Skip to main content

FY 15 Endowment Report

Page 1

2014-2015 Annual Report of the UALR Foundation

University of Arkansas at Little Rock


Endowments 2014-2015

Project Description

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015

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 American Subcontractors Assn of Central Arkansas Scholarship 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 Endowment Ben J. Altheimer Moot Court Competition Fund Bernard Whetstone Endowment

486 0 900 750 1,000 0 10,000 500 0 0 0 0 0 2,120 1,500 2,300 1,000 0 0 0 500 0 0 0 0 600 0 0 0

755 80 1,200 1,500 3,250 12,714 10,000 2,000 0 1,000 0 3,800 200 3,322 3,000 4,600 0 1,000 0 1,000 0 1,400 7,100 2,500 0 0 1,296 0 0

24,968 55,403 32,930 22,088 21,352 275,880 511,242 32,938 16,444 30,568 7,604 103,577 5,984 68,533 93,479 53,766 121,820 15,530 14,528 36,618 15,643 29,542 99,271 85,167 23,209 5,561 242,112 51,098 76,335

26,959 76,638 35,058 23,301 24,304 390,471 558,344 34,692 16,748 31,937 8,532 106,713 6,135 74,000 98,449 56,501 160,329 16,374 19,126 39,916 17,384 31,361 104,978 88,723 25,008 6,131 305,648 81,117 156,428


Endowments 2014-2015

Project Description Permanent Endowments continued Bernice and Curtis Harris Scholarship Bernice Robinson Webb Memorial Scholarship 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 C. Michael Wingfield Endowment 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 1,500 725 1,450 2,385 0 500 5,000

4,000 1,982 900 0 9,200 1,000 4,500

109,792 31,702 30,559 26,904 90,481 26,177 141,036

114,107 33,502 32,320 32,217 91,569 27,398 153,083

3,550 0 1,375 1,000 4,500 0 1,650 0 295 0 0 550 0 0 0 3,500 2,000 17,138 0 0 0 0 16,277 500

3,458 0 6,600 1,500 17,250 0 1,000 1,000 900 0 0 1,100 0 12,206 0 25,150 0 41,319 1,000 0 800 0 25,670 1,000

105,376 40,092 64,275 49,364 350,737 17,861 38,660 26,220 17,953 30,003 404,951 30,318 52,769 293,321 30,823 566,688 70,169 807,314 17,893 12,415 23,178 10,785 802,379 82,489

111,426 40,181 67,722 52,029 364,113 18,636 40,715 27,369 18,721 32,464 694,747 31,628 56,434 319,461 32,710 580,894 75,169 860,218 18,978 13,123 24,172 12,380 848,025 86,131


Endowments 2014-2015

Project Description Permanent Endowments continued Charles D. and Angela C. Maynard & Angela Maynard Sewall Endowed Scholarship Charles E. Deitz ELA Scholarship Charles M. Taylor II Scholarship Charles Robert Sarver Memorial Scholarship Fund Charliss Russ Greatest Need Endowment Charliss Russ Marketing and Advertising Scholarship Children International College Scholarship Chip and Cindy Murphy Endowed Scholarship and Program Fund 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 Corinne E. Phillips Endowed Award 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 Dan and Johnnie Winn Memorial Scholarship 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 900 600 24,875 500 0 0 0 0 250 800 100 0 0 200 0 14,000 0 500 500 0 4,000 0 4,576 0 0 600 0 1,000 0 0 0

1,014 600 125,115 1,000 0 0 0 0 0 1,200 200 0 12,097 200 0 0 500 1,000 0 0 4,000 0 0 200 0 1,000 0 0 0 1,000 0

34,009 23,728 1,220,083 24,121 15,786 15,786 18,947 15,164 8,249 15,889 4,580 20,036 285,066 5,270 33,062 52,104 13,348 144,868 91,025 19,395 105,763 47,204 1,425,552 5,758 31,388 24,969 20,442 8,413 12,931 16,723 24,803

36,262 25,152 1,325,347 26,106 16,492 16,492 21,546 15,605 9,024 16,286 4,782 25,218 313,976 5,540 43,870 71,503 13,652 152,545 97,703 22,421 119,645 52,032 1,448,679 5,863 37,195 25,840 22,045 10,302 16,416 16,747 24,960


