UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-01
IRS object ID
202401229349302415
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-01T14:01:09-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390972350EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7158365630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA A DIGGINSPersonNm
Person TitleINTERIM PRESIDENTPersonTitleTxt
Phone7158365180PhoneNum
Signature2024-04-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIAPersonFirstNm
Person LastDIGGINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2024-04-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIA A DIGGINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$84,948,418GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://FOUNDATION.UWEC.EDU/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE PURPOSE SHALL BE TO PROVIDE FINANCIAL AID AND ASSISTANCE TO WORTHY AND NEEDY STUDENTS AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, TO ENCOURAGE SCHOLARSHIP, TO PARTICIPATE IN AND ENCOURAGE ALL ENDEAVORS TO ADVANCE THE CAUSE OF EDUCATION AT THIS UNIVERSITY, TO ASSIST IN DEVELOPING AND INCREASING THE OPPORTUNITIES FOR STUDENTS AT THIS UNIVERSITY PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS AND TO DO ALL ACTS THAT THE CORPORATION SHALL DEEM TO BE IN THE INTEREST OF SAID UNIVERSITY. THE FUNDS OF THE CORPORATION SHALL BE INVESTED IN THE INVESTMENTS THAT SHALL MEET THE STANDARDS THAT THE CORPORATION, IN ITS DISCRETION, SHALL FROM TIME TO TIME DETERMINE, AND SHALL NOT BE RESTRICTED TO INVESTMENTS QUALIFYING AS TRUST FUND INVESTMENTS UNDER THE LAWS OF THE STATE OF WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers31TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$56,013,959PYContributionsGrantsAmt
CY Contributions Grants$13,175,349CYContributionsGrantsAmt
PY Program Service Revenue$161,232PYProgramServiceRevenueAmt
CY Program Service Revenue$231,568CYProgramServiceRevenueAmt
PY Investment Income$4,688,901PYInvestmentIncomeAmt
CY Investment Income$7,559,245CYInvestmentIncomeAmt
PY Other Revenue$208,646PYOtherRevenueAmt
CY Other Revenue$222,431CYOtherRevenueAmt
PY Total Revenue$61,072,738PYTotalRevenueAmt
CY Total Revenue$21,188,593CYTotalRevenueAmt
PY Grants And Similar Paid$47,513,702PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,008,117CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,216,988CYTotalFundraisingExpenseAmt
PY Other Expenses$2,723,140PYOtherExpensesAmt
CY Other Expenses$3,162,337CYOtherExpensesAmt
PY Total Expenses$50,236,842PYTotalExpensesAmt
CY Total Expenses$10,170,454CYTotalExpensesAmt
PY Revenues Less Expenses$10,835,896PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,018,139CYRevenuesLessExpensesAmt
Total Assets BOY$130,453,773TotalAssetsBOYAmt
Total Assets EOY$124,768,479TotalAssetsEOYAmt
Total Liabilities BOY$39,703,622TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,802,472TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$90,750,151NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$102,966,007NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. HAS AS ITS PRIMARY MISSION THE STEWARDSHIP OF PRIVATE FUNDS DONATED TO THE FOUNDATION FOR THE BENEFIT OF THE UNIVERSITY. WE DO THIS WITH FISCAL INTEGRITY AND RESPECT FOR OUR VALUED DONORS. OUR ULTIMATE GOAL IS THE ADVOCACY OF THE UNIVERSITY TO THE BROADER COMMUNITY AND TO CONTRIBUTE TO ACADEMIC EXCELLENCE AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,341,005ExpenseAmt
Grant$4,341,005GrantAmt
Revenue$231,568RevenueAmt
DescTHE FOUNDATION DISBURSED OVER 60% OF THEIR TOTAL PROGRAM EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 900 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,667,112ExpenseAmt
Grant$2,667,112GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO NEARLY 40% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS WAS 1,447 STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,008,117TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASPEN R RYSKOSKIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158365630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ERIC WAN
CHAIR0.10Yes (X)Yes (X)$0$0$0
KEITH DONNERMEYER
PAST CHAIR0.10Yes (X)Yes (X)$0$0$0
ANDREW BURISH
PAST CHAIR (THRU 10/2022)0.10Yes (X)Yes (X)$0$0$0
CHRISTINE SMITH
VICE CHAIR0.10Yes (X)Yes (X)$0$0$0
BRANDON RIECHERS
TREASURER0.10Yes (X)Yes (X)$0$0$0
PATRICIA LIEN
ASSISTANT TREASURER0.10Yes (X)Yes (X)$0$0$01.00
ANGELA PITTMAN TAYLOR
SECRETARY0.10Yes (X)Yes (X)$0$0$0
KERRY KINCAID
ASSISTANT SECRETARY0.10Yes (X)Yes (X)$0$0$0
TIMOTHY BALL
DIRECTOR (THRU 10/2022)0.10Yes (X)$0$0$0
JASON CRAIG
DIRECTOR0.10Yes (X)$0$0$0
TODD EBERHARDT
DIRECTOR0.10Yes (X)$0$0$0
BRIAN ELWOOD
DIRECTOR0.10Yes (X)$0$0$0
BRADY FOUST
DIRECTOR0.10Yes (X)$0$0$0
CHOPS HANCOCK
DIRECTOR0.10Yes (X)$0$0$01.00
JANE JOHANOS
DIRECTOR0.10Yes (X)$0$0$0
JEFF JOHNSON
DIRECTOR0.10Yes (X)$0$0$0
DANIEL KINCAID
DIRECTOR (THRU 10/2022)0.10Yes (X)$0$0$0
JEFFREY LANG
DIRECTOR0.10Yes (X)$0$0$0
JEFFREY LIDDICOAT
DIRECTOR0.10Yes (X)$0$0$0
ERIK LUNDBERG
DIRECTOR0.10Yes (X)$0$0$0
JILL MUENICH
