CSULB Foundation Annual Report

Investing in the Future

Now Sculpture By Piotr Kowalski

Now Sculpture By Piotr Kowalski

The CSULB Endowment is managed by the CSULB 49er Foundation board of directors. It is comprised of hundreds of individual funds established by donors for a particular purpose. Some of these funds support scholarships, while others support annual lectures, departments and programs.

The endowment is invested in a combination of equities, fixed-income instruments, real estate and cash equivalents, with the goal of achieving the maximum rate of return with an acceptable, prudent level of risk. As of June 30, 2014, the endowment was valued at $ 57,000,071.

Annualized Returns as of June 30, 2014

Fiscal YTD
July 1, 2013 – June 30, 2014

14.10%

3 Year

7.50%

5 Year

11.90%

By the Numbers

U.S. Core Equity 18.99%, U.S. Defensive Equity 18.63%, Small Cap Equity 4.94%, Commodities 4.60%, International Fund 17.88%, Emerging Markets 2.94%, Real Estate 4.81%, Fixed Income/Cash 27.20%.2006 - $ 30,340,575, 2007 - $ 36,072,454, 2008 - $ 36,616,440, 2009 - $ 31,070,238, 2010 - $ 36,563,865, 2011 - $ 46,269,016, 2012 - $ 44,084,299, 2013 - $ 50,528,887 2014 - $ 57,000,071.