KANSAS UNIVERSITY ENDOWMENT ASSOC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: KANSAS UNIVERSITY ENDOWMENT ASSOC (EIN 48-0547734)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-10
IRS object ID: 202431319349305008
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R
Affiliated Group Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-10T16:49:10+00:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Ernst and Young US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7676 Forsyth Blvd Ste 2600	AddressLine1Txt
City	Clayton	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	480547734	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Kansas University Endowment Association	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KANS	BusinessNameControlTxt
Phone	7858327400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 928	AddressLine1Txt
City	Lawrence	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	660440928	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	James G Clarke	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	7858327400	PhoneNum
Signature	2024-05-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	James	PersonFirstNm
Person Last	Clarke	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	COLLIN K ROHS	PreparerPersonNm
PTIN	P01895688	PTIN
Phone	3142901000	PhoneNum
Preparation	2023-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	KU Endowment	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DANIEL J MARTIN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 928	AddressLine1Txt
City	Lawrence	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	660440928	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$610,405,131	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kuendowment.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1891	FormationYr
Legal Domicile State	KS	LegalDomicileStateCd
Activity Or Mission	University support	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	230	TotalEmployeeCnt
Total Volunteers	72	TotalVolunteersCnt
Total Gross UBI	$3,181,194	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$262,016,912	PYContributionsGrantsAmt
CY Contributions Grants	$215,860,728	CYContributionsGrantsAmt
PY Program Service Revenue	$1,811,565	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,904,373	CYProgramServiceRevenueAmt
PY Investment Income	$136,512,784	PYInvestmentIncomeAmt
CY Investment Income	$81,420,227	CYInvestmentIncomeAmt
PY Other Revenue	$4,561,913	PYOtherRevenueAmt
CY Other Revenue	$3,109,580	CYOtherRevenueAmt
PY Total Revenue	$404,903,174	PYTotalRevenueAmt
CY Total Revenue	$302,294,908	CYTotalRevenueAmt
PY Grants And Similar Paid	$196,144,271	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$204,435,268	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$16,923,109	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$17,909,509	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$686,043	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$733,786	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$13,822,283	CYTotalFundraisingExpenseAmt
PY Other Expenses	$12,286,024	PYOtherExpensesAmt
CY Other Expenses	$13,152,915	CYOtherExpensesAmt
PY Total Expenses	$226,039,447	PYTotalExpensesAmt
CY Total Expenses	$236,231,478	CYTotalExpensesAmt
PY Revenues Less Expenses	$178,863,727	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$66,063,430	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,766,269,381	TotalAssetsBOYAmt
Total Assets EOY	$2,866,140,776	TotalAssetsEOYAmt
Total Liabilities BOY	$133,707,218	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$134,834,585	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,632,562,163	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,731,306,191	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	KU Endowment partners with donors in providing philanthropic support to build a greater University of Kansas.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$63,665,116	ExpenseAmt
Grant	$63,665,116	GrantAmt
Revenue	$4,702,435	RevenueAmt
Desc	Program and other educational support from private donors strengthens academic programs and brings top-flight scholars, thoughtful lecturers and breathtaking performances to KU. It also expands the scope of outreach programs throughout the state and supports valuable acquisitions by KU's libraries and museums.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$56,953,554	ExpenseAmt
Grant	$56,953,554	GrantAmt
Revenue	$0	RevenueAmt
Desc	Faculty support includes over 200 named, endowed positions, including 8 new faculty support funds endowed during this fiscal year. Private funding augments salaries and supports awards, professional travel and professional development. This support is invaluable in creating the vibrant teaching and research environment that one expects at an international research university.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$47,763,635	ExpenseAmt
Grant	$47,763,635	GrantAmt
Revenue	$0	RevenueAmt
Desc	Student Support - Virtually all privately funded scholarships, awards and fellowships provided by KU come from donor contributions to KU Endowment. This year, 101 new endowed scholarship and student support funds were created and about 8,895 students received financial assistance from privately funded scholarships at KU Endowment.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$36,052,963	ExpenseAmt
Grant	$36,052,963	GrantAmt
Revenue	$818,505	RevenueAmt
Desc	Facilities support - Construction, furnishings and equipment funded by private giving fluctuates from year to year depending on the timeline of construction projects. More than two-thirds of the University of Kansas buildings and about 85% of the land available for campus expansion were made possible by private gifts.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$36,052,963	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$36,052,963	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$818,505	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$204,435,268	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1076	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	230	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	LU	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	James G Clarke Treasurer	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7858327400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1891 Constant Avenue	AddressLine1Txt
City	Lawrence	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	660473743	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
D JEROME DAVIES
Secretary/EVP Development (ENDING MAY 2023)	40.0	0.1	Yes (X)	Yes (X)	$367,584	$0	$150,777
DALE W SEUFERLING
PRESIDENT (ENDING AUG 2022)	40.0	0.1	Yes (X)	Yes (X)	$2,268,737	$0	$673,249
