UNIVERSITY OF HOUSTON
FY 2015
PLANNING AND BUDGETING GUIDE
June 2014
University of Houston
FY2015 Planning and Budgeting Guide
Table of Contents
1.
Planning and Budgeting Memorandums
President/Chancellor’s Memorandum FY2015 Planning Guidelines ................... 4
FY2015 Employee Stipend Guidelines .................................................................. 6
2.
Formula Funding from the State of Texas
Appropriations FY2014-FY2015 compared to FY2012-FY2013 .......................... 8
Elements of Formula Funding................................................................................ 9
Base Period Semester Credit Hour Trends............................................................. 11
3.
Budget Development Process
Flowchart ...............................................................................................................
Calendar .................................................................................................................
Overview................................................................................................................
Memorandum FY2014-2015 Nonresident Tuition Rate ........................................
Budget Guidelines..................................................................................................
Budget Principles ...................................................................................................
17
18
19
20
23
26
4.
Budget Training
Budget Training Memo .......................................................................................... 28
Budget Training web links to Budget Training Guide ........................................... 29
5.
Appendices
University of Houston Mission and Goals .............................................................
Glossary of Budgeting Terms ................................................................................
Full-Time Equivalent Position Definitions ............................................................
Standard Work Hours/week for Part-time Faculty.................................................
Employer Matching Rate for Estimate of Benefit Costs ........................................
Health Premium Rates and Contributions ..............................................................
FY2014 Non-Health Insurance Rates ....................................................................
FY2015 Endowment Income .................................................................................
FY2015 Research Allocations ...............................................................................
FY2015 IDC Allocations .......................................................................................
FY2015 SSF Allocations .......................................................................................
Contact List ………….. .........................................................................................
2
32
33
36
37
38
39
41
43
57
58
60
61
Planning and Budgeting Memorandums
3
UNIVERSITY OF HOUSTON SYSTEM
UNIVERSITY OF HOUSTON
RENU KHATOR
Chancellor and President
MEMORANDUM
Date:
February 20, 2014
To:
William Staples, President, UH-Clear Lake
William Flores, President, UH-Downtown
Philip Castille, President, UH-Victoria
From:
Renu Khator, Chancellor
Re:
FY 2015 Planning Guidelines
In May, the UH System universities will present their FY 2015 plans and budgets to
the Board of Regents for consideration. Through this memorandum, I wish to convey my
expectations for the planning component of these presentations. Your planning
presentation should include the following:
1. Institutional mission and goals.
2. One-page introduction, including a general overview of your plan and the
process through which it was developed.
3. One-page summary of reallocations (including their dollar value and prior
use) implemented to fund new initiatives in your plan. Doing so will
demonstrate our commitment to placing existing resources to their best
possible use.
4. Description of new initiatives through which you will pursue the UH System’s
three goals of student success, national competitiveness, and community
advancement, plus the investments you will make in university infrastructure
and administration.
5. Bridge tables that summarize university investments of new resources
(including existing resources reallocated to new purposes) and HEAF.
For cch of the goal areas (identified in 4 above) you should include the following
sections. Each section should be no longer than two pages.
212 E Cullen Building
Houston,Texas 77204-2018
4
713.743.8820
Fax:713.743.8837
Overview
In this section you should explain the importance of the goal in relation to your
university. You should also evaluate the success of strategies taken in recent
years to achieve the goal in relation to moving the needle on Progress Card
measures, citing data from your progress cards where appropriate.
FY 2015 Initiatives
In this section you should identifr the major initiatives you will undertake in
FY15 to achieve the goal and fund either through new resources (e.g., new tuition
and fees, existing resources reallocated to fund new initiatives) or HEAF. Each
initiative should be described briefly, including the dollars that will be allocated
to the initiative, the source of funds (i.e., new resources, HEAF) and a reference
to expected outcomes.
Investment of Resources in FY 2015 Initiatives
This section should be a table identifying the initiatives in which you will invest
in FY15. The table should include the name of the initiative, the amount invested,
and the source of funds (i.e., new resources, HEAF).
The final component of your plan should be two bridge tables that summarize the
ways in which new resources and HEAF are being applied (as described in the FY2O]5
Initiatives section of your plan). These tables should reconcile with the individual
“Investment of Resources in FY15 Initiatives” tables for each UHS goal. They will also
provide the link between your plan and your budget presentation.
Looking ahead, Dr. Carlucci and his staff will be working with your CFOs to
prepare the budget presentation for the Board. As we did last year, included in this
presentation will be a table of how your total operating budget is expended by function
(e.g., faculty & staff [multiple categories for each], capital, M&O, etc.). Providing a onepage overview of how all funds are budgeted at our universities is particularly valuable
for regents.
By Friday, April 4, a ft of your planning materials should be submitted to
Chris Stanich, after which we will hold planning hearings so I can provide you with input
before the plans are finalized and submitted to the Board of Regents in August. Prior to
the planning hearings, Mr. Stanich will be available to answer any questions you may
have regarding the preparation of these materials.
cc:
Dr. Paula Myrick Short, Senior Vice Chancellor for Academic Affairs
Dr. Carl Carlucci, Executive Vice Chancellor for Administration and Finance
Mr. Tom Ehardt, Associate Vice Chancellor for Finance
Mr. Chris Stanich, Associate Vice Chancellor for Institutional Planning &
Analysis
5
University of Houston
FY15 Employee Stipend
General
To be eligible for the faculty and staff employee stipend, employees must be classified as
benefits-eligible and employed at least six months prior to September 1, 2014.
Salary adjustments for employees on contract will be handled as specified in the contract.
Employee Stipends will be available on November 14, 2014.
Allocation
All benefits eligible employees with a base salary of $50,000 and less will be eligible for a
one-time stipend of $1,500 based on FTE (subject to standard tax withholdings).
Definitions
Benefits-eligible employee: An employee who is hired to work at least 20 hours per week
for a period of at least four and one-half months. Excluded from this definition are students
employed in positions that require student status as a condition of employment (both
monthly and hourly paid students).
Basic Eligibility Criteria
Individuals must be continuously employed at UH/UHSA in a benefits-eligible position for
at least six months prior to September 1, 2014. Non-benefits eligible employees are not
eligible to receive a stipend.
Employees who have received an FY 2014 pay increase or later of 5% or more are not
eligible to receive a stipend.
One-time Stipend increases will not be approved if the employee is indebted to the
University under MAPP 5.03.01 Employee Financial Responsibility. Employees with no
debt as of October 30, 2014, are eligible for the stipend.
Employees meeting the above criteria and who are paid on contracts and grants (PeopleSoft
Fund Group 5) will receive the one-time stipend from the fund source(s) they are supported
on. The one-time stipend will be allocated in the same proportions as the current salary
distribution.
Additional Information
Proposed stipend increases must not be communicated to staff employees until reviewed by
Human Resources and all appropriate approvals have been obtained.
Questions concerning budget issues should be directed to the Budget Office (Margie
Hattenbach 3-0655) or to the appropriate college or division business administrator.
Compensation related questions should be directed to the compensation section of Human
Resources (Sandra Armstrong 3-1962).
6
Formula Funding from the State of Texas
7
University of Houston
SBl Conf Comm Rpt (5-20-13) vs FY12-FY13 Original Base
Conference Committee SB1 (5-20-13)
-------------FY2014-2015 Biennium-------------
-------------FY2012-2013 Biennium------------Formula
Operations Support
Teaching Experience
E&G Space Support
SUBTOTAL
Special Items
Hobby School of Public Affairs
College of Pharmacy
Tier 1- Complex System Research Cluster
Tier 1- Energy Research Cluster
Tier 1- Health Sciences Research Cluster
Tier 1- Education & Community Advancement
Subtotal
Appropriated
FY2012
Appropriated
FY2013
Biennial
Total
Recommended
FY2014
Recommended
FY2015
Biennial
Total
$ 134,682,795
2,642,533
24,995,042
162,320,370
$ 134,682,794
2,642,533
24,995,042
162,320,369
$ 269,365,589
5,285,066
49,990,084
324,640,739
$ 148,839,400
2,528,834
24,351,399
175,719,633
$ 148,839,400
2,528,834
24,351,398
175,719,632
$ 297,678,800
5,057,668
48,702,797
351,439,265
200,000
2,000,000
690,000
3,567,500
2,217,500
1,151,509
9,826,509
-----Biennial Change---Dollars
$
Percent
28,313,211
(227,398)
(1,287,287)
26,798,526
10.5%
-4.3%
-2.6%
8.3%
400,000
4,000,000
1,380,000
7,135,000
4,435,000
2,303,018
19,653,018
400,000
4,000,000
4,400,000
na
na
0.0%
0.0%
0.0%
0.0%
28.8%
690,000
3,567,500
2,217,500
1,151,509
7,626,509
690,000
3,567,500
2,217,500
1,151,509
7,626,509
1,380,000
7,135,000
4,435,000
2,303,018
15,253,018
200,000
2,000,000
690,000
3,567,500
2,217,500
1,151,509
9,826,509
Small Business Development Center
Institutional Enhancement
SUBTOTAL
3,070,697
3,387,201
14,084,407
3,070,697
3,387,201
14,084,407
6,141,394
6,774,402
28,168,814
3,377,767
3,387,201
16,591,477
3,377,767
3,387,201
16,591,477
6,755,534
6,774,402
33,182,954
614,140
5,014,140
10.0%
0.0%
17.8%
Other Items
Texas Competitive Knowledge Fund
Research Development Fund
Texas Public Education Grant
Worker's Compensation Insurance
Staff Group Insurance Premiums
SUBTOTAL
3,061,979
5,352,736
6,995,555
349,930
4,996,924
20,757,124
3,061,979
5,352,736
7,137,368
349,930
5,346,713
21,248,726
6,123,958
10,705,472
14,132,923
699,860
10,343,637
42,005,850
4,382,321
5,618,894
7,412,597
349,930
8,008,257
25,771,999
4,382,321
5,618,894
7,500,701
349,930
8,595,262
26,447,108
8,764,642
11,237,788
14,913,298
699,860
16,603,519
52,219,107
2,640,684
532,316
780,375
6,259,882
10,213,257
43.1%
5.0%
5.5%
0.0%
60.5%
24.3%
TOTAL
$ 197,161,901
$ 197,653,502
$ 394,815,403
$ 218,083,109
$ 218,758,217
$ 436,841,326
$
42,025,923
10.6%
$ 129,132,679
129,132,679
$ 128,198,995
128,198,995
$ 257,331,674
257,331,674
$ 143,517,290
143,517,290
$ 143,274,187
143,274,187
$ 286,791,477
286,791,477
$
GR SUBTOTAL
29,459,803
29,459,803
11.4%
11.4%
Board Authorized Tuition Increases
Estimated E&G Income
GR DEDICATED SUBTOTAL
TOTAL
13,684,074
54,345,148
68,029,222
$ 197,161,901
13,684,074
55,770,433
69,454,507
$ 197,653,502
27,368,148
110,115,581
137,483,729
$ 394,815,403
14,042,115
60,523,704
74,565,819
$ 218,083,109
14,042,115
61,441,915
75,484,030
$ 218,758,217
28,084,230
121,965,619
150,049,849
$ 436,841,326
716,082
11,850,038
12,566,120
42,025,923
2.6%
10.8%
9.1%
10.6%
Method of Finance
Net General Revenue
FTE Positions
Appropriated
2,700.0
Actual
2,445.1
9/11/2015
2,700.0
2,543.6
Page 1
8
$
2,543.6
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\2.2 State Appropiation
Elements of Formula Funding
FY2014-15 Biennium
1. Instruction and Operations Formula (about 81% of total formula)
(Funding for Faculty Salaries, DOE, Instructional Administration, Library, Research Enhancement, Student Services, Institutional
Support)
Funding equals semester credit hours times 54.86 times rate below:
Lower
Upper
Special
Division
Division
Masters
Doctoral
Professional
Liberal Arts
Science
Fine Arts
Teacher Ed
Agriculture
Engineering
Home Economics
Law
Social Services
Library Science
Vocational Training
Physical Training
Health Services
Pharmacy
Business Admin.
Optometry
Teacher Ed Practice
Technology
Nursing
Developmental Ed
Veterinay Medicine
1.00
1.78
1.45
1.53
2.08
2.46
1.03
1.71
3.02
2.43
1.89
2.66
3.58
1.65
3.87
7.59
5.55
2.43
7.71
7.66
3.09
9.72
21.82
7.64
7.95
10.42
17.34
8.37
1.77
1.52
1.46
1.37
1.09
1.45
1.17
2.16
1.36
2.06
1.14
1.73
5.71
1.81
3.07
3.16
15.76
12.74
2.00
2.35
1.88
1.00
1.92
2.46
2.01
2.96
22.60
3.25
34.48
9.75
38.52
23.21
50.88
3.86
3.52
3.85
8.60
4.81
2.72
4.20
5.98
21.15
2. Teaching Experience Supplement (about 3 % of total formula)
For the 2014-15 biennium, an additional weight of 10 percent is added to lower division and upper division semester credit hours
taught by tenured and tenure-track faculty. Furthermore, it is the intent of the Legislature that the weight shall increase by 10
percent per biennium, up to 50 percent.
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\2.3 Formula Rates 14-15 final
9
3. Infrastructure Support
Funding associated with plant-related formulas and utilities shall be distributed by the infrastructure support formula which is
driven by the predicted square feet for universities' educational and general activities produced by the Space Projection Model
developed by the Coordinating Board. The portion of the formula related to utilities is adjusted to reflect differences in unit costs
for purchased utilities, including electricity, natural gas, water and wastewater, and thermal energy. The average rate per square
foot is $5.56 in Fiscal Year 2014 and Fiscal Year 2015.
4. Supplemental Non-formula Items
Institutions shall receive a direct reimbursement as applicable for staff group insurance (other educational and general income
portion), workers' compensation insurance, unemployment compensation insurance, public education grants, organized activities,
scholarships, tuition revenue bond payments, Skiles Act bond payments, and facility lease charges. Institutions may receive an
appropriation for special items. Revenue derived from board authorized tuition would still be appropriated to the institutions
levying the additional charges.
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\2.3 Formula Rates 14-15 final
10
University of Houston Base Period Semester Credit Hour Trends
2004-05
2006-07
2008-09
2010-11
2012-13
Biennial
Change
10-11 to
12-13
Ten-year
Change
04-05 to
12-13
Lower Division
6,267
5,995
6,115
6,045
5,494
-9%
-12%
Upper Division
8,177
7,836
7,234
7,052
5,895
-16%
-28%
Masters
2,025
1,831
1,586
2,375
1,928
-19%
-5%
Trends from 2004-05 through 2012-13
Architecture
9,000
Semester Credit Hours
Doctoral
8,000
7,000
6,000
LD
5,000
UD
4,000
MA
3,000
2,000
1,000
Special Profesn'l
0
Total SCH
16,469
15,662
14,935
15,472
13,317
-14%
-19%
04-05
Business Administration
06-07
08-09
10-11
12-13
18,850
18,545
26,582
25,222
23,190
-8%
23%
Upper Division
72,614
81,184
84,395
94,477
95,867
1%
32%
Masters
19,004
17,817
24,729
28,675
26,686
-7%
40%
Doctoral
1,245
1,140
1,053
1,149
1,242
8%
0%
Semester Credit Hours
120,000
Lower Division
100,000
LD
80,000
UD
60,000
MA
40,000
DR
20,000
Special Profesn'l
0
Total SCH
111,713
118,686
136,759
149,523
146,985
-2%
32%
Lower Division
15,977
16,985
23,687
18,812
13,167
-30%
-18%
Upper Division
31,572
37,201
42,242
36,760
31,796
-14%
1%
04-05
Education
06-07
08-09
10-11
12-13
45,000
14,194
11,422
10,315
9,686
7,757
-20%
-45%
Doctoral
5,295
4,895
3,864
5,367
5,683
6%
7%
Semester Credit Hours
Masters
40,000
35,000
30,000
LD
25,000
UD
20,000
MA
15,000
DR
10,000
5,000
Special Profesn'l
0
Total SCH
67,038
70,503
80,108
70,625
58,403
-17%
-13%
11
04-05
06-07
08-09
10-11
12-13
University of Houston Base Period Semester Credit Hour Trends
2004-05
2006-07
2008-09
2010-11
2012-13
Biennial
Change
10-11 to
12-13
8,523
7,491
10,217
12,857
17,425
36%
Ten-year
Change
04-05 to
12-13
Trends from 2004-05 through 2012-13
Engineering
Upper Division
25,000
14,912
13,567
12,929
15,543
19,429
25%
104%
30%
Masters
7,621
6,105
10,502
10,732
10,056
-6%
32%
Doctoral
3,709
3,227
2,588
3,508
4,353
24%
17%
Semester Credit Hours
Lower Division
20,000
LD
15,000
UD
MA
10,000
DR
5,000
Special Profesn'l
0
Total SCH
34,765
30,390
36,236
42,640
51,263
20%
47%
04-05
Hotel & Restaurant Management
06-07
08-09
10-11
12-13
14,000
8,081
10,527
11,627
12,154
12,303
1%
52%
Upper Division
8,621
9,841
10,213
11,543
12,200
6%
42%
Masters
1,281
866
992
1,913
1,744
-9%
36%
Doctoral
12,000
Semester Credit Hours
Lower Division
Special Profesn'l
10,000
LD
8,000
UD
6,000
MA
4,000
2,000
0
Total SCH
17,983
21,234
22,832
25,610
26,247
2%
46%
04-05
College of Liberal Arts and Social Sciences
186,519
188,567
204,865
204,213
0%
2%
Upper Division
99,090
92,330
80,111
94,504
105,932
12%
7%
Doctoral
4,816
13,170
4,432
12,285
5,185
14,825
6,279
13,801
6,348
-7%
1%
12%
32%
Semester Credit Hours
199,451
12,310
08-09
10-11
12-13
250,000
Lower Division
Masters
06-07
200,000
LD
150,000
UD
MA
100,000
DR
50,000
Special Profesn'l
0
Total SCH
315,667
296,451
286,148
320,473
330,294
3%
5%
12
04-05
06-07
08-09
10-11
12-13
University of Houston Base Period Semester Credit Hour Trends
2004-05
2006-07
2008-09
2010-11
2012-13
Biennial
Change
10-11 to
12-13
Ten-year
Change
04-05 to
12-13
Trends from 2004-05 through 2012-13
Law
35,000
Lower Division
Upper Division
Masters
0
0
0
0
0
0%
0%
Doctoral
Special Profesn'l
31,344
29,160
27,690
25,700
23,740
-8%
Semester Credit Hours
30,000
-24%
25,000
20,000
LD
15,000
UD
MA
10,000
DR
5,000
SP
0
Total SCH
31,344
29,160
27,690
25,700
23,740
-8%
-24%
04-05
Natural Sciences and Mathematics
122,067
131,654
145,041
155,634
7%
32%
Upper Division
28,727
30,047
32,507
38,966
47,758
23%
66%
Doctoral
6,810
10-11
12-13
7,857
6,595
10,259
5,210
11,602
8,016
11,088
7,204
-4%
-10%
37%
6%
160,000
Semester Credit Hours
117,533
8,091
08-09
180,000
Lower Division
Masters
06-07
140,000
120,000
LD
100,000
UD
80,000
MA
60,000
DR
40,000
20,000
Special Profesn'l
0
Total SCH
161,161
166,566
179,630
203,625
221,684
9%
38%
Lower Division
261
0
0
69
249
261%
-5%
Upper Division
0
0
0
0
0
0%
0%
04-05
Optometry
Doctoral
08-09
10-11
12-13
18,000
1,570
372
1,605
321
1,533
329
1,534
454
1,530
350
0%
-23%
-3%
-6%
Special Profesn'l
14,850
15,763
15,781
16,454
16,246
-1%
9%
Total SCH
17,053
17,689
17,643
18,511
18,375
-1%
8%
16,000
Semester Credit Hours
Masters
06-07
14,000
LD
12,000
UD
10,000
MA
8,000
DR
6,000
SP
4,000
2,000
0
13
04-05
06-07
08-09
10-11
12-13
University of Houston Base Period Semester Credit Hour Trends
2004-05
2006-07
2008-09
2010-11
2012-13
Biennial
Change
10-11 to
12-13
Ten-year
Change
04-05 to
12-13
Lower Division
2,051
1,370
1,788
1,522
1,868
23%
-9%
Upper Division
339
0
576
543
23
-96%
-93%
Trends from 2004-05 through 2012-13
Pharmacy
Doctoral
693
142
981
171
1,204
284
1,023
667
954
595
-7%
-11%
38%
319%
Special Profesn'l
15,209
15,986
17,023
16,194
14,537
-10%
-4%
Total SCH
18,434
18,508
20,875
19,949
17,977
-10%
-2%
Lower Division
12
9
15
12
3
-75%
-75%
Upper Division
219
201
228
153
186
22%
-15%
16,000
Semester Credit Hours
Masters
18,000
14,000
LD
12,000
UD
10,000
MA
8,000
DR
6,000
SP
4,000
2,000
0
04-05
Social Work
Doctoral
08-09
10-11
12-13
12,000
7,430
427
8,043
355
8,394
395
8,848
453
9,979
411
13%
-9%
34%
-4%
Semester Credit Hours
Masters
06-07
10,000
8,000
LD
UD
6,000
MA
DR
4,000
2,000
Special Profesn'l
0
Total SCH
8,088
8,608
9,032
9,466
10,579
12%
31%
Lower Division
13,722
14,805
15,951
19,556
21,702
11%
58%
Upper Division
21,024
23,751
22,713
25,962
35,833
38%
70%
1,307
2,360
3,586
5,226
6,252
20%
378%
04-05
Technology
Doctoral
Special Profesn'l
10-11
12-13
35,000
30,000
25,000
LD
20,000
UD
15,000
MA
10,000
5,000
0
04-05
Total SCH
08-09
40,000
Semester Credit Hours
Masters
06-07
36,053
40,916
42,250
50,744
63,787
26%
77%
14
06-07
08-09
10-11
12-13
University of Houston Base Period Semester Credit Hour Trends
2004-05
2006-07
2008-09
2010-11
2012-13
02-03 to
04-05
University of Houston Total
Lower Division
390,728
Upper Division
285,295
Masters
75,526
Doctoral
22,816
Special Profesn'l 61,403
384,313
295,958
72,057
21,136
60,909
416,203
293,148
85,385
18,908
60,494
446,155
325,503
96,439
25,893
58,348
455,248
354,919
91,775
26,186
54,523
-2%
3%
-10%
13%
1%
-2%
4%
-5%
-7%
-1%
8%
-1%
18%
-11%
-1%
7%
11%
13%
37%
-4%
2%
9%
-5%
1%
-7%
17%
24%
22%
15%
-11%
834,373
874,138
952,338
982,651
-1%
0%
5%
9%
3%
18%
835,768
06-07 to
08-09
08-09 to
10-11
10-11 to
12-13
Trends from 2004-05 through 2012-13
500,000
450,000
400,000
350,000
Semester Credit Hours
Total SCH
04-05 to
06-07
Ten-year
Change
04-05 to
12-13
LD
300,000
UD
250,000
MA
DR
200,000
SP
150,000
100,000
50,000
0
2004-05
2006-07
2008-09
2010-11
2012-13
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\2.4 UH Base Period SCH Trends FY12-13v1
15
Budget Development Process
16
University of Houston
FY2015 Operating Budget Process Flowchart
Budget Process Begins
with Campus-wide Budget Guidelines
Colleges
Prepare Budget Requests
Non-Academic Departments
Prepare Budget Requests
Provost hears requests from
College Deans and prepares
academic Recommendations
VP’s hear requests from
Departments and prepare
Recommendations
Budget Hearings
President, Provost, CFO,
hear requests from
Vice President and Provost
New Tuition & Fee Rates
Development
President determines
Salary Increases and
Final Allocations
Complete Budget with
Final Allocations
Budget Office
produces
budget documents
Regents
Review and approve budget
r:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\3.1 Visio-7.0 Budget Flow PDF
17
UH System FY2015
Planning, Tuition & Fees, Budgeting Calendar
Date
Item
10/31/2013
BOR Meetings (Oct 31 & Nov 1)
4 Year Fixed Tuition and Fee structure (all campuses)
2/4/2014
Feb 2014 BOR Deadline
Approval Item: Tuition & Fee Structure Change (all campuses)
Approval Item: Voluntary & Optional Fees (all campuses)
2/25/2014
BOR Meetings (Feb 25 & 26)
Campuses Materials due for Plan & Budget Hearings with Chancellor
Campuses Plan & Budget Hearings with Chancellor
4/10/2014
Final Campus Plans & Budgets Due to UHS for Assembly
4/15/2014
May 2014 BOR Deadline
Approval Item: UHS FY2015 Plan & Budget
5/6/2014
BOR Meetings (May 6 & 7)
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\3.2 UHS Calendar ver01
18
The University of Houston
Operating Budget for the Fiscal Year 2015
Executive Overview
The annual budget preparation process includes estimating revenues and expenditures. This
includes all Educational and General Funds (Group1), Designated Funds (Group 2), Auxiliary
Funds (Group 3), and Restricted Funds (Group 4 and 5). Budgets are developed at the detail (cost
center) level for all funds, except Sponsored Programs (Group 5). Sponsored Program cost
centers are estimated by the Research Division and reported at the college level.
The final product of this process will convey: How much money we have to spend; where we got
the money; what we plan to do with it; and why we plan to spend it in the way we are proposing.
Each operating unit is responsible for developing it’s own budget request. The dean or vice
president of each operating unit will prepare a budget request in accordance with these guidelines.
This request will be presented to the provost (in the case of a college) or the vice president (in the
case of an administrative unit). The provost and vice presidents will then present the budget
request for their respective divisions to the president. Requests should be justified within the
context of the institutional goals as articulated by the president. After all the requests have been
presented, the president will determine the final allocation of funds for the budget, within the
context of the university goals.
Units are responsible for entering their budget requests directly into the Budget Development
Module (BDM). After the final allocations have been communicated to the colleges and
divisions, adjustments will be made to BDM.
Other highlights of the FY15 Operating Budget are:
State mandated statutory tuition rates will be at $50 per semester credit hour (SCH) for
undergraduate resident students. Nonresident tuition will be $412 per SCH. Tuition and fee
increases for FY2015 will be submitted at the June 17th, 2014 Board of Regents meeting.
Requests for new positions may be included in the material provided to the Provost or
President.
All budgets from non-central sources must include projections for revenue. This should
be based on historical data with adjustments for new activities in the coming year. Be
prepared to explain significant variances from this year’s budget.
Do not budget large amounts in unallocated cost centers. Funds should be allocated
within the specific colleges or divisions where they will be used. Prudent contingencies,
where appropriate, are allowed but should be justifiable.
r:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\3.3 Executive Overview
19
20
21
22
The University of Houston
Operating Budget for the Fiscal Year 2015
Budget Guidelines
Positions
All continuing positions should be included in the budget. Dollars budgeted for operating expenses should
not normally be converted to positions during the course of the fiscal year. Likewise, positions should not
be budgeted with a plan to lapse significant unused funds for other purposes.
It is not normally appropriate to fund continuing positions with temporary or one-time dollars.
Deans and vice presidents are encouraged to lapse unspent salary dollars at regular intervals throughout the
year. These lapse funds should be reallocated to areas of the college or division to gain maximum benefit.