DIRECTOR0.10Yes (X)$0$0$0
REGI MUNRO
DIRECTOR0.10Yes (X)$0$0$0
SCOTT PETERSON
DIRECTOR (THRU 10/2022)0.10Yes (X)$0$0$0
CHRISTINE RICE
DIRECTOR0.10Yes (X)$0$0$0
KELLI QUINN
DIRECTOR0.10Yes (X)$0$0$0
MARY JO QUINN
DIRECTOR0.10Yes (X)$0$0$0
SUZANNE SCHMIDT
DIRECTOR0.10Yes (X)$0$0$0
RAYMOND SKWIERCZYNSKI
DIRECTOR0.10Yes (X)$0$0$0
BILL SPARKES
DIRECTOR0.10Yes (X)$0$0$0
CHRISTINE THRUN
DIRECTOR (THRU 10/2022)0.10Yes (X)$0$0$0
KIMBERLY UNDERWOOD
DIRECTOR0.10Yes (X)$0$0$0
JASON WUDI
DIRECTOR0.10Yes (X)$0$0$0
KAYING XIONG
DIRECTOR0.10Yes (X)$0$0$0
KIMERA M WAY
PRES./EX-OFFICIO MEMBER (SEE SCH O)50.00Yes (X)$0$0$01.00
JULIA DIGGINS
PRESIDENT (SEE SCH O)50.00Yes (X)$0$0$0
COBY KOHN
ASST. TREAS. (SEE SCH O)(THRU 10/2022)45.00Yes (X)$0$0$01.00
ASPEN RYSKOSKI
ASSISTANT TREASURER (SEE SCH O)45.00Yes (X)$0$0$01.00
LORI MAASSEN
ASSISTANT TREASURER0.10Yes (X)$0$0$0
MICHELLE OLSON
ASSISTANT SECRETARY0.10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN-EAU CLAIREBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
ServicesSHARED SERVICESServicesDesc
Compensation$7,052,693CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$13,175,349AllOtherContributionsAmt
Noncash Contributions$368,840NoncashContributionsAmt
Total Contributions$13,175,349TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI EVENTS611710$224,533$224,533
PROGRAM RENTAL INCOME532000$7,035$7,035
FieldValueIRS element (for citing)
Total Program Service Revenue$231,568TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,949,659TotalRevenueColumnAmt
Exclusion$1,949,659ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,040TotalRevenueColumnAmt
Exclusion$9,040ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$69,333,928SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$63,724,342SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,609,586SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,609,586TotalRevenueColumnAmt
Exclusion$5,609,586ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$17,369GrossSalesOfInventoryAmt
Cost Of Goods Sold$35,483CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,114TotalRevenueColumnAmt
Exclusion-$18,114ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$231,505TotalRevenueColumnAmt
Exclusion$231,505ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$231,505OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,188,593TotalRevenueColumnAmt
Related Or Exempt Func Income$231,568RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,781,676ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,323,964TotalAmt
Program Services$4,323,964ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,684,153TotalAmt
Program Services$2,684,153ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,858,325TotalAmt
Management And General$1,105,344ManagementAndGeneralAmt
Fundraising$752,981FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,299TotalAmt
Management And General$22,299ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$76,500TotalAmt
Management And General$76,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$269,573TotalAmt
Management And General$269,573ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$119,455TotalAmt
Management And General$85,808ManagementAndGeneralAmt
Fundraising$33,647FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$774TotalAmt
Management And General$774ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,199TotalAmt
Management And General$24,022ManagementAndGeneralAmt
Fundraising$153,177FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23TotalAmt
Management And General$23ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$111,984TotalAmt
Fundraising$111,984FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,749TotalAmt
Management And General$10,749ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,917TotalAmt
Management And General$8,917ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,822TotalAmt
Management And General$17,822ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$241,315$241,315
STUDENT HELP$128,994$128,994
EVENT EXPENSES$70,818$70,818
DONOR CULTIVATION$36,205$36,205

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,385TotalAmt
Management And General$11,385ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,170,454TotalAmt
Program Services$7,008,117ProgramServicesAmt
Management And General$1,945,349ManagementAndGeneralAmt
Fundraising$1,216,988FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,096,662BOYAmt
EOY$2,596,189EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$36,447,525BOYAmt
EOY$27,712,255EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$61,402BOYAmt
EOY$74,399EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,601,694BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,598BOYAmt
EOY$44,598EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$111,109BOYAmt
EOY$97,558EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$84,580LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$40,264LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,230BOYAmt
EOY$44,316EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$64,281,938BOYAmt
EOY$70,150,131EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,768,615BOYAmt
EOY$24,049,033EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$130,453,773BOYAmt
EOY$124,768,479EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,982,627BOYAmt
EOY$548,738EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$37,511,221BOYAmt
EOY$21,053,081EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$209,774BOYAmt
EOY$200,653EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,703,622BOYAmt
EOY$21,802,472EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,487,477BOYAmt
EOY$14,592,832EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$78,262,674BOYAmt
EOY$88,373,175EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$90,750,151BOYAmt
EOY$102,966,007EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,453,773BOYAmt
EOY$124,768,479EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,018,139ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,306,332NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$108,615OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,089,243CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,293,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,093,417CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,013,959CurrentTaxYearMinus1YearAmt
Current Tax Year$13,175,349CurrentTaxYearAmt
Total$105,665,399TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,089,243CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,293,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,093,417CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,013,959CurrentTaxYearMinus1YearAmt
Current Tax Year$13,175,349CurrentTaxYearAmt
Total$105,665,399TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,509,034SubstantialContributorsTotAmt
Public Support Total170$88,156,365PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,067,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,895,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,597,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,799,108CurrentTaxYearMinus1YearAmt
Current Tax Year$1,958,699CurrentTaxYearAmt
Total$9,318,183TotalAmt
FieldValueIRS element (for citing)
Total Support$114,983,582TotalSupportAmt
Gross Receipts Rltd Activities$2,073,819GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76670PublicSupportCY170Pct
Public Support PY1700.76300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,500FilingOrganizationsTotalAmt
Affiliated Group Total$76,500AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,500FilingOrganizationsTotalAmt
Affiliated Group Total$76,500AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,093,954FilingOrganizationsTotalAmt
Affiliated Group Total$13,847,036AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,170,454FilingOrganizationsTotalAmt
Affiliated Group Total$13,923,536AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$658,523FilingOrganizationsTotalAmt
Affiliated Group Total$846,177AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$164,631FilingOrganizationsTotalAmt
Affiliated Group Total$211,544AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$737,206CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$846,177CurrentYearAmt
Total$3,583,383TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,375,075LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$59,000CurrentYearMinus3Amt
Current Year Minus2$90,000CurrentYearMinus2Amt
Current Year Minus1$13,500CurrentYearMinus1Amt
Current Year$76,500CurrentYearAmt
Total$239,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$184,302CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$211,544CurrentYearAmt
Total$895,846TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,343,769GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held4DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$923,112DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$5,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$7,947,086DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements3TotalEasementsCnt
Total Acreage314.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement20.00StaffHoursSpentEnforcementCnt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,860,525BeginningYearBalanceAmt
Contributions$13,002,837ContributionsAmt
Investment Earnings Or Losses$13,164,121InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,097,303GrantsOrScholarshipsAmt
Other Expenditures$4,066,218OtherExpendituresAmt
Administrative Expenses$2,678,482AdministrativeExpensesAmt
End Year Balance$140,185,480EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,490,726BeginningYearBalanceAmt
Contributions$55,724,008ContributionsAmt
Investment Earnings Or Losses-$12,588,133InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,871,156GrantsOrScholarshipsAmt
Other Expenditures$4,115,078OtherExpendituresAmt
Administrative Expenses$2,779,842AdministrativeExpensesAmt
End Year Balance$122,860,525EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,168,815BeginningYearBalanceAmt
