UNF CHARITABLE GIFT FUND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNF CHARITABLE GIFT FUND (EIN 20-0288992)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141389349300609
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:49:34-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET SUITE 500 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200288992 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNF Charitable Gift Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNFC | NameControl |
| Phone | 4024581100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Lincoln Mall No 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON KENNEDY | Name |
| Title | V-PRES & TREASURER | Title |
| Phone | 4024581100 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY R POHLMANN | Name |
| Phone | 4024799300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | JASON KENNEDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Lincoln Mall No 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2823557 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | The 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 Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1132570 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 728002 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 262537 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29603 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1326 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1458229 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1396433 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2215834 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 244404 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4396771 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1832875 | OtherExpensePriorYear |
| Other Expenses Current Year | 792093 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2077279 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5188864 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -680846 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2973030 | RevenuesLessExpensesCY |
| Total Assets BOY | 13808025 | TotalAssetsBOY |
| Total Assets EOY | 10899327 | TotalAssetsEOY |
| Total Liabilities BOY | 473488 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 527914 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13334537 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10371413 | NetAssetsOrFundBalancesEOY |
| Mission Description | The 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5184652 | Expense |
| Grants | 4396771 | Grants |
| Revenue | 2215834 | Revenue |
| Description | Support for various charities by gift options directives. | Description |
| Total Program Service Expense | 5184652 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON KENNEDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4024581100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Lincoln Mall No 300 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| John C Goldner | ||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 |
| James E Rembolt | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Robert H Berkshire | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Earl L Wright | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Michael D Jones | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Tonn M Ostergard | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jeffrey L Orr | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Tracy Edgerton | ||||||
| President | 1.00 | X | 0 | 0 | 0 | |
| Keith D Miles | ||||||
| V-President | 1.00 | X | 0 | 0 | 0 | |
| Daniel H Morin | ||||||
| V-Pres & Dir of Investme | 1.00 | X | 0 | 0 | 0 | |
| Kimberly Peschka Bilder | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |
| Jason Kennedy | ||||||
| V-Pres & Treasurer | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SEACREST AND KALKOWSKI PC LLO | |||||
| 1111 LINCOLN MALLSUITE 350 | LINCOLN | NE | 68508 | LEGAL SERVICES | 323730 |
| SNITILY CARR | |||||
| 300 S 68TH STREET | LINCOLN | NE | 68510 | ADVERTISING | 158420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 728002 | AllOtherContributions |
| Noncash Contributions | 608413 | NoncashContributions |
| Total Contributions | 728002 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31909 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31909 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 605417 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 607723 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2306 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2306 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2306 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNITY DEVELOPMENT | Description |
| Business Code | 999999 | BusinessCode |
| Total Revenue Column | 1458229 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1458229 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1458229 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2215834 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1487832 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4396771 | Total |
| Program Services | 4396771 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223148 | Total |
| Program Services | 223148 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COMMUNITY DEVELOPMENT | 564733 | 564733 | |
| INVESTMENT EXPENSES | 3903 | 3903 | |
| MISCELLANEOUS | 309 | 309 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5188864 | Total |
| Program Services | 5184652 | ProgramServices |
| Management And General | 4212 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55271 | BOY |
| EOY | 172192 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8083374 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457333 | BOY |
| EOY | 250162 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12398820 | BOY |
| EOY | 1458229 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 557351 | BOY |
| EOY | 596120 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339250 | BOY |
| EOY | 339250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13808025 | BOY |
| EOY | 10899327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473488 | BOY |
| EOY | 527414 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473488 | BOY |
| EOY | 527914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2544916 | BOY |
| EOY | 2565917 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10589621 | BOY |
| EOY | 7605496 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 200000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13334537 | BOY |
