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Carleton College Endowment Fund

Name: Carleton College

Assets Under Management: $1 Billion (Source: Carleton College on 6/30/2013)

Annual Report: Carleton College Financial Statements Years Ended June 30, 2013 and 2012

Portfolio Insights: “Founded in 1866, Carleton College is a co-educational, residential liberal arts college, located in Northfield, Minnesota. Carleton attracts a diverse student body and a distinguished faculty whose priority is teaching with a commitment to the liberal arts. Carleton is a national college enrolling approximately 2,000 students drawn from nearly all 50 states and 33 different countries. Carleton offers a four-year baccalaureate degree, with 37 majors and 15 concentrations in the arts, humanities, natural sciences, and social sciences, preparing its graduates for leadership positions in their communities, countries and the world.

The financial statements of Carleton College (the College) have been prepared on the accrual basis of accounting in conformity with accounting principles generally accepted in the United States of America.” (Source)

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Top Carleton College Endowment Fund Headlines:

1) Carleton College is very pleased to present Havana, Cuba’s acclaimed choral music ensemble El Coro Shalom on Thursday, Sept. 13 at 8 p.m. in the Concert Hall. This not-to-be-missed performance is free and open to the public.

El Coro Shalom is on a weeklong tour in Minnesota (in addition to their appearance at Carleton, they will also perform at the Sheldon Theatre in Red Wing and at the Westminster Presbyterian Church in Minneapolis). The ecumenical choir will perform a mix of Cuban sacred and folk music.

“Cuba has very strict rules about its citizens visiting the United States, so this is a rare opportunity to experience one of Cuba’s foremost choirs,” says Lawrence Burnett, Carleton choral director and professor of music. (Source)

2) Carleton College is a private non-sectarian, coeducational, liberal arts college in Northfield, Minnesota. The college enrolls 2,035 undergraduate students, and employs 220 full-time faculty members. In its 2014 edition of college rankings, U.S. News & World Report ranked Carleton College the seventh-best liberal arts college in the United States and ranked Carleton number one for undergraduate teaching at a national liberal arts college. (Source)

3) Carleton College is proud to be a Second Nature Climate Leadership award finalist for the second year in a row. Through formal adoption of its Statement of Environmental Principles, Carbon Neutrality Value Statement, and Climate Action Plan, Carleton ingrained the value of sustainability within its operations, curricular and co-curricular programs. Our 2013 video submission, “Clean Energy in our Community” highlights areas where Carleton has excelled in its commitment to campus sustainability and the American College and University President’s Climate Commitment (ACUPCC). Installation of a second wind turbine in fall 2011 reduced Carleton’s purchased electricity by 25% and its Scope 2 emissions by 18%. Carleton’s electric vehicle charging station is the first of its kind in our county. Student sustainability assistants champion many campus initiatives related to waste reduction, energy conservation, and sustainable food systems—including a student organic farm which sells produce directly to the campus food service provider. And Carleton’s curriculum includes a popular Environmental Studies major and more than thirty courses related to sustainability. Carleton College is proud to model these sustainable practices in our community while preparing graduates to confront the most challenging environmental issues of our time. (Source)

4) Carleton College will hold its annual Craft and Custodial Bake Sale on Friday, Dec. 5 from 8:30 a.m. to 3 p.m. in the Class of 1980 Commons of the Weitz Center for Creativity. A wide variety of hand-crafted items and baked goods will be available for purchase, including wool mittens, birdhouses, garden art, glass ornaments, rugs, quilts, jewelry, Kenyan products, wooden bowls and toys, baskets, outerwear, candles, and much more. This popular annual event is free and open to the public.

Each vendor’s entrance fee will be donated to the Carleton College Custodial Scholarship Fund. Last year, over 80 vendors participated in the event, from Carleton as well as the greater Northfield community.

Breakfast pastries and a lunch special will also be sold, again with proceeds going to the Custodial Scholarship Fund. Attendees are encouraged to stop by early, as supplies are limited! (Source)

5) Nov 22, 2011 – Carleton College is seeking to recruit an individual that is passionate about investing as an Investment Analyst for its Minneapolis based Investment Office. We seek an individual that is proactive, hard-working, enthusiastic, and a creative problem solver. Reporting to the Chief Investment Officer, the Investment Analyst will be an integral member of the Carleton College Investment Office team and will support investment, operational and administrative activities.

The Investment Analyst will support operations including investment reconciliation and performance measurement/reporting, both of which entail successfully managing a custodial banking relationship. The Investment Analyst manages the documentation of manager monitoring to ensure institutional memory and support the annual audit. (Source)

About Richard C. Wilson