# Mount Union College Endowment

Mount Union College Endowment is an Endowment / Foundation based in Alliance, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Alliance, United States
- **Region:** North America
- **Address:** Alliance, OH, United States
- **Founded:** 1846
- **Assets under management:** $50M - $150M (Altss estimate)
- **Website:** mountunion.edu
- **LinkedIn:** https://www.linkedin.com/company/mount-union-college

## Regulatory record

- **Reports private funds:** No

## About

Mount Union College Endowment is a US-based endowment plan with approximately $160 million in assets. It focuses on North America.

## Sectors

- Education

## People

- Patrick Heddleston — Vice President for Business Affairs and Treasurer
- Gregory King — President

## Questions

### Does Mount Union invest directly or through managers?

As a small endowment without a dedicated internal investment team, Mount Union almost certainly allocates capital primarily through external fund managers and consultants rather than making direct investments. The governance structure — a trustee finance committee overseeing a dual-hatted VP for Business Affairs — supports this outsourced model, standard among endowments of its size.

### What real estate does the endowment hold?

Mount Union maintains a dedicated Endowment Real Estate Investment Portfolio, distinct from its operational campus holdings. The institution also owns its main campus on Clark Avenue in Alliance, Ohio, and the Huston-Brumbaugh Nature Center, a land parcel used for environmental education rather than investment purposes. The composition of the investment real estate portfolio has not been publicly detailed.

### What kind of external relationships influence the endowment's governance?

Mount Union participates in the Council of Independent Colleges (CIC), including its AI Ready network and benchmarking groups, which provide peer-comparison data for small-college endowments. The institution also reports through AASHE's STARS framework, a transparency initiative focused on sustainability rather than investment operations. These network memberships offer governance and policy benchmarking without conferring access to proprietary deal flow.

## Related profiles

- [Mount Kendal](https://altss.com/profile/mount-kendal-limited)
- [MoveUp Financial](https://altss.com/profile/moveup-financial)

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Last updated: 2026-06-28T01:57:21.188Z

Canonical page: https://altss.com/profile/mount-union-college-endowment

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