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University of Wyoming Foundation Endowment Fund

Name: University of Wyoming Foundation

Assets Under Management: $586.2 Million (Source: Duke University on 6/30/2014)

Annual Report: University of Wyoming Foundation FINANCIAL STATEMENTS June 30, 2014 and 2013

Portfolio Insights: “The University of Wyoming Foundation is an independent not-for-profit organization established for the purpose of obtaining contributions for the benefit of the University of Wyoming and the management of the related investments in accordance with donor directions. The Foundation and the University of Wyoming Institutional Advancement Office cooperate significantly and utilize common staff in performing the fund raising activities and management of investments. Accordingly, the Foundation’s financial statements present the shared budget expenditures and recognize as support the University of Wyoming’s contribution to the shared budget.” (Source)

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Top University of Wyoming Foundation Endowment Fund Headlines:

1) May 9, 2009 – In his search for dollars to cover a projected $300 million revenue shortfall, Gov. Dave Freudenthal is looking at unobligated matching endowment funds at the University of Wyoming and the seven community colleges.

The governor’s chief of staff, Chris Boswell, sent out an e-mail last month to UW President Tom Buchanan and the community college presidents notifying them that the governor is likely to place a hold on distributions from the various endowment accounts beyond those reported for the first quarter of calendar year 2009. (Source)

2) The University of Wyoming Foundation has received CASE’s 2012 Educational Fundraiser Award, which honors superior fundraising programs across the country. One of the world’s largest nonprofit educational associations, CASE (Council for Advancement and Support of Education) is an international professional association that serves educational institutions and the advancement professionals who work on their behalf. (Source)

3) Business ethics education in the Rocky Mountain region received a major boost with the announcement that the Daniels Fund has awarded the University of Wyoming College of Business $3 million for the Bill Daniels Chair of Business Ethics. It is the largest single private foundation contribution for an academic program endowment in UW’s history. The state of Wyoming is matching the Daniels Fund’s ethics commitment through its UW endowment challenge program to create a $6 million endowment. Through the program, each substantial private donation to the university’s endowment fund is matched on a dollar-for-dollar basis.

“The announcement highlights the reputation of UW’s College of Business as an emerging national leader in forming students in principle-based ethics,” says Brent Hathaway, UW College of Business dean. The latest commitment expands on previous commitments by the Daniels Fund to establish the program, he adds. (Source)

4) November 5, 2009 — An endowment fund to support the UW Geological Museum has been created, and a generous gift to that fund has been announced.

The $8,000 gift of The Friends of the S.H. Knight Geological Museum, founded in the wake of the museum’s closure on June 30, is the latest donation to the fund, bringing the total to $18,000. The nonprofit community benefit organization raised money last summer to raise awareness and funds to reopen the Geological Museum.

“The Friends are excited to be working with the university to reopen a fully operational museum,” says Kelli Trujillo, one of the Friends of the S.H. Knight Museum. (Source)

5) The University of Wyoming, College of Business, has a new undergraduate class that exposes students to the world of investing by allowing students to participate in making real life investment decisions.The University of Wyoming Foundation has allocated $150,000 to this class for investment management purposes. Under the guidance of Professor Walt Werner, six College of Business majors with an interest in the field of investments meet twice a week to discuss market conditions, possible investment options, evaluate investment opportunities and make decisions on which investment options to invest in. This experience is very valuable and is not taught in traditional educational situations.

State Treasurer Cynthia Lummis has had discussions with Professor Werner about his program and the possibility of his class being able to invest a small portion of state permanent funds, much like they do for the UW Foundation. (Source)

About Richard C. Wilson