DANIEL J MARTIN
PRESIDENT (STARTING AUG 2022)	40.0	0.1	Yes (X)	Yes (X)	$201,994	$0	$9,983
JAMES G CLARKE
Treasurer/SVP Investments	40.0	0.1	Yes (X)	Yes (X)	$730,861	$0	$117,294
LYDIA I BEEBE
Chair (Sept '22), Executive Committee-Volunteer	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
TODD L SUTHERLAND
Vice Chair (Sept '22), Executive Committee-Volunteer	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
DANA VALDOIS HENSLEY
Exec Committee-Volunteer (Starting Sept 2022)	4.0	0	Yes (X)		$0	$0	$0
DAVID B DILLON
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
DEANELL REECE TACHA
Exec Committee-Volunteer (Ending Sept 2022)	4.0	0.0	Yes (X)		$0	$0	$0
HOWARD E COHEN
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
JANET MARTIN MCKINNEY
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
JAY HOWARD
Exec Committee-Volunteer (Starting Sept 2022)	4.0	0	Yes (X)		$0	$0	$0
JILL DOCKING
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
JOHN B DICUS
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
KURT D WATSON
Executive Committee-Volunteer	4.0	0.1	Yes (X)		$0	$0	$0
LINDA ELLIS SIMS
Exec Committee-Volunteer (Ending Sept 2022)	4.0	0.1	Yes (X)		$0	$0	$0
RAMON MURGUIA
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
STEVE SLOAN
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
ALLISON LONG
SECRETARY (JUN '23)/SVP ADMIN & COO (JUL '22)	40.0	0		Yes (X)	$244,475	$0	$93,380
REBECCA L BLAESING
VP Medical Development	40.0	0			$228,282	$0	$33,262	Yes (X)
JAMES R MECHLER
Assoc SVP Development	40.0	0			$227,577	$0	$70,825		Yes (X)
KRISTEN TONER
AVP, DEVELOPMENT	40.0	0			$215,464	$0	$47,273		Yes (X)
MARK WILSON
Vice President, Development Operations	40.0	0			$210,204	$0	$60,422		Yes (X)
RYAN TONER
DIRECTOR OF INVESTMENTS	40.0	0			$205,067	$0	$48,912		Yes (X)
STACY NUSS
VP Investments & Asst Treasurer	40.0	0.1			$323,205	$0	$126,374		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,223,450	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,431,751	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	40	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Cambridge Associates LLC
125 High Street	Boston	MA	02110	Investment Consulting	$2,200,000
Built Interior Construction LLC
1833 McGee Street	Kansas City	MO	64108	Construction	$1,625,872
Lathrop and Gage LLP
2345 Grand Blvd	Kansas City	MO	64108	Legal Services	$559,392	Ste 2800
Ruffalo Noel Levitz LLC
1025 KIRKWOOD PKWY SW	CEDAR RAPIDS	IA	52404	FUNDRAISING SERVICES	$337,770
Ropes and Gray LLP
800 Boylston Street	Boston	MA	021993600	Legal Sevices	$325,249

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	12	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,321,911	FundraisingAmt
Related Organizations	$36,970	RelatedOrganizationsAmt
Government Grants	$21,971,823	GovernmentGrantsAmt
All Other Contributions	$191,530,024	AllOtherContributionsAmt
Noncash Contributions	$10,317,781	NoncashContributionsAmt
Total Contributions	$215,860,728	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Loan Interest	522200	$1,085,868	$1,085,868
Apartment Rentals	531110	$317,533	$317,533
Building Lease	531120	$342,283	$342,283
Other Real Estate Income	531390	$158,689	$158,689

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,904,373	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,573,117	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,287,067	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,090,032	UnrelatedBusinessRevenueAmt
Exclusion	$47,196,018	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$906,505	TotalRevenueColumnAmt
Exclusion	$906,505	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$332,359,906	SecuritiesAmt
Other	$1,960,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$305,000,796	SecuritiesAmt
Other	$472,000	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$27,359,110	SecuritiesAmt
Other	$1,488,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,847,110	TotalRevenueColumnAmt
Exclusion	$28,847,110	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$762,060	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,321,911	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,637,427	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,875,367	TotalRevenueColumnAmt
Exclusion	-$1,875,367	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Agriculture	110000	$2,657,780	$2,657,780
Oil & Gas Extraction	211110	$91,162		$91,162
Other Receipts	900099	$1,329,500			$1,329,500

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,078,442	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$302,294,908	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,520,940	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,181,194	UnrelatedBusinessRevenueAmt
Exclusion	$77,732,046	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$204,435,268	TotalAmt
Program Services	$204,435,268	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,068,320	TotalAmt
Management And General	$5,196,851	ManagementAndGeneralAmt
Fundraising	$871,469	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,394,320	TotalAmt
Management And General	$933,847	ManagementAndGeneralAmt
Fundraising	$8,460,473	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	-$138,603	TotalAmt
Management And General	-$659,417	ManagementAndGeneralAmt
Fundraising	$520,814	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,525,605	TotalAmt
Management And General	$652,511	ManagementAndGeneralAmt
Fundraising	$873,094	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,059,867	TotalAmt
Management And General	$413,468	ManagementAndGeneralAmt
Fundraising	$646,399	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$84,604	TotalAmt
Management And General	$77,013	ManagementAndGeneralAmt
Fundraising	$7,591	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$175,457	TotalAmt
Management And General	$175,457	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$733,786	TotalAmt
Fundraising	$733,786	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,260,815	TotalAmt
Management And General	$7,260,815	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$475,033	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$415,730	ManagementAndGeneralAmt
Fundraising	$59,303	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$474,465	TotalAmt
Management And General	$32,786	ManagementAndGeneralAmt
Fundraising	$441,679	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$679,574	TotalAmt
Management And General	$242,354	ManagementAndGeneralAmt
Fundraising	$437,220	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,407,719	TotalAmt
Management And General	$1,320,760	ManagementAndGeneralAmt
Fundraising	$86,959	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$160,205	TotalAmt
Management And General	$116,086	ManagementAndGeneralAmt
