Trust Funds
Customer Corner
Account Balance and Transactions
Account Terms, Conditions and Coding
If you have any questions please contact Lori at (608) 265-9664 or Jamie at (608) 262-7480
Announcements
Quarter end earnings have been posted for 6/30/13.
As of the fiscal year ended 6/30/12, the automated sweep of excess Income Fund balances to the Intermediate Term Fund will be discontinued. For more information click here.
ADDRESS: Suite 305, 780 Regent St., Madison, WI 53715
The Trust Funds Office is responsible for the administrative and investment oversight of endowment and other investable funds entrusted to the Board of Regents of the UW System. These funds currently consist primarily of monies that have been gifted directly to a UW institution, rather than to one of the separate, supporting foundations. The Office reports to and supports the Business, Finance and Audit Committee of the Board of Regents, which serves as the ultimate fiduciary and trustee of these investable funds