2020-05-05T13:15:53-05:00 2019-06-30 KPMG LLP 1212 N 96TH ST STE 300 Omaha NE 68114 990 2018-07-01 470379839 University of Nebraska Foundation % Troy K Wilhelm UNIV 4024581100 PO Box 82555 Lincoln NE 68501 TROY K WILHELM CFO 4024581100 2020-04-24 true Donald Neal JR P00798244 4023481450 2020-04-01 167.68.102.5 47006120201265000001 2020-05-05 P 65CF9D49F64C2267637B54237ED8CC7527705457 9C230E3C43A1AC01475832C9617E9CAF99CA9519 2018 2020-09-23 17:36:50Z TROY K WILHELM 1010 Lincoln Mall Suite 300 Lincoln NE 68508 756733144 false X www.nufoundation.org X 1936 NE The University of Nebraska Foundation grow relationships and resources that enable the Univeristy of Nebraska to change lives and save lives. 17 15 249 75 -3630003 186350042 234855484 0 0 116675452 108765651 2277962 764896 305303456 344386031 180567332 207641075 0 0 20255838 21122988 651584 644940 20806923 20216615 24579806 221691369 253988809 83612087 90397222 2449920425 2516577930 392854311 383714851 2057066114 2132863079 The University of Nebraska Foundation grows relationships and resources that enable the University of Nebraska to change lives and save lives. false false 207641075 207461075 0 The University of Nebraska Foundation raises and manages private financial support from individuals, corporations and other foundations for the benefit of the University of Nebraska. 207641075 true true false false false false false true false true true true false false true true false true false false true false false true false false false true false true false false false false false false false true true true false false true true true true false false true 139 0 true 249 true true true false false false false true true false true true false false false X 17 15 false false false false true true false true true false false false true true true true true true true false CA IN KY MD MA MI MN NH NJ NY OR SC UT X X X Troy K Wilhelm 4024581100 1010 Lincoln Mall Suite 300 Lincoln NE 68508 X Brian F Hastings PRESIDENT & CEO 40.0 0.0 X X 429199 0 42439 JoAnn Martin Board Chair 1.0 0.0 X X 0 0 0 William D Jackman Board Chair-Elect 1.0 0.0 X X 0 0 0 Dan Bahensky Director 1.0 0.0 X 0 0 0 Mark Chronister Director 1.0 0.0 X 0 0 0 Paul Engler Director 1.0 0.0 X 0 0 0 Charles D Fritch MD Director 1.0 0.0 X 0 0 0 John Gottschalk Director 1.0 0.0 X 0 0 0 Carey Hamilton Director 1.0 0.0 X 0 0 0 Margaret M Holman Director 1.0 0.0 X 0 0 0 Norman R Hedgecock Director 1.0 0.0 X 0 0 0 Robert Kelley Director 1.0 0.0 X 0 0 0 Rodrigo Lopez Director 1.0 0.0 X 0 0 0 Jane E Miller Director 1.0 0.0 X 0 0 0 Angie Muhleisen Director 1.0 0.0 X 0 0 0 J Scott Nelson Director 1.0 0.0 X 0 0 0 Don Voelte Director 1.0 0.0 X 0 0 0 John D Massey Director 1.0 0.0 X 0 0 0 Troy K Wilhelm CFO & Treasurer 40.0 0.0 X 262542 0 31029 Keith D Miles SVP, General Counsel, Corp Sec 40.0 5.0 X 216782 0 37198 Chet A Poehling Assoc General Counsel, Asst Co 40.0 0.0 X 81004 0 14806 Kimberly Peschka Bilder Assoc General Counsel, Asst Co 40.0 5.0 X 82635 0 6403 Lori Byrne EVP - Advancement 40.0 0.0 X 264820 0 40902 Amy Volk SVP, UNMC Development 40.0 0.0 X 228765 0 38185 Brian Neale Vice President of Investments 40.0 0.0 X 202573 0 37618 Dara Troutman Chief of Staff 40.0 0.0 X 183957 0 21333 Dorothy Endacott Vice President, Marketing 40.0 0.0 X 182854 0 34568 Joe Selig SVP, UNL Development 40.0 0.0 X 253040 0 34107 2388171 0 338588 33 true true false Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising 647804 Frontier Capital Management Company 99 Summer Street Boston MA 02110 Investment Advisor 593136 Union Bank Trust Company 6811 S 27th Street Lincoln NE 68512 Investment Advisor 530856 Cliffwater LLC 4640 Admiralty Way Ste 1101 Marian Del Rey CA 90292 Investment Advisor 433335 Harding Loevner 400 Crossing Blvd 4th Floor Bridgewater NJ 08807 Investment Advisor 389482 16 100921 234754563 16522411 234855484 0 48210078 -3630003 51840081 0 37662 37662 861921 134687 727234 0 727234 727234 472767999 412212426 60555573 60555573 60555573 0 0 0 0 0 0 0 0 0 0 344386031 -3630003 113160550 207641075 207641075 