Overview
Give Now Search: Search At the University of Cincinnati Foundation we seek talented, collaborative and mission-focused individuals to join our advancement team in driving philanthropic support for the University of Cincinnati and UC Health.1
University of Cincinnati Foundation's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $700.3M as of Jun 30, 20242
- Capital pool
- university endowment / advancement foundation1
- Investment model
- The Foundation agreed to invest its endowment in the University’s Fund A shares. While that agreement is in effect, the Foundation’s Investment Committee does not actively manage the endowment; Fund A is actively managed by the University CIO.3
- Investment approach
- Long-term disability Employees are provided this coverage at no cost to them as UCF pays 100% of the premium.4
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, infrastructure, fixed income.4
- Performance
- Not listed yet
- Governance
- UC Foundation Board of Trustees announces seven new members June 16, 2026 New trustees to begin term in fall 2026.1
- Investment team
- The governing document describes a University Office of the Chief Investment Officer with dedicated professionals responsible for managing the University endowment and funds under its investment authority.3
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Officer compensation
Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 44 additional officers reported no compensation.
| Name | Title | Total |
|---|---|---|
| THOMAS D FREEMAN | VP & CFO, TREASURER (until Oct 2024) | $568,143 |
| O RICHARD BUNDY III | PRESIDENT | $437,126 |
| JONATHAN AGREE | VP FOR DEVELOPMENT, ACADEMIC HEALTH ENTERPRISE | $431,231 |
| JENNIFER HEISEY | VP, ALUMNI & ANNUAL GIVING | $333,048 |
| CALEB WHITTED | VP FOR DEVELOPMENT, WEST & REGIONAL CAMPUSES | $325,747 |
| LINDA BLEDSOE | VP, HUMAN RESOURCES | $297,342 |
| KAREN HATCHER | AVP OF PRINCIPAL GIFTS, ATHLETICS | $291,276 |
| CARRIE WHITE | VP OF TECH, INFO & PHILAN STRATEGY | $282,911 |
| JULIE ENGEBRECHT | VP, STRATEGIC COMMUNICATIONS | $253,829 |
| TAMMY WERNKE | AVP, GIFT PLANNING | $238,322 |
| HEATHER PENA | ASSOC VP, ALUM & AG | $232,778 |
| KENDRA SMITH | VP & CFO, TREASURER (beg May 2025) | $190,780 |
| HEATHER ELLISON | CHIEF OF STAFF, SECRETARY | $183,987 |
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (foundation.uc.edu)Parent organization overview, Pool purpose, Capital pool, Governance · checked Jul 25, 2026
- Annual report (ohioauditor.gov)Estimated AUM · checked Jul 25, 2026
- Other source (foundation.uc.edu)Investment model, Investment team · checked Aug 6, 2026
- Website (uc.edu)Investment approach, Asset allocation · checked Jul 25, 2026
- Website (foundation.uc.edu)Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://ohioauditor.gov/AuditSearch/Reports/2024/University_of_Cincinnati_Foundation_2024_Hamilton_FINAL.pdf.Annual report · checked Jul 25, 2026
Profile and job sources
- Other source (foundation.uc.edu)Other source · checked Aug 6, 2026
- Website (uc.edu)Website · checked Jul 25, 2026
- Website (foundation.uc.edu)Website · checked Jul 25, 2026
- Website (foundation.uc.edu)Website · checked Jul 25, 2026
- Website (foundation.uc.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026