Financials

Audited Financial Statements FY 2020 and 2019

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Audited Financial Statements FY 2019 and 2018

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2018 Form 990 and 990-T (FY2018/19)

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2017 Form 990 and 990-T (FY2017/18)

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2016 Form 990 and 990-T (FY2016/17)

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Private Giving FY 2019-2020

More than $94 million in private support was given to The University of New Mexico during the July 1, 2019 – June 30, 2020 fiscal year. Private support includes gifts and pledges received for the benefit of UNM’s students, schools, colleges, departments and programs.

Along with you, more than 8,900 donors provided more than 27,000 gifts that support UNM’s mission of student and faculty success, worldclass research and exceptional patient care at clinics and hospitals.

Your generosity builds the future at The University of New Mexico. We are grateful for your trust, and we thank you for your support.

 

Consolidated Investment Fund FY 2019-2020

The UNM Board of Regents has delegated authority to the UNM Foundation Investment Committee to oversee and manage the endowment assets of the University and the Foundation. The pooled assets are combined for investment purposes and operated as a unitized pool known as the Consolidated Investment Fund (CIF). The CIF is managed in accordance with the Consolidated Investment Fund Investment Policy, which is approved by both the UNM Foundation Board of Trustees and the UNM Board of Regents.

CIF investments are invested for the long term using a diversified approach, with the principal goal of maximizing the return at a commensurate and acceptable level of risk, to benefit UNM. Investment strategy is guided by the concept of complementary managers that are responsible for specific asset categories and management styles in a diversified portfolio.

The CIF finished fiscal year 2020 with a $444.6 million market value at June 30, 2020, and an investment return of -0.2 %. Investment markets continued to improve after June 30. The CIF gained 6.3% in the first quarter of fiscal year 2021, closing with a market value of $466.0 million at September 30, 2020.

In addition to customary investment management expenses, a development funding allocation of 1.85% is assessed against each participating fund to assist with operational expenses.

 

How We Report Your Gifts

The UNM Foundation complies with various standards when reporting private gifts, depending on the purpose of the report and the requirements of the requesting organization.

The UNM Foundation’s Annual Report of Giving reports the total effort of the UNM community in engaging private donors. Based on UNM Foundation campaign counting standards, qualifying bequests, cash and in-kind gifts donated directly to UNM-affiliated units, as well as pledges meeting the criteria, are counted and recognized in the annual total.

Our audited financial statements report your gifts in accordance with Generally Accepted Accounting Principles. Unlike campaign reporting, gifts of bequests, cash and in-kind gifts donated directly to UNM-affiliated units, as well as pledges outside the criteria for Generally Accepted Accounting Principles, are omitted.

Given their differing objectives, each of these standards reports the gifts received by UNM differently. Campaign reports are distributed monthly and through our annual Report of Giving. We welcome your questions at (505) 313-7600.