Southern Illinois University Foundation

The foundation's investment policy is overseen by its Board of Directors, currently led by President Diane Compardo, a partner at Moneta, with Deloitte Tax partner Beth Mueller serving as President-Elect. Day-to-day management is directed by CEO Matt Kupec. The specific allocation of investment authority and any delegation to external consultants or an internal investment committee is not publicly documented.

There is no public evidence that the foundation participates in co-investment vehicles or club deals with the University of Illinois Foundation or other state university systems. Its structure as a standalone entity solely serving SIU Carbondale suggests an independent investment posture, though formal documentation of any co-investment practice is unavailable.

The Levi Vintage Car & Motorcycle Collection and the Sharp Museum Collection are classified as foundation assets held for the benefit of SIU Carbondale, but the foundation has not publicly described how it values these holdings or whether they are treated as a return-seeking segment of the investment pool. The foundation's strategy does include natural resources and real estate securities allocations alongside these physical holdings.

The foundation is an independent 501(c)(3) nonprofit corporation that exists solely to accept and manage gifts for the educational, service, and research missions of SIU Carbondale. It is legally separate from the university but functionally aligned, distributing funds for university purposes and holding assets the university cannot directly own.

No. The Southern Illinois University Foundation does not publish an authoritative AUM figure. Altss has developed an independent estimate of approximately $210 million in total assets based on available information about the foundation's real estate holdings, investment pools, and giving structures.