowments’
The E&F Advocate: Impact of H.R.1 OBBBA on Endowments and Foundations
H.R.1 OBBBA will cause significant changes to endowment and foundation taxes in terms of a transition from flat to tiered tax rates, with various potential implications and impacts for universities and foundations. University Endowments The current flat 1.4% excise tax on net investment income for private colleges and universities would shift to a tiered…
Read MoreThe E&F Advocate: Endowment Turbulence – A Crisis at the Crosswinds of Politics, Policy, and Portfolio Strategy
photo credit: ideogram.ai Back in calmer times, larger endowments operated with seeming invisibility—quietly compounding capital over decades, shielded from public glare. Fast forward to today, these capital pools sit squarely in the eye of a brewing political and financial storm. Harvard, Yale, Princeton, and Columbia—once synonymous with strategic patience and long-termism—are now recalibrating rapidly. The…
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