ualr endowment report 2011-2012

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ANNUAL REPORT OF THE UALR FOUNDATION 2011-2012 YOU Provide Opportunities UNIVERSITY OF ARKANSAS AT LITTLE ROCK }

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UALR Endowment Report 2011-2012

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Page 1: UALR Endowment Report 2011-2012

AnnuAl RepoRt of the uAlR foundAtion 2011-2012

YOU Provide Opportunities

univeRsity of ARkAnsAs At little Rock

}

Page 2: UALR Endowment Report 2011-2012

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

— Tjuana C. Byrd, ChairFoundation Fund Board

Tjuana C. Byrd, Chair

Christine Bailey

Sharon S. Bailey

Ashley E. Carper

Sheila S. Castin

Donna R. Cone

J. Scott Copas

Dawn M. Creekmore

Dr. Joe W. Crow

John A. Dominick, Jr.

Troy D. Duke

J. Bradford Eichler

Joseph C. Fox

Brenda Mitchell Fulkerson

Jay C. Hartman

Bryan E. Hosto

Delena C. Hurst

Edmond G. Hurst

Kevin Lamb

E. Fletcher Lord, Jr.

Cristina S. Monterrey

David J. Rainwater

Bill Roehrenbeck

Martha Ann Sawrie Stephenson

Jay T. Taylor

C. Sam Walls, Jr.

Rebecca Ward

Jay K. White

Michael A. Williams, Sr.

Jane M. Yocum

uAlR foundAtion fund BoARd of diRectoRs}}

Mission stAteMent

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

}}

Page 3: UALR Endowment Report 2011-2012

MessAge fRoM the vice chAncelloR foR developMent

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

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

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

Bob G. DenmanVice Chancellor for Development

Office of Development

uAlR foundAtion fund BoARd of diRectoRs

1

office of developMent stAffBob Denman, Vice Chancellor for DevelopmentClayton Andrews, Accounting AssistantMary C. Boaz, Director of Planned GivingAngela Elizandro, Major Gifts OfficerPeggy Mitchell-Ferris, Manager of Prospect Research Dara Goad, Manager of Accounting ServicesChris Hamilton, AccountantSarah Lindsey Harrison, Manager of Annual GivingAnne Bradford Mourning, Director of Development -

Major and Planned GiftsJanette Prior, Administrative AnalystLaurie Ann Ross, Corporate and Foundation

Relations OfficerGrayson Shelton, Manager of Information ServicesSarah Davis Travis, Information Services AnalystHoward Walker, Major Gifts OfficerLaura Wentz, Director of Compliance and Donor RelationsDierdre Whitfield, Administrative Specialist

unit diRectoRsAndrea Angel, Director of Athletics DevelopmentKelley Bass, Assistant Dean for External Affairs, Donaghey

College of Engineering and Information TechnologyWill Elliott, Director of Development, College of BusinessWanda Hoover, Assistant Dean for External Relations,

William H. Bowen School of LawMary Waldo, Director of Development, KUAR/KLRE

Public Radio

ualr.edu/development • (501) 569-3194

Page 4: UALR Endowment Report 2011-2012

2

My oppoRtunities

Linda’s Opportunity

Linda Miller Exum, the mother of two, sits for her

first actuary exam this fall as she completes requirements for a Bachelor of Science degree in mathematics with a minor in statistics thanks to the Damerow Endowed Mathematics and Statistics Award for 2012.

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

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

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

Ashley’s Opportunity

The late state senator and party chair Bill

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

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

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

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

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

So did Bill Gwatney.

Amanda’s Opportunity

Inspired by the help she was able to provide to the

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

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

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

“When I received the letter that I was awarded this scholarship, I felt a huge load lifted off my shoulders,” she said in a letter of gratitude to Lisenne Rockefeller, who represents the Winthrop Rockefeller Foundation. “If it were not for you and your compassion for giving students the means and support to complete their degree, I do not know how I would be able to make it through my last year.”

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

Ron’s Opportunity

G rowing up in a crime-ridden pocket of

southwest Little Rock, Ron Wilkerson saw education as something unachievable. After a rough journey through the public schools, he finally dropped out with a dismal grade point average of .08.

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

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

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

Wilkerson has maintained his status as an honor student since he has been at UALR. Only twice in his college career has he failed to achieve a perfect 4.0 GPA.

Already an employee in the facility and construction department at a regional bank, Wilkerson said his degree will give him a leg up in his career when he graduates in 2013.

}

Page 5: UALR Endowment Report 2011-2012

3

Lizzy’s Opportunity

Elizabeth “Lizzy” Eberle loves to learn. Raised in

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

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

Two years ago, she tried again to find a calling. She found it at UALR’s Department of Geology, where she now is a junior pursuing a geology degree with a minor in environmental geology.

She was selected for the Fay S. Pfeifer Scholarship.

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

The scholarship allowed her to attend a field camp in Colorado, near Silverton and Durango, where she studied rock exposures and other geological elements. She serves as vice president of the UALR Geology Club, organizing events.

Lucia’s Opportunity

Born and raised in Nigeria, Lucia Okaro was pushed

by her parents to go above and beyond the bar set by her three older siblings.

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

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

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

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

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

Tamra’s Opportunity

Tamra Creed of Benton always dreamed of

becoming a writer. Thanks to a scholarship from the William G. Cooper Jr. Honors Program in English, Creed is on her way to pursuing a career in English and creative writing.

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

This fall starts her second year as a Cooper Scholar.

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

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

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

Keith’s Opportunity

As a teacher at Little Rock Central High

School, Keith Richardson goes beyond his duties teaching the facts and figures of civics and human geography.

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

Richardson also mentors students involved in the Memory Project, where civics students are interviewing their elders about how civil rights have changed in their lifetimes. The project has led to a book, “Beyond Central, Toward Acceptance,” and a website that stores student essays created from the interviews.

This year, Richardson was named Central’s Teacher of the Year, all while pursuing a graduate degree in education. He was aided this year with a Gene Campbell Scholarship from UALR.

“I am very fortunate to have this honor bestowed upon me, and I will do the best I can with the opportunity you all have given me,” he told scholarship board members. “This will allow me to explore ways to better educate future students. Your investment will not be wasted.”

Page 6: UALR Endowment Report 2011-2012

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012. 4

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

EndowmEnts 2011-2012 Report for the 12 Months Ending June 30, 2012

Future Endowments The initial gift is below designated endowment levels. All interest earned by the principal is returned to the principal until a designated endowment level is reached. A. P. Vibhakar Endowed Scholarship 0 9,988 9,988Al Allen Gallery Endowment 0 710 710Bailey Schlumberger Award 0 8,306 8,306Billy & Betty Brumbelow Endowed Scholarship 0 10,710 10,710Biology Department Endowed Scholarship 0 2,522 2,522Boaz Family Scholarship 0 14,271 14,271Chip and Cindy Murphy Endowed Scholarship and Program Fund 0 11,788 11,788

College of Science and Mathematics Student Travel Fund Endowment 0 3,291 3,291

David and Lucille Chandler Endowed Scholarship 0 4,001 4,001David O. Dillinger Endowed Scholarship 0 8,892 9,892Donna and David Cone Endowed Scholarship and Program Fund 0 13,388 13,388

Dr. Rhonda S. Lewis Memorial Scholarship 0 2,285 2,285Dr. T. Harri Baker Memorial Scholarship 0 3,784 3,784Dr. Tom and Debbie Lynch Scholarship 0 3,236 3,236Dr. Virginia Pitts Rembert Endowed Award 0 1,805 1,805Education Administrators Preparation Scholarship Endowment 0 2,389 2,389

Ernest and Tommy Howell Endowment 0 1,823 1,823First Year Merit Scholarship in Information Science 0 4,822 4,822Gregory Glen Eley Memorial Endowed Scholarship 0 2,586 2,586James W. Spears Endowed Scholarship 0 47,242 47,242Judge George Howard Jr. Memorial Scholarship 0 19,846 19,846Kathryn Ramsey English Award 0 2,161 2,161Larson Harman Endowed Scholarship 0 9,313 9,313Lou Caudell Scholarship 0 7,183 7,183Marilynn Keys Endowed Scholarship 0 9,319 9,324Mexican Studies Endowed Scholarship 0 4,249 4,249N. P. Alessi Family Memorial Scholarship 0 5,136 5,136Patricia Guardado Memorial Scholarship 0 2,448 2,448Rhetoric and Writing Graduate Professional Development Endowment 0 3,830 3,830

