2026-05-15T09:10:58-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2024-07-01 237116528 NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC NORT 8595725129 LUCAS ADMINISTRATIVE CENTER STE 822 HIGHLAND HEIGHTS KY 41099 ERIC C GENTRY EXECUTIVE DIRECTOR 8595725129 2026-05-15 1 0 AMELIA SEBASTIAN P01251828 5025896050 2024 2025-03-06 01:10:19Z ERIC C GENTRY LUCAS ADMINISTRATIVE CENTER STE 822 HIGHLAND HEIGHTS KY 41099 60527381 0 X FOUNDATION.NKU.EDU X 1970 KY SUPPORT NORTHERN KENTUCKY UNIVERSITY THROUGH PROVISION OF SCHOLARSHIPS, FINANCIAL AID, AND OTHER SUPPORT PROGRAMS 43 43 0 74 390917 77152 6487498 5858667 0 0 3391484 15676363 468304 1173129 10347286 22708159 6563447 6765749 0 0 0 0 0 0 63764 3808245 4463800 10371692 11229549 -24406 11478610 164156282 176758742 16864066 19593869 147292216 157164873 X THE MISSION OF NORTHERN KENTUCKY UNIVERSITY FOUNDATION IS TO SECURE, INVEST, STEWARD, AND DISTRIBUTE PRIVATE RESOURCES IN SUPPORT OF NORTHERN KENTUCKY UNIVERSITY, TO ADVOCATE FOR THE UNIVERSITY'S BEST INTERESTS, AND TO BUILD LASTING RELATIONSHIPS WITH ALUMNI AND FRIENDS. 0 0 3187508 3187508 STUDENT FINANCIAL AID 1376399 801743 ACADEMIC SUPPORT 1246856 719330 INSTITUTIONAL SUPPORT 3761945 2057168 INSTRUCTION, PUBLIC SERVICE, UNIVERSITY FACILITIES AND EQUIPMENT ACQUISITION, LIBRARIES, STUDENT SERVICES, RESEARCH 3761945 2057168 9572708 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 159 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X ERIC C GENTRY 8595725129 AC822 NUNN DRIVE HIGHLAND HEIGHTS KY 41099 KAREN FINAN PRESIDENT 2.00 X X 0 0 0 TOM WIEDEMANN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 KEVIN GESSNER VICE PRESIDENT 2.00 X X 0 0 0 MARY ZALLA SECRETARY 2.00 X X 0 0 0 BARB JOHNSON TREASURER 2.00 X X 0 0 0 MARTY BUTLER AT LARGE 2.00 X X 0 0 0 ERIC GENTRY EXECUTIVE DIRECTOR 10.00 X X 0 0 0 CADY SHORT-THOMPSON NKU PRESIDENT 2.00 X X 0 0 0 BRADD ZAPP NKU REGENT DESIGNEE 2.00 X X 0 0 0 KARA WILLIAMS NKU REGENT DESIGNEE 2.00 X X 0 0 0 TODD BEST MEMBER 0.50 X 0 0 0 RICH BOEHNE MEMBER 0.50 X 0 0 0 JOE DON COLE MEMBER 0.50 X 0 0 0 GARREN COLVIN MEMBER 0.50 X 0 0 0 BRENT COOPER MEMBER 0.50 X 0 0 0 LISA DESMARAIS MEMBER 0.50 X 0 0 0 KEVIN GUSWEILER MEMBER 0.50 X 0 0 0 MICHELE HARGIS MEMBER 0.50 X 0 0 0 JACOB HOLBROOK MEMBER 0.50 X 0 0 0 ERIC KEARNEY MEMBER 0.50 X 0 0 0 JACK KENKEL MEMBER 0.50 X 0 0 0 FRED MACKE MEMBER 0.50 X 0 0 0 GREG NEAL MEMBER 0.50 X 0 0 0 HEATHER QUINLEY MEMBER 0.50 X 0 0 0 MAC RILEY MEMBER 0.50 X 0 0 0 JT ROBERTS MEMBER 0.50 X 0 0 0 ROSEMARY SCHLACHTER MEMBER 0.50 X 0 0 0 TRACY SCHWEGMANN MEMBER 0.50 X 0 0 0 CHAD SCOTT MEMBER 0.50 X 0 0 0 NATHAN SMITH MEMBER 0.50 X 0 0 0 RAY TAKIGKU MEMBER 0.50 X 0 0 0 ALECIA WEBB-EDGINGTON MEMBER 0.50 X 0 0 0 B CHARLES ALEXANDER EMERITUS MEMBER 0.10 X 0 0 0 J DAVID BENDER ESQ EMERITUS MEMBER 0.10 X 0 0 0 DR HERBERT R BOOTH EMERITUS MEMBER 0.10 X 0 0 0 DR LEON 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RICHARD L MURGATROYD EMERITUS MEMBER 0.10 X 0 0 0 C ANDREW NEAGLE EMERITUS MEMBER 0.10 X 0 0 0 JAMES R POSTON JR ESQ EMERITUS MEMBER 0.10 X 0 0 0 JAMIE M RAMSEY ESQ EMERITUS MEMBER 0.10 X 0 0 0 DR ROGERS REDDING EMERITUS MEMBER 0.10 X 0 0 0 THOMAS SAELINGER EMERITUS MEMBER 0.10 X 0 0 0 TIM SCHIGEL EMERITUS MEMBER 0.50 X 0 0 0 RUTH M SELIGMAN DOERING EMERITUS MEMBER 0.10 X 0 0 0 KEVIN M SHEEHAN EMERITUS MEMBER 0.10 X 0 0 0 GREGORY S SHUMATE ESQ EMERITUS MEMBER 0.10 X 0 0 0 DIANE H STICKLEN-JORDAN EMERITUS MEMBER 0.10 X 0 0 0 DR CAROL J SWARTS EMERITUS MEMBER 0.10 X 0 0 0 WILLIAM C VERMILLION EMERITUS MEMBER 0.10 X 0 0 0 DR JAMES C VOTRUBA EMERITUS MEMBER 0.10 X 0 0 0 ANDRA R WARD EMERITUS MEMBER 0.10 X 0 0 0 BRENDA L WILSON EMERITUS MEMBER 0.10 X 0 0 0 THE HONORABLE KRIS KNOCHELMANN EX-OFFICIO MEMBERS 0.10 X 0 0 0 THE HONORABLE GARY MOORE EX-OFFICIO MEMBERS 0.10 X 0 0 0 THE HONORABLE STEVEN PENDERY EX-OFFICIO MEMBERS 0.10 X 0 0 0 0 0 0 0 0 0 0 BENTZ WHALEY FLESSNER & ASSOC 7900 XERXES 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AND NORTHERN KENTUCKY UNIVERSITY BEFORE THE KENTUCKY LEGISLATIVE AND EXECUTIVE BRANCHES ON ISSUES RELATED TO EDUCATION LEGISLATION AND EDUCATION FUNDING. 1 25000 -12500 37500 1 1 121752000 1952000 12057000 3446000 1143000 131172000 111435000 1608000 13234000 3415000 1110000 121752000 105337000 2029000 8335000 3229000 1037000 111435000 114081000 1454000 -6364000 2955000 879000 105337000 88010000 2167000 27921000 3168000 849000 114081000 0.03108 0.45392 0.51500 0 0 423181 423181 208028 208028 0 423181 REMAIND INT REAL PROP & OTHER 1145000 F PUBLIC NATURAL RESOURCES MLP 4193910 F PRIVATE EQUITY 35070159 F PRIVATE DEBT 4732147 F NATURAL RESOURCES 4237097 F PRIVATE REAL ESTATE 7587664 F HEDGE FUNDS 3711479 F 60677456 FUNDS HELD IN TRUST FOR NKU 18575089 AGENCY FUNDS 42901 18617990 PART V, LINE 4: ENDOWMENT IS TO BE USED PRIMARILY FOR STUDENT FINANCIAL AID AND SCHOLARSHIPS AT NORTHERN KENTUCKY UNIVERSITY. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 430678 0 0 0 0 0 0 430678 0 430678 1 0 0 1 1 0 BASEBALL GOLF OUTING 39615 28789 10826 7095 2412 4890 BASEBALL FIRST PITCH DINNER 26555 3250 23305 1964 238 4 45086 15332 29754 319 800 26398 9750 7500 111256 47371 63885 319 7895 30774 9750 12628 61366 2519 1 NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 548891 0 INSTRUCTION NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 115346 0 RESEARCH NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 102245 0 PUBLIC SERVICE NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 801743 0 ACADEMIC SUPPORT NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 373679 0 STUDENT SERVICES NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 719330 0 INSTITUTIONAL SUPPORT NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 593230 0 FACILITIES & EQUIPMENT ACQUISITION NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 315072 0 GENERAL NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 3187508 0 STUDENT FINANCIAL AID NORTHERN KENTUCKY UNIVERSITY NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 GOVERNMENT 8705 0 LIBRARIES 1 0 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF FUNDS GRANTED TO NKU THROUGH REVIEW OF INVOICES PAID BY NKU. THE FOUNDATION IS ALSO ABLE TO MONITOR THE PROGRESS OF NKU PROJECTS SUPPORTED WITH FOUNDATION FUNDS. SCHEDULE I, PART II, LINE 1, COLUMN (H) SUBGRANT EXPENSES PAID FOR THE BENEFIT OF NORTHERN KENTUCKY UNIVERSITY (NKU) TO HELP PROVIDE FUNDING FOR NKU FACULTY POSITIONS, CONSTRUCTION PROJECTS AND VARIOUS OTHER OPERATING EXPENDITURES. X 8 190322 AVERAGE SHARE PRICE X 1 100000 FMV X VARIOUS 20 2827 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS ABLE TO VOTE ON BEHALF OF THE BOARD OF DIRECTORS ON SOME MATTERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE RETURN IS REVIEWED BY MANAGEMENT AND THE FINANCE AND AUDIT COMMITTEE CHAIR. THE RETURN IS EMAILED TO ALL VOTING BOARD MEMBERS FOR APPROVAL BEFORE A FINAL VERSION IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THIS POLICY IS MONITORED BY THE MEMBERSHIP COMMITTEE CHAIRPERSON IN CONJUNCTION WITH THE BOARD PRESIDENT AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE NKU PRESIDENT, WITH SUPPORT BY THE UNIVERSITY'S CHIEF HUMAN RESOURCES OFFICER, CONSULTS WITH THE NKUF PRESIDENT REGARDING PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. THESE CONVERSATIONS DETERMINE THE EVALUATION AND COMPENSATION WHICH IS THEN SUPPORTED BY THE NKUF FINANCE/AUDIT COMMITTEE IN THE ANNUAL OPERATING BUDGET AND THE NKUF EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ONLINE VIA THE FOUNDATION'S WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. 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