2020-05-15T15:00:28-05:00 2019-06-30 346565596 Ernst & Young US LLP 190 Carondelet Plaza Ste 1300 Clayton MO 63105 990 2018-07-01 480547734 The Kansas University Endowment Association KANS 7858327400 PO Box 928 Lawrence KS 660440928 James G Clarke Treasurer 2020-05-15 true Jennifer Richter P00366526 3142901000 2018 2020-11-19 02:30:22Z KU Endowment Dale Seuferling PO Box 928 Lawrence KS 660440928 560694152 false X www.kuendowment.org X 1891 KS University support 11 10 312 73 -7554544 0 211067028 223719260 3036507 4570475 98808204 103783500 4720737 22382193 317632476 354455428 190280510 172744119 0 17220927 18173441 52088 272038 12632937 11869031 11744203 219422556 202933801 98209920 151521627 2036065980 2188644850 110103716 117307393 1925962264 2071337457 X KU Endowment partners with donors in providing philanthropic support to build a greater University of Kansas. false false 49211606 49211606 8330871 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. 40906734 40906734 0 Student Support - Virtually all privately funded scholarships, awards and fellowships provided by KU come from donor contributions to KU Endowment. This year, 76 new endowed scholarship and student support funds were created and about 7,300 students received financial assistance from privately funded scholarships at KU Endowment. 39969234 39969234 0 Faculty support includes over 200 named, endowed positions, including 13 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. 42656545 42656545 18745946 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 new indoor practice facility for the football program, and a renovation and expansion of the Simons Bioscience Research Laboratories. Also, new privately funded construction and renovation projects began during the fiscal year, including a new arena for the volleyball program. 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. 42656545 42656545 18745946 172744119 true true false true false false true true true true true false false false false true false false false true false false true true false false true false true false false false false false false true false true false false false true true true true false false true 1202 0 true 312 true true true false false false false true true true false false false false false X 11 10 true false false false false true true true true false false true true true true true true true true false CA KY AK MD MA MI MN MO NH NJ OH OK SC UT WA WV X X James G Clarke Treasurer 7858327400 1891 Constant Avenue Lawrence KS 660473743 Dale W Seuferling President 40.0 0.1 X X 466754 0 162392 D Jerome Davies Secretary/EVP Development 40.0 0.1 X X 274349 0 91990 James G Clarke Treasurer/SVP Finance 40.0 0.1 X X 283161 0 40971 John B Dicus Executive Committee-Volunteer 4.0 0 X 0 0 0 David B Dillon Chair(Starting Sept '18), Executive Committee-Volunteer 4.0 0 X 0 0 0 William R Docking Vice Chair(Starting Sept '18), Executive Committee-Volunteer 4.0 0 X 0 0 0 A Drue Jennings Executive Committee(Ending Sept '18)-Volunteer 3.0 0 X 0 0 0 MD Michaelis Executive Committee-Volunteer 4.0 0 X 0 0 0 Linda Ellis Sims Executive Committee-Volunteer 4.0 0.1 X 0 0 0 Steve Sloan Executive Committee-Volunteer 4.0 0 X 0 0 0 Todd L Sutherland Executive Committee - Volunteer 4.0 0 X 0 0 0 Deanell Reece Tacha Chair(Ending Sept '18), Executive Committee-Volunteer 4.0 0 X 0 0 0 Robert D Taylor Executive Committee-Volunteer 4.0 0.1 X 0 0 0 Kurt D Watson Executive Committee-Volunteer 4.0 0.1 X 0 0 0 Lydia I Beebe Executive Committee(starting Sept '18)-Volunteer 4.0 0 X 0 0 0 Rebecca L Blaesing VP Medical Development 40.0 0 X 191315 0 34784 Clark Cropp SVP Administration & COO 40.0 0 X 227455 0 86851 James R Mechler Assoc SVP Development 40.0 0 X 199836 0 65432 William S Green SVP Information Systems & Services 40.0 0 X 182300 0 75852 Stacy Nuss VP Investment & Asst Treasurer 40.0 0 X 165707 0 48334 Monte Soukup SVP Property 40.0 0 X 156358 0 46064 2147235 0 652670 27 false true false Cambridge Associates LLC 125 High Street Boston MA 02110 Investment Consulting 2234405 Lathrop and Gage LLP 2345 Grand Blvd Ste 2800 Kansas City MO 64108 Legal Services 