KANSAS UNIVERSITY ENDOWMENT ASSOC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: KANSAS UNIVERSITY ENDOWMENT ASSOC (EIN 48-0547734)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-11
IRS object ID: 202111319349304761
Schema version: 2019v5.0
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 L
Schedule M
Schedule O
Schedule R
Affiliated Group Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-11T21:31:09-05:00	ReturnTs
Tax Period End	2020-06-30	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 & Young US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7676 Forsyth Boulevard Suite 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	2019-07-01	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
Signature	2021-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jennifer Richter	PreparerPersonNm
PTIN	P00366526	PTIN
Phone	3142901000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	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	Dale Seuferling	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	$485,201,275	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	11	VotingMembersIndependentCnt
Total Employee	306	TotalEmployeeCnt
Total Volunteers	74	TotalVolunteersCnt
Total Gross UBI	-$954,694	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$223,719,260	PYContributionsGrantsAmt
CY Contributions Grants	$144,015,515	CYContributionsGrantsAmt
PY Program Service Revenue	$4,570,475	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,106,506	CYProgramServiceRevenueAmt
PY Investment Income	$103,783,500	PYInvestmentIncomeAmt
CY Investment Income	$75,109,493	CYInvestmentIncomeAmt
PY Other Revenue	$22,382,193	PYOtherRevenueAmt
CY Other Revenue	$6,259,662	CYOtherRevenueAmt
PY Total Revenue	$354,455,428	PYTotalRevenueAmt
CY Total Revenue	$228,491,176	CYTotalRevenueAmt
PY Grants And Similar Paid	$172,744,119	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$159,991,182	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$18,173,441	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$17,547,003	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$272,038	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$346,504	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$12,914,652	CYTotalFundraisingExpenseAmt
PY Other Expenses	$11,744,203	PYOtherExpensesAmt
CY Other Expenses	$9,596,263	CYOtherExpensesAmt
PY Total Expenses	$202,933,801	PYTotalExpensesAmt
CY Total Expenses	$187,480,952	CYTotalExpensesAmt
PY Revenues Less Expenses	$151,521,627	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$41,010,224	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,188,644,850	TotalAssetsBOYAmt
Total Assets EOY	$2,197,256,847	TotalAssetsEOYAmt
Total Liabilities BOY	$117,307,393	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$125,405,495	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,071,337,457	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,071,851,352	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	$49,890,318	ExpenseAmt
Grant	$49,890,318	GrantAmt
Revenue	$8,115,841	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	$47,431,781	ExpenseAmt
Grant	$47,431,781	GrantAmt
Revenue	$0	RevenueAmt
Desc	Faculty support includes over 200 named, endowed positions, including 3 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	$41,929,095	ExpenseAmt
Grant	$41,929,095	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, 79 new endowed scholarship and student support funds were created and about 8,200 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	$20,739,988	ExpenseAmt
Grant	$20,739,988	GrantAmt
Revenue	$1,230,533	RevenueAmt
Desc	Facilities support - Construction, furnishings and equipment funded by private giving fluctuates from year to year depending on the timeline of construction projects. This fiscal year saw the completion of the Stauffer-Flint Hall, School of Journalism and Mass Communications, renovation. 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	$20,739,988	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$20,739,988	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,230,533	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$159,991,182	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	Yes (true)	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	1247	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	306	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	11	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	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	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	MO	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 (22 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	40.0	0.1	Yes (X)	Yes (X)	$279,015	$0	$92,101
Dale W Seuferling
President	40.0	0.1	Yes (X)	Yes (X)	$490,419	$0	$77,440
James G Clarke
Treasurer/SVP Investments	40.0	0.1	Yes (X)	Yes (X)	$304,264	$0	$53,020
David B Dillon
Chair, Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
Deanell Reece Tacha
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
Howard E Cohen
Executive Committee-Volunteer Starting Oct'19)	4.0	0	Yes (X)		$0	$0	$0
Janet Martin McKinney
Executive Committee-Volunteer (Starting Oct'19)	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
Executive Committee-Volunteer	4.0	0.1	Yes (X)		$0	$0	$0
Lydia I Beebe
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
MD Michaelis
Vice Chair (Starting Oct'19), Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
Robert D Taylor
Executive Committee-Volunteer	4.0	0.1	Yes (X)		$0	$0	$0
Steve Sloan
Executive Committee-Volunteer	4.0	0	Yes (X)		$0	$0	$0
Todd L Sutherland
Executive Committee - Volunteer	4.0	0	Yes (X)		$0	$0	$0
William R Docking
Vice Chair, Executive Committee-Volunteer (Ending Oct'19)	4.0	0	Yes (X)		$0	$0	$0
Rebecca L Blaesing
VP Medical Development	40.0	0			$202,056	$0	$46,245	Yes (X)
Clark Cropp
SVP Administration & COO	40.0	0			$239,060	$0	$91,557		Yes (X)
James R Mechler
Assoc SVP Development	40.0	0			$205,589	$0	$62,565		Yes (X)
John A Morrison Jr
VP Gift Planning	40.0	0			$170,779	$0	$67,632		Yes (X)
Stacy Nuss
VP Investments & Asst Treasurer	40.0	0.1			$176,883	$0	$53,012		Yes (X)
William S Green
SVP Information Systems & Services	40.0	0			$182,907	$0	$86,127		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,250,972	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$629,699	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	31	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	$2,269,408
Lathrop and Gage LLP
2345 Grand Blvd	Kansas City	MO	64108	Legal Services	$400,067	Ste 2800
Hutton Corporation
2229 S West St	Wichita	KS	67213	Construction	$297,789
1607 Capital Partners LLC
13 S 13th St	Richmond	VA	232194101	Investment Management	$285,137	Ste 400
Harvest Graphics LLC
14625 W 100th St	Lenexa	KS	66215	Printing	$145,149

