We've Moved

You may have been redirected here to our new web page. Be sure to bookmark our new site to easily find the Endowment Funds Reporting Tool (Reports, Descriptions, Balances) and the Endowment Transfer Form.

Links

For the latest information on endowment funds, visit our Endowment Descriptions and Balances page where you may search by keyword, fund number, fund list or college to find specific fund information.

For additional reports and fund information, university staff may request restricted access to the Endowment Funds Reporting Tool after completing the GL 9 Endowment online course in Carmen.

For information about the operation of The Ohio State University Long-Term Investment Pool, view the Endowed Funds Management Brochure.

For more information about the management of The Ohio State University Long-Term Investment Pool, visit the Office of Investment website.

Forms
Selecting this link will direct you to the Office of the Controller's list of forms. Be sure to bookmark it for future reference.

Endowment Transfer Form

Endowment Administration

Endowment Administration administers the fund accounting and financial reporting functions for the Long-Term Investment Pool which includes Gifted Endowments (both University and Foundation) and various Long-Term Operating Funds.

Staff and Contacts

2034 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210

Michelle McMahon
Treasury Accountant
614-688-4201
mcmahon.228 @ osu.edu

Gary Leimbach
Treasury Accounting Manager
614-688-3652
leimbach.4 @ osu.edu

Katie Seay
Treasury Accountant
614-247-5436
seay.13 @ osu.edu

Mission Statement

Endowment Administration ensures the accuracy of fund accounting and financial reporting for the Long-Term Investment Pool. Our responsibilities include maintaining the fund accounting system (Fundriver); tracking monthly gifts and internal transfers used to purchase shares; tracking individual transactions; maintaining principal and market value balances; and allocating annual distribution to each endowment at the beginning of the fiscal year and a pro-rata distribution as new gifts are received throughout the year.