UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-14
IRS object ID: 201811349349303721
Schema version: 2016v3.1
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 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	2018-05-14T11:18:29-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Grant Thornton LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 E Wisconsin Ave	AddressLine1Txt
City	Milwaukee	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	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)
In Care Of	% CASEY ZWETTLER	InCareOfNm
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	GEOFFREY MCCLOSKEY	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6082634545	PhoneNum
Signature	2018-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michelle L Weber	PreparerPersonNm
PTIN	P00556798	PTIN
Phone	4142898200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

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	$2,696,793,602	GrossReceiptsAmt
Group Return For Affiliates	false	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 UW-Madison by soliciting gifts & bequests, administers & invests securities & property,& distributes payments for benefit of UW-Madison	ActivityOrMissionDesc
Voting Members Governing Body	50	VotingMembersGoverningBodyCnt
Voting Members Independent	48	VotingMembersIndependentCnt
Total Employee	564	TotalEmployeeCnt
Total Volunteers	49	TotalVolunteersCnt
Total Gross UBI	$5,619	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$324,528	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$151,673,056	PYContributionsGrantsAmt
CY Contributions Grants	$338,356,589	CYContributionsGrantsAmt
PY Program Service Revenue	$1,177,580	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,931,301	CYProgramServiceRevenueAmt
PY Investment Income	$68,011,426	PYInvestmentIncomeAmt
CY Investment Income	$147,975,623	CYInvestmentIncomeAmt
PY Other Revenue	$423,295	PYOtherRevenueAmt
CY Other Revenue	$1,273,370	CYOtherRevenueAmt
PY Total Revenue	$221,285,357	PYTotalRevenueAmt
CY Total Revenue	$490,536,883	CYTotalRevenueAmt
PY Grants And Similar Paid	$159,341,607	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$252,853,187	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$13,587,209	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$28,526,902	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$717,001	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$25,285,582	CYTotalFundraisingExpenseAmt
PY Other Expenses	$15,349,179	PYOtherExpensesAmt
CY Other Expenses	$57,287,201	CYOtherExpensesAmt
PY Total Expenses	$188,277,995	PYTotalExpensesAmt
CY Total Expenses	$339,384,291	CYTotalExpensesAmt
PY Revenues Less Expenses	$33,007,362	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$151,152,592	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,520,794,514	TotalAssetsBOYAmt
Total Assets EOY	$3,935,324,656	TotalAssetsEOYAmt
Total Liabilities BOY	$323,842,032	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$407,707,238	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,196,952,482	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,527,617,418	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	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$252,853,187	ExpenseAmt
Grant	$282,853,187	GrantAmt
Desc	In accordance with the organization's primary exempt purpose, the University of Wisconsin Foundation assists by making payments to or on behalf of the University of Wisconsin.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Revenue	$2,732,048	RevenueAmt
Desc	Membership services: Providing program, activities, alumni learning, alumni clubs and chapters, as well as awards and recognition for approximately 33,000 members. These programs promote the University of Wisconsin.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Revenue	$199,253	RevenueAmt
Desc	Publications: "On Wisconsin" is a quarterly publication and serves as the official University of Wisconsin alumni magazine. "Badger Insider" is a members only publication serving as the member forum. "Forward under 40" is the Alumni Association's newest awards program. This publication recognizes prominent University of Wisconsin alumni under the age of 40 living in the Wisconsin area. Flamingle is a weekly email containing articles for alumni. The alumni website contains online advertisement banners.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$252,853,187	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	140	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	564	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Form8282 Filed	2	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	50	GoverningBodyVotingMembersCnt
Independent Voting Member	48	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	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	KY	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	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	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	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	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

