UNIVERSITY OF NEBRASKA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NEBRASKA FOUNDATION (EIN 47-0379839)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349302894
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T11:56:57-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Central Park Plaza Suite 1501 | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 681021626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470379839 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Nebraska Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4024581100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 82555 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON KENNEDY | Name |
| Title | VP AND TREASURER | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORRAINE A EGGER | Name |
| Phone | 4023481450 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JASON D KENNEDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Lincoln Mall St 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1222061132 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nufoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE FINANCIAL SUPPORT FOR THE UNIVERSITY OF NEBRASKA AND OVERSEE THE DISTRIBUTION OF GIFTS AND OF THE INTEREST EARNED FROM THE ENDOWED FUNDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 270 | TotalNbrEmployees |
| Total Nbr Volunteers | 426 | TotalNbrVolunteers |
| Total Gross UBI | 10568 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9568 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 134727148 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 172115292 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14082053 | InvestmentIncomePriorYear |
| Investment Income Current Year | 78330540 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2310936 | OtherRevenuePriorYear |
| Other Revenue Current Year | 837082 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 151120137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 251282914 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 106368643 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 130158987 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12867363 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14001053 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15267374 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12941746 | OtherExpensePriorYear |
| Other Expenses Current Year | 17868993 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 132177752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 162029033 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18942385 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 89253881 | RevenuesLessExpensesCY |
| Total Assets BOY | 1497643157 | TotalAssetsBOY |
| Total Assets EOY | 1749531088 | TotalAssetsEOY |
| Total Liabilities BOY | 244948297 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 321898024 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1252694860 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1427633064 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE FINANCIAL SUPPORT FOR THE UNIVERSITY OF NEBRASKA AND OVERSEE THE DISTRIBUTION OF GIFTS AND OF THE INTEREST EARNED FROM THE ENDOWED FUNDS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 130158987 | Expense |
| Grants | 130158987 | Grants |
| Revenue | 0 | Revenue |
| Description | The University of Nebraska Foundation raises and manages private finanical support from individuals, corporations, and other foundations for the benefit of the University of Nebraska. | Description |
| Total Program Service Expense | 130158987 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 175 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 270 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 2 | NumberOf8282Filed |
| Funds To Pay Premiums | true | FundsToPayPremiums |
| Premiums Paid | true | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | 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 | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jason D Kennedy | NamePerson |
| Telephone Number | 4024581100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 LINCOLN MALL ST 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Nancy Keegan | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Peter J Whitted | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mark Chronister | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Sid Dinsdale | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Kenneth M Green | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Deryl F Hamann | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| HH Kosman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Terry J Kroeger | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Robert F Krohn | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Kathryn R LeBaron | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| JoAnn M Martin | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Tonn M Ostergard | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James S Pittenger Jr | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Lynn G Roper | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Gregory D Stine | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Barbara Veach Weitz | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James B Milliken | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Robert L Whitehouse | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Clarence L Castner | ||||||||
| President and CEO | 40.0 | X | 379999 | 0 | 33076 | X | ||
