KANSAS UNIVERSITY ENDOWMENT ASSOC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS UNIVERSITY ENDOWMENT ASSOC (EIN 48-0547734)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-13
- IRS object ID
- 201710449349302121
- Schema version
- 2015v3.0
- 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 | 2017-02-13T14:14:15-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 190 CARONDELET PLAZA SUITE 1300 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KANS | BusinessNameControlTxt |
| Phone | 7858327400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 928 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660440928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G CLARKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7858327400 | PhoneNum |
| Signature | 2017-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER L RICHTER | PreparerPersonNm |
| PTIN | P00366526 | PTIN |
| Phone | 3142901000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KU ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DALE SEUFERLING | PrincipalOfficerNm |
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 | $489,850,039 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 325 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | -$457,644 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$532,552 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $190,025,615 | PYContributionsGrantsAmt |
| CY Contributions Grants | $140,463,369 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,838,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,798,109 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,312,102 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,859,074 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,663,386 | PYOtherRevenueAmt |
| CY Other Revenue | $7,817,633 | CYOtherRevenueAmt |
| PY Total Revenue | $282,839,552 | PYTotalRevenueAmt |
| CY Total Revenue | $215,938,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $183,804,875 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,795,539 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,146,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,780,269 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $49,416 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,369 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,343,097 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,738,376 | PYOtherExpensesAmt |
| CY Other Expenses | $11,699,973 | CYOtherExpensesAmt |
| PY Total Expenses | $218,739,122 | PYTotalExpensesAmt |
| CY Total Expenses | $197,336,150 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,100,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,602,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,861,251,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,799,843,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,893,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,422,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,743,358,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,687,420,710 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,622,072 | ExpenseAmt |
| Grant | $33,622,072 | GrantAmt |
| Desc | STUDENT SUPPORT--VIRTUALLY ALL PRIVATELY FUNDED SCHOLARSHIPS, AWARDS AND FELLOWSHIPS PROVIDED BY KU COME FROM DONOR CONTRIBUTIONS TO KU ENDOWMENT. THIS YEAR, 110 NEW SCHOLARSHIPS WERE CREATED TO BENEFIT STUDENTS AND MORE THAN 6,400 STUDENTS RECEIVED FINANCIAL ASSISTANCE FROM KU ENDOWMENT FUDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,987,717 | ExpenseAmt |
| Grant | $33,987,717 | GrantAmt |
| Desc | FACULTY SUPPORT INCLUDES OVER 200 NAMED, ENDOWED POSITIONS, INCLUDING 10 NEW PROFESSORSHIPS 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 | $39,664,591 | ExpenseAmt |
| Grant | $39,664,591 | GrantAmt |
| Revenue | $5,295,150 | RevenueAmt |
| Desc | 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,521,159 | ExpenseAmt |
| Grant | $61,521,159 | GrantAmt |
| Revenue | $1,082,185 | RevenueAmt |
| Desc | FACILITIES SUPPORT--CONSTRUCTION, EQUIPMENT, SUPPLIES AND FURNISHINGS FUNDED BY PRIVATE GIVING. THIS AMOUNT FLUCTUATES FROM YEAR TO YEAR, DEPENDING ON THE TIMELINE OF CONSTRUCTION PROJECTS. THIS YEAR'S INVESTMENT WAS HIGHER THAN RECENT YEARS AS SEVERAL SIGNIFICANT PRIVATELY-FUNDED CONSTRUCTION PROJECTS WERE COMPLETED OR ARE OCCURRING AT KU, INCLUDING COMPLETION OF A NEW SCHOOL OF BUSINESS, A NEW STUDENT, FACULTY, AND VISITOR CENTER FOR THE SOUTH PART OF CAMPUS, NEW STUDENT HOUSING, AND RENOVATIONS TO A RECITAL HALL IN THE SCHOOL OF MUSIC. ALSO, CONSTRUCTION OF THE NEW EARTH, ENERGY, AND ENVIRONMENT CENTER BEGAN DURING THE YEAR. MORE THAN TWO-THIRDS OF KANSAS UNIVERSITY 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 | $61,521,159 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $61,521,159 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,082,185 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $168,795,539 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1084 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 325 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | 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 |