A.
Positions not Filled
Budget dollars and FTE for positions not filled will be budgeted at the pool (node) level, not
individual positions.
B.
New Positions
Requests for new positions must be adequately justified and approved by the president. Only new
positions approved through this process may be included in the budget.
Benefits
A.
E&G Funds (Group 1) (with the exception of HEAF) - Benefits for E&G state cost centers will be
budgeted centrally, not at the college/division level.
B.
Local Funds and Sponsored Programs (Groups 2-5) – As a general rule, the benefit rate should be
32% of employees salaries. Specific calculations can be made based on benefit rates located in the
appendices section.
E&G Fund Budgets
A.
Budgeting Prior Year Balances
Unexpended balances in most state cost centers will be carried forward as fund equity at the
beginning of the fiscal year.
Carryforward dollars should be requested after the first of the fiscal year for new program start-up
costs, equipment, professional development and other one-time uses. Carryforward dollars
cannot be used to fund core operations or continuing positions.
Local Funds Budget
The total budget, including the number of staff positions and the size of the maintenance and operation
budgets, will be based on need, current projected income, and fund balance available at the start of the
fiscal year.
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\3.5 Budget Guidelines
23
A.
Fund Equity
Fund equity balances remain in their respective cost centers. Year-end budget balances available
(BBA’s) in non-state cost centers are not brought forward at the beginning of the fiscal year. It
will be necessary to budget the portion of the unbudgeted fund equity if it will be relied upon to
fund the operations of the unit.
At the beginning of the fiscal year, carryforward budgets will be adjusted down if budgeted equity
amount is greater than the equity balance available at the beginning of the fiscal year.
B.
Revenue
Each Designated and Auxiliary Enterprise unit is responsible for providing revenue estimates
based on program activity and rate structure. At the end of the fiscal year, actual expenses may
not exceed actual revenue plus fund balance. Each college is responsible for monitoring the
revenue realized in their cost centers throughout the year. The budgets should be reduced by the
department at any point during the year at which the full recognition of the revenue is doubtful.
The use of Indirect Cost (IDC) recovery revenues is split between Research and the academic
units. Revenue estimates and expenditure allocations are provided each year by Research. These
allocations are communicated through the budget office. The departments are responsible for the
budgeting of their allocated IDC.
Estimated endowment income distribution is calculated by Treasury and is located in the
appendices section of this book. It is the responsibility of the college/division to budget this
investment income from column labeled “Est. FY14 income”.
C.
Encumbrances
Encumbrances and their budgets, if available, will be carried forward automatically at the
beginning of the fiscal year.
D.
Utilities
Budgeted at an amount for utility costs based on anticipated usage and rate estimates that reflect
the projected utility cost increases.
E.
Auxiliary Administrative Charges
The activities classified as auxiliary are self-supporting. As such, the price of goods and services
are set at a level to cover ordinary operating expenses.
Auxiliary activities consume certain services that are provided by the administrative areas.
Therefore it is appropriate that auxiliary activities share a proportional amount of the
administrative costs. This proportional cost is assessed based on actual expenditures less the cost
of goods sold. The charge applies to all auxiliary cost centers and is assessed at the end of each
month throughout the year.
The FY15 budget should be based on the rate of 6% (which is flat to the FY14 budget) with an
estimate included in the expenditure budgets for all auxiliary cost centers.
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\3.5 Budget Guidelines
24
Sponsored Programs
Units supported by these funds are allowed to spend as revenue is recorded. Sponsored Project cost centers
are budgeted for the life of the award and do not necessarily coincide with the University fiscal year.
Operating units are responsible for cost centers within their areas and will ensure spending within estimated
revenue.
The Research Division will assist in estimating the expenditures and balances available for FY15.
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\3.5 Budget Guidelines
25
The University of Houston
Operating Budget for the Fiscal year 2015
Budget Principles
The development of the Fiscal year 2015 (FY15) operating budget will be based on the following budget principles:
Planning Driven Budgeting. The allocation of resources is driven by the priorities and initiatives defined in the
planning process.
Realism. Recommended budgets for ongoing operations reflect current levels of actual income and expenditures.
Budgets should accurately reflect the pool from which the expenditures are expected to occur. Recommended
budgets are developed from base budgets with a check on current performance.
Unbiased Forecasts. Income projections are maximum likelihood estimates. They reflect neither an upward nor
downward bias.
Full Disclosure. All revenue sources are budgeted. Prior year balances in support of current year expenditures are
budgeted. All sources of funds supporting expenditures are included in budgeted income estimates.
Uses of available funds include all budgeted expenditures and transfers. Expense budgets should be established for
those funds that are expected to be used. Conversely, funds cannot be spent or transferred unless they are budgeted.
Balance. Budgeted sources of funds available are equal to budgeted uses of funds.
Prudent Fund Balances. Prudent and reasonable fund balances remain unbudgeted.
Year to Year Comparability. Changes in income and expenditures from one fiscal year to another reflect only
substantive changes in funds available and expenditures. Year to year changes in income and expenditures do not
result from changes in accounting conventions, organizational changes, creation or consolidation of cost centers, or
shifts in income and expenditure classifications.
Compatibility. Budget reporting practices and conventions agree with generally accepted accounting principles.
Budgeted income and expenditures are reported to correspond with actual income and expenditures.
R:\PLANBUDG\Bud 15\Planning & Budgeting Guide (Redbook)\RED BOOK\3.6 Budget Principles
26
Budget Training
27
U N I V E R S I T Y OF H O U S T O N S YS T E M
U N I V E R S I T Y OF H O U S T O N
Office of Budget Administration and Analysis
Memorandum
TO:
Division/College Administrators
FROM:
Shabana Mohiuddin
DATE:
February 17th, 2014
SUBJECT:
Training Schedule for Budget Development
BDM data entry and report generating functions are unchanged from FY14 budget
development. Therefore training classes are recommended only for those staff that are new
to the BDM system operations.
Training will be in ERP-3 Room 241. Manuals are available on the budget office website.
Please bring a print out of the manual to the training.
In addition to the hands-on training we also have online BDM training available.
Instructions for online BDM training are available on Budget office web site:
 The course name and number is Budget Development Module HF1406
 The system is only available to persons who had access in BDM14.
 This course is approximately 30 minutes. It is designed for new training as well as a
refresher course. There is a table of contents to choose specific topics for refresher
training.
To access your training please:
 Enroll via P.A.S.S. Once you register for the course, it will take 24-48 hours before
you are able to access the training in Blackboard.
 Visit http://www.uh.edu/finance/Departments/Budget/budget_training.htm. Select
Budget Development Module Training.
 Your user name/id is your PeopleSoft number and Password is your date of birth in the
format mmddyyyy. This will provide you with a link www.uh.edu/employeetraining for
you to log into Blackboard; the course is entitled Budget Development Module
HF1106.
If you have any trouble enrolling, please contact the HR Customer Service Center at 3-3988.
If you have any questions on BDM training, please feel free to contact me or Mayra Rodriguez
at 30651.
Thanks
BDM Training Schedule
Thursday -
February 27th
8:30 – 11:30
Friday -
February 28th
1:30 – 4:30
28
Weather
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Search UH Google & People
Training
Training materials and schedules
Forms
Budget related forms
FY2014 Operating Budget University of Houston System
•University of Houston - FY 2013-2014 Operating Budget
•University of Houston Clear Lake - FY 2013-2014 Operating Budget
•University of Houston Downtown - FY 2013-2014 Operating Budget
•University of Houston Victoria - FY 2013-2014 Operating Budget
•University of Houston System Administration - FY 2013-2014
Operating Budget
FY2015 Plan & Budget
Executive Plan & Budget
Prior Year Plan & Budget
Executive Plan & Budget
FY 2014 Planning & Budgeting Guide
Budget related documents and various references
Prior Year Planning & Budgeting Guide
Budget related documents and various references
Helpful Hints
Budget related Hints
Contact List
Budget Office contacts
Glossary
Glossary of commonly used budget terms
Printing Tips
For Go Green UH
©2012 The University of Houston, 4800 Calhoun Road, Houston, Texas 77004 Get Driving Directions 713.743.2255
State of Texas
Institutional Résumé
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Fraud Reporting
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UH System
Policies
Copyright
Emergency Site
Feedback
Mobile Site
Jobs at UH
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Visit Directory Maps Contact Us A-Z Index
Search UH Google & People
Home
Training
Forms
FY12 Plan & Budget
FY12 Guide
Helpful Hints
Contacts
Glossary
Training
Budget Development Module
Budget Development Module Training
Budget Module Training Guide
Procedures for budgeting Fund Balance & New Revenue
Frequently Asked Questions
BUDGET
Budget Training
Last updated on 01/16/14
Comments to: srmohiudoin@central.uh.edu
©2012 The University of Houston, 4800 Calhoun Road, Houston, Texas 77004 Get Driving Directions 713.743.2255
State of Texas
Institutional Résumé
MySafeCampus
Fraud Reporting
Public Information Act
UH System
Policies
Copyright
Emergency Site
Feedback
Mobile Site
Jobs at UH
30
Appendices
31
University of Houston Mission and Goals
UH Mission
The mission of the University of Houston is to offer nationally competitive and internationally recognized
opportunities for learning, discovery and engagement to a diverse population of students in a real-world
setting. The University of Houston offers a full range of degree programs at the baccalaureate, master’s,
doctoral and professional levels and pursues a broad agenda of research and creative activities. As a
knowledge resource to the public, the university builds partnerships with other educational institutions,
community organizations, government agencies, and the private sector to serve the region and impact the
world.
UH Goals

National Competitiveness
UH will become a nationally competitive public research university as measured by the Top
American Public Research University analysis and/or Carnegie Foundation for the Advancement of
Teaching.

Student Success
UH will have a student profile consistent with a nationally competitive public research university by
creating an environment in which student success can be ensured.

Community Advancement
UH will commit to fulfilling regional and state workforce needs while becoming the primary engine
of social, economic, and intellectual development.

Athletic Competitiveness
UH will provide a comprehensive educational experience to its students and, within this context, it
will seek to build the strongest athletic program possible.

Local and National Recognition
UH will be known for its accomplishments locally and nationally.

Competitive Resources
UH will build a resource base that enables it to accomplish its mission and realize its vision.
32
GLOSSARY OF TERMS FOR THE OPERATING BUDGET
Academic Year
A nine-month period within a fiscal year beginning in September and ending in
August and containing the academic sessions held during consecutive Fall and
Spring terms.
Appropriation
Operating and capital outlay funds provided to the University of Houston for a fiscal
year as appropriated by the State Legislature and signed by the Governor.
Approved Positions
The maximum annualized FTE that can be filled during the fiscal year. Positions are
approved through the Legislative Appropriation Request process.
Auxiliary Enterprises
An activity that furnishes a service to students, faculty, or staff and charges a fee
directly related to, but not necessarily equal to the cost of the service. They are
essential elements in support of the educational program, and conceptually should be
regarded as self-supporting.
Budget
Original Budget loaded: The original amount of budget approved during the budget
development and allocation process.
Original/Base Budget: The original budget plus or minus any permanent transfers or
adjustments.
Adjustment/Current Budget: The original budget plus or minus any temporary or
one-time adjustments.
Budget Development Module
(BDM) Web-based budgeting tool.
Budget Journal
The document used to establish or modify the spending authority in a cost center.
Budget Balance Available (BBA)
The amount of budget that has not been spent or is not committed.
Budget Principles
The philosophy within which the operating and capital budgets are developed.
Budget Process
The activity that encompasses the submission of the biennial Legislative
Appropriation Request, the Appropriations Act, the allocations of funds at the
University level by the President, and the University Operating Budget. Allocations
are determined by the university mission, size, organization, economic factors and
Texas law.
Budgeted
Refers to planned level of expenditures, performance, or number of positions for a
particular fiscal year.
Biennium
A two-year period. In Texas, as used in fiscal terms, this is the two-year period
beginning on September 1 and ending on August 31 of odd-numbered years, for
which general state Appropriations are made. A biennium is identified by the twofiscal years of which it consists, e.g., 2014- 2015 biennium.
Capital Budget
That portion of the budget that is expended for capital construction projects or
capital acquisitions.
Capital Equipment
A basic expenditure category represented in the university operating budget, which
details the cost of equipment with a life expectancy of more than one year and a cost
of $5,000 or more.
Cost Center Budget
The spending authority established for an activity. The budget does not affect fund
equity or cash. A cost center may have a budget balance available (BBA) but be
considered in deficit, if actual expenditures exceed realized revenue. A BBA is only
meaningful if the revenue budget is fully supported by cash in the general ledger.
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.2 Glossary
33
Education and General (E&G) Funds
Encumbrance
The general activities supported primarily by State Funds to provide services and
programs throughout the University, including instructional programs leading to
formal degrees, research and public service.
A financial transaction which reserves funds for a specific purpose.
Estimated
Refers to estimated revenues and expenditures for the current fiscal year. Because
these numbers are developed later in the fiscal year, they are considered to be more
accurate than budgeted numbers.
Expended
Refers to actual dollars or positions utilized during a completed fiscal year.
Expenditure
A financial transaction which records the cost of operations.
Fiscal Year
A twelve-month period of time beginning September 1st of one calendar year and
ending August 31st of the next calendar year, and specified by the calendar year in
which the fiscal year ends, e.g. September 2014 through August 2015 is fiscal year
2015.
Full Time Equivalent (FTE) Positions
A unit of measure that represents the average number of state personnel working 40
hours a week. A nine-month faculty position (the academic year) is equal to an
annual .75 FTE. A University Support Personnel or Administrative and Professional
position for twelve months equal is to 1.0 FTE. This includes all faculty positions,
full time exempt positions, full time classified positions, and full time hourly and
seasonal positions. In addition, it includes those positions which are not full-time
regular positions, but are converted to full-time equivalents.
Term FTE: The Full Time equivalent which should be reported on the Personnel
Action Request (PAR) for the duration of the assignment. It is equal to the standard
hours per week divided by forty.
Annualized FTE: Equal to the Term FTE times the duration of the assignment.
The duration of the Fall or Spring semester is 4.5 months/12 months which equals
0.375. The duration of the three month summer is 3 months/12 months which equals
0.25. The Annualized FTE is the calculated amount which is reported to the State on
a quarterly basis.
Full Time Equivalent (FTE) Students
A workload measure based on credit hours generated for each term divided by the
appropriate undergraduate or graduate divisor. The divisor (one FTE) is equivalent
to 15 credit hours at the undergraduate level or to 12 credit hours at the masters level
or special professional level, and to 9 credit hours at the doctoral level.
Fund Equity
The difference between realized revenue and actual expenditures, net of any other
fund additions or deductions. The fund equity is not affected by the budget or
encumbrances.
General Revenue Funds
State funds appropriated to the University and which are used for operating funds.
Higher Education Assistance Funds
Special appropriations for eligible institutions of higher education to be used
(HEAF) for acquisition of land, permanent improvements, construction and
equipping of buildings, major repair or rehabilitation of buildings, and the
acquisition of capital equipment, library books and library material.
Legislative Appropriation Request (LAR)
The method of submission by each state agency as a biennial budget request to the
Legislative Budget Board in the year preceding the convening of the Legislature.
Legislative Budget Board (LBB)
The Texas Legislative Budget Board (LBB) is a permanent, joint committee of the
Texas Legislature that develops recommendations for legislative appropriations for
all agencies of state government.
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.2 Glossary
34
Local E &G Funds
Dollars collected from students by the University, remitted to the state treasury and
then reallocated to the University for expenditures on Education and General
activities. Students’ tuition and matriculation fees make up the largest portion of
these funds.
Local Funds / Institutional Funds
Funds that belong to entities of the University that are maintained in local banks
rather than the State Treasury. Some student fees, Designated Tuition, time deposits,
sales and services make up the largest portion of these funds.
Maintenance and Operations
A basic expenditure category represented in the university operating budget, which
details the cost of postage, telephones, travel, consumable supplies, and non-capital
equipment.
Operating Budget
An expenditure plan developed by a university for each fiscal year. The plan must
conform to the annual allocation/appropriation and indicate estimated expenditures
for the year by expenditure category.
Electronic Personnel Action Request (ePAR) The form used to hire or terminate an employee or change an employee’s job
record, usually resulting in a payroll action.
Electronic Position Request (ePRF)
The form used to create a new position or change a position’s attributes or funding
source.
Project Year
A twelve-month period beginning in the first month a project cost center is
established. A project year may not coincide with the university’s fiscal year.
Recommended Budget
Refers to dollar amount or number of FTE positions recommended by the institution
for the subsequent fiscal year.
Requested
Refers to the dollar amount or number of FTE positions sought by a college or
division for use during the subsequent fiscal year.
Revenue
Financial transaction, which records new funds received by the institution.
Salaries & Benefits
A basic expenditure category represented in the university operating budget, which
details funds to pay faculty and salaried employees.
Salary Rate
An individual’s total annual rate of pay, excluding benefits.
Wages
A basic expenditure category represented in the university organizational budget,
which details the cost of temporary employment such as Student Assistants,
Graduate Assistants, Consultants, and Faculty Adjuncts.
Workflow
Order in which specific work is performed; in PeopleSoft, a background process that
creates a list of administrative actions based on the user's criteria and specifies the
procedure associated with each action.
For additional terms and definitions please visit:
http://www.uh.edu/finance/Glossary.htm
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.2 Glossary
35
Full-Time Equivalent Analysis and Definitions
Full-Time Positions
With regard to full-time position, FTE should exceed 1.0 only when the additional responsibilities represent a
true overload and not simply a reassignment. Chair responsibilities, for example, do not constitute an overload;
neither do additional teaching responsibilities or special awards faculty. FTE overloads will be assigned only
when a 1.0 FTE employee accepts additional responsibilities in another division.
Part-Time Positions
In general, all FTE will be assigned according to hours worked per week, with 40 hours equal to 1.0 FTE (the
state standard). Below are definitions to be followed regarding temporary faculty positions:
Lecturer (Category I)
Lecturers whose responsibilities are primarily instructional are assigned 0.20 FTE per 3 credit hour course
(or eight hours per week).
Lecturer (Category II)
Lecturers whose responsibilities include instruction plus additional responsibilities are assigned 0.25 FTE
per 3 credit hour course (or 10 hours per week).
Teaching Assistant/Teaching Fellow/Research Assistant
The standard assignment for these positions is 0.5 FTE (for 20 hours per week). This assignment will not
be exceeded. The teaching fellows classification must be used for teachers of record.
Faculty Retiree
In accordance with the state’s Voluntary Modification Plan, these positions are assigned 0.49 FTE.
Summer Instruction
Benefits-eligible faculty are assigned 0.5 FTE per 3 credit hour course (or 20 hours per week over a threemonth period). Non-benefits-eligible faculty are assigned 0.2 FTE per 3 credit hour course (or eight
hours per week over a three-month period).
Summer Research Faculty
Summer research faculty are assigned 1.0 FTE (for 40 hours per week over a three month period).
R:\PLANBUDG\Bud15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.3 Full-Time Equiv Analysis & Def
36
University of Houston
Standard Work hours per Week for Part-time Faculty
Lecturer (Category I)
Lecturer (Category II)
Semester Credit Hour
Value of Courses Taught
1
2
3
4
5
6
7
8
9
10
11
12
1
2
3
4
5
6
7
8
9
10
11
12
Regular 9 Month Faculty
Lecturer (Category I)
Lecturer (Category II)
Summer Research Faculty
1
2
3
4
5
6
1
2
3
4
5
6
1
2
3
4
5
6
Fall or Spring Semester
Standard Work Hours
Per week
Term FTE*
2.7
0.07
5.3
0.13
8.0
0.20
10.7
0.27
13.3
0.33
16.0
0.40
18.7
0.47
21.3
0.53
24.0
0.60
26.7
0.67
29.3
0.73
32.0
0.80
3.3
0.08
6.7
0.17
10.0
0.25
13.3
0.33
16.7
0.42
20.0
0.50
23.3
0.58
26.7
0.67
30.0
0.75
33.3
0.83
39.7
0.92
40.0
1.00
Summer (three months)
6.7
13.3
20.0
26.7
33.3
40.0
2.7
5.3
8.0
10.7
13.3
16.0
3.3
6.7
10.0
13.3
16.7
20.0
40.0
20.0
Annualized FTE**
0.03
0.05
0.08
0.10
0.13
0.15
0.18
0.20
0.23
0.25
0.28
0.30
0.03
0.06
0.09
0.13
0.16
0.19
0.22
0.25
0.28
0.31
0.34
0.38
0.17
0.33
0.50
0.67
0.83
1.00
0.07
0.13
0.20
0.27
0.33
0.40
0.08
0.17
0.25
0.33
0.42
0.50
0.04
0.08
0.13
0.17
0.21
0.25
0.02
0.03
0.05
0.07
0.08
0.10
0.02
0.04
0.06
0.08
0.10
0.13
1.00
0.50
0.25
0.13
*Term FTE is the Full Time Equivalent which should be reported on the personnel Action Request (PAR) for the duration of the assignment. It is
equal to the standard hours per week divided by forty.
**The annualized FTE is equal to the Term FTE times the duration of the assignment. The duration of the Fall or Spring semester is 4.5
months/12 months which equals 0.375. The duration of the three month summer is 3 months/12 months which equals 0.25. The Annualized FTE
is the calculated amount which is reported to the State on a quarterly basis.
R:\PLANBUDG\Bud 15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.4 Standard Work Hr Wk for PT
37
University of Houston
Employer Matching Rate for Estimated Benefit Cost
Fiscal Year 2014 Retirement Plans:
TRS – 6.8% Employer Contribution
ORP – 6.6% Employer Contribution (if hired after 9/1/1995)
ORP – 8.5% Employer Contribution (if hired prior to 9/1/1995)
Fiscal Year 2013 Retirement Plans:
TRS – 6.4% Employer Contribution
ORP – 6.0% Employer Contribution (if hired after 9/1/1995)
ORP – 8.5% Employer Contribution (if hired prior to 9/1/1995)
Calendar Year 2014 Wage Base for FICA:
Social Security Tax Rate for Employer - 6.20% up to $117,000 maximum wage
Social Security Tax Rate for Employee - 6.20% up to $117,000 maximum wage
Medicare Tax – 1.45% no wage maximum
Calendar Year 2013 Wage Base for FICA:
Social Security Tax Rate for Employer – 6.20% up to $113,700 maximum wage
Social Security Tax Rate for Employee – 6.20% up to $113,700 maximum wage
Medicare Tax – 1.45% no wage maximum
R:\PLANBUDG\Bud 15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.5 Employer Matching Rate for Est Ben Cost
38
Health Premium Rates with State Contribution for Full-Time Employees
HealthSelect of Texas – Full Time
FY 2015
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$537.66
$1153.42
$949.94
$1565.70
State Pays
$537.66
$845.54
$743.80
$1051.68
Member Pays
$0.00
$307.88
$206.14
$514.02
Health Premium Rates with State Contribution for Part-Time Employees
HealthSelect of Texas – Part Time
FY2015
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$537.66
$1153.42
$949.94
$1565.70
State Pays
$268.83
$422.77
$371.90
$525.84
Member Pays
$268.83
$730.65
$578.04
$1039.86
Health Premium Rates with State Contribution for Full-Time Employees
HealthSelect of Texas – Full Time
FY 2014
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$503.14
$1079.18
$888.86
$1464.90
State Pays
$503.14
$791.16
$696.00
$984.02
Member Pays
$0.00
$288.02
$192.86
$480.88
Health Premium Rates with State Contribution for Part-Time Employees
HealthSelect of Texas – Part Time
FY2014
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$503.14
$1079.18
$888.86
$1464.90
State Pays
$251.57
$395.58
$348.00
$492.01
Member Pays
$251.57
$683.60
$540.86
$972.89
R:\PLANBUDG\Bud 15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.6 Health Premium Rates and Contributions
39
Health Premium Rates with State Contribution for Full-Time Employees
HealthSelect of Texas – Full Time
FY 2013
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$470.38
$1008.78
$830.36
$1369.26
State Pays
$470.38
$739.58
$650.62
$919.82
Member Pays
$0.00
$269.20
$180.24
$449.44
Health Premium Rates with State Contribution for Part-Time Employees
HealthSelect of Texas – Part Time
FY2013
Coverage
Member Only
Member & Spouse
Member & Children
Family
Premium
$470.38
$1008.78
$830.86
$1369.26
State Pays
$235.19
$369.79
$325.31
$459.91
Member Pays
$235.19
$638.99
$505.55
$909.35
R:\PLANBUDG\Bud 15\Planning & Budgeting Guide (Redbook)\RED BOOK\5.6 Health Premium Rates and Contributions
40
University of Houston System
Non-Health Insurance Expenses
Policy Year 2014
Campus
Clear Lake Campus
Clear Lake Campus Total
Downtown Campus
Downtown Campus Total
UH System
Coverage
Accident - Blanket
Automobile
Broadcasters/Publishers Liability
Crime
Directors & Officers Liability
Fee - Willis
Fine Arts
Foreign Package
Hull & Protection and Indemnity
Hull & Protection and Indemnity Endt. 2013/2014
Medical Professional
Property
Student Professional
Accident - Blanket
Automobile
Broadcasters/Publishers Liability
Crime
Directors & Officers Liability
Fee - Willis
Fine Arts
Foreign Package
Medical Professional
Property
Student Professional
Automobile
Crime
Directors & Officers Liability
Fee - Willis
Property
UH System Total
Total
204
19,366
260
636
20,374
7,649
632
630
13,053
274
7,500
264,801
1,107
336,486
2,138
8,577
297
587
18,995
8,697
874
3,647
650
337,157
65
381,683
1,736
28
1,460
2,028
347,102
352,354
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.7 NonHealthInsExps 2014-2015 Period
41
University of Houston
University of Houston Total
Victoria
Accident - Blanket
Aircraft
Attendant Care
Automobile
Broadcasters/Publishers Liability
Crime
Directors & Officers Liability
Fee - Willis
Fine Arts
Fine Arts - Blaffer
Foreign Package
Inland Marine
Intercollegiate Sports - UH
Leased Premises General Liability
Medical Professional
Property
Property FY12 Audit
Special Events Liability - Audit 2013/2014
Special Events Liability - Credit for Deposit 2013/2014
Special Events Liability - Deposit 2014/2015
Student Professional
Automobile
Broadcasters/Publishers Liability
Crime
Directors & Officers Liability
Fee - Willis
Foreign Package
Inland Marine
Inland Marine - Cancellation
Intercollegiate Sports - Basic
Intercollegiate Sports - Catastrophic
Property
Student Professional
Victoria Total
Grand Total
5,229
12,623
2,203
57,174
9,953
4,424
132,772
78,661
114
3,951
1,982
500
396,000
5,246
65,886
2,877,230
38,752
33,708
(9,282)
9,282
8,510
3,734,918
4,653
47
244
7,367
2,965
630
2,145
(259)
47,231
2,680
80,670
2,140
150,513
4,955,955
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.7 NonHealthInsExps 2014-2015 Period
42
University of Houston System
Estimated FY14 Endowment Income
For FY2015 Budget Development
Sum of Est. FY14 Income
Bus-Unit
College-Division
730 Admin & Finance
Architecture
Athletics
Business
CLASS
Education
Engineering
Honors
HRM
Institutional
LAW
Library
NSM
Optometry
Pharmacy
President
Provost
Research
Social Work
Student Affairs
Technology
Univ Advancement
730 Total
783 Institutional UHSA
Provost
783 Total
Grand Total
Fund
2076
2077
4028
4040
10,775
200,938
518,046
1,098,619
49,973
253,577
97,756
123,509
4042
4,174
357,087
17,838
567,487
1,769,312
40,127
337,361
196,112
29,077
4045
4046
4051
4052
1,181,287
1,573,821
18,911
93,289
43,898
70,055
38,940
786,398
825,338
1,526,605
1,573,821
169,856
1,526,605
2,351,943
169,856
1,743,677
84,553
4,118
43,593
939,508
26,588
165,492
3,843,198
13,914
13,914
3,857,112
1,654,840
1,654,840
1,654,840
43
42,968
290,481
187,290
111,534
11,249
51,997
507,871
463,718
63,188
21,234
32,488
5,102,593
228,285
42,719
271,004
5,373,597
823,992
25,846
823,992
1,181,287
25,846
823,992
1,181,287
25,846
183,710
183,710
183,710
5XXX Grand Total
4,174
367,862
218,776
2,266,820
82,301
2,950,232
90,100
590,938
293,868
152,586
1,573,821
61,879
290,481
164,224
444,803
155,432
81,304
90,937
3,857,654
376,732
844,568
106,781
986,588
59,076
165,492
623,257
15,654,172
2,108,456
56,633
2,165,089
623,257
17,819,261
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
Descriptions
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Provost
Baldwin, Mike
Marjorie Gurasich Endow
Miller, Michel Scholarship
Moores Presidential Priorities
Roy & Lillie Cullen End
M. D. Anderson Foundation
Hugh Roy &Lillie Cranz Cullen Dist Chairs Prof
Basheer A. Hashmi Memorial Fellowship Endowment
Carey C. Shuart Presidential Endowed Fellowship
Clemenger, Florence Quasi
Cullen Graduate Scholarships
Huang, Diane PES
June L. Chin Presidential Endowed Fellowship
Lietzow, Robert F. PEF
Lietzow, Sharon Ley PEF
Lourdes M. & Nicanora C. Cuellar Presidential End
Nicky R. & Lisa K. Holdeman Presidential End Fellowship - OPT
Smith, Arthur & June Quasi
Symons, Virgina Thompson PEF Eng
Burke, Jack & D'Ann
International Student
Phi Beta Delta
Prudential
Faculty Senate Enhancement Endowment
Adair, Wendy Scholarship
Wells Fargo Scholars Community
York, Meredith & Miriam
John S. Dunn Chair End
Rockwell Ctr for Ethics & Ldrshp
Energy Alumni Assoc. Schol.
