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Oklahoma City University Endowment Fund

Name: Oklahoma City University Office of Development

Assets Under Management: $261.3 Million (Source: Oklahoma City University on 6/30/2010)

Annual Report: Audited Financial Statements Oklahoma City University June 30, 2010

Portfolio Insights: “Oklahoma City University (the “University”) is a private not-for-profit institution of higher education with its campus located in Oklahoma City, Oklahoma. The University is accredited by the North Central Association of Colleges and Schools.

The University’s endowments consist of individual donor-restricted funds which are managed and controlled by the University. The University also has endowment funds which are held and managed by OUMF and others (see Note D). 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)

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Top Oklahoma City University Endowment Fund Headlines:

1) OU’s endowment funds are invested in a variety of ways, including equities, hedge funds and high-yield bonds.

Market improvements and new gifts helped Oklahoma City University’s endowment value grow more than $10 million from the end of the 2010 fiscal year to the halfway point of the 2011 fiscal year, OCU Chief Financial Officer Brian Holland said.

Endowments are important for schools during tough economic times when other funding sources are being cut and stretched, said Kirk Jewell, president and chief executive officer of the Oklahoma State University Foundation. (Source)

2) Sep 14, 2006 – Oklahoma City University Endowment Fund hired Flippin Bruce & Porter to run $4.7 million in active domestic large-cap value equities, confirmed Brian Holland, CFO. Funding will come from the performance-related termination of Missouri Valley Partners, Mr. Holland said. Dennis Nahnsen, spokesman for Missouri Valley, declined to comment. The $70 million endowment began an invitation-only search this spring, he said. Wachovia Securities assisted. (Source)

3) Oklahoma City University is participating in Earth Day every day. The university will implement a new energy management plan this spring aimed at making it one of the most energy-efficient schools in the nation.

OCU has partnered with THG Energy in Tulsa to create effective energy management initiatives. The efforts are designed to lower usage during peak demand hours and to educate students and employees about methods to conserve energy at work and home.

THG works with partners to help implement sustainable programs for achieving energy savings. (Source)

4) Oklahoma City University is a coeducational, urban private university located in Oklahoma City, in the Uptown district. The university is affiliated with the United Methodist Church and offers a wide variety of degrees in the liberal arts, fine arts, sciences and business. The only Oklahoma institution listed in the top tier of the regional, master’s-level university category by U.S. News and World Report, Oklahoma City University is also listed in Forbes’ “Best Christian Colleges” & “100 Best College Buys.” (Source)

5) After serving in an interim capacity since 2010, Oklahoma City University’s acting provost is stepping into the role permanently.

Susan Barber was named provost and vice president for academic affairs this week, university officials said Tuesday. She had been acting provost since provost Bernie Patterson stepped down to become chancellor of the University of Wisconsin — Stevens Point.

Before Patterson’s departure, Barber was the university’s associate provost. She also serves as a biology professor, a role she will continue to perform. She has worked for OCU in various capacities since 1983. OCU President Robert Henry said in a statement that Barber’s contributions to the university have already been significant. (Source)

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