| Date: | October 1, 2009 |
| From: | Mark McGurk, Comptroller Pete Homstad, Director of Investments |
| Subject: | UA Endowment Funds Donor Reports, June 30 2009 |
The Financial Services Office, Endowments section has produced donor reports for 664 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, 2009 (FY09).
Due to the large volume of individual donor reports, 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 FY09 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 Pete Homstad at 621-9207; e-mail at homstadp@arizona.edu. For questions regarding endowment reports, please contact Mario Calderon at 626-3895; email at calderonm@arizona.edu
All contents copyright © 2006. Arizona Board of Regents.