528935 Ropes and Gray LLP 800 Boylston St Boston MA 02199 Legal Services 380462 TPS Leavenworth LP One Victory Drive Ste 200 Liberty MO 64068 Construction 260863 Geosource LLC 1605 SW 41st Street Topeka KS 66609 Construction 231016 15 X 1720457 292710 21177645 200528448 13150748 223719260 Loan Interest 522200 3284965 3284965 Apartment Rentals 531110 625225 625225 Building Lease 531120 265000 265000 Other Real Estate Income 531390 395285 395285 0 0 0 0 4570475 45341934 1936628 -7575061 50980367 772168 772168 0 0 262115000 1712756 204357067 1029123 57757933 683633 58441566 58441566 786284 1720457 852534 -66250 -66250 Agriculture 110000 1086044 1086044 Oil & Gas Extraction 211110 20517 20517 Other Receipts 900099 3109278 3109278 17460436 17460436 0 0 21676275 354455428 27076817 -7554544 111213895 172744119 172744119 1602736 985709 617027 132256 132256 12817726 5409061 7408665 1381545 522612 858933 1316716 627889 688827 922462 407473 514989 101119 63008 38111 121811 121811 272038 272038 6546240 6546240 481748 0 145883 335865 510140 39782 470358 701437 223830 477607 153252 151302 1950 374257 347678 26579 123683 84441 39242 775076 120673 654403 144341 78551 65790 1468903 1460839 8064 138514 132816 5698 Loan Commissions 32215 32215 Dues 35795 19865 15930 Equipment & Furnishings 9505 8900 605 Unrelated Business Income Tax 26167 26167 0 0 0 0 202933801 172744119 17556745 12632937 19835670 8794009 32301363 98414978 106632971 109663870 24288958 12057364 0 0 0 0 64397016 16002716 48033984 48394300 852624918 882413666 868319165 944342372 28199655 28451873 55829296 56112418 2036065980 2188644850 42764756 47593924 67338960 69713469 0 0 0 0 110103716 117307393 X 193542676 200546986 1258404313 1372574113 474015275 498216358 1925962264 2071337457 2036065980 2188644850 X 151521627 -1257350 -4889084 X false true X true false X 190025615 140463369 119120542 211067028 223719260 884395814 0 0 190025615 140463369 119120542 211067028 223719260 884395814 82742948 801652866 29408360 26796443 25831290 43524983 53624863 179185939 0 0 0 0 0 0 0 0 0 0 0 0 1063581753 69982882 0.7537 0.7856 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 172744119 172744119 172744119 172744119 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 682732 X X X X false false true X 1203538753 421892560 65375126 21311458 36468813 1633026168 1105797633 48450983 88675713 16452293 22933283 1203538753 1005225165 31843857 104544238 14915652 20899975 1105797633 1020215390 34212862 -14895996 14903301 19403790 1005225165 980592275 74913454 -1631054 14750171 18909114 1020215390 0.2257 0.2733 0.501 false false 18626572 16494383 35120955 25514347 13232426 12281921 3688296 2770290 918006 73418 73418 48394300 Hedge Funds 441331900 F Other LLC's and LLP's 113340129 F Private Investments 388308970 F Real Estate, Royalty & Mineral Interests 1361373 F 944342372 349487131 -1257350 1832316 574966 348912165 5543263 0 5543263 354455428 204111938 6721400 6721400 197390538 5543263 0 5543263 202933801 Schedule D, Part V, Line 1b Contributions For fiscal year ended June 30, 2019, the organization implemented ASU 2016-14 which resulted in $355,291,124 of invested funds to be regarded as board designated endowments. The beginning year value of these funds is included in the current year, column (a), contributions found on Line 1b. 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 3,611 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 - 1247021 Change in Net Interest in KU Endowment Charitable Gift Fund - -6135 Fundraising Event Direct Expenses (See Part VIII, Line 8B) - 852534 Change in Value of Life Insurance Cash Value - -261104 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) - 852534 Amortization of Pension Adjustments - 5868866 Central America and the Caribbean 0 0 Investments 365302000 Europe (Including Iceland and Greenland) 0 0 Investments 40065000 Europe (Including Iceland and Greenland) 0 0 Fundraising 4000 0 0 0 0 0 0 405371000 0 405371000 true false true false true false Schedule F, Part I, Line 3 The amount for "Investments" represents the total book value of all investments in the region as of June 30, 2019. 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. X X X X X X X true Grenzebach Glier and Associates Inc 401 N Michigan Ave Chicago IL 60611 Fundraising Consulting and Analysis false 0 272028 -272028 0 272028 -272028 CA CO CT HI KY LA ME AK MD MA MI MN MS MO NH NJ NY NC OH OK OR AZ SC UT VA AR WA WV Cancer Center Benefit Dinner 1678530 1202989 475541 11395 114813 232917 187202 Alumni Association Benefit Dinner 280686 133185 147501 108135 18525 29449 19 547525 384283 163242 45976 49202 8450 46470 2506741 1720457 786284 57371 272150 259892 263121 852534 -66250 true The University of Kansas Strong Hall 1450 Jayhawk Blvd Lawrence KS 66045 486029925 Section 115 162908097 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) 2520293 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 7315729 Salary and facility support for the University of Kansas Health Systems 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X true true X X X X X false true false false false false false true false Dale W Seuferling President 466754 0 0 0 0 0 148150 0 14242 0 629146 0 0 0 D Jerome Davies Secretary/EVP Development 264349 0 10000 0 0 0 78051 0 13939 0 366339 0 0 0 James G Clarke Treasurer/SVP Finance 283161 0 0 0 0 0 40177 0 794 0 324132 0 0 0 Rebecca L Blaesing VP Medical Development 191315 0 0 0 0 0 34199 0 585 0 226099 0 0 0 Clark Cropp SVP Administration & COO 227455 0 0 0 0 0 75718 0 11133 0 314306 0 0 0 James R Mechler Assoc SVP Development 199836 0 0 0 0 0 51396 0 14036 0 265268 0 0 0 William S Green SVP Information Systems & Services 177300 0 5000 0 0 0 64917 0 10935 0 258152 0 0 0 Stacy Nuss VP Investment & Asst Treasurer 165707 0 0 0 0 0 47817 0 517 0 214041 0 0 0 Monte Soukup SVP Property 156358 0 0 0 0 0 35438 0 10626 0 202422 0 0 0 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 one 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 $117,260 for Dale Seuferling, $822 for James G. Clarke, and $7,985 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 officer and 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. Kelly Watson Muther Daughter of Kurt D. Watson, member of Executive Committee for the Organization 132256 Employee compensation false X 285 11251081 Market value X 3 701000 Market value X Virtual Currency 1 1198667 Market value 2 false true false Schedule M, Part I Column (b) The organization is reporting the number of donors. Form 990, Part III, Line 4d Description of other program services (Expenses $ 42,656,545 including grants of $ 42,656,545)(Revenue $ 18,745,946) 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 new indoor practice facility for the football program, and a renovation and expansion of the Simons Bioscience Research Laboratories. Also, new privately funded construction and renovation projects began during the fiscal year, including a new arena for the volleyball program. 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, Deanell Reece Tacha, Robert Taylor, and Kurt Watson - Business relationship 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 Assistant Controller. 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 board of trustees, officers and employees. To monitor and enforce compliance with the conflict of interest policy, the following procedures have been established: 1. Duty to disclose In connection with any actual or possible conflicts of interest, an interested person must disclose the existence and nature of his or her financial interests to the directors and members of committees with board delegated powers considering the proposed transaction or arrangement. 2. Determining whether a conflict of interest exists After disclosure of the financial interest, the interested person shall leave the portion of the trustee, executive committee or committee meeting during which the financial interest is discussed and voted upon by the remaining trustees, executive committee members or committee members, as the case may be, which other trustees or members shall decide if a conflict of interest exists. 3. Procedures for addressing the conflict of interest (A) The trustees, executive committee or committee, as the case may be, shall comply with all applicable laws and KU Endowment policies in considering a transaction or arrangement between KU Endowment in which it has been determined that a conflict of interest exists. (B) After exercising all due diligence required by applicable law or KU Endowment's policies and any additional due diligence that may be deemed appropriate under the circumstances by the disinterested trustees, executive committee members or committee members, as the case may be, the executive committee or committee shall determine by a majority vote of the disinterested members whether to enter into the transaction or arrangement taking into account whether the transaction or arrangement is in KU Endowment's best interest and for its own benefit and whether the transaction is fair and reasonable to KU Endowment. 4. Violations of the conflict of interest policy (A) If the executive committee or a standing committee has reasonable cause to believe that a trustee has failed to disclose actual or possible conflicts of interest, it shall inform the trustee of the basis for such belief and afford the trustee an opportunity to explain the alleged failure to disclose. (B) If, after hearing the response of the trustee and making such further investigation as may be warranted in the circumstances, the executive committee or a standing committee determines that the trustee has in fact failed to disclose an actual or possible conflict of interest, it shall 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," "2019 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 VIII, Line 11d University Real Estate Kansas Athletics received $17,460,436 of proceeds from a revolving line-of-credit that were deposited at the organization for construction of an athletics facility. This amount was recorded as "other receipts" and was associated with its program service of "Facilities Support" for the University of Kansas. Upon receipt of these funds, various contractors were paid for construction of the facility. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue University Real Estate - Total Revenue: 17460436, Related or Exempt Function Revenue: 17460436, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Amortization of Pension Adjustments - -5868866; Change in Net Interest in KU Endowment Charitable Gift Fund - -6135; Change in Value of Life Income Gifts - 1247021; Change in Value of Life Insurance - -261104; CWAPTS LLC PO Box 928 Lawrence KS 660440928 453170274 Rental Real Estate KS 270700 3249131 The Kansas University Endowment Association RGAPTS LLC PO Box 928 Lawrence KS 660440928 461289542 Rental Real Estate KS 232601 1369159 The Kansas University Endowment Association RCP LLC PO Box 928 Lawrence KS 660440928 320392147 Rental Real Estate KS 185321 2735962 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 10162 604866 The Kansas University Endowment Association KUGC LLC PO Box 928 Lawrence KS 660440928 823028127 Rental Real Estate KS 0 0 The Kansas University Endowment Association 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 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 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 true Charitable Remainder Trusts (44) 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 c/o Bank of America PO Box 831 Dallas TX 752831041 486126736 Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment KS NA Trust 83132 869487 1 false Mary Sellars Fund c/o Bank of America PO Box 831 Dallas TX 752831041 486203686 Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment KS NA Trust 27875 298218 1 false Lorraine M Love Charitable Remainder Unitrust PO Box 700 Junction City KS 66441 481247473 Sec. 4947(A)(1) nonexempt charitable trust supporting KU Endowment KS NA Trust 5426 106290 1 false false false true false false false false false false false false false false false false false false false false The KU Endowment Charitable Gift Fund C 211196 Cash The Kansas University Endowment Association PO Box 928 Lawrence KS 660440928 480547734 X 0 0 0 172744119 172744119 1000000 250000 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