| EOY | 10371413 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13808025 | BOY |
| EOY | 10899327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 484450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2367372 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17217534 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1132570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 728002 | CurrentTaxYear |
| Total | 21929928 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 484450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2367372 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17217534 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1132570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 728002 | CurrentTaxYear |
| Total | 21929928 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15055601 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6874327 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -2637181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 262537 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29603 | CurrentTaxYear |
| Total | -2269474 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1326 | CurrentTaxYearMinus1Year |
| Total | 1326 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19661780 | TotalSupport |
| Public Support Pertcentage170 | 0.34960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 223148 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 223148 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4965716 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5188864 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 409443 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 102361 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 409443 | CurrentYear |
| Total | 409443 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $614,165 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 223148 | CurrentYear |
| Total | 223148 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 102361 | CurrentYear |
| Total | 102361 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $153,542 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 6 | NumberDAFsHeld |
| Donor Advised Contributions | 239498 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 2756968 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 6485166 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 142214 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19182 | InvestmentEarningsOrLosses |
| Other Expenditures | 9290 | OtherExpenditures |
| End Of Year Balance | 152106 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 195587 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -45314 | InvestmentEarningsOrLosses |
| Other Expenditures | 8059 | OtherExpenditures |
| End Of Year Balance | 142214 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNIVERSITY FOUNDATION FUND A | Description |
| Book Value | 596120 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 596120 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS HELD FOR OTHERS | Description |
| Amount | $527,414 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 527414 | TotalOfAmounts |
| Total Revenue | 2215834 | TotalRevenue |
| Total Expenses | 5188864 | TotalExpenses |
| Excess Or Deficit For Year | -2973030 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9906 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 9906 | TotalAdjustments |
| Excess Or Deficit Per FS | -2963124 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2225740 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9906 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 9906 | RevenueNotRptdF990 |
| Revenue Subtotal | 2215834 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2215834 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5188864 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5188864 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5188864 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART V, #4: SCHOLARSHIP AT UNIVERSITY OF NEBRASKA AND SUPPORT FOR THE AMERICAN HEART ASSOCIATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS IMPACT CIRCLE | |||||||
| 10831 OLD MILL RD STE 400 | OMAHA | NE | 68154 | 470466144 | 501(c)(3) | 7500 | CHARITABLE CONTRIBUTION |
| CHILD ADVOCACY CENTER | |||||||
| 3200 SUMNER ST | LINCOLN | NE | 68502 | 470793765 | 501(c)(3) | 40000 | CHARITABLE CONTRIBUTION |
| CITY OF MILFORD | |||||||
| PO BOX E | MILFORD | NE | 68405 | 476006278 | 10000 | CHARITABLE CONTRIBUTION | |
| CORNHUSKER COUNCIL 324 | |||||||
| 600 S 120TH | WALTON | NE | 68461 | 470378985 | 501(c)(3) | 10000 | CHARITABLE CONTRIBUTION |
| DOWNTOWN LINCOLN FOUNDATION | |||||||
| 1200 N ST | LINCOLN | NE | 68508 | 363774978 | 501(c)(3) | 85000 | CHARITABLE CONTRIBUTION |
| LINCOLN PARKS FOUNDATION | |||||||
| 2740 A ST | LINCOLN | NE | 68502 | 363853746 | 501(c)(3) | 1647106 | CHARITABLE CONTRIBUTION |
| MADONNA REHABILITATION HOSPITAL FOUNDATION | |||||||
| 5401 SOUTH ST | LINCOLN | NE | 68506 | 237159940 | 501(c)(3) | 40000 | CHARITABLE CONTRIBUTION |
| MATT TALBOT KITCHEN & OUTREACH | |||||||
| 1911 R ST | LINCOLN | NE | 68503 | 363945814 | 501(c)(3) | 33000 | CHARITABLE CONTRIBUTION |
| NECC FOUNDATION | |||||||
| PO BOX 469 | NORFOLK | NE | 68702 | 510145185 | 501(c)(3) | 100000 | CHARITABLE CONTRIBUTION |
| SECOND CHANCE INC | |||||||
| 1400 C WARNER ST | BALTIMORE | MD | 21230 | 522276640 | 501(c)(3) | 9295 | CHARITABLE CONTRIBUTION |
| UNITED WAY OF LINCOLN & LANCASTER COUNTY | |||||||
| 238 S 13TH ST | LINCOLN | NE | 68508 | 470376624 | 501(c)(3) | 10000 | CHARITABLE CONTRIBUTION |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | 470379839 | 501(c)(3) | 2378982 | CHARITABLE CONTRIBUTION |
| WILLIAM J CLINTON FOUNDATION | |||||||
| 610 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | 311580204 | 501(c)(3) | 10000 | CHARITABLE CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 608413 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 is reviewed and approved by the Officers of the UNF Charitable Gift Fund prior to filing, and a final copy is given to the Board at the time of filing. | |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents and financial statements available to the public upon request. | |
| Form 990, Sch C Part II-A lines 1a and 1b Amended $223,148 of lobbying expenditures has been determined to be direct lobbying expenditures rather than grass roots lobbying expenditures as previously reported. | ||
| Form 990, Part X, lines 27-29 | Net assets have been adjusted to correct balances. | Amended |