{"id":1356,"date":"2019-07-12T15:21:07","date_gmt":"2019-07-12T15:21:07","guid":{"rendered":"https:\/\/ohiofoundationreport.org\/2020\/?page_id=1356"},"modified":"2021-07-07T20:42:50","modified_gmt":"2021-07-07T20:42:50","slug":"endowment-report-2","status":"publish","type":"page","link":"https:\/\/ohiofoundationreport.org\/2020\/endowment-report-2\/","title":{"rendered":"ENDOWMENT REPORT 2020"},"content":{"rendered":"
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\u00a0<\/span>With gratitude!<\/h4>\n

Every Ohio University degree continues our long-held mission\u2014a never-ending journey of education that betters our students, our community, and our world. \"Forever\" is a promise we mean to keep, and we couldn\u2019t do it without you.<\/p>\n

Forever Forward means we need individuals like you who provide students with transformative financial assistance, who fund resources that allow for a robust educational experience, and whose generosity will serve as a source of encouragement and inspiration for years to come.<\/p>\n

It means every student that comes through Ohio University is moved by your spirit of giving, and encouraged to think about giving back to their community. Your generosity helps build the generosity of others, and together we are building a future that will endure.<\/p>\n

Thank you for your unwavering support, your partnership and your belief in Ohio University. Forever OHIO.<\/p>\n

My warmest regards,<\/p>\n

Jacquelin R. Weber, BSS \u201996<\/em>
\nSenior Director, Donor Engagement<\/em><\/p>\n<\/div>\n<\/div><\/div><\/div>

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\n\t\t\t\t\t\tPHILANTHROPY IN SERVICE TO EDUCATION. \t\t\t\t\t\t<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t
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January 1, 2020\u2013 December 31, 2020<\/span><\/h3>\n<\/div>\n<\/div><\/div>
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tEndowment History\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
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\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t
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\"\"The endowments that support Ohio University have grown by over $358 million in the past 20 years. These endowed funds provide essential support for the University\u2019s academic mission through scholarships for students, support for faculty research and creative activity, and resources for programs, partnerships, technology, and facilities.<\/h6>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tEndowment Asset Allocation\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
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\"\"The endowment investment portfolio is professionally managed, with a long-term objective to achieve a total return averaging at least the sum of the spending rate, administrative fee, and inflation. The portfolio is broadly diversified into traditional and alternative investments, with all positions falling into one of four broad asset caegories: global equities, global fixed income, real assets and diversifying strategies.\u00a0<\/span><\/h6>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tEndowment Distributions by Purpose\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
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\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t
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\"\"Endowment earnings are authorized for expenditure based on the endowment\u2019s average market value for the trailing 36 months. For fiscal years 2019, 2020 and 2021, the spending rate was 4% for endowed accounts whose market value exceeded the historic gift value. Occasionally, due to a downturn in the investment market, an account\u2019s market value may temporarily fall below its historic value. When this occurs, the endowed account is \u201cunderwater.\u201d The spending rate for underwater endowments is 1%.<\/h6>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tOHIO Endowment Performance\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
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\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t<\/span>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t
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\"\"<\/h6>\n
*Represents the average nominal rate of return, as reported in the 2020 National Association of College and University Business Officers (NACUBO)\u2014TIAA Study of Endowments. \u00a0<\/span><\/i><\/h6>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

\u00a0With gratitude! Every Ohio University degree continues our long-held mission\u2014a never-ending journey of education that betters our students, our community, and our world. “Forever” is a promise we mean to keep, and we couldn\u2019t do it without you. Forever Forward means we need individuals like you who provide students with transformative financial assistance, who fund […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"footnotes":""},"class_list":{"0":"post-1356","1":"page","2":"type-page","3":"status-publish","5":"entry"},"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/Pd9kSz-lS","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/pages\/1356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/comments?post=1356"}],"version-history":[{"count":152,"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/pages\/1356\/revisions"}],"predecessor-version":[{"id":2324,"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/pages\/1356\/revisions\/2324"}],"wp:attachment":[{"href":"https:\/\/ohiofoundationreport.org\/2020\/wp-json\/wp\/v2\/media?parent=1356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}