FY 14 Endowment Report

Page 1

2013-2014 Annual Report of the UALR Foundation

University of Arkansas at Little Rock


Endowments 2013-2014

Project Description

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014

Permanent Endowments Principal is non-spendable and remains intact in perpetuity. Only the interest generated can be spent according to established criteria. Albert D. and 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 Alumni Merit Scholarship American Society of Professional Estimators Andrew C. Mitchell Scholarship Anna and George Kuck Award Anna Margaret Butler Endowment Anne Russ Endowment Annie Jones Jolly Educational Fund Annie L. Harrison Scholarship Arkansas Broadcasters Association Endowed Scholarship Arkansas Contractors License 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 Hardy, Jr. Kappa Sigma Excellence Award Ben J. Altheimer Moot Court Competition Fund Ben. J Altheimer Endowment Bernard Whetstone Endowment Bernice and Curtis Harris Scholarship Bernice Robinson Webb Memorial Scholarship

0 0 1,200 1,500 0 0 10,000 2,000 1,000 0 0 0 0 3,000 4,600 0 1,000 0 1,000 0 0 0 2,500 0 0 0 0 0 4,000 1,982

1,000 0 1,200 750 800 0 20,500 750 1,700 0 2,800 200 4,500 4,000 11,588 0 500 0 0 0 1,800 20,863 2,500 825 0 0 15,034 0 4,000 500

24,754 55,741 33,131 22,122 21,169 277,562 508,078 33,139 30,755 7,651 104,209 6,021 67,947 94,049 54,094 122,563 15,625 14,618 36,842 15,739 29,289 99,876 80,543 23,351 5,595 51,410 243,588 76,801 110,461 31,663

26,481 74,747 35,174 23,974 26,499 393,173 545,310 35,606 31,938 8,280 107,150 6,139 73,937 98,391 54,763 156,071 16,862 18,619 39,705 16,866 31,302 108,816 83,493 24,248 5,948 79,203 298,589 153,246 114,520 34,211


Endowments 2013-2014

Project Description Permanent Endowments continued Bessie Moore Early Childhood Education Scholarship Beth and Earl Richard Endowed Scholarship Beth Butler Eaton Endowed Scholarship Betty Jo Stephens Women’s Athletic Fund 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 Billy and Betty Brumbelow Endowed Scholarship Black Law Student Association Endowed Scholarship Blakley E. Miles Memorial Scholarship Boaz Family Scholarship Booker Worthen Endowed Scholarship Bowen Law Scholarships Bowen Law School Part-Time Endowed Scholarship Brett Gary Blakney Endowed Memorial Scholarship Byron M. Eiseman Professorship in Taxation C. Fred Williams Endowed Fund C. H. Richter Memorial Scholarship Campbell Scholarship Fund Carl C. Gray, Jr. Memorial Endowed Scholarship Carmine and Rose Iannacone Endowed Student Award Chad Farris Law Scholarship Charles and Jamie M. Byrne Faculty Travel Fund Charles C. and Nadine Baum Scholarship Fund Charles Chastain Criminal Justice Founding Chair Development Fund Charles D. and Angela C. Maynard and Angela Maynard Sewall Endowed Scholarship Charles E. Deitz ELA Scholarship Charles M. Taylor II Scholarship Charles Robert Sarver Memorial Scholarship Fund

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 900 0 0 1,000 4,500

1,300 2,689 0 2,825 8,500

30,746 27,069 88,817 26,336 141,897

32,220 31,306 95,612 27,541 152,921

3,458 0 6,600 1,500 17,250 0 1,000 1,000 900 0 0 1,100 0 0 0 0 41,319 1,000 0 800 0 25,670 1,000

3,500 0 1,200 1,600 9,900 0 1,250 1,000 0 2,000 0 1,100 900 12,152 0 5,150 83,468 2,750 0 800 0 36,860 1,300

106,019 38,816 64,667 49,665 352,876 15,946 38,248 26,379 18,062 30,137 407,421 30,071 48,057 295,008 28,618 356,872 812,237 18,003 12,491 23,239 10,598 807,272 79,213

111,432 38,904 72,186 51,911 369,883 16,093 39,826 27,509 19,032 31,432 679,107 31,316 49,784 321,798 29,392 387,240 874,878 19,388 12,719 24,137 11,771 847,378 80,811

