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Accounting Department

 

Investment Reports

2014 2013 2012
Month Ended January 2014 Month Ended January 2013 Month Ended January 2012
Month Ended February 2014 Month Ended February 2013 Month Ended February 2012
Month Ended March 2014 Month Ended March 2013 Month Ended March 2012
Month Ended April 2014 Month Ended April 2013 Month Ended April 2012
Month Ended May 2014 Month Ended May 2013 Month Ended May 2012
  Month Ended June 2013 Month Ended June 2012
  Month Ended July 2013 Month Ended July 2012
  Month Ended August 2013 Month Ended August 2012
  Month Ended September 2013 Annual Investment Report FY 2012
  Annual Investment Report FY 2013 Month Ended September 2012
  Month Ending October 2013 Month Ended October 2012
  Month Ending November 2013 Month Ended November 2012
  Month Ending December 2013 Month Ended December 2012
2011    
Month Ended January 2011    
Month Ended February 2011    
Month Ended March 2011    
Month Ended April 2011    
Month Ended May 2011    
Month Ended June 2011    
Month Ended July 2011    
Month Ended August 2011    
Public Funds Investment Act
Report August 2011
   
Month Ended September 2011    
Month Ended October 2011    
Month Ended November 2011    
Month Ended December 2011    

Investment Report Archives

 

Investment Officers

Kelli D. Shomaker, C.P.A
CFO/Sr. Vice President for Finance and Administrative Services
902 College Ave, - Brenham, TX 77833
Phone: (979) 830-4123
Fax: (979) 830-4155
Kelli.Shomaker@blinn.edu

Thomas J. Brazzel, B.B.A., C.P.A
District Director of Accounting
902 College Ave.
Brenham, Texas 77833
Phone: (979)830-4041
Fax: (979)830-4068
thomas.brazzel@blinn.edu

Investment Reporting Questions

1. Does the institution employ outside investment advisors or managers and, if so, who are they? YES, BPS Capital Management, Inc., 7900 International Dr., Suite 1050, Bloomington, MN 55425.

Do the outside investment advisors or managers have the authority to make investment decisions without obtaining prior approval? NO

2. Does the institution use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements (these arrangements typically involve using brokerage commissions as means of paying for other related investment services through credits of a portion of brokerage commissions paid rather than through direct payments, or using selected brokers who will rebate a portion of commissions they receive on trades for the investor)? NO.

3. Is the institution associated with an independent endowment or Foundation? YES.

Market value of Foundation's investments as of August 31, 2013: $4,611,162

Susan Myers, M.Ed.  
Director - Blinn College Foundation
902 College Ave. - Brenham, TX 77833
Phone: (979) 830-4273
Fax: (979) 830-4407
susan.myers@blinn.edu

Blinn College Investment Policy

Board Policies

The Blinn College Board of Trustees reaffirmed the College's Investment Policy and Strategy at its Regular Meeting, September 24, 2013.