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The KU Endowment Charitable Gift Fund: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
The KU Endowment Charitable Gift Fund (EIN 20-0317170)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-13
IRS object ID
201500449349301550
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-13T11:09:21-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200317170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KU ENDOWMENT CHARITABLE GIFT FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlKUENBusinessNameControlTxt
Phone7858327400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 928AddressLine1
CityLAWRENCECity
StateKSState
ZIP Code660440928ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY W DAVISPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7858327400PhoneNum
Signature2015-02-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER BOGGSPreparerPersonNm
PTINP00032493PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDALE SEUFERLINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 928AddressLine1
CityLAWRENCECity
StateKSState
ZIP Code660440928ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$637,390GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE CHARITABLE ORGANIZATIONS SPECIFIED IN SCHEDULE A, PART I.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$500,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$493,531PYInvestmentIncomeAmt
CY Investment Income$538,401CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,469PYTotalRevenueAmt
CY Total Revenue$538,401CYTotalRevenueAmt
PY Grants And Similar Paid$24,450PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$952,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$40PYOtherExpensesAmt
CY Other Expenses$1,998CYOtherExpensesAmt
PY Total Expenses$24,490PYTotalExpensesAmt
CY Total Expenses$954,498CYTotalExpensesAmt
PY Revenues Less Expenses-$18,021PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$416,097CYRevenuesLessExpensesAmt
Total Assets BOY$7,079,289TotalAssetsBOYAmt
Total Assets EOY$7,769,948TotalAssetsEOYAmt
Total Liabilities BOY$386,061TotalLiabilitiesBOYAmt
Total Liabilities EOY$406,773TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,693,228NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,363,175NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO STRENGTHEN THE UNIVERSITY AND COMMUNITIES THAT HAVE TOUCHED THE LIVES OF KU ALUMNI AND FRIENDS, THE MISSION OF THE KU ENDOWMENT CHARITABLE GIFT FUND IS TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS TO FURTHER THE CHARITABLE OBJECTIVES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION AND A NUMBER OF COMMUNITY FOUNDATIONS ACROSS THE COUNTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$952,500ExpenseAmt
Grant$952,500GrantAmt
DescTHE KU ENDOWMENT CHARITABLE GIFT FUND MAKES IT POSSIBLE FOR A DONOR TO SUPPORT OTHER CHARITIES (AS LISTED ON SCHEDULE A) WHILE AT LEAST 25% OF THEIR CHARITABLE GIFTS FURTHER THE MISSION OF THE UNIVERSITY OF KANSAS. A DONOR CAN ESTABLISH A CHARITABLE REMAINDER UNITRUST OR A DONOR ADVISED FUND WHERE OTHER 501(C)(3) CHARITIES MAY BE BENEFITED IN ADDITION TO THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION.Desc
Total Program Service Expenses$952,500TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY W DAVIS TREASURERBusinessNameLine1
FieldValueIRS element (for citing)
Phone7858327400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11891 CONSTANT AVENUEAddressLine1
CityLAWRENCECity
StateKSState
ZIP Code660473743ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CHARLES E HEATH
