UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202341359349304714
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T10:01:33-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 SOUTH WACKER DR SUITE 3300	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606063392	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	390743975	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF WISCONSIN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	6082634545	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537264090	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CARL J LAURINO	PersonNm
Person Title	INTERIM CFOO	PersonTitleTxt
Phone	6082634545	PhoneNum
Signature	2023-05-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CARL	PersonFirstNm
Person Last	LAURINO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	REBEKUH ELEY	PreparerPersonNm
PTIN	P01247672	PTIN
Phone	3126343400	PhoneNum
Preparation	2023-05-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN FOUNDATION AND ALUMNI ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL M KNETTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537264090	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,242,152,382	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SUPPORTUW.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	UNIVERSITY OF WISCONSIN FOUNDATION AIDS UNIVERSITY OF WISCONSIN-MADISON BY SOLICITING GIFTS & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTIES, & DISTRIBUTES PAYMENTS FOR THE BENEFIT OF UNIVERSITY OF WISCONSIN - MADISON.	ActivityOrMissionDesc
Voting Members Governing Body	43	VotingMembersGoverningBodyCnt
Voting Members Independent	42	VotingMembersIndependentCnt
Total Employee	406	TotalEmployeeCnt
Total Volunteers	250	TotalVolunteersCnt
Total Gross UBI	$9,471,269	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$383,703,657	PYContributionsGrantsAmt
CY Contributions Grants	$378,419,715	CYContributionsGrantsAmt
PY Program Service Revenue	$144,663	PYProgramServiceRevenueAmt
CY Program Service Revenue	$647,767	CYProgramServiceRevenueAmt
PY Investment Income	$354,604,159	PYInvestmentIncomeAmt
CY Investment Income	$926,194,952	CYInvestmentIncomeAmt
PY Other Revenue	$592,636	PYOtherRevenueAmt
CY Other Revenue	$840,137	CYOtherRevenueAmt
PY Total Revenue	$739,045,115	PYTotalRevenueAmt
CY Total Revenue	$1,306,102,571	CYTotalRevenueAmt
PY Grants And Similar Paid	$305,311,692	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$272,179,110	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$31,925,315	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$34,766,321	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$225,978	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$54,680	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$32,626,637	CYTotalFundraisingExpenseAmt
PY Other Expenses	$54,219,720	PYOtherExpensesAmt
CY Other Expenses	$72,636,621	CYOtherExpensesAmt
PY Total Expenses	$391,682,705	PYTotalExpensesAmt
CY Total Expenses	$379,636,732	CYTotalExpensesAmt
PY Revenues Less Expenses	$347,362,410	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$926,465,839	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,692,461,410	TotalAssetsBOYAmt
Total Assets EOY	$4,965,210,272	TotalAssetsEOYAmt
Total Liabilities BOY	$726,822,712	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$415,236,023	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,965,638,698	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,549,974,249	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$59,375,189	ExpenseAmt
Grant	$59,375,189	GrantAmt
Desc	FACULTY SUPPORT AND RESEARCH - WITH OVER $59 MILLION FROM THE UW FOUNDATION, UNIVERSITY OF WISCONSIN FACULTY AND STAFF RECEIVED CRITICAL FINANCIAL SUPPORT ALLOWING FOR INCREASED RESEARCH OPPORTUNITIES AND IMPROVED CLASSROOM EXPERIENCES FOR STUDENTS. PRIVATE GIFT SUPPORT HELPS THE UNIVERSITY ATTRACT AND RETAIN WORLD-CLASS FACULTY, WHICH ULTIMATELY ATTRACTS THE BEST AND BRIGHTEST STUDENTS, AND IMPROVES THE UNIVERSITY'S REPUTATION AS A LEADING UNIVERSITY. DURING 2022, THE NUMBER OF ENDOWED FACULTY POSITIONS (CHAIRS, DISTINGUISHED CHAIRS, PROFESSORSHIPS, AND FACULTY FELLOWSHIPS) INCREASED TO MORE THAN 600.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$61,127,330	ExpenseAmt
Grant	$61,127,330	GrantAmt
Desc	ACADEMIC AND STUDENT PROGRAM SUPPORT - THE UW FOUNDATION PROVIDED OVER $61 MILLION TO THE UNIVERSITY OF WISCONSIN TO SUPPORT ITS ACADEMIC AND STUDENT PROGRAMS. THESE FUNDS ENABLE STUDENTS TO DEVELOP SKILLS AND KNOWLEDGE FOR GROWTH AND SUCCESS BY OFFERING HIGH-QUALITY, RESPONSIVE ACADEMIC PROGRAMS, STUDENT PROGRAMS, AND OTHER ACTIVITIES BY EMPLOYING BEST PRACTICES IN TEACHING AND LEARNING; ADDING TO THE ACCUMULATED BODY OF KNOWLEDGE AND CREATIVE WORK; ENRICHING THE COMMUNITY THROUGH CULTURAL LEADERSHIP AND PROVIDING RESOURCES FOR PROBLEM SOLVING.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$45,463,322	ExpenseAmt
Grant	$45,463,322	GrantAmt
Desc	STUDENT SCHOLARSHIP AND FINANCIAL AID SUPPORT - UNIVERSITY OF WISCONSIN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS RECEIVED MORE THAN $45 MILLION IN SCHOLARSHIPS, FELLOWSHIPS AND AWARDS FROM PRIVATE GIFT SUPPORT. STUDENTS RECEIVED SCHOLARSHIP SUPPORT ACROSS ALL SCHOOLS AND COLLEGES, CENTERS, AND PROGRAMS OF THE UNIVERSITY. PRIVATE GIFT SUPPORT IS CRITICAL TO ENSURING THAT ALL STUDENTS ARE ABLE TO EXPLORE THEIR EDUCATIONAL OPPORTUNITIES, EXPERIENCE COLLEGE LIFE, AND MANAGE TUITION COSTS AND DEBT LOADS. IN 2022, UW FOUNDATION MANAGED OVER 4,300 GIFT FUNDS THAT PROVIDE SUPPORT TO UW-MADISON STUDENTS. IN CONSULTATION WITH THE UNIVERSITY, THE UW FOUNDATION EMPHASIZES AND INCENTIVIZES PHILANTHROPIC SUPPORT OF SCHOLARSHIPS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc	RevenueRevenueAmt
$14,234,502	$14,234,502	OTHER PROGRAM SERVICES:CAPITAL ADDITIONS AND FACILITIES: THE UW FOUNDATION PROVIDED OVER $14 MILLION TO THE UNIVERSITY OF WISCONSIN IN SUPPORT OF NEW BUILDING CONSTRUCTION, RENOVATION, AND EQUIPMENT NEEDS. STATE-OF-THE-ART FACILITIES HELP THE UNIVERSITY ATTRACT HIGH-CALIBER FACULTY AND STUDENTS. THESE FACILITIES PROVIDE SPACE, ENVIRONMENTS, AND TECHNOLOGIES THAT PROMOTE THE HIGHEST LEVELS OF TEACHING, LEARNING, AND RESEARCH.
