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University of California, Irvine Foundation Endowment Fund

Name: University of California, Irvine Foundation

Assets Under Management: $471.8 Million (Source: University of California, Irvine Foundation on 10/9/2013)

Annual Report: University of California Annual Financial Report 12/13

Portfolio Insights: “Despite the challenging operating environment over the last few years, UC continues to drive California’s economy and lead the world in new directions through our teaching, research and public service.

Investments held by the University are principally carried in three investment pools, the Short Term Investment Pool (STIP), the Total Return Investment Pool (TRIP) and the General Endowment Pool (GEP). Cash for operations and bond proceeds for construction expenditures are invested in STIP. The University uses STIP to meet operational liquidity needs. TRIP allows participating campuses the opportunity to maximize the return on long-term capital by taking advantage of the economies of scale of investing in a large pool across a broad range of asset classes.” (Source)

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Top University of California, Irvine Foundation Endowment Fund Headlines:

1) Dean A. Yoost has been named four times as one of the top tax advisors by the International Tax Review. He is currently a trustee of the University of California, Irvine Foundation and the chairman of the Executive Committee of the University of California, Irvine Diabetes Leadership Council. Mr. Yoost served as treasurer, chief financial officer and executive board member of the Southern California Committee for the Olympic Games. (Source)

2) With an endowment valued at $234 million as of June 30, 2007, the University of California, Irvine Foundation spearheads private fundraising efforts for the campus and, with the assistance of alumni and community leaders, helps ensure UCI’s future as a world-class research university.

UCI benefits the community and the world in countless ways through its scholarly, scientific, creative and economic contributions. UCI now has embarked on a strategic plan that will ensure the campus continues to inspire excellence as it fulfills its research, teaching and public service mission in the decades ahead. (Source)

3)  The University of California, Irvine Foundation was formed for the purpose of encouraging voluntary private gifts, trusts, and bequests for the benefit of the University of California, Irvine.  The Foundation provides financial support for various University schools and programs including research, student scholarships, instructional support, equipment purchases, capital improvements, and education.

The Foundation’s mission is to increase public awareness and support of the University’s research, teaching and public service through fundraising efforts, public affairs, support organizations, and recognition activities.  The Foundation provides a bridge between the University and the community with  the goal of promoting and creating a climate of understanding, support and access.  The Foundation serves as the facilitator for information exchange between the campus and the community. (Source)

4) Jul 11, 2008 – The University of California-Irvine Foundation has chosen to support the pending policy under consideration by the Regents of the University of California which would increase allocation to alternatives to 30-50% from 5-30%, said Lynn Rahn, cio. (Source)

5) Lynn Rahn joined University Advancement in November 2000 and is currently the senior assistant vice chancellor, strategic planning and administration. She is the chief financial officer for the University of California, Irvine Foundation and serves on the Executive, Governance, Finance and Investment Committees and as a liaison to the Audit Committee.

Lynn previously worked at Olive Crest Homes and Services for Abused Children where she was the chief financial officer. For over eleven years, she was the financial consultant for the Arnold and Mabel Beckman Foundation and was a member of the Beckman @ Science advisory board.  She was privileged to serve as the personal accountant for Arnold O. Beckman from 1995-2001.  Lynn also serves on the advisory board for the Crystal Cove Alliance and was the treasurer for the Lido Isle Yacht Club. (Source)

About Richard C. Wilson