VICE CHAIR (VOLUNTEER)0.104.00Yes (X)$0$0$0
KURT D WATSON
CHAIR (VOLUNTEER)0.104.00Yes (X)$0$0$0
LINDA ELLIS SIMS
SECRETARY (VOLUNTEER)0.104.00Yes (X)$0$0$0
DALE W SEUFERLING
PRESIDENT0.1040.00$0$358,387$89,932Yes (X)
D JEROME DAVIES
SR VP DEVELOPMENT0.1040.00$0$220,055$49,723Yes (X)
JEFFREY W DAVIS
TREASURER0.1040.00$0$218,347$119,136Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$796,789TotReportableCompRltdOrgAmt
Total Other Compensation$258,791TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,011TotalRevenueColumnAmt
Exclusion$230,011ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$407,379SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$98,989SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$308,390SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$308,390TotalRevenueColumnAmt
Exclusion$308,390ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$538,401TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$538,401ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$952,500TotalAmt
Program Services$952,500ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,998TotalAmt
Management And General$1,998ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$954,498TotalAmt
Program Services$952,500ProgramServicesAmt
Management And General$1,998ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,134BOYAmt
EOY$97,519EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$107,716BOYAmt
EOY$107,026EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$1,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,877,439BOYAmt
EOY$7,564,403EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,079,289BOYAmt
EOY$7,769,948EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$386,061BOYAmt
EOY$406,773EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$386,061BOYAmt
EOY$406,773EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,856BOYAmt
EOY$11,364EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,682,372BOYAmt
EOY$7,351,811EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,693,228BOYAmt
EOY$7,363,175EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,079,289BOYAmt
EOY$7,769,948EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$416,097ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$998,772NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$87,272OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (37 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndUS OrganizedUSOrganizedIndSupportSupportAmt
KS UNIVERSITY ENDOWMNTASSN(THE)
4805477345Yes (1)Yes (1)$938,500
THE ARIZONA COMMUNITY FOUND
8603483067Yes (1)Yes (1)$0
COMMUNITY FOUND FOR S AZ
9426817657Yes (1)Yes (1)$0
CALIFORNIA COMMUNITY FOUND
9535100557Yes (1)Yes (1)$0
ORANGE COUNTY COMMUNITY FOUND
3303787787Yes (1)Yes (1)$0
SILICON VALLEY COMMUNITY FOUND
2052054887Yes (1)Yes (1)$0
EAST BAY COMMUNITY FOUNDATION
9460709968Yes (1)Yes (1)$0
MARIN COMMUNITY FOUNDATION
9430079798Yes (1)Yes (1)$0
SAN FRANCISCO FOUNDATION
0106793377Yes (1)Yes (1)$0
COMM FOUND SRVG BOULDER CTY
8411718368Yes (1)Yes (1)$0
THE DENVER FOUNDATION
8460483817Yes (1)Yes (1)$0
ROSE COMMUNITY FOUNDATION
8409208627Yes (1)Yes (1)$0
COMMFOUNDNAT'L CAPITAL REGION(THE)
2373431197Yes (1)Yes (1)$0
ST LOUIS COMMUNITY FOUND
4360231267Yes (1)Yes (1)$0
NEW YORK COMMUNITY TRUST
1330622148Yes (1)Yes (1)$0
TULSA COMMUNITY FOUNDATION
7315544747Yes (1)Yes (1)$0
COMMUNITIES FOUNDOF TEXASINC
7509645657Yes (1)Yes (1)$0
COMMUNITY FOUND OF NORTH TEXAS
7522677677Yes (1)Yes (1)$0
THE DALLAS FOUNDATION
7528903717Yes (1)Yes (1)$0
GREATER HOUSTON COMMUNITY FOUND
2371604007Yes (1)Yes (1)$0
GREATER TACOMA COMM FOUND(THE)
