2016-05-11T16:42:26-05:00 2015-06-30 KPMG LLP 1212 North 96th Street Suite 300 Omaha NE 68114 990 2014-07-01 470379839 University of Nebraska Foundation % KEITH D MILES UNIV 4024581100 PO Box 82555 Lincoln NE 68501 KEITH D MILES VICE PRESIDENT, GEN COUNSEL 4024581100 2016-05-11 true David R Zitnick P10257652 4023481450 2014 2016-08-17 19:52:53Z KEITH D MILES 1010 Lincoln Mall Suite 300 Lincoln NE 68508 761018369 false X www.nufoundation.org X 1936 NE Provide financial support for the University of Nebraska and oversee the distribution of gifts and the interest earned from the endowed funds 17 15 255 480 -769678 -769678 258109001 212727293 0 0 83340622 79237880 1176505 2231666 342626128 294196839 173263961 230712549 0 0 14508278 15910446 74970 556546 15828716 16852887 18700792 204700096 265880333 137926032 28316506 2257031423 2229379512 367576083 366374356 1889455340 1863005156 Provide financial support for the University of Nebraska and oversee the distribution of gifts and the interest earned from the endowed funds. false false 230712549 230712549 The University of Nebraska Foundation raises and manages private financial support from individuals, corporations and other foundations for the benefit of the University of Nebraska. 230712549 true true false false false false false true false true true true false false true true true false false false true false false true false false false true false true false false false false false false false true true true false false true true true true false false true 116 0 true 255 true true true false false false false true true true 1 true true false X 17 15 true false true false true true false true true false false false true true true true true true true false AK CA KY MD MA MI MN NH NJ NY OR SC UT X X KEITH D MILES 4024581100 1010 Lincoln Mall Suite 300 Lincoln NE 68508 X Tonn M Ostergard Director 1.0 0.0 X 0 0 0 Mark Chronister Director 1.0 0.0 X 0 0 0 Peter J Whitted Director 1.0 0.0 X 0 0 0 J Timothy Daugherty Director 1.0 0.0 X 0 0 0 Sid Dinsdale Director 1.0 0.0 X 0 0 0 Norman R Hedgecock Director 1.0 0.0 X 0 0 0 Thomas J Henning Director 1.0 0.0 X 0 0 0 Karen L Himle Director 1.0 0.0 X 0 0 0 Margaret M Holman Director 1.0 0.0 X 0 0 0 William D Jackman Director 1.0 0.0 X 0 0 0 JoAnn M Martin Director 1.0 0.0 X 0 0 0 John D Massey Director 1.0 0.0 X 0 0 0 James S Pittenger Jr Director 1.0 0.0 X 0 0 0 Gregory D Stine Director 1.0 0.0 X 0 0 0 Barbara V Weitz Director 1.0 0.0 X 0 0 0 Robert A Phares Director 1.0 0.0 X 0 0 0 Hank M Bounds Director 1.0 0.0 X 0 0 0 Kenneth M Green Director 1.0 0.0 X 0 0 0 Deryl F Hamann Director 1.0 0.0 X 0 0 0 James Linder Director 1.0 0.0 X 0 0 0 Howard Hawks Director 1.0 0.0 X 0 0 0 Paul Engler Director 1.0 0.0 X 0 0 0 Brian F Hastings President & CEO 40.0 0.0 X X 395392 0 35765 Jason D Kennedy SVP, CFO, Treasurer 40.0 5.0 X 190176 0 30140 Keith D Miles VP, General Counsel, Corp Sec 40.0 5.0 X 191027 0 29765 Chet A Poehling Assoc General Counsel, Asst Co 40.0 0.0 X 72353 0 20834 Kimberly Peschka Bilder Assoc General Counsel, Asst Co 40.0 5.0 X 73737 0 5604 Lori Byrne SVP, Development 40.0 0.0 X 216450 0 31169 Amy Volk SVP, UNMC Development 40.0 0.0 X 201886 0 30215 John Niemann Senior Vice President 30.0 0.0 X 191440 0 22431 Terry Fairfield Vice Chairman 20.0 0.0 X 161410 0 14850 Clark Rosenlof VP, Trustee & volunteer 40.0 0.0 X 152259 0 26401 D Joe Selig SVP, UNL Development 40.0 0.0 X 244224 0 28461 2090354 0 275635 26 true true false Cambridge Associates 125 High Street Boston MA 02110 Investment Advisor 1342822 Iridian Asset Management LLC 276 Post Road West Westport CT 06880 Investment Advisor 551425 Frontier Capital Management Company 99 Summer Street Boston MA 02110 Investment Advisor 528934 Union Bank Trust Company 6811 S 27th Street Lincoln NE 68512 Investment Advisor 452694 State Street Global Advisors One Lincoln Street Boston MA 02111 Investment Advisor 445497 18 1410980 211316313 35593007 212727293 0 35378238 -769678 36147916 0 319402 319402 770837 49571 721266 0 721266 721266 510631601 466771959 43859642 43859642 43859642 0 0 0 Change in Value of Split Interest Agreements 900099 1190998 1190998 1190998 294196839 -769678 82239224 230712549 230712549 0 0 0 959792 627859 331933 0 11653273 4042023 7611250 763293 243457 519836 1653849 717910 935939 880239 356558 523681 470428 470428 239900 239900 134130 134130 0 556546 556546 7297714 7297714 129101 129101 2000695 2000695 81146 29926 51220 0 0 1664627 613914 1050713 546180 546180 0 535046 535046 0 0 775944 286168 489776 112913 41642 71271 Paid to Beneficiaries 3042732 3042732 Postage 156629 57765 98864 Telephone Expense 207187 76411 130776 Equipment Rental 721712 266167 455545 584708 259318 325390 265880333 230712549 19339068 15828716 8451948 997877 373607310 396544509 252386864 214065296 8084454 93131 0 0 0 0 5411353 6439560 0 0 127776 46398 49509240 8487899 60339475 41021341 857571686 784975674 688633363 782625187 0 0 0 0 2417194 2570539 2257031423 2229379512 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PARTNERSHIPS 762742007 F CASH VALUE OF LIFE INSURANCE 2760609 C ANNUITY CONTRACTS 158042 C CERTIFICATE OF DEPOSITS 14104331 C MISCELLANEOUS INVESTMENTS 2860198 C 782625187 0 DEFERRED ANNUITIES PAYABLE 20097580 DEPOSITS HELD IN CUSTODY 332065096 352162676 X 232132435 -54766690 -54766690 286899125 7297714 7297714 294196839 258582619 258582619 7297714 7297714 265880333 Schedule D, Part III, Line 4 COLLECTIONS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS The collections include works of art, books, poems and other historical treasures housed at various centers and museums at the University of Nebraska's campuses. These collections further expand the educational experiences of the students at the institution. Schedule D, Part V, Line 4 Endowment Funds Endowment funds are intended to support the University of Nebraska. Schedule D, Part X, Line 2 FIN 48 Footnote The Foundation is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Such tax positions, which are more than 50% likely of being realized, are measured at their highest value. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. During fiscal years 2015 and 2014, management determined there are no income tax positions requiring recognition in the consolidated financial statements. Europe (Including Iceland and Greenland) 3 Investments 136715260 3 3 136715260 136715260 true false false false true false Schedule F, Part I, Line 3(f) Value of Investments Value of Investments: $136,221,981 Expense paid to managers: $493,279 Total on page 1: $136,715,260 X true Ruffalo Noel Levitz LLC 65 Kirkwood North Road SW Cedar Rapids IA 52404 Phone Solicit false 211439 555338 -343899 211439 555338 -343899 AL AK AR CA CO CT DC FL GA IL IN IA KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI true University of Nebraska 3835 Holdredge Street Lincoln NE 68588 470049123 501(c)(3) 221562415 5979853 FMV/Appraisals Donated for Univ Use University Support The Alumni Assoc of the Univ of NE-Lincoln 1520 R Street Lincoln NE 68508 470378980 501(c)(3) 494000 Alumni Association Support The University of NE at Omaha Alumni Association 6705 Dodge Street Omaha NE 68182 476027511 501(c)(3) 144000 Alumni Association Support UNMC Alumni Association 985200 NE Med CTR Omaha NE 68198 270733750 501(c)(3) 230000 Alumni Association Support UNF Charitable Gift Fund 1010 Lincoln Mall Suite 300 Lincoln NE 68508 200288992 501(c)(3) 2302281 University Support 5 Schedule I, Part I, Line 2 Grant Funds Grant funds are paid upon submission of request for said funds after the expenses are incurred at the IRC Section 501(c)(3) affiliated organizations. X X true true X X X X false false false false false false false false false D Joe Selig SVP, UNL Development 218962 0 12385 0 12877 0 18000 0 11792 0 274016 0 0 0 Brian F Hastings President & CEO 342439 0 47175 0 5778 0 20800 0 17346 0 433538 0 0 0 Jason D Kennedy SVP, CFO, Treasurer 182045 0 8027 0 104 0 15175 0 16296 0 221647 0 0 0 Keith D Miles VP, General Counsel, Corp Sec 180492 0 10342 0 193 0 14737 0 16346 0 222110 0 0 0 Lori Byrne SVP, Development 197662 0 14588 0 4200 0 16204 0 16293 0 248947 0 0 0 Amy Volk SVP, UNMC Development 185514 0 8154 0 8218 0 15187 0 16356 0 233429 0 0 0 John Niemann Senior