0 0 0 1009910 797828 212082 0 15283666 4554381 10729285 1088564 376072 712492 2594069 852626 1741443 1146779 377958 768821 373829 373829 23222 23222 173640 173640 0 644940 644940 13834857 13834857 133752 133752 1415287 1415287 53097 17750 35347 0 0 1776532 593895 1182637 582446 194712 387734 0 388502 129876 258626 0 0 1943141 424698 1518443 155309 51920 103389 Paid to Beneficiaries 2311250 2311250 AUTO EXPENSE 126461 42276 84185 Telephone Expense 135028 45140 89888 Equipment Rental 639989 213948 426041 513464 150933 362531 253988809 207641075 25540811 20806923 48722225 32891403 400376618 472926809 187807244 202502726 321630 225216 0 0 0 0 4487620 4765973 0 0 34492 231746 42400756 11237838 78083399 31162918 870193160 876052864 857668874 893259948 0 0 0 0 2225163 2558327 2449920425 2516577930 1974166 3379433 17396958 22764121 2725369 0 0 0 0 0 0 0 17558742 0 0 0 353199076 357571297 392854311 383714851 X 26097489 54618261 1020023428 848407856 1010945197 1229836962 2057066114 2132863079 2449920425 2516577930 90397222 -14600257 X false true X true false X 212727293 229962709 170073803 186350042 234855484 1033969331 0 0 212727293 229962709 170073803 186350042 234855484 1033969331 47282264 986687067 36468477 40047901 47850826 42595848 49109661 216072713 0 0 1250042044 0.78932 0.79100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 162453 1898995 X X false 1398506973 40074300 54913732 57741530 1435753475 1309216091 48742930 96150705 55602753 1398506973 1191210120 36103062 134388492 52485583 1309216091 1232624081 53387946 -43899952 50901955 1191210120 1229576250 50284890 -767184 46469875 1232624081 0.14330 0.85670 false false 10502339 203716 10706055 16073662 1251170 564998 16759834 3580703 1162035 2418668 10713566 9510805 1202761 75600 75600 31162918 LIMITED PARTNERSHIPS 131139351 F COMMINGLED FUNDS 370114443 F HEDGE FUNDS 165962466 F INDEX FUNDS - PUBLIC EQUITY 209087567 F CERTIFICATE OF DEPOSITS 11658017 C MISCELLANEOUS INVESTMENTS 5298104 C 893259948 0 DEFERRED ANNUITIES PAYABLE 16448109 DEPOSITS HELD IN CUSTODY 341123188 357571297 X Schedule D, Part III, Line 4 COLLECTIONS OF ART, HISTORICAL TREASURES, AND OTHER SIMILIAR ASSETS The collections include works of art, books, poems, and other historical treasures housed at various centers and museums at the University of Nebraska's campuses. These collections further expand the educational experiences of the students at the institution. Schedule D, Part V, Line 4 Endowment Funds Endowment funds are intended to support the University of Nebraska. Schedule D, Part X, Line 2 FIN 48 FOOTNOTE 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 fiscal years 2019 and 2018, management determined there are no income tax positions requiring recognition in the consolidated financial statements. Central America and the Caribbean 0 33 Investments 281460618 Europe (Including Iceland and Greenland) 0 3 Investments 16644250 0 36 0 36 298104868 298104868 true false false false true false Schedule F, Part I, Line 3(f) Value of Investments Value of Investments: $298,915,121 Expense paid to managers: ($810,254) ________________ Total on page 1: $298,104,867 X true Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Phone Solicit false 439281 644940 -205659 439281 644940 -205659 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI true University of Nebraska 3835 Holdrege Street Lincoln NE 68588 470049123 501(c)(3) 198774943 252455 FMV/Appraisals DONATED FOR UNIV USE University Support The Alumni Assoc of the University of NE - Lincoln 1520 R Street Lincoln NE 68508 470378980 501(c)(3) 350000 Alumni Association Support Alumni Association Support UNMC Alumni Association 985200 Nebraska Med Center Omaha NE 68198 270733750 501(c)(3) 230000 Alumni Association Support Alumni Association Support Nebraska Medicine 987400 Nebraska Med Center Omaha NE 68198 813158267 501(c)(3) 83479 Alumni Association Support Program Support UNF Charitable Gift Fund 1010 Lincoln Mall Lincoln NE 68508 200288992 501(c)(3) 7950198 Scholarship Support 5 Schedule I, Part I, Line 2 