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
- Long-Term Investment Pool (LTIP) Investment Policy Statement
- Endowment Spending Policy
- FY 2023 Audited Financial Statements
- FY 2023 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.
- Fall 2023 Quarterly Investment Update
- Fiscal Year 2023 Investment Update
- Guide to CU Endowments: Investing in the Future of CU
- ESR Reference Guide