Challenge Fund Summary of Funds and Scope

8/9/2019 Challenge Fund Summary of Funds and Scope

1/65

Bismarck State College

Total Project

Amount

Private

Donation State Request Approval Date

Memo Sent to

SBHE

Distribution

Notes/Schedule

Research

Scholarships


Foundation Endowment andCurrent Support for

Scholarships and Program

Support $2,750,625

Alec Anagnost Memorial

Scholarships $ 60,000.00 40,000.00$ 20,000.00$ 8/20/2014 9/18/2014

Frank and Joanne Bavendick

Scholarship Fund $ 37,500.00 25,000.00$ 12,500.00$ 8/20/2014 9/18/2014

Ronald Becker Memorial

Scholarships $ 30,000.00 20,000.00$ 10,000.00$ 8/20/2014 9/18/2014Paul and Judy Bodmer

English Scholarships $ 30,000.00 20,000.00$ 10,000.00$ 8/20/2014 9/18/2014

Marvin and Lois Erdmann

Scholarships $ 51,433.50 34,289.00$ 17,144.50$ 8/20/2014 9/18/2014

Dr. Beulah M. Hedahl

Memorial Scholarship Fund $ 45,000.00 30,000.00$ 15,000.00$ 8/20/2014 9/18/2014

Dr. Kermit Lidstrom


LaRoy and Ella Nayes

Scholarships $ 45,112.50 30,075.00$ 15,037.50$ 8/20/2014 9/18/2014

Doris Orr Memorial


Academic Achievement and

Academic Excellence

Scholarships $ 220,500.00 147,000.00$ 73,500.00$ 8/20/2014 9/18/2014

Robert and Lillian Ward



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Myron and Marjory Atkinson


Daryk Brown Memorial


Patrick and Mary DirkScholarship Fund $ 120,000.00 80,000.00$ 40,000.00$ 10/8/2014 10/10/2014$60,000 Pledge,$20,000 cash.

Chuck and Carol Iten


$12,000 Pledge,

$27,000 cash.

Ed Kringstad Memorial


$5,000 Pledge,

$18,870 cash.

Ken LaMont Memorial


Leonard and Doris Larshus

Memorial Scholarship Fund $ 37,500.00 25,000.00$ 12,500.00$ 10/8/2014 10/10/2014

Betty Sakariassen Memorial


$15,000 Pledge,

$10,000 cash.

Jason and Dr. Nigeria Stahl


Adrian and Ardeth Taylor


$15,000 Pledge,

$3,000 cash.

BSC Family Scholarships Fund $ 245,335.62 163,557.08$ 81,778.54$ 11/17/2014 11/19/2014

$156,336.48 Pledge,

$7,220.60 cash.

Boekes Family Scholarship

Fund $ 30,000.00 20,000.00$ 10,000.00$ 11/17/2014 11/19/2014 Pledge

Sarah Ann Haugen Memorial

Scholarship Fund $ 31,812.55 21,208.37$ 10,604.18$ 11/17/2014 11/19/2014 Cash

Harley and Margaret

Swenson Scholarship Fund $ 60,000.00 40,000.00$ 20,000.00$ 11/17/2014 11/19/2014

$34,552.28 Pledge,

$5,447.72 cash.


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Doris and Vern Hansen

Memorial Scholarship Fund $ 30,000.00 20,000.00$ 10,000.00$ 11/17/2014 11/19/2014 Pledge

Anonymous Scholarship Fund $ 954,720.00 636,480.00$ 318,240.00$ 12/17/2014 12/22/2014 Pledge

BSC Family Scholarship Fund $ 5,760.00 3,840.00$ 1,920.00$ 12/17/2014 12/22/2014 Pledge

BSC Foundation Scholarships

Fund $ 30,000.00 20,000.00$ 10,000.00$ 12/17/2014 12/22/2014 Cash

Mike and Peggy Bullinger


Brett Dvirnak Memorial


Dean Gunsch Memorial


Steven Harris MemorialScholarship Fund $ 7,500.00 5,000.00$ 2,500.00$ 12/17/2014 12/22/2014 Cash

Niles and Ginger Hushka


Mary Morris Laschkewitsch

Memorial Scholarship Fund $ 45,000.00 30,000.00$ 15,000.00$ 12/17/2014 12/22/2014 Pledge

Thomas Marple and Michele

Doyle Scholarship Fund $ 7,586.39 5,057.59$ 2,528.80$ 12/17/2014 12/22/2014 Cash

Tom and Mary Probst


Donald Russell Memorial


Bob Stenehjem Memorial


Jane Gray Stewart Memorial

Scholarships Fund $ 15,000.00 10,000.00$ 5,000.00$ 12/17/2014 12/22/2014 Cash


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Paul Swenson Scholarship

Fund $ 12,750.00 8,500.00$ 4,250.00$ 12/17/2014 12/22/2014

$3,500 Pledge,

$5,000 cash.

Technology

Endowed Chair(s)

Educational Infrastructure


Communications and

Creative Arts Center $ 13,300,000.00 166,250.00$ 83,125.00$ 7/14/2014 8/6/2014

Otto Bremer

Foundation cash

donation

Total $ 18,802,680.06 2,000,953.04$ 1,000,476.52$

Amount Remaining (476.52)$

Research

Scholarships

Endowed Scholarships 394,572.30$ 263,048.20$ 131,524.10$ 1/5/2015

$120,760 Pledge,

$142,288.20 cash

Technology

Endowed Chair(s)


Total $ 394,572.30 263,048.20$ 131,524.10$

Research

Scholarships


Foundation Endowment

Scholarships $ 1,833,750.00 1,833,750.00$ 916,875.00$ 5/9/2014

Competitive Funding Round

Scope Approval


5/65


Foundations Endowment and

Current Support for

Scholarships and Program

Support $ 2,750,625.00 1,833,750.00$ 916,875.00$ 8/26/2014

Technology

Endowed Chair(s)



Theatre Arts Project $ 6,000,000.00 5,000,000.00$ 1,000,000.00$ 3/5/2014


Communications and

Creative Arts Center

Construction $ 13,300,000.00 166,250.00$ 83,125.00$ 5/9/2014

Total $ 23,884,375.00 2,916,875.00$


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Dakota College-Bottineau

Total Project

Amount

Private

Donation State Request

Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Distribution

Notes/Schedule

Research

Technology

Endowed Chair(s)


Scholarships

Endowed Scholarship

Program 600,000.00$

113,835.00$ 56,917.50$ 10/8/2014 10/10/2014

20,250.00$ 10,125.00$ 12/17/2014 12/22/2014 Cash

3,945.00$ 1,972.50$ 1/5/2015 Cash

Berge Scholarhsip Fund 810,000.00$ 540,000.00$ 270,000.00$ 11/17/2014 11/19/2014

$250,000 Pledge,

$290,000 cash.

Foundation CampaignScholarship Fund 75,000.00$ 50,000.00$ 25,000.00$ 12/17/2014 12/22/2014 Pledge.

Total $ 1,485,000.00 728,030.00$ 364,015.00$

Amount Remaining 635,985.00 $

Research

Scholarships

Endowed Scholarship

Program $ 600,000.00 400,000.00$ 200,000.00$ 3/5/2014

Technology

Endowed Chair(s)


Total $ 600,000.00 200,000.00$

Scope Approval


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Dickinson State University

Total Project

Amount

Private


Approval

Date

Memo Sent to

SBHE

Receiving

Entity Distribution Notes/Schedule

Research

Scholarships

Mike Parke Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 10/8/2014 10/10/2014

Equal payments over the

next 4 years. First payment

received on 8/12/2014.

