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UNF CHARITABLE GIFT FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
UNF CHARITABLE GIFT FUND (EIN 20-0288992)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-08
IRS object ID
201201299349300715
Schema version
2010v3.7
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)
Timestamp2012-05-08T09:06:31-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

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 Line1Two Central Park Plaza Suite 1501AddressLine1
CityOmahaCity
StateNEState
ZIP Code681021626ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200288992EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNF Charitable Gift FundBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNFCNameControl
Phone4024581100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11010 LINCOLN MALLAddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68508ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJason KennedyName
TitleVICE PRESIDENT/TREASURERTitle
Date Signed2012-04-25DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORRAINE A EGGERName
Phone4023481450Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 NO 300AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68508ZIPCode
FieldValueIRS element (for citing)
Gross Receipts514626GrossReceipts
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 Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year728002ContributionsGrantsPriorYear
Contributions Grants Current Year241469ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year29603InvestmentIncomePriorYear
Investment Income Current Year21959InvestmentIncomeCurrentYear
Other Revenue Prior Year1458229OtherRevenuePriorYear
Other Revenue Current Year284OtherRevenueCurrentYear
Total Revenue Prior Year2215834TotalRevenuePriorYear
Total Revenue Current Year263712TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year4396771GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY334119GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year792093OtherExpensePriorYear
Other Expenses Current Year360008OtherExpensesCurrentYear
Total Expenses Prior Year5188864TotalExpensesPriorYear
Total Expenses Current Year694127TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2973030RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-430415RevenuesLessExpensesCY
Total Assets BOY10899327TotalAssetsBOY
Total Assets EOY10588238TotalAssetsEOY
Total Liabilities BOY527914TotalLiabilitiesBOY
Total Liabilities EOY625775TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10371413NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9962463NetAssetsOrFundBalancesEOY
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
Expense680233Expense
Grants334119Grants
Revenue0Revenue
DescriptionSupport for various charities by gift option directives.Description
Total Program Service Expense680233TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
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
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
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 Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
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 PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
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 NO 300AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68508ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
John C Goldner
Director1.0X000
James E Rembolt
Director1.0X000
Robert H Berkshire
Director1.0X000
Earl L Wright
Director1.0X000
Michael D Jones
Director1.0X000
Tonn M Ostergard
Director1.0X000
Jeffery L Orr
Director1.0X000
Tracy Edgerton
President5.001273939925X
Keith D Miles
Vice President5.0016068525110X
Kimberly Peschka Bilder
Secretary5.00600345073X
Jason Kennedy
Vice President/Treasurer5.0016099625366X
Daniel H Morin
Vice Pres & Dir Invest5.0021559319096X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs724701TotalReportableCompFrmRltdOrgs
Total Other Compensation84570TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Seacrest and Kalkowski PC LLO
1111 Lincoln Mall Suite 350LINCOLNNE68508Legal Services243511
Snitily Carr
300 S 68th StreetLINCOLNNE68510Advertising178188
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
All Other Contributions241469AllOtherContributions
Noncash Contributions752NoncashContributions
Total Contributions241469TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column22319TotalRevenueColumn
Exclusion$22,319ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities250554Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities250914Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-360Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-360TotalRevenueColumn
Exclusion-$360ExclusionAmount

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 Column284TotalRevenueColumn
Exclusion$284ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue284TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column263712TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total334119Total
Program Services334119ProgramServices

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)
Total4775Total
Management And General4775ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total19769Total
Program Services19769ProgramServices

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)
Total0Total

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 (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
COMMUNITY DEVELOPMENT326345326345
Miscellaneous56305630
Investment Expense34893489

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total694127Total
Program Services680233ProgramServices
Management And General13894ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY172192BOY
EOY136963EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8083374BOY
EOY9429271EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY250162BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1458229BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis339250LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY
EOY339250EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY596120BOY
EOY682754EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY339250BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10899327BOY
EOY10588238EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY500BOY
EOY10093EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY527414BOY
EOY615682EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY527914BOY
EOY625775EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2565917BOY
EOY2567879EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY7605496BOY
EOY7194584EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY200000BOY
EOY200000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10371413BOY
EOY9962463EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10899327BOY
EOY10588238EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-430415ReconcilationRevenueExpenses
Reconcilation Other Changes21465ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years2367372CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5082534CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1132570CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year728002CurrentTaxYearMinus1Year
Current Tax Year241469CurrentTaxYear
Total9551947Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2367372CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5082534CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1132570CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year728002CurrentTaxYearMinus1Year
Current Tax Year241469CurrentTaxYear
Total9551947Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5458562AmountsSubstContributorsTotal
Public Support Total1704093385PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years68899CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years328957CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years238278CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31909CurrentTaxYearMinus1Year
Current Tax Year22319CurrentTaxYear
Total690362Total
FieldValueIRS element (for citing)
Total Support10242309TotalSupport
Gross Receipts From Admissions Etc1458513GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.39965PublicSupportPertcentage170
Public Support Pertcent Prior Year0.34960PublicSupportPertcentPriorYear
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals19769FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals19769FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals674358FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals694127FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals129119FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals32280FilingOrganizationsTotals
FieldValueIRS element (for citing)
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus1409443CurrentYearMinus1
Current Year129119CurrentYear
Total538562Total
FieldValueIRS element (for citing)
Lobbying Ceiling$807,843LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus1223148CurrentYearMinus1
Current Year19769CurrentYear
Total242917Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus1102361CurrentYearMinus1
Current Year32280CurrentYear
Total134641Total
FieldValueIRS element (for citing)
Grassroots Ceiling$201,962GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held8NumberDAFsHeld
Donor Advised Contributions752DonorAdvisedContributions
Grants Paid From Donor Funds430119GrantsPaidFromDonorFunds
Aggregate DAF Value7368822AggregateDAFValue
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 Balance152106BeginningOfYearBalance
Investment Earnings Or Losses47894InvestmentEarningsOrLosses
End Of Year Balance200000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance195587BeginningOfYearBalance
Investment Earnings Or Losses-45314InvestmentEarningsOrLosses
Other Expenditures8059OtherExpenditures
End Of Year Balance142214EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
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 Value682754BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities682754TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSITS HELD IN CUSTODY FOR OTHERSDescription
Amount$615,682Amount
FieldValueIRS element (for citing)
Total Of Amounts615682TotalOfAmounts
Total Revenue263712TotalRevenue
Total Expenses694127TotalExpenses
Excess Or Deficit For Year-430415ExcessOrDeficitForYear
Net Unrealized GL On Investments21465NetUnrealizedGLOnInvestments
Total Adjustments21465TotalAdjustments
Excess Or Deficit Per FS-408950ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt285177TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments21465NetUnrealizedGainsInvestments
Revenue Not Rptd F99021465RevenueNotRptdF990
Revenue Subtotal263712RevenueSubtotal
Total Revenue Per Form990263712TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt694127TotExpensesEtcAuditedFinclStmt
Expenses Subtotal694127ExpensesSubtotal
Total Expenses Per Form990694127TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EndowmentPart V, Line 4The income from the endowed funds is to be used for scholarship support to the University of Nebraska Foundation and for support to the American Heart Association.
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 2011, 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 (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
United Way of Lincoln and Lancaster County
238 S 13thLincolnNE68508470376624501(c)(3)10000Charitable contribution
Nebraska Trail Foundation
5000 N 7th StreetLincolnNE68521360061007501(c)(3)25000Charitable Contribution
Big Brothers Big Sisters Impact Circle
10831 Old Mill Rd Ste 400OmahaNE68154470466144501(c)(3)7500Charitable Contribution
NECC Foundation
PO Box 469NorfolkNE687020469510145185501(c)(3)75000Charitable Contributions
University of Nebraska Foundation
1010 Lincoln Mall 300LincolnNE68508470379839501(c)(3)11026Charitable Contribution
College View Seventh Day Adventist Church
4801 Prescott AveLincolnNE68506476050019501(c)(3)50000Charitable Contribution
American Red Cross
220 Oakcreek DrLincolnNE68501530196605501(c)(3)10000Charitable Contribution
Cornhusker Council Boy Scouts of America
600 S 120thWaltonNE68461470378985501(c)(3)10000Charitable ContributionPO Box 269
Matt Talbot Kitchen
PO Box 80935LincolnNE68501363945814501(c)(3)33000Charitable Contribution
Lincoln Parks Foundation
2740 A Street Box 201LincolnNE68502363853746501(c)(3)83334Charitable Contribution
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants10TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE I, PART I, LINE 2Identifier
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)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
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 (3 entries)

Base 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
Daniel H Morin
01745530400000104001433206868023679300
Keith D Miles
01417050180000980011634015321018764000
Jason Kennedy
01430160170000980011890015307018819300

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 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.
990 PART XI, LINE 5UNREALIZED GAIN ON INVESTMENTS 21,465
990 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.
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.
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Tonn M. Ostergard TITLE:Director HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Tracy Edgerton TITLE:President HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Keith D Miles TITLE:Vice President HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Kimberly Peschka Bilder TITLE:Secretary HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Jason Kennedy TITLE:Vice President/Treasurer HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Daniel H Morin TITLE:Vice Pres & Dir Invest HOURS:40

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 Mall Suite 300AddressLine1
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)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
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 OrgfalseOtherTransferFromOtherOrg

Averaging Attachment AveragingAttachment