| JAMES P ABEL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DWAYNE BROWN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RONALD L HARRIS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CLAIRE D JOHNSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| BRIAN C HAMILTON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS J HENNING | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| HARLEY BERGMEYER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| Keith D Miles | ||||||||
| VP General Counsel Corp Sec | 40.0 | 160685 | 0 | 25110 | X | |||
| Jason D Kennedy | ||||||||
| VP and Treasurer | 40.0 | 160996 | 0 | 25366 | X | |||
| Kevin C Meyer | ||||||||
| Sr VP Dir of Operations | 40.0 | 162973 | 0 | 25561 | X | |||
| Susan G Crotteau | ||||||||
| Asst VP Asst Corp Sec | 30.0 | 74124 | 0 | 16406 | X | |||
| D Joe Selig | ||||||||
| Sr Vice President | 40.0 | 194269 | 0 | 26271 | X | |||
| Peter G Kotsiopulus | ||||||||
| Vice President | 40.0 | 9420 | 0 | 0 | X | |||
| Kimberly Peska Bilder | ||||||||
| Ast Corp Sec Ast Legal Couns | 40.0 | 60034 | 0 | 5073 | X | |||
| Chet A Poehling | ||||||||
| Ast Corp Sec Ast Legal Couns | 40.0 | 60055 | 0 | 17933 | X | |||
| Matt McNair | ||||||||
| Vice President | 40.0 | 183783 | 0 | 26113 | X | |||
| Stephen Frayser | ||||||||
| Tech Park President | 40.0 | 147912 | 0 | 23744 | X | |||
| Tracey Edgerton | ||||||||
| Assoc Vice President | 40.0 | 127393 | 0 | 9925 | X | |||
| Clark Rosenlof | ||||||||
| Vice President | 40.0 | 119835 | 0 | 22480 | X | |||
| Thomas Thompson | ||||||||
| Sr Dir of Development | 40.0 | 111087 | 0 | 21747 | X | |||
| Terry Fairfield | ||||||||
| Vice Chairman | 40.0 | 667660 | 0 | 22711 | X | |||
| Daniel Morin | ||||||||
| Sr VP Dir of Investments | 40.0 | 215593 | 0 | 19096 | X | |||
| John Niemann | ||||||||
| Sr Vice President | 40.0 | 182385 | 0 | 17398 | X | |||
| Lori Byrne | ||||||||
| Vice President | 40.0 | 144217 | 0 | 22816 | X | |||
| Amy Volk | ||||||||
| Vice President | 40.0 | 150346 | 0 | 23720 | X | |||
| Jon Abegglen | ||||||||
| Vice President | 40.0 | 118659 | 0 | 21692 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3431425 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 406238 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Cambridge Associates LLC | |||||
| Box 10317 | Uniondale | NY | 115550317 | Investment Advisor | 454476 |
| Iridian Asset Management | |||||
| 276 Post Road West | WESTPORT | CT | 068804704 | Investment Advisor | 336370 |
| Union Bank Trust | |||||
| Box 82535 | Lincoln | NE | 68501 | Investment Advisor | 362629 |
| Wellington Trust Company | |||||
| Box 13766 | Newark | NJ | 071880766 | Investment Advisor | 325122 |
| Mastholm Asset Management LLC | |||||
| 3350 Riverwood Pkwy Ste 1900 | ATLANTA | GA | 30339 | Investment Advisor | 278301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 172115292 | AllOtherContributions |
| Noncash Contributions | 24404075 | NoncashContributions |
| Total Contributions | 172115292 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29372000 | TotalRevenueColumn |
| Unrelated Business Revenue | 10568 | UnrelatedBusinessRevenue |
| Exclusion | $29,361,432 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144518 | TotalRevenueColumn |
| Exclusion | $144,518 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 524778 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 67960 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 456818 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 456818 | TotalRevenueColumn |
| Exclusion | $456,818 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1019668798 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 970710258 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48958540 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48958540 | TotalRevenueColumn |
| Exclusion | $48,958,540 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Change in split interest agreements | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 235746 | TotalRevenueColumn |
| Exclusion | $235,746 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 235746 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 251282914 | TotalRevenueColumn |
| Unrelated Business Revenue | 10568 | UnrelatedBusinessRevenue |
| Exclusion | $79,157,054 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130158987 | Total |
| Program Services | 130158987 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1375455 | Total |
| Management And General | 631693 | ManagementAndGeneral |
| Fundraising | 743762 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9606978 | Total |
| Management And General | 3000519 | ManagementAndGeneral |
| Fundraising | 6606459 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720432 | Total |
| Management And General | 223909 | ManagementAndGeneral |
| Fundraising | 496523 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1546265 | Total |
| Management And General | 541512 | ManagementAndGeneral |
| Fundraising | 1004753 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 751923 | Total |
| Management And General | 238194 | ManagementAndGeneral |
| Fundraising | 513729 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242550 | Total |
| Management And General | 242550 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110380 | Total |
| Management And General | 110380 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49935 | Total |
| Management And General | 49935 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6247244 | Total |
| Management And General | 6247244 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110907 | Total |
| Fundraising | 110907 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2043515 | Total |
| Fundraising | 2043515 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155258 | Total |
| Management And General | 51406 | ManagementAndGeneral |
