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The KU Endowment Charitable Gift Fund: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
The KU Endowment Charitable Gift Fund (EIN 20-0317170)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-11
IRS object ID
202141319349304609
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-11T21:30:51-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ernst & Young US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17676 Forsyth Boulevard Suite 2600AddressLine1Txt
CityClaytonCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200317170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The KU Endowment Charitable Gift FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKUENBusinessNameControlTxt
Phone7858327400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 928AddressLine1Txt
CityLawrenceCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660440928ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames G ClarkePersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer RichterPreparerPersonNm
PTINP00366526PTIN
Phone3142901000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dale SeuferlingBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 928AddressLine1Txt
CityLawrenceCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660440928ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$338,281GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTo support the charitable organizations specified in Schedule A, Part IActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$375,324PYInvestmentIncomeAmt
CY Investment Income$338,281CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$375,324PYTotalRevenueAmt
CY Total Revenue$338,281CYTotalRevenueAmt
PY Grants And Similar Paid$422,391PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,040PYOtherExpensesAmt
CY Other Expenses$2,713CYOtherExpensesAmt
PY Total Expenses$423,431PYTotalExpensesAmt
CY Total Expenses$2,713CYTotalExpensesAmt
PY Revenues Less Expenses-$48,107PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$335,568CYRevenuesLessExpensesAmt
Total Assets BOY$8,160,352TotalAssetsBOYAmt
Total Assets EOY$8,223,976TotalAssetsEOYAmt
Total Liabilities BOY$704,224TotalLiabilitiesBOYAmt
Total Liabilities EOY$641,333TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,456,128NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,582,643NetAssetsOrFundBalancesEOYAmt
MissionTo strengthen the University and communities that have touched the lives of KU alumni and friends, the mission of The KU Endowment Charitable Gift Fund is to receive and administer gifts and bequests to further the charitable objectives of the Kansas University Endowment Association and a number of community foundations across the country.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$0ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescThe KU Endowment Charitable Gift Fund makes it possible for a donor to support other charities (as listed on Schedule A) while at least 25% of their charitable gifts further the mission of the University of Kansas. A donor can establish a charitable remainder unitrust or a donor advised fund where other 501(c)(3) charities may be benefited in addition to the Kansas University Endowment Association.Desc
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James Clarke TreasurerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7858327400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11891 Constant AvenueAddressLine1Txt
CityLawrenceCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660473743ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Kurt D Watson
Chair (Volunteer)0.14.0Yes (X)$0$0$0
Linda Ellis Sims
Secretary (Volunteer)0.14.0Yes (X)$0$0$0
Robert D Taylor
Vice Chair (Volunteer)0.14.0Yes (X)$0$0$0
D Jerome Davies
SVP Development0.140.0$0$279,015$92,101Yes (X)
Dale W Seuferling
President0.140.0$0$490,419$77,440Yes (X)
James G Clarke
Treasurer0.140.0$0$304,264$53,020Yes (X)
Stacy Nuss
Assistant Secretary0.140.0$0$176,883$53,012Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,250,581TotReportableCompRltdOrgAmt
Total Other Compensation$275,573TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$338,281TotalRevenueColumnAmt
Exclusion$338,281ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$338,281TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$338,281ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$500ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,173TotalAmt
Management And General$2,173ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescAnnual Report FeeDesc
Total$40TotalAmt
Management And General$40ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,713TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,713ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,193BOYAmt
EOY$161,748EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$103,610BOYAmt
EOY$103,078EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,902,549BOYAmt
EOY$7,959,150EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,160,352BOYAmt
EOY$8,223,976EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$704,224BOYAmt
EOY$641,333EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$704,224BOYAmt
EOY$641,333EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,681BOYAmt
EOY$1,976EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,452,447BOYAmt
EOY$7,580,667EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,456,128BOYAmt
EOY$7,582,643EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,160,352BOYAmt
