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UC Davis Foundation Endowment Fund

Name: UC Davis Foundation Trustees

Assets Under Management: $5.7 Billion (Source: UC Davis Foundation on 6/30/2013)

Annual Report: UC Davis 2013 Financial Report

Portfolio Insights: “UC Davis is one of 10 campuses of the University of California (the university), which, as one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The university encompasses 10 campuses, five medical schools and medical centers, three law schools and a statewide Division of Agriculture and Natural Resources. The university is also involved in the operation and management of three national laboratories for the U.S. Department of energy.

The statement of net position presents the financial position of UC Davis at the end of the year. It displays the assets and liabilities of the campus. It displays all of the campus’ assets, deferred outflows, liabilities and deferred inflows. The difference between assets, deferred outflows, liabilities and deferred inflows is net position, representing a measure of the current fiscal condition of the campus.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top UC Davis Foundation Endowment Fund Headlines:

1) The UC Davis Foundation is instrumental to furthering UC Davis’ mission and vision by actively promoting philanthropy and managing donated resources for the advancement of the university. The foundation gratefully accepts philanthropic contributions on behalf of UC Davis, disburses these contributions according to the expressed wishes of the donors, and invests and manages contributions to optimally protect and enhance their financial value, including both current-use funds and permanently invested endowment funds.

A distinguished volunteer board of trustees governs the foundation. These trustees provide important volunteer fundraising leadership for the university, advise university leaders in areas related to public trust and philanthropic support, make philanthropic gifts to the university, and oversee the investments and other business operations of the foundation. Trustees are also important volunteer leaders in The Campaign for UC Davis. (Source)

2) UC Davis Foundation Board Chair Bruce Edwards shakes hands with students at a campus event to announce the UC Davis Matching Fund for Student Support on Monday, December 3, 2012. Under the leadership of Board Chair Bruce Edwards, current and emeriti members of the foundation board and UC Davis administrators personally gave 1.04 million dollars to create a universitywide matching fundraising initiative for endowed student scholarships, fellowships and awards.

An initiative at UC Davis that helped raise nearly $4 million for student scholarships, fellowships and awards recently received international recognition. The Council for Advancement and Support of Education, headquartered in Washington, D.C., with members around the world, recently named UCD the winner of a silver 2013 Circle of Excellence award for its efforts related to the UC Davis Foundation Matching Fund for Student Support. (Source)

3) A former member of the UC Davis Foundation Board of Trustees, she created the Ann E. Pitzer scholarship and donated $1 million to the UC Davis Education Abroad Center to create a study abroad award endowment. She was a 2013 recipient of the Cal Aggie Alumni Association’s Aggie Service Award, which honors a graduate who has demonstrated pride and dedication through sustained volunteerism and leadership. (Source)

4) The UC Davis Foundation is governed by a volunteer Board of Trustees, made up of UC Davis supporters who are distinguished leaders in their fields. Through their dedicated volunteerism, members of the board help increase philanthropic support for UC Davis and steward private gifts to the university, furthering UC Davis’ mission and its global impact. The board works in concert with academic leaders and advancement staff to achieve the foundation’s goals. (Source)

5) The UC Davis Foundation Treasurer & CFO is responsible for maintaining and advancing the fiscal operations and financial integrity of the UC Davis Foundation (Foundation), a California nonprofit public benefit corporation and the primary fundraising body supporting the Davis Campus.

The Treasurer reports to the Vice Chancellor, Development & Alumni Relations. Provides expert leadership in the development of strategies which grow and protect the corpus of the Foundation funds.

Oversees comprehensive investment management and accounting practices, conducts risk assessment to mitigate significant financial risk of Foundation funds. Manages and implements process changes, administer audit and fund distribution activities related to UC Davis Foundation Board decisions. Ensures the Foundation is in good stead at all times and compliant with all agencies regulating public charities. (Source)

About Richard C. Wilson