| Fundraising | 103852 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1548280 | Total |
| Management And General | 512636 | ManagementAndGeneral |
| Fundraising | 1035644 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 824588 | Total |
| Fundraising | 824588 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1803 | Total |
| Fundraising | 1803 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269950 | Total |
| Management And General | 269950 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347493 | Total |
| Management And General | 446155 | ManagementAndGeneral |
| Fundraising | 901338 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108876 | Total |
| Management And General | 36049 | ManagementAndGeneral |
| Fundraising | 72827 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| Paid to beneficiaries | 3482774 | 3482774 | |
| Equipment Rental | 427559 | 96106 | 331453 |
| Telephone | 244489 | 80950 | 163539 |
| Postage | 211268 | 69951 | 141317 |
| Miscellaneous | 162394 | 162394 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279730 | Total |
| Management And General | 108365 | ManagementAndGeneral |
| Fundraising | 171365 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162029033 | Total |
| Program Services | 130158987 | ProgramServices |
| Management And General | 16602672 | ManagementAndGeneral |
| Fundraising | 15267374 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4963370 | BOY |
| EOY | 2055252 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250363702 | BOY |
| EOY | 286090498 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137968194 | BOY |
| EOY | 151118469 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210956 | BOY |
| EOY | 264959 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25487818 | BOY |
| EOY | 5184777 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66361 | BOY |
| EOY | 85062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 63712547 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9366932 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35244409 | BOY |
| EOY | 54345615 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 829158679 | BOY |
| EOY | 675327317 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211914850 | BOY |
| EOY | 573093533 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2264818 | BOY |
| EOY | 1965606 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1497643157 | BOY |
| EOY | 1749531088 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923748 | BOY |
| EOY | 900975 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4590676 | BOY |
| EOY | 13502210 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3715056 | BOY |
| EOY | 3645392 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235718817 | BOY |
| EOY | 303849447 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244948297 | BOY |
| EOY | 321898024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7933858 | BOY |
| EOY | 14331620 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396667775 | BOY |
| EOY | 709174591 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848093227 | BOY |
| EOY | 704126853 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1252694860 | BOY |
| EOY | 1427633064 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1497643157 | BOY |
| EOY | 1749531088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 89253881 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 85684323 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104707258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166540748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128104825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 136894135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 172115292 | CurrentTaxYear |
| Total | 708362258 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104707258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166540748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128104825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 136894135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 172115292 | CurrentTaxYear |
| Total | 708362258 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 72062331 | AmountsSubstContributorsTotal |
| Public Support Total170 | 636299927 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25654287 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39174440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37769357 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34937427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30030728 | CurrentTaxYear |
| Total | 167566239 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 10568 | CurrentTaxYear |
| Total | 10568 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 875939065 | TotalSupport |
| Public Support Pertcentage170 | 0.72642 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78300 | 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 114833 | RevenuesIncluded |
| Assets In Part X | 3232961 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 848093227 | BeginningOfYearBalance |
| Contributions | 69486878 | Contributions |
| Investment Earnings Or Losses | 44810372 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 41612535 | GrantsOrScholarships |
| End Of Year Balance | 920777942 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 678856401 | BeginningOfYearBalance |
| Contributions | 59919539 | Contributions |
| Investment Earnings Or Losses | 139843923 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 30526636 | GrantsOrScholarships |
| End Of Year Balance | 848093227 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 819270981 | BeginningOfYearBalance |
| Contributions | 42855265 | Contributions |
