2012-13 Giving Report
’10
’11
$20.4
$20.1
’09
$25.6
$18.3
’06
$18.9
’05
$27.1
$23.7
Joe Mucha ’66 Chair, Board of Trustees
$25.1
Saint John’s had another solid year for fundraising, bringing in $20.4 million in gifts and pledges. This includes $14.6 million for the University and $5.8 million for the Abbey, and represents the second highest total since the start of the capital campaign in July 2008. During the past five years, Saint John’s has raised approximately $102.5 million.
$30.3
$32.1
Total Giving
Figures in millions
FY
’04
’07
’08
’12
’13
Annual Giving $3.5
$3.4
$3.5
$3.6
$3.6
$3.7
’05
$3.6
’04
$3.1
$2.8
Dan Whalen ’70 Resource Development Committee
$2.8
This past year, Saint John’s achieved notable results with our Annual Fund campaigns, raising $3.7 million in unrestricted annual gifts, our highest total ever. This included $2.8 million for the College of Arts & Sciences and all-time records for the School of Theology • Seminary ($331,177), the Hill Museum & Manuscript Library ($233,708) and the Abbey ($363,667). In addition to unrestricted Annual Fund gifts, Saint John’s University raised $2.5 million in restricted annual gifts and $2.1 million in other restricted gifts, and the Abbey raised $231,014. This brings the total in restricted and unrestricted annual giving to $8.6 million for Saint John’s University and Abbey.
’07
’08
’09
’10
’11
’12
’13
Figures in millions
FY
’06
Investment Report I am pleased to report that Saint John’s investment portfolio grew by 12.7 percent in the fiscal year ending June 30, 2013. Many individual funds had positive returns, and most outperformed their respective benchmarks. On an annualized basis, our portfolio has outperformed the Blended Index for the 10-year period. Our returns also compare favorably with peer colleges and universities. The fund balance for Saint John’s endowment increased significantly from $141.5 million on July 1, 2012 to $152.2 million for the year ending June 30, 2013. This increase was the result of the combination of new gifts to endowment and investment returns exceeding the draw from the endowment.
Don Schumacher ’65 Investment Subcommittee
6
SJU Blended Index 70 S&P 500, 30% Barclay’s Aggregate
12.73% 14.21% 11.34% 14% 2012-13
Three-Year Annualized
7
4.16% 6.46%
7.27% 6.46%
Five-Year Annualized
Ten-Year Annualized