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← UNF CHARITABLE GIFT FUND

Form 990 for tax year 2022

Filed by UNF CHARITABLE GIFT FUND.

Totals

Total revenue
$649,699
Total expenses
$421,163
Contributions and grants received
$628,430
Grants paid
$267,586
Program service revenue
$0
Investment income
$21,269
Other revenue
$0
Total assets, end of year
$5,942,614
Total liabilities, end of year
$2,314,914
Net assets or fund balances, end of year
$3,627,700
Program services expenses (Part IX)
$267,586
Management and general expenses
$153,577
Fundraising expenses
$0
Program service expenses (Part III)
$267,586

Program services were 63.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $628,430

  • 1g · Noncash contributions included above

    $297,780

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $146,864 · excluded $146,864

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $452,626

  • 7b · Less cost or other basis and sales expenses

    securities $578,221

  • 7c · Gain or loss

    securities -$125,595 · other assets $0

  • 7d · Net gain or loss

    total -$125,595 · excluded -$125,595

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $267,586 · program services $267,586

  • 11c · Fees: accounting

    total $3,900 · management and general $3,900

  • 11f · Fees: investment management

    total $9,488 · management and general $9,488

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: UNITRUST PAYMENTS

    total $140,162 · management and general $140,162

  • 24b · Other expenses: Miscellaneous

    total $27 · management and general $27

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $154,626 · end of year $158,025

  • 2 · Savings and temporary cash investments

    beginning of year $828,908 · end of year $898,860

  • 4 · Accounts receivable

    beginning of year $8,695 · end of year $21,442

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,533,439 · end of year $2,655,445

  • 12 · Investments: other securities

    beginning of year $976,248 · end of year $1,349,638

  • 13 · Investments: program-related

    beginning of year $859,204 · end of year $859,204

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    end of year $3,900

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,231,212 · end of year $2,311,014

  • 27 · Net assets without donor restrictions

    beginning of year $391,221 · end of year $420,202

  • 28 · Net assets with donor restrictions

    beginning of year $2,738,687 · end of year $3,207,498

Mission and programs · 2022

Mission

THE UNF CHARITABLE GIFT FUND WAS ESTABLISHED TO ENABLE DONORS TO MAKE CHARITABLE DONATIONS TO MULTIPLE ORGANIZATIONS, INCLUDING THE UNIVERSITY OF NEBRASKA.

  • SUPPORT FOR VARIOUS CHARITIES BY GIFT OPTION DIRECTIVES.

    Expenses $267,586 · Grants $267,586

As filed on the 2022 return.

Listed in Part VII

  • ANN K BRUNTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CANDY J HENNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JODY OLSSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN C MASSEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY C ARTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CELESTE C KNAPPER

    VICE PRESIDENT & TREASURER

    Total calculated
    $169,137
    From this org
    $0
    From related orgs
    $148,606
    Other
    $20,531
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,522 related
    Bonus
    $0 + $3,000 related
    Other
    $0 + $84 related
    Deferred
    $0 + $12,101 related
    Nontaxable benefits
    $0 + $8,430 related
    Filer's total
    $0 + $169,137 related

  • KEITH D MILES

    PRESIDENT

    Total calculated
    $284,516
    From this org
    $0
    From related orgs
    $240,786
    Other
    $43,730
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,316 related
    Bonus
    $0 + $4,628 related
    Other
    $0 + $8,842 related
    Deferred
    $0 + $19,222 related
    Nontaxable benefits
    $0 + $24,508 related
    Filer's total
    $0 + $284,516 related

  • MARGARET I STENEHJEM

    CORPORATE SECRETARY

    Total calculated
    $126,921
    From this org
    $0
    From related orgs
    $94,415
    Other
    $32,506
    Hours/week
    5 + 40 related

  • STEPHEN R HILL

    VICE PRESIDENT

    Total calculated
    $164,468
    From this org
    $0
    From related orgs
    $138,931
    Other
    $25,537
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,857 related
    Bonus
    $0 + $2,818 related
    Other
    $0 + $256 related
    Deferred
    $0 + $11,706 related
    Nontaxable benefits
    $0 + $13,831 related
    Filer's total
    $0 + $164,468 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
OFFICERS SPEND A SUBSTANTIAL AMOUNT OF THEIR TIME WORKING FOR THE UNIVERSITY OF NEBRASKA FOUNDATION, A RELATED ORGANIZATION, AND THEIR COMPENSATION IS REVIEWED BY THIS ORGANIZATION. THE UNF CHARITABLE GIFT FUND DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, KEY EMPLOYEES, OR ANY TOP MANAGEMENT OFFICIAL.
Schedule J, Part I, Line 7 Non-fixed payments
BONUSES ARE DETERMINED BASED ON GOALS SET FOR THE YEAR BY MANAGEMENT. THERE IS NO DISCRETION ON THE AMOUNT THE EMLOYEE RECEIVES. BASED ON THE GOALS ATTAINED, ALL EMPLOYEES RECEIVE THE SAME PERCENTAGE OF THEIR BASE SALARY AS INCENTIVE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (2)

    CHARITABLE TRUST · NE · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411299349304756

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