Financial Planning and Budgets

As the division responsible for oversight of the University’s budget, financial planning and strategy are keys to success.

Financial Overview 

 

Endowment and Investments

Careful stewardship of the University’s endowment secures the future for generations of Trinity students to come.

Endowment Overview 

 

Current Campus Initiatives

From campus construction to systems transformations, get updates about ongoing campus projects.

Campus Initiatives 

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 @email to request a copy.

 

Audited Financial Statements
Public Notices

Current Notices

Office of Investments

Policies and Procedures

The Office of Investments maintains policies and procedures for:

Policy Portal

View all Office of Investment policies on the University's policy portal.

All Policies →

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.

Read the Endowment Report

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.

Fall 2020 Investment Report

 

CAMPUS TRANSFORMATIONS

Current Campus Initiatives

From campus construction to systems transformations, get updates about ongoing campus projects.

 

Digital Transformation

Campus Master Plan

Meet the Staff


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Jessica Alfred
Senior Budget Analyst
Michelle Bartonico, PMP, PROSCI
Senior Strategist and Project Manager
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Jennifer Castillo
Senior Budget Analyst
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Noe De La Cerda
Project Manager - Project Portfolio Management Office
Mark Detterick
Vice President for Finance and Administration
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Diana Heeren
Senior Associate Vice President for Finance & Chief Compliance Officer
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Carlton Hendrix, P.E., P.M.P.
Executive Director Project Portfolio Management Office
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Angel Ramirez
Project Manager Project Portfolio Management Office
Linda Ramos
Executive Coordinator to the Vice President (NE)
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Marla Rios
Budget Analyst
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Samantha Savoy
Manager Treasury & Financial Planning
Staff Headshot: Holly Warfel
Holly Warfel
Senior Data Analyst

Office of Investments


Staff Headshot: Craig Crow
Craig Crow
Chief Investment Officer
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Alison Hermann
Investment Director - Marketables
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Chase McAdams
Investment Associate
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Michael McKinnerney
Director - Minerals and Land
Headshot of Lynn Newman
Lynn Newman
Manager Investment Operations & Accounting
Headshot of Felicia Velasco
Felicia Velasco
Minerals Analyst

Contact Us

Northrup Hall, Suite 410