UALR Endowment Report 2011-2012

Annual Report of the UALR Foundation 2011-2012

}YOU Provide Opportunities

University of Arkansas at Little Rock

“An endowed fund is perhaps the greatest example of the long-term power of philanthropy: a substantial gift that grows even greater over time, providing a secure source of support for students, faculty, and staff in perpetuity. “ — Tjuana C. Byrd, Chair Foundation Fund Board

}Mission Statement} Raise diversified funding and enthusiasm to propel UALR to become a powerhouse of higher education.

}UALR Foundation Fund Board of Directors} Tjuana C. Byrd, Chair

Troy D. Duke

Cristina S. Monterrey

Christine Bailey

J. Bradford Eichler

David J. Rainwater

Sharon S. Bailey

Joseph C. Fox

Bill Roehrenbeck

Ashley E. Carper

Brenda Mitchell Fulkerson

Martha Ann Sawrie Stephenson

Sheila S. Castin

Jay C. Hartman

Jay T. Taylor

Donna R. Cone

Bryan E. Hosto

C. Sam Walls, Jr.

J. Scott Copas

Delena C. Hurst

Rebecca Ward

Dawn M. Creekmore

Edmond G. Hurst

Jay K. White

Dr. Joe W. Crow

Kevin Lamb

Michael A. Williams, Sr.

John A. Dominick, Jr.

E. Fletcher Lord, Jr.

Jane M. Yocum

Message from the Vice Chancellor for Development Over the past year, you have likely seen UALR alumni featured in our marketing campaign UALR Grads at Work. They have all earned degrees, are succeeding in their chosen fields, and are active citizens in our community. But it was only a few years ago that they were in the classroom and, not unlike many of our students today, working as they struggled to make ends meet financially.

More than 80 percent of our student body requires some form of financial aid, and unfortunately much of that aid is in the form of student loans. Private philanthropy, usually in the form of scholarships, relieves the financial burden students experience while earning their degrees.

Our students work hard to add value to their lives through their education, and we appreciate the generous financial support our donors provide by establishing endowments that continue to help our students today, tomorrow, and for generations to come. Today’s students are tomorrow’s Grads at Work campaign stars, and this 2011-2012 Endowment Report introduces you to eight. I hope you enjoy Linda, Ashley, Amanda, Ron, Lizzy, Lucia, Tamra, and Keith’s stories.

Bob G. Denman Vice Chancellor for Development Office of Development

Office of Development Staff

Unit Directors

Bob Denman, Vice Chancellor for Development Clayton Andrews, Accounting Assistant Mary C. Boaz, Director of Planned Giving Angela Elizandro, Major Gifts Officer Peggy Mitchell-Ferris, Manager of Prospect Research Dara Goad, Manager of Accounting Services Chris Hamilton, Accountant Sarah Lindsey Harrison, Manager of Annual Giving Anne Bradford Mourning, Director of Development Major and Planned Gifts Janette Prior, Administrative Analyst Laurie Ann Ross, Corporate and Foundation Relations Officer Grayson Shelton, Manager of Information Services Sarah Davis Travis, Information Services Analyst Howard Walker, Major Gifts Officer Laura Wentz, Director of Compliance and Donor Relations Dierdre Whitfield, Administrative Specialist

Andrea Angel, Director of Athletics Development Kelley Bass, Assistant Dean for External Affairs, Donaghey College of Engineering and Information Technology Will Elliott, Director of Development, College of Business Wanda Hoover, Assistant Dean for External Relations, William H. Bowen School of Law Mary Waldo, Director of Development, KUAR/KLRE Public Radio ualr.edu/development • (501) 569-3194

1

My Opportunities

}

Linda’s Opportunity

Ashley’s Opportunity

Amanda’s Opportunity

Miller Exum, the nspired by the help she he late state senator Lfirstinda I mother of two, sits for her was able to provide to the T and party chair Bill actuary exam this fall as family of a profoundly sick Gwatney loved politics. So she completes requirements for a Bachelor of Science degree in mathematics with a minor in statistics thanks to the Damerow Endowed Mathematics and Statistics Award for 2012.

“Furthering my education has offered me great personal satisfaction, but most importantly, it has shown my two young daughters how important education is, and with hard work and dedication you can grow, learn, and be assured of a better tomorrow,” she said.

Exum, who lives in Hot Springs, took an independent study course this summer in nonparametric statistical methods to fulfill requirements for the minor. She is particularly interested in actuary science, a field she said is dynamic and challenging.

“Traditionally thought of as an insurance professional, the skills and talents of an actuary are also used in financial, transportation, energy, and environmental agencies, so prospects of employment are very favorable,” she said.

does Ashley Baker, a Navy veteran who chose to use her G.I. Bill benefits to enroll at UALR because of its strong working relationship with veterans and its dynamic Department of Political Science.