Robert C. Hope Endowed Scholarship 0 2,513 2,513Robert Mitchell MIS Endowed Scholarship 0 6,064 6,064Roy & Christine Sturgis Charitable Trust Nanotechnology Chair 0 250,592 250,592

School of Social Work BSW Scholarship 0 5,068 5,068Ted and Betty Williams Charitable Trust Scholarship 0 47,988 47,988

Page 7: UALR Endowment Report 2011-2012

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012. 5

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

Thomas Carl Ferris Construction Management Endowed Scholarship 0 12,791 12,791

Thomas E. Steves Sr. Memorial Alumni Endowment 0 13,266 13,266Traylor Endowed Fund 0 1,460 1,460

Permanent Endowments Principal is non-spendable and remains intact in perpetuity. Only the interest generated can be spent according to established criteria. Albert D. & Marcuse S. Cohn Scholarship 0 20,867 23,936Alcoa Faculty Development Fund (19,108) 47,041 61,672Alfred and Margaret Wilhelm Endowed Engineering Scholarship (2,000) 27,960 29,991

Alfred L. Williams Endowed Alumni Scholarship 0 16,261 17,361Alma K. Dougherty Award for Excellence 0 17,845 22,743Altheimer Distinguished Professorship 0 234,239 327,547Altheimer Endowment (511) 205,567 272,940Alumni Merit Scholarship (11,800) 340,916 382,446American Society of Professional Estimators (1,000) 27,508 29,096Andrew C. Mitchell Scholarship (1,300) 25,954 27,209Anna & George Kuck Award 0 6,457 8,511Anna Margaret Butler Endowment (3,600) 87,943 90,608Anne Russ Endowment 0 5,081 5,166Annie Jones Jolly Educational Fund 0 57,276 62,530Annie L. Harrison Scholarship (2,500) 79,370 84,886Arkansas Contractors License Board 0 103,433 127,528Arkansas Contractors Licensing Board 0 43,546 56,836Arkansas Life Underwriters Trust Fund Scholarship (3,250) 13,186 14,775Arnold Lecture Endowment 0 12,336 15,215Asa Jean Woolfolk Scholarship (1,400) 31,091 32,786Associated General Contractors Scholarship 0 13,282 15,059B. A. Hardy Memorial Endowment Fund 0 24,690 26,245Balsley-Whitmore Award (13,062) 84,287 124,838Bell and Company Endowed Law Scholarship 0 53,475 57,982Ben Core Arkansas Association of Defense Counsel Scholarship (3,700) 19,706 20,595

Ben J. Altheimer Moot Court Competition Fund 0 43,385 66,890Bernard Whetstone Endowment 0 64,813 133,984Bernice and Curtis Harris Scholarship (4,500) 93,220 98,094Bernice Robinson Webb Memorial Scholarship (1,300) 25,397 26,744Bessie Moore Early Childhood Education Scholarship (1,400) 25,947 27,989

Beth & Earl Richard Endowed Scholarship (250) 13,586 19,115Beth Butler Eaton Endowed Scholarship 0 70,479 71,194Betty Jo Stephens Women’s Athletic Fund 0 17,607 21,146

Page 8: UALR Endowment Report 2011-2012

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

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

Betty Kay and Charles E. Hathaway Endowed Scholarship (6,500) 118,910 140,914

Bettye McDonald Caldwell and Fred T. Caldwell Jr. Endowed Scholarship (4,800) 89,470 93,722

Bill and Peyton Bishop Endowment 0 30,250 30,828Bill B. May Endowed Scholarship (4,000) 54,574 64,977Bill Greenwood Construction Management Endowed Scholarship (500) 32,018 34,608

Bill Gwatney Memorial Endowed Scholarship (6,600) 248,894 260,825Black Law Student Association Endowed Scholarship for Public Service (800) 30,240 31,420

Blakley E. Miles Memorial Scholarship (250) 22,262 23,281Booker Worthen Endowed Scholarship (4,000) 25,433 29,508Bowen Law Scholarships 0 342,952 579,434Bowen Law School Part-Time Endowed Scholarship

0 25,165 26,341

Byron M. Eiseman Professorship in Taxation (11,798) 248,872 278,114Campbell Scholarship Fund (12,758) 685,459 800,875Carl C. Gray Jr. Memorial Endowed ScholarshipC. H. Richter Memorial Scholarship

