USD President's Report 2002

r

1

, 1 ·ations Leadersh 1ci I O erations Fin nci I O er tions Fin nci I O E ders i Donors Le dershi Dono s Leadershi Do Financial Operations Fine ,ors Leadership Donors

LEADERSHIP DONORS The President's Report lists the names ofdonors who made gifts ofmore than $1, 000 to the University ofSan Diego between July 1, 2001, andJune 30, 2002, and lifetime donors of $100,000 and above. Every effort has been made to present a correct listing ofdonors. If there is an error in the listing ofyour name or if you were a donor during this timeframe and are not listed, please accept our sincere apologies. Please call the Office of Development at (619) 260-4820 or send us the correct information in the enclosed envelope. LIFETIME LEADERSHIP GIVING PRESIDENTIAL HONORS lnnugu.rated nt the I998 Presidents Din11e1; Presidential Honors are awarded at the discretion ofthe president. Recipients nre recognizedfor their significant philan- thropic gifts and their long-term involve- mem with the university. DOUGLAS F. AND BETSY MANCHEST ER GEORGE M . AND KATHERINE* PARDEE J R. DONALD P. AND DARLENE M. SH I LEY JOANNE C. AND FRANK R. WARREN LEGACY GIFTS Legacy gifts make a continuing impact upon present andfim,re generations of students. Philanthropy at this level indicates n minimum Lifetime cumulative cash contribution of$I million or an irrevocable bequest at that level. FRIEND OF USO THE ESTATE OF CAROLYN ANN AHLERS ALLI EDSIGNAL, I NC. KATHRYN S. CoLAcH1s HELEN K. COPLEY ) AM ES S. COPLEY FOUNDATION J ENNY AND S1D C RA IG MRS. AGNES A. CRi l'PEN J R. PATRICIA AND BERT '61 DEGHERI CARRIE ESTELLE DOHENY FOUNDATION MsG1t I. BRENT EAGEN' FERN" AND RICHARD* ERION WALTER FITCH 111* HELEN K. COPLEY AGNES A. CRIPPEN PATRICIA AND BERT '61 DEGH ERI JOAN 8. Knoc

THE PHILIP Y. H AHN FOUNDATION J EAN H AHN H ARDY AND ERNEST W .* HAHN/THE E.W. AND J .E. HAHN FOUNDATION MR. AND MRS. JOHN I. HARDY I NDEPENDENT COLLEGES OF SOUTH ERN CALIFORNIA THE JAMES IRVINE FOUNDATION TH E FLETCH ER )ON ES FOUNDATION CYNTHLA KINSMAN KENNETH H. KINSMAN '73 '81 MARv" AND C H URCHILL KNAPP* KRESGE FOUNDATION JOAN B . KROC Ts1E ESTATE OF ZAMA W. MAY THE THERESA & EDWARD O'TooLE FOUNDATION f. W . OLIN FOUNDATION, INC. H ELEN PALMER KATHERINE* AND GEORGE M. PARDEE JR. HELEN AND SOL PRICE PRICE FAMILY CHARITABLE F UND ROMAN CATHOLIC D,ocEsE OF SAN DIEGOILAwRENCE PuRCELL RELIGIOUS OF THE SACRED H EART D ONALD P. AND D ARLENE M. SHILEY CAROLE J. AND MICHAEL T. '68 T H ORSNES MR. AND MRS. FRANK R . WARREN/WARREN FAMILY FOUNDATION WEINGART FOUNDATION B ETTY AND WALTER J. ZABLE HERITAGE GIFTS Honoring lifetime Cllmulative giving of$100,000 to$/ million. Gifts of$500,000 and Above THE SID AND ) ENNY CRAIG FOUNDATION PATRICIA M. AND DANIEL W. DERBES T HE E.W. AND J.E. H AHN FOUNDATION MRs. C. RAY H ARMON ARTHUR A. HERZOG FAMILY TRUST W. /vi. KECK FOUNDATION LA JO LLA BANK FAYE N. LEWIS L UCE FORWARD HAJvllLTON & SCRIPPS DOUGLAS F. MANCHESTER THE NATIONAL COLLEGIATE ATHLETIC ASSOCIATION SHARON McNEE AND H .D . M cNE.E JR. M,,GUERITE AND CHESTER c. • PAGNI ANNA AND LEo* RooN WALTER ROSENBERG* KATHY A. AND W ILLIAM H . '83 SCRIPPS SIGNAL VENTURES L. BRUCE STALLARD FAMILY TRUST LENORE* AND M. LARRY MAGEE* BETSY (CUNN INGHAM)'62 AND ) ACK L. ADAMS* THE A HMANSON FOUNDAT ION COLACHIS FAMILY FOUNDATION FAYE AN D W I LLIAM N. CORY

T ELECOMMUNICATIONS EDUCATION TRUST G RACE THACKERAY

Gifts of$250,000 to $499,999

2000-2001 Financial Operations Statement of activities by combined net asset categories for the fiscal year ending June 30, 2001.

