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 Finance and Administration Division facilitates the business and auxiliary services of Trinity University. From people to processes to places on campus, Finance and Administration 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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$1.3B

Trinity maintains a $1.3 billion endowment to secure the University’s future for generations of students

35%

Portion of Trinity’s operating budget that the endowment supported in 2019-20

$6.7M

Amount of new gifts made to the endowment from June 1, 2019 to May 31, 2020

Quick Access

990 Tax Returns
Audited Financial Statements
Public Notices

Current Notices

FINANCE AND ADMINISTRATION

Policies and Procedures

Finance and Administration maintains policies and procedures for:

Policy Portal

View all F&A policies on the University's policy portal.

All F&A 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. 

the 2019-20 cover of the Trinity University Endowment Report features a socially distanced classroom in the Chapman Great Hall

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
Budget Analyst
Headshot of Jennifer Castillo
Jennifer Castillo
Budget Analyst
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Ester De Jesus Rivera
Senior Tax Accountant
Staff Headshot: Diana Heeren
Diana Heeren
Associate Vice President for Finance
Staff Headshot: Gary Logan
Gary Logan
Vice President for Finance and Administration
Staff Headshot: Linda Ramos
Linda Ramos
Administrative Assistant
Staff Headshot: Samantha Savoy
Samantha Savoy
Senior Budget Analyst
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 Manager
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Michael McKinnerney
Director of Endowments
Headshot of Lynn Newman
Lynn Newman
Senior Investment Accountant and Operations Specialist
Felicia Velasco
Felicia Velasco
Minerals Analyst

Contact Us

Northrup Hall, Suite 410