Account Balances, Terms & Conditions, etc. SEE "ANNOUNCEMENTS" BELOW.
Accessing Account Balances, Terms & Conditions, etc.
Users should now use WISDM to access account balance information for Fund 161 balances and donor terms and conditions found under the “associated docs” tab. Balances for Fund 162 will be migrated into SFS/WISDM by the end of August. (The former Sungard/PAL accounting system has been discontinued).
If you need to acquire your balances in 162 prior to the end of August, please email one of the contacts below and include the project number(s) you are inquiring about. Trust Funds will send you the balances in 161 and 162 until the conversion is complete. Thank you for your patience.
If you have additional questions, please contact Lori Keil at (608) 265-9664 or Carol Yanna at (608) 265-0857
Quarterly earnings have been posted through: 6/30/14
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 and Finance Committee of the Board of Regents, which serves as the ultimate fiduciary and trustee of these investable funds