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university of louisville
Foundation, inc.
Operating Budget
UNIVERSITY OF LOUISVILLE
FOUNDATION, INC.
2011-2012 BUDGET
TABLE OF CONTENTS
UofL Foundation, Inc. Budget Overview ............................................................................. 1
UofL Foundation, Inc. Historical Trends ............................................................................ 5
UNIVERSITY OF LOUISVILLE
FOUNDATION, INC.
2011-2012 BUDGET
James R. Ramsey
President,
University of Louisville
Budget Overview
As the University of Louisville continues to grow and progress toward its goal of becoming a
premier metropolitan research institution, it is critical that supplementary funding sources are
identified for vital ongoing activities such as undergraduate education, research, community
service, and fundraising. The University of Louisville Foundation, Inc. is a key resource in providing such additional resources to help the University reach its strategic goals. For FY 201112, the President is requesting the Universitys Foundation provide approximately $129.4 million in operating funds to various UofL programs. While the national economy continues to
make slow recovery, the effects of the recent recession continue to adversely affect the endowments. In order to mitigate the decrease in the FY 2011-12 endowment spending policy, the
Foundation, in accordance with the Uniform Prudent Management of Institutional Funds Act
(UPMIFA), has approved limited and pro-rated spending policies for the sixty-seven endowments that remain under water. In total, the FY 2011-12 budget is $129.4 million, a $16.8
million increase from the FY 2010-11 budget.
The University of Louisville Foundation, Inc. is a not-for-profit 501(c)(3) corporation that is
legally separate from the University of Louisville. It acts, among other things, as a fundraising
organization to supplement the resources that are available to the University in support of the
Universitys programs and, pursuant to Kentucky Revised Statute 42.540, acts as a nonprofit
fiduciary holding funds for the benefit of the University of Louisville. All gifts to the University, whether restricted or unrestricted, are solicited, received, managed, and invested under the
aegis of the Foundation. A Board of Directors governs the Foundation and sets overall policy
for Foundation fundraising, business operations, management and use of funds. The Board is
Amount *
Total
* Amounts rounded to nearest 100
Percent
$
$
$
14,811,400
74,104,300
40,506,800
11.44%
57.26%
31.30%
129,422,500
100.0%
Budget
50,000,000
31.30%
40,000,000
30,000,000
20,000,000
11.44%
10,000,000
0
Fund-raising, Foundation
Business Operations, &
Other Unrestricted Funds
Restricted
Endowment
Funds
Current
Gift Funds
Expenditures for each of the three categories by function are summarized below:
Faculty
Fund-raising,
Foundation Business
Operations, & Other
Unrestricted Funds
Restricted
Endowment Funds
Current Gift Funds
TOTAL
Fringe
Benefits
Current
Expense
Scholarships
Total *
7,273,774
9,450
1,905,423
5,622,773
6,664,631
1,883,974
1,210,966
2,216,605
57,308,703
4,819,422
74,104,300
4,242,900
1,750,200
634,500
1,734,000
30,035,600
2,109,600
40,506,800
10,907,531
10,907,948
1,854,916
5,856,028
92,967,076
6,929,022
129,422,500
14,811,400
2008-09
2009-10
2010-11
2011-12
Fund-Raising, Foundation
Business Operations, & Other
Unrestricted Funds
11,274,200
17,058,125 a
15,615,692 a
16,311,692
61,319,600
71,311,500
63,803,900
64,720,300
74,104,300
29,088,400
31,975,900
38,887,300
31,555,900
40,506,800
TOTAL BUDGET
101,682,200
120,345,525
118,306,892
112,587,892
129,422,500
14,811,400
Amount includes Presidential Advancement Initiatives; amount determined by approved spending policy calculation base x .48%.
Presidential Advancement Intiatives w ere not presented in prior years' Foundation Books. Fiscal Year 2008-09 marked first year for this fund.
80,000,000
60,000,000
40,000,000
20,000,000
0
2007-08
2008-09
2009-10
Fiscal Year
2010-11
2011-12
fund-raising, business
operations and other
unrestricted funds
Revenue
The sources of funds for this portion of the UofL Foundation budget consist of three items: unrestricted endowment earnings, interest earnings on short-term investments, and 1.98% of the
market value of the total endowment (calculated on both restricted and unrestricted endowments). The following graph depicts these sources of revenue:
SOURCES OF REVENUE
14,000,000
12,000,000
10,000,000
8,000,000
85.4%
6,000,000
4,000,000
2,000,000
0
6.5%
8.1%
Spending Policy %
University Advancement
Operations
1.50%
$9,574,400
Presidential Advancement
Initiatives
0.48%
$3,063,800
The second largest source of funds for the Fundraising, Business Operations, and Other Unrestricted Budget is from the interest earnings on the Foundations short-term investments. This
source is projected to provide $1,204,600 for FY 2011-12. Seven different revenue programs
make up this category, which accounts for approximately 8.1% of the Business Operations and
Unrestricted revenue budget. These earnings are determined by the Controllers Office at the
end of the previous calendar year and then forwarded to the Office of Budget and Financial
Planning for inclusion in the Foundations revenue budget. The short-term investment income
source is comprised of the following programs:
Short-term Investments
Program
Number
Estimated
Earnings Income
Program Name
X8018a
1,500
X8018b
1,500
X8019
X8020
16,100
X8054
16,600
X8067
214,400
X8068
43,800
Total
910,700
1,204,600
Endowment Name
Belle Thomas Pirtle Memorial Fund
Sue F. McGowan Endowment Fund (A & B) *
Marion S. D. Belknap Estate
Fred C. Koster Estate Fund
C.R. Gardiner Fund
Mary M. Stevenson Fund
Ford Foundation Basic Salary Grant
General Endowment Fund
O.H. Irvine Fund *
KY Seed Fund
President's Reserve Fund
TOTAL
7,500
14,000
18,100
16,800
97,700
37,500
151,100
412,500
6,000
2,800
204,600
$
968,600
Expenditures
Driven by the projected revenues described on the previous pages, the expenditure budget was
developed by President James R. Ramsey for the Foundation Board of Directors consideration.
The FY 2011-12 recommended expenditure budget consists of many on-going programs funded
on a year-to-year basis. Expenditures in the unrestricted budget cover a wide spectrum of programs that positively impact the University community as well as the entire Louisville metropolitan area. The following figure depicts these expenditures graphically:
Academic Programs
1.7%
Unrestricted/
Unallocated Reserve
0.5%
Public Information/
Community Relations
1.5%
Student Service
Programs
1.7%
Misc. Foundation
Expenses
1.5%
Foundation
Administration
5.0%
Advancement
Operations
67.4%
Fundraising
A plan to more adequately budget the Universitys fundraising operations on a 1.98 % percentage of the total endowments market value began several years ago and continues. For FY 2011
-12, this percentage calculation of the two highest market values in a three-year moving average
of endowment market values recorded December 31 of each year, is approximately $12.6 million. This represents a decrease of 7.8% from FY 2010-11.
Development operations focus on:
Increasing endowment growth,
Increasing philanthropic support to the schools and colleges,
Providing staffing for University and Presidential fundraising priorities.
10
CII
Corp & Foundation Relations
JGB Cancer Center
Medical Education
Nursing
Almni & Donor Relations
Clinical Medicine 1
Clinical Medicine 2
Dentistry
122,000
250,000
80,000
50,000
100,000
686,907
134,670
90,000
7,500
6,000
7,500
6,000
5,000
198,539
5,000
6,000
5,000
5,000
30,000
7,500
70,000
75,000
75,000
5,000
7,500
10,000
5,000
5,000
15,000
7,500
6,000
6,000
20,000
85,000
10,000
125,000
7,244,784
9,574,400
11
12
Various other instructional and academic programs are supported through the unrestricted
budget. For example, the Foundation will again support the University faculty by funding the
faculty excellence awards for distinguished faculty for their academic service at UofL. Also,
funds are once again allocated for foreign travel for selected faculty interested in studying
abroad in their field of expertise.
A summary of the proposed revenue and expenditures for FY 2011-12 is shown below, with
detailed expenditures budget comparison on the next few pages, followed by budget detail by
expenditure category.
2011-12
Proposed
Budget
Change
Amount
Percent
I. REVENUE
Unrestricted Endowment Earnings
1.98% Distribution from Endowment Earnings
Earnings on Short-Term Investments
TOTAL INCOME
1,162,000
968,600
(193,400)
-16.6%
13,708,392
12,638,200
(1,070,192)
-7.8%
1,441,300
1,204,600
(236,700)
-16.4%
16,311,692
14,811,400
(1,500,292)
-9.2%
9,886,300
9,574,400
(311,900)
-3.2%
678,600
796,338
117,738
17.4%
II. EXPENDITURES
Advancement Activities
Foundation Business Operations
Reserve Funds
1,085,540
75,732
(1,009,808)
-93.0%
4,661,292
4,364,900
(296,392)
-6.4%
(1,500,292)
-9.2%
TOTAL EXPENDITURES
16,311,692
13
14,811,400
I.
2010-11
Budget
2011-12
Proposed
Budget
Change
Amount
Percent
10,000
250,000
100,000
100,000
50,000
501,600
120,000
7,542,700
20,000
170,000
80,000
225,000
70,000
100,000
100,000
185,000
85,000
7,500
6,000
10,000
6,000
5,000
5,000
6,000
5,000
5,000
15,000
7,500
5,000
10,000
6,000
6,000
30,000
2,500
27,500
6,000
6,000
9,886,300
10,000
250,000
125,000
100,000
50,000
686,907
90,000
7,244,784
20,000
122,000
80,000
134,670
70,000
75,000
75,000
198,539
85,000
7,500
6,000
7,500
6,000
5,000
5,000
6,000
5,000
5,000
30,000
7,500
5,000
7,500
6,000
6,000
15,000
7,500
10,000
5,000
5,000
9,574,400
0
0
25,000
0
0
185,307
(30,000)
(297,916)
0
(48,000)
0
(90,330)
0
(25,000)
(25,000)
13,539
0
0
0
(2,500)
0
0
0
0
0
0
15,000
0
0
(2,500)
0
0
(15,000)
5,000
(17,500)
(1,000)
(1,000)
(311,900)
EXPENDITURES
A. FUND-RAISING
U0004
State of Affairs Program
U0008
Advancement Stadium Suite
U001
2
University
Communications
U001
6
Alumni
Office Operations
U0025
Alumni Clubs
Alumni Services
U0028
Belknap Development
U0045
VP Advancement Administration
U01
37
Library
Fundraising
U1087
Advancement Services
U1088
Advancement Technology
U1089
Annual Fund
U1090
Donor Relations
U1091
Government Relations
U1092
Health Sciences Development
U11Development
01
Operations Reserve
U11Regional
05
Initiatives
U11Development-Arts
06
& Sciences
U11Development-Business
07
U11Development-Community
08
Relations
U11Development-Corp
09
& Fdtn Relations
U11Development-Education
10
U11Development-Kent
11
School
U11Development-Law
12
U11Development-Libraries
13
U11Development-Music
14
U11Development-Planned
15
Giving
U11Development-Speed
16
School
U11Health
17
& Science Center Development-CII
U11Health
18
& Science Center Development-Clinical Medicine 1
U11Health
19
& Science Center Development-Clinical Medicine 2
U11Health
20
& Science Center Development-Dentistry
U11Health
21
& Science Center Development-Alumni & Donor Relations
U11Health
22
& Science Center Development-Corp & Foundation Relations
U11Health
23
& Science Center Development-JGB Cancer Center
U11Health
24
& Science Center Development-Medical Education
U11Health
25
& Science Center Development-Nursing
SUBTOTAL
14
0.0%
0.0%
25.0%
0.0%
0.0%
36.9%
-25.0%
-3.9%
0.0%
-28.2%
0.0%
-40.1%
0.0%
-25.0%
-25.0%
7.3%
0.0%
0.0%
0.0%
-25.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
100.0%
0.0%
0.0%
-25.0%
0.0%
0.0%
-50.0%
200.0%
-63.6%
-16.7%
-16.7%
-3.2%
2011-12
Proposed
Budget
Change
Amount
Percent
418,778
75,000
45,300
155,460
49,800
52,000
796,338
1,085,540
1,085,540
75,732
75,732
(1,009,808)
(1,009,808)
-93.0%
-93.0%
U0200
Marching Band
U0032
Kentucky Author Forum
U0020
Presidential Events / Community Functions
U0003
Community Sponsorships
U0050
Foreign Travel for Faculty
U0054
Faculty Exchange/Foreign Graduate Students
U0019
Student Recruitment
U0022
Faculty Excellence Awards
U0044
Provost Contingency
U0039
McConnell Archives
U0056
VP/Dean Contingency
U0038
Community Memberships/GLI
U0017
Board of Trustees/Overseers/Foundation Board Expense
U1099
LGBT Program
U0014
Metro United Way
U0180
PJC Stadium KFEC Arena Suites
SUBTOTAL
3,822,092
392,000
0
105,000
27,000
10,000
25,000
15,000
25,000
10,000
27,100
0
15,000
45,000
30,000
0
13,100
100,000
4,661,292
3,063,800
408,313
100,000
130,000
27,000
10,000
25,000
15,000
25,000
10,000
27,100
200,000
15,000
45,000
30,000
120,617
13,100
100,000
4,364,930
(758,292)
16,313
100,000
25,000
0
0
0
0
0
0
0
200,000
0
0
0
120,617
0
0
(296,362)
-19.8%
4.2%
new
23.8%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
new
0.0%
0.0%
0.0%
new
0.0%
0.0%
-6.4%
TOTAL BUDGET
16,311,700
14,811,400
(1,500,300)
-9.2%
C. RESERVE FUNDS
U0164
Reserve Fund
SUBTOTAL
117,778
0
0
0
0
0
117,778
39.1%
0.0%
0.0%
0.0%
0.0%
0.0%
17.4%
301,000
75,000
45,300
155,460
49,800
52,000
678,560
15
University President
U0013
Amelia Place M&O
U0017
BOT/BOO/Affiliated Corps
U0020
Community Events
U0038
Community Memberships/GLI
U0003
Community Partnerships
U0032
Kentucky Author Forum
U0015
Legal Fees & Expense
U0014
Metro United Way
U0044
Provost Contingency
U0164
Reserve Fund
U0180
Stadium-Arena Suites
Foundation Administration/OOP
President Total
University Provost
U0019
General Student Recruitment
U0022
Faculty Excellence Awards
U0054
Faculty Exchange
U0050
Foreign Travel For Faculty
U0056
VP/Dean Contingency
Marching Band
McConnell Center Archives
LGBT Program
Provost Total
Other
Fringe
Current
Benefits
Expense
7,964
12,000
3,322
68,091
88,055
20,340
23,662
559,446
49,800
30,000
27,000
45,000
10,000
130,000
75,000
13,100
27,100
75,732
100,000
88,431
671,163
27,105
27,105
25,000
10,000
15,000
25,000
15,000
100,000
200,000
18,888
408,888
25,000
10,000
15,000
25,000
15,000
100,000
200,000
120,617
510,617
155,460
52,000
207,460
155,460
52,000
207,460
48,726
45,300
94,026
330,347
45,300
375,647
74,624
74,624
204,822
76,799
204,822
76,799
16
49,800
30,000
27,000
45,000
10,000
130,000
75,000
1,814
15,100
75,732
100,000
Total
Other
394,742
7,273,754
17
Fringe
Current
Benefits
Expense
Total
1,487,915
1,672,984
122,000
250,000
80,000
100,000
50,000
17,845
134,670
90,000
7,500
6,000
7,500
6,000
5,000
5,000
6,000
5,000
5,000
30,000
7,500
198,539
70,000
75,000
75,000
5,000
7,500
6,000
6,000
15,000
7,500
10,000
5,000
5,000
37,500
85,000
10,000
125,000
120,144
1,798,198
122,000
250,000
80,000
100,000
50,000
686,908
134,670
90,000
7,500
6,000
7,500
6,000
5,000
5,000
6,000
5,000
5,000
30,000
7,500
198,539
70,000
75,000
75,000
5,000
7,500
6,000
6,000
15,000
7,500
10,000
5,000
5,000
428,313
85,000
10,000
125,000
7,244,783
9,982,713
104,873
2,554,755
3,063,820
9,430 1,905,403
5,622,753
14,811,400
132,256
52,813
9,450
2007-08
2008-09
2009-10
2010-11
2011-12
7,481,300
10,126,100
9,777,400
10,278,300
9,982,713
Program Enhancement
University Advancement
Presidential Initiatives
3,118,825
3,003,092
3,822,092
3,063,800
371,500
474,200
474,200
225,100
225,100
Academic Programs
100,000
50,000
50,000
50,000
250,000
Student Services
129,600
25,000
25,000
25,000
245,617
8,082,400
13,794,125
13,329,692
14,400,492
13,767,230
532,300
571,800
628,760
628,760
746,538
52,100
52,100
52,100
42,100
42,100
SUBTOTAL
Foundation Administration
General Operations
VP/Deans Contingency Funds
Board of Trustees/Directors
Other Operational Support
SUBTOTAL
Budgeted Reserves
Total Budget
30,000
30,000
30,000
30,000
30,000
689,500
439,700
439,000
124,800
149,800
771,600
521,800
521,100
196,900
221,900
1,887,900
2,170,400
1,136,140
1,085,540
75,732
11,274,200
17,058,125
15,615,692
16,311,692
14,811,400
18
18,000,000
3,118,825
16,000,000
3,822,092
3,003,092
3,063,800
14,000,000
2,170,400
0
12,000,000
1,887,900
10,000,000
521,800
571,800
559,200
1,136,140
196,900
628,760
542,900
10,126,100
9,777,400
1,085,540
196,900
628,760
601,100
75,732
221,900
746,538
798,800
10,278,300
9,982,713
771,600
Dollars
532,300
579,000
8,000,000
6,000,000
4,000,000
7,481,300
2,000,000
0
2007-08
2008-09
2009-10
Advancement
Foundation Administratioin
Budgeted Reserves
2010-11
2011-12
2007-08
2008-09
2009-10
2010-11
2011-12
50,000
201,800
0
345,300
3,029,100
156,700
10,000
0
7,481,300
0
208,300
0
338,300
3,139,500
117,100
10,000
3,118,825
10,126,100
0
207,500
10,000
345,600
2,145,000
117,100
10,000
3,003,092
9,777,400
0
207,460
0
346,300
1,567,540
90,000
0
3,822,092
10,278,300
0
207,460
0
375,647
671,163
510,617
0
3,063,800
9,982,713
11,274,200
17,058,125
15,615,692
16,311,692
14,811,400
19
Revenue
Restricted Endowment expenditure budgets are based on a University of Louisville Foundation approved annual spending policy of 5.5%. In prior years, the spending policy was calcu-
20
21
Spending Policy
% Amount
100%
100%
99%
95%
98%
90%
95%
75%
94%
70%
90%
50%
85%
25%
80%
0%
All sixty-seven endowments that were under water as of December 31, 2010, met the 80%
and above present market value test and consequently have spending policy budgets for FY
2011-12.
Carry-over Funds
Endowments are permitted to carry over unspent funds from the prior fiscal year into the new
fiscal year. The Deans and Vice-Presidents work with their staff and the Office of Budget and
Financial Planning to make a reasonable estimate of carry-over funding. Approximately $37.5
million in carry-over funding has been budgeted for FY 2011-12. The carry-over estimate is
useful for planning purposes, but, in practice, units only receive the actual cash available in the
fund balance at the end of the fiscal year.
22
Expenditures
As state general appropriations support continues to erode, units are increasingly relying on
their endowments to meet their programmatic needs. The FY 2011-12 budget is comprised of
1,285 restricted endowments totaling $74.1 million. This is approximately $9.4 million more
than last fiscal year and is due to budgeting an additional $7.7 million in carry-over funds from
the prior year and the pro-rated inclusion of under water endowments in the spending policy.
