1-1 By: Duncan S.B. No. 1545
1-2 (In the Senate - Filed March 9, 2001; March 14, 2001, read
1-3 first time and referred to Committee on Education; April 19, 2001,
1-4 reported favorably by the following vote: Yeas 7, Nays 0;
1-5 April 19, 2001, sent to printer.)
1-6 A BILL TO BE ENTITLED
1-7 AN ACT
1-8 relating to the investment and use of the assets of certain
1-9 endowment funds of certain institutions of higher education.
1-10 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1-11 SECTION 1. Subsection (d), Section 51.0031, Education Code,
1-12 is amended to read as follows:
1-13 (d) As used in this section, "prudent person standard" is
1-14 the standard of care described in Article VII, Section 11b, of the
1-15 Texas Constitution, and means that standard of judgment and care
1-16 that prudent investors, exercising reasonable care, skill, and
1-17 caution, would acquire or retain in light of the purposes, terms,
1-18 distribution requirements, and other circumstances of the fund then
1-19 prevailing, taking into consideration the investment of all the
1-20 assets of the fund rather than a single investment [persons of
1-21 ordinary prudence, discretion, and intelligence exercise in the
1-22 management of their affairs in regard to the investments of their
1-23 funds considering probable income as well as probable safety of
1-24 their capital].
1-25 SECTION 2. Subsection (a), Section 163.004, Property Code,
1-26 is amended to read as follows:
1-27 (a) A [Except as provided by Subsection (e), the] governing
1-28 board may appropriate for expenditure, for the uses and purposes
1-29 for which the fund is established, the net appreciation, realized
1-30 and unrealized, in the fair market value of the assets of an
1-31 endowment fund over the historic dollar value of the fund to the
1-32 extent prudent under the standard provided by Section 163.007.
1-33 SECTION 3. Subsection (e), Section 163.004, Property Code,
1-34 is repealed.
1-35 SECTION 4. This Act takes effect immediately if it is
1-36 enacted, as required by Section 39, Article III, Texas
1-37 Constitution, by a vote of two-thirds of all the members elected to
1-38 each house. If this Act does not receive the votes required for
1-39 immediate effect, this Act takes effect on August 27, 2001.
1-40 * * * * *