2025-05-08T11:26:55-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 237337744 THE UWM FOUNDATION INC UWMF 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS STANG CHIEF OPERATING OFFICER 4149064645 2025-05-06 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2025-04-18 2023 2025-03-06 01:10:19Z DAVID GILBERT 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 93747915 0 X WWW.UWM.FOUNDATION X 1974 WI THE MISSION OF THE UWM FOUNDATION, INC. IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION, INC. AND THE UWM RESEARCH FOUNDATION, INC. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 34 33 25 34 0 0 23874266 39915988 0 0 2852032 8596821 11639 42641 26737937 48555450 22513086 25245002 0 0 1434218 1535653 0 0 786348 2173538 2329223 26120842 29109878 617095 19445572 242842056 275760206 22896698 23501970 219945358 252258236 X THE MISSION OF THE UWM FOUNDATION, INC. IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION, INC. AND THE UWM RESEARCH FOUNDATION, INC. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 0 0 10041828 10041828 0 EDUCATIONAL PROGRAMS: SPECIAL PROJECTS INCLUDING SPONSORSHIP OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE'S PUBLIC RADIO STATION, HONORS PROGRAM, PERFORMING ARTS CONCERT HALL, SCIENCE BAG SERIES, AND INNER CITY NURSING CLINIC. 7820092 7820092 0 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 6285760 6285760 0 EDUCATION: GENERAL SUPPORT OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC. FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. 1621072 1097322 0 EDUCATIONAL PROGRAMS: RESEARCH PROJECTS CONDUCTED BY FACULTY AND RESEARCHERS IN VARIOUS SCHOOLS AT THE UNIVERISTY OF WISCONSIN-MILWAUKEE INCLUDING HEALTH SCIENCES, ARCHITECTURE, ENGINEERING, LETTERS & SCIENCES, NURSING, AND GRADUATE SCHOOL. EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY THE UNIVERSITY OF WISCONSIN-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. 1621072 1097322 0 25768752 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 19 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CURTIS STANG 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 JAMES BLINKA DIRECTOR/PROFESSOR 1.00 35.00 X 0 81355 0 MATTHEW RINKA CHAIR (BEGAN 12/2023) 1.00 X X 0 0 0 JOHN KISSINGER VICE CHAIR (BEGAN 12/2023) 1.00 X X 0 0 0 CHRISTINA FIASCA SECRETARY 1.00 1.00 X X 0 0 0 LISA J VAN LANDEGHEM TREASURER 1.00 X X 0 0 0 MICHELLE PUTZ EX-OFFICIO 1.00 1.00 X 0 0 0 JOAH TUCKER EX-OFFICIO 1.00 1.00 X 0 0 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 JASON ALLEN DIRECTOR (BEGAN 12/2023) 1.00 X 0 0 0 DAVID BARNETT DIRECTOR 1.00 X 0 0 0 BRIAN BEAR MD DIRECTOR (THRU 11/2023) 1.00 X 0 0 0 ROBERT BUKOWSKI DIRECTOR 1.00 X 0 0 0 ELLEN CENSKY DIRECTOR 1.00 X 0 0 0 STEPHANIE CHEDID DIRECTOR 1.00 X 0 0 0 LORI CRAIG DIRECTOR 1.00 X 0 0 0 ANDREW DEGUIRE DIRECTOR (THRU 12/2023) 1.00 X 0 0 0 DONNA DROSNER DIRECTOR 1.00 X 0 0 0 MICHAEL FENLON DIRECTOR (BEGAN 12/2023) 1.00 X 0 0 0 JEFFREY HEMBROK DIRECTOR (BEGAN 12/2023) 1.00 X 0 0 0 JACQUELINE HERD-BARBER DIRECTOR 1.00 X 0 0 0 KAREN HUNG DIRECTOR (BEGAN 12/2023) 1.00 X 0 0 0 ROGER KAMAU DIRECTOR 1.00 X 0 0 0 KIMBERLY KANE DIRECTOR 1.00 X 0 0 0 MARGARET KELSEY DIRECTOR 1.00 X 0 0 0 REBEKAH KOWALSKI DIRECTOR 1.00 X 0 0 0 MATT KULASA DIRECTOR 1.00 X 0 0 0 RONALD LUSKIN DIRECTOR 1.00 X 0 0 0 KERI MCCONNELL DIRECTOR 1.00 X 0 0 0 RONALD MILLER DIRECTOR 1.00 X 0 0 0 DAVID MISKY DIRECTOR 1.00 X 0 0 0 TOM MYERS DIRECTOR 1.00 X 0 0 0 UGO NWAGBARAOCHA DIRECTOR (BEGAN 12/2023) 1.00 X 0 0 0 MIKE ORGEMAN DIRECTOR 1.00 2.00 X 0 0 0 DENNIS J WEBB DIRECTOR 1.00 1.00 X 0 0 0 PEGGY WILLIAMS-SMITH DIRECTOR 1.00 X 0 0 0 DAVID GILBERT PRESIDENT; EX-OFFICIO 26.00 27.00 X 304491 0 60420 CURTIS STANG COO; EX-OFFICIO 37.00 15.00 X 174354 0 36338 BRIAN D THOMPSON FORMER UWM RESERACH PRESIDENT 1.00 40.00 X 127353 0 10021 JESSICA SILVAGGI PRESIDENT - UWM RESEARCH FDN 1.00 40.00 X 182553 0 42423 ENRIQUE PAHM IT SYSTEMS MANAGER 38.00 12.00 X 110580 0 44632 BRIAN WALSH SR. TECH MANAGER (UWM RESEARCH FDN) 1.00 40.00 X 107378 0 27465 1006709 81355 221299 6 0 1 0 AFFINAQUEST LLC 12030 SUNRISE VALLEY DRIVE SUITE 1 RESTON VA 20191 CRM IMPLEMENTATION 417039 1 10970 73185 34899 39796934 179553 39915988 5604338 5604338 13480 0 13480 13480 13480 48156048 45163565 2992483 2992483 2992483 54848 73185 28900 25948 25948 OTHER INCOME 900099 3213 3213 3213 48555450 0 0 8639462 25245002 25245002 586236 146558 439678 429726 107432 322294 97213 24303 72910 299359 74840 224519 123119 30780 92339 18068 18068 32715 32715 230602 230602 344342 13637 330705 14553 3638 10915 11030 11030 382191 95548 286643 54618 14690 39928 20974 5244 15730 28320 7080 21240 DISTRIBUTIONS - CAMPAIG 537196 537196 DISTRIBUTIONS - CHANCEL 249152 249152 MEMBERSHIPS 124671 124671 CAMPAIGN EXPENSES 88974 88974 191817 191817 29109878 25768752 2554778 786348 1430667 1298670 79561 144804 11500406 24077610 388184 138601 117572 126634 1676470 817715 671424 858755 173395983 194102160 52119429 51506954 3138830 3506018 242842056 275760206 798790 664222 2665000 1500000 19432908 21337748 22896698 23501970 X 1763098 3311717 218182260 248946519 219945358 252258236 242842056 275760206 19445572 12867306 0 X 0 1 X 1 0 X 27400770 17685118 29357240 23874266 39915988 138233382 27400770 17685118 29357240 23874266 39915988 138233382 19790142 118443240 4378263 1968668 3740250 4224369 5804631 20116181 25948 25948 3213 3213 158378724 0.74780 0.84840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138365322 8468143 14109557 6081751 154861271 126724110 6190179 11032688 5581655 138365322 143178012 7312708 -19395800 4370810 126724110 110686018 5304287 31230762 4043055 143178012 104888503 4700280 1300777 3701098 107188462 0.00000 1.00000 0.00000 0 0 1676470 817715 858755 858755 MONEY MARKET FUNDS 18361354 F DOMESTIC CORPORATE BONDS 26709770 F FOREIGN BONDS 6327962 F PRIVATELY HELD STOCK 43401 F LIMITED PARTNERSHIP INTEREST 64467 F 51506954 DUE TO AFFILIATES 15737469 DUE TO THE UNIVERSITY OF WISCONSIN - MILWAUKEE 5480245 AMOUNTS PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES 120034 21337748 PART V, LINE 4: THE ENDOWMENT FUNDS ENABLE COLLEGES AND DEPARTMENTS TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT STUDENTS. MEN'S BASKETBALL GOLF OUTING 49860 32033 17827 6443 3108 BASEBALL GOLF OUTING 22900 9745 13155 4168 1280 3 55273 31407 23866 9618 4283 128033 73185 54848 20229 8671 28900 25948 1 UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 EAST KENWOOD BOULEVARD MILWAUKEE WI 53211 396006492 STATE OF WI 25245002 0 TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS 1 0 PART I, LINE 2: THE UWM FOUNDATION, INC. REVIEWS THE UNIVERSITY OF WISCONSIN-MILWAUKEE EXPENSE REIMBURSEMENTS, WHICH THE UNIVERSITY OF WISCONSIN-MILWAUKEE ALSO REVIEWS. THE UWM FOUNDATION, INC. ALSO REVIEWS EXPENSES PAID DIRECTLY IN ACCORDANCE WITH THE FUND'S STATEMENT OF PURPOSE. X 1 1 X 0 0 0 0 0 0 0 1 0 DAVID GILBERT PRESIDENT; EX-OFFICIO 274491 0 30000 0 0 0 23406 0 37014 0 364911 0 0 0 JESSICA SILVAGGI PRESIDENT - UWM RESEARCH FDN 157553 0 25000 0 0 0 14306 0 28117 0 224976 0 0 0 CURTIS STANG COO; EX-OFFICIO 163774 0 10580 0 0 0 13208 0 23130 0 210692 0 0 0 ENRIQUE PAHM IT SYSTEMS MANAGER 110580 0 0 0 0 0 8911 0 35721 0 155212 0 0 0 PART I, LINE 1A DUES PAID FOR DAVID GILBERT - $4,873 PART I, LINE 7 A DISCRETIONARY BONUS IS PAID TO SOME INDIVIDUALS BASED ON ANNUAL PERFORMANCE AND IS BOARD APPROVED. THE BONUS IS REPORTED ON PART II, COLUMN(B)(II). X 23 179553 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTIN GHT ENUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 THERE ARE VARIOUS MILWAUKEE BUSINESS LEADERS THAT ARE PART OF THE GOVERNING BODY AND DUE TO THE SIZE OF THE CITY, BUSINESS RELATIONSHIPS OCCUR. THE CONFLICT OF INTEREST ANNUAL FORM ADDRESSES THESE RELATIONSHIPS AND ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE THEN MADE AVAILABLE TO THE FULL BOARD AT LEAST TWO WEEKS IN ADVANCE OF FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS CONFLICTS WITH THE UWM FOUNDATION, UWM REAL ESTATE FOUNDATION, UWM RESEARCH FOUNDATION, UNIVERSITY OF WISCONSIN - MILWAUKEE AND THE UWM ALUMNI ASSOCIATION. CONFLICTS ARE DISCLOSED FOLLOWING THE ANNUAL BOARD MEETING IN DECEMBER AND THEN REVIEWED BY THE EXECUTIVE COMMITTEE IN THE SPRING. DIRECTORS ARE THEN ASKED TO RECUSE THEMSELVES FROM A VOTE IF THEIR PARTICULAR CONFLICT MIGHT HAVE AN IMPACT ON THE DECISION BEING MADE BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS USING COMPARABLE CONTEMPORANEOUS DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE UWM REAL ESTATE FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 947809136 REAL ESTATE DEVELOPMENT WI 501(C)(3) LINE 12A, I THE UWM FOUNDATION INC 1 THE UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 UNIVERSITY OF WISCONSIN - MILWAUKEE IP MANAGER WI 501(C)(3) LINE 12A, I THE UWM FOUNDATION INC 1 UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 EAST KENWOOD BOULEVARD MILWAUKEE WI 53211 396006492 EDUCATION INSTITUTION WI N/A 0 THE UWM ALUMNI ASSOC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 853903250 ALUMNI ORGANIZATION WI 501(C)(3) LINE 7 THE UWM FOUNDATION INC 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 THE UWM REAL ESTATE FOUNDATION INC B 100000 FAIR MARKET VALUE THE UWM RESEARCH FOUNDATION INC B 228000 FAIR MARKET VALUE THE UWM REAL ESTATE FOUNDATION INC O 253650 COST THE UWM RESEARCH FOUNDATION INC O 672377 COST UWM ALUMNI ASSOC INC B 118000 FAIR MARKET VALUE THE UWM REAL ESTATE FOUNDATION INC D 1079094 FAIR MARKET VALUE UWM ALUMNI ASSOC INC O 15000 COST