Endowments 2014-2015

Project Description Permanent Endowments continued 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 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. Frank Lamar Setliff Endowed Scholarship 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 750 500 1,000 0 0 0 0 250 600 3,000 0 0 0 0 500 1,000 0 0 1,500 0 4,500 2,000 1,950 0 0 0 0 0 550 0 500 0

750 1,000 0 1,650 0 0 0 250 2,400 600 0 0 0 0 1,000 1,000 0 0 1,380 0 9,830 3,500 1,256 0 3,200 1,000 10,447 0 2,200 2,000 1,200 0

19,774 25,750 30,515 46,105 28,769 29,425 22,939 6,743 65,140 141,597 3,136,034 24,062 33,861 18,862 16,635 16,675 281,623 68,255 28,224 14,782 244,406 115,193 42,507 10,885 47,698 29,049 126,823 21,558 27,402 64,028 28,156 1,357,353

20,578 26,817 32,920 48,003 30,962 37,875 27,725 7,104 68,518 153,632 3,682,138 26,443 36,773 25,301 17,873 17,860 314,184 75,606 28,520 15,857 253,872 120,425 44,949 12,871 48,383 31,874 131,180 25,477 29,659 77,638 30,434 1,641,435


Endowments 2014-2015

Project Description Permanent Endowments continued 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 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 0 600 4,700 1,250 500 700 0 250 0 750 0 0 500 0 250 7,500 0 0 0 834 0 0 450 600 650 1,200 300 1,350 0 0 2,500

1,500 0 3,000 2,600 2,500 1,200 0 12,000 1,800 0 1,500 100 0 500 0 0 5,000 106,242 3,000 0 485 0 0 1,000 0 1,300 2,100 300 375 0 1,000 2,500

36,155 53,662 53,662 107,324 55,516 15,810 32,226 120,617 170,446 1,778 45,330 9,935 61,655 14,419 15,806 15,812 221,177 771,070 122,305 19,803 17,549 31,619 8,099 25,330 14,044 35,164 54,947 10,009 46,901 110,010 15,292 102,204

37,702 61,644 55,614 119,043 58,717 16,750 35,014 140,738 177,973 4,017 60,448 11,797 125,105 15,290 16,512 16,519 237,807 973,344 143,456 22,075 18,558 38,266 14,693 27,363 15,829 38,040 57,674 10,513 50,102 121,301 15,665 111,176


Endowments 2014-2015

Project Description Permanent Endowments continued Harper W. Boyd, Jr. Professor of Excellence Endowment Fund Harper W. Boyd, Jr. Scholarship 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 Hugh F. Oates Scholarship Fund Ike Murry Memorial Scholarship Insurance Women Little Rock Scholarship Irene, John Dale, and Hugh Stanphill Scholarship Fund J. T. Davis Memorial Endowed 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 Scholarship Fund 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 1,250 625 0 0 1,400 0 0 500 600 0 3,000 550 1,500 350 3,509 0 0 2,500 638 0 0 750 3,000 0 500 550 0 1,250 2,500

0 18,750 4,000 0 0 2,500 4,659 800 1,000 1,250 0 7,500 1,000 0 1,200 1,011 0 3,500 4,000 1,275 950 0 1,500 3,500 0 750 1,200 2,400 2,500 1,000

52,432 199,419 32,073 15,806 15,882 62,345 193,259 20,442 28,792 41,233 33,273 73,224 31,803 36,990 20,210 144,228 25,365 94,870 116,968 37,274 26,507 57,303 47,830 114,470 18,596 21,209 33,948 68,904 61,513 52,923

56,465 214,093 33,686 16,512 16,589 65,230 243,579 21,902 30,132 45,717 37,354 80,724 33,276 44,673 21,165 155,732 25,614 100,330 122,907 38,733 27,598 61,851 53,833 120,557 19,070 22,210 35,395 72,185 66,619 56,430