Field	Value	IRS element (for citing)
Person	CASEY ZWETTLER	PersonNm
Phone	6083085197	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	Madison	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53726	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Michael M Knetter
PRESIDENT AND CEO	60.0	0.5	Yes (X)	Yes (X)	$676,683	$0	$124,489
Paula E Bonner
Ex Officio/Chief Alumni Office	45.0	0.0	Yes (X)	Yes (X)	$274,338	$0	$39,436
Jeffrey D Wiesner
Chair - term is continuous	3.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Richard L Antoine
Ex Officio - Term Exp 6/2017	3.0	0.0	Yes (X)		$0	$0	$0
Nancy L Ballsrud
Director - term exp 6/2017	3.0	0.0	Yes (X)		$0	$0	$0
Rajiv Batra
Director - term exp 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
John D Baumann
Director - term exp 6/2020	3.0	0.0	Yes (X)		$0	$0	$0
Susan J Cellmer
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Jerome A Chazen
Director - Term EXP 6/2020	2.5	0.0	Yes (X)		$0	$0	$0
Paul J Collins
Ex Officio -TERM IS Continuous	1.0	0.0	Yes (X)		$0	$0	$0
Jeffrey J Diermeier
Director - TERM EXP 6/2020	1.5	0.0	Yes (X)		$0	$0	$0
Susan S Engeleiter
Director - TERM EXP 6/2020	0.5	0.0	Yes (X)		$0	$0	$0
Thomas J Falk
Ex Officio -TERM IS Continuous	1.5	0.0	Yes (X)		$0	$0	$0
Wade Fetzer III
Ex Officio -TERM IS Continuous	1.0	0.0	Yes (X)		$0	$0	$0
David F Florin
Director - term exp 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Jere D Fluno
Ex Officio -TERM IS Continuous	1.0	0.0	Yes (X)		$0	$0	$0
Peter L Frechette
Director - Deceased 2/2017	1.0	0.0	Yes (X)		$0	$0	$0
Curtis J Fuszard
Director - term exp 6/2020	0.5	0.0	Yes (X)		$0	$0	$0
Colleen A Goggins
Director - TERM EXP 6/2020	2.5	0.0	Yes (X)		$0	$0	$0
Jeffrey C Hammes
Director - TERM EXP 6/2020	1.5	0.0	Yes (X)		$0	$0	$0
Jon D Hammes
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Jill S Hatton
Director - TERM EXP 6/2020	4.0	0.0	Yes (X)		$0	$0	$0
Elzie L Higginbottom
Director - term exp 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
John P Holton
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
William P Hsu
Director - term exp 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Ted D Kellner
Ex Officio -TERM IS Continuous	1.0	0.0	Yes (X)		$0	$0	$0
Peter S Kies
Director - term exp 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Christopher Kozina
Director - term exp 6/2020	0.5	0.0	Yes (X)		$0	$0	$0
Paul A Leff
Director - TERM EXP 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Peter A Leidel
Director - TERM EXP 6/2020	1.5	0.0	Yes (X)		$0	$0	$0
Thomas P Madsen
Director - TERM EXP 6/2020	3.0	0.0	Yes (X)		$0	$0	$0
Jane R Mandula
Director - TERM EXP 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Karen A Monfre
Director - term exp 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Alice D Mortenson
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Melinda J Mount
Director - TERM EXP 6/2020	0.5	0.0	Yes (X)		$0	$0	$0
John S Nelson
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Cory Nettles
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
John J Oros
Ex Officio -TERM IS Continuous	2.5	0.0	Yes (X)		$0	$0	$0
Stephen R Petersen
Director - TERM EXP 6/2020	3.0	0.0	Yes (X)		$0	$0	$0
Linda L Procci
Director - TERM EXP 6/2020	4.0	0.0	Yes (X)		$0	$0	$0
Eilzabeth M Quadracci Harned
Director - term exp 6/2020	3.0	0.0	Yes (X)		$0	$0	$0
Dr Frederick A Robertson
Director - TERM EXP 6/2020	0.5	0.0	Yes (X)		$0	$0	$0
Ricky C Sandler
Director - TERM EXP 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Jay R Sekelsky
Director - TERM EXP 6/2017	2.0	0.0	Yes (X)		$0	$0	$0
Paul S Shain
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Michael S Shannon
Director - TERM EXP 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Michael R Splinter
Director - TERM EXP 6/2020	1.5	0.0	Yes (X)		$0	$0	$0
Stephanie L Swartz
Director - TERM EXP 6/2020	1.0	0.0	Yes (X)		$0	$0	$0
Frances S Taylor
Ex Officio -TERM IS Continuous	1.0	0.0	Yes (X)		$0	$0	$0
Patrick A Thiele
Director - TERM EXP 6/2020	2.0	0.0	Yes (X)		$0	$0	$0
Doris F Weisberg
Director - TERM EXP 6/2020	3.0	0.0	Yes (X)		$0	$0	$0
Julie Van Cleave
Chief Investment Officer	50.0	0.0		Yes (X)	$707,617	$0	$27,998
Thomas P Olson
CIO - Private Markets	50.0	0.0		Yes (X)	$478,879	$0	$47,989
Alisa A Robertson
Assistant Treasurer	55.0	0.5		Yes (X)	$256,264	$0	$22,052
Kari P Myrland
Chief Information Officer	40.0	0.0		Yes (X)	$202,651	$0	$28,020
Geoffrey M McCloskey
Chief Financial Officer	55.0	0.0		Yes (X)	$193,049	$0	$41,314
Scott T Mckinney
Chief Admin & Dir Legal Affair	55.0	0.5		Yes (X)	$170,773	$0	$38,603
Catherine M Ahrens
Secretary	50.0	0.0		Yes (X)	$101,004	$0	$24,481
Amber Hodgson
Assistant Secretary	55.0	0.0		Yes (X)	$99,379	$0	$16,613
Bridget A Bush
Treasurer	45.0	0.5		Yes (X)	$89,556	$0	$20,690
Richard J Shepley
Senior Dir. of Investments	50.0	0.0			$381,204	$0	$32,093	Yes (X)
James P Kennedy
Chief Marketing Officer	50.0	0.0			$176,591	$0	$39,643	Yes (X)
Anne M Lucke
VP & Managing Group Leader	50.0	0.0			$167,229	$0	$24,679	Yes (X)
Brad W Jolin
VP & Managing Group Leader	50.0	0.0			$154,662	$0	$37,318	Yes (X)
Jodi K Patek
Chief of Staff	55.0	0.0			$153,490	$0	$29,728	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,283,369	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$595,146	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	42	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Robert W Baird Co Inc
777 E Wisconsin Avenue Suite 2700	MILWAUKEE	WI	53202	Investment Manager	$1,558,182
Yorktown Parners LLC
410 Park Avenue 19th Floor	NEW YORK	NY	10022	Alt Inv Manager	$1,284,298
160over90 Inc
One South Broad St 10th Floor	PHILADELPHIA	PA	19107	Branding/Marketing	$1,243,245
Morgan Stanley
1585 Broadway	NEW YORK	NY	10036	Investment Manager	$1,050,417
Cinnabar Design Build
4571 Electronics Place	LOS ANGELES	CA	90039	Construction/Design	$925,656

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	55	CntrctRcvdGreaterThan100KCnt
Related Organizations	$222,258	RelatedOrganizationsAmt
All Other Contributions	$338,134,331	AllOtherContributionsAmt
Noncash Contributions	$79,626,519	NoncashContributionsAmt
Total Contributions	$338,356,589	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION	900099	$975,917	$975,917
MEMBERSHIP REVENUE	541900	$804,487	$804,487
TRAVEL/TOUR COMMISSIONS	900099	$392,024	$392,024
SPONSORSHIP INCOME	900099	$320,037	$320,037
MEMBER INSURANCE	900099	$239,583	$239,583

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$199,253	TotalRevenueColumnAmt
Unrelated Business Revenue	$199,253	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,931,301	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,206,902	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,703,265	UnrelatedBusinessRevenueAmt
Exclusion	$37,910,167	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$996,460	TotalRevenueColumnAmt
Exclusion	$996,460	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$8,630	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$8,630	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,630	TotalRevenueColumnAmt
Exclusion	$8,630	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,317,401,256	SecuritiesAmt
Other	$620,926	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,205,589,077	SecuritiesAmt
Other	$664,384	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$111,812,179	SecuritiesAmt
Other	-$43,458	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$111,768,721	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,509,631	UnrelatedBusinessRevenueAmt
Exclusion	$110,259,090	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$42,817	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$3,258	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$39,559	TotalRevenueColumnAmt
Exclusion	$39,559	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
UNIVERSITY MEMBERSHIP DUES	900099	$102,664	$102,664
MISCELLANEOUS	900099	$126,057	$126,057