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,467,724	FundraisingAmt
Related Organizations	$70,462	RelatedOrganizationsAmt
Government Grants	$21,650,160	GovernmentGrantsAmt
All Other Contributions	$120,827,169	AllOtherContributionsAmt
Noncash Contributions	$11,259,967	NoncashContributionsAmt
Total Contributions	$144,015,515	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Loan Interest	522200	$1,875,973	$1,875,973
Apartment Rentals	531110	$537,525	$537,525
Building Lease	531120	$265,000	$265,000
Other Real Estate Income	531390	$428,008	$428,008

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	$3,106,506	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$46,286,667	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,912,922	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$961,361	UnrelatedBusinessRevenueAmt
Exclusion	$45,335,106	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$490,911	TotalRevenueColumnAmt
Exclusion	$490,911	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	$284,787,455	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$255,964,629	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$28,822,826	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,822,826	TotalRevenueColumnAmt
Exclusion	$28,822,826	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$572,330	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,467,724	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$745,470	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$173,140	TotalRevenueColumnAmt
Exclusion	-$173,140	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Agriculture	110000	$1,608,278	$1,608,278
Oil & Gas Extraction	211110	$6,667		$6,667
Other Receipts	900099	$4,326,946			$4,326,946

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	$5,941,891	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$228,491,176	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,346,374	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$954,694	UnrelatedBusinessRevenueAmt
Exclusion	$76,083,981	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$159,991,182	TotalAmt
Program Services	$159,991,182	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,592,048	TotalAmt
Management And General	$953,836	ManagementAndGeneralAmt
Fundraising	$638,212	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$138,645	TotalAmt
Fundraising	$138,645	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$11,869,249	TotalAmt
Management And General	$4,079,254	ManagementAndGeneralAmt
Fundraising	$7,789,995	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,518,188	TotalAmt
Management And General	$665,134	ManagementAndGeneralAmt
Fundraising	$853,054	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,476,606	TotalAmt
Management And General	$668,265	ManagementAndGeneralAmt
Fundraising	$808,341	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$952,267	TotalAmt
Management And General	$408,969	ManagementAndGeneralAmt
Fundraising	$543,298	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$69,686	TotalAmt
Management And General	$124,234	ManagementAndGeneralAmt
Fundraising	-$54,548	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$197,109	TotalAmt
Management And General	$197,109	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$346,504	TotalAmt
Fundraising	$346,504	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,374,256	TotalAmt
Management And General	$4,374,256	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$655,126	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$317,261	ManagementAndGeneralAmt
Fundraising	$337,865	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$385,033	TotalAmt
Management And General	$23,631	ManagementAndGeneralAmt
Fundraising	$361,402	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$752,186	TotalAmt
Management And General	$222,253	ManagementAndGeneralAmt
Fundraising	$529,933	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$259,150	TotalAmt
Management And General	$234,632	ManagementAndGeneralAmt
Fundraising	$24,518	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$330,245	TotalAmt
Management And General	$305,454	ManagementAndGeneralAmt
Fundraising	$24,791	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$124,046	TotalAmt
Management And General	$83,497	ManagementAndGeneralAmt
Fundraising	$40,549	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$572,107	TotalAmt
Management And General	$122,539	ManagementAndGeneralAmt
Fundraising	$449,568	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$102,043	TotalAmt
Management And General	$55,099	ManagementAndGeneralAmt
Fundraising	$46,944	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,484,645	TotalAmt
Management And General	$1,476,581	ManagementAndGeneralAmt
Fundraising	$8,064	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$149,690	TotalAmt
Management And General	$143,067	ManagementAndGeneralAmt
Fundraising	$6,623	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Loan Commissions	$47,901	$47,901
Dues	$39,105	$19,805	$19,300
Equipment & Furnishings	$10,714	$9,120	$1,594
Unrelated Business Income Tax	$43,221	$43,221

