KANSAS UNIVERSITY ENDOWMENT ASSOC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS UNIVERSITY ENDOWMENT ASSOC (EIN 48-0547734)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201330459349300808
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T08:22:47-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565596 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480547734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANS | NameControl |
| Phone | 7858327400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 928 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 660440928 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY W DAVIS | Name |
| Title | TREASURER | Title |
| Phone | 7858327400 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00032493 | PTIN |
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KU ENDOWMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DALE SEUFERLING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 928 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 660440928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 583453367 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KUENDOWMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY SUPPORT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 300 | TotalNbrEmployees |
| Total Nbr Volunteers | 71 | TotalNbrVolunteers |
| Total Gross UBI | -136436 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -164977 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 109911593 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 118770141 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1793498 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2085529 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34269420 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5665879 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13455116 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8970531 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 159429627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 135492080 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28065778 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30776549 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42821100 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43551815 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 193375 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 113794 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11340763 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 62055389 | OtherExpensePriorYear |
| Other Expenses Current Year | 68463944 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 133135642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142906102 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26293985 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7414022 | RevenuesLessExpensesCY |
| Total Assets BOY | 1478771447 | TotalAssetsBOY |
| Total Assets EOY | 1443442782 | TotalAssetsEOY |
| Total Liabilities BOY | 102179307 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 106063300 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1376592140 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1337379482 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | KU ENDOWMENT PARTNERS WITH DONORS IN PROVIDING PHILANTHROPIC SUPPORT TO BUILD A GREATER UNIVERSITY OF KANSAS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30253291 | Expense |
| Grants | 30253291 | Grants |
| Description | STUDENT SUPPORT--VIRTUALLY ALL SCHOLARSHIPS, AWARDS AND FELLOWSHIPS AWARDED BY KU COME FROM PRIVATE CONTRIBUTIONS TO KU ENDOWMENT. THIS YEAR, ABOUT 6,900 STUDENTS RECEIVED FINANCIAL ASSISTANCE FROM KU ENDOWMENT FUNDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 35314403 | Expense |
| Grants | 523258 | Grants |
| Description | FACULTY SUPPORT INCREASED BY 4 PERCENT OVER THE PREVIOUS YEAR. IN ADDITION TO FACULTY DEVELOPMENT AND AWARDS, SUPPORT BY DONORS THROUGH KU ENDOWMENT PROVIDED MORE THAN 88 PERCENT OF TOTAL FUNDING FOR KU'S DISTINGUISHED PROFESSORS. THIS SUPPORT IS INVALUABLE IN CREATING THE VIBRANT TEACHING AND RESEARCH ENVIRONMENT THAT ONE EXPECTS AT AN INTERNATIONAL RESEARCH UNIVERSITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40029684 | Expense |
| Revenue | 2943901 | Revenue |
| Description | SUPPORT FROM PRIVATE DONORS STRENGTHENS ACADEMIC PROGRAMS AND BRINGS RENOWNED SCHOLARS, ARTISTS AND PERFORMERS TO KU. IT ALSO EXPANDS THE HOLDINGS OF KU'S LIBRARIES AND MUSEUMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14660550 | Expense |
| Revenue | 499544 | Revenue |