Fundraising	$44,119	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$638,425	TotalAmt
Management And General	$76,474	ManagementAndGeneralAmt
Fundraising	$561,951	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$131,229	TotalAmt
Management And General	$80,764	ManagementAndGeneralAmt
Fundraising	$50,465	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,204,973	TotalAmt
Management And General	$1,203,493	ManagementAndGeneralAmt
Fundraising	$1,480	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$220,271	TotalAmt
Management And General	$209,935	ManagementAndGeneralAmt
Fundraising	$10,336	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Loan Commissions	$69,066	$69,066
Dues	$31,415	$16,869	$14,546
Equipment & Furnishings	$84,141	$83,542	$599
Unrelated Business Income Tax	$55,523	$55,523

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$236,231,478	TotalAmt
Program Services	$204,435,268	ProgramServicesAmt
Management And General	$17,973,927	ManagementAndGeneralAmt
Fundraising	$13,822,283	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$7,276,202	BOYAmt
EOY	$6,784,637	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$133,370,534	BOYAmt
EOY	$206,054,197	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$145,337,031	BOYAmt
EOY	$119,804,201	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,384,987	BOYAmt
EOY	$14,290,307	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$84,127,169	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,316,164	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$51,336,674	BOYAmt
EOY	$63,811,005	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$876,394,053	BOYAmt
EOY	$888,331,371	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,465,200,354	BOYAmt
EOY	$1,489,169,304	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$21,704,536	BOYAmt
EOY	$21,077,912	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$57,265,010	BOYAmt
EOY	$56,817,842	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,766,269,381	BOYAmt
EOY	$2,866,140,776	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$41,852,341	BOYAmt
EOY	$39,725,958	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$91,854,877	BOYAmt
EOY	$95,108,627	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$133,707,218	BOYAmt
EOY	$134,834,585	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$270,623,170	BOYAmt
EOY	$282,080,591	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,361,938,993	BOYAmt
EOY	$2,449,225,600	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,632,562,163	BOYAmt
EOY	$2,731,306,191	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,766,269,381	BOYAmt
EOY	$2,866,140,776	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$66,063,430	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$25,872,808	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$6,807,790	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
College Organization	Yes (X)	CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$223,719,260	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$144,015,515	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$173,378,065	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$262,016,912	CurrentTaxYearMinus1YearAmt
Current Tax Year	$215,860,728	CurrentTaxYearAmt
Total	$1,018,990,480	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$223,719,260	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$144,015,515	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$173,378,065	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$262,016,912	CurrentTaxYearMinus1YearAmt
Current Tax Year	$215,860,728	CurrentTaxYearAmt
Total	$1,018,990,480	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$101,033,454	SubstantialContributorsTotAmt
Public Support Total170	$917,957,026	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$53,624,863	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,006,625	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$49,233,264	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$81,404,261	CurrentTaxYearMinus1YearAmt
Current Tax Year	$51,522,363	CurrentTaxYearAmt
Total	$283,791,376	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,302,781,856	TotalSupportAmt
Gross Receipts Rltd Activities	$52,857,312	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.7046	PublicSupportCY170Pct
Public Support PY170	0.7345	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Organization Belongs Afflt Grp	Yes (X)	OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$204,435,268	FilingOrganizationsTotalAmt
Affiliated Group Total	$204,972,238	AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$204,435,268	FilingOrganizationsTotalAmt
Affiliated Group Total	$204,972,238	AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$1,000,000	AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$250,000	AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$681,232	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,128,799,517	BeginningYearBalanceAmt
Contributions	$70,118,427	ContributionsAmt
Investment Earnings Or Losses	$18,696,541	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,586,008	GrantsOrScholarshipsAmt
Other Expenditures	$30,008,035	OtherExpendituresAmt
End Year Balance	$2,160,020,442	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,078,034,791	BeginningYearBalanceAmt
Contributions	$58,520,661	ContributionsAmt
Investment Earnings Or Losses	$62,855,363	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$25,341,356	GrantsOrScholarshipsAmt
Other Expenditures	$45,269,942	OtherExpendituresAmt
End Year Balance	$2,128,799,517	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,593,352,861	BeginningYearBalanceAmt
Contributions	$55,734,078	ContributionsAmt
Investment Earnings Or Losses	$468,775,336	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,804,040	GrantsOrScholarshipsAmt
Other Expenditures	$17,023,444	OtherExpendituresAmt
End Year Balance	$2,078,034,791	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,633,026,168	BeginningYearBalanceAmt
Contributions	$38,634,802	ContributionsAmt
Investment Earnings Or Losses	-$23,698,693	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,383,314	GrantsOrScholarshipsAmt
Other Expenditures	$31,226,102	OtherExpendituresAmt
End Year Balance	$1,593,352,861	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,203,538,753	BeginningYearBalanceAmt
Contributions	$421,892,560	ContributionsAmt
Investment Earnings Or Losses	$65,375,126	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,311,458	GrantsOrScholarshipsAmt
Other Expenditures	$36,468,813	OtherExpendituresAmt
End Year Balance	$1,633,026,168	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.2288	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.237	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.5342	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$21,630,667	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$16,864,340	OtherCostOrOtherBasisAmt
