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University of the Incarnate Word Endowment Fund

Name: University of the Incarnate Word

Assets Under Management: $325.2 Million (Source: University of the Incarnate Word on 5/31/2011)

Annual Report: The University of the Incarnate Word Consolidated Financial Statements Years Ended May 31, 2011 and 2010 with Report of Independent Auditors

Portfolio Insights: “The University of the Incarnate Word (the University or UIW) is a not-for-profit Catholic institution located in San Antonio, Texas, that is sponsored by the Congregation of the Sisters of Charity of the Incarnate Word (the Congregation). Most of the students attending UIW are from south and central Texas.

The University has interpreted the Texas UPMIFA as requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowment funds, absent explicit donor stipulations to the contrary.” (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 University of the Incarnate Word Endowment Fund Headlines:

1) The endowment, which will be held and managed by the University of the Incarnate Word, will be used to provide scholarships for IWHS students in the choral program, and/or relatives of IWHS alumnae. To be eligible for the scholarship, sutdents must be admitted to and entering either their junior or senior year at the high school and must have been a student at IWHS for at least two years. The student must also have maintained an academic record for two years of at least a 90 average and have a record of good behavior, no excessive tardies, absences or demerits, participate in the high school’s annual phon-a-thon and must be up-to-date on community service hour requirements. (Source)

2) Dr. Louis J. Agnese, Jr., has been president of the University of the Incarnate Word in San Antonio since 1985, when he became one of the youngest presidents of a four-year institution of higher learning in the United States.

Prior to Incarnate Word, he was a vice president at Briar Cliff College in Sioux City, Iowa, where he served as spokesman for the college’s institutional needs, in addition to sharing responsibility for policy, long-range planning, budget and personnel.

Dr. Agnese is the recipient of numerous professional and civic honors.  He was recognized for his many contributions to higher education in San Antonio when he was chosen as the recipient of the Ford Salute to Education Lifetime Achievement Award in 2006. (Source)

3) Mr. Speaker, I rise today to honor a person who has made an indelible impact on San Antonio and higher education, Dr. Louis Agnese Jr, the President of the University of the Incarnate Word (UIW.) On March 25, 2006, Dr. Agnese will celebrate his 20th anniversary as President of the university and during his tenure the school has been transformed from a small private school into a world class academic institution. Yet despite the changes at UIW, it remains a school committed to expanding both the minds and consciences of its students. I am proud that San Antonio can call UIW one of its schools, but we are especially thankful that Dr. Agnese has applied his talents and energy to making UIW into the institution that it is. (Source)

4) University of the Incarnate Word Provost Dr. Kathi Light is proud to announce the appointment of Timothy A. Wingert, O.D., F.A.A.O. as dean of UIW’s Rosenberg School of Optometry (UIWRSO). Wingert will replace Dr. Andrew Buzzelli who resigned to become the founding dean of the Kentucky College of Optometry. The transition will occur in June. (Source)

5) The University of the Incarnate Word is partnering with the Texas Health and Science University in Austin to create a degree program for acupuncture and traditional Chinese medicine that starts in spring 2014 at UIW in San Antonio.

UIW President Dr. Lou Agnese said a Chinese medicine school is a natural fit for the university’s growing list of health education programs, including schools for nursing, pharmacy, optometry, and physical therapy.

“And for our physical therapy school — physical therapy deals with deep muscle tissue and pain — and traditional Chinese medicine, especially acupuncture, can really help with pain,” Agnese said. “And so the combination of the two for our physical therapy students can really be a wonderful opportunity.” (Source)

About Richard C. Wilson