0

0

121,565

141,137


Endowments 2014-2015 Project Description Permanent Endowments continued Jennifer L. Boccarossa Endowed Scholarship Jerol Garrison Endowed Journalism Scholarship Jerry and Sherri Damerow Endowed Mathematics and 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 John N. Stern Scholarship Fund John T. Haley Endowed Scholarship Josef Rosenburg Award Fund Joseph and Mary Kaufman Scholarship Joseph D. Phillips Endowed Award 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 Katherine and Ryan Palludan Memorial Endowed Scholarship Kathleen Thomsen Hall Endowed Fund Kathryn Ramsey English Award Kathryn Wolpers Sanders Library Endowment Keemo Richardson Memorial Scholarship Fund

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 0

0 900

18,589 26,439

18,756 27,417

2,000 500 0 0 0 1,000 750 28,850 0

5,000 300 35,000 0 450 2,500 2,500 37,400 0

185,487 17,558 1,085,060 67,439 12,029 50,234 29,900 1,220,353 1,284,155

193,500 18,819 1,127,409 80,246 12,608 52,933 31,725 1,299,432 1,721,339

1,000 0 1,000 0 0 0 5,400 0 550 1,700 750 3,750 1,250 1,000 0 0 0 0 500

1,500 500 1,750 4,800 10,000 0 13,500 500 1,100 3,400 1,500 7,500 5,000 1,000 0 0 0 0 0

81,263 25,852 26,969 131,619 233,257 20,643 268,283 13,348 32,039 88,365 38,793 209,597 72,488 30,412 16,231 117,726 5,112 8,603 17,642

92,851 27,569 29,964 137,116 242,448 24,926 283,412 13,652 33,575 92,022 41,984 219,497 76,407 34,062 17,576 130,100 5,112 12,690 19,415


Endowments 2014-2015

Project Description Permanent Endowments continued 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 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

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 1,000 0 0 0 0 500 6,750 0 0 0 11,250 0 1,000 900 400 500 0 2,640 900 0 1,250 696 0 600 0 700 2,000 750 4,300 41,000 150 0

2,400 0 602 0 1,200 0 2,000 0 500 0 18,000 12,100 1,000 750 0 1,000 0 4,350 1,700 2,000 5,000 600 1,185 1,200 12,800 1,900 3,000 1,600 6,062 130,929 500 2,000

54,183 148,481 117,674 22,137 16,179 25,208 280,605 23,198 8,223 6,851 493,399 326,659 25,548 26,290 5,956 26,362 41,200 68,729 47,283 51,985 74,380 16,959 139,714 30,874 97,249 49,944 117,731 39,989 149,092 4,544,572 15,212 40,038

57,006 198,465 129,357 25,401 17,207 27,224 296,822 36,055 8,440 13,933 518,979 327,919 36,821 28,205 6,882 27,788 43,811 73,062 49,574 52,722 79,074 18,348 178,418 32,498 100,506 51,924 123,068 41,803 157,501 5,217,096 15,684 40,504


Endowments 2014-2015

Project Description Permanent Endowments continued 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 and Professionalism Osher Reentry Scholarship Program Owen W. Parker, Sr. and Merrily Parker Endowed Scholarship Pappas Study Abroad Endowment Patricia and John S. Bailey Family Endowed Scholarship Patricia Guardado Memorial 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 Paula J. Casey Endowed Trial Competition Scholarship Philip L. and Marietta T. Kehler Endowed Scholarship Phyllis A. Keltner University Writing Center Endowed Fund Phyllis Kinnaman Endowed Scholarship

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 0 500 500 0 0 2,200 500 500 0 0 1,500 0 0 850 1,050 2,250

0 0 1,500 1,000 63,636 1,400 4,000 0 1,000 0 64,953 3,000 0 12,000 1,700 2,000 0

458 23,513 41,971 21,499 325,776 24,796 120,322 18,712 60,517 15,546 1,339,392 74,411 5,814 149,737 44,822 62,108 35,560

1,086 28,808 43,407 22,817 330,236 25,826 125,978 20,340 63,430 19,167 1,410,490 77,770 7,723 151,398 46,653 64,876 39,377

0 24,000 7,500 0 950 500 3,000 1,250 2,000 0 0 0 0 2,000

5,572 0 7,500 0 2,000 0 3,000 5,000 8,000 0 0 1,000 8,000 2,000

121,406 996,214 911,172 98,466 52,056 17,247 88,931 69,322 130,120 2,959 31,098 32,000 57,051 61,423