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	$187,480,952	TotalAmt
Program Services	$159,991,182	ProgramServicesAmt
Management And General	$14,575,118	ManagementAndGeneralAmt
Fundraising	$12,914,652	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,794,009	BOYAmt
EOY	$10,019,624	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$98,414,978	BOYAmt
EOY	$87,536,170	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$109,663,870	BOYAmt
EOY	$86,991,699	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,057,364	BOYAmt
EOY	$8,919,816	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	$68,492,723	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$17,487,361	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$48,394,300	BOYAmt
EOY	$51,005,362	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$882,413,666	BOYAmt
EOY	$848,021,575	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$944,342,372	BOYAmt
EOY	$1,019,687,378	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$28,451,873	BOYAmt
EOY	$30,079,797	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$56,112,418	BOYAmt
EOY	$54,995,426	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,188,644,850	BOYAmt
EOY	$2,197,256,847	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$47,593,924	BOYAmt
EOY	$55,174,328	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$69,713,469	BOYAmt
EOY	$70,231,167	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	$117,307,393	BOYAmt
EOY	$125,405,495	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	$200,546,986	BOYAmt
EOY	$204,865,115	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,870,790,471	BOYAmt
EOY	$1,866,986,237	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,071,337,457	BOYAmt
EOY	$2,071,851,352	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,188,644,850	BOYAmt
EOY	$2,197,256,847	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$41,010,224	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$30,624,126	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$9,872,203	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	$140,463,369	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$119,120,542	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$211,067,028	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$223,719,260	CurrentTaxYearMinus1YearAmt
Current Tax Year	$144,015,515	CurrentTaxYearAmt
Total	$838,385,714	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	$140,463,369	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$119,120,542	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$211,067,028	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$223,719,260	CurrentTaxYearMinus1YearAmt
Current Tax Year	$144,015,515	CurrentTaxYearAmt
Total	$838,385,714	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$60,650,707	SubstantialContributorsTotAmt
Public Support Total170	$777,735,007	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,796,443	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,831,290	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$43,524,983	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$53,624,863	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,006,625	CurrentTaxYearAmt
Total	$197,784,204	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	$1,036,169,918	TotalSupportAmt
Gross Receipts Rltd Activities	$55,657,362	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.7506	PublicSupportCY170Pct
Public Support PY170	0.7537	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)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

