Table 6
Western Kentucky University Foundation
Endowments Established or Expanded with State Funds
During Fiscal Year 2012-2013
Private Funds
Date
Established/
Expanded
Endowment Name
State
Funds
Gifts
Pledges
Grand
Total
Total
Endowments Established:
None
$
-
$
-
$
-
$
-
$
-
Endowments Expanded:
None
-
-
-
-
-
-
-
-
-
-
Endowment Funds Moved:
None
Grand Total
$
-
$
-
$
-
$
-
$
-
WKUF number accurate
Western Kentucky University
Western Kentucky University Foundation and College Heights Foundation
Table 7: Components of Change in Endowment Market Value
From Beginning to End of Fiscal Year 2012--2013
Prior to 7/1/12
Endowment Title
Date
Established
State
Funds
Received
Gifts
Received
Year 7/1/12-6/30/13
Market
Value
6/30/2012
Outstanding
Pledges
6/30/2012
State
Funds
Received
Investment
Earnings
(Loss)
Gifts
Received
Earnings
Expended
2012-13
Market
Value
6/30/2013
Outstanding
Pledges
6/30/2013
Existing Endowments:
Layne Professorship in Mechanical Engineering
Zuheir & Susan Sofia Scholarship Fund for International
Mattie Newman Ford Professorship in Entrepreneurship
Mary R. Nixon Professorship in Accounting
Jerry E. Baker Professorship in Music
Hays Watkins Visiting CEO Professorship
J. Clifford Todd Professor in Longevity and Healthful Livin
CHC/Centercare Visiting Professorship
Leon Page Professorship in Banking & Financial Planning
Wm. M. McCormack Professorship
Hall Professorship in Construction Engineering
Faculty Fund for Excellence in Ogden College/Hard Science
Boyd-Lubker Visiting Scholars Program
Johnson & St. Clair Center for Gifted Studies Faculty
Support
College of Education Dean's Fund for Excellence
Gordon Ford College of Business Dean's Fund for
Excellence
Ogden College of Science and Engineering Dean's Fund
for Excellence
Potter College of Arts Dean's Fund for Excellence
Ward Visiting Professorship for Women's Studies
Larry B. Shelton Dean's Fund for Excellence
Gail Martin Lecture & Faculty Development Series
Minority Teacher Support Endowment
Bell Fund for Civil Engineering
Jim Scott Professorship
Knicely Professorship in Leadership Studies
M. Eddie Carter Gifted Studies Faculty Fund
Bramham/Collins Visual & Performing Guest Artist
Endowment
Lester and Dorothy Reeves Institutional Fund for
Gerontology
Gordon Ford College of Business Endowment
Moseley-Watkins Fund for Excellence in English
Cangemi Faculty Award for COE
Walter N. Scott Professorship in Biology
Tom Gorin Dean's Fund for Excellence
Service One Credit Union Endowed Scholarship Fund
Kerr - Greulich Endowment for Ogden College
Betty Lou Smith Scholarship and Ben Corbin Memorial
Paul G and Ernestine G Hatcher Modern Language Fund
Pat Eubank French Memorial Scholarship Fund
Harlin Parker Scholarship Fund
Sofia International Faculty Fund for Excellence
Gifted Studies Professorship
9/25/1998
10/31/1998
11/19/1998
1/4/1999
1/28/1999
9/28/1999
10/31/1999
1/7/2000
1/10/2000
1/11/2000
1/18/2000
4/27/2000
5/4/2000
475,000
250,000
500,000
500,000
500,000
