USF Foundation

About USF Foundation

USF Foundation's investment portfolio is valued at over $662.26 million as of June 30, 2024, with investments in publicly traded equities, fixed income securities, private equity, real assets, infrastructure, natural resources, real estate, and cash. As of June 30, 2024, the private equity portfolio was valued at $52.5 million, representing 7.9% of the total portfolio. This is an increase compared to June, 30, 2022, when the private equity portfolio was valued at $53.30 million. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, fund-of-funds, and venture capital strategies spread across the globe. The assets are invested in a manner that is intended to produce a real return, net of inflation, and investment management costs, which is greater than the rate of inflation, measured by the Consumer Price Index, plus 5% over the long term. As of June 30, 2024, the real asset portfolio was valued at $39.2 million. The endowment's investments are governed by the executive management team, with Mr. Ken Souza serving as Assistant Vice President of Foundation Investments. Wilshire Associates is the LP Consultant.