2026-04-30T07:46:52+00:00 2025-06-30 440160260 Forvis Mazars LLP 1248 O Street Ste 1040 Lincoln NE 685081461 990 2024-07-01 470379839 UNIVERSITY OF NEBRASKA FOUNDATION UNIV 4024581100 PO BOX 82555 LINCOLN NE 68501 TROY K WILHELM CFO 4024581100 2026-04-30 true true Kristin Tynon P01063388 4024737600 2026-04-30 2024 2025-03-06 01:10:19Z TROY K WILHELM 1010 LINCOLN MALL STE 300 LINCOLN NE 68508 1591771129 false X WWW.NUFOUNDATION.ORG X 1936 NE THE UNIVERSITY OF NEBRASKA FOUNDATION GROWS RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES. 18 16 302 425 1269737 210793 279616027 313981984 0 0 71416369 164162183 1489099 1223009 352521495 479367176 292269115 297946619 0 31131720 35450669 667279 655087 30820010 21423389 33297718 345491503 367350093 7029992 112017083 3588896895 3849478120 490908509 502663458 3097988386 3346814662 THE UNIVERSITY OF NEBRASKA FOUNDATION GROWS RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES. false false 297946619 297946619 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. 297946619 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 false true true true false false true true true true false false true 102 0 true 302 true true true false false false false true true true 2 false false true false false false X 18 16 false false false false true true true true true false false false false true true true true true true true false false CA IN KY MD MA MI MN NH NJ NY SC X X TROY K WILHELM 4024581100 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 ANGIE MUHLEISEN BOARD CHAIR 1.0 0.0 X X 0 0 0 BRIAN F HASTINGS PRESIDENT & CEO 40.0 0.0 X X 690291 0 174903 JANE E MILLER BOARD CHAIR ELECT 1.0 0.0 X X 0 0 0 ANNE HUBBARD DIRECTOR 1.0 0.0 X 0 0 0 DON VOELTE DIRECTOR 1.0 0.0 X 0 0 0 DOUGLAS WAGGONER DIRECTOR BEG 11/24 1.0 0.0 X 0 0 0 HOLLY OSTERGARD DIRECTOR 1.0 0.0 X 0 0 0 IVAN GILREATH DIRECTOR 1.0 0.0 X 0 0 0 J SCOTT NELSON DIRECTOR END 11/24 1.0 0.0 X 0 0 0 JULIE JACOBSON DIRECTOR 1.0 0.0 X 0 0 0 LORI DRUSE DIRECTOR 1.0 0.0 X 0 0 0 PAUL M MENDLIK DIRECTOR 1.0 0.0 X 0 0 0 SANDRA MASSEY DIRECTOR 1.0 0.0 X 0 0 0 STEVE W SELINE DIRECTOR 1.0 0.0 X 0 0 0 SUSAN K WILKINSON DIRECTOR BEG 11/24 1.0 0.0 X 0 0 0 SUSAN THADEN DIRECTOR 1.0 0.0 X 0 0 0 TED HARRIS DIRECTOR 1.0 0.0 X 0 0 0 THOMAS H WARREN SR DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM LESTER DIRECTOR 1.0 0.0 X 0 0 0 CHET A POEHLING ASSOC GENERAL COUNSEL, ASST CORP SEC END 9/24 40.0 0.0 X 97253 0 34266 KEITH D MILES SVP, GENERAL COUNSEL, CORP SEC 40.0 5.0 X 269751 0 49308 TROY K WILHELM CFO & TREASURER 40.0 0.0 X 353261 0 42124 AMY VOLK SVP, UNMC DEVELOPMENT 40.0 0.0 X 320945 0 51033 BRIAN NEALE CHIEF INVESTMENT OFFICER 40.0 0.0 X 480507 0 61761 LAUREN MILTENBERGER VP UNO ADVANCEMENT 40.0 0.0 X 281162 0 25756 LORI BYRNE EVP, DEVELOPMENT 40.0 0.0 X 423427 0 57009 WILLIAM JOHNSON SVP DEVELOPMENT 40.0 0.0 X 328074 0 59181 3244671 0 555341 70 false true false LEGENDS SALES & MARKETING LLC 610 BROADWAY SUITE 2400 NEW YORK NY 10006 FUNDRAISING 662525 UNION BANK & TRUST COMPANY 6811 S 27TH STREET LINCOLN NE 68512 INVESTMENT MANAGEMENT 601273 HARDING LOEVNER 400 CROSSING BLVD 4TH FLOOR BRIDGEWATER NJ 08807 INVESTMENT MANAGEMENT 582955 CLIFFWATER LLC 4640 ADMIRALTY WAY 11TH FLOOR MARINA DEL REY CA 90292 INVESTMENT MANAGEMENT 400000 NORTHERN TRUST 333 S WABASH AVENUE WB-42 CHICAGO IL 60604 INVESTMENT MANAGEMENT 211000 11 659537 313322447 31651818 313981984 0 0 0 0 0 53371795 1250269 52121526 40512 40512 177388 77033 100355 0 100355 100355 1223084308 33000 1112326920 0 110757388 33000 110790388 110790388 MISCELLANEOUS REVENUE 900099 1062674 1062674 UNIVERSITY MAGAZINE 511120 19468 19468 0 0 0 0 1082142 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3849478120 X 112017083 136653610 155583 X false true true false X 260888632 317453799 280164046 279616027 313981984 1452104488 0 0 260888632 317453799 280164046 279616027 313981984 1452104488 130762941 1321341547 40069411 51188594 48090393 41053496 52339426 232741320 411730 210793 622523 0 0 0 1360735 1062674 2423409 1687891740 0 0.78284 0.78537 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 1360735.0, COLUMN E - 1062674.0, COLUMN F - 2423409.