Sandi Frenzel Scholarship 86,100.00$ 57,400.00$ 28,700.00$ 10/8/2014 10/10/2014

ND Pharmacy/Treitline

Family Scholarship 75,000.00$ 50,000.00$ 25,000.00$ 10/8/2014 10/10/2014

Equal payments over the

next five years. First

payment to be received prior

to 12/31/2014.

The Rose Enschenko andFamily Scholarship Fund 45,000.00$ 30,000.00$ 15,000.00$ 10/8/2014 10/10/2014

One payment to be receivedprior to 12/31/2014.

Engel - Kesting

Endowment Scholarship 67,500.00$ 45,000.00$ 22,500.00$ 10/8/2014 10/10/2014

Joe and Carlene

Rothschiller Scholarship

Fund 75,000.00$ 50,000.00$ 25,000.00$ 10/8/2014 10/10/2014

The Rase Family

Scholarship Fund 84,093.00$ 56,062.00$ 28,031.00$ 10/8/2014 10/10/2014

Steve Purdue Family

Endowment 37,500.00$ 25,000.00$ 12,500.00$ 10/8/2014 10/10/2014

Equal payments of $5,000

over the next four years.

First payment was received

on 12/31/2013.

Irving S. Raab Agriculture

Scholarships 1,125,000.00$ 750,000.00$ 375,000.00$ 12/17/2014

Charles E. and Neysa

Morrison Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 12/17/2014


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Fisher Industries

Scholarship 75,000.00$ 50,000.00$ 25,000.00$ 12/17/2014

Darwin and Harriet

Whelan Endowment

Scholarship 90,000.00$ 60,000.00$ 30,000.00$ 12/17/2014

Lucille Law Nursing

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 12/17/2014

E.D. and Bessie Culver

Scholarship 79,633.13$ 53,088.75$ 26,544.38$ 12/17/2014

Lowman and Bang

Endowed Chair for

Theodore Roosevelt

Studies Dickinson State

University 37,500.00$ 25,000.00$ 12,500.00$ 12/17/2014

Agnes Kukla Burian

Memorial Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2014

$15,000 Pledged, $10,000

cash.Steve Burian Memorial

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015

$15,000 Pledged, $10,000

cash.

Edward H. and Rosie

Schwartz Endowed

Scholarship 112,500.00$ 75,000.00$ 37,500.00$ 1/5/2015

$20,000 Pledged, $55,000

cash.

Hazel and Kelly Jorgenson

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015 Cash.

John and Alice Travers TR

Endowed Scholarship 123,959.75$ 82,639.83$ 41,319.92$ 1/5/2015 Cash.

Douglas J. Jaeger

Memorial Basketball

Scholarship 71,856.00$ 47,904.00$ 23,952.00$ 1/5/2015 Cash.

Celebrate the Arts

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015

$12,500 Pledged, $12,500

cash.

Engel - Kesting

Endowment Scholarship 90,000.00$ 60,000.00$ 30,000.00$ 1/5/2015 Cash.


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Arlan Hofland Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015 Pledge.

James Stanton Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015

$20,000 Pledged, $5,000

cash.

Teach Well-Educational

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015 Pledge.

Dan and Carla Porter 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015 Cash.

Janae's Way at DSU 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015 Pledge.

Rick Enderud Rodeo

Scholarship 48,000.00$ 32,000.00$ 16,000.00$ 1/5/2015

$20,000 Pledged, $12,000

cash.

Winn Construction

Endowment Scholarship 75,000.00$ 50,000.00$ 25,000.00$ 1/5/2015

$25,000 Pledged, $25,000

cash.

Technology

Endowed Chair(s)


Total 2,848,641.88$ 1,899,094.58$ 949,547.30$


Research

Scholarships

The Centennial

Endowment Campaign 2,250,000.00$ 1,500,000.00$ 750,000.00$ 7/14/2014

Technology

Lowman & Bang Endowed

Chair for Theodore

Roosevelt Studies $ 750,000.00 500,000.00$ 250,000.00$ 7/14/2014

Endowed Chair(s)

Scope Approval


10/65


Total $ 3,000,000.00 1,000,000.00$


11/65

Lake Region State College

Total Project

Amount

Private


Approval

Date

Memo Sent to

SBHE

Receiving

Entity

Distribution

Notes/Schedule

Research

Technology

Education Infrastructure: Upwards with

Technology for Health $ 375,000.00 $ 250,000.00 $ 125,000.00 1/14/2014 1/15/2014 Foundation

LRSC Auditorium/Lecture Bowl

Technology $ 42,075.00 $ 28,050.00 $ 14,025.00 1/5/2015

$26,000 Pledge,

$2,050 cash

Endowed Chair(s)


LRSC Programs $ 76,778.84 $ 51,185.89 $ 25,592.95 5/9/2014 5/19/2014

Office of the

President

Technical Center Campaign $ 198,456.90 $ 132,304.60 $ 66,152.30 8/20/2014 9/18/2014

Budget section

approval not

needed.Technical Center Campaign $ 62,370.00 $ 41,580.00 $ 20,790.00 10/8/2014 10/10/2014

Technical Center Campaign $ 266,449.92 $ 177,633.28 $ 88,816.64 12/17/2014 12/22/2014

$33,500 Pledge,

$144,133.28 cash.

Private Funding to Support LRSC

Programs $ 54,505.50 $ 36,337.00 $ 18,168.50 12/17/2014 12/22/2014

$10,000 Pledge,

$26,337 cash.

Technical Center Campaign $ 203,599.50 $ 135,733.00 $ 67,866.50 1/5/2015 $135,733 Pledge

Scholarships

Endowments for Scholarships andProgram Support $ 408,450.00 $ 272,300.00 $ 1 36,150.00 1/14/2014 1/15/2014 Foundation

$65,000 pledgedover 3 years

Endowments for Scholarships and

Program Support $37,500 $ 25,000.00 $12,500 5/9/2014 5/19/2014 Foundation cash donation

Endowments for Scholarship Support $ 110,445.00 $ 73,630.00 $ 36,815.00 8/20/2014 9/18/2014

Endowments for Scholarship and Program

Support $ 80,475.00 $ 53,650.00 $ 26,825.00 10/8/2014 10/10/2014

$36,000 Pledge,

$17,650 cash.


Support $ 178,293.75 $ 118,862.50 $ 59,431.25 12/17/2014 12/22/2014

$42,500 Pledge,

$76,362.50 cash.