Contributions$15,089,066ContributionsAmt
Investment Earnings Or Losses$16,242,415InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,712,778GrantsOrScholarshipsAmt
Other Expenditures$3,931,997OtherExpendituresAmt
Administrative Expenses$2,364,795AdministrativeExpensesAmt
End Year Balance$88,490,726EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,737,042BeginningYearBalanceAmt
Contributions$10,077,755ContributionsAmt
Investment Earnings Or Losses$738,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,860,444GrantsOrScholarshipsAmt
Other Expenditures$5,691,147OtherExpendituresAmt
Administrative Expenses$2,833,280AdministrativeExpensesAmt
End Year Balance$65,168,815EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,642,004BeginningYearBalanceAmt
Contributions$8,021,306ContributionsAmt
Investment Earnings Or Losses$4,820,156InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,780,461GrantsOrScholarshipsAmt
Other Expenditures$8,684,015OtherExpendituresAmt
Administrative Expenses$2,281,948AdministrativeExpensesAmt
End Year Balance$64,737,042EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29833PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.70167TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,580OtherCostOrOtherBasisAmt
Depreciation$40,264DepreciationAmt
Book Value$44,316BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$44,316TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
BEQUESTS RECEIVABLE$135,630
ADVANCES - UW-EAU CLAIRE$710,748
CASH SURRENDER VALUE OF LIFE INSURANCE$269,662
DONATED LAND TO BE HELD IN PREPETUITY$207,308
RELATED PARTY RECEIVABLE$18,208,890
SPLIT INTEREST AGREEMENTS$390,885
BENEFICIAL INTEREST IN A PERPETUAL TRUST$4,125,910
FieldValueIRS element (for citing)
Total Book Value Other Assets$24,049,033TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERNAL CGA LIABILITYDesc
Amt$200,653Amt
FieldValueIRS element (for citing)
Total Liability$200,653TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE.
PART V, LINE 4:THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Recipient EIN391805963RecipientEIN
IRC SectionSTATE OF WISCONSINIRCSectionDesc
Cash Grant$4,323,964CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantUNIVERSITY DEPARTMENT SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS1447$2,667,112
FACULTY/STAFF AWARDS20$17,041

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$220,201NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MACHINERY EQUIPMENT3$143,340COST OF DONATED EQUI
Yes (X)OTHER ITEMS/EQUIPMENT1$5,299COST OF DONATED EQUI
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD DIRECTOR DR. DANIEL KINCAID AND BOARD ASSISTANT SECRETARY KERRY KINCAID HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $132,000 OF THE CEO'S SALARY, $111,000 OF THE INTERIM PRESIDENT'S SALARY, AND $87,000 OF THE ASSISTANT TREASURY'S SALARY IS FOR SERVICES RENDERED TO THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS EMAILED TO ALL FINANCE/AUDIT COMMITTEE, MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, FINANCE/AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. A FOUNDATION BOARD MEMBER WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UW-EAU CLAIRE FOUNDATION SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE BOARD MEMBER MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. THE FOUNDATION SECRETARY SHALL REVIEW THE ANNUAL DISCLOSURES AND WILL PROMPTLY SUBMIT TO THE FOUNDATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE EXECUTIVE COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE INTERESTED BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ADDRESS THE ISSUE WITH THE EXECUTIVE COMMITTEE. FOR VOTE ON THE MATTER, THE INTERESTED MEMBER WILL ABSTAIN FROM FINAL DISCUSSION AND MAJORITY VOTE WITH THE REMAINING BOARD.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BEQUESTS -317,592. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 81,427. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 12,229. CHANGE IN VALUE OF BENEFICIAL INTERESTS 123,061. OTHER CHANGES IN NET ASSETS -7,740.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BLUGOLD ENTREPRENEURS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842857064TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS.WI$0$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ROAST COFFEE LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842856665TO HOLD A ROAST COFFEE DISTRIBUTION OPERATION WITH RELATED BRANDED PRODUCTSWI-$1,032$1,822UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Primary ActivitiesTO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC.PrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BLUGOLD REAL ESTATE FOUNDATION INC
A$659,712CASH
BLUGOLD REAL ESTATE FOUNDATION INC
D$18,180,890CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$4,412,794OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$4,412,794TotalExemptPurposeExpendAmt
Lobby Nontx$370,640LobbyNontxAmt
Grassroots Nontx$92,660GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt

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