Investment Disclosures and Financial Reports

Read through our investment disclosure information and financial reports. Reach out to our staff with any questions.

WCJC Investment Disclosure

Find out more about how we manage our financial resources. Our Investment Disclosure Policy outlines our investment principles, strategies, and reporting procedures.

Investment Advisor

Wharton County Junior College does not currently contract with an external investment advisor. Investment oversight and decisions are managed in accordance with college policy and under the direction of the college’s investment committee. This information will be updated if an advisor is retained in the future.
 

Wharton County Junior College Foundation

Wharton County Junior College does not participate in certain financial arrangements or practices. Specifically, the College does not use soft dollars, directed brokerage or directed commission, commission recapture, or similar arrangements.
Wharton County Junior College is associated with an independent foundation. You can contact the Foundation at:

Jonathan Jeter 
911 Boling Hwy
Wharton, TX  77488 
Phone: 979-532-6981
Cell:  713-825-0160

Investment Market Value

The market value of the Foundation's investments as of September 30, 2025 was $1,701,847.69.
Please direct all questions to:

Cynthia Ward
Associate Vice President of Financial Operations/Controller
Phone:  979-532-6915
E-mail:  wardc@wcjc.edu

Investment Policies by Year

This information was last updated: November 21, 2022

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

 

Investment Policies

4th Quarter (October)

 3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

WCJC Financial Reports

Annual Financial Report and Budget

The Administrative Services team is responsible for maintaining complete financial records for the institution. This information is publicly available to all constituents of the college.
FY 2024 Annual Financial Report
FY 2025 Budget Information
FY 2024 Tax Rate Calculation Worksheet
Public Hearing Notice

 

 

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