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Support $ 912,422.85 $ 608,281.90 $ 304,140.95 1/5/2015

$476,420 Pledge,

$131,861.90 cash

Total $ 3,006,822.26 $ 2,004,548.17 $ 1,002,274.09

Amount Remaining $ (2,274.09)


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Mayville State University

Total Project

Amount

Private


Approval

Date

Memo Sent to

SBHE

Receiving

Entity

Distribution

Notes/Schedule

Scholarships

125th Anniversary

Foundation for Educational

Excellence Campaign 1,333,333.00$

$33,364.00 $16,682.00 12/12/2013 12/27/2013 Foundation $33,364 cash received

$232,652.00 $116,326.00 7/14/2014 8/6/2014

$145,578.12 $72,789.06 12/17/2014 12/22/2014 Cash

$169,787.84 $84,893.92 1/5/2015

$54,594 Pledged,

$115,193 cash

125th Anniversary Annual

Academic Scholarship

Campaign $133,500.00

$55,285.00 $27,642.50 12/12/2013 1/15/2013Office of thePresident $55,285 Cash

$133,500.00 $13,465.00 5/15/2014 5/22/2014 Foundation

$72,680.00 $36,340.00 7/14/2014 8/6/2014 $72,680 Cash

$156,784.67 $78,392.33 12/17/2014 12/22/2017 Cash

$67,503.06 $33,751.53 1/5/2015 Cash

Research

Technology

Endowed Chair(s)


Rural Nursing Excellence

Online RN to BSN Program $166,500.00

$333,000.00 $13,746.00 5/15/2014 5/22/2014

Office of the

President

$17,734.00 $8,867.00 1/5/2015

$8,000 Pledged, $9,734

cash


14/65

Larson Leadership Program $80,000.00 $77,000.00 $38,500.00 10/8/2014 10/10/2014

$40,000 was received in

Dec. 2013 and a pledge

of $37,000 will be paid

on 12/15/2014 if

Challenge Grant scope

approval is given for the

program.

RN to BSN Online Degree

Program $333,000.00

Once grant request is

approved, Larson

Foundaiton will disburse

$100,000 per year for

three years beginning

with 12/15/2014.$300,000.00 $150,000.00 10/8/2014 10/10/2014

Total 2,046,333.00$

Amount Remaining 1,794,868.69$ 691,395.34$

308,604.66$

Research

Scholarships

125th Anniversary

Foundation for Educational

Excellence Campaign

Annual Scholarships 1,333,333$ 666,666.00$ 8/5/2013

Technology

Endowed Chair(s)


Nursing Program Start Up

Scope Approval


15/65

Larson Leadership Program $ 80,000.00 8/5/2013

80,000.00$ 40,000.00$ 10/8/2014

Total $ 80,000.00

1,413,333.00$ 706,666.00$


16/65

Minot State University

Total Project

Amount

Private


Memo Sent

to SBHE

Distribution

Notes/Schedule

Research

Entrepreneurial and Technology

Opportunities in Western ND $750,000.00 $500,000.00 $250,000.00 12/12/2013 12/27/2013

Energy Economics & Finance Program $37,500.00 $25,000.00 $12,500.00 7/14/2014 8/6/2014

Roger Looyenga Leadership College of

Business Endowment Fund $405,000.00 $270,000.00 $135,000.00 7/14/2014 8/6/2014

Endowed Chair(s)

Janis A. Dislevy Endowed Chair $ 191,830.05 $ 127,886.70 $ 63,943.35 3/5/2014 3/13/2014

Scholarships

Loretta F. Holub Scholarship $ 457,500.00 $ 305,000.00 $ 152,500.00 3/5/2014 3/13/2014

Backes Family Scholarship Endowment $ 37,500.00 $ 25,000.00 $ 12,500.00 3/5/2014 3/13/2014

David and Dolly Gowan Scholarship

Endowment $ 37,500.00 $ 25,000.00 $ 12,500.00 3/5/2014 3/13/2014

McNally Family Scholarship Endowment $ 37,500.00 $ 25,000.00 $ 12,500.00 3/5/2014 3/13/2014

Joan Mattson Scholarship Endowment in

Memory of Kevin Mattson $ 112,500.00 $ 75,000.00 $ 37,500.00 3/5/2014 3/13/2014

Emma L. Misner Nursing Scholarship

Endowment $37,500 $ 25,000.00 $ 12,500.00 3/5/2014 3/13/2014

Robert and Ilze Sando Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 3/5/2014 3/13/2014

Gordon R. Olson Applied Math Scholarship

Endowment $ 37,500.00 $ 25,000.00 $ 12,500.00 3/5/2014 3/13/2014Sandra (Koolmo) Dilland Scholarship

Endowment $ 38,116.34 $ 25,410.89 $ 12,705.45 3/5/2014 3/13/2014

Huldah Winsted Geology and Geography

Scholarship Endowment $ 45,145.87 $ 30,097.25 $ 15,048.62 3/5/2014 3/13/2014

Jeanne M. Sandberg Music Endowment $ 37,500.00 $ 25,000.00 $ 12,500.00 7/14/2014 8/6/2014


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Integrity Viking Funds Business Scholarship

Endowment/Integrity Vikings Funds

Computer Science Scholarship Endowment $ 84,000.00 $ 56,000.00 $ 28,000.00 7/14/2014 8/6/2014

ND Texas Hold’em Poker Championship

Endowment in memory of Curtis Langford $ 112,500.00 $ 75,000.00 $ 37,500.00 7/14/2014 8/16/2014

Grace Fisher Nursing Scholarship

Endowment $ 60,000.00 $ 40,000.00 $ 20,000.00 7/14/2014 8/16/2014

Nell E. Boozenny Sander Scholarship

Endowment $ 58,500.00 $ 39,000.00 $ 19,500.00 7/14/2014 8/16/2014

Technology

Huldah Winsted Geology and Geography

Library Development Fund $ 45,145.87 $ 30,097.25 $ 15,048.62 3/5/2014 3/13/2014

NDCPD Teleconference Suites $ 150,000.00 $ 100,000.00 $ 50,000.00 3/5/2014 3/13/2014

Sertoma Club of Minot ScholarshipEndowment/Voice Lab Equipment $ 150,000.00 $ 100,000.00 $ 50,000.00 7/14/2014 8/6/2014


Total $ 2,997,738.13 1,998,492.09$ $999,246.04

Amount Remaining 753.96$

ResearchScholarships

Minot State University Alumni Scholarship

Endowment $ 105,000.00 70,000.00$ 35,000.00$ 1/5/2015 Pledge

Tom and Mary Probst Scholarship

Endowment $ 150,000.00 100,000.00$ 50,000.00$ 1/5/2015 Pledge

Emma L. Misner Nursing Scholarship

Endowment $ 37,500.00 25,000.00$ 12,500.00$ 1/5/2015 Cash

E. James McIntyre Scholarship Endowment $ 82,500.00 55,000.00$ 27,500.00$ 1/5/2015

$32,500 Pledge,

$22,500 cash



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Anonymous Scholarship Endowment $ 90,000.00 60,000.00$ 30,000.00$ 1/5/2015

$50,000 Pledge,

$10,000 cash

Cole Altringer Scholarship Endowment $ 45,000.00 30,000.00$ 15,000.00$ 1/5/2015

$20,000 Pledge,

$10,000 cash

Minot Symphony Association Scholarship

Endowment/Minot State University Summer

Theatre Scholarship Endowment $ 68,458.38 45,638.92$ 22,819.46$ 1/5/2015 Cash

Jim and Karen Jensen Nursing Scholarhsip

Endowment Fund $ 37,500.00 25,000.00$ 12,500.00$ 1/5/2015 Cash

Bert Leidholt Athletic Scholarship

Endowment $ 75,000.00 50,000.00$ 25,000.00$ 1/5/2015

$35,000 Pledge,

$12,500 cash.

