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Annual Report of the UALR Foundation 2012-2013

}YOU Provide Opportunities University of Arkansas at Little Rock


“Like all gifts to the UALR Foundation, endowed funds are essential to our ability to attract talented students, hire and retain extraordinary faculty and continue to provide cutting-edge programs grounded in a history of academic excellence. “ — John Dominick, Chair UALR Foundation Fund Board

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

}Foundation Fund Board of Directors} John A. Dominick, Jr., Chair Christine Bailey Sharon S. Bailey ’01 Tjuana Byrd ’96 Ashley E. Carper ’91 Sheila Castin ’89 Donna Cone ’77 Scott Copas Dr. Joe Crow ’62 Troy Duke ’03 J. Bradford Eichler ’91

Joseph C. Fox ’02 Jay C. Hartman ’99 Bryan E. Hosto ’85, ’88 Delena C. Hurst Edmond G. Hurst ’93 Kevin Lamb E. Fletcher Lord, Jr. ’67 Jane McKinney ’70 Cristina S. Monterrey ’06 J. Don Overton ’05, ’06 Wade Partridge

Mark Pollack ’88 David J. Rainwater ’87 Bill Roehrenbeck ’92 Martha Ann Sawrie Stephenson ’72, ’78 Jay T. Taylor ’94 Sam Walls, Jr. ’69 Rebecca Ward ’79 Jay K. White ’92 Michael A. Williams, Sr. Jane M. Yocum

} Alumni Board of Directors} Rebecca Ward ’79, Chair Anthony W. Black ’08 Stephanie Caruthers ’90 John Crawford ’65 Ginger Daril ’90 Thomas Dickinson ’07 Tamika S. Edwards ’05 April M. Findlay ’93

Sean Glancy ’80 Malcolm Glover ’07, ’11 Rev. Carol Grace ’90 Mark Leggett ’91 G. G. Millard ’95 Paul Nolte ’67 Don Riggin ’62 Holly Rose ’94

Frank Scott ’09 Nancy A. Secen ’01 Renee R. Shapiro ’92 Eileen Sotomora ’90 Angela E. Thomas ’04 Troy Wells ’97 Helaine R. Williams ’00 Judge Herb Wright ’86


Message from the Vice Chancellor for Advancement Dear UALR friends and family, Thomas J. Watson Jr., the iconic American businessman and philanthropist, wisely noted that when a business decides success has been attained, all progress stops. What an appropriate message at an appropriate time of year at the University of Arkansas at Little Rock! Although we have had many prior successes, it would be unwise to believe our best days are behind us. Instead, we progress onward. We enthusiastically embrace the change that is coming even as we hold fast to longstanding and valued traditions that make a college campus so great. Students surround us as the haze of summer has finally given way to crisper, cooler air and an abundance of autumn color. New classes, new friends, new faculty … campus life can be summed up in one word: Change! Under the leadership of Chancellor Joel E. Anderson, UALR continues to undergo changes in its administrative structure. The Office of Development, for example, has merged with the Office of Alumni Affairs this year. We believe this change has already harvested a more efficient operation and increased productivity. In addition, a new digital system enables us to much more accurately track foundation account expenditures and save the campus time, paper, and money. This year also saw another change — the establishment of several new scholarships to help those who need and deserve a great education without going heavily into debt to get it. This includes an $800,000 donation to the Alumni Association, the largest gift ever received by the association. The Owen W. Parker Sr. and Merrily Parker Endowed Scholarship will provide for any education-related expense and will make a huge impact on our ability to attract and retain the most promising students at UALR. We are fortunate to work for a higher education institution and a leader who recognizes that, for all our successes, we can’t afford to rest on our laurels. More work lies ahead, but with that hard work comes much progress and positive change. And with that progress and change, comes the power to transform lives. To make a gift that changes lives, please call us. Thank you, as always, for your support of UALR. Bob G. Denman

Office of Alumni and Development Staff Vice Chancellor for Advancement Bob Denman Associate Vice Chancellor for Alumni and Development Christian O’Neal Senior Director of Development Anne Taylor Mourning Senior Research Associate Cathy Dicus Director of Corporate and Foundation Relations Laurie Ann Ross Directors of Development Angela Elizandro Howard Walker

