University of Kentucky · 2019. 12. 11. · ENDOWMENT MATCH PROGRAM UNIVERSITY OF KENTUCKY ANNUAL REPORT FY 2018-19 3 Focus on Faculty Lisa Zunshine is a scholar of 18th-century British

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UNIVERSITY OF KENTUCKYEndowment Match Program ANNUAL REPORT ◼ FISCAL YEAR 2018-19

December 10, 2019

At the University of Kentucky, each day we are asking ourselves a compelling and fundamentally important question: what is possible?

Focused on the future and informed by the rich history of our institution and our Commonwealth, we are dreaming big and achieving more as students, faculty, staff, and alumni.

We are inspired by the foresight of our founders; they acted upon a profound idea that a university had not only the ability, but also the duty to change people’s lives through unmatched higher education, innovative research and discovery, and outreach that heals lives and transforms communities.

Driven by promise and potential — and achieved through shared determination and common compassion — consider a sampling of what we have accomplished together this year: • Our faculty and staff are earning more external research support than at any time in our history, surpassing $417 million in grants and contracts that support their innovative work in finding solutions to the most critical issues we face in Kentucky and beyond.

• Our Center on Drug and Alcohol Research, as well as faculty and academic units across several colleges, earned the University’s largest grant in its history, $87 million to reduce opioid overdose deaths by 40 percent in 16 Kentucky counties over the next three years. Kentucky is one of four states chosen to pioneer this study, with the goal of establishing a nationwide blueprint for curbing the opioid epidemic.

• Our talented faculty, staff, and students successfully competed for 1,670 grants and contracts, submitted by 800 researchers to almost 600 funding agencies.

These commitments to progress are deeply rooted in the 18-year “Bucks for Brains” partnership developed between UK and the Commonwealth of Kentucky. Since its inception, Kentucky has invested $235.5 million in state funds in UK, which we matched – dollar for dollar – with private funds to support the research enterprise of our institution.

In 2018, the University’s research and development expenditures directly impacted the creation of 1,866 jobs

in Kentucky and helped support more than 4,400 jobs throughout the state. These scientific jobs created $251.4 million in personal income. To put this in perspective, the total economic impact of UK research for Kentucky in 2018 was $769.9 million.

The resourcefulness and ingenuity of our people make our progress possible. These efforts — and our mission — remind us that:

• We discover what is possible: earning federal, state, and industry research support to confront the complex

challenges we face in energy, health care, addiction, the humanities, and the human condition;

• We treat the most serious of illnesses and disease, reimagining what is possible: providing comfort and healing to Kentucky families so they can receive the most complex and sophisticated care close to home;

• We serve every corner of the Commonwealth to achieve what is possible: supporting farmers, small businesses, and

families through our historic land-grant mission and Extension network; and

• We innovate to expand the boundaries of what is possible: leading to growing entrepreneurial work and start-ups that launch new industries and push our state’s economy forward.

With the support of our state and community, we have accomplished a great deal in our service as the University of, for, and with Kentucky. We are driven, though, by the notion that our best discoveries, and our greatest contributions, are yet to come. While fulfilling the needs of today through our research efforts, we are aspiring to be more and do more for all those we serve. By igniting the passions of our students we are building a brighter future. And by challenging and supporting the work of our staff and faculty who are answering the most important questions of our day, we are addressing the most challenging issues that will confront our world tomorrow.

At the University of Kentucky, we believe all of this is what’s wildly possible.

Sincerely,

Eli CapiloutoPresident, University of Kentucky

2 ◼ ENDOWMENT MATCH PROGRAM ◼ UNIVERSITY OF KENTUCKY ANNUAL REPORT ◼ FY 2018-19

President Eli Capilouto spoke October 9 at an event marking the HEAL grant.

A Message from University of Kentucky President Eli Capilouto

ENDOWMENT MATCH PROGRAM ◼ UNIVERSITY OF KENTUCKY ANNUAL REPORT ◼ FY 2018-19 ◼ 3

Focus on Faculty

Lisa Zunshine is a scholar of 18th-century British literature, and her work spans cultural historicism, narrative theory, and cognitive approaches to literary and cultural studies, with a particular emphasis on theory of mind and fiction. She is a Professor of English in the UK College of Arts & Sciences and a Guggenheim Fellow (2007).

She is author and editor of 11 books, including Bastards and Foundlings: Illegitimacy in Eighteenth-Century England (2005), Why We Read Fiction: Theory of Mind and the Novel (2006), Philanthropy and Fiction, 1698-1818 (2006), Approaches to Teaching the Novels of Samuel Richardson (co-edited with Jocelyn Harris, 2006), Strange Concepts and the Stories They Make Possible: Cognition, Culture, Narrative (2008), Acting Theory and the English Stage, 1700-1830 (2009), Introduction to Cognitive Cultural Studies (2010), Getting Inside Your Head: What Cognitive Science Can Tell Us About Popular Culture (2012), Approaches to Teaching the Works of John Dryden (co-edited with Jayne Lewis, 2013), and The Oxford Handbook of Cognitive Literary Studies (2015).

Zunshine has given 45 guest lectures, plenaries, and keynotes across the United States and in the United Kingdom, Belgium, Denmark, Norway, Israel, China, and Russia, and she has published more than 50 articles in peer-reviewed journals and edited collections, some of which have been subsequently reprinted in Chinese, Hungarian, Italian, and Russian.

She earned her Ph.D. at the University of California, Santa Barbara, and joined the University of Kentucky faculty in 2000.

Linda Dwoskin joined UK in 1988 as an Assistant Professor. She holds multiple appointments, including Associate Dean for Research and Professor of Pharmaceutical Sciences in the College of Pharmacy, Professor of Behavioral Sciences in the College of Medicine, Associate in the Center on Drug and Alcohol Research, and Deputy Director of the UK Research Priority Area in Substance Use Disorders.

Dwoskin received the UK Wethington Award for Meritorious Performance in Research (2002-2018) and was named a University Research Professor (2005-2006). She has 263 peer-reviewed research articles and 367 presentations; she is also an inventor on 24 patents. Dwoskin is focused on the discovery of compounds that inhibit the vesicular monoamine transporter to treat methamphetamine use disorder.

She served as Principal Investigator of a National Cooperative Drug Discovery U19 grant on treatments for nicotine dependence (2003-2009) and on two grants on novel therapies for methamphetamine use disorder (2000-2020). She also serves as director of a T32 Training Grant and the UK Center for Clinical and Translational Science Drug Discovery and Development (D3) Core. In 2014, she initiated the Igniting Research Collaborations Pilot Program to increase interdisciplinary scientific engagement and leverage expertise across campus to tackle important health problems.

She serves as Principal Investigator of an NIH Research Evaluation and Commercialization Hub (REACH) network grant to coordinate efforts across Kentucky in a public-private partnership with UK (lead), the University of Louisville, Kentucky’s public regional colleges, community and technical colleges, and the 501(c)3 Commonwealth Commercialization Center. The REACH grant will accelerate discoveries by providing academic innovators with proof-of-concept funding, education, and mentoring to translate discoveries into commercialized products to improve public health. Dwoskin was co-founder and Vice President of Yaupon Therapeutics/Ceptaris Inc., a biotech company which was acquired by Actelion Inc. following Food and Drug Administration approval of Valchlor®/Ledaga®. Her Ph.D. is in pharmacology from the University of Minnesota.

Lisa ZunshineBush-Holbrook Endowed Professor in English

Linda DwoskinEndowed University Professorship in Graduate Medical Education


Focus on Faculty

Peter Nelson is an experimental neuropathologist focusing on Alzheimer’s disease. He is the Director of the Neuropathology Division of the College of Medicine's Pathology Department, and he also directs the brain bank and the neuropathology core of the UK Alzheimer’s Disease Center at the Sanders-Brown Center on Aging.

Nelson is an experimental researcher focusing on the molecular neurochemistry of the human brain—in health and in neurodegenerative diseases—particularly in the context of RNA biology. Nelson's work has focused on microRNAs (miRNAs). He invented new techniques to analyze and manipulate these small molecules and studies how miRNA biology is altered in neurodegenerative diseases.

A multi-institutional study co-led by Nelson defined and established criteria for a new neurological disease called primary age-related tauopathy (PART). Patients with PART develop cognitive impairment that can be indistinguishable from Alzheimer’s disease (AD), but lack amyloid plaques that are a hallmark of AD.

