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University of Minnesota Foundation Investment Advisors

Public charity990-T FY2023
DBA: INVESTMENT ADVISORS
Other · MINNEAPOLIS, MN · EIN 41-1931343
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About

To provide the highest level of stewardship for university donors through professional management and oversight of the university of minnesota foundation's assets by creating a focused investment environment with clarity of purpose, appropriate flexibility, and freedom to focus on investment-related issues.

DBA Investment Advisors

Donations are tax-deductible
Category
Other
Employees
12
Volunteers
10

Financial Snapshot

FY ending 2024-06-30
Revenue
$5.9M
Expenses
$5.9M
Assets
$3.4M
Liabilities
$3.2M

Financial history

$5.9M$3.0M$0
222324
RevenueExpenses
Latest FY2024: $5.9M · Avg: $5.6M
UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS
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Address

420 N 5TH ST STE 650
Minneapolis, MN, 55401-231

Governance

Voting board members9
Independent members8
Conflict-of-interest policyYes
Whistleblower policyNo
Doc-retention policyNo
Audit committeeNo
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo
Public records
ProPublica Nonprofit Explorer ↗
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