| States Where Copy Of Return Is Fld | OK | 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 |
|---|---|---|---|---|---|---|---|---|---|
| DALE W SEUFERLING | |||||||||
| PRESIDENT | 40.00 | 0.10 | Yes (X) | Yes (X) | $398,882 | $0 | $127,089 | ||
| D JEROME DAVIES | |||||||||
| SECRETARY/SVP DEVELOPMENT | 40.00 | 0.10 | Yes (X) | Yes (X) | $238,718 | $0 | $66,622 | ||
| JEFFREY W DAVIS | |||||||||
| TREASURER/SVP FINANCE-RET. DEC '15 | 40.00 | 0.10 | Yes (X) | Yes (X) | $281,539 | $0 | $176,743 | ||
| JAMES G CLARKE | |||||||||
| TREASURER/SVP FINANCE-START DEC. '15 | 40.00 | 0.10 | Yes (X) | Yes (X) | $9,715 | $0 | $3,291 | ||
| JOHN B DICUS | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B DILLON | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES E HEATH | |||||||||
| VICE CHAIR, EXEC COMMITTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| A DRUE JENNINGS | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MD MICHAELIS | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA ELLIS SIMS | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| STEVE SLOAN | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD L SUTHERLAND | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANELL REECE TACHA | |||||||||
| CHAIR, EXEC COMMITTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT D TAYLOR | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT D WATSON | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R DOCKING | |||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA L BLAESING | |||||||||
| VP MEDICAL DEVELOPMENT | 40.00 | 0.00 | $172,392 | $0 | $39,488 | Yes (X) | |||
| CLARK CROPP | |||||||||
| SVP ADMINISTRATION | 40.00 | 0.00 | $190,121 | $0 | $104,423 | Yes (X) | |||
| JAMES R MECHLER | |||||||||
| ASSOC SVP DEVELOPMENT | 40.00 | 0.00 | $180,380 | $0 | $55,177 | Yes (X) | |||
| WILLIAM S GREEN | |||||||||
| SVP INFORMATION SYSTEMS | 40.00 | 0.00 | $170,942 | $0 | $63,206 | Yes (X) | |||
| MARK P WILSON | |||||||||
| AVP CAMPAIGN PLAN & MGMT | 40.00 | 0.00 | $146,561 | $0 | $22,474 | Yes (X) | |||
| MONTE L SOUKUP | |||||||||
| SVP PROPERTY | 40.00 | 0.00 | $139,985 | $0 | $40,225 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,929,235 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $698,738 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT CONSULTING | $2,047,519 |
| ECG MANAGEMENT CONSULTANTS | |||||
| 1111 THIRD AVE STE 2500 | SEATTLE | WA | 98101 | CONSULTING SERVICES | $1,163,998 |
| ROPES AND GRAY LLP | |||||
| PO BOX 414265 | BOSTON | MA | 02241 | LEGAL SERVICES | $788,215 |
| LATHROP AND GAGE LLP | |||||
| 2345 GRAND BLVD STE 2800 | KANSAS CITY | MO | 64108 | LEGAL SERVICES | $502,701 |
| 1607 CAPITAL PARTNERS LLC | |||||
| 13 S 13TH ST STE 400 | RICHMOND | VA | 23219 | INVESTMENT MANAGEMENT | $375,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $19,688,355 | FundraisingAmt |
| Related Organizations | $501,165 | RelatedOrganizationsAmt |
| Government Grants | $22,789,983 | GovernmentGrantsAmt |
| All Other Contributions | $97,483,866 | AllOtherContributionsAmt |
| Noncash Contributions | $11,045,159 | NoncashContributionsAmt |
| Total Contributions | $140,463,369 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INTEREST | 522200 | $1,715,924 | $1,715,924 |
| APARTMENT RENTALS | 531110 | $556,580 | $556,580 |
| OTHER REAL ESTATE | 531390 | $290,605 | $290,605 |
| BUILDING LEASE | 531120 | $235,000 | $235,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,798,109 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,277,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,821,730 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$487,225 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,942,727 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598,598 | TotalRevenueColumnAmt |
| Exclusion | $598,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,922,459 | SecuritiesAmt |
| Other | $748,077 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $272,506,621 | SecuritiesAmt |
| Other | $582,073 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,415,838 | SecuritiesAmt |
| Other | $166,004 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,581,842 | TotalRevenueColumnAmt |
| Exclusion | $43,581,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,374,124 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,688,355 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $823,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,550,964 | TotalRevenueColumnAmt |
| Exclusion | $4,550,964 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| OTHER RECEIPTS | 900099 | $1,757,496 | $1,757,496 | ||
| AGRICULTURE | 110000 | $880,994 | $880,994 | ||
| OIL & GAS EXTRACTION | 211110 | $29,581 | $29,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,668,071 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,938,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,377,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$457,644 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,555,125 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,795,539 | TotalAmt |
| Program Services | $168,795,539 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,730 | TotalAmt |
| Management And General | $1,021,064 | ManagementAndGeneralAmt |
| Fundraising | $530,666 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,495,948 | TotalAmt |
| Management And General | $4,246,432 | ManagementAndGeneralAmt |
| Fundraising | $7,249,516 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,919 | TotalAmt |
| Management And General | $570,713 | ManagementAndGeneralAmt |
| Fundraising | $1,232,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,039 | TotalAmt |
| Management And General | $492,685 | ManagementAndGeneralAmt |
| Fundraising | $581,354 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,633 | TotalAmt |
| Management And General | $373,179 | ManagementAndGeneralAmt |
| Fundraising | $482,454 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,631 | TotalAmt |
| Management And General | $264,350 | ManagementAndGeneralAmt |
| Fundraising | $53,281 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,429 | TotalAmt |
| Management And General | $149,429 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,369 | TotalAmt |
| Fundraising | $60,369 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,174,811 | TotalAmt |
| Management And General | $6,174,811 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,681 | TotalAmt |
| Management And General | $191,080 | ManagementAndGeneralAmt |
| Fundraising | $197,601 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,849 | TotalAmt |
| Management And General | $28,111 | ManagementAndGeneralAmt |
| Fundraising | $617,738 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,184 | TotalAmt |
| Management And General | $228,068 | ManagementAndGeneralAmt |
| Fundraising | $564,116 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,755 | TotalAmt |
| Management And General | $200,755 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,475 | TotalAmt |
| Management And General | $209,358 | ManagementAndGeneralAmt |
| Fundraising | $22,117 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,798 | TotalAmt |
| Management And General | $96,825 | ManagementAndGeneralAmt |
| Fundraising | $36,973 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,964 | TotalAmt |
| Management And General | $96,728 | ManagementAndGeneralAmt |
| Fundraising | $612,236 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,530 | TotalAmt |
| Management And General | $48,242 | ManagementAndGeneralAmt |
| Fundraising | $71,288 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,547,544 | TotalAmt |
| Management And General | $1,537,698 | ManagementAndGeneralAmt |
| Fundraising | $9,846 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,060 | TotalAmt |
| Management And General | $154,927 | ManagementAndGeneralAmt |
| Fundraising | $5,133 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $71,777 | $55,969 | $15,808 |
| UNRELATED BUSINESS TAX | $49,910 | $49,910 | |
| EQUIPMENT & FURNISHINGS | $7,575 | $7,180 | $395 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,336,150 | TotalAmt |
| Program Services | $168,795,539 | ProgramServicesAmt |
| Management And General | $16,197,514 | ManagementAndGeneralAmt |
| Fundraising | $12,343,097 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,678,401 | BOYAmt |
| EOY | $11,788,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,679,166 | BOYAmt |
| EOY | $95,688,470 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,484,931 | BOYAmt |
| EOY | $87,687,279 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,744,050 | BOYAmt |
| EOY | $24,013,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,424,369 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,295,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,731,429 | BOYAmt |
| EOY | $44,128,730 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,411,044 | BOYAmt |
| EOY | $768,703,301 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,569,833 | BOYAmt |
| EOY | $685,895,942 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,860,747 | BOYAmt |
| EOY | $30,391,203 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,092,103 | BOYAmt |
| EOY | $51,545,985 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,251,704 | BOYAmt |