Book Value	$38,495,007	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$40,448,358	OtherCostOrOtherBasisAmt
Depreciation	$16,328,297	DepreciationAmt
Book Value	$24,120,061	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,058,260	OtherCostOrOtherBasisAmt
Depreciation	$3,987,867	DepreciationAmt
Book Value	$1,070,393	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$125,544	InvestmentCostOrOtherBasisAmt
Book Value	$125,544	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$63,811,005	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Hedge Funds	$691,722,962	F
Other LLC's and LLP's	$62,314,179	F
Private Investments	$734,062,466	F
Real Estate, Royalty & Mineral Interests	$1,069,697	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,489,169,304	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$328,006,194	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$25,872,809	NetUnrealizedGainsInvstAmt
Other Revenue	$6,111,680	OtherRevenueAmt
Revenue Not Reported	$31,984,489	RevenueNotReportedAmt
Revenue Subtotal	$296,021,705	RevenueSubtotalAmt
Investment Expenses Not Incld	$6,273,203	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$6,273,203	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$302,294,908	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$229,262,165	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$696,110	OtherExpensesIncludedAmt
Expenses Not Reported	-$696,110	ExpensesNotReportedAmt
Expenses Subtotal	$229,958,275	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$6,273,203	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$6,273,203	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$236,231,478	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collections	Over the years, donors have given in-kind gifts of art and library collections, or have established funds for the purpose of purchasing such items for the museums, libraries and teaching facilities of the University of Kansas. Such gifts are administered by KU Endowment in accordance with any appropriate donor restrictions that may be placed upon the gift.
Schedule D, Part IV, Line 2b Explanation of escrow agreement	KU Endowment holds certain endowment and other funds on behalf of the University and its affiliates or other third parties.
Schedule D, Part V, Line 4 Intended uses of endowment funds	Endowment funds consist of approximately 4,081 individual fund accounts established to provide support for a variety of University programs across generations.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	CHANGE IN VALUE OF LIFE INCOME GIFTS - 99135 CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND - -72846 FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) - 2637427 CHANGE IN VALUE OF LIFE INSURANCE CASH VALUE - 3447964
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) - 2637427 AMORTIZATION OF PENSION ADJUSTMENTS - -3333537

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$615,358,472
Europe (Including Iceland and Greenland)	Investments	$92,139,317
North America (Canada & Mexico only)	Investments	$699,067

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$708,196,856	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$708,196,856	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Grenzebach Glier and Associates Inc
401 N Michigan Ave	Chicago	IL	60611	Fundraising Consulting and Analysis	false	$0	$188,146	-$188,146
RUFFALO NOEL LEVITZ LLC
1025 KIRKWOOD PKWY SW	CEDAR RAPIDS	IA	52404	FUNDRAISING CONSULTING AND PROGRAMS, INCLUDING OFF-SITE CALLING PROGRAM	false	$71,002	$214,742	-$143,740
BENTZ WHALEY FLESSNER AND ASSOCIATES INC
7900 XERXES AVE SOUTH STE 980	MINNEAPOLIS	MN	55431	FUNDRAISING CONSULTING AND ANALYSIS	false	$0	$330,898	-$330,898

Field	Value	IRS element (for citing)
Total Gross Receipts	$71,002	TotalGrossReceiptsAmt
Total Retained By Contractors	$733,786	TotalRetainedByContractorsAmt
Total Net To Organization	-$662,784	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CANCER CENTER BENEFIT DINNER	Event1Nm
Gross Receipts Event1	$2,347,650	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,999,200	CharitableContriEvent1Amt
Gross Revenue Event1	$348,450	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$252,332	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$506,723	FoodAndBeverageEvent1Amt
Entertainment Event1	$982,064	EntertainmentEvent1Amt
Other Direct Expenses Event1	$414,563	OtherDirectExpensesEvent1Amt
Event2	ALUMNI ASSOCIATION BENEFIT DINNER	Event2Nm
Gross Receipts Event2	$336,152	GrossReceiptsEvent2Amt
Charitable Contri Event2	$16,165	CharitableContriEvent2Amt
Gross Revenue Event2	$319,987	GrossRevenueEvent2Amt
Food And Beverage Event2	$142,140	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$162,345	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$400,169	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$306,546	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$93,623	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$12,178	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$94,327	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$44,479	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$26,276	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$3,083,971	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,321,911	CharitableContributionsTotAmt
Gross Revenue Total Events	$762,060	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$264,510	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$743,190	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,026,543	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$603,184	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,637,427	DirectExpenseSummaryEventsAmt
Net Income Summary	-$1,875,367	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses	FormAndLineReferenceDesc
Explanation	RUFFALO NOEL LEVITZ LLC-IN ADDITION TO THE PAYMENT OF FEES FOR PROFESSIONAL FUNDRAISING SERVICES, THE AGREEMENT ALSO STATES THAT THE CLIENT WILL REIMBURSE RUFFALO NOEL LEVITZ LLC ("RNL") FOR ALL STATE FILING FEE EXPENSES AND POSTAGE CHARGES INCURRED (WHICH WILL INCLUDE A 3% POSTAGE PROCESSING FEE). DETAILED INVOICES RECEIVED FROM RNL LISTED $167 FOR POSTAGE, DURING THE FISCAL YEAR ENDED JUNE 30, 2023.;	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE UNIVERSITY OF KANSAS
STRONG HALL	1450 JAYHAWK BLVD	LAWRENCE	KS	66045	486029925	SECTION 115	$171,003,195	STUDENT SCHOLARSHIPS AND FELLOWSHIPS, STUDENT AND FACULTY AWARDS AND PRIZES, FACULTY AND STAFF SALARY SUPPORT, GENERAL PROGRAM AND EDUCATIONAL SUPPORT, AND FACILITIES SUPPORT FOR THE UNIVERSITY OF KANSAS AND ITS CONTROLLED ORGANIZATIONS.