9110074597Yes (1)Yes (1)$0
THE SEATTLE FOUNDATION
9160135367Yes (1)Yes (1)$0
GREATER KSCITY COMMFOUND& AFFIL(THE)
4311523988Yes (1)Yes (1)$0
JEWISH COMMFOUND OF GRKSCITY
4360492817Yes (1)Yes (1)$0
COMMFOUNDOF DICKINSON CTYINC(THE
4812148507Yes (1)Yes (1)$0
CENTRAL KANSAS COMMUNITY FOUND
4812213689Yes (1)Yes (1)$0
COMMUNITY FOUND OF SOUTHWEST KS
4811174138Yes (1)Yes (1)$0
DOUGLAS COUNTY COMMUNITY FOUND
4812096878Yes (1)Yes (1)$14,000
GREATER SALINA COMM FOUND(THE
4812155037Yes (1)Yes (1)$0
HUTCHINSON COMMUNITY FOUND
4810769107Yes (1)Yes (1)$0
MANHATTAN COMMUNITY FOUND
4812155747Yes (1)Yes (1)$0
SOUTH CENTRAL COMMUNITY FOUND
4811567047Yes (1)Yes (1)$0
TOPEKA COMMUNITY FOUNDATION
4809721068Yes (1)Yes (1)$0
WESTERN KANSAS COMM FOUND
4811846677Yes (1)Yes (1)$0
WICHITA COMMUNITY FOUNDATION
4810223618Yes (1)Yes (1)$0
TRUMAN HEARTLAND COMM FOUND
4314821367Yes (1)Yes (1)$0
THE SAN DIEGO FOUNDATION
9529425827Yes (1)Yes (1)$0
FieldValueIRS element (for citing)
Supported Organizations Total37SupportedOrganizationsTotalCnt
Support Sum$952,500SupportSumAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$952,500DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,629,745DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE KANSAS UNIVERSITY ENDOWMENT ASSN
1891 CONSTANT AVENUELAWRENCEKS66047480547734501(C)(3)$938,500SUPPORT FOR THE UNIVERSITY OF KANSAS
DOUGLAS COUNTY COMMUNITY FOUNDATION
900 MASSACHUSETTS STE 406LAWRENCEKS66044481209687501(C)(3)$14,000SUPPORT FOR THE COMMUNITY SERVED BY THE DOUGLAS COUNTY COMMUNITY FOUNDATION
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS ARE APPROVED BY THE KU ENDOWMENT CHARITABLE GIFT FUND (THE "FUND") BOARD OF DIRECTORS. THE BOARD SHALL CONSIDER WHETHER THE ORGANIZATION RECOMMENDED IS EITHER THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION ("KU ENDOWMENT") OR ONE OF THE COMMUNITY FOUNDATIONS LISTED ON SCHEDULE A OF THE ARTICLES OF INCORPORATION OF THE FUND, OR A COMPONENT FUND OF KU ENDOWMENT OR OF SUCH COMMUNITY FOUNDATION, AND WHETHER THE ORGANIZATION'S PURPOSE FITS WITHIN THE PURPOSE OUTLINED IN THE FUND ARTICLES OF INCORPORATION AND BYLAWS. THE STAFF SHALL KEEP AND RECORD MINUTES ON THE BOARD'S DISCUSSIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DALE W SEUFERLING
PRESIDENT$0$358,387$0$0$0$0$0$78,769$0$11,163$0$448,319$0$0
D JEROME DAVIES
SR VP DEVELOPMENT$0$220,055$0$0$0$0$0$38,700$0$11,023$0$269,778$0$0
JEFFREY W DAVIS
TREASURER$0$218,347$0$0$0$0$0$110,433$0$8,703$0$337,483$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationONE 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 $54,560.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION, A KANSAS NOT-FOR-PROFIT CORPORATION, IS THE ONLY VOTING MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATHE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION, AS THE SOLE VOTING MEMBER, RESERVES THE POWER TO ELECT OR REMOVE DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BANY OF THE FOLLOWING ACTIONS TO BE TAKEN BY THE BOARD OF DIRECTORS OF THE KU ENDOWMENT CHARITABLE GIFT FUND (THE"FUND") SHALL BE SUBJECT TO THE APPROVAL OF THE MEMBER: (A) ELECTION OR REMOVAL OF DIRECTORS; (B) AMENDMENT OF THE ARTICLES OF INCORPORATION; (C) AMENDMENT OF THE BYLAWS; (D) LIQUIDATION OR DISSOLUTION OF THE FUND, OR DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF THE FUND, OR ANY MERGER OF THE FUND INTO OR WITH ANOTHER CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11UPON COMPLETION OF REVIEW BY AN EXTERNAL TAX PREPARER, A DRAFT COPY OF FORM 990 IS PROVIDED TO THE DIRECTORS AND OFFICERS TO REVIEW AND RECOMMEND REVISIONS. ANY SUCH RECOMMENDATIONS