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Santa Clara University Endowment Fund

Name: Santa Clara University

Assets Under Management: $760.2 Million (Source: Santa Clara University on 6/30/2013)

Annual Report: Santa Clara University Notes to Consolidated Financial Statements June 30, 2012

Portfolio Insights: “Santa Clara University is an independent, coeducational institution of higher learning offering undergraduate and graduate degrees in more than 30 fields of study. Santa Clara University was founded in 1851 by the Society of Jesus on the site of Mission Santa Clara de Asis in Northern California. On July 1, 2009, the Jesuit School of Theology at Berkeley became a school of Santa Clara University and was renamed the Jesuit School of Theology of Santa Clara (JST-SCU). JST-SCU financial information has been consolidated with Santa Clara University (collectively referred to as the University) and all intercompany transactions have been eliminated.” (Source)

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Top Santa Clara University Endowment Fund Headlines:

1) Building the Santa Clara endowment has long been one of the highest priorities of University leadership, allowing SCU to develop programs of lasting quality for students. Endowed gifts are meant to exist in perpetuity and are invested for long-term growth. Each year, approximately 4.5% of the endowment fund’s earnings is made available in the form of a payout supporting student scholarships, endowed professorships and University resources. The Board of Trustees, in consultation with the University, may vary the spending rate to meet the needs of the endowment, adjust to market conditions, and ensure preservation of capital. Return on the endowment exceeding the normal spending allocation is typically added to the principal of the endowment. (Source)

2) Santa Clara University is a private institution that was founded in 1851. It has a total undergraduate enrollment of 5,435, its setting is urban, and the campus size is 106 acres. It utilizes a program-based academic calendar. Santa Clara University’s ranking in the 2015 edition of Best Colleges is Regional Universities (West), 2. Its tuition and fees are $43,812 (2014-15).

Santa Clara University is located in the Silicon Valley town of Santa Clara, Calif., about an hour from San Francisco. The university offers arts and entertainment programs at the Center of Performing Arts and the de Saisset Museum of art and history. There are more than 100 student organizations on campus including the Santa Clara Community Action Program, a volunteer service organization, and the Santa Clara Review, a biannual literary magazine. Santa Clara offers housing in its residence halls, and students can also join a Residential Learning Community. The Santa Clara Broncos field nearly 20 Division I athletic teams and are known for their successful soccer and volleyball programs. The Ruff Riders—the official student booster club of SCU athletics—is the largest organization on campus. (Source)

3) Santa Clara University’s sustainability policy emphasizes environmental stewardship, education, and service. The director of the sustainability office works with the sustainability council to implement and oversee campus sustainability initiatives. All office paper used on campus is made from 30 percent postconsumer recycled content, and all computers are EPEAT Gold certified. (Source)

4) Founded in 1851, Santa Clara University (SCU) is the oldest institution of higher learning in the state of California. Santa Clara serves an undergraduate community of 4,400 full-time students and a graduate community of about 2,300 students. In 2002, SCU launched a USD 350 million campaign to raise capital for grants to support a wide range of projects including endowed scholarships, endowed chairs and facilities. (Source)

5) Santa Clara University’s endowment grew 13.9 percent this fiscal year, a strong performance that mirrors the 14 percent gain at Stanford University. The school’s investment portfolio was valued at $610 million on June 30, the last day of the university’s fiscal year. A strong endowment is particularly important in a weak economy, because it helps support financial aid for needy families.

But it remains smaller than it was prior to the recession, when the endowment reached $700 million.

Like other universities, Santa Clara’s endowment was battered by the economic downturn. It dropped 20 percent in fiscal year 2009 — a significant, but a less severe plunge than seen at Stanford, which lost 27 percent; Harvard, down 27.3 percent; and Yale, down 24.6 percent. All campuses are now reporting a reversal in fortunes. Stanford’s endowment was valued at $13.8 billion as of Aug. 31. (Source)

About Richard C. Wilson