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UNF CHARITABLE GIFT FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNF CHARITABLE GIFT FUND (EIN 20-0288992)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-13
IRS object ID
201421339349304632
Schema version
2012v2.3
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)
Timestamp2014-05-13T16:23:21-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11212 North 96th Street Suite 300AddressLine1
CityOmahaCity
StateNEState
ZIP Code68114ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200288992EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNF Charitable Gift FundBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JASON D KENNEDYInCareOfName
Name ControlUNFCNameControl
Phone4024581100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11010 Lincoln MallAddressLine1
Address Line2Suite 300AddressLine2
CityLincolnCity
StateNEState
ZIP Code68508ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJASON KENNEDYName
TitleVP & TREASURERTitle
Phone4024581100Phone
Date Signed2014-05-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone4023481450Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1NU Donor SelectBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonJASON D KENNEDYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11010 LINCOLN MALL Suite 300AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68508ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2575450GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2003YearFormation
State Legal DomicileNEStateLegalDomicile
Activity Or Mission DescriptionThe UNF Charitable Gift Fund was established to enable donors to make charitable donations to multiple organizations, including the University of Nebraska.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1648107ContributionsGrantsPriorYear
Contributions Grants Current Year2218901ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-9897InvestmentIncomePriorYear
Investment Income Current Year82194InvestmentIncomeCurrentYear
Other Revenue Prior Year31227OtherRevenuePriorYear
Other Revenue Current Year169OtherRevenueCurrentYear
Total Revenue Prior Year1669437TotalRevenuePriorYear
Total Revenue Current Year2301264TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3862379GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2773201GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year210504OtherExpensePriorYear
Other Expenses Current Year361986OtherExpensesCurrentYear
Total Expenses Prior Year4072883TotalExpensesPriorYear
Total Expenses Current Year3135187TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2403446RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-833923RevenuesLessExpensesCY
Total Assets BOY7830310TotalAssetsBOY
Total Assets EOY6772688TotalAssetsEOY
Total Liabilities BOY312255TotalLiabilitiesBOY
Total Liabilities EOY47235TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7518055NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6725453NetAssetsOrFundBalancesEOY
Mission DescriptionTHE UNF CHARITABLE GIFT FUND WAS ESTABLISHED TO ENABLE DONORS TO MAKE CHARITABLE DONATIONS TO MULTIPLE ORGANIZATIONS, INCLUDING THE UNIVERSITY OF NEBRASKA.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2914226Expense
Grants2773201Grants
DescriptionSupport for various charities by gift option directives.Description
Total Program Service Expense2914226TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJASON D KENNEDYNamePerson
Telephone Number4024581100TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11010 LINCOLN MALL Suite 300AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68508ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Thomas E Henning
Director1.00.0X
Allan S Noddle
Director1.00.0X
John C Goldner
Director1.00.0X
James E Rembolt
Director1.00.0X
Earl L Wright
Director1.00.0X
Michael D Jones
Director1.00.0X
Harley D Bergmeyer
Director1.00.0X
Robert B Harris
Director1.00.0X
Lynn A Roper
Director1.00.0X
Tracy Edgerton
President5.040.0X012867810089
Keith D Miles
Vice President & Counsel5.040.0X017402126453
Kimberly Peschka Bilder
Corporate Secretary5.040.0X652195296
Jason Kennedy
Vice President & Treasurer5.040.0X017387126524
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs541789TotalReportableCompFrmRltdOrgs
Total Other Compensation68362TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonRichtersBrinkmanNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 83481AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68501ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesConsulting ServicesDescriptionOfServices
Compensation126632Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Related Organizations66000RelatedOrganizations
All Other Contributions2152901AllOtherContributions
Noncash Contributions2500NoncashContributions
Total Contributions2218901TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column43572TotalRevenueColumn
Exclusion$43,572ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities312808Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities274186Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities38622Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column38622TotalRevenueColumn
Exclusion$38,622ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column169TotalRevenueColumn
Exclusion$169ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue169TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2301264TotalRevenueColumn
Exclusion$82,363ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2773201Total
Program Services2773201ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20525Total
Management And General20525ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1779Total
Management And General1779ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
COMMUNITY DEVELOPMENT141025141025
Commission Expense4747
Income Tax Expense195000195000
Property Tax36103610

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3135187Total
Program Services2914226ProgramServices
Management And General220961ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY266819BOY
EOY46105EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6160699BOY
EOY5056139EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY464574EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis339250LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY339250BOY
EOY339250EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1063542BOY
EOY861020EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY5600EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7830310BOY
EOY6772688EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY10415BOY
EOY10415EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY301840BOY
EOY36820EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY312255BOY
EOY47235EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1361693BOY
EOY513497EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5357430BOY
EOY5402674EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY798932BOY
EOY809282EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7518055BOY
EOY6725453EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7830310BOY
EOY6772688EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-833923ReconcilationRevenueExpenses
Reconciliation Unrealized Invest41321ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1132570CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years728002CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years241469CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1648107CurrentTaxYearMinus1Year
Current Tax Year2218901CurrentTaxYear