Don and Joyce Anderson Scholarship

Endowment Fund $ 37,500.00 25,000.00$ 12,500.00$ 1/5/2015

$15,000 Pledge,

$10,000 cash

Douglas J. Jaeger Memorial Basketball

Scholarship Endowment $ 71,880.21 47,920.20$ 23,960.01$ 1/5/2015 CashThe Mary Lou Soukup Excellence in Music

Education Scholarhsip in Honor of Marion

and Louis F. Wieman Scholarhsip

Endowment $ 180,000.00 120,000.00$ 60,000.00$ 1/5/2015

$100,000 Pledge,

$20,000 cash

John and Leslie Coughlin Scholarship

Endowment $ 45,000.00 30,000.00$ 15,000.00$ 1/5/2015 Cash

William N. "Skip" Shirley Memorial Nursing

Scholarship Endowment $ 37,500.00 25,000.00$ 12,500.00$ 1/5/2015

$20,000 Pledge, $5,000

cash

Technology

Endowed Chair(s)Educational Infrastructure

The Northwest Center for the Arts $ 867,190.26 578,126.84$ 155,330.13$ 1/5/2015 Cash

Total $ 1,930,029 1,286,685.96$ 509,609.60$

Research

Scope Approval


19/65

Scholarships

Technology

Endowed Chair(s)


Total $ - -$


20/65

North Dakota State College of Science Total Project Amount

Private


Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Research

Technology

RDO Equipment Company Endowment 450,000.00$ 300,000.00$ 150,000.00$ 1/14/2014 1/15/2014 Foundation

NDSCS Partnership Program Fund 127,500.00$ 85,000.00$ 42,500.00$ 11/17/2014 11/19/2014

NDSCS Allied Dental Equipment Program

Fund 99,000.00$ 66,000.00$ 33,000.00$ 11/17/2014 11/19/2014

Endowed Chair(s)

NDSCS Leadership Program 191,566.92$ 127,711.28$ 63,855.64$ 5/9/2014 5/19/2014 Foundation

Arthur & Grace Link Professional

Development Endowment 45,000.00$ 30,000.00$ 15,000.00$ 5/9/2014 5/19/2014 Foundation

John & Marcia Richman Faculty/Staff

professional Development Endowment 37,000.00$ 25,000.00$ $ 12,500 5/9/2014 5/19/2014 Foundation

Construction and Design Technology

Endowed Program Fund 82,500.00$ 55,000.00$ $27,500 11/17/2014 11/19/2014



21/65

Skills Development Project 198,750.00$ 132,500.00$ 66,250.00$ 10/8/2014 10/10/2014

NDSCS Leadership Program 67,538.94$ 45,025.96$ 22,512.98$ 10/8/2014 10/10/2014

Coteau Properties Endowment Fund 37,500.00$ 25,000.00$ 12,500.00$ 10/8/2014 10/10/2014

CASE/IH Program Fund 61,645.50$ 41,097.00$ 20,548.50$ 11/17/2014 11/19/2014

Scholarships

Precision Machine of Dickinson Endowment

Scholarship Agreement 60,000.00$ 40,000.00$ 20,000.00$ 5/9/2014 5/19/2014 Foundation

Gette Family Scholarship Endowment 37,500.00$ 25,000.00$ 12,500.00$ 5/9/2014 5/19/2014 Foundation

Louise Mannock Miller EndowmentScholarship 37,500.00$ 25,000.00$ 12,500.00$ 5/9/2014 5/19/2014 Foundation

Werre Brothers Endowed Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 5/9/2014 5/19/2014 Foundation

Construction & Design Technology Program

Endowed Fund 37,500.00$ 25,000.00$ 12,500.00$ 6/16/2014 6/23/2014 Foundation

C&S Farms Chris & Suzanne Johnson

Agriculture Endowment 37,500.00$ 25,000.00$ 12,500.00$ 6/16/2014 6/23/2014 Foundation


22/65

LL(Swede) & Ione Johnson Endowment

Scholarship 37,500.00$ 25,000.00$ 12,500.00$ 6/16/2014 6/23/2014 Foundation

Louise Mannock Miller Endowment

Scholarship 62,500.00$ 41,666.67$ 20,833.33$ 10/8/2014 10/10/2014

North Dakota Automobile and Implement

Dealer's Scholarship and Training Fund 796,500.00$ 531,000.00$ 265,500.00$ 11/17/2014 11/19/2014Butler Machinery/Caterpillar Scholarship

and Training Fund 375,000.00$ 250,000.00$ 125,000.00$ 11/17/2014 11/19/2014

Gary Reubish Endowed Memorial

Scholarship 45,000.00$ 30,000.00$ 15,000.00$ 11/17/2014 11/19/2014

Electrical Technology Scholarship and

Trainging Fund 37,500.00$ 25,000.00$ 12,500.00$ 11/17/2014 11/19/2014

Total 2,999,501.36$ 2,000,000.91$ 1,000,000.45$

Amount Remaining (0.45)$

Research

Scholarships

Aldevron Scholarship and Training Funds 187,500.00$ 125,000.00$ 62,500.00$ 1/5/2015

Halvor and Orma Nesheim Scholarship Fund 51,000.00$ 34,000.00$ 17,000.00$ 1/5/2015

Technology

Endowed Chair(s)


CASE/IH Program Fund 54,755.64$ 36,053.76$ 18,251.88$ 1/5/2015

Komatsu Diesel Program 37,500.00$ 25,000.00$ 12,500.00$ 1/5/2015

Total $ 330,755.64 220,053.76$ 110,251.88$



23/65

Research

Scholarships

North Dakota Automobile and Implement

Dealer's Scholarships and Training Fund $ 796,500.00 531,000.00$ 265,000.00$ 10/8/2014

Butler Machinary/Caterpillar Scholarship

and Training Fund $ 375,000.00 250,000.00$ 125,000.00$ 10/8/2014

Electrical Technology Targeted Marketing

Scholarship Initiative $ 37,500.00 25,000.00$ 12,500.00$ 10/8/2014

Technology

NDSCS Partnership Program Fund $ 37,500.00 25,000.00$ 12,500.00$ 10/8/2014

Endowed Chair(s)


Diesel Program Specialized EquipmentPurchase $ 360,000.00 240,000.00$ 120,000.00$ 8/5/2013

Departmental Endowments for Specialized

Industry Training Needs $ 450,000.00 300,000.00$ 150,000.00$ 8/5/2013

Donor Leadership Endowment Fund $ 1,500,000.00 1,000,000.00$ 500,000.00$ 12/12/2013

Departmental Endowment for the John

Deere and Diesel Program $ 750,000.00 500,000.00$ 250,000.00$ 12/12/2013

Smart (Intelligent) Building Instructional

Laboratory $ 180,000.00 120,000.00$ 60,000.00$ 12/12/2013

Skills Development Project $ 266,250.00 177,500.00$ 88,750.00$ 6/16/2014

Allied Dental Equipment Program Fund $ 99,000.00 66,000.00$ 33,000.00$ 10/8/2014

Case/IH Program Fund $ 84,011.10 56,007.40$ 28,003.70$ 10/8/2014

Precision Machine Program Fund $ 37,500.00 25,000.00$ 12,500.00$ 10/8/2014

Total $ 4,973,261.10 1,657,253.70$

Scope Approval


24/65

Distribution

Notes/Schedule

$120,000 Pledged,

$180,000 Cash

$80,000 Pledge, $5,000

cash.

Cash

$107,711.28 Cash,

$20,000 pledged. Not

funding a chair, funding

student leadership

activities.

$20,000 pledged,

$10,000 cash. Not

funding chair, funding

faculty and staff

development activities.

$20,000 pledged, $5,000

Cash amount. Not an

endowed chair, funds forstaff professional

development

$40,000 Pledge, $15,000

cash.


25/65

Agreement letter

attached - remaining

$65,000 to be paid by

Otto Bremer Foundation -

May-June 2015

timeframe.

Attached documentation

shows the charitable gift

value of two charitable

gift annuities that will be

used for the basis of the

value of the end of life

donations expected.

$15,000 Pledge, $10,000

cash.

Cash

Scholarship for western

ND students. Cash

donation.

$5000 pledge, $20,000

Cash.

Cash donation

$15,000 Pledge, $10,000

Cash

$20,000 Pledge, $5,000

Cash

$15,000 Pledge, $10,000

cash.


26/65

$15,000 Pledge, $10,000

Cash.

$35,000 Pledge,

$6,666.67 cash.

$375,000 Pledge,

$156,000 cash.$150,000 Pledge,

$100,000 cash.

Pledge

Cash

$100,000 Pledge,

$25,000

Cash

Cash

Cash


27/65


28/65

North Dakota State University

Total Project

Amount Private Donation State Request

Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Research

Gertrude Weigum Hinsz Lecture $ 75,000.00 $ 50,000.00 $ 25,000.00 5/9/2014 5/19/2014 Foundation

NDSU Psychology ColloquiumSeries, Outside Speakers Fund $ 240,000.00 $ 160,000.00 $ 80,000.00 5/9/2014 5/19/2014 Foundation

Scholarships

Hinsz Scholarship Program $ 90,000.00 $ 60,000.00 $ 30,000.00 5/9/2014 5/19/2014 Foundation

Division of Performing Arts

Endowment-Challey $ 7,500,000.00 $ 2,000,000.00 $ 1,000,000.00 5/9/2014 5/19/2014 Foundation


Endowment $ 245,451.23 $ 122,725.61 5/9/2014 5/19/2014 Foundation

Harlyn Thompson Travel

Scholarship Fund $ 150,000.00 $ 100,000.00 $ 50,000.00 10/8/2014 10/10/2014

Jay and Andy Alsop Family Athletics

Scholarship Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Susan Ferguson Andrews

Endowment Fund $ 109,799.37 $ 73,199.58 $ 36,599.79 12/17/2014 12/22/2014

Larry and A.J. Dahlstrom AthleticScholarship Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Dr. Todd and Deborah DeBates

Family Football Scholarship

Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Hulstrand Family Scholarhsip

Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014


29/65

Jim and Joyce Johnston Agriculture


Jim and Joyce Johnston Math


Ross Keller Business Scholarship

Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014Moore Engineering Civil

Engineering Scholarship

Endowment $ 150,000.00 $ 100,000.00 $ 50,000.00 12/17/2014 12/22/2014

Don and Sue Morton Family

Football Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Osher Reentry Scholarship $ 1,500,000.00 $ 1,000,000.00 $ 500,000.00 12/17/2014 12/22/2014

Rear Admiral (Ret) and Mrs. Fred

Paavola Masters of Public Health


The Rase Family Scholarship Fund $ 84,093.17 $ 56,062.11 $ 28,031.06 12/17/2014 12/22/2014

Leo and Shirley Richard Family

Football Scholarship Endowment

Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Rachel K. Roen Memorial


Dr. Josephine Bartow Ruud


STEM Scholarship Endowment $ 4,500,000.00 $ 3,000,000.00 $ 1,500,000.00 12/17/2014 12/22/2014Ralph and Loanne Thrane


Roger and Ruth Van Prooien

Scholarship $ 333,499.16 $ 222,332.77 $ 111,166.39 12/17/2014 12/22/2014

Michael Vipond Athletics


Volk Family Civil Engineering



30/65

Dr. E.P. and Lucy E. Wenz

Endowment Fund $ 150,000.00 $ 100,000.00 $ 50,000.00 12/17/2014 12/22/2014

Cy Zweber Pharmacy Scholarship $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014

Lucy E. Wenz, RN, NDSU Class of

'78 Scholarship Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 12/17/2014 12/22/2014James W. and Marlene E. Normark

Trust Scholarship $ 90,000.00 $ 60,000.00 $ 30,000.00 12/17/2014 12/22/2014

Ron and Sue Nichols Agriculture

Scholarship Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 1/5/2015

Ron and Sue Nichols HD and E

Scholarship Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 1/5/2015

Bradley J. Burgum Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 1/5/2015

Helmsley American Indian Public

Health Scholarship Endowment $ 1,125,000.00 $ 750,000.00 $ 375,000.00 1/5/2015

Ross Keller Business Scholarship

Endowment Fund $ 75,000.00 $ 50,000.00 $ 271.35 1/5/2015

Technology

John L. Rust Mechanical

Engineering Fund $ 120,000.00 $ 80,000.00 $ 40,000.00 12/17/2014 12/22/2014

Endowed Chair(s)

Endowed Chair of PotatoPathology $ 10,000,000.00

$ 2,715,000.00 $ 1,357,500.00 10/8/2014 10/10/2014

$ 1,125,000.00 $ 562,500.00 11/17/2014 11/19/2014

$ 95,000.00 $ 47,500.00 12/17/2014 12/22/2014

$ 180,000.00 $ 90,000.00 1/5/2015


31/65


Food Production Laboratory

Complex* $ 750,000.00 $ 407,432.57 203,716.30$ 1/14/2014 1/15/2014

Office of the

President

Food Production Labs Maintenance

Endowment Fund $ 75,000.00 $ 50,000.00 $ 25,000.00 3/5/2014 3/13/2014 Foundation

American Indian Public Health

Resource Center $ 2,178,911.00 $ 1,452,607.00 $ 726,304.00 3/5/2014 3/13/2014

Office of the

President

NDSU University Mentoring Award $ 75,000.00 $ 50,000.00 $ 25,000.00 5/9/2014 5/19/2014 Foundation

NDSU Center for Risk and Trading $ 10,000,000.00

NDSU Center for Risk and Trading 2-

Barry Endowment $ 500,000.00 $ 250,000.00 10/8/2014 10/10/2014

$ 1,107,500.00 $ 553,750.00 11/17/2014 11/19/2014

$ 2,067,371.00 $ 1,033,685.50 12/17/2014 12/22/2014


32/65

$ 1,135,500.00 $ 567,750.00 1/5/2015

Total $ 40,956,802.70 $ 20,049,456.26 $ 10,000,000.00

Amount Remaining $ -

Research

Scholarships

Mandan, Hidatsa, and Arikara

Nation Endowed Scholarship in

Public Health $ 1,500,000.00 1,000,000.00$ 500,000.00$ 10/2/2013

Hinsz Scholarship Program $ 90,000.00 60,000.00$ 30,000.00$ 12/12/2013

University Mentoring Award $ 75,000.00 50,000.00$ 25,000.00$ 12/12/2013

Harlyn Thompson Travel

Scholarship Fund $ 150,000.00 100,000.00$ 50,000.00$ 12/12/2013

The Rase Family Scholarship Fund $ 84,093.17 56,062.11$ 28,031.06$ 11/17/2014

Roger and Ruth Van Prooien

Scholarship $ 333,499.16 222,332.77$ 111,166.39$ 11/17/2014

Dr. E.P. and Lucy E. Wenz

Endowment Fund $ 150,000.00 100,000.00$ 50,000.00$ 11/17/2014

Osher Reentry Scholarship

Endowment $ 1,500,000.00 1,000,000.00$ 500,000.00$ 11/17/2014

Lucy E. Wenz, RN, NDSU Class of

'78 Scholarship Endowment Fund $ 75,000.00 50,000.00$ 25,000.00$ 11/17/2014

Dr. Josephine Bartow Ruud

Scholarship Endowment Fund $ 112,500.00 75,000.00$ 37,500.00$ 11/17/2014

Rachel K. Roen Memorial

Scholarhsip Endowment Fund $ 123,000.00 82,000.00$ 41,000.00$ 11/17/2014

Scope Approval


33/65


Health Scholarship Endowment $ 1,125,000.00 750,000.00$ 375,000.00$ 12/17/2014

Technology

Openstack Cloud Based Test Bed $ 75,000.00 50,000.00$ 25,000.00$ 12/12/2013

Endowed Chair(s)Chair in Business Ethics $ 2,500,000.00 833,000.00$ 10/2/2013

Endowed Chair of Potato Pathology $ 10,000,000.00 6,700,000.00$ 3,300,000.00$ 12/12/2013


Food Production Laboratory

Complex $ 750,000.00 900,000.00$ 203,716.30$ 10/2/2013


Comprehensive Naming Campaign $ 7,500,000.00 5,000,000.00$ 2,500,000.00$ 10/2/2013

Mandan, Hidatsa, and Arikara

Nation Endowed Professor of

American Indian Public Health $ 3,000,000.00 2,000,000.00$ 1,000,000.00$ 10/2/2013

NDSU Center for Risk and Trading $ 10,000,000.00 3,330,000.00$ 10/2/2013

Graduate Education Enhancement $ 3,000,000.00 2,000,000.00$ 1,000,000.00$ 10/2/2013

Solar Decathlon/Capstone for Our

Centennial Celebration $ 900,000.00 500,000.00$ 400,000.00$ 12/12/2013

Loftsgard Hall New Teaching

Laboratories and Plan SciencesLearning Center Modernization $ 1,000,000.00 666,667.00$ 333,333.00$ 12/12/2013

Geosciences Hall $ 6,000,000.00 4,000,000.00$ 2,000,000.00$ 12/12/2013

Gertrude Weigum Hinsz Lecture $ 75,000.00 50,000.00$ 25,000.00$ 12/12/2013

NDSU Psychology Colloquium

Series, Outside Speakers Fund $ 240,000.00 160,000.00$ 80,000.00$ 12/12/2013


34/65


Health Resource Center at NDSU $ 3,750,000.00 2,500,000.00$ 1,250,000.00$ 12/12/2013

Food Production Labs Maintenance

Endowment Fund $ 50,000.00 25,000.00$ 25,000.00$ 1/14/2014

John L. Rust Mechanical

Engineering Fund $ 120,000.00 80,000.00$ 40,000.00$ 11/17/2014Susan Ferguson Andrews

Endowment Fund $ 108,990.87 72,660.58$ 36,330.29$ 11/17/2014

Ross Keller College of Business

Endowment Fund $ 75,000.00 50,000.00$ 25,000.00$ 12/17/2014

Total $ 54,462,083.20 18,179,077.04$


35/65

Distribution Notes/Schedule

Cash donation

Description lists that this will bean endowed fund. Cash donation.

Cash donation

Pledged amount. Documentation

lists $2.1M. Application only

requested match for $2.0M

$91,524.80 pledged, $102,296.34

cash, $51,630.09 stocks.

$ 25,000 Pledged, $75,000 cash

donation.

Pledge

Cash

$40,000 Pledge, $10,000 cash.

$49,000 Pledge, $1,000 cash.

Cash


36/65

Cash

Cash

$42857.10 Pledge, $7,142.90

cash.

Pledge

$42,395.52 Pledge, $7,604.48

cash.

Cash

$30,000 Pledge, $20,000 cash.

Cash

$49,950 Pledge, $50 cash.

Cash

Cash

Pledge

Cash

Cash

$35,714.30 Pledge, $14,285.70

cash.

Pledge


37/65

Cash

Pledge

Cash

Cash

$40,000 Pledged, $10,000 cash.

$40,000 Pledged, $10,000 cash.

$42,000 Pledged, $8,000 cash.

Pledge.

$42,857.10 Pledge, $7,142.90

cash.

$70,000 Pledge, $10,000 cash.

$2,575,000 Pledged, $140,000

cash donation.

$1,055,000 Pledge, $70,000 cash.

$90,000 Pledge, $5,000 cash.

$169,000 Pledge, $11,000 cash.


38/65

*The total project was/is

$750,000. The portion submitted

for the state match was

$407,432.57; the state match

granted was $203,716.30. Thecaveat is that we had raised

additional dollars for the project

prior to the July1 date and had

received pre-approval from the

committee to make eligible for

matching only that portion that

was left to raise after July 1,

2013. So, the additional

$546,283.70 is available from

private sources.

$12,015.35 Plege, $25,000 cash,

and $12,984.65 other (stocks)

Listed as cash in application but is

actually a grant

Description lists that this will be

an endowed fund. Cash donation.

$125,000 Cash and $375,000

other (intended grants)

$833,000 Pledge, $274,500 cash.

$1,986,935.50 Pledge, $75,000

cash and $5,435.50 stocks.


39/65

$1,070,000 Pledge, $65,500 cash.


40/65

Provided that the trival funds can

be verified as being non-federaldollars.


41/65

Total Project Approval Memo Sent Receiving


42/65

University of North Dakota

Total Project


Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Research

Technology

Endowed Chair(s)

Harold L. and Io A. Severson Business

of Energy Endowment $ 137,500.00 $ 75,000.00 $ 37,500.00 1 /14/2014 1/15/2014 FoundationScholarships

Ronald D. Offutt Endowment $ 458,333.33 $ 250,000.00 $ 125,000.00 10/2/2013 11/7/2013

Advanced Engineering &

Enviornmental Services, Inc. Civil

Engineering Endowment $ 75,001.50 $ 50,001.00 $ 25,000.50 10/2/2013 11/7/2013

Carlton Bjerkaas Atmospheric Sciences

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

Jane S. Nelson Nursing Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

Helen and Leonard Selkurt Aviation

Scholarship Endowment $ 120,000.00 $ 80,000.00 $ 40,000.00 1 0/2/2013 11/7/2013

David A. Brown Schoalrship

Endowment $ 112,500.00 $ 75,000.00 $ 37,500.00 10/2/2013 11/7/2013

Don Schmid Child Welfare Leadership




43/65


Total Project


Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Ralph and Barbara Cushing Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

Agnes & George Griffeth Memorial

Schoarlship Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

Henry and Judee Herr Endowment $ 750,000.00 $ 500,000.00 $ 250,000.00 10/2/2013 11/7/2013

Arne G. Brekke Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

James & Verna Johnson Law


Poolman Student Leadership Academy

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Drs. Christopher & Allison Clapp

Anderson Scholarship Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Niles Family Scholarship $ 91,667.67 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Chad & Stacy Watcher Family

Scholarship ($91,666.67) $ 91,666.67 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

$ 50,000.00 $ 25,000.00 3/5/2014 3/17/2014



44/65


Total Project


Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Stuart M. Charlesworth Endowment $ 77,235.00 $ 51,490.00 $ 25,745.00 12/12/2013 12/27/2013

Phyllis and Dr Homer Rovelstad

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Robert M Olafson Endowment $ 100,100.00 $ 54,600.00 $ 27,300.00 12/12/2013 12/27/2013Burgum Scholar Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Rick & Lori Lee Scholarship

Endowment $ 91,666.67 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Lanterman Educational Leadership

Dean’s Endowment $ 183,333.33 $ 100,000.00 $ 50,000.00 12/12/2013 12/27/2013

Mary Heather MacMaster Gifted and

Talented Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Kriegl and Gorter Family Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

UND Aviation Community InvolvementEndowment $ 150,000.00 $ 100,000.00 $ 50,000.00 12/12/2013 12/27/2013

Daryl L. and Diane A. Anderson

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Judy L. DeMers Endowment $ 175,003.50 $ 116,669.00 $ 58,334.50 12/12/2013 12/27/2013

John & Kaye Hoffert Sports Business

Endowment $ 91,666.67 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Leslie Johnson Aldrich School of Law

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Jack Marcil Law School Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

The Altringer Family Medicine


Dr. Phililp and Sandy Barney Medical


Mary K. Fischer Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013



45/65


j


pp

Date to SBHE

g

Entity

Dr. Walter Wasdahl and Dr. Robert

and Kay Hedger Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Dr. G. Frank Welsch Scholarship

Endowment $ 109,500.00 $ 73,000.00 $ 36,500.00 12/12/2013 12/27/2013

Gisi Executive Scholar Program

Endowment $ 733,333.00 $ 400,000.00 $ 200,000.00 12/12/2013 12/27/2013

Mike & Lori Hendrickson Scholarship

Endowment $ 128,333.33 $ 70,000.00 $ 35,000.00 12/12/2013 12/27/2013

Lisa & Todd Barnes Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

Jeff & Kim Vigen Endowment $ 300,000.00 $ 200,000.00 $ 100,000.00 12/12/2013 12/27/2013David A. Veeder Scholarship

Endowment $ 75,000.00 $ 50,000.00 $ 25,000.00 12/12/2013 12/27/2013

National Society Daughters of the

American Colonists

Recruitment/Retention of American

Indians into Nursing Scholarship at The

University of ND $ 81,338.34 $ 54,225.56 $ 27,112.78 12/12/2013 12/27/2013

Aerospace: Omega Endowment #1 $ 112,500.00 $ 75,000.00 $ 37,500.00 12/12/2013 12/27/2013

Aerospace: Omega Endowment #2 $ 150,000.00 $ 100,000.00 $ 50,000.00 12/12/2013 12/27/2013

Dr. Robert and Llze Sando Scholarship

Endowment $ 91,666.67 $ 50,000.00 $ 25,000.00 1/14/2014 1/15/2014 Foundation



46/65

University of North Dakota Amount Private Donation State Request Date to SBHE Entity

Wayne & DeAnna Zink Family

Endowment $ 91,666.67 $ 50,000.00 $ 25,000.00 1/14/2014 1/15/2014 Foundation

Robert and Frances Crow Scholarship

Endowment $ 1,469,028.54 $ 979,352.36 $ 489,676.18 12/17/2014 12/22/2014


Collaborative Energy Complex

($14,000,000) $ 14,000,000.00

Collaborative Energy Complex - Neset

Consulting $ 50,000.00 $ 25,000.00 10/2/2013 11/7/2013

Collaborative Energy Complex - Great

River Energy $ 200,000.00 $ 100,000.00 10/2/2013 11/7/2013

Collaborative Energy Complex - AE2S $ 670,005.00 $ 335,002.50 10/2/2013 11/7/2013

Collaborative Energy Complex $ 100,000.00 $ 50,000.00 12/12/2013 12/27/2013

Collaborative Energy Complex $ 5,000,000.00 $ 2,500,000.00 6/16/2014 6/23/2014


Collaborative Energy Center $ 200,000.00 $ 100,000.00 10/8/2014 10/10/2014



47/65



Collaborative Energy Complex - Moe $ 50,000.00 $ 25,000.00 11/17/2014 11/19/2014

Collaborative Energy Complex - Otter

Tail Power Company $ 50,000.00 $ 25,000.00 11/17/2014 11/19/2014

Collaborative Energy Complex -

Solberg $ 667,000.00 $ 333,500.00 11/17/2014 11/19/2014

Collaborative Energy Complex - Harris $ 50,000.00 $ 25,000.00 11/17/2014 11/19/2014

Collaborative Energy Complex - EAPC

Architects Engineers $ 50,000.00 $ 25,000.00 11/17/2014 11/19/2014

Collaborative Energy Complex -

Hopkins $ 150,000.00 $ 75,000.00 11/17/2014 11/19/2014Collaborative Energy Complex -

Minnkota Power Cooperative Inc $ 250,000.00 $ 125,000.00 11/17/2014 11/19/2014


College of Business & Public

Administration Building

($45,000,000)


Administration - Emerson Process

Mangement $ 100,000.00 $ 50,000.00 10/2/2013 11/7/2013


Administration - Otter Tail Corporation $ 250,000.00 $ 125,000.00 10/2/2013 11/7/2013


Administration Building - Gate City

Bank $ 667,000.00 $ 333,500.00 12/12/2013 12/27/2013



48/65



Administration Building - Gisi Family $ 500,000.00 $ 250,000.00 12/12/2013 12/27/2013

Aerospace/UAS Research, Education,

and Training Building ($20,000,000)

Aerospace/UAS Research, Education,

and Training Building $ 890,000.00 $ 445,000.00 3/5/2014 3/17/2014

Aerospace/UAS Research Building $ 2,000,000.00 $ 1,000,000.00 8/20/2014 9/18/2014

Student Academic and Engagement

Center $ 6,000,000.00

$ 3,000,000.00 $ 1,500,000.00 10/8/2014 10/10/2014

$ 59,157.07 $ 29,578.54 12/17/2014 12/22/2014

Total $ 27,623,040.89 $ 19,999,999.99 $ 10,000,000.00

Amount Remaining $ -

Research

ScholarshipsTechnology

Endowed Chair(s)


Collaborative Energy Complex $ 12,000,000.00 8/5/2013

College of Business and Public

Administration $ 45,000,000.00 8/5/2013

Scope Approval

i i f h k

Total Project

i i S

Approval Memo Sent

S

Receiving

i


49/65


Aerospace/UAS Research, Training and

Education Building $ 20,000,000.00 4,000,000.00$ $2,000,000.00 10/2/2013

Total $ 77,000,000 $2,000,000.00

Di t ib ti N t /S h d l


50/65


Pledge, equal payments of

$35,714 over 7 years beginning

2/2014. $83,333.33 is also

being matched from the John

Barry match program.

Pledge, equal payments over

seven years beginning

10/30/2013

Cash: $29,580, Pledge: $20,

420 to be made in equal

payments ($4084 assumption)

over 5 years beginning 9/2014

Pledge, payments of $10,000

per year for five years

beginning Sept. 2013

Cash: $54, 071.77, Pledge:

$25,925.23. Pledge amount

paid over seven years.

Cash: $75,000. Unknown when

cash received


per year for seven years

beginning Dec. 2013

DistributionNotes/Schedule


51/65



per year for 7 years beginning

December 31, 2013

Pledge, equal payments of

$7,142.85 for 7 years beginning

December 31, 2013

Pledge, $50,000 by December

31, 2013, thereafter $75,000

from December 2014-2019.

Original Request to SBHE

requested $25,000. Correctionmade in 1/15/14 memo to

request full $250,000.

Cash, $25,000. Pledge, $25,000

to be paid by December 2014.



52/65




53/65


Original Request to SBHE

requested $32,500. Correction

made in 1/15/14 memo to

request full $250,000.

Pledge, $50,000 in equal

payments over 2 years

beginning January 2014. John

Barry Grant, $16,666.67



54/65

/

Equal payments ove 7 years

beginning December 2013.John

Barry Grant, $16,666.67

Pledge

Received budget section

approval on 12/11/2013

Pledge, $10,000 annual

payment over 5 years, first

$10,000 received 9-17-2013

Pledge, One payment beforeJuly 1, 2015: UND Alumni must

notify Governor's Office when

payment has been received

Pledge, Equal payments over

seven years beginning

10/30/2013

Hess donation. Pledged over

five years beginning 06/2014

To be paid in equal amounts of

$7,500 over seven years

beginning 11/15/2014

Equal payments over five years

beginning 12/15/2014.



55/65

Equal payments over seven

years beginning on 1/31/2015.

Pledge

Pledge

Pledge

Pledge

Pledge

Pledge

Pledge

Pledge

Funds pending budget section

approval

Pledge, Equal payments of

$25,000 over 4 years beginning

10/1/13

Pledge, equal payments

($35,714 assumption) over 7

years beginning 3/31/2014



56/65

Received budget section

approval on 12/11/2013

To be paid in equal amounts of

$1,500,000 over two years

beginning 2014. Pending perSBHE 9/3/2014.

Cash



57/65

Funds would be distributed

pending budget section

approval.

Valley City State University

Total Project


Approval

Date

Memo Sent

to SBHE

Receiving

Entity

Distribution

Notes/Schedule


58/65

Research

Scholarships

Technology

Endowed Chair(s)


Valley City Health, Wellness

and Physical Education Center 16,000,000.00$ 6,000,000.00$ 1,000,000.00$ 12/17/2014 12/22/2014

$3,700,000 pledge,

$300,000 cash.

Total $ 16,000,000.00 6,000,000.00$ 1,000,000.00$

Amount Remaining -$

ResearchScholarships

Endowed Scholarship

Campaign 456,957.23$ 304,638.15$ 152,319.08$ 1/5/2015 Cash

Technology

Endowed Chair(s)


Total $ 456,957.23 304,638.15$ 152,319.08$

Research

Scholarships

Technology

Endowed Chair(s)



Scope Approval

Health, Wellness, and Physical

Education Facility $ 16,000,000.00 15,000,000.00$ 1,000,000.00$ 5/9/2014


59/65

Total $ 16,000,000.00 1,000,000.00$


60/65

Williston State College

Total Project

Amount

Private


Memo Sent to

SBHE

Receiving

Entity

Distribution

Notes/Schedule

Research


61/65

Research

Scholarships

Alva J. Field 1,500,000.00$ 1,000,000.00$ 500,000.00$ 10/8/2014 10/10/2014

$200,000 a year for

five years.

Vern and Karma Dean

Owens Endowment 75,000.00$ 50,000.00$ 25,000.00$ 12/17/2014 12/22/2014

$25,000 pledge,

$25,000 cash.

Technology

Endowed Chair(s)

Educational

Infrastructure

TrainND - Workforce

Training Center 7,500,000.00$

656,000.00$ 328,000.00$ 10/8/2014 10/10/2014

The pledges will be

collected

throughout theduration of the

building project.

130,000.00$ 65,000.00$ 1/5/2015

Science Addition 225,000.00$ 150,000.00$ 75,000.00$ 1/5/2015

$100,000 Pledge,

50,000 cash.

Total 9,300,000.00$ 1,986,000.00$ 993,000.00$


Research

Scholarships

Vern and Karma Keane

Owan Endowment $ 75,000.00 50,000.00$ 25,000.00$ 8/20/2014

Alva J. Field Scholarship

Fund $ 1,500,000.00 1,000,000.00$ 500,000.00$ 8/20/2014

Scope Approval

Technology

Endowed Chair(s)

Educational


62/65

Educational

Infrastructure

TrainND - Workforce

Training Center $ 7,500,000.00 1,000,000.00$ 500,000.00$

Science Addition $ 225,000.00 150,000.00$ 75,000.00$ 12/17/2014

Total $ 9,300,000.00 1,100,000.00$

Summary Sheet of Funds Approved

Match Funds


63/65

College/University

Scope Match

Funds Approved

Total Project Value

During the Regular

Funding Round

Private Funds Raised

During the Regular

Funding Round

Match Funds

Approved During

the Regular

Funding Round Remaining

Competitve

Round Match

Funds Approved

Bismarck State College 2,916,875.00$ 18,802,680.06$ 2,000,953.04$ 1,000,000.00$ -$ 131,524.10$

Dakota College Bottineau 200,000.00$ 1,485,000.00$ 728,030.00$ 364,015.00$ 635,985.00$ -$

Dickinson State University 1,000,000.00$ 2,848,641.88$ 1,899,094.58$ 949,547.30$ 50,452.70$ -$

Lake Region State College 1,500,000.00$ 3,006,822.26$ 2,004,548.17$ 1,000,000.00$ -$ 99,091.66$

Mayville State University 706,666.00$ 2,046,333.00$ 1,794,868.69$ 691,395.34$ 308,604.66$ -$

Minot State University -$ 2,997,738.13$ 1,998,492.09$ 999,246.04$ 753.96$ 509,609.60$

North Dakota State College of

Science 1,657,253.70$ 2,999,501.36$ 2,000,000.91$ 1,000,000.00$ -$ 110,251.88$

North Dakota State University 18,179,077.04$ 40,956,802.70$ 20,049,456.26$ 10,000,000.00$ -$ -$

University of North Dakota 2,000,000.00$ 27,623,040.89$ 19,999,999.99$ 10,000,000.00$ -$ -$

Valley City State University 1,000,000.00$ 16,000,000.00$ 6,000,000.00$ 1,000,000.00$ -$ 152,319.08$Williston State College 1,100,000.00$ 9,300,000.00$ 1,986,000.00$ 993,000.00$ 7,000.00$ -$

Total 30,259,871.74$ 128,066,560.28$ 60,461,443.73$ 27,997,203.68$ 1,002,796.32$ 1,002,796.32$

Grand Total 29,000,000.00$


64/65


65/65

Total Match Funds

Approved

1,131,524.10$

364,015.00$

949,547.30$

1,099,091.66$

691,395.34$

1,508,855.64$

1,110,251.88$

10,000,000.00$

10,000,000.00$

1,152,319.08$993,000.00$

29,000,000.00$

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Challenge Fund Summary of Funds and Scope

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