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Taylor University Endowment Fund

Name: Taylor University

Assets Under Management: $195.1 Million (Source: Taylor University on 5/31/2010)

Annual Report: Taylor University and Affiliates – Consolidated Financial Statements With Independent Auditor’s Report May 31, 2010 and 2009

Portfolio Insights: “Taylor University (university) is a four year, private university. It was founded in 1846 and began operations as the Fort Wayne Female College in Fort Wayne, Indiana. It became co-educational in 1855 and was then called Fort Wayne College.

The university’s endowment consists of approximately 415 individual funds established for a variety of purposes. It s endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. As required by GAAP, 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 Taylor University Endowment Fund Headlines:

1) Tyler J. Beachler graduated from Taylor University with a Bachelor of Science degree in Finance with a minor in Mathematics. Participating on the Taylor University Men’s Soccer team allowed Tyler to grow his competitive nature. Tyler was recognized as an academic all-American for his success in the classroom and on the soccer field. Tyler’s work ethic and competitiveness led him to be recognized as an NAIA all-American, conference player of the year, and being featured on ESPN’s top plays #2. Tyler was chosen to captain the team his junior and senior year for his ability to lead by example.

Tyler participated in the management of Taylor’s Student Endowment Fund. Taylor University’s Endowment Fund has a total value of approximately $70 million. Tyler’s responsibilities include researching and reporting on domestic and international equities, as well as, summary analysis for the Student Endowment Fund. (Source)

2) Eugene B. Habecker, president of the American Bible Society, is leaving the New York–based organization to become the 30th president of his alma mater, Taylor University in Indiana. Describing his departure as “bittersweet,” Habecker, 58, said his return to Taylor, an evangelical Christian school, was “not about a diminished passion for the Bible cause, it’s about a calling.” (Source)

3) A significant gift to Taylor University’s finance program from Charles Schwab, Inc., has allowed Taylor to relocate and update its finance lab with state-of-the-art equipment. Now located on the first floor of Reade Liberal Arts Center, the new lab features a stock ticker, interactive display, and other monitors designed to enhance student learning.

The lab functions primarily as a research and meeting room for both the domestic and international endowment teams – these teams are student groups that manage about $1.8 million of the University’s endowment fund. Treated as real investment managers by the University Board of Trustees, these students gain experience trading and investing stocks in a professional environment.

Through continued monetary support from Charles Schwab, Inc., over the next several years, the Finance Program will be able to add even more equipment to the lab. The money will also send several top students to New York City for a portfolio competition and conference every year. (Source)

4) The mission of Taylor University is to develop servant leaders marked with a passion to minister Christ’s redemptive love and truth to a world in need. Taylor University is firmly committed to the lordship of Jesus Christ and evangelical Christianity. To assure the central place of Christian principles in the philosophy and life of the University, the trustees, administration, faculty, and staff believe. (Source)

5) 1996 – Taylor receives $3.15 million grant from Lilly Endowment, Inc. and establishes the Samuel Morris Scholars Program on its Fort Wayne campus. (Source)

About Richard C. Wilson