THE KANSAS UNIVERSITY ALUMNI ASSOCIATION
1266 OREAD AVENUE		LAWRENCE	KS	66045	480291250	501(C)(3)	$20,282,855	GENERAL SUPPORT TO FURTHER THE MISSION OF THE ALUMNI ASSOCIATION TO INFORM, ENGAGE, AND MOBILIZE THE KU COMMUNITY.
THE UNIVERSITY OF KANSAS HOSPITAL AUTHORITY
3901 RAINBOW BLVD		KANSAS CITY	MO	66160	481202402	SECTION 115	$12,675,759	SALARY AND FACILITY SUPPORT FOR THE UNIVERSITY OF KANSAS HEALTH SYSTEMS.
AD ASTRA EDUCATION FOUNDATION
C/O LATHROP 7300 W 110TH ST	STE 150	OVERLAND PARK	KS	66210	873611263	501(C)(3)	$473,459	SCHOLARSHIP SUPPORT FOR STUDENTS AT THE UNIVERSITY OF KANSAS FROM GROUPS WHO HAVE HISTORICALLY BEEN UNDERREPRESENTED.

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	Many disbursements in furtherance of the organization's exempt programs are made for University of Kansas student scholarships or for University employee salaries and similar expenses which are disbursed directly to the University, and which are incurred directly in the active conduct of activities constituting the exempt purpose or function for which the organization is organized and operated. Other disbursements in furtherance of the organization's exempt programs are made for the direct benefit of the University of Kansas, in accordance with accountable plan procedures and are subject to conditions established by the organization's governing board designed to ensure that individuals and organizations receiving disbursements from the organization in furtherance of its exempt programs are adequately investigated to ensure that they are qualifying recipients. Students receiving scholarships and fellowships are judged worthy by the University's assessment of the basis of academic achievement, financial need and similar standards, in accordance with applicable gift instruments.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES G CLARKE
Treasurer/SVP Investments	$363,051	$0	$367,810	$0	$0	$0	$116,481	$0	$813	$0	$848,155	$0	$0	$0
D JEROME DAVIES
Secretary/EVP Development (ENDING MAY 2023)	$317,584	$0	$50,000	$0	$0	$0	$134,185	$0	$16,592	$0	$518,361	$0	$0	$0
DANIEL J MARTIN
PRESIDENT (STARTING AUG 2022)	$201,994	$0	$0	$0	$0	$0	$4,643	$0	$5,340	$0	$211,977	$0	$0	$0
DALE W SEUFERLING
PRESIDENT (ENDING AUG 2022)	$470,528	$0	$0	$0	$1,798,209	$0	$663,912	$0	$9,337	$0	$2,941,986	$0	$1,506,358	$0
ALLISON LONG
SECRETARY (JUN '23)/SVP ADMIN & COO (JUL '22)	$244,475	$0	$0	$0	$0	$0	$92,162	$0	$1,218	$0	$337,855	$0	$0	$0
REBECCA L BLAESING
VP Medical Development	$228,282	$0	$0	$0	$0	$0	$32,564	$0	$698	$0	$261,544	$0	$0	$0
JAMES R MECHLER
Assoc SVP Development	$227,577	$0	$0	$0	$0	$0	$54,362	$0	$16,463	$0	$298,402	$0	$0	$0
STACY NUSS
VP Investments & Asst Treasurer	$207,307	$0	$115,898	$0	$0	$0	$125,731	$0	$643	$0	$449,579	$0	$0	$0
KRISTEN TONER
AVP, DEVELOPMENT	$215,464	$0	$0	$0	$0	$0	$34,483	$0	$12,790	$0	$262,737	$0	$0	$0
RYAN TONER
DIRECTOR OF INVESTMENTS	$150,801	$0	$54,266	$0	$0	$0	$41,343	$0	$7,569	$0	$253,979	$0	$0	$0
MARK WILSON
Vice President, Development Operations	$210,204	$0	$0	$0	$0	$0	$52,217	$0	$8,205	$0	$270,626	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companions	Regarding travel for companions, KU Endowment's written guidelines are as follows, "for spouse expenses to be reimbursable, the expense must be required by your supervisor and it is expected that the event in which your spouse is included will include spouses of guests, and both requirements should be stated on the reimbursement request." In keeping with this policy, travel expenses are reimbursed, and not treated as compensation, for a spouse to accompany an officer to assist in a volunteer capacity with donor development at several events, which also required attendance by the officer.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	Country club dues were paid on behalf of two officers and two highly compensated employee to promote fundraising efforts. These amounts are treated as compensation to these employees.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The Nonqualified Retirement Plan for Employees of the Kansas University Endowment Association (the "Nonqualified Plan'), is a supplemental nonqualified retirement plan described in Internal Revenue Code section 457(f) that provides benefits in excess of the limits imposed by Internal Revenue Code sections 401(a)(17) and 415 under The Kansas University Endowment Association's qualified retirement plan. A participant's Nonqualified Plan benefit vests on the earlier of the participant's attainment of age 65 or termination of employment without cause, and the benefit is paid in a lump sum within 60 days following the participant's termination of employment. During the year, three executive officers participated in the Nonqualified Plan and had deferred benefits reported in Sch. J, Part II, column C in the amounts of $359,978 for Dale Seuferling, $81,105 for James G. Clarke, and $64,793 for D. Jerome Davies. The amount reported for Dale Seuferling is column (F) is included in B(iii) as other reportable compensation. This amount is a payout of the nonqualified retirement plan and was included in column (C) of previously filed Forms 990. Stacy Nuss became newly vested and had deferred benefits reported in the amount of $11,743.