Houston Jr C Of C
Enron Teaching Award
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
Proj
51794
51793
51795
48425
48434
48432
48433
50474
46667
38639
33982
38640
46665
38643
38642
46666
48094
38641
38638
40825
16739
40826
17523
44730
43279
44424
43277
41910
48787
13408
13406
10585
4028
4028
4028
2076
4040
4042
4046
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4028
4028
4028
4042
4042
4028
4028
4042
H0696
H0696
H0696
H0607
H0607
H0607
H0607
H0443
H0442
H0442
H0442
H0442
H0442
H0442
H0442
H0442
H0442
H0442
H0442
H0217
H0217
H0217
H0013
H0008
H0007
H0007
H0007
H0005
H0005
S0005
S0005
S0005
H9639
H9559
H9729
F0759
F0751
A1899
A1893
H8336
H8107
H1504
H1669
H9623
H8118
H9746
H9745
H8103
H8154
H9689
H9814
H1032
H1312
D3101
C0459
D8033
H9748
H2835
H1735
A9969
D9784
H0218
H9557
D0207
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Sp Type
RTP
3 Year
Average
Market Value
11,675.19
12,181.83
14,162.44
19,659,950.35
FY13
Actual Income
FY14 - FY13
Income Change
25,159.29
11,927.61
10,763.79
44,699.59
1,156,233.12
6,498,842.54
113,772.46
234,072.34
1,067,969.37
467.00
487.00
566.00
786,398.00
1,654,840.93
198,147.00
823,992.00
12,544.00
2,271.00
4,716.00
41,377.00
2,405.00
1,274.00
2,113.00
2,829.00
1,182.00
1,085.00
2,760.00
2,225.00
1,222.00
2,334.00
868.00
1,647.50
1,006.00
477.00
431.00
1,788.00
46,249.00
259,954.00
4,551.00
9,363.00
42,719.00
442.00
452.00
528.00
762,804.00
188,910.00
799,238.00
12,198.00
2,214.00
40,134.00
2,308.00
684.00
1,980.00
2,668.00
536.00
435.00
2,573.00
2,074.00
1,183.00
2,263.00
811.00
1,598.00
887.00
446.00
401.00
1,730.00
41,550.00
168,190.00
4,207.00
9,013.00
41,435.00
25.00
35.00
38.00
23,594.00
1,654,841.00
9,237.00
24,754.00
346.00
57.00
4,716.00
1,243.00
97.00
590.00
133.00
161.00
646.00
650.00
187.00
151.00
39.00
71.00
57.00
50.00
119.00
31.00
30.00
58.00
4,699.00
91,764.00
344.00
350.00
1,284.00
56,444,997.93
3,914,288.43
2,093,892.00
1,820,397.00
4,953,683.47
20,599,806.04
313,589.94
56,768.75
117,891.14
1,034,428.43
60,124.93
31,842.17
52,822.47
70,730.26
29,538.39
27,123.67
69,005.48
55,631.32
30,557.45
58,350.72
21,693.38
SUBTOTAL ACADEMIC AFFAIRS UH & UHSA
Est. FY14
Income
Provost
Provost
Provost
Provost
UH Facilities Excel.
KUHT Quasi Endow Reserve Fund
John L. Bear Presidential Endowed Fellowship
UH Faculty Excell.
SUBTOTAL Provost (RTP)
20794
35704
54622
53094
6061
6065
4028
4042
H0650
H0650
H0442
H0005
G9001
C9093
H8504
D9040
NA
NA
NA
NA
y
y
y
y
1,225.69
373,745.25
10,389.89
2,410.97
904,858.80
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
ARCH
Huitt-Zollars Endowed Scholarship - Architecture
CRSS/Aaron Farfel
David D. Red Scholarship Endowment
Detering, Carl & William
FKP Architects/Charles Sundin Sch
Herman, Ralph S. Scholarship
Okumura, Roy
Powers Brown Architecture Scholarship Endow
Sharon Sanders Hoover Mem End
Spacehab End Sch-Chet Lee
Architecture Alumni
Barnstone Lecture Series - Architecture
Bell, Larry Space Architecture
Hines, Gerald
Japan Shipbuilding
Johnson Philip Quasi
SUBTOTAL ARCHITECTURE
53941
10848
46705
16525
42784
29174
16899
41827
42293
38980
17445
48893
40759
40757
14120
40758
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
4042
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H0024
H8502
H1038
H2925
H1703
H3674
H2588
H1034
H9963
H3522
H2858
D1161
C9017
A2204
D1147
A1334
A2004
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
y
9,882.90
45,888.97
19,326.08
45,167.37
25,616.30
79,477.30
14,478.49
18,377.32
10,068.51
10,940.35
159,043.38
47,245.61
137,941.16
3,996,258.85
4,410,092.14
176,573.72
9,206,378.45
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
Halliburton
Baker Hughes Professorship
Cemo, Michael Professorship
Elkins Professorship
Grinaker, Robert Professorship
Price Waterhouse Professorship
Voelkel, Stanley
Andy & Barbara Gessner "Inspiring Excellence"
Ann E. Lyon Endowed Scholarship
Bank of America
Bauer Excellence Scholarship Endowment
Bauer Family Fndn.
Blessan Samuel Memorial Sch Endow
C T Bauer Full Time Undergrad
C T Bauer Part Time MBA Sch End
Cameron "Inspiring Excellence" Sch End
Charles T Bauer Schol Endow
Cook-Price, Elaine
Countryman, Mark Scholarship
Daniels, Howard
Debra and Mark Gregg Scholarship Endowment
Delta Sigma Pi
Dennis Allen Mem Sch End
Dr. Edward A. Blair Scholarship Endowment
Duke Energy Scholarship
Dwight E. Davis Sch End
El Paso Corporation Scholarship Endowment
Eugene H Hughes Sch
Federation of Houston Women
Furman, Larry Scholarship
George O. Gamble Scholarship Endowment
Gordon, Aron Scholarship
Gordon, Harry
GPA Improvement
Gunter, Thomas Robert
Harcrow, Stephen
Hispanic Bus Student Assoc
Houst Fdn Cont Ed
Houston Assn of Govt Guaranteed Lenders (HAGGL) Sch End
Houston Cash Mgmt Assoc.
Houston Marketing Prof Sch End
Hughes, Ruth
Hyman Sofer Memorial Scholarship Endowment
Jack & Anne Wallace Scholarship
48286
17669
34051
16964
17667
17436
48290
42996
50117
16787
54556
28120
37862
39069
38254
43112
37967
27237
35184
37165
42844
12177
39314
46751
37218
38997
16685
16686
37169
16599
52434
13063
16614
16789
14145
37164
16795
16761
53046
17026
42049
16914
41817
48287
4042
4042
4042
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
H0054
H0050
H0049
H0047
H0046
H0046
H0046
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
H0041
D8232
A1412
A9727
A1897
A1406
A1428
D8231
H3688
H8322
H1022
H8460
H9619
H9829
H2864
H3484
H3695
H2843
H2556
H9757
H0504
H3679
H0546
H3495
H8096
H9792
H2860
H1084
H1090
H0950
H0982
H8398
H1072
H1064
H0916
H1671
H1096
H0932
H1020
H8472
H0872
H9956
H0592
H3515
H9785
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
116,782.35
1,002,458.78
140,423.35
857,437.88
331,590.79
267,157.80
19,771.27
61,286.11
28,104.50
81,339.09
1,245,709.61
278,153.71
12,390.72
156,192.22
188,780.70
33,197.08
272,613.20
32,159.99
13,768.61
367,772.45
59,593.63
26,123.34
22,928.98
48,144.31
44,327.20
10,594.21
70,456.21
483,289.84
49,839.24
24,789.60
25,219.95
244,828.94
24,285.24
16,981.34
13,804.77
27,282.10
59,731.28
25,189.57
66,142.95
9,438.40
345,481.84
25,953.32
24,397.31
-
46.00
13,931.00
90.00
27,459.00
(46.00)
(13,931.00)
(90.00)
(27,459.00)
1,836.00
773.00
1,807.00
1,025.00
3,179.00
579.00
735.00
403.00
438.00
6,362.00
1,890.00
5,518.00
159,850.00
176,404.00
7,063.00
367,862.00
1,777.00
1,752.00
945.00
2,914.00
561.00
407.00
6,026.00
1,833.00
5,143.00
139,482.00
168,022.00
6,586.00
335,448.00
59.00
773.00
55.00
80.00
265.00
18.00
735.00
403.00
31.00
336.00
57.00
375.00
20,368.00
8,382.00
477.00
32,414.00
4,671.00
40,098.00
5,617.00
34,298.00
13,264.00
10,686.00
791.00
2,451.00
1,124.00
3,254.00
49,828.00
11,126.00
496.00
6,248.00
7,551.00
1,328.00
10,905.00
1,286.00
551.00
14,711.00
2,384.00
1,045.00
917.00
1,926.00
1,773.00
424.00
2,818.00
19,332.00
1,994.00
992.00
1,009.00
6,161.00
9,793.00
971.00
679.00
552.00
1,091.00
2,389.00
1,008.00
2,646.00
378.00
13,819.00
1,038.00
976.00
4,531.00
38,628.00
5,297.00
33,267.00
12,874.00
10,369.00
765.00
1,354.00
1,098.00
3,156.00
10,371.00
465.00
5,817.00
7,012.00
1,199.00
10,158.00
1,159.00
493.00
13,536.00
2,164.00
895.00
858.00
1,697.00
1,657.00
394.00
2,734.00
18,023.00
1,635.00
959.00
908.00
5,976.00
9,499.00
926.00
657.00
998.00
2,317.00
2,331.00
13,339.00
867.00
140.00
1,470.00
320.00
1,031.00
390.00
317.00
26.00
1,097.00
26.00
98.00
49,828.00
755.00
31.00
431.00
539.00
129.00
747.00
127.00
58.00
1,175.00
220.00
150.00
59.00
229.00
116.00
30.00
84.00
1,309.00
359.00
33.00
101.00
185.00
294.00
45.00
22.00
552.00
93.00
72.00
1,008.00
315.00
378.00
480.00
1,038.00
109.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
44
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
BUS
Descriptions
Jesse Jones Endowment
Joe Martin Scholarship End
John & Sharon Stubblefield End
John D & Susan K Thompson End
Kuriger, Richard Charles
Laufman, Bill
Leon B. Stinson Memorial Sch End
Leroy & Lucille Melcher End
Link Staffing Services Sch End
Loomis, Carol & Scott Scholarship
Mack Rogers, Jr. Insurance & Risk Management
Marvin & Joan Kaplan Recruiting Scholarship Endowment
McNabb, John
Monk, Earl Scholarship
Palmer, Marc
Palmer,Wilma Scholarship
Prudential
Richard & Dawn Rawson Sch End
Rims Houston Chapter Sch End
Robert White Accountancy
Robin French Family Scholarship Endowment
Rodriguez, Robert
Ross, Billy D
Smallman, William R.
Techtrans International Scholarship Endowment
Texas Exec Women
The Minute Maid Company Foundation
UHY Mann Frankfort & Lipp
Wells Fargo
Williamson, Kim & Bruce Schol.
Willis & Patsy Johnson Sch End
Quinones, Charles John Schol.
Arthur Andersen Professorship
Center for Excellence in Internal Auditing Endowment
Conn Appliances
Duncan Professorship
El Paso Corp - Ken Reese Dean’s Excellence Endow
EMBA Teaching Excell
Henry and Tanya Matula Endowment
Hurley, Marvin Professorship
Jack & Debbie Moore Excel End
JP Morgan Chase Professorship
Keys A. & Joan F. Curry Endowed Excellence Fund
KPMG/Peat Marwick
Leroy & Lucille Melcher End
Leroy & Lucille Melcher End
Lilie Family-Entrepreneur
Mark G. Papa Leadership Excellence Fund End
McMahen, Charles Chair
Payne, Wayne & Kathryn
Robinson, Jerome
Sachnowitz, Larry J Prof Mrkting
Sloan, Everett
William Douglas Allums C.T. Bauer Business End
Bauer, C.T.
SUBTOTAL BAUER COLLEGE OF BUSINESS
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
48289
39586
38461
13076
40763
38462
40761
43880
40762
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0041
H1066
4028
H0041
H2861
4028
H0041
H2878
4028
H0041
H2886
4028
H0041
H9752
4028
H0041
H1653
4028
H0041
H3489
4028
H0041
H0572
4028
H0041
H2879
4028
H0041
H9817
4028
H0041
H2872
4028
H0041
H2876
4028
H0041
H9756
4028
H0041
H9816
4028
H0041
H1082
4028
H0041
H9771
4028
H0041
H1026
4028
H0041
H2857
4028
H0041
H2909
4028
H0041
H1094
4028
H0041
H3696
4028
H0041
H2560
4028
H0041
H0880
4028
H0041
H2537
4028
H0041
H8139
4028
H0041
H0850
4028
H0041
H1068
4028
H0041
H9787
4028
H0041
H0790
4028
H0041
H9696
4028
H0041
H2893
4028
H0041
H2627
4042
H0041
A1420
4042
H0041
D8484
4042
H0041
A2245
4042
H0041
A1895
4042
H0041
D8279
4042
H0041
A1438
4042
H0041
D3786
4042
H0041
A1424
4042
H0041
D3077
4042
H0041
A1932
4042
H0041
D3922
4042
H0041
A1446
4042
H0041
D9088
4042
H0041
D4124
4042
H0041
D8233
4042
H0041
D3688
4042
H0041
A9731
4042
H0041
D1175
4042
H0041
D3076
4042
H0041
A9773
4042
H0041
D3075
4042
H0041
D3950
4051
H0041
A2205
y
y
y
y
Sp Type
16615
38998
39958
40185
34991
16381
38435
39966
36869
39773
39880
35120
36868
16684
35804
16896
38982
40868
33840
43407
27303
37166
26917
46750
37167
16616
37217
37168
32801
40564
32285
17673
54555
42237
16961
49236
10785
42775
17676
40764
17226
43937
36262
Business
Business
Business
Business
Bauer Alumni Assn Scholarship Endowment
Jerry J. Bennett Memorial Endowed Scholarship
Sai Hoon Lim Scholarship Endowment
Williams Group Inspiring Excellence Sch End
SUBTOTAL BAUER COLLEGE OF BUSINESS (RTP)
44486
51027
46968
43408
4028
4028
4028
4028
H0041
H0041
H0041
H0041
H3728
H8390
H8165
H3697
NA
NA
NA
NA
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
Public History Quasi
Jack & Betty Thurmond Master of Public Admin Sch End
Johnson, Harvey L.
Spanish PhD Endow
Hispanic Literature Chair
Mitchell, Cynthia Woods Center
William C. Moffit Endowed Scholarship in Band
William Douglas Allums Band Endowment
Pinchback Taylor, Jr. Excel Women's Gender & Sexuality Studies
Women's, Gender, and Sexuality Studies Endowment
Dr. Richard Murray Sch End
Center Public Policy Quasi
Hobby Center for Public Policy Quasi Endowment
Hobby Ctr Adv Board Endow for Hobby Ctr for Pub Policy
Lanier, Robert Chair
Joseph S. & Rosella H. Werlin Memorial Scholarship Endowment
Joseph S. & Rosella H. Werlin Memorial Scholarship Endowment
Werlin, Joseph Sociology Faculty
Arnold, Genevieve Psychology
Callicut, Laurie Quasi
Dr. Gayle M. Rettig Grad Fellowship for Neuropsychology
Lee & Beverley Martin Endowed Psychology UGR SCH
Love, John W.
MacNaughton, John
McCary, John Leslie
Mont H. Jr. & Jane Goldston End Grad Fellowship
Osborn, Bart Industrial Org
Peek Family Scholarship Endowment
Kenneth Lay Professorship
Lence Distinguished Chair Quasi
Ross Lence Dist Univ Teaching Chair
Yelderman, Pauline Chair
Everett J. & Mary Lee Lanik Sch End
Hadad, Daniel
Hayden, Carlos
Jones, Benjamin Scott
Marlatt E.E.
Shearne, Major Charles PES
Walker, Hap
Primeaux, Walter & Natalie
Dept of Economics Professorship
43941
48612
54117
54116
48303
40071
52721
43951
53107
49277
42287
40209
48233
51437
40208
16522
12200
34049
30177
16931
48349
48363
10839
12091
16508
48170
40234
42913
17213
40820
40820
32063
38469
14032
16534
40232
16888
10325
40233
40231
35735
4042
4028
4028
4028
4042
4042
4028
4042
4042
4042
4028
4042
4042
4042
4042
4028
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4042
H0517
H0514
H0504
H0504
H0504
H0473
H0447
H0447
H0433
H0433
H0128
H0128
H0128
H0128
H0128
H0126
H0126
H0126
H0125
H0125
H0125
H0125
H0125
H0125
H0125
H0125
H0125
H0124
H0124
H0124
H0124
H0124
H0123
H0123
H0123
H0123
H0123
H0123
H0123
H0122
H0122
D3093
H8259
H9286
H9320
A9051
D9677
H9803
D8062
D8474
D8280
H3521
D1471
D8164
D8432
A1956
H1695
F1501
D9728
H2609
H0624
H8246
H8252
H0792
H1683
H1681
H8101
H0492
H3685
A1804
A2214
A2214
A9035
H3490
H0596
H1468
H9573
H0906
H2479
H0994
H2510
A9766
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
3 Year
Average
Market Value
5,900,668.22
37,130.29
110,241.16
41,061.13
11,355.69
70,632.17
63,285.66
65,010.05
30,077.98
39,941.04
167,933.61
50,818.56
52,625.52
70,861.60
57,469.37
42,656.16
38,033.79
61,122.97
26,693.91
11,519.04
120,906.37
9,815.43
38,622.23
67,239.35
173,616.17
59,388.65
127,665.86
149,304.50
21,776.12
713,601.27
108,562.10
175,041.42
346,354.53
527,112.11
32,880.99
13,991.97
379,929.38
51,721.46
223,787.66
270,793.75
416,990.66
6,477,130.19
65,816.49
204,099.28
1,113,464.08
125,370.46
113,865.14
145,243.34
17,991.17
445,942.31
29,532,173.34
56,475,249.48
16,357.76
10,150.29
7,418.58
6,339.44
40,266.07
70,518.71
18,429.92
7,461.28
106,950.06
1,223,417.49
17,379,404.64
67,514.70
445,942.33
25,386.43
28,295.48
125,086.78
163,784.66
1,174,724.58
532,892.42
537,917.20
93,895.32
69,139.53
35,556.70
49,947.79
53,413.79
26,339.81
5,305.81
146,946.27
21,252.45
264,662.77
64,721.13
24,791.37
352,115.76
47,131.53
303,934.48
595,353.77
28,469.55
27,146.64
29,540.67
15,658.41
21,603.69
268,760.85
24,784.97
50,392.38
155,070.67
Est. FY14
Income
236,027.00
1,485.00
4,410.00
1,642.00
454.00
2,825.00
2,531.00
20,726.80
2,600.00
1,203.00
1,598.00
6,717.00
2,033.00
2,105.00
2,834.00
2,299.00
1,647.50
1,706.00
1,521.00
2,445.00
1,068.00
461.00
4,836.00
393.00
1,545.00
2,690.00
6,945.00
2,376.00
5,107.00
5,972.00
871.00
28,544.00
4,342.00
7,002.00
13,854.00
21,084.00
1,315.00
560.00
15,197.00
2,069.00
8,952.00
10,832.00
16,680.00
142,496.75
95,861.45
2,633.00
8,164.00
44,539.00
5,015.00
4,555.00
5,810.00
720.00
17,838.00
1,181,287.00
2,266,822.50
2,821.00
737.00
298.00
4,278.00
48,937.00
695,176.00
2,701.00
17,838.00
1,015.00
1,132.00
5,003.00
6,551.00
46,989.00
21,316.00
21,517.00
500.00
3,256.00
2,766.00
1,422.00
1,998.00
2,137.00
1,054.00
212.00
5,878.00
850.00
10,587.00
2,589.00
992.00
14,085.00
1,885.00
12,157.00
23,814.00
1,139.00
1,086.00
1,182.00
626.00
864.00
10,750.00
991.00
2,016.00
6,203.00
FY13
Actual Income
228,936.00
1,068.00
3,357.00
423.00
2,606.00
2,359.00
20,104.16
1,755.00
951.00
1,477.00
5,233.00
1,900.00
1,921.00
2,749.00
2,143.00
1,598.00
1,110.00
924.00
436.00
4,691.00
1,321.00
2,596.00
6,736.00
2,186.00
4,953.00
4,852.00
694.00
27,220.00
6,785.00
13,438.00
20,467.00
1,266.00
478.00
14,741.00
1,926.00
8,683.00
7,347.00
16,183.00
138,216.10
92,981.74
2,541.00
41,512.00
4,604.00
4,245.00
5,429.00
697.00
15,105.00
963,327.00
532.00
320.00
276.00
221.00
1,349.00
2,736.00
564.00
288.00
3,989.00
47,238.00
650,389.00
2,551.00
15,105.00
761.00
6,355.00
45,634.00
629.00
20,057.00
500.00
3,081.00
2,578.00
1,371.00
1,938.00
2,093.00
1,032.00
205.00
5,628.00
823.00
10,210.00
2,411.00
724.00
13,661.00
1,797.00
11,659.00
22,198.00
1,040.00
1,051.00
1,145.00
611.00
836.00
9,556.00
960.00
5,817.00
FY14 - FY13
Income Change
7,091.00
417.00
1,053.00
1,642.00
31.00
219.00
172.00
622.64
845.00
252.00
121.00
1,484.00
133.00
184.00
85.00
156.00
50.00
596.00
1,521.00
2,445.00
144.00
25.00
145.00
393.00
224.00
94.00
209.00
190.00
154.00
1,120.00
177.00
1,324.00
4,342.00
217.00
416.00
617.00
49.00
82.00
456.00
143.00
269.00
3,485.00
497.00
4,280.65
2,879.71
92.00
8,164.00
3,027.00
411.00
310.00
381.00
23.00
2,733.00
1,181,287.00
1,303,496.00
(532.00)
(320.00)
(276.00)
(221.00)
(1,349.00)
85.00
173.00
10.00
289.00
1,699.00
44,787.00
150.00
2,733.00
1,015.00
371.00
5,003.00
196.00
1,355.00
20,687.00
1,460.00
175.00
188.00
51.00
60.00
44.00
22.00
7.00
250.00
27.00
377.00
178.00
268.00
424.00
88.00
498.00
1,616.00
99.00
35.00
37.00
15.00
28.00
1,194.00
31.00
2,016.00
386.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
45
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
Descriptions
Graham Professorship in Econ
Joel Sailors Fac Fellow Economic
Kenneth Lay Economics Prof
Shri Sita Ram Fdn End Sch for the India Studies Program
Lynn E. Mitchell Endowment in Religious Studies
Social Sciences Alumni Quasi
Robinson, Minette & Jerome
Blaffer Gallery
Benito Torres Endowed Scholarship in CMAS
Cain Scholarship - UH
Fraga Brothers
LULAC
Maresh, Thelma Burnett Schol.
Amegy Bank of Texas Endowment
Bob Perry Mexican American Studies Endow
Congressman Gene Green MAS
Ctr for Mexican American Studies
Dr. Tatcho Mindiola Director's Endow for CMAS
Fiesta Mart Endow-MAS
George & Kathryn Martinez End
HEB Endowment MAS
JPMorgan Chase End for Excellence in CMAS
Mendenhall, Trinidad Vasquez
Mexican Women's Initiative End
Miguel & Ana Loya
Musa & Khaleda Dakri Endow
Palacios Ctr for Mexican Amer Studies
Sanchez Family Found End
Soliz, Olga MAS
State Farm - Ctr Mex Amer.
Tacho & Cindy Mindiola
Union Pacific for Mex.Amer Studies
Wells Fargo Ctr for Mex Amer
Debbie Haley Mem Schol Quasi Endow in African Amer Studies
John Moores Humanitarian Sch
Sheeler, John Rubin
Sylvester Turner Public Service Sch
Brown Fdn Research Director
Rockefeller Fndn Hisp. Lit Quasi
Silin, Charles
Ugo Di Portanova Endowed Scholarship in Italian Studies
Claude Sonsino Scholarship Endowment
Texas German Studies
Charles & Margie Denson Sch End
Alkek Schol Endow
Alkek-Williams Music
Anthony P. Apollo Memorial Scholarship Endowment
Betty & Harry Jukes End
Bishop, Charles & Dorothy
Burr, Ruth
Charlene & Phillip Carrol
Charles & Dorothy Riesen
Chertok, Nancy
Claridge, Hester
Claridge, Ruth
Cooper, Sara
Czarnek And Patalik Music
Druary, John Scholarship
Fredric A & Betsy C Weber Sch
Galveston Musical
Gordon, Aron Scholarship
Grant, Richard
Head, Jeremy
Henry, William G., Jr.
