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Ursinus College Endowment Fund

Name: Ursinus College

Assets Under Management: $275 Million (Source: Ursinus College on 6/30/2011)

Annual Report: Ursinus College Financial Statements June 30, 2011 and 2010 (With Independent Auditors’ Report Thereon)

Portfolio Insights: “Ursinus College (the College) is an independent, four-year liberal arts college founded in 1869. The mission of the College is to enable students to become independent, responsible, and thoughtful individuals through a program of liberal education. The College enrolls approximately 1,742 full-time students, approximately 93% of whom live in College residence halls.

The College’s endowment consists of approximately 990 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. Net assets associated with endowment funds, including funds designated by the board of trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.” (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 Ursinus College Endowment Fund Headlines:

1) Drew Lewis and his wife, Marilyn, have promised to give $3 million to Ursinus College for construction of a fieldhouse, the college has announced. In typical low-key style, the Upper Salford Township couple made it clear to the college that they did not wish to be interviewed, college spokeswoman Sally Widman said Friday. (Source)

2) Dr. Bobby Fong, President of Ursinus College since July 1, 2011, passed away Sept. 8 due to natural causes.

For the past three years, Bobby has been a thoughtful leader of our Ursinus community. He cared deeply for our students and was honored to have led an institution that encouraged them to live purposefully. This was always the greatest source of pride for Bobby, and he spoke eloquently of how Ursinus embraced the process of learning.

He was inspiring, passionate about Ursinus and very proud of our faculty, students and staff. He had a long and distinguished career that included two presidencies, a role as chief academic officer, a deanship and a well-earned reputation for his scholarship. (Source)

3) Ursinus College has again teamed up with The Collegeville Economic Development Corp. (CEDC) to feature the 1945 comedy “Dream Girl” in its first “Dinner & a Show” of 2015 with 15 local restaurants offering dinner specials to individuals who attend. Performances for the wacky comedy “Dream Girl,” are scheduled at 7:30 p.m. Feb. 18, 19, 20 and 21. Tickets are only $5 general admission and $2 for students and senior citizens. (Source)

4) Mark Gadson came to Ursinus College in November, 2011 reporting to the Senior Vice President for Advancement. He is responsible for managing the major and planned giving efforts at Ursinus College, with a special emphasis on growing the endowment and ensuring that the Advancement office has a strategic plan to secure funding for major projects identified and prioritized by the leadership of the College. In addition, he personally works on gift planning strategies with the College’s top donors to secure gifts of $100,000+. (Source)

5) Ursinus College in Collegeville, Pennsylvania has received a donation of over 1,300 works of art from the Philip and Muriel Berman Foundation, and will be presenting an exhibition “A to Z: Highlighting the Berman Collection” in honor of the gift. The show will open on October 20 at the college’s Philip and Muriel Berman Museum of Art and run through January of 2014.

The donation includes work by Andy Warhol, Paul Cezanne, Edgar Degas, Henri Matisse, Pablo Picasso, John Sloan, James Whistler, and Ellsworth Kelly. The works in the gift span many media, including paintings, sculptures, prints, and works on paper.

Nancy Berman, president of the Berman Foundation, made the gift in honor of her late parents Philip and Muriel Berman, who founded the art museum at Ursinus College in 1989. (Source)

About Richard C. Wilson