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Endowment Fund OFI Fy17v2.Xlsx ENDOWMENT FUND MICHIGAN STATE UNIVERSITY YEAR ENDED JUNE 30, 2017 PRINCIPAL GAINS (LOSSES) PRINCIPAL BALANCE FROM SALES OF TRANSFERS BALANCE JULY 1, 2016 GIFTS INVESTMENTS IN (OUT) JUNE 30, 2017 RESTRICTED NONEXPENDABLE ENDOWMENTS 1951 BIG TEN CHAMPION ENDOWMENT FUND FOR MEN'S TENNIS 45,700 - - - 45,700 49ERS ENDOWED SCHOLARSHIP FUND 52,300 900 - 2,656 55,856 60TH ANNIVERSARY ENDOWED SCHOLARSHIP FUND 35,827 267 - - 36,094 ABBOTT-HASKIN ENDOWMENT FUND FOR WOMEN'S STUDIES 35,984 - - - 35,984 ABDULGHANI/TAYLOR ENDOWED GRADUATE FELLOWSHIP 101,867 - - 4,603 106,470 THE GERALD AND JULIE ABRAHAM FAMILY SCHOLARSHIP ENDOWMENT - 10,229 - 125 10,354 JEFF AND KATHY ABRASH ATHLETIC ENDOWMENT 50,000 25,000 - - 75,000 ACTUARIAL SCIENCE EXAM PRIZE 31,528 10,750 - 71 42,349 ACTUARIAL SCIENCE SCHOLARSHIP 114,790 - - 172 114,962 WALTER AND PAULINE ADAMS SCHOLARSHIP 242,850 100 - - 242,950 A. GORDON ADAMS, JR. ENDOWED CHM SCHOLARSHIP FUND 200,368 - - 8 200,376 A. GORDON ADAMS, JR. JAMES MADISON FELLOWS SCHOLARSHIP 65,603 - - 662 66,265 WALTER ADAMS ENDOWMENT FOR WKAR RADIO 30,985 - - 35 31,020 WALTER ADAMS ENDOWMENT FOR WKAR TV 25,521 - - - 25,521 WALTER ADAMS MEMORIAL ENDOWED SCHOLARSHIP IN MARCHING BAND 98,988 3,100 - - 102,088 A. GORDON ADAMS, JR. ALUMNI DISTINGUISHED SCHOLAR AWARD 77,823 - - - 77,823 THOMAS ADAMS MEMORIAL SCHOLARSHIP 155,845 18,750 - - 174,595 DONALD AND CAROL ADAMS ATHLETICS SCHOLARSHIP 41,806 13,600 - - 55,406 FREDERICK S. ADDY DISTINGUISHED CHAIR IN ECONOMICS 1,512,549 - - 11,463 1,524,012 FREDERICK S. ADDY DISTINGUISHED CHAIR IN ECONOMICS (B) 1,312,620 500,000 - 91,300 1,903,920 FREDERICK S. ADDY DISTINGUISHED CHAIR IN FINANCE ENDOWMENT FUND 1,423,695 - - 27,521 1,451,216 FREDERICK S. ADDY DISTINGUISHED PROFESSORSHIP 100,000 100,000 - 7,447 207,447 FREDERICK S. AND MARILYN MARSHALL ADDY ENDOWMENT FUND 264,614 (250,000) - (14,614) - ADVOCACY, LEADERSHIP AND SOCIAL JUSTICE ENDOWED FUND 1,000,000 25 - 70,674 1,070,699 AFGHANISTAN VISITING INTERNATIONAL PROFESSIONAL, EDUCATIONAL, CULTURAL, AND OUTREAC 66,081 - - 3,987 70,068 PAMELA AGREN MEMORIAL SCHOLARSHIP 53,697 850 - 1,029 55,576 AGRICULTURAL ENGINEERING ENDOWED FELLOWSHIP 23,295 4,200 - - 27,495 AGRICULTURAL ENGINEERING LABORATORY ENHANCEMENT ENDOWMENT FUND 38,370 665 - - 39,035 HANK AGUIRRE BASEBALL MEMORIAL ENDOWED SCHOLARSHIP 20,372 10,000 - 117 30,489 MARGARET