Hirsch, Winifred & Maurice
Hirsh, Albert
Katims, Milton
Lack Music
Lack, Jean Preston
Larry Gatlin Music End
Linda & Ken Lay Family End
Margaret & James Elkins
Marian & Samuel W. Spain End for Grad or UGR Students in Music
Marilyn & R.E. Reamer End
Martin Antonio Flores Sch End
May R. Litowsky Endowed Scholarship
McCollum Eleanor
Melcher Violin
Michael Wilkomirski Endowed Violin Scholarship Fund
Moores Fellowships
Nikolaidi, Elena
Patterson, Claire North Scholarship
Pollack, Howard Scholarship
Robert J. Jones Endow
Saunders, Betti & Charles
Schissler Foundation
School Of Music Quasi
Shaw, Betty
Smith, June Duhar Schol. Quasi
Stephen Harbachick End
The Thelma Hearn Scholarship
Tomatz, David & Ann
Van Horn, Sue
West, Neva & Wesley
Wilheimina R. Morian End
Wiggins, Jayne & Albert
Alkek/Williams Chair
Betty Cannata Music Excellence Endowment
Edythe Bates Old Quasi
Edythe Bates Old Choral Quasi
Edythe Bates Old Orch Quasi
George L & Myrajane E Hall Sch
J. Scott Chase Endowment in Opera
Lack, Abram
Sp Type
40819
17310
17316
53180
51048
16539
36873
40818
16603
16517
28032
42236
30288
40237
48300
38645
48301
43737
42230
48302
36920
42032
34639
40236
48306
38143
48307
38842
35689
37305
48308
34640
34638
45828
39499
16471
39500
40336
34555
10775
51689
40817
40314
40355
10860
16606
50293
16734
40811
16516
16738
16608
16636
40218
16669
40221
40227
36226
38291
40222
16671
16561
16562
40226
12154
17140
14146
16514
40220
16733
16735
16740
41966
16736
39326
52762
16576
16577
49892
13896
14019
30996
30994
16743
40225
16670
12174
16560
31608
40219
40223
40224
16871
14160
16737
29329
40816
49331
36165
40814
40815
40821
44723
40812
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4042
H0122
A2213
4042
H0122
D1383
4042
H0122
A1824
4028
H0121
H8481
4042
H0121
D8393
4028
H0120
H1480
4028
H0097
H9621
4042
H0097
D3099
4028
H0095
H1274
4028
H0095
H1733
4028
H0095
H9617
4028
H0095
H1679
4028
H0095
H9653
4042
H0095
D9908
4042
H0095
D9664
4042
H0095
D9769
4042
H0095
D9651
4042
H0095
D8054
4042
H0095
D9987
4042
H0095
D9657
4042
H0095
D9811
4042
H0095
D9977
4042
H0095
D9713
4042
H0095
D9877
4042
H0095
D9686
4042
H0095
D3575
4042
H0095
D9674
4042
H0095
D9874
4042
H0095
D9761
4042
H0095
D2980
4042
H0095
D9704
4042
H0095
D9718
4042
H0095
D9722
4028
H0094
H3003
4028
H0094
H3497
4028
H0094
H1711
4028
H0094
H3498
4042
H0093
B3686
4042
H0093
D9732
4028
H0092
H1665
4028
H0092
H8337
4042
H0092
D3098
4042
H0092
D3710
4028
H0091
H2889
4028
H0090
H1314
4028
H0090
H1282
4028
H0090
H8172
4028
H0090
H1302
4028
H0090
H2905
4028
H0090
H1731
4028
H0090
H1310
4028
H0090
H1286
4028
H0090
H0814
4028
H0090
H0566
4028
H0090
H1226
4028
H0090
H0914
4028
H0090
H2544
4028
H0090
H9767
4028
H0090
H2851
4028
H0090
H1018
4028
H0090
H1232
4028
H0090
H1250
4028
H0090
H1252
4028
H0090
H2543
4028
H0090
H1220
4028
H0090
H0560
4028
H0090
H1723
4028
H0090
H1691
4028
H0090
H0882
4028
H0090
H1300
4028
H0090
H1304
4028
H0090
H1316
4028
H0090
H9976
4028
H0090
H1306
4028
H0090
H2868
4028
H0090
H8468
4028
H0090
H2413
4028
H0090
H2414
4028
H0090
H8310
4028
H0090
H0373
4028
H0090
H1014
4028
H0090
H9667
4028
H0090
H9666
4028
H0090
H1324
4028
H0090
H2542
H0090
H1228
4028
4028
H0090
H0743
4028
H0090
H1248
4028
H0090
H9675
4028
H0090
H0765
4028
H0090
H2540
4028
H0090
H2541
4028
H0090
H0854
4028
H0090
H1246
4028
H0090
H1308
4028
H0090
H2592
4042
H0090
A2212
4042
H0090
D8282
4042
H0090
D3560
4042
H0090
D3096
4042
H0090
D3097
4042
H0090
D9854
4042
H0090
D8052
4042
H0090
D3094
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
3 Year
Average
Market Value
253,059.41
765,532.81
372,559.03
25,011.32
45,065.30
10,666.70
35,743.56
576,376.55
33,033.99
1,251,230.08
41,108.27
63,785.22
203,055.04
16,813.29
394,928.04
11,401.56
26,095.45
208,852.64
26,589.04
22,374.51
133,281.65
23,811.10
53,335.42
52,566.92
21,500.24
26,773.43
17,018.83
26,158.03
23,694.90
21,471.45
22,919.17
11,167.51
107,189.57
28,010.30
20,011.04
65,556.65
20,011.04
1,018,876.93
460,110.03
18,255.09
47,236.55
32,309.78
9,958.93
16,964.75
21,538.59
47,435.72
28,975.92
11,490.81
122,343.31
53,857.57
10,332.83
126,921.79
38,136.08
31,545.98
38,091.13
19,429.80
13,575.77
32,262.39
20,825.20
22,435.32
164,664.92
31,406.82
9,496.64
12,175,122.10
28,754.88
56,750.17
57,009.05
22,185.58
10,468.81
25,832.63
25,832.63
190,488.85
25,832.63
10,392.08
25,661.14
15,854.48
385,570.44
190,670.06
1,968,344.88
15,454.80
29,862.83
56,048.15
12,673.74
26,046.58
195,922.74
148,888.78
15,847.37
11,393.00
10,160.92
29,467.78
195,754.14
54,313.25
393,264.90
10,332.83
1,103,202.33
26,273.67
968,852.76
74,445.94
74,445.94
11,122.88
32,057.48
115,815.14
Est. FY14
Income
10,122.00
30,621.00
14,902.00
1,000.00
1,803.00
427.00
1,430.00
23,055.00
1,321.00
50,049.00
1,644.00
2,551.00
8,122.00
673.00
15,797.00
456.00
1,044.00
8,354.00
1,064.00
895.00
5,331.00
952.00
2,133.00
2,103.00
860.00
1,071.00
681.00
1,046.00
948.00
859.00
917.00
447.00
4,288.00
1,120.00
800.00
2,622.00
800.00
40,755.00
18,404.00
730.00
1,889.00
1,292.00
398.00
679.00
862.00
1,897.00
1,159.00
460.00
4,894.00
2,154.00
413.00
5,077.00
1,525.00
1,262.00
1,524.00
777.00
543.00
1,290.00
833.00
897.00
3,080.00
6,587.00
1,256.00
380.00
487,005.00
1,150.00
2,270.00
2,280.00
887.00
419.00
1,033.00
1,033.00
7,620.00
1,033.00
416.00
1,026.00
634.00
15,423.00
7,627.00
78,734.00
618.00
1,195.00
2,242.00
507.00
1,042.00
7,837.00
5,956.00
634.00
456.00
406.00
1,179.00
7,830.00
2,173.00
15,731.00
413.00
44,128.00
1,051.00
38,754.00
2,978.00
2,978.00
445.00
1,282.00
4,633.00
FY13
Actual Income
9,818.00
21,182.00
14,455.00
1,354.00
413.00
1,350.00
22,362.00
1,213.00
48,546.00
2,475.00
7,297.00
604.00
14,896.00
426.00
944.00
6,736.00
855.00
661.00
4,990.00
1,993.00
1,485.00
743.00
998.00
646.00
974.00
882.00
800.00
855.00
416.00
4,012.00
1,095.00
2,544.00
36,912.00
17,155.00
707.00
1,220.00
1,205.00
383.00
803.00
1,829.00
1,132.00
428.00
4,747.00
2,090.00
385.00
4,732.00
1,477.00
1,221.00
1,475.00
752.00
1,122.00
776.00
869.00
2,987.00
6,389.00
1,209.00
462,338.00
1,115.00
2,202.00
2,184.00
846.00
390.00
963.00
963.00
963.00
387.00
6,311.00
76,369.00
598.00
1,151.00
1,937.00
489.00
970.00
7,613.00
5,774.00
614.00
438.00
2,102.00
15,184.00
385.00
41,132.00
1,029.00
37,409.00
414.00
1,118.00
4,493.00
FY14 - FY13
Income Change
304.00
9,439.00
447.00
1,000.00
449.00
14.00
80.00
693.00
108.00
1,503.00
1,644.00
76.00
825.00
69.00
901.00
30.00
100.00
1,618.00
209.00
234.00
341.00
952.00
140.00
618.00
117.00
73.00
35.00
72.00
66.00
59.00
62.00
31.00
276.00
25.00
800.00
78.00
800.00
3,843.00
1,249.00
23.00
669.00
87.00
15.00
679.00
59.00
68.00
27.00
32.00
147.00
64.00
28.00
345.00
48.00
41.00
49.00
25.00
543.00
168.00
57.00
28.00
93.00
198.00
47.00
380.00
24,667.00
35.00
68.00
96.00
41.00
29.00
70.00
70.00
7,620.00
70.00
29.00
1,026.00
634.00
15,423.00
1,316.00
2,365.00
20.00
44.00
305.00
18.00
72.00
224.00
182.00
20.00
18.00
406.00
1,179.00
7,830.00
71.00
547.00
28.00
2,996.00
22.00
1,345.00
2,978.00
2,978.00
31.00
164.00
140.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
46
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
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CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
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CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
Descriptions
Madison Quasi Professorship at the Moores Sch of Music
Melcher, Lucille Endow
Moores Professorship
Old, Edith Bates Prof. Quasi
Sarofim, Louisa
School Of Music Quasi
Douthitt, Helen Scholarship
Latin Amer Schol Quasi
Miller, Murray Scholarships
Siegel, Stanley TX History
Arab-American Edu Fdn Chair in Modern Arab History
History
Adams, Martin
Arnold, Genevieve Com Disord
Howard Family "Inspiring Excellence" End
John A. Beck
Lebel, Patty & Jesse Loran
Torres, Rosemary Segovia Scholarship
UH Comm Sciences & Disorders
UH Communications Disorders
Donna R. Fox End for Faculty Support
Thelma Burnett Maresh
Anne Perrin End for Doctoral Students Early Amer Women Writers
C.J. Fund for Grad Creative Writing Program Student Grants End
Day, Martin & Betty
English Scholarships Quasi
Excellence in English Scholarships Endowment
Morgan, Jeanette
Morris Gentile Mem.
Prudential
Richard L. Nelson Excellence Writing Award End
Robert & Jennifer Reichek Schol Endow
African Amer Studies, Chair in Creative Writing
Cullen Foundation Chair in Creative Writing
Houstoun Professorship
Inprint Fund for the Creative Writing Program
Lawrence, Bryan Excellence Quasi
McDavid College Professorship
Paula Withers Clare Award Endowment
Smith, Beulah Lavange Quasi
Bartkowiak, Matthew
Bullard Schol Endow
Dorff, Linda Scholarship
Joanna Friesen Endow Sch
John S & Elena M Zaccaria Scholarship Endow
Patsy Swayze Endowed Scholarship for Dance
Pickett, Cecil
Wilson, Trey
Bill & Ann Stokes
Delphian-Children's Theatre
Delphian-Shakespeare Festival
Battin, Tom
Calderon, Elizabeth
Conrad N Hilton Schol in Communication
Flaherty, Pat
Frede, Ralph
Gallagher, Jack
Georgeanna Stanton
Jim Nantz Endowed Scholarship
Rick Casey Sch End for Excellence in Journalism
Scardino, Dickie
Speech Scholarship Quasi
Underwood, Walter Quasi
Uray, Richard
West Endowment Scholarship
William Hawes Family Scholarship Endowment
William L. & Sabra Hall Gill Scholarship Endowment
William W. & Georgia Bryan Sch End
Winius/Brandon/Blumberg
MCI Telecommunications
Blaffer, Sarah Cambell Schol
Blain, LaRuth
Choate, Gary & Palmer, Marc
Flaxman Art Scholarship
Guenther, Peter Quasi
Joan Hohlt & Roger Wich Endowment
Laura E Swails Schol End
Nancy Luton Sch End for Innovation in Printmaking
The Val Link Endowed Scholarship in Art
Berry, Frank Jr Quasi Int Design
Judith Morris Art
McClellan, LaVerne
Cheryl M. Carlucci Scholarship Endowment
Class Quasi Scholarship Endowment
Danberg, Debra
Houston Area Corps of Cadets/MOAA
Lepow, Dr. Ronald
Louise Woestemeyer Sch End
Mitchell Endowment
Robert Eckles Schol End
Sanders, Don A.
William Cunningham End - Hawes
William Cunningham End - Young
Donna Scott Endowment
Henderson, Sen. Don Quasi
McGovern Lectureship Endow
Stern, David O. in LASS
Wortham Chair
Pelton, Barry C.
Sterr, Margie Scholarship
Sp Type
48172
40813
17353
36880
17288
17270
16509
16384
16387
36235
51681
40809
16745
40217
43978
16604
16987
40808
42317
10332
40693
48309
50104
50843
16762
16373
53169
40804
16744
16897
44808
49874
40805
49097
12310
49829
40807
35736
54594
17298
40803
10859
27065
16742
42795
53144
40214
40215
38134
17138
17137
16596
10858
42134
13056
16565
17145
40212
42476
51326
16379
16377
16378
40213
42857
42319
48191
42057
16470
40802
16382
16602
16607
16510
40210
40042
39509
49958
43139
36923
48304
10333
43418
39153
35435
42316
35442
40235
50846
35441
35433
41220
41221
47986
35450
48305
35778
17369
40777
48402
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4042
H0090
A8130
4042
H0090
D3095
4042
H0090
A1642
4042
H0090
A9750
4042
H0090
A1680
4042
H0090
A1690
4028
H0089
H1685
4028
H0089
H1663
4028
H0089
H1717
4028
H0089
H9755
4042
H0089
A8315
4042
H0089
D3092
4028
H0087
H1326
4028
H0087
H9647
4028
H0087
H8070
4028
H0087
H1278
4028
H0087
H2459
4028
H0087
H2904
4028
H0087
H9979
4028
H0087
H2485
4042
H0087
D3070
4042
H0087
D9691
4028
H0086
H8323
4028
H0086
H8350
4028
H0086
H0864
4028
H0086
H1633
4028
H0086
H8479
4028
H0086
H2903
4028
H0086
H1222
4028
H0086
H1028
4028
H0086
H9991
4028
H0086
H8309
4042
H0086
A2210
4042
H0086
A8270
4042
H0086
A1614
4042
H0086
D8298
4042
H0086
D3091
4042
H0086
A9765
4042
H0086
D8450
4042
H0086
D1285
4028
H0085
H9754
4028
H0085
H1290
4028
H0085
H2546
4028
H0085
H1320
4028
H0085
H3675
4028
H0085
H8476
4028
H0085
H1016
4028
H0085
H0920
4042
H0085
C0679
4042
H0085
C0530
4042
H0085
C0528
4028
H0084
H0974
4028
H0084
H1258
4028
H0084
H9988
4028
H0084
H1651
4028
H0084
H1260
4028
H0084
H0574
4028
H0084
H1264
4028
H0084
H9998
4028
H0084
H8400
4028
H0084
H1647
4028
H0084
H1643
4028
H0084
H1645
4028
H0084
H1332
4028
H0084
H8016
4028
H0084
H9955
4028
H0084
H8244
4028
H0084
H9967
4028
H0084
H1709
4042
H0084
D3090
4028
H0083
H1655
4028
H0083
H1272
4028
H0083
H1284
4028
H0083
H1687
4028
H0083
H0745
4028
H0083
H2881
4028
H0083
H3496
4028
H0083
H8314
4028
H0083
H8011
4042
H0083
D9795
4042
H0083
D8238
4042
H0083
D1652
4028
H0082
H8042
4028
H0082
H9862
4028
H0082
H1482
H0082
H9981
4028
4028
H0082
H2424
4028
H0082
H9861
4028
H0082
H0846
4028
H0082
H1486
4028
H0082
H1478
4028
H0082
H9932
4028
H0082
H9933
4042
H0082
B8226
4042
H0082
D1365
4042
H0082
C9056
4042
H0082
D9768
4042
H0082
A1608
4028
H0065
H0355
4028
H0065
H1118
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
SUBTOTAL COLLEGE OF LIBERAL ARTS & SOCIAL SCIENCES
CLASS
African American Studies End Chair
10609
5XXX
H0089
A0001
G004545
RTP
3 Year
Average
Market Value
565,922.37
517,629.06
743,275.00
143,822.20
40,635.34
4,987,881.85
23,166.38
24,039.61
609,756.11
24,124.37
374,045.80
27,040.50
11,379.71
47,409.88
37,318.41
376,887.04
110,320.19
12,130.63
7,574.44
13,362.90
9,890.67
29,105.00
27,194.47
2,075,431.31
19,236.47
25,399.41
25,011.32
16,625.52
33,669.31
51,751.62
92,106.25
9,825.57
9,825.57
17,963.16
191,639.50
152,940.42
11,590.46
1,892,094.15
14,922.59
12,532.16
Est. FY14
Income
22,637.00
20,705.00
29,731.00
5,753.00
1,625.00
199,515.00
927.00
962.00
24,390.00
965.00
14,962.00
1,082.00
455.00
1,896.00
1,493.00
15,075.00
4,413.00
485.00
303.00
535.00
396.00
1,164.00
1,088.00
83,017.00
769.00
1,016.00
1,000.00
665.00
1,347.00
1,647.50
1,021.00
2,147.00
22,546.00
67,480.00
28,957.00
24,315.00
1,546.00
5,043.00
879.00
1,990.00
1,812.00
631.00
413.00
532.00
563.00
1,000.00
2,352.00
2,359.00
2,142.00
3,123.00
3,123.00
1,384.00
1,008.00
4,038.00
246.00
680.00
2,939.00
409.00
1,966.00
1,070.00
281.00
855.00
123.00
3,663.00
1,056.00
2,422.00
3,677.00
9,539.00
881.00
1,260.00
563.00
2,953.00
1,271.00
8,206.00
3,804.00
2,011.00
517.00
1,116.00
464.00
597.00
2,323.00
789.00
4,636.00
814.00
2,105.00
784.00
921.00
548.00
40,000.00
2,070.00
3,684.00
393.00
393.00
719.00
7,666.00
6,118.00
464.00
75,684.00
597.00
501.00
FY13
Actual Income
22,093.00
19,304.00
28,699.00
5,494.00
1,573.00
185,972.00
897.00
931.00
23,658.00
868.00
8,414.00
1,047.00
424.00
1,828.00
1,367.00
14,552.00
4,114.00
460.00
182.00
600.00
1,103.00
1,066.00
80,733.00
745.00
983.00
630.00
1,303.00
1,598.00
850.00
2,104.00
28,087.00
1,441.00
1,885.00
1,688.00
589.00
385.00
488.00
479.00
1,734.00
2,289.00
1,995.00
3,029.00
3,029.00
1,317.00
973.00
239.00
658.00
2,850.00
387.00
1,049.00
272.00
828.00
119.00
3,415.00
965.00
2,019.00
3,601.00
853.00
1,219.00
545.00
2,864.00
1,226.00
7,959.00
3,688.00
1,512.00
470.00
1,094.00
423.00
557.00
2,228.00
666.00
3,032.00
754.00
2,041.00
674.00
891.00
446.00
1,930.00
3,556.00
527.00
7,419.00
432.00
73,410.00
578.00
459.00
FY14 - FY13
Income Change
544.00
1,401.00
1,032.00
259.00
52.00
13,543.00
30.00
31.00
732.00
97.00
6,548.00
35.00
31.00
68.00
126.00
523.00
299.00
25.00
121.00
(65.00)
396.00
61.00
22.00
2,284.00
24.00
33.00
1,000.00
35.00
44.00
50.00
171.00
43.00
22,546.00
67,480.00
870.00
24,315.00
105.00
5,043.00
879.00
105.00
124.00
42.00
28.00
44.00
84.00
1,000.00
618.00
70.00
147.00
94.00
94.00
67.00
35.00
4,038.00
7.00
22.00
89.00
22.00
1,966.00
21.00
9.00
27.00
4.00
248.00
91.00
403.00
76.00
9,539.00
28.00
41.00
18.00
89.00
45.00
247.00
116.00
499.00
47.00
22.00
41.00
40.00
95.00
123.00
1,604.00
60.00
64.00
110.00
30.00
102.00
40,000.00
140.00
128.00
393.00
393.00
192.00
247.00
6,118.00
32.00
2,274.00
19.00
42.00
70,580,067.32
2,867,931.50
2,447,982.00
419,950.00
1,639,653.99
65,586.00
62,155.00
3,431.00
25,514.65
53,673.46
563,655.94
1,687,004.04
723,913.66
607,887.33
38,654.12
126,075.25
21,978.40
49,760.39
45,305.12
15,762.98
10,326.25
13,294.08
14,075.79
25,011.32
58,797.90
58,985.80
53,547.23
78,068.26
78,068.26
34,594.24
25,188.11
100,939.24
6,162.01
16,998.30
73,464.66
10,215.88
49,144.75
26,755.61
7,028.68
21,386.79
3,074.57
91,571.46
26,396.88
60,538.37
91,920.60
238,469.97
22,031.70
31,491.04
14,087.20
73,825.23
31,764.04
205,147.46
95,089.20
50,265.24
12,935.82
27,910.38
11,590.47
14,936.25
58,077.81
19,727.66
115,892.63
20,343.35
52,612.54
19,608.62
23,025.93
13,698.82
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
47
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
CLASS
Descriptions
African American Studies End Chair (from Cullen End)
SUBTOTAL CLASS including FG5
Sp Type
10609
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
5XXX
H0089
A0001
Proj
G004545
RTP
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
3 Year
Average
Market Value
72,219,721.31
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
CLASS
Turner, Sylvester
David W. Hawes Grad Fellowship End Master of Public Admin Excel
Carlucci Public Administration Endowment
Barbara Karkabi Memorial End in Women's Gender & Sexuality Stud
Anh Lac Tran Scholarship Endowment
Shri Sita Ram Fdn End for the India Studies Program
Jo & Jim Furr Exhibition Endowment in the Blaffer Art Museum
Gonzalez, Irma Diaz & Roberto
Moreno, Rosanna & Carlos Family
August "Gus" N. Swain Memorial Endowed Fellowship
Nijad I. Fares Family Fdn Lecture Series in Modern Arab Hist
Strane, Miriam
Wyman H. Herendeen Award End for Excel in Sch Publication
Daniel Stern Endowment for Creative Writing
Adamo, Joseph
Wilson & Jeter Endowment
Gehbauer, John & Kathryn
Sharon Kopriva Endowed Scholarship
Dr. Andrew Jackson Sch End in Health & Human Performance
Health & Human Performance Undergrad Student Sch End
The Princess Chinwendu Eke Memorial End Scholarship
SUBTOTAL CLASS (RTP)
20827
49937
54592
53645
54593
53181
51701
37636
36337
49332
53175
42055
52867
52734
16673
35882
13062
51273
51049
50294
51680
6045
4028
4042
4042
4028
4042
4042
4042
4042
4028
4042
4028
4028
4042
4028
4042
4028
4028
4028
4028
4028
H0650
H0514
H0514
H0433
H0125
H0121
H0097
H0095
H0095
H0094
H0092
H0090
H0086
H0086
H0085
H0085
H0084
H0083
H0065
H0065
H0065
H9205
H8313
D8465
D8493
H8457
D8482
D8446
D2997
D9798
H8281
C8477
H9614
H8470
D8462
H1236
D9710
H1224
H8397
H8392
H8329
H8331
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
EDUC
Kagen, Norman
Capobianco, Rudolph
Judy Butler Scholarship Endowment
Phyllis & Mudge Miller Endow
Marcile Hollingsworth Science Educ.
Wiley, Mary
Croft, John
Crouch, Pauline Moss
Antje & Harry Gee Jr Endowment in the Asian American Studies Ctr
Asian Pacific American Heritage Assn Sch End
Administaff
Andrews Foundation Scholarship
Chambers, Velma
Chiappetta, Dr. Eugene
College Of Educ Alumni Endow
College of Education Alumni Assn Sch End #2
Dodds Family
Don & Jacqueline Hawkins Endowed Scholarship
Dr. Edward Taylor Scholarship Endowment
Durham, Mylie & Charles
Foerster, Cecile
George LeRoy & Myrajane Ereckson Hall
Gore-Laird & Liberman Scholarship
Harper, Mabel Jewel
Helen & Melvin Wimpelberg Memorial Sch Endowment
Hernadez, Dr. Mary Lou
Hollingsworth, Marcile Schol.
Hooker, Dr. Richard Endow
Houston,. Robert
Irene Smith Buckner Schol
John D. & Susan K. Thompson Family Sch End
Larry & Phyllis Hughes
Loleet Usener Eckel Sch Endow
Lopez, Joe Scholarship
Marshall, Faith Gladstone
Mountain, Joe & Lee Scholar.
Nancy D. Palm Sch Endowment in College of Education
Oberholtzer, EE & Myrtle
Pascoe, Kathleen
Paul R. & Nancy G. Borneman Scholarship End
Sabrina A. Marsh Endowed Undergraduate Scholarship
Strahan, Richard
Susan & Tom Williams Graduate Sch End
Susan Diane Jackson Scholarship Endowment
Wallace - Ready Family Scholarship Endowment
Warner, Dr. Allen R.
Weinstein, Joshua Scholarship
Weltzien Endowed Scholarship
Wheless, Leslie And Kim
Wilford Weber Memorial Scholarship End
Asian American Studies
Benbrook/Foerster
Dodds Family
Elizabeth Rockwell Education Chair
Faculty Growth & Dev Quasi
June Smith Early Childhood Development
Lawson, French W.