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. X true true X X X X false false false false false false false false false Brian F Hastings PRESIDENT & CEO 384256 0 35100 0 9843 0 22000 0 22892 0 474091 0 0 0 Troy K Wilhelm CFO & Treasurer 251424 0 10145 0 973 0 20442 0 11990 0 294974 0 0 0 Keith D Miles SVP, General Counsel, Corp Sec 198184 0 8317 0 10281 0 16759 0 21842 0 255383 0 0 0 Lori Byrne EVP - Advancement 247471 0 10155 0 7194 0 20463 0 21842 0 307125 0 0 0 Amy Volk SVP, UNMC Development 210560 0 8594 0 9611 0 17746 0 21842 0 268353 0 0 0 Brian Neale Vice President of Investments 194326 0 7513 0 734 0 16513 0 22508 0 241594 0 0 0 Dara Troutman Chief of Staff 175888 0 7096 0 973 0 14297 0 7845 0 206099 0 0 0 Joe Selig SVP, UNL Development 238190 0 9868 0 4982 0 19885 0 15625 0 288550 0 0 0 Dorothy Endacott Vice President, Marketing 160019 0 6682 0 16153 0 13463 0 21883 0 218200 0 0 0 Schedule J, Part I, Line 1a SOCIAL DUES FOR SELECTED EMPLOYEES AVAILABLE BASED UPON JOB RESPONSIBILITIES. Angie Muhleisen CEO, Union Bank & Trust 540942 Management of Assets false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ANGIE MUHLEISEN IS THE PRESIDENT AND CEO OF UNION BANK AND TRUST. UNION BANK AND TRUST PROVIDES ASSET MANAGEMENT SERVICES TO THE UNIVERSITY OF NEBRASKA FOUNDATION. DURING FISCAL YEAR 2019, $540,942 WAS PAID TO UNION BANK AND TRUST FOR ASSET MANAGEMENT SERVICES. X 7 162453 Appraisal X 1 822 FAIR MARKET VALUE X 319 15629687 FAIR MARKET VALUE X 1 617566 FAIR MARKET VALUE X Crops 5 12184 Fair Market Value X CSV Life Insurance 1 7387 Fair Market Value X Livestock 2 92312 Fair Market Value 7 false true true Schedule M, Part I, Column (b) AMOUNTS LISTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. Schedule M, Part I, Line 32b THIRD PARTIES THE ORGANIZATION USES BROKERS TO SELL STOCK GIFTS AND REAL ESTATE GIFTS. Form 990, Part IV, Line 4 The University of Nebraska Foundation does not engage in lobbying activities. The University of Nebraska engages an external firm for an insubstantial amount of lobbying activites and pays for those services from unrestricted funds held at the University of Nebraska Foundation. Form 990, Part VI, Line 6 TRUSTEE MEMBERS TRUSTEES ARE CONSIDERED MEMBERS OF THE ENTITY. Form 990, Part VI, Line 7a ELECTIONS OF BOARD OF DIRECTORS TRUSTEES ELECT THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b REVIEW OF THE FORM 990 THE APPROVAL OF THE FORM 990 HAS BEEN DELEGATED BY THE BOARD OF DIRECTORS TO THE TAX REVIEW SUBCOMMITTEE. THE TAX REVIEW SUBCOMMITTEE CONSISTS OF THREE ELECTED DIRECTORS - THE BOARD CHAIR, BOARD CHAIR-ELECT AND AUDIT COMMITTEE CHAIR. 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. Form 990, Part VI, Line 12c CONFLICT OF INTEREST POLICY ANNUAL COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED BY THE BOARD OF DIRECTORS 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 MAY RECUSE HIMSELF/HERSELF FROM THE DISCUSSION. THE INDIVIDUAL IS ALSO REQUIRED TO DISCLOSE ANY KNOWN OR POSSIBLE CONFLICTS THAT ARISE DURING THE YEAR. Form 990, Part VI, Line 15a REVIEW OF COMPENSATION 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 OF OFFICERS AND DISQUALIFIED PERSONS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, WITH THE AUTHORITY PROVIDED TO THEM BY THE BOARD OF DIRECTORS, APPROVES ALL DISQUALIFIED PERSON SALARIES AND REPORTS THE SALARIES TO THE BOARD. Form 990, Part VI, Line 19 GOVERNING DOCUMENTS AUDITED FINANCIAL STATEMENTS AND THE FORM 990 WITH SCHEDULE B REDACTED ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UNF Investments LLC PO Box 82555 Lincoln NE 68501 470795794 Business Dev NE 21106936 2950812 U of NE Fdn UNF Charitable Gift Fund 1010 Lincoln Mall Suite 300 Lincoln NE 68508 200288992 Char. Giving NE 501(c)(3) 7 U of NE FDN true false true true false false false false false false false false true false true false false false true true UNF Charitable Gift Fund c 100921 Accrual UNF Charitable Gift Fund r 200000 Accrual UNF Charitable Gift Fund s 10318 Accrual UNF Charitable Gift Fund B 7950198 Accrual