Projected expenditure budgets from endowments are program budgeted each year. Deans and
Vice Presidents are responsible for preparing line item budgets for each endowment within their
college, school, or division. In turn, the Office of Budget and Financial Planning coordinates
the budgeting process and ensures the recommended budgets are realistic, financially sound,
and adhere to policy. For example, the Foundations budget policy requires that no more than
80% of calculated earnings be budgeted for continuing annual obligations including salaries,
wages, and fringe benefits. A copy of the policy is included in the Support Materials section
of this document. Finally, the Foundation Board of Directors receives the proposed budget
from the University President, reviews it, and takes action at its June meeting.
The following schedules show the recommended FY 2011-12 budgets for the various endowment and quasi-endowment accounts. The University Controllers Office prepared the estimate
of expendable dollars based on the Board-approved spending policy. The Vice Presidents and
Deans of UofLs various colleges, schools, and unit divisions prepared the operating budget
recommendation using this information. The Office of Budget and Financial Planning coordinated the process and then carefully reviewed the budgets to ensure that they conform to endowment policies and any restrictions imposed by the donor.
23
Faculty
Staff
Fringe
Benefits
Other
Current
Expense
Scholarships
Total
601,630
158,100
49,034
257,115
5,845,528
801,902
7,713,309
College of Business
566,160
40,000
7,000
98,009
1,959,214
276,310
2,946,693
851,171
851,171
34,736
16,080
9,698
1,336,980
172,289
1,569,783
1,046
1,046
52,843
23,111
5,503
76,894
48,800
207,151
333,023
71,482
97,514
2,178,581
369,450
3,050,050
University Libraries
135,078
8,844
35,389
1,169,733
6,001
1,355,045
School of Medicine
3,862,453
1,104,153
390,127
1,275,634
30,907,722
138,857
37,678,946
96,259
5,154
53,500
21,251
712,374
432,066
1,320,604
School of Nursing
11,899
7,851
227,479
247,229
5,593
5,593
951,449
354,374
500,734
368,186
6,899,951
987,091
10,061,785
1,285,749
1,021,941
2,307,690
University President
763,195
763,195
31,000
113,888
187,460
40,455
2,009,942
473,194
2,855,939
259,265
259,265
746,461
62,218
808,679
25,386
25,386
Student Affairs
46,439
29,303
75,742
6,664,631
1,883,974
1,210,966
2,216,605
57,308,703
4,819,422
74,104,301
School of Dentistry
College of Education and Human
Development
School of Interdisciplinary and
Graduate Studies
Kent School of Social Work
School of Music
University Provost
24
Endowment Name
COLLEGE OF ARTS AND SCIENCES
Lions Club Prize Fund
Speed Scholarship
Humphrey Fellowship
Martin, Boyd Award
Thomas Scholarship
Beechmont Award
F. Zorn Scholarship
Yeager Scholarship
Lebre, V Prize
Hite, Allen R. Fund
Lovell Award Fund
Dale, W.Pratt Jr. Memorial
Hughes, Ernest Fund
Bennett Scholarship
Winthrop Allen Fund
Humanities Professorship
Wallace, Tom Chair
Kesselman Award
Brookover, Mary Award
Petty C Scholarship
O'Sullivan, Assistantship
Roberson Florence Rd
Mod Language Endowment
Hendershot Scholars
Wm Clay Mem Biology Scholars
QFE-Modern Languages
Klotter Visit Lecture
Fritsch, K Scholarship
Morton, Tb Professorship
Hugo Taustine Scholars
Brown Foundation Biology
Psychology Memorial Fund
Baker, J&E Astronomy
Bickel,Robert J Fund
Glaser,Donald J Fund
Roseman Wilma S Fund
Overseers Honors Program
Hadley Ma Scholars
Olorunsola Scholars
Sheehan Lecture Fund
Barber Richard Endowment
Craik Mb Scholarship Fund
Klotter John C Endowment
Lewis Education Fund
Fine Arts Exhibit Fund
Watson Fund-English
Terril Ken Memorial Fund
Fink Mary Jo Fund
Anthr Student Travel Fund
Naamani Lecture Fund
Bonnie Acad Dev Endowment
Pardue Leonard G Fnd
Payton Don Fund
Mass Aid Fund
Goldstein, Joel Memorial
De Marzo-Farley Award
Faculty
0
0
0
0
0
0
0
0
0
10,000
0
0
0
0
0
29,600
18,000
0
0
0
0
0
0
0
0
0
0
0
95,239
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
66,748
0
0
0
0
10,557
0
0
0
0
0
Staff
Other
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
20,696
0
0
0
0
1,073
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
12,000
0
0
0
0
0
0
0
4,500
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
25
Fringe
Benefits
0
0
0
0
0
0
0
0
0
9,133
0
0
0
0
0
12,329
16,880
0
0
0
918
0
0
0
0
0
0
0
22,671
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
43,303
0
0
0
0
490
0
0
0
0
0
Current
Expense
4,165
101,138
37,582
16
59
2,013
1,577
2,297
1,259
987,079
900
1,205
2,030
0
1,581
166,718
540,110
0
670
5,829
6,359
10,729
13,047
20,478
3,548
102,709
945
0
262,073
1,202
58,893
14,264
13,542
19,173
9,440
700
50,492
8,924
4,498
4,288
5,792
(527)
18,294
14,139
8,424
108,710
883
2,500
0
14,930
44,738
1,530
9,512
92
9,912
2,914
Scholarships
1,039
12,715
34,896
630
8,312
1,940
1,848
403
491
174,778
784
6,643
0
651
0
0
0
2,298
305
3,586
14,307
4,676
0
27,113
1,801
0
0
1,680
0
1,756
0
0
0
26,703
0
22,478
0
7,573
0
0
0
15,606
5,696
0
0
0
6,026
5,815
2,116
0
0
1,111
12,961
1,079
0
4,952
Total
5,204
113,853
72,478
646
8,371
3,953
3,425
2,700
1,750
1,180,990
1,684
7,848
2,030
651
1,581
208,647
574,990
2,298
975
9,415
33,584
15,405
13,047
47,591
5,349
102,709
945
1,680
384,483
2,958
58,893
14,264
13,542
45,876
9,440
23,178
50,492
16,497
4,498
4,288
5,792
15,079
23,990
14,139
8,424
239,457
6,909
8,315
2,116
14,930
56,858
2,641
22,473
1,171
9,912
7,866
E0391
E0398
E0402
E0404
E0415
E0435
E0439
E0443
E0445
E0446
E0447
E0456
E0478
E0483
E0499
E0500
E0502
E0504
E0509
E0511
E0522
E0544
E0550
E0557
E0587
E0598
E0610
E0631
E0633
E0645
E0653
E0662
E0698
E0700
E0713
E0734
E0745
E0775
E0785
E0796
E0799
E0802
E0813
E0814
E0841
E0847
E0885
E0905
E0933
E0944
E1007
E1011
E1028
E1030
E1034
E1238
E1251
E1261
E1282
E1293
E1294
E1298
E1416
Endowment Name
Faculty
0
0
0
0
0
0
0
0
0
0
0
0
0
0
35,317
0
0
0
0
0
0
0
0
66,000
0
0
0
0
0
0
0
0
0
0
0
0
11,850
0
0
0
15,352
0
0
0
0
0
0
0
0
0
0
23,832
0
0
0
12,222
0
0
0
0
0
0
0
Staff
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
16,341
0
0
0
0
0
34,560
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
26
Other
0
0
0
0
0
0
405
0
0
0
0
0
0
0
2,200
0
0
0
0
4,695
0
6,750
5,400
1,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
7,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
0
0
0
0
0
0
0
0
0
0
0
0
0
0
14,565
0
0
0
0
0
0
3,080
0
16,717
0
0
0
0
0
13,612
0
0
0
0
0
0
2,618
0
0
0
3,876
0
0
0
0
0
704
0
0
0
0
6,134
0
0
0
2,232
0
0
0
0
0
0
0
Current
Expense
15,652
0
723
5
46,108
14,959
5,704
7,046
6,201
7
2,951
1,500
440
3,470
17,278
588
(41)
19,604
5,294
5,287
1,673
7,778
18,886
232,014
1,372
36,103
16,694
2,109
691
53,246
14,877
19,239
127,019
79,575
8,000
14,171
7,060
2,948
2,405
6,314
25,248
0
12,758
3,582
8,018
1,341
12,326
3,495
14,623
4,294
5,523
257,051
12,905
15,808
1,244
6,962
3,524
29,027
10,780
6,198
8,088
0
23,192
Scholarships
0
10,310
1,000
976
0
2,478
0
0
2,396
18,362
18,122
785
542
3,664
4,500
672
1,487
0
4,038
1,297
0
1,945
1,759
25,000
0
0
0
2,586
0
0
0
0
0
0
4,461
3,132
0
0
859
4,792
0
1,226
0
2,500
767
0
0
6,531
0
0
4,118
0
0
0
4,261
0
0
31,084
1,916
988
0
38,244
30,645
Total
15,652
10,310
1,723
981
46,108
17,437
6,109
7,046
8,597
18,369
21,073
2,285
982
7,134
73,860
1,260
1,446
19,604
9,332
11,279
1,673
19,553
26,045
357,072
1,372
36,103
16,694
4,695
691
101,418
14,877
19,239
127,019
79,575
12,461
17,303
21,528
2,948
3,264
11,106
44,476
1,226
12,758
6,082
8,785
1,341
20,030
10,026
14,623
4,294
9,641
287,017
12,905
15,808
5,505
21,416
3,524
60,111
12,696
7,186
8,088
38,244
53,837
Endowment Name
Jacob Schmidlapp Trust
Overseers Scholars Dev. Prog
KHC Professorship
Rachel Davis Endowment Fund
Tom Marsh Memorial Scholarship
John Dillon Jr. Physics Endow
Grawemeyer Adm/World Order
Grawemeyer Adm/Psychology
J A Dillon Fellow In Phys RCTF
Molfese-Sum Psych Res Program
History Department Travel Fund
Essleburn Endowed Scholarships
Lyons Brown Foundation
Audre Lorde Endowed Chair
A & S Professorship-State
Dr. Arno F. Spatola Fellowship
L Pedigo Scholarship Fund/Math
Spatola Phd Fellowships-State
OHP PAS Chair-State
N.L. Bullitt Lect Sculp Fund
Christian Scholarship Fund
Sutherland Chair In Glass Arts
Sutherland Chr In Glass-State
5Th/3Rd Bnk Prof In Com State
Chair In Judaic Studies Endow
Paul Weber Chair
Bullitt Christian Photo Fund
Weber Mentoring Fellowship
Chair In Judaic Studie E State
Marjory H & George H Yater
Liberal St.-Disting.Scholars
Disting.Scholars-State Match
Center For Asian Democracy
Center For Asian Dem-State
Weber Mentoring Fellow-State
Lucy Freibert Coll Quasi
Real Estate Center Fund
Fischer Senior Art Proj. Fund
Chemistry Endowed Chair-State
Chemistry Chair-Bloch-State
Fred W Bornhauser Endowment
Dario A Covi Scholarship Fund
Roggenkamp Scholarship Fund
Lang Endowed Fund-Asian Studie
Henry&Florence Gans Endowed
Lilialyce Akers Scholarship
Eastern Cemetery Records Endow
B. Bullitt Christian Endowment
N. IASIGI Bullitt Endowment
W.M. Bullitt Memorial Award
W.M. Bullitt Award-Math
McSweeny Fellowship Match-ST
Lang-Asian Studies-State
Paul Weber End Chr PS&R-ST
Frederick G Heath Scholarship
Cornett Entomological
Geraldine Hamlet Endowment-A&S
SUBTOTAL
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
6,500
0
0
0
0
0
0
0
0
0
0
0
0
37,480
0
0
0
0
36,758
0
0
0
0
6,500
0
0
0
0
0
0
32,925
0
86,750
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
601,630
0
16,000
0
0
0
0
9,430
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
30,000
30,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
158,100
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,084
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
49,034
510
9,620
0
0
0
0
785
0
0
0
0
0
0
12,613
0
0
0
0
10,601
0
0
0
0
0
0
0
0
0
0
0
18,587
0
11,496
23,641
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
257,115
13,188
13,191
27,593
0
6,082
34,240
24,785
35,000
91,882
6,230
1,755
1,620
2,742
54,291
62,006
1,758
902
43,015
120,553
4,602
1,679
39,665
68,117
7,210
46,900
15,128
2,292
1,478
77,951
1,299
21,375
57,197
186,340
132,381
1,433
2,488
3,842
2,289
141,635
69,874
8,932
164
3,675
38,954
1,976
8,736
1,919
0
0
127
0
335,691
30,594
14,440
0
0
0
5,845,528
27
Scholarships
0
0
0
1,410
1,601
15,527
0
0
18,421
6,748
1,491
1,654
0
0
0
0
3,538
0
0
0
5,636
0
0
0
0
0
0
3,908
0
5,164
0
0
0
0
1,066
0
0
0
0
0
0
1,546
4,176
0
10,828
24,000
0
1,470
1,470
500
588
38,082
0
0
867
0
0
801,902
Total
20,198
38,811
27,593
1,410
7,683
49,767
35,000
35,000
110,303
12,978
3,246
3,274
2,742
104,384
62,006
6,842
4,440
43,015
167,912
4,602
7,315
39,665
68,117
13,710
46,900
15,128
2,292
5,386
77,951
6,463
72,887
57,197
314,586
186,022
2,499
2,488
3,842
2,289
141,635
69,874
8,932
1,710
7,851
38,954
12,804
32,736
1,919
1,470
1,470
627
588
373,773
30,594
14,440
867
0
0
7,713,309
E0047
E0048
E0160
E0161
E0183
E0234
E0250
E0362
E0380
E0397
E0420
E0424
E0428
E0437
E0442
E0444
E0455
E0457
E0470
E0473
E0474
E0481
E0485
E0486
E0488
E0503
E0508
E0514
E0528
E0530
E0539
E0556
E0624
E0637
E0670
E0674
E0687
E0691
E0702
E0705
E0708
E0709
E0712
E0737
E0741
E0746
E0794
E0797
E0812
E0840
E0846
E0850
E0887
E0894
E0897
E0908
E0910
E0915
E0934
E1037
E1248
E1407
E1413
Endowment Name
COLLEGE OF BUSINESS
Natl Credit Mgmt Scholars
S. Zorn Scholarship
Labor Mgt Scholars
Brown & Williamson Chair ENT
Strickler W Award
Wm Strickler Scholarship Fund
Lynn, C S& Milah Scholars
Lynn International Fund
Burns Dr J Offutt Fund
Bowling Jc Scholars Fund
Cobb Family Fund
Entrepreneurship Chair
Disc Entrepreneuship
Fischer Entrepreneur
Burks Scholarship
Ferguson Travel Fund
Thornton Scholarship
Rechter Fam Scholars
Nardelli Scholarship
Stone Family Scholars
Shine M Inc Scholars
Mayer, Wf Fund
Craf, Jr Fellowship
Stamm Scholar-Economics
Schmidlapp,Jg Visiting Scholar
Morris E Fund
Nichols Res Award
Johnson B & C Chair
Brown-Foreman Chair-State
Fischer Chair-State
LODI Endowed Chair-UPS
Johnson Chair-Match
Buechel,Mina Fund
Bus Sch 25th Anniversary
Frazier Family Professorship
Ernst & Young
Klein Library Bequest
QFE-School Business
Brown Forman Chair MKT
Humana Scholars Accounting
Chase Entrepreneurship Fund
PNC Chair for Business
National City Fund for COB
QFE-V-Hart MBA Scholars
QFE-Kurfees Award
QFE-Heuser School of Business
QFE-College of Business
QFE-Labor/Mgmt Ctr
QFE-CET
Dept Mgmt Endowment Fund
Mills, Ralph Fnd Fund
Mgmt Scholarship-Community
Bowling Intl Program
Gardner Family Scholarship
Shampain Scholars - Business
Bryant Scholarship
Craf Society Endowment
COB Endowment Fund
Drummond Scholars
J H Hilliard Fund
Hilliard J H - State
Rechter Fam Sch Ii
Maxwell P. Spicker, Jr. fund
Faculty
Staff
0
0
0
73,000
0
0
0
0
0
0
38,000
72,093
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
80,067
0
0
0
0
0
35,000
0
0
0
80,000
0
18,000
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
20,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
20,000
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
28
Other
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
Current
Expense
0
0
0
34,678
0
0
0
0
0
0
6,637
0
0
5,467
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,467
0
0
0
0
11,107
0
0
0
20,087
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
50,000
30,846
2,184
0
0
0
0
0
28,863
35,000
31,057
21,820
0
35,092
18,000
29,000
0
0
0
0
2,300
0
35,576
0
31,757
46,078
18,000
25,546
137,072
33,900
304,858
390,200
32,816
10,000
78,992
52,633
89,984
4,000
31,768
0
0
4,600
2,700
14,000
7,875
12,158
4,628
11,498
10,071
0
0
9,000
5,000
11,000
1,900
37,357
2,000
0
15,000
15,000
0
Scholarships
2,491
1,848
37,672
0
0
4,994
2,479
10,981
2,885
10,703
0
0
0
0
1,696
0
15,067
35,301
8,918
1,926
764
1,917
2,027
1,934
0
626
0
0
0
0
0
0
0
0
0
23,209
0
0
0
3,138
0
0
0
4,080
2,006
17,001
0
0
0
0
0
2,763
1,027
3,856
3,719
4,840
0
0
2,160
6,588
6,642
16,740
2,026
Total
2,491
1,848
87,672
138,524
2,184
4,994
2,479
10,981
2,885
10,703
73,500
107,093
31,057
47,287
1,696
35,092
33,067
64,301
8,918
1,926
764
1,917
4,327
1,934
35,576
626
31,757
46,078
98,067
51,013
137,072
33,900
304,858
390,200
78,923
33,209
78,992
52,633
190,071
7,138
49,768
0
0
8,680
4,706
31,001
7,875
12,158
4,628
11,498
10,071
2,763
1,027
12,856
8,719
15,840
1,900
37,357
4,160
6,588
21,642
31,740
2,026
E0119
E0145
E0326
E0335
E0366
E0388
E0448
E0487
E0501
E0553
E0589
E0742
E0768
E0935
E0938
E0939
E1015
E1052
E1281
E1329
E1418
E1514
E1538
E1544
E1548
E1587
E1588
E1665
E1677
E1681
E1682
E1685
E1798
E1821
Endowment Name
STRICKLER WOODROW M CHAIR
Grief Scholarship
Green, Ollie Tax Award
Wimsett Scholarship
Vollmer Fund
50th Anniversary Scholarship
W.M. Strickler Chair-State
Miranda Scholarship
Ewab Scholarship
Glass, Ray Scholarship
Mcbride Scholarship
Horn Fdn Franchising Prg-Gift
Horn Franchising-State Match
AEGON ACTUARIAL SCHOLARSHIP
Bracker-Clouse Scholarship
BB&T Distinguished Professor
WATKINS, LOWRY JR FINANCE SCP
Forcht Center Entrepreneurship
AEGON ACTUARIAL SCIENCE
Watkins, Lowry Jr Lecture Fund
Denny, Charles P Scholarship
BB&T Free Enterprise-State
PNC Professorship in Finance
Anna Schulman Trust Fund
SUBTOTAL
SCHOOL OF DENTISTRY
Henderson, Rl Memorial
Stern Std Assist Fund
Blackerby Fund-Dental
Skaggs James E Foundation
O&M Surg Development Fund
Mc Guinn Scholarship Fund
Broadbent Family Endowed Schol
Woodwad Scholarship
Delta Dental Professorship
Delta Dent Professorship-State
Century Club Fund
Afe-School Dentistry
Humana Scholars Dental
Dorman F Loan Fund
Simulated Patient Ed
Myers R E Scholars
Douglas T A Memorial Scholars
Mattingly,John & Carol Fund
Findley C E Scholars
Elliott-Ped Dentistry
PEMBER FUND DENTAL
Gifts-Endowed Ortho Faculty
Huff Endowed Scholarship Fund
Dental Hygiene Legacy Endowmen
Kathryn Seibert Endowment
Miller Pathology Endowment
Greene Birth Defects Endowment
Wilson Fund-Teaching Excellenc
Wood Currens Faculty Award
J&R Freeman Endowed Scholar
Mick Simulation Fund
Wade & Christopher Ward Schola
Little Lectureship-Dentistry
Edwards Chair In Oral Surgery
Faculty
Staff
Other
Fringe
Benefits
60,000
0
0
0
0
0
60,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
50,000
0
566,160
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
40,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2,000
5,000
0
7,000
7,584
0
0
0
0
0
2,341
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4,641
0
98,009
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
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
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
29
Current
Expense
Scholarships
Total
0
0
1,409
0
6,252
0
0
0
0
0
0
8,747
7,585
0
0
9,962
0
89,305
6,429
1,741
0
27,166
29,489
0
1,959,214
0
2,865
0
1,921
0
2,602
0
664
3,604
4,394
3,770
0
0
471
1,470
0
4,421
0
0
0
6,104
0
0
0
276,310
67,584
2,865
1,409
1,921
6,252
2,602
62,341
664
3,604
4,394
3,770
8,747
7,585
471
1,470
9,962
4,421
89,305
6,429
1,741
6,104
29,166
89,130
0
2,946,693
39,314
3,400
64,197
10,799
78,125
3,198
3,217
1,166
114,212
115,209
29,219
38,138
1,685
76,151
106,459
3,499
4,459
12,730
1,812
2,231
3,133
74,687
6,462
13,388
5,612
4,716
10,402
3,247
1,684
1,148
2,566
539
10,934
2,314
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
39,314
3,400
64,197
10,799
78,125
3,198
3,217
1,166
114,212
115,209
29,219
38,138
1,685
76,151
106,459
3,499
4,459
12,730
1,812
2,231
3,133
74,687
6,462
13,388
5,612
4,716
10,402
3,247
1,684
1,148
2,566
539
10,934
2,314
Endowment Name
Little Lectures-Dental
Kettig, Dr Edward Memorial Fun
Burgess Scholarship Loan Fund
SUBTOTAL
Faculty
Staff
0
0
0
0
Other
Fringe
Benefits
Current
Expense
Scholarships
Total
0
0
0
0
0
0
0
0
0
0
0
0
1,119
0
0
851,171
0
0
0
0
1,119
0
0
851,171
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
16,080
0
0
0
0
0
16,080
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
1,622
2,656
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,420
0
0
0
0
0
9,698
7,814
20,361
583
94,462
1,872
111,783
1,321
3,296
284
125,201
16,699
12,654
633,275
375
195,163
2,180
34,004
33,384
199
11,282
349
10,098
176
133
177
459
13,500
377
4,677
228
270
344
1,336,980
61,499
0
1,770
0
9,504
0
7,774
13,195
1,085
0
0
15,180
0
2,470
0
21,727
0
0
399
17,358
2,058
1,461
882
7,048
674
4,370
0
1,477
0
673
862
823
172,289
69,313
20,361
2,353
94,462
11,376
111,783
9,095
16,491
1,369
142,559
38,355
27,834
633,275
2,845
195,163
23,907
34,004
33,384
598
28,640
2,407
11,559
1,058
7,181
851
4,829
35,000
1,854
4,677
901
1,132
1,167
1,569,783
E0061
E0089
E0115
E0134
E0229
E0290
E0379
E0400
E0429
E0476
E0533
E0551
E0612
E0664
E0671
E0693
E0710
E0738
E0787
E0893
E0918
E1016
E1041
E1045
E1258
E1268
E1466
E1572
E1611
E1680
E1684
E1703
E0793
0
0
0
0
0
0
1,046
1,046
0
0
1,046
1,046
E0014
E0064
E0179
E0601
E1498
E1541
E1631
E1632
E1676
E1744
E1762
E1825
0
0
0
0
0
0
26,095
8,988
0
0
3,234
14,526
52,843
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10,117
11,673
0
0
432
889
23,111
0
0
0
0
0
0
3,994
1,376
0
0
133
0
5,503
4,006
948
12,205
0
61
23
25,186
19,074
843
2,217
2,382
9,949
76,894
0
0
0
14,459
21,666
1,968
0
0
690
10,017
0
0
48,800
4,006
948
12,205
14,459
21,727
1,991
65,392
41,111
1,533
12,234
6,181
25,364
207,151
0
0
0
0
0
0
0
0
0
0
0
0
15,492
990
39,434
0
0
17,433
15,492
990
56,867
E0008
E0010
E0020
30
Endowment Name
Mann, C Scholarship
Adams Professorship Law
Brandeis Scholarship
Lewis Scholarship
Grauman Scholarship
Flexner, Bernard Fund
Huffaker Scholarship
Greenbaum, Sl Award
Zollinger Scholars Law
Volz, Memorial Scholarship
Meredith Book Award
Lewis Scholarship Fund
Simon Scholarship
QFE-Harter Chair Law
Post Scholarship
Seimdman, L Scholars
Miller & Chevalier
Karen Allen Scholarships
A D T & S Mem Scholars
Prof Responsibility Law Award
Franklin, L Speak Fund
O'Donnell, H B Fund
Oexmann Law Fund
Perry, E Endow Scholars
Moss,George Award
Fellow, W T&C Law
O.S&W PLLC Faculty Award
Middleton,Eg Faculty Awd
B,T&H Faculty Award
Ferreri Family Endowment
Lewis B Faculty Award
Ballantine Faculty Award
Wade&Owen Scholar Fund
Petrilli Professorship
Allen Cm Faculty Fellowship
Boisseau D T Scholars
Judge Stumbo Scholars Fund
Davidson Teach Fellows
Greenebaum Pubsvc Program
Green Doll Mc D Fund
Kelley Law Sch Endowment
Oldfather Ann B Fund
Trautwein Law Endowment
Gordon Jf Memorial
Franklin & Hance Fund
Smst &K Law Scholarship Fund
Sorenson Scholarship
Stallings Chair-Law
H E Frick Scholarship
Fahey J Memorial Scholars
Bullitt W M Law Fund
Stallings Chair-State
Boehl Chair Health State
Boehl Chair Law-State
Fields, Wh Memorial
Law Alumni Endowment
Judge Miller Gift
Brandeis Law School
Jayes, Rc Mem Fund
Highbaugh Law Fund
QFE Law School
QFE-Law Scholarships
QFE-Minority Scholars
Faculty
Staff
0
0
0
0
0
48,501
0
0
0
0
0
0
0
53,502
0
0
0
0
0
0
0
0
0
0
0
12,000
0
0
8,000
4,000
4,000
2,000
0
56,000
2,000
0
0
8,100
0
3,000
0
4,000
0
0
0
0
0
24,960
0
0
0
24,960
25,000
22,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
17,239
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
54,243
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
31
Other
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
Current
Expense
0
0
0
0
0
10,191
0
0
0
0
0
0
0
10,063
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,482
0
0
0
1,308
7,216
0
0
0
0
0
0
0
0
10,684
0
0
0
10,684
4,862
31,909
0
0
0
0
0
0
0
0
0
99,379
72,337
54,773
4,270
11,995
121,701
2,737
22,414
1,796
13,991
1,981
6,004
16,290
3,000
5,587
6,389
10,812
31,887
6,432
11,978
7,830
15,197
3,253
32,544
3,815
4,470
5,959
7,000
13,690
6,420
6,679
6,824
17,659
41,000
5,823
38,764
8,240
34,667
5,000
3,126
87,374
13,850
12,994
5,638
13,944
11,061
148,505
25,374
6,442
6,959
1,682
27,859
33,647
132,097
968
47,960
7,562
28,624
4,339
3,046
200,609
20,720
3,777
Scholarships
46,232
0
810
3,952
9,174
0
925
2,648
297
13,980
250
2,989
3,542
0
2,122
2,138
6,366
15,845
1,097
2,944
0
5,851
2,239
0
1,047
0
0
0
0
0
0
0
8,389
0
0
12,547
4,080
0
0
0
0
0
6,557
2,573
0
4,070
59,787
0
6,948
6,407
0
0
0
0
0
0
0
15,713
1,376
887
0
4,209
900
Total
145,611
72,337
55,583
8,222
21,169
180,393
3,662
25,062
2,093
27,971
2,231
8,993
19,832
83,804
7,709
8,527
17,178
47,732
7,529
14,922
7,830
21,048
5,492
32,544
4,862
16,470
5,959
7,000
21,690
10,420
10,679
8,824
26,048
100,482
7,823
51,311
12,320
44,075
66,459
6,126
87,374
17,850
19,551
8,211
13,944
15,131
208,292
61,018
13,390
13,366
1,682
63,503
63,509
186,006
968
47,960
7,562
44,337
5,715
3,933
200,609
24,929
4,677
E0003
E0004
E0005
E0006
E0007
E0072
E0080
E0091
E0092
E0104
E0129
E0136
E0148
E0158
E0162
E0173
E0232
Endowment Name
Thomas, Roger Foundation
QFE-Law School Library
QFE-Judge Allen Scholars
QFE-Stites & H Scholars
Major, Dale R Scholars
Merritt, James R Fund
Petrilli Scholarship
Law Alumni Foundation Endow
Wyatt Tarrant& Combs
Burnett Fund
Berry Fund - Law
Fischer J Scholars
Intellectual Property Chair
Schmid H M Scholars
Hodge J Law Fund
Barlow Skills Fund
Burnett Dl Scholars
Judge Olga S. Peers Scholars
Justice Charles Reynolds Shlsp
SBF/G William Brown Memorial
Robert Rodes Miller Scholars
Judge Ellen Ewing Internship
Wm Marshall Bullitt Nat Mt Ct
S. Russell Smith, Sr. Sch. Fun
Wm Marshall Bullitt Mem. Schol
Lively Wilson Prof. Skills
Medford Lee Scholarship
Joseph Stopher mem. scholarship
WM B Peden Memorial Fund
WM Marshall Bullitt Lectureship
McAnulty Scholarship Endowment
Ousley Endowed Scholarship
Norvie Lay Moot Court
W.M. Bullitt Mem Award/Con Law
Helfat Endowment
Little Lectureship-Law
Rachel & Wallace Thacker Schlr
Wyatt Distinguished Speaker Fu
Wyatt Faculty Develpment Award
Little Lectures-Law
Herbert Boehl-Trust Fund
Boehl Trust-Entrepreneurship
SUBTOTAL
UNIVERSITY LIBRARIES
Ray Ophthalmic Library
Young, Ernest W
Wilhelm Fund For Library
Kain Gift Library
Bingham Library Fund
Joyes, M Memorial
Ben Washer Book Fund
Robert G. Evans Fund
Ryan Memorial Fund
Bingham Book Fund
Levine, Dr Book Fund
Koster Fund Lib-Humanities
Ekstrom Book Coll
Bingham Sus Library Endw
Oppenheimer Endowment
Friends Endowment
Buddeke,Ch Sr Mem Fund
Faculty
Staff
0
0
0
0
0
0
0
0
8,000
0
0
0
23,000
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
333,023
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
71,482
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
Fringe
Benefits
Current
Expense
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
0
0
0
0
0
294
0
0
0
6,821
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
97,514
5,883
6,736
8,118
17,416
15,161
39,040
9,938
33,435
7,424
6,163
8,728
12,957
184,196
40,055
5,067
766
4,617
16,156
9,590
5,370
10,283
3,129
3,439
4,958
0
1,962
2,173
2,288
13,706
934
785
1,281
8,805
0
2,904
10,458
0
0
0
0
0
0
2,178,581
3,240
0
2,901
4,773
7,917
0
1,880
0
0
0
4,247
4,707
0
12,803
0
0
1,710
3,060
2,299
0
10,892
0
0
9,981
9,771
0
1,510
1,957
0
0
4,183
3,500
0
587
0
0
1,208
0
0
0
0
0
369,450
9,123
6,736
11,019
22,189
23,078
39,040
11,818
33,435
15,718
6,163
12,975
17,664
214,017
52,858
5,067
766
6,327
19,216
11,889
5,370
21,175
3,129
3,439
14,939
9,771
1,962
3,683
4,245
13,706
934
4,968
4,781
8,805
587
2,904
10,458
1,208
0
0
0
0
0
3,050,050
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
185
3,771
989
7,452
12,123
398
2,969
2,496
330
1,400
3,494
44,603
9,417
23,765
7,557
28,402
2,039
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
185
3,771
989
7,452
12,123
398
2,969
2,496
330
1,400
3,494
44,603
9,417
23,765
7,557
28,402
2,039
Other
32
Scholarships
Total
Endowment Name
Fine Arts Library Endowment
Acquis Freibert Fund
Woodcock Society Fund
Karl Anne S Book Fund
Segal Memorial Theater Fund
Gerard Mary Fant Fund
Vick, Helen Hardy Fund
Crady, Jessie B Fund
Bullitt Book Fund
Communication Chair-State
Greene Gift Rare Books
Brandeis Library Fund
Ballard Library Fund
Railroad Book Fund
Conservation Book Fund
Med Library Endowment
Rare Book Endowment
Rennert Beq Mus Library
Podoll, Dr E Memorial Library
University Library
Kersey, Laura Library
Dunbar, W Library
Photographic Archive
QFE-Library Acquisition
QFE-E D Axton Sr Fund
Afe-Medical School Library
Galloway, L Library Fund
QFE-Library-A&S
QFE-Library-Business
QFE-Library-Dental
Library Associates
Bramson, Sj Memorial Fund
Koster Reading Room
Eskind Fund Library
Weisert Library Fund
E J Schneider Fund
Barbour Library Fund
Library Minority Intern
Ekstrom W F Bequest
Hertz Library Endowment
Muir-Hogenauer Endowment
Cressman Art Library
Turner E Library Collections
Christian BB Mem. Book Photo
Grawemeyer Alloc/Ekstrom Libra
Nora L. Bullitt Memorial Fund
Lib Endowment For Technology
Art Kittower Library Fund
MCWhorter Memorial Endowment
Margaret Ford Book Fund
L Watkins, Jr Book Fund-Fin
M C Adolph-Moser Book Fund
E.W. Leake, Jr. Mem Fund
Hannelore B Rader Book Fund
Altshelter Memorial
SUBTOTAL
Faculty
0
0
0
0
0
0
0
0
0
62,050
0
0
0
0
0
10,978
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
62,050
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
135,078
Staff
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,844
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
8,844
33
Fringe
Benefits
Other
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
14,437
0
0
0
0
0
3,442
0
0
0
0
0
0
3,073
0
0
0
0
0
0
0
0
0
0
0
0
14,437
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
35,389
Current
Expense
138,583
1,634
4,974
4,075
1,876
3,374
3,800
9,897
5,928
21,051
13,913
14,178
1,718
603
998
10,568
1,932
3,420
3,005
120,437
109,167
2,198
35,091
38,588
3,091
2,063
6,491
8,792
2,652
610
32,484
13,635
10,751
6,419
10,900
193,957
3,007
2,905
14,844
18,449
43,013
14,095
2,536
3,150
60,000
3,909
2,081
549
1,121
1,843
738
587
571
2,092
0
1,169,733
Scholarships
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
6,001
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,001
Total
138,583
1,634
4,974
4,075
1,876
3,374
