Two entities, the SFASU Foundation and the SFA Alumni Association, solicit and receive donations, maintain investment portfolios and expend funds on behalf of Stephen F. Austin State University.
The SFASU Foundation finance committee is responsible for oversight of the foundation's investments. These investments are managed by Karl Lindekugel III of Merrill Lynch Inc. As of July 31, the market value of the SFASU Foundation's endowment value was $67,589,679. The investment firm information is as follows:
Merrill Lynch/Bank of America Corporation
The LMT Wealth Management Group
Karl Lindekugel III
6751 Old Jacksonville Highway
Tyler, Texas 75703
A portion of the SFASU Foundation's investment assets are managed by the SFASU Student Roundtable, totaling $689,669 as of July 31. The firm information is as follows:
SFASU Mast Student Investment Roundtable
Dr. Kyle Jones - Associate Professor of Finance
Dr. Todd Brown - Associate Professor of Finance
P.O. Box 13009, SFA Station
Nacogdoches, Texas 75962-3009
A portion of the SFASU Foundation's investment assets is managed by William H. Jansen and Stephen Lonzo of Commonfund. The amount as of July 31 was $255,457. The firm information is as follows:
Commonfund
William H. Jansen, CFA
Stephen Lonzo
15 Old Danbury Road
Wilton, Connecticut 06897
The SFA Alumni Association finance committee is responsible for oversight of the alumni association's investments. Karl Lindekugel III of Merrill Lynch Inc. manages these investments. As of July 31, the market value of the alumni association's investment assets was $1,858,666. The investment firm information is as follows:
Merrill Lynch/Bank of America Corporation
The LMT Wealth Management Group
Karl Lindekugel III
6751 Old Jacksonville Highway
Tyler, Texas 75703