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Financials

Financials

Audited Financials FY 2015 and 2016

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2014 Form 990 and 990-T (FY2014/15)

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2013 Form 990 and 990-T (FY2013/14)

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private_support_totals_15-16Private Giving FY 2015-2016

More than $87 million in private support was given to The University of New Mexico during the July 1, 2015 – June 30, 2016 fiscal year. Along with you, almost 13,000 donors provided in excess of 33,000 gifts, proving that the future of student success, excellent patient care, outstanding faculty and cutting-edge research are highly valued at UNM. Private support includes gifts and pledges received for the benefit of UNM’s students, schools, colleges, departments and programs. Your generosity changes worlds daily at The University of New Mexico. We are grateful for your trust, and we thank you for your gifts.

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Consolidated Investment Fund FY 2015-2016

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, and thus the benefit to UNM, at a commensurate and acceptable level of risk. Investment strategy is guided by the concept of complementary managers who are responsible for specific asset categories and management styles in a diversified portfolio (see “CIF Asset Allocation” chart below).

The CIF finished the year with a market value of approximately $395.1 million, compared to $405.8 million a year ago, and an investment return of -1.3 percent, as compared to 0.5 percent the previous fiscal year.

In addition to customary investment management expenses, a development funding allocation (DFA) of 1.6 percent is assessed against each participating fund to assist with operational expenses.

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How We Report Your Gifts

The UNM Foundation (UNMF) complies with various standards when reporting private gifts, depending on the purpose of the report and the requirements of the requesting organization. We welcome your questions at (505) 313-7600 or (505) 277-4503.

  • This UNMF Annual Report of Giving reports the total effort of the UNM community in engaging private donors. Using Council for Advancement and Support of Education (CASE) campaign counting methods, 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.
  • The UNMF’s audited financial statements report your gifts in accordance with Generally Accepted Accounting Principles (GAAP). 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 GAAP, are omitted.
  • Additionally, we participate in the Voluntary Support for Education Survey (VSE), which requires only gifts of cash and cash equivalents be reported.

Given their differing objectives, each of these standards reports the gifts received by UNM differently. Campaign reports are distributed monthly and through this Annual Report of Giving. Our audited financial statements and a link to VSE report totals are available here: http://cae.org/images/uploads/pdf/VSE-2014-Survey-Respondents-by-State.pdf (see page 20).

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