Docstoc

Foundation TOC 2008-09

Document Sample
Foundation TOC 2008-09 Powered By Docstoc
					Accountability. It’s Happening Here.

University of Louisville Foundation, Inc.
2008 – 2009 Operating Budget
Foundation Budget
       2008-2009
                   UNIVERSITY OF LOUISVILLE
                       FOUNDATION, INC.

                                       2008-2009 BUDGET




                                    TABLE OF CONTENTS

  UofL Foundation, Inc. Budget Overview............................................................................. 1

  UofL Foundation, Inc. Historical Trends Table ................................................................... 4

  UofL Foundation, Inc. Historical Trends Graph .................................................................. 5

I. FUND-RAISING, FOUNDATION BUSINESS OPERATIONS AND OTHER
   UNRESTRICTED FUNDS

  Fund-raising, Foundation Business Operations and
  Other Unrestricted Funds Narrative ..................................................................................... 6

  Summary of Proposed Income and Expenditures .............................................................. 13

  Expenditure Budget Comparison ...................................................................................... 14

  Fund-raising, Foundation Business Operations and
  Other Unrestricted Funds Budget Detail by Unit ............................................................... 15

  Fund-raising, Foundation Business Operations and
  Other Unrestricted Funds Five-Year Budget Analysis....................................................... 17

  Fund-raising, Foundation Business Operations and
  Other Unrestricted Funds Five-Year Budget Analysis Graph............................................ 18

  Fund-raising, Foundation Business Operations and
  Other Unrestricted Discretionary Funds Historical Analysis by Unit................................ 18
                    UNIVERSITY OF LOUISVILLE
                        FOUNDATION, INC.

                                           2008-2009 BUDGET




                                TABLE OF CONTENTS (cont)

II. RESTRICTED ENDOWMENT FUNDS

   Restricted Endowment Funds Narrative............................................................................. 19

   Restricted Endowment Funds Budget Summary by Unit .................................................. 22

   Restricted Endowment Funds Budget Detail by Unit ........................................................ 23

   Restricted Endowment Funds Historical Analysis by Unit................................................ 44



III. GIFT FUNDS

    Gift Funds Narrative ......................................................................................................... 45

    Gift Funds Budget Summary by Unit ............................................................................... 46

    Gift Funds Budget Detail .................................................................................................. 47

    Gift Funds Historic Analysis by Unit ............................................................................... 60


IV. SUPPORTING MATERIALS

    Policy on the Management of Endowment and Similar Funds........................................ 61
                                                                      UOFL FOUNDATION, INC.
                                                                            2008-2009 BUDGET




                                    Budget Overview

As the University of Louisville continues to grow and progress toward its goal of becoming a
premier metropolitan research institution, it is critical that supplementary funding sources are
identified for vital ongoing activities such as undergraduate education, research, community
service, and fund-raising. The University of Louisville Foundation, Inc. is a key resource in
providing such additional resources to help the University reach its goals. For FY 2008-09, the
President is requesting the Foundation to provide approximately $118 million in operating
funds to various UofL programs. This represents an increase of $16 million, or 16%, over the
FY 2007-08 budget.


The University of Louisville Foundation, Inc. is a not-for-profit 501(c)(3) corporation that is
legally separate from the University of Louisville. It acts as a fund-raising organization to sup-
plement the resources that are available to the University in support of the University’s pro-
grams and, pursuant to Kentucky Revised Statute 42.540, acts as a “nonprofit fiduciary holding
funds for the benefit of the University of Louisville.” All gifts to the University, whether re-
stricted or unrestricted, are received, managed, and invested under the aegis of the Foundation.
A Board of Directors governs the Foundation and sets overall policy for Foundation fund-
raising, business operations, and management and use of funds. The Board is empowered to:


       •   Accept gifts and bequests for the University,
       •   Monitor and invest private funds,
       •   Hire and fire investment managers,
       •   Support fund-raising and special projects, and
       •   Provide enhancement funding for the University from unrestricted funds.




                                                 1
                                                                       UOFL FOUNDATION, INC.
                                                                             2008-2009 BUDGET


The fund-raising efforts of the University’s Office of Advancement are supported by the Foun-
dation. The proposed FY 2008-09 Foundation budget is the second year of a two-year plan to
fully base the development operating budget on a percentage of the total endowment’s market
value. This percentage is 1.5% of the previous three-years market value. Specifics of this fund-
ing approach are addressed in the “Fund-raising, Business Operations, and Other Unrestricted
Funds” section of this document.


Overall, the Foundation’s revenue is derived primarily from philanthropic gifts, grants and be-
quests, and investment earnings. For management purposes, Foundation resources are catego-
rized in three general classes: 1. “Fund-raising, Business Operations, and Other Unre-
stricted Funds,” 2. “Restricted Endowment Funds,” and 3. “Gift Funds.” Each of these
fund categories is addressed in a separate section of this document.


“Fund-raising, Foundation Business Operations, and Other Unrestricted Funds” are a dis-
tinct category of funds that is unrestricted in use and for which the University’s President rec-
ommends annual budgets. The President routinely includes provisions for projected fund-
raising expenses and other advancement activities, academic program enhancement, margin of
excellence initiatives, and the Foundation’s administrative expenses. The President routinely
prepares and submits his budget recommendation to the Foundation Board of Directors for ap-
proval prior to the start of each new fiscal year.


Restricted Endowment Funds are assets that donors have either permanently or temporarily
restricted as to purpose or use. Earnings from these funds, are budgeted to programs or schools
as recommended by the University’s Vice Presidents and Deans in accordance with the donor
restrictions.


Gift Funds are resources that donors have contributed for one-time use and may be either unre-
stricted or designated for a specific use. These funds are routinely budgeted to programs or
schools based on the donors’ specifications and recommendations of the University’s Vice-
Presidents and Deans.


                                                     2
                                                                                 UOFL FOUNDATION, INC.
                                                                                       2008-2009 BUDGET


For FY 2008-09, the proposed total operating budget for the University of Louisville Founda-
tion, Inc. is projected at $117,726,300. Funding composition from the three sources is shown
below in tabular form.
                                               UofL Foundation, Inc.
                                                  2008-09 Budget

                                        Category                                 Amount *      Percent

  Fund-raising, Foundation Business Operations, & Other Unrestricted Funds   $    14,438,900     12.3%
  Restricted Endowment Funds                                                      71,311,500     60.6%
  Gift Funds                                                                      31,975,900     27.2%

              Total                                                          $   117,726,300    100.0%

  * Amounts rounded to nearest 100




This graphical depiction of the Foundation Operating Budget composition shows Restricted En-
dowment Funds are approximately twice the amount of Gift Funds.


                                             Dollar Value of Funds by Category

              70,000,000

              60,000,000

              50,000,000
                                                                60.6%
     Budget




              40,000,000

              30,000,000

                                                                                     27.2%
              20,000,000

              10,000,000             12.3%

                      0
                           Fund-raising, Foundation   Restricted Endowment        Gift Funds
                            Business Operations, &            Funds
                           Other Unrestricted Funds




                                                            3
                                                                                                                      UOFL FOUNDATION, INC.
                                                                                                                            2008-2009 BUDGET


Expenditures for each of the three categories by function are summarized below:


                                                  Salaries and Wages                        Fringe        Current
                                   Faculty               Staff       Other                  Benefits      Expense            Scholarships        Total *

     Fund-raising,
       Foundation Business
       Operations, & Other
       Unrestricted Funds                     0       5,665,900           109,500           1,318,100      7,315,900              29,600         14,438,900

     Restricted
       Endowment Funds             6,745,400          2,653,200           523,900           2,154,000     52,387,100           6,848,000         71,311,500

     Gift Funds                    9,278,600          8,385,600           416,600           4,588,300      8,492,300             814,500         31,975,900

     TOTAL                       16,024,000          16,704,700         1,050,000           8,060,400     68,195,300           7,692,100        117,726,300

     * Amounts rounded to the nearest 100




The FY 2008-09 sources and uses of spendable revenue in each of the Foundation’s three pri-
mary categories are addressed more fully in the separate sections that follow. A five-year trend
of the Foundation’s budget is shown in the table and graph below.



                                                             Historical Budget Trends
                                                              2004-05             2005-06               2006-07              2007-08              2008-09
 Fund-Raising, Foundation Business
                                                                                                                                            3
      Operations, & Other Unrestricted Funds                  5,186,900           5,336,300              6,071,000           11,274,200          14,438,900
                                                                                                  1                                         4
 Restricted Endowment Funds                                  21,918,900          43,404,800             48,315,500           61,319,600          71,311,500
                                                                                                  2
 Gift Funds                                                   9,631,000          13,621,700             22,959,400       29,088,400              31,975,900
 TOTAL BUDGET                                                36,736,800          62,362,800             77,345,900      101,682,200             117,726,300

 1
     $18 million of this increase is budgeted carryover resulting from procedural change.
 2
     Increase is primarily the result of $4 million Brown Foundation gift to the School of Medicine’s James Graham Brown Cancer Center.
 3
     Increase is primarily the result of budgeting projected unspent FY 2006-07 year-end carryover funds.
 4
     Increase is the result of the growth in endowment and budgeting projected unspent FY 2006-07 year-end carryover funds




                                                                                     4
                                                                           UOFL FOUNDATION, INC.
                                                                                 2008-2009 BUDGET




                                 Five-Year Budget Analysis
          140,000,000
          120,000,000
          100,000,000
Dollars




           80,000,000
           60,000,000
           40,000,000
           20,000,000
                   0
                          2004-05         2005-06         2006-07        2007-08        2008-09
                                                         Fiscal Year

                  Gift Funds
                  Restricted Endowment Funds
                  Fund-Raising, Foundation Business Operations, & Other Unrestricted Funds




                                                     5
Fund-raising, Business
Operations, and Other
   Unrestricted Funds
                                                                                      UOFL FOUNDATION, INC.
                                                                                            2008-2009 BUDGET




                            Fund-raising, Business Operations,
                              and Other Unrestricted Funds

Background

This segment of the UofL Foundation Budget is used by the President to support three specific
initiatives – University fund-raising, the business operations of the Foundation, and other activi-
ties such as academic program enhancement and other margin of excellence initiatives. The
Office of the President is responsible for developing the proposed budgets for these activities in
concert with the respective colleges, schools, and divisions. This budget is now recommended
to the Foundation Board of Directors for approval.


Revenue

The sources of funds for this portion of the UofL Foundation budget consist of three items: un-
restricted endowment earnings, interest earnings on short-term investments, and 1½% of the
market value of the total endowment (calculated on both restricted and unrestricted endow-
ment). The following graph depicts these sources of revenue:


                                           SOURCES OF REVENUE

               12,000,000

               10,000,000

                8,000,000

                6,000,000
                                                                                      67.4%
                4,000,000

                2,000,000
                                                            19.6%
                                   13.0%
                       0
                             Unrestricted Endowment   Short-Term Investments   1 1/2 Percent from Total
                                     Earnings                                    Endowment Earnings




                                                          6
                                                                    UOFL FOUNDATION, INC.
                                                                          2008-2009 BUDGET


The largest source of funds in this category is a 1½% calculation of a three-year moving aver-
age of the total endowment market value. These funds are calculated using the total endowment
– both restricted and unrestricted – and are earmarked for the University’s fund-raising opera-
tions. This FY 2008-09 Foundation budget is the second year of a two-year plan to fully base
the development funding on a percentage of the total endowment’s market value. To accom-
plish this, the percentage calculation is raised one-quarter of a percent, from 1¼% to 1½%, for
fiscal year 2008-09. This item generates $9.7 million – an increase of $2.8 million over the FY
2007-08 budget. Concurrently, several other advancement programs totaling approximately
$200,000 previously funded by unrestricted earnings will now be supported by the 1½% distri-
bution. The net increase in funds available for FY 2008-09 Development Operations is approxi-
mately $2.6 million.


The second largest source of funds for the “Fund-raising, Business Operations, and Other Unre-
stricted Budget” is from the interest earnings on the Foundation’s short-term investments. This
source is projected to provide $2,831,400 for FY 2008-09. Thirty-six different revenue pro-
grams make up this category, which accounts for approximately 20% of the budget for the
Business Operation and Unrestricted revenue budget. These earnings are determined by the
Controller’s Office at the end of the previous calendar year and then forwarded to the Office of
Budget and Financial Planning for inclusion in the Foundation’s revenue budget. The short-
term investment income source is comprised of the following programs

                       Estimated Short-Term Investment Income
     Program                                                                     Earnings
     Number                               Program Name                           Amount

   X8020        FDN Cash Consolidation                                              487,500
   X8013        Bee-Holding Inc                                                      22,300
   X8014        Commonfund ST                                                       168,500
   X8016        Mt Carmel East Prof Off Bldg                                         18,600
   X8018        Lou Com Dev Bnk CD                                                    3,800
   X8018        Lou Com Dev Bnk CD                                                    3,800
   X8019        INVESCO Fixed Income                                                980,100
   X8022        Haman Family Partnership                                             71,300
   X8023        Progress Industrial Properties                                       40,400
   X8024        SIMBA USA LLC Project                                                36,700




                                                 7
                                                                      UOFL FOUNDATION, INC.
                                                                            2008-2009 BUDGET



   X8025         Parkway Business Plaza II LTD                                     21,200
   X8026         American Bridge Company                                            7,200
   X8027         WMMT LTD                                                          25,200
   X8030         West Point Market                                                 29,600
   X8035         KY Housing Corp Bond                                              48,600
   X8037         FHLB 3133XENK1F                                                   27,200
   X8038         FHLB EU23F                                                        51,900
   X8040         FHLMC 44X6F                                                       17,200
   X8041         Masonic Home                                                      61,600
   X8042         FHLB FJX5F                                                        50,400
   X8043         FHLB G3E2F                                                        27,000
   X8044         FHLB EZP7F                                                        50,000
   X8045         FNMA MU43F                                                        27,000
   X8046         FFCB VU61F                                                        45,100
   X8047         FHLB GEQ3F                                                        52,500
   X8048         FHLB JX39F                                                        45,000
   X8049         FHLB JQP6F                                                        51,300
   X8050         FNMA 5LW9F                                                        50,000
   X8051         FHLB XJUS5F                                                       67,500
   X8052         FHLB XFLE4                                                        53,100
   X8053         Ohio State Housing Bonds                                          49,700
   X8054         OH State Housing Bond                                             37,200
   X8056         Halton Group Americans Inc                                        25,000
   X8057         FHLB XNJQ3 (Callable 080610)                                      25,300
   X8058         FHLB NVY2F (Callable 081007)                                      20,200
   X8059         FHLB 28944 (Callable 7/29/08)                                     26,800
   X8060         MI Higher Ed FACS Auth                                             5,600
                 TOTAL                                                           2,831,400




Earnings on short-term investments increased approximately $127,100 from FY 2007-08. This
increase is the result of additional cash to invest short-term.


The final source of funds is from earnings on the unrestricted endowment—estimated to be
$1,873,400 for FY 2008-09. There are currently eleven unrestricted endowments designated for
basic, but unspecified, institutional support, detailed as follows:




                                                   8
                                                                                                            UOFL FOUNDATION, INC.
                                                                                                                  2008-2009 BUDGET

                                       Unrestricted Endowment Budgets
                                                                                                                   Calculated
                                                                                                                    Earnings
                                   Endowment Name                                                                   2008-09
          Belle Thomas Pirtle Memorial Fund                                                                               8,200
          Sue F. McGowan Endowment Fund (A & B) *                                                                        23,200
          Marion S. D. Belknap Estate                                                                                    19,600
          Fred C. Koster Estate Fund                                                                                     18,200
          C.R. Gardiner Fund                                                                                            106,200
          Mary M. Stevenson Fund                                                                                         40,700
          Ford Foundation Basic Salary Grant                                                                            164,200
          General Endowment Fund                                                                                        758,400
          O.H. Irvine Fund *                                                                                              9,900
          KY Seed Fund                                                                                                    3,100
          President's Reserve Fund                                                                                      222,100
          President's Venture Fund                                                                                      499,600
          TOTAL                                                                                                       1,873,400
          * Endowments held outside the University estimated July 1 balance

Expenditures

Driven by the projected revenues described on the previous pages, the expenditure budget was
developed by President James R. Ramsey for the Foundation Board of Directors’ consideration.
The FY 2008-09 recommended expenditure budget consists of many ongoing programs funded
annually on a year-to-year basis. Expenditures in the unrestricted budget cover a wide spectrum
of programs that positively impact the University community as well as the entire Louisville
metropolitan area. The following figure depicts these expenditures graphically:

                                BUSINESS OPERATIONS AND DISCRETIONARY EXPENDITURES


                                               Student Service Programs
                                                          2%                  Academic Programs
                                                                                     1%           Unrestricted/Unallocated
                                      Misc. Foundation Exp.                                               Reserve
                                               5%                                                           10%
                                                                                                                        Public
                   Foundation Administration                                                                   Information/Community
                              9%                                                                                      Relations
                                                                                                                         3%




                                                                   Advancement Operations
                                                                           70%




                                                                          9
                                                                           UOFL FOUNDATION, INC.
                                                                                 2008-2009 BUDGET


Fund-raising

This is the second year of a two-year plan to fully base the development fund-raising budget on
a percentage of the total endowment’s market value. For FY 2008-09, the percentage calcula-
tion is raised one-quarter of one percent to 1½ % of the three-year moving average of total en-
dowment market value. The resulting calculated development fund-raising budget of $9.7 mil-
lion represents a $2.8 million increase over the FY 2007-08 budget.


The additional funds are held in a reserve, and available to be drawn down by the Vice Presi-
dent for Advancement on a quarterly, as needed, basis. This new funding will be used to recruit
additional fund-raising professionals who will focus on:

       •   Increasing endowment growth,
       •   Increasing philanthropic support to the schools and colleges,
       •   Providing staffing for University and Presidential fund-raising priorities.

Below is an overview of the use of Advancement funds in FY 2008-09.

                                          Current Advancement Operations

           Salaries and Fringe Benefits                                              5,315,300

           Operating Expenses:
                  Advancement Stadium Suite                                100,000
                  Vice President for Advancement                            85,000
                  Belknap Development Operations                           255,000
                  Library Fund-raising                                      20,000
                  Advancement Services                                     145,000
                  Advancement Technology                                    90,000
                  Annual Fund                                              215,000
                  Donor Relations/Research                                  30,000
                  Government Relations                                      35,000
                  Health Sciences Development                              170,000
           Total Operating Expenses                                                  1,145,000
      Total Current Development Operations                                           6,460,300

      New Development Positions/Operating:
                July 1, 2008                                               818,450
                October 1, 2008                                            818,450
                January 1, 2009                                            818,450
                April 1, 2009                                              818,450
                                                                                     3,273,800
      Total Use of Additional Endowment Earnings                                     9,734,100




                                                        10
                                                                       UOFL FOUNDATION, INC.
                                                                             2008-2009 BUDGET


It is also important to note that this request will represent the total amount of funding for fund-
raising expenses for the year. There will be no need, as in prior years, for support beyond those
funds generated by the 1½%.


Foundation Business Operations

Each year, a portion of this budget is recommended to cover the business operations of the
Foundation. This year, $301,000 is allocated to fund University employees conducting business
for the Foundation. This is a slight increase from FY 2007-08 and reflects adjustments to em-
ployees’ salaries and fringe benefits. In addition to this amount, $37,300 is allocated to cover
the Foundation’s external audit expenses. The Foundation will continue to utilize BKD, LLP as
its external audit firm. This budget includes $49,500 for general and casualty insurance for the
Foundation property, and $75,000 for Foundation legal expenses. Finally, $158,800 is ear-
marked for the maintenance and operation expenses associated with Foundation-owned build-
ings. These facilities include Amelia Place, Humana Gym, and Stoddard Johnson School.


Other Unrestricted Funds

In addition to supporting the Office for University Advancement and fund-raising initiatives,
this budget also includes funds to support other activities such as academic program enhance-
ment and other margin of excellence initiatives.


To promote the University of Louisville and its programs, several important Public Information
and Community Relations initiatives are funded through the unrestricted budget again this year.
The largest component of this section of the budget is the Office of Special Events. This office
is responsible for coordinating all entertainment and promotional activities by the Office of the
President throughout the year. These activities continue to provide valuable fund-raising and
public relations opportunities for the University.




                                                   11
                                                                        UOFL FOUNDATION, INC.
                                                                              2008-2009 BUDGET


This budget separately allocates $100,000 to Other Unrestricted Funds to reflect continued
sponsorship by the Foundation of the Kentucky Author Forum. Previously the sponsorship was
funded through the special events budget category. The Kentucky Author Forum brings nation-
ally renowned individuals to Louisville to discuss their work.


For FY 2008-09, $25,000 is budgeted to restore funding for the “Accolade Program.” Sup-
ported by Other Unrestricted Funds in prior years, the Accolade Program supplements and en-
hances the University’s student recruiting efforts.


Various instructional and academic programs are supported through the Unrestricted budget.
For example, the Foundation will continue to support the Urban Design Studio at $50,000 annu-
ally. This program is a joint effort between the University of Louisville, the University of Ken-
tucky and the Louisville Metro Development Authority. The program provides students hands-
on experience with addressing urban design issues in the greater Louisville metropolitan area.


In addition to the Urban Design Studio, the Foundation will again enhance support for Univer-
sity faculty by funding the faculty excellence awards for distinguished faculty for their aca-
demic service at UofL. Also, funds are once again allocated for foreign travel for selected fac-
ulty interested in studying in their field outside the United States.


The Foundation will also support the Hallmark Scholars Program in FY 2008-09. This is a
highly successful undergraduate scholarship program created in 2002 designed to halt Ken-
tucky’s “brain drain” and improve the state’s economy. The program offers highly competitive
scholarship packages to the state’s brightest high school seniors as an incentive for them to re-
main in Kentucky and attend the University of Louisville. A fund-raising plan is now in place to
provide the required resources to support this scholarship program in the future.




                                                  12
                                                                          UOFL FOUNDATION, INC.
                                                                                2008-2009 BUDGET


Another scholarship program supported by Foundation unrestricted funds is the Presidential
Scholarship Programs. Because this scholarship program has been extremely successful in at-
tracting high quality students to the University, an additional $70,000 is allocated to the pro-
gram for FY 2008-09. The total budget for this program will be $170,000.




             Fund-raising, Business Operations, and Other Unrestricted Funds
                     Summary of Proposed Income and Expenditures

                                                                     2008-09
                                                       2007-08       Proposed           Change
                                                       Budget         Budget       Amount      Percent



I. REVENUE

    Unrestricted Endowment Earnings                     1,656,200     1,873,400      217,200     13.1%
    1 1/2% Distribution from Endowment Earnings         6,913,700     9,734,100    2,820,400     40.8%
    Earnings on Short-Term Investments                  2,704,300     2,831,400      127,100      4.7%
            TOTAL INCOME                               11,274,200    14,438,900    3,164,700     28.1%

II. EXPENDITURES

    Advancement Activities                               7,053,600     9,734,100   2,680,500     38.0%
    Foundation Business Operations                       2,470,000     2,792,000     322,000     13.0%
    Other Unrestricted Funds                             1,750,600     1,912,800     162,200      9.3%
           TOTAL EXPENDITURES                          11,274,200    14,438,900    3,164,700     28.1%




                                                  13
                                                                                                                  UOFL FOUNDATION, INC.
                                                                                                                        2008-2009 BUDGET


                    Fund-raising, Business Operations, and Other Unrestricted Funds
                                    Expenditure Budget Comparison
                                                                                                         2008-09
                                                                                    2007-08              Proposed                   Change
                                                                                    Budget                Budget               Amount      Percent
I. EXPENDITURES
    A. FUND-RAISING
                                                   1
        Development Office Fund-raising Activities                                     5,916,400             7,278,750          1,362,350      23.0%
        One-time Costs (Strategic Planning, Consulting & Branding)                       453,400                     0           (453,400)   -100.0%
        Funding Requirements - October 1                                                 348,800               818,450            469,650     134.6%
        Funding Requirements - January 1                                                 232,500               818,450            585,950     252.0%
        Funding Requirements - April 1                                                   102,500               818,450            715,950     698.5%
                SUBTOTAL                                                               7,053,600             9,734,100          2,680,500      38.0%
    B. FOUNDATION BUSINESS OPERATIONS
    U00Foundation Administration                                                         298,300               301,000             2,700       0.9%
    U00Legal Fees & Expense                                                               50,000                75,000            25,000      50.0%
    U10Foundation Audit                                                                   32,000                37,300             5,300      16.6%
    U10Foundation Buildings M&O                                                          102,500               109,000             6,500       6.3%
    U00Amelia Place M&O                                                                   49,800                49,800                 0       0.0%
    U00Foundation Insurance                                                               49,500                49,500                 0       0.0%
    U01Reserve Fund                                                                    1,887,900             2,170,400           282,500      15.0%
                SUBTOTAL                                                               2,470,000            2,792,000            322,000      13.0%
    C. OTHER UNRESTRICTED FUNDS
    U01Library Fund-raising                                                              390,600               392,000             1,400        0.4%
    U02Special Events                                                                    334,500               337,200             2,700        0.8%
    U00Kentucky Author Forum                                                                   0               100,000           100,000          n/a
    U00Community Events                                                                   17,000                17,000                 0        0.0%
    U01Presidential Functions (Excluding Special Events)                                  10,000                10,000                 0        0.0%
    U00Community Partnerships                                                             10,000                10,000                 0        0.0%
    U01Urban Design Studio                                                                50,000                50,000                 0        0.0%
    U00Foreign Travel for Faculty                                                         25,000                25,000                 0        0.0%
    U00Faculty Exchange/Foreign Graduate Students                                         15,000                15,000                 0        0.0%
    U00Accolade                                                                                0                25,000            25,000          n/a
    U00Faculty Excellence Awards                                                          10,000                10,000                 0        0.0%
    U00Provost Contingency                                                                27,100                27,100                 0        0.0%
    U00Presidential Scholarships                                                         100,000               170,000            70,000       70.0%
    U10Hallmark Scholarships                                                              29,600                29,600                 0        0.0%
    U00President's Expenses                                                               25,000                25,000                 0        0.0%
    U00VP/Dean Contingency                                                                52,100                15,000           (37,100)     -71.2%
    U00Community Memberships/GLI                                                          45,000                45,000                 0        0.0%
    U00Board of Trustees/Overseers/Foundation Board Expense                               30,000                30,000                 0        0.0%
    U10Executive V. P. Research Discretionary                                             10,000                10,000                 0        0.0%
    U00Metro United Way                                                                   12,900                13,100               200        1.6%
    U10Commonwealth Group Capital Link                                                   150,000               150,000                 0        0.0%
    U01Stadium-Arena Suites                                                              406,800               406,800                 0        0.0%
                SUBTOTAL                                                               1,750,600            1,912,800            162,200        9.3%


    TOTAL FOUNDATION BUDGET                                                          11,274,200             14,438,900          3,164,700     28.1%


1
    Funding from increase in endowment spending policy, calculated on restricted and unrestricted endowment funds. For FY08,
    amount is 1 1/4% phased-in over the fiscal year. For FY09, amount is 1 1/2%.




                                                                               14
                                                                                      UOFL FOUNDATION, INC.
                                                                                            2008-2009 BUDGET


        2008-2009 Fund-raising, Business Operations, and Other Unrestricted Funds
                           Budget Detail (by Responsible Unit)
                                        Salaries and Wages       Fringe          Current
                                        Staff        Other       Benefits        Expense    Scholarships    Total
College of Arts & Sciences
U0Urban Design Studio                                                             50,000                     50,000
Arts & Sciences Total                           0            0              0     50,000               0     50,000

University President
U0BOT/BOO/Affiliated Corps                                                         30,000                     30,000
U1Commonwealth Group Capital Link                                                 150,000                    150,000
U0Community Events                                                                 17,000                     17,000
U0Community Memberships/GLI                                                        45,000                     45,000
U0Community Partnerships                                                           10,000                     10,000
U0Kentucky Author Forum                                                           100,000                    100,000
U0Metro United Way                        7,964                     2,610           2,526                     13,100
U0Presidential Events/Functions                                                    10,000                     10,000
U0Presidential Scholarships                                                       170,000                    170,000
U0President's Expenses                                                             25,000                     25,000
U0Reserve Fund                                                                  2,170,400                  2,170,400
U0Special Events                        120,477       9,450       34,972          172,301                    337,200
U0Stadium-Arena Suites                                                            406,800                    406,800
President Total                         128,441       9,450       37,582        3,309,027              0   3,484,500

University Provost
U0Accolade                                                                        25,000                     25,000
U0Faculty Excellence Awards                                                       10,000                     10,000
U0Faculty Exchange                                                                15,000                     15,000
U0Foreign Travel For Faculty                                                      25,000                     25,000
U1Hallmark Scholarship                                                                          29,600       29,600
U0Legal Fees & Expense                                                            75,000                     75,000
U0Provost Contingency                    10,000                     1,688         15,412                     27,100
U0VP/Dean Contingency                                                             15,000                     15,000
Provost Total                            10,000              0      1,688        180,412        29,600      221,700

Executive Vice President for Research
U1Exec VP Research Discretionary                                                  10,000                     10,000
Research Total                                  0            0              0     10,000               0     10,000

Vice President for Business Affairs
U0Amelia Place M&O                                                                49,800                     49,800
U1Foundation Buildings M&O                                                       109,000                    109,000
U0Foundation Insurance                                                            49,500                     49,500
Business Affairs Total                          0            0              0    208,300               0    208,300

Vice President for Finance
U0Foundation Administration             223,908                   51,412          25,680                    301,000
U1Foundation Audit                                                                37,300                     37,300
Finance Total                           223,908              0    51,412          62,980               0    338,300




                                                        15
                                                                             UOFL FOUNDATION, INC.
                                                                                   2008-2009 BUDGET


       2008-2009 Fund-raising, Business Operations, and Other Unrestricted Funds
                          Budget Detail (by Responsible Unit)
                                      Salaries and Wages    Fringe      Current
                                       Staff       Other    Benefits    Expense    Scholarships     Total

Vice President for University Advancement
U0VP Advancement Administration      4,358,488   100,000   1,001,977     216,235                   5,676,700
U1Advancement Services                                                   145,000                     145,000
U0Advancement Stadium Suite                                              100,000                     100,000
U1Advancement Technology                                                  90,000                      90,000
U0Alumn Office Operations                                                 70,000                      70,000
U0Alumni Clubs                                                            15,000                      15,000
U1Annual Fund                                                            215,000                     215,000
U0Belknap Development.                                                   255,000                     255,000
U1Development Operations Reserve                                       2,820,400                   2,820,400
U1Donor Relations                                                         30,000                      30,000
U1Government Relations                                                    35,000                      35,000
U1Health Sciences Development                                            170,000                     170,000
U0Library Fund-raising                 338,700                53,300      20,000                     412,000
U0State of Affairs Program               2,244                   178       7,578                      10,000
U0University Communications              1,000                    79      80,921                      82,000
University Advancement Total         4,700,432   100,000   1,055,534   4,270,134              0   10,126,100

TOTAL FUND-RAISING, BUSINESS
OPERATIONS, AND OTHER
UNRESTRICTED FUNDS                   5,062,781   109,450   1,146,216   8,090,853       29,600     14,438,900




                                                      16
                                                                                  UOFL FOUNDATION, INC.
                                                                                        2008-2009 BUDGET


                 Fund-raising, Business Operations, and Other Unrestricted Funds
                                    Five-Year Budget Analysis
                                          (by Program)



                                                             2004-05 through 2008-09

                                          2004-05     2005-06        2006-07          2007-08     2008-09

Program Enhancement

University Advancement                    3,191,200   3,302,900       3,994,200       7,481,300   10,126,100
Public Information/ Community Relations     356,100     359,600         364,100         371,500      474,200
Academic Programs                           100,000     100,000         100,000         100,000      100,000
Student Services                            122,900      99,600          78,800         129,600      224,600

 SUBTOTAL                                 3,770,200   3,862,100       4,537,100       8,082,400   10,924,900


Foundation Administration                   541,600     623,000        558,900         532,300      571,800

General Operations

VP/Deans Contingency Funds                   56,500      44,300         35,000          52,100       52,100
Board of Trustees/Directors                  30,000      30,000         30,000          30,000       30,000
Other Operational Support                   788,600     732,800        657,600         689,500      689,700

 SUBTOTAL                                   875,100     807,100        722,600         771,600      771,800

Budgeted Reserves

Budget Reserve                                   0         44,100      252,400        1,887,900    2,170,400

 SUBTOTAL                                        0         44,100      252,400        1,887,900    2,170,400

Total Budget                              5,186,900   5,336,300       6,071,000      11,274,200   14,438,900




                                                      17
                                                                                               UOFL FOUNDATION, INC.
                                                                                                     2008-2009 BUDGET


                                               Unrestricted Funds
                                            Five-Year Budget Analysis
                                                2004-05 through 2008-09




              14,000,000
                                                                                                           2,170,400

                                                                                                            771,800
              12,000,000                                                                                    571,800
                                                                                        1,887,900           798,800

              10,000,000
                                                                                         771,600
                                                                                         532,300
                                                                                         601,100
               8,000,000
    Dollars




                                                                           252,400

               6,000,000                    0             44,100
                                                                          722,600
                                                    807,100                                               10,126,100
                                   875,100                                558,900
                                   541,600          623,000               542,900
                                                                                        7,481,300
               4,000,000           579,000          559,200


                                                                         3,994,200
                                  3,191,200        3,302,900
               2,000,000


                        0
                                2004-05          2005-06            2006-07           2007-08           2008-09
                 Fund-raising                      Other Program Enhancements          Foundation Administratioin
                 General Operations                Budgeted Reserves




                                        2008-09 Unrestricted Discretionary Funds
                                                   Historic Analysis
                                                2004-05            2005-06           2006-07          2007-08          2008-09

College of Arts and Sciences                              0                     0         50,000           50,000           50,000
College of Business                                  50,000                50,000              0                0                0
Vice President for Business Affairs                 112,400               118,100        142,400          201,800          208,300
Vice President for External Affairs                  16,500                10,000         10,000                0                0
Vice President for Finance                          384,900               499,000        366,500          345,300          338,300
University President                              1,214,700             1,162,400      1,394,100        3,029,100        3,484,500
University Provost                                  182,900               159,600        113,800          156,700          221,700
Vice President for Student Affairs                   25,000                25,000              0                0                0
Executive Vice President for Research                     0                     0              0           10,000           10,000
Vice President for University Advancement         3,200,500             3,312,200      3,994,200        7,481,300       10,126,100

                                                  5,186,900             5,336,300      6,071,000       11,274,200       14,438,900




                                                                   18
      Restricted
Endowment Funds
                                                                          UOFL FOUNDATION, INC.
                                                                                2008-2009 BUDGET




                            Restricted Endowment Funds

Background

Endowment Funds can be either true or quasi-endowments. True endowments are funds do-
nated to the University with the stipulation that the gift’s principal cannot be spent, but must be
held inviolate and invested for the purpose of producing income. The income may then be allo-
cated to program expenditures or reinvested with the principal. Quasi-endowment funds func-
tion like true endowments but are established by approval of a governing board. For purposes of
this budget document, both of these funds will be termed “endowment.”


Restricted Endowment Funds held by the Foundation participate in the combined endowment
pool where all funds are co-mingled and invested through external money managers. Beginning
July 1, 1997, a policy instituted stipulates that a gift, either restricted or unrestricted, must be at
least $10,000 to be classified as an endowment and participate in the combined endowment
pool.


In addition, a small number of donors have placed their endowment principal with a third party
money manager. This group of accounts is termed the “University of Louisville Trust.” All or
part of this income comes to the Foundation as an annual distribution. The earnings from these
funds are included within this proposed budget. The Foundation, however, has no management
control over the principal of these funds.


The University’s endowment grew substantially with the influx of new funds associated with
the three rounds of the Commonwealth’s “Bucks for Brains” program. In total, this innovative
program added an additional $200 million to the University’s endowment during rounds one,




                                                   19
                                                                      UOFL FOUNDATION, INC.
                                                                            2008-2009 BUDGET


two and three from the private sector ($100 million) and the State match ($100 million). Over-
all, the “Bucks for Brains” and the “Bonds for Brains” programs were an unqualified success
for the University. UofL uses the funding from this program to bring internationally known
faculty to the Commonwealth, who ultimately will improve the quality of life for all Kentucky
residents.


Revenue

Pursuant to the Foundation’s spending policy, expendable funds for each endowment are calcu-
lated using a simple formula. This formula allows the University to budget and expend 5.5% of
the three-year rolling average of the endowment portfolio’s market value as of December 31st
for the three previous calendar years. Unexpended funds carried over from prior years may be
used for one-time, non-recurring expenditures or may be reinvested. While all endowment
funds are carefully monitored for adherence to financial policy, Vice Presidents and Deans are
often required to submit stewardship reports to ensure that the endowment earnings are used to
meet the donors’ intended purposes.


Expenditures

Projected expenditure budgets from endowments are “program budgeted” each year. Deans and
Vice Presidents are responsible for preparing line item budgets for each endowment within their
college, school, or division. In turn, the Office of Budget and Financial Planning coordinates
the budgeting process and ensures the recommended budgets are realistic, financially sound,
and adhere to policy. For example, the Foundation’s budget policy requires that no more than
80% of calculated earnings be budgeted for continuing annual obligations including salaries,
wages, and fringe benefits. A copy of the policy is included in the “Support Materials” section
of this document. Finally, the Foundation Board of Directors receives the proposed budget
from the University President, reviews it, and takes action at the June meeting.


Colleges and schools also have the option to budget accumulated year-end fund balances during




                                                20
                                                                     UOFL FOUNDATION, INC.
                                                                           2008-2009 BUDGET

the budget preparation process. This provides greater flexibility in utilizing endowed resources
and a more realistic annual budget projection. For FY 2008-09, approximately $35 million is
budgeted in projected accumulated year-end carryover balances.


The following schedules show the recommended FY 2008-09 budgets for the various endow-
ment and quasi-endowment accounts. The University Controller’s Office prepared the estimate
of expendable dollars based on the Board-approved 5.5% spending policy. The Vice Presidents
and Deans of UofL’s various colleges, schools, and unit divisions prepared the operating budget
recommendation using this information. The Office of Budget and Financial Planning coordi-
nated the process and then carefully reviewed the budgets to ensure that they conform to en-
dowment policies and any restrictions imposed by the donor.




                                               21
                                                                                                   UOFL FOUNDATION, INC.
                                                                                                         2008-2009 BUDGET


                                            Restricted Endowment Funds
                                                  Budget Summary
                                                (by Responsible Unit)

                                                    Salaries and Wages             Fringe         Current
                                              Faculty        Staff     Other       Benefits       Expense      Scholarships    Total

College of Arts & Sciences                     523,511     138,361     133,977      233,877        3,879,072      1,053,498    5,962,296

College of Business                            629,875     104,305             0    132,669        3,746,726        300,496    4,914,071

School of Dentistry                             64,328           0             0     11,628         402,751          37,344     516,051

College of Education/Human Development          41,280           0             0       8,189       1,181,190        178,857    1,409,516

Graduate School                                      0           0             0              0         545              11         556

Kent School of Social Work                           0           0             0              0      71,749          42,128     113,877

Brandeis School of Law                         483,410     115,817             0    143,252        2,186,975        389,453    3,318,907

University Libraries                           103,758       8,680             0     26,569        1,078,888              0    1,217,895

School of Medicine                            3,934,022   1,421,045    241,012     1,196,887      26,857,294      2,058,093   35,708,353

School of Music                                 53,518      21,640      31,500       27,121         272,574         436,705     843,058

School of Nursing                               53,115      12,531             0     12,611         154,435          44,692     277,384

School of Public Health                              0           0             0              0        5,309              0       5,309

J. B. Speed School of Engineering              843,553     633,872      61,000      290,362        8,441,517        891,930   11,162,234

University President                                 0           0             0              0     329,600               0     329,600

University Provost                              15,000     196,900      55,000       70,752        2,865,468      1,320,833    4,523,953

Executive Vice President for Research                0           0             0              0      17,055               0      17,055

Vice President for Business Affairs                  0           0             0              0     287,220               0     287,220

Vice President for Student Affairs                   0           0             0              0        7,760         20,151      27,911

Vice President for University Advancement            0           0       1,400          111         600,942          73,785     676,238

TOTAL ENDOWMENTS                              6,745,370   2,653,151    523,889     2,154,028      52,387,070      6,847,976   71,311,484




                                                                  22
                                                                                            UOFL FOUNDATION, INC.
                                                                                                  2008-2009 BUDGET

                                      2008-2009 Restricted Endowment Funds
                                                  Budget Detail
                                              (by Responsible Unit)
                                                    Salaries and Wages          Fringe      Current
                                              Faculty        Staff     Other    Benefits    Expense      Scholarships   Total
College of Arts & Sciences
E0587    1961 A & S Class Gift                                                                   761                        761
E1600    5Th/3Rd Bnk Prof In Com State           9,437                              8,145      (2,689)                    14,893
E1531    A & S Professorship-State              40,687                            10,764       82,876                    134,327
E1002    Allen E F Scholars                                                                     2,313             907      3,220
E0352    Anthr Student Travel Fund                                                                              2,290      2,290
E0645    Arts & Sciences Endowment                          24,837                  9,438      33,661                     67,936
E1525    Audre Lorde Endowed Chair              49,310                            11,490       72,494                    133,294
E0415    Axton Reading Fund                                                                    22,853                     22,853
E0404    B Plattus Award                                                                        1,111                      1,111
E0225    Baker, J&E Astonomy                                                                    8,314                      8,314
E0282    Barber Richard Endowment                                                               2,103                      2,103
E0036    Beechmont Award                                                                        2,907                      2,907
E0087    Bennett Scholarship                                                                     567              698      1,265
E0248    Bickel,Robert J Fund                                                                   3,104           5,024      8,128
E0504    Bloch C L Md Fund                                                                     20,214                     20,214
E1238    Bloch RCTF                                                                            23,130                     23,130
E0402    Bolus End Scholar Fund                                                                 2,324           1,431      3,755
E0365    Bonnie Acad Dev Endowment              10,557       1,073                  1,242      51,542                     64,414
E0114    Brookover, Mary Award                                                                   619                        619
E0214    Brown Foundation Biology                                       8,300       1,432      50,276                     60,008
E1608    Bullitt Christian Photo Fund                                                           1,567                      1,567
E0500    Bullitt Fund                                                                           1,205           1,273      2,478
E1007    Bullitt Scholars-A&S                                                                    438            4,473      4,911
E0509    Bullitt Scholarship                                                                    5,895           4,387     10,282
E0847    Bullitt, Wm Memorial                                                                   2,848                      2,848
E0478    C K Maddox Prize                                                                       1,051                      1,051
E1663    Center For Asian Dem-State                         30,700     12,000     15,635      263,570           7,633    329,538
E1630    Chair In Judaic Studie E State                                                        32,629                     32,629
E1604    Chair In Judaic Studies Endow                                                         10,479                     10,479
E1571    Christian Scholarship Fund                                                             2,075           6,123      8,198
E0147    Cornett Entomological                                                                                                  0
E7807    Cornett Entomological                                                                  1,780                      1,780
E0294    Craik Mb Scholarship Fund                                                              1,690          15,177     16,867
E1298    Cressman Fellow KY                                                                     6,331          41,545     47,876
E1261    Cressman Scholars                                                                      7,800          30,135     37,935
E0813    Ctr Excell Fine Arts                                                                   5,996                      5,996
E0861    Dale Memorial Reinvestment                                                              605                        605
E0084    Dale, W.Pratt Jr. Memorial                                                             8,511                      8,511
E1614    David&Betty Jones Scholars                                                            12,171         127,015    139,186
E0387    De Marzo-Farley Award                                                                  6,150           5,193     11,343
E1282    Dolan Family Sch-Theatre Arts                                                          6,532           2,081      8,613
E1533    Dr. Arno F. Spatola Fellowship                                                           41            6,112      6,153
E0944    Driskell Write Fund                                                                    3,802             798      4,600
E0653    Eskind Gift Sociolgy                                                                   9,549                      9,549
E1516    Essleburn Endowed Scholarships                                                         1,593           1,258      2,851
E1416    Etscorn Scholars Fund                                                                   170           28,078     28,248
E0050    F. Zorn Scholarship                                                                    1,266           2,008      3,274
E0321    Fine Arts Exhibit Fund                                                                 4,261                      4,261




                                                               23
                                                                                           UOFL FOUNDATION, INC.
                                                                                                 2008-2009 BUDGET

                                               Salaries and Wages            Fringe       Current
                                         Faculty        Staff     Other      Benefits     Expense       Scholarships    Total
E0340   Fink Mary Jo Fund                                                                      4,000            6,316     10,316
E0184   Fritsch, K Scholarship                                                                      2           1,815      1,817
E0439   Furnish/Conwel Award                                                                   5,471                       5,471
E0933   Gen Sys Science Foundation                                                             4,846                       4,846
E0249   Glaser,Donald J Fund                                                                   5,515                       5,515
E0385   Goldstein, Joel Memorial                                                               8,155                       8,155
E0456   Grady Nutt Award                                                                       2,653                       2,653
E1468   Grawemeyer Adm/Psychology              5,039       9,020                 11,236        9,705                      35,000
E1467   Grawemeyer Adm/World Order             5,000     13,755                  11,643        4,602                      35,000
E0268   Hadley Ma Scholars                                                                                      8,227      8,227
E0633   Haly, Brennan Lecture                                                                   751                             751
E0631   Hamilton Sch/Am History                                                                 479             2,809      3,288
E0550   Hardin Fellowship                                            5,849        1,364        1,136                       8,349
E0511   Hardin Grad Fellow                                           5,093        1,276        9,345                      15,714
E0164   Hendershot Scholars                                                                   35,497           29,431     64,928
E1504   History Department Travel Fund                                                         2,795                       2,795
E1189   Hite Fund Reinvestment                                                                                 42,260     42,260
E0076   Hite, Allen R. Fund                  15,000      22,139     53,788       22,070      530,097          174,778    817,872
E0610   Horner Bird Sanctuary                                        3,410          588       18,975                      22,973
E0085   Hughes, Ernest Fund                                                                    3,090                       3,090
E0194   Hugo Taustine Scholars                                                                 4,556            1,894      6,450
E0785   Humana Scholars A&S                                                                    5,671             933       6,604
E0713   Humanities Endowment                                                                  11,297                      11,297
E0105   Humanities Professorship             31,635                              10,006       48,107                      89,748
E0033   Humphrey Fellowship                                                                   77,440                      77,440
E0841   ICSPS Scholarship Act                                                                  5,577             833       6,410
E1495   J A Dillon Fellow In Phys RCTF                                                        83,452           20,011    103,463
E1417   Jacob Schmidlapp Trust                 6,741                              1,637        6,449                      14,827
E1451   John Dillon Jr. Physics Endow                                                         52,979                      52,979
E0113   Kesselman Award                                                                        2,496                       2,496
E1429   KHC Professorship                                                                     16,786                      16,786
E0298   Klotter John C Endowment                                                              10,983            5,938     16,921
E0182   Klotter Visit Lecture                                                                  6,822                       6,822
E1543   L Pedigo Scholarship Fund/Math                                                          560             1,940      2,500
E0940   Latin America Fund                                                                     2,368                       2,368
E0073   Lebre, V Prize                                                                          681                             681
E0445   Lenny Lyles Scholars                                                                   8,696            2,552     11,248
E1030   Lesch Maintenance Endowment                                                           10,153                      10,153
E0303   Lewis Education Fund                                                                  16,273                      16,273
E0398   Lewis Fund/Lat America                                                                 8,736            9,392     18,128
E1643   Liberal St.-Disting.Scholars                                                          42,646                      42,646
E0022   Lions Club Prize Fund                                                                  6,000            1,129      7,129
E0885   Louise P Weiller End                                         7,000          552        9,184                      16,736
E0082   Lovell Award Fund                                                                      1,109                       1,109
E0522   Lutz F V Fund                                                                          1,559                       1,559
E1517   Lyons Brown Foundation                                                                 2,383                       2,383
E1636   Marjory H & George H Yater                                                             6,739                       6,739
E0034   Martin, Boyd Award                                                                     7,092                       7,092
E0378   Mass Aid Fund                                                                           858             1,172      2,030
E0391   Minx Auerbach Lecturship Fund                                                         11,305                      11,305
E0154   Mod Language Endowment                                                                13,915                      13,915
E0557   Morgan Fred Bw/Eques                 60,000      16,341      1,000       19,145      145,279                     241,765
E0598   Morris Belknap Bequest                                                                26,684                      26,684
E0190   Morton, Tb Profesorship              95,239                  4,500       22,353      261,924                     384,016




                                                             24
                                                                                           UOFL FOUNDATION, INC.
                                                                                                 2008-2009 BUDGET

