Financial Report for Institutional Service Endowment Activities
Summary
The Department of Education published a notice under the Paperwork Reduction Act proposing reinstatement without change of OMB Control Number 1840-0564 for the Financial Report for Institutional Service Endowment Activities. The form collects annual data from Title III Part A, Part B, and Title V program grantees on endowment investments, income earned, and corpus spending. The public comment period closes May 29, 2026.
What changed
The Department of Education is seeking public comment on the proposed reinstatement without change of a previously approved information collection request (OMB Control Number 1840-0564) for the Financial Report for Institutional Service Endowment Activities. This form applies to grantees under Title III Part A, Title III Part B, and Title V programs, who must annually report endowment investment types, income earned and expended, and any spending from the Endowment Fund Corpus. The estimated annual burden is 3,125 hours across 2,500 responses.
Educational institutions receiving Title III or Title V endowment grants should review the proposed reinstatement and submit comments by May 29, 2026, through regulations.gov or via email to ICDocketMgr@ed.gov. There are no substantive changes to the form; the reinstatement maintains existing reporting requirements without modification.
What to do next
- Review the proposed reinstatement of Form 1840-0564 to assess any impact on current reporting practices
- Prepare and submit public comments on the information collection request by May 29, 2026
- Verify that endowment reporting systems capture required data elements (investment types, income, corpus spending)
Source document (simplified)
Content
ACTION:
Notice.
SUMMARY:
In accordance with the Paperwork Reduction Act (PRA) of 1995, the Department is proposing a reinstatement without change of
a previously approved information collection request (ICR).
DATES:
Interested persons are invited to submit comments on or before May 29, 2026.
ADDRESSES:
To access and review all the documents related to the information collection listed in this notice, please use http://www.regulations.gov by searching the Docket ID number ED-2025-SCC-1075. Comments submitted in response to this notice should be submitted electronically
through the Federal eRulemaking Portal at http://www.regulations.gov by selecting the Docket ID number or via postal mail, commercial delivery, or hand delivery. If the regulations.gov site is
not available to the public for any reason, the Department will temporarily accept comments at ICDocketMgr@ed.gov. Please include the docket ID number and the title of the information collection request when requesting documents or submitting
comments. Please note that comments submitted after the comment period will not be accepted. Written requests for information
or comments submitted by postal mail or delivery should be addressed to U.S. Department of Education, Office of Postsecondary
Education, 400 Maryland Avenue SW, Washington, DC 20202.
FOR FURTHER INFORMATION CONTACT:
For specific questions related to collection activities, please contact Beverly Baker, (202) 453-6162.
SUPPLEMENTARY INFORMATION:
The Department, in accordance with the Paperwork Reduction Act of 1995 (PRA) (44 U.S.C. 3506(c)(2)(A)), provides the general
public and Federal agencies with an opportunity to comment on proposed, revised, and continuing collections of information.
This helps the Department assess the impact of its information collection requirements and minimize the public's reporting
burden. It also helps the public understand the Department's information collection requirements and provide the requested
data in the desired format. The Department is soliciting comments on the proposed information collection request (ICR) that
is described below. The Department is especially interested in public comment addressing the following issues: (1) is this
collection necessary to the proper functions of the Department; (2) will this information be processed and used in a timely
manner; (3) is the estimate of burden accurate; (4) how might the Department enhance the quality, utility, and clarity of
the information to be collected; and (5) how might the Department minimize the burden of this collection on the respondents,
including through the use of information technology. Please note that written comments received in response to this notice
will be considered public records.
Title of Collection: Financial Report for the Institutional Service Endowment Activities.
OMB Control Number: 1840-0564.
Type of Review: Reinstatement without change of a previously approved ICR.
Respondents/Affected Public: Private Sector.
Total Estimated Number of Annual Responses: 2,500.
Total Estimated Number of Annual Burden Hours: 3,125.
Abstract: This financial reporting form will be utilized for Title III Part A, Title III Part B and Title V Program Endowment Activities.
The purpose of this Financial Report is to have the grantees report annually the kinds of investments that have been made,
the income earned and spent, and whether any part of the Endowment Fund Corpus has been spent. This information allows us
to give technical assistance and determine whether the grantee has complied with the statutory and regulatory investment requirements.
Ross Santy, Chief Data Officer, Office of Planning, Evaluation and Policy Development. [FR Doc. 2026-06058 Filed 3-27-26; 8:45 am] BILLING CODE P
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2026-06058
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