139,908 1,046,214 960,595 103,513 54,499 17,632 96,311 73,229 136,822 5,391 31,403 33,503 63,158 64,490


Endowments 2014-2015

Project Description Permanent Endowments continued 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 A. Sims 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 and Christine Sturgis Charitable Trust Nanotechnology Chair 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 and Maxwell Lyons Family Scholarship Fund Sam Laser Endowed Athletic Scholarship Sam Laser Endowed Law Scholarship Sam Raines Real Estate Chair

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 450 750 375 0 1,000 350 2,250 3,000 0 0 500 4,000 250 1,500 0 5,000 1,075 0 0 0 250 0 1,000 0 1,500 0 900 1,500 1,250 0 0

0 1,000 1,500 1,750 0 2,500 1,500 3,559 2,000 400 0 1,000 3,600 0 1,400 3,133 3,500 2,400 0 0 0 125 0 3,000 0 1,100 6,500 2,000 1,000 2,400 1,600 0

28,806 21,072 39,683 18,090 30,792 39,267 27,887 127,790 390,242 6,532 1,955 86,120 166,214 24,868 38,351 182,291 261,168 109,969 344 30,711 11,363 6,278 1,000,274 32,029 5,525 63,134 15,000 32,922 54,552 62,136 41,658 145,317

36,867 22,266 42,948 19,179 32,061 42,476 28,895 132,731 405,006 6,968 2,185 90,487 175,345 25,521 40,257 297,969 283,247 112,714 767 34,918 13,029 6,937 1,028,075 33,374 5,942 66,786 15,704 34,220 59,757 65,121 43,371 241,404


Endowments 2014-2015

Project Description Permanent Endowments continued 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 Socratic Award for the Outstanding Student in Philosophy 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 The September Fund Endowed Scholarship 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 Tracy L. Thompson Endowed Scholarship Trebing UALR Graduate Assistantship Fund TreDay.com Scholarships Project Endowment Trial Advocacy Endowed Law Scholarship

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 1,451 0 0 0 0 0 1,250 11,500 0 0 500 0 600 0 0 2,700 750

1,019 0 4,900 0 0 0 2,500 4,800 38,449 0 1,000 2,000 1,000 0 2,400 2,400 1,000

30,476 27,811 73,222 82,920 12,301 20,048 33,880 738,089 2,098,127 699 20,628 25,070 33,800 16,129 27,830 69,778 54,183

32,230 36,910 76,825 88,835 13,433 20,048 36,753 797,910 2,235,569 1,245 21,911 26,436 35,485 18,313 28,930 73,280 58,782

0 0 0 0 250 250 0 0 500 250 0 0 900 0

469 0 0 0 500 500 0 0 750 500 1,200 0 1,000 0

16,928 29,385 23,759 25,064 18,525 19,302 7,038 45,842 25,087 29,181 55,833 39,246 30,485 31,881

22,081 39,706 32,173 25,390 19,713 20,248 7,692 66,430 26,437 30,745 63,447 47,446 31,701 35,188


Endowments 2014-2015

Project Description Permanent Endowments continued 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 Endowed Memorial Scholarship Wilma and Jack Diner Student Art Acquisitions and Awards Endowment Win Bruhl Faculty & Student Travel & Professional Development Windgate Foundation Scholarship Fund Zelda Selph Hoaglan Endowed Scholarship

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 0 0 750 500 500 750 0 0 0 0 0 41,500 16,000 2,000 600 436 20,650 0 0 3,000 0

108,011 0 1,600 800 1,000 1,000 1,500 0 0 0 0 3,427 70,000 26,000 4,950 2,700 764 111,650 19,770 0 1,000 8,000

6,581,971 363,796 48,674 18,361 39,442 26,224 35,883 46,051 45,464 346,721 26,497 468,672 2,098,830 1,226,898 43,545 27,033 15,022 1,975,574 1,793,142 277,849 63,912 231,337

