Endowment / Foundation

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Southwestern College

Southwestern College was chartered in 1885 by the Southwest Kansas Conference of the Methodist Episcopal Church and maintains a covenant relationship with the...

Southwestern College logo

Southwestern College

Southwestern College was chartered in 1885 by the Southwest Kansas Conference of the Methodist Episcopal Church and maintains a covenant relationship with the United Methodist Church's Great Plains Conference. The Winfield, Kansas campus enrolls roughly 2,000 students across undergraduate, graduate, and professional studies programs, including an online division. Its endowment — estimated at approximately $13M by Altss — supports institutional financial aid, faculty development, and facility maintenance through a traditional spending policy. The endowment's investment posture mirrors that of a small-liberal-arts perpetual fund: a board-level Investment Committee, chaired by Board Chair Kim Moore, oversees a pool likely allocated across public equities, fixed income, and modest alternatives via commingled vehicles. Altss identifies the Jewell Family Foundation as a significant donor to restricted endowed funds at the college. No recent direct co-investments, venture exposure, or material exposure to illiquid private-market strategies is evident; the strategic focus remains capital preservation and predictable annual distributions to the operating budget. The college participates in the Kansas Independent College Association (KICA) and fields NAIA athletics teams in the Kansas Collegiate Athletic Conference (KCAC). These affiliations provide peer benchmarking for endowment management practices. The Southwestern College Foundation exists as a separate but closely linked philanthropic vehicle; its board and operations are intertwined with college leadership. In fiscal 2023, the college's total assets were reported at approximately $45M across endowment, physical plant, and operating reserves. The structural posture of Southwestern College's endowment is a small-scale perpetual pool governed by a board-level committee without a dedicated in-house investment team. This model — shared by hundreds of small private colleges — means that external OCIO services or pooled endowment fund participation are the likely mechanisms for portfolio implementation. The covenant relationship with the United Methodist Church provides both a donor network and a governance backstop, but ultimate investment authority rests with the lay-trustee board chaired by Kim Moore.

General information

Firm type

Endowment / Foundation

Year founded

1885

Location

Region

North America

Country

United States

City

Winfield

Corporate office

100 College St, Winfield, KS 67156, United States

Principals

Elizabeth Frombgen

President

Kim Moore

Chair, Board of Trustees

Sector focus

Education

Frequently asked questions

Who manages investment decisions for the Southwestern College endowment?

A board-level Investment Committee, chaired by Board of Trustees Chair Kim Moore, oversees the endowment. Day-to-day management is typically delegated to an outsourced chief investment officer or pooled-fund manager given the small size — approximately $13M — of the pool. President Elizabeth Frombgen sits on the board but does not directly manage portfolio assets.

How large is the Southwestern College endowment, and what is its spending policy?

Altss estimates the endowment at approximately $13M; the college does not publish a current market-value figure. Typical spending policy for this peer set is 4.0%–5.0% of a trailing 12-quarter average market value. Distributions fund student scholarships, faculty development, and campus operations.

How is the Southwestern College endowment invested?

The portfolio is likely allocated across traditional public equities, core fixed income, and small commingled alternatives consistent with a $10M–$25M small-endowment peer group. No direct private equity, venture, or single-manager hedge-fund positions are evidenced. The Jewell Family Foundation is a named contributor to restricted endowed funds, suggesting a donor-advised component.

What is Southwestern College’s relationship to the United Methodist Church?

Southwestern College was founded in 1885 by the Methodist Episcopal Church and remains in covenant with the Great Plains Conference of the United Methodist Church. The relationship shapes governance through board composition and donor networks but does not dictate investment policy. The college operates independently as a private nonprofit.

Does Southwestern College co-invest alongside external limited partners?

No evidence of direct co-investments, sidecar funds, or club-deal participation exists. The endowment's small scale and liberal-arts-college governance profile strongly suggest a fund-of-one or commingled-fund structure rather than direct deal-by-deal co-underwriting.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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