Her quest to graduate and train as a Navy officer has been helped by her selection to receive the Bill Gwatney Memorial Endowed Scholarship.

“This scholarship will provide the essentials needed to stay in school such as daycare, gas, food, and books,” she said.

With a degree in political science, she will be able to enroll in the Navy Officer Candidate School and possibly qualify to become a Navy pilot.

“After my naval career, I plan on returning to politics and running for office,” she said. “I love this country and truly believe that one person can make a difference.”

So did Bill Gwatney.

2

child, Amanda Cox began her quest to become a nurse by enrolling in UALR’s Department of Nursing.

“Throughout my college experience, I have been able to work a full-time job and thought that I would be able to continue working through the nursing program,” she said. “When I entered my second semester, I found this not to be possible for me. I had no choice but to stop working full time. This left me relying completely on loans.”

Then she received a Rockefeller Scholarship just before starting her second year in the nursing program.

“When I received the letter that I was awarded this scholarship, I felt a huge load lifted off my shoulders,” she said in a letter of gratitude to Lisenne Rockefeller, who represents the Winthrop Rockefeller Foundation.

“If it were not for you and your compassion for giving students the means and support to complete their degree, I do not know how I would be able to make it through my last year.”

Cox’s goal is to become an intensive care nurse who can help care for families and “children whose lives have been interrupted and turned upside down by a disability.”

Ron’s Opportunity rowing up in a crimeG ridden pocket of southwest Little Rock, Ron

Wilkerson saw education as something unachievable.

After a rough journey through the public schools, he finally dropped out with a dismal grade point average of .08.

After eight years of marriage to a loving and supportive wife who is a human relations professional, Wilkerson was motivated to try again in 2006, going to night classes for construction management at UALR while working 40 hours a week and helping to raise their 1-year old son.

This year, he was honored to receive the Kirk Davis-AGC Scholarship.

“It is the help and benefits which you provide that allow hard-working students such as me the opportunity to succeed in increasingly difficult economic times,” he wrote to the donors of the scholarship.

Wilkerson has maintained his status as an honor student since he has been at UALR. Only twice in his college career has he failed to achieve a perfect 4.0 GPA. Already an employee in the facility and construction department at a regional bank, Wilkerson said his degree will give him a leg up in his career when he graduates in 2013.

Lizzy’s Opportunity “Lizzy” Eberle ELittlelizabeth loves to learn. Raised in Rock, she completed

high school at a boarding school in Chattanooga, Tenn., which sparked an interest in experiencing new and different places.

“I have attended other universities and community colleges, but never felt it was the right time to pursue a degree,” she said. As a result, her eclectic job history includes stints as a retail clerk, apartment manager, and theater performer.

Two years ago, she tried again to find a calling.

She found it at UALR’s Department of Geology, where she now is a junior pursuing a geology degree with a minor in environmental geology.

She was selected for the Fay S. Pfeifer Scholarship.

“Your gracious gift gives me hope that my dreams of a career in geology will happen and include opportunities for travel and further education,” she told scholarship trustees.

The scholarship allowed her to attend a field camp in Colorado, near Silverton and Durango, where she studied rock exposures and other geological elements.

She serves as vice president of the UALR Geology Club, organizing events.

Lucia’s Opportunity

B

orn and raised in Nigeria, Lucia Okaro was pushed by her parents to go above and beyond the bar set by her three older siblings.

“This scholarship will allow me to continue on that path and indeed lessen the financial burden on my parents,” she said in a letter to Jerry Adams thanking him for her receipt of UALR’s Paul Williams Memorial Scholarship.

The junior international student majoring in management information systems said the scholarship will help her meet her graduation date in 2014.

She is a member of the Golden Key Honor Society and an executive member of the University Program Council. She also works part time in the university’s Office of Development.

“With my intended major, I hope to further expand my knowledge by pursuing a double master’s degree in business administration and marketing and later go on to become a software developer,” Okaro said.

“I want to express my sincerest gratitude for giving me the opportunity to achieve my academic goals.”

Tamra’s Opportunity

Keith’s Opportunity

s a teacher at Little amra Creed of Benton A Rock Central High Tbecoming always dreamed of School, Keith Richardson a writer. Thanks to a scholarship from the William G. Cooper Jr. Honors Program in English, Creed is on her way to pursuing a career in English and creative writing.

“This scholarship not only helps me academically and financially, but it will also encourage me to continue to give 100 percent to my studies,” she said.

This fall starts her second year as a Cooper Scholar.

“Thanks to the generosity of people like you, I have been able to attend school without constantly thinking about the financial aspect of earning my degree,” she said. “I was able to go to Europe at the beginning of the summer with Dr. (Paul) Yoder, the program’s director, through the study abroad program.”

She said her travel abroad, “was the best experience of my life.”

“I am also thankful for all the things I have been able to do at UALR and for all the teachers who have taught me well,” she said.

