The foundation’s total assets topped $453 million in fiscal year 2007. Of that amount, $289.8 million represent permanent endowments, the majority of which are held in the endowment pool. This pool earned an investment return of 19.32 percent in fiscal year 2007. To learn more about the endowment pool, visit our asset allocation page or our 2007 Annual Report.
The details of how we handle the investment of gifts is guided by our investment policy. The purpose of an investment policy is to establish appropriate risk and return objectives in light of the fund’s risk tolerance, spending and investment time horizon. To learn more about how your gift is invested, please explore our investment policy.
The Endowment Pool Distribution Policy governs the distribution of investment return for non-expendable participants (endowed fund accounts). These distributions must support a specified program, project or scholarship for the benefit of Kansas State University. Distributions of earnings are calculated by adjusting the distribution amount annually for inflation. Learn more about our distribution policy.
Yes. You can download a copy here.