3,800
9,897
5,928
97,538
13,913
14,178
1,718
603
998
24,988
1,932
3,420
3,005
120,437
109,167
2,198
47,008
38,588
3,091
2,063
6,491
8,792
2,652
610
32,484
13,635
10,751
6,419
10,900
270,444
9,008
2,905
14,844
18,449
43,013
14,095
2,536
3,150
60,000
3,909
2,081
549
1,121
1,843
738
587
571
2,092
0
1,355,045
E0009
E0011
E0013
E0015
E0016
E0017
E0018
E0028
E0030
E0037
E0040
E0042
E0045
E0051
E0052
E0053
E0056
E0060
E0065
E0066
E0074
E0077
E0078
E0079
E0083
E0088
E0093
E0094
E0098
E0107
E0112
E0118
E0121
E0122
E0124
E0128
E0131
E0132
E0138
E0140
E0143
E0146
E0149
E0151
E0152
E0155
E0159
E0163
E0165
E0168
E0169
E0171
E0177
E0178
E0180
E0189
E0191
E0192
E0195
E0199
E0200
E0205
Endowment Name
SCHOOL OF MEDICINE
Stein, Dr J Fund
Hagan Memorial Fund
Uhde, George I Fund
Mccullough, James C
Homberger Library Fund
John F & Jean W Broeker Fund
Spafford Ackerly Scholars
Tuley, Henry E Prize
Simpson Scholarship
Palmer, E R
Humana Scholars Medicine
Threlkel Scholarship
Newberg Scholarship
Moren Scholarship
Williams Scholarship
Ford Scholarship-Medicine
Mccullough Scholars
Muss, Dr Israel Memorial
Miller, A J Endowed Chair
Green Prize Fund
Lathan Prize Fund
Wershaw Educ-Res Fund
Barkley Research Fund
Pfingst, Adolph Fund
Smith, Ruby Jane Foundation
Curran Pope, Dr Curr
Patterson Fund
Elmore, Dr Fund
Humana Scholar Medky
Martin, Dr Mem Fund
Cooke, V V Chair
Willams, M Prize
O'Connor, P Fund
Pedigo, Gw Scholars
Clifton, D E Memorial Fund
Trover, Barton C Memorial
Med Class '77 Chair
Trover, Ruth T Memorial
Fink, Ira Student Fund
Kimsey-Taylor, Ls Fund
Cole, Arch Seminar
Pritchett Scholarship
Caldwell Scholarship
Brady, Dr John A Memorial
Baxter, D E Chr Ob/G
Towery, Bt Memorial Fund
Beard Chair Hemtolgy
Gordon, Ss Award Fund
Moore, Wr Chair Family
Smith, Dr S Med Scholars
Kash Mem Schol-Anatomy
Brookover,C Scholar Fund
QFE-Joyes Chair
Humana Scholars Medicine
Ratterman, Dr B Scholars
Fallis, Phil Med Scholars
QFE-Duggan Chair
QFE-Fischer Professorship
Litchfield, Hf&R
Wade/Owen Scholarshp
Cleveland, Pb Award
Miles, Jeffrey Scholars
Faculty
Staff
Other
Fringe
Benefits
0
0
0
0
0
54,346
0
0
0
0
0
0
0
0
0
0
0
0
125,749
0
0
0
0
0
0
0
0
0
0
0
77,117
0
0
0
0
0
0
0
0
0
0
0
0
0
125,110
0
160,632
0
6,403
0
0
0
27,108
0
0
0
21,553
55,204
0
0
0
0
0
0
0
0
0
72,047
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
14,457
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
18,850
0
0
0
0
0
0
0
0
0
22,500
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
0
0
0
0
0
33,745
0
0
0
0
0
0
0
0
0
3,199
34,821
0
0
0
0
0
0
0
0
0
0
0
0
19,725
0
0
0
0
0
0
0
0
0
0
0
19,440
0
0
0
0
0
0
0
0
0
0
0
0
0
21,542
0
32,578
0
1,256
0
0
0
5,124
0
0
0
13,323
8,847
0
0
0
0
34
Current
Expense
23,802
21,884
20,680
9,500
383,152
377,874
7,995
1
10,357
1,163
921
216
8,875
1,211
3
1
13,253
1
55,154
3,809
10,240
26,353
32,215
39,268
14,373
1,846
1
2
7
4,896
55,331
16,867
4,608
53,840
44,829
14,705
9,205
14,515
15,907
5,768
5,919
7,842
5,062
10,175
72,318
17,608
(9,007)
7,071
35,068
2,664
25,620
2,595
427,139
38,528
11,277
244,973
75,052
71,893
121,871
13,468
395
9,715
Scholarships
0
0
0
2,340
0
0
0
2,033
31,146
5,250
1,540
193
2,429
1,848
1,848
791
12,112
581
0
983
623
0
0
0
6,331
310
4,129
2,576
61,794
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
Total
23,802
21,884
20,680
11,840
408,851
539,088
7,995
2,034
41,503
6,413
2,461
409
11,304
3,059
1,851
792
25,365
582
200,628
4,792
10,863
26,353
32,215
39,268
20,704
2,156
4,130
2,578
61,801
4,896
166,345
16,867
4,608
53,840
44,829
14,705
9,205
14,515
15,907
5,768
5,919
7,842
5,062
10,175
218,970
17,608
184,203
7,071
42,727
2,664
25,620
2,595
459,371
38,528
11,277
244,973
162,523
135,944
121,871
13,468
395
9,715
Endowment Name
Huang, KC Scholars
Sarchet Med Scholarship
Marshind, Ora Fund
Clifton,Dewey Memorial Fund
Kaufmann Fund
Troutman,Wb Memorial Fund
Allen,Dr I Scholarship
Gheens Scholarship
Gilbert Patrick F D
Longmuir, C R Fund
Humana Med Impr Fund
Fine B Mem Lecturship
Aaron Scholarship Fund
Ruble Wg Award
Assoc Path/Riehm Scholars
Doll, Gladys Fund
Stambaugh Hum Lectureship
Ziegler, A Bequest
Sutcliffe Joan M Fund
Roenn Kf Von Chair
Leight Dr L Scholarship Fund
Gross Family Lecture Fund
Weakley Chair-Oncology
Alpha Nu Award Fund
Ice John Memorial Lecturship
Smith Nancy M Fund
Barnerjee Lily Res Fund
Kolb Chair-Out Psychology
Moore Je Med Sch Fund
Kleinert/Kutz Professorship
Worley Scholarships
Ferguson EC Endowment Fund
Ferguson Memorial Res Fund
Collins Scholarship
Weiner Endowed Fund
Dugan/Vance Memorial Fund
Martinez S A Endowment
Garretson Res Fund
Waterman/Abrams Award
Kimsey, Lf & Kh Lecturship
Goebel Memorial Scholarship
Dr E Podoll Lecture
Jewish Hospital Endowment
Bloch Lectureship
Petersdorf Chair
Children's Hospital Fund
Norton Hospital Fund
Solomon/Stroehlein
Ortner Scholarship
Kong-Oo Goh Scholarship
Stodghill Foundation Chair
Quaife Fund-Family Practice
Bumgardner Professorship
Barnstable-Brown Fund
Weakley Chair-Anesthesiology
Jewish Foundation Mas Fund
Dir-Brown Cancer Center
Medical Alumni Scholars
Keeney Chair-Ophthalmology
Grider, P Memorial Scholars
Gibson Chair-Medicine
J & R Schwab Chair
Graves Scholarship
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
0
0
0
0
8,785
0
0
0
0
0
0
0
0
0
0
0
0
53,865
0
37,743
0
0
49,897
0
0
0
0
183,234
0
0
0
0
0
0
7,674
0
0
23,415
0
0
0
0
42,973
0
0
0
0
0
0
0
49,691
0
25,750
21,327
57,983
115,478
39,607
0
0
0
0
0
0
0
0
0
0
0
55,739
0
0
0
0
0
0
0
0
0
0
0
0
0
4,631
0
0
18,739
0
0
0
0
0
0
0
0
0
0
0
0
13,353
0
19,988
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
68,698
0
0
60,032
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
3,112
0
0
0
0
9,876
0
0
0
0
24,375
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
6,235
24,501
0
0
0
0
0
0
0
0
0
0
0
11,347
0
7,997
0
0
13,120
0
0
0
0
33,047
0
0
0
0
1,438
0
1,260
5,745
0
15,538
0
0
0
0
6,479
0
0
0
0
0
0
0
10,429
0
5,074
5,300
8,270
30,728
6,269
0
23,270
0
0
0
0
239,814
217,750
80,973
3,039
69,669
201,171
40,618
142,603
284,034
2,013
484,119
18,058
3,263
1,073
1,561
20,391
53,594
99,408
37,201
49,835
3,629
131,225
56,378
3,224
97,648
114,372
59,678
98,000
27,196
310,390
7,855
86,570
12,681
545,394
83,969
228,706
6,983
235,229
11,679
113,709
7,972
2,752
96,290
11,888
288,719
248,932
193,894
4,099
49,671
8,778
275,560
11,128
35,411
76,793
314,473
43,610
45,780
11,516
104,793
12,977
49,432
20,574
705
35
Scholarships
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total
239,814
217,750
80,973
3,039
84,689
281,411
40,618
142,603
284,034
2,013
484,119
18,058
3,263
1,073
1,561
20,391
53,594
164,620
37,201
100,206
3,629
131,225
138,134
3,224
97,648
114,372
59,678
317,393
27,196
310,390
7,855
86,570
23,995
545,394
92,903
247,804
6,983
318,545
11,679
113,709
7,972
2,752
145,742
11,888
288,719
248,932
193,894
4,099
49,671
8,778
335,680
11,128
66,235
103,420
380,726
258,514
91,656
11,516
188,095
12,977
49,432
20,574
705
Endowment Name
Brown-Genetics
Brown-Gene Therapy
Strauss Award
Keeney Chair State
Jewish Hospital Chair State
Petersdorf Chair-State
Weakley Chair-State
Barnstable/Brown Chair-State
Bumgardner Chair-State
CHF/Chair-Pediatric State
Brown Fnd Chair State
Jewish Foundation Chair-State
Neuro Surgery Chair-State
Spine/Head Chair-State
Mm Evans Funds-State
Spine/Head Chair (2)-State
Norton-Bucks/Brains
Brown-Genetics State
Brown-Gene Thera State
Rudd Mc&Md Fund
Brown,Alyne Franklin
Lang, Carolyn Fund
Child Psychiatric Re
Bales Research Fund
Kinsolving Fund
Moore, Dr J W Fund
Newmark, L Bequest
Osterman Prize Fund
Medical Alumni Fund
Kentucky Colonels Fund
Glaszebrook,James R
Griswold Lecture
Barbour, H G Prize
The Class Of '53 Fund
Medical School Gener
Barr, John W Estate
Louisville Medical F
Sammis Fund
Ehrmann, H Fund
Moore Cancer Fund
Wheeler,Minnie Fund
Ford Ftdn General
Murphy Pulmonary Res
Starr, S Professorat
Mains, Janke Memorial
Clymer, J Med Scholars Fund
Dulaney, Dr Octavus
Miller, Dr F Memorial Scholars
Kreps Endowment Fund
Calhoon, T Memorial Fund
Cancer Research Fund
Andrews End Chair Pediatrics
Segal, T Lecture Fund
Pomeroy Res Endowment Fund
Townes, Dr Mem Endowment Fund
Wald, H Research Fund
QFE-School Medicine
QFE-Res Anatomy Department
Ackerly Memorial Fund
QFE-Res School Of Medicine
QFE-Res Cancer
QFE-Res Microbiology
QFE-Res Anesthesia
Polk/Banerjee Chair
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
27,206
0
500
29,682
54,219
0
54,210
20,565
40,231
0
104,233
61,358
0
23,815
0
0
45,873
27,206
45,795
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
169,642
0
0
0
0
69,059
0
0
0
0
0
0
63,247
0
0
0
20,836
0
0
0
0
0
0
0
159,656
0
0
0
0
0
0
0
26,061
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
122,592
0
4,069
0
0
0
0
0
0
0
0
0
24,889
0
0
37,949
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
17,644
0
0
0
0
0
16,217
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
56,326
0
0
0
0
0
0
0
0
0
0
0
0
0
0
500
0
0
0
0
0
0
0
5,154
0
36
17,285
7,372
0
7,732
1,713
8,889
0
16,370
69,960
0
4,660
2,560
0
8,609
5,154
9,659
7,638
1,272
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
56,072
0
1,277
0
0
0
0
0
0
0
54,994
0
9,019
0
0
31,834
0
0
0
0
0
0
11,708
99,076
127,585
2,013
62,264
48,476
287,034
305,085
40,735
83,920
182,027
74,451
21,825
238,690
115,880
173,972
160,189
19,202
107,469
26,875
40,092
4,334
11,255
13,751
375,243
4,503
163,339
3,185
10,316
16,123
5,251
58,974
18,484
7,426
9,732
111,802
13,406
3,164
157,095
26,088
6,575
260,175
84,441
61,376
11,388
792
117,301
30,161
29,234
11,291
33,628
55,510
201,689
33,469
19,451
3,485
31,237
132,726
25,848
5,908
6,029
1,832
906
3,009
263,709
36
Scholarships
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total
131,436
127,585
2,549
130,067
110,067
287,034
367,027
63,013
133,040
182,027
195,054
312,799
238,690
144,355
194,176
160,189
73,684
139,829
82,329
73,791
21,823
11,255
13,751
375,243
4,503
163,339
3,185
10,316
16,123
5,251
58,974
18,484
7,426
9,732
111,802
13,406
3,164
157,095
26,088
6,575
260,175
319,431
61,376
16,734
792
117,301
30,161
29,234
11,291
33,628
55,510
426,325
33,469
53,359
3,485
31,237
272,068
25,848
5,908
6,029
1,832
906
3,009
338,664
Endowment Name
QFE-Chair Surgery
QFE-Dept Pediatrics
QFE-Ob/Gyn
QFE-C. Smith Lectureship
QFE-Research Pharmacology
QFE-Chair Gen Medicine
QFE-Psychiatry
QFE-Dept Orthopedics
QFE-Otolaryngology
Anna Krebs Al & Anna
QFE-Polk Scholarship
QFE-Christopherson
QFE-Urology Dept
QFE-Ackerly Chair
QFE-Chair Orthopedic Surgery
Humana Scholars Medicine
QFE-Keeney Chair Res
QFE-Chair Internal
Erving, Henry Bequest
Knoefel, Peter K Award
Price Memorial Endowment Fund
Williams, H Travel
Brohm, Dr Endowment Memorial
Surgical Resident Re
QFE-Physiology
Rosenfeld, Dr Memorial Fund
Keller, Wk Endowment Fund
Kerr, Salome Medicine Scholars
Benedict, Jc Scholars
Hormone Rec Lab Fund
French, Am Mem Scholars Fund
Lapaille, C R Gift
Tg Day Chair Gyn-Onc
Baker, Lois M Fund
Hamilton Bequest To BCC
Stege, Martha H Endowment
Evans End Chair-Opht
Evans Resource Fund
Lieberman H Endowment Fund
Knoefel, P Endowment Fund
Pharm & Toxicol Fund
Shampain Sch-Medicine
Wilson Endowment Fund
Evans Research Endowment
Ky Med Assoc Endowment
Banerjee Endowment
Neurosurgery Chair
Jones, John H Fund
WJ Waddell Seminar
Spinal Chair Match 2
Nelson End Fund-Medicine
MED/MSPA Endowment Fund
Roberts Gift Medical School
Files Fund Psychiatry
Spine&Head Chair 3
Heuser Hear Res Chr
Caldwell Chair-State
Heuser Chair-State
PLLC Emergency Medicine
Burnam Fund
J G Brown Endowed Chair
Chair - Hepatology
Chair-Hepatology-State
Kamdar Scholars-Medicine
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
45,751
0
0
0
0
0
0
0
0
0
0
50,379
25,716
100,000
0
0
0
0
0
0
0
0
0
0
0
0
23,187
0
0
0
0
0
72,881
0
0
0
68,039
36,566
0
81,623
32,381
0
15,130
0
0
0
0
0
0
0
40,846
0
0
0
0
0
0
0
0
0
21,440
10,021
10,021
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
15,866
0
0
69,181
3,652
0
0
74,520
0
0
0
0
0
0
0
0
0
0
18,911
0
0
0
0
0
4,879
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,352
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4,000
0
0
22,300
110,430
0
0
0
0
0
0
0
0
0
0
0
0
250
0
0
0
0
0
0
0
0
0
0
8,666
0
0
0
0
0
0
0
0
0
0
9,095
4,303
15,657
0
0
0
0
0
0
1,502
0
0
0
0
0
5,369
0
0
0
0
0
12,440
0
0
0
21,903
9,163
0
45,758
44,669
0
7,498
27,811
0
0
0
0
0
0
20,499
0
0
18
6,247
0
0
0
0
0
6,056
1,907
1,907
0
293,824
13,015
17,683
35,446
3,260
1,683
358
7,575
17,626
146,227
28,746
349,651
11,287
1,482,607
6,057
505
5,330
3,491
12,565
10,741
13,330
29,584
45,045
34,365
32,893
42,090
68,688
416,169
460,408
1,695
20,024
57,534
36,746
18,553
26,174
22,063
72,157
27,004
46,193
1,036,193
898,507
3,503
125,871
33,125
1,879
2,069
72,448
36,774
20,003
159,123
56,083
261,764
172,925
17,303
195,234
78,037
131,003
78,895
130,551
5,196
9,399
110,550
113,931
1,427
37
Scholarships
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total
348,241
13,015
17,683
35,446
3,260
1,683
358
7,575
17,626
146,227
28,746
409,125
41,306
1,598,264
6,057
505
5,330
3,491
12,565
10,741
23,184
29,584
45,045
34,365
32,893
42,090
97,244
416,169
460,408
1,695
20,024
57,534
122,067
18,553
26,174
22,063
181,965
72,733
46,193
1,255,055
1,089,639
3,503
148,499
135,456
1,879
2,069
72,448
36,774
20,003
159,123
117,428
261,764
172,925
17,571
220,392
78,037
131,003
78,895
130,551
5,196
41,774
122,478
125,859
1,427
Endowment Name
Lebby Research Fund
Fries Research Fund
URB Health Chair-State
Fdtn-Healthy KY Endowment
J Brown End Chair-ST
Spine & Head Injury Chair 4
JGB "Highest Potential" ChairNeurology Chair KY
HSC Opportunity State
Bumgardner L Professorship
Ole,Mabel,Wilma Nelson,BioMed
Gheens-Aging RCTF
Fisher Ns Scholars
Caldwell Chair-G/Onc
JGB-Highest Potential
Harbrecht, Md Vascular Surgery
HW & AH Stodghill Scholarships
Amelia Green Leukemia Endow
Diabeties Research
UPF Gift for Pediatric Resch.
