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Valparaiso University Endowment Fund

Name: Valparaiso University

Assets Under Management: $491.6 Million (Source: Valparaiso University on 6/30/2010)

Annual Report: Valparaiso University Accountants’ Report and Financial Statements June 30, 2010 and 2009

Portfolio Insights: “Valparaiso University (University) is a coeducational institution, which combines liberal arts with professional programs and is dedicated to superior teaching and excellent scholarship. The University maintains pooled investment accounts for its endowments. Investment income and realized and unrealized gains and losses from securities in the pooled investment accounts are allocated annually to the individual endowments based on the relationship of the fair value of the interest of each endowment to the total fair value of the pooled investments accounts, as adjusted for additions to or deductions from those accounts.

The University’s endowment consists of approximately 700 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the governing body to function as endowments (board designated endowment funds). As required by accounting principles ge nerally accepted in the United States of America (GAAP), net assets associated with endowment funds, including board-designated endowment funds, are classified and reported based on the existence or absence of donor-imposed restrictions.” (Source)

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Top Valparaiso University Endowment Fund Headlines:

1) Valparaiso (Valpo) enrolls nearly 3,900 students from most states in the US and nearly 40 other countries. Founded in 1859, Valpo University is known for its outstanding liberal arts education and professional programs. It is of independent Lutheran religious affiliation. (Source)

2) Valparaiso University, Valparaiso, Ind., has begun construction of a new Union building on the site of the former Moellering Library. The university’s Web site includes a Union project Web page with a webcam of the construction site, video of the news conference announcing the project and more information.

A Valparaiso University news release said, “Total cost of the project is approximately $74 million, which includes construction of the 202,000 square-foot, two-story building in addition to expenditures for furnishings, kitchen equipment, development of supporting campus infrastructure, site preparation, professional fees and an endowment fund to support building operations. The new facility will more than triple the usable space available in the current Union, which opened in 1955.” The new building will include a cafe, a main dining room, a multipurpose banquet hall, the Book Center, a mailbox for each student living on campus, an office suite for the Career Center, office space for Union and Dining Services, and program space for the Office of International Studies, Office of Multicultural Programs, student government and other student organizations. A second floor outdoor terrace will face south toward the Chapel of the Resurrection and the Christopher Center for Library and Information Resources. The project is expected to take nearly two years. (Source)

3) Jun 26, 2007 – Valparaiso University today announced that it is launching a $200 million campaign and that university President Dr. Alan F. Harre will retire at the end of the 2007-08 academic year. Harre has served in the leadership role for 20 years. The campaign, which is the largest in school history, will focus on the university’s endowment and on three capital projects, including completion of a new Union now under construction. The university says it is forming a presidential search committee to select the school’s 18th president and expects to hold its first meeting in July. (Source)

4) Valparaiso University is moving forward on a path of growth and innovation, energized by a recently completed Strategic Plan. A comprehensive institution of higher learning built on a historic foundation in the liberal arts. Valparaiso University offers outstanding professional and graduate programs in engineering, nursing, business and law.

The University Guild has been a partner to Valparaiso University since 1931. The Guild has members across the country who make contributions and coordinate projects to serve the Guild’s mission to enhance the student experience while exemplifying the University’s ideals of scholarship, freedom and faith. (Source)

5) The Indianapolis-based Lilly Endowment Inc. has announced a grant of $538,000 to Valparaiso University in Valparaiso, Indiana, to establish a center that focuses on ethics and theology as they relate to children, the Northwest Indiana Times reports.

Led by humanities and theology professor Marcia Bunge, the Project on Childhood Studies, Theology, and Ethics will publish three books on the subject, promote related research and curriculum, and create a Web site with relevant scholarly resources. In addition, the center will bring together ethicists, biblical scholars, theologians, religious leaders, and educators to discuss children’s issues.

“The project aims to establish reflection on children as a legitimate area of inquiry within theology, ethics, and religious studies and to encourage theologians and ethicists to contribute more significantly to public and academic debates about children and child well-being,” said Bunge. “I also hope the project can help members of religious communities to increase their support for children and their families, to strengthen their efforts in spiritual formation and religious education, and to address more wholeheartedly the needs of children today.” (Source)

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