Field	Value	IRS element (for citing)
Other Revenue Total	$228,721	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$490,536,883	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,732,048	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,619	UnrelatedBusinessRevenueAmt
Exclusion	$149,442,627	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$252,853,187	TotalAmt
Program Services	$252,853,187	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,635,080	TotalAmt
Management And General	$2,924,337	ManagementAndGeneralAmt
Fundraising	$710,743	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$19,187,352	TotalAmt
Management And General	$8,084,540	ManagementAndGeneralAmt
Fundraising	$11,102,812	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,769,034	TotalAmt
Management And General	$881,630	ManagementAndGeneralAmt
Fundraising	$887,404	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,421,977	TotalAmt
Management And General	$1,088,765	ManagementAndGeneralAmt
Fundraising	$1,333,212	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,513,459	TotalAmt
Management And General	$725,086	ManagementAndGeneralAmt
Fundraising	$788,373	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$268,910	TotalAmt
Management And General	$126,711	ManagementAndGeneralAmt
Fundraising	$142,199	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$230,737	TotalAmt
Management And General	$230,737	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$717,001	TotalAmt
Fundraising	$717,001	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,403,190	TotalAmt
Management And General	$10,403,190	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,091,681	TotalAmt
Management And General	$1,597,393	ManagementAndGeneralAmt
Fundraising	$494,288	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,243,217	TotalAmt
Management And General	$861	ManagementAndGeneralAmt
Fundraising	$2,242,356	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,488,108	TotalAmt
Management And General	$638,260	ManagementAndGeneralAmt
Fundraising	$849,848	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,127,903	TotalAmt
Management And General	$1,145,814	ManagementAndGeneralAmt
Fundraising	$982,089	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,390,085	TotalAmt
Management And General	$757,861	ManagementAndGeneralAmt
Fundraising	$632,224	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$935,528	TotalAmt
Management And General	$364,556	ManagementAndGeneralAmt
Fundraising	$570,972	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$181,441	TotalAmt
Management And General	$63,517	ManagementAndGeneralAmt
Fundraising	$117,924	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$29,582	TotalAmt
Management And General	$29,582	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,080,659	TotalAmt
Management And General	$988,313	ManagementAndGeneralAmt
Fundraising	$1,092,346	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$593,886	TotalAmt
Management And General	$325,671	ManagementAndGeneralAmt
Fundraising	$268,215	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
AGENCY ACCT EQUITY TRANSFER	$23,092,469	$23,092,469
BAD DEBT EXPENSE	$6,976,791	$6,976,791
ALUMNI EVENTS	$1,968,350		$1,968,350
INCOME TAX LIABILITY	$199,838	$199,838

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$984,826	TotalAmt
Management And General	$599,600	ManagementAndGeneralAmt
Fundraising	$385,226	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$339,384,291	TotalAmt
Program Services	$252,853,187	ProgramServicesAmt
Management And General	$61,245,522	ManagementAndGeneralAmt
Fundraising	$25,285,582	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	$112,941,672	BOYAmt
EOY	$105,030,838	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$180,187,949	BOYAmt
EOY	$131,810,129	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$20,860,964	BOYAmt
EOY	$15,304,453	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,067,701	BOYAmt
EOY	$1,026,113	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,522,672	BOYAmt
EOY	$2,209,309	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$30,914,715	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$10,713,198	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$21,076,955	BOYAmt
EOY	$20,201,517	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,662,171,419	BOYAmt
EOY	$3,110,241,598	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$507,046,213	BOYAmt
EOY	$534,253,579	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,918,569	BOYAmt
EOY	$15,246,720	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,520,794,514	BOYAmt
EOY	$3,935,324,656	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$37,477,853	BOYAmt
EOY	$64,872,622	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$380,938	BOYAmt
EOY	$1,609,194	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,742,708	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$283,240,533	BOYAmt
EOY	$341,225,422	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$323,842,032	BOYAmt
EOY	$407,707,238	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$84,848,232	BOYAmt
EOY	$122,478,514	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,524,329,521	BOYAmt
EOY	$1,745,855,111	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,587,774,729	BOYAmt
EOY	$1,659,283,793	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,196,952,482	BOYAmt
EOY	$3,527,617,418	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,520,794,514	BOYAmt
EOY	$3,935,324,656	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$151,152,592	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$179,512,344	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$266,773,753	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$388,508,377	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$543,651,612	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$151,673,056	CurrentTaxYearMinus1YearAmt
Current Tax Year	$338,356,589	CurrentTaxYearAmt
Total	$1,688,963,387	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$266,773,753	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$388,508,377	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$543,651,612	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$151,673,056	CurrentTaxYearMinus1YearAmt
Current Tax Year	$338,356,589	CurrentTaxYearAmt
Total	$1,688,963,387	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$583,302,417	SubstantialContributorsTotAmt
Public Support Total170	$1,105,660,970	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,812,554	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,049,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,089,127	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,994,978	CurrentTaxYearMinus1YearAmt
Current Tax Year	$37,211,992	CurrentTaxYearAmt
Total	$159,158,459	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$120,376	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,939	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$225,358	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$166,869	CurrentTaxYearMinus1YearAmt
Current Tax Year	$271,538	CurrentTaxYearAmt
Total	$823,080	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,848,944,926	TotalSupportAmt
Gross Receipts Rltd Activities	$8,930,316	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.59800	PublicSupportCY170Pct
Public Support PY170	0.66180	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	PRESENTATION OF SCHEDULE A	FormAndLineReferenceDesc
Explanation	SCHEDULE A, PART II UNIVERSITY OF WISCONSIN FOUNDATION CHANGED FROM A CALENDAR YEAR END TO A JUNE 30 FISCAL YEAR END DURING 2016. THEREFORE, THE FISCAL YEAR END OF 6/30/2017 HAS BEEN PRESENTED IN COLUMN (E) 2016, THE SHORT YEAR PERIOD OF 1/1/2016 TO 6/30/2016 HAS BEEN PRESENTED IN COLUMN (D) 2015, THE FULL YEAR 2015 HAS BEEN PRESENTED IN COLUMN (C) 2014, THE FULL YEAR 2014 HAS BEEN PRESENTED IN COLUMN (B) 2013, AND THE FULL YEAR 2013 HAS BEEN PRESENTED IN COLUMN (A) 2012.	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)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$29,709	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$86,166	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$27,841	OtherActivitiesAmt
Total Lobbying Expenditures	$143,716	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	Detailed description of lobbying activities During the fiscal year, one employee spent part of his time on lobbying efforts in Madison. Other costs included printing, mailing, and software to communicate with alumni and elected officials as well as event and travel costs.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,861,296,415	BeginningYearBalanceAmt
Contributions	$89,226,007	ContributionsAmt
Investment Earnings Or Losses	$226,126,313	InvestmentEarningsOrLossesAmt
Other Expenditures	$95,447,158	OtherExpendituresAmt
Administrative Expenses	$16,983,460	AdministrativeExpensesAmt
End Year Balance	$2,064,218,117	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,814,865,682	BeginningYearBalanceAmt
Contributions	$36,420,629	ContributionsAmt
Investment Earnings Or Losses	$13,744,431	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,734,327	OtherExpendituresAmt
End Year Balance	$1,861,296,415	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,661,118,411	BeginningYearBalanceAmt
Contributions	$168,905,586	ContributionsAmt
Investment Earnings Or Losses	-$23,968,864	InvestmentEarningsOrLossesAmt
Other Expenditures	-$8,810,549	OtherExpendituresAmt
End Year Balance	$1,814,865,682	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,555,980,597	BeginningYearBalanceAmt
Contributions	$84,185,170	ContributionsAmt
Investment Earnings Or Losses	$68,320,858	InvestmentEarningsOrLossesAmt
Other Expenditures	$47,368,214	OtherExpendituresAmt
End Year Balance	$1,661,118,411	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,380,851,767	BeginningYearBalanceAmt
Contributions	$44,274,718	ContributionsAmt
Investment Earnings Or Losses	$179,220,591	InvestmentEarningsOrLossesAmt
Other Expenditures	$48,366,479	OtherExpendituresAmt
End Year Balance	$1,555,980,597	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.80080	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.19920	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	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	$12,892,046	OtherCostOrOtherBasisAmt
Depreciation	$5,766,669	DepreciationAmt
Book Value	$7,125,377	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$583,069	OtherCostOrOtherBasisAmt
Depreciation	$232,760	DepreciationAmt
Book Value	$350,309	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,012,470	OtherCostOrOtherBasisAmt
Depreciation	$4,713,769	DepreciationAmt
Book Value	$10,298,701	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,924,600	OtherCostOrOtherBasisAmt
Book Value	$1,924,600	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$20,201,517	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$338,627,219	F
REAL ASSET FUNDS	$193,010,490	F
OTHER FUNDS	$2,615,870	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$534,253,579	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$2,475,638
LIABILITY UNDER SPLIT INTEREST	$45,048,021
FUNDS DUE TO OTHER ORGANIZATIONS	$3,443,046
BENEFIT OF U.W. - HOSPITAL & CLINIC	$220,094,852
BENEFIT OF U.W. - STEVENS POINT	$32,300,141
BENEFIT OF U.W. - STOUT FDN	$1,435,902
BENEFIT OF U.W. - GREEN BAY	$32,793,701
BENEFIT OF WIAC	$4,199
BENEFIT OF WI 4-H FDN	$3,629,922

Field	Value	IRS element (for citing)
Total Liability	$341,225,422	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4

Intended uses of Endowment Funds The Foundation's endowment consisted of 3,959 and 3,864 individual funds at June 30, 2017 and 2016, 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.

Schedule D, 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 recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statement is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The foundation applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open. The foundation is subject to federal income taxes and files state tax returns in various states. In addition to filing in its home state of Wisconsin, the foundation files state income tax returns in 38 states. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. Tax years open to examination by tax authorities under federal statute of limitations include calendar years 2014 through 2015 and fiscal years ended June 30, 2016 and 2017. Open tax years under the various state statuteS OF LIMITATIONS include calendar years 2011 to 2015 and fiscal years ended June 30, 2016 and 2017. For states where the foundation has not filed a state return, all tax years remain open. The foundation, if applicable, recognizes interest accrued related to unrecognized tax benefits in interest expense and recognizes penalties in operating expenses. During the years ended June 30, 2017, the foundation did not recognize any material interest or penalties. As of June 30, 2017, the Foundation has approximately $11,965,000 of federal net operating loss carryforwards available as a result of losses sustained related to its ownership in various investment entities. The foundation also has approximately $8,480,000 of state net operating loss carryforwards available. These net operating losses have been offset by a full valuation allowance due to the uncertainty of realizing the benefit of the carryforwards in future years.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt
Central America and the Caribbean	0	0	Investments
East Asia and the Pacific	0	0	Investments
Europe (Including Iceland and Greenland)	0	0	Investments
Middle East and North Africa	0	0	Investments
North America	0	0	Investments
South America	0	0	Investments
South Asia	0	0	Investments
Sub-Saharan Africa	0	0	Investments

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Column (F)	FormAndLineReferenceDesc
Explanation	Activities per Region Total Expenditures and Investments: Due to the extent and indirect tiered partnership structure of the Foundation's investments, this information is not readily available. The Foundation does monitor the investments for Form 926 and Form 8865 filing requirements and files applicable returns as needed which are submitted with Form 990-T.	ExplanationTxt

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
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt
160over90 Inc
One South Broad St 10th Floor	Philadelphia	PA	19107	FUNDRAISING CONSULTANT	false	$693,401
Plus Delta Partners
6965 El Camino Real Se 105-488	Carlsbad	CA	92009	FUNDRAISING CONSULTANT	false	$23,600

Field	Value	IRS element (for citing)
Total Retained By Contractors	$717,001	TotalRetainedByContractorsAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1848 University Avenue	AddressLine1Txt
City	Madison	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53726	ZIPCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Gross Receipts from Fundraisers	FormAndLineReferenceDesc
Explanation	Part I, Line 2B, Column (IV) The Gross Receipts from the activity that 160over90, Inc. and Plus Delta Partners assist our organization on are not able to be separately reported. 160over90, Inc. assists with campaign efforts and strategic direction. Plus Delta Partners provides trainings and workshops for the development staff and helps with strategy. the work of these organizations aid in many of our fundraising initiatives throughout our fiscal year thus cannot be separately reported.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 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 Madison
21 N Park St	Madison	WI	537151218	396006492	STATE OF WIS	$251,376,871	See Sch I, Part IV
University of Wisconsin Madison
21 N Park St	Madison	WI	537151218	396006492	STATE OF WIS		See Sch I, Part IV	$995,145	APPRAISAL	Art
University of Wisconsin Madison
21 N Park St	Madison	WI	537151218	396006492	STATE OF WIS		See Sch I, Part IV	$243,544	APPRAISAL	Books & Publications
University of Wisconsin Madison
21 N Park St	Madison	WI	537151218	396006492	STATE OF WIS		See Sch I, Part IV	$51,817	OTHER	CLOTHING
University of Wisconsin Madison
21 N Park St	Madison	WI	537151218	396006492	STATE OF WIS		See Sch I, Part IV	$29,177	other	Food Inv
University of Wisconsin Madison
21 N Park St	madison	WI	537151218	396006492	STATE OF WIS		See Sch I, Part IV	$156,633	other	Other

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, LINE 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
PRESIDENT AND CEO	$517,827	$0	$146,408	$0	$12,448	$0	$103,000	$0	$21,489	$0	$801,172	$0	$0	$0
Paula E Bonner
Ex Officio/Chief Alumni Office	$254,357	$0	$18,000	$0	$1,981	$0	$25,936	$0	$13,500	$0	$313,774	$0	$0	$0
Julie Van Cleave
Chief Investment Officer	$522,577	$0	$183,750	$0	$1,290	$0	$26,500	$0	$1,498	$0	$735,615	$0	$0	$0
Thomas P Olson
CIO - Private Markets	$382,207	$0	$95,982	$0	$690	$0	$26,500	$0	$21,489	$0	$526,868	$0	$0	$0
Alisa A Robertson
Assistant Treasurer	$205,964	$0	$50,000	$0	$300	$0	$20,554	$0	$1,498	$0	$278,316	$0	$0	$0
Kari P Myrland
Chief Information Officer	$201,360	$0	$0	$0	$1,291	$0	$20,322	$0	$7,698	$0	$230,671	$0	$0	$0
Geoffrey M McCloskey
Chief Financial Officer	$192,359	$0	$0	$0	$690	$0	$19,833	$0	$21,481	$0	$234,363	$0	$0	$0
Scott T Mckinney
Chief Admin & Dir Legal Affair	$170,473	$0	$0	$0	$300	$0	$17,244	$0	$21,359	$0	$209,376	$0	$0	$0
Richard J Shepley
Senior Dir. of Investments	$380,754	$0	$0	$0	$450	$0	$10,604	$0	$21,489	$0	$413,297	$0	$0	$0
James P Kennedy
Chief Marketing Officer	$176,141	$0	$0	$0	$450	$0	$18,237	$0	$21,406	$0	$216,234	$0	$0	$0
Anne M Lucke
VP & Managing Group Leader	$166,539	$0	$0	$0	$690	$0	$16,924	$0	$7,755	$0	$191,908	$0	$0	$0
Brad W Jolin
VP & Managing Group Leader	$154,362	$0	$0	$0	$300	$0	$16,016	$0	$21,302	$0	$191,980	$0	$0	$0
Jodi K Patek
Chief of Staff	$152,800	$0	$0	$0	$690	$0	$15,651	$0	$14,077	$0	$183,218	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1A	HEALTH OR SOCIAL CLUB MEMBERSHIPS THE PERSONAL USE PORTION OF MICHAEL M. KNETTER'S COUNTRY CLUB MEMBERSHIP WAS INCLUDED IN HIS FORM W-2.
Schedule J, Part I, Line 4B	PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MICHAEL M. KNETTER PARTICIPATES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE UNIVERSITY OF WISCONSIN FOUNDATION CONTRIBUTED $18,000 AND $58,500 RESPECTIVELY TO THESE PLANS DURING 2016.
Schedule J, 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 MANAGMENT GROUP. THE BOARD OF DIRECTORS AND THE PRESIDENT 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 PRESIDENT AND CEO AND APPROVED BY THE INVESTMENT COMMITTEE AND Executive COmmittee. INCENTIVE COMPENSATION: PARTICIPANTS ARE ELIGIBLE FOR AWARDS RANGING FROM ZERO TO 50% OF THEIR ANNUAL BASE CASH COMPENSATION EARNED IN THE FISCAL YEAR UNDER REVIEW. THE PRESIDENT AND CEO, IN CONSULTATION WITH THE CHAIR OF THE INVESTMENT COMMITTEE, RECOMMENDS APPROPRIATE PERCENTAGE AWARDS BASED UPON A RETROSPECTIVE ASSESSMENT OF PERFORMANCE AGAINST GOALS ON A SET OF WEIGHTED FACTORS CUSTOMIZED FOR EACH ELIGIBLE EMPLOYEE. THESE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR FISCAL YEAR, AND ARE SUBSEQUENTLY PRESENTED TO THE BUDGET AND PERSONNEL COMPENSATION 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 PRESIDENT AND 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 BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE FOR EACH PARTICIPANT PRIOR TO THE BEGINNING OF THE FISCAL YEAR TO BE MEASURED. METHOD OF PAYMENT: PAYMENTS WILL BE AWARDED AS CASH OR DEFERRED COMPENSATION, THE LATTER SUBJECT TO APPROPRIATE IRS AND SEC REGULATIONS. PARTICIPANTS MAY SELECT THE FORM OF COMPENSATION IN INCREMENTS OF 25%.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	19	ContributionCnt
Noncash Contributions Rpt F990	$995,145	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/OTHER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$243,544	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/OTHER	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$51,817	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OTHER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	511	ContributionCnt
Noncash Contributions Rpt F990	$76,791,751	NoncashContributionsRptF990Amt
Method Of Determining Revenues	market value	MethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$684,708	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OTHER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$644,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$29,177	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OTHER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	SUPPLIES & EQUIPMENT	12	$65,856	OTHER
Yes (X)	Event Hosting	19	$59,925	OTHER
Yes (X)	LIFE INSURANCE POLICIES	2	$29,744	OTHER
Yes (X)	Furniture	2	$13,320	OTHER
Yes (X)	Gift Cards	6	$8,322	OTHER
Yes (X)	miscellaneous items	5	$6,269	OTHER
Yes (X)	Newsletters	1	$2,941	OTHER

Field	Value	IRS element (for citing)
Form8283 Received	21	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Column B	COLUMN B REPORTING EXPLANATION THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I.
Schedule M, Part I, Line 32	THIRD PARTIES AND NON-CASH CONTRIBUTIONS The University of Wisconsin Foundation hires real estate agents (at arm's length), as necessary, to sell real estate that is not transferred to the University of Wisconsin.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part VI, Section A, LINE 2	Reportable Relationships -Susan S. Engeleiter and Michael S. Shannon - Family Relationship -Jane R. Mandula and Michal R. Splinter - Business Relationship -John J. Oros, Ted D. Kellner, and Paul J. Collins - Business Relationship -Paul S. Shain and Ted D. Kellner - business relationship -Paul S. Shain, Ted D. Kellner, and Michael M. Knetter - business relationship
Part VI, Section A, LINE 4	Significant ChangES to Governing Documents within the bylaws, the term length changed for the Board Chair and Vice Chair from two years to three years. Also, there were various title updates.
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 CHIEF FINANCIAL OFFICER AND BY THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO FILING. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
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 INTERESTS 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 THE DISCUSSION AND ANY RELATED VOTE.
Part VI, Section B, LINES 15A & 15B	PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT ANNUALLY THE COMPENSATION SUBCOMMITTEE OF THE BUDGET AND PERSONNEL COMMITTEE MEETS TO: 1) DETERMINE AND APPROVE THE PRESIDENT'S PAY, AND 2) REVIEW AND APPROVE THE PAY RECOMMENDATIONS MADE BY THE PRESIDENT FOR ALL OTHER OFFICERS. THE COMPENSATION SUBCOMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIRMAN, VICE CHAIR (VACANT), BUDGET AND PERSONNEL COMMITTEE CHAIR, AND SELECT OTHER BOARD MEMBERS. THE SUBCOMMITTEE REVIEWS SALARY SURVEYS ADMINISTERED BY PROFESSIONAL COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPMENT DEPARTMENTS. THE SUBCOMMITTEE USES THIS MARKET DATA IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATION'S COMPENSATION PHILOSOPHY TO BE COMPETITIVE ON A NATIONAL 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.
Part IV, Section C, Line 19	HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC The following Documents are available on the organization's website at: www.supportuw.org/about-us/tax-legal/ -Restated Articles of Incorporation -By-Laws -Form 1023 Application for Exemption -IRS Tax Determination Letter -Audited Financial Statements -Annual Reports -Form 990 -Form 990-T The conflict of interest policy is available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
UW-Madison Supporting Organization Inc
1848 University Avenue	Madison	WI	53726	391947636	Support Org	WI	501(c)(3)	12a	Univ WI Fdn	Yes (true)
The EVJUE Foundation Inc
1901 Fish Hatchery Road	Madison	WI	53713	396073981	Support Org	WI	501(c)(3)	12a	NA	false
Terry Family Foundation Inc
125 N Hamilton St Unit 1401	Madison	WI	53703	391831024	Support Org	WI	501(c)(3)	12a	NA	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrust - 112
TRUST	WI	UW FOUNDATION	Yes (true)
Charitable Remainder Annuity Trust - 10
Trust	WI	UW FOUNDATION	Yes (true)
Pooled Income Fund A - 16 Participants
Pooled Fund	WI	UW FOUNDATION	Yes (true)
Pooled Income Fund B - 5 participants
Pooled Fund	WI	UW FOUNDATION	Yes (true)
Pooled Income Fund D - 3 participants
Pooled Fund	WI	UW FOUNDATION	Yes (true)

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

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
UW-Madison Supporting Organization Inc
c	$222,258	Cash Value
Charitable Remainder Unitrusts - 5
s	$605,947	Cash Value
Pooled Income Fund A - CRUTs - 2
s	$164,442	Cash Value
Pooled Income Fund B - CRUTs - 2
s	$55,650	Cash Value

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part V, Lines 1n & 1o	FormAndLineReferenceDesc
Explanation	TRANSACTIONS WITH RELATED ORGANIZATIONS THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE.	ExplanationTxt