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St. Mary’s University of San Antonio Endowment Fund

Name: St. Mary’s University of San Antonio

Assets Under Management: $329.2 Million (Source: St. Mary’s University on 5/31/2014)

Annual Report: St. Mary’s University Financial Report May 31, 2014

Portfolio Insights: St. Mary’s University (the University) is an independent, not‐for‐profit Marianist Catholic institution in San Antonio, Texas, founded in 1852 by the Society of Mary. The University is organized into five schools and offers classes that lead to Bachelors, Masters, Ph.D., and Juris Doctor degrees. Revenues are derived primarily from tuition, fees, and auxiliary services.

The University endowment consists of 326 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. Net assets 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)

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Top St. Mary’s University of San Antonio Endowment Fund Headlines:

1) The late Gary L. Schwarz had no wife or children to take care of in his will; instead, he left his estate to his St. Mary’s University family. In the process, he’s providing for the futures of many sons and daughters.

His bequest of $525,000 will provide funding for the creation of a Center for Catholic Studies, as well as financial assistance for qualified students.

Schwarz, who died April 18, 2013, at age 77, was a lifelong resident of St. Clair County, Illinois, and a retired Records Manager Analyst for the U.S. Air Force. He earned a bachelor’s degree in economics from St. Mary’s in 1958.

Schwarz was a longtime supporter of St. Mary’s, making mostly small but consistent donations over the years. So the generous bequest came as a surprise to the University. (Source)

2) The St. Mary’s University Board of Trustees, on Feb. 10, 2012, unanimously appointed Thomas M. Mengler, J.D., as the 13th president of the University. Mengler assumed office on June 1, 2012.

Before arriving at St. Mary’s, Mengler served as the dean of the University of St. Thomas School of Law in Minneapolis, where he also held the Ryan Chair in Law. Prior to that, he worked at the University of Illinois, where he was dean of the College of Law as well as interim provost and vice chancellor for Academic Affairs. As interim provost, Mengler oversaw all undergraduate and graduate programs and the University’s entire $1 billion operating budget.

At the University of St. Thomas, Mengler helped build the School of Law from the ground up. He became dean in 2002, when the school was in just its second year. In addition to developing its Catholic mission, growing the enrollment, hiring nationally recognized faculty and receiving full accreditation for the school, Mengler also was able to raise more than $30 million in gifts and pledges for a school with only 1,000 alumni, all of them recent graduates. (Source)

3) Alumnus Ed Speed (B.B.A. ’70, M.A. ’86) and his wife, Linda, have given another significant gift to St. Mary’s University to support scholarship that advances Catholic social teaching, human rights, social justice and peace building.

They have given a gift of $137,500 to establish the Edward and Linda Speed Peace and Justice Fellows Program in the School of Humanities and Social Sciences (HSS). The funding will support annual fellowships for faculty research and presentations that includes publishing and/or creating works that address peace and justice issues. In addition, the funding will support an undergraduate research student assistant to work with the faculty fellow.

Last semester, the Speeds presented the University with $125,000 to establish the Edward and Linda Speed Endowment, also in HSS, to support Theology and Philosophy faculty research. Another gift, of $25,000, will go to support the values-lab faith component of the Greehey MBA program, bringing their total gifts to St. Mary’s over the past three months to $287,500. (Source)

4) Jeanie Wyatt, founder and chief investment officer of South Texas Money Management Ltd., will address the final session of the 2007-2008 Forum on Entrepreneurship Breakfast Series on March 27. The series is a partnership between the Bill Greehey School of Business at St. Mary’s University and the San Antonio business community.

Prior to forming South Texas Money Management Ltd., Wyatt was executive vice president and head of Frost Investment Services where she was responsible for the investment areas of nine trust departments around the state with about $13 billion in assets. Wyatt was honored by the Texas Business Hall of Fame and served on its board of trustees. (Source)

5)The St. Mary’s University Alumni Association has given $1 million to endow the
St. Mary’s Alumni Association Chair in Catholic Leadership and an additional $500,000 to support the renovation of historic Reinbolt Hall.

The establishment of the Chair in Catholic Leadership will play a critical role in establishing and sustaining a Center for Catholic Studies.

The Association requests that its gift be used to challenge the St. Mary’s community to contribute smaller gifts. The Association will match gifts dollar for dollar for the Chair.

“The Alumni Association has stepped up again as it has so many times – every time – to take a leadership role,” said President Thomas Mengler, J.D. “This gift is creative, practical and thoughtful all at the same time. It will be a cornerstone in our efforts to establish a Center for Catholic Studies and preserve the University’s deep tradition of excellence.” (Source)

About Richard C. Wilson