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Middle Tennessee State University Endowment Fund

Name: Middle Tennessee State University

Assets Under Management: $692.3 Million (Source: Middle Tennessee State University on 6/30/2014)

Annual Report: Middle Tennessee State University Financial Report for the year ended June 30, 2014

Portfolio Insights: “Middle Tennessee State University’s annual financial report presents a discussion and analysis of the financial performance of the University during the fiscal year ended June 30, 2014, with comparative information presented for the fiscal years ended June 30, 2013.

Middle Tennessee State University Foundation’s endowment consists of 585 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by GAAP, net position associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top Middle Tennessee State University Endowment Fund Headlines:

1) Middle Tennessee State University, situated at the geographic center of the state in Murfreesboro, is the oldest and largest institution in the Tennessee Board of Regents system. With an enrollment of about 23,000 students, it is the No. 1 producer of graduates for the Greater Nashville economy. (Source)

2) Dr. Sidney A. McPhee, the tenth President of Middle Tennessee State University, has presided over one of the most remarkable periods of growth and progress in the institution’s century of service.

During McPhee’s presidency, which began in 2001, MTSU has become the largest undergraduate university in Tennessee and the No. 1 producer of graduates in the Tennessee Board of Regents system. MTSU is also the top destination for transfer students in Tennessee, the state’s veterans and boasts the state’s largest summer session enrollment.

McPhee’s presidency also coincided with more than $400 million in improvements in academic, athletic and campus facilities – either proposed, under construction or competed – including the 250,000-square-foot, $147-million Science Building set to open in January 2015. (Source)

3) Brad Bartel, Ph.D. serves as University Provost at Middle Tennessee State University. The mission of the Division of Academic Affairs is to provide quality academic programs consistent with the University’s mission. To accomplish this mission, the Office of the University Provost provides leadership and management to support instruction, research, public service, institutional effectiveness, and international affairs. (Source)

4) Gifts to the endowment are a wonderful way to demonstrate your support and enthusiasm for Middle Tennessee State University. By creating an endowed fund, you make a gift that will support MTSU in perpetuity. A minimum gift of $25,000 is required to establish a new endowment. The endowment is managed by the MTSU Foundation Board Finance Committee. The committee currently uses a long term investment strategy of earning a total average return of 9%, of which 4.5% is given annually to the designated project, 1% is used for management fees, and the balance is returned to the principal of each fund in order to grow the account and keep pace with inflation over time.

Endowed funds may be created for scholarships, fellowships, lectureships, professorships, chairs, and many other educational purposes. You will have the opportunity to name the endowed fund. Donors often use this occasion to honor and memorialize loved ones. Once you and the university have agreed on the distinct purpose of the fund, you can be confident that MTSU will follow your expressed wishes throughout the life of the endowment. (Source)

5) The mission of the BRAA is to strengthen Middle Tennessee State University’s commitment to student-athlete excellence both academically and athletically. Through their BRAA involvement, volunteers, fans, alumni and former student-athletes collectively seek to provide the operational and scholarship funding that is vital for all 17 varsity sports. (Source)

About Richard C. Wilson