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Juniata College Endowment Fund

Name: Endowments – Juniata College

Assets Under Management: $206.1 Million (Source: Juniata College on 5/31/2014)

Annual Report: Juniata College Financial Statements May 31, 2014

Portfolio Insights: “Juniata College (the “College”), is a nonprofit educational institution organized under the laws of the Commonwealth of Pennsylvania established in 1876 to provide higher education to students.

The College’s endowm ent consists of a pproximately 530 donor – restricted individual funds established primarily for scholarships. As required by accounting principles generally accepted in the United States of America, net assets associated with endowment funds are classified and reported based on the existenc e or absence of donor-imposed restrictions.” (Source)

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Top Juniata College Endowment Fund Headlines:

1) Juniata College relies on its alumni and friends to provide for its long-term needs. The future of Juniata is dependent upon endowment contributions – funds that will continue to generate income year after year – making sure that educational opportunities and vital programs will remain in place for future generations of Juniata students.

A gift to the endowment fund is a gift to Juniata’s future. This money is the principal in the College’s investment portfolio that continues to generate income, supporting future generations of students. Only the interest is used by the College, ensuring that the principal will continue to work indefinitely. (Source)

2) Carl Glaeser, a member of the Juniata College board of trustees and principal with Palladium Capital in New York City, will sit in on a variety of classes in Juniata’s business department as an executive in residence from Tuesday, Nov. 1 through Friday Nov. 4. Glaeser, who has been a trustee since 2005, will hold a business-oriented question-and-answer session on various economic and business topics at 5 p.m., Thursday, Nov. 3, in Neff Lecture Hall in the von Liebig Center for Science. The presentation is free and open to the public. Glaeser is managing partner of Palladian Advisors, a merchant banking firm that offers merger and acquisition advisory services while actively investing and managing its portfolio of middle market companies, based in New York, N.Y. During that week, he will sit in on classes, offer counseling sessions on interviewing, resume preparation and careers, and team with Juniata’s business professors to hold workshops and classes. (Source)

3) As a student at tiny Juniata College in Pennsylvania during the early 1950s, Chuck Knox fell in love with history — almost giving up coaching to become a professor.

After he logged 22 years as an NFL head coach, hindsight proves Knox made a solid decision. But his passion for learning and a connection with his alma mater always remained.

Knox recently donated $1 million to establish the Dr. Charles R. and Shirley A. Knox Chair in History at Juniata, a 1,400-student liberal arts school in Huntington, Pa., tucked into the Appalachians 120 miles east of Pittsburgh.

Knox has long been a supporter of Juniata. He gave $50,000 toward a sports and recreation center and was chairman of a $1 million campaign to improve athletic facilities. He also served on the college’s board of trustees from 1978-99. (Source)

4) The Juniata Scholarship Fund had its highest year ever, raising money to award scholarships to academically qualified students who demonstrate great financial need. This year we increased the amount of each scholarship award from $2,300 to $2,390 in order to provide more assistance to the students who need it most. As we continue to welcome large classes to Juniata, we know that the impact of these awards will continue to be felt. (Source)

5) Three retiring Juniata College administrators — Thomas R. Kepple, president; Jim Lakso, provost; and John Hille, executive vice president for enrollment and retention — have been honored by the college they served by the establishment of a scholarship and two endowments to benefit students and faculty at Juniata.

At a recent faculty-trustee dinner, Robert McDowell, chairman of the college’s board of trustees, announced that more than $2 million in gifts and donations have been designated to three endowments named for the three top administrators who have led Juniata for more than a decade.

Tom Kepple was honored by the announcement of the Thomas R. Kepple and Patricia G. Kepple International Opportunities Endowment, an endowment fund, with more than $1 million in donations to date, that will fund travel grants for Juniata students who are traveling to study abroad and for international students who plan on attending Juniata. Hille was honored by the announcement of the John and Tan Hille Endowed Scholarship, a $50,000 scholarship that will provide one student per year with a $2,500 merit scholarship to lessen tuition. (Source)

About Richard C. Wilson