EOY$8,223,976EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$335,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$172,000NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$37,053OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations39SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (39 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
The Kansas University Endowment Association
4805477345Yes (true)$0$0
The Arizona Community Foundation
8603483067Yes (true)$0$0
Community Foundation for Southern Arizona
9426817657Yes (true)$0$0
California Community Foundation
9535100557Yes (true)$0$0
Orange County Community Foundation
3303787787Yes (true)$0$0
The San Diego Foundation
9529425827Yes (true)$0$0
Silicon Valley Community Foundation
2052054887Yes (true)$0$0
East Bay Community Foundation
9460709968Yes (true)$0$0
Marin Community Foundation
9430079798Yes (true)$0$0
San Francisco Foundation
0106793377Yes (true)$0$0
The Community Foundation Serving Boulder County
8411718368Yes (true)$0$0
The Denver Foundation
8460483817Yes (true)$0$0
Rose Community Foundation
8409208627Yes (true)$0$0
Greater Washington Community Foundation
2373431197Yes (true)$0$0
St Louis Community Foundation
4360231267Yes (true)$0$0
New York Community Trust
1330622148Yes (true)$0$0
Tulsa Community Foundation
7315544747Yes (true)$0$0
Communities Foundation of Texas Inc
7509645657Yes (true)$0$0
Community Foundation of North Texas
7522677677Yes (true)$0$0
The Dallas Foundation
7528903717Yes (true)$0$0
Greater Houston Community Foundation
2371604007Yes (true)$0$0
The Greater Tacoma Community Foundation
9110074597Yes (true)$0$0
The Seattle Foundation
9160135367Yes (true)$0$0
The Greater Kansas City Community Foundation & Affiliates
4311523988Yes (true)$0$0
Jewish Community Foundation of Greater Kansas City
4360492817Yes (true)$0$0
Truman Heartland Community Foundation
4314821367Yes (true)$0$0
The Community Foundation of Dickinson County Inc
4812148507Yes (true)$0$0
Central Kansas Community Foundation
4812213687Yes (true)$0$0
Community Foundation of Southwest Kansas
4811174138Yes (true)$0$0
Douglas County Community Foundation
4812096878Yes (true)$0$0
The Greater Salina Community Foundation
4812155037Yes (true)$0$0
Hutchinson Community Foundation
4810769107Yes (true)$0$0
Manhattan Community Foundation
4812155747Yes (true)$0$0
South Central Community Foundation
4811567047Yes (true)$0$0
Topeka Community Foundation
4809721068Yes (true)$0$0
Western Kansas Community Foundation
4811846677Yes (true)$0$0
Wichita Community Foundation
4810223618Yes (true)$0$0
Carleton College
4106947472false$0$0
The Nelson Gallery Foundation
4460129777false$0$0
FieldValueIRS element (for citing)
Supported Organizations Total39SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,532,895DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James G Clarke
Treasurer$0$304,264$0$0$0$0$0$52,221$0$799$0$357,284$0$0
D Jerome Davies
SVP Development$0$279,015$0$0$0$0$0$76,405$0$15,696$0$371,116$0$0
Stacy Nuss
Assistant Secretary$0$176,883$0$0$0$0$0$52,465$0$547$0$229,895$0$0
Dale W Seuferling
President$0$490,419$0$0$0$0$0$61,692$0$15,748$0$567,859$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Compensation paid by related organizationSee Schedule O statement for Part VI, Section B, Line 15, for discussion of compensation of the organization's officers by a related organization.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe Nonqualified Retirement Plan for Employees of the related organization, 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15 CompensationThe directors of the KU Endowment Charitable Gift Fund (The "Fund") serve in a voluntary capacity and receive no compensation. The fund currently has no paid employees; however, its officers are also officers of, and receive compensation from, The Kansas University Endowment Association ("KU Endowment"). The bylaws of the fund outline the following policy, which would apply if any compensation were to be paid in the future: officers and employees of the fund shall receive reasonable and necessary salaries for their services. Such salaries shall be determined by the compensation committee and be confirmed by the board. The board may adjust salaries determined by the compensation committee whenever, in its judgment, the best interests of the fund would be served thereby. 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.
Form 990, Part VI, Line 6 Classes of members or stockholdersThe Kansas University Endowment Association, a Kansas not-for-profit corporation, is the only voting member.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyThe Kansas University Endowment Association, as the sole voting member, reserves the power to elect or remove directors.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersAny of the following actions to be taken by the board of directors of The KU Endowment Charitable Gift Fund (the "Fund") shall be subject to the approval of the member: (A) election or removal of directors; (B) amendment of the articles of incorporation; (C) amendment of the bylaws; (D) liquidation or dissolution of the fund, or disposition of all, or substantially all, of the assets of the fund, or any merger of the fund into or with another corporation.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyUpon completion of review by an external tax preparer, a draft copy of Form 990 is provided to the directors and officers to review and recommend revisions. Any such recommendations are provided in time to make the necessary revisions before transmitting the return to the internal revenue service.
Form 990, Part VI, Line 12c Conflict of interest policyThe directors and officers of The KU Endowment Charitable Gift Fund (the "Fund") are also trustees of the supported organization, The Kansas University Endowment Association ("KU Endowment"), which by contract, manages the accounting of the organization. The Fund has adopted and operates under the same conflict of interest policy as KU Endowment, which is as follows: 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 19 Required documents available to the publicThe KU Endowment Charitable Gift Fund's governing documents, conflict of interest policy and financial statement are available upon request at 1891 Constant Avenue, Lawrence, KS 66047, 785-832-7400. The information may be mailed or sent electronically if requested.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of life income gifts - -37053;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
The Kansas University Endowment Association
PO Box 928LawrenceKS660440928480547734University of Kansas SupportKS501(c)(3)5NAfalse
The Arizona Community Foundation
2201 E Camelback RdPhoenixAZ85016860348306Community SupportAZ501(c)(3)7NAfalseSte 405B
Community Foundation For Southern Arizona
5049 E Broadway BlvdTusconAZ85711942681765Community SupportAZ501(c)(3)7NAfalseSte 201
California Community Foundation
221 S Figueroa StLos AngelesCA90012953510055Community SupportCA501(c)(3)7NAfalseSte 400
Orange County Community Foundation
4041 Macarthur BlvdNewport BeachCA92660330378778Community SupportCA501(c)(3)7NAfalseSte 510
The San Diego Foundation
2508 Historic Decatur RdSan DiegoCA92106952942582Community SupportCA501(c)(3)7NAfalseSte 200
Silicon Valley Community Foundation
2440 West El Camino RealMountain ViewCA94040205205488Community SupportCA501(c)(3)7NAfalseSte 300
East Bay Community Foundation
200 Frank H Ogawa PlazaOaklandCA94612946070996Community SupportCA501(c)(3)8NAfalse
Marin Community Foundation
5 Hamilton LandingNovatoCA94949943007979Community SupportCA501(c)(3)8NAfalseSte 200
San Francisco Foundation
One Embarcadero CenterSan FranciscoCA94111010679337Community SupportCA501(c)(3)7NAfalseSte 1400
The Community Foundation Serving Boulder County
1123 Spruce StBoulderCO803024001841171836Community SupportCO501(c)(3)8NAfalse
The Denver Foundation
1009 Grant StDenverCO80203846048381Community SupportCO501(c)(3)7NAfalse
Rose Community Foundation
4500 Cherry Creek Drive SouthDenverCO80246840920862Community SupportCO501(c)(3)7NAfalseSte 900
Greater Washington Community Foundation
1325 G Street NWWashingtonDC20005237343119Community SupportDC501(c)(3)7NAfalseSte 480
St Louis Community Foundation
2 Oak Knoll ParkSt LouisMO63105436023126Community SupportMO501(c)(3)7NAfalse
The New York Community Trust
909 Third AveNew YorkNY10022133062214Community SupportNY501(c)(3)8NAfalse22nd Floor
Tulsa Community Foundation
7030 S YaleTulsaOK74136731554474Community SupportOK501(c)(3)7NAfalseSte 600
Communities Foundation of Texas Inc
5500 Caruth Haven LaneDallasTX75225750964565Community SupportTX501(c)(3)7NAfalse
Community Foundation of North Texas
777 Main StreetFort WorthTX76102752267767Community SupportTX501(c)(3)7NAfalseSte 2850
The Dallas Foundation
3963 Maple AveDallasTX75219752890371Community SupportTX501(c)(3)7NAfalseSte 390
Greater Houston Community Foundation
515 Post Oak BlvdHoustonTX77027237160400Community SupportTX501(c)(3)7NAfalseSte 1000
The Greater Tacoma Community Foundation
950 Pacific AveTacomaWA98402911007459Community SupportWA501(c)(3)7NAfalseSte 1100
The Seattle Foundation
1601 Fifth AveSeattleWA98101916013536Community SupportWA501(c)(3)7NAfalseSte 1900
The Greater Kansas City Community Foundation & Affiliates
1055 BroadwayKansas CityMO64105431152398Community SupportMO501(c)(3)8NAfalseSte 130
Jewish Community Foundation of Greater Kansas City
5801 W 115th StOverland ParkKS66211436049281Community SupportKS501(c)(3)7NAfalseSte 104
Truman Heartland Community Foundation
4200 Little Blue ParkwayIndependenceMO640578303431482136Community SupportMO501(c)(3)7NAfalseSte 340
The Community Foundation of Dickinson County Inc
418 NW Third StAbileneKS67410481214850Community SupportKS501(c)(3)7NAfalse
Central Kansas Community Foundation
301 N MainNewtonKS67114481221368Community SupportKS501(c)(3)7NAfalseSte 200
Community Foundation of Southwest Kansas
PO Box 1313Dodge CityKS678011313481117413Community SupportKS501(c)(3)8NAfalse
Douglas County Community Foundation
900 MassachusettsLawrenceKS66044481209687Community SupportKS501(c)(3)8NAfalseSte 406
The Greater Salina Community Foundation
PO Box 2876SalinaKS674022876481215503Community SupportKS501(c)(3)7NAfalse
Hutchinson Community Foundation
PO Box 298HutchinsonKS675040298481076910Community SupportKS501(c)(3)7NAfalse
Manhattan Community Foundation
PO Box 1127ManhattanKS665051127481215574Community SupportKS501(c)(3)7NAfalse
South Central Community Foundation
PO Box 8624PrattKS67124481156704Community SupportKS501(c)(3)7NAfalse
Topeka Community Foundation
5431 SW 29th StTopekaKS66614480972106Community SupportKS501(c)(3)8NAfalse
Western Kansas Community Foundation
402 N MainGarden CityKS67846481184667Community SupportKS501(c)(3)7NAfalse
Wichita Community Foundation
301 N MainWichitaKS67202481022361Community SupportKS501(c)(3)8NAfalseSte 100
Leon Karelitz Charitable Trust
PO Box 928LawrenceKS660440928616400249Support for KU Endowment pursuant to governing documentKS501(c)(3)Type IKansas University Endowment AssociationYes (true)
Virgil and Pauline Brown Memorial Trust
PO Box 928LawrenceKS660440928467074121Support for KU Endowment pursuant to governing documentKS501(c)(3)Type IKansas University Endowment AssociationYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd