2013-05-13T13:48:32-05:00 2012-06-30 KPMG LLP Two Central Park Plaza Suite 1501 Omaha NE 681021626 990 2011-07-01 200288992 UNF Charitable Gift Fund % JASON D KENNEDY UNFC 4024581100 1010 Lincoln Mall Lincoln NE 68508 JASON KENNEDY 2013-05-10 true 4023481450 2011 2016-02-24 21:20:13Z NU DONOR SELECT JASON D KENNEDY 1010 LINCOLN MALL NO 300 LINCOLN NE 68508 2344427 false X N/A X 2003 NE The UNF Charitable Gift Fund was established to enable donors to make charitable donations to multiple organizations, including the University of Nebraska. 7 7 0 0 0 0 241469 1648107 0 0 21959 -9897 284 31227 263712 1669437 334119 3862379 0 0 0 0 0 0 0 360008 210504 694127 4072883 -430415 -2403446 10588238 7830310 625775 312255 9962463 7518055 THE UNF CHARITABLE GIFT FUND WAS ESTABLISHED TO ENABLE DONORS TO MAKE CHARITABLE DONATIONS TO MULTIPLE ORGANIZATIONS, INCLUDING THE UNIVERSITY OF NEBRASKA. false false 4046897 3862379 Support for various charities by gift option directives. 4046897 true true false false false true false false false true true true false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false false true 1 0 true 0 false false false false false false false false false false false false false X 7 7 false false false false false true false true true false false false true true true true true false false false X JASON D KENNEDY 4024581100 1010 LINCOLN MALL NO 300 LINCOLN NE 68508 X Thomas E Henning 1.0 X Allan S Noddle 1.0 X John C Goldner 1.0 X James E Rembolt 1.0 X Earl L Wright 1.0 X Michael D Jones 1.0 X Tonn M Ostergard 1.0 X Jeffery L Orr 1.0 X Daniel H Morin 5.0 X 0 143315 10742 Tracy Edgerton 5.0 X 131089 9805 Keith D Miles 5.0 X 0 167275 25974 Kimberly Peschka Bilder 5.0 X 63405 5180 Jason Kennedy 5.0 X 0 167109 26131 0 672193 77832 0 false true false RichtersBrinkman PO Box 83481 Lincoln NE 68501 CONSULTING SERVICES 112395 1 29400 1618707 674990 1648107 0 20533 20533 0 0 644560 674990 -30430 -30430 -30430 0 0 0 MISCELLANEOUS 900099 31227 31227 31227 1669437 21330 3862379 3862379 0 0 0 0 0 0 0 0 0 0 0 16380 16380 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY DEVELOPMENT 184518 184518 COMMISSION EXPENSE 5963 5963 PROPERTY TAX 3532 3532 MISCELLANEOUS 111 111 4072883 4046897 25986 0 136963 266819 9429271 6160699 0 0 0 0 0 0 0 0 0 0 0 0 0 0 339250 339250 339250 0 0 682754 1063542 0 0 0 0 0 0 10588238 7830310 10093 10415 0 0 0 0 0 0 0 0 0 0 0 0 0 0 615682 301840 625775 312255 X 2567879 1361693 7194584 5357430 200000 798932 9962463 7518055 10588238 7830310 X -2403446 -40962 X false true true X false X 5082534 1132570 728002 241469 1648107 8832682 5082534 1132570 728002 241469 1648107 8832682 5545275 3287407 328957 238278 31909 22319 20533 641996 9474678 1489740 0.34697 0.39965 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 1295079 2782919 6083232 true true 200000 620088 -61377 0 758711 152106 47894 200000 142214 19182 9290 152106 195587 -45314 8059 142214 0.02690 0.97310 false true true 339250 339250 339250 POOLED INVESTMENT WITH UNF 1063542 F 1063542 0 DEPOSITS HELD IN CUSTODY FOR OTHERS 301840 301840 1669437 4072883 -2403446 -40962 -40962 -2444408 1628475 -40962 -40962 1669437 1669437 4072883 4072883 4072883 Endowment Part V, Line 4 The net income from the donor advised endowed funds is distributed to qualified charities as recommended by the doner. FIN 48 FOOTNOTE SCHEDULE D, PART X, LINE 2 The 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 years ending 2012 and 2011, management determined that there are no income tax positions requiring recognition in the financial statements. true Ashland Area Foundation PO Box Ashland NE 68003 470773235 501(c)(3) 100000 Charitable Contribution BryanLGH Foundation 1600 S 48th St Lincoln NE 68506 237005720 501(c)(3) 17500 Charitable Contribution Child Advocacy Center 5025 Garland St Lincoln NE 68504 470793765 501(c)(3) 40000 Charitable Contribution College View Seventh Day Adventist Church 4801 Prescott Ave Lincoln NE 68506 476050019 501(c)(3) 77778 Charitable Contribution Downtown Lincoln Association 206 S 13th St Ste 101 Lincoln NE 68508 363774978 501(c)(3) 60000 Charitable Contribution Lincoln Community Foundation 215 Centennial Mall South Room 100 Lincoln NE 68508 470458128 501(c)(3) 27000 Charitable Contribution Madonna Rehabilitation Hospital Foundation 5401 South St Lincoln NE 68506 237159940 501(c)(3) 40000 Charitable Contribution Nature Conservancy of Nebraska 1007 Leavenworth St Omaha NE 68102 530242652 501(c)(3) 10000 Charitable Contribution Nebraska Art Association DBA Sheldon Art Assoc PO Box 880300 Lincoln NE 68588 476026671 501(c)(3) 27500 Charitable Contribution NECC Foundation PO Box 469 Norfolk NE 687020469 510145185 501(c)(3) 75000 Charitable Contribution Union College 3800 S 48th Lincoln NE 68506 470405319 501(c)(3) 9000 Charitable Contribution United Way of Lincoln 238 S 13th Lincoln NE 68508 201412874 501(c)(3) 10000 Charitable Contribution University of Nebraska Foundation 1010 Lincoln Mall Lincoln NE 68508 470379839 501(c)(3) 3323708 Charitable Contribution 13 0 Monitoring of Grant Funds Schedule I, Part I, Line 2 Donors 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) public charity in good standing, the recommendation is presented and voted upon by the Grants Committee. false false false false false false false false false Daniel H Morin 0 81726 0 40000 0 21589 0 8411 0 3337 0 155063 0 0 Keith D Miles 0 149068 0 18000 0 207 0 12267 0 15614 0 195156 0 0 Jason Kennedy 0 150025 0 17000 0 84 0 12424 0 15630 0 195163 0 0 Form 990, Schedule J, Line 3 Officers 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 organization does not compensate a CEO, executive director, officers, key employees or any top management official. X 1 50152 FMV X 1 624838 Appraisal 0 false true true Third Parties Schedule M, LIne 32B UNF Charitable Gift Fund uses brokers to sell securities. Governing Documents Form 990, Part VI, Section C, Line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. 990 Review Form 990, Part VI Section B, Line 11B The 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. Reconciliation of Net Assets Form 990, Part XI, Line 5 UNREALIZED LOSS ON INVESTMENTS ($40,962) Compensation Review 990 PART VI LINE 15A & 15B The 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. Election of Board of Directors Form 990, Part VI, Line 7A THE ELECTION OF THE BOARD OF DIRECTORS OF THE UNF CHARITABLE GIFT FUND IS SUBJECT TO THE APPROVAL BY THE UNIVERSITY OF NEBRASKA FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C Annual completion of the conflict of interest disclosure is required by the board of directors and all officers of the UNF Charitable Gift Fund. Stated disclosures 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. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Tonn M. Ostergard TITLE:Director HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Daniel H Morin TITLE:Vice Pres & Dir Invest HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Tracy Edgerton TITLE:President HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Keith D Miles TITLE:Vice President HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kimberly Peschka Bilder TITLE:Secretary HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jason Kennedy TITLE:Vice President/Treasurer HOURS:40 University of Nebraska Foundation 1010 Lincoln Mall LINCOLN NE 68501 470379839 SUPPORT EDU NE 501(c)(3) 7 NA false false true true false false false false false false false false true true false false false true true