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Iowa State University & Foundation Endowment Fund

Name: Iowa State University & Foundation

Assets Under Management: $881.2 Million (Source: Iowa State University & Foundation on 6/30/2014)

Annual Report: Iowa State University & Foundation’s FY 2014

Portfolio Insights: “The mission of the Iowa State University Foundation, the Iowa State University Achievement Fund, and the Original University Foundation (herein collectively referred to as the Foundation) is to inspire philanthropy to advance Iowa State University’s (the University) mission of creating, sharing, and applying knowledge to make Iowa and the world a better place. The Foundation has been recognized as a not-for-profit organization by the Internal Revenue Service as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and, accordingly, is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code.” (Source)

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Top Iowa State University & Foundation Endowment Fund Headlines:

1) The Iowa State University Foundation is a private non-profit organization dedicated to securing and stewarding private gifts and grants that benefit Iowa State University. Each year, thousands of generous benefactors make gifts to show their support for Iowa State.

The ISU Foundation works with Iowa State administrators, deans and unit leaders to determine the university’s fundraising priorities. These projects may include professorships, faculty support, student scholarships, facility improvements, new equipment, athletic support, program enhancements and new buildings, just to name a few. The ISU Foundation staff and volunteer leadership works in partnership with university officials to generate private support for ISU. (Source)

2) Iowa State University’s sustainability committee has signed a wind energy contract, instituted trayless dining, and crafted green building policies. The president also created the Live Green! revolving loan fund to finance energy efficiency projects. Annual events, such as the Symposium on Sustainability, involve the entire campus, and some faculty and staff have formed green teams to coordinate sustainability initiatives in their departments. (Source)

3) Iowa State University Foundation’s investment and spending guidelines are overseen by the Investment Committee of the ISU Foundation Board of Directors. The investment committee is made up of six to nine volunteers who are alumni or friends of Iowa State University and have investment or finance experience in their professional careers. The investment committee develops guidelines and procedures for the investment programs. ISU Foundation investment staff administers the program according to these guidelines. (Source)

4) The Iowa State University Foundation endowment had the highest return rate of the three state schools, at 18.3 percent. It’s endowment was valued at $436 million. The University of Iowa Foundation endowment, which was over $692 million, had the lowest return at 16.9 percent. And the University of Northern Iowa Foundation, with an endowment valued at over $55 million, had a return rate of 17.4 percent. (Source)

5) “The Iowa State University Foundation has partnered with Dan Schneider for over five years. We started small with a select group of senior fundraising staff who implemented his leadership coaching to enhance effectiveness as a team and as individuals. In subsequent years, we utilized Dan’s expertise and coaching throughout the organization. Dan has assisted us with leadership transitions, internal reorganizations, strategic hiring decisions and overall organizational strategic thinking. Our investment in leadership coaching has paid off with recognition as a Best Place to Work.” (Source)

About Richard C. Wilson