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University of Hawaii Foundation Endowment Fund

Name: University of Hawaii Foundation

Assets Under Management: $374.6 Million (Source: University of Hawaii Foundation on 6/30/2013)

Annual Report: The University of Hawaii Foundation Financial Statements June 30, 2013 and 2012

Portfolio Insights: “The University of Hawaii Foundation (the Foundation) is a not-for-profit entity established to solicit and manage funds for the benefit of the University of Hawaii (the University). The Foundation is governed by a self-perpetuating board of trustees primarily consisting of elected volunteers.

The Foundation reports gifts of cash and other assets as restricted support if they are received with donor stipulations that limit the use of the donated assets. Certain noncash contributions are reported as other assets until liquidation.” (Source)

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Top University of Hawaii Foundation Endowment Fund Headlines:

1) The University of Hawaii Foundation is honored to welcome Herb Conley, Ken Hayashida, Louise Ing, Eric K. Martinson, and C. Scott Wo to the board of trustees.

Herb Conley moved to Hawaii with his wife Nancy in 1975 after receiving degrees in finance and accounting from Oklahoma State University. He began his business career as a CPA with Deloitte in Honolulu in 1975.  In 1978 he moved from accounting to sales, initially running a small family real estate brokerage firm Conley Dew Ltd. In 1995 Conley co-founded and helped lead Coldwell Banker Pacific Properties to become the leading real estate brokerage firm in Hawaii.  In 2005 he negotiated the sale of the company to Cendant Corporation, a Fortune 500 company. He retired as co-managing director in July 2007.

Conley has served on the non-profit boards of the Hawaii Heart Association, Hawaii Theater Center, Aloha United Way, Communities Helping Schools, Young Presidents’ Organization and La Pietra Hawaii School for Girls. He also served on the board of Gentry Homes and currently serves on the board of MC&A. (Source)

2) The University of Hawaii Foundation is forming an endowment fund that will honor the late Stanley Ann Dunham, a UH-Manoa Mathematics alumna and President Barack Obama’s mother. Fundraising is just beginning for the endowment, a partnership between the UH Foundation and the East-West Center. University officials say the fund will support an endowed chair in the anthropology department and scholarships for students focused on that field and other social sciences. Dunham received a BA in Mathematics from UH-Manoa in 1967, then went on to earn an MA (1983) and PhD (1992) in Anthropology from UH. The fund is in the name of Ann Dunham Soetoro, the name Obama’s mother adopted after marrying her second husband, Lolo Soetoro. She also used the name during years of anthropology studies. (Source)

3) The private, nonprofit University of Hawaii Foundation raised $66.9 million during the last fiscal year, the UH Foundation announced last week. While the foundation fell short of the record $70.9 million set in 2007, the fiscal year before the global recession, last year’s donations added up to a 43 percent increase from the year before, giving hope to struggling nonprofit organizations across the islands. (Source)

4) According to University of Hawaii Foundation President and CEO Donna Vuchinich, income generated from leased fees are an ideal form of income to help build an endowment. It’s something that Shidler hopes will catch on across the University of Hawaii system. Columbia University, for instance, owns land under Rockefeller Center. Other leased fees under Shidler-owned properties might also become part of the gift which would make perfect sense for this real estate mogul. (Source)

5) The University of Hawaii Foundation, a nonprofit organization, raises private funds to support the University of Hawaii System. Our mission is to unite donors’ passions with the University of Hawaii’s aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawaii and our future generations. (Source)

About Richard C. Wilson