Much like your own personal long-term savings and investment accounts, the Trinity Valley School Endowment provides enduring financial stability for the school. Established in 1982 with a generous gift from the Amon G. Carter Foundation, the TVS Endowment has grown significantly through gifts from alumni, parents, grandparents, faculty/staff members, and community friends. As of June 30, 2022, the current value of the TVS Endowment is $50 million, reflecting both ongoing philanthropic gifts and market growth.
Gifts to the TVS Endowment are not spent but invested, providing investment income for the School. The Endowment is managed by the TVS Board of Trustees with assistance from an external institutional investment management fund.
Annually, the Finance Committee of the Board of Trustees determines the percentage of the Endowment’s investment income that will be used for the operating budget, with a limit of no more than five percent of the three-year rolling average of the fund. This allocation of the Endowment’s investment income is used to support the annual operating budget and, in some cases, other projects designated by the Board of Trustees.
Gifts of any amount may be made to the TVS Endowment. Gift amounts under $50,000 will be held in the School’s general endowment fund. Donors who wish to establish a named endowment fund may do so with a gift of $50,000 payable over a period of five years.
To learn more about how you can make a gift to the TVS Endowment, please contact Lisa Grider, Director of Advancement & Strategic Initiatives.