2017-05-05T11:37:45-05:00 2016-06-30 KPMG LLP 1212 North 96th Street Suite 300 Omaha NE 68114 990 2015-07-01 470379839 University of Nebraska Foundation % TROY K WILHELM UNIV 4024581100 PO Box 82555 Lincoln NE 68501 TROY K WILHELM CFO 4024581100 2017-05-04 true DONALD NEAL JR P00798244 4023481450 2017-05-01 2015 2021-01-29 14:40:06Z TROY K WILHELM 1010 Lincoln Mall Suite 300 Lincoln NE 68508 850078876 false X www.nufoundation.org X 1936 NE Provide financial support for the University of Nebraska and oversee the distribution of gifts and the interest earned from the endowed funds 15 13 236 60 2777105 212727293 229962709 0 0 79237880 54731082 2231666 1780779 294196839 286474570 230712549 206379728 0 0 15910446 18374271 556546 711281 17794555 18700792 18846371 265880333 244311651 28316506 42162919 2229379512 2200721195 366374356 359502770 1863005156 1841218425 Provide financial support for the University of Nebraska and oversee the distribution of gifts and the interest earned from the endowed funds. false false 206379728 206379728 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. 206379728 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 99 0 true 236 true true true false false false false true true true 1 true true false X 15 13 true false false false true true false true true false false false true true true true true true true false CA KY MD MA MI MN NH NJ NY OR SC UT X X TROY K WILHELM 4024581100 1010 Lincoln Mall Suite 300 Lincoln NE 68508 X Mark Chronister Director 1.0 0.0 X 0 0 0 JoAnn M Martin Director 1.0 0.0 X 0 0 0 Barbara V Weitz Director 1.0 0.0 X 0 0 0 Barbara W Schaefer Director 1.0 0.0 X 0 0 0 Dan T Bahensky Director 1.0 0.0 X 0 0 0 Gregory D Stine Director 1.0 0.0 X 0 0 0 J Timothy Daugherty Director 1.0 0.0 X 0 0 0 James S Pittenger Jr Director 1.0 0.0 X 0 0 0 John D Massey Director 1.0 0.0 X 0 0 0 Karen L Himle 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 Paul F Engler Director 1.0 0.0 X 0 0 0 Peter J Whitted Director 1.0 0.0 X 0 0 0 Rodrigo Lopez Director 1.0 0.0 X 0 0 0 Sid J Dinsdale Director 1.0 0.0 X 0 0 0 Thomas J Henning Director 1.0 0.0 X 0 0 0 Tonn M Ostergard Director 1.0 0.0 X 0 0 0 William D Jackman Director 1.0 0.0 X 0 0 0 Brian F Hastings PRESIDENT & CEO 40.0 0.0 X X 426515 0 37448 Chet A Poehling Assoc General Counsel, Asst Co 40.0 0.0 X 75423 0 20834 Jason D Kennedy SVP, CFO, Treasurer 40.0 5.0 X 198021 0 31306 Keith D Miles VP, General Counsel, Corp Sec 40.0 5.0 X 196170 0 30943 Kimberly Peschka Bilder Assoc General Counsel, Asst Co 40.0 5.0 X 77219 0 5761 Amy Volk SVP, UNMC Development 40.0 0.0 X 218263 0 31964 Brian Neale Senior Director of Investments 40.0 0.0 X 169050 0 24069 Dorothy Endacott VP, Marketing Communications 40.0 0.0 X 160347 0 28533 John Niemann Senior Vice President 30.0 0.0 X 198633 0 22431 Lori Byrne SVP, Development 40.0 0.0 X 237623 0 34210 D Joe Selig SVP, UNL Development 40.0 0.0 X 245465 0 29867 2202729 0 297366 29 true true false Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising 711289 Cambridge Associates 125 High Street Boston MA 02110 Investment Advisor 710293 Union Bank Trust Company 6811 S 27th Street Lincoln NE 68512 Investment Advisor 460570 Parker Milliken Clark O'haha Samuel 555 S Flower Street 30th Floor Los Angeles CA 90071 Legal Services 455158 Frontier Capital Management Company 99 Summer Street Boston MA 02110 Investment Advisor 443708 19 1232520 228730189 19946227 229962709 0 39201800 2777105 36424695 0 83122 83122 762979 53957 709022 0 709022 709022 579079631 563550349 15529282 15529282 15529282 0 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FUNDS - PUBLIC EQUITY 247362898 F CERTIFICATE OF DEPOSITS 14745865 C MISCELLANEOUS INVESTMENTS 6147582 C 677824497 0 DEFERRED ANNUITIES PAYABLE 18778864 DEPOSITS HELD IN CUSTODY 302967138 321746002 X Schedule D, Part III, Line 4 COLLECTIONS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR 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 2016 and 2015, management determined there are no income tax positions requiring recognition in the consolidated financial statements. Europe (Including Iceland and Greenland) 3 Investments 125305398 3 3 125305398 125305398 true false false false true false Schedule F, Part I, Line 3(f) VALUE OF INVESTMENTS Value of Investments: $125,993,355 Expense paid to managers: ($687,957) Total on page 1: $125,305,398 X true Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Phone Solicit false 447679 711281 -263602 447679 711281 -263602 AL AK AR CA CO CT DC FL GA HI IL IN IA KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI true University of Nebraska 3835 Holdrege Street Lincoln NE 68588 470049123 501(c)(3) 205077839 505889 FMV/Appraisals Donated for Univ Use University Support The Alumni Assoc of the Univ of NE-Lincoln 1520 R Street Lincoln NE 68508 470378980 501(c)(3) 494000 Alumni Association Support Alumni Association Support The University of NE at Omaha Alumni Assoc 6705 Dodge Street Omaha NE 68182 476027511 501(c)(3) 72000 Alumni Association Support UNMC Alumni Association 985200 NE Medical Ctr Omaha NE 68198 270733750 501(c)(3) 230000 Alumni Association Support 4 Schedule I, Part I, Line 2 Grant Funds 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 X true true X X X X false false false false false false false false false Brian F Hastings PRESIDENT & CEO 363469 0 55206 0 7840 0 21200 0 18672 0 466387 0 0 0 Jason D Kennedy SVP, CFO, Treasurer 188476 0 9419 0 126 0 15572 0 17108 0 230701 0 0 0 Keith D Miles VP, General Counsel, Corp Sec 180491 0 12245 0 3434 0 15209 0 17108 0 228487 0 0 0 Amy Volk SVP, UNMC Development 197396 0 9817 0 11050 0 16230 0 17108 0 251601 0 0 0 Brian Neale Senior Director of Investments 158241 0 10725 0 84 0 7821 0 17580 0 194451 0 0 0 Dorothy Endacott VP, Marketing Communications 147886 0 12313 0 148 0 12285 0 16952 0 189584 0 0 0 John Niemann Senior Vice President 182048 0 12119 0 4466 0 14585 0 9082 0 222300 0 0 0 Lori Byrne SVP, Development 219144 0 14333 0 4146 0 17962 0 17622 0 273207 0 0 0 D Joe Selig SVP, UNL Development 225783 0 14957 0 4725 0 18577 0 12664 0 276706 0 0 0 Schedule J, Part I, Line 1a CHARTER TRAVEL IS AVAILABLE ON A LIMITED BASIS WITH PRIOR APPROVAL FROM MANAGEMENT. SOCIAL DUES FOR SELECTED EMPLOYEES AVAILABLE BASED UPON JOB RESPONSIBILITIES. Tonn Ostergard Director, Union Bank 453437 Management of Assets false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS TONN OSTERGARD IS ON THE BOARD OF DIRECTORS FOR UNION BANK AND TRUST. UNION BANK AND TRUST PROVIDES ASSET MANAGEMENT SERVICES TO THE UNIVERSITY OF NEBRASKA FOUNDATION. DURING FISCAL YEAR 2016, $453,437 WAS PAID TO UNION BANK AND TRUST FOR ASSET MANAGEMENT SERVICES. X 8 492912 Appraisal X 4626 Appraisal X 258 19213367 Fair Market Value X 2 28687 Fair Market Value X 3 189000 Appraisal X Crops and Livestock Feed 3 9285 Fair Market Value X Horses 2 8000 Fair Market Value X Photography Equipment 1 350 Fair Market Value 9 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 VI, Line 2 BOARD RELATIONSHIPS TONN OSTERGARD, DIRECTOR, AND JOANN MARTIN, DIRECTOR, BOTH SERVE ON THE BOARD OF DIRECTORS FOR AMERITAS LIFE INSURANCE CORPORATION. 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 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 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UNF Investments LLC PO Box 82555 Lincoln NE 68501 470795794 Business Dev NE 28516069 49199550 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 false true false false false false false false false false true false true false false false true true UNF Charitable Gift Fund c 1232520 Accrual UNF Charitable Gift Fund r 1200000 Cash UNF Charitable Gift Fund s 300000 Cash