7,498,082 437,282 50,707 20,222 43,388 27,591 37,484 70,464 55,017 444,144 28,774 513,945 2,159,082 1,360,631 47,228 28,553 15,607 2,137,243 2,381,731 427,125 71,395 237,224

248

850

17,503

18,172

0 0 10,500 0

1,350 0 15,500 0

39,729 19,453 542,213 40,038

41,508 25,318 573,275 40,038

2015-2016 Disbursements: Dollars offered to date for the 2015-2016 fiscal year. Spending Allocations: The amount distributed during the twelve month period ending June 30, 2015. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2015. Net Balance: Value of the endowment as of June 30, 2015


Endowments 2014-2015 Project Description

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015

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 Program of Economics Development Fund John D. Walthour Trust Law Campaign-General Fund Marian Williams Scholarship Mozelle Nelson Alumni Fund Ruth H. Brunson Law Library Memorial

31,412.65 4,199.54 16,518.70 24,461.36 4,404.80 0.00 0.00 0.00 4,400.00 39,832.62 0.00 0.00

11,054 21,583 0 24,933 47,095 10,409 0 253,949 6,729 133,350 7,521 24,356

0 255,351 448,605 1,074,739 194,438 67,667 55,369 790,394 254,450 1,690,666 86,280 91,891

11,054 276,934 448,605 1,099,673 241,533 78,076 55,369 1,044,343 261,179 1,824,016 93,800 116,247

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 6/30/2014. Net balance: Value of the endowment as of 6/30/2014.


Endowments 2014-2015

Project Description

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015

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 Bailey Endowment Biology Department Endowed Scholarship Brenda Simpson Book Award College of Science and Mathematics Student Travel Fund Endowment David and Lucille Chandler Endowed Scholarship Debbie Hankins Memorial Endowed Award Dr. Angela Laird Brenton Endowed Scholarship Dr. Art English Endowment Dr. Mary Mack Prentice Endowed Scholarship for Teachers 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 Jerry and Terry Richard Endowed Award John F. Lovell, Jr. Endowed Law Scholarship Judges Rita and Wayne Gruber Book Award Lou Caudell Scholarship Mark and Ann Langston Endowed Scholarship Medlock Law Firm Endowed Book Award Mexican Studies Endowed Scholarship Monterrey and Tellez Endowed Book Award Monterrey Family Endowment N.P. Alessi Family Memorial Scholarship

0 0 0 0 0

0 0 0 0 0

13,228 941 12,696 3,340 929

13,228 941 12,696 3,340 929

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 0 0 0 0 0 0 0 0

4,357 6,650 1,496 1,981 345 2,103 3,026 2,390 3,164 2,413 11,574 20,118 3,424 4,062 6,451 4,636 9,513 15,148 1,478 10,357 2,126 3,003 6,802

4,357 6,650 1,496 1,981 345 2,103 3,026 2,390 3,164 2,413 11,574 20,118 3,424 4,062 6,451 4,636 9,513 15,148 1,478 10,357 2,126 3,003 6,802


Endowments 2014-2015 Project Description Future Endowments continued Nilsa Ramos and Arcadio Toro Endowed Scholarship Raye J. Montague Endowed Scholarship Rhetoric and Writing Graduate Professional Development Endowment Robert Mitchell MIS Endowed Scholarship Sandra Robertson Greenwood Endowed Scholarship School of Social Work BSW Scholarship Tyler Welsh Endowed Scholarship University Science Scholars Endowment Fund

Report for the 12 Months Ending June 30, 2015 2015-2016 Spending Allocations Corpus Balance Net Balance Disbursements 6/30/2015 6/30/2015 6/30/2015 0 0

0 0

4,928 10,780

4,928 10,780

0 0 0 0 0 0

0 0 0 0 0 0

5,072 11,124 1,453 41,305 11,716 1,099

5,072 11,124 1,453 41,305 11,716 1,099

2015-2016 Disbursements: Dollars offered to date for the 2015-2016 fiscal year. Spending Allocations: The amount distributed during the twelve month period ending June 30, 2015. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2015. Net Balance: Value of the endowment as of June 30, 2015


Turn static files into dynamic content formats.

Create a flipbook
FY 15 Endowment Report by UALR Alumni and Development - Issuu