USD President's Report 1997

financia

•

1996-97

•

Lifetime Leadership Donors To lheUniv rsity of San Diego Gifte of $100,000 or More Frit•nd nr USO Fric•nd or SD \1r. 'lb11f'ic Ab.111 khaler Thomas C. Ar kt'rman Foundalion Jack L. Adams t Thr Esl.ilt' of' Ui rolyn Ann Ahlc•r. Tlw Ahmanson Fo1111dalion Linda and Frank Al<•s.~io AlliechSignal Int:. :vlr. Alf'1'l'<.l J. Anlonicd li TIH• Eslal.L•or llarry \lwoocl Jr. Bank or America BankA111erica Pounclatinn ~Ir. and Mrs. Vincent E. Benslead Mr. and Mrs. Alien J. Blackrnore The Bob Ba ker Family/Bob 13ak!:'r Fo11ndillion Mr. and Mrs. John D. Boyce Mr. il nd Mrs. C. Terry Brown \1rs. IIden A. 13111111 \Ir. and Mrs. Malin Burnham/ The Burnham Fo11ndation TIH' Eslaleof' Marlin and Florence Bursic·k 1-:dylh 1311sh Cliarilablr 1\usl l<'oundation . Int TII(•Qilil'ornia Wellness fo11ndalion \fr. and Mrs. Robl'rl T G:i mpion \.I rs. Mary B. ( [)('la f'ield) Cmt er t n irlhagt· foundalion AriPI 'v\i. C~lggeshalI 'l'rnst .. A. Kalhry11 S. and James W.t C.olachis/Colachis l•'amily Fo11ndalion/GJ Hcsorls n 11nnlllnity Defenders Int. \ 1 11·s. I il'il'n I(. C'.opi<'y/Janws S. C.opit'y l•b11 nda t.io11

Till' Eslaleof' Louise II. Mt:\all y Mr. I LD. Mc\ c-c Jr.

Mr. and Mrs. Daniel W. D._•rl••s The Eslaleof Kalhryn Dt.•smond Q1 rrie l:.slelle Doheny Fo11nclalion TheEslaleof' Alice V. J)onal1111• Mr. and \ilrs.t Jack Drown Her. Monsignor I. 13. Eagen ·50 t Mr. and Mrs. Hichard L. Erion

(i1111111l'lll'i11g· ,rilh li lt' l"isral \ t•,1r t•111k1l ,\11i:r. :1 I. Hl%. !ht • t·11irt'rsil~·orS.111 Dit•g11adoplt1l rt·1·!,1 i11 111·11· a1Ttllllll i11g sl,111danls. as mp1ired b~· IIH' Fi11a1wial ,\trtlll11 Ii 11g- Sia 11da rds Bmnl. TlitN.' Ill'\\" sla11danls rlia11gnl !ht·w,1~· wt• illTllll lil i"t1r il l Hi jll'l'Sl'III 0111' l"i11a11ria l i11rur111,1lin11. Tiu· i11f'11r111alio11 011 !his pagt n-l"lt•tls 1111·adoplit111111" !l1t'Sl' 11t•11·sla11danls. 0111· 111·11·slallllard mp1irl'S 11s lo n1:ord rn1!sla11di11g dt1111ir pk1lgt •s nl lht•i1· r,1ir 111c1 rkl'I pn'St'II I rn IIIt•. l'n·riu11sl~·-ronlrib11li1111 l'l'l"l'lllll' 1rns ll'tordt'fl 1riit'll A11nl lwr 111•11·sl,rndard rl'q 1in·s us lo n·porl inwsl1111•11lsa l liil'ir rair 111arkl'I ral11f'S. if' rmdil~- dt•lt'rlll i11abit•. l' n•riu11sl~·- g;1 i11sa11d kissPs 1rt •n• w•1H·rall~- n'l.·og-11im l 011l~- 1dw11 rmliml. \ ow. f'nir 111arkt•I ral11l' g;1 i11s ,111d lns.'il•s ,11'1' i11cl11clt1l i11 11d i11n•sl11H·11! i11ro1111•. ii ,ras rr·r1•irnl - 11t1! ,rht·11 iI was plt'flged.

Sl,il1·1lll'nl of' arlirilit·s Ii~· ro111hilll1l 111•! ,is.,t•I ra lt·gnrit•s ror !ht• risi·.il ~·1•a r p111li11g ,-\111;. :1 1.

Tlw l\'a tional C.ollrgial(• Athll'lit As.50C ialion \lal.ional Endownll'nl f'nr lht• ll111nanilics Hila and Josiah \ ccper Mrs. \less.:i Nol.thev t F'. W. Olin Foundalion Int:. Pacific Mul11nl Foundation Katherinl' M. and Ueorgt' '11 . Pard11· .Jr. Parker 1'011 nda I ion Mrs. Kennelh M. Pi JJl'I' Mr. and Mrs. Sol Price/ Prit:c Chari lit•s Mary Ellen (Gc)()(:il') Hmrdon ·70 Mr. G. Vinccnl llcmdu11 Jr. "70 Heligiousor IheSarn'fl Ilea rt Hesea rch CorporaIion HirersideC.ommunily Foundalion llon1a II C.a U10Iit Diocese or Sa n Diego Mr.t and Mrs.t Leo Hoon Col.t and .Mrs. lrring H. Salomon San Dit,'go County Bar Association San Diego Ga~&: Ele('lricCompa 11y Scail'c Famil y CharitableTn1sl. Mr. and Mrs. Wil liam H. "83 Scripps Mr. Marlin L. Shrehan t Dona Id and Da rll'neShi le~· Mr. and Mrs. Forres!. l\'., 'humway Mr. and Mrs. Janws E. Spain Jr. L. Bruce Stallard Fami ly Trusl Foundation or llw Sta IP Ba r of Cali fornia Mr.tand Mrs. i"rnnees L.Sll'i:JCr I lcrbcrl and BourkeThskl'r '11:k\:ornmun ica Iions &I 11ca lion Trust Michael T. "68 and G1roll' J. Tliorsncs Mr. and Mrs. Alber! E. Tn·plc Mr. and Mrs. George K. T<;;1koJ)l>1ilos/ Tsa ko1xH1ios lnreslmcnls [j DAuxi liar~· Ll.S. [)('pl. or Ed11ca lion Joa nneand !;>rank Warren/ Warn•n Famil\ l<'o11 nclaIion Del E. Webb Foundalion Wcing,1rl Fo1111di1lio11 KL. Wir