Schedule J, Part I, Line 7 Non-fixed payments	ONE OFFICER AND ONE "HIGHEST COMPENSATED EMPLOYEE" RECEIVED BONUS PAYMENTS THAT RESULTED FROM AN INCENTIVE COMPENSATION PLAN. ONE OFFICER RECEIVED A BONUS PAYMENT FOR EXEMPLARY SERVICE DURING THE YEAR. KU ENDOWMENT PROVIDES AN ANNUAL REVIEW OF ALL EMPLOYEE'S COMPENSATION AND THE BONUS PAYMENTS WERE APPROVED BY THE EXECUTIVE STAFF COMPENSATION COMMITTEE, AND THAT, WHEN COMBINED WITH EACH EMPLOYEES' REGULAR COMPENSATION, IS WITHIN THE BENCHMARK RANGE OF COMPARABLE SALARIES FOR EACH POSITION WITHIN KU ENDOWMENT'S MARKET PEERS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	209	ContributionCnt
Noncash Contributions Rpt F990	$10,147,781	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$170,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	3	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Column (b)	FormAndLineReferenceDesc
Explanation	The organization is reporting the number of donors.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 36,052,963 including grants of $ 36,052,963)(Revenue $ 818,505) Facilities support - Construction, furnishings and equipment funded by private giving fluctuates from year to year depending on the timeline of construction projects. More than two-thirds of the University of Kansas buildings and about 85% of the land available for campus expansion were made possible by private gifts.
Form 990, Part VI, Line 18 IRS Tax Exemption Determination Letter	KU Endowment was granted an exemption from federal income tax in 1934, and received additional confirmations of this exemption over the years, and most recently on October 18, 2010. A copy of the latter is available on the organization's website under the tab, "resources," "financials and forms," "IRS determination letter."
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The bylaws of the organization provide the business and affairs of the organization shall be managed under the direction of the executive committee of the trustees. The executive committee shall have the same authority, responsibility and powers as a board of directors. The bylaws allow for the executive committee to consist of the chair of the trustees, immediate past chair of the trustees, and not less than six nor more than thirteen additional members to be elected by the trustees. The committee will also have the following ex-officio, non-voting members: the chancellor of the University of Kansas, and the president, secretary, and treasurer of the organization.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	The bylaws of the organization provide for a board of trustees to be comprised of 50 to 75 members, none of which receive compensation for their position as trustee. The board of trustees are reserved a limited number of powers which include: 1.) election or removal or to fill vacancies in the executive committee; and 2.) election of the chair of the executive committee. The other powers provided to the members of the board of trustees are outlined in the explanation to question 7b below.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The limited powers of the members of the board of trustees of the organization also include: 1.) election or removal or to fill vacancies of the members of the board of trustees; 2.) change in the number of members of the board of trustees; 3.) amendment of the articles of incorporation; and 4.) liquidation or dissolution of KU Endowment, or disposition of all, or substantially all, of the assets of KU Endowment, or any merger of KU Endowment into or with another corporation. The bylaws do not grant the members of the board of trustees any other powers other than those indicated above. A full list of the members of the board of trustees can be found on the organization's website: www.kuendowment.org
Form 990, Part VI, Line 11b Review of form 990 by governing body	Form 990 is prepared internally by the Tax Compliance Manager. An internal review of the return is completed by appropriate KU Endowment personnel. An external tax preparer then completes a review of the return. A draft copy of Form 990 is provided to the audit committee to review and recommend revisions. Any such recommendations are provided in a timely manner to incorporate them in the return before transmittal to the IRS. The audit committee reviews the 990 on behalf of the governing body (the executive committee) and recommends approval of the 990 by the executive committee. The final version of the 990 is placed on the trustee intranet for the executive committee to review prior to filing. After transmittal of the final return to the IRS, a copy of the return is placed on the organization's public website.
