CU Foundation financial and investment documents
Browse the documents below to learn more about the CU Foundation’s financial status, its policies, the CU endowments' performance and other investment information. If you have any questions about these documents, please contact Mike Pritchard, CFO, at (303) 813-7905 or Mike.Pritchard@cufund.org.
Policies and statements
- Frequently Asked Questions about the CU Foundation
- Investment Policy Statement
- Investment Policy Benchmark
- Endowment Spending Policy
- FY 2018 Audited Financial Statements
- FY 2018 IRS Form 990
These investment summaries and guides are produced by CU Advancement and the CU Foundation to provide trustees, directors, donors, and interested parties with an overview of our investments and how CU’s endowment functions.
- Quarterly investment update for summer 2019
- Annual investment update for fiscal year 2019
- Guide to CU Endowments: Investing in the Future of CU
- ESR Reference Guide