1,014 600 125,115 0

900 900 16,500 1,600

34,115 23,873 1,227,522 23,914

36,060 24,974 1,409,557 25,914


Endowments 2013-2014

Project Description Permanent Endowments continued Charliss Russ Greatest Need Endowment Charliss Russ Marketing and Advertising Scholarship Children International College Scholarship Cindy Conger Endowed Award Clarence and Judy Albers Quality Writing Endowed Scholarship Class of 2006 Endowed Book Award Coleman Endowed Physics Scholarship College of Business Excellence Fund Endowment Connie Brown Phillips Endowed Book Award Construction Management Development Fund Contractors Licensing Board 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 A. Schonert Endowed Scholarship David and Donna Cone Endowed Scholarship and Program Fund David M. Guerra Endowed Technology Fund David O. Demuth History Scholarship David O. Dillinger Endowed Scholarship David S. Sherman Endowed Scholarship Dean John Hugh Carmichael Endowed Scholarship Dean R. Morley Pulaski County Bar Foundation 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 and Emily Fleming Dickinson Math Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 0 0 0 0 1,200 200 0 0 200 0 0 1,000 0 0 4,000 0 0 0 1,000 0 0 0 1,000 0 750 1,000 0 1,650 0 0 0 250 2,400

0 0 0 1,100 1,000 0 0 16,358 0 0 0 1,000 6,000 0 2,000 0 200 0 0 0 0 0 1,000 0 750 0 1,100 1,600 1,000 0 0 600 3,000

15,882 15,882 19,063 8,299 15,986 3,456 20,158 282,625 5,303 33,264 51,658 145,752 91,580 19,514 74,472 47,289 5,718 31,579 24,142 19,445 8,464 12,820 14,228 24,013 19,895 25,907 30,701 45,891 28,449 28,788 23,079 6,783 65,538

15,979 15,979 20,914 8,752 16,964 3,658 24,528 314,474 5,568 42,711 68,929 148,824 94,724 21,772 89,379 50,276 5,804 36,135 25,142 20,284 10,015 15,778 15,245 24,168 20,682 26,977 31,920 47,667 29,543 36,061 26,946 7,133 68,783


Endowments 2013-2014

Project Description Permanent Endowments continued 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. Alan M. Johnson Endowed Scholarship Dr. Charles and Betty K. Hathaway Summer STEM Scholarship Dr. D. Dean Kumpuris Graduate Fellowship in Public Service Dr. Floyd W. Martin Endowment Dr. Nancy J. Harm Memorial Scholarship Dr. Robert B. Clarke Endowed Scholarship Fund Dr. Rose A. Berry Endowed Scholarship Dr. Thea Spatz Endowed Award Dwane F. Treat Endowed Scholarship E. Grainger and 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 EIT Dean’s Endowed Fund 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 and Frank Parke Scholarship Fund Engel Fellowship for Faculty and Students Engineering Technology Scholarship Fund English Department Scholarship Eugene M. Pfeifer and Fay S. Pfeifer Memorial Endowed Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 0 0 0 0 0 1,000 1,000 0 0 0 9,830 3,500 1,256 0 0 1,000 0 0 0 0 0 0 1,500 0 3,000 0 2,500 1,200 0 0 0 0 0

9,800 0 1,000 1,000 0 0 1,000 0 0 0 8,000 1,000 1,500 250 0 750 6,236 0 0 2,000 950 3,191 750 2,015 5,000 6,700 1,500 0 2,900 18,000 3,026 0 0

140,385 3,155,157 24,209 34,068 18,701 16,737 14,293 283,341 65,107 27,889 245,896 115,895 42,767 10,951 47,989 29,226 127,597 21,689 27,168 63,480 27,915 1,364,581 36,376 53,989 53,989 107,978 55,855 15,906 31,950 121,353 166,376 1,763 44,915

147,236 3,576,610 25,650 35,661 23,969 18,322 15,307 304,859 69,903 28,482 255,727 120,160 44,813 12,504 50,025 31,910 137,465 24,749 30,506 76,474 30,243 1,594,299 38,019 59,851 56,860 112,904 59,390 17,426 33,422 148,600 171,199 3,929 58,208


Endowments 2013-2014

Project Description Permanent Endowments continued F. Brent Knutson Memorial Award in Religious Studies Felix B. Arnold Lecture Series Florence C. Zook, R.N. Endowed Scholarship Francis Alan Pete Russ Greatest Need Endowment Francis Alan Pete Russ Management Scholarship Freshour Scholarship Fund Friday Fellows Friends of the Arts Scholarship G. Ross Faculty Development Fund Geneva Jones Winters Endowed Scholarship George and Stella Smith Music Scholarship Gilbert Leigh Business Fund Gov. 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 and 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. Scholarship Fund Harper W. Boyd, Jr. Professor of Excellence Endowment Fund Harry Ashmore Outstanding Journalism Student Award Hazel Kriegbaum Russ Greatest Need Endowment Hazel Kriegbaum Russ Nursing Scholarship Herbert and Gertrude Latkin Scholarship Fund 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

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 0 0 500 0 0 5,000 0 3,000 0 485 0 0 0 0 0 2,100 300 375 0 1,000 2,500 18,750 0 4,000 0 0 2,500 0 800 1,000 1,250 0 0

100 0 500 0 0 3,500 0 7,000 0 640 0 0 1,000 2,000 1,000 1,575 250 1,700 0 1,000 2,500 5,000 2,758 1,000 0 0 0 4,405 800 1,100 0 1,600 5,000

9,995 61,128 14,507 15,882 15,909 222,526 775,771 123,051 19,924 17,656 31,348 8,030 25,113 13,923 34,863 55,282 10,020 47,187 110,681 15,386 102,827 200,635 52,752 32,268 15,882 15,909 122 194,438 20,567 28,968 33,416 33,476 69,375

11,560 122,059 15,317 15,979 16,006 235,530 1,052,565 142,320 21,420 18,467 36,703 14,292 27,112 15,136 37,603 57,973 10,436 48,942 117,672 16,165 110,300 226,190 54,601 36,615 15,979 16,006 2,682 241,533 22,027 30,191 37,834 36,250 84,375


Endowments 2013-2014 Project Description Permanent Endowments continued Hugh F. Oates Scholarship Fund Ike Murry Memorial Scholarship Insurance Women Little Rock Scholarship Irene, John Dale, and Hugh Stanphill Scholarship Fund Jack Kinnaman Constructor Endowed Scholarship Jack Kinnaman Family Athletic 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 R. Garison Endowed Book Fund James Taylor Memorial Scholarship James W. Spears Endowed Scholarship Jane Kittle and Vaughan Dabney Scholarship Fund Jeffrey C. Ledbetter Endowed Scholarship Jenkins, Byler, and Roller Family Endowed Fund for Campus Beautification Jerol Garrison Endowed Journalism Scholarship Jerry and Sherri Damerow Endowed Mathematics & Statistics Scholarship Jerry E. Arrowood Memorial Scholarship Jerry L. Maulden-Entergy Chair in Information Science Jesse Mason and Gail Reede Jones, MD Endowed Scholarship Jessie Pauline Wyatt Endowed Book Award Jim McWilliams Scholarship Jim Newell Scholarship Joan R. Taylor Scholarship Fund 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

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 1,000 0 1,200 0 3,500 4,000 1,275 950 0 1,500 3,500 750 1,200 2,400 2,500 1,000

1,000 1,500 0 9,117 3,000 2,700 1,275 950 0 750 3,750 600 1,200 0 2,500 2,100

31,997 37,215 20,334 142,993 95,448 117,681 35,484 26,668 47,741 47,940 114,966 21,313 34,155 68,819 61,888 53,246

33,238 43,417 21,700 149,618 100,715 123,075 36,825 27,680 50,309 53,557 120,111 22,242 35,485 71,847 67,083 55,694

0 900

0 1,000

122,306 22,552

137,061 23,481

5,000 300 0 0 450 2,500 2,500 37,400 0

4,500 1,200 40,000 0 250 1,500 2,000 30,600 0

166,588 17,665 1,091,677 67,850 11,903 50,540 30,083 1,227,794 1,291,986

173,206 18,543 1,127,162 72,850 12,473 53,781 33,232 1,296,731 1,676,166

1,500 500 1,750

1,500 500 750

81,758 26,010 27,134

91,629 27,222 30,808


Endowments 2013-2014

Project Description Permanent Endowments continued John N. Stern Scholarship Fund John T. Haley Endowed Scholarship Josef Rosenburg Award Fund Joseph and Mary Kaufman Scholarship Judge George Howard Jr. Memorial Scholarship Judge Oren Harris Scholarship Judge Pat Mehaffy Scholarship Judith A. Wrappe Scholarship Julia Dabney Taylor and 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 Kirk Davis AGC Scholarship L. A. Horn Memorial Scholarship Fund Larson Harman Endowed Scholarship Law Library Endowed 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 Loris Mayersohn Fullerton Endowed Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 4,800 10,000 0 13,500 1,100 3,400 0 7,500 5,000 1,000 0 0 2,400 0 0 0 1,200 0 2,000 0 0 0 18,000 0 1,000 750 0 1,000 0 4,350 1,700 0

4,700 10,000 0 8,000 0 3,000 1,400 7,500 2,500 0 0 1,000 2,000 0 849 0 0 1,800 0 0 250 0 18,000 11,887 1,000 1,000 0 0 4,000 0 1,700 0

132,421 232,149 20,466 269,919 32,234 88,904 38,461 201,673 72,930 29,597 8,656 174,941 54,514 149,387 118,392 21,565 16,278 24,992 265,237 23,339 8,274 6,792 496,408 328,651 24,695 25,329 5,993 26,143 41,452 69,148 47,023 48,035

137,603 242,338 23,906 288,081 33,626 92,533 41,567 211,201 79,012 33,079 12,377 175,993 57,626 193,247 126,079 23,970 17,869 25,979 272,857 35,193 8,671 13,595 520,803 329,436 25,519 27,001 6,683 27,554 42,467 75,143 49,187 48,862


Endowments 2013-2014

Project Description Permanent Endowments continued 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 Scholarship Mano/Boaz Scholarship Marguerite Flake Scholarship Fund Marie Wilson Howell Trust Marilynn Keys Endowed Scholarship Mark Hartmann Anthropology Student Fellowship Martha Couch Givens Award Martha Gaunt Bass Scholarship Martha Sawrie Stephenson Endowed Scholarship Martin Borchert Endowed Scholarship Mary and Daniel Littlefield Director’s Fund for the Sequoyah Center 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 Neyland Hester Endowed Scholarship Nuvell Financial Services Scholarship Oscar and Patricia Fendler Endowment for Advancement of Ethics & Professionalism Owen W. Parker, Sr. and Merrily Parker Endowed Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 5,000 0 0 1,200 8,000 1,900 3,000 1,600 6,062 0 500 0 0 0 1,500 1,000 0 800 4,000 0 1,000 0 0 3,000 0 0 1,700 2,000 0

4,000 600 1,500 1,000 5,633 1,700 1,500 1,500 3,990 28,067 0 1,510 0 2,000 2,250 500 16,120 800 6,000 800 1,000 0 70,000 4,700 0 4,000 1,700 2,200 2,000

74,833 16,814 138,518 31,063 97,842 50,248 104,414 40,031 150,001 4,505,402 13,866 39,208 454 22,517 40,541 21,631 314,990 24,944 121,056 18,826 60,885 15,641 1,347,149 74,864 5,849 150,650 45,095 62,487 35,777

81,611 18,110 172,700 32,685 110,096 52,193 108,567 41,894 158,673 5,144,242 13,871 39,829 1,064 26,907 41,918 23,109 329,234 26,411 126,042 19,725 62,457 18,636 1,431,484 78,333 7,519 158,500 46,888 64,847 38,202

0 7,500

0 0

122,095 916,728

141,349 938,388


Endowments 2013-2014

Project Description Permanent Endowments continued Patricia and John S. Bailey Family Endowed Scholarship Patricia P. and George E. Thompson Jr. Scholarship Paul and Susan Davis Scholarship Fund Paul M. Williams Memorial Endowed Scholarship Paul P. Cheatham Memorial Philip L. and Marietta T. Kehler Endowed Scholarship 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 Randi and Tim Hutchinson Endowed Law Scholarship 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 Ruby M. Duke Ancient History Award Rudolph S. and Margaretta B. Graham Endowed Scholarship Fund

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 2,000 3,000 5,000 8,000 0 1,000 0 2,000 0 1,000 0 1,700 0 2,500 1,500 3,559 2,000 0 0 1,000 3,600 1,400 0 0 2,400 0 0 0 125 3,000 0 1,100

1,500 3,000 2,500 5,000 0 1,000 0 2,000 1,439 500 1,400 0 0 2,000 1,000 5,700 4,000 200 0 1,000 1,000 1,350 10,530 15,000 1,650 0 1,033 0 250 2,000 0 2,400

52,373 80,555 69,745 130,913 2,934 31,772 57,276 61,798 28,555 21,200 39,343 18,200 25,981 39,506 28,058 128,569 190,383 6,572 1,939 86,645 165,210 38,584 183,403 258,932 110,234 341 30,899 11,433 6,316 32,224 5,558 62,268

54,794 91,759 75,936 140,542 5,245 33,044 69,096 64,479 35,444 22,572 42,487 20,325 26,220 43,674 29,482 132,129 197,190 7,151 2,088 88,679 171,552 40,404 236,871 273,844 113,051 750 33,895 12,650 6,853 35,314 5,761 64,604


Endowments 2013-2014

Project Description Permanent Endowments continued Ruth Agar Scholarship Ruth Lovett Booker Endowed Scholarship Salene and Maxwell Lyons Family Scholarship Fund Sam Laser Endowed Athletic Scholarship Sam Laser Endowed Law Scholarship Sam Raines Real Estate Chair Sandra Murphree Newell Endowed Scholarship 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 Stonewall Endowed Scholarship Student Bar Association Endowed Scholarship for Public Service Susan and David Belcher Endowed Travel Award Susan Philpott Memorial Ted and Betty Williams Charitable Trust Scholarship 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 Carl Ferris Construction Management Endowed Scholarship Thomas E. Steves, Sr. Memorial Alumni Endowment Thomas Erskine Downie Award Thomas Smith Compton, Jr. Memorial Library Fund for the Humanities Tim Massanelli Endowed Scholarship for Political Science Tom and Debbie Lynch Biology Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 0 2,000 0 2,400 1,600 0 1,019 0 4,900 0 0 2,500 4,800 0 0 1,000 2,000 1,000 0 2,400 2,400 1,000

0 2,000 2,600 3,700 1,600 0 1,000 0 2,000 1,300 0 2,400 14,400 20,634 0 1,000 2,000 1,500 1,354 0 0 950

14,360 33,123 53,226 62,515 41,912 144,073 30,662 27,981 73,668 83,426 11,134 36,037 742,590 1,497,866 693 19,671 20,490 34,006 16,227 27,999 70,204 54,514

20,860 35,141 57,281 65,486 43,608 234,225 32,247 35,935 79,318 86,121 11,763 37,335 778,469 1,603,072 1,210 20,185 22,962 35,379 17,775 30,414 73,394 57,998

0 0 0 500 500 0 0 750 500

0 942 0 0 0 600 0 300 0

17,031 29,564 23,904 18,536 19,419 7,081 46,121 24,736 24,414

21,959 38,670 31,334 19,505 20,117 7,461 64,772 25,873 25,473


Endowments 2013-2014

Project Description Permanent Endowments continued Tracy L. Thompson Endowed Scholarship Trebing UALR Graduate Assistantship Fund TreDay.com Scholarships Project Endowment Trial Advocacy Endowed Law Scholarship Trinity Endowment for Engineering Education UALR Cal Ledbetter Arkansas Legislative Institute UALR Law Alumni Scholarship Usable Life 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 Welspun Tubular LLC Scholarship Whitbeck-Beyer Insurance Chair Willard and Pat Walker Endowment for Nursing Scholarships Willard and Pat Walker Nursing Scholarships-BSN Completion William Andrew Treadway III Endowed Scholarship William C. Goolsby Endowed Scholarship in Real Estate William D. Lynch Endowed Scholarship William G. Cooper, Jr. Honors In English William H. Bowen Endowment William H. Bowen Minority Scholarship William H. McLean Fund William J. Clinton Professorship in Constitutional Law William K. Rutherford Freedom of Information Act End Mem Sch Wilma and Jack Diner Student Art Acquisitions and Awards Endowment Win Bruhl Faculty and Student Travel and Professional Development Windgate Foundation Scholarship Fund

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 1,200 0 1,000 0 0 0 1,600 800 1,000 1,000 1,500 0 0 0 0 0 70,000 26,000 4,950 2,700 764 46,650 0 0 1,000 0 850

600 0 750 0 208,402 0 1,600 0 2,000 1,200 2,200 4,345 0 0 0 24,585 50,000 18,000 750 0 1,200 68,100 25,306 0 2,500 8,000 400

