Revisions for 8.13 Endowments
| Revision | Operations |
|---|---|
| 08/03/2023 - 9:41 am by hmoreno74 | Current revision |
| 01/04/2023 - 12:09 pm by hmoreno74 Added additional endowment type entry to table located under Procedures, as well as updated endowment type titles and dollar amounts for existing entries. No change in policy. |
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| 08/02/2022 - 7:44 am by joeg Updated Payout rate and Management Fee rate for 2022 fiscal year. No change to policy. |
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| 05/05/2022 - 4:55 pm by joeg Update to Procedure 1b to clarify how to access and navigate the UA Foundation website. No change to policy. |
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| 07/21/2021 - 9:36 am by joeg Update to Payout Rate and Management Fee percentages effective July 1, 2021 |
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| 02/24/2020 - 11:43 am by joeg Minor update to quasi-endowment definition and procedure. |
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| 01/14/2020 - 10:20 am by joeg Minor revision: Removed Endowment template (Procedure 1.a.) and Quasi-Endowment template (Procedure 3.d.) |
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| 07/01/2018 - 8:07 am by ejv Updated the endowment management fee from 1.35% to 1.25% effective July 1, 2018. |
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| 02/08/2018 - 8:04 am by ejv | |
| 01/09/2018 - 10:49 am by ejv No change to policy. Reformatted to include definitions, procedure, frequently asked questions, and related information. |
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| 12/07/2017 - 11:07 am by ejv |