2001-2002 Financial Operations Statement of activities by combined net asset categories for the fiscal year ending June 30, 2002 (unaudited).

THOMAS C. A CKERMAN FOUNDATION L I NDA L. AND FRANK 0 . ALESSIO

SHERRILL AN D Bos BAKER Bos BAKER FouNDATION BANK OF AMERICA G. L EG LER BENBOUGH*

Revenues, Gains and Other Support Tuition and fees Federal grants and contracts Contributions

Revenues, Gains and Other Support Tuition and fees Federal grants and contracts Contributions Investment income, net

T H E LEGLER BENBOUGH FOUNDATION CHARLENE A . AND C. TERRY BROWN SANDRA A. BRUE THE ESTATE OF MARTIN & FLORENCE BuRSIEK THE CALIFORNIA WELLNESS FOUNDATION CARTHAGE FOUNDATION CARTHY FOUNDATION C HRISTIE K. (R oss) '64 AND JAN L. '61 CHAPMAN CocA-CoLA ENTERPRISES ARIEL W. COGGESHALL TRUST "A " INGER AND PROFESSOR KENNETH DAVIS CATH ERI NE F. DICEY CAROL AND MARTIN C. DICKINSON DONALD C. AND E LIZABETH M. D ICKINSON FOUNDATION ELIZABETH (THARP) '79 AND MARY ANN AND B RUCE R .* HAZARD CONRAD N . HILTON FOUNDATION ROBERT AND KAREN H OEHN CAROLINA V IVANCO AN D T. WILLIAM* HOEHN J R. H OMEFED BANK PATRICIA M . H OWE R OSE M. AND ARTHUR H .* KA PLAN KELLOGG FOUNDATION RONALD N. MANNIX D,t PHILIP G. M ENNA NATIONAL ENDOWMENT FOR TH E H UMANITIES SAN DI EGO GAS & ELECTRI C COMPANY SCAIFE FAMILY CHARITABLE TRUST T H E D ,w10 H. SHAFFER FAMILY M,,RTIN L. SHEEHAN" PAMELA (MOORE) '67 SNYDER MARJLYN SPAIN AND JAMES E. SPAIN JR. FRANCES L. AND CLARENCE t.• STEBER DROSOULA AND GEORGE K. TsAKOPOULos USO AUXILIARY E.L. W IEGAND FOUNDATION RosEMARY. AND DoNALD o.· w , LsoN Gifts of$100,000 to $249,999 M ICHAEL D. DINGMAN R oN L. Fow1.rn/MEsA O1STRIBUTING Co., I NC. PEGGY AND CHARLES M. GRACE

$152,000,000 9,700,000 10,000,000 (8,200,000)

$139,600,000 5,100,000 10,000,000 (8 ,500,000)

22

23

Investment losses, net Sales and services of auxiliary enterprises Athletics, recreation and other

Sales and services of auxiliary enterprises Athletics, recreation and other

26,300,000 2,000,000

27,700,000 2,200,000

Total Revenues, Gains and Other Support

Total Revenues, Gains and Other Support

$174,500,000

$193,400,000

Functional Expenses Educational and program expenses Auxiliary enterprise expenditures Management and general expenses

Functional Expenses Educational and program expenses Auxiliary enterprise expenditures Management and ge neral expenses

$11 6,000,000 23,200,000 30,700,000 $169,900,000

$135,700,000 26,900,000 32,200,000 $194,800,000

Total Functional Expenses

Total Functional Expenses

Increase (Decrease) in Combined Net Assets Unrestricted net assets

Increase (Decrease) in Combined Net Assets Unrestricted net assets

$33,000,000 (30,300,000) 1,900,000

$17,200,000 (19,500,000) 900,000

Temporarily restricted net assets Permanently restricted net assets

Temporarily restricted net assets Permanently restricted net assets Total Increase in Combined Net Assets

Total Increase in Combined Net Assets

$4,600,000

$(1 ,400,000)

2001-2002 Revenues, Gains and Other Support*

2000-2001 Revenues, Gains and Other Support

Athletics, Rccrearion ana Other I% 15% Sales and Services of Auxiliary Enrerpriscs --==-:--~ Contributions 6% Granrs and Conrracc=-s ~--.....,_'¾..,o__ ,..1 _____

Athletics Recrcacion and Other I% Sala and Services of Auxiliary Enterprises Conm6uuons Gran and Contracts * Ma1·ket fluctuation caused net investment losses to equal (4%) ofTotal Revenues, Gains and Other Support.

C

i'·

F RIEND OF USO T ouF1c AnouKHATER

.,

Mu1uEL H AHN* PHILIP Y. H AHN

·- Dect'med