Total5969049Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1132570CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years728002CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years241469CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1648107CurrentTaxYearMinus1Year
Current Tax Year2218901CurrentTaxYear
Total5969049Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total3130367AmountsSubstContributorsTotal
Public Support Total1702838682PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years238278CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31909CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22319CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20533CurrentTaxYearMinus1Year
Current Tax Year43572CurrentTaxYear
Total356611Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support6325660TotalSupport
Gross Receipts From Admissions Etc1489909GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.44876PublicSupportPertcentage170
Public Support Pertcent Prior Year0.34700PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held11NumberDAFsHeld
Donor Advised Contributions1171042DonorAdvisedContributions
Grants Paid From Donor Funds1590077GrantsPaidFromDonorFunds
Aggregate DAF Value5594657AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance758711BeginningOfYearBalance
Contributions10350Contributions
Investment Earnings Or Losses85034InvestmentEarningsOrLosses
Other Expenditures8177OtherExpenditures
End Of Year Balance845918EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance200000BeginningOfYearBalance
Contributions620088Contributions
Investment Earnings Or Losses-61377InvestmentEarningsOrLosses
Other Expenditures0OtherExpenditures
End Of Year Balance758711EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance152106BeginningOfYearBalance
Investment Earnings Or Losses47894InvestmentEarningsOrLosses
End Of Year Balance200000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance142214BeginningOfYearBalance
Investment Earnings Or Losses19182InvestmentEarningsOrLosses
Other Expenditures9290OtherExpenditures
End Of Year Balance152106EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance195587BeginningOfYearBalance
Investment Earnings Or Losses-45314InvestmentEarningsOrLosses
Other Expenditures8059OtherExpenditures
End Of Year Balance142214EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.08030BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.91970PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis339250InvestmentCostOrOtherBasis
Book Value339250BookValue
FieldValueIRS element (for citing)
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings339250TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionPooled Investment with UNFDescription
Book Value861020BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities861020TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSITS HELD IN CUSTODY FOR OTHERSDescription
Amount$36,820Amount
FieldValueIRS element (for citing)
Total Of Amounts36820TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt2342585TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments41321NetUnrealizedGainsInvestments
Revenue Not Rptd F99041321RevenueNotRptdF990
Revenue Subtotal2301264RevenueSubtotal
Total Revenue Per Form9902301264TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3135187TotExpensesEtcAuditedFinclStmt
Expenses Subtotal3135187ExpensesSubtotal
Total Expenses Per Form9903135187TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EndowmentPart V, Line 4The net income from the donor advised endowed funds is distributed to qualified charities as recommended by the donor.
FIN 48 FOOTNOTESchedule D, Part X, Line 2The Fund is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Fund 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 year 2013 and 2012, management determined that there are no income tax positions requiring recognition in the financial statements.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
CHILDREN OF HOPE AND FAITH INC
903 Bluegrass LnChampaignIL61822264159791501(c)(3)8000Charitable Contribution
DOWNTOWN LINCOLN ASSOCIATION FOUNDATION
206 S 13th Ste 101LincolnNE68508363774978501(c)(3)30000Charitable Contribution
NEBRASKA ALLIANCE OF CHILD ADVOCACY CENTERS
11949 Q StreetOmahaNE68137470789054501(c)(3)77425Charitable Contribution
NEBRASKA WRESTLING TRAINING CENTER
3610 Old Dominion RdLincolnNE68516273438024501(c)(3)10000Charitable Contribution
TEAMMATES
6801 O StreetLincolnNE68510262658139501(c)(3)196108Charitable Contribution3020 S 72nd St Ste 295
University of Nebraska
3835 Holdredge StLincolnNE68588470049123501(c)(3)364457Charitable ContributionRoom 100
UNITED WAY OF LINCOLN & LANCASTER COUNTY
238 S 13th StLincolnNE68508470376624501(c)(3)10000Charitable Contribution
UNIVERSITY OF NEBRASKA FOUNDATION
1010 Lincoln MallLincolnNE68508470379839501(c)(3)2068166Charitable Contribution
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants8TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierMonitoring of Grant FundsIdentifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationDonors are required to submit a grant recommendation form stating the recommended charity and the recommended grant amount. Once verified that the recommended charity is a 501(c)(3) charity in good standing, the recommendation is presented and voted upon by the Grants Committee.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Keith D Miles
Vice President & Counsel01601860136420193013211014436020166800
Jason Kennedy
Vice President & Treasurer0160125013662084013282014439020159200

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierCompensationIdentifier
Return ReferenceForm 990, Schedule J, Line 3ReturnReference
ExplanationOfficers spend a substantial amount of their time working for the University of Nebraska Foundation, a related organization, and their compensation is reviewed by this organization. The UNF Charitable Gift Fund does not compensate a CEO, Executive Director, officers, key employees, or any top management official.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Governing DocumentsForm 990, Part VI, Section C, Line 19The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
990 ReviewForm 990, Part VI, Section B, Line 11BThe Form 990 is reviewed and approved by the Officers of the UNF Charitable Gift Fund prior to filing and a final copy with Schedule B redacted is given to the Board prior to the time of filing.
ELECTION OF BOARD OF DIRECTORS990 PART VI, LINE 7ATHE ELECTION OF THE BOARD OF DIRECTORS OF THE UNF CHARITABLE GIFT FUND IS SUBJECT TO APPROVAL BY THE UNIVERSITY OF NEBRASKA FOUNDATION.
Compensation ReviewForm 990, PART VI, LINE 15A & 15BThe organization does not compensate a CEO, executive director, officers, key employees or any top management official. These questions have been marked "No" as directed by the instructions.
Conflict of Interest POLICYForm 990, Part VI, Section B, Line 12CAnnual completion of the conflict of interest disclosure is required by the Board of Directors and all officers of the UNF Charitable Gift Fund. Stated conflicts are investigated by in-house legal counsel and reported to the Chair of the Board of Directors. 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 or officer may declare a conflict of interest and recuse himself/herself from the discussion. The individual is also required to disclose any known or possible conflicts of interest that arise during the calendar year.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1University of Nebraska FoundationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11010 Lincoln MallAddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68501ZIPCode
FieldValueIRS element (for citing)
EIN470379839EIN
Primary ActivitiesSUPPORT EDUPrimaryActivities
Legal Domicile StateNELegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg