Texas A&M Foundation 2015 Annual Report
Welcome to the Texas A&M Foundation’s 2015 online annual report.
A New Annual Report
This site provides more information about the Foundation’s past fiscal year in an interactive and engaging manner. As you scroll through the site, we hope that you are inspired by the Foundation’s accomplishments over the last fiscal year.
In the Financials section, learn more about the Foundation’s 2014-2015 performance. This section includes many never-before-seen statistics, including our long-term investment pool growth, top corporate and foundation donors, and maps showing, to the penny, from where our gifts hail.
The Initiatives section showcases four notable gifts we received during the past fiscal year in addition to the enormous impact these gifts are having on students, faculty, colleges and programs. The Impacts section identifies four projects that we consider top fundraising priorities moving forward.
At any point during your visit, please feel free to give us your feedback by filling out the four-question survey. It will appear to the right of your screen after you’ve scrolled through a portion of the site. You can also email us at firstname.lastname@example.org with any comments or suggestions about the new annual report.
And finally, as you read, remember that everything the Foundation accomplishes would not be possible without you. This report is, above all, a tribute to your longstanding support.
George K. Hickox Jr. '80
Chairman of the BoardGeorge K. Hickox Jr.
Eddie J. Davis '67
PresidentEddie J. Davis
Change in Net Assets
The Foundation's net assets increased during the 2015 fiscal year.
in fiscal year 2015
in fiscal year 2015
Gifts to Texas A&M
Donors gave more than $191 million to the Texas A&M Foundation and Texas A&M University during fiscal year 2015. This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts.
For every dollar raised during the past five years, the Foundation has spent an average of 13.4 cents.
Total number of gifts received
Total value of gifts received
Average gift value
Range of gift value
The A&M Legacy Society recognizes individuals, corporations and organizations whose cumulative giving through Texas A&M University, the Texas A&M Foundation, The Association of Former Students, 12th Man Foundation and George Bush Presidential Library Foundation totals $100,000 or more.
Heritage members in the A&M Legacy Society are individuals who have included a gift to the Texas A&M Foundation in their estate plans for the benefit of Texas A&M.
Number and Value of Gifts by Class Year
3,302 former students made 6,667 gifts to the Texas A&M Foundation totaling more than $101 million during fiscal year 2015.
Total value of gifts received from former students during fiscal year 2015
Giving by Donor Location
More than 10,000 gifts totaling more than $139 million came from donors residing in Texas. Donors in California gave 491 gifts totaling more than $20 million, while donors in Florida contributed 241 gifts for more than $3 million—making those states second and third in total gift value, respectively. Fifty-two gifts came from donors living overseas.
Sources of Gifts Received in FY 2015
Contributions from former students, friends, and private and family foundations (many formed by former students) make up 65 percent of gifts to the Foundation, while gifts from corporations and other organizations make up 35 percent of the total.
Following generally accepted accounting principles, this total includes pledges and irrevocable planned gifts.
Top Five Corporate and Foundation Donors by Cumulative FY 2015 Giving
Many donors double, triple or quadruple the amount of their gifts by taking advantage of a corporate matching program. During fiscal year 2015, corporate and foundation donors matched 1,660 gifts to the Texas A&M Foundation for a total of $2.2 million.
Where FY 2015 Gifts Were Directed
Each gift received by the Foundation is linked to one of four designated “impact areas.”
*Includes gifts that pass to non-university accounts, such as the Texas A&M University System and The Association of Former Students’ matching funds, as well as Foundation gifts in holding and class gift funds, for which donors have not yet identified the gift impact area.
Student impact represents academic scholarships and fellowships to undergraduate and graduate students. Faculty impact refers to gifts that fund faculty chairs, professorships and fellowships. College-impact gifts help a college or department through discretionary or building funds, which in turn support faculty and students through improved teaching and learning environments. Spirit-impact gifts cultivate student organizations, traditions and other outside-the-classroom programs.
Foundation Funds Made Available to Texas A&M
The Foundation annually makes millions of dollars available to Texas A&M for students, faculty, facilities and programs according to donors’ wishes. In fiscal year 2015, these funds totaled $88.2 million.
These funds consist of non-endowed gifts—funds made available to disburse immediately rather than invested by the Foundation—and income from endowments.
Annual total for fiscal year 2014
Annual total for fiscal year 2015
Increasing Student Burden
Private gifts relieve student financial burden and supplement Texas A&M’s educational budget as state funds continue to decrease and tuition and fees continue to increase.
Tuition and Fees
The percentage of Texas A&M’s budget that is covered by state funds and tuition has held steady throughout the decades at 57 to 59 percent. As state funds decrease, tuition and fees increase to make up the difference. Students now shoulder more than one-third of Texas A&M’s budget, a huge jump from the late 1990s, when tuition comprised only about one-fourth of the budget.
Planned Giving by the Numbers
The Foundation’s Office of Gift Planning helps donors establish after-lifetime and dual-benefit gifts that will aid Texas A&M University and its students in the future. For fiscal year 2015, the Foundation documented $76 million in planned gifts.
Total value of planned gifts documented
Number of planned gifts documented
Range of gift value
Value of realized gifts during fiscal year 2015
Value of realized gifts in the last 10 years
New Endowments Breakdown
The Foundation prides itself on enhancing the academic experience at Texas A&M University for both students and faculty. Donors who create endowments for scholarships, chairs, professorships and fellowships are leaving a legacy that enhances Texas A&M’s core mission of providing the highest-quality undergraduate and graduate programs.
Gifts Received by Type
The majority of gifts received by the Foundation in fiscal year 2015 include current gifts of cash, pledges and revocable or irrevocable planned gifts.
*This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts
The Foundation received more than $110 million in current gifts of cash or pledges and more than $76 million in planned gifts during fiscal year 2015. Realized bequests make up the remaining portion in total dollars received.
*This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts.
Endowment Values by Unit
Shown below is the value of each unit’s endowment held by the Texas A&M Foundation for the benefit of Texas A&M University as of June 30, 2015. The combined value of these endowments totals nearly $1.2 billion.
*Includes Texas A&M University Press, KAMU-TV, Reed Arena, non-designated endowments and endowments with split beneficiaries.
Endowment Performance Over Time
The Foundation invests endowments using asset allocation to maximize growth while safeguarding capital. This chart illustrates the market value of a $100,000 endowed scholarship created in 1980 and its cumulative value of student stipends. This single endowment would have paid out more than $336,800 by 2015.
Long-Term Investment Pool Growth
The long-term investment pool (LTIP)—which has a total value of $1.39 billion—has consistently met or exceeded our portfolio management guidelines, resulting in both the growth of funds available to Texas A&M University and the asset size of the portfolio. The LTIP is composed mostly of endowments, but also includes other non-endowed funds invested for the long term.
The Foundation has a solid record of investing. Over the years, we have consistently outperformed most peer organizations, ranking in the top or high second investment quartile.
Long-Term Investment Pool Asset Allocation
By investing assets, the Foundation preserves the purchasing power of gifts while providing steady earnings for Texas A&M.
Cumulative Giving to
Lead by Example Campaign
Every gift makes an impact. Here’s a look at how some of your gifts are benefiting Texas A&M University students, faculty, colleges and programs.
The Texas A&M Foundation matches your interests to funding priorities, no matter what your passion. Below are a few of our major fundraising initiatives for the coming year.
Thank you for visiting the Texas A&M Foundation’s new online annual report. We hope you enjoyed reviewing our 2014-2015 highlights and leave inspired about the Foundation’s efforts to enhance and advance Texas A&M University.
No annual report would be complete without a great big Aggie thank you to our donors. Whether a former student, friend, corporation or foundation, we appreciate your generous spirit and commitment to Texas A&M University.
You can view the A&M Legacy Society honor roll recognizing our most generous supporters at give.am/TAMFLegacyList2015. We are proud to display the names of these members in Legacy Hall of the Jon L. Hagler Center.