Unit Directors Andrea Angel, College of Business Wanda Hoover, Bowen School of Law Mary Waldo, Public Radio Leah Thorvilson, Athletics Planned Giving Mary Boaz, Director Peggy Mitchell-Ferris, Officer Annual Giving Manager Sarah Lindsey Harrison Alumni Membership Coordinator Derek Boyce Director of Compliance and Donor Relations Laura Wentz

Accounting Dara Goad, Manager Chris Hamilton, Accountant Clayton Andrews, Accounting Assistant Information Services Grayson Shelton, Manager Sarah Travis, Analyst Bailey Center Manager Linda Martin Executive Support Staff Janette Prior, Administrative Analyst Dierdre Whitfield, Administrative Specialist ualr.edu/development 501.569.3194


My Opportunities

} “It’s very important,” she said. “It helps bring in business. If the Little Rock Chamber of Commerce shows there are options for quality higher education, it helps grow our city.” In addition, Carney’s daughter, Julann, graduated with a master’s degree in public administration from UALR, and stepson, Cy Carney, is a former city manager.

Betta Carney

Anna Beth White

Generosity

advances career and central Arkansas

Betta Carney is so serious about the benefits of higher education to this area that she served on UALR’s Board of Visitors for 19 years. “I have been able to see all the changes that have occurred under the leadership of Dr. Anderson and others, and it has been absolutely wonderful,” she said. “I am so proud of what they have done. To take the school — almost from the status of a junior college to the status it has achieved now — it has been a wonderful thing for this city and the state.” Not only has Carney left a legacy in the number of hours she has donated to the university, she and her late husband also agreed to establish the Betta and Cy Carney Scholarship several years ago. The scholarship is awarded to a graduate student pursuing a degree in public administration. Carney said she and her husband agreed to establish the scholarship, not for recognition, but to boost the central Arkansas business community.

UALR’s growing MPA program, which is accredited by the National Association of Schools of Public Affairs and Administration, provides students with an understanding of public policy issues needed for management and policy positions in various levels of government and the nonprofit sector.

Anna Beth White, 31, is the latest recipient of the scholarship. She earned a Bachelor of Arts degree in political science in 2004 and currently works for a nonprofit agency. She said she hopes the advanced degree will enable her to be a resource and advocate for her agency’s mission. “But I’m aware that the degree will also enable me to explore other career opportunities, perhaps in the public sector,” White said. “And there may be a time when I need to pursue other career opportunities so I can continue to be a resource for the program that I care so deeply about.” Scholarship winners are chosen by MPA faculty at UALR. White was notified by one of her professors toward the end of the 2013 spring semester. “I was completely humbled by the recognition and profoundly grateful for the support,” she said. “Because of the nature of this scholarship, being recognized by the faculty for my efforts, the difference has been an affirmation that this is where I needed to be.” White said she was concerned that she would not be able to manage a career and school, but her scholarship financially eased that burden. It also reinforced in her the commitment to finish the program with confidence in her abilities. “Today I know that I am able to not only manage, but excel, in both my personal pursuits and career demands,” she said. To her scholarship donors, she added, “Thank you for your contribution. Not only does it speak highly of a program that is truly investing in its students, but it gives recipients the encouragement needed to persevere.”


The following playwrights have visited the UALR campus to inspire the next generation of writers through the endowed fund:

The prodigious work produced by writer Kerry Lee Kennedy — whose contributions were cut short following her untimely death from cancer at age 56 — left a legacy that extends from the East Coast to the West and has come full circle back to Arkansas.

• Sheila Callaghan, recipient of the prestigious Whiting Award, who was profiled by Marie Claire as one of “18 Successful Women Who Are Changing the World.”

In the scripts she wrote, Kennedy always revealed a bit about herself as a small-town southern girl who pursued her dreams and lived life to the fullest. Today the dreams she left behind are being fulfilled through the Kerry Kennedy Aspiring Playwright Endowed Fund, established to benefit students of the Department of Theatre Arts and Dance at UALR. The fund was created in 2006 to honor Kennedy’s life and work. It provides assistance in the development of playwriting opportunities among UALR students. Kennedy, an alum of both UALR and Yale University, used her intelligence and wit to convey the human condition and earned accolades from New York to Hollywood in the process.

