Latest Endowment & Investment Accounting News

Many Older Endowments Still Not Invested In Endowment Pool

Posted December 11, 2008 in Endowment & Investment Accounting, Financial Reporting and Accounting.

In 1991, the University created the Endowment Investment Pool (Pool). At that time, the University’s Board to Trustees (Board) required that all subsequently established endowments must be invested in the Pool. For endowments in existence when the Pool was created, … Continue reading →

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Endowment Projections – Q1 FY 2009

Posted December 9, 2008 in Endowment & Investment Accounting, Financial Reporting and Accounting.

The ending quarter endowment pool unit market value for September 30, 2008, is $187.62 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FS News. All other factors in the instructions … Continue reading →

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F&BS Training Opportunities

Posted September 10, 2008 in Controller, Endowment & Investment Accounting and tagged , .

Financial and Business Services is pleased to announce two training opportunities that were recently added to the roster. Internal Controls workshop will be held on November 10, from 2:00 – 3:30 p.m. This workshop is intended for business officers who … Continue reading →

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Endowment Projections – Q4 FY 2008

Posted September 3, 2008 in Endowment & Investment Accounting, Financial Reporting and Accounting.

The ending quarter endowment pool unit market value for June 30, 2008, is $208.16 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FS News. All other factors in the instructions … Continue reading →

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Endowment Projections – Q3 FY 2008

Posted June 2, 2008 in Endowment & Investment Accounting, Financial Reporting and Accounting.

The ending quarter endowment pool unit market value for March 31, 2008, is $211.56 per unit. This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FS News. All other factors in the instructions … Continue reading →

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Estimating Endowment Income

Posted February 13, 2008 in Endowment & Investment Accounting and tagged .

Have you ever wondered how to estimate how much endowment income your department will have to award scholarships or fund programs? Would you like to know how to calculate this? Come to our new supplemental Endowment Income Projections training following … Continue reading →

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Endowment Projections

Posted February 12, 2008 in Endowment & Investment Accounting, Financial Reporting and Accounting, Grants and Contracts Accounting and tagged , .

Financial and Business Services is pleased to offer colleges and departments two methods for estimating the amount of endowment income expected during the next fiscal year. In the future, the necessary factors for doing the calculations will be provided on … Continue reading →

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NEW FBS Training & “Academic Roadshows”

Posted October 17, 2007 in Endowment & Investment Accounting, Financial Services, Travel and tagged , .

FS hits the road – bringing Special Topic discussions to your department! Endowments 101 for Academic Leadership – For those interacting with donors or those making financial decisions for endowment expendable accounts. Internal Controls for Non-accountants – Designed with academic … Continue reading →

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Use of Endowment Supported Funds

Posted April 12, 2007 in Endowment & Investment Accounting.

Development and Business Services staff have been working on a project to create reports on endowment activity for donors. This is the first in a series of communications regarding this project. Please read on to learn more about how this … Continue reading →

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New Guidelines for Quasi-Endowments

Posted February 8, 2006 in Endowment & Investment Accounting, Financial Reporting and Accounting and tagged .

A new form has been created, Agreement to Establish a Quasi-Endowment, which is to be used in requesting the creation of a fund functioning as an endowment. This form should accompany the Activity/Project Set-Up Request form when a new quasi-endowment … Continue reading →

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