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Baldwin Wallace University Endowment Fund

Name: Baldwin Wallace University

Assets Under Management: $290.7 Million (Source: Baldwin Wallace University on 6/30/2013)

Annual Report: Baldwin Wallace University Consolidated Financial Statements and Supplementary Information June 30, 2013 and 2012 (With Independent Auditors’ Report Thereon)

Portfolio Insights: “Baldwin Wallace, founded in 1845, is an independent, coeducational university in the liberal arts tradition, accredited by the Higher Learning Commission. Undergra duate degrees granted are the Bachelor of Arts, Bachelor of Science, Bachelor of Science in Education, Bachelor of Music, Bachelor of Music Education, and Accelerated Bachelor of Science in Nursing.

The University’s endowment consists of approximately 450 individual funds. The donors of these funds have restricted the principal for investment. Some of those donors have also restricted the use of the income as to purpose. The University classifies these funds, sometimes referred to as true endowment, as permanently restricted net assets. The University’s Board of Trustees has designated other funds, usually resulting from major bequests or gifts, as funds functioning as endowment. The University classifies these funds as temporarily restricted net assets if the donor restricted the gift as to purpose, or as unrestricted net assets.” (Source)

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Top Baldwin Wallace University Endowment Fund Headlines:

1)  Baldwin Wallace University is a private institution that was founded in 1845. It has a total undergraduate enrollment of 3,425, its setting is suburban, and the campus size is 120 acres. It utilizes a semester-based academic calendar. Baldwin Wallace University’s ranking in the 2015 edition of Best Colleges is Regional Universities (Midwest), 14. Its tuition and fees are $28,814 (2014-15).

Baldwin Wallace University is a private school located in Berea, Ohio, about 15 miles southwest of Cleveland. Undergraduates at Baldwin Wallace University can choose from more than 50 academic programs to earn bachelor’s degrees in arts, science, science in education, music, and music in education. Baldwin Wallace, often shortened to BW, also offers master’s degree programs in business and education. The library at BW is home to the Riemenschneider Bach Institute, which is one of only five institutions in North or South America to contain manuscripts in the original handwriting of legendary composer Johann Sebastian Bach. (Source)

2) Robert C. Helmer, president of Lourdes University in Sylvania, Ohio, has been named the ninth president of Baldwin Wallace University. The appointment is effective July 1.

He will succeed Richard W. Durst, the Baldwin Wallace president since 2006, who retires June 30. Helmer’s selection follows a national search and was unanimously approved at the winter meeting of the BW Board of Trustees.
“Dynamic Leader with Demonstrated Strengths”

“Bob Helmer has established himself as a dynamic leader with demonstrated strengths in curriculum development, enrollment, campus life, fund raising and facility development during his tenure at Lourdes,” said Paul Carleton, chair of the BW Board of Trustees, who also chaired the Presidential Search Committee. “He also has a personal warmth and presence that already has connected with many portions of our College community. (Source)

3) Baldwin Wallace University is an academic community committed to the liberal arts and sciences as the foundation for lifelong learning. The University fulfills this mission through a rigorous academic program that is characterized by excellence in teaching and learning within a challenging, supportive environment that enhances students’ intellectual and spiritual growth. Baldwin Wallace assists students in their preparation to become contributing, compassionate citizens of an increasingly global society and encourages their pursuit of personal and professional excellence. (Source)

4) At Wheeling Jesuit, Stephen D. Stahl helped to add new undergraduate and online graduate programs and instituted a robust student success initiative. He also worked to expand the global reach of the campus through exchange agreements, the establishment of a service abroad program and a summer program for international high school students.

Prior to Wheeling Jesuit, Stahl held positions as Dean of the School of Arts & Sciences at St. Bonaventure University; Vice President for Academic Affairs and Dean of the College at Sweet Briar College, where he also held a faculty rank as Professor of Environmental Sciences; Dean of Natural and Social Sciences and Professional Studies at the State University of New York College (SUNY) at Fredonia; and chairperson of the Geology Department at Central Michigan University.

Stahl completed both his doctorate and master’s degree in geological sciences at Northwestern University. (Source)

5) Westlake High School was among nine Northeast Ohio schools that rose to Baldwin Wallace University’s first High School Service Challenge, responding with a deluge of donated diapers for local charities. BW rallied area high schools to collect as many diapers as possible for the 31 days of October. The high school students responded in a big, generous way, producing close to 15,000 diapers!

Westlake High School, which collected the greatest total number of diapers, took third place with the order of finish determined by donations per student enrolled. Padua Franciscan High School in Parma was the winner, collecting 3.7 diapers per student; Highland High School came in second with 3.6 and Westlake High School took third place with 3.5. Other area high schools that contributed generous donations included Lutheran West, St. Ignatius, St. Joseph Academy, Shaker Heights, Strongsville and Wooster. (Source)

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