• Jack Heifner, best known for his play “Vanities” that ran for five years in New York and became one of the longest running plays in off-Broadway history. Kerry Lee Kennedy

Alum’s legacy inspires next generation of

writers

In the made-for-television drama “Baby,” released in 2000, Kennedy received attention from her professional peers and was nominated for an award by the Writer’s Guild of America. A few years earlier, she had written the teleplay “Hope,” loosely based on her own experience as an aspiring dancer who dreams of success in the big city. In fact, Kennedy began her professional career as a dancer. Upon graduation from UALR, she had moved to Dallas where she was cast in the original tour of “A Chorus Line.” She toured nationally, eventually settling in New York City to pursue a career in playwriting before moving to Los Angeles. Three times since the Kennedy fund was established, visiting guest artists-playwrights with national reputations have mentored neophyte playwright students at UALR.

• Madeleine George, a former resident playwright at New Dramatist, who has taught writing at New York University and also at Bard College, Barnard College, SUNY Purchase, and the University of Rochester. These visits were attached to Fringe Festival efforts where students were invited to submit 10-minute plays, some of which were chosen for production. Many of the submitted plays were from non-majors all over the university.

“Each of the chosen plays was produced entirely by students, with the visiting artists providing professional feedback,” said Department of Theatre Arts and Dance Chair Jay Raphael. Augmented with departmental funds, Channel 62 was hired to film and broadcast live interviews with each playwright. According to Raphael, these initiatives were only possible because of the Kennedy fund. “To witness artists from all walks of life come to UALR to engage and instruct our students is a testament to Kerry Kennedy’s enduring spirit,” said Raphael. “Through her writing, she gave the gift of herself. Today, the endowed fund named for her provides the gift of education.”


Although Boaz handles many planned gifts through her job, handling details of this scholarship was even more personal than usual. She is the daughter of the late Cecil Boaz. “Since I graduated from and worked at UALR and both Mrs. Mano and their son, Randy, attended UALR, a scholarship seemed logical,” said Boaz. “My dad and Mr. Mano met at our church back in the late 1960s. They ‘double dated’ with their wives, spent many hours on the golf course, and ended up having a deep and abiding friendship for over 40 years,” she said. Polly & Leonard Mano

Although Mano was a CPA, the scholarship was established to honor the work of Cecil Boaz, an electrical engineer.

“Dad worked for the telephone company for 40-plus years except for the year and a half he was on loan to Western Electric and the NASA space program, where he worked on the tracking system for Project Mercury, the first manned-space flight,” said Mary Boaz. Evan Schrodel

Honoring a friendship to help a student pursue an career

engineering

It is perhaps not uncommon for a student to benefit from a scholarship without fully comprehending the compelling history behind its establishment. The Mano/Boaz Scholarship at UALR is one such planned gift with a rich and compelling history. The 40-year relationship leading up to its establishment makes it abundantly evident that a person can give a gift, but a friendship can leave a legacy.

On a winter day near Christmas 2006, at a family gathering for lunch, Mano delivered a powerful speech about friendship, family, and what it meant to him to have the friendship of Cecil Boaz, a man he held in highest regard. The latest beneficiary is Evan Schrodel, a nontraditional student who returned to school following the closing of Hawker Beechcraft in Little Rock. Schrodel, who carries a 4.0 grade point average, said UALR is “an amazing school to attend” and added that the systems engineering program is “quite challenging.” “I treat school as my new job,” he wrote, in a personal note of thanks to Mano earlier this year. “(The scholarship) is bringing me ever closer to fulfilling a personal life goal with more ease.”

Created in 2006, it benefits students of the Department of Systems Engineering in the George W. Donaghey College of Engineering and Information Technology at UALR.

“Dad and Mr. Mano both believed in generosity and compassion and helping others have a chance at a better life … it really was the perfect gift,” said Mary Boaz.

When Cecil Boaz was first diagnosed with dementia, Leonard Mano wanted to honor his long-time friend by establishing a scholarship.

“This isn’t just money that is distributed, it is a gift that carries with it a friendship and the dreams of two wonderful men who worked their whole lives to create something lasting,” she concluded.