“I am honored to have this opportunity.”

goes beyond his duties teaching the facts and figures of civics and human geography.

As a faculty sponsor of Central’s Gentleman’s Club, he mentors boys to become men.

Richardson also mentors students involved in the Memory Project, where civics students are interviewing their elders about how civil rights have changed in their lifetimes.

The project has led to a book, “Beyond Central, Toward Acceptance,” and a website that stores student essays created from the interviews.

This year, Richardson was named Central’s Teacher of the Year, all while pursuing a graduate degree in education. He was aided this year with a Gene Campbell Scholarship from UALR. “I am very fortunate to have this honor bestowed upon me, and I will do the best I can with the opportunity you all have given me,” he told scholarship board members. “This will allow me to explore ways to better educate future students. Your investment will not be wasted.”

3

Endowments 2011-2012 Project Description

Spending Allocations

Report for the 12 Months Ending June 30, 2012 Corpus Balance 6/30/2012

Net Balance 6/30/2012

Future Endowments The initial gift is below designated endowment levels. All interest earned by the principal is returned to the principal until a designated endowment level is reached.

A. P. Vibhakar Endowed Scholarship 0 9,988 9,988 Al Allen Gallery Endowment 0 710 710 Bailey Schlumberger Award 0 8,306 8,306 Billy & Betty Brumbelow Endowed Scholarship 0 10,710 10,710 Biology Department Endowed Scholarship 0 2,522 2,522 Boaz Family Scholarship 0 14,271 14,271 Chip and Cindy Murphy Endowed Scholarship and Program Fund 0 11,788 11,788 College of Science and Mathematics Student Travel Fund Endowment 0 3,291 3,291 David and Lucille Chandler Endowed Scholarship 0 4,001 4,001 David O. Dillinger Endowed Scholarship 0 8,892 9,892 Donna and David Cone Endowed Scholarship and Program Fund 0 13,388 13,388 Dr. Rhonda S. Lewis Memorial Scholarship 0 2,285 2,285 Dr. T. Harri Baker Memorial Scholarship 0 3,784 3,784 Dr. Tom and Debbie Lynch Scholarship 0 3,236 3,236 Dr. Virginia Pitts Rembert Endowed Award 0 1,805 1,805 Education Administrators Preparation Scholarship Endowment 0 2,389 2,389 Ernest and Tommy Howell Endowment 0 1,823 1,823 First Year Merit Scholarship in Information Science 0 4,822 4,822 Gregory Glen Eley Memorial Endowed Scholarship 0 2,586 2,586 James W. Spears Endowed Scholarship 0 47,242 47,242 Judge George Howard Jr. Memorial Scholarship 0 19,846 19,846 Kathryn Ramsey English Award 0 2,161 2,161 Larson Harman Endowed Scholarship 0 9,313 9,313 Lou Caudell Scholarship 0 7,183 7,183 Marilynn Keys Endowed Scholarship 0 9,319 9,324 Mexican Studies Endowed Scholarship 0 4,249 4,249 N. P. Alessi Family Memorial Scholarship 0 5,136 5,136 Patricia Guardado Memorial Scholarship 0 2,448 2,448 Rhetoric and Writing Graduate Professional Development Endowment 0 3,830 3,830 Robert C. Hope Endowed Scholarship 0 2,513 2,513 Robert Mitchell MIS Endowed Scholarship 0 6,064 6,064 Roy & Christine Sturgis Charitable Trust Nanotechnology Chair 0 250,592 250,592 School of Social Work BSW Scholarship 0 5,068 5,068 Ted and Betty Williams Charitable Trust Scholarship 0 47,988 47,988

4

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description

Thomas Carl Ferris Construction Management Endowed Scholarship Thomas E. Steves Sr. Memorial Alumni Endowment Traylor Endowed Fund

Spending Allocations

0 0 0

Corpus Balance 6/30/2012

Net Balance 6/30/2012

12,791 13,266 1,460

12,791 13,266 1,460

Permanent Endowments Principal is non-spendable and remains intact in perpetuity. Only the interest generated can be spent according to established criteria.

Albert D. & Marcuse S. Cohn Scholarship Alcoa Faculty Development Fund Alfred and Margaret Wilhelm Endowed Engineering Scholarship Alfred L. Williams Endowed Alumni Scholarship Alma K. Dougherty Award for Excellence Altheimer Distinguished Professor Altheimer Endowment Alumni Merit Scholarship American Society of Professional Estimators Andrew C. Mitchell Scholarship Anna & George Kuck Award Anna Margaret Butler Endowment Anne Russ Endowment Annie Jones Jolly Educational Fund Annie L. Harrison Scholarship Arkansas Contractors License Board Arkansas Contractors Licensing Board Arkansas Life Underwriters Trust Fund Scholarship Arnold Lecture Endowment Asa Jean Woolfolk Scholarship Associated General Contractors Scholarship B. A. Hardy Memorial Endowment Fund Balsley-Whitmore Award Bell and Company Endowed Law Scholarship Ben Core Arkansas Association of Defense Counsel Scholarship Ben J. Altheimer Moot Court Competition Fund Bernard Whetstone Endowment Bernice and Curtis Harris Scholarship Bernice Robinson Webb Memorial Scholarship Bessie Moore Early Childhood Education Scholarship Beth & Earl Richard Endowed Scholarship Beth Butler Eaton Endowed Scholarship Betty Jo Stephens Women’s Athletic Fund

0 (19,108)

20,867 47,041

23,936 61,672

(2,000) 0 0 0 (511) (11,800) (1,000) (1,300) 0 (3,600) 0 0 (2,500) 0 0 (3,250) 0 (1,400) 0 0 (13,062) 0

27,960 16,261 17,845 234,239 205,567 340,916 27,508 25,954 6,457 87,943 5,081 57,276 79,370 103,433 43,546 13,186 12,336 31,091 13,282 24,690 84,287 53,475

29,991 17,361 22,743 327,547 272,940 382,446 29,096 27,209 8,511 90,608 5,166 62,530 84,886 127,528 56,836 14,775 15,215 32,786 15,059 26,245 124,838 57,982

(3,700) 0 0 (4,500) (1,300)

19,706 43,385 64,813 93,220 25,397

20,595 66,890 133,984 98,094 26,744

(1,400) 25,947 (250) 13,586 0 70,479 0 17,607

27,989 19,115 71,194 21,146

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

5

Endowments 2011-2012 Project Description

Betty Kay and Charles E. Hathaway Endowed Scholarship Bettye McDonald Caldwell and Fred T. Caldwell Jr. Endowed Scholarship Bill and Peyton Bishop Endowment Bill B. May Endowed Scholarship Bill Greenwood Construction Management Endowed Scholarship Bill Gwatney Memorial Endowed Scholarship Black Law Student Association Endowed Scholarship for Public Service Blakley E. Miles Memorial Scholarship Booker Worthen Endowed Scholarship Bowen Law Scholarships Bowen Law School Part-Time Endowed Scholarship Byron M. Eiseman Professorship in Taxation Campbell Scholarship Fund Carl C. Gray Jr. Memorial Endowed Scholarship

Chad Farris Law Scholarship Charles & Jamie M. Byrne Faculty Travel Fund Charles C. and Nadine Baum Scholarship Fund Charles Chastain Criminal Justice Founding Chair Development Fund Charles D. & Angela C. Maynard & Angela Maynard Sewall Endowed Scholarship Charles E. Deitz ELA Scholarship Charles Robert Sarver Memorial Scholarship Fund Children International College Scholarship Cindy Conger Endowed Visual Art Award Clarence and Judy Albers Quality Writing Endowed Scholarship Coleman Endowed Physics Scholarship College of Business Excellence Fund Endowment Construction Management Development Fund Correctional Leadership Challenge Endowed Scholarship Craig E. Powell Scholarship Fund Creative Applications of Technology Endowment CSAM Leadership Endowed Scholarship Dale Bumpers Research Fellows Award Endowment Dante Paul Jacuzzi III Endowment Darryl K. Reach Endowed Scholarship David M. Guerra Endowed Technology Fund 6

Report for the 12 Months Ending June 30, 2012

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

(6,500) 118,910 140,914 (4,800) 0 (4,000)

89,470 30,250 54,574

93,722 30,828 64,977

(500) (6,600)

32,018 248,894

34,608 260,825

(800) (250) (4,000) 0 0 (11,798) (12,758) 0 0 (1,000) 0 (38,593)

30,240 22,262 25,433 342,952 25,165 248,872 685,459 15,193 106, 687 19,482 7,073 681,269

31,420 23,281 29,508 579,434 26,341 278,114 800,875 17,788 132,133 20,413 7,566 720,938

0

56,036

64,416

(900) (1,000) (1,160) 0 0

28,642 20,147 20,159 15,992 5,769

30,221 21,614 21,916 16,466 6,755

(500) 0 (2,435) 0

13,491 17,011 238,242 28,072

14,302 19,861 274,306 34,955

0 105,767 119,553 (2,000) 77,286 88,705 0 16,468 17,304 (12,349) 55,971 58,119 0 23,928 24,086 0 4,826 5,001 0 26,650 28,882 0 7,143 8,063

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description

David O. Demuth History Scholarship David S. Sherman Endowed Scholarship Dean John Hugh Carmichael Endowed Scholarship Della Casan Michael Mitchell Memorial Scholarship Delta Theta Phi/James E. Baine Endowed Scholarship Fund Delta Theta Phi/John A. Fogleman Scholarship Fund Demp Dempsey Television Studio Dent Gitchel Trial Advocacy Endowment Department of Mathematics and Statistics Faculty Scholarship DeWoody & Emily Fleming Dickinson Math Scholarship Dick Neal Memorial Scholarship Donald W. Reynolds Restricted Endowment Donna Barkan Jensen Writing About Families Scholarship Dora and Elly Ellsworth Arts Award/Scholarship Dorothy Sawatski Vocal Scholarship Doug Mitchell Memorial Scholarship Dr. D. Dean Kumpuris Graduate Fellowship in Public Service Dr. Nancy J. Harm Memorial Scholarship Dr. Rose A. Berry Endowed Scholarship Dr. Thea Spatz Endowed Award E. Grainger & Frances B. Williams Endowed Scholarship Fund Eaton Endowed Chairman’s Fund Edith Willis Woodall Scholarship Edith Woods Sweezy Memorial Scholarship in Journalism Edward L. Whitbeck Memorial Award Edward L. Wright Scholarship Elaine Eubank Endowed Scholarship Eleanor Orts Francis Arts Education Fund Eleanor Orts Francis English Scholarship Eleanor Orts Francis Music Scholarship Elizabeth S. Lang Scholarship Elmer Barber AGC Scholarship Emily & Frank Parke Scholarship Fund Engel Fellowship for Faculty and Students Engineering and Technology Dean’s Endowed Fund Engineering Technology Scholarship Fund

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

0 0 (800) (1,300)

10,778 18,728 16,790 25,909

12,778 18,880 17,493 27,208

(1,800) (1,000) 0 0

38,041 23,323 22,784 19,477

39,650 24,401 27,938 25,567

0

5,675

6,129

(2,400) 55,308 58,791 (6,600) 118,339 128,671 0 2,662,685 2,846,169 0 20,430 (980) 28,653 0 15,764 0 13,981

22,105 29,811 22,991 15,348

0 (6,000) (450) (250)

47,398 215,962 36,091 9,242

47,843 216,400 38,539 10,479

(750) (4,052) (1,200)

22,346 107,441 18,304

25,238 114,249 19,770

0 0 0 0 0 0 (4,000) (3,000) (1,800) (2,100) 0

22,901 53,511 23,531 28,228 45,562 45,562 91,124 47,137 13,423 26,933 102,411

26,145 65,613 25,608 28,241 49,466 49,466 94,917 50,116 14,780 28,842 138,125

(7,557) 0

1,150,291 63,974

1,318,877 146,072

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

7

Endowments 2011-2012 Project Description

English Department Scholarship Eugene M. Pfeifer and Fay S. Pfeifer Memorial Endowed Scholarship F. Brent Knutson Memorial Award in Religious Studies Felix B. Arnold Lecture Series Florence C. Zook, R.N. Endowed Scholarship Freshour Scholarship Fund Friday Fellows Friends of the Arts Scholarship G. Ross Faculty Development Fund Gallery Fund Endowment Geneva Jones Winters Endowed Scholarship George & Stella Smith Music Scholarship Gilbert Leigh Business Fund Governor Carl E. Bailey Scholarship Fund Governor Orval E. Faubus Scholarship Governor Sid McMath Law Scholarship Guy A. Moore Endowed Scholarship Gwendolyn Dewees Hodge Memorial Book Award H.A. Ted & Virginia Bailey Scholarship Halberg Trust for Library Special Projects and Operations Harold R. Zook Endowed Scholarship Harper Dabney Boyd Scholarship Fund Harper W. Boyd Jr. Professor of Excellence Endowment Fund Harper W. Boyd Jr. Scholarship Fund Harry Ashmore Outstanding Journalism Student Award Harry Barnhard Endowed Scholarship Herschel Friday Law Library Endowment Hildegard Smith Scholarship Hispanic Law Student Association Endowed Scholarship Hispanic Law Student Endowed Scholarship for Public Service Homer T. and Betty U. Jones Opera and Vocal Arts Endowment Howard Williams Construction Management Scholarship Hugh F. Oates Scholarship Fund Ike Murry Memorial Scholarship Insurance Women Little Rock Scholarship 8

Report for the 12 Months Ending June 30, 2012

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

0

1,486

3,516

0

36,312

46,379

0 8,435 9,556 0 51,528 107,749 (1,000) 12,242 12,754 (13,000) 187,793 196,201 (39,435) 654,685 902,223 (3,000) 68,643 122,945 0 14,930 15,078 0 57,599 74,900 (900) 14,900 15,774 0 26,400 26,400 0 6,769 12,413 0 21,169 23,232 0 11,737 14,376 0 29,352 31,092 (2,100) 46,654 48,629 0 5,535 5,875 (2,900) 39,822 41,868 (26,492) 93,405 99,194 0 11,589 13,686 (5,000) 86,778 96,719 (1,569) (8,750)

44,518 169,319

48,740 187,547

(1,000) (900) 0 (3,200)

27,232 29,667 164,089 17,357

31,180 30,548 210,375 18,123

0 24,447 25,181 0

27,962

29,938

(3,000) 28,251 31,757 0 89,375 0 27,003 (1,500) 31,406 (1,500) 17,160

89,375 29,419 39,279 18,056

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description

Irene, John Dale, and Hugh Stanphill Scholarship Fund Jack Kinnaman Constructor Endowed Scholarship Jack Morton Wilhelm Endowed Scholarship Jack Wagoner III Endowed Scholarship James and Carol Hendren Research Endowment Fund James H. Fribourgh Endowed Biology Scholarship James H. Fribourgh Scholarship James H. Penick Memorial Fund James R. Garison Endowed Book Fund James Taylor Memorial Scholarship Jane Kittle and Vaughan Dabney Scholarship Fund Jeffrey C. Ledbetter Endowed Scholarship Jenkins, Byler, and Roller Family Endowed Fund for Campus Beautification Jerry & Sherry Damerow Endowed Mathematics & Statistics Scholarship Jerry E. Arrowood Memorial Scholarship Jerry L. Maulden-Entergy Chair in Information Science Jessie Pauline Wyatt Endowed Book Award Jim McWilliams Scholarship Jim Newell Scholarship Joe T. Ford Chair of Finance Joel Ruminer Endowment Fund for Dance Scholarships and Dance Performance John A. Boyeskie Memorial Scholarship John A. Larson Scholarship Fund John N. Stern Scholarship Fund John T. Haley Endowed Scholarship Josef Rosenburg Award Fund Joseph & Mary Kaufman Scholarship Judge Oren Harris Scholarship Judge Pat Mehaffy Scholarship Judith A. Wrappe Scholarship Julia Dabney Taylor & Bertie Vaughn Dabney Fund Julie Bova Scholarship Kathryn Wolpers Sanders Library Endowment Keemo Richardson Memorial Scholarship Fund Keith M. Thompson Endowed Scholarship Kempner Lecture Series Kenneth Pat Wilson Center for Economic Education Endowment Kerry Kennedy Aspiring Playwright Endowed Fund

Spending Allocations

0 0 (1,400) (1,300)

Corpus Balance 6/30/2012

120,537 80,404 29,046 22,506

Net Balance 6/30/2012

131,159 85,875 30,264 23,496

0 19,783 19,984 (1,500) 39,937 44,307 (2,200) 95,943 102,591 0 5,904 6,418 (649) 14,961 15,638 (150) 28,824 30,188 (2,500) 52,228 57,874 (1,200) 44,935 47,624 (22,000)

103,216

109,041

(2,500) (900)

96,416 14,908

101,305 15,699

(40,000) 921,283 958,506 0 5,081 5,166 0 42,651 46,705 (1,000) 25,388 29,294 (5,407) 1,090,327 1,420,185 (2,500) 0 0 (5,250) (500) 0 (3,898) (3,900) 0 (6,200) (2,500) (1,000) 0 0 (2,300) (19,191)

68,951 17,253 19,077 111,752 188,149 17,252 227,631 75,028 32,421 158,188 61,547 24,514 7,305 14,744 46,005 126,070

75,801 21,498 21,671 116,555 195,949 19,115 247,114 78,236 35,263 168,229 67,284 26,846 10,328 16,848 49,153 158,381

(900) 0

99,912 16,832

102,963 17,747

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

9

Endowments 2011-2012 Project Description

Kirk Davis AGC Scholarship L. A. Horn Memorial Scholarship Fund Law Library Endowed Fund Leah Katayama Wilkins Endowed Award Ledbetter Library Endowment Ledbetter Non-Traditional Endowed Scholarship Ledbetter Public Radio Endowment

Lee Asbill Johnson Endowed Scholarship Lester E. Hosto Scholarship Lewis and Debbie May Endowed Scholarship and Program Fund Linda and Tom McMillan Mathematics Scholarship Little Rock Nine Endowed Scholarship

Lois Walters Memorial ADK Scholarship Lori Grimes Memorial Scholarship Fund Louise and Jack T. Lynn Scholarship Fund Lynn Nelson Memorial Scholarship Fund M. S. McCord Research Endowment Ma Endowed Family Scholarship Mabel W. Formica and Santo D. Formica History Endowment Madeline S. and H. A. Ted Bailey Sr. Memorial Scholarship Major Robert Gee Denman and Colonel Dale Denman Military Veterans Endowed Scholarship Mano/Boaz Scholarship

Marguerite Flake Scholarship Fund Marie Wilson Howells Trust Mark Hartmann Anthropology Student Fellowship

Martha Couch Givens Award Martha Gaunt Bass Scholarship Martha Sawrie Stephenson Endowed Scholarship Martin Borchert Endowed Scholarship Mary Fletcher Worthen Endowment Mary Frances Frederick Memorial Scholarship May Construction Company Endowed Scholarship Melissa Ma Endowed Scholarship Microscopical Research Middle East Studies Morris and Dorothy Beebe Endowed Athletic Scholarship Mozelle Nelson University History Institute Endowed Fund Nan Ellen Dickinson East Endowed Scholarship Nancy Hall Bailey Endowed Scholarship

