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Whitman College Endowment Fund

Name: Whitman Investment Company

Assets Under Management: $504 Million (Source: Whitman College on 6/30/2014)

Annual Report: Whitman College’s 2014 Financial Statements

Portfolio Insights: “Whitman College’s consolidated financial statements for the year ended June 30, 2014 are provided for your review. Whitman added to another strong year financially. Assets and net assets increased by 11% and 12% respectively. Once again the main factors of that growth are a positive investment return of 14.5% and contributions to the College. The College last incurred additional debt in 2008 and its obligations on bonds and mortgages are only 7.9% of assets and total liabilities are just under 14% of assets. The College’s investments total almost $523 million.

Whitman College’s Now is the Time Campaign will end June 30, 2015. At the end of this September, the campaign had raised about $147 million to wards its total goal of $150 million in gifts and bequests. The campaign has focused on strengthening the College’s endowment, and donors have responded with significant new contributions to endowment.” (Source)

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Top Whitman College Endowment Fund Headlines:

1) Whitman College is an independent, co-educational, non-sectarian residential liberal arts and sciences undergraduate college in Walla Walla, Washington. The college is located in the heart of the city, in southeastern Walla Walla County of Washington State, 2.5 hours from Spokane, 4 hours from Portland, and 4.5 hours from Seattle by car.

Whitman College is a nationally ranked liberal arts school and is ranked as the best liberal arts school in the Pacific Northwest, according to the U.S. News & World Report college rankings. Situated on a campus surrounded by wheat fields and wineries, Whitman College offers a challenging educational experience with a 10 to 1 student to faculty ratio and few teaching assistants, allowing for direct access to faculty. The college boasts an 86% graduation rate, the highest in the Pacific Northwest and 5th highest west of the Mississippi. Additionally, the college has the largest endowment-and-trust-funds per student ratio and the highest alumni participation in its annual fund. (Source)

2)  Whitman College is a private institution that was founded in 1883. It has a total undergraduate enrollment of 1,541, its setting is rural, and the campus size is 117 acres. It utilizes a semester-based academic calendar. Whitman College’s ranking in the 2015 edition of Best Colleges is National Liberal Arts Colleges, 37. Its tuition and fees are $44,800 (2014-15).

Campus activities are a big part of student life at Whitman College, a liberal arts institution in the rural small town of Walla Walla, Wash. Students come out in droves for intramural sports – about 70 percent compete on some team – and Greek life. Though the school only has a handful of sororities and fraternities, about a third of the student body is involved in the Greek system. About 20 percent of students compete on the Whit varsity sports teams, all members of the NCAA Division III Northwest Conference. If going Greek or playing sports isn’t your thing, there are more than 100 other student clubs and organizations to check out, too. The campus has an indoor rock climbing facility, where students can climb for fun or for course credit. Outdoor recreation lovers can also earn academic credits in unique courses such as glacier mountaineering, kayaking or wilderness skills. The student Outdoor Program coordinates just-for-fun recreation trips, too, like moonlight sea kayaking and whitewater rafting. Students at Whitman can also take advantage of the school’s western location by enrolling in the unique Semester in the West program, a three-month journey through Oregon, Nevada, California, Utah and Idaho in a converted horse trailer. (Source)

3) Whitman College’s 88% graduation rate is one of the highest west of the Mississippi River. Whitman’s library, health center, and computer labs are open 24/7. The Princeton Review’s annual The Best Colleges publication consistently gives high rankings to Whitman for Professors Get High Marks, Best College Theater, Everyone Plays Intramural Sports, Best Classroom Experience, School Runs Like Butter, Happiest Students, Best College Radio Station, Best Quality of Life, Lots of Race/Class Interaction, and Class Discussions Are Encouraged. More than 40 percent of alumni contribute annually to the annual fund. The percentage of alumni financial support places Whitman among the top 3 colleges in the West. (Source)

4) Whitman College is a highly selective, four-year, liberal arts and sciences college established in 1882 in Walla Walla, Washington. A Whitman education is intended to promote intellectual, personal, and social development. Through a combination of demanding academic and co-curricular experiences, Whitman provides its students with a comprehensive and balanced undergraduate education.

Whitman is consistently rated as one of the best liberal arts colleges in the country according to a variety of publications, including Forbes, Kiplinger’s, and Washington Monthly. Whitman is the only top-tier national liberal arts college in the Pacific Northwest as ranked by U.S. News & World Report. The Princeton Review lists Whitman among the top schools in the country based on academic rigor and quality of life. Forbes recently cited Whitman as among “The Only Colleges that Matter”–50 schools recognized for outstanding educational outcomes. (Source)

5) The Whitman Investment Company (WIC) is a student run long-only fund that manages over $700,000 of Whitman College’s endowment. The Company holds weekly lunch meetings in the Reid Campus Center to discuss the portfolio, provide
investment training, and take action on any of the positions it holds. Meetings are usually held on Tuesday at noon in the Reid Campus Center Room G02 (next to the bookstore) and are open to all Whitman College students and invited guests. (Source)

About Richard C. Wilson