56,174 39,486 25,597 31,973 6,622,105 366,015 46,707 18,472 39,682 26,384 35,898 46,332 45,740 348,836 26,658 464,659 2,111,628 1,234,379 38,481 27,198 15,113 1,987,620 1,804,076 279,543 64,301 232,747 17,610

62,779 46,113 26,743 34,036 7,385,571 401,673 48,507 20,412 43,081 27,731 37,610 68,764 53,472 432,137 27,904 494,217 2,160,856 1,345,921 45,543 30,357 15,878 2,183,413 2,338,412 419,821 70,270 237,670 18,449

375 0 15,500

1,900 0 15,000

39,668 15,635 545,519

41,262 20,797 571,003

2014-2015 Disbursements: Dollars offered to date for the 2014-2015 fiscal year. Spending Allocations: The amount distributed during the twelve month period ending June 30, 2014. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2014. Net Balance: Value of the endowment as of June 30, 2014.


Endowments 2013-2014 Project Description

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014

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. and Nadine Baum Endowment 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

0 0 0 0 0 0 0 0 0 0 51,092 0 0

31,413 4,200 16,519 24,461 0 0 0 0 500 4,400 39,833 0 0

0 255,351 448,605 1,074,739 57,309 67,667 795,986 5,066 1,044,343 254,450 1,690,666 86,280 91,891

11,054 276,934 448,605 1,099,673 89,066 78,076 1,030,819 5,880 1,113,276 261,179 1,824,016 93,800 116,247

2014-2015 Disbursements: Dollars offered to date for the 2014-2015 fiscal year. Spending Allocations: The amount distributed during the twelve month period ending June 30, 2014. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2014. Net Balance: Value of the endowment as of June 30, 2014.


Endowments 2013-2014

Project Description

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014

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 Al Allen Gallery Endowment American Subcontractors Assn of Central Arkansas Scholarship Bailey Endowment Biology Department Endowed Scholarship Chip and Cindy Murphy Endowed Scholarship and Program Fund College of Science and Mathematics Student Travel Fund Endowment David and Lucille Chandler Endowed Scholarship Dr. Rhonda S. Lewis Memorial Scholarship Dr. Virginia Pitts Rembert Endowed Award Education Administrators Preparation Scholarship Endowment Ernest and Tommy Howell Endowment First Year Merit Scholarship in Information Science G. Thomas Eisele Endowment Gregory Glen Eley Memorial Endowed Scholarship Jennifer L. Boccarossa Endowed Scholarship Judges Rita and Wayne Gruber Book Award Katherine and Ryan Palludan Memorial Endowed Scholarship Kathryn Ramsey English Award Lou Caudell Scholarship Mexican Studies Endowed Scholarship Monterrey and Tellez Endowed Book Award N.P. Alessi Family Memorial Scholarship Patricia Guardado Memorial Scholarship Paula J. Casey Endowed Trial Competition Scholarship

0 0 0 0 0

0 0 0 0 0

12,807 911 11,255 11,115 3,234

12,807 911 11,255 11,115 3,234

0

0

15,115

15,115

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

4,219 5,969 2,929 2,314 3,063 2,337 9,911 15,218 3,315 13,933 2,618 5,570 3,338 9,210 9,531 1,066 6,585 5,626 30,404

4,219 5,969 2,929 2,314 3,063 2,337 9,911 15,218 3,315 13,933 2,618 5,570 3,338 9,210 9,531 1,066 6,585 5,626 30,404


Endowments 2013-2014

Project Description Future Endowments continued Raye J. Montague Endowed Scholarship Rhetoric and Writing Graduate Professional Development Endowment Robert Mitchell MIS Endowed Scholarship Roy and Christine Sturgis Charitable Trust Nanotechnology Chair School of Social Work BSW Scholarship

Report for the 12 Months Ending June 30, 2014 2014-2015 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2014 6/30/2014 6/30/2014 0

0

5,370

5,370

0 0

0 0

4,910 9,710

4,910 9,710

0 0

0 0

798,631 38,258

798,631 38,258

2014-2015 Disbursements: Dollars offered to date for the 2014-2015 fiscal year. Spending Allocations: The amount distributed during the twelve month period ending June 30, 2014. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2014. Net Balance: Value of the endowment as of June 30, 2014.


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