                                               Salaries and Wages            Fringe       Current
                                         Faculty        Staff     Other      Benefits     Expense        Scholarships    Total
E1559   N. Jordan Scholarship Fund                                                             5,264             5,922     11,186
E1562   N.L. Bullitt Lect Sculp Fund                                                           1,578                        1,578
E0355   Naamani Lecture Fund                                                                  11,734                       11,734
E0905   Nay, Mary S Scholars                                                                        33           5,410      5,443
E0544   Nichols Fellow-State                                         6,750        1,469        7,185                       15,404
E0662   Norton Gift Fine Art                                                                  15,519                       15,519
E1561   OHP PAS Chair-State                  41,346                              10,821       38,895                       91,062
E0270   Olorunsola Scholars                                                                    4,349                        4,349
E0141   O'Sullivan, E Scholars                                                                11,688                       11,688
E0123   O'Sullivan, J Assist                                        11,287        2,849        9,689            15,439     39,264
E0255   Overseers Honors Program                                                                     1          53,718     53,719
E1428   Overseers Scholars Dev. Prog                                                                            25,647     25,647
E1293   Palmer David Memorial Scholars                                                         3,439             1,009      4,448
E0371   Pardue Leonard G Fnd                                                                    559              1,165      1,724
E1606   Paul Weber Chair                                                                       5,582                        5,582
E0373   Payton Don Fund                                                                        5,016            14,079     19,095
E0120   Petty C Scholarship                                                                    3,105             3,457      6,562
E0499   Portugal Program                                            15,000        8,611      139,962             5,400    168,973
E0216   Psychology Memorial Fund                                                               9,964                        9,964
E0700   QFE-Arts & Sciences                                                                   32,816                       32,816
E0745   QFE-B&W Urban Affairs Fund           12,290                               2,591        8,362                       23,243
E0714   QFE-B&W Vis Sch Inc                                                                    1,417                        1,417
E0698   QFE-B&W Vist Scholars                                                                 78,679                       78,679
E0799   QFE-Chair Communications             16,953                               3,974       12,500                       33,427
E0794   QFE-College of Business                                                                1,445                        1,445
E0796   QFE-Kaden Scholarshp                                                                  11,064             5,206     16,270
E0775   QFE-L. Barker Award                                                                    1,459                        1,459
E0175   QFE-Modern Languages                                                                 139,912                      139,912
E0724   QFE-Res A&S                                                                             106                              106
E0734   QFE-W Oates Award                                                                     10,783                       10,783
E1439   Rachel Davis Endowment Fund                                                            4,161             1,532      5,693
E1011   Rhetoric Chair                                                                       210,496            69,542    280,038
E0446   Riedley Endowed Scholars                                                                185             19,937     20,122
E0142   Roberson Florence Rd                                                                  19,813             4,807     24,620
E0251   Roseman Wilma S Fund                                                                    241             24,418     24,659
E0802   Rouse, Erin L Award                                                                    1,322                        1,322
E1294   Sam Richards Mem. Endowment                                                            2,700             1,519      4,219
E1028   Schmid Interior Arch                                                                  10,588                       10,588
E0814   Schwartz Endowed Scholarship                                                           5,634                        5,634
E0272   Sheehan Lecture Fund                                                                   3,062                        3,062
E0447   Smith Endow Scholars                                                                    483             19,686     20,169
E1560   Spatola Phd Fellowships-State                                                                            3,207      3,207
E0026   Speed Scholarship                                                                     62,221            13,357     75,578
E0435   Spi-In Carolina Fund                                                                   8,774             2,692     11,466
E1615   State Match-Jones Scholars Sta                                                         8,392           122,125    130,517
E1579   Sutherland Chair In Glass Arts         5,365                              7,802       (3,260)                       9,907
E1599   Sutherland Chr In Glass-State        21,180                               9,130       19,477                       49,787
E0483   Tachau Endowment                                                                       2,919                        2,919
E0324   Terril Ken Memorial Fund                                                                                 6,529      6,529
E0035   Thomas Scholarship                                                                           7           9,030      9,037
E1450   Tom Marsh Memorial Scholarship                                                         2,955             1,361      4,316
E1212   Tom Wallace Chair-Reinvestment                                                        44,179                       44,179
E1034   W M Bullitt Schl-Astronomy                                                             9,889             4,629     14,518
E0110   Wallace, Tom Chair                   30,000                               9,870      401,419                      441,289




                                                            25
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                            Salaries and Wages            Fringe       Current
                                      Faculty        Staff     Other      Benefits     Expense       Scholarships    Total
E0323 Watson Fund-English                 67,732      20,496                  16,744      140,333                      245,305
E1625 Weber Mentoring Fellowship                                                                             4,570       4,570
E0095 Winthrop Allen Fund                                                                   1,008                        1,008
E0443 Wittreich Lecture                                                                     3,795                        3,795
E0170 Wm Clay Mem Biology Scholars                                                          1,807            1,000       2,807
E1251 Woodcock                                                                              1,067                        1,067
E0062 Yeager Scholarship                                                                    1,116              437       1,553
E0502 Yocom Scholarship                                                                      (174)           1,599       1,425
Arts & Sciences Total                    523,511     138,361    133,977      233,877    3,879,072        1,053,498   5,962,296

College of Business
E1507 50th Anniversary Scholarship                                                                           3,315      3,315
E0887 Bowling Intl Program                                                                                   1,116      1,116
E0397 Bowling Jc Scholars Fund                                                                              10,898     10,898
E0161 Brown & Williamson Chair ENT        63,130                               9,808      495,805                     568,743
E0702 Brown Forman Chair MKT              92,608                              19,110      293,600                     405,318
E0528 Brown-Foreman Chair-State           96,594                              19,131       83,853                     199,578
E0908 Bryant Scholarship                                                                                     5,257      5,257
E0624 Buechel,Mina Fund                                                                   422,926                     422,926
E0442 Burks Scholarship                                                                                      1,800      1,800
E0380 Burns Dr J Offutt Fund                                                                                 3,134      3,134
E0637 Bus Sch 25th Anniversary                        25,723                   4,854      583,979                     614,556
E0921 Cardinal Venture Fund                                                                15,671                      15,671
E0708 Chase Entrepreneurship Fund                     20,000                   1,891       47,446                      69,337
E0915 COB Endowment Fund                                                                   40,582                      40,582
E0420 Cobb Family Fund                    39,352                               8,837      192,792                     240,981
E0910 Craf Society Endowment                                                                2,064                       2,064
E0485 Craf, Jr Fellowship                                                                                    2,202      2,202
E0840 Dept Mgmt Endowment Fund                                                              1,627                       1,627
E0428 Disc Entrepreneuship                                                                 98,306                      98,306
E0934 Drummond Scholars                                                                                      1,851      1,851
E0424 Entrepreneurship Chair              77,359                              15,321       79,535                     172,215
E1540 Ewab Scholarship                                                                                       2,519      2,519
E0444 Ferguson Travel Fund                                                                                   7,704      7,704
E0530 Fischer Chair-State                                                                  44,553                      44,553
E0437 Fischer Entrepreneur                                                                 88,887                      88,887
E0670 Frazier Family Professorship        43,656                               9,058       70,020                     122,734
E0894 Gardner Family Scholarship                                                                             4,189      4,189
E1555 Glass, Ray Scholarship                                                                                 3,456      3,456
E1458 Green, Ollie Tax Award                                                                                 1,259      1,259
E1455 Grief Scholarship                                                                                      1,967      1,967
E1248 Hilliard J H - State                                                                                   7,215      7,215
E1647 Horn Fdn Franchising Prg-Gift                                                        11,373                      11,373
E1651 Horn Franchising-State Match                                                          8,590                       8,590
E0705 Humana Scholars Accounting                                                                             3,408      3,408
E0786 Humana Scholars Business                                                                               1,405      1,405
E1037 J H Hilliard Fund                                                                                      7,157      7,157
E0514 Johnson B & C Chair                                                                  26,423                      26,423
E0556 Johnson Chair-Match                                                                 149,433                     149,433
E0687 Klein Library Bequest                                                                85,810                      85,810
E0160 Labor Mgt Scholars                                                                   75,000           40,924    115,924
E0539 LODI Endowed Chair-UPS              71,476                              14,093       87,700                     173,269
E0362 Lynn International Fund                                                                               11,928     11,928
E0250 Lynn, C S& Milah Scholars                                                                              2,692      2,692
E1413 Maxwell P. Spicker, Jr. fund                                                                           2,201      2,201
E0481 Mayer, Wf Fund                                                                                         2,082      2,082
E1613 Mcbride Scholarship                                                                                    2,848      2,848
E0850 Mgmt Scholarship-Community                                                                             3,002      3,002
E0846 Mills, Ralph Fnd Fund                                                                51,162                      51,162
E1523 Miranda Scholarship                                                                                      722        722
E0503 Morris E Fund                                                                                            680        680
E0470 Nardelli Scholarship                                                                                   8,823      8,823




                                                         26
                                                                                          UOFL FOUNDATION, INC.
                                                                                                2008-2009 BUDGET

                                             Salaries and Wages             Fringe       Current
                                       Faculty        Staff     Other       Benefits     Expense       Scholarships    Total
E0712 National City Fund for COB                        27,367                   9,648      101,581                      138,596
E0047 Natl Credit Mgmt Scholars                                                                                2,706       2,706
E0508 Nichols Res Award                                                                      37,512                       37,512
E0709 PNC Chair for Business                            31,215                   3,840      133,172                      168,227
E0715 QFE-B&F Chair Inc                                                                       7,843                        7,843
E0678 QFE-B&W Chair                                                                             596                          596
E0729 QFE-Bus Lecture Inc Program                                                             1,111                        1,111
E0674 QFE-Bus/Accounting Department                                                                           25,207      25,207
E0688 QFE-Bus/Acct Inc Prn                                                                                       626         626
E0812 QFE-CET                                                                                 5,012                        5,012
E0763 QFE-CFB Chair Inc Pr                                                                    1,509                        1,509
E0683 QFE-Chair Business                                                                      4,907                        4,907
E0764 QFE-FNB Chair Inc Pr                                                                    1,826                        1,826
E0746 QFE-Heuser School of Business                                                          33,000           25,100      58,100
E0741 QFE-Kurfees Award                                                                                        2,179       2,179
E0677 QFE-Labor Mgmt Incpr                                                                      589                          589
E0797 QFE-Labor/Mgmt Ctr                                                                     13,207                       13,207
E0691 QFE-School Business                                                                    60,176                       60,176
E0706 QFE-School of Business                                                                    627                          627
E0737 QFE-V-Hart MBA Scholars                                                                                  4,433       4,433
E1407 Rechter Fam Sch Ii                                                                                      18,185      18,185
E0457 Rechter Fam Scholars                                                                  138,700           38,348     177,048
E1500 Rommel Johnson Scholarship                                                                               2,189       2,189
E0048 S. Zorn Scholarship                                                                                      2,008       2,008
E0488 Schmidlapp,Jg Visiting Scholar                                                         63,336                       63,336
E0897 Shampain Scholars - Business                                                                             3,917       3,917
E0474 Shine M Inc Scholars                                                                                       830         830
E0486 Stamm Scholar-Economics                                                                                  2,048       2,048
E0473 Stone Family Scholars                                                                                    1,456       1,456
E0183 Strickler W Award                                                                                        2,283       2,283
E1426 STRICKLER WOODROW M CHAIR            84,797                                9,941       46,466                      141,204
E0455 Thornton Scholarship                                                                                    16,368      16,368
E1483 Vollmer Fund                                                                            5,142                        5,142
E1522 W.M. Strickler Chair-State            60,903                               7,137       33,277                      101,317
E1480 Wimsett Scholarship                                                                                      1,717       1,717
E0234 Wm Strickler Scholarship Fund                                                                            5,142       5,142
Business Total                            629,875     104,305           0      132,669    3,746,726          300,496   4,914,071

School of Dentistry
E0742 Afe-School Dentistry                                                                   37,827                      37,827
E0326 Blackerby Fund-Dental                                                                  43,163                      43,163
E0448 Broadbent Scholars                                                                         15            1,878      1,893
E0589 Century Club Fund                                                                      11,770                      11,770
E0553 Delta Dent Professorship-State        32,164                               5,814       14,783                      52,761
E0501 Delta Dental Professorship            32,164                               5,814       14,840                      52,818
E1544 Dental Hygiene Legacy Endowmen                                                          6,874                       6,874
E0935 Dorman F Loan Fund                                                                     56,283                      56,283
E1015 Douglas T A Memorial Scholars                                                           6,889            3,420     10,309
E1329 Elliott-Ped Dentistry                                                                   2,123                       2,123
E1281 Findley C E Scholars                                                                    2,604            1,412      4,016
E1514 Gifts-Endowed Ortho Faculty                                                            34,633                      34,633
E1588 Greene Birth Defects Endowment                                                          4,631                       4,631
E0862 Henderson Mem Reinvestment                                                                829                         829
E0119 Henderson, Rl Memorial                                                                 30,289                      30,289
E1538 Huff Endowed Scholarship Fund                                                           8,956            6,952     15,908
E0768 Humana Scholars Dental                                                                                     885        885
E1548 Kathryn Seibert Endowment                                                               2,942            5,109      8,051
E0603 Kettig, Dr Edward Memorial Fd                                                                                           0
E0406 Little Lectures-Dental                                                                                                  0
E1052 Mattingly,John & Carol Fund                                                                              1,941      1,941
E0388 Mc Guinn Scholarship Fund                                                                 (99)           3,386      3,287
E1587 Miller Pathology Endowment                                                              2,294            2,923      5,217




                                                           27
                                                                                            UOFL FOUNDATION, INC.
                                                                                                  2008-2009 BUDGET

                                             Salaries and Wages             Fringe         Current
                                       Faculty        Staff     Other       Benefits       Expense       Scholarships    Total
E0939 Myers R E Scholars                                                                         (157)           3,079      2,922
E0366 O&M Surg Development Fund                                                                53,144                      53,144
E1418 PEMBER FUND DENTAL                                                                        1,077              880      1,957
E0938 Simulated Patient Ed                                                                     59,766                      59,766
E0335 Skaggs James E Foundation                                                                 6,146                       6,146
E0145 Stern Std Assist Fund                                                                                      4,709      4,709
E1665 Wilson Fund-Teaching Excellenc                                                            1,129                       1,129
E0487 Woodwad Scholarship                                                                                          770        770
Dentistry Total                             64,328          0           0       11,628        402,751           37,344    516,051

Education/Human Development
E7828 Anna Schulman Trust Fund                                                                 60,498                       60,498
E0476 Ashland Inc Chair-Ed                  15,736                               3,120         51,475                       70,331
E0400 Atkins-Husk Scholars Fund                                                                 5,700           13,997      19,697
E1572 Brakmeier Scholarship                                                                                      1,531       1,531
E0429 Broecker Scholarship                                                                         79            1,179       1,258
E1611 Cehd Endowment Fund                                                                       2,215                        2,215
E0533 Ctr-Childhood-State                   25,544                               5,069         27,052                       57,665
E0379 Erma, Marie Trust                                                                         5,000            8,445      13,445
E1258 Florence T G Scholarship                                                                  1,467              732       2,199
E0612 Ford Foundation Fund                                                                    421,479                      421,479
E1466 Grawemeyer Adm/Education                                                                 35,000                       35,000
E0664 GTE Math & Sci Scholars                                                                   2,900            2,683       5,583
E0089 Homberger Memorial                                                                       17,525                       17,525
E0693 Humana Scholars Education                                                                                 23,602      23,602
E0787 Humana Scholars Fund                                                                                         434         434
E1045 Kelly Wm Scholarship                                                                        500            4,258       4,758
E0710 Lafferty, M Bequest                                                                      26,076                       26,076
E1502 Molfese-Sum Psych Res Program                                                            15,231                       15,231
E0229 Morris, JH Scholars                                                                          54           10,324      10,378
E0918 Ntstrand Memorial Scholars                                                                  190            2,235       2,425
E0115 Oppenheimer End Hmec                                                                      4,823                        4,823
E1016 Powers Development Fund                                                                   6,697            1,587       8,284
E0681 QFE-Offutt                                                                               16,572                       16,572
E0671 QFE-Offutt Teach Res                                                                    151,236                      151,236
E0738 QFE-School Of Educucation                                                                26,660                       26,660
E0134 Rauch Beq Planetarium                                                                    64,153                       64,153
E0893 Samuels Family Scholars Fund                                                             84,173           18,857     103,030
E0551 Samuels Fellowship                                                                       86,297           16,490     102,787
E0061 Schulman Scholarship                                                                     48,800           66,807     115,607
E1268 Simpson Endowment Fund                                                                   17,656            4,748      22,404
E1041 Young Love Fund                                                                           1,682              948       2,630
Education/Human Development Total           41,280          0           0        8,189      1,181,190          178,857   1,409,516

Graduate School
E0793 QFE-Graduate School                                                                        530                             530
E0788 QFE-Schol-Grad Sch                                                                          15                11            26
Graduate School Total                           0           0           0              0         545                11           556

Kent School of Social Work
E0601 Ainslie,Maude Bequest                                                                                     15,707     15,707
E1631 Bap Hos East Sup Fnd-Gift                                                                39,764                      39,764
E1632 Bap Hosp E Sup Fnd/Onc S-State                                                           18,337                      18,337
E0179 Forum On The Family                                                                       6,440                       6,440
E0014 Frank, Anne Fund                                                                          4,049                       4,049
E1541 Gail Huecker Scholarship                                                                    373            1,884      2,257
E1498 Robert Silva Scholarship Fund                                                                             24,537     24,537
E0064 Streng, Ida Fund                                                                          2,786                       2,786
Kent School of Social Work Total                0           0           0              0       71,749           42,128    113,877




                                                          28
                                                                                      UOFL FOUNDATION, INC.
                                                                                            2008-2009 BUDGET

                                             Salaries and Wages         Fringe       Current
                                       Faculty        Staff     Other   Benefits     Expense      Scholarships    Total
Brandeis School of Law
E0201 A D T & S Mem Scholars                                                              3,940           1,192      5,132
E0057 Adams Professorship Law                                                            30,999                     30,999
E0279 Allen Cm Faculty Felllowship           3,938                             290          323                      4,551
E0245 B,T&H Faculty Award                    8,280                             612       13,949                     22,841
E0258 Ballantine Faculty Award               3,929                           6,976          310                     11,215
E1286 Barlow Skills Fund                                                                  1,346                      1,346
E0080 Ben Washer Book Fund                                                                2,313                      2,313
E0906 Berry Fund - Law                                                                    9,223           4,610     13,833
E0536 Boehl Chair Health State              41,515                           7,408       47,472                     96,395
E0537 Boehl Chair Law-State                 71,945        625               19,011       39,343                    130,924
E1256 Boehl Trust - Entrepreneurship        64,734        625               17,420      191,599                    274,378
E7821 Boehl Trust-Entrepreneurship                                                       98,144                     98,144
E0280 Boisseau D T Scholars                                                              24,836          13,630     38,466
E0607 Brandeis Law School                                                                31,120          17,070     48,190
E0067 Brandeis Scholarship                                                                2,901             880      3,781
E0520 Bullitt W M Law Fund                                                                1,442                      1,442
E1327 Burnett Dl Scholars                                                                 6,226           1,824      8,050
E0903 Burnett Fund                                                                        3,727                      3,727
E0307 Davidson Teach Fellows               14,050                            1,110       27,726                     42,886
E0498 Fahey J Memorial Scholars                                                           8,046           6,960     15,006
E0239 Fellow, W T&C Law                      8,000                             592       18,374                     26,966
E0252 Ferreri Family Endowment               4,000                             296        4,264                      8,560
E0986 Ferreri Family Reinvestment              195                           6,682                                   6,877
E0562 Fields, Wh Memorial                                                                 7,446                      7,446
E0930 Fischer J Scholars                                                                 13,477           5,114     18,591
E1208 Flexner Fund Reinvestment                                                          10,130                     10,130
E0020 Flexner Scholarship                                                                37,957          18,938     56,895
E0100 Flexner, Bernard Fund                36,706        1,251               7,312       74,652                    119,921
E0346 Franklin & Hance Fund                                                               7,340                      7,340
E0208 Franklin, L Speak Fund                                                              3,711                      3,711
E0345 Gordon Jf Memorial                                                                  4,299           2,555      6,854
E0086 Grauman Scholarship                                                                18,300           9,966     28,266
E0313 Green Doll Mc D Fund                   4,000                             296        4,359                      8,655
E0117 Greenbaum, Sl Award                                                                14,600           2,877     17,477
E0308 Greenebaum Pubsvc Program                         73,050              14,268       50,689                    138,007
E0494 H E Frick Scholarshp                                                               11,768           7,548     19,316
E0008 Handmaker, H G Fund                                                                 9,335                      9,335
E0432 Herbert Boehl Trust Fund                                                                                           0
E7820 Herbert Boehl-Trust Fund                                                           18,789                     18,789
E0628 Highbaugh Law Fund                                                                  3,072             956      4,028
E1257 Hodge J Law Fund                                                                    3,716           1,260      4,976
E0111 Huffaker Scholarship                                                                1,794           1,004      2,798
E1013 Intellectual Property Chair           28,775       1,325              12,131      194,274                    236,505
E0625 Jayes, Rc Mem Fund                                                                  1,354           1,387      2,741
E1666 Joseph Stopher mem. scholarshi                                                                      1,693      1,693
E1547 Judge Ellen Ewing Internship                                                        2,554                      2,554
E0588 Judge Miller Gift                                                                  11,635                     11,635
E1424 Judge Olga S. Peers Scholars                                                       17,419           3,324     20,743
E0300 Judge Stumbo Scholars Fund                                                          8,301           4,417     12,718
E1443 Justice Charles Reynolds Shlsp                                                      6,737           2,498      9,235
E0317 Kelley Law Sch Endowment                                                           35,547                     35,547
E0577 Law Alumni Endowment                   2,000                             148       17,996                     20,144
E0879 Law Alumni Foundation Endow            6,500                             480       25,648                     32,628
E1485 Law SBF Fund                                                                        9,027                      9,027
E0254 Lewis B Faculty Award                  3,597                           7,655        2,027                     13,279
E0075 Lewis Scholarship                                                                   4,692           4,293      8,985
E0139 Lewis Scholarship Fund                                                              6,992           3,247     10,239
E0407 Little Lectures-Law                                                                                                0
E7817 Little Lectures-Law                                                                22,997                     22,997
E1649 Lively Wilson Prof. Skills                                                          1,480                      1,480
E0801 Major, Dale R Scholars                                                             15,972           8,596     24,568




                                                           29
                                                                                          UOFL FOUNDATION, INC.
                                                                                                2008-2009 BUDGET

                                             Salaries and Wages             Fringe       Current
                                       Faculty        Staff     Other       Benefits     Expense      Scholarships    Total
E0055 Mann, C Scholarship                                                                    91,555          50,223     141,778
E1650 Medford Lee Scholarship                                                                                 1,522       1,522
E0135 Meredith Book Award                                                                     1,531             272       1,803
E0805 Merritt, James R Fund                  8,000                                 592        1,891                      10,483
E0244 Middleton,Eg Faculty Awd                                                                4,411                       4,411
E0197 Miller & Chevalier                                                                     10,085           6,916      17,001
E0236 Moss,George Award                                                                       1,483           1,137       2,620
E0243 O.S&W PLLC Faculty Award                  1                                             1,547                       1,548
E0219 O'Donnell, H B Fund                                                                     8,578           6,356      14,934
E0224 Oexmann Law Fund                                                                        4,169           1,921       6,090
E0325 Oldfather Ann B Fund                   4,000                                 296        6,056                      10,352
E0226 Perry, E Endow Scholars                                                                24,542                      24,542
E0273 Petrilli Professorship                47,829                              11,364      196,140                     255,333
E0818 Petrilli Scholarship                                                                    5,956           2,042       7,998
E0186 Post Scholarship                                                                        3,185           2,305       5,490
E0206 Prof Responsibility Law Award                                                           9,109           3,198      12,307
E0669 QFE Law School                                    12,194                   1,306       39,468                      52,968
E0198 QFE-Bickham Scholarship                                                                30,763          17,030      47,793
E0185 QFE-Harter Chair Law                  58,643      21,297                  13,716       59,859                     153,515
E0755 QFE-Judge Allen Scholars                                                                8,388           3,151      11,539
E0716 QFE-Law Scholarships                                                                   18,326           4,572      22,898
E0684 QFE-Law School                                                                          9,419                       9,419
E0753 QFE-Law School Library                                                                 12,656                      12,656
E0717 QFE-Minority Scholars                                                                   1,724             970       2,694
E0774 QFE-Stites & H Scholars                                                                16,227           5,185      21,412
E0091 Robert G. Evans Fund                                                                    4,002                       4,002
E1508 Robert Rodes Miller Scholars                                                                           13,706      13,706
E1589 S. Russell Smith, Sr. Sch. Fun                                                          7,072           8,863      15,935
E1018 Schmid H M Scholars                                                                    35,753          13,908      49,661
E0196 Seimdman, L Scholars                                                                    3,586           2,322       5,908
E0010 Selligman Joseph Fund                                                                     993                         993
E0157 Simon Scholarship                                                                      10,615           3,848      14,463
E0376 Smst &K Law Scholarship Fund                                                            8,108           4,421      12,529
E0410 Sorenson Scholarship                                                                  123,470          64,761     188,231
E0434 Stallings Chair-Law                   28,356       2,725                   6,423       43,209                      80,713
E0529 Stallings Chair-State                 27,917       2,725                   6,388       47,662                      84,692
E0748 Thomas, Roger Foundation                                                                6,571           3,520      10,091
E0343 Trautwein Law Endowment                                                                14,129           7,122      21,251
E0127 Volz, Memorial Scholarship                                                             11,381          13,842      25,223
E0266 Wade&Owen Scholar Fund                                                                 16,692           9,113      25,805
E1633 Wm Marshall Bullitt Mem. Schol                                                                         11,066      11,066
E1580 Wm Marshall Bullitt Nat Mt Ct                                                           3,694                       3,694
E0301 Wyatt Distinguish Speaker Fnd                                                                                           0
E7812 Wyatt Distinguished Speaker Fu                                                                                          0
E0302 Wyatt Fac Development Award                                                                                             0
E7813 Wyatt Faculty Develpment Award                                                          7,232                       7,232
E0882 Wyatt Tarrant& Combs                   6,500                                 480       27,622                      34,602
E0125 Zollinger Scholars Law                                                                    407             322         729
Brandeis School of Law Total              483,410      115,817          0      143,252    2,186,975         389,453   3,318,907

University Libraries
E0281 Acquis Freibert Fund                                                                    1,720                      1,720
E0703 Afe-Medical School Library                                                              1,991                      1,991
E7810 Altshelter Memorial                                                                     3,000                      3,000
E0572 Ballard Library Fund                                                                    1,866                      1,866
E0937 Barbour Library Fund                                                                    7,973                      7,973
E0104 Bingham Book Fund                                                                         500                        500
E0007 Bingham Library Fund                                                                   13,115                     13,115
E0158 Bingham Sus Library Endw                                                               25,762                     25,762
E0820 Bramson, Sj Memorial Fund                                                              10,791                     10,791
E0571 Brandeis Library Fund                                                                  15,380                     15,380
E0232 Buddeke,Ch Sr Mem Fund                                                                  2,460                      2,460




                                                           30
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                             Salaries and Wages             Fringe     Current
                                       Faculty        Staff     Other       Benefits   Expense     Scholarships     Total
E0512 Bullitt Book Fund                                                                    2,467                      2,467
E1438 Christian BB Mem. Book Photo                                                         1,892                      1,892
E0543 Communication Chair-State            47,050                             12,139      32,658                     91,847
E0591 Conservation Book Fund                                                               1,030                      1,030
E0467 Crady, Jessie B Fund                                                                10,751                     10,751
E1262 Cressman Art Library                                                                 9,164                      9,164
E0650 Dunbar, W Library                                                                    2,334                      2,334
E0891 E J Schneider Fund                   47,050                             12,139     164,159                    223,348
E0148 Ekstrom Book Coll                                                                   10,202                     10,202
E0943 Ekstrom W F Bequest                                                                 21,893                     21,893
E0835 Eskind Fund Library                                                                  6,629                      6,629
E0274 Fine Arts Library Endowment                                                         94,497                     94,497
E0173 Friends Endowment                                                                   29,568                     29,568
E0743 Galloway, L Library Fund                                                             6,997                      6,997
E0353 Gerard Mary Fant Fund                                                                3,611                      3,611
E1474 Grawemeyer Alloc/Ekstrom Libra                                                      60,000                     60,000
E1574 Grawemeyer-Music Library                                                            20,000                     20,000
E0558 Greene Gift Rare Books                                                               3,965                      3,965
E1020 Hertz Library Endowment                                                             11,128                     11,128
E0072 Joyes, M Memorial                                                                      378                        378
E0006 Kain Gift Library                                                                    4,402                      4,402
E0309 Karl Anne S Book Fund                                                                4,427                      4,427
E0649 Kersey, Laura Library                                                               56,479                     56,479
E0136 Koster Fund Lib-Humanities                                                          74,300                     74,300
E0822 Koster Reading Room                                                                 11,725                     11,725
E0129 Levine, Dr Book Fund                                                                 1,622                      1,622
E1545 Lib Endowment For Technology                                                         4,946                      4,946
E0816 Library Associates                                                                  16,052                     16,052
E0941 Library Minority Intern                                                             13,773                     13,773
E0594 Med Library Endowment                 9,658                                921      15,703                     26,282
E1024 Muir-Hogenauer Endowment                         4,339                     684      34,373                     39,396
E1488 Nora L. Bullitt Memorial Fund                                                        2,047                      2,047
E0162 Oppenheimer Endowment                                                                8,155                      8,155
E0657 Photographic Archive                             4,341                     686      61,128                     66,155
E0638 Podoll, Dr E Memorial Library                                                        2,178                      2,178
E0690 QFE-E D Axton Sr Fund                                                                3,303                      3,303
E0672 QFE-Library Acquisition                                                             41,734                     41,734
E0682 QFE-Library Acquisition                                                              2,542                      2,542
E0694 QFE-Library Acquisition                                                                 89                         89
E0782 QFE-Library Nursing                                                                     11                         11
E0777 QFE-Library-A&S                                                                     10,083                     10,083
E0778 QFE-Library-Business                                                                 2,849                      2,849
E0784 QFE-Library-CUPA                                                                        84                         84
E0779 QFE-Library-Dental                                                                     663                        663
E0780 QFE-Library-Educaton                                                                    61                         61
E0781 QFE-Library-Grad Sch                                                                    63                         63
E0783 QFE-Library-Speed                                                                       98                         98
E0728 QFE-Medicine Library                                                                    68                         68
E0719 QFE-Music Library                                                                      775                        775
E0590 Railroad Book Fund                                                                     700                        700
E0604 Rare Book Endowment                                                                  2,099                      2,099
E0003 Ray Ophthalmic Library                                                                 201                        201
E0635 Rennert Beq Mus Library                                                              3,716                      3,716
E0092 Ryan Memorial Fund                                                                     358                        358
E0312 Segal Memorial Theater Fund                                                          1,984                      1,984
E1287 Turner E Library Collections                                                         2,755                      2,755
E0644 University Library                                                                  89,326                     89,326
E0384 Vick, Helen Hardy Fund                                                                 861                        861
E0857 Weisert Library Fund                                                                11,786                     11,786
E0005 Wilhelm Fund For Library                                                             1,120                      1,120
E0291 Woodcock Society Fund                                                                8,272                      8,272
E0004 Young, Ernest W                                                                      4,096                      4,096
Libraries Total                           103,758      8,680            0     26,569   1,078,888             0    1,217,895




                                                          31
                                                                                         UOFL FOUNDATION, INC.
                                                                                               2008-2009 BUDGET

                                             Salaries and Wages            Fringe       Current
                                       Faculty        Staff     Other      Benefits     Expense      Scholarships    Total
School of Medicine
E1616 A Rosenstein Oncology Endowmen                                                         5,668                      5,668
E0262 Aaron Scholarship Fund                                                                   282           2,747      3,029
E0689 Ackerly Memorial Fund                                                                  9,159                      9,159
E0227 Allen,Dr I Scholarship                                                                 6,480          35,539     42,019
E0327 Alpha Nu Award Fund                                                                    3,503                      3,503
E1423 Amelia Green Leukemia Endow                                                            6,540                      6,540
E0654 Andrews End Chair Pediatrics        188,406                              28,939      382,830                    600,175
E0758 Anna Krebs Al & Anna                                                                   6,084          72,574     78,658
E0276 Assoc Path/Riehm Scholars                                                                              1,690      1,690
E1526 B. Brown-Adv of Diab Res State                                                        63,370                     63,370
E0869 Baker, Lois M Fund                                                                     3,859                      3,859
E0566 Bales Research Fund                                                                  346,990                    346,990
E0909 Banerjee Endowment                                                                                     2,245      2,245
E0586 Barbour, H G Prize                                                                     4,225                      4,225
E0078 Barkley Research Fund                                                                 13,184                     13,184
E0339 Barnerjee Lily Res Fund                                                               35,945                     35,945
E0532 Barnstable/Brown Chair-State                     24,780                   5,983       39,790                     70,553
E0440 Barnstable-Brown Fund                24,898                               6,332        7,780                     39,010
E0597 Barr, John W Estate                                                                    6,770                      6,770
E0864 Baxter End Ch Reinvestment           17,753                               3,087        2,506                     23,346
E1082 Baxter Endowment Reinvestment                                                         24,194                     24,194
E0152 Baxter, D E Chr Ob/G                140,366                              24,364       67,103                    231,833
E0159 Beard Chair Hemtolgy                118,335                              24,246       58,657                    201,238
E0843 Beard Chair Reinvestment             32,435                               6,649        1,494                     40,578
E0827 Benedict, Jc Scholars                                                                115,000         197,586    312,586
E0405 Bloch Lectureship                                                                     14,910                     14,910
E0151 Brady, Dr John A Memorial                                                              5,549                      5,549
E0102 Brennan, Dr Robert                                                                                                    0
E7804 Brennan, Dr. Robert                                                                  319,949                    319,949
E0017 Broeker Education Fund               55,462      54,708                  29,891      140,968                    281,029
E0809 Brohm, Dr Endowment Memorial                                                          34,153                     34,153
E0171 Brookover,C Scholar Fund                                                                 200           2,815      3,015
E0538 Brown Fnd Chair State                46,838                               7,310      124,065                    178,213
E0563 Brown,Alyne Franklin                                        15,000        1,185        7,522                     23,707
E1595 Brown-Foreman Cancer Res-State                                                        51,582                     51,582
E1578 Brown-Forman Cancer Research                                                          20,609                     20,609
E0555 Brown-Gene Thera State               43,027                               9,236       18,162                     70,425
E0507 Brown-Gene Therapy                   42,535                               9,132       16,320                     67,987
E0506 Brown-Genetics                       47,449                               9,305       74,984                    131,738
E0554 Brown-Genetics State                 32,794      18,920                  13,602       73,109                    138,425
E9253 Bucks For Brains                                                                     541,586                    541,586
E0534 Bumgardner Chair-State               39,102                 21,000       11,135      238,423                    309,660
E1300 Bumgardner L Professorship                                                           197,386                    197,386
E0436 Bumgardner Professorship             29,510                               5,193       41,102                     75,805
E1032 Burnam Fund                                                                            3,707                      3,707
E1509 C & E Allegra Pulmonary Resrch                                                        41,186                     41,186
E1510 C.I.I. Med Director-JHHS Gift        43,722                               7,333       18,988                     70,043
E1511 C.I.I. Med Director-State            55,149                              11,979       16,463                     83,591
E1513 C.I.I. Sci Director - State                                                           83,591                     83,591
E1512 C.I.I. Sci Director-JHHS Gift        43,700                               2,900       23,443                     70,043
E1408 Caldwell Chair-G/Onc                                                                  64,346                     64,346
E1008 Caldwell Chair-State                 36,607                               7,372       27,721                     71,700
E0149 Caldwell Scholarship                                                                   5,387                      5,387
E0648 Calhoon, T Memorial Fund                                                              22,472                     22,472
E0652 Cancer Research Fund                                                                  12,152                     12,152
E7830 Carol McFerran chair JuvDiabe                                                         70,000                     70,000
E1524 Center for Depression Fund                                                             4,982                      4,982
E1035 Chair - Hepatology                   43,850                               8,492       24,701                     77,043
E1036 Chair-Hepatology-State               44,788                               8,675       18,080                     71,543
E1622 Cherry Cancer Trans Res-State                                                         61,186                     61,186
E1621 Cherry Cancer Trans. Res-Gift                                                         34,350                     34,350




                                                          32
                                                                                           UOFL FOUNDATION, INC.
                                                                                                 2008-2009 BUDGET

                                               Salaries and Wages            Fringe       Current
                                         Faculty        Staff     Other      Benefits     Expense      Scholarships    Total
E0535   CHF/Chair-Pediatric State              5,481                              1,269      160,356                    167,106
E0565   Child Psychiatric Re                                                                  21,592                     21,592
E0417   Children's Hospital Fund                                                             106,345                    106,345
E0200   Cleveland, Pb Award                                                                      429                        429
E0124   Clifton, D E Memorial Fund                                                            26,096                     26,096
E0218   Clifton,Dewey Memorial Fund                                                           14,161                     14,161
E0639   Clymer, J Med Scholars Fund                                                           11,000          99,728    110,728
E0143   Cole, Arch Seminar                                                                     5,648                      5,648
E0358   Collins Scholarship                                                                  252,000          83,418    335,418
E0112   Cooke, V V Chair                     44,369       54,589                 22,270      111,661                    232,889
E0088   Curran Pope, Dr Curr                                                                     859             337      1,196
E1586   D.H. Neustadt Fund For Rheum                                                           2,782                      2,782
E1442   Derm/Dermpath Fund                                                                    45,483                     45,483
E1432   Diabeties Research                                                                    25,169                     25,169
E0468   Dir-Brown Cancer Center              95,095                              14,671       88,023                    197,789
E0277   Doll, Gladys Fund                                                                     15,538                     15,538
E1662   Dr Alicia Short Residency Fund                                                         3,048                      3,048
E0396   Dr E Podoll Lecture                                                                    2,903                      2,903
E1499   Drs. Ximena & Daniel Sessler                                                           1,538                      1,538
E0363   Dugan/Vance Memorial Fund                         13,487                  5,974      142,469                    161,930
E0640   Dulaney, Dr Octavus                                                                   15,826                     15,826
E0606   Ehrmann, H Fund                                                                        6,540                      6,540
E0094   Elmore, Dr Fund                                                                          194           2,798      2,992
E1656   Emery E. Lane Scholarship Fund                                                                            16         16
E1628   Endo Chair Ped Allergy/Im Sta                                                         65,258                     65,258
E1592   Endowed Chair Ped Allergy & Im                                                        48,651                     48,651
E0803   Erving, Henry Bequest                                                                  2,786                      2,786
E0883   Evans End Chair-Opht                 48,293                               7,289       93,205                    148,787
E0902   Evans Research Endowment             56,113       66,343                 29,189       25,502                    177,147
E0884   Evans Resource Fund                  25,003       14,825                  9,453       14,423                     63,704
E1607   F.W. Fischer Md Endow Schlshp                                                          7,157           6,903     14,060
E1105   Fallis Scholars Reinvestment                                                                           5,732      5,732
E0189   Fallis, Phil Med Scholars                                                            107,700          72,615    180,315
E1252   Fdtn-Healthy KY Endowment             54,331                              9,132      112,511                    175,974
E0356   Ferguson EC Endowment Fund                                                           165,605                    165,605
E0357   Ferguson Memorial Res Fund                        16,228                  3,581        6,257                     26,066
E0929   Files Fund Psychiatry                                                                 47,445                     47,445
E0259   Fine B Mem Lecturship                                                                 11,322                     11,322
E0138   Fink, Ira Student Fund                                                                 1,850          17,223     19,073
E1322   Fisher Ns Scholars                                                                       359           2,704      3,063
E0621   Ford Ftdn General                               198,638                  61,497       75,133                    335,268
E0053   Ford Scholarship-Medicine                                                              2,325             860      3,185
E1603   Founders Chair In Can Res-Sta                                                        124,373                    124,373
E1521   Founders Chair In Cancer Res                                                         102,180                    102,180
E1601   Frazier Fam Cancer Res-State                                                          62,187                     62,187
E0848   French, Am Mem Scholars Fund                                                             607          15,419     16,026
E1247   Fries Research Fund                               13,000                  2,246       69,277                     84,523
E0377   Garretson Res Fund                   13,769       18,727     6,000       10,089      209,857                    258,442
E1491   Garretson Spinal/Head RCTF                        25,368                  9,311      132,343                    167,022
E1645   George A Bush Jr Clinic Trial                                                          7,664                      7,664
E1584   Gheens Fdn C.I.I. Res Fd-State                                                       104,573                    104,573
E1454   Gheens Fdn Chair in Aging Res                                                        175,566                    175,566
E0235   Gheens Scholarship                   34,446                               4,474       54,310                     93,230
E1307   Gheens-Aging RCTF                                                                    376,419                    376,419
E0484   Gibson Chair-Medicine                 11,575                              2,416       17,981                     31,972
E0237   Gilbert Patrick F D                   23,042       4,800                  3,710      162,480                    194,032
E0581   Glaszebrook,James R                                                                   37,075                     37,075
E0395   Goebel Memorial Scholarship                                                            1,940           1,566      3,506
E1494   Goldie M Wilson RCTF                                                                 127,622                    127,622
E0163   Gordon, Ss Award Fund                                                                  5,410                      5,410
E0505   Graves Scholarship                                                                                       680        680
E0066   Green Prize Fund                                                                       4,929                      4,929




                                                             33
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                               Salaries and Wages         Fringe       Current
                                         Faculty        Staff     Other   Benefits     Expense       Scholarships    Total
E0482   Grider, P Memorial Scholars                                                         7,275                       7,275
E0584   Griswold Lecture                                                                   12,344                      12,344
E0319   Gross Family Lecture Fund                                                          85,752                      85,752
E0242   Gulledge Fund                                                                                                       0
E7811   Gulledge Fund                                                                      19,750                      19,750
E1476   H. Tod Smiser Scholarship Fund                                                     68,830           55,740    124,570
E0011   Hagan Memorial Fund                                                                16,720                      16,720
E0877   Hamilton Bequest To BCC                                                            16,815                      16,815
E1570   Hamilton Chr Autoimmue-State          34,580                           7,704       67,289                     109,573
E1569   Hamilton Chr In Autoimmue-Gift                                                     21,568                      21,568
E1412   Harbrecht, Md Vascular Surgery                                                     47,352                      47,352
E1505   Harriett Porter Cancer Prev Ed                                                     10,441                      10,441
E1610   Harry & Judy Shapira Endowment                                                      1,346                       1,346
E1566   Harry S Frazier Jr Family Canc                                                     24,374                      24,374
E1453   Hartness Scholarship Fund                                                          16,047            9,071     25,118
E1626   Henry M/Stella M Hoenig Fnd-St                                                     73,275                      73,275
E1501   Henry Vogt Chair-Epidemiology                                                      10,915                      10,915
E1009   Heuser Chair-State                   30,063                            2,628       36,719                      69,410
E1004   Heuser Hear Res Chr                  30,062                            2,628       36,874                      69,564
E1567   Heuser Hearing Prof Otology                                                         2,861                       2,861
E1602   Heuser Prof In Otology-State                                                       43,787                      43,787
E1520   Hiram C. Polk, Jr., Endowment                                                      66,911                      66,911
E1553   Hoenig Endowed Chair                                                               29,053                      29,053
E0016   Homberger Library Fund                                                            297,636                     297,636
E0063   Homberger Scholarship                                                                                               0
E7802   Homberger Scholarship                                                             186,000                     186,000
E0830   Hormone Rec Lab Fund                                                                1,193                       1,193
E1299   HSC Opportunity State                 49,784                          10,048       63,006                     122,838
E0209   Huang, KC Scholars                                                                120,000           32,175    152,175
E1638   Hum Found Fnd Clin Trial-State                                                     30,897                      30,897
E1637   Hum Found Fnd For Clin Tr-Gift                                                      9,040                       9,040
E1596   Humana End Int'l Peds-State                                                        59,573                      59,573
E1573   Humana Endow Int'l Peds-Gift                                                       33,047                      33,047
E1581   Humana Fund Int'l Peds-Gift           35,243                           6,964       39,178                      81,385
E1582   Humana Fund Int'l Peds-Gift           37,237                           7,357       43,979                      88,573
E0240   Humana Med Impr Fund                            126,047               34,279      431,523                     591,849
E0098   Humana Scholar Medky                                                               43,136           67,127    110,263
E0040   Humana Scholars Medicine                                                                             1,673      1,673
E0178   Humana Scholars Medicine                                                            8,150           21,544     29,694
E0789   Humana Scholars Medicine                                                              720              234        954
E1422   HW & AH Stodghill Scholarships                                                    630,555          361,222    991,777
E0329   Ice John Memorial Lecturship                                                       78,761                      78,761
E1477   Inst Mol Card Mission Support        22,492                            3,273      122,278                     148,043
E1478   Inst Mol Card Misson Sup-State       52,140                            7,961      193,490                     253,591
E0490   J & R Schwab Chair                                                                 14,057                      14,057
E1255   J Brown End Chair-ST                 19,049                            3,201       52,457                      74,707
E1033   J G Brown Endowed Chair              24,983                            4,893       45,071                      74,947
E1518   J.G.B. Fdn Chr in Can Bio-Gift       27,296                            5,391       22,804                      55,491
E1519   J.G.B. Fdn Chr in Can Bio-Stat       26,982                            5,329       28,672                      60,983
E0540   Jewish Foundation Chair-State        59,911     141,150               45,792       87,511                     334,364
E0453   Jewish Foundation Mas Fund          119,622      54,179               39,321       67,705                     280,827
E0524   Jewish Hospital Chair State          54,233                            7,896       24,849                      86,978
E0403   Jewish Hospital Endowment            43,039                            6,260      177,412                     226,711
E1280   JGB "Highest Potential" Chair-       11,063       31,398              13,490      109,471                     165,422
E1411   JGB-Highest Potential                11,063        7,752               3,883      149,961                     172,659
E7801   Johnson Scholarship                                                                 1,110                       1,110
E0917   Jones, John H Fund                                 5,264               1,160        6,418                      12,842
E1436   K.Garrison Fund Ovarian Cancer                                                     13,635                      13,635
E1039   Kamdar Scholars-Medicine                                                                             1,548      1,548
E0169   Kash Mem Schol-Anatomy                                                             19,735                      19,735
E0220   Kaufmann Fund                         9,934                            1,076       68,946                      79,956
E1490   KCH/NHR Ped Sleep Disorders          70,700                           13,284      (83,984)                          0




                                                             34
                                                                                            UOFL FOUNDATION, INC.
                                                                                                  2008-2009 BUDGET

                                               Salaries and Wages             Fringe       Current
                                         Faculty        Staff     Other       Benefits     Expense      Scholarships    Total
E0523   Keeney Chair State                   47,110                                9,978       43,890                     100,978
E0480   Keeney Chair-Ophthalmology           63,160                               12,978       84,919                     161,057
E0824   Keller, Wk Endowment Fund                                                             313,458                     313,458
E1481   Kentaro Tsueda Research Endow                                                          18,299                      18,299
E0580   Kentucky Colonels Fund                                                                                  5,352       5,352
E0826   Kerr, Salome Medicine Scholars                              20,167         2,912      122,000         174,355     319,434
E0390   Kimsey, Lf & Kh Lecturship                                                             78,892                      78,892
E0140   Kimsey-Taylor, Ls Fund                                                                 10,689                      10,689
E0570   Kinsolving Fund                                                                         9,892                       9,892
E0344   Kleinert/Kutz Professorship                                                           215,602                     215,602
E0888   Knoefel, P Endowment Fund           125,562       24,869     2,456        29,615      605,131                     787,633
E0804   Knoefel, Peter K Award                                                                  8,076                       8,076
E0341   Kolb Chair-Out Psychology             93,773      12,532          1       41,851      485,842                     633,999
E0430   Kong-Oo Goh Scholarship                                                                   839           9,533      10,372
E1503   Kosair Chr Ped Hrt Rsch-Gift                                                          158,379                     158,379
E1496   Kosair/Norton Peds Sleep RCTF                      7,321                   2,294      152,429                     162,044
E0643   Kreps Endowment Fund                                                                                    8,049       8,049
E1527   Ksr Chr In Ped Hrt Rsch-State                                                         193,197                     193,197
E1597   Ky Fnd For Healthy Lvng-State                                                          12,437                      12,437
E1546   KY Fund For Healthy Living Res                                                         14,653                      14,653
E1627   Ky Lions Eye Found In Opht-Sta                                                        289,161                     289,161
E1590   Ky Lions Eye Foundation Fund I       15,993                                1,383       48,197                      65,573
E1648   Ky Lions Fund For Eye Research                                                         89,292                      89,292
E0904   Ky Med Assoc Endowment                                                                                  1,407       1,407
E0564   Lang, Carolyn Fund                                                                     28,227                      28,227
E0858   Lapaille, C R Gift                                                                     15,034                      15,034
E0074   Lathan Prize Fund                                                                       8,258             677       8,935
E1246   Lebby Research Fund                  26,982                                5,360       51,710                      84,052
E0318   Leight Dr L Scholarship Fund                                                              350           3,939       4,289
E0886   Lieberman H Endowment Fund                                                             50,180                      50,180
E0195   Litchfield, Hf&R                                                                       34,500         123,958     158,458
E0386   Little Lectures-Medicine                                                                                                0
E7815   Little Lectures-Medicine                                                               20,900                      20,900
E0238   Longmuir, C R Fund                                                                     11,101                      11,101
E0602   Louisville Medical F                                                                    3,451                       3,451
E0636   Mains, Janke Memorial                                                                     861                         861
E0217   Marshind, Ora Fund                                                                     39,700          55,292      94,992
E0107   Martin, Dr Mem Fund                                                                     5,071                       5,071
E0369   Martinez S A Endowment                                                                  2,951                       2,951
E0056   Mccullough Scholars                                                                    12,200          13,158      25,358
E0015   Mccullough, James C                                                                     7,500           2,542      10,042
E0421   Mcdowell Evans Trust                                                                                                    0
E7819   McDowell Evans Trust                                                                  416,895                     416,895
E0411   Mcferran Chair - JDR                                                                                                    0
E1492   Mcferran Chair Juv Diab RCTF         19,528       30,335                  14,315      315,866                     380,044
E0133   Mcmurtry Fellowships                                                                                                    0
E7806   McMurtry Fellowships                                                                   57,000                      57,000
E0131   Med Class '77 Chair                                                                     2,887                       2,887
E0863   Med Class '77 Chair                                                                     5,688                       5,688
E0927   MED/MSPA Endowment Fund                                                             1,105,523                   1,105,523
E0579   Medical Alumni Fund                                                                     8,370                       8,370
E0475   Medical Alumni Scholars                                                                17,250          10,054      27,304
E0595   Medical School Gener                                                                                   58,749      58,749
E0305   Meyer E R Scholarship Fund                                                                                              0
E7814   Meyer E R Scholarship Fund                                                             20,275                      20,275
E0205   Miles, Jeffrey Scholars                                                                                10,197      10,197
E1178   Miller Lecture Reinvestment                                                            14,925                      14,925
E0065   Miller, A.J. Lecture                138,114                               22,489      126,694                     287,297
E0642   Miller, Dr F Memorial Scholars                                                         14,700          30,287      44,987
E0546   Mm Evans Funds-State                                        17,669         2,551      111,813                     132,033
E0619   Moore Cancer Fund                                                                       1,711                       1,711
E0342   Moore Je Med Sch Fund                                                                   4,200          13,434      17,634