Lechenger, Barbara
Lilie Family-Early Childhood
SUBTOTAL EDUCATION
40776
40774
16890
40302
48295
40775
17525
16870
45947
50006
16701
34772
10331
14165
12160
44033
16609
44222
53265
17530
16782
41102
33326
40768
46641
42039
32837
16704
40773
16877
44480
40772
41181
30486
16702
34992
49474
10774
16784
42523
50142
14164
38908
47985
53378
16785
40769
44481
10319
43983
48291
40766
40869
48293
40771
48294
40767
40770
48292
4028
4028
4028
4028
4042
4042
4028
4028
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
4042
4042
4042
4042
H0064
H0062
H0062
H0062
H0062
H0062
H0061
H0061
H0061
H0061
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H0058
H1110
H0739
H0918
H2846
D9688
D3080
H0357
H0852
D8136
D9231
H1106
H2425
H2484
H1132
H1120
H3714
H2397
H3723
H8488
H0361
H1136
H2882
H9714
H2900
H8146
H3004
H2631
H1116
H1124
H1126
H3727
H1114
H2927
H9655
H1108
H9678
H8285
H1635
H1140
H3534
H8325
H1112
H2856
H8224
H8454
H1142
H2901
H3726
H2478
H3710
D8215
D3078
D3113
A9058
D3079
D9699
B1243
B1842
D8237
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
EDUC
EDUC
Dr. Walter Cubberly Memorial Fellowship Endowment
Friends of Chou Ung Memorial Scholarship Endowment
SUBTOTAL EDUCATION (RTP)
46631
52301
4028
4028
H0058
H0058
H8153
H8461
NA
NA
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
American Bureau of Shipping Academic Excellence End Sch
Bill D. Cook Scholar
Hall, George
Joe & Carolyn Hynes End Sch in Mechanical Engineering
Padula, Frank Scholarship
Bill D Cook Faculty Scholars Endow
David Zimmerman Memorial Faculty Fellowship Quasi End
Larry Witte Fac Award End for Junior Faculty in Mech Engineering
Manmohan & Marie Kalsi End
Agrawal, Durga & Sushila
Brij & Sunita Agrawal End Sch in Industrial Engineering
Hall, George & MyraJane Ind Engnr
PVF Roundtable Endowed Scholarship in Industrial Engineering
53958
40786
16727
50732
33008
48296
54613
52733
39665
17007
50798
36289
47787
4028
4028
4028
4028
4028
4042
4042
4042
4042
4028
4028
4028
4028
H0073
H0073
H0073
H0073
H0073
H0073
H0073
H0073
H0073
H0072
H0072
H0072
H0072
H8503
H1198
H1214
H8316
H2634
D9312
D8494
D8391
D9897
H2468
H8223
H9796
H8191
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
32,323.69
15,934.42
15,265.42
13,154.60
5,410.25
15,006.80
17,828.92
5,955.63
8,337.32
1,070.15
150,067.87
9,807.02
7,657.94
10,594.63
7,174.39
59,346.04
5,422.04
4,567.21
1,660.21
8,030.92
394,615.47
9,893.54
18,242.20
38,892.40
21,234.84
11,799.16
16,781.89
22,203.05
20,154.89
67,910.45
20,223.43
14,348.08
24,607.72
15,695.17
13,879.71
25,026.42
11,625.45
10,865.34
25,005.38
49,674.41
12,987.35
9,967.52
12,250.77
17,534.33
32,459.57
11,392.53
81,449.38
12,030.30
22,748.42
37,571.83
33,628.51
21,176.84
9,622.49
11,630.06
16,993.79
120,233.14
52,547.00
108,910.73
11,493.08
9,828.94
33,720.95
15,016.26
11,556.12
11,149.81
27,625.69
23,346.26
50,584.93
13,569.77
22,270.69
20,252.41
60,198.26
17,923.46
542,562.41
36,834.03
11,381.97
14,398.91
97,486.38
101,382.16
2,195,780.58
y
y
43,674.96
1,623.74
45,298.70
24,707.26
38,735.65
25,208.61
26,992.12
59,801.06
447,064.22
101,751.21
27,164.27
101,664.13
206,143.35
28,175.33
11,555.63
28,680.43
Est. FY14
Income
16,715.57
2,950,233.07
396.00
730.00
1,556.00
849.00
472.00
671.00
888.00
806.00
2,716.00
809.00
574.00
984.00
628.00
555.00
1,001.00
465.00
2,098.08
435.00
1,000.00
1,987.00
519.00
399.00
490.00
701.00
1,298.00
456.00
3,258.00
481.00
910.00
1,503.00
1,345.00
847.00
385.00
465.00
680.00
4,809.00
2,102.00
4,356.00
460.00
393.00
1,349.00
601.00
462.00
446.00
1,105.00
934.00
2,023.00
543.00
891.00
810.00
2,408.00
717.00
174.84
21,702.00
1,473.00
455.00
576.00
3,899.00
4,055.00
90,100.92
988.00
1,549.00
1,008.00
1,080.00
2,392.00
17,883.00
4,070.00
1,087.00
4,067.00
8,246.00
1,127.00
462.00
1,147.00
FY13
Actual Income
2,510,137.00
FY14 - FY13
Income Change
16,716.00
440,097.00
1,223.00
390.00
222.00
308.00
41.00
363.00
267.00
2,224.00
107.00
41.00
61.00
208.00
5,455.00
(1,223.00)
(390.00)
(222.00)
(308.00)
(41.00)
(363.00)
(267.00)
(2,224.00)
(107.00)
(41.00)
(61.00)
(208.00)
(5,455.00)
706.00
1,506.00
791.00
455.00
650.00
750.00
769.00
2,651.00
783.00
555.00
823.00
585.00
944.00
380.00
293.00
1,927.00
484.00
452.00
658.00
1,259.00
426.00
2,971.00
449.00
824.00
1,364.00
1,157.00
780.00
449.00
656.00
4,097.00
2,059.00
4,223.00
1,312.00
567.00
433.00
437.00
791.00
1,961.00
465.00
688.00
694.00
20,229.00
1,426.00
429.00
557.00
3,782.00
3,914.00
74,561.00
396.00
24.00
50.00
58.00
17.00
21.00
138.00
37.00
65.00
26.00
19.00
161.00
43.00
555.00
57.00
85.00
2,098.00
142.00
1,000.00
60.00
35.00
399.00
38.00
43.00
39.00
30.00
287.00
32.00
86.00
139.00
188.00
67.00
385.00
16.00
24.00
712.00
43.00
133.00
460.00
393.00
37.00
34.00
29.00
9.00
1,105.00
143.00
62.00
78.00
891.00
122.00
2,408.00
23.00
174.84
1,473.00
47.00
26.00
19.00
117.00
141.00
15,539.84
1,224.00
1,224.00
(1,224.00)
(1,224.00)
1,437.00
1,050.00
2,232.00
1,015.00
3,768.00
421.00
455.00
1,124.00
988.00
112.00
1,008.00
30.00
160.00
17,883.00
4,070.00
72.00
299.00
8,246.00
706.00
7.00
23.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
48
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
Descriptions
Brij & Sunita Agrawal Fac Fellow Industrial Engr
Barr, Betty Scholarship
Omron Fdn, Inc. Endowed Sch in Electrical Engineering
American Chapter of the Amer Concrete Inst Endowed Schol
Anderson, Pat
Charles J Tamborello Mem Sch Endow
Cobb Fendley Schol
Dennis Clifford Graduate Fellowship Quasi Endowment
Gonzalez, Jesse Schol Endow Engr
Herbert & Faye Lum Schol End
Malloy, Ambrose Fellowship
Michael W Oneill Mem Sch
Vishnu & Rohini Divecha Civil Engineering Sch Endowment
Dr. Osman Ghazzaly End Faculty Achievement Award
Hsu, Thomas Structural Res
Symons, Virgina Thompson Envir Eng
Thomas & Laura HSU Profess End
Dept of Chem & Biomolecular Engr Founders' Sch
Director's Sch Endowment in Honor of Trilochan Padhi
Frank L. Worley, Jr. Ugr Sch End
Holder, Cecil & Louise
Cullen Eng. Prof.
Dow Professorship
Henley, Ernest & Barbara Prof
Huffington-Woestemeyer End Chair in Biomolecular Engineering
Spe-Gulf Coast Section College End Professorship
American Petroleum Inst
Baker Hughes Engineering Schol.
Baldwin, R.W.
Belgacem Lies Baghdadi Memorial Scholarship
Charles W. Geelan Educational Scholarship Quasi Endowment
Chevron Scholarship Endowment
Cobb/Fendley
Cullen Eng Schol
Dewan Scholarship
Doss, R.P.
Dr. Victor A. Zaloom Scholarship Endowment
Dukler, Abraham
Engineering Schl. Quasi
Gas Processors Scholarship
Hou Chapter of Society for Maintenance & Reliability Prof End
Kirkpatrick, C. V. Engineering
Klotz Associates
Lohec, Ronald & Bertha
Margie Nell Eaves Seiver Scholarship End
McNeese, Bill & Gail
Meier, Wilber & Judy
Porter, Leonard
Power, Douglas & Jeannette
Simon Yee On Chow Endowed Scholarship
Society of Iranian American Women for Education
Thomas & Vera Stufflebeen
Todd B. Colvin Schol End
Cobb/Fendley Excellence
Dunn, John Professorship
Elizabeth Rockwell Engineering Chair
Engineering Alumni Assoc.
Gillingham, W. J.
O'Leary, Mr. & Mrs. John
William C. Miller End Chair of ENGR honor Prof Charles Kirkpatrick
SUBTOTAL ENGINEERING
Sp Type
43892
16679
46348
46937
16595
38132
16683
50448
35890
39050
12153
38153
53915
52639
40782
40784
40785
43598
51293
42227
52081
40783
17474
36227
53283
46670
16747
32918
16526
44492
50782
12092
16719
16808
16726
16676
43431
10855
16924
40780
50414
27235
16717
29006
42145
16698
13901
16633
16791
43840
43430
16716
16723
30435
31843
48297
33204
40779
40778
41918
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4042
H0072
D3919
4028
H0070
H1170
4028
H0070
H8145
4028
H0068
H8155
4028
H0068
H0972
4028
H0068
H3483
4028
H0068
H1178
4028
H0068
H8334
4028
H0068
H9778
4028
H0068
H2863
4028
H0068
H2429
4028
H0068
H2849
4028
H0068
H8498
4042
H0068
D8356
4042
H0068
B1843
4042
H0068
D9815
4042
H0068
A2207
4028
H0067
H3704
4028
H0067
H8241
4028
H0067
H3519
4028
H0067
H2497
4042
H0067
A2206
4042
H0067
A1510
4042
H0067
A9794
4042
H0067
A8486
4042
H0067
A8098
4028
H0066
H0936
4028
H0066
H9697
4028
H0066
H1705
4028
H0066
H3729
4028
H0066
H8346
4028
H0066
H1693
4028
H0066
H1196
4028
H0066
H0690
4028
H0066
H1212
4028
H0066
H1162
4028
H0066
H3700
4028
H0066
H1180
4028
H0066
H0723
4028
H0066
H2579
4028
H0066
H8327
4028
H0066
H2557
4028
H0066
H1192
4028
H0066
H2586
4028
H0066
H3007
4028
H0066
H1184
4028
H0066
H0369
4028
H0066
H1148
4028
H0066
H1156
4028
H0066
H3705
4028
H0066
H3699
4028
H0066
H1190
4028
H0066
H1206
4042
H0066
D9660
4042
H0066
A9663
4042
H0066
A9057
4042
H0066
D9711
4042
H0066
D3082
4042
H0066
D3081
4042
H0066
A2242
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
y
y
y
y
y
y
y
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
ENGR
Shoaleh Shirvani Nosrati & Asghar Nosrati End Sch
Hari & Anjali Agrawal Faculty Fellowship
Dr Wallace Lee Anderson Schol Endow in Electrical Engnr
Medh, Urvish
Structural Consulting/Monteith
Huitt-Zollars Endowed Scholarship - Engineering
Kent, Herb
McInnis, Bayliss
SUBTOTAL ENGINEERING (RTP)
49906
41741
45819
16680
16725
54585
16634
16819
4028
4042
4028
4028
4028
4028
4028
4028
H0072
H0072
H0070
H0070
H0068
H0066
H0066
H0066
H8305
D3187
H3782
H1172
H1210
H8501
H1150
H0988
NA
NA
NA
NA
NA
NA
NA
NA
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
GCSW
Ed Smith Sch End in Nonprofit Leadership Alliance
Raymond Oeland McCall Sch End
Damon Wells Foundation
Hope Center Endowment
Margaret S. O'Donnell End - GCSW
Underwood, American Humanics
David, Gerson
DeBottis
Dr. Fernando J. Zuniga Y Rivero Doctoral Fellowship
Goldman, Ruthmary
Hearst, W.R.
Magner, George
Marjorie L. & Robert R. Jenkins Scholarship Endowment
Stewart, Josephine
Gerson & Sabina David End Prof
Karen Stout Faculty End Fund
Keeper, Cele & Samuel Prof
Latting, Jean Professorship
Reibenstein, Cynthia
SUBTOTAL GRADUATE COLLEGE OF SOCIAL WORK
49654
40790
40789
40888
42452
34567
16598
13058
45076
10340
27562
27215
53193
16651
37860
40243
36073
35079
40787
4028
4028
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
H0439
H0439
H0439
H0439
H0439
H0439
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H0129
H8292
H9859
D3111
D3147
D3757
D9737
H0980
H2398
H3773
H2490
H2565
H2555
H8485
H1502
A2151
D1785
A2104
A9753
D3083
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
GCSW
GCSW
GCSW
Vicki Tidwell Palmer Fellowship Endowment
Dr. Fernando J. Zuniga Y Rivero Professorship
Gulen Endowment in Social Justice
SUBTOTAL GRADUATE COLLEGE OF SOCIAL WORK (RTP)
47378
47998
53892
4028
4042
4042
H0129
H0129
H0129
H8180
A8229
D8489
NA
NA
NA
HON
HON
HON
HON
HON
HON
Andrews, Kurth Scholarship Honors
Autrey
Becky & Truman Arnold Sch
Bessie Monroe Ebaugh Sch End in English Literature
Bettencourt, Dorothy
Bettencourt, Sara
37336
10776
16450
54553
26250
26251
4028
4028
4028
4028
4028
4028
H0078
H0078
H0078
H0078
H0078
H0078
H2824
H1697
H1576
H8500
H2520
H2521
NA
NA
NA
NA
NA
NA
3 Year
Average
Market Value
111,090.28
16,088.91
38,547.29
46,912.51
22,980.16
41,058.07
68,317.28
53,785.87
36,844.22
39,876.55
57,410.96
49,407.04
24,707.26
26,438.10
60,499.67
149,189.63
146,186.47
18,580.97
37,241.39
95,204.75
253,821.28
1,019,902.38
409,676.19
147,266.35
1,932,699.95
290,784.80
355,134.08
56,916.39
248,607.71
15,554.69
43,902.47
339,896.00
82,978.05
2,833,776.45
30,430.07
23,232.37
4,544.58
55,933.96
47,645.82
31,684.14
87,999.37
76,934.92
126,846.44
53,084.89
26,374.46
10,478.80
40,078.83
72,640.82
113,933.86
41,721.23
128,509.38
21,756.44
51,747.73
663,161.41
579,481.52
27,022.40
657,678.04
319,901.23
1,163,632.56
14,755,382.71
4,267.67
62,682.47
2,448.73
12,281.10
8,570.40
9,882.90
6,402.35
6,693.58
113,229.20
45,420.91
13,272.19
84,416.03
328,390.65
67,331.47
489,183.58
35,961.68
110,446.37
268,625.64
14,238.57
546,414.07
12,004.78
25,011.32
18,419.36
142,181.68
43,728.28
192,631.49
145,608.25
86,247.43
2,669,533.75
y
y
y
16,886.33
89,439.48
99,425.30
205,751.11
43,005.37
15,809.29
24,707.26
19,944.33
12,204.57
Est. FY14
Income
4,444.00
644.00
1,542.00
1,877.00
919.00
1,642.00
2,733.00
2,151.00
1,474.00
1,595.00
2,296.00
1,976.00
988.00
1,058.00
2,420.00
5,968.00
5,847.00
743.00
1,490.00
3,808.00
10,153.00
40,796.00
16,387.00
5,891.00
77,308.00
11,631.00
14,205.00
2,277.00
9,944.00
622.00
1,756.00
13,596.00
3,319.00
113,351.00
1,217.00
726.50
929.00
182.00
2,237.00
1,906.00
1,267.00
3,520.00
3,077.00
5,074.00
2,123.00
1,055.00
419.00
1,603.00
2,906.00
4,557.00
1,669.00
5,140.00
870.00
2,070.00
26,526.00
23,179.00
1,081.00
26,307.00
12,796.00
46,545.00
590,938.50
1,817.00
531.00
3,377.00
13,136.00
2,693.00
19,567.00
1,438.00
4,418.00
10,745.00
570.00
21,857.00
480.00
1,000.00
737.00
5,687.00
1,749.00
7,705.00
5,824.00
3,450.00
106,781.00
1,720.00
10,186.75
632.00
988.00
798.00
488.00
FY13
Actual Income
3,420.00
607.00
1,362.00
1,466.00
890.00
1,497.00
2,652.00
2,104.00
1,038.00
1,361.00
2,141.00
1,738.00
1,036.00
2,333.00
5,563.00
5,452.00
664.00
1,183.00
9,193.00
39,570.00
15,895.00
5,411.00
11,256.00
13,246.00
2,147.00
9,646.00
564.00
1,708.00
13,187.00
109,946.00
1,110.00
702.00
867.00
171.00
2,170.00
1,659.00
1,039.00
2,546.00
2,823.00
4,468.00
1,862.00
1,018.00
406.00
1,552.00
2,605.00
4,150.00
1,299.00
4,962.00
811.00
1,961.00
25,480.00
21,606.00
1,008.00
25,517.00
12,412.00
39,617.00
443,599.00
FY14 - FY13
Income Change
1,024.00
37.00
180.00
411.00
29.00
145.00
81.00
47.00
436.00
234.00
155.00
238.00
988.00
22.00
87.00
405.00
395.00
79.00
307.00
3,808.00
960.00
1,226.00
492.00
480.00
77,308.00
375.00
959.00
130.00
298.00
58.00
48.00
409.00
3,319.00
3,405.00
107.00
25.00
62.00
11.00
67.00
247.00
228.00
974.00
254.00
606.00
261.00
37.00
13.00
51.00
301.00
407.00
370.00
178.00
59.00
109.00
1,046.00
1,573.00
73.00
790.00
384.00
6,928.00
147,340.00
110.00
1,966.00
89.00
449.00
315.00
239.00
249.00
3,417.00
(110.00)
(1,966.00)
(89.00)
(449.00)
(315.00)
(239.00)
(249.00)
(3,417.00)
1,780.00
495.00
2,539.00
2,442.00
12,254.00
1,392.00
3,527.00
10,258.00
20,281.00
448.00
712.00
5,253.00
1,631.00
7,415.00
5,429.00
2,791.00
78,647.00
37.00
36.00
838.00
13,136.00
251.00
7,313.00
46.00
891.00
487.00
570.00
1,576.00
32.00
1,000.00
25.00
434.00
118.00
290.00
395.00
659.00
28,134.00
452.00
3,441.00
3,893.00
(452.00)
(3,441.00)
(3,893.00)
1,612.00
587.00
455.00
108.00
10,187.00
45.00
988.00
798.00
33.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
49
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
HON
Descriptions
Blanton, Jack
Cizik, Jane & Robert
CL Knapp/Chilton Mgmt Sch
Coastal Securities - Honors
Cooper Industries
Dr. Ted L. Estess Honors Scholarship Endowment
Dyer, Everett
El Paso Corporation Scholarship Endowment
Fred & Mabel R. Parks Fdn End
Goodman Scholarship
Hearst, William Randolph
Honors Class of 1989 Schol
Honors Student Govt Board End
Jane Blaffer Owen Schol End
JD Field & Co Inc Schol End
Jeff Dodd & Susan Ohsfeldt Sch
Lay Presidential
Luchsinger, Amy & John
McMillian/Gerstacker Schol
Michelle & Ed Noack Sch End
Monsanto End/Honor
Moya Family Scholarship Endowment in Honors
Phoenix Endowed Scholarship by Kim & Kelly Hales
Ross Lence Sch Quasi End
Smith, Wilhelmina R
Steven Hecht & Deborah Brochstein Sch End
Steven Ronald Martin Sch End
Temple-Honors Coll
Univ Community Sch End Honors
Carolyn Grant Fay
Cizik, Jane Morin Chair
Honors Fellows Program Endowment
Honors Program Quasi
Honors Study Abroad Endow
Honors Undergrad Research
Jesse H & Mary Gibbs Jones Endow
Matthew B. & Tamara Steele Faculty Award End
Nancy O'Connor Abendshein Prof
Ross M. Lence Teacher in Residency Program End
Ted L. Estess Faculty Award Endowment
Vince & Louise Foster Faculty Award Endow
SUBTOTAL HONORS
Sp Type
16460
16642
16457
40792
14152
43118
16568
16459
42520
16641
40793
16458
43914
16659
16665
41550
16451
16662
16664
40082
16656
43915
48726
40242
16643
42855
39027
16572
41218
12210
48298
42863
40791
40795
40794
48299
43913
43313
42518
43912
43916
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0078
H2419
4028
H0078
H2434
4028
H0078
H1522
4028
H0078
H1558
4028
H0078
H1548
4028
H0078
H8025
4028
H0078
H1542
4028
H0078
H1526
4028
H0078
H9994
4028
H0078
H2433
4028
H0078
H1560
4028
H0078
H1524
4028
H0078
H8040
4028
H0078
H1574
4028
H0078
H1520
4028
H0078
H3509
4028
H0078
H2438
4028
H0078
H2418
4028
H0078
H1518
4028
H0078
H2885
4028
H0078
H1566
4028
H0078
H8067
4028
H0078
H3830
4028
H0078
H3505
4028
H0078
H2435
4028
H0078
H8007
4028
H0078
H3494
4028
H0078
H1554
4028
H0078
H2929
4042
H0078
D1467
4042
H0078
A9047
4042
H0078
D3796
4042
H0078
D3084
4042
H0078
D3086
4042
H0078
D3085
4042
H0078
D9430
4042
H0078
D8055
4042
H0078
A9846
4042
H0078
D8003
4042
H0078
D8066
4042
H0078
D9990
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
y
3 Year
Average
Market Value
10,124.46
169,021.78
29,461.94
11,377.25
74,571.67
156,599.04
65,865.95
14,479.82
112,432.06
9,692.67
363,671.99
28,877.69
11,386.63
49,988.28
9,862.34
83,712.38
30,524.41
19,591.26
19,406.26
46,673.61
14,852.69
121,259.15
31,670.71
86,539.42
98,673.85
28,581.28
10,934.57
349,429.29
14,385.79
1,596,418.93
593,294.07
779,090.34
159,773.27
91,928.57
91,912.48
1,119,958.42
30,798.93
126,886.47
253,112.21
34,250.31
25,388.22
7,092,131.28
8,071.81
26,153.90
34,225.71
Est. FY14
Income
405.00
6,761.00
1,178.00
455.00
2,983.00
6,264.00
2,635.00
579.00
4,497.00
388.00
14,547.00
1,155.00
455.00
2,000.00
394.00
3,348.00
1,221.00
784.00
776.00
1,867.00
594.00
4,850.00
1,267.00
3,462.00
3,947.00
1,143.00
437.00
13,977.00
575.00
63,857.00
23,732.00
31,164.00
6,391.00
3,677.00
3,676.00
44,798.00
1,232.00
5,075.00
10,124.00
1,370.00
1,016.00
293,868.75
-
FY13
Actual Income
5,765.00
439.00
2,887.00
5,149.00
2,555.00
3,513.00
13,866.00
1,061.00
358.00
2,707.00
709.00
1,328.00
545.00
3,858.00
1,032.00
3,671.00
1,053.00
405.00
13,557.00
524.00
61,640.00
22,480.00
29,520.00
6,199.00
41,757.00
992.00
4,721.00
8,810.00
1,168.00
940.00
245,863.00
830.00
830.00
FY14 - FY13
Income Change
405.00
996.00
1,178.00
16.00
96.00
1,115.00
80.00
579.00
984.00
388.00
681.00
94.00
97.00
2,000.00
394.00
641.00
1,221.00
784.00
67.00
539.00
49.00
992.00
235.00
3,462.00
276.00
90.00
32.00
420.00
51.00
2,217.00
1,252.00
1,644.00
192.00
3,677.00
3,676.00
3,041.00
240.00
354.00
1,314.00
202.00
76.00
48,006.00
HON
HON
Bhattacharya Family Sch End
Olga & Gerardo Balboa Scholarship Endowment
SUBTOTAL HONORS (RTP)
41219
44412
4028
4028
H0078
H0078
H2930
H3725
NA
NA
(830.00)
(830.00)
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
HRM
Les Dames Escoffier
Assoc. Bldg, Services/Parker
Bombaywala, Ghulam
Brinker International
Brotherhood of the Knights of the Vine Sch Endowment
Carlson Nelson Scholarship
Davis, Edward C.
Fischer, Jo
Fitsimmons, Charles
Food & Beverage Mgrs
Four Seasons Hotel
Garbett, Rosemary
Glazer's Endowment
Gourmet Night
Hardy , Scott
Houston Restaurant Assoc.
HRM Dean's Scholarship
HRM Houston Livestock
Int'L Assoc Hosp. Acct
Lattin, Gerald
Lonnie Simmons Sch Quasi End
Look, Mary
Massad Family Scholarship
McNeill, Charles
Nat Hart
Natl Assoc Of Catering
Par Excellence Scholarship
Prichard, C Victor
Ray A. Kroc Schol Endow
Rolston, Leonard
Simmons, Lonnie Scholarship
Sutherland, J.P.
Texas Hotel & Lodging Association Scholarship Endowment
Tomac, Peter J. for HRM
Waskey, Ted
Wyatt, Earle
Wyllys K & Becky Bliss Schol Endowment
Fred Parks Wine Cellar
Greater Houston Hotel
Greenaway, Donald
HFTP, Raymond Ellis
Hospitality Industry Diversity Inst.
HRM Global Recog. Quasi
Look, Garret Dawson "Sonny"
Mason, Lynn & Marcel HRM
Meat Science
Tony Vallone End
Bristol Hotel
Dobson, Harmon
Forehand, Larry
Pappas Restaurant
Pappas, Gregory James
Rappole - Sheridan
Wilson, Herbert O.
