| Date: | September 10, 2010 |
| From: | Gail Craig-Jager, Assistant Comptroller Pavel Jandura, Director, Finance & Administration |
| Subject: | UA Endowment Funds Donor Reports, June 30 2010 |
The Financial Services Office, Endowments section has produced donor reports for 660 endowments at the University of Arizona. The reports provide a summary of the financial activities of the endowment account and corresponding expendable account for the fiscal year ended June 30, 2010 (FY10).
The endowment report for your department/college is available via the Information Services Web (ISW). The title of the electronic report is "DONORRPTS - Donor Reports", and can be found under the Report Folder "UA Endowments Market Value Rpt."
In addition to providing information to the departments, these reports are intended to aid development officers in soliciting additional funds and in providing information to donors. The payout rate for endowment accounts for FY10 was 4% based on a three-year average market value, with adjustments made for additions and deductions from the endowment corpus. Funds are distributed monthly to endowment expendable accounts.
If you have questions regarding the investment of your endowments, please contact Pavel Jandura at 626-4170; e-mail at jandurap@arizona.edu. For questions regarding endowment reports, please contact Mario Calderon at 626-3895; email at calderonm@arizona.edu.
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