ARE PROVIDED TO THE EXTERNAL PREPARER IN TIME TO MAKE THE NECESSARY REVISIONS BEFORE TRANSMITTING THE RETURN TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE DIRECTORS AND OFFICERS OF THE KU ENDOWMENT CHARITABLE GIFT FUND (THE "FUND") ARE ALSO TRUSTEES OF THE SUPPORTED ORGANIZATION, THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION ("KU ENDOWMENT"), WHICH BY CONTRACT, MANAGES THE ACCOUNTING OF THE ORGANIZATION. THE FUND HAS ADOPTED AND OPERATES UNDER THE SAME CONFLICT OF INTEREST POLICY AS KU ENDOWMENT, WHICH IS AS FOLLOWS: TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, UPON DISCLOSURE OF A CONFLICT OF INTEREST, THE CHAIR OF THE EXECUTIVE COMMITTEE SHALL, IF APPROPRIATE APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE EXECUTIVE COMMITTEE OR COMMITTEE SHALL DETERMINE WHETHER KU ENDOWMENT CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS 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 AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 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. 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 15THE DIRECTORS OF THE KU ENDOWMENT CHARITABLE GIFT FUND (THE "FUND") SERVE IN A VOLUNTARY CAPACITY AND RECEIVE NO COMPENSATION. THE FUND CURRENTLY HAS NO PAID EMPLOYEES; HOWEVER, ITS OFFICERS ARE ALSO OFFICERS OF, AND RECEIVE COMPENSATION FROM, THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION ("KU ENDOWMENT"). THE BYLAWS OF THE FUND OUTLINE THE FOLLOWING POLICY, WHICH WOULD APPLY IF ANY COMPENSATION WERE TO BE PAID IN THE FUTURE: OFFICERS AND EMPLOYEES OF THE FUND SHALL RECEIVE REASONABLE AND NECESSARY SALARIES FOR THEIR SERVICES. SUCH SALARIES SHALL BE DETERMINED BY THE COMPENSATION COMMITTEE AND BE CONFIRMED BY THE BOARD. THE BOARD MAY ADJUST SALARIES DETERMINED BY THE COMPENSATION COMMITTEE WHENEVER, IN ITS JUDGMENT, THE BEST INTERESTS OF THE FUND WOULD BE SERVED THEREBY. THE COMPENSATION COMMITTEE MUST CONSIST OF INDIVIDUALS WHO (I) DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS OR TRANSACTIONS; (II) HAVE OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ANY DETERMINATION, AND (III) ADEQUATELY DOCUMENT THE BASIS FOR COMMITTEE DECISIONS CONCURRENTLY WITH MAKING DETERMINATIONS. THE COMMITTEE IS DIRECTED TO ACT IN A MANNER THAT WILL AVOID THE INTERMEDIATE SANCTIONS PROVISIONS OF THE INTERNAL REVENUE CODE.
FORM 990, PART VI, SECTION C, LINE 19THE KU ENDOWMENT CHARITABLE GIFT FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT 1891 CONSTANT AVENUE, LAWRENCE KS 66047, 785-832-7400. THE INFORMATION MAY BE MAILED OR SENT ELECTRONICALLY IF REQUESTED.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF LIFE INCOME GIFTS 87,272.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (37 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
PO BOX 928LAWRENCEKS660440928480547734UNIVERSITY OF KANSAS SUPPORTKS501(C)(3)5N/A0
THE ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016860348306COMMUNITY SUPPORTAZ501(C)(3)7N/A0
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
2250 E BROADWAY BLVDTUSCONAZ857196014942681765COMMUNITY SUPPORTAZ501(C)(3)7N/A0
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA ST STE 400LOS ANGELESCA90012953510055COMMUNITY SUPPORTCA501(C)(3)7N/A0
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD STE 510NEWPORT BEACHCA92660330378778COMMUNITY SUPPORTCA501(C)(3)7N/A0
THE SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR RD STE 200SAN DIEGOCA92106952942582COMMUNITY SUPPORTCA501(C)(3)7N/A0
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REAL NO 300MOUNTAIN VIEWCA94040205205488COMMUNITY SUPPORTCA501(C)(3)7N/A0
EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLAZAOAKLANDCA94612946070996COMMUNITY SUPPORTCA501(C)(3)8N/A0
MARIN COMMUNITY FOUNDATION
5 HAMILTON LANDING STE 200NOVATOCA94949943007979COMMUNITY SUPPORTCA501(C)(3)8N/A0
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER STE 1400SAN FRANCISCOCA94111010679337COMMUNITY SUPPORTCA501(C)(3)7N/A0
COMMUNITY FOUNDATION SERVING BOULDER COUNTY
1123 SPRUCE STBOULDERCO803024001841171836COMMUNITY SUPPORTCO501(C)(3)8N/A0
THE DENVER FOUNDATION
55 MADISON ST 8TH FLDENVERCO80206846048381COMMUNITY SUPPORTCO501(C)(3)7N/A0
ROSE COMMUNITY FOUNDATION
600 S CHERRY ST STE 1200DENVERCO802461712840920862COMMUNITY SUPPORTCO501(C)(3)7N/A0
THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION
1201 15TH ST NW STE 420WASHINGTONDC20005237343119COMMUNITY SUPPORTDC501(C)(3)7N/A0
GREATER ST LOUIS COMMUNITY FOUNDATION
319 N FOURTH ST STE 300ST LOUISMO63102436023126COMMUNITY SUPPORTMO501(C)(3)7N/A0
NEW YORK COMMUNITY TRUST
909 THIRD AVE 22ND FLNEW YORKNY10022133062214COMMUNITY SUPPORTNY501(C)(3)8N/A0
TULSA COMMUNITY FOUNDATION
7030 S YALE STE 600TULSAOK74136731554474COMMUNITY SUPPORTOK501(C)(3)7N/A0
COMMUNITIES FOUNDATION OF TEXAS INC
5500 CARUTH HAVEN LANEDALLASTX75225750964565COMMUNITY SUPPORTTX501(C)(3)7N/A0
COMMUNITY FOUNDATION OF NORTH TEXAS
306 W SEVENTH ST STE 1045FORT WORTHTX76102752267767COMMUNITY SUPPORTTX501(C)(3)7N/A0
THE DALLAS FOUNDATION
3963 MAPLE AVE STE 390DALLASTX75219752890371COMMUNITY SUPPORTTX501(C)(3)7N/A0
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DR STE 6000HOUSTONTX77056237160400COMMUNITY SUPPORTTX501(C)(3)7N/A0
THE GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE STE 1100TACOMAWA98402911007459COMMUNITY SUPPORTWA501(C)(3)7N/A0
THE SEATTLE FOUNDATION
1200 FIFTH AVE STE 1300SEATTLEWA98101916013536COMMUNITY SUPPORTWA501(C)(3)7N/A0
THE GREATER KANSAS CITY COMMUNITY FOUNDATION AND AFFILIATES
1055 BROADWAY STE 130KANSAS CITYMO64105431152398COMMUNITY SUPPORTMO501(C)(3)8N/A0
JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 104OVERLAND PARKKS66211436049281COMMUNITY SUPPORTKS501(C)(3)7N/A0
THE COMMUNITY FOUNDATION OF DICKINSON COUNTY INC
PO BOX 735ABILINEKS674100735481214850COMMUNITY SUPPORTKS501(C)(3)7N/A0
CENTRAL KANSAS COMMUNITY FOUNDATION
301 N MAIN STE 200NEWTONKS67114481221368COMMUNITY SUPPORTKS501(C)(3)9N/A0
COMMUNITY FOUNDATION OF SOUTHWEST KANSAS
PO BOX 1313DODGE CITYKS678011313481117413COMMUNITY SUPPORTKS501(C)(3)8N/A0
DOUGLAS COUNTY COMMUNITY FOUNDATION
900 MASSACHUSETTS STE 406LAWRENCEKS66044481209687COMMUNITY SUPPORTKS501(C)(3)8N/A0
THE GREATER SALINA COMMUNITY FOUNDATION
PO BOX 2876SALINAKS674022876481215503COMMUNITY SUPPORTKS501(C)(3)7N/A0
HUTCHINSON COMMUNITY FOUNDATION
PO BOX 298HUTCHINSONKS675040298481076910COMMUNITY SUPPORTKS501(C)(3)7N/A0
MANHATTAN COMMUNITY FOUNDATION
PO BOX 1127MANHATTANKS665051127481215574COMMUNITY SUPPORTKS501(C)(3)7N/A0
SOUTH CENTRAL COMMUNITY FOUNDATION
PO BOX 8624PRATTKS67124481156704COMMUNITY SUPPORTKS501(C)(3)7N/A0
TOPEKA COMMUNITY FOUNDATION
5431 SW 29TH STTOPEKAKS66614480972106COMMUNITY SUPPORTKS501(C)(3)8N/A0
WESTERN KANSAS COMMUNITY FOUNDATION
402 N MAINGARDEN CITYKS67846481184667COMMUNITY SUPPORTKS501(C)(3)7N/A0
WICHITA COMMUNITY FOUNDATION
301 N MAIN STE 100WICHITAKS67202481022361COMMUNITY SUPPORTKS501(C)(3)8N/A0
TRUMAN HEARTLAND COMMUNITY FOUNDATION
4200 LITTLE BLUE PARKWAY STE 340INDEPENDENCEMO640578303431482136COMMUNITY SUPPORTMO501(C)(3)7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KANSAS UNIVERSITY ENDOWMENT ASSOCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$938,500InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt