2024-05-01T11:21:57-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 396076856 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UNIV 9204242178 625 PEARL AVENUE OSHKOSH WI 54901 CHAD DURKEE TREASURER 9204242178 2024-04-29 1 CHAD DURKEE 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-04-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY GILES 625 PEARL AVENUE OSHKOSH WI 54901 12676343 0 X WWW.UWOSH.EDU/FOUNDATION X 1963 WI TO SUPPORT AND ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY OF WISCONSIN OSHKOSH THROUGH THE SOLICITATION OF CONTRIBUTIONS OF GIFTS OF MONETARY SUPPORT, REAL PROPERTY OR OTHER PERSONAL PROPERTY FROM INDIVIDUALS, ASSOCIATIONS, CORPORATIONS, OR OTHER ENTITIES. 13 13 1 13 786623 570027 2885935 5316190 201507 52738 6109707 1050605 546961 241577 9744110 6661110 1247268 1889313 0 0 255111 227164 58726 63001 229078 637094 1001961 2198199 3181439 7545911 3479671 33735933 40715092 259913 549745 33476020 40165347 X TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP. 0 0 2112834 1889313 53404 DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. 2112834 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 10 3 1 1 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 WI X GREG GILES 9204242178 625 PEARL AVE OSHKOSH WI 54901 TIMOTHY C MULLOY PAST CHAIRMAN 5.00 X X 0 0 0 H GENE DRECKTRAH DIRECTOR 1.00 X 0 0 0 THOMAS R GUYETTE DIRECTOR 1.00 X 0 0 0 NORBERT S HILL JR DIRECTOR 1.00 X 0 0 0 JON DUDZINSKI DIRECTOR 1.00 X 0 0 0 JANET TIERNEY SECRETARY 5.00 X X 0 0 0 SCOTT BARR DIRECTOR 1.00 X 0 0 0 CHAD DURKEE TREASURER 5.00 X X 0 0 0 JAMES HOFFMAN CHAIRMAN 5.00 X X 0 0 0 KATRINA SCHIEDEMEYER DIRECTOR 1.00 X 0 0 0 GREG GILES EXECUTIVE DIRECTOR 40.00 X 164015 0 22856 HOLLY BRENNER VICE CHAIR 5.00 X X 0 0 0 WILLIAM EVERSON DIRECTOR 1.00 X 0 0 0 MICHAEL HOCHHOLZER DIRECTOR 1.00 X 0 0 0 164015 0 22856 1 0 1 0 0 114675 5201515 136752 5316190 UWO DEPARTMENTS & CLUBS 611710 52738 52738 52738 792101 792101 4814649 1368449 5160741 763853 -346092 604596 258504 604596 -346092 50830 114675 69636 -18806 -18806 98693 21003 77690 77690 INCOME (LOSS) FROM OSHKOSH INVEST 721110 137771 137771 INCOME (LOSS) FROM OI MANAGEMENT 721110 44256 44256 MISCELLANEOUS INCOME 900099 666 666 182693 6661110 53404 786623 504893 655814 655814 1233499 1233499 191393 28707 47849 114837 23479 18384 5095 12292 1844 3073 7375 3969 3969 43011 43011 63001 63001 89193 10075 79118 35117 35117 5463 5463 25764 6994 2956 15814 55148 238 54435 475 29647 16975 8601 4071 3106 2197 909 13169 1088 12081 TAXES 546393 546393 SPECIAL PROJECTS 91972 84724 1953 5295 ALUMNI ACTIVITIES 28594 28594 DISCRETIONARY 21895 21895 9520 1806 62 7652 3181439 2112834 839527 229078 197311 69651 954758 483573 421690 1446012 0 153948 56915 44251 78305 59805 18500 18500 30665548 38499157 1421211 0 33735933 40715092 43694 549745 216219 0 259913 549745 X 3871026 5120573 29604994 35044774 33476020 40165347 33735933 40715092 X 3479671 2469619 216219 523818 X X 0 1 X 1 0 X 4113883 970260 1649777 2885935 5316190 14936045 345276 441003 470916 491639 505987 2254821 4459159 1411263 2120693 3377574 5822177 17190866 5417680 11773186 544147 631931 597246 804582 792101 3370007 219771 321669 253627 570027 1365094 21925967 570045 0.53700 0.56310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25431284 5038636 2012894 750708 31732106 30609162 1054590 -5658471 573997 25431284 23639105 1770624 5875627 676194 30609162 23493809 1273568 111517 1239789 23639105 21324742 2016988 1257115 1105036 23493809 0.12025 0.77530 0.10445 1 0 18500 18500 59805 59805 0 18500 X PART V, LINE 4: ENDOWED FUNDS ARE USED FOR UNIVERSITY STUDENT SCHOLARSHIPS AND AWARDS, ATHLETICS, ALUMNI ACTIVITIES, PROFESSORSHIPS AND PROGRAMS. PART X, LINE 2: AS A NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE TAX-EXEMPT STATUS IS BASED UPON THE STATED PURPOSE OF THE OPERATIONS AND SUPPORTING EVIDENCE PRESENTED TO THE INTERNAL REVENUE SERVICE WITH THE APPLICATION FOR TAX-EXEMPT STATUS. SUCH STATUS IS SUBJECT TO RE-EVALUATION SHOULD THERE BE CHANGES IN OPERATION, CHARACTER, OR PURPOSE OF THE FOUNDATION. X X X X X 1 DONOR BY DESIGN GROUP LLC 725 W GILBERT ROAD PALATINE IL 60067 PROVIDED COUNSEL & GUIDANCE THROUGHOUT CAPITAL CAMPAIGN 0 0 63001 -63001 63001 -63001 WI BLACK & GOLD EVENT 71484 56904 14580 6250 4145 8164 3875 7642 MEN'S BASKETBALL STEAK FRY 32900 18150 14750 2150 7771 2111 3 51280 29780 21500 1906 8672 16146 804 155664 104834 50830 10306 20588 26421 3875 8446 69636 -18806 98693 16585 3532 886 1 1.00000 98693 16585 3532 886 21003 77690 WI 1 0 0 0 0.95000 0.05000 0 0 1 UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 13127 0 PROVIDE AWARDS & RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES. UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 0 42391 BOOK CLOTHING, EQUIPMENT, AND SUPPLIES CLOTHING, EQUIPMENT & SUPPLIES UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 223920 0 SUPPORT FOR UW OSHKOSH ATHLETIC TEAMS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 27238 0 SUPPORT FOR UW LIBRARY UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 41340 0 PROVIDE PROFESSORSHIPS TO UW OSHKOSH PROFESSORS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 10303 0 SUPPORT FOR UW OSHKOSH BAND AND MUSIC DEPARTMENT UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLDV OSHKOSH WI 54901 391805963 501(C)(3) 292015 0 SUPPORT TO VARIOUS UW OSHKOSH DEPARTMENTS 1 0 SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 692 1232049 AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 1 1450 PART I, LINE 2: THE FOLLOWING STEPS ARE TAKEN BY THE FOUNDATION TO INSURE THAT INDIVIDUALS OR ORGANIZATIONS RECEIVING GRANTS BOTH QUALIFY TO RECEIVE GRANT MONIES AND ARE IN THE FURTHERANCE OF CHARITABLE PROGRAMS: SELECTION COMMITTEES ARE FORMED TO REVIEW THE GRANTING PROCESS. SELECTION COMMITTEES REVIEW GRANT CANDIDATE'S APPLICABLE EDUCATIONAL OR DEMOGRAPHIC BACKGROUND FOR COMPLIANCE TO RESTRICTED FUND EXPENDITURE CRITERIA ESTABLISHED FOR THE PARTICULAR SCHOLARSHIP TO BE GRANTED. ONLY STUDENTS WHO MEET SUCH STRICT CRITERIA MAY RECEIVE GRANTS. UWOF USES ACADEMICWORKS (AW) FOR THE SCHOLARSHIP PROCESS. THE AWARD IS LISTED IN AW WITH CRITERIA. STUDENTS APPLY. WINNER IS PICKED FOR THE SCHOLARSHIP. SCHOLARSHIP IS AWARDED. THE FOUNDATION'S STATED PURPOSE IS TO RELEASE FUNDS FOR THE ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. BY THIS DEFINITION, ANY PAYMENT TO A UNIVERSITY OF WISCONSIN OSHKOSH STUDENT AUTOMATICALLY QUALIFIES AS A FURTHERANCE OF THE CHARITABLE PROGRAM OF THE FOUNDATION. X X 0 0 0 0 0 0 0 0 0 GREG GILES EXECUTIVE DIRECTOR 164015 0 0 0 0 0 13213 0 9643 0 186871 0 0 0 X 5 80523 SALE PRICE X TEACHING SUPPLIES 1 41500 COST X RECREATIONAL ITEMS 78 14729 COST 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH HAS THE POWERS AND DUTIES OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE PAST CHAIR, THE VICE CHAIR, THE CHANCELLOR AND THE PRESIDENT OF THE FOUNDATION, AND A MINIMUM OF ONE ADDITIONAL DIRECTOR. THE EXECUTIVE COMMITTEE SHALL SERVE TO EXPEDITE, FACILITATE AND COORDINATE THE WORK OF THE DIRECTORS BY REVIEWING RECOMMENDATIONS BY COMMITTEES, AFFILIATE GROUPS, THE FOUNDATION PRESIDENT AND THE UNIVERSITY CHANCELLOR; REVIEW AND APPROVE THE FOUNDATION'S ANNUAL BUDGET TO BE RATIFIED BY THE BOARD; ASCERTAIN THE APPROPRIATENESS OF MATTERS FOR DIRECTOR'S CONSIDERATION; AND, SECURE NECESSARY COMMITTEE OR STAFF WORK AND APPROVALS BEFORE RECOMMENDATIONS ARE PRESENTED TO THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B TREASURER WILL REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK VS TAX INCOME FROM PARTNERSHIP 2,005,459. BOOK VS TAX INCOME FROM S CORP -578,852. DISCONTINUED OPERATIONS -902,789. PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC 625 PEARL AVENUE OSHKOSH WI 54901 454483188 OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WI WI 191750 976166 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 PUBLIC UNIVERSITY WI 501(C)(3) LINE 2 0 OSHKOSH INVESTORS LLC 200 E WASHINGTON ST STE 2A APPLETON WI 54911 300719123 HOTEL MANAGEMENT WI UNRELATED 137771 1421415 0 137771 1 0.11670 UW OSHKOSH FOUNDATION - WITZEL LLC 625 PEARL AVENUE OSHKOSH WI 54901 270899659 CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WI WI UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC C 1.00000 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0