0

15,193

17,788

Chad Farris Law Scholarship (1,000) 19,482 20,413Charles & Jamie M. Byrne Faculty Travel Fund 0 7,073 7,566Charles C. and Nadine Baum Scholarship Fund (38,593) 681,269 720,938Charles Chastain Criminal Justice Founding Chair Development Fund 0 56,036 64,416

Charles D. & Angela C. Maynard & Angela Maynard Sewall Endowed Scholarship (900) 28,642 30,221

Charles E. Deitz ELA Scholarship (1,000) 20,147 21,614Charles Robert Sarver Memorial Scholarship Fund (1,160) 20,159 21,916Children International College Scholarship 0 15,992 16,466Cindy Conger Endowed Visual Art Award 0 5,769 6,755Clarence and Judy Albers Quality Writing Endowed Scholarship (500) 13,491 14,302

Coleman Endowed Physics Scholarship 0 17,011 19,861College of Business Excellence Fund Endowment (2,435) 238,242 274,306Construction Management Development Fund 0 28,072 34,955Correctional Leadership Challenge Endowed Scholarship 0 105,767 119,553

Craig E. Powell Scholarship Fund (2,000) 77,286 88,705Creative Applications of Technology Endowment 0 16,468 17,304CSAM Leadership Endowed Scholarship (12,349) 55,971 58,119Dale Bumpers Research Fellows Award Endowment 0 23,928 24,086

Dante Paul Jacuzzi III Endowment 0 4,826 5,001Darryl K. Reach Endowed Scholarship 0 26,650 28,882David M. Guerra Endowed Technology Fund 0 7,143 8,063

EndowmEnts 2011-2012 Report for the 12 Months Ending June 30, 2012

0 106, 687 132,133

Page 9: UALR Endowment Report 2011-2012

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012. 7

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

David O. Demuth History Scholarship 0 10,778 12,778David S. Sherman Endowed Scholarship 0 18,728 18,880Dean John Hugh Carmichael Endowed Scholarship (800) 16,790 17,493Della Casan Michael Mitchell Memorial Scholarship (1,300) 25,909 27,208Delta Theta Phi/James E. Baine Endowed Scholarship Fund (1,800) 38,041 39,650

Delta Theta Phi/John A. Fogleman Scholarship Fund (1,000) 23,323 24,401Demp Dempsey Television Studio 0 22,784 27,938Dent Gitchel Trial Advocacy Endowment 0 19,477 25,567Department of Mathematics and Statistics Faculty Scholarship 0 5,675 6,129

DeWoody & Emily Fleming Dickinson Math Scholarship (2,400) 55,308 58,791

Dick Neal Memorial Scholarship (6,600) 118,339 128,671Donald W. Reynolds Restricted Endowment 0 2,662,685 2,846,169Donna Barkan Jensen Writing About Families Scholarship 0 20,430 22,105

Dora and Elly Ellsworth Arts Award/Scholarship (980) 28,653 29,811Dorothy Sawatski Vocal Scholarship 0 15,764 22,991Doug Mitchell Memorial Scholarship 0 13,981 15,348Dr. D. Dean Kumpuris Graduate Fellowship in Public Service 0 47,398 47,843

Dr. Nancy J. Harm Memorial Scholarship (6,000) 215,962 216,400Dr. Rose A. Berry Endowed Scholarship (450) 36,091 38,539Dr. Thea Spatz Endowed Award (250) 9,242 10,479E. Grainger & Frances B. Williams Endowed Scholarship Fund (750) 22,346 25,238

Eaton Endowed Chairman’s Fund (4,052) 107,441 114,249Edith Willis Woodall Scholarship (1,200) 18,304 19,770Edith Woods Sweezy Memorial Scholarship in Journalism 0 22,901 26,145

Edward L. Whitbeck Memorial Award 0 53,511 65,613Edward L. Wright Scholarship 0 23,531 25,608Elaine Eubank Endowed Scholarship 0 28,228 28,241Eleanor Orts Francis Arts Education Fund 0 45,562 49,466Eleanor Orts Francis English Scholarship 0 45,562 49,466Eleanor Orts Francis Music Scholarship (4,000) 91,124 94,917Elizabeth S. Lang Scholarship (3,000) 47,137 50,116Elmer Barber AGC Scholarship (1,800) 13,423 14,780Emily & Frank Parke Scholarship Fund (2,100) 26,933 28,842Engel Fellowship for Faculty and Students 0 102,411 138,125Engineering and Technology Dean’s Endowed Fund (7,557) 1,150,291 1,318,877

