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Montana State University Foundation, Inc. Endowment Fund

Name: Montana State University Foundation, Inc.

Assets Under Management: $165.3 Million (Source: Montana State University Foundation, Inc. on 6/30/2012)

Annual Report: Montana State University Foundation, Inc. Consolidated Financial Statements June 30, 2012 and 2011

Portfolio Insights: “Montana State University Foundation, Inc. (the Foundation) was incorporated in 1946 in the State of Montana as a not-for-profit corporation. Effective December 31, 2011, the MSU Alumni Association merged into the Foundation. Refer to Note 21.

The Foundation’s endowment consists of numerous individual funds. The endowment includes donor-restricted endowment funds. These permanently restricted funds are held by the Foundation to provide income for the maintenance of the or ganization. As required by GAAP, net assets associated with endowment funds 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 Montana State University Foundation, Inc. Endowment Fund Headlines:

1) Feb 20, 2014 – Montana State University alumna Nancy Cameron has made a $3.5 million gift to the Montana State University Alumni Foundation, providing the funding necessary to establish endowments for three scholarship funds, a chair in animal and range sciences, and a business professorship at MSU.

Pledged over the course of the next few years, Cameron’s gift impacts students and faculty across MSU. A 1954 graduate from the College of Business at what was then Montana State College, Cameron has created endowments that both provide the encouragement and support necessary for students to achieve their academic goals and fund distinguished faculty who enrich the student experience, according to MSU President Waded Cruzado.

“Nancy’s thoughtful generosity will have far-reaching impacts across Montana State University and in the communities we serve,” Cruzado said. (Source)

2) A strong investment return of 20.4 percent for the fiscal year, combined with outright gifts and pledge payments to endowed funds, grew MSU’s endowment to nearly $347 million. While this growth is exciting, we must continue to make strides in this area to overcome several of our peers. One positive impact on the university’s endowment and overall giving is StatePride: An Initiative for Student and Faculty Support. The initiative has reached nearly $66 million toward our goal of $100 million. (Source)

3) Montana State University Foundation, Inc. provides educational services. The Company operates as a non-profit, collecting donations and raising funds in support of University operations. Montana State University Foundation operates in Bozeman, Montana. (Source)

4) Montana State University recently earned the 144th spot on The Business Journals’ 2015 list ranking U.S. public colleges. It is the highest rank earned by an institution in Montana.

The Business Journals’ rankings are based on several factors, including retention and graduation rates, admissions processes, tuition and housing costs, diversity of faculties and student bodies, and economic strength of communities. The study covered 484 public colleges and universities.

With an enrollment of more than 15,000 students, MSU offers more than 125 major options within its colleges and programs. MSU is also designated as one of 108 universities – out of 4,600 institutions – with very high research activity by the Carnegie Foundation for the Advancement of Teaching. Of those 108, only 51 – including MSU – are also classified by Carnegie as having significant commitment to community engagement. And of those, MSU is the only institution whose Carnegie enrollment profile is “very high undergraduate.” (Source)

5) Montana State University’s Strategic plan sets overarching goals for the university and relies on every member of the MSU community – students, faculty, staff, alumni, and our community partners – to contribute to its success.

The plan is intended to guide and inform those making strategic decisions, without constraining the tactics that will help MSU achieve its goals. Each University unit is empowered to envision its future, develop its own paths to these goals, and contribute to the University’s success in diverse and creative ways. (Source)

About Richard C. Wilson