In 2019, Nelson published work with a group of international researchers that defined another newly named dementia, called LATE, which tends to appear in people over age 85. The disease does not have the telltale amyloid or tau of AD. Like AD, LATE affects multiple areas of cognition, ultimately impairing activities of daily life, but it appears that LATE progresses more gradually than Alzheimer’s. However, LATE combined with AD—which is a common combination—appears to cause a more rapid decline than either would alone.

Nelson earned his M.D. and Ph.D. at the University of Chicago, completed his residency and a neuropathology fellowship at the University of Pennsylvania, and came to the University of Kentucky in 2006.

J. Zach Hilt arrived at the University in 2004 and set about establishing a thriving and highly active research program focused on design and development of innovative polymer, nanoparticle, and nanocomposite materials with applications in controlled drug delivery, environmental treatment, and beyond.

Hilt has forged substantive interactions with faculty in biomedical engineering, chemistry, medicine, and pharmaceutical sciences, and he has played a leading role in a number of multi-investigator interdisciplinary research efforts, including the National Science Foundation-funded Research Experiences for Undergraduates program in the area of Engineered Bioactive Interfaces and Devices, the National Institute of Health (NIH)-funded UK Superfund Research Center, and the previously NIH-funded UK Cancer Nanotechnology Training Center.

He was named a University Research Professor (2019-2020) and received the College of Engineering Dean’s Award for Excellence in Service (2016) and College of Engineering Dean’s Award for Excellence in Research (2013). He was also honored with the 2013 Faculty Mentor of the Year Award from the Office of Undergraduate Research, and he has received the Outstanding Chemical Engineering Teacher Award four times. In 2016, he was elected a Fellow of the American Institute for Medical and Biological Engineering, an honor held by the top two percent of medical and biological engineers in the country. He has graduated 10 Ph.D. students as a primary advisor and eight as a co-advisor, and as one of the leading advocates for undergraduate research in the College, he has had more than 100 undergraduates complete research projects in his laboratory.

Hilt’s interdisciplinary research program has yielded more than 100 papers and has been cited more than 5,000 times. He also has translational activities with Bluegrass Advanced Materials, LLC, a start-up company that he co-founded with Chemical Engineering Professor Tom Dziubla.

Hilt earned his M.S. in chemical engineering at Purdue University and Ph.D. in chemical engineering at the University of Texas, Austin.

Peter NelsonR.C. Durr Foundation Chair in Alzheimer's Disease

J. Zach HiltJack and Linda Gill Science and Engineering Professor

Focus on StudentsThe Endowment Match Program is not only a mechanism to recruit faculty, it also provides research opportunities

and financial support for some of the most talented graduate students in the United States. In Fiscal Year 2018-19, the Endowment Match Program provided graduate fellowships to 575 recipients.

Focus on KentuckyBucks for Brains is a primary catalyst for the substantial growth in awards of external research funding to the campus

and to Kentucky. Since the Kentucky General Assembly passed the Postsecondary Education Improvement Act of 1997 (House Bill 1), awards of external research grants and contracts at the University have increased from $122 million to $417.1 million (a 295.1 percent increase) (www.research.uky.edu/research-data)

These dollars have an extraordinary impact on UK’s campus and the broader community. During Fiscal Year 2018-19, awards of external research grants and contracts resulted in a $769.9 million contribution to the Kentucky economy, including $251.4 million in personal income. Each dollar of out-of-state external funding for research generates approximately $1.85 of total related expenditures within the Commonwealth.

Endowment ActivitySince its creation, the University of Kentucky has received $235.5 million in state funds through the Research

Challenge Trust Fund for the Endowment Match Program and the Research Capital Match Program. Pursuant to its statutory authority, the University of Kentucky’s Board of Trustees allocated $21,926,570 to the Research Capital Match Program, and the remaining funds have been dedicated to the Endowment Match Program. Per the Program Guidelines for both the Endowment Match Program and the Research Capital Match Program, all state funds have been fully matched by the University on a dollar-for-dollar basis.

Since 1998, the University of Kentucky has used the Endowment Match Program to: • Create 96 endowed chairs and 216 endowed professorships; and • Create 261 fellowships, enrichments, and mission support projects to support research and the William T. Young Library (Table 1).