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19901 1880108 X X false 2161416101 82172899 148938560 84481295 2308046265 1898454148 86823592 253442814 77304453 2161416101 1722872555 95326611 155516837 75261855 1898454148 1903834571 68310318 -176606903 72665431 1722872555 1395834767 54897809 516114000 63012005 1903834571 0.1925 0.8075 0.0 false false 11986547 106718 12093265 562886 1713419 916583 1359722 4105266 1694850 2410416 5706447 4256373 1450074 270513 0 270513 17583990 Closely-held equity interests Financial derivatives LIMITED PARTNERSHIPS 644091415 F COMMINGLED FUND - PUBLIC EQUITY 806947627 F HEDGE FUNDS 928457 F INDEX FUND - PUBLIC EQUITY 793511545 F OTHER SECURITIES 3212838 F GOVERNMENT SECURITIES 32582318 F 2281274200 Federal Income Taxes DEFERRED ANNUITIES PAYABLE 18064124 DEPOSITS HELD IN CUSTODY 448283882 OPERATING LEASE LIABILITY 9604716 475952722 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part III, Line 4 Collections of art - description of collections 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 Intended uses of endowment funds ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE UNIVERSITY OF NEBRASKA. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTIONS 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 JUDGEMENT OCCURS. DURING FISCAL YEARS 2025 AND 2024, MANAGEMENT DETERMINED THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. Central America and the Caribbean 23 Investments 290991209 Europe (Including Iceland and Greenland) 10 Investments 92238458 0 33 0 0 0 33 383229667 0 383229667 true false false false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X true LEGENDS SALES & MARKETING LLC 610 BROADWAY SUITE 2400 NEW YORK NY 10006 FUNDRAISING false 18613 655087 -636474 18613 655087 -636474 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY true University of Nebraska 3835 Holdrege Street Lincoln NE 68588 470049123 501(c)(3) 284724550 532631 FMV/Appraisals Donated for University use University support The Alumni Association of the University of Nebraska Lincoln 1520 R Street Lincoln NE 68508 470378980 501(c)(3) 368000 Alumni Association Support UNMC Alumni Association 985200 NE Med Ctr Omaha NE 68198 270733750 501(c)(3) 230000 Alumni Association Support Nebraska Medicine 987400 NE Med Ctr Omaha NE 68198 813158267 501(c)(3) 11001214 Program Support AGS Gamma Chapter Foundation Inc 1972 W Camino Real St Columbus NE 68601 871423289 501(c)(3) 230779 Chapter Support Brown University PO Box 1893 Providence RI 02912 050258809 501(c)(3) 24868 Scholarly Support Farmhouse Foundation 1021 Jefferson Street Kansas City MO 64105 366111880 501(c)(3) 69002 Chapter Support Wachiska Audubon Society Inc 3100 N 112th Street Lincoln NE 68527 510229888 501(c)(3) 368575 397000 Cost Land Preserve Ecosystem 8 0 Schedule I, Part I, Line 2 Procedures for monitoring use of 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 true true X X X X false true false false false false false false false BRIAN F HASTINGS PRESIDENT & CEO 546417 0 79041 0 64833 0 152394 0 22509 0 865194 0 46068 0 TROY K WILHELM CFO & TREASURER 337682 0 14975 0 604 0 34388 0 7736 0 395385 0 0 0 KEITH D MILES SVP, GENERAL COUNSEL, CORP SEC 254119 0 11862 0 3770 0 26799 0 22509 0 319059 0 0 0 LORI BYRNE