| Investment Earnings Or Losses | -153960506 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 29302973 | GrantsOrScholarships |
| Other Expenditures | 6366 | OtherExpenditures |
| End Of Year Balance | 678856401 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83400 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 14239360 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1650783 | OtherCostOrOtherBasis |
| Book Value | 15890143 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 33276536 | InvestmentCostOrOtherBasis |
| Book Value | 33276536 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3156711 | OtherCostOrOtherBasis |
| Depreciation | 450170 | Depreciation |
| Book Value | 2706541 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11389157 | OtherCostOrOtherBasis |
| Depreciation | 8916762 | Depreciation |
| Book Value | 2472395 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 54345615 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Limited partnerships | 550121488 | F |
| Cash Value of LIfe Insurance | 4698684 | C |
| Annuity contracts | 208492 | C |
| Certificate of Deposits | 13910634 | C |
| MISCELLANEOUS INVESTMENTS | 4154235 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 573093533 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred Annuities Payable | $22,848,440 |
| Deposits held in custody for others | $281,001,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 303849447 | TotalOfAmounts |
| Total Revenue | 251282914 | TotalRevenue |
| Total Expenses | 162029033 | TotalExpenses |
| Excess Or Deficit For Year | 89253881 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 120659367 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 120659367 | TotalAdjustments |
| Excess Or Deficit Per FS | 209913248 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 372010241 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 120659367 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 120659367 | RevenueNotRptdF990 |
| Revenue Subtotal | 251350874 | RevenueSubtotal |
| Other Revenues Not Included | -67960 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -67960 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 251282914 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 162096993 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 67960 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 67960 | ExpensesNotRptdF990 |
| Expenses Subtotal | 162029033 | ExpensesSubtotal |
| Total Expenses Per Form990 | 162029033 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Part V, Line 4 | Endowment funds are intended to support the University of Nebraska |
| Collections of Art | Scheudle D, Part III, Line 4 | The collections include various works of art, books, poems, and other historical treasures housed at various centers and museums at the University of Nebraska campuses and further expand the educational experiences of the students at the institution. |
| Other Income Adjustments | Part XII, Line 4B | Rental Expense Netted to Rental Income 67,960 |
| Other Expense Adjustments | Part XIII, Line 2d | Rental Expense Netted to Rental Income 67,960 |
| FIN 48 FOOTNOTE | PART X, LINE 2 | The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The foundation 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 and 2010, management determined that there are no income tax positions requiring recognition in the consolidated financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Nebraska | ||||||||||
| 3835 Holdredge St | Lincoln | NE | 68588 | 470049123 | 501(c)(3) | 126908429 | 2382558 | FMV/Appraisals | Donated for Univ use | University Support |
| The Alumni Assoc of the University of Ne | ||||||||||
| 1520 R Street | Lincoln | NE | 68508 | 470378980 | 501(c)(3) | 494000 | Alumni Association Support | |||
| The University of Ne at Omaha Alumni Assoc | ||||||||||
| 6705 Dodge Street | Omaha | NE | 68182 | 476027511 | 501(c)(3) | 144000 | Alumni Association Support | |||
| UNMC Alumni Association | ||||||||||
| 985200 Nebraska Medical Ctr | Omaha | NE | 68198 | 270733750 | 501(c)(3) | 230000 | Alumni Association Support | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | GRANT FUNDS ARE PAID UPON SUBMISSION OF REQUEST FOR SAID FUNDS AFTER THE EXPENSES ARE INCURRED AT THE IRC SECTION 501(C)(3) AFFILIATED ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Terry Fairfield | |||||||||||||
| 234161 | 0 | 0 | 0 | 433499 | 0 | 18900 | 0 | 5929 | 0 | 692489 | 0 | 0 | 0 |
| Daniel Morin | |||||||||||||
| 174553 | 0 | 40000 | 0 | 1040 | 0 | 14332 | 0 | 6868 | 0 | 236793 | 0 | 0 | 0 |
| John Niemann | |||||||||||||
| 128798 | 0 | 48750 | 0 | 4837 | 0 | 10654 | 0 | 8492 | 0 | 201531 | 0 | 0 | 0 |
| Lori Byrne | |||||||||||||
| 124913 | 0 | 16000 | 0 | 3304 | 0 | 10240 | 0 | 14283 | 0 | 168740 | 0 | 0 | 0 |
| Amy Volk | |||||||||||||
| 134663 | 0 | 14000 | 0 | 1683 | 0 | 11024 | 0 | 14481 | 0 | 175851 | 0 | 0 | 0 |
| Jon Abegglen | |||||||||||||
| 100377 | 0 | 6000 | 0 | 12282 | 0 | 9116 | 0 | 14161 | 0 | 141936 | 0 | 0 | 0 |
| Clarence L Castner | |||||||||||||
| 271920 | 0 | 85000 | 0 | 23079 | 0 | 19600 | 0 | 16764 | 0 | 416363 | 0 | 0 | 0 |
| Keith D Miles | |||||||||||||
| 141705 | 0 | 18000 | 0 | 980 | 0 | 11634 | 0 | 15321 | 0 | 187640 | 0 | 0 | 0 |
| Jason D Kennedy | |||||||||||||
| 143016 | 0 | 17000 | 0 | 980 | 0 | 11890 | 0 | 15307 | 0 | 188193 | 0 | 0 | 0 |
| Kevin C Meyer | |||||||||||||
| 144993 | 0 | 17000 | 0 | 980 | 0 | 12637 | 0 | 14868 | 0 | 190478 | 0 | 0 | 0 |
| D Joe Selig | |||||||||||||
| 166303 | 0 | 18000 | 0 | 9966 | 0 | 13695 | 0 | 14624 | 0 | 222588 | 0 | 0 | 0 |
| Matt McNair | |||||||||||||
| 154751 | 0 | 25000 | 0 | 4032 | 0 | 12637 | 0 | 15420 | 0 | 211840 | 0 | 0 | 0 |