K.Garrison Fund Ovarian Cancer
PJGKirk Sch. of Med Edu Fund
Derm/Dermpath Fund
UPF-Peds Res State
Hartness Scholarship Fund
Gheens Fdn Chair in Aging Res
H. Tod Smiser Scholarship Fund
Inst Mol Card Mission Support
Inst Mol Card Misson Sup-State
Neurolog Rehab Res Fund-State
Kentaro Tsueda Research Endow
Rounsavall Endowed Chair
ORI Endowment
Garretson Spinal/Head RCTF
Mcferran Chair Juv Diab RCTF
Spinal Cord/Head Injury RCTF
Goldie M Wilson RCTF
Kosair/Norton Peds Sleep RCTF
Henry Vogt Chair-Epidemiology
Kosair Chr Ped Hrt Rsch-Gift
Harriett Porter Cancer Prev Ed
C & E Allegra Pulmonary Resrch
C.I.I. Med Director-JHHS Gift
C.I.I. Med Director-State
C.I.I. Sci Director-JHHS Gift
C.I.I. Sci Director - State
J.G.B. Fdn Chr in Can Bio-Gift
J.G.B. Fdn Chr in Can Bio-Stat
Hiram C. Polk, Jr., Endowment
Founders Chair In Cancer Res
B. Brown-Adv of Diab Res State
Ksr Chr In Ped Hrt Rsch-State
Rounsavall Endowed Chair-State
UMA, PSC Chr in Pulm Med State
S & L Gibson Prf in Med-State
KY Fund For Healthy Living Res
Hoenig Endowed Chair
Tobacco Harm Reduction Chair
Peds Outcomes Res-UPF Gift
Schoen/Brown Chair In Gastroen
Harry S Frazier Jr Family Canc
Heuser Hearing Prof Otology
Hamilton Chr In Autoimmue-Gift
Hamilton Chr Autoimmue-State
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
31,106
0
42,299
33,450
19,259
0
0
36,376
0
35,518
5,131
0
0
35,998
0
0
0
0
10,360
19,891
0
0
0
31,461
0
0
0
0
49,265
0
0
26,393
0
0
0
23,365
0
0
0
0
0
0
40,140
47,899
40,140
47,905
39,675
25,248
0
0
0
7,223
27,527
0
16,409
0
0
19,571
0
23,923
0
0
16,704
23,450
0
0
0
16,796
5,419
46,575
0
0
34,445
0
0
0
0
0
0
0
0
0
2,104
5,146
0
0
0
8,717
0
0
0
0
0
0
0
0
0
16,368
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,857
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
0
44,000
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
16,500
0
5,825
0
8,167
11,648
5,822
18,085
0
6,810
22,857
7,618
1,527
0
0
7,591
0
0
0
0
3,519
7,496
0
0
0
12,320
0
0
0
0
5,991
0
0
4,868
0
6,557
13,581
4,815
0
0
0
0
0
0
6,870
8,197
6,489
7,621
7,853
4,999
0
0
1,415
1,348
4,752
0
2,805
0
0
3,305
0
9,328
0
0
21,424
5,130
43,621
107,701
33,450
217,249
26,052
13,012
109,430
125,986
28,954
213,102
55,271
446,172
3,026
43,225
66,886
77,606
333,537
31,031
21,950
59,692
11,466
17,503
56,678
10,907
12,800
220,380
137,764
94,478
66,694
31,614
8,112
49,777
6,519
113,917
16,103
68,662
180,109
263,684
41,885
255,246
21,380
100,173
92,468
59,854
40,849
21,424
9,292
31,686
124,493
199,672
27,064
316,532
53,824
319,103
26,378
11,003
55,958
84,985
267,738
35,176
65,477
19,659
5,389
26,260
38
Scholarships
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total
80,552
107,701
83,916
279,143
56,552
77,672
109,430
169,172
86,256
256,238
61,929
446,172
3,026
86,814
66,886
77,606
333,537
31,031
37,933
92,225
11,466
17,503
56,678
63,405
12,800
220,380
137,764
94,478
121,950
31,614
8,112
81,038
6,519
136,842
73,684
96,842
180,109
263,684
41,885
255,246
21,380
100,173
139,478
115,950
87,478
76,950
56,820
61,933
124,493
199,672
32,336
325,103
86,103
319,103
45,592
11,003
55,958
107,861
267,738
68,427
65,477
19,659
60,017
54,840
Endowment Name
Humana Endow Int'l Peds-Gift
Peds Outcomes Res-State
Tobacco Harm Chair-State
Vogt Chair-Epidemiology-State
Brown-Forman Cancer Research
Humana Fund Int'l Peds-Gift
Humana Fund Int'l Peds-Gift
Gheens Fdn C.I.I. Resr Fd-Gift
Gheens Fdn C.I.I. Res Fd-State
D.H. Neustadt Fund For Rheum
Ky Lions Eye Foundation Fund I
Olive Harris/Stodghill Schlrs
Endowed Chair Ped Allergy & Im
Wendell Cherry Chair Ct Resear
Brown-Foreman Cancer Res-State
Humana End Int'l Peds-State
Ky Fnd For Healthy Lvng-State
Frazier Fam Cancer Res-State
Heuser Prof In Otology-State
Founders Chair In Can Res-Sta
F.W. Fischer Md Endow Schlshp
Harry & Judy Shapira Endowment
A Rosenstein Oncology Endowmen
Spine & Head Injury Chair 6
Spinal Cord Injury Chair #6
Cherry Cancer Trans. Res-Gift
Cherry Cancer Trans Res-State
Henry M/Stella M Hoenig Fnd-St
Ky Lions Eye Found In Opht-Sta
Endo Chair Ped Allergy/Im Sta
Wendell Cherry Ct Resea State
Hum Found Fnd For Clin Tr-Gift
Hum Found Fnd Clin Trial-State
Polk Endowment -State
George A Bush Jr Clinic Trial
George A Bush Jr Ct-State
Ky Lions Fund For Eye Research
L. & J. Gray Endow Research Fd
Emery E. Lane Scholarship Fund
The Herman & Heddy Kurz Fund-M
Dr Alicia Short Residency Fund
Richard Roth Lectureship
Neurological Rahab Fund
Kschirt Chair 9
PSCK Movement Disord Resr Fd
Ben Rigor Fund for Education
Schwartz Insurance Group Endow
Professorship In Radiation Onc
Dr Bradley T Young Schlrship
Dr Sandra K Archibald Scholar
Lung Cancer Res Endowed Chair
Polk Endowed Chair
Dr Samuel Cheng Fund-Lectrshp
Kurz Endowment in Ophthalmolog
Schoen/Brown Chair State Match
Dr. Thomas Shown Schlrship Fd
PSCK Movement Disord Res State
R.F. Hammond Spinal Research
Rowntree Chair in Family Pract
KSCHIRT Chair 10
Loman C Trover, MD Fund
Auerbach Family Endowed Chair
Gladys Sessler Research Award
Garretson Res-Fund-State
Faculty
Staff
0
0
39,162
17,670
0
0
0
0
0
0
9,887
0
0
17,275
0
0
0
0
11,387
0
0
0
0
0
0
17,149
27,299
0
64,266
0
30,036
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
11,170
0
0
0
0
0
0
0
0
0
0
0
0
20,481
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
0
0
0
0
0
0
0
39
Other
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
Current
Expense
0
0
6,612
4,018
0
0
0
0
0
0
9,956
0
0
3,615
0
0
0
0
2,130
0
0
0
0
0
0
6,923
5,800
0
12,543
0
6,107
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
929
0
0
54,943
202,572
100,443
13,421
69,513
51,905
54,840
63,885
122,840
4,434
15,816
5,503
114,395
8,320
84,534
54,840
10,484
90,041
13,903
194,840
6,115
6,451
12,451
78,022
180,444
7,425
20,928
69,201
41,129
155,903
17,775
36,676
76,281
112,520
62,579
28,541
43,047
2,500
5,622
11,823
6,246
3,909
20,550
33,675
16,311
3,622
1,518
3,046
2,264
1,393
37,639
46,097
1,504
871
39,838
3,896
19,962
15,831
111,853
27,359
6,613
23,766
7,923
134,034
Scholarships
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total
54,943
202,572
146,217
35,109
69,513
51,905
54,840
63,885
122,840
4,434
56,140
5,503
114,395
29,210
84,534
54,840
10,484
90,041
27,420
194,840
6,115
6,451
12,451
78,022
180,444
31,497
54,027
69,201
117,938
155,903
53,918
36,676
76,281
112,520
62,579
28,541
43,047
2,500
5,622
11,823
6,246
3,909
20,550
33,675
16,311
3,622
1,518
3,046
2,264
1,393
37,639
46,097
1,504
871
39,838
3,896
19,962
15,831
111,853
27,359
6,613
35,865
7,923
134,034
E0024
E0029
E0032
E0038
E0039
E0046
E0070
E0090
E0116
E0207
E0210
E0211
E0213
E0221
E0269
E0271
E0275
E0285
E0292
E0306
E0311
E0332
E0338
E0348
Endowment Name
SOM Class of 1967 Schol Fd
Wells Macular degen. Research
Jesse H Wright Scholarship
Excellence in Teaching Fund
Bernard Weisskopf Lecture Fund
Sublett Fund in Allergy/Immun
Kela Lyons Fee, M.D. Endowment
Brinkley Estate Gift
KSCHIRT Chair #11
Friends for Michael End Chr-St
Pinkstaff Endowed Lecture Fund
Thom Zimmerman Lectureship
Thom Zimmerman Rsch Fund
Little Lectureship-Medicine
Zimmerman Research Fund-State
Polk Endowed Chair Surgery-ST
Chair Translational Res-ST
Preventive Med Dir Chair-ST
Frazier Endow Chr in PMR-ST
Helmsley Chr Pharm Resrch-ST
Kosair Ped Cancer Res Fund-ST
Brinkley Lung Cancer Chair-ST
Medicine-State B4B Rd IV
Price Trust Fund
Johnson Scholarship
Homberger Scholarship
Brennan, Dr. Robert
McMurtry Fellowships
Smock Trust Geriatric
Moore, W R Charitable Trust
Gulledge Fund
Meyer E R Scholarship Fund
Little Lectures-Medicine
McDowell Evans Trust
Carol McFerran chair JuvDiabe
KCH/NH Ped Onocology Chair
KCH/NH Ped Sleep Disorders
G D Hamlet Pharma Research
Bucks For Brains
SUBTOTAL
SCHOOL OF MUSIC
Reinecke Scholarship
Hellman Scholarship
Flexner Scholarship
Sigma Alpha Iota Award
Anderson, Dwight Fund
Boswell, H Memorial
Norton Scholarship
Roberts, Ft Memorial
Peltier Scholarship
Rapier, Leon Scholars
Keyes,Nelson Scholars
Cubranic, Mary Scholars
Koch, L Music Scholars
Bomhard Chair Music
Duncan, Abby Scholars
Louise Jones Hickman Scholars
Smith Macauley Scholars
Harrison/Houston Fund
Clay D Norton Scholars Fund
Dunham Irene L Fund
Weisberg Scholarship
Comstock Margaret Fund
Schultz Paula Endowment
Means Terstegge Fund
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
1,895
1,111
4,416
3,375
3,557
3,572
6,248
91,944
42,473
52,614
1,556
2,172
12,131
10,934
35,171
61,188
81,074
61,188
45,891
93,525
305,940
39,816
29,977
6,003
0
0
0
0
0
0
0
0
0
0
8,499
0
0
0
253,730
30,907,722
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
3,862,453
0
0
0
0
0
0
0
0
0
0
0
0
0
0
14,650
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,104,153
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
390,127
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,031
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,275,634
0
0
0
0
0
0
0
0
0
0
0
0
0
35,800
0
0
0
0
0
0
20,000
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
0
10,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10,636
0
0
0
0
0
0
1,630
0
0
0
40
0
0
629
0
0
1,400
0
518
0
0
1
0
0
14,539
5,350
(1)
2,020
0
1
0
215,904
2,693
0
1,450
Scholarships
Total
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
138,857
1,895
1,111
4,416
3,375
3,557
3,572
6,248
91,944
42,473
52,614
1,556
2,172
12,131
10,934
54,852
61,188
81,074
61,188
45,891
93,525
305,940
39,816
29,977
6,003
0
0
0
0
0
0
0
0
0
0
8,499
0
0
0
253,730
37,678,946
3,756
7,011
25,092
192
5,728
730
5,506
2,882
539
2,247
3,347
4,726
2,721
0
10,317
3,587
17,789
1,653
14,632
5,859
0
0
1,383
27,230
3,756
7,011
25,721
192
5,728
2,130
5,506
3,400
539
2,247
3,348
4,726
2,721
60,975
15,667
3,586
19,809
1,653
14,633
5,859
247,534
2,693
1,383
28,680
E0233
E0247
E0256
E0260
E0334
E0374
E0414
E0496
E0552
E0749
Endowment Name
Dickinson Melvin Award
Smith Emile S Fund
Norman Scholarship Fund
Bomhard Fellowship
Herz Professor-Music
Schwann Scholarship
Comstock Art Fund
L Bumgardner Fund
Mccombs, Joan Fund
Crutcher Scholarship
Whitney, Margaret G
Owen,Benjamin Mem Scholars
Davidson, Mn Fund
Herz, Gerhard Fund
Music School Endowment
QFE-School Of Music
Humana Scholars Music
QFE-Music School Organ
QFE-Music Library
QFE-Music Scholars
Bomhard, C Scholars
Smith, F Memorial Scholarship
QFE-Weisberg Music Scholars
Music Endow Scholars Fund
E M Aldrich Scholars Fund
Babb Scholarship
Koch Piano Scholars
Koch Violin Scholars
New Music Fund
Luvisi Piano Scholars
Claugus Scholarship
Koerselman Scholarship
Anthony D. Gigante Mem Endow
M&J Owen Scholars Fund Music
SchupbachMusic Scholarship
Grawemeyer Adm/Music
Rosemary Rommel Toebbe
Phil Bailey Jazz Scholarship
Ed And Catherine Roby Scholars
Visiting Jazz Artist Chair
Grawemeyer-Music Library
Miesner Music Endowment
Marching Band Endowment
Karl C Gruen Scholarships
Mary Elizabeth Head Sch
V Schneider String Scholarship
Keyes Endowed Scholarship Fund
Little Lectureship-Music
Visiting Jazz Artist Chr-State
Overstreet Fund Music
Margaret S.Comstock Choral Fun
Hamlet Music Gen Financial Aid
Mohr Scholarship Fund
SUBTOTAL
SCHOOL OF NURSING
Morgan,Ha & Rb Scholars
Van Bever Scholars Nursing
Hirsh Lewis A Memorial
Sasse Ep Scholar Fund
Craddock Grad Res Fund
Maria Lineriz Valdez Parel End
Arnold Memorial Scholars
Powers Endowed Chair
Powers Chair-State
QFE-School Nursing
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
0
0
0
15,000
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
10,459
0
0
0
0
0
0
0
0
15,000
0
0
0
0
96,259
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
5,154
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,154
0
0
0
43,500
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
0
0
0
53,500
0
0
0
7,603
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
1,382
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
21,251
0
12,383
0
30,005
164,755
0
26,436
23,928
5,520
7
0
0
2,316
18,246
22,252
35,723
0
3,116
713
639
499
0
0
5,000
(3,227)
4,019
0
0
4,288
4,055
0
0
14
(527)
14
28,464
0
18
(137)
21,692
20,000
4,645
1,867
(213)
518
139
0
7,297
9,179
5,000
200
8,875
152
712,374
0
0
0
0
0
0
0
0
0
0
0
0
11,899
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
7,851
0
0
0
0
0
0
0
4,642
57,028
37,310
3,885
14,799
12,008
5,487
31,607
36,869
12,994
41
Scholarships
Total
2,510
0
1,102
21,953
0
4,531
0
0
0
758
1,796
1,434
0
4,239
0
0
2,753
0
0
2,135
940
1,566
3,345
111,136
70,966
3,767
1,381
1,381
0
5,458
5,276
4,352
1,391
3,228
1,498
0
6,491
1,183
835
0
0
0
0
3,436
1,006
4,303
571
0
0
0
0
0
8,418
432,066
2,510
12,383
1,102
118,061
164,755
4,531
26,436
23,928
5,520
765
1,796
1,434
2,316
22,485
22,252
35,723
2,753
3,116
713
2,774
1,439
1,566
3,345
116,136
67,739
7,786
1,381
1,381
4,288
9,513
5,276
4,352
1,405
2,701
1,512
35,000
6,491
1,201
698
32,151
20,000
4,645
1,867
3,223
1,524
4,442
571
7,297
24,179
5,000
200
8,875
8,570
1,320,604
0
0
0
0
0
0
0
0
0
0
4,642
57,028
57,060
3,885
14,799
12,008
5,487
31,607
36,869
12,994
E1558
E1598
E0002
E0019
E0023
E0027
E0044
E0069
E0144
E0150
E0172
E0176
E0181
E0187
E0228
E0246
E0253
E0263
E0278
E0283
E0284
E0296
E0315
E0336
E0354
E0372
E0375
E0393
E0394
E0401
E0412
E0419
E0423
E0450
E0459
E0462
E0465
E0469
E0477
E0489
E0492
E0493
E0510
E0515
E0525
E0548
E0560
E0574
E0582
E0626
E0627
E0629
E0680
E0697
E0711
E0720
Endowment Name
Humana Scholars Nursing
Lacefield P K Scholars
Marc & Judy Norton Endowment
JOHN MEAD STROKE NSG FELLOW
Trilogy Health Services Schola
SUBTOTAL
Faculty
Staff
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
19,313
0
0
0
0
0
0
0
7,500
0
0
0
0
0
0
0
0
0
9,780
0
0
0
0
0
0
0
0
0
0
0
0
9,780
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
Current
Expense
Scholarships
Total
0
0
0
0
0
11,899
0
0
0
0
0
0
0
0
0
0
0
7,851
3,300
3,080
1,596
1,926
948
227,479
0
0
0
0
0
0
3,300
3,080
1,596
1,926
948
247,229
0
0
0
0
0
0
0
0
0
2,851
2,742
5,593
0
0
0
2,851
2,742
5,593
105,346
0
0
0
0
0
0
0
0
0
0
36,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,990
0
0
0
0
0
0
0
0
0
0
0
0
6,990
0
5,812
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
866
0
0
0
0
0
0
7,000
0
0
22,000
9,000
308,000
866
0
20,000
0
0
0
0
0
0
0
0
0
30,481
0
0
0
0
0
0
0
0
0
0
10,333
0
0
0
0
0
0
0
2,397
0
0
0
0
0
0
0
0
0
1,883
0
0
0
0
0
0
0
0
0
0
0
0
1,883
0
5,519
0
0
0
0
0
0
0
0
0
112,750
0
0
3,820
0
0
3,705
0
13,163
0
1,631
118,758
0
0
0
0
0
8,582
7,152
823
0
0
27,274
673,278
23,537
2,390
0
0
11,024
79,356
0
0
0
0
0
2,257
0
17,683
0
0
0
0
20,515
18,613
40,565
0
207
4,265
2,857
4,383
0
19,014
10,841
1,149
0
8,013
4,368
0
2,418
3,779
0
6,722
0
1,664
0
0
12,790
9,492
2,524
3,683
15,240
0
0
0
34,045
1,647
0
0
0
1,339
20,330
14,574
0
0
14,846
5,639
4,526
3,613
10,072
0
15,717
0
8,251
13,836
10,135
438,072
0
0
0
65,828
0
0
0
0
2,606
0
0
0
248,577
8,013
4,368
3,820
2,418
3,779
3,705
6,722
13,163
1,664
1,631
184,404
12,790
9,492
2,524
3,683
15,240
8,582
7,152
10,720
34,045
1,647
27,274
673,278
23,537
3,729
20,330
14,574
11,024
98,875
14,846
5,639
4,526
3,613
10,072
2,257
22,717
17,683
8,251
35,836
19,135
746,072
40,034
18,613
71,896
65,828
207
4,265
2,857
4,383
2,606
19,014
10,841
1,149
Other
42
Endowment Name
Fife, Samuel T Fund
Vogt Chair Computer Science
Schoettler, F W Fund
Speed Scholars Endowment
Heer, Je Jr Faculty Fund
SPD Alum Comput Fund
R Neiman Scholars
Mather-Frank Fellows
Schell J&E Scholars
Lutz Infrastructure
Renewable Energy Chair
Bio-Imaging
Biomechanics Chair-State
E-Commerce Chair
Mills J R Scholars
Kamdar Scholars-Speed
Conn Fellow Match - RCTF
Lutz RTCF
Davis D&M Endowment
E.ON US Minority Fellowship
Lutz Fundf-Mission Support
Runner Jr Fund - Ky
Lutz Infrac - RCTF
Biosensing Systems - State
Biosensing Systems
Cardiac Implant Science
Cardiac Implant Science-State
Hubbs Family Endowed Scholars
Bioengineering Chair-State Mat
Grosscurth Sch Ii
NEIMAN/ALUM CHE END
M.E. Alumni Fund
IIE Chapter Scholars
Murray, Jr. T.M. Endowment
CECS Lab Endowment
Schwarzalder Fellowship
Matthew Aldridge Cowan Fellow
Bio-Eng Chair Lutz
Paul Winnia Scholarship Fund
Heddy Kurz Building Fund Gift
Winna End Chair -State
SPD-Jerry & Pat Sturgeon Fund
SPD-Dr. Gwong-Chain Sun Scho
Cowan Ph.D. Fellowship-State
SPD-Mary Lou/Earl Kohnhorst
SPD-Kohnhorst Fund-State
John J & Maria Meek Huson Fund
C&I Engineering Scholarship
SPD-Leo & Jean Jenkins Fund
Spd G W Springstube Scholarship
Spd-Ed Davis Mem Scholarship
SPD-EON US Minority Schlrship
Fortwengler Family Scholarship
Gordon P Caldwell Scho Fund
Spd-Rolando "Chip" Cheng Jr
Spd-Wallace W Sanders Fund
Spd-Steven V Bilyeu Scholars
Spd-Conn Ctr Director-State
Spd-Grad Fellows-State RCTF
Spd-Brenda Hart Minority Fund
SUBTOTAL
Faculty
0
101,367
0
0
0
0
0
0
0
39,000
79,709
113,758
116,596
79,439
0
0
0
0
0
0
0
0
42,900
53,000
35,965
37,551
48,600
0
60,565
0
0
0
0
0
0
0
0
0
0
0
42,154
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
54,472
0
0
951,449
Staff
0
37,080
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
51,460
0
0
50,882
0
0
0
6,160
11,925
0
0
33,245
0
0
0
0
0
0
0
0
2,484
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
354,374
43
Other
Fringe
Benefits
0
0
0
0
0
0
0
19,000
0
0
0
0
0
0
0
0
11,002
0
0
0
0
15,000
0
0
0
0
0
0
0
0
0
0
0
0
0
22,000
22,000
0
0
0
0
0
0
22,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
22,000
0
500,734
0
56,176
0
0
0
0
0
0
0
1,871
13,841
40,109
29,014
17,208
0
0
0
10,549
0
0
18,470
0
4,466
9,328
8,444
22,041
8,485
0
56,531
0
0
0
0
0
0
0
0
0
0
0
19,157
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
368,186
Current
Expense
0
168,005
0
0
203,531
31,253
0
0
0
222,193
903,442
255,856
344,243
74,254
0
0
0
66,549
0
0
14,399
0
168,540
519,916
467,157
529,435
573,486
0
695,400
0
8,452
1,850
0
0
2,877
0
0
1,508
0
5,957
311,905
1,653
0
0
11,474
13,507
5,381
0
2,898
0
0
0
0
0
0
738
0
33,026
30,265
1,209
6,899,951
Scholarships
1,813
0
5,251
9,188
0
0
13,084
5,202
1,323
0
0
0
0
0
1,128
1,430
6,341
0
2,962
7,280
0
5,473
0
0
0
0
0
1,784
0
51,370
0
0
1,533
13,599
0
11,856
12,700
0
51,832
0
0
0
2,304
10,474
0
0
0
4,078
0
772
295
18,374
1,557
5,793
1,822
0
704
0
0
0
987,091
Total
1,813
362,628
5,251
9,188
203,531
31,253
13,084
24,202
1,323
263,064
996,992
409,723
489,853
170,901
1,128
1,430
17,343
128,558
2,962
7,280
83,751
20,473
215,906
582,244
517,726
600,952
630,571
1,784
845,741
51,370
8,452
1,850
1,533
13,599
2,877
33,856
34,700
3,992
51,832
5,957
373,216
1,653
2,304
32,474
11,474
13,507
5,381
4,078
2,898
772
295
18,374
1,557
5,793
1,822
738
704
87,498
52,265
1,209
10,061,785
Endowment Name
STUDENT FINANCIAL AID
Flexner Scholarship
Selligman Scholarship
Flexner Scholarship
Wessinger, Harry Fund
G. Zorn Scholarship
Ford Scholarship
GE College Bowl
Thompson Scholarship
Brecher Scholarship
Smith, Milton H Fund
Hattie B. Speed Fund
Overstreet, Ca Fund
Humana Scholar Excel
Koster Pres Scholars
Douglas Scholarship
Kilgore Scholarship
KHSA-West Scholarship Fund
Ford/Eeoc Scholarship
Slugger,Louis Scholars
Price, G & L Scholars
Zonta Club
Courtaulds Coat Scholars
Fischer Family Fund
Getman O&C Scholars
New Beginning Scholars Fund
Caddy Mem-Aaf Scholarship
Dawson Alice S Scholarship
Druien Paula&Meta Award
Walker Morton Scholarship Fund
Yarmuth Endowment Fund
Conliffe Scholarship
Landrum Scholarship
Harrison Co/UofL Scholars
Eagle Steel Scholarship
Koetter Family Scholarship
National City-So IN Scholars
Shelby Inds Scholars
Carter R & L Scholars
New York Area Alumni
Moorman, C H Fund
Kosmos Portland Cement
Harris, Maud B Scholars
Humana Scholars Excellence
QFE-B&W Merit Awards
QFE-Scholarships
Humana Scholars Business
King, Ml Scholars Fund
Humana Scholars Excellence
S Indy-A&S Scholars
Sou Indy Scholars-7Co
Blue Coats Of Louisville
Allen E F Scholars
Zimmerman Scholars Fund
Mueller R Scholarship Fund
Crum Scholars
Oppenheimer Fund
Switerland Co. Scholars
Womens Club Scholars
Carl And Dora Jansing Hallmark
N. Jordan Scholarship Fund
Teresa A. Butt Memorial Schsp
Betty&ChesterPorterFellowships
Tanner Family Scholarship
Dr. Mark and Cindy Lynn Schsp
Heidi King Vaughn Scholarship
Barth Foundation Scholarship
SUBTOTAL
Faculty
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Staff
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
44
Other
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Fringe
Benefits
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Current
Expense
Scholarships
Total
2,673
2
210,348
2,606
858
1
1,243
1,864
2,435
12,532
3
291
73,221
9,911
79,325
125,080
744
19,372
2,919
72
2,437
2,704
26,440
2,910
68,077
1
146,546
2,773
261
13,023
6,440
2,313
4,834
3,729
6,303
1
6,859
8,277
17,304
1,073
140,956
3,338
23,664
1,184
2,614
624
39,408
4,520
10,466
9,247
142,475
580
2,547
4,820
3,736
3,607
1,636
11,513
5,785
4,807
192
225
0
0
0
0
1,285,749
2,784
1,039
120,870
4,724
1,848
801
4,306
2,856
2,340
19,998
927
252
50,987
8,720
66,570
121,955
3,247
27,409
2,239
1,464
5,333
3,751
14,246
4,331
34,593
4,027
41,898
3,801
7,167
7,723
7,727
15,067
14,943
4,296
3,596
1,853
3,026
16,546
6,611
5,331
111,300
2,384
21,575
9,547
523
1,294
66,407
2,526
19,660
35,392
11,745
835
2,089
4,101
3,954
10,964
810
6,127
5,906
12,287
2,305
12,243
9,881
15,260
1,624
0
1,021,941
5,457
1,041
331,218
7,330
2,706
802
5,549
4,720
4,775
32,530
930
543
124,208
18,631
145,895
247,035
3,991
46,781
5,158
1,536
7,770
6,455
40,686
7,241
102,670
4,028
188,444
6,574
7,428
20,746
14,167
17,380
19,777
8,025
9,899
1,854
9,885
24,823
23,915
6,404
252,256
5,722
45,239
10,731
3,137
1,918
105,815
7,046
30,126
44,639
154,220
1,415
4,636
8,921
7,690
14,571
2,446
17,640
11,691
17,094
2,497
12,468
9,881
15,260
1,624
0
2,307,690
Endowment Name
Staff
Other
Fringe
Benefits
0
0
0
0
0
0
0
0
763,195
763,195
0
0
763,195
763,195
0
15,000
0
0
0
0
0
1,000
0
0
0
0
0
0
3,000
12,000
0
0
0
0
0
0
0
0
0
0
31,000
0
63,488
0
0
0
0
0
5,328
0
0
0
0
0
0
0
15,000
30,072
0
0
0
0
0
0
0
0
0
113,888
0
20,000
0
73,730
73,730
0
0
0
0
0
0
0
0
0
0
0
0
20,000
0
0
0
0
0
0
0
0
187,460
0
19,008
0
0
0
0
0
0
0
0
0
0
0
0
0
8,586
12,861
0
0
0
0
0
0
0
0
0
40,455
21,139
289,913
4,319
29,748
28,670
3,159
842
10,576
160,000
180,000
160,000
160,000
160,000
6,500
55,000
16,414
99,541
64,741
48
39,080
80,888
57,863
55,232
20,000
240,000
66,269
2,009,942
0
240,000
5,314
0
0
0
0
4,608
0
0
0
0
0
0
0
0
0
0
594
112,153
110,525
0
0
0
0
0
473,194
21,139
647,409
9,633
103,478
102,400
3,159
842
21,512
160,000
180,000
160,000
160,000
160,000
6,500
58,000
52,000
142,474
84,741
642
151,233
191,413
57,863
55,232
20,000
240,000
66,269
2,855,939
Faculty
Current
Expense
Scholarships
Total
E0667
UNIVERSITY PRESIDENT
QFE Endowment-Venture Fund
SUBTOTAL
E0041
E0257
E0361
E0427
E0527
E0701
E0718
E0817
E1459
E1460
E1461
E1462
E1463
E1464
E1469
E1470
E1475
E1532
E1612
E1614
E1615
E1634
E1635
E1669
E1700
E1774
UNIVERSITY PROVOST
Brown, Mavin Hamilton
McConnell Political Leadership
QFE-Sister Cities
McConnell Chair
McConnell Chair-State
QFE-Faculty Development
QFE-Academic & C Educ
Brodschi, G Scholars
Grawemeyer Award/Music
Grawemeyer Award/Education
Grawemeyer Award/World Order
Grawemeyer Award/Psychology
Grawemeyer Award/Religion
Grawemeyer Award/KYANA Metro
Grawemeyer Adm/Religion
Grawemeyer Adm/General
Civic leadership & Education
Civic Leadership/Educ Endow
J&L Shumaker Int'l Scholars
David&Betty Jones Scholars
State Match-Jones Scholars Sta
Civics Research And Educ-Gift
Civics Research And Educ-State
Grawemeyer Public Rel
The Grawemeyer Fund
Grawemeyer Year End Funds
SUBTOTAL
E0364
E1585
0
0
0
0
0
0
0
0
0
0
0
0
256,438
2,827
259,265
0
0
0
256,438
2,827
259,265
E0203
E0288
E0295
E0316
E0320
E0333
E0351
E0798
E0836
E0842
E0874
E0901
E1001
E1437
E1539
E1654
E1660
E1667
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
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
490,058
34,916
649
12,419
15,776
2,845
20,347
22,242
1,553
12,442
9,659
115,017
5,169
1,120
370
1,001
878
0
746,461
0
13,779
5,244
2,999
4,538
7,211
6,016
0
2,069
1,095
821
0
836
6,065
10,565
556
424
0
62,218
490,058
48,695
5,893
15,418
20,314
10,056
26,363
22,242
3,622
13,537
10,480
115,017
6,005
7,185
10,935
1,557
1,302
0
808,679
45
Endowment Name
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
0
0
0
0
0
0
0
0
0
0
0
0
Scholarships
Total
E1254
E0721
0
0
0
0
0
0
25,386
25,386
0
0
25,386
25,386
E0382
E0392
E0767
E0838
E0878
E1042
E1749
E1750
STUDENT AFFAIRS
Covington Janice Scholars
Soper, Jl Memorial Fund
Adams, H Mem Scholarship Fund
Fm Strickler Endowed
Torchbearer Endowment
Dorzback-Williamson-Bergmann
George J Howe Endowment
RBAA Endowment
SUBTOTAL
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
13,514
3,170
19,226
3,209
4,622
855
1,843
46,439
1,254
2,989
11,478
7,600
2,630
677
846
1,829
29,303
1,254
16,503
14,648
26,826
5,839
5,299
1,701
3,672
75,742
6,664,631
1,883,974
1,210,966
2,216,605
57,308,703
4,819,422
74,104,301
0
0
46
2008-09
2009-10
2010-11
2011-12
2,913,397
3,318,907
3,087,985
2,895,337
3,050,050
4,860,989
5,962,296
5,959,556
6,296,711
7,713,309
College of Business
4,231,544
4,914,071
2,511,017
2,365,849
2,946,693
1,072,688
1,409,516
1,652,068
1,487,856
1,569,783
140,664
16,127
17,055
20,809
23,172
25,386
124
556
122
132
1,046
9,602,634
11,162,234
8,242,126
4,802,815
10,061,785
20,168
113,877
74,414
72,501
207,151
School of Dentistry
453,800
516,051
366,344
709,985
851,171
School of Medicine
29,910,732
35,708,353
33,575,734
37,001,267
37,678,946
1,167,231
843,058
799,572
792,580
1,320,604
315,476
277,384
238,816
230,347
247,229
16,082
5,309
6,056
7,317
5,593
2,273,541
2,307,690
1,201,148
1,217,895
1,101,725
1,181,313
1,355,045
339,500
329,600
785,155
564,753
763,195
4,150,794
4,523,953
4,347,556
2,901,728
2,855,939
267,529
287,220
270,997
279,862
259,265
22,690
27,911
64,317
71,826
75,742
615,814
676,238
699,552
761,436
808,679
61,319,131
71,311,484
63,803,921
64,720,328
74,104,301
School of Music
School of Nursing
School of Public Health
Student Financial Aid
University Libraries
University President
University Provost
Vice President for Business Affairs
In previous years, endow ments under the responsibility of Student Financial Aid w ere listed among other units in this section.
47
gift funds
Revenue
The operating budget for gift programs is budgeted using cash on hand as the standard. That is,
the University units are not permitted to budget pledges or estimates of gift revenue before they
are received. Gift donations are received year round and are normally deposited to the account
in the month they are received. Once the funds are received, the revenue is booked in an appropriate gift account within the college, school, or division. The budgets shown in this document
are developed from the funds available based on cash on hand.
Expenditures
Unlike the general fund budget, which is developed using revenue and expenditure projections,
the budget for unrestricted gift accounts is based on the actual cash balances as of the end of the
fiscal year. Based on these cash balances, the respective Vice President or Dean is responsible
for establishing the gift programs proposed expenditure budget. These funds are customarily
budgeted for one-time expenditures but can be held for future use. Thus, any balance remaining
at the end of the fiscal year carries over to the next fiscal year.
48
26,178
College of Business
30,000
17,000
22,000
Fringe
Benefits
14,546
45,000
Education/Human Development
Current
Expense Scholarships
1,533,416
141,550
1,754,690
656,993
78,000
809,993
777,144
127,378
904,522
19,500
19,500
Total
24,700
24,700
Information Technology
J. B. Speed School of Engineering
10,000
4,000
2,322
2,025
159,808
51,172
223,005
1,078
51,482
34,811
93,693
89,600
51,100
140,700
500
School of Dentistry
19,455
School of Medicine
4,148,527
5,545
1,729,234
460,191
449,474
14,653
489,127
1,683,757 24,662,974
192,493
32,877,176
311,341
10,138
321,479
School of Music
School of Nursing
8,733
500
726
316,633
Student Affairs
326,092
254,168
254,168
98,835
393,448
University Advancement
294,613
University Libraries
309,287
309,287
University President
15,126
15,126
University Provost
105,000
Community Engagement
Human Resources
Business Affairs
Grand Total
4,242,900
1,750,200
49
634,500
26,361
339,654
1,035,847
1,506,862
31,174
31,174
280
280
11,296
11,296
1,734,000 30,035,600
2,109,600
40,506,800
Gift Name
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
3,000
15,000
1,000
50,000
1,500
100
100
1,000
100
1,000
10,000
1,000
15,000
1,000
1,300
1,000
5,000
5,000
1,500
1,000
3,000
1,000
100
20,000
2,000
89,600
51,100
2,383
982
18,644
659
225
243
723
3,214
683
829
5,167
1,070
600
5,200
2,000
358
39,947
1,117
17,000
5,614
601
92,899
220
701
712
57,799
7,481
1,723
5,572
174,586
22,159
5,003
28,318
5,084
28,451
18,358
6,300
31,847
13,137
1,906
50
2,250
300
500
Total
3,000
15,000
1,000
50,000
1,500
100
100
1,000
100
1,000
10,000
1,000
15,000
1,000
1,300
1,000
5,000
5,000
1,500
1,000
3,000
1,000
100
20,000
2,000
140,700
2,383
982
18,644
659
225
243
723
3,214
683
829
5,167
1,070
600
5,200
42,305
1,117
601
115,513
220
701
712
57,799
9,731
1,723
5,572
174,586
22,459
5,003
28,318
5,084
28,951
18,358
6,300
31,847
13,137
1,906
Gift Name
Gifts-Theatre Arts
Gifts-Int Design Equipment
Gifts-ICD
Gifts-Geography
Gifts-Italian Studies
Gifts-Communications
Gifts-Carcinogenesis
Gifts-Sociology
Gifts-Anthropology
Gifts-Pan-African
Gifts-A&S Scholars
Gifts-W D Pearson
Gifts-Psychology Department
Gifts-Women'S/Gender Studies
Usi Reserve Account
S.E. Neff Award
J Admin J Klt Award
Judaic Studies
Co2 Fixation Lab
Tewksbury Reserve
Brooks Memorial Fund
Gifts-Relig Study
Acquisitions Fund
Honors Program Gifts
Archaeology Lab Fund
Portugal Programs
Humanities Resource
Creative Writing Matl
Af Amer Theatre
Gifts-Imd3
Mcdowell Award
Axton Grad Assistant
Army ROTC Scholarship
Williams D E Lecture
Thuita D E Scholarship
Gifts For University Writing C
Dr. Perlin Research Lab
Hershberg Award
Master Of Urban Planning Schol
20 Century Lit Conf
MATH COMMON ROOM FUND
Welch Rosella Gift
CGSA LECTURE SERIES
Axton Fellowships
Writing Center Res Project
Molfese Gift-Psych
Debate Gift Account
Gifts For Glass
David Smith Memorial Fund
Gifts For Ceramics
Joseph Wittreich Lecture Gifts
Hohman Graduate Fellowship
Calvino Award In Short Fiction
Power Creative Designer Fund
Amber Heuerman Research Fund
The Matthews Scholarship
Studio Center Fund
Welch Printing Scholarship
Cressman Ctr For Visual Arts
Frederick G. Heath
Andrew Chamblin Memorial Fund
Gifts-Saturday Academy
International Service Learning
A&S Centennial Fund
Life Of Mind Speaker Series
Hope For The Future-A&S
The Citizen College-A&S
Bldg. Tomorrow-Facil. & Tech
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
7,184
515
2,365
22,822
670
8,365
3,027
10,220
5,373
819
Scholarships
200
18,213
1,816
30,252
6,489
176,776
3,599
119
12,377
262
380
173
1,107
637
3,059
2,835
118
137
2,555
9,468
11,830
508
22,000
1,683
7,000
454
13,905
3,900
783
14,438
2,469
1,500
2,000
1,364
1,924
10,268
6,005
2,040
10,800
200
46,172
836
599
4,813
11,850
1,061
24,178
6,891
11,535
500
44,560
1,000
200,114
5,559
783
38,360
3,555
50,356
1,550
6,668
450
2,508
51
2,000
Total
7,184
515
2,365
22,822
670
8,365
3,027
10,420
5,373
819
18,213
1,816
30,252
6,489
176,776
3,599
119
12,377
262
380
173
1,107
637
3,059
2,835
118
137
2,555
9,468
11,830
508
30,683
454
13,905
3,900
783
14,438
2,469
1,500
2,000
1,364
1,924
10,268
6,005
2,040
10,800
200
46,172
836
599
4,813
11,850
1,061
31,069
11,535
500
44,560
1,000
200,114
5,559
783
38,360
3,555
50,356
1,550
8,668
450
2,508
Gift Name
Anne Braden Institute-Gifts
Gifts-Honors summer Program
Gifts-CCHS
Metabolomics Symposiut-Fan
Gifts-Sr Graduating Class 2007
Donald Olson Scholarship Fund
A&S Bioinformatics Research
A&S GEMS
Research-Carolyn Mervis
Lilialyce Akers Scholarship
Centennial Fund, Construction
Minority Psychology Scholarshi
Research - Lora Haynes FSP
A&S Alumni Council Scholarship
Curatorial Research Asstship
Conservation Study Awards
K. McKnight Scholarship Fund
Real Estate Center
Gifts-IDOP Events
James Drautman Mem Gifts
A&S B. & M. Kipfer Scholarship
A& S Phi Beta Kappa
Graduate Students in Theatre
Mentoring Program Gifts
Master of FA Bridge Space Fd
Justus Bier Gifts
Gifts-A&S Arts and Culture
SUBTOTAL
College of Business
G0100 Churchill Downs Scholars
G0235 Brown, John E Scholars
G0326 Burns, J Scholars
G0400 Fund for UofL-Business
G0597 Gifts-Donor Brick Program
G0636 Gifts-Accountancy
G0655 Comwelth Inds. Bus. Plan.Compt
G0701 National City Fellowshp
G1049 Rotary Leadership Fellows
G1180 Mcbride Scholars Fund
G1352 Wehby Scholarship
G1486 PNC Scholar
G1736 Marshall, Buck Scholarship
G1776 Jones Student Intl Travel Fund
G1886 Caicedo-Selinger, Dennis&Jauna
G1890 Cardinal Challenge
G1928 Vaughn Stevens Scholarship
G1993 Rogers, Dr Judy Scholarship
G2101 BKD LLP Scholarship
G2119 Charles G Koch Foundation
G2128 Bucks for Bricks Gifts
G2173 Jerry/Karen Borowick Scholarsh
G2194 Carol & Bill Lomicka Schlrship
SUBTOTAL
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
36,543
9,608
870
3,157
428
378
86,955
15,500
14,430
1,040
3,600
915
1,234
145
2,526
1,245
5,471
263
3,278
200
12,500
788
2,400
1,750
26,178
17,000
22,000
14,546
15,000
1,000
8,000
1,533,416
141,550
5,000
2,500
1,000
30,000
45,000
111,993
25,000
50,000
25,000
25,000
18,000
1,000
2,000
3,000
5,000
150,000
40,000
50,000
8,000
2,000
2,000
5,000
200,000
30,000
45,000
656,993
1,000
2,500
78,000
850
11,808
1,758
240
1,225
1,380
22,752
2,387
128
9,605
18,868
36,678
137
52
Total
36,543
9,608
870
3,157
428
378
86,955
15,500
14,430
1,040
3,600
915
1,234
145
2,526
1,245
5,471
263
3,278
200
12,500
788
2,400
1,750
15,000
1,000
8,000
1,754,690
5,000
2,500
1,000
186,993
25,000
50,000
25,000
25,000
18,000
1,000
2,000
3,000
5,000
150,000
40,000
50,000
8,000
2,000
2,000
5,000
200,000
1,000
2,500
809,993
850
11,808
1,758
240
1,225
1,380
22,752
2,387
128
9,605
18,868
36,678
137
G0714
G0849
G0872
G0881
G0973
G1083
G1089
G1092
G1093
G1170
G1210
G1211
G1212
G1213
G1214
G1370
G1372
G1402
G1470
G1550
G1590
G1609
G1623
G1641
G1682
G1746
G1772
G1800
G1831
G1839
G1895
G1927
G1970
G1987
G2019
G2021
G2037
G2038
G2072
G2075
G2079
G2080
G2081
G2123
G2146
G2191
G2193
Gift Name
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
103
1,019
100
854
40,452
7,600
6,131
4,116
11,023
163
546
1,662
3,191
195
1,461
33,032
6,425
10,720
1,398
22,007
6,258
377
1,000
790
197
123,337
1,000
205
11,139
9,535
626
1,200
4,355
8,935
1,500
3,000
7,789
354,000
810
9,917
12,250
7,726
1,836
1,000
1,128
24,598
50,000
777,144
127,378
14,780
9,920
24,700
19,500
19,500
19,500
19,500
275
6,000
275
6,000
4,000
4,000
325
2,000
833
7,500
100,000
4,000
325
53
103
1,019
100
854
40,452
7,600
6,131
4,116
11,023
163
546
1,662
3,191
195
1,461
33,032
6,425
10,720
1,398
22,007
6,258
377
1,000
790
197
123,337
1,000
205
11,139
9,535
626
1,200
4,355
8,935
1,500
3,000
7,789
354,000
810
9,917
12,250
7,726
1,836
1,000
1,128
24,598
50,000
904,522
14,780
9,920
24,700
4,000
2,000
833
7,500
100,000
Total
G0422
G0446
G0479
G0488
G0493
G0515
G0615
G0630
G0716
G0748
G0842
G0885
G0986
G0995
G1051
G1143
G1152
G1400
G1449
G1513
G1551
G1552
G1818
G1923
G2032
G2083
G2089
Gift Name
Faculty
Staff
Other
10,000
Fringe
Benefits
2,025
Current
Expense
Scholarships
6,000
4,000
2,384
1,500
4,000
20,825
250
300
2,000
4,000
1,013
6,784
10,000
183
500
482
4,000
1,500
3,000
3,500
8,500
2,000
5,000
3,000
1,000
400
10,000
2,025
159,808
6,050
51,172
25,000
5,106
4,000
1,078
3,600
24,162
757
7,200
830
1,500
1,000
1,393
200
400
500
130
6,000
500
4,000
657
205
100
800
253
1,500
4,000
2,322
2,322
1,078
322
178
51,482
34,811
91,170
55,107
2,272
412
500
3,000
3,900
658
54
Total
6,000
4,000
2,384
1,500
4,000
32,850
250
300
2,000
4,000
1,013
6,784
10,000
183
500
482
4,000
1,500
3,000
3,500
8,500
2,000
5,000
3,000
1,000
400
6,050
223,005
25,000
5,106
3,600
29,240
757
7,200
830
1,500
1,000
1,393
200
400
500
130
6,000
500
4,000
657
205
100
800
253
1,500
322
2,500
93,693
91,170
55,107
2,272
412
500
3,000
3,900
658
Gift Name
Faculty
Staff
Gifts-Wesley Found
Gifts-Women's Center
Gifts-Bb Hillel Fdn
Gifts-Intern'l Ctr
Gifts-Black Family
Gifts-Cultural Center
Gift-Academic Team
Inst Intnl Dev Gift
Intl Ctr Prjt Account
Gifts Provost
Audit Service-Computer
Hallmark Scholars
Sp Gifts-Womens Center
Muhammad Ali Institute
BANK ONE DIVERSITY
Cythina & Geo.Nichols III/Scho
Ramsey Family Scholarship
College 101 Gift
Financial Aid Gift Account
McConnell Gift Account
Ramsey-Community Trust Bancorp
McConnell Center Gifts General
Hersheimer Award
LGBT Gift Program
Diversity Gifts
Cardinal Covenant Gift Account
Kentucky Women's Book Festival
Cultural Center Building
McConnell Archivist
Tachau Gender Equity Award
Women 4 Women Student Group
LGBT Resources Gift
William S Butler Scholarship
Jones Scholars Fund II
Brown Fellows Adminstrative
Browns Fellows Scholarship
McConnell Chao Archives Gifts
Daniel Covington Scholarship
SUBTOTAL
School of Dentistry
G0048 Dental Alumni Scholars
G0247 Colgate Palmolive Scholars
G0321 Legacy Fund For Dental Hygiene
G0322 Dental Lect Room Rev
G0375 Elliott-Ped Dentistry
G0414 Gifts-Dental
G0415 Fund for UofL-Dental
G0554 Gifts-Ortho-Ped-Geri
G0557 Gifts-Diagnosis
G0558 Gifts-Peri-Endo-Hyg
G0560 Gifts-Surg & Hospital
G0562 Dental School Dean's Fund
G0669 Gifts-Z Khan
G0850 Greenwall Gifts
G0864 Gifts-Dental Research
G0882 Dental-1950 Scholars
G0910 Dental Class Of 91
G0919 Andrus K Fund
G0928 Hinman Mentors
G0971 Gifts-Endodontics
G1071 Sunshine Scholarship-Dental
G1094 Kosair Research Fellows
G1381 Gifts/Dental Clinic Renovation
G1434 Harold Boyer Memorial Fund
G1577 Richard Miller Path Endowment
G1773 Gifts-Pediatric Dentristry Pro
G1836 Orthodontic Resident Gift Fund
G1921 Dentistry Minority Scholarship
G2201 Gifts-OHR
SUBTOTAL
Other
Fringe
Benefits
Current
Expense
Scholarships
2,500
28,297
786
6,148
9,860
876
430
8,012
3,528
10,259
6,584
1,189
25,684
27,435
16,443
3,500
18,741
1,000
499
2,489
32,367
3,950
300
30,276
7,550
424,618
105,000
26,361
3,159
705
68,639
150
1,012
299
2,265
139,826
40,000
252,771
26,500
105,000
26,361
339,654
10,000
360
9,835
1,035,847
3,000
635
1,500
1,920
400
25,000
13,000
1,000
5,000
562
114,980
938
3,739
13,035
2,500
100
3,210
1,267
6,000
20,000
900
19,455
5,545
215,693
1,000
5,000
5,000
6,000
888
19,455
5,545
55
1,500
449,474
14,653
Total
2,500
28,297
786
6,148
9,860
876
430
8,012
3,528
10,259
6,584
1,189
25,684
27,435
16,443
3,500
18,741
1,000
499
2,489
32,367
3,950
300
30,276
7,550
424,618
3,159
705
200,000
150
1,012
299
2,265
139,826
40,000
252,771
26,500
9,835
1,506,862
3,000
635
11,500
360
1,920
400
27,500
13,000
1,000
5,000
562
114,980
938
3,739
13,035
100
3,210
1,267
6,000
20,000
900
25,000
215,693
1,000
5,000
5,000
6,000
888
1,500
489,127
Gift Name
School of Medicine
G0006 Edelen, Charles Memo
G0055 Clinical Anatomy Award
G0069 Med-Gen. Scholarship
G0084 Rogers Mw Scholars Fund
G0151 Taustine Research
G0158 Restoration C Building
G0161 Gifts-Kleri-Building
G0164 Weber Sand Tray Gift
G0167 Moore JW Suite Poj
G0179 Gifts Beard Professorship
G0180 Wald, Herbert Memorial Fund
G0183 Vance Gift Allergy
G0185 Levy, Rs Research
G0186 Gifts Opthalmol Res
G0202 Matthew, E R Fund
G0204 Dowling, Eliza Gift
G0216 Visual Sch PhD Program
G0222 Tobin Memorial Fund
G0223 Jefferies, Mw Surg R
G0224 Surg Resid Educ Fund
G0242 Phi Chi Med Fraternity Fund
G0244 Spec Studies Anatlab
G0250 Glaxo Exchg Pgm-Russ
G0255 Ama-Erf Genphys Lnfd
G0276 Sur Onc Res Fell Support
G0302 Bio Med Resch Bldg
G0319 Norton Ed Rsch Neurosurgery
G0320 Norton Resch-Neurosurgery
G0343 Un Ped Research Fund
G0354 Forensic Fellowship
G0356 Ildstad Equipment
G0377 Med Sch Age Rsch #1
G0387 Gifts Anesthesiology
G0388 Gifts-Anatomy Department
G0394 Gifts-Rad Oncology
G0396 Gifts-Ky Cancer Program
G0402 Gifts-Biochemistry
G0403 Fund for UofL-Medicine
G0412 Gifts-Dean-Medical
G0413 Gifts-Psychiatry
G0433 Gifts-Ophthalmology
G0449 Gifts-Family Practic3
G0453 Gifts-Health Awareness
G0458 Gifts-CEC
G0462 Gift-Biochem Faculty
G0468 Gifts-Diagnostic Radiology
G0471 Gift-Anatomy Grad
G0481 Gift-Endocrinology
G0483 Gifts-Rheumatology
G0487 Gifts-Neurosurgery
G0498 Gifts-Pediatrics
G0501 Gifts-Special Projects
G0504 Gifts-Dermatology
G0511 Gifts-Nephrology
G0512 Gift-A. Ehrlich Memorial
G0523 Gifts-Internal Medicine
G0529 Gifts-Tumor Evaluation Lab
G0530 Gifts-Microbiology
G0531 Gifts-Liver Res Center
G0532 Gifts-Med Education Fund
G0534 Gifts-Medicine-Miscellaneous
G0537 Gifts-Oncology
G0538 Gifts-Chief Med Research
G0539 Gifts-Surgery Faculty
G0540 Gifts-Surgery Research
G0541 Gifts-Cancer Research
G0564 Gifts-Fuller
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
232
2,700
58,793
250
1,306
54,494
498
12,561
1,312
3,926
275
6,587
934
1,801
105
4,995
194
2,496
700
12,627
3,350
355
174
105,722
64,000
22,000
10,790
3,191
16,023
129,316
26,756
61,025
225,090
5,000
76,456
1,425
14,524
56
1,988
200
1,422
7,450
158,446
1,369
43,146
231
4,894
11,000
60,000
45,097
151,587
8,145
10,099
129,990
4,267
10,288
200
5,590
12,582
2,355
2,934
337
1,616
725
92,607
133,294
363,820
74,254
5,450
3,359
970
966
521
3,449
208
155
600
58,727
52,424
74,407
501
Total
232
2,700
58,793
250
1,306
54,494
498
12,561
1,312
3,926
275
6,587
934
1,801
105
4,995
194
2,496
700
12,627
3,350
355
174
105,722
200
1,422
82,240
183,637
78,417
43,146
231
4,894
11,000
60,000
45,097
151,587
8,145
166,171
129,990
4,267
10,288
200
5,590
12,582
2,355
2,934
337
1,616
725
92,607
133,294
363,820
375,800
6,425
5,450
3,359
970
966
521
3,449
208
155
600
58,727
52,424
90,919
501
Gift Name
Gifts-Anatomy Class
Gift-Wm H Long Award
Gifts-Family & Comm
Gifts-Feldhoff
Gifts-Gastroenterology
Gifts-Bone Marrow Ct
Gifts-Ped Hem/Onc
Gifts-Class Of 1944
Gifts Neuronal Reser
Gifts-Wittliff
Gift Schwab Award
Gifts-Va Pain Clinic
Pharmtox Grad Program
HSC Resrch Bldg Gift
Distinguish Lecturer
Gifts-Ped Diabetes
Gifts - Neonatal
Macular Degeneration Resrch
Gifts Residents Educ
Ped Pulmonary Gifts
Emergency Medicine
Gifts/Leti. Kimsey
Ep Fellow Gift Account
Cardiology Research
Hurst Gift
Gifts Swallowing Ctr
Gifts Orhto Surgery Rs
Gifts-Dr. Wagner-Agy
Gifts-Dr. Yu
White Coat Ceremony
Pediatric Crit Care
Ped Crit Care Research
Leskawa Memorial Fund
Lions Research Funding
Consultation Dr Hein
Gifts-Hand Surgery
Miller Research
Martin Res Lab Gifts
Glee Yorke Gift Fund
Clinical Research
Gifts For Gi Education
Gifts-Grand Rounds
Cell Therapeutics
Gyn Ovarian Research
Hear
Gifts For Hem/Onc Ed
Simulation Learn Lab
Wm Pierce Gifts
Kosair Pediatric Ins
Edwards Res Gifts
Bhatnagar A
Anesthesiology&Out
Mcclain Gifts
Neuro Surg Gifts
Dryden Gifts
Resident Education
Jewish-Gl
Edwards Hugh Research
Gall S A Educ Award
Pathology Gen Gifts
Plastic Surgery Alumni
Gifts-Ob/Gyn
Anesthesiology Clin Research
Gift-Post Doc Fellow
Colorectal Surgery
Sleep Medicine Research
Paralyzed Vets America
Jacobs Res - Endocrinology
Faculty
Staff
Other
Fringe
Benefits
16,403
3,752
11,275
241,882
5,449
67,646
73,792
69,700
27,222
53,204
85,550
33,000
26,906
Current
Expense
8,512
2,400
7,500
25,000
1,000
1,695
509
3,825
2,988
989
467
300
6,629
3,300
191
1,180
192,425
245
6,585
12,503
7,060
3,535
63,276
2,608
2,588
2,064
350
1,322
6,736
26,970
8,477
375
2,285
15,664
5,543
24,455
3,800
3,705
29,223
3,773
792
2,006
785
420
262
411,190
10,365
5,749
180
1,678
1,292
54,894
57,461
1,089
1,962
213,582
8,052
449
55,777
3,261
9,490
7,753
200
2,294
6,079
45,521
57
Scholarships
Total
8,512
2,400
7,500
25,000
1,000
1,695
509
3,825
2,988
989
467
300
6,629
3,300
191
1,180
212,580
245
6,585
12,503
7,060
3,535
80,000
309,528
2,608
2,588
2,064
350
1,322
6,736
26,970
8,477
375
2,285
15,664
5,543
24,455
3,800
3,705
29,223
3,773
792
2,006
785
420
262
411,190
10,365
5,749
180
1,678
1,292
54,894
57,461
1,089
1,962
437,500
8,052
449
55,777
3,261
9,490
7,753
145,456
200
2,294
6,079
45,521
G1070
G1074
G1084
G1090
G1105
G1109
G1155
G1159
G1161
G1167
G1168
G1172
G1179
G1183
G1184
G1185
G1200
G1201
G1239
G1240
G1307
G1358
G1359
G1360
G1361
G1364
G1375
G1383
G1384
G1390
G1392
G1408
G1409
G1411
G1413
G1414
G1418
G1423
G1425
G1429
G1430
G1432
G1436
G1437
G1442
G1443
G1444
G1452
G1455
G1456
G1457
G1459
G1460
G1462
G1464
G1472
G1473
G1477
G1484
G1487
G1488
G1489
G1491
G1502
Gift Name
Ophthalmology Alumni-Gifts
Gifts - Olifactory Studies
Age Research Yr 2
Gifts-Sickle Cell
Elin Gifts
Ama Fdn Scholars
Allergy & Immunoloy Training
Pfizer-Stat Consult
Gifts Neonatal Ecmd
GIFTS-NMR RESEARCH
UofL/Norton Cancer
Oral Papillomavirus
JGB-Highest Potential
Gifts UofL Hospital
Gifts/Biomedical Engineering
Gifts-Behavioral Oncology Lab
KSCHIRT Rehab Sym
KSCHIRT Research Sym
Can Ctr - Fellowship Program
Uofl Comprehen Headache Prog
K. Garrison Fdn For Cancer Res
Biothera Research
CTA DONATIONS
PHARMACOLOGY/UNRES GIFTS
Uofl Pediatric Neurology
Wendell Cherry Clin.Trials Res
Wings Gift Account
Dr. Gulgun Tezel Unrest. Gifts
CHRONIC DISEASE SELF MGR
Vonderhaar Healthy Families
General Neurology Research
JGBCC Memorial Research Fnd
Women's Cancer
Experimental Therapeutics Prog
Genetic Targets Program
Cancer Prevention & Control Pr
W W King Gifts
Star Donations
University Stroke Center
Bingham Child Guidance-Gift
Ped Ed Project Fund
Gifts-Inst Molecular Card
Movement Disorder Research
Graden Of Hope
Structual Biol
Moving Ahead
Program Enhancement Fund
Child Neurology Scholar
Healthy Steps
MS Program
MS Care Program
Brown Cancer Campaign Gyn-Onc
Hemophilia
Breast Cancer Research
Multiple Sclerosis Fellowship
Simoneaux Endocrine Tumor
Gifts-Ghim
Star Gifts - Medical Services
Street Cancer Research Fund
Natl City Bnk Canc Res Startup
Bb&T Cancer Ed & Prevention
Julep Ball
Reproductive Endocrinology Fun
Gifts-M J Resource Center
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
3,160
55,000
140,000
77,692
2,150
6,873
2,480
555
4,318
32,641
375
17,398
3,000
10,000
1,550
14,586
13,488
8,001
58,159
15,340
36,572
10,423
43,015
22,000
58
8,601
3,191
30,000
42,770
133
1,471
1,500
57,280
421
24,507
110,684
18,555
5,956
2,845
11,500
1,575
547
119,092
4,199
248,613
337
48,310
3,400
100
300
65,086
3,058
6,772
41,065
31,164
8,535
227,557
2,422
13,789
4,517
18,663
3,099
385
83,207
45,204
2,631
8,957
259
36,175
15,101
26,638
71,709
59,160
47,650
Total
3,160
55,000
140,000
77,692
2,150
6,873
2,480
555
4,318
32,641
375
17,398
3,000
10,000
1,550
36,075
30,000
42,770
133
1,471
1,500
57,280
421
24,507
110,684
92,054
5,956
2,845
11,500
1,575
547
119,092
4,199
248,613
337
48,310
3,400
46,995
100
300
65,086
54,674
31,963
41,065
31,164
8,535
227,557
2,422
13,789
4,517
18,663
3,099
385
83,207
45,204
2,631
8,957
259
36,175
15,101
26,638
71,709
59,160
47,650
Gift Name
Joan Cralle Day Cancer Res Fun
Ovarian Cancer Screening Fund
C.I.I.-Kosair Ped Hrt Res Ctr
Harriett Porter Cance Ed Prev
Cancer Center-Brown Found
Irving Tasman Memorial Resfund
Sal Vicario Education Fund
Bill Guy Memorial Fund
Memory Disorders Research Fund
Aberson Family Cancer Res Fund
Composite Tissue Program
Gifts For Research Louisville
Mary & Frederick Hilton Fund
Neurology Fellowship
Gifts-Cerebrovascularneurosurg
Star-Townsend Scholarships
UL Smokeless Tobacco Research
Summer Internship Program
Autism Center Garden
Pharm.& Tox. Unres. Gifts
KCP-KYAAAC Gifts
CHSE
Joseph S Chalfant Cancer Res F
Med/Dent Rural Minority Prog
Pediatric Neurology Recruitmen
Peds International
Kosiewicz-Research
Cancer Ctr Campaign-Employee
Abu Kwaik-Research
Interventional Pulmonology
Gifts-Melanoma Research
Gifts-Genetic Counseling BBC
Republic Bank&Trust Cancer Res
KCPCRU Gifts
AM-Martin Gifts
Kay Bulitt Fund In Geriatrics
Epilepsy/Stroke Programs
Stroke Research Program
Frazier Polypharmacy Program
Camp Ss Star
Drive Cancer Out Gift Fund
Marshall Charitable Fdn-CTO
Skyscape Gift
ALS Research
Rodu Gift Program
Hepatology-Faculty Support
J.H. -Fellows Support
Neuro.Oncology Res Gift-Vitaz
Coleman Clin Improve Award
Barbara G Blair Fund
Dr. Kenneth Wilhelmus Gift
Peds Interdept Research Awards
Carriegodbeyfundforivfpatients
Peds Medical Education Gifts
Breast Cancer Patient Support
Kela's Crew For Clinical Trial
Class Of 1964 Scholarhip Fund
Pancreatic Cancer Research
Chinese-American Res Institute
Pediatric Neurology Support
Neurology Medical Education
Palliative Care
Trauma Public Awareness
Star Derby Festival Marathon
Gi Fellowhip Training
Lung Cancer Research
Browning Melanoma Fund
Belize For Audiology
Faculty
69,769
1,960,083
Staff
151,410
48,172
486,474
Other
31,646
69,059
Fringe
Benefits
80,662
13,729
644,090
11,568
18,681
Current
Expense
Scholarships
82,000
20,978
1,767,959
877,707
526
1,172
395
650
1,896
1,357
1,300
8,550
5,665
1,557
473
1,740,373
10,219
73,232
990
9,848
1,570
67,320
4,588
4,113
2,909
1,577
5,787
965
1,388
58,697
5,324
25,000
3,712
3,341
93,370
11,850
39,476
53,560
13,805
48,539
11,452
16,366
2,974
19,435
2,222
4,842
1,266
1,911
170
240,512
11,222
1,250
1,460
802
395
750
401,586
315
2,862
1,200
553
19,587
278
250
6,469
14,146
35,100
13,605
805
55,177
32,475
3,601
100
150
244
17,991
38,398
14,467
114
59
Total
82,000
20,978
2,069,800
61,901
4,000,000
526
1,172
395
650
1,896
1,357
1,300
8,550
5,665
1,557
473
1,821,000
10,219
73,232
990
9,848
1,570
67,320
4,588
4,113
2,909
1,577
5,787
965
1,388
58,697
24,005
19,435
2,222
36,895
1,266
1,911
170
385,208
11,222
1,250
68,825
802
395
750
461,577
315
2,862
1,200
553
19,587
19,618
250
6,469
14,146
35,100
13,605
805
55,177
32,475
3,601
100
150
244
17,991
38,398
14,467
114
Gift Name
Tumor Cell Metabolism Meeting
Red & Black Ball Gift Program
Autopsy Study Initiative
Gifts For C.I.I.
Ramos Gift Account
Movement Disorders PSCK Gift
KB Bush Head & Neck Cancer Fnd
Medical Humanities Fund
Div Chief-Fellowship Education
Merck Frosst
MS Education
Anatomy Lab Renovations
Kosair Charities Pediatric Can
Let's Kick Cancer Gifts
Fall Golf Classic Gift Fund
Geriatrics Fellowship
Class of 58 Heritage Hall
Schwartz Insurance Group Schlr
Dr. Samuel Cheng Fund
Dr Richard Redinger Chair
Krishnasamy Gift
Patient Support Services
COPD Pulm Rsch Ja Manning Mem
Shooting for the Cure
Cervical Cancer Research
Bone Marrow Donor Endeavors
Garretson Memorial for Sci Res
Dr. Thomas Shown Shclshp Fd
Prostate Cancer Rsch Fund
FHKY Mental Health Treatment
Movement D/O Education & Resea
Student Ldshp Activities Fund
Bequeathal Donations
Norton Gastroenterology Gift
SCI Rehabilitation Research
Walking 2 Beat Uterine Cancer
Child Neurology Faculty Supprt
Gifts-Inernational Peds Mis
Research Sleep Fellow
H & D Wagner Conference Facill
Endocrinology&Diabete Research
Gheens Fdn-Cll Expansion
Horses and Hope
Hughes Scholarship Fund
Baby Simulator for SOM
Colon Cancer Research
Neurology Faculty Support
Stroke Program
Coleman Prize Award
Klein Patient Support Fund
Norton Healthcare
Renal Cell Carcinoma Res Gift
Lab Renovation -Class 1968
Ky Spinal Cord Injury Res Ctr
Meghan's Mountain Gift Fund
Depression Center Gifts
Mouse Models Core
Resident Education-OB/Gyn
Ackerly, Keller, Landis Fund
Neonatal Division Chief Funds
Lymphoma Research Gift Acct
Gifts-Rad Translational Rsrch
Genito-Urinary Multidisciplina
Owensboro Cancer Rsh Prog
Vascular Surgery Development
Celebration of Hope
Autism Center Gifts
Friedland Alzheimer's Research
Faculty
Staff
Other
Fringe
Benefits
90,000
43,228
48,599
13,851
Current
Expense
Scholarships
2,920
41,982
1,000
107,600
17,130
63,384
17,800
4,263
87,834
61,494
499
373,880
5,543,697
46,163
438
4,000
500
1,600
1,100
1,451
20,503
545
127
1,399
16,864
9,336
1,750
94,335
3,023
389,105
31,050
37,680
93,243
6,951
7,103
39,850
10,906
9,815
2,290
3,354
7,200
1,275
51,088
48,191
4,882
17,652
66,551
3,636
71,413
1,500
87,051
150,000
5,000
55,153
138,937
60
60,065
2,506
616
16,795
4,555
1,436
56,796
42,055
1,156
15,250
38,413
17,230
24,858
7,325
900
12,942
18,874
5,000
5,955
5,375
775
24,187
55,247
74,895
13,378
Total
2,920
41,982
1,000
107,600
17,130
63,384
17,800
4,263
87,834
61,494
499
373,880
5,676,925
46,163
62,450
438
4,000
500
1,600
1,100
1,451
20,503
545
127
1,399
16,864
9,336
1,750
9,815
2,290
3,354
7,200
1,275
148,446
48,191
4,882
500,000
104,552
48,419
71,413
1,500
137,807
150,000
5,000
2,506
616
16,795
4,555
1,436
56,796
296,210
1,156
15,250
38,413
17,230
24,858
7,325
900
12,942
18,874
5,000
5,955
5,375
775
24,187
55,247
74,895
13,378
Gift Name
Gifts-Rad Residency Prog
CBD Center
Biophysics Research Program
KSCHIRT Visiting Lectures Ser
SRSP Gifts
Alfred Bennett Jenson Fund
Digestive Health
DFGM Gifts for Clinical Sup
Nagaraj Chair
Fellowship Sponsored Account
Arnold P Gold Foundation
Educational Affairs RW
Star Scholarship Fund
Bates Lab
TMDPM Program
Zimmerman Memorial Fund
KY-IN Paralyzed Vets of Amer
FY10 Kosair Charities Forensic
FY10 Kosair Charities Fellowsh
Clinical Nephrology Gifts
Friedland Neuro Res Gift Fund
MS Patient Education Retreat
Ped Psych Svcs for CF
Rounsavall Professorship
PSCK Matching Gift
Surgical Oncology Fellows
Rounsavall-Diagnostic Early St
Stem Cell Research
CII Innovators Society
Psychiatry Autism Rsch Pgm
The Loyd Cancer Rsch Fund
Dr Theodore Segal Memorial Fnd
CII-Advanced Cell-based Patch
John C Wright Fund, FGM
Alma Hunt Research Fund
Auerbach Fam End Chr-Psy-Onc
Enhancement Geriatric Prog
Grateful Patients
Audiology Professional Enrich
Unruh Foundation Research Fund
Helmsley Trust Gift
Infectious Diseases Gifts
Patient Navigator Gift Fund
Ped Adolescent Gyn-Norton
Urogyn Support from Norton
Neuro/Neurosurgery Grand Round
Pediatric Cancer Research
FY11 Kosair Chairties KCPCRU
FY11 Kosair Charities Star
KY11 Kosair Chairties Forensic
FY11 Kosair Charities Fellowsh
Gift for Gear Up and PEPP
Staten Education Fund
Fellow Development
UofL Interventional Neurology
Elfriede Armour Research Gift
TEVA M/D Video Rounds
Rounsavall-Glaucoma Rsrch
Rosenberger Award
CII-Member Support
John Karibo Lectureship
Otology Education& Research
Rounsavall-Quantitative ED Stu
Gifts-Physiology& Biophysic
KDP Medical Director
Samuel D Weakley Cancer Resrch
Gifts for Geriatric Int Group
Kosair Charities Autism Ctr-11
Faculty
Staff
Other
Fringe
Benefits
55,794
11,979
58,125
9,740
12,172
15,562
14,400
3,070
8,352
1,502
8,755
26,400
8,246
40,317
33,231
32,968
18,915
7,928
160,001
20,088
242,524
37,663
15,561
207,836
10,762
41,846
47,855
61
6,355
64,958
72,187
3,201
12,821
Current
Expense
1,000
2,345
2,169
19,470
1,200
6,378
182,627
5,936
69,431
14,920
418
14,000
40,881
5,297
96,134
16,693
2,000
659
8,926
9,805
428
3,824
8,640
135
150,000
65,599
5,919
1,355
15,160
3,000
1,773
1,841
5,000
2,000
191,971
37,849
265,500
25,696
400
10,000
450,503
700
500
2,085
7,937
188
81,352
3,084
1,000
5,655
1,000
1,204
9,700
1,415
50,000
3,000
125,000
15,504
34,500
25,000
4,604
25,100
323,016
125
42,546
Scholarships
Total
1,000
2,345
2,169
19,470
1,200
6,378
250,400
5,936
94,733
85,217
418
14,000
40,881
5,297
113,604
16,693
2,000
659
8,926
9,805
428
3,824
8,640
135
150,000
75,453
5,919
1,355
15,160
3,000
45,174
1,841
5,000
2,000
284,171
79,008
265,500
25,696
400
10,000
450,503
700
500
2,085
205,601
188
81,352
25,000
292,882
325,473
45,047
1,000
5,655
1,000
1,204
9,700
1,415
50,000
3,000
125,000
15,504
34,500
25,000
4,604
25,100
323,016
125
103,222
Gift Name
Evan Dunbar Neuroblastoma
Helen&Carl Helman Art Ther
Reed Harcourt Kemp Mem FD
C-arm Xray Machine
JGBCC Brown Foundation
Hammer & Halperin Lectureship
Donations-Learn RSH
Gifts-Peds-Amb South
Gifts-Peds-Amb Dntn
Gifts-Peds Diabetes
SUBTOTAL
Faculty
Staff
Other
17,576
4,148,527
1,729,234
School of Music
G0111 Friends-Sch Music
G0125 Music Prep Scholarship
G0147 Herz Gift Fund
G0259 Jazz Scholarships
G0423 Fund for UofL-Music
G0480 Gifts-Jazz Program
G0542 Gifts-Music
G0546 Gift-Music Scholars
G0826 New Music Initiative
G1004 Grawemeyer Fellowship-Music
G1007 Gifts To Marching Band
G1144 Anthony D. Gigante Memorial Ja
G1169 The Piano Fund
G1471 Music Therapy General Gifts
G1478 Sanders Elem. Suzuki String
G1480 Chamber Music Chamber Notes
G1482 Music Voice Scholarships
G1497 Music-Keyboard General Fund
G1500 Early Music Ensemble
G1501 Gist Piano Improvement Fund
G1508 Suzuki Piano General Fund
G1510 Music Voice General Fund
G1518 Marching Band General Fund
G1519 Music - Jazz General Fund
G1520 Music History General Fund
G1523 Music - Bands General Fund
G1529 Music Education General Fund
G1533 Music Theory General Fund
G1578 Music Brass General Fund
G1579 Music Choral General Fund
G1580 Music Orchestral General Fund
G1581 Music Percussion General
G1583 Music Strings General Fund
G1593 NMT Clincal Experience Fund
G1648 Suzuki Pedagogy Position
G1691 Jazz Events
G1764 Instrumental Music Scholarship
G1814 Music Therapy Positions
G1866 Bickel Piano Memorial
G1869 Music Therapy Parkinson's
G1875 Marching Band Uniforms
G1909 Music-Griffith Edu Award
G2025 D LeBlanc Music CD Project
G2097 Piano Guest Artist Fund
G2107 Brenda Kee Piano Award
G2117 Take a Seat Campaign
G2126 Music Guitar Gifts
G2210 Abell Young Composers Comp
SUBTOTAL
Fringe
Benefits
9,087
460,191
1,683,757
Current
Expense
100,000
5,204
4,030
11,300
3,973,337
2,000
1,234
1,357
12,856
111
24,662,974
Scholarships
192,493
13,980
2,623
1,976
2,000
901
21,196
3,053
442
1,426
5,365
7,542
96,088
100
28,631
271
100
1,585
450
1,211
1,834
2,503
20,033
6,133
4,072
10,038
1,207
1,775
826
100
1,354
4,216
405
160
358
2,380
30,896
7,097
285
8,663
1,610
3,750
8,408
565
239
532
2,250
750
100
10,000
311,341
School of Nursing
G0075 Jr-Sr Nurs Scholarship
G0081 General Nursing Scholarship
G0351 Enroll Support Hospital
G0440 Gifts-Nursing Contingency
G0490 Fund for UofL-Nursing
11,704
4,581
11,328
363
71,892
62
10,138
Total
100,000
5,204
4,030
11,300
4,000,000
2,000
1,234
1,357
12,856
111
32,877,176
13,980
1,976
4,623
901
21,196
3,053
442
1,426
5,365
7,542
96,088
100
28,631
271
100
1,585
450
1,211
1,834
2,503
20,033
6,133
4,072
10,038
1,207
1,775
826
100
1,354
4,216
405
160
358
2,380
30,896
7,097
285
8,663
1,610
3,750
8,408
565
239
532
2,250
750
100
10,000
321,479
11,704
4,581
11,328
363
71,892
Gift Name
Volunteer Caregivers
Gifts L & C/Nursing
Student Leaders Nursing
Harambee Nursing Initiative
LRC Donations
Ky Racing Hea & Welfare Prog
Nursing History Fund
Intll Service Learning Scholar
Ruth Cassidy Franklin Scholars
Friends Of Sally Nursing Schol
Diabetes Testing Project
Dean Marcia J. Hern Faculty Aw
Rachel Erin Beam Memorial Sch
Hygenic Research Fund
SUBTOTAL
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
Total
2,645
11,206
2,106
3,320
1,839
157,150
320
500
15,000
1,260
263
5,000
10,719
5,437
316,633
2,645
11,206
2,106
3,320
1,839
166,609
320
500
15,000
1,260
263
5,000
10,719
5,437
326,092
500
500
500
500
4,100
14,000
954
1,200
10,000
11,000
6,500
30,000
600
7,900
7,300
85,000
24,598
3,000
7,707
2,292
41,000
214
31,162
760
20,000
309,287
4,100
14,000
954
1,200
10,000
11,000
6,500
30,000
600
7,900
7,300
85,000
24,598
3,000
7,707
2,292
41,000
214
31,162
760
20,000
309,287
University President
G0806 President's Discretionary Fund
G2008 Share Program
SUBTOTAL
8,693
6,433
15,126
8,693
6,433
15,126
6,261
2,430
733
1,772
100
11,296
6,261
2,430
733
1,772
100
11,296
6,174
25,000
31,174
6,174
25,000
31,174
280
280
280
280
8,733
726
8,733
726
63
Gift Name
Faculty
Staff
Other
Fringe
Benefits
Current
Expense
Scholarships
225
4,356
1,450
4,239
3,227
156
837
134
21,548
9,744
3,284
10,289
160,049
7,657
196
1,678
170
4,395
2,732
3,155
9,690
400
1,711
1,845
633
153
115
100
254,168
225
4,356
1,450
4,239
3,227
156
837
134
21,548
9,744
3,284
10,289
160,049
7,657
196
1,678
170
4,395
2,732
3,155
9,690
400
1,711
1,845
633
153
115
100
254,168
8,987
360
100
1,607
1,610
101
17,536
3,390
11,625
2,881
3,257
5,430
575
1,000
2,810
2,925
1,335
4,727
3,905
3,078
8,987
360
100
1,607
1,610
101
17,536
3,390
11,625
2,881
3,257
5,430
575
1,000
2,810
2,925
1,335
4,727
3,905
3,078
1,848
9,591
234
317
6,574
594
2,935
15,252
65,057
122
2,564
1,000
2,955
1,105
900
1,848
9,591
234
317
6,574
594
2,935
15,252
65,057
122
2,564
1,000
2,955
1,105
900
64
Total
G0927
G0930
G0983
G1147
G1156
G1164
G1496
G1592
G1597
G1659
G1914
G1980
G2012
G2067
Gift Name
Faculty
Staff
Other
Fringe
Benefits
Grand Total
Current
Expense
Scholarships
131,144
629
1,676
196
497
200
1,485
2,594
460
32,666
358
31,994
294,613
98,835
131,144
629
1,676
420
842
196
497
200
1,485
2,594
460
32,666
358
31,994
393,448
30,035,600
2,109,600
40,506,800
420
842
4,242,900
1,750,200
634,500
1,734,000
Total
NOTE: Gift program amounts less that $100 are not included in the above chart, nor are they included in the grand total. The total value
of gift programs less than $100 is $3,450.
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Gift Budgets
Historic Analysis
2007-08
2008-09
2009-10
2010-11
2011-12
1,413,950
1,521,504
1,517,767
1,586,544
1,754,690
College of Business
1,537,141
1,578,890
1,578,447
1,571,072
809,993
School of Dentistry
172,064
318,433
318,134
282,928
489,127
462,819
469,886
623,193
464,786
904,522
20,039
19,600
20,303
19,500
19,500
168,678
171,749
182,423
74,422
93,693
467,686
1,031,305
837,662
736,562
140,700
University Libraries
192,906
314,401
274,742
294,686
309,287
School of Medicine
18,735,898
22,499,299
28,269,790
21,698,339
32,877,176
School of Music
605,840
372,014
286,317
224,954
321,479
School of Nursing
731,766
744,794
474,827
276,434
326,092
2,178,146
11,650
2,162,572
1,726,132
500
909,921
1,118,299
882,530
1,521,482
223,005
9,069
9,065
9,065
15,126
503,443
812,848
1,014,427
465,245
1,506,862
1,529
66,563
24,700
15,543
11,956
11,721
17,221
11,296
31,174
10,371
10,371
7,815
35
280
350
1,150
1,150
6,255
98,769
98,769
98,769
84,251
254,168
864,375
859,900
311,500
430,740
393,448
29,088,403
31,975,883
38,887,274
31,555,931
40,506,800
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Support Materials
Policy on Management of
Endowment and Similar Funds
A. Background:
Because of cutbacks in state support for higher education and the likelihood of continuing
constraints on new appropriations, the University must use all of its financial resources effectively. The use of endowment funds, gift funds, and similar funds must be used to meet
the University's objectives consistent with donor designations. In the future, these funds
will play a larger part in the overall budget strategy of a college or school and cannot be
viewed as unallocated reserve funds. They must be carefully budgeted and wisely used to
carry out the University's mission of instruction, research, and service.
The following policy guidelines are intended to ensure the effective management of endowment and similar funds and will enable accurate reporting to donors on how the funds
are expended.
B. Definitions:
For purposes of this policy the following definitions will apply:
1. Endowment funds are gift funds that are unrestricted or have been designated to specific programs by individual donors under the terms of a legal gift agreement. The principal of an endowment fund, or the face amount of the bequest, can not be expended.
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C. Policy:
1. Vice presidents and deans will ensure that endowment and similar funds are used for
the purposes intended by the donors. In cases where the fund is unrestricted as to use
and purpose, funds will be expended as approved through the program budgeting process.
2. Vice presidents and deans will prepare annual reports on major endowment funds,
briefly explaining how the funds were used by their college or school to meet program
objectives and donor designations. Deans will submit their reports to the University
Provost for central coordination and review. These will be forwarded to the President,
who will inform the donors as appropriate. Vice presidents will submit their reports directly to the President.
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tures is intended to protect future budgets from fluctuations in interest rates and unplanned growth of the C.A.R. budget.
8. The following guidelines specifically refer to the establishment of positions funded
from endowments and similar funds:
a.
If funds are earmarked for the establishment of a faculty position, i.e., an endowed chair, units may not use the funds for other purposes without permission
from the President or his designee.
b.
A faculty position funded from an endowment or similar fund will not be established until there are sufficient annual earnings to provide the annualized salary
amount for the position plus an appropriate allowance for fringe benefits. Where
special circumstances warrant, the President or his designee may make exceptions to this on a case-by-case basis.
c.
University units should plan for future cost increases when budgeting endowment and similar funds. Annual salary adjustments, increases in the cost of
fringe benefits, and other non-salary cost increases normally will be absorbed by
the respective fund. When developing budgets, units will ensure that routine cost
increases can be accommodated in future years within the projected available
earnings of the fund. If this is not possible, units must request a budget supplement to support these cost increases.
d.
If the annual earnings of an endowment are not sufficient to provide for the full
funding of a faculty position (i.e., an endowed chair), they may be reinvested.
Deans wishing to do this must specify the amount to be reinvested on the Endowment Program Budget Worksheet submitted to the Office of the VP for Finance.
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