Report for the 12 Months Ending June 30, 2012

Spending Allocations

(1,000) (1,300) 0 (250) 0 (18,750) 0 (1,095) (1,000)

Corpus Balance 6/30/2012

0 (50) 0 (3,000) (1,700) (4,000) 0 0 (1,800)

13,737 21,060 19,696 5,860 5,725 416,319 277,353 20,840 19,381 5,058 17,806 34,239 58,355 39,683 63,153 14,173 116,765 26,214

Net Balance 6/30/2012

15,384 22,929 29,747 6,195 12,005 443,469 295,016 22,868 21,281 5,311 19,820 40,210 62,325 41,740 70,407 15,549 145,401 27,984

(3,000) 82,570 97,791 0 42,405 44,618 (1,000) (800) (4,800) 0 (1,700) 0 0 (375) 0 (1,100) (4,500) 0 0 (3,679) (83,530)

22,934 33,734 126,588 3,782,545 27,290 382 17,698 28,764 18,255 20,623 102,161 15,887 43,064 13,199 1,076,998

24,591 35,698 134,385 4,204,448 27,664 957 22,409 31,294 20,399 21,519 107,375 18,205 50,971 15,025 1,257,448

0 63,179 71,841 0 0 (900)

4,937 101,377 36,622

6,155 103,141 38,010

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the

10 interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description

Neyland Hester Endowed Scholarship Nuvell Financial Services Scholarship Oscar & Patricia Fendler Endowment for Advancement of Ethics & Professionalism Patricia and John S. Bailey Family Endowed Scholarship Patricia P. and George E. Thompson Jr. Scholarship Paul P. Cheatham Memorial Fund Paul and Susan Davis Scholarship Fund

Paul M. Williams Memorial Endowed Scholarship Philip L. Kehler Endowed Scholarship Phillips Foundation Endowment Phyllis A. Keltner University Writing Center Endowed Fund Phyllis Kinnaman Endowed Scholarship Phyllis Rountree Memorial R. D. “Bob” Nabholz Memorial Endowed Scholarship R. Julian Glover Scholarship Fund R. Norman Farris Banking Award Raymond Rebsamen Scholarship RD Doubleday Endowed Scholarship Rebecca Fuller Ward Endowed Scholarship Richard B. Dixon Endowed Scholarship Richard Frothingham Endowed Achievement Award Richard Stanley Cooper Award Rick Finley Memorial Scholarship Fund Rob Williams Scholarship Robert C. Culpepper Accounting Scholarship Rockefeller Archives Rockefeller Scholars Roller Funeral Homes Scholarship Ron Garrett Memorial Scholarship

Rosa Pfeifer Isacson Endowed Scholarship Rose Mae Bogan Millikan Endowed Scholarship Roslyn L. Knutson English Award Roy Mitchell Scholarship Rudolph S. and Margaretta B. Graham Endowed Scholarship Fund Ruth Agar Scholarship

Ruth Lovett Booker Endowed Scholarship Salene & Maxwell Lyons Family Scholarship Fund Sam Laser Endowed Athletic Scholarship Sam Laser Endowed Law Scholarship

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

(2,800) (1,500)

52,379 30,193

54,840 33,492

0

102,565

112,817

(3,400) 44,199 46,531 (200) 65,469 65,974 0 2,472 4,558 (2,500) 58,858 67,396 0 110,479 123,493 0 23,616 24,215 0 13,497 23,667 (753) 0 0

48,290 52,005 23,846

55,526 53,372 30,860

0 17,891 19,716 0 33,165 36,077 (1,500) 15,359 16,898 (1,000) 33,340 37,580 (1,000) 14,592 15,335 (6,000) 108,502 113,124 (3,250) 70,823 80,471 0 0 0 0 (2,900) (1,352) 0 (2,600) 0 0 0 (250) (1,000)

4,801 1,634 63,186 109,203 32,562 154,777 218,269 100,832 287 26,076 9,649 5,329 27,194

6,059 1,759 71,637 130,655 34,337 189,622 239,171 103,940 670 28,984 10,035 5,656 30,895

(2,900) 0 (2,000) 0 0 0

50,212 11,084 27,953 43,272 52,757 35,371

52,562 11,084 31,532 46,956 55,583 37,138

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

11

Endowments 2011-2012 Project Description

Sam Raines Real Estate Chair Sandra Murphree Newell Endowed Scholarship Sequoyah Research Center SymposiumAmerican Native Press Archives

