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.
Policies and statements
- Frequently Asked Questions about the CU Foundation
- Long-Term Investment Pool (LTIP) Investment Policy Statement
- Short-Term Investment Pool (STIP) Investment Policy Statement
- Investment Policy Benchmark
- Endowment Spending Policy
- FY 2021 Audited Financial Statements
- FY 2021 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.
- Spring 2022 investment update
- Guide to CU Endowments: Investing in the Future of CU
- ESR Reference Guide