ENDOWMENT MATCH PROGRAM POSITIONS, PROGRAMS AND PROJECTS ESTABLISHED DURING FISCAL YEAR 2018-19 AND SINCE PROGRAM INCEPTION

2018-19 New Activity

Number of Positions or Projects Established 0 0 0 0 0Positions Occupied or Projects with Expenditures 0 0 0 0 0

1998-2019Number of Positions or Projects Established 96 216 125 136 573

Positions Occupied or Projects with Expenditures 81 161 83 102 427

Total 177 377 208 238 1,000

Table 1

CHAIR PROFESSORSHIPS FELLOWSHIPS MISSION SUPPORT TOTAL


Endowment Match Program At a GlanceEndowment Match Program faculty have made substantial contributions to the University of Kentucky research portfolio.

According to the 2017 report from the Association of University Technology Managers, UK tied for 14th in the number of start-up companies among public universities and ranks 27th among public universities in total licensing income. In Fiscal Year 2018-19, UK filed 91 patent applications, and four new start-up companies affiliated with UK technology were formed.

26PATENTS ISSUED

Five patents were created by three Endowment Match Program recipients

30LICENSE & OPTION AGREEMENTS EXECUTED

Five of which were from four Endowment Match Program recipients

104INVENTION DISCLOSURES

15 of which were from 10 Endowment Match Program recipients

618WORLDWIDE PATENT ASSETS

A total of148 patents available for licensing were invented by Endow-ment Match Program recipients

$7mDISTRIBUTION

Since 2010, UK has distributed $7 million in license income to inventors

$15.7mDISTRIBUTION

Since 2010, UK has distributed $15.7 million in license income to UK colleges and departments

FISCAL YEAR 2018-19

UNIVERSITY OF KENTUCKY’S OVERALL IMPACT


$ M

$10 M

$20 M

$30 M

$40 M

$50 M

$60 M

$70 M

$80 M

$90 M

$100 M

$ M

$50 M

$100 M

$150 M

$200 M

$250 M

$300 M

$350 M

$400 M

$450 M

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

Source: University of Kentucky OSPA database, 08/31/2019

UK Total Research Funding

FY 1985 to FY 2019 Research Funding & Bucks for Brains Appropriations

Federal Awards

Total Awards

Bucks for Brains Appropriations

25% Increase between FY 18 & FY19

6% compound annual growth rate since199910% compound annual growth rate over last four years

$ M

$10 M

$20 M

$30 M

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1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

Source: University of Kentucky OSPA database, 08/31/2019

UK Total Research Funding

FY 1985 to FY 2019 Research Funding & Bucks for Brains Appropriations

Federal Awards

Total Awards

Bucks for Brains Appropriations

25% Increase between FY 18 & FY19

6% compound annual growth rate since199910% compound annual growth rate over last four years

Demographic InformationAs of June 30, 2019, the University of Kentucky has appointed a total of 205 faculty endowed chairs and

professorships under the auspices of the Endowment Match Program. (Tables 2-3)

GENDER OF ENDOWMENT MATCH PROGRAM FACULTY AND STAFF AS OF JUNE 30, 2019

Male 51 100 328 479

Female 18 36 389 443Total 69 136 717 922

Table 3

CHAIR PROFESSORSHIPS STAFF TOTAL

RACE OF ENDOWMENT MATCH PROGRAM FACULTY AND STAFF AS OF JUNE 30, 2019

White 58 124 492 674

Black 2 1 43 46

Asian 8 8 154 170Hispanic 1 3 28 32

Total 69 136 717 922

Table 2

CHAIR PROFESSORSHIPS STAFF TOTAL

GENDER AND RACE OF ENDOWMENT MATCH PROGRAM FINANCIAL AID RECIPIENTS FOR AWARDS MADE DURING FY 2018-19

Male 155 19 8 70 25 277Female 164 19 12 80 23 298Total 319 38 20 150 48 575

Table 4

WHITE BLACK HISPANIC ASIAN OTHER TOTAL


During Fiscal Year 2018-19, 125 endowments supported graduate fellowships. Since a single endowment may support multiple student awards, 575 graduate students received support from endowment proceeds (Table 4).

Financial SummaryThe University has received and matched all currently available state funds for the Endowment Match Program. The

market value as of June, 30, 2019 of all endowments created or expanded as part of the Endowment Match Program totals $552,250,683.

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1,23

1,99

8

Zant

ker F

ound

atio

n Pr

ofes

sors

hip

in J

ewis

h Hi

stor

y10

/20/

0525

0,00

0 25

0,00

0 69

0,47

0 0

0 33

,518

0

723,

988

Zim

mer

End

owm

ent f

or O

rtho

paed

ic R

esea

rch

03/2

1/01

300,

000

300,

000

676,

695

0 0

31,9

46

(23,

704)

684,

937

Exis

ting

RCT

F Fu

nded

End

owm

ents

Sub

-Tot

al$2

13,5

97,3

59$2

34,6

12,8

42$5

41,5

31,3

12$0

$1,1

13,0

03$2

6,58

9,86

2($

16,9

83,4

95)

$552

,250

,683

Gra

nd T

otal

$213

,597

,359

$234

,612

,842

$541

,531

,312

$0$1

,113

,003

$26,

589,

862

($16

,983

,495

)$5

52,2

50,6

83

Note

s to

Tabl

e 5:

1 Ne

t of r

einve

stmen

t of p

rior y

ear s

pend

ing

distr

ibut

ions.

2 Sta

te fu

nds a

nd m

atch

ing

gifts

reco

rded

in d

iffer

ent f

unds

. Se

e at

tach

ed F

ootn

ote

2 sc

hedu

le.3 S

tate

fund

s and

mat

chin

g gi

fts re

cord

ed in

diff

eren

t fun

ds.

See

atta

ched

Foo

tnot

e 3

sche

dule.


Endo

wm

ent N

ame

Dat

e Es

tab.

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

dM

arke

t Va

lue

as

of 0

7/01

/18

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

d an

d Tr

ansf

ers

Inve

stm

ent

Earn

ings

(L

oss)

Earn

ings

D

istr

ibut

ed1

Mar

ket

Valu

e as

of

06/

30/1

9

Prio

r to

07/0

1/18

Dur

ing

Fisc

al Y

ear 2

018

- 201

9

Uni

vers

ity o

f Ken

tuck

yEn

dow

men

t Mat

ch P

rogr

amTa

ble

5: C

ompo

nent

s of

Cha

nge

in E

ndow

men

t Mar

ket V

alue

Dur

ing

Fisc

al Y

ear 2

018

- 201

9

Will

iam

T. B

ryan

End

owed

Cha

ir in

Pub

lic F

inan

ce in

the

Mar

tin S

choo

l12

/08/

9850

0,00

0 50

8,84

8 1,

187,

926

0 0

56,1

01

(41,

627)

1,20

2,40

0 W

illia

m T

. Bry

an E

ndow

ed C

hair

in P

ublic

Fin

ance

in th

e M

artin

Sch

ool

11/0

8/05

125,

000

125,

000

285,

133

0 0

13,4

66

(9,9

92)

288,

607

Will

iam

T. B

ryan

End

owed

Cha

ir in

Spa

nish

12/0

8/98

500,

000

508,

848

1,26

1,06

1 0

0 61

,237

0

1,32

2,29

8

Will

iam

T. B

ryan

End

owed

Cha

ir in

Spe

cial

Edu

catio

n12

/08/

9850

0,00

0 50

8,84

8 1,

222,

039

0 0

59,3

56

0 1,

281,

395

Will

iam

T. B

ryan

End

owed

Cha

ir in

Voc

al M

usic

12/0

8/98

500,

000

508,

848

1,18

7,92

6 0

0 56

,101

(4

1,62

7)1,

202,

400

Will

iam

T. B

ryan

End

owed

Pro

fess

orsh

ip in

Mat

eria

ls

Engi

neer

ing

12/0

8/98

125,

000

125,

000

285,

133

0 0

13,4

66

(9,9

92)

288,

607

Will

iam

T. B

ryan

Lib

rary

End

owm

ent F

und

08/2

4/00

750,

000

770,

220

2,03

9,79

4 0

0 11

4,07

5 (6

1,04

4)2,

092,

825

Will

iam

T. B

ryan

Uni

vers

ity C

hair

12/0

8/98

500,

000

508,

848

1,31

2,42

1 0

0 61

,912

(5

1,22

2)1,

323,

111

Will

iam

T. Y

oung

End

owed

Cha

ir04

/12/

0250

0,00

0 50

0,00

0 1,

259,

043

0 0

59,4

40

(44,

105)

1,27

4,37

8 W

illia

m T

. You

ng L

ibra

ry E

ndow

men

t for

Mar

key

Canc

er

Cent

er05

/24/

011,

500,

000

1,50

0,00

0 4,

024,

189

0 0

225,

052

(120

,431

)4,

128,

810

Will

iam

T. Y

oung

Lib

rary

End

owm

ent f

or S

aund

ers

Brow

n Ce

nter

on

Agin

g05

/24/

011,

000,

000

1,00

0,00

0 2,

574,

026

0 0

143,

952

(77,

032)

2,64

0,94

6

Wom

en's

Circ

le E

ndow

men

t07

/31/

0650

3,71

8 51

3,04

2 1,

134,

702

0 0

51,1

87

(102

,856

)1,

083,

034

Wya

tt, T

arra

nt &

Com

bs P

rofe

ssor

ship

of L

aw II

04/0

1/99

60,0

00

60,0

00

126,

411

0 0

5,96

8 (4

,428

)12

7,95

1 Za

ntke

r Cha

ritab

le F

ound

atio

n Pr

ofes

sors

hip

in J

udai

c St

udie

s11

/08/

0047

3,35

0 49

0,55

0 1,

209,

867

0 0

68,6

05

(46,

475)

1,23

1,99

8

Zant

ker F

ound

atio

n Pr

ofes

sors

hip

in J

ewis

h Hi

stor

y10

/20/

0525

0,00

0 25

0,00

0 69

0,47

0 0

0 33

,518

0

723,

988

Zim

mer

End

owm

ent f

or O

rthop

aedi

c Re

sear

ch03

/21/

0130

0,00

0 30

0,00

0 67

6,69

5 0

0 31

,946

(2

3,70

4)68

4,93

7

Exis

ting

RCT

F Fu

nded

End

owm

ents

Sub

-Tot

al$2

13,5

97,3

59$2

34,6

12,8

42$5

41,5

31,3

12$0

$1,1

13,0

03$2

6,58

9,86

2($

16,9

83,4

95)

$552

,250

,683

Gra

nd T

otal

$213

,597

,359

$234

,612

,842

$541

,531

,312

$0$1

,113

,003

$26,

589,

862

($16

,983

,495

)$5

52,2

50,6

83

Note

s to

Tabl

e 5:

1 Ne

t of r

einve

stmen

t of p

rior y

ear s

pend

ing

distr

ibut

ions.

2 Sta

te fu

nds a

nd m

atch

ing

gifts

reco

rded

in d

iffer

ent f

unds

. Se

e at

tach

ed F

ootn

ote

2 sc

hedu

le.3 S

tate

fund

s and

mat

chin

g gi

fts re

cord

ed in

diff

eren

t fun

ds.

See

atta

ched

Foo

tnot

e 3

sche

dule.


Not

e 2:

The

follo

win

g ta

ble

is a

sum

mar

y of

all

activ

ity in

the

acco

unts

rela

ted

to th

e Sc

hlai

kjer

gift

s an

d pl

edge

s to

cle

arly

iden

tify

stat

e an

d gi

ft fu

nds

rece

ived

.

Endo

wm

ent N

ame

Dat

e Es

tab.

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

dM

arke

t Va

lue

as

of 0

7/01

/18

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

d an

d Tr

ansf

ers

Inve

stm

ent

Earn

ings

(L

oss)

Earn

ings

D

istr

ibut

ed1

Mar

ket

Valu

e as

of

06/

30/1

9

Albe

rt G

. Cla

y En

dow

ed C

hair

in E

quin

e Re

prod

uctio

n12

/09/

98$3

,250

,000

$2

4,22

5 $4

,889

,162

$0

$0

$2

36,0

26

($57

,916

)$5

,067

,272

Jes

& Cl

emen

tine

Schl

aikj

er P

rofe

ssor

ship

- I

06/1

1/02

0 25

6,51

5 33

4,83

7 0

0 16

,254

0

351,

091

Jes

& Cl

emen

tine

Schl

aikj

er P

rofe

ssor

ship

- II

06/1

1/02

0 25

3,53

8 33

4,33

6 0

0 16

,230

0

350,

566

Jes

E. a

nd C

lem

entin

e M

ills

Schl

aikj

er C

hair

in E

quin

e In

fect

ious

Dis

ease

s12

/09/

980

3,46

7,20

8 4,

738,

298

0 0

223,

702

(165

,988

)4,

796,

012

John

A. M

orris

Lib

rary

End

owed

Res

earc

h an

d M

issi

on

Supp

ort F

und

12/0

9/98

1,00

0,00

0 0

1,14

3,22

9 0

0 53

,990

(4

0,06

1)1,

157,

159

John

S. &

Eliz

abet

h A.

Kni

ght C

hair

Endo

wm

ent S

uppl

emen

t12

/09/

981,

716,

000

249,

657

2,43

1,05

3 0

0 11

4,77

0 (8

5,16

0)2,

460,

663

Maj

or E

ndow

ed R

esea

rch

Fund

in V

eter

inar

y Sc

ienc

e12

/09/

981,

825,

881

10,0

00

2,10

5,17

2 0

0 99

,418

(7

3,76

9)2,

130,

821

Paul

Mel

lon

Endo

wed

Gra

duat

e St

uden

t Sup

port

04/0

4/00

0 1,

750,

000

2,10

7,51

2 0

0 99

,530

(7

3,85

1)2,

133,

190

Paul

Mel

lon

Equi

ne R

esea

rch

Endo

wm

ent

04/0

4/00

0 1,

029,

175

1,14

8,70

0 0

0 54

,249

(4

0,25

3)1,

162,

696

Paul

Mel

lon

Post

Doc

toria

l Fel

low

ship

03/2

7/01

2,39

2,53

7 2,

436

2,93

5,76

1 0

0 13

8,64

3 (1

02,8

74)

2,97

1,53

1

Pin

Oak

Stu

d En

dow

ed R

esea

rch

Fund

04/0

6/99

500,

000

500,

000

1,16

0,29

3 0

0 54

,796

(4

0,65

9)1,

174,

430

Will

iam

Rob

ert M

ills

Chai

r in

Equi

ne In

fect

ious

Dis

ease

s12

/09/

980

3,35

5,20

8 4,

384,

760

0 0

207,

078

(153

,653

)4,

438,

186

Tot

al

$10,

684,

418

$10,

897,

962

$27,

713,

114

$0$0

$1,3

14,6

86($

834,

182)

$28,

193,

617

Not

e 3:

The

follo

win

g ta

ble

is a

sum

mar

y of

all

activ

ity in

the

acco

unts

rela

ted

to th

e Gi

ll gi

fts

and

pled

ges

to c

lear

ly id

entif

y st

ate

and

gift

fund

s re

ceiv

ed.

Endo

wm

ent N

ame

Dat

e Es

tab.

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

dM

arke

t Va

lue

as

of 0

7/01

/18

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

d an

d Tr

ansf

ers

Inve

stm

ent

Earn

ings

(L

oss)

Earn

ings

D

istr

ibut

ed1

Mar

ket

Valu

e as

of

06/

30/1

9

Alvi

n L.

Mor

ris P

rofe

ssor

ship

in O

ral H

ealth

Res

earc

h01

/20/

98$2

00,0

00

$200

$2

14,7

80

$0

$0

$10,

140

($7,

524)

$217

,396

Gill

Foun

datio

n Ch

air i

n Pr

even

tive

Card

iolo

gy01

/20/

980

1,00

0,00

01,

274,

309

00

61,8

620

1,33

6,17

1

Gill

Foun

datio

n Pr

ofes

sors

hip

in In

terv

entio

nal C

ardi

olog

y12

/19/

970

200,

225

204,

030

00

9,63

2(7

,147

)20

6,51

5

Gill

Hear

t Ins

titut

e En

dow

men

t12

/26/

020

1,16

8,75

91,

323,

332

00

63,3

07(3

8,05

0)1,

348,

589

Harry

B. K

oste

nbau

der P

rofe

ssor

ship

in P

harm

acy

04/2

4/02

200,

000

35,0

7528

2,58

90

013

,721

0 29

6,31

0

Jack

M. G

ill C

hair

in In

tern

al M

edic

ine

01/2

0/98

1,00

0,00

00

1,10

0,76

80

051

,968

(38,

560)

1,11

4,17

6

Jacq

uelin

e A.

Noo

nan

- CM

N Re

sear

ch C

hair

in P

edia

tric

s12

/08/

081,

000,

000

1,00

2,27

62,

532,

948

00

122,

961

0 2,

655,

909

Jacq

uelin

e A.

Noo

nan

Prof

esso

rshi

p in

Ped

iatri

cs01

/20/

9820

0,00

060

,586

299,

356

01,

204

14,1

72(1

0,49

9)30

4,23

3

Jaso

n Al

exan

der G

ill P

rofe

ssor

ship

in C

ardi

otho

raci

c Su

rger

y12

/19/

970

200,

000

239,

419

00

11,3

03(8

,387

)24

2,33

5

Jeff

erso

n M

orris

Gill

, Ph.

D. P

rofe

ssor

ship

in C

ardi

olog

y12

/19/

970

200,

000

235,

705

00

11,1

28(8

,257

)23

8,57

6

Jenn

ifer G

ill R

ober

ts P

rofe

ssor

ship

in P

edia

tric

Card

iolo

gy12

/19/

970

200,

000

233,

335

00

11,0

16(8

,174

)23

6,17

7

Jose

ph H

ambu

rg P

rofe

ssor

ship

in R

ehab

ilita

tion

Scie

nces

01/2

0/98

200,

000

022

0,46

80

010

,408

(7,7

23)

223,

153

Lind

a C.

Gill

Cha

ir in

Nur

sing

01/2

0/98

1,00

0,00

050

01,

075,

409

00

50,7

70(3

7,67

2)1,

088,

508

Mar

cia

A. D

ake

Prof

esso

rshi

p in

Nur

sing

01/2

0/98

250,

000

68,4

0042

0,64

00

019

,859

(14,

735)

425,

763

Tyle

r Aar

on G

ill P

rofe

ssor

ship

in V

ascu

lar S

urge

ry12

/19/

970

200,

000

205,

313

00

9,76

1(5

,412

)20

9,66

2 T

otal

$4

,050

,000

$4,3

36,0

21$9

,862

,402

$0$1

,204

$472

,009

($19

2,14

0)$1

0,14

3,47

4

Prio

r to

07/0

1/18

Dur

ing

Fisc

al Y

ear 2

018

- 201

9

Prio

r to

07/0

1/18

Dur

ing

Fisc

al Y

ear 2

018

- 201

9

Not

es to

Tab

le 5

Not

e 1:


Not

e 2:

The

follo

win

g ta

ble

is a

sum

mar

y of

all

activ

ity in

the

acco

unts

rela

ted

to th

e Sc

hlai

kjer

gift

s an

d pl

edge

s to

cle

arly

iden

tify

stat

e an

d gi

ft fu

nds

rece

ived

.

Endo

wm

ent N

ame

Dat

e Es

tab.

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

dM

arke

t Va

lue

as

of 0

7/01

/18

Stat

e Fu

nds

Rec

eive

dG

ifts

Rec

eive

d an

d Tr

ansf

ers

Inve

stm

ent

Earn

ings

(L

oss)

Earn

ings

D

istr

ibut

ed1

Mar

ket

Valu

e as

of

06/

30/1

9

Albe

rt G

. Cla

y En

dow

ed C

hair

in E

quin

e Re

prod

uctio

n12

/09/

98$3

,250

,000

$2

4,22

5 $4

,889

,162

$0

$0

$2

36,0

26

($57

,916

)$5

,067

,272

Jes

& Cl

emen

tine

Schl

aikj

er P

rofe

ssor

ship

- I

06/1

1/02

0 25

6,51

5 33

4,83

7 0

0 16

,254

0

351,

091

Jes

& Cl

emen

tine

Schl

aikj

er P

rofe

ssor

ship

- II

06/1

1/02

0 25

3,53

8 33

4,33

6 0

0 16

,230

0

350,

566

Jes

E. a

nd C

lem

entin

e M

ills

Schl

aikj

er C

hair

in E

quin

e In

fect

ious

Dis

ease

s12

/09/

980

3,46

7,20

8 4,

738,

298

0 0

223,

702

(165

,988

)4,

796,

012

John

A. M

orris

Lib

rary

End

owed

Res

earc

h an

d M

issi

on

Supp

ort F

und

12/0

9/98

1,00

0,00

0 0

1,14

3,22

9 0

0 53

,990

(4

0,06

1)1,

157,

159

John

S. &

Eliz

abet

h A.

Kni

ght C

hair

Endo

wm

ent S

uppl

emen

t12

/09/

981,

716,

000

249,

657

2,43

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Documents

University of Kentucky · 2019. 12. 11. · ENDOWMENT MATCH PROGRAM UNIVERSITY OF KENTUCKY ANNUAL REPORT FY 2018-19 3 Focus on Faculty Lisa Zunshine is a scholar of 18th-century British