                                                             35
                                                                                          UOFL FOUNDATION, INC.
                                                                                                2008-2009 BUDGET

                                              Salaries and Wages            Fringe       Current
                                        Faculty        Staff     Other      Benefits     Expense       Scholarships    Total
E0573   Moore, Dr J W Fund                                                                  109,921                      109,921
E0188   Moore, W R Charitable Trust                                                                                            0
E7809   Moore, W R Charitable Trust                                                          36,000                       36,000
E0165   Moore, Wr Chair Family               14,984                              2,822       28,882                       46,688
E0051   Moren Scholarship                                                                       161            2,008       2,169
E0632   Murphy Pulmonary Res                                                                 31,263                       31,263
E0060   Muss, Dr Israel Memorial                                                                                 631         631
E0925   Nelson End Fund-Medicine             48,522                              9,790       20,367                       78,679
E0541   Neuro Surgery Chair-State                        51,633                 16,634       14,784                       83,051
E1479   Neurolog Rehab Res Fund-State                                                       212,817                      212,817
E1297   Neurology Chair KY                  50,692                              10,073       21,981                       82,746
E0911   Neurosurgery Chair                                                                   88,507                       88,507
E0045   Newberg Scholarship                                                                  12,251            2,635      14,886
E0576   Newmark, L Bequest                                                                                     3,458       3,458
E0418   Norton Hospital Fund                             37,166    10,200       19,308        1,648                       68,322
E0549   Norton-Bucks/Brains                                                                 555,398                      555,398
E0121   O'Connor, P Fund                                                                     12,920                       12,920
E9254   OHP CHAIR PEDS STATE                                                                 82,746                       82,746
E1303   Ole,Mabel,Wilma Nelson,BioMed                                                        37,804                       37,804
E1591   Olive Harris/Stodghill Schlrs                                                         6,400            5,957      12,357
E1486   ORI Endowment                                                                         3,540                        3,540
E0425   Ortner Scholarship                                                                   25,000            6,349      31,349
E0578   Osterman Prize Fund                                                                   8,000              579       8,579
E0037   Palmer, E R                                                                                            5,703       5,703
E0093   Patterson Fund                                                                          229            4,486       4,715
E0122   Pedigo, Gw Scholars                                                                  42,844                       42,844
E1575   Peds Outcomes Res-State                                                             128,483                      128,483
E1563   Peds Outcomes Res-UPF Gift                                                          137,498                      137,498
E0413   Petersdorf Chair                                 56,676                 15,782      162,528                      234,986
E0526   Petersdorf Chair-State                           15,000                  4,933      187,045                      206,978
E0079   Pfingst, Adolph Fund                                                                 30,033                       30,033
E0889   Pharm & Toxicol Fund                74,611       19,575   103,291       32,089      547,268                      776,834
E1440   PJGKirk Sch. of Med Edu Fund                                                          5,998            8,282      14,280
E1031   PLLC Emergency Medicine                                                              72,169                       72,169
E1639   Polk Endowment -State                                                                45,890                       45,890
E0730   Polk/Banerjee Chair                  61,549                             13,405      248,443                      323,397
E0658   Pomeroy Res Endowment Fund                       26,280                  6,273        9,552                       42,105
E0806   Price Memorial Endowment Fund                                                        25,120                       25,120
E7800   Price Trust Fund                    25,116                               5,147      (30,263)                           0
E0146   Pritchett Scholarship                                                                 1,777            5,951       7,728
E0771   QFE-Ackerly Chair                  120,000                              16,473      948,903                    1,085,376
E0747   QFE-C. Smith Lectureship                                                             24,830                       24,830
E0751   QFE-Chair Gen Medicine                                                                1,079                        1,079
E0795   QFE-Chair Internal                                                                    2,387                        2,387
E0776   QFE-Chair Orthopedic Surgery                                                          3,690                        3,690
E0732   QFE-Chair Surgery                   69,503                              13,302      264,454                      347,259
E0769   QFE-Christopherson                  47,172       46,257                 20,288      137,831                      251,548
E0807   QFE-Chrst Chair                                                                       6,766                        6,766
E0754   QFE-Dept Orthopedics                                                                  4,824                        4,824
E0739   QFE-Dept Pediatrics                                                                   9,621                        9,621
E0191   QFE-Duggan Chair                    43,358                 23,228       10,923      412,225                      489,734
E0192   QFE-Fischer Professorship           57,833                               9,122       45,659                      112,614
E0177   QFE-Joyes Chair                     10,474                               1,932      781,192                      793,598
E0792   QFE-Keeney Chair Res                                                                  4,694                        4,694
E0740   QFE-Ob/Gyn                                                                            7,806                        7,806
E0756   QFE-Otolaryngology                                                                   10,315                       10,315
E0815   QFE-Physiology                                                                       21,716                       21,716
E0759   QFE-Polk Scholarship                                                                 16,000            4,070      20,070
E0752   QFE-Psychiatry                                                                        2,351                        2,351
E0686   QFE-Res Anatomy                                                                       2,517                        2,517
E0676   QFE-Res Anatomy Department                                                           19,242                       19,242
E0727   QFE-Res Anesthesia                                                                    2,362                        2,362




                                                            36
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                               Salaries and Wages         Fringe       Current
                                         Faculty        Staff     Other   Benefits     Expense      Scholarships    Total
E0723   QFE-Res Cancer                                                                     1,389                       1,389
E0725   QFE-Res Microbiology                                                               1,186                       1,186
E0722   QFE-Res School Of Medicine                                                         3,410                       3,410
E0750   QFE-Research Pharmacology                                                          2,310                       2,310
E0685   QFE-Sch Medicine                                                                   4,031                       4,031
E0673   QFE-School Medicine                             111,778               43,184      95,984                     250,946
E0770   QFE-Urology Dept                     27,587                            3,959      12,708                      44,254
E0433   Quaife Fund-Family Practice                                                       23,285                      23,285
E0180   Ratterman, Dr B Scholars                                                             746            8,096      8,842
E1664   Richard Roth Lectureship                                                           2,929                       2,929
E0928   Roberts Gift Medical School                                                       85,827                      85,827
E0314   Roenn Kf Von Chair                   53,003                           10,422      26,192                      89,617
E0819   Rosenfeld, Dr Memorial Fund                                                       50,886                      50,886
E1482   Rounsavall Endowed Chair                                                          52,113                      52,113
E1528   Rounsavall Endowed Chair-State                                                    64,204                      64,204
E0264   Ruble Wg Award                                                                     1,000            1,163      2,163
E0559   Rudd Mc&Md Fund                      21,011                            8,430     171,468                     200,909
E1530   S & L Gibson Prf in Med-State        16,874                            3,528       7,398                      27,800
E0605   Sammis Fund                                                                      105,476                     105,476
E0212   Sarchet Med Scholarship                                                          113,000         223,449     336,449
E0656   Segal, T Lecture Fund                                                              8,416                       8,416
E0516   Sessler G Research                                                                 3,145                       3,145
E0896   Shampain Sch-Medicine                                                                              3,680       3,680
E0030   Simpson Scholarship                                                                 2,770         33,835      36,605
E0337   Smith Nancy M Fund                                                                 82,707                     82,707
E0168   Smith, Dr S Med Scholars                                                              300           2,754      3,054
E0083   Smith, Ruby Jane Foundation                                                        12,549           6,878     19,427
E0167   Smock Trust Geriatric                                                                                              0
E0422   Solomon/Stroehlein                                                                 4,422                       4,422
E0018   Spafford Ackerly Scholars                                                          6,800                       6,800
E0923   Spinal Chair Match 2                 11,469                            2,148      74,534                      88,151
E1620   Spinal Cord Injury Chair #6                                                       47,004                      47,004
E1493   Spinal Cord/Head Injury RCTF                     25,700                9,509      81,813                     117,022
E1265   Spine & Head Injury Chair 4                                                      347,242                     347,242
E1619   Spine & Head Injury Chair 6                                                       33,135                      33,135
E0946   Spine&Head Chair 3                                                               177,734                     177,734
E0547   Spine/Head Chair (2)-State           25,944                            5,131      63,410                      94,485
E0545   Spine/Head Chair-State                                                            91,665                      91,665
E0286   Stambaugh Hum Lectureship             7,200                            1,398      17,910                      26,508
E0634   Starr, S Professorat                                                              33,306                      33,306
E0880   Stege, Martha H Endowment                                                          7,021                       7,021
E0009   Stein, Dr J Fund                                                                  20,493                      20,493
E0431   Stodghill Foundation Chair           34,450                            7,022     165,740                     207,212
E0517   Strauss Award                                                                        813                         813
E0810   Surgical Resident Re                                                              48,320                      48,320
E0868   Tg Day Chair Gyn-Onc                 56,141                            9,260      91,640                     157,041
E0593   The Class Of '53 Fund                                                              2,339                       2,339
E1658   The Herman & Heddy Kurz Fund-M                                                     3,584                       3,584
E0042   Threlkel Scholarship                                                                 669             210         879
E1576   Tobacco Harm Chair-State                                                         128,483                     128,483
E1554   Tobacco Harm Reduction Chair                                                      67,030                      67,030
E0155   Towery, Bt Memorial Fund                                                          16,333                      16,333
E0661   Townes, Dr Mem Endowment Fund                                                      1,613                       1,613
E0223   Troutman,Wb Memorial Fund           122,736      29,386               33,280      57,291                     242,693
E0128   Trover, Barton C Memorial                                                          6,653                       6,653
E0132   Trover, Ruth T Memorial                                                            6,703                       6,703
E0860   Tuley Prize Reinvest                                                                                1,905      1,905
E0028   Tuley, Henry E Prize                                                                1,907           2,208      4,115
E0013   Uhde, George I Fund                                                                19,206                     19,206
E1484   UMA Chair in Pulmonary Med                                                          3,993                      3,993
E1529   UMA, PSC Chr in Pulm Med State                                                    193,197                    193,197
E1433   UPF Gift for Pediatric Resch.                     7,310                2,653       90,221                    100,184




                                                            37
                                                                                         UOFL FOUNDATION, INC.
                                                                                               2008-2009 BUDGET

                                             Salaries and Wages            Fringe       Current
                                       Faculty        Staff     Other      Benefits     Expense      Scholarships     Total
E1447 UPF-Peds Res State                               29,024                   9,788       79,065                     117,877
E1249 URB Health Chair-State               45,268                               5,882       85,999                     137,149
E1577 Vogt Chair-Epidemiology-State                                                         64,192                      64,192
E0199 Wade/Owen Scholarshp                                                                   5,000         12,187       17,187
E0665 Wald, H Research Fund                                                                 46,205                      46,205
E0383 Waterman/Abrams Award                                                                  5,767                       5,767
E0441 Weakley Chair-Anesthesiology         25,292                               5,797      212,020                     243,109
E0322 Weakley Chair-Oncology                                      22,000        2,948      289,109                     314,057
E0531 Weakley Chair-State                  25,292                               5,797      218,017                     249,106
E0360 Weiner Endowed Fund                                                                  122,624                     122,624
E1629 Wendell Cherry Ct Resea State                                                         65,258                      65,258
E1594 Wendell Cherry Chair Ct Resear                                                        29,306                      29,306
E0077 Wershaw Educ-Res Fund                                                                 19,079                      19,079
E0620 Wheeler,Minnie Fund                                                                  126,128                     126,128
E0118 Willams, M Prize                                                                      12,202                      12,202
E0052 Williams Scholarship                                                                     161          2,008        2,169
E0808 Williams, H Travel                                                                    20,000          4,980       24,980
E0900 Wilson Endowment Fund                                                                136,614                     136,614
E0922 WJ Waddell Seminar                                                                    11,588                      11,588
E0347 Worley Scholarships                                                                      625          8,119        8,744
E0287 Ziegler, A Bequest                                                                   131,170                     131,170
School of Medicine Total                 3,934,022   1,421,045   241,012    1,196,887   26,857,294      2,058,093   35,708,353

School of Music
E0039 Anderson, Dwight Fund                                                                                 6,223       6,223
E1295 Anthony D. Gigante Mem Endow                                                                          1,341       1,341
E0987 B Flexner Music Reinvestment                                                           1,380                      1,380
E0892 Babb Scholarship                                                                                      4,092       4,092
E0221 Bomhard Chair Music                  38,424                              13,685      14,128                      66,237
E0381 Bomhard Fellowship                   15,094                 31,500       11,725      35,836          23,233     117,388
E0811 Bomhard, C Scholars                                                                                   1,012       1,012
E0046 Boswell, H Memorial                                                                                     793         793
E1283 Claugus Scholarship                                                                                   5,732       5,732
E0292 Clay D Norton Scholars Fund                                                                          15,730      15,730
E0452 Comstock Art Fund                                                                    28,575                      28,575
E0332 Comstock Margaret Fund                                                                2,925                       2,925
E0519 Crutcher Scholarship                                                                    785                         785
E0211 Cubranic, Mary Scholars                                                                               5,134       5,134
E0611 Davidson, Mn Fund                                                                       343                         343
E0367 Dickinson Melvin Award                                                                                2,726       2,726
E0269 Duncan, Abby Scholars                                                                                11,208      11,208
E0306 Dunham Irene L Fund                                                                                   6,365       6,365
E0890 E M Aldrich Scholars Fund                                                                            77,090      77,090
E1549 Ed And Catherine Roby Scholars                                                                          937         937
E0032 Flexner Scholarship                                                                       1          27,258      27,259
E1465 Grawemeyer Adm/Music                                                                 35,000                      35,000
E0285 Harrison/Houston Fund                                                                                 1,793       1,793
E0029 Hellman Scholarship                                                                                   7,280       7,280
E0399 Herz Professor-Music                                                                 23,581                      23,581
E0630 Herz, Gerhard Fund                                                                                    4,585       4,585
E0692 Humana Scholars Music                                                                                 2,990       2,990
E0210 Keyes,Nelson Scholars                                                                                 3,590       3,590
E0898 Koch Piano Scholars                                                                                   1,500       1,500
E0899 Koch Violin Scholars                                                                                  1,500       1,500
E0213 Koch, L Music Scholars                                                                                2,956       2,956
E1285 Koerselman Scholarship                                                                                4,391       4,391
E0464 L Bumgardner Fund                                                                    15,130                      15,130
E0408 Little Lectures-Music                                                                                                 0
E0271 Louise Jones Hickman Scholars                                                                         3,896       3,896
E1017 Luvisi Piano Scholars                                                                                 5,860       5,860
E1434 M&J Owen Scholars Fund Music                                                                          3,166       3,166
E0472 Margaret S Comstock Choral Fd                                                                                         0




                                                           38
                                                                                            UOFL FOUNDATION, INC.
                                                                                                  2008-2009 BUDGET

                                             Salaries and Wages             Fringe         Current
                                       Faculty        Staff     Other       Benefits       Expense     Scholarships    Total
E0479 Mccombs, Joan Fund                                                                       5,944                     5,944
E0348 Means Terstegge Fund                                                                                   29,580     29,580
E1659 Miesner Music Endowment                                                                  2,149                     2,149
E0834 Music Endow Scholars Fund                                                                             120,689    120,689
E0646 Music School Endowment                                                                  21,990                    21,990
E0936 New Music Fund                                                                           3,572                     3,572
E0370 Norman Scholarshp Fund                                                                                   1,197     1,197
E0070 Norton Scholarship                                                                                       5,981     5,981
E0081 Overstreet Fund Music                                                                                                  0
E0568 Owen,Benjamin Mem Scholars                                                                               1,558     1,558
E0116 Peltier Scholarship                                                                                        586       586
E1506 Phil Bailey Jazz Scholarship                                                                               882       882
E0695 QFE-Music                                                                                1,662                     1,662
E0761 QFE-Music Scholars                                                                       2,319                     2,319
E0707 QFE-Music School Organ                                                                     887                       887
E0675 QFE-School Of Music                                                                     27,943                    27,943
E0825 QFE-Weisberg Music Scholars                                                                              3,633     3,633
E0207 Rapier, Leon Scholars                                                                                    2,384     2,384
E0024 Reinecke Scholarship                                                                                     4,080     4,080
E0090 Roberts, Ft Memorial                                                                                     2,910     2,910
E0338 Schultz Paula Endowment                                                                                  1,502     1,502
E1452 Schupback Music Scholarship                                                                              1,234     1,234
E0426 Schwann Scholarship                                                                                      4,922     4,922
E0038 Sigma Alpha Iota Award                                                                                     209       209
E0368 Smith Emile S Fund                                                                      13,343                    13,343
E0275 Smith Macauley Scholars                                                                                19,325     19,325
E0821 Smith, F Memorial Scholarship                                                                           1,701      1,701
E1552 Visiting Jazz Artist Chair                                                               6,796                     6,796
E0311 Weisberg Scholarship                             21,640                    1,711        28,285                    51,636
E0567 Whitney, Margaret G                                                                                     1,951      1,951
School of Music Total                      53,518      21,640    31,500         27,121       272,574        436,705    843,058

School of Nursing
E0414 Arnold Memorial Scholars                                                                                 3,315     3,315
E0334 Craddock Grad Res Fund                                                                   4,227           4,820     9,047
E0256 Hirsh Lewis A Memorial                           12,531                    1,676        24,556                    38,763
E0772 Humana Scholars Nursing                                                                                  3,584     3,584
E1005 Lacefield P K Scholars                                                                                   1,471     1,471
E1641 Marc & Judy Norton Endowment                                                                               796       796
E0374 Maria Lineriz Valdez Parel End                                                           6,062           1,544     7,606
E0233 Morgan,Ha & Rb Scholars                                                                  3,175           5,041     8,216
E0552 Powers Chair-State                   29,428                                6,060        69,054                   104,542
E0496 Powers Endowed Chair                 23,687                                4,875        24,238                    52,800
E0749 QFE-School Nursing                                                                                     10,236     10,236
E0260 Sasse Ep Scholar Fund                                                                                   4,182      4,182
E0247 Van Bever Scholars Nursing                                                              23,123          9,703     32,826
School of Nursing Total                    53,115      12,531           0       12,611       154,435         44,692    277,384

Public Health
E1598 Schmid Fdn For Public Hlth-Sta                                                           3,722                      3,722
E1558 Schmidt Foundation Endowment                                                             1,587                      1,587
Public Health Total                             0           0           0              0       5,309              0       5,309

J. B. Speed School of Engineering
E0019 Atherton Scholarship                                                                     1,569           8,705    10,274
E0253 Aux Lou Ky Sope Fund                                                                     8,901           2,742    11,643
E0626 Baldez,Helen Fund                                                                        4,440                     4,440
E0176 Barnhouse, Jd Scholars                                                                     983           1,808     2,791
E1435 Bio-Eng Chair Lutz                                                                      16,291                    16,291
E1012 Bio-Imaging                         113,172                               24,043       474,713                   611,928
E1321 Biomech Devices-RCTF                104,465                               22,782       615,698                   742,945
E1014 Biomechanics Chair-State            112,011                               24,101       238,442                   374,554




                                                          39
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                               Salaries and Wages         Fringe       Current
                                         Faculty        Staff     Other   Benefits     Expense      Scholarships    Total
E1266   Biosensing Systems                   45,200                           13,132      289,581                     347,913
E1264   Biosensing Systems - State           56,000                            9,377      311,004                     376,381
E0423   Boultinghouse, M Fund                                                              11,798          14,226      26,024
E0582   Brigman Award Fund                                                                    214                         214
E0412   Brown & Williamson                                                                 11,476                      11,476
E0465   Burton Scholarship                                                                    867           7,594       8,461
E1301   Cardiac Implant Science              58,000                            9,401      322,776                     390,177
E1302   Cardiac Implant Science-State        50,100                           13,685      324,332                     388,117
E1420   CECS Lab Endowment                                                                  1,623                       1,623
E0680   Chen, Al Scholarship                                                                2,341           2,810       5,151
E0459   Colgate Palmolive Scholars                                                          3,774           4,916       8,690
E1237   Conn RCTF                                        11,000                1,695        9,000           5,907      27,602
E0510   Conn RL & HP Fellow                              11,000                1,695                        7,624      20,319
E0263   Cooney Scholars Speed                                                                 126           4,001       4,127
E1557   Cowan Ph.D. Fellowship-State                     20,000                3,189       20,000          12,087      55,276
E1245   Davis D&M Endowment                                                                   996           3,218       4,214
E0246   Dean Ernst Scholarship                                                                              9,876       9,876
E0419   Duthie Chair-Eng                      9,495                            4,130       70,778                      84,403
E0525   Duthie Chair-State                    9,495                            4,130       52,715                      66,340
E0895   E ON US Foundation Minority                                                         2,665          10,198      12,863
E0466   E ON US Foundation Scholarship                                                     20,187           9,761      29,948
E1253   E.ON US Minority Fellowship                                                         3,979           7,908      11,887
E1025   E-Commerce Chair                     84,830                           15,087      139,167                     239,084
E0172   Fife Lab Equipment Fund                                                            95,362                      95,362
E0181   Fife, S T Award                                                                     1,668                       1,668
E0736   Fife, Samuel T Fund                                                                 1,373           1,970       3,343
E0296   Fife, Samuel T Professorship          5,900                            7,162        9,660                      22,722
E0629   GE Gift Fund                                                                        5,176                       5,176
E0560   Gonigale W J Mc Fund                                                               56,740                      56,740
E0548   Gordon-Hockensmith                                                                 20,220                      20,220
E1323   Grosscurth Sch Ii                                                                  70,000          49,734     119,734
E0515   Grosscurth Scholars                             347,339               43,102      803,903         380,563   1,574,907
E0069   Hazelet & Erdal Scholars                                                            1,931           4,106       6,037
E1497   Heddy Kurz Building Fund Gift                                                       4,514                       4,514
E0873   Heer, Je Jr Faculty Fund                                                          298,672                     298,672
E0394   Henderson Elec Fund                                                                16,470          18,380      34,850
E0336   Hsing Chuang Award                                                                                  1,407       1,407
E1306   Hubbs Family Endowed Scholars                                                       1,075           1,452       2,527
E1414   IIE Chapter Scholars                                                                   48           1,660       1,708
E1040   Kamdar Scholars-Speed                                                               1,245           1,554       2,799
E1219   Kurz Reinvestment-SPD                                                                 425                         425
E0144   Kurz, Hf&Hlh                                                                        3,859                       3,859
E1259   Lutz Fundf-Mission Support                       36,497               11,029      184,072                     231,598
E1263   Lutz Infrac - RCTF                   16,849                            3,704      209,077                     229,630
E1006   Lutz Infrastructure                                                               273,334                     273,334
E0354   Lutz Microfab Lab                                                                  46,600                      46,600
E0372   Lutz Paul&Flo Fund                                                              1,095,798                   1,095,798
E1239   Lutz RTCF                                                                         457,877                     457,877
E1409   M.E. Alumni Fund                                                                    6,053                       6,053
E0450   Mann Scholarship                                                                      698           5,421       6,119
E0924   Mather-Frank Fellows                             18,000                2,938       26,521           1,571      49,030
E1431   Matthew Aldridge Cowan Fellow                    16,000                2,873       16,457          12,906      48,236
E1038   Mills J R Scholars                                                                  3,597             941       4,538
E0044   Monohan Scholarship                                                                   219           2,627       2,846
E0023   Montfort Scholarship                                                                7,711           4,745      12,456
E1145   Montfort Scholarship                                                                                  901         901
E1415   Murray, Jr. T.M. Endowment                                                         25,403          12,644      38,047
E1010   Nanotechnology Chair                 92,000                           18,580      599,444                     710,024
E1326   NEIMAN/ALUM CHE END                                                                17,702                      17,702
E0469   Neuhauser Fund                                                                      7,451                       7,451
E1449   Paul Winnia Scholarship Fund                                                        7,334          56,306      63,640
E0493   Pullin Fellowship                                22,000                3,350                        9,918      35,268




                                                            40
                                                                                               UOFL FOUNDATION, INC.
                                                                                                     2008-2009 BUDGET

                                                Salaries and Wages             Fringe         Current
                                          Faculty        Staff     Other       Benefits       Expense      Scholarships    Total
E0187 QFE-Clark Chair Cae                     21,520       7,933    21,000          7,585        44,893                      102,931
E0790 QFE-Scholarship-SPD                                                                            17                           17
E0720 QFE-SPD ECE                                                                                 1,248                        1,248
E0697 QFE-Speed School                                                                           20,146                       20,146
E0919 R Neiman Scholars                                                                          19,793          13,592       33,385
E0375 Randolph C & M Lab                                                                         50,000                       50,000
E0150 Richards/GE Mem Fund                                                                       11,178           7,302       18,480
E1260 Runner Jr Fund - Ky                                 13,000                    2,003        27,606           5,834       48,443
E0477 Runner, Wt Jr Fund                                   9,000                    1,388        30,280          11,909       52,577
E0462 Samtec Scholarship                                                                                          3,924        3,924
E0942 Schell J&E Scholars                                                                                         1,272        1,272
E0283 Schnur, RC Sr. Endow Equipment                                                             17,323                       17,323
E0831 Schoettler, F W Fund                                                                                        5,625        5,625
E1421 Schwarzalder Fellowship                             21,000                    3,268                         7,752       32,020
E0492 Shen Fellowship                                                                                             4,555        4,555
E0912 SPD Alum Comput Fund                                                                       46,690                       46,690
E0489 SPD Alum Computing 2                                                                       23,294                       23,294
E0711 SPD-CAD Lab                                                                                32,946                       32,946
E1556 SPD-Dr. Gwong-Chain Sun Scho                                                                2,447           2,100        4,547
E1551 SPD-Jerry & Pat Sturgeon Fund                                                               3,538                        3,538
E1624 SPD-Kohnhorst Fund-State                                                                   15,297                       15,297
E1623 SPD-Mary Lou/Earl Kohnhorst                                                                 4,505                        4,505
E0839 Speed Scholars Endowment                                                                    1,037           9,016       10,053
E0574 Speed School Alumni                                                                                        70,666       70,666
E0002 Speed, JB Memorial                                  90,103                   16,531       279,347                      385,981
E0027 Streng Prize Fund                                                                           4,150                        4,150
E0393 T Ward Scholarship Fund                                                                     1,769           1,425        3,194
E0401 Theobald Scholarship                                                                                       15,653       15,653
E0315 Veech Col J E Fund                                                                         23,937          34,521       58,458
E0800 Vogt Chair Computer Science             19,710                40,000          7,938       260,740                      328,388
E0228 Wilburn-Shipman Scholarship                                                                 2,012          12,744       14,756
E0284 Wilhelm A Endow Equipment                                                                  10,024                       10,024
E0627 Wilhelm, A R Fund                                                                           3,002                        3,002
E1515 Winna End Chair of MEMS-State           44,806                              10,425        166,173                      221,404
E0278 Zeon Grad Fellowship                                11,000                   2,039                          1,853       14,892
J. B. Speed School of Engineering Total      843,553     633,872    61,000       290,362       8,441,517        891,930   11,162,234

University President
E0667 QFE Endowment-Venture Fund                                                                329,600                     329,600
President Total                                    0           0           0              0     329,600               0     329,600

University Provost
E7823 Barth Foundation Scholarship                                                                7,686                       7,686
E0931 Blue Coats Of Louisville                                                                  105,100          12,758     117,858
E0096 Brecher Scholarship                                                                           988           2,542       3,530
E0817 Brodschi, G Scholars                                                                                       11,880      11,880
E0041 Brown, Mavin Hamilton                                                                       4,058                       4,058
E0328 Caddy Mem-Aaf Scholarship                                                                                   4,346       4,346
E1542 Carl And Dora Jansing Hallmark                                                                              6,415       6,415
E0497 Carter R & L Scholars                                                                      11,291          17,969      29,260
E1475 Civic leadership & Education                        25,000    10,000         12,170        63,017           8,500     118,687
E1532 Civic Leadership/Educ Endow                         22,000    10,000         11,920        12,610           8,000      64,530
E1634 Civics Research And Educ-Gift                                                              36,333                      36,333
E1635 Civics Research And Educ-State                                                             61,186                      61,186
E0438 Conliffe Scholarship                                                                          702           8,393       9,095
E0261 Courtaulds Coat Scholars                                                                    2,733           4,074       6,807
E1284 Crum Scholars                                                                               2,170           4,277       6,447
E0330 Dawson Alice S Scholarship                                                                147,402          45,514     192,916
E0153 Douglas Scholarship                                                                        84,859          72,316     157,175
E0331 Druien Paula&Meta Award                                                                     2,676           4,129       6,805
E0460 Eagle Steel Scholarship                                                                        57           4,667       4,724
E0265 Fischer Family Fund                                                                        13,106          15,475      28,581




                                                             41
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET

                                             Salaries and Wages           Fringe       Current
                                       Faculty        Staff     Other     Benefits     Expense      Scholarships    Total
E0021 Flexner Scholarship                                                                    313           3,024        3,337
E0031 Flexner Scholarship                                                                190,504         131,302      321,806
E0054 Ford Scholarship                                                                       564             869        1,433
E0215 Ford/Eeoc Scholarship                                                                8,147          29,775       37,922
E0049 G. Zorn Scholarship                                                                  4,729           2,008        6,737
E0068 GE College Bowl                                                                      1,504           4,678        6,182
E0267 Getman O&C Scholars                                                                  1,128           4,704        5,832
E1470 Grawemeyer Adm/General               12,000                              6,280      33,720                       52,000
E1469 Grawemeyer Adm/Religion               3,000                              1,570      53,430                       58,000
E1460 Grawemeyer Award/Education                                                         200,000                      200,000
E1464 Grawemeyer Award/KYANA Metro                                                         6,500                        6,500
E1459 Grawemeyer Award/Music                                                             200,000                      200,000
E1462 Grawemeyer Award/Psychology                                                        200,000                      200,000
E1463 Grawemeyer Award/Religion                                                          200,000                      200,000
E1461 Grawemeyer Award/World Order                                                       200,000                      200,000
E1669 Grawemeyer Pr                                                                       20,000                       20,000
E1671 Grawemeyer Residual Funds                                                           92,307                       92,307
E0663 Harris, Maud B Scholars                                                              6,251           2,590        8,841
E0458 Harrison Co/UofL Scholars                                                            9,372          16,233       25,605
E0099 Hattie B. Speed Fund                                                                 2,633           1,007        3,640
E0108 Humana Scholar Excel                                                                73,292          55,387      128,679
E0699 Humana Scholars Excellence                                                          29,505          23,437       52,942
E0833 Humana Scholars Excellence                                                           2,728           2,744        5,472
E1612 J&L Shumaker Int'l Scholars                                                            672                          672
E0166 KHSA-West Scholarship Fund                                                             312           3,527        3,839
E0156 Kilgore Scholarship                                                                130,482         132,481      262,963
E0832 King, Ml Scholars Fund                                                                 584          72,138       72,722
E0461 Koetter Family Scholarship                                                           6,358           3,907       10,265
E0617 Kosmos Portland Cement                                                             155,117         120,907      276,024
E0137 Koster Pres Scholars                                                                 8,094           9,472       17,566
E0454 Landrum Scholarship                                                                  1,304          16,368       17,672
E0427 McConnell Chair                                  64,884                 13,762      10,892                       89,538
E0527 McConnell Chair-State                            66,357                 14,075       7,980                       88,412
E0257 McConnell Political Leadership                   18,659    35,000       10,975     222,571         262,337      549,542
E0569 Moorman, C H Fund                                                                    4,678           5,792       10,470
E0463 National City-So IN Scholars                                                             1           2,013        2,014
E0299 New Beginning Scholars Fund                                                         83,832          36,402      120,234
E1288 Oppenheimer Fund                                                                                    11,910       11,910
E0101 Overstreet, Ca Fund                                                                    489             274          763
E0230 Price, G & L Scholars                                                                1,413           1,590        3,003
E0718 QFE-Academic & Ce                                                                      915                          915
E0744 QFE-B&W Merit Awards                                                                 3,775          10,371       14,146
E0701 QFE-Faculty Development                                                              3,431                        3,431
E0762 QFE-Scholarships                                                                     3,950             568        4,518
E0361 QFE-Sister Cities                                                                    5,511                        5,511
E0913 S Indy-A&S Scholars                                                                 43,439           21,357      64,796
E0025 Selligman Scholarship                                                                1,202            1,129       2,331
E0471 Shelby Inds Scholars                                                                 3,820            2,603       6,423
E0222 Slugger,Louis Scholars                                                               3,795            2,432       6,227
E0097 Smith, Milton H Fund                                                                29,441           21,724      51,165
E0914 Sou Indy Scholars-7Co                                                               29,419           38,446      67,865
E1328 Switerland Co. Scholars                                                              3,057              880       3,937
E0071 Thompson Scholarship                                                                 2,487            3,103       5,590
E0350 Walker Morton Scholarship Fund                                                         387            7,739       8,126
E0043 Wessinger, Harry Fund                                                                                 5,132       5,132
E1410 Womens Club Scholars                                                                 1,816            6,611       8,427
E0359 Yarmuth Endowment Fund                                                               1,643            8,389      10,032
E1043 Zimmerman Scholars Fund                                                                               2,218       2,218
University Provost Total                   15,000     196,900    55,000       70,752    2,865,468       1,320,833   4,523,953




                                                          42
                                                                                                 UOFL FOUNDATION, INC.
                                                                                                       2008-2009 BUDGET

                                                  Salaries and Wages             Fringe         Current
                                            Faculty        Staff     Other       Benefits       Expense      Scholarships     Total
Vice President for Research
E0721 QFE-Research                                                                                  17,055                      17,055
Vice President for Research Total                    0           0           0              0       17,055              0       17,055

Student Affairs
E0767 Adams, H Mem Scholarship Fund                                                                                 11,898      11,898
E0382 Covington Janice Scholars                                                                                      2,592       2,592
E0838 Fm Strickler Endowed                                                                           7,760                       7,760
E0392 Soper, Jl Memorial Fund                                                                                        3,158       3,158
E0878 Torchbearer Endowment                                                                                          2,503       2,503
Student Affairs Total                                0           0           0              0        7,760          20,151      27,911

Vice President for Business Affairs
E0364 University Club Fund                                                                         287,220                     287,220
Vice President for Business Affairs Total            0           0           0              0      287,220              0      287,220

Vice President for University Advancement
E1660 AAAC Scholarship                                                                                 100            573          673
E0901 Alumni Assoc Support                                                                         124,944                     124,944
E0351 Baer Scholarship Fund                                                                          7,000           6,504      13,504
E0836 Chicago Alumni Club                                                                            1,500           1,960       3,460
E0874 Dallas-Ft Worth Alumni                                                                         7,000             892       7,892
E1667 Estate Of Wilbur Ball                                                                         19,005                      19,005
E0295 Fields Alumni Scholarship Fund                                                                                 5,660       5,660
E1001 Gr St Louis Alumni                                                                             3,000             843       3,843
E0842 Houston Alumni Scholarship                                                                     9,000           1,149      10,149
E0320 Kent Ra V-12 Sch Fund                                                                         11,000           4,929      15,929
E0288 Lexington Area Alumni                                                                          8,000          13,417      21,417
E1044 Mueller R Scholarship Fund                                                                     3,000           3,684       6,684
E0561 New York Area Alumni                                                                          25,000           6,178      31,178
E0203 QFE-W Wyatt Sr Award                                                                         340,528                     340,528
E0798 QFE-WUOL FM Radio                                                 1,400           111         10,177                      11,688
E1111 QFE-Wyatt Award Reinvestment                                                                   3,588                       3,588
E1539 R Williams Scholarship Fund                                                                   14,000          11,477      25,477
E1654 River City Alumni Club Scholar                                                                   100             632         732
E1437 Rodney Williams Legacy Schlshp                                                                11,000           6,581      17,581
E0316 Shbyvl/Fkt Alum Scholarship                                                                    3,000           3,217       6,217
E0333 William G Caldwell Scholarship                                                                                 6,089       6,089
University Advancement Total                         0           0      1,400           111        600,942          73,785     676,238

TOTAL ENDOWMENTS                              6,745,370   2,653,151   523,889     2,154,028     52,387,070       6,847,976   71,311,484




                                                                43
                                                                                             UOFL FOUNDATION, INC.
                                                                                                   2008-2009 BUDGET




                                        2008-09 Restricted Endowment Budgets
                                                  Historic Analysis
                                                  2004-05            2005-06       2006-07        2007-08       2008-09


College of Arts & Sciences                         1,732,808          3,635,257     4,305,134     4,860,989      5,962,296

College of Business                                1,678,825          1,829,399     2,139,118     4,231,544      4,914,071

School of Dentistry                                 171,913            193,520       211,985        453,800       516,051

College of Education/Human Development              306,096            818,398       492,697      1,072,688      1,409,516

Graduate School                                          98                102           114           124            556

Kent School of Social Work                           14,542             15,242        16,997         20,168       113,877

Brandeis School of Law                              990,676           2,333,946     2,143,938     2,913,397      3,318,907

University Libraries                                525,984            983,993      1,044,598     1,201,148      1,217,895

School of Medicine                                10,777,379         24,749,028    28,018,403    29,910,732     35,708,353

School of Music                                     600,419           1,032,457      945,158      1,167,231       843,058

School of Nursing                                    97,550            292,844       335,140        315,476       277,384

School of Public Health                                     0                  0             0       16,082         5,309

J. B. Speed School of Engineering                  3,107,272          3,433,849     3,906,672     9,602,634     11,162,234

University President                                185,100            262,700       331,800        339,500       329,600

University Provost                                  580,689           1,698,874     3,942,927     4,150,794      4,523,953

Executive Vice President for Health Affairs                 0                  0             0      140,664               0

Executive Vice President for Research                  1,762              1,848         2,060        16,127        17,055

Vice President for Business Affairs                 217,079            224,283       247,190        267,529       287,220

Vice President for Finance                             6,678              7,797         1,898               0             0

Vice President for Information Technology            16,765             17,574               0              0             0

Vice President for Student Affairs                  710,810           1,677,546         9,520        22,690        27,911

Vice President for University Advancement           184,588            196,185       220,167        615,814       676,238

      Total Endowments                            21,907,033         43,404,842    48,315,516    61,319,131     71,311,484




                                                                44
  Gift
Funds
                                                                      UOFL FOUNDATION, INC.
                                                                            2008-2009 BUDGET




                                             Gift Funds

Background
Donations to the University are classified as “gifts” when the contribution is under $10,000 or
the donor’s intent is to spend the corpus of the gift. Gift programs are established when the Uni-
versity receives monetary donations that are unrestricted in their use and purpose. However,
donors typically designate the college, school, or division where the funds are to be expended.
Budgeted gifts total approximately $32 million for FY 2008-09, which represents new gifts
from the previous year and accumulated cash balances set aside by Deans and Vice Presidents
for specific purposes. This amount represents a $3 million increase from FY 2007-08.


Revenue
The operating budget for gift programs is budgeted using cash on hand as the standard. That is,
the University units are not permitted to budget pledges or estimates of gift revenue before they
are received. Gift donations are received year round and are normally deposited to the account
in the month they are received. Once the funds are received, the revenue is booked in an appro-
priate gift account within the college, school or division. The budgets shown in this document
are developed from the funds available based on cash on hand.


Expenditures
Unlike the general fund budget, which is developed using revenue and expenditure projections,
the budget for unrestricted gift accounts is based on the actual cash balances. Based on these
cash balances, the respective Vice President or Dean is responsible for establishing the gift pro-
gram’s proposed expenditure budget. These funds are customarily budgeted for one-time ex-
penditures but can be held for future use. Thus, any balance remaining at the end of the fiscal
year carries over to the next fiscal year.


                                                 45
                                                                                                  UOFL FOUNDATION, INC.
                                                                                                        2008-2009 BUDGET


                                         Gift Funds Budget Summary
                                             (by Responsible Unit)


                                                Salaries and Wages                Fringe         Current
                                      Faculty          Staff         Other        Benefits       Expense       Scholarships    Total

College of Arts & Sciences                2,506          77,439           3,078      19,149      1,384,721          34,611     1,521,504

College of Business                      34,700        141,511            9,000      54,039      1,074,290         265,350     1,578,890

School of Dentistry                             0      117,168               0       29,201        172,064               0      318,433

College of Education & Human
Development                                     0         4,674              0         1,318       462,819            1,075     469,886

Graduate School                                 0            0               0               0        539           19,061       19,600

Kent School of Social Work                      0        56,919              0       19,482         56,198          39,150      171,749

Brandeis School of Law                          0        20,418              0         2,386     1,006,501            2,000    1,031,305

University Libraries                            0            0               0               0     314,401               0      314,401

School of Medicine                    8,808,725       7,623,341       404,533     4,261,557      1,401,143               0    22,499,299

School of Music                                 0            0               0               0     310,617          61,397      372,014

School of Nursing                       416,744          64,265              0      126,557        131,010            6,218     744,794

School of Public Health                         0            0               0               0      11,650               0       11,650

J. B. Speed School of Engineering         7,500        279,841               0       73,995        756,963               0     1,118,299

University President                      8,400              0               0          665                0             0         9,065

University Provost                              0            0               0               0     692,090         120,758      812,848

Vice President for Business Affairs             0            0               0               0      11,956               0       11,956

Vice President for Finance                      0            0               0               0      10,371               0       10,371

Vice President for Information
Technology                                      0            0               0               0       1,150               0         1,150

Vice President for Student Affairs              0            0               0               0      98,769               0       98,769

Vice President for University
Advancement                                     0            0               0               0     595,000         264,900      859,900

TOTAL GIFTS                           9,278,575       8,385,576       416,611      4,588,349     8,492,252         814,520    31,975,883




                                                                     46
                                                                                  UOFL FOUNDATION, INC.
                                                                                        2008-2009 BUDGET


                                      2008-2009 Gift Funds
                                         Budget Detail
                                          Salaries and Wages          Fringe     Current
                                    Faculty        Staff     Other    Benefits   Expense    Scholarships   Total
College of Arts & Sciences
G1 20 Century Lit Conf                                                              2,000                     2,000
G1 A&S Bioinformatics Research                                                     90,000                    90,000
G1 A&S Centennial Fund                                                             76,827                    76,827
G1 A&S GEMS                                                                        17,500                    17,500
G0 Acquisitions Fund                                                                1,795                     1,795
G0 Af Amer Theatre                                                                  4,702                     4,702
G0 Air Force ROTC Gifts                                                                28                          28
G1 Amber Heuerman Research Fund                                                     8,454                     8,454
G0 Amer Hist Scholarshp                                                                40             40           80
G1 Andrew Chamblin Memorial Fund                                                    3,020                     3,020
G1 Anne Braden Institute-Gifts                                                     18,912                    18,912
G0 Archaeology Lab Fund                                                             4,352                     4,352
G1 Army ROTC Scholarship                                                              418                      418
G1 Axton Fellowships                                                               12,102                    12,102
G0 Axton Grad Assistant                                                            26,087                    26,087
G0 Belknap Theatre Scholars                                                                           35         35
G1 Bldg. Tomorrow-Facil. & Tech                                                     2,508                     2,508
G0 Brooks Memorial Fund                                                               172                       172
G1 Calvino Award In Short Fiction                                                     455                       455
G0 Ceramics Scholarship Fund                                                          243                       243
G1 CGSA Lecture Series                                                              1,148                     1,148
G0 City Of Lou Spi                                                                                18,644     18,644
G0 Co2 Fixation Lab                                                                   262                       262
G0 Creative Writing Matl                                                            2,005                     2,005
G1 Cressman Ctr For Visual Arts                                                   200,000                   200,000
G0 CSX Lg River Fund                                          1,000        173     48,780                    49,953
G1 David Smith Memorial Fund                                                          648                       648
G1 Debate Gift Account                                                                100                       100
G0 Devoe-Raynolds Award                                                                25                        25
G1 Dr. Perlin Research Lab                                                          7,895                     7,895
G0 Essock/Fechtner Gift                                                                17                        17
G0 Etscorn Honors Program                                                           1,117                     1,117
G0 Fine Arts Scholarship Fund                                                         600                       600
G1 Frederick G. Heath                                                               1,434                     1,434
G0 Gift For Portugal                                                                  683                       683
G0 Gifts Equipment Fa                                                                 369                       369
G1 Gifts For Ceramics                                                                 575                       575
G1 Gifts For Glass                                                                 46,829                    46,829
G0 Gifts For History                                                                5,273                     5,273
G1 Gifts For University Writing C                                                     783                       783
G0 Gifts To Justice                                                                 1,954                     1,954
G0 Gifts-A&S                                                                       10,727                    10,727
G0 Gifts-A&S Alumni                    1,253      43,270                11,645     19,269                    75,437
G0 Gifts-A&S Scholars                                                                              9,709      9,709
G0 Gifts-Anthropology                                                               2,434                     2,434
G0 Gifts-Biology                       1,253                               100      4,499                     5,852
G0 Gifts-Carcinogenesis                                                             5,007                     5,007
G1 Gifts-CCHS                                                                          70                        70
G0 Gifts-Chemistry                                                                  1,908                     1,908
G0 Gifts-Communications                                                             5,688                     5,688
G0 Gifts-Covi Research                                                                 40                        40




                                                        47
                                                                                    UOFL FOUNDATION, INC.
                                                                                          2008-2009 BUDGET

                                          Salaries and Wages            Fringe     Current
                                    Faculty        Staff     Other      Benefits   Expense   Scholarships   Total
G0 Gifts-CUPA                                                                          437                      437
G0 Gifts-Dr. Conkin                                                                  4,717                    4,717
G0 Gifts-English                                                                     6,986                    6,986
G0 Gifts-Fine Arts                                                                  47,623                   47,623
G0 Gifts-Geog Inservice                                                                410                      410
G0 Gifts-Geography                                                                  19,117                   19,117
G1 Gifts-Honors summer Program                                                       5,591                    5,591
G0 Gifts-Humanities                                             1,078         84     2,766                    3,928
G0 Gifts-I.E.S.L.                                                                    6,229                    6,229
G0 Gifts-ICD                                                                         1,363                    1,363
G0 Gifts-Imd3                                                                       15,011                   15,011
G0 Gifts-Int Design Equipment                                                          372                      372
G0 Gifts-Italian Studies                                                               670                      670
G0 Gifts-Math Department                                                            37,794                   37,794
G0 Gifts-Modern Languages                                                            2,870                    2,870
G0 Gifts-NCPI                                                                          471                      471
G0 Gifts-Pan-African                                                                   479                      479
G0 Gifts-Philosophy                                                                 22,361                   22,361
G0 Gifts-Physics                                                                    31,683                   31,683
G0 Gifts-Political Science                                                          24,492                   24,492
G0 Gifts-Psychology Department                                                      21,498                   21,498
G0 Gifts-Relig Study                                                                 1,568                    1,568
G1 Gifts-Saturday Academy                                                            2,000                    2,000
G0 Gifts-So Police Institute                                                         2,827                    2,827
G0 Gifts-Sociology                                                                   9,425                    9,425
G1 Gifts-Sr Graduating Class 2007                                                      428                      428
G0 Gifts-Theatre Arts                                                                5,902                    5,902
G0 Gifts-W D Pearson                                                                 1,831                    1,831
G0 Gifts-Women'S/Gender Studies                                                      3,454                    3,454
G0 Goldstein Memorial                                                                   36                       36
G0 Hale Gifts                                                                          701                      701
G1 Hershberg Award                                                                   2,915                    2,915
G1 Heth Grad Scholarship-Glass                                                       5,000                    5,000
G1 Hohman Graduate Fellowship                                                       14,000                   14,000
G0 Honors Campus Culture                                                                28                       28
G0 Honors Prog Equipment Fund                                                           15                       15
G0 Honors Program Gifts                                                                110                      110
G1 Hope For The Future-A&S                                                           8,368                    8,368
G0 Humanities Resource                                                                  37                       37
G1 International Service Learning                                                    3,550                    3,550
G0 J Admin J Klt Award                                                                 100                      100
G0 Jack J Residual Fund                                                                 20                       20
G1 Joseph Wittreich Lecture Gifts                                                    2,500                    2,500
G0 Judaic Studies                                                                    6,926                    6,926
G0 Ky Peace Off Scholarship                                                                          225        225
G1 Laemmie Gifts-Clssrm Furniture                                                       11                       11
G0 Lbst A&S Dean Discretionary                                                         630                      630
G0 Lbst Admin/Operating                           34,169                   6,947    69,935                  111,051
G0 Lbst Dir-Discretionary                                                              232                      232
G0 Lbst Grants                                                                          12                       12
G0 Lbst Visiting Professor                                                              29                       29
G1 Liberal Studies Visiting Schol                                                       63                       63
G1 Life Of Mind Speaker Series                                                       1,550                    1,550
G1 Lucy Freibert Colloquium                                                          5,111                    5,111
G0 Mainz Student Exchange                                                               21                       21
G1 Master Of Urban Planning Schol                                                    1,000                    1,000
G1 Math Common Room Fund                                                             1,364                    1,364
G1 Math Gifts-Scholarships                                                             988                      988




                                                           48
                                                                                    UOFL FOUNDATION, INC.
                                                                                          2008-2009 BUDGET


                                          Salaries and Wages          Fringe      Current
                                    Faculty        Staff     Other    Benefits    Expense     Scholarships    Total
G0 Mcdowell Award                                                                       508                         508
G1 Metabolomics Symposiut-Fan                                                         3,705                       3,705
G0 Meyer-Reserve Fund                                                                    42                          42
G1 Michael & Nancy Mccoy Fund                                                           588                         588
G0 Migration & Mortal                                                                 3,912                       3,912
G1 Molfese Gift-Psych                                                                10,800                      10,800
G0 Monroe, Burt Memorial Fund                                                         5,167                       5,167
G0 Palmer Memorial Scholars                                                              45                          45
G0 Philosophy Scholarships                                                                            1,070       1,070
G0 Physics Scholarship                                                                 712                          712
G0 Police Administration Scholars                                                      659                          659
G0 Political Science Scholars                                                                           923         923
G1 Power Creative Designer Fund                                                      13,425                      13,425
G1 Room 115 Renovation-Theatre                                                        1,000                       1,000
G0 S.E. Neff Award                                                                      900                         900
G0 Spatial Data Scholars                                                              6,200                       6,200
G1 Studio Center Fund                                                                40,802                      40,802
G0 Taustine, Hugo Scholars                                                                               65          65
G0 Tewksbury Reserve                                                                   380                          380
G1 The Citizen College-A&S                                                             450                          450
G1 The Matthews Scholarship                                                            500                          500
G1 Thuita D E Scholarship                                                                             3,900       3,900
G0 Trebor Foundation                                                                    982                         982
G0 Turkish Mortality                                          1,000         200       5,110                       6,310
G0 Usi Reserve Account                                                              214,284                     214,284
G0 Watson Prof & Conf                                                                 2,154                       2,154
G0 Wave Gift For Sculpt                                                                 383                         383
G1 Welch Rosella Gift                                                                 9,424                       9,424
G1 Williams D E Lecture                                                              13,905                      13,905
G1 Writing Center Res Project                                                         3,303                       3,303
Arts & Sciences Total                  2,506       77,439     3,078      19,149   1,384,721          34,611   1,521,504

College of Business
G1 Alumni Council Future Ldr Schp                                                                     1,845      1,845
G1 Arabian Horse Assoc Scholars                                                                       1,343      1,343
G0 Bennett, Wm H Scholars                                                                            10,667     10,667
G1 BKD Gift Fund                                                                                     19,300     19,300
G1 BOA Emergency Loan Fund                                                                           25,000     25,000
G0 Bohanon Gift                                                                      11,577                     11,577
G1 Bracker-Clouse IMBA Scholars                                                                      15,310     15,310
G0 Brown, John E Scholars                                                                             5,198      5,198
G1 Brown-Forman IT Project            34,700                              8,241                                 42,941
G0 Burns, J Scholars                                                                                  1,250      1,250
G0 Bus Advisory Gift                                                                  2,000                      2,000
G0 Chancey Fellows                                                                                   30,392     30,392
G0 Churchill Downs Scholars                                                                           8,147      8,147
G1 CIS General Scholarships                                                                             800        800
G1 Class Of 2006 Gifts                                                                  210                        210
G1 COB - Gifts - Marketing                                                            3,005                      3,005
G0 COB Deans Discretionary Fund                               9,000       2,015           1                     11,016
G0 COB Scholarships                                                                                   1,155      1,155
G1 COB Tech Fund                                                                     15,115                     15,115
G0 Comwelth Inds. Bus. Plan.Compt                                                    58,608                     58,608
G0 Coomes-Reserve Acct                                                                2,458                      2,458
G0 Co-Op Career Ctr Gift Fund                                                         3,647                      3,647
G1 Corporate Partners, Ulmer Ctr                                                     40,000                     40,000
G1 Crowe, Chizek & Co                                                                 1,000                      1,000




                                                        49
                                                                                      UOFL FOUNDATION, INC.
                                                                                            2008-2009 BUDGET


                                          Salaries and Wages             Fringe      Current
                                    Faculty        Staff     Other       Benefits    Expense     Scholarships   Total
G1 Davidson Scholarship Fund                                                                            3,500       3,500
G1 Downtown Business School                                                            25,010                      25,010
G0 Drummond Exec Ctr Fund                                                              29,184                      29,184
G1 EIP Alumni Scholarship                                                                                 852         852
G1 EPI Churchill Downs scholars                                                                         3,000       3,000
G0 Equine Scholarships                                                                                  2,000       2,000
G0 Finance Gifts                                                                        6,138                       6,138
G0 GE Appl Bus Grp Scholars                                                                             1,447       1,447
G0 Gift-Corp Affiliate                                                                  4,118                       4,118
G1 Gifts To Family Business Ctr                                                         5,600                       5,600
G1 Gifts/Economics                                                                      1,752                       1,752
G0 Gifts-Accountancy                                                                   81,628                      81,628
G0 Gifts-Bus Sch Alumni                           57,835                    17,757    392,618                     468,210
G0 Gifts-Ceme                                                                           1,611                       1,611
G0 Gifts-Computer Discretionary                                                        32,122                      32,122
G0 Gifts-Donor Brick Program                                                            4,729                       4,729
G0 Gifts-Equine Administration                                                          2,253                       2,253
G1 Gifts-ISDP                                                                             106                         106
G0 Gifts-James McCabe                                                                   1,219                       1,219
G0 Gifts-Labor Management                                                                 302                         302
G0 Gifts-Management                                                                     6,576                       6,576
G0 Gifts-Mgmt Friends                                                                   3,621                       3,621
G0 Grief Scholarship                                                                                      500         500
G0 Grow Our Own Scholars Program                                                                          600         600
G1 Integrated MBA Prog                                                                 21,885                      21,885
G0 Jewish Hospital Faculty Award                                                       34,366                      34,366
G1 Jones Student Intl Travel Fund                                                                     100,822     100,822
G0 Kpmg Peat Marwick Sc                                                                                 5,900       5,900
G1 Lindell, Tl Memorial Fund                                                              125                         125
G1 Mcbride Scholars Fund                                                                6,000                       6,000
G1 Mead Prize Economics                                                                 2,753                       2,753
G0 Misc Gifts-COB                                                                      15,983                      15,983
G0 Nasdac Bus Plan Comp                                                                   995                         995
G0 National City Fellowshp                        83,676                    26,026     67,773                     177,475
G1 National City Scholarship                                                                            6,151       6,151
G0 Nelson Reserve                                                                      12,668                      12,668
G0 Pricewaterhouse Prz                                                                                     50          50
G1 Rives Travel Fund                                                                    4,500                       4,500
G1 Rotary Leadership Fellows                                                                            8,996       8,996
G1 Sterne Agee & Leach Scholars                                                                         2,062       2,062
G0 Thomas Industries                                                                   13,430                      13,430
G1 Ulmer Career Management Center                                                     157,584                     157,584
G1 UPS Foundation Gift                                                                     20                          20
G1 Wehby Scholarship                                                                                    8,523       8,523
G0 Wilson Scholarship                                                                                      40          40
G1 Winebrenner Capital Partners                                                                           500         500
Business Total                        34,700     141,511      9,000         54,039   1,074,290        265,350   1,578,890

School of Dentistry
G0 Bridges Gift                                                                         1,412                      1,412
G0 Gifts-Dental                                                                        20,000                     20,000
G0 Gifts-Dental Alumni                           117,168                    29,201    100,652                    247,021
G0 Gifts-Second Cent                                                                   50,000                     50,000
Dentistry Total                            0     117,168             0      29,201    172,064               0    318,433




                                                        50
                                                                                               UOFL FOUNDATION, INC.
                                                                                                     2008-2009 BUDGET


                                               Salaries and Wages             Fringe         Current
                                         Faculty        Staff     Other       Benefits       Expense    Scholarships    Total
College of Education/Human Development
G0 Alumni Gifts-School                                                                         73,586                     73,586
G1 CEHD Building Renovations                                                                      615                        615
G0 D N Stokes Scholars                                                                             20                         20
G1 Economic Education Scholarship                                                               6,573                      6,573
G1 Education Alumni Scholarship                                                                   810                        810
G0 EMCE/EDSD Summer                                                                            23,839                     23,839
G0 Foxfire Network                                                                                 78                         78
G0 Gifts For School-Education                                                                   2,713                      2,713
G1 Gifts-Early Child Education                                                                  2,395                      2,395
G1 Gifts---Early Childhood                                                                        175                        175
G1 Gifts---ECPY                                                                                   533                        533
G1 GIFTS--EDTL                                                                                  1,081                      1,081
G1 GIFTS---ELFH                                                                                   225                        225
G0 Gifts-Express Therapy                                                                          226                        226
G0 Gifts-HSS                                                                                    4,858                      4,858
G1 Gifts-Math/Science                                                                           6,735                      6,735
G0 Gifts-Peds-CEC-KATC                                                                         12,058                     12,058
G0 Gifts-Rauch Planetarium                               4,674                    1,318        40,414                     46,406
G0 Gifts-School Of Education                                                                    8,328                      8,328
G1 Gifts-Special Education                                                                      2,049                      2,049
G1 Hands On-Minds On Sci Camp                                                                  35,118                     35,118
G0 Hedlman, John Fund                                                                           1,539                      1,539
G0 HPER Scholarship-Women                                                                         240                        240
G1 Jack c. Morgan                                                                               1,100                      1,100
G1 JCPS/UofL Partnership                                                                       63,676                     63,676
G1 Jemmetta Beaver Memorial Schol                                                                 655                        655
G1 JESPAR Gift Account                                                                          1,527                      1,527
G0 Kier-Perform Assessment                                                                        137                        137
G1 Legacy Teacher Scholarship                                                                   5,572                      5,572
G0 Little Cardinals                                                                               100                        100
G1 Losey Scholarship                                                                           10,000                     10,000
G0 Lusk Scholars                                                                                  854                        854
G0 Mcintosh Scholarship Fund                                                                                    1,075      1,075
G1 Minority Teacher Recruit Prg                                                                 6,245                      6,245
G0 Minority Teacher Scholarship                                                                   150                        150
G1 Planet Schp-Undsvd Students                                                                 11,904                     11,904
G0 Planetarium Seats                                                                           22,521                     22,521
G1 Principal Leadership Institute                                                              40,000                     40,000
G0 Psychophysiology Lab                                                                         4,632                      4,632
G0 Reunion Class Of 48                                                                         24,484                     24,484
G0 Scottish Rite Fellow                                                                        11,289                     11,289
G1 Secret Scholar II                                                                            4,750                      4,750
G1 SPAD Program                                                                                   285                        285
G1 SPAD Scholarships                                                                           28,525                     28,525
G1 Technology Teaching                                                                            205                        205
Education Total                                 0        4,674            0       1,318       462,819           1,075    469,886

Graduate School
G0 Gifts-Graduate Sch                                                                             539                        539
G0 Lucas, Robert H Fund                                                                                        19,061     19,061
Graduate School Total                           0            0            0              0        539          19,061     19,600

Kent School of Social Work
G0 Combs, Gene Fund                                     56,919                   19,482                                   76,401
G0 Davis, Martha Scholars                                                                                      18,000     18,000
G1 E. Camp Edwards Scholarship                                                                                 10,000     10,000




                                                             51
                                                                                      UOFL FOUNDATION, INC.
                                                                                            2008-2009 BUDGET


                                          Salaries and Wages             Fringe      Current
                                    Faculty        Staff     Other       Benefits    Expense    Scholarships   Total
G9 Gifts - Bradshaw                                                                     2,604                     2,604
G0 Gifts-Family Res Center                                                              7,677                     7,677
G0 Gifts-Family Therapy                                                                   450                       450
G0 Gifts-Kent Alumni                                                                   30,000                    30,000
G0 I M Lipetz Scholars                                                                                 3,200      3,200
G1 Kent Doctoral Program                                                                2,000                     2,000
G1 Kent Doctoral Scholarship Fund                                                                        500        500
G1 Kent Faculty Research Fund                                                             510                       510
G1 Kent International Studies Prg                                                         300                       300
G1 Kent Masters Scholarship Fund                                                                       2,015      2,015
G1 Kent School-Substance Abuse                                                            100                       100
G0 Kent-Dean Discretionary                                                              6,233                     6,233
G0 Kinney, Ruth Bye Memorial                                                                             128        128
G1 KNT Development Discretionary                                                        1,000                     1,000
G1 KNT Geronology Fund                                                                  3,500                     3,500
G1 Marriage Family Therapy Prog                                                           200                       200
G1 Nia Award                                                                                             500        500
G0 Orsini M Leader-Kent                                                                   124                       124
G1 Ruth Middleman Memorial Award                                                                         999        999
G1 Ruth Middleman Scholarship Fu                                                                       1,308      1,308
G1 S Frager Community Service Aw                                                        1,500                     1,500
G0 Scherr Family Fdn                                                                                   2,500      2,500
Kent School Total                          0      56,919             0      19,482     56,198         39,150    171,749

Brandeis School of Law
G0 Alumni Reserve-Law                                                                      50                        50
G1 Brandeis 150 Fund                                                                    4,000                     4,000
G0 Brandeis Writing Award                                                                 204                       204
G0 Burnett Scholarship                                                                  5,411                     5,411
G0 Capital Campaign Law                                                                 8,543                     8,543
G1 Cinnamon, C.J., Scholars                                                            45,000                    45,000
G1 Class Of 79 Renovation Fund                                                         16,287                    16,287
G0 Davis, Edwin Scholarship Fund                                                        1,450                     1,450
G1 Dean/Law School/L. Rothstein                                                        48,496                    48,496
G1 Ellen Ewing Fdn.Gift Fund                                                            4,000                     4,000
G1 Frank W. Burke Sr Clasroom Fu                                                       20,035                    20,035
G0 Gifts Law Library Misc                                                              16,634                    16,634
G0 Gifts-1966 Reunion                                                                      97                        97
G0 Gifts-Law School Alumni                        20,418                     2,386    199,583                   222,387
G0 Gifts-Law-Public Service                                                            12,442                    12,442
G0 Green,Doll,McDonald                                                                 11,000                    11,000
G0 Hall Scholarshp Fund                                                                   250                       250
G1 Heberle Scholarship                                                                  7,000                     7,000
G0 Hopkins A.E. Estate                                                                    989                       989
G1 Indiana Resident Scholrshp FU                                                          100                       100
G1 IOLTA Public Service Fund                                                           17,808                    17,808
G1 JLE Renovation Fund                                                                  4,441                     4,441
G1 Jones R.E. And H.T. Scholars                                                           150                       150
G1 Justice WM E McAnulty Jr Scho                                                        2,500                     2,500
G0 KBA Workers Comp Scholars                                                           44,537                    44,537
G0 L M Wilson Fellowship                                                               27,466                    27,466
G1 Law Central H.S. Partnership                                                         1,065                     1,065
G1 Law Class Of 91                                                                        250                       250
G1 Law Diversity Forum                                                                    223                       223
G1 Law Evening Program Fund                                                               150                       150
G0 Law Sch Misc Gifts                                                                  50,100                    50,100
G1 Law School Clinic Program                                                           44,825                    44,825




                                                        52
                                                                                        UOFL FOUNDATION, INC.
                                                                                              2008-2009 BUDGET


                                          Salaries and Wages              Fringe      Current
                                    Faculty        Staff     Other        Benefits    Expense     Scholarships    Total
G0 Law School Scholars                                                                   16,925           500       17,425
G1 Law Shool Student Org Fund                                                               200                        200
G1 Law Women Alumnae                                                                        728                        728
G1 LBF And KBF Scholarship Fund                                                           5,000                      5,000
G0 Lenihan Law Scholarship                                                                8,473         1,500        9,973
G1 Lower Level Commons Renovation                                                         9,500                      9,500
G9 Moore C Renovation                                                                     6,605                      6,605
G0 Morris Garlove Fund                                                                      869                        869
G1 Murray J. Klein Scholarship Fu                                                         5,000                      5,000
G1 Norb & Karen Paulin MT CT Fun                                                          2,500                      2,500
G1 Owensboro Law Alumni                                                                      50                         50
G1 R.& G. Wallace Thacker Shlsp                                                          17,500                     17,500
G1 Rawling Rm 275 Renovation                                                            191,232                    191,232
G1 Rawlings Speaker Fund                                                                100,023                    100,023
G1 Robert Greenwell Diversity Sch                                                         2,500                      2,500
G0 Warns, C A Jr Award                                                                      845                        845
G1 Wyatt Tarrajt & Combs Reno Fun                                                        29,465                     29,465
G1 Wyatt, Tarrant & Combs Scholar                                                        14,000                     14,000
Law Total                                  0      20,418             0       2,386    1,006,501         2,000    1,031,305

University Libraries
G1 Bob Hyde Memorial Gift Fund                                                             500                        500
G1 Conner Fund For Kornhauser Lib                                                       19,598                     19,598
G1 Ekstrom Library Renovation                                                            7,635                      7,635
G0 Gift-Mcwhorter GT                                                                     3,000                      3,000
G0 Gifts-Archives                                                                        6,925                      6,925
G0 Gifts-Bridwell Memorial                                                              12,000                     12,000
G0 Gifts-HSC Library                                                                    70,000                     70,000
G0 Gifts-Library Association                                                            97,722                     97,722
G0 Gifts-Music School Library                                                              200                        200
G0 Gifts-Photo Archives                                                                  1,800                      1,800
G1 Kate Matthews Archives Fund                                                           3,000                      3,000
G0 Library Minority Interns                                                              1,133                      1,133
G0 Longley, Andrew Memorial                                                              2,000                      2,000
G0 Misc Gifts - Library                                                                  4,825                      4,825
G0 Miscellaneous Gifts                                                                   3,000                      3,000
G0 Muir-Hogenauer Bks                                                                   16,816                     16,816
G1 Ralze W. Dorr Terrace                                                                 1,500                      1,500
G0 Rare Book Program                                                                     9,800                      9,800
G1 Unrestricted/Misc. Gifts-Lib                                                         52,947                     52,947
Libraries Total                            0           0             0           0     314,401              0     314,401

School of Medicine
G1 Academic Support                  187,697                                36,434                                 224,131
G1 Age Research Yr 2                  46,500     424,027         20,000    184,005                                 674,532
G1 Ama Fdn Scholars                                                                     10,500                      10,500
G1 AM-Martin Gifts                                25,000                      1,848                                 26,848
G1 Bioethics, Health, Law             45,399                                  8,159                                 53,558
G1 Biothera Research                                             22,000       2,948                                 24,948
G1 Burge Cancer Research Fund                      35,000                    13,648                                 48,648
G1 Cancer Center-Brown Found        2,377,309   2,948,607        50,456   1,314,348                              6,690,720
G0 Cancer Center-Fund-raising          15,375     250,195                    64,880                                330,450
G0 Cardio, Jewish Res Fund            510,376     219,416                   144,556      7,678                     882,026
G0 Cardiology Research                426,742     298,684                   228,210     62,205                   1,015,841
G0 Cell Therapeutics                                                                     1,949                       1,949
G1 Chf Gift-Ped Endo Fellowship                                                          9,628                       9,628
G1 childrens hosp fn ped res fund     84,761     137,321         17,343     70,721                                 310,146
G1 Chronic Disease Self Mgr                       24,573                     9,413                                  33,986




                                                            53
                                                                                  UOFL FOUNDATION, INC.
                                                                                        2008-2009 BUDGET


                                          Salaries and Wages          Fringe     Current
                                    Faculty        Staff     Other    Benefits   Expense    Scholarships   Total
G0 CIBA Ocular Gift                                                                 1,000                      1,000
G0 Colorectal Surgery                 34,238                             8,425                                42,663
G0 Consultation Dr Hein                                                            10,000                     10,000
G1 CTA Donations                                                                      283                        283
G1 Dr. Gulgun Tezel Unrest. Gifts                                                   3,000                      3,000
G0 Edelen, Charles Memo              181,586         582                41,733                               223,901
G0 Edwards Res Gifts                              66,874                19,250                                86,124
G0 Emergency Medicine                                                               2,587                      2,587
G0 Ep Fellow Gift Account             11,275      87,795                26,341                               125,411
G1 Epilepsy/Stroke Programs                       30,906                 9,944                                40,850
G0 Evans Fund For Ophth                           44,588                11,697                                56,285
G1 Faculty Support Movement D/O P    145,600                            31,056                               176,656
G0 Fellowship Program                 36,275                             6,785                                43,060
G0 Forensic Fellowship                            45,107                 5,410                                50,517
G1 Frazier Polypharmacy Program       85,700                            18,462                               104,162
G0 Freeman Res Fund                                5,448                 7,812                                13,260
G1 General Neurology Research         17,845                             3,542                                21,387
G1 Gheens Foundation-ORI Gift                    327,564                90,464                               418,028
G0 Gift Acct-Ped Inf Ds                                                            32,473                     32,473
G0 Gift-A. Ehrlich Memorial                       23,113                 9,291        998                     33,402
G0 Gift-Biochem Faculty                                                            12,000                     12,000
G0 Gift-Endocrinology                                                               2,712                      2,712
G1 Gift-McMasters                    113,091                            22,671                               135,762
G0 Gift-Post Doc Fellow                           89,150     70,909     35,097                               195,156
G0 Gifts - Neonatal                   29,557                             7,930                                37,487
G0 Gifts Anesthesiology                                                               893                        893
G1 Gifts Neonatal Ecmd                                                              2,500                      2,500
G0 Gifts Opthalmol Res               780,245     508,717     99,360    377,423      3,000                  1,768,745
G0 Gifts Residents Educ                                                             5,000                      5,000
G0 Gifts Swallowing Ctr                            5,000      1,664      7,903        624                     15,191
G1 Gifts-Allergy                      13,491                             1,461                                14,952
G0 Gifts-Anatomy Department          118,819                 10,000     40,563                               169,382
G1 Gifts-Behavioral Oncology Lab                  34,051                10,097                                44,148
G0 Gifts-Biochemistry                  8,499                             1,422      8,000                     17,921
G0 Gifts-C&Y Project                                                               16,612                     16,612
G1 Gifts-Cerebrovascularneurosurg                  9,922                 1,469                                11,391
G0 Gifts-C-J Twin Study                                                             2,953                      2,953
G0 Gifts-Dean-Medical                             11,740                 4,651     10,000                     26,391
G0 Gifts-Dept Of Medicine             67,306                             6,006                                73,312
G0 Gifts-Dermatology                 131,690                            35,291       264                     167,245
G0 Gifts-Dr. M. Leesar                            48,284                11,404                                59,688
G0 Gifts-Dr. Yu                                   20,000                 9,030                                29,030
G0 Gifts-F. Benz                                                                    6,000                      6,000
G0 Gifts-Family & Comm               833,562     154,000               213,509                             1,201,071
G1 Gifts-Genetic Counseling BBC       15,075      16,333                 8,355                                39,763
G0 Gifts-Health Awareness                                                           3,400                      3,400
G1 Gifts-Inst Molecular Card          33,950                             7,207                                41,157
G0 Gifts-Medical School Alumni       106,724      38,262                34,394                               179,380
G0 Gifts-Medicine-Miscellaneous       26,286                            45,980                                72,266
G0 Gifts-Microbiology                  4,124                               859                                 4,983
G0 Gifts-Nephrology                   22,497      50,984     20,499     29,369                               123,349
G0 Gifts-Neurosurgery                 21,386      37,908                13,786                                73,080
G1 Gifts-NMR Research                 14,589                             3,133                                17,722
G0 Gifts-Nutr Research                                                               398                         398
G0 Gifts-Ob/Gyn                       50,851                            11,618                                62,469
G0 Gifts-Oncology                                                                     252                        252
G0 Gifts-Ophthalmology                23,345      21,158                11,793      1,500                     57,796




                                                        54
                                                                                     UOFL FOUNDATION, INC.
                                                                                           2008-2009 BUDGET