Engineering Technology Scholarship Fund 0 63,974 146,072

Page 10: UALR Endowment Report 2011-2012

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012. 8

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

English Department Scholarship 0 1,486 3,516Eugene M. Pfeifer and Fay S. Pfeifer Memorial Endowed Scholarship 0 36,312 46,379

F. Brent Knutson Memorial Award in Religious Studies 0 8,435 9,556

Felix B. Arnold Lecture Series 0 51,528 107,749Florence C. Zook, R.N. Endowed Scholarship (1,000) 12,242 12,754Freshour Scholarship Fund (13,000) 187,793 196,201Friday Fellows (39,435) 654,685 902,223Friends of the Arts Scholarship (3,000) 68,643 122,945G. Ross Faculty Development Fund 0 14,930 15,078Gallery Fund Endowment 0 57,599 74,900Geneva Jones Winters Endowed Scholarship (900) 14,900 15,774George & Stella Smith Music Scholarship 0 26,400 26,400Gilbert Leigh Business Fund 0 6,769 12,413Governor Carl E. Bailey Scholarship Fund 0 21,169 23,232Governor Orval E. Faubus Scholarship 0 11,737 14,376Governor Sid McMath Law Scholarship 0 29,352 31,092Guy A. Moore Endowed Scholarship (2,100) 46,654 48,629Gwendolyn Dewees Hodge Memorial Book Award 0 5,535 5,875H.A. Ted & Virginia Bailey Scholarship (2,900) 39,822 41,868Halberg Trust for Library Special Projects and Operations (26,492) 93,405 99,194

Harold R. Zook Endowed Scholarship 0 11,589 13,686Harper Dabney Boyd Scholarship Fund (5,000) 86,778 96,719Harper W. Boyd Jr. Professor of Excellence Endowment Fund (1,569) 44,518 48,740

Harper W. Boyd Jr. Scholarship Fund (8,750) 169,319 187,547Harry Ashmore Outstanding Journalism Student Award (1,000) 27,232 31,180

Harry Barnhard Endowed Scholarship (900) 29,667 30,548Herschel Friday Law Library Endowment 0 164,089 210,375Hildegard Smith Scholarship (3,200) 17,357 18,123Hispanic Law Student Association Endowed Scholarship 0 24,447 25,181

Hispanic Law Student Endowed Scholarship for Public Service 0 27,962 29,938

Homer T. and Betty U. Jones Opera and Vocal Arts Endowment (3,000) 28,251 31,757

Howard Williams Construction Management Scholarship 0 89,375 89,375

Hugh F. Oates Scholarship Fund 0 27,003 29,419Ike Murry Memorial Scholarship (1,500) 31,406 39,279Insurance Women Little Rock Scholarship (1,500) 17,160 18,056

EndowmEnts 2011-2012 Report for the 12 Months Ending June 30, 2012

Page 11: UALR Endowment Report 2011-2012

Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012. 9

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

Irene, John Dale, and Hugh Stanphill Scholarship Fund 0 120,537 131,159

Jack Kinnaman Constructor Endowed Scholarship 0 80,404 85,875Jack Morton Wilhelm Endowed Scholarship (1,400) 29,046 30,264Jack Wagoner III Endowed Scholarship (1,300) 22,506 23,496James and Carol Hendren Research Endowment Fund 0 19,783 19,984

James H. Fribourgh Endowed Biology Scholarship (1,500) 39,937 44,307James H. Fribourgh Scholarship (2,200) 95,943 102,591James H. Penick Memorial Fund 0 5,904 6,418James R. Garison Endowed Book Fund (649) 14,961 15,638James Taylor Memorial Scholarship (150) 28,824 30,188Jane Kittle and Vaughan Dabney Scholarship Fund (2,500) 52,228 57,874Jeffrey C. Ledbetter Endowed Scholarship (1,200) 44,935 47,624Jenkins, Byler, and Roller Family Endowed Fund for Campus Beautification (22,000) 103,216 109,041

Jerry & Sherry Damerow Endowed Mathematics & Statistics Scholarship (2,500) 96,416 101,305

Jerry E. Arrowood Memorial Scholarship (900) 14,908 15,699Jerry L. Maulden-Entergy Chair in Information Science (40,000) 921,283 958,506