| Description | FACILITIES SUPPORT--CONSTRUCTION, EQUIPMENT, SUPPLIES AND FURNISHINGS FUNDED BY PRIVATE GIVING. THIS AMOUNT FLUCTUATES FROM YEAR TO YEAR, DEPENDING ON THE TIMELINE OF CONSTRUCTION PROJECTS. MORE THAN TWO-THIRDS OF KANSAS UNIVERSITY BUILDINGS AND ABOUT 85% OF THE LAND AVAILABLE FOR CAMPUS EXPANSION WERE MADE POSSIBLE BY PRIVATE GIFTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14660550 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 499544 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 120257928 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1066 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 300 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY W DAVIS TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7858327400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1891 CONSTANT AVENUE | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 660473743 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DALE W SEUFERLING | ||||||||
| PRESIDENT | 40.00 | X | X | 322108 | 0 | 58883 | ||
| D JEROME DAVIES | ||||||||
| SECRETARY/SRVP DEVELOPMENT | 40.00 | X | X | 200896 | 0 | 43997 | ||
| JEFFREY W DAVIS | ||||||||
| TREASURER/SR VP FINANCE | 40.00 | X | X | 189273 | 0 | 87415 | ||
| WILLIAM R DOCKING | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| RA EDWARDS | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 3.00 | X | 0 | 0 | 0 | |||
| CHARLES E HEATH | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| A DRUE JENNINGS | ||||||||
| CHAIR, EXEC COMMITTEE-VOLU | 4.00 | X | 0 | 0 | 0 | |||
| MD MICHAELIS | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| LINDA ELLIS SIMS | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| TODD L SUTHERLAND | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 3.00 | X | 0 | 0 | 0 | |||
| DEANELL REECE TACHA | ||||||||
| VICE CHAIR, EXEC COMMITTEE | 3.00 | X | 0 | 0 | 0 | |||
| ROBERT D TAYLOR | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| KURT D WATSON | ||||||||
| EXEC COMMITTEE-VOLUNTEER | 4.00 | X | 0 | 0 | 0 | |||
| STEPHANIE GRINAGE | ||||||||
| VP MEDICAL DEVELOPMENT | 40.00 | 164161 | 0 | 31934 | X | |||
| JAMES MECHLER | ||||||||
| VP DEVELOPMENT | 40.00 | 146594 | 0 | 34117 | X | |||
| WILLIAM GREEN | ||||||||
| SVP INFORMATION SYSTEMS | 40.00 | 147219 | 0 | 43388 | X | |||
| CLARK CROPP | ||||||||
| SVP ADMINISTRATION | 40.00 | 145928 | 0 | 51566 | X | |||
| MARK P WILSON | ||||||||
| AVP CAMPAIGN PLAN & MGMT | 40.00 | 135061 | 0 | 17044 | X | |||
| MONTE L SOUKUP | ||||||||
| SVP PROPERTY | 40.00 | 121241 | 0 | 28425 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1572481 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 396769 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MAR LAN CONSTRUCTION LLC | |||||
| 1008 NEW HAMPSHIRE STE 200 | LAWRENCE | KS | 66044 | CONSTRUCTION | 1885579 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT CONSULTING | 1058190 |
| ARR ROOFING LLC | |||||
| 1060 W SANTA FE | OLATHE | KS | 66061 | CONSTRUCTION | 621257 |
| COMMERCIAL INSTALLATION & CONSTRUCTION C | |||||
| 14720 W 105TH ST | LENEXA | KS | 66215 | CONSTRUCTION | 577076 |
| ASTRO TURF LLC | |||||
| 2680 ABUTMENT RD | DALTON | GA | 30720 | CONSTRUCTION | 525252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| Fundraising Events | 15575783 | FundraisingEvents |
| Related Organizations | 219285 | RelatedOrganizations |
| Government Grants | 16978724 | GovernmentGrants |
| All Other Contributions | 85996349 | AllOtherContributions |
| Noncash Contributions | 2938092 | NoncashContributions |
| Total Contributions | 118770141 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LOAN INTEREST | 522200 | 1585985 | 1585985 |
| BUILDING LEASE | 531120 | 306350 | 306350 |
| APARTMENT RENTALS | 531110 | 175609 | 175609 |
| OTHER REAL ESTATE | 531390 | 17585 | 17585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2085529 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19727421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1357916 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -179104 | UnrelatedBusinessRevenue |
| Exclusion | $18,548,609 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1733125 | TotalRevenueColumn |
| Exclusion | $1,733,125 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 432909213 | Securities |
| Other | 155000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 446968545 | Securities |
| Other | 157210 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -14059332 | Securities |
| Other | -2210 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14061542 | TotalRevenueColumn |
| Exclusion | -$14,061,542 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4193499 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15575783 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 835532 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3357967 | TotalRevenueColumn |
| Exclusion | $3,357,967 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER RECEIPTS | 900099 | 2671166 | $2,671,166 | |
| AGRICULTURE | 110000 | 1165605 | $1,165,605 | |
| OIL & GAS EXTRACTION | 211110 | 42668 | 42668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3879439 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135492080 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3443445 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -136436 | UnrelatedBusinessRevenue |
| Exclusion | $13,414,930 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30776549 | Total |
| Program Services | 30776549 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142133 | Total |
| Management And General | 690159 | ManagementAndGeneral |
| Fundraising | 451974 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39730332 | Total |
| Program Services | 30312095 | ProgramServices |
| Management And General | 3352411 | ManagementAndGeneral |
| Fundraising | 6065826 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1132227 | Total |
| Management And General | 376662 | ManagementAndGeneral |
| Fundraising | 755565 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830268 | Total |
| Management And General | 336798 | ManagementAndGeneral |
| Fundraising | 493470 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716855 | Total |
| Management And General | 302363 | ManagementAndGeneral |
| Fundraising | 414492 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208795 | Total |
| Program Services | 75251 | ProgramServices |
| Management And General | 113789 | ManagementAndGeneral |
| Fundraising | 19755 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159112 | Total |
| Management And General | 159112 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113794 | Total |
| Fundraising | 113794 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5422311 | Total |
| Program Services | 620451 | ProgramServices |
| Management And General | 4801860 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5616558 | Total |
| Program Services | 4479051 | ProgramServices |
| Management And General | 64030 | ManagementAndGeneral |
| Fundraising | 1073477 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1269316 | Total |
| Program Services | 605810 | ProgramServices |
| Management And General | 63177 | ManagementAndGeneral |
| Fundraising | 600329 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3515336 | Total |
| Program Services | 2764142 | ProgramServices |
| Management And General | 208876 | ManagementAndGeneral |
| Fundraising | 542318 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100094 | Total |
| Program Services | 1017607 | ProgramServices |
| Management And General | 82487 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1262833 | Total |
| Program Services | 1111936 | ProgramServices |
| Management And General | 128155 | ManagementAndGeneral |
| Fundraising | 22742 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282340 | Total |
| Program Services | 138384 | ProgramServices |
| Management And General | 116525 | ManagementAndGeneral |
| Fundraising | 27431 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3511909 | Total |
| Program Services | 2831345 | ProgramServices |
| Management And General | 77455 | ManagementAndGeneral |
| Fundraising | 603109 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454779 | Total |
| Program Services | 339808 | ProgramServices |
| Management And General | 44932 | ManagementAndGeneral |
| Fundraising | 70039 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85672 | Total |
| Program Services | 85672 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1381616 | Total |
| Program Services | 1142045 | ProgramServices |
| Management And General | 179314 | ManagementAndGeneral |
| Fundraising | 60257 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210505 | Total |
| Program Services | 98827 | ProgramServices |
| Management And General | 104131 | ManagementAndGeneral |
| Fundraising | 7547 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX | -767 | -767 | ||
| TRANSFERS TO UNIVERSITY | 25854028 | 25854028 | ||
| CONSTRUCTION | 6930569 | 6930569 | ||
| EQUIPMENT & FURNISHINGS | 5287318 | 6699 | 5275319 | 5300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5911620 | Total |
| Program Services | 5799039 | ProgramServices |
| Management And General | 99243 | ManagementAndGeneral |
| Fundraising | 13338 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142906102 | Total |
| Program Services | 120257928 | ProgramServices |
| Management And General | 11307411 | ManagementAndGeneral |
| Fundraising | 11340763 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4915010 | BOY |
| EOY | 6807684 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53708184 | BOY |
| EOY | 114126340 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59099049 | BOY |
| EOY | 65137924 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4678795 | BOY |
| EOY | 12072273 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46533288 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7779617 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36625990 | BOY |
| EOY | 38753671 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881861535 | BOY |
| EOY | 719049232 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372309259 | BOY |
| EOY | 425620263 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22085419 | BOY |
| EOY | 21268537 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43488206 | BOY |
| EOY | 40606858 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1478771447 | BOY |
| EOY | 1443442782 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32197456 | BOY |
| EOY | 44440486 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69981851 | BOY |
| EOY | 61622814 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102179307 | BOY |
| EOY | 106063300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165500927 | BOY |
| EOY | 154810822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 807991773 | BOY |
| EOY | 775717672 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403099440 | BOY |
| EOY | 406850988 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1376592140 | BOY |
| EOY | 1337379482 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1478771447 | BOY |
| EOY | 1443442782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -7414022 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -31798636 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87578360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102470771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107274043 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109911593 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118770141 | CurrentTaxYear |
| Total | 526004908 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87578360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102470771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107274043 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109911593 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118770141 | CurrentTaxYear |
| Total | 526004908 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10188766 | AmountsSubstContributorsTotal |
| Public Support Total170 | 515816142 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55295296 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41192246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28896790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32853347 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28312004 | CurrentTaxYear |
| Total | 186549683 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -11291 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -10648 | CurrentTaxYearMinus1Year |
| Current Tax Year | -164977 | CurrentTaxYear |
| Total | -60889 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 712493702 | TotalSupport |
| Gross Receipts From Admissions Etc | 36898335 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 120257928 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 120257928 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 52000 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 52000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 686280 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 822485264 | BeginningOfYearBalance |
| Contributions | 31575638 | Contributions |
| Investment Earnings Or Losses | -31381920 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11694829 | GrantsOrScholarships |
| Other Expenditures | 22659829 | OtherExpenditures |
| End Of Year Balance | 788414325 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 683222760 | BeginningOfYearBalance |
| Contributions | 28231498 | Contributions |
| Investment Earnings Or Losses | 134790574 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10034480 | GrantsOrScholarships |
| Other Expenditures | 13725088 | OtherExpenditures |
| End Of Year Balance | 822485264 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 573344085 | BeginningOfYearBalance |
| Contributions | 23213567 | Contributions |
| Investment Earnings Or Losses | 117037613 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10574040 | GrantsOrScholarships |
| Other Expenditures | 19798465 | OtherExpenditures |
| End Of Year Balance | 683222760 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 753554225 | BeginningOfYearBalance |
| Contributions | 21731857 | Contributions |
| Investment Earnings Or Losses | -167933094 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20809436 | GrantsOrScholarships |
| Other Expenditures | 13199467 | OtherExpenditures |
| End Of Year Balance | 573344085 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00360 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53730 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.45910 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12752228 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8647362 | OtherCostOrOtherBasis |
| Book Value | 21399590 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22064431 | OtherCostOrOtherBasis |
| Depreciation | 6019582 | Depreciation |
| Book Value | 16044849 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3047039 | OtherCostOrOtherBasis |
| Depreciation | 1760035 | Depreciation |
| Book Value | 1287004 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 22228 | InvestmentCostOrOtherBasis |
| Book Value | 22228 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38753671 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MARKETABLE ALTERNATIVE INVESTMENTS | 265441992 | F |
| NON-MARKETABLE ALTERNATIVE INVESTMTS | 42224607 | F |
| OTHER LLC'S AND LLP'S | 116299838 | F |
| REAL EST,ROYALTY,&MINERAL INTERESTS | 1653826 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 425620263 | TotalOfBookValueSecurities |
| Total Revenue | 135492080 | TotalRevenue |
| Total Expenses | 142906102 | TotalExpenses |
| Excess Or Deficit For Year | -7414022 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -25979980 | NetUnrealizedGLOnInvestments |
| Other | -$5,818,656 | OtherAmount |
| Total Adjustments | -31798636 | TotalAdjustments |
| Excess Or Deficit Per FS | -39212658 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 104361679 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -25979980 | NetUnrealizedGainsInvestments |
| Other Revenues | -392839 | OtherRevenues |
| Revenue Not Rptd F990 | -26372819 | RevenueNotRptdF990 |
| Revenue Subtotal | 130734498 | RevenueSubtotal |
| Other Revenues Not Included | 4757582 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4757582 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 135492080 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 143574335 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5425815 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5425815 | ExpensesNotRptdF990 |
| Expenses Subtotal | 138148520 | ExpensesSubtotal |
| Other Expenses Not Included | 4757582 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4757582 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 142906102 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | OVER THE YEARS, DONORS HAVE GIVEN IN-KIND GIFTS OF ART AND LIBRARY COLLECTIONS, OR HAVE ESTABLISHED FUNDS FOR THE PURPOSE OF PURCHASING SUCH ITEMS FOR THE MUSEUMS, LIBRARIES AND TEACHING FACILITIES OF THE UNIVERSITY OF KANSAS. SUCH GIFTS ARE ADMINISTERED BY KU ENDOWMENT IN ACCORDANCE WITH ANY APPROPRIATE DONOR RESTRICTIONS THAT MAY BE PLACED UPON THE GIFT. | |
| PART IV, LINE 2B: | KU ENDOWMENT HOLDS CERTAIN ENDOWMENT AND OTHER FUNDS ON BEHALF OF AFFILIATES OF THE UNIVERSITY AND OTHER THIRD PARTIES. | |
| PART V, LINE 4: | ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 2,745 INDIVIDUAL FUND ACCOUNTS ESTABLISHED TO PROVIDE SUPPORT FOR A VARIETY OF UNIVERSITY PROGRAMS ACROSS GENERATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| AMORTIZATION OF PENSION ADJUSTMENTS -4,590,283. CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND -68,214. CHANGE IN VALUE OF LIFE INCOME GIFTS -733,202. CHANGE IN VALUE OF LIFE INSURANCE -426,957. TOTAL TO SCHEDULE D, PART XI, LINE 8: -5,818,656. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF LIFE INCOME GIFTS -733,201. CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND -68,214. FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) 835,532. CHANGE IN VALUE OF LIFE INSURANCE CASH VALUE -426,956. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT INCOME (REDUCED BY INVESTMENT EXPENSES) 4,757,582. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FUNDRAISING EVENT DIRECT EXPENSES (SEE PART VIII, LINE 8B) 835,532. AMORTIZATION OF PENSION ADJUSTMENTS 4,590,283. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT EXPENSES 4,757,582. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 168913000 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | FUNDRAISING | 2400 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | FUNDRAISING | 3900 |
| NORTH AMERICA | 0 | 0 | FUNDRAISING | 1600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 168920900 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 168920900 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE F, PART I, LINE 3: THE AMOUNT FOR "INVESTMENTS" REPRESENTS THE TOTAL BOOK VALUE OF ALL INVESTMENTS IN THE REGION AS OF JUNE 30, 2012. SUCH INVESTMENTS BY THE ORGANIZATION ARE PASSIVE AND DO NOT CONSTITUTE ANY ACTIVITY RELATED TO THE ORGANIZATION'S PROGRAM SERVICES. INCOME FROM THESE HOLDINGS ARE REPORTED NET OF RELATED INVESTMENT EXPENSES, WHICH ARE DISCLOSED AS A NOTE TO THE AUDITED FINANCIAL STATEMENT. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRENZEBACH GLIER AND ASSOCIATES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN PLANNING, FEASIBILITY ANALYSIS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 113794 | AmountRetainedByContractor |
| Net To Organization | -113794 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 113794 | TotalRetainedByContractors |
| Total Net To Organization | -113794 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | KY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 20% OF RIGHT TO PURCHASE TICKETS | NameOfEvent1 |
| Gross Receipts Event1 | 17188034 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 13750427 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3437607 | GrossRevenueEvent1 |
| Name Of Event2 | CANCER CENTER BENEFIT DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 1208381 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 870075 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 338306 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 137746 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 79955 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 165000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 71582 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 17 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1372867 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 955281 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 417586 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 81104 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 161400 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 24779 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 113966 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 19769282 | GrossReceiptsTotal |
| Charitable Contributions Total | 15575783 | CharitableContributionsTotal |
| Gross Revenue Total Events | 4193499 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 218850 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 241355 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 189779 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 185548 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 835532 | DirectExpenseSummaryEvents |
| Net Income Summary | 3357967 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF KANSAS THE UNIVERSITY OF KANSAS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 IOWA STREET 240 C-0 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 66045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 486029925 | EINOfRecipient |
| IRC Section | SECTION 115 | IRCSection |
| Amount Of Cash Grant | 30776549 | AmountOfCashGrant |
| Purpose Of Grant | STUDENT SCHOLARSHIPS AND FELLOWSHIPS AND STUDENT AND FACULTY AWARDS AND PRIZES. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MANY DISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE FOR STUDENT SCHOLARSHIPS OR FOR UNIVERSITY EMPLOYEE SALARIES AND SIMILAR EXPENSES WHICH ARE DISBURSED DIRECTLY TO THE STATE OF KANSAS, UNIVERSITY OF KANSAS, AND WHICH ARE INCURRED DIRECTLY IN THE ACTIVE CONDUCT OF ACTIVITIES CONSTITUTING THE EXEMPT PURPOSE OR FUNCTION FOR WHICH THE INSTITUTION IS ORGANIZED AND OPERATED. OTHERWISE, DISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH ACCOUNTABLE PLAN PROCEDURES AND ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND SIMILAR STANDARDS, IN ACCORDANCE WITH APPLICABLE GIFT INSTRUMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALE W SEUFERLING | |||||||||||||
| 322108 | 0 | 0 | 0 | 0 | 0 | 48148 | 0 | 10735 | 0 | 380991 | 0 | 0 | 0 |
| D JEROME DAVIES | |||||||||||||
| 200896 | 0 | 0 | 0 | 0 | 0 | 33489 | 0 | 10508 | 0 | 244893 | 0 | 0 | 0 |
| JEFFREY W DAVIS | |||||||||||||
| 189273 | 0 | 0 | 0 | 0 | 0 | 79164 | 0 | 8251 | 0 | 276688 | 0 | 0 | 0 |
| STEPHANIE GRINAGE | |||||||||||||
| 164161 | 0 | 0 | 0 | 0 | 0 | 26706 | 0 | 5228 | 0 | 196095 | 0 | 0 | 0 |
| JAMES MECHLER | |||||||||||||
| 146594 | 0 | 0 | 0 | 0 | 0 | 23796 | 0 | 10321 | 0 | 180711 | 0 | 0 | 0 |
| WILLIAM GREEN | |||||||||||||
| 147219 | 0 | 0 | 0 | 0 | 0 | 35569 | 0 | 7819 | 0 | 190607 | 0 | 0 | 0 |
| CLARK CROPP | |||||||||||||
| 145928 | 0 | 0 | 0 | 0 | 0 | 41218 | 0 | 10348 | 0 | 197494 | 0 | 0 | 0 |
| MARK P WILSON | |||||||||||||
| 135061 | 0 | 0 | 0 | 0 | 0 | 15960 | 0 | 1084 | 0 | 152105 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | REGARDING TRAVEL FOR COMPANIONS, KU ENDOWMENT'S WRITTEN GUIDELINES ARE AS FOLLOWS: "FOR SPOUSE EXPENSES TO BE REIMBURSABLE, THE EXPENSE MUST BE REQUIRED BY YOUR SUPERVISOR AND IT IS EXPECTED THAT THE EVENT IN WHICH YOUR SPOUSE IS INCLUDED WILL INCLUDE SPOUSES OF GUESTS, AND BOTH REQUIREMENTS SHOULD BE STATED ON THE REIMBURSEMENT REQUEST." IN KEEPING WITH THIS POLICY, TRAVEL EXPENSES WERE REIMBURSED, AND NOT TREATED AS COMPENSATION, FOR A SPOUSE TO ACCOMPANY AN OFFICER TO ASSIST IN A VOLUNTEER CAPACITY WITH DONOR DEVELOPMENT AT SEVERAL EVENTS, WHICH ALSO REQUIRED ATTENDANCE BY THE OFFICER. COUNTRY CLUB DUES WERE PAID ON BEHALF OF TWO OFFICERS AND TWO HIGHLY COMPENSATED EMPLOYEES TO PROMOTE FUNDRAISING EFFORTS. THESE AMOUNTS ARE TREATED AS COMPENSATION TO THESE EMPLOYEES. |
| PART I, LINE 4B | ONE OFFICER MEETS THE CRITERIA TO PARTICIPATE IN THE NONQUALIFIED RETIREMENT PLAN AS OF THE PARTICIPANT'S NORMAL RETIREMENT DATE, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE AMOUNT INCLUDED IN COLUMN (C) AS DEFERRED COMPENSATION FOR DALE W. SEUFERLING ATTRIBUTABLE TO THE NONQUALIFIED RETIREMENT PLAN IS $16,205. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RA EDWARDS | |||
| EXECUTIVE COMMITTEE OF KU ENDOWMENT | 218906 | SEE PART V - R.A. EDWARDS IS PRESIDENT OF FIRST NATIONAL BANK OF HUTCHINSON, WHICH MANAGES INCOME-PRODUCING FARM PROPERTIES HELD BY KU ENDOWMENT. | 0 |
| KURT D WATSON | |||
| EXECUTIVE COMMITTEE OF KU ENDOWMENT | 288620 | SEE PART V - KURT WATSON IS PRESIDENT OF THE IMA FINANCIAL GROUP, WHICH RECEIVES FEES AS AN INSURANCE CONSULTANT AND BROKER. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 207 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2748827 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 34265 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST (SAME AS PROCEEDS) | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 155000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET COMPARABLES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A. DRUE JENNINGS AND TODD SUTHERLAND HAVE A BUSINESS RELATIONSHIP. M.D. MICHAELIS, R.A. EDWARDS, TODD SUTHERLAND, ROBERT TAYLOR, AND KURT WATSON HAVE A BUISNESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BYLAWS OF THE ORGANIZATION PROVIDE FOR A BOARD OF TRUSTEES TO BE COMPRISED OF 50 TO 75 MEMBERS. THE BOARD OF TRUSTEES ARE RESERVED A LIMITED NUMBER OF POWERS WHICH INCLUDE: 1.) ELECTION OR REMOVAL OR TO FILL VACANCIES IN THE EXECUTIVE COMMITTEE; AND 2.) ELECTION OF THE CHAIR OF THE EXECUTIVE COMMITTEE. THE OTHER POWERS PROVIDED TO THE MEMBERS OF THE BOARD OF TRUSTEES ARE OUTLINED IN THE EXPLANATION TO QUESTION 7B BELOW. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE LIMITED POWERS OF THE MEMBERS OF THE BOARD OF TRUSTEES OF THE ORGANIZATION ALSO INCLUDE: 1.) ELECTION OR REMOVAL OR TO FILL VACANCIES OF THE MEMBERS OF THE BOARD OF TRUSTEES; 2.) CHANGE IN THE NUMBER OF MEMBERS OF THE BOARD OF TRUSTEES; 3.) AMENDMENT OF THE ARTICLES OF INCORPORATION; AND 4.) LIQUIDATION OR DISSOLUTION OF KU ENDOWMENT, OR DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF KU ENDOWMENT, OR ANY MERGER OF KU ENDOWMENT INTO OR WITH ANOTHER CORPORATION. THE BYLAWS DO NOT GRANT THE MEMBERS OF THE BOARD OF TRUSTEES ANY OTHER POWERS OTHER THAN THOSE INDICATED ABOVE. A FULL LIST OF THE MEMBERS OF THE BOARD OF TRUSTEES CAN BE FOUND ON THE ORGANIZATION'S WEBSITE: WWW.KUENDOWMENT.ORG | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED INTERNALLY BY THE TAX AND COMPLIANCE REPORTING OFFICER. AN INTERNAL REVIEW OF THE RETURN IS COMPLETED BY APPROPRIATE KU ENDOWMENT PERSONNEL. AN EXTERNAL TAX PREPARER THEN COMPLETES A REVIEW OF THE RETURN. A DRAFT COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE TO REVIEW AND RECOMMEND REVISIONS. ANY SUCH RECOMMENDATIONS ARE PROVIDED IN A TIMELY MANNER TO INCORPORATE THEM IN THE RETURN BEFORE TRANSMITTAL TO THE IRS. THE AUDIT COMMITTEE REVIEWS THE 990 ON BEHALF OF THE GOVERNING BODY (THE EXECUTIVE COMMITTEE) AND RECOMMENDS APPROVAL OF THE 990 BY THE EXECUTIVE COMMITTEE. THE FINAL VERSION OF THE 990 IS PLACED ON THE TRUSTEE INTRANET FOR THE EXECUTIVE COMMITTEE TO REVIEW PRIOR TO FILING. AFTER TRANSMITTAL OF THE FINAL RETURN TO THE IRS, A COPY OF THE RETURN IS PLACED ON THE ORGANIZATION'S PUBLIC WEBSITE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, UPON DISCLOSURE OF A CONFLICT OF INTEREST, THE CHAIR OF THE EXECUTIVE COMMITTEE OR 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 15 | COMPENSATION OF OFFICERS AND SUCH OTHER PERSONS AS DESIGNATED BY THE EXECUTIVE COMMITTEE SHALL BE DETERMINED BY THE COMPENSATION COMMITTEE AND BE CONFIRMED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY ADJUST COMPENSATION DETERMINED BY THE COMPENSATION COMMITTEE WHENEVER, IN ITS JUDGMENT, THE BEST INTERESTS OF KU ENDOWMENT WOULD BE SERVED THEREBY. A COMPENSATION COMMITTEE OF NOT LESS THAN FIVE NOR MORE THAN SEVEN TRUSTEES SHALL BE APPOINTED ANNUALLY BY THE CHAIR OF THE EXECUTIVE COMMITTEE. THE CHAIR OF THE EXECUTIVE COMMITTEE SHALL DESIGNATE ONE COMPENSATION COMMITTEE MEMBER AS CHAIR. A MAJORITY IN NUMBER OF THE COMMITTEE SHALL CONSTITUTE A QUORUM. THE COMPENSATION COMMITTEE MUST CONSIST OF INDIVIDUALS WHO (I) DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS OR TRANSACTIONS; (II) HAVE OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ANY DETERMINATION; AND (III) ADEQUATELY DOCUMENT THE BASIS FOR COMMITTEE DECISIONS CONCURRENTLY WITH MAKING DETERMINATIONS. THE COMMITTEE IS DIRECTED TO ACT IN A MANNER THAT WILL AVOID THE INTERMEDIATE SANCTIONS PROVISIONS OF THE INTERNAL REVENUE CODE. ITS DUTIES SHALL BE THE REVIEW, STUDY AND RECOMMENDATION OF REASONABLE AND NECESSARY COMPENSATION FOR OFFICERS AND EMPLOYEES OF KU ENDOWMENT AND ANY AND ALL SUCH ADDITIONAL FUNCTIONS AS MAY FROM TIME TO TIME BE DESIGNATED BY THE EXECUTIVE COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 18 | KU ENDOWMENT WAS GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX IN 1934, AND RECEIVED ADDITIONAL CONFIRMATION OF THIS EXEMPTION ON JUNE 1, 2000, AND MOST RECENTLY ON OCTOBER 18, 2010. A COPY OF THE LATTER IS AVAILABLE ON THE ORGANIZATION'S WEBSITE UNDER THE TAB, "ACCOUNTABILITY," "FINANCIALS AND FORMS," "IRS DETERMINATION LETTER." | |
| FORM 990, PART VI, SECTION C, LINE 19 | KU ENDOWMENT'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE UNDER THE TAB "ACCOUNTABILITY," "FINANCIALS AND FORMS," "2012 AUDIT REPORT." A COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE UNDER THE TAB "ABOUT US," "LEADERSHIP,"BOARD OF TRUSTEES." | |
| FORM 990, PART VII, SECTION A, COLUMN (B) | THE FOLLOWING PERSONS LISTED IN SECTION A EACH DEVOTED AN ADDITIONAL .10 HOURS PER WEEK TO THE KU ENDOWMENT CHARITABLE GIFT FUND, A RELATED ORGANIZATION: CHARLES HEATH, KURT D. WATSON, LINDA ELLIS SIMS, DALE W. SEUFERLING, D. JEROME DAVIES, JEFFREY W. DAVIS. | AVERAGE HOURS PER WEEK DEVOTED TO A RELATED ORGANIZATION |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -25,979,980. AMORTIZATION OF PENSION ADJUSTMENTS -4,590,283. CHANGE IN NET INTEREST IN KU ENDOWMENT CHARITABLE GIFT FUND -68,214. CHANGE IN VALUE OF LIFE INCOME GIFTS -733,202. CHANGE IN VALUE OF LIFE INSURANCE -426,957. TOTAL TO FORM 990, PART XI, LINE 5: -31,798,636. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| FOBW LLC | |||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 262224227 | INACTIVE | KS | 0 | 0 | THE KANSAS UNIVERSITY ENOWMENT ASSOCIATION |
| CWAPTS LLC | |||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 453170274 | RENTAL REAL ESTATE | KS | -64493 | 2702217 | THE KANSAS UNIVERSITY ENOWMENT ASSOCIATION |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE KU ENDOWMENT CHARITABLE GIFT FUND | ||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 200317170 | SUPPORT FOR KU ENDOWMENT AND 501(C)(3)'S NAMED IN GOVERNING DOCUMENT. | KS | 501(C)(3) | 11A, TYPE I | N/A | 0 |
| LEON KARELITZ CHARITABLE TRUST | ||||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | 616400249 | SUPPORT FOR KU ENDOWMENT PURSUANT TO GOVERNING DOCUMENT. | KS | 501(C)(3) | 11A, TYPE I | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (60) | |||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | KS | N/A | T | ||||||||
| CHARITABLE REMAINDER TRUST (1) | |||||||||||
| SPLIT INTEREST TRUST PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | IL | N/A | T | ||||||||
| CHARITABLE REMAINDER TRUST (1) | |||||||||||
| SPLIT INTEREST TRUST PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | CO | N/A | T | ||||||||
| CHARITABLE REMAINDER TRUSTS (3) | |||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | MO | N/A | T | ||||||||
| CHARITABLE LEAD TRUSTS (2) | |||||||||||
| SPLIT INTEREST TRUSTS PROVIDING SUPPORT TO KU ENDOWMENT ASSOCIATION | OH | N/A | T | ||||||||
| LORRAINE M LOVE CHARITABLE REMAINDER UNITRUST | |||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | PO BOX 700 | JUNCTION CITY | KS | 66441 | 481247473 | 3685 | 130745 | 1.00000 |
| AGNES LAURETTA MCCLAIR TEST TRUST | |||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | C/O BNK OF AMERICA PO BOX 831041 | DALLAS | TX | 75283 | 486126736 | 107212 | 857966 | 1.00000 |
| MARY SELLARS FUND | |||||||||||
| SEC. 4947(A)(1) NONEXEMPT CHARITABLE TRUST SUPPORTING KU ENDOWMENT | KS | N/A | T | C/O BNK OF AMERICA PO BOX 831041 | DALLAS | TX | 75283 | 486203686 | 18731 | 282465 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE KU ENDOWMENT CHARITABLE GIFT FUND | ||
| C | 219285 | CASH |
| LORRAINE M LOVE CHARITABLE REMAINDER UNITRUST | ||
| C | 8308 | CASH |
| AGNES LAURETTA MCCLAIR TEST TRUST | ||
| C | 49150 | CASH |
| MARY SELLARS FUND | ||
| C | 17553 | CASH |