| Stephen Frayser | |||||||||||||
| 131714 | 0 | 10000 | 0 | 6198 | 0 | 11168 | 0 | 14375 | 0 | 173455 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL, CHARTER TRAVEL, AND TRAVEL FOR COMPANIONS AVAILABLE ON A LIMITED BASIS WITH PRIOR APPROVAL FROM MANAGEMENT. SOCIAL DUES FOR SELECTED EMPLOYEES AVAILABLE BASED UPON JOB RESPONSIBILITIES. A DRIVER IS PROVIDED TO THE CEO ON AN AS-NEEDED BASIS. |
| PART I, LINE 4A | Severance payments of $9,559 were provided to former officer Jon Abegglen. |
| PART I, LINE 4B | Compensation of $430,410 was paid to Terry Fairfield AS PART OF A final payment in a nonqualified PLAN that was established in 1996 for services rendered during "Campaign Nebraska" from 1993-2000. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Tonn Ostergard Director | |||
| Director, Union Bank | 371837 | Management of Assets | false |
| JAMES P ABEL DIRECTOR | |||
| OWNER, NEBCO INC. | 832943 | RENTAL OF PROPERTY | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 114833 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2012278 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 238 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18738318 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2527574 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 541549 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 214200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | 6 Row Planter & Cable Winder | 1 | 10500 | Fair Market Value |
| X | AmeriFuels 8.1 Engines | 9 | 135000 | Fair Market Value |
| X | Gaming Computer and Components | 1 | 1 | Fair Market Value |
| X | Grand Piano | 1 | 39947 | Appraisals |
| X | Horses | 4 | 69875 | Appraisals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 11 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Parties | Identifier |
| Return Reference | Schedule M, Line 32b | ReturnReference |
| Explanation | The Foundation uses brokers to sell stock gifts and real estate gifts. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Governing Documents | Form 990, Part VI, Section C, Line 19 | Audited financial statements are published on the Organization's website. All other governing documents are available to the public upon request. |
| Trustee Members | Form 990, Part VI, Section A, line 6 | Trustees are considered members of the entity. |
| ELECTION OF BOARD OF DIRECTORS | Form 990, Part VI, Section A, line 7a | Trustees elect the Board of Directors. |
| REVIEW OF 990 | Form 990, Part VI, Section B, Line 11B | The approval of the Form 990 has been delegated by the Board of Directors to the Tax Review Subcommittee. The Tax Review Subcommittee reviews and approves the Form 990 prior to filing. THE FORM 990 WITH SCHEDULE B REDACTED IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12c | Annual completion of the conflict of interest disclosure is required by the board of directors and all officers of the Foundation. Stated disclosures are investigated by in-house legal counsel and reported to the Chair of the Audit Committee. The Chair reviews any potential conflicts and makes a recommendation to the Board, if appropriate. The Board makes the final determination of whether or not there is a disqualifying event. At any time a board member or officer may declare a conflict of interest and recuse himself/herself from the discussion. The individual is also required to disclose any known or possible conflicts of interest that arise during the calendar year. |
| REVIEW OF COMPENSATION | Form 990, Part VI, Section b, Line 15B | Market data on compensation is gathered and analyzed and the information is then provided to the Compensation Subcommittee of the Executive Committee. Based on the data provided, the Compensation Subcommittee submits recommendations for compensation for officers and disqualified persons to the Executive Committee. The Executive Committee, with the authority provided to them by the Board of Directors, approves all officer and disqualified person salaries and reports the salaries to the Board annually. |
| RECONCILIATION OF NET ASSETS | Form 990, Part XI, Line 5 | UNREALIZED GAIN ON INVESTMENTS 120,659,367 PRIOR PERIOD ADJUSTMENT (34,975,044) NET ADJUSTMENT 85,684,323 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Tonn M Ostergard TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Keith D Miles TITLE:VP General Counsel Corp Sec HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jason D Kennedy TITLE:VP and Treasurer HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kimberly Peska Bilder TITLE:Ast Corp Sec Ast Legal Couns HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Tracey Edgerton TITLE:Assoc Vice President HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Daniel Morin TITLE:Sr VP Dir of Investments HOURS:5 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Nebraska Technology Park | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 82555 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470795794 | EIN |
| Primary Activities | tech develop | PrimaryActivities |
| Legal Domicile State | NE | LegalDomicileState |
| Total Income | 458478 | TotalIncome |
| EOY Assets | 1947662 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U of NE Fnd | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNF Charitable Gift Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Lincoln Mall Suite 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200288992 | EIN |
| Primary Activities | CHAR. GIVING | PrimaryActivities |
| Legal Domicile State | NE | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U OF NE FND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNF CHARITABLE GIFT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 1300000 | AmountInvolved |