$47,386,380		INVESTMENT MANAGEMENT: THE UW FOUNDATION INVESTMENTS TEAM WORKS VERY CLOSELY WITH AN APPOINTED INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS WHILE HELPING TO BOTH CREATE AND MANAGE TO A COMPREHENSIVE INVESTMENT POLICY STATEMENT, TO BUILD POOLED PORTFOLIOS DESIGNED TO ACHIEVE STATED OBJECTIVES, AND TO HELP POSITION BOARD-DRIVEN POLICIES THAT ARE FUNDAMENTAL TO THE FOUNDATION'S OPERATIONAL BUSINESS MODEL. THE INVESTMENT TEAM IS ALSO SUPPORTED BY AN INTERNAL, YET INDEPENDENT, TEAM OF PROFESSIONALS THAT ARE RESPONSIBLE FOR ALL PERFORMANCE REPORTING AS WELL AS OVERALL CONTROL AND COMPLIANCE FUNCTIONS.
		PUBLICATIONS: "ON WISCONSIN" IS A QUARTERLY PUBLICATION, MAILED TO APPROXIMATELY 360,000 ALUMNI, FACULTY, DONORS, WAA MEMBERS, AND OTHER STAKEHOLDERS, SERVING AS THE OFFICIAL UNIVERSITY OF WISCONSIN ALUMNI MAGAZINE. "BADGER INSIDER" IS SENT TO WAA MEMBERS ONLY (APPROXIMATELY 25,000 HOUSEHOLDS) SEMIANNUALLY, SERVING AS THE MEMBER FORUM. "DIGITAL BADGER INSIDER", AN EMAIL COMPANION TO THE BADGER INSIDER MAGAZINE IS SENT MONTHLY TO APPROXIMATELY 18,000 WAA MEMBERS VIA EMAIL. "FLAMINGLE" IS A WEEKLY EMAIL, SENT TO APPROXIMATELY 185,000 ALUMNI, CONTAINING VARIOUS ARTICLES OF INTEREST. "BADGER VIBES" IS A MONTHLY EMAIL SENT TO APPROXIMATELY 60,000 WAA MEMBERS AND ALUMNI OF COLOR. "UW COVID AND BEYOND" IS A WEEKLY EMAIL, SENT TO APPROXIMATELY 220,000 ALUMNI AND DONORS.
$91,978,767	$91,978,767	THE UW FOUNDATION PROVIDES CRITICAL FUNDING TO SENIOR UNIVERSITY OFFICIALS GRANTING THEM THE NEEDED FLEXIBILITY TO RESPOND TO BOTH EXISTING AND UNFORESEEN OPPORTUNITIES. THIS DISCRETIONARY SUPPORT HELPS FURTHER THE MISSION OF THE UNIVERSITY BY FULFILLING THE GREATEST NEEDS AND TOP PRIORITIES OF THE UNIVERSITY.	$741,823

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$153,599,649	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$106,213,269	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$741,823	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$319,565,490	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	266	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	406	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (1)	Form8282PropertyDisposedOfInd
Form8282 Filed	2	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	43	GoverningBodyVotingMembersCnt
Independent Voting Member	42	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ID	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NE	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CASEY L ZWETTLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6082634545	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537264090	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL M KNETTER
CHIEF EXECUTIVE OFFICER/EX OFFICIO	60.00	Yes (X)	Yes (X)	$718,061	$0	$139,371
RICHARD J SHEPLEY
SR. MANAGING DIRECTOR OF INVESTMENTS - PUB MRKTS	50.00		Yes (X)	$677,963	$0	$52,176
THOMAS P OLSON
CIO - PRIVATE MARKETS	50.00		Yes (X)	$539,144	$0	$52,176
JOSHUA M ROSS
DIRECTOR OF INVT - PRIVATE MARKET	50.00			$386,386	$0	$28,717	Yes (X)
ALISA A ROBERTSON
PRESIDENT/CHIEF ADVANCEMENT OFFICER	55.00		Yes (X)	$354,684	$0	$52,176
GEOFFREY M MCCLOSKEY
CFO (UNTIL 2/11/22)	55.00		Yes (X)	$262,233	$0	$49,936
CHRISTOPHER A MOORE
SNR MANAGING DIR OF INVST	50.00			$252,693	$0	$1,498	Yes (X)
ANNE M LUCKE
CHIEF DEVELOPMENT OFFICER	50.00			$218,229	$0	$28,919	Yes (X)
MICHAEL L STOHLER
CIO (AS OF 8/9/21)	55.00		Yes (X)	$239,144	$0	$6,499
JAMES P KENNEDY
CHIEF MARKETING AND COMM. OFFICER	50.00			$212,257	$0	$29,886	Yes (X)
SCOTT T MCKINNEY
VICE PRESIDENT OF DEVELOPMENT	50.00		Yes (X)	$202,046	$0	$28,777
BRAD W JOLIN
VP & MANAGING GROUP LEADER	50.00			$187,146	$0	$42,036	Yes (X)
JAMES G ELKINS
DIRECTOR OF INVESTMENTS	50.00		Yes (X)	$207,212	$0	$18,823
BRENDA J PHEBUS
CHIEF HUMAN RESOURCES OFFICER	55.00		Yes (X)	$173,861	$0	$35,920
SARAH L SCHUTT
CHIEF ALUMNI OFFICER & EXECUTIVE	50.00		Yes (X)	$168,196	$0	$40,255
CARRIE B PARK
CONTROLLER (UNTIL 2/21/22)	55.00		Yes (X)	$169,631	$0	$34,963
JOHN C NORTON
ASSISTANT TREASURER	50.00		Yes (X)	$164,196	$0	$24,437
ABIGAIL A CAHAK
CHIEF LEGAL OFFICER	50.00		Yes (X)	$150,042	$0	$23,323
FALICIA N HINES
SECRETARY	50.00		Yes (X)	$103,267	$0	$33,056
SALLY J ERDMANN
TREASURER (UNTIL 10/28/21)	50.00		Yes (X)	$91,612	$0	$31,850
CARL J LAURINO
INTERIM CFOO	50.00		Yes (X)	$0	$0	$0
NICOLE MCDONALD
CONTROLLER (AS OF 6/13/22)	50.00		Yes (X)	$0	$0	$0
ALICE MORTENSON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
COLLEEN A GOGGINS
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
CORY L NETTLES
DIRECTOR - UNTIL 3/1/22	2.00	Yes (X)		$0	$0	$0
CURTIS J FUSZARD
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
CYNTHIA A IHLENFELD
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
DR FREDERICK A ROBERTSON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
ELIZABETH M QUADRACCI HARNED
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
ELZIE L HIGGINBOTTOM
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
FRANCES S TAYLOR
EX OFFICIO - TERM IS CONTINUOUS	2.00	Yes (X)		$0	$0	$0
JAMES T THOMPSON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JANE R MANDULA
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JEFFREY D WIESNER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JEFFREY J DIERMEIER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JERE D FLUNO
EX OFFICIO - TERM IS CONTINUOUS	2.00	Yes (X)		$0	$0	$0
JEROME A CHAZEN
DIRECTOR - UNTIL 2/6/22	2.00	Yes (X)		$0	$0	$0
JOHN J OROS
EX OFFICIO - TERM IS CONTINUOUS	2.00	Yes (X)		$0	$0	$0
JOHN P HOLTON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JOHN S NELSON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
JON D HAMMES
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
KAREN A MONFRE
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
LAUREEN E SEEGER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
LINDA L AHLERS
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
LINDA L PROCCI
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
LORNA E NAGLER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
LOUIS A HOLLAND
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
MICHAEL S SHANNON
CHAIR - TERM EXP 6/2023	2.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELLE A BEHNKE
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
PATRICK A THIELE
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
PAUL J COLLINS
EX OFFICIO - TERM IS CONTINUOUS	2.00	Yes (X)		$0	$0	$0
PAUL S SHAIN
VICE CHAIR - TERM EXP 6/2023	2.00	Yes (X)	Yes (X)	$0	$0	$0
PETER A LEIDEL
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
PETER S KIES
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
RAJIV BATRA
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
SONNET C EDMONDS
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
STEPHEN R PETERSEN
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
SUSAN J CELLMER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
SUSAN S ENGELEITER
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
SUSAN S PATTERSON
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
SUZANNE N DEWOLF
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
TED D KELLNER
EX OFFICIO - TERM IS CONTINUOUS	2.00	Yes (X)		$0	$0	$0
THOMAS D STEVENS
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
THOMAS P MADSEN
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
TODD C PULVINO
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0
WILLIAM P HSU
DIRECTOR - TERM EXP 6/2023	2.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,478,003	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$754,794	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	83	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
EQT EXETER
FIVE RADNOR CORPORATE CENTER SUITE	CONSHOHOCKEN	PA	19087	INVESTMENT MANAGER	$5,147,106
KPS CAPITAL PARTNERS
ONE VANDERBILT AVE 52ND FLOOR	NEW YORK	NY	10017	INVESTMENT MANAGER	$2,339,901
MFS INSTITUTIONAL ADVISORS INC
111 HUNTINGTON AVENUE	BOSTON	MA	021997618	INVESTMENT MANAGER	$2,208,724
T ROWE PRICE
100 E PRATT ST	BALTIMORE	MD	21202	INVESTMENT MANAGER	$2,082,772
LEGENDS SALES & MARKETING LLC
61 BROADWAY 2400	NEW YORK	NY	10006	FUNDRAISING SERVICES	$1,963,561

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	70	CntrctRcvdGreaterThan100KCnt
Membership Dues	$701,447	MembershipDuesAmt
Government Grants	$48,879,311	GovernmentGrantsAmt
All Other Contributions	$328,838,957	AllOtherContributionsAmt
Total Contributions	$378,419,715	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
REGISTRATION	900099	$370,317	$370,317
TRAVEL/TOUR COMMISSIONS	900099	$167,380	$121,064	$46,316
PUBLICATIONS	541800	$110,070		$110,070

Field	Value	IRS element (for citing)
Total Program Service Revenue	$647,767	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$68,355,641	TotalRevenueColumnAmt
Unrelated Business Revenue	$6,099,380	UnrelatedBusinessRevenueAmt
Exclusion	$62,256,261	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$627,630	TotalRevenueColumnAmt
Exclusion	$627,630	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$260	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$260	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$260	TotalRevenueColumnAmt
Exclusion	$260	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,792,626,360	SecuritiesAmt
Other	$1,262,762	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$7,934,637,736	SecuritiesAmt
Other	$1,412,075	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$857,988,624	SecuritiesAmt
Other	-$149,313	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$857,839,311	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,215,503	UnrelatedBusinessRevenueAmt
Exclusion	$854,623,808	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$94,056	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$94,056	TotalRevenueColumnAmt
Related Or Exempt Func Income	$94,056	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$118,191	TotalRevenueColumnAmt
Exclusion	$118,191	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$118,191	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,306,102,571	TotalRevenueColumnAmt
Related Or Exempt Func Income	$585,437	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,471,269	UnrelatedBusinessRevenueAmt
Exclusion	$917,626,150	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$272,179,110	TotalAmt
Program Services	$272,179,110	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,453,203	TotalAmt
Management And General	$3,670,251	ManagementAndGeneralAmt
Fundraising	$782,952	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$22,550,135	TotalAmt
Management And General	$6,958,731	ManagementAndGeneralAmt
Fundraising	$15,591,404	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,180,036	TotalAmt
Management And General	$858,100	ManagementAndGeneralAmt
Fundraising	$1,321,936	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,586,150	TotalAmt
Management And General	$1,188,659	ManagementAndGeneralAmt
Fundraising	$2,397,491	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,996,797	TotalAmt
Management And General	$789,185	ManagementAndGeneralAmt
Fundraising	$1,207,612	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$151,109	TotalAmt
Management And General	$59,479	ManagementAndGeneralAmt
Fundraising	$91,630	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$205,700	TotalAmt
Management And General	$205,700	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$54,680	TotalAmt
Fundraising	$54,680	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$47,386,380	TotalAmt
Program Services	$47,386,380	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,004,714	TotalAmt
Management And General	$804,262	ManagementAndGeneralAmt
Fundraising	$1,200,452	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,519,251	TotalAmt
Fundraising	$1,519,251	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,238,079	TotalAmt
Management And General	$730,461	ManagementAndGeneralAmt
Fundraising	$1,507,618	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,529,690	TotalAmt
Management And General	$1,389,222	ManagementAndGeneralAmt
Fundraising	$2,140,468	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$970,595	TotalAmt
Management And General	$382,043	ManagementAndGeneralAmt
Fundraising	$588,552	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$413,459	TotalAmt
Management And General	$113,170	ManagementAndGeneralAmt
Fundraising	$300,289	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,248,641	TotalAmt
Fundraising	$2,248,641	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,122,195	TotalAmt
Management And General	$835,333	ManagementAndGeneralAmt
Fundraising	$1,286,862	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$608,071	TotalAmt
Management And General	$239,347	ManagementAndGeneralAmt
Fundraising	$368,724	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BAD DEBT EXPENSE	$5,411,568	$5,411,568
AGENCY TRANSFER EXPENSE	$3,448,786	$3,448,786
INCOME TAX LIABILITY	$349,915	$349,915

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,468	TotalAmt
Management And General	$10,393	ManagementAndGeneralAmt
Fundraising	$18,075	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$379,636,732	TotalAmt
Program Services	$319,565,490	ProgramServicesAmt
Management And General	$27,444,605	ManagementAndGeneralAmt
Fundraising	$32,626,637	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$400	BOYAmt
EOY	$400	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$15,642,341	BOYAmt
EOY	$137,512,296	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$142,879,006	BOYAmt
EOY	$100,769,223	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$290,210,332	BOYAmt
EOY	$192,145,519	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$456,827	BOYAmt
EOY	$194,147	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,480,067	BOYAmt
EOY	$2,574,280	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$35,055,490	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,957,363	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,652,218	BOYAmt
EOY	$14,098,127	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,406,080,782	BOYAmt
EOY	$3,481,233,256	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$817,721,404	BOYAmt
EOY	$1,032,075,094	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,338,033	BOYAmt
EOY	$4,607,930	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,692,461,410	BOYAmt
EOY	$4,965,210,272	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$371,180,917	BOYAmt
EOY	$133,987,145	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$506,717	BOYAmt
EOY	$49,913	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$355,135,078	BOYAmt
EOY	$281,198,965	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$726,822,712	BOYAmt
EOY	$415,236,023	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$158,065,377	BOYAmt
EOY	$123,117,790	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,807,573,321	BOYAmt
EOY	$4,426,856,459	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,965,638,698	BOYAmt
EOY	$4,549,974,249	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,692,461,410	BOYAmt
EOY	$4,965,210,272	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$926,465,839	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,344,056,932	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,926,644	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
College Organization	Yes (X)	CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$312,106,090	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$341,625,459	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$304,160,374	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$383,703,657	CurrentTaxYearMinus1YearAmt
Current Tax Year	$378,419,715	CurrentTaxYearAmt
Total	$1,720,015,295	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$312,106,090	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$341,625,459	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$304,160,374	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$383,703,657	CurrentTaxYearMinus1YearAmt
Current Tax Year	$378,419,715	CurrentTaxYearAmt
Total	$1,720,015,295	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$240,855,074	SubstantialContributorsTotAmt
Public Support Total170	$1,479,160,221	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$58,115,629	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$70,022,750	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$53,324,645	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$62,541,912	CurrentTaxYearMinus1YearAmt
Current Tax Year	$61,542,857	CurrentTaxYearAmt
Total	$305,547,793	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$256,703	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$163,877	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$127,295	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$53,336	CurrentTaxYearMinus1YearAmt
Current Tax Year	$118,191	CurrentTaxYearAmt
Total	$719,402	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,026,282,490	TotalSupportAmt
Gross Receipts Rltd Activities	$7,194,221	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.73000	PublicSupportCY170Pct
Public Support PY170	0.68880	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS INCOME - 2017 AMOUNT: $ 169,952. 2018 AMOUNT: $ 88,860. 2019 AMOUNT: $ 61,828. 2020 AMOUNT: $ 53,336. 2021 AMOUNT: $ 118,191. INVENTORY SALES - 2017 AMOUNT: $ 86,751. 2018 AMOUNT: $ 75,017. 2019 AMOUNT: $ 65,467.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	Yes (1)	MediaAdvertisementsInd
Media Advertisements	$7,549	MediaAdvertisementsAmt
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$3,967	MailingsMembersAmt
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$0	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$75,669	RalliesDemonstrationsAmt
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$22,009	OtherActivitiesAmt
Total Lobbying Expenditures	$109,194	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II-B, LINE 1:	DETAILED DESCRIPTION OF LOBBYING ACTIVITIES: DURING THE FISCAL YEAR, TWO EMPLOYEES SPENT PART OF THEIR TIME LOBBYING EFFORTS IN MADISON AND WASHINGTON, D.C. OTHER COSTS INCLUDED PRINT, MAILING, AND SOFTWARE TO COMMUNICATE WITH ALUMNI AND ELECTED OFFICIALS, AS WELL AS EVENT AND TRAVEL COSTS.
SCHEDULE C, PART II-B, LINE 1A	USE OF VOLUNTEERS FOR LOBBYING ACTIVITIES: VOLUNTEERS WERE UTILIZED FOR UW DAY EVENTS IN MADISON AND WASHINGTON DC, WHEREBY THEY MET WITH ELECTED OFFICIALS AND LOBBIED THEM ON GENERAL SUPPORT FOR UW-MADISON AND HIGHER EDUCATION.

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,732,305,641	BeginningYearBalanceAmt
Contributions	$99,346,223	ContributionsAmt
Investment Earnings Or Losses	-$301,505,701	InvestmentEarningsOrLossesAmt
Other Expenditures	$98,865,245	OtherExpendituresAmt
Administrative Expenses	$27,742,199	AdministrativeExpensesAmt
End Year Balance	$2,403,538,719	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,113,109,833	BeginningYearBalanceAmt
Contributions	$118,278,940	ContributionsAmt
Investment Earnings Or Losses	$604,642,464	InvestmentEarningsOrLossesAmt
Other Expenditures	$80,190,112	OtherExpendituresAmt
Administrative Expenses	$23,535,484	AdministrativeExpensesAmt
End Year Balance	$2,732,305,641	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,104,669,525	BeginningYearBalanceAmt
Contributions	$97,602,041	ContributionsAmt
Investment Earnings Or Losses	$21,319,849	InvestmentEarningsOrLossesAmt
Other Expenditures	$89,720,190	OtherExpendituresAmt
Administrative Expenses	$20,761,392	AdministrativeExpensesAmt
End Year Balance	$2,113,109,833	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,021,455,666	BeginningYearBalanceAmt
Contributions	$99,254,236	ContributionsAmt
Investment Earnings Or Losses	$93,457,376	InvestmentEarningsOrLossesAmt
Other Expenditures	$89,343,254	OtherExpendituresAmt
Administrative Expenses	$20,154,499	AdministrativeExpensesAmt
End Year Balance	$2,104,669,525	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,064,218,117	BeginningYearBalanceAmt
Contributions	$96,528,959	ContributionsAmt
Investment Earnings Or Losses	$163,113,887	InvestmentEarningsOrLossesAmt
Other Expenditures	$78,566,397	OtherExpendituresAmt
Administrative Expenses	$19,360,702	AdministrativeExpensesAmt
End Year Balance	$2,225,933,864	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00260	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.89520	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.10220	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$502,530	OtherCostOrOtherBasisAmt
Book Value	$502,530	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,763,468	OtherCostOrOtherBasisAmt
Depreciation	$8,118,998	DepreciationAmt
Book Value	$5,644,470	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$787,222	OtherCostOrOtherBasisAmt
Depreciation	$423,102	DepreciationAmt
Book Value	$364,120	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,616,948	OtherCostOrOtherBasisAmt
Depreciation	$12,415,263	DepreciationAmt
Book Value	$5,201,685	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,385,322	OtherCostOrOtherBasisAmt
Book Value	$2,385,322	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$14,098,127	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$706,095,170	F
REAL ASSET FUNDS	$325,748,291	F
OTHER FUNDS	$231,633	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,032,075,094	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$8,149,627
LIABILITY UNDER SPLIT INTEREST	$40,645,070
FUNDS DUE TO OTHER ORGANIZATIONS	$4,166,281
BENEFIT OF U.W. - HOSPITAL & CLINIC	$162,860,268
BENEFIT OF U.W. - STEVENS POINT	$56,287,544
BENEFIT OF WI 4-H FDN	$3,969,937
BENEFIT OF CASB	$971,765
BENEFIT OF NE OHIO CHAPTER	$7,584
BENEFIT OF UW - RICHLAND COUNTY	$3,998,250
BENEFIT OF LEADERSHIP WI	$142,639

Field	Value	IRS element (for citing)
Total Liability	$281,198,965	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	THE FOUNDATION MAY ENTER INTO AN INVESTMENT AGENCY AGREEMENT WITH A NOT-FOR-PROFIT ORGANIZATION THAT HAS A DIRECT RELATIONSHIP WITH EITHER THE UNIVERSITY OF WISCONSIN MADISON, OR THE UNIVERSITY OF WISCONSIN SYSTEM. UNDER THE INVESTMENT AGENCY AGREEMENT, THE CLIENT APPOINTS AND RETAINS THE FOUNDATION AS THE CLIENT'S AGENT WITH RESPECT TO THE INVESTMENT AND MANAGEMENT OF ALL OR A PORTION OF THE CLIENT'S ASSETS IN THE FOUNDATION'S POSSESSION.
PART V, LINE 4:	INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE FOUNDATION'S ENDOWMENT CONSISTED OF 4,661 AND 4,456 INDIVIDUAL FUNDS AT JUNE 30, 2022 AND JUNE 30, 2021, RESPECTIVELY. THESE FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS AND ON STATE LAW.
PART X, LINE 2:	ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740: THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, AS A RESULT OF OWNERSHIP IN VARIOUS INVESTMENT ENTITIES. THE FOUNDATION FOLLOWS THE GUIDANCE RELATIVE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION FILES FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN AND ALSO FILES RETURNS IN SEVERAL OTHER STATES DUE TO UNRELATED BUSINESS INCOME TAX FILING REQUIREMENTS.
PART V:	CHANGE TO ORGANIZATION'S ENDOWMENT PRESENTATION: IN THE PRIOR YEARS, THE FOUNDATION HAD PRESENTED THE ENDOWMENT BALANCES USING TOTAL ENDOWED NET ASSETS INSTEAD OF PRESENTING THE ENDOWMENT FROM AN INVESTED ASSETS PERSPECTIVE. HOWEVER, IN FY20, MANAGEMENT ELECTED TO CHANGE THE PRESENTATION OF ENDOWMENT BALANCES TO PRESENT ONLY THE ENDOWED ASSET BALANCES INSTEAD OF ALL NET ASSETS FOR ENDOWMENTS. THIS ACCOUNTS FOR THE DISCREPANCY BETWEEN THREE YEARS BACK'S BEGINNING BALANCE AND FOUR YEARS BACK'S ENDING BALANCE.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$55,206,360
EAST ASIA AND THE PACIFIC	INVESTMENTS	$25,293,300
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$39,255,171
NORTH AMERICA	INVESTMENTS	$25,811,679
SOUTH AMERICA	INVESTMENTS	$734,638
SOUTH ASIA	INVESTMENTS	$437,820

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$146,738,968	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$146,738,968	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
BORNS GROUP INC
503 BROWN CTY 19 N	ABERDEEN	SD	57401	FUNDRAISING CONSULTANT	0	$0	$24,680	$0
MARY STITT INC
1478 NORIDGE TRL	PORT WASHINGTON	WI	53074	FUNDRAISING CONSULTANT	0	$0	$30,000	$0

Field	Value	IRS element (for citing)
Total Retained By Contractors	$54,680	TotalRetainedByContractorsAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	SCHEDULE G, PART I, LINE 2B, COLUMN (IV) THE GROSS RECEIPTS FROM THE ACTIVITIES THAT BORNS GROUP INC. AND MARY STITT INC. ASSIST OUR ORGANIZATION ON ARE NOT ABLE TO BE SEPARATELY REPORTED. BORNS GROUP INC. AND MARY STITT INC. ASSIST WITH CAMPAIGN EFFORTS AND STRATEGIC DIRECTION. THE WORK OF THESE ORGANIZATIONS AID IN MANY OF OUR FUNDRAISING INITIATIVES THROUGHOUT OUR FISCAL YEAR AND THUS CANNOT BE SEPARATELY REPORTED.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	STATE OF WISCONSIN	$59,375,189	$0	FACULTY SUPPORT AND RESEARCH	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	STATE OF WISCONSIN	$61,127,330	$0	ACADEMIC AND STUDENT PROGRAM SUPPORT	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	STATE OF WISCONSIN	$45,463,322	$0	STUDENT SCHOLARSHIP AND FINANCIAL AID	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	STATE OF WISCONSIN	$14,234,502	$0	CAPITAL ADDITIONS AND FACILITIES	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	STATE OF WISCONSIN	$91,978,767	$0	OTHER GRANTS	SEE SCH I, PART IV

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: THE UNIVERSITY OF WISCONSIN FOUNDATION AIDS THE UNIVERSITY OF WISCONSIN BY SOLICITING GIFTS OF REAL AND PERSONAL PROPERTY WHICH IT COLLECTS, ADMINISTERS AND DISTRIBUTES FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN IN ADVANCING ITS SCIENTIFIC, LITERARY, ATHLETIC AND EDUCATIONAL PURPOSES. THERE IS NO FURTHER MONITORING OF THE USE OF GRANT FUNDS FOLLOWING DISBURSEMENT TO THE UNIVERSITY OF WISCONSIN.

PART I, LINE 2

THE GRANT AND ASSISTANCE PAYMENTS ARE VERIFIED WITH INTERNAL DOCUMENTS TO ENSURE DONOR INTENT AND CRITERIA HAVE BEEN MET BEFORE THE PAYMENTS ARE MADE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL M KNETTER
CHIEF EXECUTIVE OFFICER/EX OFFICIO	$566,729	$0	$140,463	$0	$10,869	$0	$116,802	$0	$22,569	$0	$857,432	$0	$0	$0
RICHARD J SHEPLEY
SR. MANAGING DIRECTOR OF INVESTMENTS	$485,513	$0	$191,760	$0	$690	$0	$29,000	$0	$23,176	$0	$730,139	$0	$0	$0
THOMAS P OLSON
CIO - PRIVATE MARKETS	$447,766	$0	$90,088	$0	$1,290	$0	$29,000	$0	$23,176	$0	$591,320	$0	$0	$0
JOSHUA M ROSS
DIRECTOR OF INVT - PRIVATE MARKET	$309,918	$0	$76,230	$0	$238	$0	$22,151	$0	$6,566	$0	$415,103	$0	$0	$0
ALISA A ROBERTSON
PRESIDENT/CHIEF ADVANCEMENT OFFICER	$293,943	$0	$60,291	$0	$450	$0	$29,000	$0	$23,176	$0	$406,860	$0	$0	$0
GEOFFREY M MCCLOSKEY
CFO (UNTIL 2/11/22)	$260,943	$0	$0	$0	$1,290	$0	$26,760	$0	$23,176	$0	$312,169	$0	$0	$0
CHRISTOPHER A MOORE
SNR MANAGING DIR OF INVST	$252,518	$0	$100	$0	$75	$0	$0	$0	$1,498	$0	$254,191	$0	$0	$0
ANNE M LUCKE
CHIEF DEVELOPMENT OFFICER	$201,866	$0	$15,073	$0	$1,290	$0	$20,478	$0	$8,441	$0	$247,148	$0	$0	$0
MICHAEL L STOHLER
CIO (AS OF 8/9/21)	$238,994	$0	$0	$0	$150	$0	$0	$0	$6,499	$0	$245,643	$0	$0	$0
JAMES P KENNEDY
CHIEF MARKETING AND COMM. OFFICER	$211,567	$0	$0	$0	$690	$0	$21,062	$0	$8,824	$0	$242,143	$0	$0	$0
SCOTT T MCKINNEY
VICE PRESIDENT OF DEVELOPMENT	$201,596	$0	$0	$0	$450	$0	$19,953	$0	$8,824	$0	$230,823	$0	$0	$0
BRAD W JOLIN
VP & MANAGING GROUP LEADER	$186,696	$0	$0	$0	$450	$0	$18,892	$0	$23,144	$0	$229,182	$0	$0	$0
JAMES G ELKINS
DIRECTOR OF INVESTMENTS	$168,250	$0	$38,692	$0	$270	$0	$17,325	$0	$1,498	$0	$226,035	$0	$0	$0
BRENDA J PHEBUS
CHIEF HUMAN RESOURCES OFFICER	$173,171	$0	$0	$0	$690	$0	$17,943	$0	$17,977	$0	$209,781	$0	$0	$0
SARAH L SCHUTT
CHIEF ALUMNI OFFICER & EXECUTIVE	$167,506	$0	$0	$0	$690	$0	$17,191	$0	$23,064	$0	$208,451	$0	$0	$0
CARRIE B PARK
CONTROLLER (UNTIL 2/21/22)	$169,181	$0	$0	$0	$450	$0	$17,006	$0	$17,957	$0	$204,594	$0	$0	$0
JOHN C NORTON
ASSISTANT TREASURER	$163,746	$0	$0	$0	$450	$0	$16,157	$0	$8,280	$0	$188,633	$0	$0	$0
ABIGAIL A CAHAK
CHIEF LEGAL OFFICER	$149,808	$0	$0	$0	$234	$0	$15,105	$0	$8,218	$0	$173,365	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THE PERSONAL USE PORTION OF MICHAEL M. KNETTER'S COUNTRY CLUB MEMBERSHIP IN THE AMOUNT OF $10,869 WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINES 4A-B	MICHAEL M. KNETTER PARTICIPATES IN A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE UNIVERSITY OF WISCONSIN FOUNDATION CONTRIBUTED $68,302 TO THIS PLAN DURING 2021. JOSHUA M. ROSS RECEIVED A SEVERANCE PAYMENT OF $61,200 DURING 2021.
PART I, LINE 5	COMPENSATION CONTINGENT ON REVENUES: THE CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF ADVANCEMENT OFFICER, AND CHIEF DEVELOPMENT OFFICER PARTICIPATE IN AN INCENTIVE COMPENSATION ARRANGEMENT. THESE EXECUTIVES VARIABLE COMPENSATION IS BASED ON PERFORMANCE AGAINST A SCORECARD AND INCLUDES A COMPONENT BASED ON DEVELOPMENT DOLLARS RECEIVED. THE CATEGORIES AND METRICS ARE REVIEWED AND ADJUSTED ANNUALLY BY THE EXECUTIVE COMMITTEE. THERE IS ALSO A QUALITATIVE COMPONENT TO EACH SCORECARD.
PART I, LINE 7	ORGANIZATION PROVIDING NON-FIXED PAYMENTS NOT DESCRIBED IN LINES 5 & 6: BEGINNING WITH CALENDAR YEAR 2007, THE INVESTMENT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION BOARD INSTITUTED AN INCENTIVE COMPENSATION PLAN FOR SELECTED PARTICIPANTS OF THE UW FOUNDATION INVESTMENT MANAGEMENT GROUP. THE BOARD OF DIRECTORS AND THE CEO OF THE UNIVERSITY OF WISCONSIN FOUNDATION APPROVED THE ESTABLISHMENT OF THE PLAN WHICH IS DETAILED BELOW: PARTICIPANTS: CHIEF INVESTMENT OFFICER, SENIOR DIRECTORS OF INVESTMENTS AND OTHERS RECOMMENDED BY THE CEO AND APPROVED BY THE INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTEE. INCENTIVE COMPENSATION: PARTICIPANTS ARE ELIGIBLE FOR AWARDS RANGING FROM ZERO TO 60% OF THEIR ANNUAL BASE CASH COMPENSATION EARNED IN THE CALENDAR YEAR UNDER REVIEW. THE CEO, IN CONSULTATION WITH THE CHAIR OF THE INVESTMENT COMMITTEE, RECOMMENDS APPROPRIATE PERCENTAGE INCENTIVE OPPORTUNITY BASED ON MARKET VALIDATED TOTAL CASH COMPENSATION BASED ON THE WFAA COMPENSATION PHILOSOPHY. THE AWARD AMOUNT IS BASED ON A RETROSPECTIVE ASSESSMENT OF PERFORMANCE AGAINST GOALS (COMPARED TO PRE-DETERMINED BENCHMARK) ON A SET OF WEIGHTED FACTORS CUSTOMIZED FOR EACH ELIGIBLE EMPLOYEE. THESE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR CALENDAR YEAR, AND ARE SUBSEQUENTLY PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. INCENTIVE COMPENSATION AWARDED UNDER THIS PLAN WILL NOT TRIGGER ADDITIONAL CONTRIBUTIONS TO THE FOUNDATION'S DEFINED CONTRIBUTION 401(K) PLAN. FACTORS TO CONSIDER: IN DETERMINING THE PERCENTAGE OF SALARY TO BE AWARDED, EACH ELIGIBLE PARTICIPANT WILL BE EVALUATED ON INVESTMENT RETURN RESULTS AS WELL AS NON-FINANCIAL FACTORS RELATED TO HIS/HER PERFORMANCE. THE SPECIFIC FACTORS, COMPARISONS, TIMEFRAMES AND WEIGHTINGS WILL BE DETERMINED BY THE INVESTMENT COMMITTEE CHAIR, IN CONSULTATION WITH THE CEO, BASED ON EACH INDIVIDUAL PARTICIPANT'S ROLE, LENGTH OF SERVICE, ASSET CLASS RESPONSIBILITY AND OTHER RELEVANT FACTORS. THESE PERSONALIZED PERFORMANCE MEASURES WILL BE DOCUMENTED IN MATRICES, AND APPROVED BY THE EXECUTIVE COMMITTEE FOR EACH PARTICIPANT PRIOR TO THE BEGINNING OF THE CALENDAR YEAR TO BE MEASURED. METHOD OF PAYMENT: PAYMENTS WILL BE AWARDED AS CASH.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$4,050,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	855	ContributionCnt
Noncash Contributions Rpt F990	$76,652,006	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$1,001,491	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$1,405,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	BONDS & DEBENTURES	57	$4,350,644	FMV
Yes (X)	MISCELLANEOUS	34	$171,248	OTHER
Yes (X)	PIANO	1	$33,500	FMV
Yes (X)	CAR LEASES	2	$21,237	FMV

Field	Value	IRS element (for citing)
Form8283 Received	6	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	COLUMN B REPORTING EXPLANATION: THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I.
PART I, LINE 32B:	THIRD PARTIES AND NON-CASH CONTRIBUTIONS: FOR NON-CASH CONTRIBUTIONS THAT ARE NOT TRANSFERRED TO THE UNIVERSITY OF WISCONSIN, THE UNIVERSITY OF WISCONSIN FOUNDATION HIRES REAL ESTATE AGENTS (AT ARM'S LENGTH) TO SELL REAL ESTATE, BROKERS WITHIN A NETWORK OF ACCOUNTS HELD IN THE FOUNDATION'S NAME TO SELL STOCK, AND A THIRD PARTY (AT ARM'S LENGTH) TO SELL ANY MISCELLANEOUS GOODS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	MICHAEL SHANNON AND SUSAN ENGELEITER BOTH SERVED AS DIRECTORS ON THE BOARD AND ARE BROTHER AND SISTER.
FORM 990, PART VI, SECTION A, LINE 4	SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: BYLAWS: -SEPARATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER POSITIONS -REMOVAL OF CHIEF INVESTMENT OFFICER-PRIVATE MARKETS, SENIOR MANAGING DIRECTOR OF INVESTMENTS-PUBLIC MARKETS, ASSISTANT TREASURER, ASSISTANT SECRETARY, AND CHIEF ALUMNI OFFICER AND EXECUTIVE DIRECTOR, WAA AS OFFICER POSITIONS
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS ORGANIZATION USES TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE A DRAFT OF THE FORM 990 IS RECEIVED FROM THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, A LINE BY LINE REVIEW OF THE RETURN IS COMPLETED BY THE DIRECTOR OF FINANCIAL REPORTING OF THE UNIVERSITY OF WISCONSIN FOUNDATION WHO IS A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS ALSO REVIEWED BY THE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO FILING. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	HOW ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY: ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES OF THE UNIVERSITY OF WISCONSIN FOUNDATION ARE COVERED UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE INTEREST THAT MAY LEAD TO A CONFLICT. OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE INTERESTED PARTY MUST FULLY DISCLOSE ANY POTENTIAL CONFLICTS AND COMPLETELY RECUSE HIM/HERSELF FROM DISCUSSION AND ANY RELATED VOTE.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: ANNUALLY THE EXECUTIVE COMMITTEE MEETS TO: 1) DETERMINE AND APPROVE THE CEO'S PAY, AND 2) REVIEW AND APPROVE THE PAY RECOMMENDATIONS MADE BY THE CEO FOR ALL OTHER OFFICERS AND THE DIRECT REPORTS OF THE CEO. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIR, VICE-CHAIR, ADVANCEMENT COMMITTEE CHAIR, AUDIT COMMITTEE CHAIR, BUDGET & PEOPLE COMMITTEE CHAIR, GOVERNANCE & NOMINATING COMMITTEE CHAIR, INVESTMENT COMMITTEE CHAIR, AND TWO OTHER DIRECTORS APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS SALARY SURVEY DATA PROVIDED BY HR THAT ARE ADMINISTERED BY THIRD-PARTY COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPMENT DEPARTMENTS, AS WELL AS OTHER INDUSTRY DATA, AS APPROPRIATE. THE EXECUTIVE COMMITTEE USES THIS MARKET DATA IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATION'S COMPENSATION PHILOSOPHY TO BE COMPETITIVE ON A NATIONAL, REGIONAL, OR LOCAL BASIS FOR SIMILAR JOBS IN SIMILAR ORGANIZATIONS AS A BASIS FOR REVIEWING AND APPROVING ANY RECOMMENDATIONS. ACTIONS TAKEN ARE REFLECTED IN THE MINUTES OF EACH COMMITTEE MEETING. MINUTES ARE DISTRIBUTED, REVIEWED, AND OFFICIALLY APPROVED AT SUBSEQUENT MEETINGS.
FORM 990, PART VI, SECTION C, LINE 18	THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC: THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: HTTPS://WWW.SUPPORTUW.ORG/ABOUT-US/FINANCIAL-INFORMATION/ -IRS TAX DETERMINATION LETTER -AUDITED FINANCIAL STATEMENTS -ANNUAL REPORTS -FORM 990 OTHER REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:	LOSS ON GUARANTEE -23,984. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,950,628.
FORM 990, PART XII, LINE 2C:	THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.
FORM 8621: FILING 8621 ON BEHALF OF UNIVERSITY OF WISCONSIN FOUNDATION	UNIVERSITY OF WISCONSIN FOUNDATION OWNS A STAKE IN THE FOLLOWING PARTNERSHIPS WHICH HAVE INDIRECT INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES (PFICS), AND HAVE FILED FORM 8621 ON BEHALF OF UNIVERSITY OF WISCONSIN FOUNDATION: CERBERUS INSTITUTIONAL PARTNERS, L.P. SERIES FOUR LAZARD EMERGING MARKETS CORE EQUITY TRUST KKR-UWF DIRECT LENDING PARTNERSHIP LP STEPSTONE UWF SECONDARY OPPORTUNITIES FUND, LP (SERIES B)
FORM 8886: DISCLOSURE OF REPORTABLE TRANSACTIONS	THE FOLLOWING INVESTMENTS OF UNIVERSITY OF WISCONSIN FOUNDATION HAVE FILED FORM 8886 DISCLOSING REPORTABLE TRANSACTIONS. AS A LIMITED PARTNER IN THESE INVESTMENTS, UNIVERSITY OF WISCONSIN FOUNDATION'S ALLOCABLE SHARE FROM THE RESPECTIVE PASSTHROUGH ENTITIES DOES NOT EXCEED THE THRESHOLD AMOUNTS. THEREFORE, UNIVERSITY OF WISCONSIN FOUNDATION HAS NOT PARTICIPATED IN A LOSS TRANSACTION REPORTABLE ON FORM 8886: DRAPER FISHER JURVETSON FUND VI, L.P. DRAPER FISHER JURVESTON FUND VII, L.P. DRAPER FISHER JURVETSON FUND VIII, L.P. SEVIN ROSEN IX

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
THE EVJUE FOUNDATION INC
1901 FISH HATCHERY ROAD	MADISON	WI	53713	396073981	SUPPORT ORG	WI	501(C)(3)	LINE 12A, I	N/A	Yes (1)
TERRY FAMILY FOUNDATION INC
125 N HAMILTON ST UNIT 1401	MADISON	WI	53703	391831024	SUPPORT ORG	WI	501(C)(3)	LINE 12A, I	N/A	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Entity TypeEntityTypeTxt
POOLED INCOME FUND B - 4 PARTICIPANTS
POOLED FUND	WI	UW FOUNDATION	Yes (1)
POOLED INCOME FUND A - 11 PARTICIPANTS
POOLED FUND	WI	UW FOUNDATION	Yes (1)
CHARITABLE REMAINDER UNITRUST - 93
TRUST	WI	UW FOUNDATION	Yes (1)	T
CHARITABLE REMAINDER ANNUITY TRUST - 10
TRUST	WI	UW FOUNDATION	Yes (1)	T

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER UNITRUSTS - 7	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$1,833,300	InvolvedAmt
Method Of Amount Determination	CASH VALUE	MethodOfAmountDeterminationTxt