311,000
500,000
315,209
500,000
500,000
500,000
5,870
100,000
476,000
250,000
501,528
501,585
501,416
621,239
513,577
350,000
450,000
500,000
501,913
5,870
100,100
833,365
523,453
1,001,372
1,148,587
1,001,933
1,046,507
1,185,949
661,103
869,294
1,152,108
877,556
12,127
202,922
-
-
2,000
-
77,769
27,123
93,588
107,458
93,539
123,327
109,455
61,832
81,185
107,783
81,543
1,167
18,968
(34,119)
(10,875)
(39,553)
(44,191)
(40,460)
(41,211)
(97,107)
(25,679)
(34,805)
(44,475)
(35,730)
(137)
(7,988)
877,015
539,701
1,055,406
1,211,854
1,055,012
1,128,624
1,200,297
697,256
915,675
1,215,416
923,369
13,158
213,901
-
5/12/2000
5/18/2000
12,500
12,500
12,500
12,750
33,160
30,956
-
-
-
3,104
2,898
(1,258)
(1,176)
35,006
32,677
-
5/18/2000
12,500
12,500
26,355
-
-
-
2,464
(1,031)
27,788
-
5/18/2000
5/18/2000
5/25/2000
5/25/2000
6/12/2000
6/12/2000
6/30/2000
7/10/2000
7/19/2000
7/27/2000
12,500
12,500
110,000
15,000
25,000
25,000
125,000
1,000,000
500,000
25,000
12,500
12,763
110,000
15,000
33,530
55,382
125,910
1,001,000
504,420
25,000
30,055
32,121
171,384
30,882
89,849
88,379
242,154
1,779,979
1,152,981
58,050
-
-
165
500
-
2,814
3,008
16,008
2,886
8,383
8,268
22,663
130,999
107,889
5,435
(1,140)
(1,214)
(6,871)
(1,218)
(3,696)
(3,414)
(9,261)
(41,749)
(44,266)
(2,203)
31,729
33,915
180,522
32,551
94,536
93,399
255,555
1,869,729
1,216,604
61,281
-
8/1/2000
60,000
60,000
119,701
-
-
-
11,185
(4,752)
126,134
-
8/1/2000
8/4/2000
8/10/2000
9/4/2000
12/4/2000
12/31/2000
2/1/2001
3/30/2001
5/24/2001
11/6/2001
12/17/2001
12/31/2001
1/31/2002
5/9/2002
100,000
50,000
2,500
14,500
224,500
25,000
10,000
114,500
80,000
25,000
54,630
72,802
200,000
500,000
100,172
59,145
7,566
17,500
350,080
25,000
120,000
878,131
85,165
25,000
49,865
36,155
200,000
500,000
214,251
102,937
10,831
37,031
725,209
51,548
131,885
1,049,103
162,054
58,596
117,020
85,513
507,534
1,240,368
4,765
15,102
-
-
7,850
104,665
275
32,298
15,102
-
20,087
9,631
1,011
3,463
67,854
4,817
13,088
102,050
3,445
2,483
6,194
5,135
32,453
116,103
(8,786)
(3,965)
(437)
(1,445)
(27,888)
(2,048)
(2,971)
(36,044)
(13,422)
(1,692)
(3,250)
(5,150)
(18,843)
(47,258)
225,552
108,603
11,405
39,048
765,174
54,317
149,851
1,219,774
152,352
59,387
119,964
117,796
536,246
1,309,213
4,765
-
Prior to 7/1/12
Date
Established
Endowment Title
Budde Fund for Excellence in Journalism
Commonwealth Health Corporation Scholarships
Dero Downing Spirit Makes the Master Scholarship
Caleb Slaton/Logan Aluminum Endowed Scholarship Fund
Tom and Nancy Baird Kentucky Library Endowmen
Thomas R. and Judith L. Hunt Scholarship Fund
Excellence Fund for Music - Symphony
Glenn R. and Joan B. Garrison Scholarship Fund
Pelino Fund for Excellence in Communications
Greenview Regional Hospital Fund for Nursing
Frockt Family Professorship in History
Confidential Visiting Professorship in Education
US Bank Fund for Excellence in Music
Athena Cage Scholarship Fund
Mr. and Mrs. Raymond Simmons Agriculture
Scholarship Fund