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

Total Lobbying Expend TotalLobbyingExpendGrp

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

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$159,991,182	FilingOrganizationsTotalAmt
Affiliated Group Total	$159,991,182	AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$159,991,182	FilingOrganizationsTotalAmt
Affiliated Group Total	$159,991,182	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	$682,732	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,105,797,633	BeginningYearBalanceAmt
Contributions	$48,450,983	ContributionsAmt
Investment Earnings Or Losses	$88,675,713	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,452,293	GrantsOrScholarshipsAmt
Other Expenditures	$22,933,283	OtherExpendituresAmt
End Year Balance	$1,203,538,753	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,005,225,165	BeginningYearBalanceAmt
Contributions	$31,843,857	ContributionsAmt
Investment Earnings Or Losses	$104,544,238	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,915,652	GrantsOrScholarshipsAmt
Other Expenditures	$20,899,975	OtherExpendituresAmt
End Year Balance	$1,105,797,633	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,020,215,390	BeginningYearBalanceAmt
Contributions	$34,212,862	ContributionsAmt
Investment Earnings Or Losses	-$14,895,996	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,903,301	GrantsOrScholarshipsAmt
Other Expenditures	$19,403,790	OtherExpendituresAmt
End Year Balance	$1,005,225,165	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.2336	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.2805	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.4859	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	$18,626,573	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$16,828,407	OtherCostOrOtherBasisAmt
Book Value	$35,454,980	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,858,975	OtherCostOrOtherBasisAmt
Depreciation	$14,349,269	DepreciationAmt
Book Value	$14,509,706	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,105,350	OtherCostOrOtherBasisAmt
Depreciation	$3,138,092	DepreciationAmt
Book Value	$967,258	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$73,418	InvestmentCostOrOtherBasisAmt
Book Value	$73,418	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$51,005,362	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Hedge Funds	$445,609,329	F
Other LLC's and LLP's	$106,509,276	F
Private Investments	$466,080,868	F
Real Estate, Royalty & Mineral Interests	$1,487,905	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,019,687,378	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$193,404,181	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$30,624,126	NetUnrealizedGainsInvstAmt
Other Revenue	-$387,973	OtherRevenueAmt
Revenue Not Reported	-$31,012,099	RevenueNotReportedAmt
Revenue Subtotal	$224,416,280	RevenueSubtotalAmt
Investment Expenses Not Incld	$4,074,896	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$4,074,896	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$228,491,176	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$192,890,286	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$9,484,230	OtherExpensesIncludedAmt
Expenses Not Reported	$9,484,230	ExpensesNotReportedAmt
Expenses Subtotal	$183,406,056	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$4,074,896	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$4,074,896	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$187,480,952	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 3,715 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 - -863055 CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND - 90172 FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) - 745470 CHANGE IN VALUE OF LIFE INSURANCE CASH VALUE - -360560
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) - 745470 AMORTIZATION OF PENSION ADJUSTMENTS - 8738760

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$427,595,000
Europe (Including Iceland and Greenland)	Investments	$41,504,000
Europe (Including Iceland and Greenland)	Fundraising	$4,000

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	$469,103,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$469,103,000	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	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	FormAndLineReferenceDesc
Explanation	The amount for "Investments" represents the total book value of all investments in the region as of June 30, 2020. 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.	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

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Grenzebach Glier and Associates Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 N Michigan Ave	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Activity	Fundraising Consulting and Analysis	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$346,504	RetainedByContractorAmt
Net To Organization	-$346,504	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$0	TotalGrossReceiptsAmt
Total Retained By Contractors	$346,504	TotalRetainedByContractorsAmt
Total Net To Organization	-$346,504	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	HI	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	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	$1,729,660	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,238,536	CharitableContriEvent1Amt
Gross Revenue Event1	$491,124	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$93,468	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$72,358	FoodAndBeverageEvent1Amt
Entertainment Event1	$224,192	EntertainmentEvent1Amt
Other Direct Expenses Event1	$291,198	OtherDirectExpensesEvent1Amt
Event2	PARKINSON DISEASE RESEARCH 5K/10K RUN	Event2Nm
Gross Receipts Event2	$89,086	GrossReceiptsEvent2Amt
Charitable Contri Event2	$68,548	CharitableContriEvent2Amt
Gross Revenue Event2	$20,538	GrossRevenueEvent2Amt
Other Events Total	11	OtherEventsTotalCnt
Gross Receipts Other Events	$221,308	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$160,640	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$60,668	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$13,684	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$31,157	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$2,361	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$17,052	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,040,054	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,467,724	CharitableContributionsTotAmt
Gross Revenue Total Events	$572,330	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$107,152	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$103,515	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$226,553	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$308,250	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$745,470	DirectExpenseSummaryEventsAmt
Net Income Summary	-$173,140	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 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	$147,202,816	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)	$2,691,802	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	KS	66160	481202402	SECTION 115	$10,096,564	Salary and facility support for the University of Kansas Health Systems.

Field	Value	IRS element (for citing)
Total501c3 Org	3	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 (9 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	$304,264	$0	$0	$0	$0	$0	$52,221	$0	$799	$0	$357,284	$0	$0	$0
D Jerome Davies
Secretary/EVP Development	$279,015	$0	$0	$0	$0	$0	$76,405	$0	$15,696	$0	$371,116	$0	$0	$0
Dale W Seuferling
President	$490,419	$0	$0	$0	$0	$0	$61,692	$0	$15,748	$0	$567,859	$0	$0	$0
Rebecca L Blaesing
VP Medical Development	$202,056	$0	$0	$0	$0	$0	$45,628	$0	$617	$0	$248,301	$0	$0	$0
Clark Cropp
SVP Administration & COO	$239,060	$0	$0	$0	$0	$0	$79,137	$0	$12,420	$0	$330,617	$0	$0	$0
William S Green
SVP Information Systems & Services	$180,407	$0	$2,500	$0	$0	$0	$73,937	$0	$12,190	$0	$269,034	$0	$0	$0
James R Mechler
Assoc SVP Development	$205,589	$0	$0	$0	$0	$0	$47,009	$0	$15,556	$0	$268,154	$0	$0	$0
John A Morrison Jr
VP Gift Planning	$170,779	$0	$0	$0	$0	$0	$52,677	$0	$14,955	$0	$238,411	$0	$0	$0
Stacy Nuss
VP Investments & Asst Treasurer	$176,883	$0	$0	$0	$0	$0	$52,465	$0	$547	$0	$229,895	$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 benefits in the amounts of $17,039 for Dale Seuferling, $5,124 for James G. Clarke, and $4,133 for D. Jerome Davies. However, none of the participants became vested and no benefits were paid during the year.
Schedule J, Part I, Line 7 Non-fixed payments	One "highest compensated employee" received a bonus payment that resulted from KU Endowment's annual review of all employee's compensation. The bonus was for exemplary service during the year. 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 L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kelly Watson Muther	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Daughter of Kurt D. Watson, member of Executive Committee for the Organization	RelationshipDescriptionTxt
Transaction	$138,645	TransactionAmt
Transaction	Employee compensation	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	249	ContributionCnt
Noncash Contributions Rpt F990	$9,051,958	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	1	ContributionCnt
Noncash Contributions Rpt F990	$2,022,240	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	2	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 (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 20,739,988 including grants of $ 20,739,988)(Revenue $ 1,230,533) Facilities support - Construction, furnishings and equipment funded by private giving fluctuates from year to year depending on the timeline of construction projects. This fiscal year saw the completion of the Stauffer-Flint Hall, School of Journalism and Mass Communications, renovation. 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 provides 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 2 Family/business relationships amongst interested persons	David Dillon and Robert Taylor - Business relationship, M.D. Michaelis and Kurt Watson - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents	The bylaws of the organization were amended as of June 22, 2020. The Amendment consisted of replacing Article XIV. "Conflict of Interest" with a revised article to reflect a separate Conflict of Interest Policy, rather than including the full language in the Bylaws.
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," "2020 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 - -8738760; Change in Net Interest in KU Endowment Charitable Gift Fund - 90172; Change in Value of Life Income Gifts - -863055; Change in Value of Life Insurance - -360560;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 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	$269,320	$3,222,601	The Kansas University Endowment Association
RGAPTS LLC
PO Box 928	Lawrence	KS	660440928	461289542	Rental Real Estate	KS	$177,073	$1,340,517	The Kansas University Endowment Association
RCP LLC
PO Box 928	Lawrence	KS	660440928	320392147	Rental Real Estate	KS	$38,051	$2,738,323	The Kansas University Endowment Association
FOBN LLC
PO Box 928	Lawrence	KS	660440928	262224126	Rental Real Estate	KS	$0	$0	The Kansas University Endowment Association
STADPKG LLC
PO Box 928	Lawrence	KS	660440928	813579421	Rental Real Estate	KS	$0	$604,866	The Kansas University Endowment Association
KUGC LLC
PO Box 928	Lawrence	KS	660440928	823028127	Rental Real Estate	KS	$0	$2,933,329	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 (52)
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 831	Dallas	TX	752831041	486126736	$57,682	$866,489	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	$18,840	$293,520	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	66441	481247473	$6,731	$102,789	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	false	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	$159,991,182	$159,991,182	$1,000,000	$250,000	$0	$0	$0
The KU Endowment Charitable Gift Fund
PO Box 928	Lawrence	KS	660440928	200317170		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Leon Karelitz Charitable Trust
PO Box 928	Lawrence	KS	660440928	616400249		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Virgil and Pauline Brown Memorial Trust
PO Box 928	Lawrence	KS	660440928	467074121		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0