1997 (Unaudited) $!Vi.200JHll l 1.400.000 70!1.000

1996 $87. (j()(). ()(I() 2.:300.000 1.000.000 D.:lll0.1 ll 10 8.400.000 l8.fl00 .000 I .:'i00.000

Revenues, Gains and Other Support T1 1ilit1n a11d f't1 •s

Ft'Llt·ral grn 11!sa11d r111ill'ilrls O! ht'r grn nls a 1HI 1·1111 Il'ilds ()111!rib11liu11s l11wsl111l'll l inrt1111t·. 1wl Siilt•s iilld St•1·ri1·t·s ur illlXili,11·~·t•11!t-rprist•s ,\lhltfo·s. m·n•,1lit111 a11d 11!l11•r

l:5.ii00.000 10.400.000 10.800.000 Ulnil.llOII

Tl1l' Darid W. l•'rrrall Trnsl Marilyn and Kim Fll'lt hl'r Mr. Honald L. !<'owler / Mrna Dislribuling Co.. Int . Ms. E\'l'h1-~ 1 n 1;: Gordon t Mr. a11d Mrs. Chark's M. Gratl' falaleof Mary Gresko Mrs. Muril'lt Hahn and Mr. Phi lip Y.t llahn/ The Philip Y. Hahn 1"011ndalion Jean I lal1n Ilard y/The E.W. a11cl J.K llahn l<'ounda lion \1r.t and Mrs. C. Ray Harmon Mr. and Mrs. Brnte R. llar.a rcl Wil liam Handolph Hearst fo11ndation Arthur A. lll'rzog Farnily'l)·usl I lewlel.l-Packard C.o.. San Diego Dirision C.onrad N. II iILon F'ou 11dation ~1r. and Mrs.tT. Wi ll iam Hoehn Jr. llornPFed Bank Ms. Patricia M. 1 lowc Dr.a nd Mrs. Author E. lluglws Indcpende11 I C.ollegcs or SouIhcrn G:i Ii forn ia

$128,700,000

$153,900,000

Total Revenues, Gains and Other Support

Functional Expenses Ed1wali1111al a11d prngT,1 111 t'XIK'llSl'S ,\ 11:1: iIia r.r t•n It•rpriS1·t'Xrx•ml iI1m·s ~lilllilfrl'llll'lil illld gl'lll'l'il' ('Xl.ll'IISL'S

$7D.21lllJll ll l 17.600.000 21.f)00.000

:lm.400.000 17. :-mo.non 20.::300.000

$112,000,000

$118,700,000

Total Functional Expenses

Increase in Combined Net Assets L. 11 rt•slril'll'd 111•I as.<;r•ls

$10.400.000 G. 100.000 n.rnn.onn $35, 200,000

38.200.000 3.400.000 :3. 100.000

Th 11pora ril~· n•slril'lt\l 11!'111ss1•ls P1·r111am·11II~· n•slril'lcd nl'I as.<;r•ls

$16,700,000

Total Increase in Combined Net Assets

n •wn11(•s, u.1111-; ilPd 11lli1•r -.;11 1uw.J

Thc.Janws ln·ine l<'oundalion Mr. and Mrs. Howard J'. James The l•'lelcher .J ones Foundation Mr.t and Mrs. Art h ur 11. Kaplan W. M. Keck Foundation Kellogg Foundation Mr. and Mrs. 'lawriq \ . Khou ry Mr. Kt •nnclh 11. Ki 11srna n ·73 Mr.t and Mrs.t Churchill Knapp

J:l'.f, sales and services of auxi liary enterprises

18% management and general expenses

12'.f, investment income. net

4-4% educational programs

l

111'.t

fi2% tuition and fees

~Irs. Fioren7;J C~n1 rt righLLuccis Sid and Jenny Cra ig/TheSid and .J enny Craig Fou11clalion '1r.t and Mrs. Phil li p R. Crip~ nJr. Mr. and Mrs. Dona Id L. Da Icy Sr. D,111 Murph~· l·b1111datio11 l'mfl's.50r and Mrs. Kl·n11l'Ih C. Daris

1% athletic s . recreation and other

1% public service

I~>% auxiliary enterprise expenditures

Ir.tam! Mrs. II. Larr.r Magl'e Dt.111g and Betsy Mancheslcr Thr Eslalt>t>f'Zama W. Ma~·

l'.f,

I :..r,

l'.f,

federal grants and contracts

other grants and contracts

recreation

PAGE TWENTY-THREE

PAGE TWENTY-TWO