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University System of New Hampshire & Foundations Endowment Fund

Name: University System of New Hampshire & Foundations

Assets Under Management: $161.9 Million (Source: University System of New Hampshire & Foundations on 6/30/2013)

Annual Report: Financial Statements University of New Hampshire Foundation, Inc. Year ended June 30, 2013

Portfolio Insights: “The University of New Hampshire Foundation, Inc. (the “Foundation”) was incorporated in 1989 as a not-for-profit, tax-exempt organization. Its primary purpose is to solicit, collect, invest and disburse funds for the University of New Hampshire (“UNH”).

Investments and investment activity are reported at fair value and, accordingly, changes in fair value are recorded as unrealized gains or losses on investments. Purchases and sales of securities are recorded as of the trade date. The fair value of publicly traded securities is based upon quoted market prices. The estimated fair value of investments without traditional markets (i.e., private equity, inflation hedging assets and non-marketable real assets) is based on net asset value provided by fund managers and reviewed by management. (Source)

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Top University System of New Hampshire & Foundations Endowment Fund Headlines:

1) University of New Hampshire foundation officials are working toward creating a “sustainable” fund as an alternative to fossil fuel divestment of all its endowment. University of New Hampshire foundation officials are working toward creating a “sustainable” fund as an alternative to fossil fuel divestment of all its endowment funds.

While that may be all that the foundation puts on the table, a student organization leading the divestment charge sees it as a great first step, but a first step only. The staff of the foundation is working on a recommendation to the foundation’s board of directors, which is meeting in May, according to foundation president Deborah Dutton. (Source)

2) As president of the University of New Hampshire Foundation, Young Dawkins recently led the foundation’s capital campaign, The Next Horizon: the Campaign for the University of New Hampshire, to surpass its $100 million goal more than two years ahead of schedule. Formerly vice president for development at Oberlin College, Dawkins was the principal architect of the college’s $165 million capital campaign. Dawkins began his career as a major gift officer and director at Dartmouth College, his alma mater, where he was credited with securing a $30 million gift to construct a library. He was a 1998 recipient of the CASE Steuben Apple Award for Teaching Excellence. (Source)

3) In 2013, Harry S. Patten was invited to join the University of New Hampshire Foundation Board, which is the governing board for the University. The UNH Foundation was established in 1989 to build private support for the University of New Hampshire. The energetic team of dedicated professionals works in concert with the University to strengthen programs, support deserving students, provide opportunities for the faculty, enhance facilities, and address other areas of need. (Source)

4) Jerry Azumah became a board member of the University of New Hampshire Foundation in 2001. The Foundation builds private support for the University of New Hampshire. In the summer of 2003, Azumah donated a six-figure gift to the Foundation which was directed to the University’s athletic department. The Jerry Azumah Performance Center was a direct result of Azumah’s gift. At age 25, Azumah became the youngest UNH alumnus to give a gift over $100,000. (Source)

5) A charitable bequest is a gift to the University of New Hampshire Foundation that is made through your will or living trust. While you are alive, you retain complete control of your bequest assets. When your estate is settled, your estate will receive a federal estate tax deduction at that time that is equal to the value of your gift, which may save estate taxes. One of the great appeals of the charitable bequest is that it is very flexible. (Source)

About Richard C. Wilson