Gildersleeve Fund for Geology and Geography
Turner Professorship in Journalism
Rafferty's Inc. Endowed Scholarship Fund
Wendell Cherry Visiting Professorship in Business
Leadership & Ethics
BB&T Visiting Professorship Fund
Dorris J Hutchison Scholarship Fund
Laura Goad Turner Foundation Fund for Excellence in
Symphony
Fleishcaker/Greene Fund for Excellence in First Amendmen
Jarve Endowed Honors College Professorship
Leichhardt Professorship in Horticulture
Innovation in Sustainability
Endowment for Research
Ritter Family Professorship
Halton Fund for Economic Development in Allen County
Ted Middleton Scholarship Fund
Joseph J. Zaydon, Jr. M.D. Endowed Pre-Medical
Scholarship
Grand Total
State
Funds
Received
Gifts
Received
Year 7/1/12-6/30/13
Market
Value
6/30/2012
Outstanding
Pledges
6/30/2012
State
Funds
Received
Gifts
Received
Investment
Earnings
(Loss)
Earnings
Expended
2012-13
Market
Value
6/30/2013
Outstanding
Pledges
6/30/2013
5/29/2002
5/31/2002
6/24/2002
7/31/2002
9/30/2002
10/9/2002
10/16/2002
11/7/2002
12/31/2002
3/14/2003
3/21/2003
4/28/2003
5/15/2003
5/15/2003
86,000
500,000
90,000
50,000
50,000
50,000
50,000
100,000
50,000
100,000
500,000
250,000
28,000
10,198
81,000
687,500
90,000
50,000
57,792
50,041
65,761
123,344
75,003
100,000
504,000
250,000
28,000
35,698
190,583
1,266,384
180,082
100,349
133,135
170,452
124,931
276,522
151,829
228,104
1,146,005
576,351
55,535
24,701
5,000
-
-
5,500
75
2,375
-
18,059
118,556
8,265
5,170
8,035
7,588
11,755
13,212
14,314
21,504
107,488
53,903
5,194
1,084
(7,469)
(48,068)
(8,000)
(5,000)
(7,948)
(4,863)
(6,625)
(5,926)
(6,587)
(48,265)
(22,403)
(2,141)
(350)
206,672
1,336,872
180,422
100,519
133,222
153,040
134,199
262,358
160,217
243,021
1,205,228
607,851
58,589
25,435
-
5/28/2003
6/6/2003
7/1/2003
7/10/2003
50,000
50,000
500,000
100,000
50,115
42,587
500,290
76,000
113,848
94,186
1,147,619
223,991
7,913
24,000
-
8,000
5,766
8,799
107,179
21,147
(4,375)
(3,760)
(45,945)
(8,110)
115,239
99,226
1,208,853
245,028
7,913
16,000
7/16/2003
8/28/2003
9/6/2003
250,000
250,000
155,000
250,000
250,000
370,001
539,089
537,879
591,632
-
-
2,450
-
50,157
50,244
30,538
(24,134)
(21,476)
(25,000)
565,113
569,096
597,170
-
9/23/2003
9/4/2007
6/20/2008
9/25/2008
10/10/2008
4/9/2009
5/8/2009
8/24/2009
12/1/2009
125,000
150,000
500,000
500,000
50,000
375,000
500,000
50,000
164,000
125,000
287,630
301,173
309,969
46,000
1,200,000
30,000
268,083
260,472
588,404
993,966
908,837
112,997
449,535
1,819,906
88,918
567,952
98,828
200,000
4,000
375,000
20,000
-
-
12,370
98,827
50,030
2,000
10,000
-
21,859
55,718
93,906
88,947
10,727
43,258
81,312
8,833
24,261
(30,020)
(16,059)
(29,186)
(29,652)
(3,882)
(5,063)
7,736
(2,843)
(6,000)
252,311
640,433
1,157,513
1,018,162
121,842
487,730
1,908,954
104,908
484,477
149,970
2,000
375,000
10,000
-
12/17/2009
150,000
120,408
284,841
29,592
-
2,000
12,543
(4,000)
295,384
27,592
14,211,209
16,145,656
32,845,197
784,199
-
356,482
2,809,874
(1,178,192)
34,685,874
593,240