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University of St. Thomas Endowment Fund

Name: University of St. Thomas Controller’s Office

Assets Under Management: $1.12 Billion (Source: University of St. Thomas on 6/30/2013)

Annual Report: University of St.Thomas Financial Statements Fiscal Year Ended June 30, 2013

Portfolio Insights: “Founded in 1885, the University of St. Thomas (the University) is a Catholic university based in the Twin Cities of St. Paul and Minneapolis. The largest private university in Minnesota, the University offers bachelor’s degrees in over 85 major fields of study and more than 45 graduate degree programs including master’s, education specialist, juris doctor and doctorates.

The University investments include operating as well as endowment and other long-term assets. Operating cash is invested in mutual funds, the majority of which is invested in U.S. Treasury obligations. The University’s long-term assets are invested in a diversified asset allocation approach, within defined limits, which maintains exposure to global equity, fixed income, real estate, commodities, hedge funds, and private equity through a partnership with external investment managers operating through a variety of investment vehicles including separate accounts, commingled funds, mutual funds, and limited partnerships.” (Source)

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Top University of St. Thomas Endowment Fund Headlines:

1) University of St. Thomas endowment fund, St. Paul, Minn., hired Thomson Horstmann & Bryant for U.S. equities, said Carol Peterfeso, assistant treasurer of the $150 million fund. The firm is being assigned $13 million. Assets came from a reallocation. (Source)

2) The University of St. Thomas has exceeded an ambitious $500 million fundraising goal that will bankroll new scholarships, bolster its endowment and that already has transformed its St. Paul campus.

The state’s largest private school raised $515.1 million during its “Opening Doors” campaign, officials revealed at a dinner Wednesday night. The campaign, most of it conducted during the recession, caps the 22-year presidency of the Rev. Dennis Dease, who will retire in 2013.

It is the biggest campaign for any private college in the state and, according to St. Thomas, larger than any in surrounding states. The difficult economy affected “the nature of gifts,” if not the amounts, said Mark Dienhart, executive vice president and the campaign’s director. About two-thirds of the $515.1 million came from pledges yet to be paid and bequests — increasingly common forms of giving to colleges. (Source)

3) The University of St. Thomas is committed to sustainability through a climate action plan and a component in the strategic plan. Two administrative committees meet monthly to address sustainability issues. The university purchases some green products when possible. Many appliances and electronics meet Energy Star guidelines, and all computers meet EPEAT standards. A revolving loan fund was established in August 2010 to finance sustainability projects. (Source)

4) Oct 24, 2007 – The University of St. Thomas publicly announced a $500 million capital campaign Wednesday. The institution is already more than halfway to its goal, helped by a $60 million gift — the largest single donation for any Minnesota school.

The gift comes from Lee and Penny Anderson. Lee Anderson is CEO of APi Group, which grew from a small Minnesota insulation company into a $900 million group of businesses in construction and fire protection fields. He’s also a St. Thomas Trustee.
St. Thomas MPR Photo/Art Hughes. Anderson says he and his wife have long considered making a gift to a higher education purpose. (Source)

5) Oct 19, 2012 – The University of St. Thomas has announced the completion of the most successful fundraising campaign of any private institution of higher education in Minnesota and its four neighboring states.

Gifts and pledges totaling $515,104,773 have been generated in the university’s “Opening Doors” capital campaign, Father Dennis Dease, the school’s president, told a dinner audience Oct. 17 in the Anderson Athletic and Recreation Complex. “The campaign transformed our campus with stunning new facilities. But most significant was our single-largest goal, raising $142 million for financial aid that will open the doors to a St. Thomas education for future generations of students from all economic and cultural backgrounds,” Father Dease said. (Source)

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