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Well-funded schools vs. high college costs

Advocates for affordable education look forward to the debate sparked by growth in endowments

January 28, 2008|By Matthew Hay Brown , Sun reporter

"Most people agree that college costs are too high, universities are probably not spending enough on financial aid and students are ... incurring too much debt, which is affecting their futures when they come out of school," said Steven Roy Goodman, a Washington-based education consultant. "This is the beginning of a much broader, a much farther-reaching question as to what the role of universities [is] in our society and how we should be financing these universities."

The Senate Finance Committee, which has jurisdiction over federal tax policy, has discussed legislation that would force colleges and universities to spend at least 5 percent of their assets each year, as most private foundations are required. Grassley and committee Chairman Max Baucus, a Montana Democrat, asked 136 schools last week for detailed financial information before they decide to proceed on what Grassley called "a potential pay-out requirement."

"University endowments receive very generous tax breaks under the Internal Revenue Code," Baucus and Grassley wrote in a letter to the schools, all of which have endowments of at least $500 million. "We want to better understand how these tax benefits for higher education endowments are improving education and making undergraduate studies more affordable for low- and middle-income families today."

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The senators suggest that such talk has already goaded Harvard and Yale - ranked first and second with endowments of $34.6 billion and $22.5 billion, respectively - to expand financial aid. Schools generally have bristled at the possibility of a federal spending rule.

"Colleges and universities are actually doing quite a bit already in the financial aid front," said Brian Flahaven, director of government relations for the Council for Advancement and Support of Education. "But obviously endowments are not just geared toward student aid. They're for the long-term support of the university."

Lynne Munson, a fellow at the Center for College Affordability and Productivity in Washington, says the ballooning endowments of the past decade have caught administrators by surprise.

"They've put a great deal of effort into changing their investment and management strategies for their endowments, and obviously it's paid off wonderfully," she said. "My complaint is that they haven't put the same amount of effort or thought into what to do with those monies."

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