Vice President 176419 0 10239 0 4782 0 14585 0 9082 0 215107 0 0 0 Terry Fairfield Vice Chairman 131985 0 0 0 29425 0 12592 0 3450 0 177452 0 0 0 Clark Rosenlof VP, Trustee & volunteer 137518 0 8048 0 6693 0 11436 0 16181 0 179876 0 0 0 Schedule J, Part I, Line 1a CHARTER TRAVEL IS AVAILABLE ON A LIMITED BASIS WITH PRIOR APPROVAL FROM MANAGEMENT. SOCIAL DUES FOR SELECTED EMPLOYEES AVAILABLE BASED UPON JOB RESPONSIBILITIES. Tonn Ostergard Director, Union Bank 464794 Management of Assets false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS Tonn Ostergard is on the Board of Directors for Union Bank and Trust. Union Bank and Trust provides asset management services to the University of Nebraska Foundation. During fiscal year 2015, $464,794 was paid to Union Bank and Trust for asset management services. X 5 174400 Appraisals X 1187 Fair Market Value X 15708 Appraisal X 368 29008552 Fair Market Value X 7 402713 Fair Market Value X 2 177241 Appraisals X Crops & Livestock Feed 6 24647 Fair Market Value X Lab Equipment 3 18599 Fair Market Value X Research Licenses 2 5734960 Fair Market Value X Horses 2 35000 Appraisals 8 false true true Schedule M, Part 1, Column B Amounts listed in Column B represent the number of contributions. Schedule M, Part I, Line 32b Third Parties The Organization uses brokers to sell stock gifts and real estate gifts. Form 990, Part VI, Line 2 Board Relationships Tonn Ostergard, Director, and JoAnn Martin, Director, both serve on the Board of Directors for Ameritas Life Insurance Corporation. Form 990, Part VI, Line 4 Changes to Governing Documents Effective July 1, 2014, the bylaws were updated to reflect changes in the structure of the committees of the Board of Directors. Form 990, Part VI, Line 6 Trustee Members Trustees are considered members of the entity. Form 990, Part VI, Line 7a Elections of Board of Directors Trustees elect the Board of Directors. Form 990, Part VI, Line 11b Review of the Form 990 The approval of the Form 990 has been delegated by the Board of Directors to the Tax Review Subcommittee. The Tax Review Subcommittee reviews and approves the Form 990 prior to filing. The Form 990 with Schedule B redacted is sent to the full Board of Directors for review prior to filing. Form 990, Part VI, Line 12c Conflict of Interest Policy Annual completion of the conflict of interest disclosure statement is required by the Board of Directors of the Foundation. Stated disclosures are investigated by in-house legal counsel and reported to the Chair of the Audit Committee. The Chair reviews any potential conflicts and makes a recommendation to the board, if appropriate. The Board makes the final determination of whether or not there is a disqualifying event. At any time, a board member may recuse himself/herself from the discussion. The individual is also required to disclose any known or possible conflicts that arise during the year. Form 990, Part VI, Line 15a Review of Compensation Market data on compensation is gathered and analyzed and the information is then provided to the Compensation Subcommittee of the Executive Committee. Based on the data provided, the Compensation Subcommittee submits recommendations for compensation of officers and disqualified persons to the Executive Committee. The Executive Committee, with the authority provided to them by the Board of Directors, approves all disqualified person salaries and reports the salaries to the Board. Form 990, Part VI, Line 19 Governing Documents Audited Financial Statements are published on the Organization's website. All other governing docs are available to the public upon request. UNF Investments LLC PO Box 82555 Lincoln NE 68501 470795794 Business Dev NE 673381 3907713 U of NE Fdn UNF Charitable Gift Fund 1010 Lincoln Mall Suite 300 Lincoln NE 68508 200288992 Char. Giving NE 501(c)(3) 7 U of Ne Fdn true false true true false false false false false false false false true false true false false false true true UNF Charitable Gift Fund c 1410980 Accrual UNF Charitable Gift Fund r 2800000 Cash UNF Charitable Gift Fund s 1000200 Cash UNF Charitable Gift Fund b 2302281 Accrual