Form 990, Part VI, Line 12c Conflict of interest policy	An annual conflict of interest disclosure is requested from all current members of the Executive Committee, members of committees with Executive Committee-delegated powers, officers and key employees. To monitor and enforce compliance with the conflict of interest policy, the following procedures have been established: 1. Duty to Disclose a. In connection with any actual or possible conflicts of interest, an interested person must promptly disclose the existence and all material facts about the nature of his or her financial interests to the Executive Committee or the other members of committees with Executive Committee-delegated powers prior to such committee authorizing or approving KU Endowment or one of its subsidiaries entering into or negotiating a proposed transaction or arrangement. b. Unless previously disclosed in accordance with this Policy, in connection with any actual or possible conflicts of interest, an interested person must promptly disclose the existence and all material facts about the nature of his or her financial interests to the Executive Committee or the President of KU Endowment whenever such person becomes aware that (i) KU Endowment or one of its subsidiaries already has an existing transaction or arrangement in which such interested person has or is acquiring a financial interest or (ii) the Executive Committee, a committee with Executive Committee-delegated authority or any officer of KU Endowment or one of its subsidiaries is deliberating about or deciding whether to take an action or to refrain from taking an action with respect to a transaction or arrangement with respect to which such interested person has a financial interest. 2. Determining Whether a Conflict of Interest Exists After disclosure of the financial interest, the interested person shall leave, or not attend, as the case may be, any portion of a meeting of the Executive Committee or committee with Executive Committee-delegated powers while the financial interest is discussed and voted upon by the remaining members of such committee. The remaining Executive Committee members or committee members, as the case may be, shall decide if a conflict of interest exists and, if so, will address it. 3. Procedures for Addressing the Conflict of Interest a. The chairperson of the Executive Committee or committee with Executive Committee-delegated powers shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement or, in the case of an existing transaction or arrangement, taking or refraining from taking action with respect to such existing transaction or arrangement. b. After exercising due diligence, the Executive Committee or committee with Executive Committee-delegated powers shall determine whether KU Endowment can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Executive Committee or committee with Executive Committee-delegated powers shall determine by a majority vote of the disinterested members whether or not: (i) the transaction or arrangement, or the action or refraining from taking action, as the case may be, is in KU Endowment's best interests; (ii) the transaction or arrangement or action or refraining from taking action, as the case may be, is for KU Endowment's own benefit; (iii) the transaction or arrangement or action or refraining from taking action, as the case may be, is fair and reasonable to KU Endowment; and (iv) to enter into the transaction or arrangement or take or refrain from taking action, as the case may be, in conformity with such determinations. 4. Violations of the Conflict of Interest Policy a. If the Executive Committee or committee with Executive Committee-delegated powers has reasonable cause to believe that an individual is an interested person who has failed to disclose actual or possible conflicts of interest, it shall inform the individual of the basis for such belief and afford the individual an opportunity to explain the alleged failure to disclose. b. If, after hearing the response of such an individual and making such further investigation as may be warranted in the circumstances, the Executive Committee or committee with Executive Committee-delegated powers determines that the individual has in fact failed to disclose an actual or possible conflict of interest, it shall take, or direct the President of KU Endowment to take, appropriate disciplinary and corrective action.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation of officers and such other persons as designated by the executive committee shall be determined by the compensation committee and be confirmed by the executive committee. The executive committee may adjust compensation determined by the compensation committee whenever, in its judgment, the best interests of KU Endowment would be served thereby. A compensation committee of not less than five nor more than eight trustees shall be appointed annually by the chair of the executive committee. The chair of the executive committee shall designate one compensation committee member as chair. A majority in number of the committee shall constitute a quorum. The compensation committee must consist of individuals who (I) do not have a conflict of interest with respect to compensation arrangements or transactions; (II) have obtained and relied upon appropriate data as to comparability prior to making any determination; and (III) adequately document the basis for committee decisions concurrently with making determinations. The committee is directed to act in a manner that will avoid the intermediate sanctions provisions of the internal revenue code. Its duties shall be the review, study and recommendation of reasonable and necessary compensation for officers and employees of KU Endowment and any and all such additional functions as may from time to time be designated by the executive committee.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	The organization uses the same process described above in 15a for other officers or key employees of the organization.
Form 990, Part VI, Line 19 Required documents available to the public	KU Endowment's financial statements are available on the organization's website under the tab "resources," "financials and forms," "2022 audit report." Also, a copy of the organization's currently filed form 990 is available in the same location on the organization's website. Schedule O of the form 990 provides a description of the organization's conflict of interest policy and certain other aspects of its governing documents, such as trustee elections and voting powers.
Form 990, Part VII, Section B, Line 1	IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONTRACTED SERVICES MAY INCLUDE EXPENSE REIMBURSEMENT, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Amortization of Pension Adjustments - 3333537; Change in Net Interest in KU Endowment Charitable Gift Fund - -72846; Change in Value of Life Income Gifts - 99135; Change in Value of Life Insurance - 3447964;
Schedule F, Part I, Line 3	The amount for "Investments" represents the total book value of all investments in the region as of June 30, 2023. Such investments by the organization are passive and do not constitute any activity related to the organization's program services. Income from these holdings are reported net of related investment expenses, which are disclosed as a note to the audited financial statements.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CWAPTS LLC
PO Box 928	Lawrence	KS	660440928	453170274	Rental Real Estate	KS	$76,180	$1,408,179	The Kansas University Endowment Association
RGAPTS LLC
PO Box 928	Lawrence	KS	660440928	461289542	Rental Real Estate	KS	$202,624	$1,382,041	The Kansas University Endowment Association
RCP LLC
PO Box 928	Lawrence	KS	660440928	320392147	Rental Real Estate	KS	$60,857	$2,737,362	The Kansas University Endowment Association
STADPKG LLC
PO Box 928	Lawrence	KS	660440928	813579421	Rental Real Estate	KS	$2,280	$604,866	The Kansas University Endowment Association
KUGC LLC
PO Box 928	Lawrence	KS	660440928	823028127	Rental Real Estate	KS	$0	$2,658,790	The Kansas University Endowment Association
WEST DISTRICT IMPROVEMENT COMPANY LLC
PO BOX 928	LAWRENCE	KS	660440928	871743032	RENTAL REAL ESTATE	KS	$0	$13,201,082	THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
HAPTS LLC
PO BOX 928	LAWRENCE	KS	660440928	871792687	RENTAL REAL ESTATE	KS	$28,283	$3,267,197	THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
CAMBRIDGE WEST EQUITY LLC
PO BOX 928	LAWRENCE	KS	660440928	872278638	RENTAL REAL ESTATE	KS	$0	$3,866,667	THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
CWE2 LLC
PO Box 928	Lawrence	KS	660440928	934427212	RENTAL REAL ESTATE	KS	$0	$1,589,281	THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
The KU Endowment Charitable Gift Fund
PO Box 928	Lawrence	KS	660440928	200317170	Support for KU Endowment and 501(c)(3)'s named in governing document.	KS	501(c)(3)	Type I	The Kansas University Endowment Association	Yes (true)
Leon Karelitz Charitable Trust
PO Box 928	Lawrence	KS	660440928	616400249	Support for KU Endowment pursuant to governing document.	KS	501(c)(3)	Type I	The Kansas University Endowment Association	Yes (true)
Virgil and Pauline Brown Memorial Trust
PO Box 928	Lawrence	KS	660440928	467074121	Support for KU Endowment pursuant to governing document.	KS	501(c)(3)	Type I	The Kansas University Endowment Association	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
Charitable Remainder Trusts (43)
Split interest trusts providing support to KU Endowment	KS	NA	Trust	false
Charitable Remainder Trusts (4)
Split Interest Trusts providing support to KU Endowment	MO	NA	Trust	false
Charitable Remainder Trusts (3)
Split interest trusts providing support to KU Endowment	TX	NA	Trust	false
Agnes Lauretta McClair Testamentary Trust
Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment	KS	NA	Trust	false	c/o Bank of America	PO Box 653067	Dallas	TX	752653067	486126736	-$24,808	$932,657	1
Mary Sellars Fund
Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment	KS	NA	Trust	false	c/o Bank of America	PO Box 831	Dallas	TX	752831041	486203686	$60,925	$319,031	1
Lorraine M Love Charitable Remainder Unitrust
Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment	KS	NA	Trust	false	PO Box 700		Junction City	KS	664410700	481247473	$2,492	$87,596	1

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Electing OrganizationElectingOrganizationInd	Total Grassroots LobbyTotalGrassrootsLobbyAmt	Total Direct LobbyTotalDirectLobbyAmt	Total Lobby ExpenditureTotalLobbyExpenditureAmt	Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt	Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt	Lobby NontxLobbyNontxAmt	Grassroots NontxGrassrootsNontxAmt	Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt	Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt	Share Excess Lobby ExpendShareExcessLobbyExpendAmt
The Kansas University Endowment Association
PO Box 928	Lawrence	KS	660440928	480547734	Yes (X)	$0	$0	$0	$204,435,268	$204,435,268	$1,000,000	$250,000	$0	$0	$0
The KU Endowment Charitable Gift Fund
PO Box 928	Lawrence	KS	660440928	200317170		$0	$0	$0	$500,000	$500,000	$100,000	$25,000	$0	$0	$0
Leon Karelitz Charitable Trust
PO Box 928	Lawrence	KS	660440928	616400249		$0	$0	$0	$35,494	$35,494	$7,099	$1,775	$0	$0	$0
Virgil and Pauline Brown Memorial Trust
PO Box 928	Lawrence	KS	660440928	467074121		$0	$0	$0	$1,476	$1,476	$295	$74	$0	$0	$0