AGUWA, D.O. ENDOWED SCHOLARSHIP 40,242 2,500 - 292 43,034 FOREST H. AKERS SCHOLARSHIP 309,021 - - - 309,021 FOREST AKERS STUDY ABROAD ENDOWED SCHOLARSHIP FUND 1,018,111 - - (6,363) 1,011,748 THE FOREST AKERS TRUST ENDOWED FUND FOR ENTREPRENEURIAL DEVELOPMENT 1,026,380 - - - 1,026,380 LOUISE ALDERSON AND TOM HOISINGTON WOMEN'S BASKETBALL ENDOWMENT 41,042 10,500 - - 51,542 JOHN AND MARTHA ALDINGER ADVERTISING GUEST LECTURER FUND 158,156 - - - 158,156 JOHN AND MARTHA ALDINGER ENDOWED SCHOLARSHIP FUND 451,034 - - - 451,034 PEARL J. ALDRICH ENDOWMENT 960,329 - - 45,538 1,005,867 GORDON AND GLADYS ALDRIDGE MEMORIAL ENDOWED ENRICHMENT FUND 531,652 - - - 531,652 GORDON AND GLADYS ALDRIDGE MEMORIAL ENDOWED FELLOWSHIP FUND 531,652 - - - 531,652 LOIS E. ALEXANDER MEDICAL TECHNOLOGY ENDOWMENT 41,113 - - 2,027 43,140 BETH ALEXANDER ENDOWMENT FOR THE RESIDENTIAL COLLEGE IN THE ARTS AND HUMANITIES CE 5,025 44,975 - 921 50,921 TURNER J. ALFREY, JR. MEMORIAL FUND/VISITING PROFESSORSHIP PROGRAM 133,664 - - - 133,664 ALL UNIVERSITY AWARD FOR EXCELLENCE 129,954 - - - 129,954 Page 1 of 84 ENDOWMENT FUND MICHIGAN STATE UNIVERSITY YEAR ENDED JUNE 30, 2017 PRINCIPAL GAINS (LOSSES) PRINCIPAL BALANCE FROM SALES OF TRANSFERS BALANCE JULY 1, 2016 GIFTS INVESTMENTS IN (OUT) JUNE 30, 2017 GEORGE L. ALLEN SCHOLARSHIP 1,761 - - - 1,761 DR. RUTH M. ALLEN ENDOWED FELLOWSHIP FOR STUDENTS OF HORTICULTURE STUDYING ABROAD 11,821 - - 586 12,407 DR. RUTH M. ALLEN ENDOWED FUND FOR MEDICAL EDUCATION 22,265 10,000 - 1,476 33,741 RUTH ALLEN VETERINARY MEDICINE ENDOWMENT 10,513 - - 60 10,573 RUTH ALLEN VETERINARY MEDICINE SCHOLARSHIP 28,925 - - 215 29,140 STEVEN AND AMY ALMANY MEN'S BASKETBALL ENDOWMENT 20,248 10,000 - 254 30,502 DALLAS AND EDNA ALSUP SCHOLARSHIP 373,653 - - 1,273 374,926 ALUMNI DISTINGUISHED LECTURESHIP AWARD 110,095 - - 7,775 117,870 THE MARIANNE AMAREL FELLOWSHIP FOR THE SCHOLARSHIP OF TEACHING 72,759 - - - 72,759 AMERICAN CATHOLIC THOUGHT AND CULTURE: ST. JOHN STUDENT PARISH ENDOWED LECTURESH 157,887 1,050 - 11,454 170,391 AMERICAN INDIAN STUDIES PROGRAM ENDOWMENT FUND 64,052 590 - 3,567 68,209 AMERICAN ELECTRIC POWER FOUNDATION ENERGY AND SUSTAINABILITY DISCRETIONARY ENDOW 136,896 100 - 7,205 144,201 AMERICAN PROFICIENCY INSTITUTE ENDOWED SCHOLARSHIP FUND IN MEDICAL TECHNOLOGY 105,897 - - 4,805 110,702 AMERICAN THOUGHT AND LANGUAGE FACULTY DEVELOPMENT FUND 41,870 - - - 41,870 IDA AND FILOMENA AMICI ENDOWED SCHOLARSHIP 34,437 - - 32 34,469 ANCORA IMPARO ENDOWED SCHOLARSHIP IN OSTEOPATHIC MEDICINE 34,990 - - 709 35,699 THE ORLANDO B. ANDERSLAND RESEARCH ASSISTANTSHIP IN GEOTECHNICAL ENGINEERING FUND - 49,915 - - 49,915 KENNETH ANDERSON SCHOLARSHIP 53,630 - - - 53,630 THE ROBERT T. ANDERSON AWARD IN RELIGIOUS STUDIES 6,971 4,000 - - 10,971 HENRY AND DONNA ANDERSON ENDOWED SCHOLARSHIP 51,467 - - - 51,467 PATRICIA A. ANDERSON LIBRARY ENDOWMENT FOR CHILDREN'S BOOKS 354,089 - - - 354,089 HAMILTON ANDERSON ASSOCIATES, INC. SCHOLARSHIP 34,131 - - - 34,131 PROF. RICHARD L. ANDERSON ENDOWED SCHOLARSHIP IN CLARINET 100,000 - - - 100,000 PROF. RICHARD L. ANDERSON ENDOWED UNDERGRADUATE RESEARCH PRIZE AND DR. JAMES K. B 119,612 50 - 2,643 122,305 NORMA L. ANDERSON ENDOWED SCHOLARSHIP 52,680 28,000 - 1,078 81,758 GARY R. ANDERSON ENDOWED FUND FOR CHILD WELFARE LEADERSHIP 5,510 1,230 - 683 7,423 ANDERSON FAMILY ENDOWMENT FOR FORESTRY 54,283 - - - 54,283 THE ANDERSON-SCHWILLE ENDOWED FELLOWSHIP IN INTERNATIONAL EDUCATION 27,482 7,800 - 1,850 37,132 ANDREW UNDERGRADUATE FELLOWSHIP 81,434 - - 163 81,597 KRISTINE ANN SCHOLARSHIP 18,905 - - - 18,905 ANTHONY FAMILY SESQUICENTENNIAL ENDOWMENT 41,398 - - 508 41,906 THE JOSEPH AND MADELINE ANTHONY ENDOWED FUND IN ACCOUNTING AND INFORMATION SYSTE 23,551 2,000 - 191 25,742 JOHN AND SELMA APPEL MUSEUM ENDOWMENT 53,366 100 - - 53,466 ALBERT APPLEGATE SCHOLARSHIP 75,580 - - 386 75,966 APPLIED ENGINEERING SCIENCES DISCRETIONARY ENDOWMENT FUND 132,511 5,233 - 751 138,495 JOHN L. AREND EXCELLENCE IN GRADUATE STUDENT RESEARCH IN THE DEPARTMENT OF HORTIC 71,969 - - - 71,969 IRENE B. ARENS FACULTY FOLK ENDOWED SCHOLARSHIP 33,520 200 - - 33,720 AL ARENS TEACHING EXCELLENCE FUND 1,148,167 79,295 - 6,805 1,234,267 THE IRENE B. ARENS ENDOWMENT IN SUPPORT OF STUDENT ARTS IN THE MSU LIBRARIES 32,688 - - 484 33,172 ARIZONA BONANZA BELLE WIMPLE CALKINS ENDOWED MEMORIAL FUND 221,219 - - 9,857 231,076 JEFFREY EDWARD ARMBRECHT ENDOWED SCHOLARSHIP 30,508 50 - - 30,558 CARL AND ALLEAH ARMELING ENDOWED GRADUATE VOICE FELLOWSHIP 126,922 200 - - 127,122 STEWART G. ARMITAGE ENDOWED FUND IN THE DEPARTMENT OF FORESTRY 1,161,527 - - - 1,161,527 CAROLE S. ARMSTRONG ENDOWMENT 92,310 3,000 - 3,482 98,792 FRED ARNOLD PROFESSORSHIP IN WOOD PRODUCTS SALES, MARKETING AND MANUFACTURING E 1,257,590 - - - 1,257,590 Page 2 of 84 ENDOWMENT FUND MICHIGAN STATE UNIVERSITY YEAR ENDED JUNE 30, 2017 PRINCIPAL GAINS (LOSSES) PRINCIPAL BALANCE FROM SALES OF TRANSFERS BALANCE JULY 1, 2016 GIFTS INVESTMENTS IN (OUT) JUNE 30, 2017 EMMA JANE ARNOLD AND DIMITRIS GAVRILIS ENDOWMENT FOR THE MSU LIBRARIES 6,465 - - 295 6,760 ARNSON FAMILY - MUSKEGON AREA MICHIGAN STATE UNIVERSITY ALUMNI CLUB SCHOLARSHIP 107,133 850 - 475 108,458 JAY ARTIS ENDOWMENT FUND FOR GRADUATE STUDY IN SOCIOLOGY 59,833 - - 2,059 61,892 BRUCE AND SHARON ASHLEY ENDOWMENT FOR STUDENTS IN JAZZ STUDIES 30,000 - - - 30,000 ASIAN PACIFIC AMERICAN STUDENT LEADERSHIP ENDOWMENT FUND 26,591 500 - 525 27,616 ASIAN INDIAN ENDOWMENT FOR THE EDUCATION OF UNDERSERVED CHILDREN 105,471 750 - - 106,221 AT&T ENDOWED CHAIR IN TELECOMMUNICATION INFORMATION STUDIES AND MEDIA 1,500,200 - - - 1,500,200 AT&T ENDOWED FACULTY/STAFF AWARD IN INFORMATION TECHNOLOGY 36,327 - - - 36,327 AT&T ENDOWED LECTURESHIPS 63,381 - - - 63,381 ATHLETIC TRAINING EDUCATION ENDOWED FUND 153,619 3,614 - - 157,233 CHARLES K. ATKIN CONFERENCE ROOM 52,697 5,300 - 2,590 60,587 BARBARA A. ATKINSON, D.O. ENDOWED SCHOLARSHIP IN OSTEOPATHIC MEDICINE - 37,500 - - 37,500 BARBARA WAYCHUS ATKINSON SPARTAN SCHOLARSHIP CHALLENGE 105,511 - - - 105,511 MICHAEL L. ATKINSON SPARTAN SCHOLARSHIP CHALLENGE 106,635 - - - 106,635 BRUCE AND SUE AUGENSTEIN ADVERTISING SCHOLARSHIP 645 - - - 645 EDWARD A. AUGENSTEIN MEMORIAL SCHOLARSHIP 43,266 - - 355 43,621 RICHARD E. AUGENSTEIN PUBLIC RELATIONS SCHOLARSHIP 25,350 - - - 25,350 THE AUGIE FUND 46,612 1,050 - 295 47,957 DON AUSMAN ALTERNATIVE SPRING BREAK ENDOWMENT 30,607 3,868 - - 34,475 AUTISM INITIATIVES ENDOWMENT 31,253 100 - 1,470 32,823 AVERY, KIMES, AND STIER HISTORY ENDOWMENT FUND 46,783 - - - 46,783 GEORGE AND NANCY AXINN INTERNATIONAL SCHOLARSHIP FUND IN RESOURCE DEVELOPMENT 38,965 - - 196 39,161 MARIAN LEE AYLESWORTH AWARD IN THE COLLEGE OF ARTS AND LETTERS 42,284 750 - - 43,034 AZ SPARTANS ENDOWED SCHOLARSHIP FUND 110,734 8,100 - - 118,834 GERALD T. BABCOCK ENDOWED FUND IN CHEMISTRY 427,578 - - - 427,578 BABE'S FUND FOR CANINE RESEARCH 80,109 - - - 80,109 PETER J. AND FREDA M. BABICH FUND FOR FACULTY ENRICHMENT 51,478 - - - 51,478 ROBERT P. AND PHYLLIS BACH LANDSCAPE ARCHITECTURE ENRICHMENT FUND 31,931 - - - 31,931 DR. NORMAN F. AND MRS. JEAN B. BACH UNDERGRADUATE STUDENT SCHOLARSHIP IN CHEMISTRY 54,684 30 - - 54,714 CHARLES E. AND HARRIET L. BADER ENDOWED NURSING SCHOLARSHIP 5,975 1,000 - 296 7,271 BAILEY SCHOLARS GENERAL ENDOWMENT FUND 20,676 - - 2,007 22,683 DAVID T.
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