Trust Funds

Customer Corner

Account Balance and Transactions

Account Terms, Conditions and Coding

Forms

Trust Funds Training Presentation

If you have any questions please contact Tom Reinders at (608) 265-4174

Announcements

Quarter end earnings have been posted for 3/31/14.

MAJOR PROJECT UNDERWAY Trust Funds, the UWSA SFS Operations Team, and DoIT are currently developing a "bolt-on" SFS module to replace the existing SunGard/PAL accounting system. Conversion to the new "solution" is expected to occur as of June 30, 2014. More details to come!

NOTE: During this time Trust Funds may not be able to respond to your requests as quickly as usual, however your request will be handled in the order it came in. We appreciate your patience.

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

Core Functions and Mission Statement

UW System Trust Funds Fact Sheet