Financial Planning and Budgets
As the division responsible for oversight of the University’s budget, financial planning and strategy are keys to success.
Endowment and Investments
Careful stewardship of the University’s endowment secures the future for generations of Trinity students to come.
Current Campus Initiatives
From campus construction to systems transformations, get updates about ongoing campus projects.
The Office of Investments facilitates the business and auxiliary services of Trinity University. From people to processes to places on campus, the Office of Investments aims to enhance the educational experience of the Tiger community and advance the reputation of the University.
Financial Overview
Stewarding the University’s budget requires conservative and balanced budgeting as part of sound financial planning and strategy.
The Finance and Administration Division aligns budget needs with strategic priorities, including salaries and benefits. The division also serves to advance student success, support faculty research, improve retention and graduation rates, and create opportunities for greater efficiency.
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$1.7B
Trinity maintains a $1.7 billion endowment to secure the University’s future for generations of students
41%
Portion of Trinity’s operating budget that the endowment supported in FY23-24
$9.2M
Amount of new gifts made to the endowment from June 1, 2021 to May 31, 2022
Quick Access
990 Tax Returns
Trinity University is exempt from federal income tax under Section 501(a) as an educational institution described in Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations are required to share a Public Disclosure Copy of Form 990 to the public upon request. Please contact Tax@trinity.edu to request a copy.
Audited Financial Statements
Public Notices
Endowment and Investments
Finance and Administration oversees the University’s endowment and its distribution. Careful stewardship and planning secures the future for generations of Trinity students to come.
Endowment Report
While COVID-19 upended the familiar rhythms of our campus and affected every single member of our campus community, Tigers persevere with resilience—as we always do. The 2019-20 Endowment Report provides a glimpse into current and future endowment health amid the coronavirus pandemic.
Investment Reports
Investment reports give biannual snapshots of progress toward enrollment, retention, and annual giving goals. These reports are produced by the Alumni Relations and Development Division.
CAMPUS TRANSFORMATIONS
Current Campus Initiatives
From campus construction to systems transformations, get updates about ongoing campus projects.
