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Senior VP Finance & Administration

Summary Financial Information
University of Georgia Endowment Funds

The Board of Regents of the University System of Georgia serves as trustee of endowment funds established by various donors for the benefit of the University of Georgia and its students. The University manages these endowment funds according to policies of the Board of Regents and the terms of the individual endowment agreements.

The following summary reflects the purposes of endowment at June 30, 2007:

  # of Funds Fund Balances Earnings 2006-07
Disbursements 2006-07
Unrestricted Purposes
7
$3,831,955.38
$165,022.58
$2,143.59
Restricted Purposes Other Student Aid
47
$20,317,153.21
$596,898.23
$342,443.55
Scholarships, Fellowships, Awards, and Assistantships
106
$11,579,695.15
$457,884.58
$220,260.36
Student Loans
16
$8,654,326.24
$346,497.78
$325,994.57
Student Loans and/or Scholarships
20
$2,898,220.03
$91,709.06
$77,490.16
 
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Totals
196
$47,281,350.01
$1,658,012.23
$968,332.23

University Endowment Funds included the following investment and cash balances at June 30, 2007:

Fund Assets
Market Value
Cash and Short Term Investments
$18,493,486.94
Trusco Investment
$25,478,499.69
Common Stock
$5.00
Loans
$464,847.93
Bonds and Notes  
$3,068,289.00
Land
$240,469.38
Georgia Higher Education Assistance Corp. Investment
$600.00

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Total
$47,281,350.01

 
 

The University of Georgia
Bursar's Office
Business Services Building
Athens, GA 30602-4227

706-542-1625 / 706-542-3959 (fax)

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