2021-04-29T10:52:40-05:00 2020-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2019-07-01 237337744 THE UWM FOUNDATION INC UWMF 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS STANG CHIEF OPERATING OFFICER 4149064645 2021-04-26 1 CHLOE CHIUMINATTO P01924323 4144319300 2021-04-26 2019 2022-09-23 18:48:47Z CURTIS STANG 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 51346750 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 THE 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. 28 28 76 36 0 0 21154703 27400770 0 0 5096109 5068938 46 56 26250858 32469764 19011763 18089468 0 0 1092709 1174635 0 0 792363 1481101 1747608 21585573 21011711 4665285 11458053 195573928 210747306 17430023 19132339 178143905 191614967 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 THE 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 6886340 6886340 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. 6181940 6181940 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. 4255884 4255884 0 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 1137370 765304 0 EDUCATIONAL PROGRAMS: RESEARCH PROJECTS CONDUCTED BY FACULTY AND RESEARCHERS IN VARIOUS SCHOOLS AT THE UNIVERSITY 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. 1137370 765304 0 18461534 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 55 0 76 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X CURTIS STANG 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 DAVID GILBERT PRESIDENT; EX-OFFICIO 26.00 27.00 X 266653 0 19377 CURTIS STANG COO; EX-OFFICIO 37.00 15.00 X 155922 0 29112 JILL PELISEK SECRETARY (THRU DEC.) 1.00 X X 0 10005 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 JAMES BARRY III DIRECTOR 1.00 X 0 0 0 BRIAN BEAR MD DIRECTOR 1.00 X 0 0 0 ROBERT BUKOWSKI DIRECTOR 1.00 X 0 0 0 LORI CRAIG DIRECTOR 1.00 X 0 0 0 JUSTIN CRUZ DIRECTOR 1.00 X 0 0 0 DANIEL EWIG DIRECTOR (THRU JAN.) 1.00 1.00 X 0 0 0 SCOTT HAAG DIRECTOR 1.00 X 0 0 0 ROGER KAMAU DIRECTOR 1.00 X 0 0 0 MARGARET KELSEY DIRECTOR 1.00 X 0 0 0 JOSEPH KERSCHNER MD DIRECTOR 1.00 1.00 X 0 0 0 JOHN KERSEY DIRECTOR 1.00 X 0 0 0 MATT KULASA DIRECTOR 1.00 X 0 0 0 KERI MCCONNELL DIRECTOR 1.00 X 0 0 0 DAVID MISKY DIRECTOR 1.00 X 0 0 0 KENNETH MUNSON DIRECTOR 1.00 X 0 0 0 TOM MYERS DIRECTOR 1.00 X 0 0 0 MIKE ORGEMAN DIRECTOR 1.00 2.00 X 0 0 0 JOSEPH S POEHLING DIRECTOR (THRU DEC.) 1.00 X 0 0 0 CYNTHIA RIGSBY DIRECTOR 1.00 X 0 0 0 MATTHEW D RINKA DIRECTOR 1.00 X 0 0 0 RONALD SADOFF DIRECTOR 1.00 X 0 0 0 TIMOTHY SCHAEFER DIRECTOR 1.00 1.00 X 0 0 0 FREDERICK J SITZBERGER DIRECTOR (THRU DEC.) 1.00 X 0 0 0 IGNATIUS SMETEK DIRECTOR 1.00 X 0 0 0 JOHN TEEVAN DIRECTOR (THRU DEC.) 1.00 X 0 0 0 LISA J VAN LANDEGHEM DIRECTOR 1.00 X 0 0 0 DENNIS J WEBB DIRECTOR 1.00 X 0 0 0 DEVONA Y WRIGHT CONTTRELL DIRECTOR (THRU DEC.) 1.00 X 0 0 0 ANDREW R SCHIESL CHAIR (THRU DEC.) 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WOMEN'S BASKETBALL GOLF OUTING 27060 22555 4505 10170 3084 BASEBALL GOLF OUTING 23120 2344 20776 1200 5861 2 37872 33825 4047 1500 13735 3750 3452 88052 58724 29328 11670 14935 3750 12397 42752 -13424 1 THE UWM REAL ESTATE FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 947809136 501(C)(3) 100000 TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS THE UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 501(C)(3) 228000 TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 EAST KENWOOD BOULEVARD MILWAUKEE WI 53211 396006492 STATE OF WI 13502584 TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS 3 0 SCHOLARSHIPS 3026 4255884 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 EXPENSE PAID DIRECTLY IN ACCORDANCE WITH THE FUND'S STATEMENT OF PURPOSE. X 1 1 X 0 0 0 0 0 0 0 0 0 DAVID GILBERT PRESIDENT; EX-OFFICIO 251653 0 15000 0 0 0 13349 0 6028 0 286030 0 0 0 CURTIS STANG COO; EX-OFFICIO 145922 0 10000 0 0 0 7893 0 21219 0 185034 0 0 0 PART I, LINE 1A DUES PAID FOR DAVID GILBERT - $14,205 X 24 633222 FAIR MARKET VALUE X SUPPLIES 1 97263 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE 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. 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