Jessie Pauline Wyatt Endowed Book Award 0 5,081 5,166Jim McWilliams Scholarship 0 42,651 46,705Jim Newell Scholarship (1,000) 25,388 29,294Joe T. Ford Chair of Finance (5,407) 1,090,327 1,420,185Joel Ruminer Endowment Fund for Dance Scholarships and Dance Performance (2,500) 68,951 75,801

John A. Boyeskie Memorial Scholarship 0 17,253 21,498John A. Larson Scholarship Fund 0 19,077 21,671John N. Stern Scholarship Fund (5,250) 111,752 116,555John T. Haley Endowed Scholarship (500) 188,149 195,949Josef Rosenburg Award Fund 0 17,252 19,115Joseph & Mary Kaufman Scholarship (3,898) 227,631 247,114Judge Oren Harris Scholarship (3,900) 75,028 78,236Judge Pat Mehaffy Scholarship 0 32,421 35,263Judith A. Wrappe Scholarship (6,200) 158,188 168,229Julia Dabney Taylor & Bertie Vaughn Dabney Fund (2,500) 61,547 67,284Julie Bova Scholarship (1,000) 24,514 26,846Kathryn Wolpers Sanders Library Endowment 0 7,305 10,328Keemo Richardson Memorial Scholarship Fund 0 14,744 16,848Keith M. Thompson Endowed Scholarship (2,300) 46,005 49,153Kempner Lecture Series (19,191) 126,070 158,381Kenneth Pat Wilson Center for Economic Education Endowment (900) 99,912 102,963

Kerry Kennedy Aspiring Playwright Endowed Fund 0 16,832 17,747

Page 12: UALR Endowment Report 2011-2012

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

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

EndowmEnts 2011-2012 Report for the 12 Months Ending June 30, 2012

Kirk Davis AGC Scholarship (1,000) 13,737 15,384L. A. Horn Memorial Scholarship Fund (1,300) 21,060 22,929Law Library Endowed Fund 0 19,696 29,747Leah Katayama Wilkins Endowed Award (250) 5,860 6,195Ledbetter Library Endowment 0 5,725 12,005Ledbetter Non-Traditional Endowed Scholarship

(18,750) 416,319 443,469

Ledbetter Public Radio Endowment 0 277,353 295,016Lee Asbill Johnson Endowed Scholarship (1,095) 20,840 22,868Lester E. Hosto Scholarship (1,000) 19,381 21,281Lewis and Debbie May Endowed Scholarship and Program Fund 0 5,058 5,311

Linda and Tom McMillan Mathematics Scholarship

(50) 17,806 19,820Little Rock Nine Endowed Scholarship 0 34,239 40,210Lois Walters Memorial ADK Scholarship (3,000) 58,355 62,325Lori Grimes Memorial Scholarship Fund (1,700) 39,683 41,740Louise and Jack T. Lynn Scholarship Fund (4,000) 63,153 70,407Lynn Nelson Memorial Scholarship Fund 0 14,173 15,549M. S. McCord Research Endowment 0 116,765 145,401Ma Endowed Family Scholarship (1,800) 26,214 27,984Mabel W. Formica and Santo D. Formica History Endowment (3,000) 82,570 97,791

Madeline S. and H. A. Ted Bailey Sr. Memorial Scholarship 0 42,405 44,618

Major Robert Gee Denman and Colonel Dale Denman Military Veterans Endowed Scholarship

(1,000) 22,934 24,591

Mano/Boaz Scholarship (800) 33,734 35,698Marguerite Flake Scholarship Fund (4,800) 126,588 134,385Marie Wilson Howells Trust 0 3,782,545 4,204,448Mark Hartmann Anthropology Student Fellowship

(1,700)

27,290

27,664

Martha Gaunt Bass Scholarship 0 17,698 22,409Martha Sawrie Stephenson Endowed Scholarship (375) 28,764 31,294Martin Borchert Endowed Scholarship 0 18,255 20,399Mary Fletcher Worthen Endowment (1,100) 20,623 21,519Mary Frances Frederick Memorial Scholarship (4,500) 102,161 107,375May Construction Company Endowed Scholarship 0 15,887 18,205Melissa Ma Endowed Scholarship 0 43,064 50,971Microscopical Research (3,679) 13,199 15,025Middle East Studies (83,530) 1,076,998 1,257,448Morris and Dorothy Beebe Endowed Athletic Scholarship 0 63,179 71,841

Mozelle Nelson University History Institute Endowed Fund 0 4,937 6,155

Nan Ellen Dickinson East Endowed Scholarship 0 101,377 103,141Nancy Hall Bailey Endowed Scholarship (900) 36,622 38,010

Martha Couch Givens Award 0 382 957

Page 13: UALR Endowment Report 2011-2012

11Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

Neyland Hester Endowed Scholarship (2,800) 52,379 54,840Nuvell Financial Services Scholarship (1,500) 30,193 33,492Oscar & Patricia Fendler Endowment for Advancement of Ethics & Professionalism 0 102,565 112,817

Patricia and John S. Bailey Family Endowed Scholarship (3,400) 44,199 46,531

Patricia P. and George E. Thompson Jr. Scholarship (200) 65,469 65,974

Paul and Susan Davis Scholarship Fund (2,500) 58,858 67,396Paul M. Williams Memorial Endowed Scholarship

0 110,479 123,493

Philip L. Kehler Endowed Scholarship 0 23,616 24,215Phillips Foundation Endowment 0 13,497 23,667Phyllis A. Keltner University Writing Center Endowed Fund (753) 48,290 55,526

Phyllis Kinnaman Endowed Scholarship 0 52,005 53,372Phyllis Rountree Memorial 0 23,846 30,860R. D. “Bob” Nabholz Memorial Endowed Scholarship 0 17,891 19,716

R. Julian Glover Scholarship Fund 0 33,165 36,077R. Norman Farris Banking Award (1,500) 15,359 16,898Raymond Rebsamen Scholarship (1,000) 33,340 37,580RD Doubleday Endowed Scholarship (1,000) 14,592 15,335Rebecca Fuller Ward Endowed Scholarship (6,000) 108,502 113,124Richard B. Dixon Endowed Scholarship (3,250) 70,823 80,471Richard Frothingham Endowed Achievement Award 0 4,801 6,059

Richard Stanley Cooper Award 0 1,634 1,759Rick Finley Memorial Scholarship Fund 0 63,186 71,637Rob Williams Scholarship 0 109,203 130,655Robert C. Culpepper Accounting Scholarship (2,900) 32,562 34,337Rockefeller Archives (1,352) 154,777 189,622

Roller Funeral Homes Scholarship (2,600) 100,832 103,940Ron Garrett Memorial Scholarship 0 287 670Rosa Pfeifer Isacson Endowed Scholarship 0 26,076 28,984Rose Mae Bogan Millikan Endowed Scholarship

0 9,649 10,035Roslyn L. Knutson English Award (250) 5,329 5,656Roy Mitchell Scholarship (1,000) 27,194 30,895Rudolph S. and Margaretta B. Graham Endowed Scholarship Fund (2,900) 50,212 52,562

Ruth Agar Scholarship 0 11,084 11,084Ruth Lovett Booker Endowed Scholarship (2,000) 27,953 31,532Salene & Maxwell Lyons Family Scholarship Fund

0 43,272 46,956Sam Laser Endowed Athletic Scholarship 0 52,757 55,583Sam Laser Endowed Law Scholarship 0 35,371

37,138

Paul P. Cheatham Memorial Fund 0 2,472

Rockefeller Scholars 0 218,269 239,171

4,558

Page 14: UALR Endowment Report 2011-2012

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

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

EndowmEnts 2011-2012 Report for the 12 Months Ending June 30, 2012

Sequoyah Research Center Symposium- American Native Press Archives (25,636) 199,565 203,124

Sigma Nu(Eta Xi Chapter) Scholarship 0 23,166 28,995Simmons First National Bank Endowed Scholarship

(2,800) 62,170 65,461Soccer Endowment Fund (5,735) 70,379 70,391Society of Women Engineers - Mary L. Good Endowed Award 0 6,661 6,661

Stacy Willis Endowed Scholarship (2,500) 27,926 31,409Stella Boyle Smith Award (7,200) 626,682 656,726Stephen Harrow Smith Endowed Dean of Business (8,820) 1,047,328 1,069,487

Sterling Stores Scholarship 0 584 1,048Steven L. Mourning Science Scholarship 0 15,617 15,774Student Bar Association Endowed Scholarship for Public Service (1,000) 28,698 30,110

Susan & David Belcher Endowed Travel Award 0 13,695 15,388Susan Philpott Memorial (1,800) 23,629 26,993Terri D. Thompson Endowed Scholarship (2,000) 46,005 48,393The Guy, Gladys and Gaylord Northrop Young Researcher Annual Award (247) 14,373 17,986

The Helon Brown Williams Endowed Fund for Children’s Literature 0 24,950 32,683

The Paul R. Engle Scholarship Fund 0 20,173 25,745Thomas Erskine Downie Award (600) 5,976 6,534Thomas Smith Compton Jr. Memorial Library Fund for the Humanities 0 38,922 53,881

Tim Massanelli Endowed Scholarship for Political Science 0 15,125 16,625

Tracy L. Thompson Endowed Scholarship (1,200) 47,406 51,489Trebing UALR Graduate Assistantship Fund 0 33,273 36,972TreDay.com Scholarships Project Endowment 0 16,911 17,951Trinity Endowment for Engineering Education (108,452) 5,588,494 6,176,273UALR Cal Ledbetter Arkansas Legislative Institute

0 306,734 316,961UALR Law Alumni Scholarship (1,000) 35,310 36,686USAble Insurance Company Endowed Scholarship

(1,000) 15,589 16,681Vance C. Ogden Memorial Endowed Scholarship

(1,000) 33,488 36,966Vance M. Strange Jr. Endowed Scholarship (1,000) 22,266 24,388Vance, Inez, and James Martin Endowed Scholarship 0 29,823 35,104

Viola Schader Coyne Endowed Fund (4,345) 39,101 61,990Virginia C. Ledbetter Liberal Arts Fund 0 38,601 42,938Vision for the Future Endowed Professorship 0 294,388 351,197Whitbeck-Beyer Insurance Chair 0 391,689 436,892

Sam Raines Real Estate Chair 0 121,447 200,496Sandra Murphree Newell Endowed Scholarship (750) 25,544 27,432

Page 15: UALR Endowment Report 2011-2012

13Spending Allocations: The amount distributed during the 12-month period ending June 30, 2012. Any distribution made after 6/30/12 will be reflected on next year’s report. Corpus Balance: Value of the interest bearing portion of an endowed account as of June 30, 2012. Net Balance: Value of the endowment as of June 30, 2012.

Project Description Spending Corpus Balance Net Balance Allocations 6/30/2012 6/30/2012

Willard and Pat Walker Nursing Scholarships- BSN Completion 0 1,041,711 1,097,430

William Andrew Treadway III Endowed Scholarship (1,000) 22,771 24,426

William C. Goolsby Endowed Scholarship in Real Estate (1,500) 22,953 24,871

William D. Lynch Endowed Scholarship (1,600) 12,754 13,614William G. Cooper Jr. Honors In English (61,600) 1,588,029 1,863,078William H. Bowen Endowment (75,748) 1,522,371 1,966,949William H. Bowen Scholar-Minority 0 235,911 353,135William H. McLean Fund (2,250) 54,265 60,006William J. Clinton Professorship in Constitutional Law (13,494) 196,419 196,635

Wilma and Jack Diner Student Art Acquisitions and Awards Endowment 0 32,911 36,674

Windgate Foundation Scholarship Fund (32,000) 460,372 479,071

Quasi Endowments

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

Applied Design Equipment (5,285) 0 12Arkansas Small Business Technology Development Center (10,877) 213,014 225,938

Chancellor’s Greatest Needs Fund (7,500) 383,107 383,107Charles C. & Nadine Baum Endowment Fund (52,841) 903,417 904,964Cyber College Building Fund 0 0 76,308Herschel H. Friday Law Library 0 48,364 75,320History Institute 0 49,640 59,791Institute of Economics Development Fund 0 671,295 844,589James N. Heagen Memorial Scholarship Fund 0 4,270 5,794John D. Walthour Trust (21,339) 847,610 899,731Law Campaign-General Fund (7,881) 214,734 215,655Marian Williams Scholarship (35,038) 1,426,778 1,628,940Mozelle Nelson Alumni Fund (14,312) 72,812 76,085Ruth H. Brunson Law Library Memorial 0 77,549 94,866

Willard and Pat Walker Endowment for Nursing Scholarships (48,000) 804,910 838,697

Page 16: UALR Endowment Report 2011-2012

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little Rock, AR 72204-1099

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