EVP, DEVELOPMENT 390641 0 25645 0 7141 0 34500 0 22509 0 480436 0 0 0 BRIAN NEALE CHIEF INVESTMENT OFFICER 379551 0 100763 0 193 0 34500 0 27261 0 542268 0 0 0 AMY VOLK SVP, UNMC DEVELOPMENT 300110 0 20256 0 579 0 28524 0 22509 0 371978 0 0 0 WILLIAM JOHNSON SVP DEVELOPMENT 306986 0 20727 0 361 0 31920 0 27261 0 387255 0 0 0 LAUREN MILTENBERGER VP UNO ADVANCEMENT 257556 0 16724 0 6882 0 25756 0 0 0 306918 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees SOCIAL DUES FOR SELECTED EMPLOYEES ARE AVAILABLE BASED ON JOB RESPONSIBILITIES. THE SOCIAL DUES ARE INCLUDED IN TAXABLE INCOME FOR THOSE INDIVIDUALS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BRIAN HASTINGS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WHICH HAD A DISTRIBUTION IN 2024 OF $46,068. ANGIE MUHLEISEN SHAREHOLDER & DIRECTOR, UNION BANK & TRUST 534550 INVESTMENT MANAGEMENT false Schedule L, Part IV, Column (b) ANGIE MUHLEISEN MS. MUHLEISEN SERVES ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION AND IS A SHAREHOLDER AND DIRECTOR OF UNION BANK & TRUST, WHICH PROVIDES ASSET MANAGEMENT SERVICES TO THE ORGANIZATION. 5 19901 Opinions of experts X 15220 Opinions of experts X 270 Market value 1 1300 Opinions of experts 330 30449401 Market value 1 11359 Market value 1 191925 Opinions of experts 4 299875 Opinions of experts 1 4860 Opinions of experts X CROPS 12 23187 Selling cost X EQUIPMENT 2 260000 Market value X LIVESTOCK 1 150000 Market value X PROPERTY 1 224520 Market value 6 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 used to solicit, process, or sell noncash contributions THE ORGANIZATION USED BROKERS TO SELL STOCK GIFTS. Form 990, Part VI, Line 15a & 15B - PROCESS TO ESTABLISH 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. THIS PROCESS LAST OCCURRED IN FY 2024. Form 990, Part VI, Line 6 Classes of members or stockholders TRUSTEES ARE CONSIDERED MEMBERS OF THE ENTITY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body TRUSTEES ELECT THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders TRUSTEES HAVE THE ABILITY TO REMOVE ANY DIRECTOR, CHAIR, OR CHAIR ELECT OF THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body THE APPROVAL OF THE FORM 990 HAS BEEN DELEGATED BY THE BOARD OF DIRECTORS TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE 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. INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY KNOWN OR POSSIBLE CONFLICTS THAT ARISE DURING THE YEAR. Form 990, Part VI, Line 19 Required documents available to the public AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 155583; Total - 155583; Schedule F, Part I, Line 3(f) 386,240,578 VALUE OF INVESTMENTS (3,010,911) EXPENSE PAID TO MANAGERS ---------------- 383,229,667 TOTAL ON PART I, LINE 3(F) UNF INVESTMENTS LLC PO BOX 82555 LINCOLN NE 68501 470795794 BUSINESS DEVELOPMENT NE 161771 2972037 U OF NE FDN Stumpf Peterson Pogue LLC PO BOX 82555 LINCOLN NE 68501 470379839 Land management NE 0 2187079 U OF NE FDN UNF CHARITABLE GIFT FUND 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 200288992 CHARITABLE GIVING NE 501(c)(3) 7 U OF NE FDN true UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION 2285 SO 67TH ST SUITE 200 OMAHA NE 68106 476027511 SUPPORTING ORG NE 501(c)(3) Type III-FI U OF NE FDN true CHARITABLE REMAINDER TRUSTS (56) CHARITABLE TRUST NE NA Trust true false false true false false false false false false false false true false true true false true false false UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION O 148235 CASH UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION Q 69587 CASH UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION C 528526 CASH UNF CHARITABLE GIFT FUND C 131011 CASH