| EOY | $1,799,843,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,554,686 | BOYAmt |
| EOY | $46,654,592 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,338,694 | BOYAmt |
| EOY | $65,768,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,893,380 | BOYAmt |
| EOY | $112,422,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,743,230 | BOYAmt |
| EOY | $165,265,993 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,555,250 | BOYAmt |
| EOY | $1,082,707,082 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,059,844 | BOYAmt |
| EOY | $439,447,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,358,324 | BOYAmt |
| EOY | $1,687,420,710 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,251,704 | BOYAmt |
| EOY | $1,799,843,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,602,035 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$65,862,985 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,676,664 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $118,770,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,630,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,410,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,025,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,463,369 | CurrentTaxYearAmt |
| Total | $774,300,385 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,770,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,630,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,410,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,025,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,463,369 | CurrentTaxYearAmt |
| Total | $774,300,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $70,344,874 | SubstantialContributorsTotAmt |
| Public Support Total170 | $703,955,511 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,312,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,024,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,410,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,408,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,796,443 | CurrentTaxYearAmt |
| Total | $136,951,608 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$164,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$212,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,061,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$982,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$457,644 | CurrentTaxYearAmt |
| Total | -$2,878,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $908,373,173 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $40,958,584 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77200 | 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 | $168,795,539 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $169,406,280 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $168,795,539 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $169,406,280 | 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 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 |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | -$860 | RevenuesIncludedAmt |
| Assets Included | $676,882 | 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 | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $980,592,275 | BeginningYearBalanceAmt |
| Contributions | $74,913,454 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,631,054 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,750,171 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,909,114 | OtherExpendituresAmt |
| End Year Balance | $1,020,215,390 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $859,882,814 | BeginningYearBalanceAmt |
| Contributions | $26,053,312 | ContributionsAmt |
| Investment Earnings Or Losses | $126,579,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,120,401 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,802,728 | OtherExpendituresAmt |
| End Year Balance | $980,592,275 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $788,414,325 | BeginningYearBalanceAmt |
| Contributions | $29,680,270 | ContributionsAmt |
| Investment Earnings Or Losses | $70,848,569 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,922,126 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,138,224 | OtherExpendituresAmt |
| End Year Balance | $859,882,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $822,485,264 | BeginningYearBalanceAmt |
| Contributions | $31,575,638 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,381,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,694,829 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,659,829 | OtherExpendituresAmt |
| End Year Balance | $788,414,325 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.60720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,306,264 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,900,522 | OtherCostOrOtherBasisAmt |
| Book Value | $27,206,786 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $153,200 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,183,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,411,550 | DepreciationAmt |
| Book Value | $15,924,937 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,851,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,884,089 | DepreciationAmt |
| Book Value | $967,902 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $29,105 | InvestmentCostOrOtherBasisAmt |
| Book Value | $29,105 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,128,730 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $428,195,532 | F |
| OTHER LLC'S AND LLP'S | $61,672,083 | F |
| PRIVATE INVESTMENTS | $194,170,997 | F |
| REAL EST,ROYALTY,&MINERAL INTERESTS | $1,857,330 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $685,895,942 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $142,281,052 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$65,862,985 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,574,386 | OtherRevenueAmt |
| Revenue Not Reported | -$68,437,371 | RevenueNotReportedAmt |
| Revenue Subtotal | $210,718,423 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,219,762 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,219,762 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $215,938,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $198,218,666 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,102,278 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,102,278 | ExpensesNotReportedAmt |
| Expenses Subtotal | $192,116,388 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,219,762 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,219,762 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $197,336,150 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | 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. |
| PART IV, LINE 2B: | KU ENDOWMENT HOLDS CERTAIN ENDOWMENT AND OTHER FUNDS ON BEHALF OF AFFILIATES OF THE UNIVERSITY AND OTHER THIRD PARTIES. |
| PART V, LINE 4: | ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 3,283 INDIVIDUAL FUND ACCOUNTS ESTABLISHED TO PROVIDE SUPPORT FOR A VARIETY OF UNIVERSITY PROGRAMS ACROSS GENERATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF LIFE INCOME GIFTS -3,247,353. CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND -266,268. FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) 823,160. CHANGE IN VALUE OF LIFE INSURANCE CASH VALUE 116,075. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) 823,160. AMORTIZATION OF PENSION ADJUSTMENTS 5,279,118. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | $342,887,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $2,572,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | FUNDRAISING | $1,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | $5,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $345,469,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $345,469,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | 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, 2016. 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 STATEMENT. | 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 (1) | 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 | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $60,369 | RetainedByContractorAmt |
| Net To Organization | -$60,369 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $60,369 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$60,369 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | 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 | 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 | SC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 20% OF RIGHT TO PURCHASE TICKETS | Event1Nm |
| Gross Receipts Event1 | $22,764,096 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,211,277 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,552,819 | GrossRevenueEvent1Amt |
| Event2 | CANCER CENTER BENEFIT DINNER | Event2Nm |
| Gross Receipts Event2 | $1,367,246 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $953,402 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $413,844 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $84,633 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $221,206 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $145,164 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 21 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $931,137 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $523,676 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $407,461 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $8,268 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,668 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $153,852 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $47,391 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $129,978 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $25,062,479 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,688,355 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,374,124 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,268 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,668 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $238,485 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $268,597 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $275,142 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $823,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,550,964 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF KANSAS | ||||||||
| STRONG HALL 1450 JAYHAWK BLVD | LAWRENCE | KS | 66045 | 486029925 | SECTION 115 | $161,964,100 | $0 | STUDENT SCHOLARSHIPS AND FELLOWSHIPS, STUDENT AND FACULTY AWARDS AND PRIZES, FACULTY AND STAFF SALARY SUPPORT, GENERAL PROGRAM AND EDUCATIONAL SUPPORT, AND FACILITIES SUPPORT. |
| THE KANSAS UNIVERSITY ALUMNI ASSOCIATION | ||||||||
| 1266 OREAD AVENUE | LAWRENCE | KS | 66045 | 480291250 | 501(C)(3) | $1,987,771 | $0 | 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 | $4,843,668 | $0 | SALARY AND FACILITY SUPPORT FOR THE UNIVERSITY OF KANSAS HOSPITAL. |
| 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 | PART I, LINE 2: | 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 ON 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALE W SEUFERLING | ||||||||||||||
| PRESIDENT | $398,882 | $0 | $0 | $0 | $0 | $0 | $115,056 | $0 | $12,033 | $0 | $525,971 | $0 | $0 | $0 |
| D JEROME DAVIES | ||||||||||||||
| SECRETARY/SVP DEVELOPMENT | $236,218 | $0 | $2,500 | $0 | $0 | $0 | $54,685 | $0 | $11,937 | $0 | $305,340 | $0 | $0 | $0 |
| JEFFREY W DAVIS | ||||||||||||||
| TREASURER/SVP FINANCE-RET. DEC '15 | $263,588 | $0 | $17,951 | $0 | $0 | $0 | $168,379 | $0 | $8,364 | $0 | $458,282 | $0 | $0 | $0 |
| REBECCA L BLAESING | ||||||||||||||
| VP MEDICAL DEVELOPMENT | $172,392 | $0 | $0 | $0 | $0 | $0 | $38,961 | $0 | $527 | $0 | $211,880 | $0 | $0 | $0 |
| CLARK CROPP | ||||||||||||||
| SVP ADMINISTRATION | $190,121 | $0 | $0 | $0 | $0 | $0 | $95,097 | $0 | $9,326 | $0 | $294,544 | $0 | $0 | $0 |
| JAMES R MECHLER | ||||||||||||||
| ASSOC SVP DEVELOPMENT | $179,380 | $0 | $1,000 | $0 | $0 | $0 | $43,399 | $0 | $11,778 | $0 | $235,557 | $0 | $0 | $0 |
| WILLIAM S GREEN | ||||||||||||||
| SVP INFORMATION SYSTEMS | $169,442 | $0 | $1,500 | $0 | $0 | $0 | $57,250 | $0 | $5,956 | $0 | $234,148 | $0 | $0 | $0 |
| MARK P WILSON | ||||||||||||||
| AVP CAMPAIGN PLAN & MGMT | $146,561 | $0 | $0 | $0 | $0 | $0 | $22,021 | $0 | $453 | $0 | $169,035 | $0 | $0 | $0 |
| MONTE L SOUKUP | ||||||||||||||
| SVP PROPERTY | $137,485 | $0 | $2,500 | $0 | $0 | $0 | $28,554 | $0 | $11,671 | $0 | $180,210 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 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 WERE 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. COUNTRY CLUB DUES WERE PAID ON BEHALF OF TWO OFFICERS AND TWO HIGHLY COMPENSATED EMPLOYEES TO PROMOTE FUNDRAISING EFFORTS. THESE AMOUNTS ARE TREATED AS COMPENSATION TO THESE EMPLOYEES. |
| PART I, LINE 4B | ONE OFFICER MEETS THE CRITERIA TO PARTICIPATE IN THE NONQUALIFIED RETIREMENT PLAN AS OF THE PARTICIPANT'S NORMAL RETIREMENT DATE, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE AMOUNT INCLUDED IN COLUMN (C) AS DEFERRED COMPENSATION FOR DALE W. SEUFERLING ATTRIBUTABLE TO THE NONQUALIFIED RETIREMENT PLAN IS $78,208. |
| PART I, LINE 7 | ONE OFFICER AND THREE "HIGHEST COMPENSATED EMPLOYEES" 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, AS 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. ALSO, ONE OFFICER, JEFF DAVIS, UPON RETIREMENT AT THE END OF CALENDAR YEAR 2015, RECEIVED A LONGEVITY BONUS FOR HIS OVER 30 YEARS OF SERVICE TO THE ORGANIZATION. THIS LONGEVITY BONUS WAS ALSO APPROVED BY THE EXECUTIVE STAFF COMPENSATION COMMITTEE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KURT D WATSON | |||
| EXECUTIVE COMMITTEE OF KU ENDOWMENT | $328,308 | SEE PART V - KURT WATSON IS PRESIDENT OF THE IMA FINANCIAL GROUP, WHICH RECEIVES FEES AS AN INSURANCE CONSULTANT AND BROKER. THE TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH AND APPROVED BY EXECUTIVE STAFF BASED ON AUTHORITY FROM THE EXECUTIVE COMMITTEE. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 328 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,318,908 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $192,437 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV (SAME AS PROCEEDS) | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,533,814 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET COMPARABLES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 5 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DEANELL REECE TACHA, M.D. MICHAELIS, ROBERT TAYLOR, AND KURT WATSON HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS OF THE ORGANIZATION WERE AMENDED AS OF JANUARY 14, 2016. THE AMENDMENTS PRIMARILY INCLUDED: 1) REVISIONS TO SECTIONS THAT WERE RELEVANT AT THE TIME THE BYLAWS WERE REVISED IN 2008 BUT ARE NOW OUTDATED; 2) MINOR REVISIONS THAT WILL PROVIDE GREATER FLEXIBILITY FOR THE AGE REQUIREMENT FOR A CHAIR'S FIRST TERM AND THE NAMING OF AN ASSISTANT SECRETARY AND ALLOW FOR ONE ADDITIONAL MEMBER OF EACH COMMITTEE; AND 3) A REWRITTEN CONFLICT OF INTEREST SECTION INCLUDING A NEW PROVISION FOR CONFLICT OF INTEREST ON PERSONNEL MATTERS. SEE SCHEDULE O RESPONSE TO PART VI, LINE 12C, FOR UPDATED LANGUAGE RELATED TO CONFLICT OF INTEREST PROCEDURES. |
| FORM 990, PART VI, SECTION A, LINE 7A | 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, SECTION A, LINE 7B | 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, SECTION B, LINE 11 | FORM 990 IS PREPARED INTERNALLY BY THE DIRECTOR, TAX, COMPLIANCE, AND OPERATIONS. 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, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | 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, SECTION C, LINE 18 | 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, SECTION C, LINE 19 | KU ENDOWMENT'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE UNDER THE TAB "RESOURCES," "FINANCIALS AND FORMS," "2016 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 XI, LINE 9: | AMORTIZATION OF PENSION ADJUSTMENTS -5,279,118. CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND -266,268. CHANGE IN VALUE OF LIFE INCOME GIFTS -3,247,353. CHANGE IN VALUE OF LIFE INSURANCE 116,075. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 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 | $339,090 | $3,268,739 | THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION |
| RGAPTS LLC | |||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 461289542 | RENTAL REAL ESTATE | KS | $198,240 | $1,184,580 | THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION |
| RCP LLC | |||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 320392147 | RENTAL REAL ESTATE | KS | $259,994 | $2,949,577 | THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION |
| FOBN LLC | |||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 262224126 | RENTAL REAL ESTATE | KS | $118,432 | $482,642 | 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) | 11A, TYPE I | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | Yes (1) |
| LEON KARELITZ CHARITABLE TRUST | ||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 616400249 | SUPPORT FOR KU ENDOWMENT PURSUANT TO GOVERNING DOCUMENT. | KS | 501(C)(3) | 11A, TYPE I | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | Yes (1) |
| 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) | 11A, TYPE I | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (49) | ||||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | KS | N/A | T | 0 | ||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| SPLIT INTEREST TRUST PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | IL | N/A | T | 0 | ||||||||
| CHARITABLE REMAINDER TRUSTS (3) | ||||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | MO | N/A | T | 0 | ||||||||
| CHARITABLE REMAINDER TRUSTS (3) | ||||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | TX | N/A | T | 0 | ||||||||
| CHARITABLE LEAD TRUSTS (1) | ||||||||||||
| SPLIT INTEREST TRUST PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | OH | N/A | T | 0 | ||||||||
| AGNES LAURETTA MCCLAIR TEST TRUST | ||||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | 0 | C/O BNK OF AMERICA PO BOX 831041 | DALLAS | TX | 75283 | 486126736 | $36,468 | $866,084 | 1.00000 |
| MARY SELLARS FUND | ||||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | 0 | C/O BNK OF AMERICA PO BOX 831041 | DALLAS | TX | 75283 | 486203686 | $9,336 | $301,503 | 1.00000 |
| LORRAINE M LOVE CHARITABLE REMAINDER UNITRUST | ||||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | 0 | PO BOX 700 | JUNCTION CITY | KS | 66441 | 481247473 | $4,392 | $112,529 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KU ENDOWMENT CHARITABLE GIFT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $433,648 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | 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 KU ENDOWMENT CHARITABLE GIFT FUND | ||||||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 200317170 | $0 | $0 | $0 | $543,224 | $543,224 | $106,484 | $26,621 | $0 | $0 | $0 |
| LEON KARELITZ CHARITABLE TRUST | ||||||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 616400249 | $0 | $0 | $0 | $26,933 | $26,933 | $5,387 | $1,347 | $0 | $0 | $0 |
| VIRGIL AND PAULINE BROWN MEMORIAL TRUST | ||||||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 467074121 | $0 | $0 | $0 | $40,584 | $40,584 | $8,117 | $2,029 | $0 | $0 | $0 |