Wheaton College Norton, Massachusetts
Wheaton College
Finance

Endowment Administration

Endowment Administration is responsible for administering the college's investments. These assets consist of endowment funds, life income and annuity funds, charitable trusts and gifts of securities. We operate in consideration of the college's Investment Policy, federal and state regulations and donor restrictions. We strive to: a) provide accurate and timely accounting and reporting, b) provide support to the Investment Committee of the Board of Trustees, c) monitor and provide guidance on spending of endowment funds in compliance with donor intent, and d) maintain permanent endowment fund files.

Staff:
Janet Birenbaum
Senior Accountant
Ext: 3431 Park Hall 211

Ailish Welch, CPA
Assistant Controller
Ext: 3523 Park Hall 209

 

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