# University of Dallas Endowment

University of Dallas Endowment is an Endowment / Foundation based in Irving, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Irving, United States
- **Region:** North America
- **Address:** 1845 East Northgate Drive, Irving, TX 75062, United States
- **Founded:** 1955
- **Assets under management:** $98.3 million (Altss estimate)
- **Website:** udallas.edu
- **LinkedIn:** https://www.linkedin.com/school/university-of-dallas/

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1956 alongside the university itself in Irving, Texas, the University of Dallas Endowment functions as the primary financial engine for scholarships and faculty support. The small, private Catholic institution draws on a board of trustees that includes former Speaker of the Texas House Tom Craddick, Williams & Connolly partner Emmet Flood, and CSW Industrials CEO Joe Armes. The endowment committee, where Annmarie Kelly sits alongside finance committee trustee Win Bell of Ed Bell Investments, governs the pooled endowment fund and its adjacent philanthropic vehiclesthe University of Dallas Foundation. The endowment’s portfolio is structured across secondaries, buyout positions, natural resources, and direct real estate. The physical campus itself represents a core holding — the 1845 East Northgate Drive campus and a residential apartment complex in Irving both sit on institution-owned land, while the Eugene Constantin Rome Campus in Marino, Italy adds a rare transatlantic hard asset. A diversified mix of alternative strategies is supplemented by a cryptocurrency donation program, signaling a willingness to accept and potentially hold digital assets. The Student Managed Investment Fund gives undergraduates direct exposure to public-market management — a structural feature that blurs the line between allocator and teaching laboratory. With an estimated $98.3 million in assets (Altss estimate), the endowment remains undersized compared to larger national peers but draws on a trustee network with deep operational and financial expertise. Jon Piot, Managing Director of Scout Energy Partners, links the endowment to the energy sector, while the board’s legal and industrial connections — Emmet Flood as Vice Chair, Joe Armes in industrials — create informal channels for sourcing co-investment and secondaries opportunities. The fund does not publicly break out performance but maintains a deliberate geographic split between its Texas base and its Italian campus asset. The endowment’s structural differentiator lies in its integration with an undergraduate teaching mission: few sub-$100 million pools maintain both a student-run investment committee and a continent-spanning real estate dual-campus strategy. The governance model layers a bishop-chancellor — Bishop Edward J. Burns — over a secular finance committee, creating a dual fiduciary structure uncommon among even Catholic university endowments. That combination of Rome real estate, energy-tied trustee relationships, and a built-in training ground for future investors gives the portfolio a complexity that belies its modest size.

## Sectors

- Secondaries & Special Situations
- Buyout
- Natural Resources
- Real Estate

## Offices

- Marino, Lazio, Italy

## People

- Jonathan J. Sanford — President
- Richard Husseini — Chair of the Board of Trustees
- Emmet Flood — Vice Chair of the Board of Trustees
- Annmarie Kelly — Member of the Board of Trustees and Endowment Committee
- Win Bell — Trustee and Member of the Finance Committee

## Questions

### Who runs investment decisions at the University of Dallas Endowment?

The endowment committee of the Board of Trustees oversees the portfolio, with Annmarie Kelly serving as a committee member and Win Bell sitting on the finance committee. President Jonathan J. Sanford and Vice Chair Emmet Flood provide additional governance oversight, while trustee Jon Piot of Scout Energy Partners brings direct energy-investing experience to the table.

### How is the endowment governed, and does it have a religious mandate?

Bishop Edward J. Burns serves as Chancellor, linking the endowment's governance to the Catholic Diocese of Dallas. The board includes both clerical and secular trustees, creating a dual fiduciary structure that must balance the university's religious mission with the finance committee's return objectives — a governance model that shapes everything from ESG considerations to the types of partners the endowment can engage.

## Related profiles

- [Lebanon Valley College Endowment](https://altss.com/profile/lebanon-valley-college-endowment)
- [Rea Charitable Trust](https://altss.com/profile/rea-charitable-trust)

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Last updated: 2026-07-08T22:36:22.849Z

Canonical page: https://altss.com/profile/university-of-dallas-endowment

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology