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HR-11282025-02-07Education

Endowment Accountability Act

YourVoice.Now Summary

Corporate Benefits

Private colleges with big endowments would pay 10% on investment income instead of 1.4% — and more schools would owe it.

Corporate Benefits

Wealthy private colleges' tax break — 1.4% rate rises to 10%

Private colleges with large endowments now pay 1.4 percent on what their investments earn. The bill would set that rate at 10 percent for tax years starting after it becomes law.

Colleges exempt from endowment tax — asset cutoff drops to $200,000

The tax only applies to private colleges holding at least $500,000 in endowment assets for each student. Lowering that cutoff to $200,000 would bring many more schools under the tax.

More about this bill

Some private colleges pay a federal tax on money their endowments earn. An endowment is a school's large savings fund. The rate is 1.4 percent now. This bill would raise it to 10 percent. The tax would also cover more schools. Today it hits only private colleges with at least $500,000 in endowment assets per student. That cutoff would fall to $200,000 per student. The new rules would start with tax years beginning after the bill becomes law. Students and parents would not pay this tax themselves. The schools would.

Congressional Summary

Increases the excise tax on net investment income of private university endowments from 1.4% to 10% and lowers the per-student asset threshold from $500,000 to $200,000 per student.

Legislative Subjects

Higher educationEndowmentsExcise taxUniversitiesTaxation

Details

Congress
119th
Chamber
Status
summarized
Action
Action Date
2025-02-07
Date Added
2026-03-31
Source
Congress.gov →

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