Sigma Nu(Eta Xi Chapter) Scholarship Simmons First National Bank Endowed Scholarship Soccer Endowment Fund Society of Women Engineers - Mary L. Good Endowed Award Stacy Willis Endowed Scholarship Stella Boyle Smith Award Stephen Harrow Smith Endowed Dean of Business Sterling Stores Scholarship Steven L. Mourning Science Scholarship Student Bar Association Endowed Scholarship for Public Service Susan & David Belcher Endowed Travel Award Susan Philpott Memorial Terri D. Thompson Endowed Scholarship The Guy, Gladys and Gaylord Northrop Young Researcher Annual Award The Helon Brown Williams Endowed Fund for Children’s Literature The Paul R. Engle Scholarship Fund Thomas Erskine Downie Award Thomas Smith Compton Jr. Memorial Library Fund for the Humanities Tim Massanelli Endowed Scholarship for Political Science Tracy L. Thompson Endowed Scholarship Trebing UALR Graduate Assistantship Fund TreDay.com Scholarships Project Endowment Trinity Endowment for Engineering Education UALR Cal Ledbetter Arkansas Legislative Institute UALR Law Alumni Scholarship

USAble Insurance Company Endowed Scholarship Vance C. Ogden Memorial Endowed Scholarship Vance M. Strange Jr. Endowed Scholarship Vance, Inez, and James Martin Endowed Scholarship Viola Schader Coyne Endowed Fund Virginia C. Ledbetter Liberal Arts Fund Vision for the Future Endowed Professorship

Whitbeck-Beyer Insurance Chair

Report for the 12 Months Ending June 30, 2012

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

0 (750)

121,447 25,544

200,496 27,432

(25,636) 0 (2,800) (5,735)

199,565 23,166 62,170 70,379

203,124 28,995 65,461 70,391

0 (2,500) (7,200)

6,661 27,926 626,682

6,661 31,409 656,726

(8,820) 0 0

1,047,328 584 15,617

1,069,487 1,048 15,774

(1,000) 0 (1,800) (2,000)

28,698 13,695 23,629 46,005

30,110 15,388 26,993 48,393

(247)

14,373

17,986

0 0 (600)

24,950 20,173 5,976

32,683 25,745 6,534

0

38,922

53,881

0 (1,200) 0 0 (108,452) 0 (1,000) (1,000) (1,000) (1,000)

15,125 47,406 33,273 16,911 5,588,494 306,734 35,310 15,589 33,488 22,266

16,625 51,489 36,972 17,951 6,176,273 316,961 36,686 16,681 36,966 24,388

0 29,823 35,104 (4,345) 39,101 61,990 0 38,601 42,938 0 294,388 351,197 0 391,689 436,892

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the

12 interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description

Spending Allocations

Corpus Balance 6/30/2012

Net Balance 6/30/2012

Willard and Pat Walker Endowment for Nursing Scholarships (48,000) 804,910 838,697 Willard and Pat Walker Nursing ScholarshipsBSN Completion 0 1,041,711 1,097,430 William Andrew Treadway III Endowed Scholarship (1,000) 22,771 24,426 William C. Goolsby Endowed Scholarship in Real Estate (1,500) 22,953 24,871 William D. Lynch Endowed Scholarship (1,600) 12,754 13,614 William G. Cooper Jr. Honors In English (61,600) 1,588,029 1,863,078 William H. Bowen Endowment (75,748) 1,522,371 1,966,949 William H. Bowen Scholar-Minority 0 235,911 353,135 William H. McLean Fund (2,250) 54,265 60,006 William J. Clinton Professorship in Constitutional Law (13,494) 196,419 196,635 Wilma and Jack Diner Student Art Acquisitions and Awards Endowment 0 32,911 36,674 Windgate Foundation Scholarship Fund (32,000) 460,372 479,071

Quasi Endowments

Principal and income of these funds may be utilized at the discretion of the university according to established criteria.

Applied Design Equipment Arkansas Small Business Technology Development Center Chancellor’s Greatest Needs Fund Charles C. & Nadine Baum Endowment Fund Cyber College Building Fund Herschel H. Friday Law Library History Institute Institute of Economics Development Fund James N. Heagen Memorial Scholarship Fund John D. Walthour Trust Law Campaign-General Fund Marian Williams Scholarship Mozelle Nelson Alumni Fund Ruth H. Brunson Law Library Memorial

(5,285)

0

12

(10,877) (7,500) (52,841) 0 0 0 0 0 (21,339) (7,881) (35,038) (14,312) 0

213,014 383,107 903,417 0 48,364 49,640 671,295 4,270 847,610 214,734 1,426,778 72,812 77,549

225,938 383,107 904,964 76,308 75,320 59,791 844,589 5,794 899,731 215,655 1,628,940 76,085 94,866

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

13

University of Arkansas at Little Rock

Nonprofit Organization U.S. Postage Paid University of Arkansas at Little Rock

Permit No. 2542

Office of Development 2801 South University Avenue Little Rock, AR 72204-1099

}

University of Arkansas at Little Rock A Difference of Degree