SUBTOTAL HRM
16584
16513
16588
35109
50128
28122
16988
16585
16582
16475
14155
16524
16580
16488
16855
11997
16628
35111
35110
16586
28945
16523
34596
14169
16487
10764
16861
16820
35112
13167
28945
35113
16583
16841
16587
16984
16512
35118
40799
40797
33788
40798
35117
34415
35966
35119
40800
16502
10862
16589
16501
16500
16590
16474
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0081
H0080
H0080
H0080
H0080
H0080
H0080
H0080
H1340
H1727
H1350
H1376
H8324
H9620
H0460
H1344
H2431
H1360
H1378
H1701
H1336
H1370
H0544
H1342
H0802
H1362
H1372
H1346
H2585
H1699
H9742
H0990
H1368
H1380
H0836
H0992
H1338
H0888
H2585
H0896
H2432
H0508
H1348
H0576
H1725
D2818
D3088
D3087
D9726
D1239
D2817
D9733
D9783
A2097
D3089
H1388
H1354
H1352
H1386
H1384
H1356
H1358
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
33,183.09
20,540.31
94,543.90
35,476.35
248,709.55
56,720.43
7,428.00
24,497.35
174,811.64
205,731.91
95,491.49
20,313.97
12,914.79
26,236.06
200,333.32
134,789.46
146,345.23
56,114.73
16,954.89
15,644.46
150,662.86
33,072.03
3,659.23
29,763.19
34,559.37
31,968.66
16,334.17
22,476.40
39,466.01
23,587.97
24,550.44
125,034.48
16,503.13
17,856.36
30,660.97
384,005.80
169,194.13
174,491.86
55,278.11
58,370.20
50,889.69
40,214.08
26,270.96
44,978.18
10,955.06
96,255.83
22,512.69
30,249.08
124,755.55
68,384.09
68,384.09
120,598.62
41,893.03
3,814,617.25
1,327.00
822.00
3,782.00
1,419.00
9,948.00
2,269.00
297.00
980.00
6,992.00
8,229.00
3,820.00
813.00
517.00
1,049.00
8,013.00
5,392.00
5,854.00
2,245.00
678.00
626.00
6,027.00
1,323.00
146.00
1,191.00
1,382.00
1,279.00
653.00
899.00
1,579.00
944.00
982.00
5,001.00
660.00
714.00
1,226.00
15,360.00
6,768.00
6,980.00
2,211.00
2,335.00
2,036.00
1,609.00
1,051.00
1,799.00
438.00
3,850.00
901.00
1,210.00
4,990.00
2,735.00
2,735.00
4,824.00
1,676.00
152,586.00
1,268.00
795.00
3,645.00
1,045.00
9,190.00
2,201.00
288.00
6,104.00
7,318.00
3,705.00
754.00
500.00
1,000.00
7,393.00
5,208.00
5,545.00
2,092.00
656.00
583.00
5,847.00
1,022.00
142.00
1,128.00
1,334.00
1,240.00
623.00
852.00
1,524.00
888.00
950.00
4,828.00
629.00
690.00
1,187.00
13,858.00
6,492.00
5,909.00
2,145.00
2,176.00
1,932.00
1,499.00
962.00
1,377.00
424.00
3,589.00
839.00
1,168.00
4,830.00
2,640.00
2,640.00
3,552.00
1,615.00
139,821.00
59.00
27.00
137.00
374.00
758.00
68.00
9.00
980.00
888.00
911.00
115.00
59.00
17.00
49.00
620.00
184.00
309.00
153.00
22.00
43.00
180.00
301.00
4.00
63.00
48.00
39.00
30.00
47.00
55.00
56.00
32.00
173.00
31.00
24.00
39.00
1,502.00
276.00
1,071.00
66.00
159.00
104.00
110.00
89.00
422.00
14.00
261.00
62.00
42.00
160.00
95.00
95.00
1,272.00
61.00
12,765.00
LAW
William Bates Chair
41355
4042
H0493
A2215
NA
606,664.39
24,267.00
23,145.00
1,122.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
50
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
LAW
LAW
LAW
LAW
LAW
LAW
LAW
LAW
LAW
LAW
Descriptions
Bacon, Judge Mary
Crowther, James
Fultz, Mr & Mrs Larry Quasi
Garwood, W. St. John
Prudential
Smith, Judge Shern
Stevens, Barksdale
Frankel Quasi
Judge Ruby Kless Sondock Lectureship
Blakely, Newell Professorship
SUBTOTAL LAW
Sp Type
40170
40171
40172
40175
40169
40173
40174
41356
48310
40129
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0485
H1390
4028
H0485
H1392
4028
H0485
H1661
4028
H0485
H1689
4028
H0485
H1012
4028
H0485
H1677
4028
H0485
H1641
4042
H0484
D3100
4042
H0481
C9023
4042
H0476
A1696
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
LAW
Weaver-Lang Presidential Endowed Fellowship in Law
SUBTOTAL LAW (FTP)
52620
4028
H0485
H8212
NA
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
LIB
Albright, Frell
Ambassador Kenneth Franzheim II End
Anne & Edgar Lackner Quasi Endow to support MD Anderson Lib
Barnett, Marguerite Quasi
Barnstone, Howard
Carey C. Shuart Women's Archive & Research Collection End
Charles W. Rooks Endowment
Clarence & Dorothy Patterson Quasi
Conoco Phillips Library Fund
Donald & Jane McClelland Library Endowment
Douthitt, Helen Library
Dr. Angela Howard Library Endowment
Dr. Robert H. Lehner, Sr. Endowment
Drs. Donald B. & Ana D. Cleveland Library Endowment
El-Farouq Foundation
Elizabeth D. Rockwell Chair
Elizabeth D. Rockwell Pavilion Maintenance Endowment
Elizabeth Rockwell Special Collections
Evans, Emily Scott Professorship
Franzheim, Kenneth
Franzheim, Melita
Friends of the Library
Gee, Wallace
Green Book Fund
H. David Kaplan Endowment
Hagen, John L.
HARLIC Endow MD Anderson Lib
Hill, Laurita & John
Jack E Wilson Endowment
John D. & Susan K. Thompson Family Endowment
John P. McGovern Fdn Library Materials End
Johnson Book Fund
Kathleen O. Macnerney Library Acquisition End
Kochi, Jay & Marion Library
Lomonte, Leora Cooper
Lynn & Marcel Mason Endowment
M.D. Anderson Library Acorn Growth Fund End
Maud & Timothy Maurin
McBride, Rosemary Summers
McElhinney, Charles
McGovern Award For Library Staff
Miles, Edwin Library
Moores Library Quasi
Paula A Kelleher Endowment
Phillips, Anne Reynolds
Rockwell, Eliz. Library
Ruth, Donna A Library Excellence
Science & Technical Journal
Shiffick, Bill & Peggy End Book Fund
University Libraries
Virginia Collier Mem Endow
W. John & Billie Schneider End honor of Grand/Great Grandchildren
Walker, William & Mimi Book Fund
Wanda May Butcher Library Endowment
SUBTOTAL LIBRARY
17055
40824
45888
16996
10802
50374
52447
17175
12208
47126
16963
52448
52445
52446
40376
48311
50373
40368
48312
27821
40371
14035
17050
17053
41331
40374
45883
16962
46027
53379
42416
10800
43548
30760
40372
53381
42417
17177
26827
10703
10336
40375
17060
38225
16960
27550
36945
10778
17176
17056
17057
50760
17262
47817
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
H0143
D1421
A2216
D8132
D1445
D1425
D8290
D8347
D1453
D1447
D8168
D1497
D8427
D8444
D8303
D1405
A9061
G8248
D3058
A9630
D9612
D3059
D1493
D1407
D1413
D3163
D3061
D8131
D1495
D9855
D8471
D3213
D1395
D3825
D9662
D3060
D8478
D3214
D1457
D1737
D1499
D1653
D2700
D1433
D3587
D1491
D3561
D9820
D1489
D1455
D1423
D1427
D8291
D1393
D4101
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
LIB
Randryia L. Houston & Hannah L. McConn Endowment
SUBTOTAL LIBRARY (RTP)
53380
4042
H0143
D8475
NA
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
Cullen (Phy)
Benner, Charles
Elizabeth P. & Harold R. Williams Fdn End for teachHouston
Greater Texas Fdn End Sch for TeachHouston
Grover, Blanche
Michael Friedberg Endowed Fellowship
Teach Houston Challenge Fund Endowment
Cullen (Math)
Fondren Foundation Endowment for TeachHouston
Neal Amundson Dist Lecture Series Endow
NMSI UTeach Endowment
The Kitty King Powell Endowment for TeachHouston
Dodds Family
Leslie & Alan Ma Wong Scholarship End
Milton Dobrin Quasi Endow
UH GAA
Earth & Atmospheric Sci Field Camp Experimental Learning End
Margaret & Robert Sheriff Seismology Chair
Jay K. Kochi Grad Fellowship in Chemistry Endowment
Lomonte, John N Scholarship
Cullen (Chem)
NSM-Chemistry Quasi
Houston Livestock
Huggins, Sara
Cominsky, Catherine
McCammon Molecular Design
Cheung, Edson
Gordon, H & B.Davis
Hall, George & Myrajane Schol.
Henry W. Graham End Sch
40849
16773
52494
43379
40848
47433
43583
40847
52456
48316
53329
47702
42588
43874
40845
40846
51233
48315
45451
40240
40274
40273
16623
16624
40844
40850
10334
40839
36716
39876
4042
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
4028
4028
4028
4028
4042
4042
4028
4028
4042
4042
4028
4028
4042
4042
4028
4028
4028
4028
H0112
H0110
H0110
H0110
H0110
H0110
H0110
H0110
H0110
H0110
H0110
H0110
H0109
H0109
H0109
H0109
H0109
H0109
H0107
H0107
H0107
H0107
H0104
H0104
H0104
H0103
H0102
H0102
H0102
H0102
D3107
H0788
H8228
H2922
H0984
H8173
H8047
D3106
D8181
C9983
D8483
D8188
H2616
H8030
H0458
H0908
D8267
A9050
H8085
H3503
D3707
D3706
H1394
H1398
D3105
D3108
H2486
H1412
H9725
H2875
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
3 Year
Average
Market Value
72,047.01
141,755.39
61,511.98
129,001.61
18,007.62
9,308.62
72,930.66
179,347.44
215,243.13
1,505,817.85
22,375.88
22,375.88
11,467.48
548,516.32
17,236.99
50,393.55
16,759.98
251,934.77
11,002.77
38,925.90
180,590.36
25,008.35
18,240.20
10,729.12
10,630.25
16,345.42
56,946.37
511,330.06
210,718.88
133,773.21
574,282.90
311,488.60
26,626.85
33,154.43
28,770.39
197,586.31
9,397.80
9,142.00
11,801.29
19,254.73
29,745.31
20,283.26
84,017.09
35,929.63
1,093,082.55
57,201.72
105,131.43
10,004.52
122,366.66
3,362.68
37,167.56
36,291.89
58,054.40
29,128.61
1,688,581.02
47,049.85
11,519.84
87,391.95
27,450.02
94,411.30
89,663.99
13,359.88
23,847.60
10,618.24
49,597.47
54,689.43
7,262,003.18
y
1,001.46
1,001.46
163,057.14
150,187.08
219,599.53
159,595.93
134,631.49
57,230.81
100,165.20
163,759.90
190,701.54
54,941.23
1,000,452.23
832,669.15
24,461.32
49,857.56
67,370.59
38,043.99
397,386.59
251,283.69
95,147.84
163,057.14
101,582.56
315,635.84
22,999.27
41,843.87
62,720.00
30,919.04
161,148.25
12,580.57
9,929.62
Est. FY14
Income
2,882.00
5,670.00
2,460.00
5,160.00
1,647.50
720.00
372.00
2,917.00
7,174.00
8,610.00
61,879.50
459.00
21,941.00
689.00
2,016.00
670.00
10,077.00
440.00
1,557.00
7,224.00
1,000.00
730.00
429.00
425.00
654.00
2,278.00
20,453.00
8,429.00
5,351.00
22,971.00
12,460.00
1,065.00
1,326.00
1,151.00
7,903.00
376.00
366.00
472.00
770.00
1,190.00
811.00
3,361.00
1,437.00
43,723.00
2,288.00
4,205.00
400.00
4,895.00
135.00
1,487.00
1,452.00
2,322.00
1,165.00
67,543.00
1,882.00
461.00
3,496.00
1,098.00
3,776.00
3,587.00
534.00
954.00
425.00
1,984.00
2,188.00
290,481.00
6,522.00
6,007.00
8,784.00
6,384.00
5,385.00
2,289.00
4,007.00
6,550.00
7,628.00
2,198.00
40,018.00
33,307.00
2,098.08
978.00
1,994.00
2,695.00
1,522.00
15,895.00
10,051.00
3,806.00
6,522.00
4,063.00
12,625.00
920.00
1,674.00
2,509.00
1,237.00
6,446.00
503.00
397.00
FY13
Actual Income
2,778.00
5,466.00
2,387.00
5,005.00
1,598.00
697.00
360.00
2,830.00
6,958.00
8,351.00
59,575.00
651.00
651.00
437.00
19,798.00
673.00
1,955.00
639.00
9,066.00
428.00
1,507.00
7,007.00
710.00
706.00
420.00
417.00
442.00
2,158.00
19,069.00
8,255.00
4,989.00
21,413.00
11,016.00
1,239.00
1,097.00
7,666.00
268.00
347.00
461.00
745.00
1,015.00
3,031.00
1,391.00
38,991.00
2,081.00
3,704.00
3,811.00
130.00
1,327.00
1,405.00
2,169.00
1,047.00
65,514.00
1,698.00
446.00
3,374.00
1,024.00
3,663.00
3,399.00
517.00
879.00
416.00
1,907.00
1,799.00
267,666.00
FY14 - FY13
Income Change
104.00
204.00
73.00
155.00
50.00
23.00
12.00
87.00
216.00
259.00
2,305.00
(651.00)
(651.00)
22.00
2,143.00
16.00
61.00
31.00
1,011.00
12.00
50.00
217.00
290.00
24.00
9.00
8.00
212.00
120.00
1,384.00
174.00
362.00
1,558.00
1,444.00
1,065.00
87.00
54.00
237.00
108.00
19.00
11.00
25.00
175.00
811.00
330.00
46.00
4,732.00
207.00
501.00
400.00
1,084.00
5.00
160.00
47.00
153.00
118.00
2,029.00
184.00
15.00
122.00
74.00
113.00
188.00
17.00
75.00
9.00
77.00
389.00
22,815.00
6,326.00
5,725.00
6,414.00
5,839.00
5,145.00
2,264.00
3,516.00
6,354.00
6,911.00
32,460.00
679.00
1,934.00
2,614.00
1,487.00
15,418.00
7,372.00
3,548.00
6,326.00
3,941.00
12,037.00
890.00
1,620.00
2,433.00
1,153.00
6,252.00
467.00
-
196.00
282.00
2,370.00
545.00
240.00
25.00
491.00
196.00
717.00
2,198.00
40,018.00
847.00
2,098.00
299.00
60.00
81.00
35.00
477.00
2,679.00
258.00
196.00
122.00
588.00
30.00
54.00
76.00
84.00
194.00
36.00
397.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
51
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
NSM
Descriptions
Irwin, Melinda
Joseph Schatz Scholarship End
L. Green & B. Schachtel-Green
Natural Sciences Quasi
NSM Alumni
Perkin Elmer Corp.
Rodd, Frank R.
Tansey Family Scholarship
Battle, Jack & Peggy
College of NSM Growth Fund End
Jack & Betty Cannata Endow
Margaret S. Sheriff Geophysics Term End
Phieffer, Eckhard Chair Quasi
Robert E. Sheriff Sequence Stratigraphy Term End
SUBTOTAL NATURAL SCIENCES & MATHMATICS
Sp Type
40841
43155
41042
16968
16707
16708
40842
36689
40843
43568
17340
44069
40840
44070
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0102
H2539
4028
H0102
H8029
4028
H0102
H2920
4028
H0102
H0727
4028
H0102
H1406
4028
H0102
H1410
4028
H0102
H2591
4028
H0102
H9758
4042
H0102
D9744
4042
H0102
D8049
4042
H0102
D1323
4042
H0102
A8073
4042
H0102
A2217
4042
H0102
A8074
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NSM
Welch Foundation Chair - Grant E0024
SUBTOTAL NSM including FG5
53306
5XXX
H0107
B0001
C107037
NSM
NSM
NSM
Robert & Margaret Sheriff End/Geophysics
Shanfield, Henry
Gregory Bounds & Bich-May Nguyen Undergrad Biology Sch End
SUBTOTAL NATURAL SCIENCES & MATHMATICS (RTP)
41079
40241
52621
4042
4028
4028
H0109
H0107
H0104
D3156
H3504
H8343
NA
NA
NA
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
OPT
Adler-Grinberg
Coburn, O.W. Quasi
Dr Clinton & Dorothy DeWolfe Schol Endow
Elena Estefan Fellowship End in the College of Optometry
Goodrich, Ann Schol Endow
Jankiewicz, Harry
Kuhlman, William Optometry
Marco, Seymour
Mark Lanier Presidential Endowed Fellowship
Mikela D. Kwan Scholarship Endowment
Ronald S. Harwerth, OD, Ph.D. Scholarship Quasi Endowment
Shulman, Lanny & Molly Scholarship
Smith-Wensveen Fellowship Endowment
Thacker, Steve & Susan Schol Quasi
The Manny Family Fellowship Endow in Opt
TSO Scholarship Endow
UH Coll of Optometry Sch Endow
White, William E.
William R. Elizondo, OD Scholarship Endowment
Zipper, Robert
Armistead, Cora
Borish Chair
Briggs, Charles R.
Delta Gamma Richard Shirk Family
Golden-Golden Professor - Opt
Greeman Petty Professorship
Kevin McDaid-Vision Source Prof
Lovitt Quasi Endow
Murphy, Mary Quasi
Optometry Excellence Quasi Endowment
Pediatric Optometry Quasi
Stewart, Dr. Charles
SUBTOTAL OPTOMETRY
16635
16389
16838
46454
40854
14144
16380
13061
49918
43464
48543
40202
45537
40201
46426
16713
40200
14028
53891
46046
40853
17237
48317
40205
40857
17239
40856
48318
17235
50248
35094
40855
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
4042
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0113
H0812
H1667
H0502
H8144
H2907
H1659
H1649
H1420
H8312
H3702
H8257
H2530
H2655
H9804
H8141
H1422
H3486
H0761
H8505
H2906
D3109
A1768
D8206
D9806
A9790
A1774
A9789
D9106
B1340
D8326
D9734
A9788
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
OPT
Golden Brothers Presidential Endowed Fellowship
SUBTOTAL OPTOMETRY (RTP)
40199
4028
H0113
H3487
NA
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
Alam, Dr. Maktoob
Alton & Sandra Kanak Endowed Scholarship
Ameena Colombowala Mem
Andrea L Smesny Schol Endow
Andries Lott Schol Endow
Bove, Frank
Brookshire Brothers Pharmacy Endowed Scholarship
Brown, Robert Scholarship
Bruce & Ann Biundo End Sch
Buckley, Joseph P.
Chiu Moon Chan Memorial Scholarship Endowment
Coll of Pharmacy Dean's Advisory Council
CVS Caremark Scholarship Endowment
Dean Joseph P. Buckley End
Deans Pharmacy Sch
Den B. Chin & May K. Chin End
DeVido, Rosemary & David
Doyle
Dr. Diana Chow Grad Fellowship End in Pharmaceutics
Elena, Veronica, and Johnny Guerra Sch End
Ferguson, Noel
Fitzsimmons, Dana S.
Gary K. and Linda B. Rice Sch End
Goel Academic Achievement
Gupta Academic Award End
Handal, Suzanne May Scholar.
Henry & Charlene McClain Endowed Scholarship
Houston Area Pharmacist Association End Sch
James & Elena Hesbrook End Sch
James & Theresa Fischer Sch Endowment
John & Paula Lovoi
John P. & May Gee Sch End
Johnnie Fadal Endowed Scholarship
Kai-King Chow & Cheng-Yok Chow End Sch
Kelsey-Seybold Scholarship Endowment
Kenneth & Patty Korthauer Endowed Scholarship
Kenton Lloyd Smith Pharmacy Ethics
Kmart Endow
Kroger Pharmacy Endow Sc
Lehrman/Kolbe Quasi
Leland F. Zatopek Memorial Sch End
Lena & Marc Malacoff Sch End
Lynn & Bill Simpson Sch End
10338
44680
16493
42756
39492
29249
42706
29251
42758
16480
52182
42344
16495
40191
16482
40194
10337
13060
48159
42869
40859
27122
41996
27126
16491
37594
42708
42707
39313
44681
16484
40192
43117
42757
40552
44678
40297
16489
16494
16481
40195
40196
39493
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H2489
H8046
H1458
H9940
H9848
H2590
H9992
H2589
H9947
H1432
H8456
H9984
H1464
H9913
H1442
H9899
H2488
H1430
H8169
H8013
H0858
H2550
H9937
H2552
H1454
H2829
H9989
H9958
H9881
H8071
H1446
H9907
H8026
H8006
H9922
H8034
H9919
H1448
H1460
H1440
H9896
H9893
H9844
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
y
y
3 Year
Average
Market Value
36,625.30
10,932.70
17,479.49
103,792.70
75,599.94
16,959.12
48,576.05
107,114.22
45,062.54
31,126.08
135,772.92
188,076.65
883,936.93
188,076.65
6,962,090.26
Est. FY14
Income
1,465.00
437.00
699.00
4,152.00
3,024.00
678.00
1,943.00
4,285.00
1,803.00
1,245.00
5,431.00
7,523.00
35,357.00
7,523.00
280,579.08
FY13
Actual Income
1,359.00
408.00
572.00
4,027.00
2,866.00
657.00
1,351.00
3,729.00
1,680.00
1,103.00
5,256.00
6,378.00
33,584.00
6,378.00
218,473.00
FY14 - FY13
Income Change
106.00
29.00
127.00
125.00
158.00
21.00
592.00
556.00
123.00
142.00
175.00
1,145.00
1,773.00
1,145.00
62,106.00
4,105,608.67
11,067,698.93
164,224.00
444,803.08
156,569.00
375,042.00
7,655.00
69,761.00
216,186.21
2,482.08
4,954.40
223,622.69
55,870.63
118,098.53
66,303.62
56,192.07
21,457.69
41,276.89
34,567.77
74,058.17
52,540.88
32,954.88
31,548.64
33,502.98
56,373.08
57,590.01
99,841.80
52,612.51
68,272.23
86,731.40
30,908.77
26,719.85
69,098.80
831,122.47
51,836.29
126,032.35
127,473.64
745,586.03
142,481.68
86,009.93
94,725.05
259,902.21
102,137.92
151,974.50
3,885,803.27
y
43,960.13
43,960.13
11,256.71
12,899.84
10,732.63
13,415.06
13,989.26
11,251.86
20,312.62
14,008.32
12,252.35
37,392.29
33,543.52
54,384.95
22,548.36
11,142.54
41,376.43
20,308.12
116,323.38
33,484.16
112,298.78
13,965.96
29,389.16
21,282.90
14,152.51
10,428.64
20,462.85
11,740.55
11,447.22
10,619.09
11,240.81
55,627.52
41,491.08
66,237.68
13,316.65
9,828.94
9,921.95
12,577.36
11,370.79
28,418.45
26,021.13
22,177.99
11,186.88
27,456.95
10,529.35
2,235.00
4,724.00
2,652.00
2,248.00
858.00
1,651.00
1,383.00
2,962.00
2,102.00
1,318.00
1,262.00
1,340.00
2,255.00
2,304.00
3,994.00
2,105.00
2,731.00
3,469.00
1,236.00
1,069.00
2,764.00
33,245.00
2,073.00
5,041.00
5,099.00
29,823.00
5,699.00
3,440.00
3,789.00
10,396.00
4,086.00
6,079.00
155,432.00
516.00
429.00
537.00
560.00
450.00
813.00
560.00
490.00
1,496.00
1,342.00
2,175.00
902.00
446.00
1,655.00
812.00
4,653.00
1,339.00
4,492.00
559.00
1,176.00
851.00
566.00
417.00
819.00
470.00
458.00
425.00
450.00
2,225.00
1,660.00
2,650.00
533.00
393.00
397.00
503.00
455.00
1,137.00
1,041.00
887.00
447.00
1,098.00
421.00
6,970.00
93.00
102.00
7,165.00
1,997.00
4,425.00
2,440.00
2,182.00
800.00
1,526.00
1,282.00
2,808.00
2,059.00
1,161.00
1,236.00
1,250.00
1,710.00
1,969.00
3,010.00
1,843.00
2,627.00
3,283.00
989.00
2,612.00
30,939.00
1,966.00
4,775.00
28,431.00
5,342.00
3,337.00
3,496.00
8,073.00
3,808.00
5,612.00
136,988.00
(6,970.00)
(93.00)
(102.00)
(7,165.00)
238.00
299.00
212.00
66.00
58.00
125.00
101.00
154.00
43.00
157.00
26.00
90.00
545.00
335.00
984.00
262.00
104.00
186.00
1,236.00
80.00
152.00
2,306.00
107.00
5,041.00
324.00
1,392.00
357.00
103.00
293.00
2,323.00
278.00
467.00
18,444.00
1,440.00
1,440.00
(1,440.00)
(1,440.00)
460.00
486.00
521.00
428.00
746.00
529.00
450.00
1,445.00
1,874.00
841.00
1,544.00
755.00
3,371.00
1,296.00
3,133.00
477.00
1,138.00
773.00
460.00
389.00
767.00
445.00
412.00
415.00
1,671.00
1,450.00
1,878.00
461.00
453.00
1,077.00
970.00
827.00
419.00
1,000.00
392.00
56.00
429.00
51.00
39.00
22.00
67.00
31.00
40.00
51.00
1,342.00
301.00
61.00
446.00
111.00
57.00
1,282.00
43.00
1,359.00
82.00
38.00
78.00
106.00
28.00
52.00
25.00
46.00
425.00
35.00
554.00
210.00
772.00
72.00
393.00
397.00
50.00
455.00
60.00
71.00
60.00
28.00
98.00
29.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
52
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
Descriptions
Mading, Cora & Webb Scholarship
Mark Shadle Scholarship Endowment
Mom's Pharmacy Schol Endow
Mortar & Pedal Ride Scholarship Endowment
Ohia-Edet Memorial Endow
O'Neill, Michael & Donna
Patel, Nilkanth & Yamini
Pharmacy Golf Tourn. Scholarship
Pieratt, Harold & Doris
Prithvipal & Manmeet Likhari "Inspiring Excellence"
Randall's Endowment Schol
Robert L. Boblitt
Roy Weise Jr Schol
Saenz/Cantu Scholarship Endowment
Scholz Family Endowment
Shara L. Zatopek Endowed Scholarship
Suzanne Woo Honorary Sch Endow
Tarrant County Pharmacy Assoc.
Texas Pharmacy Foundation Sch End
The Red White & Blue Schol End
UH College of Pharmacy Dean's Executive Council
W. Benjamin Fry Rio Grande Valley Endowed Sch
Walmart Health & Wellness Presidential Endowed Fellowship
Wayne & Dolores Gentsch
Webb, Sandra Pharmacy Quasi
Webber , George & Cecilia
Werthemeir, Henry Scholarship
Williams, Louis Awards
Lau Family Pharmacological & Pharmaceutical Sciences End
Leadership Passport
Pharmacy
The Lau & Lau UHCop Growth Fund End
SUBTOTAL PHARMACY
Sp Type
16490
40193
39494
41997
42755
27114
40197
40860
14153
44679
16492
11998
16483
41242
40550
44682
41744
27124
42868
39491
43676
42754
49134
14154
10036
16479
37595
40861
44031
17275
40858
44683
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0116
H1452
4028
H0116
H9904
4028
H0116
H9828
4028
H0116
H9972
4028
H0116
H9946
4028
H0116
H2549
4028
H0116
H9749
4028
H0116
H0904
4028
H0116
H1438
4028
H0116
H8035
4028
H0116
H1456
4028
H0116
H1436
4028
H0116
H1444
4028
H0116
H9936
4028
H0116
H2892
4028
H0116
H8031
4028
H0116
H9949
4028
H0116
H2551
4028
H0116
H8010
4028
H0116
H9849
4028
H0116
H8032
4028
H0116
H8002
4028
H0116
H8255
4028
H0116
H1450
4028
H0116
H2487
4028
H0116
H1428
4028
H0116
H2830
4028
H0116
H2908
4042
H0116
D8075
4042
H0116
E0420
4042
H0116
D3110
4042
H0116
D8069
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
y
y
y
y
y
y
y
3 Year
Average
Market Value
84,661.28
10,013.22
11,403.26
10,614.22
9,969.97
12,234.77
11,079.48
117,968.65
13,658.20
33,413.84
27,877.67
11,616.08
12,472.32
9,653.63
10,084.37
11,313.20
11,162.16
25,315.41
17,295.18
10,380.58
13,215.24
12,275.03
43,284.89
33,821.20
10,415.40
48,261.68
14,988.15
20,278.75
54,697.36
31,816.69
152,658.61
42,059.50
2,043,773.58
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
PHARM
Advanced Pharma Inc. Presidential Endowed Fellowship
Alkadhi/Bragdon Graduate Fellowship Endowment
Carrie Sacky, Stacie Dacus, Michelle Roberts & Sara Sacky PEF
Corisman Excellence Presidential Endowed Fellowship
Friends of Paul J. Rice Memorial Scholarship End
Gita Wasan Patel Memorial Scholarship Endowment
Micheline & Bourjois Abboud Grad Fellowship in Pharmaceutics
Wayne Mae Stephenson Memorial Scholarship Endowment
SUBTOTAL PHARMACY (RTP)
47751
49133
48331
44663
42870
53355
47770
47674
4028
4028
4028
4028
4028
4028
4028
4028
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H0116
H8170
H8209
H8250
H8095
H8008
H8458
H8171
H8187
NA
NA
NA
NA
NA
NA
NA
NA
12,529.35
13,581.51
5,949.89
19,146.07
12,968.74
25,432.76
12,529.35
12,116.75
114,254.42
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
TECH
Hamilton Future Studies
Merchandising Star Award Endow
Engineering Tech Excel Fund
John Ashford Memorial Fund Endowment
Mechanical Engineering Tech Excellence Fund End
Nat'l Assn of Purchasing Mgmt- Bay Area, Inc. End
Akin, Ted Scholarship
Anthis-Callicutt Gore
Anthis-Callicutt Gore Quasi
Assn of Well Head Equip Manufacturing Sch End
Castaneda, Cris Scholarship
Construction Management Excellence Scholarship Endowment
Curry, Herbert & Dorothy
Doss, R.P.
Forkner, William
Gulf Coast Surveyor
Lofstrom, James
Marine Technology Society - Houston Section Endowed Sch
Nicholson, Charles
Paul G. Smith, Jr. Sch End
Verghese Fellowship Endowment
Emerging Technology Growth Fund Endowment
Logistics Tech Fund Endow
PMI Houston Endowed College Professorship End in Proj Mgmt
Verghese Excel Endow-Tech
SUBTOTAL TECHNOLOGY
37621
40867
40866
44557
43669
40865
29359
16370
16661
44558
10236
50733
16700
16654
16653
14060
16818
54691
17029
39672
31723
43775
40864
50736
40189
4028
4042
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4042
4042
4042
4042
H0140
H0140
H0139
H0139
H0139
H0137
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H0136
H2831
D3683
D3656
D3974
D3837
D3112
H2593
H1627
H1512
H3730
H2491
H8230
H1186
H1508
H1506
H0844
H0986
H8492
H0584
H9898
H2624
D3915
D9776
A8240
D3051
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
TECH
TECH
TECH
TECH
John W. Dalton, Sr. Process & Industrial Construction Mgmt Excel
Logistical Advantage Scholarship Endowment
Vaughn Construction Scholarship Endowment
Skanska USA End Sch in Construction Management
SUBTOTAL TECHNOLOGY (RTP)
54693
50735
54692
50734
4028
4028
4028
4028
H0136
H0136
H0136
H0136
H8506
H8311
H8496
H8307
NA
NA
NA
NA
Univ Adv
UH Tier One Scholarship Quasi Endowment
SUBTOTAL ADVANCEMENT
46934
4028
H0026
H8097
NA
4,137,306.00
4,137,306.00
President
President
President
President
President
UH Quasi
Academic Priorities Endowment
Farfel, Esther Faculty Awards
Smith, Arthur K.
Theresa M. Monaco Chair for the Provost
SUBTOTAL PRESIDENT
18264
48114
17063
52651
42810
2076
2076
4042
4042
4042
H0001
H0001
H0001
H0001
H0001
F0757
F8166
D1463
D3103
A8009
NA
NA
NA
NA
NA
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Ashcroft, Carolyn Athletics
Athletics Scholarships
Howard Greenwood Ath Football Schol Endow
Guy Lewis Ath Quasi Basketball Sch Endow
Engel, Mel Athletics
Jack Cannata Jr Ath Schol Endow
Gretta Stalsby Basketball End Schol
Tilman Fertitta Schol Endow
Athletics Scholarship Quasi Endowment
Football Scholarship Quasi Endow
Basketball Scholarship Quasi Endow
Greenwood Women's Golf Schol Endow
Men's Athletics Scholarship Endow
Women's Athletics Scholarship Endow
Tom Wilson Scholarship Endow
Marilyn Hensley Athletic Schol Endow
Andre Ware Scholarship Endow
21061
12167
16857
16865
10841
16866
16920
16893
48285
13164
16612
10849
16911
16611
17042
10811
12162
6045
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
H0650
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H0002
H9075
H2386
H2384
H2385
H2387
H2388
H2382
H2389
H8208
H1048
H1060
H1058
H1050
H1056
H0420
H0408
H1054
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
FY14 - FY13
Income Change
101.00
401.00
31.00
31.00
399.00
53.00
28.00
142.00
28.00
109.00
75.00
18.00
34.00
386.00
403.00
94.00
40.00
1,013.00
219.00
28.00
67.00
49.00
292.00
477.00
417.00
73.00
42.00
73.00
372.00
76.00
183.00
294.00
16,000.00
(384.00)
(432.00)
(145.00)
(600.00)
(440.00)
(384.00)
(438.00)
(2,823.00)
2,022.00
2,820.00
550.00
865.00
1,048.00
3,021.00
558.00
2,950.00
245.00
1,202.00
579.00
1,252.00
702.00
365.00
3,208.00
1,542.00
901.00
7,536.00
484.00
1,735.00
8,565.00
10,454.00
52,604.00
159.00
719.00
40.00
319.00
340.00
148.00
41.00
92.00
8.00
227.00
383.00
183.00
42.00
25.00
12.00
143.00
51.00
1,018.00
30.00
597.00
32.00
468.00
728.00
219.00
449.00
6,473.00
1,076.00
161.00
1,237.00
(1,076.00)
(161.00)
(1,237.00)
165,492.00
165,492.00
173,594.00
173,594.00
(8,102.00)
(8,102.00)
413,760.00
559,750.00
194,343.00
13,584.00
1,091,993.00
2,273,430.00
16,550.00
22,390.00
7,774.00
543.00
43,680.00
90,937.00
15,685.00
21,883.00
7,540.00
499.00
37,214.00
82,821.00
865.00
507.00
234.00
44.00
6,466.00
8,116.00
98,292.00
2,009,283.00
127,830.00
80,031.00
180,930.00
33,997.00
24,344.00
20,422.00
372,162.00
37,612.00
37,778.00
65,059.00
5,617.00
2,376.00
49,244.00
77,624.00
14,731.00
80,371.00
5,113.00
3,201.00
7,237.00
1,360.00
974.00
817.00
14,886.00
1,504.00
1,511.00
2,602.00
225.00
95.00
1,970.00
3,105.00
589.00
81,956.00
4,960.00
3,086.00
7,020.00
1,316.00
942.00
791.00
14,439.00
1,456.00
1,463.00
2,524.00
214.00
90.00
1,911.00
3,012.00
562.00
(1,585.00)
153.00
115.00
217.00
44.00
32.00
26.00
447.00
48.00
48.00
78.00
11.00
5.00
59.00
93.00
27.00
9,429.87
83,781.15
39,829.36
25,437.81
23,272.24
203,329.34
12,896.14
55,069.64
232,333.25
266,830.63
11,216.96
1,458,744.36
23,224.82
36,595.60
5,087.55
9,119.97
74,027.94
-
FY13
Actual Income
3,285.00
425.00
394.00
436.00
415.00
4,577.00
518.00
1,228.00
1,040.00
447.00
465.00
359.00
406.00
473.00
387.00
462.00
442.00
1,439.00
876.00
1,857.00
558.00
738.00
1,816.00
1,197.00
5,923.00
1,388.00
65,304.00
384.00
432.00
145.00
600.00
440.00
384.00
438.00
2,823.00
54,523.26
88,475.14
14,741.96
29,602.40
34,688.76
79,233.57
14,978.32
76,041.98
6,334.66
35,718.92
9,584.30
19,056.60
32,338.10
y
y
y
y
Est. FY14
Income
3,386.00
401.00
456.00
425.00
399.00
489.00
443.00
4,719.00
546.00
1,337.00
1,115.00
465.00
499.00
386.00
403.00
453.00
446.00
1,013.00
692.00
415.00
529.00
491.00
1,731.00
1,353.00
417.00
1,930.00
600.00
811.00
2,188.00
1,273.00
6,106.00
1,682.00
81,304.00
2,181.00
3,539.00
590.00
1,184.00
1,388.00
3,169.00
599.00
3,042.00
253.00
1,429.00
383.00
762.00
1,294.00
726.50
377.00
3,351.00
1,593.00
1,018.00
931.00
8,133.00
516.00
2,203.00
9,293.00
10,673.00
449.00
59,076.50
-
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
53
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Descriptions
Charles & Mary Ellen Jones Athletic Scholarship Fund
Rauscher, Pierce, Refnes Ath Scholarship End
Spain, Ken Scholarship End
The Howie and Jamie Lorch Scholarship Endowment
Murray Stinson Scholarship Endow
Smith, Bo & Josanna
Taxi Squad
Butler, George
Jerry & Marge Crum Football Scholarship End
James Lyle Scholarship Endow
Lilie Family-Baseball Schol Endow
Bill Yeoman Athletic Scholarship Endow
Disney, Brian & Lisa Track Endow
Woody Williams End Sch
Marcia & J.W. Burns End Sch
Mike and Teresa Baker Volleyball Sch End
Carolyn Ashcroft Scholarship Endowment
Boyaki Family Endowment
Howard W. Greenwood Sch Quasi End in Athletics
Jay & Dr. Kathryn Jenkins Football Scholarship Endowment
Glenn & Judie Lilie Men's Golf Scholarship Endowment
Glenn & Judie Lilie Men's Basketball Scholarship Endowment
William Douglas Allums Athletic Endowment
SUBTOTAL ATHLETICS
Sp Type
17035
17039
16794
17037
17040
16906
17041
17043
16907
16908
16909
16910
37541
39576
41187
43170
43426
43735
44696
50987
50988
50989
44788
Jack Pardee Memorial Scholarship Fund Endowment
SUBTOTAL ATHLETICS (RTP)
53177
Counseling & Psych.Serv. Quasi
Kohler, Dave
Rockwell Foundation
Bohner, Roswell
Delphian Scholarships
Nelson Esther Marion
Lee, Albert
Stadtler, Robert & Esther
Rizk, Fred Quasi
Univ. Stud. Loan
Student Govt Scholarship
Franklin, Thomas & Richard Quasi
Zimmer, Bill & Helen
Jinnah, M. A.
Breedlove, rote
Foley, Kathryn Quasi
Fitzgerald, Ruth
Edmonds Foundation -UH
Perkins/Christie
Dow Employees Schol
Perkins, Robert B
Eichhorn, Patricia
Monsignor George
Alexander, Eric Philip
Ryan, Julie Scholarship
Helen Krause
Herman Krause
The Women's Club
Elvira Dell Krause
Rudy & Eliz Woerner Quasi
Schiffick Endow
Mendenhall Fdn Pres. End
Jesse H & M Gibbs Jones
Bexar Cty Pharm Assoc Pres
Phillip G Hoffman Presidntl
James H Pickering Presdntl
Celso & Martina Cuellar Pres.
Pettey Presidential Schol
Lienhart Engines of Ingenuity
Peck, Lora Presidential
Gupta, Anant Presidential
Houston Office Leasing Ass.
Architectural Alumni Pres.
Wilson Presidential
Armistead Presidential
Likhari Presidential
Keeland, Burdette PES
Cater, John & Margot
Turner, Michelle & Dale Pres
Shearne, Major Charles Pres
Shearne, Major Charles Pres
Shearne, Major Charles Pres
Smith, June D.
Mason, Lynn & Marcel
Astronaut/Space Studies
Peggy Coyle Seaver UH TierOne Scholarship Endowment
Strickland, Jerald
Lerner, Jane & Ronald
Passarelli Hurtado, Diana Jo
Bell, Kate Pres.
Souchek, William Czech Cultural
Hart, David
Butler, Dr. John
Cemo Foundation PES CLASS
Cemo Foundation, PES Business
Cemo Foundation, PES Business
Maresh, Thelma PES
Dallas/Ft Worth Alumni PES
Allen, James Quasi
San Antonio Alumni PES
San Antonio Alumni PES
Yelderman, Pauline PES
Hamilton, Elmer Schol.
Watts, Karele Maresh PES
Hopping, Dr. Desiree PES
Fndn for Educ & Research in Visn.
10339
51442
48314
47212
43974
17142
16375
12090
43446
40887
43445
16372
16388
40828
40829
16821
16468
16771
16362
16363
16364
16571
13059
16519
16466
16842
14029
12959
16843
40831
12176
38542
38537
38539
38538
38535
38540
38543
40890
38544
38545
40891
38546
38541
38534
38536
38532
40893
38533
38528
38530
38529
40832
38531
40833
49698
38526
38525
38524
38527
38523
27128
38515
38520
38521
38522
38519
38517
31725
38516
38518
38514
33532
38512
38513
38511
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0002
H0404
4028
H0002
H0414
4028
H0002
H1052
4028
H0002
H0410
4028
H0002
H0416
4028
H0002
H2390
4028
H0002
H0418
4028
H0002
H0422
4028
H0002
H2391
4028
H0002
H2392
4028
H0002
H2393
4028
H0002
H2394
4028
H0002
H2828
4028
H0002
H3502
4028
H0002
H2928
4028
H0002
H8020
4028
H0002
H8036
4028
H0002
H8051
4028
H0002
H8093
4028
H0002
H8184
4028
H0002
H8185
4028
H0002
H8186
4042
H0002
D8061
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
6045
NA
y
4042
4042
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
H0650
H0220
H0223
H0232
H0553
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H8480
E0502
E2201
G8222
E9199
H9170
H0568
H1639
H1657
H9046
H2912
H3538
H1631
H1719
H0810
H0976
H0996
H1540
H0782
H1608
H1610
H1612
H1550
H1552
H1737
H1534
H0510
H0512
H0500
H0516
H0494
H0514
H1134
H1514
H1462
H1741
H1743
H1466
H0398
H1492
H0396
H0392
H1498
H0394
H1144
H2403
H2417
H2427
H2428
H2462
H2481
H2483
H2482
H2461
H2496
H2513
H9574
H2519
H2518
H2531
H2517
H2529
H2553
H9605
H2577
H2574
H2575
H2576
H2598
H2623
H2599
H2600
H9716
H9719
H9721
H9735
H9736
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
3 Year
Average
Market Value
112,594.00
13,034.00
41,529.00
28,809.00
45,176.00
76,778.00
48,870.00
65,325.00
14,596.00
29,676.00
380,163.00
10,747.00
15,286.00
305,331.00
101,732.00
15,959.00
59,435.00
125,366.00
78,279.00
112,903.00
89,992.00
112,903.00
445,942.00
5,567,757.00
16,244.00
16,244.00
10,213.00
19,213.00
486,768.00
377,297.00
23,474.00
126,332.00
103,728.00
11,530.00
142,485.00
43,773.00
3,518,619.00
19,452.00
60,439.00
21,009.00
18,427.00
60,754.00
2,737,254.00
145,689.00
799.00
420,401.00
24,773.00
13,921.00
166,589.00
250,603.00
56,913.00
56,913.00
34,947.00
1,188,134.00
39,223.00
30,334.00
28,751.00
30,391.00
31,322.00
29,633.00
29,633.00
35,107.00
30,212.00
225,317.00
31,654.00
28,453.00
19,961.00
29,526.00
48,266.00
34,513.00
30,950.00
31,505.00
116,802.00
30,720.00
55,206.00
55,206.00
55,206.00
19,868.00
35,671.00
41,718.00
120,287.00
44,812.00
31,950.00
32,328.00
32,056.00
106,397.00
595,609.00
42,773.00
33,606.00
33,606.00
33,606.00
39,086.00
33,984.00
132,271.00
35,191.00
35,356.00
39,506.00
12,687.00
34,440.00
34,611.00
34,611.00
Est. FY14
Income
4,504.00
521.00
1,661.00
1,152.00
1,807.00
3,071.00
1,955.00
2,613.00
584.00
1,187.00
15,207.00
430.00
611.00
12,213.00
4,069.00
638.00
2,377.00
5,015.00
3,131.00
4,516.00
3,600.00
4,516.00
17,838.00
218,776.00
FY13
Actual Income
4,339.00
505.00
1,608.00
1,115.00
1,749.00
2,979.00
1,896.00
2,534.00
565.00
1,149.00
14,750.00
415.00
501.00
3,681.00
596.00
2,174.00
3,683.00
2,458.00
4,423.00
3,526.00
4,423.00
15,105.00
199,916.00
-
409.00
769.00
19,471.00
585.00
15,092.00
939.00
5,053.00
4,149.00
461.00
5,699.00
1,751.00
140,745.00
778.00
2,418.00
840.00
737.00
2,430.00
109,490.00
5,828.00
32.00
16,816.00
991.00
557.00
6,664.00
10,024.00
2,277.00
2,277.00
1,398.00
47,525.00
1,569.00
1,213.00
1,150.00
1,216.00
1,253.00
1,185.00
1,185.00
1,404.00
1,208.00
9,013.00
1,266.00
1,138.00
798.00
1,181.00
1,931.00
1,381.00
1,238.00
1,260.00
4,672.00
1,229.00
2,208.00
2,208.00
2,208.00
795.00
1,427.00
1,669.00
4,811.00
1,792.00
1,278.00
1,293.00
1,282.00
4,256.00
23,824.00
1,711.00
1,344.00
1,344.00
1,344.00
1,563.00
1,359.00
5,291.00
1,408.00
1,414.00
1,580.00
507.00
1,378.00
1,384.00
1,384.00
FY14 - FY13
Income Change
165.00
16.00
53.00
37.00
58.00
92.00
59.00
79.00
19.00
38.00
457.00
15.00
110.00
12,213.00
388.00
42.00
203.00
1,332.00
673.00
93.00
74.00
93.00
2,733.00
18,860.00
-
700.00
18,886.00
566.50
14,638.00
909.00
4,901.00
4,024.00
446.00
7,809.00
1,695.00
136,517.00
753.00
2,345.00
769.00
713.00
2,357.00
106,193.00
5,435.00
31.00
14,026.00
943.00
538.00
5,048.00
9,495.00
2,156.00
2,156.00
1,303.00
44,299.00
1,462.00
1,131.00
1,168.00
7,965.00
1,794.00
1,287.00
1,154.00
1,145.00
1,981.00
1,981.00
1,981.00
737.00
1,306.00
2,615.00
1,671.00
1,205.00
1,195.00
3,968.00
21,375.00
1,579.00
1,253.00
1,253.00
1,253.00
1,457.00
1,290.00
5,100.00
1,357.00
1,340.00
1,473.00
473.00
1,284.00
1,290.00
1,290.00
409.00
69.00
585.00
19.00
454.00
30.00
152.00
125.00
15.00
(2,110.00)
56.00
4,228.00
25.00
73.00
71.00
24.00
73.00
3,297.00
393.00
1.00
2,790.00
48.00
19.00
1,616.00
529.00
121.00
121.00
95.00
3,226.00
107.00
82.00
1,150.00
1,216.00
85.00
1,185.00
1,185.00
1,404.00
1,208.00
1,048.00
1,266.00
1,138.00
798.00
1,181.00
137.00
94.00
84.00
1,260.00
4,672.00
84.00
227.00
227.00
227.00
58.00
121.00
1,669.00
2,196.00
121.00
1,278.00
88.00
87.00
288.00
2,449.00
132.00
91.00
91.00
91.00
106.00
69.00
191.00
51.00
74.00
107.00
34.00
94.00
94.00
94.00
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
54
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Student Affairs
Descriptions
Smith, Elva PES
Maresh, Harlan Renan
Agrawal,Brij & Sunita PES
Hamilton, Allie Scholarship
Kripp, Robert PES Engnr
Franklin & Virginia Law Sch End
Canteen, Bus Svrs, Quasi End
Barnes & Noble Sch Quasi End
Lillie E. Spies-GTF Removing Educ Barriers Sch End
Gerald McElvy Scholarship Endowment
Bill & Sue McMahon Rem Ed Bar
GTF Ajay & Laxmi Aggarwal End
GTF Brij & Sunita Agrawal End
Jerri Lee Pledger Scholarship Endowment
Carole Hegenbarth Scholarship Endowment
Inspiring Excellence Sch End Sponsored by Shell
UH Alumni Assn TierOne Sch Endowment
Dr. Kaye E. Stripling UH Tier One Sch Endowment
Cynthia & George Mitchell Fdn UH TierOne Sch End
Rose & William B. Calhoun UH TierOne Sch End
Schissler Fdn UH TierOne Scholarship Endowment
Roger & Victoria Berry UH TierOne Scholarship Endowment
Truman & Becky Arnold UH TierOne Scholarship Endowment
Mr & Mrs Robert Maxwell Jr UH TierOne Schol Endow
Sophie Pledger UH TierOne Schol Endow
Thompson Family UH TierOne Schol Endow
Albert & Ethel Herzstein UH TierOne Schol Endow
H E B UH TierOne Schol Endow
Pamela & Patrick Newman UH TierOne Schol Endow
The Manny Family UH TierOne Scholarship Endow
Gerald W. McElvy UH TierOne Scholarship Endowment
Professor Mamie Wong Moy UH TierOne Scholarship Endowment
Clay Hoster UH TierOne Scholarship Endowment
AIM Foundation UH Tier One Scholarship Endowment
Lana A. Culpepper UH Tierone Scholarship Endowment
Houston Coca-Cola Bottling Company UH TierOne Sch End
Cougar Community UH TierOne Schol Quasi Endow
Goodman Financial UH TierOne Scholarship Endowment
Les & Donna Haulbrook UH TierOne Scholarship Endowment
Dan J. Moran, Jr. & Carolyn Farrell Moran UH TierOne Sch End
Peter Y. Tsan UH TierOne Scholarship Endowment
Andrew Ladis UH TierOne Scholarship Endowment
Regina Balderas UH TierOne Scholarship Endowment
Duane & Betsy Choate UH TierOne Scholarship Endowment
David L. & Terri S. Mendez UH TierOne Sch Endowment
Ouida Jo Hembree UH TierOne Scholarship Endowment
Chess UH TierOne Scholarship Endowment
Lynn & Marcel Mason UH TierOne Scholarship Endowment
Glenn & Judie Lilie UH TierOne Scholarship Endowment
Sue & Richard Howard UH TierOne Scholarship Endowment
Nancy D. Palm UH TierOne Scholarship Endowment
Ashley Allen Lehmann UH TierOne Memorial Sch End
William Jennings Bryan Lockhart UH TierOne Sch End
Mary Jo & Richard Coselli UH TierOne Sch End
Renu & Suresh Khator UH Tier One Scholarship Endowment
Joe Elgin & Lucy LaVona Steward Memorial Sch End
Judy Gray Johnson UH Tier One Scholarship Endowment
Canteen UH Tier One Scholarship Endowment
Gerald G. Kralik Memorial UH Tier One Scholarship Endowment
Bill & Sue McMahon UH Tier One Scholarship Endowment
Ronald & Bertha Lohec UH Tier One Scholarship Endowment
Bauer College Alumni Assn UH TierOne Sch Endowment
Cameron UH TierOne Scholarship Endowment
Williams UH TierOne Scholarship Endowment
Cecil & Louise Holder UH Tier One Scholarship Endowment
Neha & Mohit Agrawal UH Tier One Scholarship Endowment
David G. Schantz Scholarship Endowment
Bohner, Roswell
Cullinan
International Paper
Cullen Leadership
SUBTOTAL STUDENT AFFAIRS
Residence Halls Facilities Improvement
Eric Alexander Memorial Student Assessment Endowment
Computing Center
UH Student Excell.