                                          Salaries and Wages             Fringe     Current
                                    Faculty        Staff     Other       Benefits   Expense    Scholarships   Total
G0 Gifts-P. Sur Div Director                                     6,240        494        252                    6,986
G0 Gifts-Ped Hem/Onc                                                                     808                      808
G0 Gifts-Pediatrics                  256,283                               39,561     15,328                  311,172
G9 Gifts-Peds Diabetes                90,829      58,130                   38,819                             187,778
G9 Gifts-Peds-Amb Dntn                                                                12,796                   12,796
G0 Gifts-Pulmonary                                 6,257                      494                               6,751
G0 Gifts-Rad Oncology                                                                 40,743                   40,743
G1 Gifts-Raible                                   31,748                   10,018                              41,766
G0 Gifts-Special Projects            393,785      75,035                   88,398                             557,218
G0 Gifts-Surgery Research            238,346      75,492                   66,438                             380,276
G0 Gifts-Video Atlas                                                                    825                       825
G1 Harriett Porter Cance Ed Prev                  46,769                   15,766                              62,535
G0 Hear                                                                                 312                       312
G1 Hepatology-Faculty Support         61,906                               15,382                              77,288
G0 Hurst Gift                                                                          2,500                    2,500
G0 Ildstad Equipment                                                                     231                      231
G1 Inflammatory Eye Research                      37,067                    6,157                              43,224
G1 J.H. -Fellows Support              80,519                               13,084                              93,603
G1 Jacobs Res - Endocrinology         20,541       9,949                   12,430                              42,920
G0 Jewish-APS Cardilogy               26,000                               13,848                              39,848
G0 Jewish-Gl                          69,284      98,932        25,000     74,706      3,198                  271,120
G1 John C. Hubbard Gift Account       14,040                                2,612                              16,652
G1 Kosair Charities Forensic Med      72,348      38,011                   25,120                             135,479
G1 Kosair Charities Ped Clinical      53,528      55,799                   30,675                             140,002
G0 Kosair Pediatric Ins               12,726                                3,616                              16,342
G0 Lions Research Funding                                                             42,000                   42,000
G1 Lockwood Residual Funds                        29,265                    9,809                              39,074
G0 Macular Degeneration Resrch                                                        35,000                   35,000
G1 Mechanism Of FC Function On SC                                                    685,000                  685,000
G0 Med Sch Age Rsch #1                            70,524        15,133     29,169      3,012                  117,838
G0 Michael Fund                                   27,850                    6,012                              33,862
G0 Miller Research                                                                       507                      507
G0 Moore JW Suite Poj                                                                  1,312                    1,312
G1 Motility Research Fellowship                   50,000                    4,996                              54,996
G1 Movement Disorder Symposium                    66,393                   12,744                              79,137
G1 NFCTR-Fund                                    156,258                   43,020    100,000                  299,278
G0 Norton Ed Rsch Neurosurgery        77,959                               16,317                              94,276
G0 Norton Resch-Neurosurgery          25,000      30,000        20,000     22,229     25,000                  122,229
G0 Nucleic Acid Resrch                                                                    34                       34
G1 Ophthalmology Alumni-Gifts                                                          4,850                    4,850
G1 Oral Papillomavirus                            13,702                    8,501                              22,203
G1 Orthopaedic Trauma Fellows                     48,285                   11,404                              59,689
G1 Palliative Care                    45,990                               13,420                              59,410
G0 Ped Crit Care Research                                                              8,227                    8,227
G1 Ped Ed Project Fund                                                                19,030                   19,030
G0 Ped Pulmonary Gifts                                                                 1,941                    1,941
G0 Pediatric Crit Care                                                                 7,651                    7,651
G1 Peds International                 27,188                                5,372                              32,560
G1 Peds Sleep Med Gifts                                                                1,619                    1,619
G0 Pfingst Fund-Ophthal                                                                1,000                    1,000
G1 Pharm.& Tox. Unres. Gifts                                                             650                      650
G1 Pharmacology/Unres Gifts                       47,987                   15,987                              63,974
G0 Pharmtox Grad Program                                                               8,000                    8,000
G1 Reproductive Endocrinology Fun     50,247                               11,259                              61,506
G1 Roche CCP                          46,213       8,050                   11,277      9,997                   75,537
G1 Sal Vicario Education Fund                                                          2,300                    2,300
G0 Simulation Learn Lab                            5,890                    1,197     10,000                   17,087




                                                           55
                                                                                         UOFL FOUNDATION, INC.
                                                                                               2008-2009 BUDGET


                                          Salaries and Wages               Fringe      Current
                                    Faculty        Staff     Other         Benefits    Expense     Scholarships     Total

G1 Star Gifts - Medical Services     104,072      77,728                     32,818                                  214,618
G1 Street Cancer Research Fund                    36,700                     13,956                                   50,656
G0 Taustine Research                                                                      1,380                        1,380
G1 The Joseph L. Alexander Fund                                                           5,000                        5,000
G1 Tissue Depository Project                      13,927                      4,844                                   18,771
G1 UL Smokeless Tobacco Research     190,070      32,313                     42,143                                  264,526
G0 Un Ped Research Fund                7,070                                  2,003      84,000                       93,073
G1 UPF Matching Gift For CHF Fund    223,016     329,751          25,929    163,246                                  741,942
G0 Vance Gift Allergy                                                                     6,587                        6,587
G0 Vetvicka Research                               5,220                        413                                    5,633
G0 Visual Sch PhD Program                                                                    144                         144
G0 White Coat Ceremony                                                                     3,500                       3,500
G0 Wm Pierce Gifts                                                                        38,000                      38,000
Medicine Total                      8,808,725   7,623,341        404,533   4,261,557   1,401,143             0    22,499,299

School of Music
G0 Aebersold Jazz Study                                                                  22,879                      22,879
G1 Anthony D. Gigante Memorial Ja                                                                          100          100
G0 Dickinson Organ Scholarshop                                                                              46           46
G1 Early Music Ensemble                                                                   6,960                       6,960
G1 Frazier Scholarship                                                                                  61,193       61,193
G0 Friends-Sch Music                                                                     31,978                      31,978
G0 Gift-Music Scholars                                                                    1,717                       1,717
G1 Gifts To Marching Band                                                                80,960                      80,960
G0 Gifts-Alumni-Music                                                                     1,066                       1,066
G0 Gifts-Community Outreach                                                               4,726                       4,726
G0 Gifts-Dance Academy                                                                      930                         930
G0 Gifts-Jazz Program                                                                    92,547                      92,547
G0 Gifts-Music                                                                           25,917                      25,917
G1 Gist Piano Fund                                                                         (303)                       (303)
G1 Gist Piano Improvement Fund                                                             (200)                       (200)
G0 Hankins, J Memorial                                                                       82                          82
G0 Herz Gift Fund                                                                         4,623                       4,623
G0 Jazz Scholarships                                                                                        58           58
G1 Lang Gust Artist Fund                                                                  5,477                       5,477
G1 Marching Band General Fund                                                             3,750                       3,750
G1 Mccombs Music Therapy Travel                                                             730                         730
G1 Music - Jazz General Fund                                                              1,687                       1,687
G1 Music Brass General Fund                                                                (105)                       (105)
G1 Music Choral General Fund                                                              3,080                       3,080
G1 Music Education General Fund                                                             267                         267
G1 Music Organ General Fund                                                                 316                         316
G1 Music Outreach Program                                                                    12                          12
G1 Music Percussion General                                                                 160                         160
G1 Music Strings General Fund                                                             4,113                       4,113
G1 Music Therapy General Gifts                                                               85                          85
G1 Music Voice General Fund                                                                 745                         745
G1 Music-Keyboard General Fund                                                            1,097                       1,097
G0 New Music Initiative                                                                     117                         117
G1 NMT Clincal Experience Fund                                                             (235)                       (235)
G0 Opera Theatre                                                                             75                          75
G1 Sanders Elem. Suzuki String                                                              100                         100
G1 Suzuki Pedagogy Position                                                              15,052                      15,052
G1 Suzuki Piano General Fund                                                                145                         145
G1 The Piano Fund                                                                            67                          67
Music Total                                0           0              0           0     310,617         61,397      372,014




                                                            56
                                                                                     UOFL FOUNDATION, INC.
                                                                                           2008-2009 BUDGET


                                          Salaries and Wages             Fringe     Current
                                    Faculty        Staff     Other       Benefits   Expense    Scholarships    Total
School of Nursing
G1 Accelerated Program Gifts         186,826                               46,107                              232,933
G0 Enroll Support Hospital           121,791                               35,177                              156,968
G1 Friends Of Sally Nursing Schol                                                      1,360                     1,360
G0 General Nursing Scholarship                                                         4,538          4,538      9,076
G0 Gifts L & C/Nursing                                                                11,206                    11,206
G0 Gifts-Nursing Alumni                            3,014                      633     79,117                    82,764
G0 Gifts-Nursing Contingency          47,813                               15,720      6,529                    70,062
G1 Good Sam-Harambee Nurse            33,110                                6,455                               39,565
G1 Intll Service Learning Scholar                                                       500                        500
G0 Jr-Sr Nurs Scholarship                                                                             1,680      1,680
G1 Ky Racing Hea & Welfare Prog       27,204      61,251                   22,465      3,447                   114,367
G1 LRC Donations                                                                         375                       375
G1 Ruth Cassidy Franklin Scholars                                                     15,000                    15,000
G1 Student Leaders Nursing                                                             2,106                     2,106
G0 Volunteer Caregivers                                                                6,832                     6,832
Nursing Total                        416,744      64,265             0    126,557    131,010          6,218    744,794

School of Public Health
G0 Misc Gift-Public Health                                                            10,945                    10,945
G0 Research-Dr. Hornung                                                                  705                       705
Public Health Total                        0           0             0          0     11,650              0     11,650

J. B. Speed School of Engineering
G1 Bio-Engineering Gifts                          55,684                   18,831     26,864                   101,379
G1 Charles Cunningham Gift                                                             5,000                     5,000
G0 Cohn SPD Alum Prof                             84,686                   15,261                               99,947
G0 Food Processing Program                                                            34,812                    34,812
G0 General Elec Gift                                                                  25,000                    25,000
G0 Gifts-Civil Engineering                                                            25,418                    25,418
G0 Gifts-Ie Fund                                                                      97,227                    97,227
G0 Gifts-Mcrsnsor Dvlp                            50,190                   13,887      7,254                    71,331
G0 Gifts-Mechanical Engineering                                                       76,902                    76,902
G0 Gifts-Parola-Ce                                43,986                   11,044                               55,030
G0 Gifts-SPD Corp Affil                                                               56,606                    56,606
G0 Gifts-Speed Laboratory                                                             10,989                     10,989
G0 Gifts-Speed School Alumni                                                         339,316                    339,316
G0 Minority Eng Recruitment                                                           15,129                     15,129
G0 Misc Gift - Dean                                                                   14,861                     14,861
G0 Misc Gifts - ECE                    7,500      45,295                   14,972     10,223                     77,990
G1 SPD-Inspire                                                                         5,496                      5,496
G0 Vogt Operat Gift Fund                                                               5,866                      5,866
Engineering Total                      7,500     279,841             0     73,995    756,963              0   1,118,299

University President
G0 Gifts-Trustees Fac                  8,400                                  665                                9,065
University President Total             8,400           0             0        665         0               0      9,065

University Provost
G0 Aaron Loan Fd Giftac                                                                               2,400      2,400
G1 Admin Orientation Gifts                                                             6,128                     6,128
G1 Bank One Diversity                                                                 32,886                    32,886
G0 Brown, Mavin Havilto                                                                2,272                     2,272
G1 Cardinal Covenant Gift Account                                                                       327        327
G1 Civics Education Gift Account                                                      62,519                    62,519
G1 COB Dean Support                                                                  108,308                   108,308
G1 College 101 Gift                                                                   10,000                    10,000




                                                           57
                                                                                           UOFL FOUNDATION, INC.
                                                                                                 2008-2009 BUDGET


                                            Salaries and Wages             Fringe         Current
                                      Faculty        Staff     Other       Benefits       Expense    Scholarships   Total
G1 Cythina & Geo.Nichols III/Scho                                                                          13,500    13,500
G1 Diversity Gifts                                                                           1,190                    1,190
G1 Frederick Hart Exhibition                                                                 8,273                    8,273
G0 Gahm Pga Scholrship                                                                                      3,750     3,750
G0 Gift-Academic Team                                                                          430                      430
G0 Gifts Provost                                                                             7,600                    7,600
G0 Gifts-Black Family                                                                        8,559                    8,559
G0 Gifts-Intern'l Ctr                                                                        5,744                    5,744
G0 Gifts-Multicultural                                                                       1,452                    1,452
G0 Gifts-UGA                                                                                   122                      122
G0 Gifts-Women's Center                                                                     20,628                   20,628
G1 Gordon Ross Memorial Scholars                                                                               25        25
G1 Hersheimer Award                                                                                           100       100
G0 Hill Memorial Gifts                                                                         795                      795
G0 Intl Ctr Prjt Account                                                                     3,528                    3,528
G1 LGBT Gift Program                                                                           490                      490
G1 McConnell Center Gifts General                                                              150                      150
G1 McConnell Gift Account                                                                    2,489                    2,489
G0 Minority Scholarships                                                                                   20,659    20,659
G0 Montpelier Sister                                                                         1,427                    1,427
G1 Muh, Ali - J And L Found Gifts                                                           10,000                   10,000
G1 Muhammad Ali Institute                                                                    5,480                    5,480
G0 Nettleroth Scholars                                                                                     29,607    29,607
G0 Nicklies Scholarship                                                                                     4,899     4,899
G1 PEACC Program Gifts                                                                       1,529                    1,529
G0 Perrone, Victor Scholars                                                                                 2,275     2,275
G0 Porter, W Scholars                                                                                       1,025     1,025
G1 Proj Women/UofL Child Dev Ctr.                                                          365,196                  365,196
G1 Ramsey Family Scholarship                                                                               20,501    20,501
G1 Ramsey-Community Trust Bancorp                                                                           8,603     8,603
G1 Registrar's Office Gift Acct                                                              1,110                    1,110
G0 Roth Scholarship                                                                                         4,751     4,751
G0 Singer, Spencer T Sc                                                                                     1,840     1,840
G1 Sp Gifts-Womens Center                                                                   23,580                   23,580
G0 Unrestricted Scholars                                                                                    4,482     4,482
G0 Xerox Foundation                                                                           205                       205
G0 Zoeller Co Scholarship                                                                                   2,014     2,014
University Provost Total                     0           0             0              0    692,090        120,758   812,848

Vice President for Business Affairs
G1 Gift-Cochran Fountain Maint                                                               3,456                    3,456
G1 Gifts-Human Resources                                                                        35                       35
G0 Gifts-Misc Unrestricted                                                                   5,174                    5,174
G0 Gifts-Physical Plant                                                                        733                      733
G0 Gifts-Univ Club                                                                              28                       28
G0 Gift-Wallace Mathis                                                                       2,430                    2,430
G1 Physical Plan Bio/Ch Gift-Kind                                                              100                      100
Business Affairs Total                       0           0             0              0     11,956              0    11,956

VP for Finance
G0 Audit Service-Computer                                                                   10,371                   10,371
VP Finance Total                             0           0             0              0     10,371              0    10,371

VP for Information Technology
G1 Information Technology Gifts                                                              1,150                     1,150
VP Information Technology Total              0           0             0              0      1,150              0      1,150




                                                             58
                                                                                           UOFL FOUNDATION, INC.
                                                                                                 2008-2009 BUDGET


                                          Salaries and Wages               Fringe         Current
                                    Faculty        Staff     Other         Benefits       Expense     Scholarships    Total

VP for Student Affairs
G1 Geisberg-Stdn Disab Support                                                              18,578                      18,578
G0 Gifts-Disable Student Services                                                            5,619                       5,619
G0 Gifts-Housing & Residence                                                                   736                         736
G0 Gifts-Red Barn                                                                           11,215                      11,215
G0 Gifts-Student Affair                                                                     14,518                      14,518
G1 International Service Learning                                                           42,173                      42,173
G0 Mendelsohn Intramura                                                                      4,356                       4,356
G0 Mens Club Volleyball                                                                        168                         168
G0 Torchbearers Gifts                                                                        1,406                       1,406
Student Affairs Total                      0           0              0               0     98,769               0      98,769

VP for University Advancement
G1 African Amer. Alumni Council                                                                              6,000       6,000
G0 African American Issues-Ct                                                                              138,000     138,000
G0 Alumni Assoc. Scholars                                                                                   25,000      25,000
G0 Ariz Alum Club Scholars Fund                                                                              7,000       7,000
G0 Atlanta Chap Ul Alumni                                                                                    5,000       5,000
G0 Bowling Green/Cen Ky                                                                                      3,000       3,000
G0 Central Ky Alum Club                                                                                     14,000      14,000
G0 Dallas/Ft Worth Alumni                                                                                    3,000       3,000
G0 Development Unrestricted                                                                590,000          10,000     600,000
G0 Fac Stf Schol Chlnge                                                                                      7,000       7,000
G0 Gift-Nancy/Steve Bea                                                                                      2,900       2,900
G0 Gifts-Alumni Serv Office                                                                  5,000                       5,000
G0 Int Sci Fair Scholars Fund                                                                               15,000      15,000
G0 Matthews Scholarship                                                                                      2,500       2,500
G0 National Capital Alu                                                                                      3,000       3,000
G0 No Florida Reg Club                                                                                       2,500       2,500
G0 Philadelphia Alumni                                                                                      10,000      10,000
G0 SF Bay Area Alumni                                                                                        3,500       3,500
G0 South Florida Alumni                                                                                      2,500       2,500
G0 Wagge Dane Mem Scholarship                                                                                5,000       5,000
University Advancement Total               0           0              0               0    595,000         264,900     859,900

TOTAL GIFTS                         9,278,575   8,385,576        416,611   4,588,349      8,492,252        814,520   31,975,883




                                                            59
                                                                                     UOFL FOUNDATION, INC.
                                                                                           2008-2009 BUDGET


                                              Gift Budgets
                                            Historic Analysis

                                            2004-05        2005-06         2006-07       2007-08       2008-09

College of Arts & Sciences                    700,324           182,738     1,126,300     1,413,950     1,521,504

College of Business                           244,157           284,488      273,014      1,537,141     1,578,890

School of Dentistry                           317,148           325,544      329,598       172,064       318,433

College of Education & Human Development      206,305                 0      222,082       462,819       469,886

Graduate School                                       0               0       20,521        20,039        19,600

Kent School of Social Work                     67,995            92,776       98,957       168,678       171,749

Brandeis School of Law                        240,330           242,462      464,917       467,686      1,031,305

University Libraries                           11,452            88,131         6,786      192,906       314,401

School of Medicine                          5,409,013          7,014,426   16,125,189    18,735,898    22,499,299

School of Music                                16,161           229,800      619,967       605,840       372,014

School of Nursing                               2,672             2,689      645,415       731,766       744,794

School of Public Health                               0               0     2,085,227     2,178,146       11,650

J. B. Speed School of Engineering             287,345           237,893      557,592       909,921      1,118,299

University President                            7,928             8,109         8,693         9,069         9,065

University Provost                                    0         273,700      223,297       503,443       812,848

Vice President for Business Affairs                   0               0              0      15,543        11,956

Vice President for Finance                            0               0              0             0      10,371

Vice President for Information Technology             0               0              0         350          1,150

Vice President for Student Affairs               265                  0      151,813        98,769        98,769

Vice President for University Advancement             0               0              0     864,375       859,900
   Total                                    7,511,095          8,982,756   22,959,368    29,088,403    31,975,883




                                                          60
 Support
Materials
                                                                       UOFL FOUNDATION, INC.
                                                                             2008-2009 BUDGET




                             Policy on Management of
                         Endowment and Similar Funds

A. Background:


   Because of cutbacks in state support for higher education and the likelihood of continuing
   constraints on new appropriations, the University must use all of its financial resources ef-
   fectively. The use of endowment funds, gift funds, and similar funds must be used to meet
   the University's objectives consistent with donor designations. In the future, these funds
   will play a larger part in the overall budget strategy of a college or school and cannot be
   viewed as unallocated reserve funds. They must be carefully budgeted and wisely used to
   carry out the University's mission of instruction, research, and service.


   The following policy guidelines are intended to ensure the effective management of en-
   dowment and similar funds and will enable accurate reporting to donors on how the funds
   are expended.


B. Definitions:


   For purposes of this policy the following definitions will apply:


   1. Endowment funds are gift funds that are unrestricted or have been designated to spe-
       cific programs by individual donors under the terms of a legal gift agreement. The prin-
       cipal of an endowment fund, or the face amount of the bequest, can not be expended.



                                                61
                                                                     UOFL FOUNDATION, INC.
                                                                           2008-2009 BUDGET


       Instead, it is invested for the purpose of generating annual income which is budgeted
       each year for use by the programs specified in the endowment instrument. The princi-
       pal of one endowment fund is also referred to as the "corpus" of the fund.

   2. Quasi-endowment funds are funds that function as endowments except that the princi-
       pal of the fund can be expended under certain limited conditions. Quasi-endowment
       funds may be established by action of the University's Board of Trustees, the Board of
       Directors of the University of Louisville Foundation, Inc., or by executive manage-
       ment. The principal is invested and the annual earnings produced by the fund are spent
       like endowment proceeds.

   3. The term "similar funds", for purposes of this policy, will refer to either quasi-
       endowments or term endowments.
   4. "Program budgeted," for purposes of this policy, is a term applied to the financial plan-
       ning process in which program objectives are established, revenues are projected, and
       proposed expenditures are reviewed and analyzed to produce an annual operating
       budget for a specific activity.


C. Policy:


   1. Vice presidents and deans will ensure that endowment and similar funds are used for
      the purposes intended by the donors. In cases where the fund is unrestricted as to use
      and purpose, funds will be expended as approved through the program budgeting proc-
      ess.

   2. Vice presidents and deans will prepare annual reports on major endowment funds,
      briefly explaining how the funds were used by their college or school to meet program
      objectives and donor designations. Deans will submit their reports to the University
      Provost for central coordination and review. These will be forwarded to the President,
      who will inform the donors as appropriate. Vice presidents will submit their reports di-
      rectly to the President.



                                               62
                                                                  UOFL FOUNDATION, INC.
                                                                        2008-2009 BUDGET


3. Endowments and similar funds will be "program budgeted" each year for revenue and
   expenditures. The Office of the VP for Finance will coordinate the budgeting process
   and will ensure that the budgets are realistic and on a firm financial footing each fiscal
   year. Units will actively participate in this process with the Office of the VP for Fi-
   nance.

4. Once approved in the budget process, planned expenditures from endowment earnings
   will be budgeted in the units' annual operating budget. These funds must be used to
   meet specific program objectives consistent with donor designations. Furthermore, all
   budgets developed for these funds will be included in the University's overall budget,
   submitted to the Board of Trustees. The Controller's Office will ensure that expenditure
   budgets are not overexpended and that expenditures conform to the annual operating
   budget.

5. The annual spending rate for endowment and similar funds is established by the Board
   of Directors of the University of Louisville Foundation, Inc. Currently this rate is 5.5%
   of the three-year moving average of the market value of the endowment's investment
   portfolio as of the three previous calendar year-ends (December 31). This rate will also
   be used as the basis for establishing the continuing (CAR) budget with the remaining
   funds used for one time, nonrecurring expenditures. (See section 7.)

6. The principal of an endowment fund will not be expended for any reason. In certain
   rare circumstances, the principal of a quasi-endowment fund may be used, however, the
   unit requesting this must obtain the written approval of the President or his designee.

7. Continuing obligations (C.A.R.'s) including salaries, wages, and fringe benefits may
   not be budgeted for more than eighty percent (80%) of the annual spending rate of the
   fund, unless the President or his designee has specifically authorized an exception. The
   remaining twenty percent (20%) may be used for one-time, nonrecurring expenditures
   that are programmatically justified. The eighty percent (80%) cap on C.A.R. expendi-
   tures is intended to protect future budgets from fluctuations in interest rates and un-
   planned growth of the C.A.R. budget.




                                            63
                                                                  UOFL FOUNDATION, INC.
                                                                        2008-2009 BUDGET


8. The following guidelines specifically refer to the establishment of positions funded
   from endowments and similar funds:

     a.   If funds are earmarked for the establishment of a faculty position, i.e., an en-
          dowed chair, units may not use the funds for other purposes without permission
          from the President or his designee.

     b.   A faculty position funded from an endowment or similar fund will not be estab-
          lished until there are sufficient annual earnings to provide the annualized salary
          amount for the position plus an appropriate allowance for fringe benefits. Where
          special circumstances warrant, the President or his designee may make excep-
          tions to this on a case by case basis.

     c.   University units should plan for future cost increases when budgeting endow-
          ment and similar funds. Annual salary adjustments, increases in the cost of
          fringe benefits, and other non-salary cost increases normally will be absorbed by
          the respective fund. When developing budgets, units will ensure that routine cost
          increases can be accommodated in future years within the projected available
          earnings of the fund. If this is not possible, units must request a budget supple-
          ment to support these cost increases.

     d.   If the annual earnings of an endowment are not sufficient to provide for the full
          funding of a faculty position (i.e., an endowed chair), they may be reinvested.
          Deans wishing to do this must specify the amount to be reinvested on the En-
          dowment Program Budget Worksheet submitted to the Office of the VP for Fi-
          nance.




                                             64

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:19
posted:8/8/2011
language:English
pages:72