2021-11-04T12:17:55-05:00 2021-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2020-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 JANET BURNS PRESIDENT 7154253505 2021-10-28 1 JANET BURNS 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2021-10-19 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JANET BURNS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 22932885 0 X WWW.UWRF.EDU/ALUMNI X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. 17 17 4 23 0 0 4149078 3317808 41539 54425 186815 103884 0 1765 4377432 3477882 5442014 3028677 0 0 287914 279196 0 0 0 203668 201939 5933596 3509812 -1556164 -31930 30432394 35931737 262474 300214 30169920 35631523 X AN INDEPENDENT, NOT FOR PROFIT WISCONSIN CORPORATION, THE UWRF FOUNDATION IS ORGANIZED SOLELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-RIVER FALLS. PRIVATE GIVING TO THE FOUNDATION IS ESSENTIAL IN RAISING THE LEVEL OF EXCELLENCE AT THE UNIVERSITY. THROUGH SUPPORT OF THE UNIVERSITY'S GOALS AND OBJECTIVES, THE FOUNDATION IS COMMITTED TO ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, AND WHO HAVE THE DEDICATION TO PROMOTE AND SUPPORT THE INITIATIVES OF THE UNIVERSITY. THE FOUNDATION MANAGES FUNDS ACCORDING TO THE WISHES OF THE DONORS, PROMOTES A CULTURE OF PHILANTHROPY, AND ADHERES TO THE ETHICAL AND CONSCIENTIOUS STEWARDSHIP OF ALL GIFTS. 0 0 2017367 2017367 0 SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIES- DISBURSEMENTS OF THIS TYPE ARE FOR PAYMENTS TO ENHANCE AND SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF WISCONSIN - RIVER FALLS INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: TRAVEL, AWARDS & RECOGNITION, MEMBERSHIPS, CONFERENCES, EQUIPMENT, AND CAPITAL IMPROVEMENTS. 936310 936310 0 SCHOLARSHIPS AND AWARDS - SCHOLARSHIPS ARE PAID TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. DONEES ARE SELECTED ON THE BASIS OF SCHOLASTIC MERIT, LEADERSHIP, ETC. BY THE SCHOLARSHIP COMMITTEE OF THE FOUNDATION. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. 740 SCHOLARSHIPS WERE AWARDED THIS YEAR. 75000 75000 0 UNIVERSITY OF WISCONSIN-RIVER FALLS EQUINE PROGRAM - STUDENTS LEARN TO RIDE AND CARE FOR THE HORSES. THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION ACCEPTED AND PROVIDED 1 HORSE DURING THE YEAR TO THE UNIVERSITY. 3028677 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO KY MD MI MN NH NJ NV NY OH OR SC TN WA WV WI X JANET BURNS 7154253505 410 SOUTH THIRD STREET RIVER FALLS WI 54022 JANET BURNS PRESIDENT 40.00 X 72000 0 4711 WILLIAM BOEHM PAST CHAIR 1.00 X X 0 0 0 MARK GHERTY CHAIR 1.00 X X 0 0 0 DAVID DREWISKE VICE CHAIR 1.00 X X 0 0 0 GREG WHEELOCK TREASURER 1.00 X X 0 0 0 KAREN HANDORF SECRETARY 1.00 X X 0 0 0 BARBARA BUTLER DIRECTOR 1.00 X 0 0 0 DEREK CHERNE DIRECTOR 1.00 X 0 0 0 GARTH CHRISTENSON DIRECTOR 1.00 X 0 0 0 KATHY DELONAIS DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 PAUL DYKSTRA DIRECTOR 1.00 X 0 0 0 GREGORY GRAY DIRECTOR 1.00 X 0 0 0 MELISSA JOHANSEN DIRECTOR 1.00 X 0 0 0 KATHY LINDAHL DIRECTOR 1.00 X 0 0 0 DAN MCGINTY DIRECTOR 1.00 X 0 0 0 JESSICA NEUMANN DIRECTOR 1.00 X 0 0 0 DEANNE NEZAS DIRECTOR 1.00 X 0 0 0 VIRGIL NYLANDER DIRECTOR 1.00 X 0 0 0 TERRI WILCOX DIRECTOR 1.00 X 0 0 0 72000 0 4711 0 0 0 0 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 IT & PERSONNEL SERVICES 495649 1 48550 3269258 1005039 3317808 AFFINITY INCOME 900099 54425 54425 54425 393802 393802 19165085 19398941 56062 -233856 -56062 -289918 -289918 1765 1765 1765 3477882 0 0 160074 2092367 2092367 936310 936310 76207 76207 134746 134746 6929 6929 45600 45600 15714 15714 18128 18128 126723 126723 1443 1443 7081 7081 31527 31527 6571 6571 2370 2370 8096 8096 3509812 3028677 481135 0 45877 45877 768067 1674157 1549257 1020129 11842 10836 33108 33108 58432 0 25068875 29687197 2930044 3493541 30432394 35931737 30548 45574 48550 0 183376 254640 262474 300214 X 3203548 3802363 26966372 31829160 30169920 35631523 30432394 35931737 X -31930 5050850 442683 X 0 1 X 1 0 X 4825773 2707156 3002402 4149078 3317808 18002217 4825773 2707156 3002402 4149078 3317808 18002217 1924983 16077234 484111 480531 605241 556471 393802 2520156 137 106 243 20522616 502104 0.78340 0.79200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23102338 1090520 5336635 1376815 54164 28098514 22525185 1554703 259488 1186235 50803 23102338 21188797 1117384 1223391 947679 56708 22525185 20163485 932632 1379681 1233042 53959 21188797 14862382 4587460 1615547 538605 363299 20163485 0.08627 0.64658 0.26715 0 0 33108 33108 0 0 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 451586 F BENEFICIAL INTEREST IN PERPETUAL TRUST 3041955 F 3493541 GIFT ANNUITY PAYABLE 254640 254640 8312871 5050850 473218 442683 5966751 2346120 126723 1005039 1131762 3477882 2851268 473218 473218 2378050 126723 1005039 1131762 3509812 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET DEPRECIATION ON ASSETS HELD IN TRUST 442,683. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 1,005,039. PART XII, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 1,005,039. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 1072191 UNIVERSITY ACTIVITIES AND EVENTS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 15137 CHANCELLOR FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 75000 APPRAISAL HORSES THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 930039 FMV EQUIPMENT FOR THE DAIRY PILOT PLANT RENOVATION 1 0 SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS 740 936310 PART I, LINE 2: EVERY RECIPIENT IS REQUIRED TO ABIDE BY OUR FUND EXPENDITURE GUIDELINES AND EACH FUNDS PURPOSE STATEMENT WHEN REQUESTING ASSISTANCE FROM THE FOUNDATION. THIS IS MONITORED BY OUR ACCOUNTING DEPARTMENT. X DAIRY PILOT PLANT EQUIPMENT 11 930039 FAIR MARKET VALUE X HORSES 1 75000 APPRAISAL 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AUDIT COMMITTEE REVIEWS THE FORM 990 AND POSES QUESTIONS TO BE ANSWERED PRIOR TO FILING. THEY PROVIDE A COPY OF THE FORM 990 TO BOARD MEMBERS DURING A MEETING PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND OFFICER ANNUALLY SIGNS A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD ANNUALLY. IF A CONFLICT OF INTEREST IS DISCLOSED BY A MEMBER, THAT MEMBER SHALL RECUSE THEM SELF FROM ANY ACTION CONCERNING THE NATURE OF THE CONFLICT, INCLUDING ABSTAINING FROM VOTING ON ANY ISSUE, OR SCHOLARSHIP CONSIDERATION RELATED TO THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DISCOVERED AFTER ONE HAS NOT BEEN VOLUNTARILY DISCLOSED, THE CHAIR OF THE BOARD AND THE PRESIDENT SHALL DISCUSS THE CONFLICT WITH THE MEMBER. IF IT IS DETERMINED A CONFLICT DOES EXIST, THE MEMBER SHALL THEN RECUSE THEM SELF, AS NOTED EARLIER. IF THE MEMBER REFUSES TO RECUSE HIM OR HERSELF, THE CHAIR SHALL BRING THE MATTER TO THAT BOARD TO REMOVE THE MEMBER FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS. IT IS COMPARED WITH OTHER NON-PROFITS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET APPRECIATION (DEPRECIATION) ON ASSETS HELD IN TRUST 442,683.