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Colorado State University Foundation Endowment Fund

Name: CSU Foundation

Assets Under Management: $356.3 Million (Source: Colorado State University Foundation on 6/30/2013)

Annual Report: Colorado State University Foundation Financial Statements and Independent Auditors’ Report June 30, 2013

Portfolio Insights: “Colorado State University Foundation (the “Foundation”) is a not-for-profit organization incorporated in 1970 to assist in the promotion, development, and enhancement of the facilities and educational programs and opportunities of the faculty, students, and alumni of Colorado State University (“CSU”). This is accomplished through receiving, managing, and investing gifts.

Investments are stated at fair value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the fiscal year; investments traded in the over-the-counter market and listed securities for which no sale was reported on the last day are valued at the latest available bid price.” (Source)

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Top Colorado State University Foundation Endowment Fund Headlines:

1) The mission of the CSU Foundation is to enhance the educational excellence of the California State University in teaching, learning, community service, and applied research.

Established in 1962, the CSU Foundation is the university’s central foundation and serves the Office of the Chancellor. The CSU Foundation exists to promote the national, state and regional interests of the California State University. The Board of Governors represents a cross-section of business, community, cultural, and educational leaders with a shared commitment to uphold and advance the mission and goals of the university. (Source)

2) The CSU Foundation will invest the Wagonhound gift; earnings from the investment will provide a continual stream of operating funds for the Equine Sciences Program, estimated to be some $70,000 per year.
Funds used to assist students

In the near term, funds likely will be used for needs such as classroom and riding-arena upgrades, graduate student assistantships, the CSU horse-judging team, guest instructors, and an expanded outreach initiative that would provide more research-based equine information to the public. (Source)

3) The Colorado State University Foundation, whose $221 million ranked 254th among study participants, saw a higher-than-average spike of 25.2 percent. CSU Foundation president and chief executive Kathleen Henry noted that the increase reflected solid investment income, as well as a good year for new cash gifts.

“This was a nice way to help us recover,” she said. “But when you have the kind of losses we did — and ours were less than many others in ’08 and ’09 — it takes longer to recover because you’re spending a portion to continue funding school activities.” (Source)

4) Colorado State University Foundation, Inc. is a non-profit foundation that assists in the promotion, development, and enhancement of the facilities and educational programs. Its services include receiving and managing contributions, gifts, and bequests; and applying the income generated for charitable, scientific, literary, and educational purposes. The foundation was incorporated in 1970 and is based in Fort Collins, Colorado. Colorado State University Foundation, Inc. operates as a subsidiary of Colorado State University. (Source)

5) The Colorado State University Foundation makes a list of all holdings available online to the public per open records law. A list of votes cast on proxy resolutions on a company-specific level is also available to the public per open records law and is sent upon request.

The foundation aims to optimize investment returns, and the endowment is currently invested in renewable energy funds. The foundation is also exploring endowment investment in community development loan funds and on-campus energy and water efficiency projects, and uses investment managers who consider environmental and sustainability factors. (Source)

About Richard C. Wilson