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Stetson University, Inc. Endowment Fund

Name: Stetson University Department of the Treasury

Assets Under Management: $408.2 Million (Source: Stetson University, Inc. on 6/30/2014)

Annual Report: Stetson University, Inc. Financial Report June 30, 2014

Portfolio Insights: “Stetson University, Inc. (the University) is a nonprofit institution subject to the rules and regulations of IRS Section 501(c)(3).

Investments in marketable equity securities and debt securities, including mutual funds, are recorded at their estimated fair values, which are based on quoted market prices or recognized pricing services. Alternative investments (nontraditional, not readily marketable as sets) are stated at fair value as estimated in an unquoted market.” (Source)

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Top Stetson University, Inc. Endowment Fund Headlines:

1) Jul 8, 1996 – The $80 million Stetson University endowment fund, Deland, Fla., hired three managers, said Ann Y. Graham, vice president-finance. Townsend Asset Management will run $4.5 million in value equities; ZPR Investment Management, $16 million in growth equities; and Great Northern, $12 million in fixed income. Funding will come from a bequest, cash flow and a manager that was dropped. Fund officials declined to name the firm. Vantage Consulting assisted in the changes. (Source)

2) Jul 17, 1994 – Stetson University has launched a drive to increase its endowment funds from $52 million to $130 million, a new thrust that marks the beginning of the second phase of the university’s $200 million fund-raising campaign scheduled for completion by 2000.

The emphasis on endowment is important, said Mark Whittaker, vice president for university relations. ”Contributions to endowment provide long-term improvements for Stetson,” Whittaker said. ”Like a savings account, endowed funds permit the university to plan for its future.” (Source)

3) Stetson University’s Roland George Investments Program was a pioneer on the SMIP scene, and has become a national leader in student-managed funds. This paper looks at the long term development of the Roland George Program and offers some evaluation of its successes and failures. This could serve to help other schools in their long term SMIP progress. (Source)

4) Sally Lueck Dowling has been appointed vice president for finance at Stetson University, where she has served as director of administrative services and internal auditing for more than two years. A certified public accountant, Dowling holds a master of accountancy degree and bachelor of business administration degree, magna cum laude, from Stetson.  She also is a Florida certified building contractor and real estate broker. “Sally Dowling’s leadership style and financial skills made her a natural choice for the vice presidency,” said Stetson President Doug Lee in making the announcement. “Her strong commitment to Stetson University began when she was an undergraduate.  She has earned respect from every sector of the university in her role as administrative services director and as a participant in a variety of university-wide initiatives, especially our Values Council work.” (Source)

5) Stetson University is excited to announce an opportunity to join a dynamic venture in higher education. The oldest private university in Florida, with one of the region’s most distinguished and dedicated faculties, Stetson has embarked on an ambitious pursuit to leverage its strengths and embrace an innovative and entrepreneurial vision that impacts the lives of its students and alumni. Stetson believes that its students as well as the institution should “Dare to be Significant.” TM The University seeks a Vice President for Development and Alumni Engagement with the vision and energy to partner with an outstanding senior leadership team of top-class professionals from across the country as well as a dynamic community of faculty, staff, students, volunteers, and alumni in establishing a strong foothold on the new landscape of higher education. (Source)

About Richard C. Wilson