Overall Rating Silver - expired
Overall Score 60.68
Liaison Scott Morgan
Submission Date July 25, 2011
Executive Letter Download

STARS v1.0

Evergreen State College, The
Tier2-3: Investment Disclosure

Status Score Responsible Party
Complete 0.25 / 0.25 Scott Morgan
Director of Sustainability
President's Office
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings, including the amount invested in each fund and/or company and proxy voting records, available to the public?:
Yes

A brief description of the institution’s investment disclosure practices:

Evergreen’s endowment funds are included within the University of Washington’s combined endowment fund (CEF). Though distinct in purpose or restriction, for investment purposes, endowed funds are commingled in the CEF and tracked with unit accounting much like a mutual fund. Endowed gifts are exchanged for units that represent a claim on a portion of the entire CEF. As a result of this arrangement, and given that Evergreen’s portion is roughly 1/10 of 1 percent of the total CEF, specific information is unavailable. However, UW does provide details on the CEF investments upon request.


The website URL where information about investment disclosure available:

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.