Both men were World War II veterans and the first in their families to receive a college education, according to Mary Boaz, director of planned giving for UALR’s Office of Alumni and Development.


art

Extending the gifts of

Taylor Nolley

Taylor Nolley, 21, of Little Rock is a student who views the world through an artistic lens. “There’s art in almost everything,” she explains. “A world without art would certainly be dull, but how we define what art is can also be so interesting. I do think our world would not be as fun or interesting without it.” Nolley, a studio art major at UALR, credits the Cindy Conger Endowed Visual Art Award for helping her pursue her passion. She is the first student to receive the award. Established to provide art majors needing assistance with art supplies, preference is given to a junior or senior, with academic and financial need strongly considered. To receive the award, Nolley submitted a portfolio with paintings, figure drawings, and threedimensional pieces. “I do a little bit of everything. There is not one particular medium I am drawn to,” she said. However, Nolley admits to being influenced by her late father, who was an exhibit director for a museum and enjoyed making three-dimensional pieces. She sees herself pursuing a degree in sculpture and possibly minoring in set design to prepare for theater or film work upon graduation. In fact, her work could be seen in the recent set design of “The Waiting Room,” produced by the Department of Theatre and Dance at UALR. Nolley expressed her gratitude for the award, since all her college and living expenses have been supported

by her father’s life insurance plan and part-time work at a local restaurant. “I’m glad I had dad’s Cindy Conger insurance, but this scholarship makes me feel like what I’ve done is interesting and worth something to someone else besides me,” she said. “It is definitely people like Cindy Conger who make doing art that much more worthwhile,” Nolley said. “Knowing people give their hard-earned money so that people like me can do what we love to do ... I want her to know that it is much appreciated.” In addition to the endowed scholarship for visual arts, Conger has also generously supported the Trojan athletic program, faculty development, and general education scholarships. Never one to feel that writing checks is enough, Conger has served on the UALR Foundation Fund Board of Directors, giving her time as a member of the Scholarship Committee and in other areas. She is also a UALR designated representative on the University of Arkansas Foundation Inc. Board of Directors, where she serves on the Audit Committee. “Cindy is passionate about helping others plan for their best life and accomplish their goal of completing a college education,” said Vice Chancellor for Advancement Bob Denman. “Her enthusiastic support through the years has left a lasting legacy.”


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

Corpus Balance 6/30/2013

Net Balance 6/30/2013

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 1,000 2,250 22,362 24,117 Alcoa Faculty Development Fund 0 0 50,314 67,118 Alfred and Margaret Wilhelm Endowed Engineering Scholarship 1,200 1,200 29,905 31,923 Alfred L. Williams Endowed Alumni Scholarship 750 0 19,865 21,656 Alma K. Dougherty Award for Excellence 800 400 19,124 24,423 Altheimer Distinguished Professor 0 0 250,536 354,975 Alumni Merit Scholarship 21,000 22,000 382,706 422,073 American Society of Professional Estimators 1,500 750 29,423 31,425 Andrew C. Mitchell Scholarship 0 600 27,760 29,508 Anna & George Kuck Award 0 2,000 6,906 7,253 Anna Margaret Butler Endowment 2,800 4,400 94,062 96,001 Anne Russ Endowment 0 200 5,434 5,532 Annie Jones Jolly Educational Fund 5,000 0 61,381 69,204 Annie L. Harrison Scholarship 4,000 4,000 84,892 89,773 Arkansas Broadcasters Association Endowed Scholarship 6,127 0 53,243 53,588 Arkansas Contractors License Board 29,000 0 110,629 139,381 Arkansas Life Underwriters Trust Fund Scholarship 500 1,000 14,103 15,260 Arnold Lecture Endowment 0 0 13,194 16,628 Asa Jean Woolfolk Scholarship 0 1,500 33,255 34,760 Associated General Contractors Scholarship 0 1,800 14,206 14,755 B. A. Hardy Memorial Endowment Fund 1,000 0 26,459 29,122 Balsley-Whitmore Award 6,875 18,626 90,152 116,112 Bell and Company Endowed Law Scholarship 2,500 4,000 62,658 65,472 Ben Core Arkansas Association of Defense Counsel Scholarship 825 850 21,077 21,943 Ben J. Altheimer Endowment 0 16,380 219,870 280,410 Ben J. Altheimer Moot Court Competition Fund 0 0 46,404 72,064 Bernard Whetstone Endowment 0 0 69,323 142,227 Bernice and Curtis Harris Scholarship 4,000 4,800 99,706 103,708 Bernice Robinson Webb Memorial Scholarship 0 500 27,424 29,346 Bessie Moore Early Childhood Education Scholarship 1,300 1,500 27,752 29,394 Beth & Earl Richard Endowed Scholarship 2,689 0 14,558 20,734 Beth Butler Eaton Endowed Scholarship 0 0 75,383 79,034 Betty Jo Stephens Women’s Athletic Fund 1,650 2,500 23,525 25,410 2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 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 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 Contractors Licensing Board Scholarship

Corpus Balance 6/30/2013

Net Balance 6/30/2013

8,500

13,000

127,833

142,066

3,500 0 1,200

3,000 500 6,500

95,696 33,708 58,371

100,710 33,795 64,672

1,600 9,900

2,000 9,000

42,436 318,517

44,519 332,449

1,250 1,000 33,578 35,035 0 800 23,811 24,968 0 0 16,257 16,569 2,000 3,000 27,202 29,385 0 0 366,813 621,098 0 1,000 27,048 28,287 0 1,500 39,530 40,511 0 12,142 266,189 294,075 0 0 16,594 16,594 0 0 135,599 165,830 0 29,950 733,151 848,680 2,750 0 16,250 19,699 800 900 20,852 21,702 0 0 8,647 9,453 40,923 21,325 728,670 775,827 1,000

0

61,144

71,985

1,200 900

1,200 1,200

30,794 21,548

32,383 22,671

1,600 0 1,100

0 0 0

21,603 17,207 6,699

24,265 18,353 7,950

1,000 0

0 0

14,430 18,195

15,813 21,794

0 3,110 255,316 298,957 0 0

0 30,025 38,178 0 46,667 61,910

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 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 David and Donna Cone Endowed Scholarship and Program Fund 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. Nancy J. Harm Memorial Scholarship Dr. Robert B. Clarke Endowed Scholarship Fund

1,000 6,000

0 9,000

Corpus Balance 6/30/2013

113,125 82,663

Net Balance 6/30/2013

131,510 88,435

0 0 17,614 19,146 2,000 5,162 67,194 82,688 0 0 41,569 42,856 0 300 5,162 5,238 0 0 28,504 31,876 1,000 0 7,640 8,870 0 0 11,571 14,036 0 0 20,854 21,007 750 600 17,958 18,765 1,100 1,200 27,712 28,902 1,600

1,500

40,953

42,661

1,000 0 0

1,000 0 3,000

25,210 25,210 20,832

26,273 31,395 24,818

0

0

6,123

6,820

3,000 2,000 59,156 62,981 9,800 4,500 126,820 137,961 0 0 2,847,946 3,151,405 0

0

16,499

16,657

1,000

1,000

21,851

23,397

1,000 1,020 30,750 32,092 0 3,400 16,894 21,428 0 1,000 15,060 16,027 1,000 1,000 8,500 9,507 0

0

255,752

266,840

0 8,000

0 8,800

55,426 221,953

57,920 230,768

1,000

0 104,611 105,647

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

Dr. Rose A. Berry Endowed Scholarship Dr. Thea Spatz Endowed Award Dr. Tom and Debbie Lynch Endowed Scholarship Dwane F. Treat Endowed Scholarship 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 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 & 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 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 Gov. Carl E. Bailey Scholarship Fund Governor Orval E. Faubus Scholarship Governor Sidney McMath Law Scholarship Fund

1,500 0

2,000 250

0 0

Corpus Balance 6/30/2013

38,603 9,885

Net Balance 6/30/2013

40,575 11,274

0 17,662 17,939 0 43,316 43,601

750 0 0

1,500 0 0

26,373 115,172 19,577

28,730 126,527 21,825

0 0 950 0 750 0 5,000 9,200 2,000 0 2,900 18,000 3,326 0

2,000 2,000 950 36,133 0 0 0 0 2,000 1,000 0 0 0 0

24,543 57,346 25,218 1,231,226 32,827 48,732 48,732 97,465 50,416 14,358 28,863 109,537 148,657 1,593

26,814 69,849 27,400 1,412,626 33,895 54,586 54,586 105,097 53,391 15,289 31,980 150,041 153,527 3,689

1,500

0

40,505

50,607

0 0

200 0

9,022 55,221

10,310 113,753

500 250 13,094 13,870 0 8,000 200,859 209,170 0 32,409 700,236 946,271 6,000 2,000 111,070 132,652 0 0 17,010 17,792 0 0 62,534 82,494 640 700 15,937 16,739 0 0 28,318 28,318 0 0 7,254 13,201 1,000 1,000 22,687 24,699 2,000 500 12,578 15,244 1,000

650

31,488

33,865

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 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 Hugh F. Oates Scholarship Fund Ike Murry Memorial Scholarship Insurance Women Little Rock Scholarship 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 H. Penick Memorial Fund James R. Garison Endowed Book Fund James Taylor Memorial Scholarship James W. Spears Endowed Scholarship Jane Kittle and Vaughan Dabney Scholarship Fund

Corpus Balance 6/30/2013

Net Balance 6/30/2013

2,100

1,700

49,900

52,133

250 1,700

300 2,000

9,044 42,592

9,343 44,315

0 1,000 2,500

6,788 0 7,500

99,905 12,396 92,816

102,835 15,006 98,985

2,454 5,000

3,431 2,500

47,616 181,100

50,287 204,122

2,000 0 0 0 800

1,000 1,500 2,752 9,836 0

29,126 43,018 106 175,506 18,564

33,260 43,781 2,643 219,465 20,062

2,000 500 26,148 27,405 1,100

0

30,069

33,240

1,600

1,600

30,216

33,343

3,000 1,000 1,500 0

0 2,500 3,000 1,000

0 28,882 33,592 18,354

89,375 29,948 39,877 18,973

0 4,000 86,155 90,901 2,700 0 106,223 109,998 1,275 1,100 31,067 32,403 950 950 24,072 25,056 0

0

31,537

32,665

750 1,500 42,903 47,493 4,500 6,000 102,645 107,357 0 0 6,327 7,106 600 600 19,182 19,929 1,200 1,300 30,830 32,105 0 0 62,119 62,634 2,500

2,500

55,862

61,253

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

Jeffrey C. Ledbetter Endowed Scholarship Jenkins, Byler, and Roller Family Endowed Fund for Campus Beautification Jerol Garrison Endowed Journalism Scholarship 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 George Howard Jr. Memorial 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 Kirk Davis AGC Scholarship L. A. Horn Memorial Scholarship Fund Larson Harman Endowed Scholarship Law Library Endowed Leah Katayama Wilkins Endowed Award

Corpus Balance 6/30/2013

Net Balance 6/30/2013

2,100

2,000

48,062

50,652

0

0

110,397

120,594

1,000

0 19,399 19,527

4,500 1,200

3,500 0

123,973 15,945

129,742 17,367

35,000 250 1,500 2,000 0

40,017 0 3,000 1,000 46,162

985,383 10,744 45,619 27,154 1,166,188

1,020,972 11,127 48,495 31,170 1,499,914

1,500 500 750 0 10,000 0 8,000

1,500 500 0 4,500 4,000 0 13,000

73,797 19,937 22,577 119,528 205,842 18,489 243,469

82,109 24,460 26,032 124,536 217,589 21,125 259,656

0 0 27,231 27,484 3,000 3,000 80,248 83,610 1,400 1,300 34,745 37,741 7,500 7,000 174,499 184,315 2,500 0 0

2,500 1,000

65,829 26,714

71,700 29,095

0 7,813 11,185

1,000 1,400 15,801 17,166 2,000 2,000 49,206 52,305 0 0 134,841 172,873 849

3,057

106,864

111,047

0 0 1,800 0 0 250

0 1,250 1,000 0 127 250

18,528 14,693 22,576 219,268 21,067 7,468

20,159 15,681 24,383 219,268 31,959 7,812

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 Howell Trust Mark Hartmann Anthropology Student Fellowship Martha Couch Givens Award Martha Gaunt Bass Scholarship Martha Sawrie Stephenson Endowed Scholarship Martin Borchert Endowed Scholarship Mary & 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

0

0

Corpus Balance 6/30/2013

6,136

Net Balance 6/30/2013

12,672

24,000 20,625 445,285 469,434 0 28,587 296,650 297,318 1,000 2,000 22,290 23,207 1,000 1,000 21,805 23,563 0

0

5,410

5,877

300 2,300 21,771 22,273 4,000 4,000 37,416 40,896 0 3,000 62,415 65,857 0 1,600 42,444 44,574 2,500 2,000 67,547 75,523 600 775 15,189 16,425 0 3,628 125,133 155,379 1,000 1,400 28,038 29,518 5,632

4,859

88,315

102,288

1,700

2,200

45,355

47,155

1,500 1,500 79,948 82,199 1,500 1,500 36,108 37,997 5,700 6,000 135,396 142,534 0 59,173 4,069,520 4,560,142 0 2,000 35,268 35,636 0 0 410 1,002 0 0 20,112 25,639 2,250 1,500 33,788 36,033 500 1,750 19,525 20,704 2,524 800 6,000

25,901 400 3,000

233,922 22,059 109,269

251,244 23,422 115,790

800 2,000 16,993 17,998 1,000 0 46,060 55,874 0 0 14,118 16,519 70,000 51,174 1,151,932 1,328,392 4,700

6,000

67,575

72,971

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 & 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 and Susan Davis Scholarship Fund Paul M. Williams Memorial Endowed Scholarship Paul P. Cheatham Memorial Philip L. and Marietta T. 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 R. D. 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

0

0

Corpus Balance 6/30/2013

5,280

Net Balance 6/30/2013

6,722

4,000 0 134,923 141,266 1,100 1,100 40,704 42,540 2,200 2,400 56,356 58,623 2,000 1,500 32,293 35,388 0

0

109,966

124,634

1,500 2,200 47,274 49,269 3,000 0 72,566 78,788 2,500 5,000 62,953 69,047 5,000 8,000 118,166 127,937 0 0 2,650 4,846 0 500 28,332 29,449 0 0 14,436 25,319 0 2,000 0

0 1,000 651

51,649 55,781 25,737

61,286 58,191 33,005

500 1,500 19,136 20,226 1,400 1,400 35,541 38,541 0 750 16,428 17,875 2,000 1,000 35,659 40,345 1,000 500 25,326 26,715 5,700 4,622 116,051 120,602 4,000 7,000 100,750 106,718 0 0 1,000 1,000 1,350 10,530 15,000 1,100 0 1,033

200 0 250 1,000 1,400 10,564 10,950 3,000 0 1,151

0

5,932 1,751 67,797 120,881 34,828 165,546 233,913 104,369 308 27,890

6,466 1,803 78,752 146,225 36,577 222,322 253,661 106,624 704 30,768

0 10,320 11,112

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

Roslyn L. Knutson English Award Roy Mitchell Scholarship Ruby M. Duke Ancient History Award 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 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 Stanphill 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 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 The UALR Monograph Series Thomas Carl Ferris Construction Management Endowed Scholarship Thomas E. Steves Sr. Memorial Alumni Endowment Thomas Erskine Downie Award

Corpus Balance 6/30/2013

Net Balance 6/30/2013

250 2,000 0

0 1,000 0

5,701 29,086 5,017

6,254 32,967 5,017

2,400 0 2,000

2,000 6,500 2,000

55,027 12,431 29,898

57,506 18,931 32,685

2,600 950 46,924 51,566 3,700 700 56,428 60,784 1,600 1,500 37,831 39,589 0 0 130,152 214,648 1,000 1,500 27,676 29,134 0 0 24,778 31,656 2,000 1,000 66,495 71,416 0 2,000 75,303 76,245 0 0 7,800 15,600

0 2,500 5,900 33,400

8,909 31,096 129,176 670,285

9,179 33,497 139,304 693,289

1,905 0 500

3,514 0 1,000

1,216,722 626 16,703

1,280,560 1,116 17,518

1,500 0 0

1,000 0 3,000

30,695 14,647 25,273

32,316 16,935 26,654

0 0 63,368 63,996 1,900 1,900 49,206 51,633 0

0

15,373

19,637

942 0 0

0 0 3,164

26,686 21,577 0

35,571 28,070 23,069

0

0

16,008

16,317

0 0 17,521 17,521 0 600 6,392 7,106

2013-2014 Disbursements: Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

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 Scholarship 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 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 Scholar-Minority William H. McLean Fund William J. Clinton Professorship in Constitutional Law William K. Rutherford Freedom of Information Act Endowed Memorial Scholarship Wilma and Jack Diner Student Art Acquisitions and Awards Endowment Windgate Foundation Scholarship Fund

Corpus Balance 6/30/2013

Net Balance 6/30/2013

0

0

41,630

58,430

300 1,200 0 750 0 99,990

1,500 1,000 0 1,000 0 103,541

21,910 50,704 35,641 23,105 28,683 5,977,326

22,453 55,814 40,778 24,060 28,683 6,701,228

0 963 328,175 350,324 1,600 1,200 41,202 42,912 0

500

16,674

17,928

2,000 1,000 35,818 39,735 1,200 1,500 23,815 25,389 2,200 4,000 32,163 34,752 4,345 0 41,821 66,685 0 0 41,287 47,292

0 0 314,870 384,756 0 6,215 419,761 455,665

54,000

56,000

1,401,655

1,428,894

18,000

16,000

1,114,190

1,197,951

750 1,000 24,356 30,976 0 1,200 44,200 4,768 0 3,000

750 0 52,517 24,529 0 2,000

24,550 13,641 1,698,520 1,628,417 252,325 58,040

26,697 15,044 1,990,563 2,117,345 381,109 64,111

0

4,000

210,085

214,478

400

1,000

15,896

16,488

1,600 15,000

3,150 17,600

35,519 492,403

37,554 512,839

2013-2014 Disbursements Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Endowments 2012-2013

Report for the 12 Months Ending June 30, 2013

Project Description 2013-2014 Spending Disbursements Allocations 6/30/2013

Corpus Balance 6/30/2013

Net Balance 6/30/2013

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 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

16

0 15,670

5,419 18,205

229,535 413,007

245,885 413,007

0 28,820 966,274 976,519 0 0 51,729 81,099 0 0 57,115 67,418 0 0 718,262 922,036 0 1,100 4,576 5,192 0 25,746 929,441 981,562 0 8,000 229,674 231,518 27,635 153,368 1,526,049 1,636,614 0 2,000 77,879 82,213 0 0 82,944 103,741

2013-2014 Disbursements Dollars offered to date for the 2013-2014 fiscal year. Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


Project Description Spending Allocations 6/30/2013

Corpus Balance 6/30/2013

Net Balance 6/30/2013

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 11,121 11,121 Al Allen Gallery Endowment 0 791 791 American Subcontractors Association of Central Arkansas Scholarship 0 5,148 5,148 Bailey Schlumberger Award 0 9,248 9,248 Billy & Betty Brumbelow Endowed Scholarship 0 12,982 12,982 Biology Department Endowed Scholarship 0 2,808 2,808 Chip and Cindy Murphy Endowed Scholarship and Program Fund 0 13,126 13,126 College of Science and Mathematics Student Travel Fund Endowment 0 3,664 3,664 David and Lucille Chandler Endowed Scholarship 0 4,831 4,831 David O. Dillinger Endowed Scholarship 1,000* 11,346 11,346 Dr. Rhonda S. Lewis Memorial Scholarship 0 2,544 2,544 Dr. T. Harri Baker Memorial Scholarship 0 4,187 4,187 Dr. Virginia Pitts Rembert Endowed Award 0 2,010 2,010 Education Administrators Preparation Scholarship Endowment 0 2,660 2,660 Ernest and Tommy Howell Endowment 0 2,029 2,029 First Year Merit Scholarship in Information Science 0 7,201 7,201 Gregory Glen Eley Memorial Endowed Scholarship 0 2,879 2,879 Jesse Mason and Gail Reede Jones, MD Endowed Scholarship 0 7,924 7,924 Kathryn Ramsey English Award 0 2,899 2,899 Lou Caudell Scholarship 0 7,998 7,998 Marilynn Keys Endowed Scholarship 0 10,376 10,376 Mexican Studies Endowed Scholarship 0 6,910 6,910 N. P. Alessi Family Memorial Scholarship 0 5,719 5,719 Patricia Guardado Memorial Scholarship 0 3,992 3,992 Rhetoric and Writing Graduate Professional Development Endowment 0 4,264 4,264 Robert C. Hope Endowed Scholarship in Rehabilitation Counseling 0 2,906 2,906 Robert Mitchell MIS Endowed Scholarship 0 7,601 7,601 Roy & Christine Sturgis Charitable Trust Nanotechnology Chair 0 498,161 498,161 School of Social Work BSW Scholarship 0 8,109 8,109 Traylor Endowed Fund 0 1,626 1,626 Spending allocations: The amount distributed during the twelve month period ending June 30, 2013. *In some cases the donor can supply funds for immediate use prior to the account reaching endowment level. Corpus Balance: Value of the interest bearing portion of an endowed account as of 6/30/2013. Net balance: Value of the endowment as of 6/30/2013.


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2012-2013 UALR Endowment Report