Historic $100 million

For the first time in foundation history, the foundation’s total assets exceed $100 million. Through the diligent work of the investment committee, the foundation transitioned to new alternative investments while holding an upper target range exposure to equities that bolstered earnings on the endowment portfolio to a 15.6 percent total return for the year.

Net Asset Growth

This year, the foundation’s net assets increased by $14.5 million; this milestone was achieved through your investment in JMU and an excellent return on investments. Our mission is and will always be to provide the much needed support to James Madison University in order for the university to accomplish its goals. The bar graph above shows our net assets growth through the years. 

 

bar graph

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