UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC: Form 990, tax year 2020
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- Organization
- UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC (EIN 39-6076856)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202123199349307832
- Schema version
- 2020v4.1
- 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 D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:45:47-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396076856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9204242178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD DURKEE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9204242178 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHAD | PersonFirstNm |
| Person Last | DURKEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY ADER | PreparerPersonNm |
| PTIN | P01278271 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2021-11-14 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY GILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,707,914 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWOSH.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT AND ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY OF WISCONSIN OSHKOSH THROUGH THE SOLICITATION OF CONTRIBUTIONS OF GIFTS OF MONETARY SUPPORT, REAL PROPERTY OR OTHER PERSONAL PROPERTY FROM INDIVIDUALS, ASSOCIATIONS, CORPORATIONS, OR OTHER ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | -$108,537 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $970,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,649,777 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $894,253 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,649,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $371,664 | PYOtherRevenueAmt |
| CY Other Revenue | -$107,362 | CYOtherRevenueAmt |
| PY Total Revenue | $2,236,177 | PYTotalRevenueAmt |
| CY Total Revenue | $3,192,332 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $765,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,007,098 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,391 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $199,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $29,480 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $718,857 | PYOtherExpensesAmt |
| CY Other Expenses | $623,905 | CYOtherExpensesAmt |
| PY Total Expenses | $1,527,019 | PYTotalExpensesAmt |
| CY Total Expenses | $1,859,485 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $709,158 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,332,847 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,365,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,834,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,303,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,137,817 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,061,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,696,872 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,405,965 | ExpenseAmt |
| Grant | $1,007,098 | GrantAmt |
| Revenue | $1,175 | RevenueAmt |
| Desc | DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. | Desc |
| Total Program Service Expenses | $1,405,965 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG GILES | PersonNm |
| Phone | 9204242178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIMOTHY C MULLOY | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L OMACHINSKI | ||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| H GENE DRECKTRAH | ||||||
| OUTREACH COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R GUYETTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORBERT S HILL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH A WHEALON-WYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON DUDZINSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET TIERNEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BARR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD DURKEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HOFFMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATRINA SCHIEDEMEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG GILES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $42,227 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $42,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,649,777 | AllOtherContributionsAmt |
| Noncash Contributions | $217,187 | NoncashContributionsAmt |
| Total Contributions | $1,649,777 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597,246 | TotalRevenueColumnAmt |
| Exclusion | $597,246 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,568,253 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,515,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,052,671 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,052,671 | TotalRevenueColumnAmt |
| Exclusion | $1,052,671 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $1,175 | $1,175 | |
| INCOME (LOSS) FROM OSHKOSH INVEST | 721110 | -$50,184 | -$50,184 | |
| INCOME (LOSS) FROM OI MANAGEMENT | 721110 | -$58,353 | -$58,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$107,362 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,192,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,175 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$108,537 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,649,917 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,646 | TotalAmt |
| Program Services | $166,646 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,452 | TotalAmt |
| Program Services | $840,452 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,636 | TotalAmt |
| Program Services | $23,946 | ProgramServicesAmt |
| Management And General | $55,873 | ManagementAndGeneralAmt |
| Fundraising | $79,817 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,720 | TotalAmt |
| Program Services | $29,720 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,646 | TotalAmt |
| Program Services | $1,447 | ProgramServicesAmt |
| Management And General | $3,376 | ManagementAndGeneralAmt |
| Fundraising | $4,823 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002 | TotalAmt |
| Management And General | $4,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,796 | TotalAmt |
| Management And General | $48,796 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,480 | TotalAmt |
| Fundraising | $29,480 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,061 | TotalAmt |
| Program Services | $11,439 | ProgramServicesAmt |
| Management And General | $99,622 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,915 | TotalAmt |
| Management And General | $71,915 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,514 | TotalAmt |
| Program Services | $77,514 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,952 | TotalAmt |
| Program Services | $34,110 | ProgramServicesAmt |
| Management And General | $1,549 | ManagementAndGeneralAmt |
| Fundraising | $2,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,886 | TotalAmt |
| Program Services | $60 | ProgramServicesAmt |
| Management And General | $41,826 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367 | TotalAmt |
| Program Services | $1,819 | ProgramServicesAmt |
| Management And General | $478 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607 | TotalAmt |
| Program Services | $857 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,165 | TotalAmt |
| Management And General | $34,165 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS | $146,186 | $145,782 | $123 | $281 |
| EQUIPMENT AND FIXTURES | $63,281 | $62,030 | $1,251 | |
| DISCRETIONARY | $9,846 | $9,846 | ||
| PUBLIC RELATIONS | $5,781 | $5,781 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$32,454 | TotalAmt |
| Program Services | $297 | ProgramServicesAmt |
| Management And General | -$32,751 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,485 | TotalAmt |
| Program Services | $1,405,965 | ProgramServicesAmt |
| Management And General | $330,975 | ManagementAndGeneralAmt |
| Fundraising | $122,545 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,755 | BOYAmt |
| EOY | $1,163,136 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,137 | BOYAmt |
| EOY | $174,043 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,096 | BOYAmt |
| EOY | $124,579 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,060 | BOYAmt |
| EOY | $43,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,500 | BOYAmt |
| EOY | $18,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,975,968 | BOYAmt |
| EOY | $35,867,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,097 | BOYAmt |
| EOY | $1,343,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,365,613 | BOYAmt |
| EOY | $38,834,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,191 | BOYAmt |
| EOY | $998,142 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,537 | BOYAmt |
| EOY | $139,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,728 | BOYAmt |
| EOY | $1,137,817 | 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 | $2,914,371 | BOYAmt |
| EOY | $3,899,755 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,147,514 | BOYAmt |
| EOY | $33,797,117 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,061,885 | BOYAmt |
| EOY | $37,696,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,365,613 | BOYAmt |
| EOY | $38,834,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,332,847 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,205,362 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $96,778 | 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 | $1,770,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $718,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,113,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $970,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,649,777 | CurrentTaxYearAmt |
| Total | $9,222,915 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $584,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $441,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,916 | CurrentTaxYearAmt |
| Total | $2,180,149 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,355,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,056,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,459,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,120,693 | CurrentTaxYearAmt |
| Total | $11,403,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,954,464 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,448,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $623,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $388,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $544,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $631,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $597,246 | CurrentTaxYearAmt |
| Total | $2,786,025 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $976,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,165,551 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,349 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,639,105 | BeginningYearBalanceAmt |
| Contributions | $1,770,624 | ContributionsAmt |
| Investment Earnings Or Losses | $5,875,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,194 | OtherExpendituresAmt |
| End Year Balance | $30,609,162 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,493,809 | BeginningYearBalanceAmt |
| Contributions | $1,273,568 | ContributionsAmt |
| Investment Earnings Or Losses | $111,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,239,789 | OtherExpendituresAmt |
| End Year Balance | $23,639,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,324,742 | BeginningYearBalanceAmt |
| Contributions | $2,016,988 | ContributionsAmt |
| Investment Earnings Or Losses | $1,257,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,105,036 | OtherExpendituresAmt |
| End Year Balance | $23,493,809 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,305,014 | BeginningYearBalanceAmt |
| Contributions | $270,126 | ContributionsAmt |
| Investment Earnings Or Losses | $1,622,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $873,151 | OtherExpendituresAmt |
| End Year Balance | $21,324,742 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,582,988 | BeginningYearBalanceAmt |
| Contributions | $562,556 | ContributionsAmt |
| Investment Earnings Or Losses | $2,100,645 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $941,175 | OtherExpendituresAmt |
| End Year Balance | $20,305,014 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06021 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68646 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25333 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,500 | OtherCostOrOtherBasisAmt |
| Book Value | $18,500 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,805 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,500 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Amt | $139,675 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,675 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWED FUNDS ARE USED FOR UNIVERSITY STUDENT SCHOLARSHIPS AND AWARDS, ATHLETICS, ALUMNI ACTIVITIES, PROFESSORSHIPS AND PROGRAMS. |
| PART X, LINE 2: | AS A NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE TAX-EXEMPT STATUS IS BASED UPON THE STATED PURPOSE OF THE OPERATIONS AND SUPPORTING EVIDENCE PRESENTED TO THE INTERNAL REVENUE SERVICE WITH THE APPLICATION FOR TAX-EXEMPT STATUS. SUCH STATUS IS SUBJECT TO RE-EVALUATION SHOULD THERE BE CHANGES IN OPERATION, CHARACTER, OR PURPOSE OF THE FOUNDATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOR BY DESIGN GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 W GILBERT ROAD | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROVIDED COUNSEL & GUIDANCE THROUGHOUT CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $29,480 | RetainedByContractorAmt |
| Net To Organization | -$29,480 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $29,480 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$29,480 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $73,973 | PROVIDE SCHOLARSHIPS FOR EDUCATIONAL OPPORTUNITIES TO UW OSHKOSH STUDENTS. | |||
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $65,102 | PROVIDE AWARDS & RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES | |||
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | CLOTHING, EQUIPMENT & SUPPLIES | $3,739 | BOOK | CLOTHING, EQUIPMENT & SUPPLIES | |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $23,832 | SUPPORT FOR UW OSHKOSH ATHLETIC TEAMS | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS | 475 | $832,252 |
| AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS | 9 | $8,200 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING STEPS ARE TAKEN BY THE FOUNDATION TO INSURE THAT INDIVIDUALS OR ORGANIZATIONS RECEIVING GRANTS BOTH QUALIFY TO RECEIVE GRANT MONIES AND ARE IN THE FURTHERANCE OF CHARITABLE PROGRAMS: SELECTION COMMITTEES ARE FORMED TO REVIEW THE GRANTING PROCESS. SELECTION COMMITTEES REVIEW GRANT CANDIDATE'S APPLICABLE EDUCATIONAL OR DEMOGRAPHIC BACKGROUND FOR COMPLIANCE TO RESTRICTED FUND EXPENDITURE CRITERIA ESTABLISHED FOR THE PARTICULAR SCHOLARSHIP TO BE GRANTED. ONLY STUDENTS WHO MEET SUCH STRICT CRITERIA MAY RECEIVE GRANTS. UWOF USES ACADEMICWORKS (AW) FOR THE SCHOLARSHIP PROCESS. THE AWARD IS LISTED IN AW WITH CRITERIA. STUDENTS APPLY. WINNER IS PICKED FOR THE SCHOLARSHIP. SCHOLARSHIP IS AWARDED. THE FOUNDATION'S STATED PURPOSE IS TO RELEASE FUNDS FOR THE ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. BY THIS DEFINITION, ANY PAYMENT TO A UNIVERSITY OF WISCONSIN OSHKOSH STUDENT AUTOMATICALLY QUALIFIES AS A FURTHERANCE OF THE CHARITABLE PROGRAM OF THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,589 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $213,449 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | TEACHING SUPPLIES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH HAS THE POWERS AND DUTIES OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE PAST CHAIR, THE VICE CHAIR, THE CHANCELLOR AND THE PRESIDENT OF THE FOUNDATION, AND A MINIMUM OF ONE ADDITIONAL DIRECTOR. THE EXECUTIVE COMMITTEE SHALL SERVE TO EXPEDITE, FACILITATE AND COORDINATE THE WORK OF THE DIRECTORS BY REVIEWING RECOMMENDATIONS BY COMMITTEES, AFFILIATE GROUPS, THE FOUNDATION PRESIDENT AND THE UNIVERSITY CHANCELLOR; REVIEW AND APPROVE THE FOUNDATION'S ANNUAL BUDGET TO BE RATIFIED BY THE BOARD; ASCERTAIN THE APPROPRIATENESS OF MATTERS FOR DIRECTOR'S CONSIDERATION; AND, SECURE NECESSARY COMMITTEE OR STAFF WORK AND APPROVALS BEFORE RECOMMENDATIONS ARE PRESENTED TO THE DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER AND THE EXECUTIVE DIRECTOR WILL REVIEW THE 990. ONCE THEY ARE GOOD IT WILL THEN BE REVIEWED BY THE ENTIRE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BOOK VS TAX INCOME FROM PARTNERSHIP 13,425. BOOK VS TAX INCOME FROM S CORP 83,353. |
| PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454483188 | EIN |
| Primary Activities | OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WI | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | -$108,572 | TotalIncomeAmt |
| End Of Year Assets | $684,416 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ALGOMA BLVD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805963 | EIN |
| Primary Activities | PUBLIC UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH INVESTORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E WASHINGTON ST STE 2A | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300719123 | EIN |
| Primary Activities | HOTEL MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$49,570 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,238,284 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | -$50,184 | UBICodeVAmt |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.11670 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW OSHKOSH FOUNDATION - WITZEL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270899659 | EIN |
| Primary Activities | CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WI | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $512,063 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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