Earl Monk UH TierOne Scholarship Endowment - Business
Earl Ray Monk UH TierOne Scholarship Endowment - Class
Gaynelle Brock & Prem Bhushan Dewan Gadihoke UH TierOne End
Carlo & Kristen Pippolo UH TierOne Scholarship Endowment
Barbara A Britt UH TierOne Scholarship Endowment
Marvin & Joan Kaplan UH TierOne Scholarship Endow
The Burch Family UH TierOne Scholarship Endowment
Rhonda J. Sweeney UH TierOne Scholarship Endowment
Ed & Sue Clark UH TierOne Scholarship Endowment
Nancy & Carter Hixon UH TierOne Scholarship Endowment
Babbara S. & Glen C. Farber UH TierOne Sch Endowment
J. Scott Chase (B.A. 1968; J.D. 1971) UH TierOne Sch Endow
Valerie King Freeman & Greg King UH TierOne Sch End
Dominic Ng & Ellen Wong UH TierOne Scholarship Endowment
The Center for Healthy Hearing Presidential End Fellowship
Suresh & Krishana Agrawal UH TierOne Scholarship End
Jerri Lee Pledger UH TierOne Scholarship Endowment
Jay E. Mincks UH TierOne Scholarship Endowment
Kaase-Bors Family UH TierOne Scholarship Endowment
Johana Briseno Thomas ('66) & Robert Thomas UH TierOne Sch End
Julius Allan Kaufman, Jr. UH Tier One Scholarship Endowment
Shirley E. & Donald M. Rose UH Tier One Scholarship Endowment
Sash UH Tier One Scholarship Endowment
Denise & Thomas Daniel UH Tier One Scholarship Endowment
Sandra & Rodger Stotzer UH Tier One Scholarship Endowment
SUBTOTAL STUDENT AFFAIRS (RTP)
Sp Type
38510
38507
38509
36870
38508
40836
41070
41108
43736
42053
43736
41620
41621
41818
43287
44025
44513
45171
45286
45416
45508
47031
45499
45593
45667
45834
45835
45937
46024
46025
46347
46604
46779
46894
47084
47332
47345
47554
47722
47747
47982
48001
48000
48156
48256
48362
48874
48502
49130
49286
49468
49793
49827
50076
50075
51220
50324
50417
51378
50626
52433
51214
51449
51597
52338
53686
54342
16365
16386
50835
38023
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
4028
H0213
H9743
4028
H0213
H9747
4028
H0213
H9751
4028
H0213
H9818
4028
H0213
H9822
4028
H0213
H3501
4028
H0213
H3492
4028
H0213
H2921
4028
H0213
H9918
4028
H0213
H9929
4028
H0213
H9945
4028
H0213
H9952
4028
H0213
H9953
4028
H0213
H9961
4028
H0213
H8021
4028
H0213
H8058
4028
H0213
H8089
4028
H0213
H8105
4028
H0213
H8113
4028
H0213
H8116
4028
H0213
H8117
4028
H0213
H8120
4028
H0213
H8121
4028
H0213
H8122
4028
H0213
H8123
4028
H0213
H8126
4028
H0213
H8127
4028
H0213
H8133
4028
H0213
H8137
4028
H0213
H8140
4028
H0213
H8147
4028
H0213
H8151
4028
H0213
H8156
4028
H0213
H8162
4028
H0213
H8167
4028
H0213
H8176
4028
H0213
H8179
4028
H0213
H8182
4028
H0213
H8189
4028
H0213
H8190
4028
H0213
H8213
4028
H0213
H8225
4028
H0213
H8227
4028
H0213
H8242
4028
H0213
H8249
4028
H0213
H8254
4028
H0213
H8256
4028
H0213
H8258
4028
H0213
H8273
4028
H0213
H8276
4028
H0213
H8284
4028
H0213
H8304
4028
H0213
H8306
4028
H0213
H8317
4028
H0213
H8318
4028
H0213
H8328
4028
H0213
H8330
4028
H0213
H8333
4028
H0213
H8342
4028
H0213
H8344
4028
H0213
H8388
4028
H0213
H8394
4028
H0213
H8433
4028
H0213
H8437
4028
H0213
H8463
4028
H0213
H8495
4028
H0213
H8499
4028
H0213
H1614
4028
H0213
H1715
4028
H0213
H0715
4052
H0213
H0470
Proj
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
4042
4042
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
4028
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
y
3 Year
Average
Market Value
37,588.00
34,015.00
33,738.00
11,466.00
34,469.00
10,709.00
47,590.00
39,611.00
47,379.00
111,921.00
19,974.00
29,129.00
29,129.00
26,907.00
31,341.00
61,099.00
120,299.00
114,245.00
113,737.00
43,568.00
55,697.00
41,888.00
42,344.00
67,952.00
49,593.00
240,639.00
188,911.00
113,184.00
69,802.00
140,724.00
53,749.00
119,601.00
54,768.00
4,891,383.00
559,750.00
158,064.00
396,606.00
30,594.00
75,215.00
55,236.00
52,075.00
79,664.00
41,620.00
53,366.00
52,680.00
74,290.00
24,991.00
70,239.00
186,706.00
28,391.00
105,094.00
148,617.00
54,538.00
59,672.00
132,860.00
106,088.00
74,262.00
63,653.00
138,631.00
32,904.00
28,410.00
54,502.00
425,213.00
53,152.00
68,206.00
50,145.00
24,707.00
23,542,660.00
48313
51102
40830
10847
49962
49963
45415
47034
45938
45939
46192
46346
47030
46603
48079
47616
47981
48182
48875
48702
48701
48805
50739
50740
50561
51379
51892
52716
52718
H0231
H0216
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
H0213
G9020
D8358
H0978
H1006
H8099
H8100
H8115
H8124
H8134
H8135
H8143
H8148
H8149
H8150
H8152
H8183
H8211
H8243
H8253
H8261
H8263
H8265
H8268
H8321
H8341
H8348
H8451
H8466
H8467
2,809.00
39,284.00
1,496.00
4,212.00
55,605.00
55,605.00
14,370.00
34,038.00
13,006.00
35,020.00
16,956.00
13,149.00
24,043.00
11,352.00
23,577.00
14,631.00
13,789.00
10,910.00
9,119.00
15,925.00
9,880.00
32,137.00
19,508.00
8,273.00
6,955.00
7,978.00
10,247.00
5,162.00
10,860.00
519,896.00
Est. FY14
Income
1,504.00
1,361.00
1,350.00
459.00
1,379.00
428.00
1,904.00
1,584.00
1,895.00
4,477.00
799.00
1,165.00
1,165.00
1,076.00
1,254.00
2,444.00
4,812.00
4,570.00
4,549.00
1,743.00
2,228.00
1,676.00
1,694.00
2,718.00
1,984.00
9,626.00
7,556.00
4,527.00
2,792.00
5,629.00
2,150.00
4,784.00
2,191.00
195,655.00
22,390.00
6,323.00
15,864.00
1,224.00
3,009.00
2,209.00
2,083.00
3,187.00
1,665.00
2,135.00
2,107.00
2,972.00
1,000.00
2,810.00
7,468.00
1,136.00
4,204.00
5,945.00
2,182.00
2,387.00
5,314.00
4,244.00
2,970.00
2,546.00
5,545.00
1,316.00
1,136.00
2,180.00
17,009.00
2,126.00
2,728.00
2,006.00
988.00
585.50
8,803.00
9,061.00
25,846.21
986,588.71
-
FY13
Actual Income
1,347.00
1,268.00
1,273.00
428.00
1,286.00
399.00
1,830.00
1,348.00
3,810.00
966.00
983.00
2,096.00
4,528.00
4,447.00
4,433.00
1,104.00
1,627.00
1,059.00
968.00
2,647.00
1,338.00
4,798.00
5,474.00
4,419.00
1,399.00
3,769.00
1,573.00
4,319.00
1,538.00
184,434.00
21,883.00
6,193.00
13,785.00
738.00
2,383.00
2,164.00
2,040.00
2,617.00
1,369.00
2,091.00
2,064.00
1,572.00
456.00
2,060.00
5,696.00
649.00
4,117.00
3,862.00
2,137.00
2,339.00
2,132.00
4,158.00
2,910.00
2,495.00
5,102.00
575.00
254.00
2,136.00
16,664.00
2,083.00
566.50
FY14 - FY13
Income Change
157.00
93.00
77.00
31.00
93.00
29.00
74.00
236.00
1,895.00
667.00
799.00
1,165.00
1,165.00
110.00
271.00
348.00
284.00
123.00
116.00
639.00
601.00
617.00
726.00
71.00
646.00
4,828.00
2,082.00
108.00
1,393.00
1,860.00
577.00
465.00
653.00
11,221.00
507.00
130.00
2,079.00
486.00
626.00
45.00
43.00
570.00
296.00
44.00
43.00
1,400.00
544.00
750.00
1,772.00
487.00
87.00
2,083.00
45.00
48.00
3,182.00
86.00
60.00
51.00
443.00
741.00
882.00
44.00
345.00
43.00
2,728.00
2,006.00
988.00
19.00
838,663.00
104,216.00
104.00
1,015.00
56.00
157.00
1,493.00
1,493.00
377.00
879.00
290.00
901.00
411.00
281.00
760.00
242.00
494.00
388.00
428.00
316.00
314.00
510.00
258.00
1,027.00
645.00
213.00
242.00
202.00
13,496.00
(104.00)
(1,015.00)
(56.00)
(157.00)
(1,493.00)
(1,493.00)
(377.00)
(879.00)
(290.00)
(901.00)
(411.00)
(281.00)
(760.00)
(242.00)
(494.00)
(388.00)
(428.00)
(316.00)
(314.00)
(510.00)
(258.00)
(1,027.00)
(645.00)
(213.00)
(242.00)
(202.00)
(13,496.00)
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
55
University of Houston System
Estimated FY15 Endowment Income
For FY2015 Budget Development
Research
Research
Research
Research
Research
Research
Research
Research
Research
Research
Research
Research
Descriptions
Welch Foundation, Chemistry - Grant E0001
Welch Foundation - Grant E0004
Welch Chair in Chemistry - Grant E0044
Chu, Paul C.W.
Hawley, Cora Scholarship
TLL Temple Foundation Chair
Moores TCSUH
Superconductivity Quasi
Cullen Trust for Higher Ed HIM Endow
Temple - TCSUH
Hou International Materials Forum
William S. Hawley Quasi Endowment
SUBTOTAL RESEARCH
Sp Type
53297
53301
53308
40862
40863
36824
36826
36825
36872
48890
37557
48877
PEOPLESOFT
INCOME COST CENTER
Fund
Dept
Prog
5XXX
H0239
B0001
5XXX
H0282
B0001
5XXX
H0282
B0001
4028
H0452
H1408
4028
H0452
H9800
4042
H0452
A1760
4042
H0452
B1388
4042
H0452
B1390
4042
H0452
B1392
4042
H0452
D8207
4042
H0452
B4386
4042
H0452
B8269
Proj
C107025
C107032
C107039
NA
NA
NA
NA
NA
NA
NA
NA
NA
A&F
A&F
Alkek
Alumni Center Quasi
SUBTOTAL ADMINISTRATION & FINANCE
40838
40837
4042
4042
H0436
H0261
C2201
D3104
NA
NA
A&F
George B. Geary Matching Challenge Fund for Hou Public Radio
SUBTOTAL ADMINISTRATION & FINANCE (RTP)
51731
4042
H0018
D8389
NA
UH Core Pool Quasi Endowment
SUBTOTAL INSTITUTIONAL
43693
Institutional
SYSTEM ADMINISTRATION
Institutional UHSA
System Core Pool Quasi Endowment
Institutional UHSA
General Endowment
Institutional UHSA
Melrose Thompson
Institutional UHSA
UH System Quasi
Institutional UHSA
Farfel Lecture Series
Institutional UHSA
Farfel Lecture Series Quasi
Institutional UHSA
General Purpose
Institutional UHSA
UH System Fellowship Quasi Endowment
Institutional UHSA
New Century Success
Institutional UHSA
Enron Scholarship
Institutional UHSA
System Matching
Institutional UHSA
Endowment Plus
12840
10589
10454
10325
10586
10586
10050
10320
10236
10239
13396
10579
2077
2077
2076
2076
2076
4042
4042
4042
4042
4042
4042
4042
4045
H0264
S0027
S0026
S0026
S0026
S0026
S0026
S0026
S0026
S0026
S0026
S0015
S0015
SUBTOTAL INSTITUTIONAL
SUBTOTAL UNIVERSITY OF HOUSTON & SYSTEM ADMIN
less (RTP)
F3681
F3480
F0572
F0574
F0555
F0795
F0795
F0788
D0201
H0228
H0222
F9095
D0203
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
RTP
y
3 Year
Average
Market Value
2,647,696.00
3,880,179.00
2,890,428.00
38,100.00
64,853.00
2,844,361.00
1,688,581.00
3,490,227.00
2,858,614.00
350,890.00
315,432.00
44,861.00
21,114,222.00
Est. FY14
Income
105,908.00
155,207.00
115,617.00
1,524.00
2,594.00
113,774.00
67,543.00
139,609.00
114,345.00
14,036.00
12,617.00
1,794.00
844,568.00
FY13
Actual Income
100,971.00
152,621.00
94,982.00
1,475.00
2,425.00
110,356.00
65,514.00
135,415.00
108,221.00
13,614.00
11,777.00
1,758.00
799,129.00
FY14 - FY13
Income Change
4,937.00
2,586.00
20,635.00
49.00
169.00
3,418.00
2,029.00
4,194.00
6,124.00
422.00
840.00
36.00
45,439.00
50,672.00
53,670.60
104,342.60
2,027.00
2,147.00
4,174.00
1,880.00
2,082.00
3,962.00
147.00
65.00
212.00
688,124.00
688,124.00
-
22,146.00
22,146.00
(22,146.00)
(22,146.00)
39,345,531.00
39,345,531.00
1,573,821.00
1,573,821.00
-
4,246,388.00
24,761,684.00
12,989,699.00
413,760.00
330,222.00
74,020.00
867,847.00
211,084.00
33,094.00
719,816.00
3,471,013.00
4,592,758.00
52,711,385.00
169,856.00
990,467.00
519,588.00
16,550.00
13,209.00
2,961.00
34,714.00
8,443.00
1,324.00
28,793.00
138,841.00
183,710.00
2,108,456.00
960,605.00
461,884.00
15,685.00
12,812.00
2,872.00
33,672.00
8,190.00
1,278.00
27,793.00
134,025.00
178,199.00
1,837,015.00
169,856.00
29,862.00
57,704.00
865.00
397.00
89.00
1,042.00
253.00
46.00
1,000.00
4,816.00
5,511.00
271,441.00
400,894,267.51
17,819,269.96
11,777,574.00
5,997,989.84
2,924,664.58
TOTAL UNIVERSITY OF HOUSTON & SYSTEM ADMIN
-
398,405,297.93
17,819,269.96
-
1,573,821.00
1,573,821.00
79,193.00
(79,193.00)
11,715,285.00
6,077,706.84
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.8 FY15 Estimated Endowment Income combined all coll-div
56
UNIVERSITY OF HOUSTON
FY2015 Grants and Contracts Revenue and Expenditures Budget Estimates
FY 2015 Projected Expenditures by Revenue Source
FY2015 Budget to
FY 2013 Actual FY 2014 Budget FY 2015 Budget
FY2014 Budget
Federal
State
Local
Private
Other
$67,077,325
$5,628,695
$73,903
$14,637,196
$4,574,349
$63,800,000
$7,700,000
$127,000
$14,400,000
$4,950,000
$65,939,315
$6,525,228
$116,006
$13,679,320
$4,854,382
Total Non-ATP/ARP Sponsored Projects
ATP/ARP Sponsored Projects
Total Sponsored Project Expenditures
$91,991,467
$493,306
$92,484,773
$90,977,000
$725,000
$91,702,000
$91,114,251
$759,220
$91,873,471
$2,139,315
($1,174,772)
($10,994)
($720,680)
($95,618)
$137,251
$34,220
$171,471
FY2015 Budget to
FY2013 actual
($1,138,010)
$896,533
$42,103
($957,876)
$280,033
($877,216)
$265,914
($611,302)
FY 2015 Projected Expenditures by College/Division
FY 2013Actual
FY 2014 Budget FY 2015 Budget
Administration
SVP and Provost
Vice President Research
Vice President Student Affairs
Architecture
Bauer College of Business
Education
Engineering
Honors
Hotel & Restaurant Management
CLASS
Law
Library
Natural Science & Mathematics
Optometry
Pharmacy
Social Work
Technology
$2,123,171
$550,010
$3,576,371
$229,906
$13,536
$4,161,013
$3,570,263
$22,751,844
$29,631
$183,626
$10,641,438
$398,042
$0
$30,860,963
$6,191,177
$3,634,112
$1,966,419
$1,109,945
$1,700,000
$2,150,000
$10,100,000
$290,000
$33,000
$4,500,000
$2,800,000
$19,980,000
$19,000
$65,000
$7,450,000
$90,000
$0
$29,500,000
$5,100,000
$3,200,000
$2,150,000
$1,850,000
$1,952,456
$1,379,682
$5,093,514
$274,987
$24,484
$4,112,688
$2,945,725
$21,589,330
$29,701
$152,071
$9,649,491
$267,632
$7,223
$30,647,073
$5,384,220
$3,726,383
$2,300,261
$1,577,328
Total Non-ATP/ARP Sponsored Projects
ATP/ARP Sponsored Projects
Total Sponsored Project Expenditures
$91,991,467
$493,306
$92,484,773
$90,977,000
$725,000
$91,702,000
$91,114,249
$759,220
$91,873,469
FY2015 Budget to
FY2014 Budget
$252,456
($770,318)
($5,006,486)
($15,013)
($8,516)
($387,312)
$145,725
$1,609,330
$10,701
$87,071
$2,199,491
$177,632
$7,223
$1,147,073
$284,220
$526,383
$150,261
($272,672)
$137,249
$34,220
$171,469
FY2015 Budget to
FY2013 actual
($170,715)
$829,672
$1,517,143
$45,081
$10,948
($48,325)
($624,538)
($1,162,514)
$70
($31,555)
($991,947)
($130,410)
$7,223
($213,890)
($806,957)
$92,271
$333,842
$467,383
($877,218)
$265,914
($611,304)
FY 2015 estimates are based upon FY2013 actuals and FY 2014 estimates
9/11/2015
14 BOOK\5.9 FY15 Grants and Contracts Revenue And Expenditures Budget Estimates
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED
57
UNIVERSITY OF HOUSTON
Division of Research
Indirect Cost Return - Estimated FY 2015 Return
PS
Speed Type Cost Center
FY2015
Estimate
ACADEMIC AFFAIRS/PROVOST
Senior V.P. for Academic Affairs and Provost
Learning/Assessment Svcs
11889 2072-H0005-B0810-NA
10820 2072-H0221-B0856-NA
8,298
5,006
13,304
CT BAUR COLLEGE OF BUSINESS
Dean Business Administration
SBDC
12060 2072-H0041-B1181-NA
17913 2072-H0053-B1201-NA
30,000
60,000
90,000
EDUCATION
Dean, Education
Institute for Urban Education
Curriculum and Instruction
Educational Psychology
17914
18041
17918
17920
2072-H0058-B1205-NA
2072-H0059-B1231-NA
2072-H0062-B1215-NA
2072-H0064-B1219-NA
38,250
609
19,313
7,840
66,012
ENGINEERING
Dean, Engineering
Chemical Engineering
Civil Engineering
Center for Innovative Grouting Materials and Tech
Center for Integrated Nanosystems
Electrical Engineering
Nanosystem Manufacturing Center
Biomedical Engineering
Industrial Engineering
Mechanical Engineering
Center Neuro-Engineering/Cog Sci
SW Public Safety Crt
Natl Wind Energy Ctr
Tx. Hurricane Center
17895
17896
18122
18018
18123
18123
18123
44312
18009
18011
31649
37929
41306
43616
2072-H0066-B0862-NA
2072-H0067-B0864-NA
2072-H0068-B0882-NA
2072-H0069-B0919-NA
2072-H0070-B0886-NA
2072-H0070-B0886-NA
2072-H0070-B0886-NA
2072-H0071-B3793-NA
2072-H0072-B0892-NA
2072-H0073-B0896-NA
2072-H0426-B1664-NA
2072-H0455-B1804-NA
2072-H0503-B3693-NA
2072-H0512-B4450-NA
875,024
202,835
145,878
37,742
23,035
205,705
3,643
57,173
13,577
205,901
1,467
1,350
48,404
10,276
1,832,010
HOTEL AND RESTAURANT MANAGEMENT
17866 2072-H0081-B1165-NA
11,850
11,850
HONORS COLLEGE
49832 2072-H0078-B2877-NA
2,248
2,248
LIBERAL ARTS AND SOCIAL SCIENCES
Health and Human Performance
Dean, CLASS
English
Communication Disorders
History
Philosophy
Modern/Classical Languages
Arte Publico Press
Economics
Political Science
Psychology
CTR NEURO AND BIOMECH RESEARCH
Sociology
13957
18019
18022
35776
18024
30143
18026
28519
17995
17997
17999
44342
18207
2072-H0065-B1223-NA
2072-H0082-B0921-NA
2072-H0086-B0929-NA
2072-H0087-B4387-NA
2072-H0089-B0933-NA
2072-H0091-B1640-NA
2072-H0092-B0937-NA
2072-H0093-B1613-NA
2072-H0122-B1107-NA
2072-H0124-B1111-NA
2072-H0125-B1117-NA
2072-H0521-B3794-NA
2072-H0126-B1137-NA
62,012
277,687
788
404
809
751
4,430
4,766
3,969
563
212,499
35,197
1,125
605,000
LAW
Energy Institute
17903 2072-H0098-B1177-NA
4,125
4,125
NATURAL SCIENCES AND MATHEMATICS
Dean, Natural Sciences and Mathematics
Biology/Biochemistry
Chemistry
Computer Science
Geosciences
Mathematics
IMAQS/Inst Climate & Atmospheric Sci
CAGE
Institute for Molecular Design
Institute for Nanoenergy
Biology of Behavior Inst
CTR FOR NUCLEAR REC&CELL SIGN
Physics
18028
18030
14002
18071
18078
18083
31882
39743
18197
45491
46572
43613
18187
2072-H0102-B0945-NA
2072-H0104-B0951-NA
2072-H0107-B0991-NA
2072-H0108-B1011-NA
2072-H0109-B1023-NA
2072-H0110-B1031-NA
2072-H0429-B1667-NA
2072-H0451-B1806-NA
2072-H0103-B1065-NA
2072-H0545-B3797-NA
2072-H0552-B2720-NA
2072-H0515-B3766-NA
2072-H0112-B1041-NA
953,428
191,284
156,648
163,651
158,759
103,010
23,980
413
6,532
13,956
23,080
174,562
218,756
2,188,059
OPTOMETRY
17864 2072-H0113-B1161-NA
630,561
630,561
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.10 IDC Estimate FY15 complete version
58
UNIVERSITY OF HOUSTON
Division of Research
Indirect Cost Return - Estimated FY 2015 Return
PS
FY2015
PHARMACY
Dean, Pharmacy
Pharmacological and Pharmaceutical Sciences
Heart/Kidney Institute
CETP
Clinical Sciences and Administration
Institute for Drug Education/Research
12065
18198
18201
41115
18210
32619
2072-H0116-B1067-NA
2072-H0117-B1069-NA
2072-H0117-B1079-NA
2072-H0117-B2202-NA
2072-H0118-B1097-NA
2072-H0422-B1621-NA
160,372
125,384
61,748
1,040
27,343
505
376,392
SOCIAL WORK
DEAN, SOCIAL WORK
CHILD & FAMILY CENTER
CTR FOR HEALTH EQUITY & EVAL
CTR DRUG & SOCIAL POLICY RESRC
10692
43450
48442
43463
2072-H0129-B1169-NA
2072-H0509-B1171-NA
2072-H0662-B1171-NA
2072-H0508-B1171-NA
35,695
44,189
4,953
14,276
99,113
TECHNOLOGY
DEAN, TECHNOLOGY
Engineering Technology
TMAC
Center for Technology Literacy
Center for Information Technology
17859
32555
32617
46882
46996
2072-H0136-B1151-NA
2072-H0139-B1674-NA
2072-H0281-B1676-NA
2072-H0423-B2732-NA
2072-H0554-B4472-NA
67,500
30,111
9,155
28,126
2,547
137,439
STUDENT AFFAIRS
Vice President, Student Affairs
17892 2072-H0205-B0854-NA
5,879
5,879
DIVISION OF RESEARCH
VP-Research
Institute for Space Systems Operations
TLCC
Houston Coastal Center
TIMES
TcSUH
CENTER FOR ADVANCED MATERIALS
CTR FOR BIOMED/ENVIRON GENOMIC
TX OBESITY RESEARCH CENTER
18094
11894
18096
47017
34116
36896
36385
45612
42126
372,626
2,655
103,584
7,634
256,787
175,172
21,264
42,545
79,287
1,061,554
2072-H0233-B0818-NA
2072-H0244-B0844-NA
2072-H0246-B0822-NA
2072-H0271-B4473-NA
2072-H0288-B1691-NA
2072-H0452-B0848-NA
2072-H0453-B1730-NA
2072-H0546-B3838-NA
2072-H0500-B4422-NA
VP Research 25% Adjusted Amount
2,374,514
TOTAL DISTRIBUTION
9,498,060
IDC Retained for Administrative Priorities
7,373,198
IDC Allocated to Institution
1,238,909
TOTAL IDC RECOVERY
7,123,546
2,374,514
18,110,167
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.10 IDC Estimate FY15 complete version
59
University of Houston
Table 7 - Allocation of Student Service Fees
FY2014
Sources
Current Year Revenue
Budgeted Fund Balance
Total Sources
$ 20,096,842
695,448
$ 20,792,290
Allocations
Activities Funding Board (AFB)
$
144,797
A.D. Bruce Religion Center
171,791
Band Program
211,400
Blaffer Art Gallery
21,500
Campus Recreation
474,154
Center for Diversity and Inclusion
Center for Leadership & Fraternity and Sorority Life
289,156
Center for Students w/Disabilities
425,564
Center for Student Involvement
679,995
Center for Student Media*
255,122
Child Care Center
113,329
Counseling and Psychological Services
1,470,823
Council of Ethnic Organizations (CEO)
151,660
Daily Cougar
46,390
Dean of Students
1,052,065
Debate and Advocacy (formerly Forensics)
Frontier Fiesta Association
165,455
Homecoming
70,879
Intercollegiate Athletics
4,407,707
Intercollegiate Athletics-Stadium
3,375,000
LGBT Center
Metropolitan Volunteer Program
66,765
Student Affairs Information Technology (SAIT)
753,576
Student Government Association
140,263
Student Program Board
156,875
Student Video Network
76,474
University Career Services
799,173
University Center
1,070,916
University Health Center
1,741,541
Urban Experience Program
131,602
Veterans' Services
152,589
VPSA
1,054,624
Wellness Program
287,858
SFAC Operating
7,000
One time FY 2014 Funding
826,247
Reserves for Salary, Post Season Football, New Stadium
Total Allocations
$ 20,792,290
FY2015
----------Change----------Dollars
Percent
Budget
$
$
$
$
Budget
1,008,760
(640,652)
368,108
5.0%
-92.1%
1.8%
$
15,093
40,792
75,000
125,567
83,725
3,881
73,824
565
3,443
37,397
39,992
7,805
13,027
61,273
8,610
1,904
52,457
(826,247)
550,000
10.4%
23.7%
35.5%
0.0%
0.0%
$
159,890
212,583
286,400
21,500
474,154
125,567
289,156
425,564
763,720
259,003
113,329
1,544,647
152,225
49,833
1,089,462
39,992
173,260
70,879
4,407,707
3,375,000
13,027
66,765
814,849
148,873
156,875
78,378
851,630
1,070,916
1,741,541
131,602
152,589
1,054,624
287,858
7,000
550,000
$
21,160,398
368,108
$
0.0%
0.0%
12.3%
1.5%
0.0%
5.0%
0.4%
7.4%
3.6%
4.7%
0.0%
0.0%
0.0%
0.0%
8.1%
6.1%
0.0%
2.5%
6.6%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
-100.0%
1.8%
21,105,602
54,796
21,160,398
* Combination of DOS Handbook, Success Programs, Ombudservice, and Student Legal--formerly separate, now one allocation.
3.26
9/11/2015
R:\PLANBUDG\Bud 15\Planning & Budget book (Red book)\RED BOOK\5.12 UH executive summary 2015 table 7
60
UNIVERSITY OF HOUSTON
FY2015 Plan and Budget
Contact List
Name, Position Title
Extension
Email Address
Budget Office
Barbara Duarte, Exec Director,
Budget Admin. & Analysis
3-4397
BLDuarte@Central.uh.edu
Karen James, DBA
3-0665
KJames@central.uh.edu
Shabana Mohiuddin, Director
Sameer Iftikharuddin, Analyst
Jimmy Nguyen, Analyst
Betzaida Pineda, Analyst
Mayra Rodriguez, Analyst
3-0656
3-0653
3-5331
3-5336
3-0651
SRMohiuddin@Central.uh.edu
siftikha@Central.uh.edu
jpnguye7@Central.uh.edu
bpineda3@Central.uh.edu
merodri3@Central.uh.edu
Finance
Raymond Bartlett, Assoc VC/VP
Finance
3-5544
RBartlett@Central.uh.edu
Planning and Institutional Effectiveness
Chris Stanich, AVC/Provost
of Institutional Planning &
Analysis
832-842-0545
CStanich@uh.edu
Academic and Faculty Affairs
Dr. Paula Short, Sr. VP/VC
Academic Affairs & Provost
3-5227
pmshort@central.uh.edu
Sr. VC/VP, Academic Affairs, Provost
Sabrina Hassumani, Assoc
3-2755
Provost of Finance & Administration
shassuma@central.uh.edu
Human Resources
Joan Nelson, Asst VC/VP, Human Resources
Human Resources
3-2603
61
jmisgler@central.uh.edu