UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC (EIN 39-6076856)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201831349349301668
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T10:11:54-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2886AddressLine1Txt
CityOSHKOSHCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549032886ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396076856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN OSHKOSHBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone9204242178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 PEARL AVENUEAddressLine1Txt
CityOSHKOSHCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN COWIEPersonNm
Person TitleCFOPersonTitleTxt
Phone9204242178PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY ANDERSON CPAPreparerPersonNm
PTINP00188889PTIN
Phone9202315890PhoneNum
Preparation2018-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARTIN COWIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 PEARL AVENUEAddressLine1Txt
CityOSHKOSHCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,012,265GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWOSH.EDU/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO 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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$334,503TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$198,969NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,081,476PYContributionsGrantsAmt
CY Contributions Grants$1,770,961CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$718,741PYInvestmentIncomeAmt
CY Investment Income$1,064,162CYInvestmentIncomeAmt
PY Other Revenue$291,204PYOtherRevenueAmt
CY Other Revenue$355,730CYOtherRevenueAmt
PY Total Revenue$5,091,421PYTotalRevenueAmt
CY Total Revenue$3,190,853CYTotalRevenueAmt
PY Grants And Similar Paid$1,274,421PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,026,085CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$59,092PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,897CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$58,474CYTotalFundraisingExpenseAmt
PY Other Expenses$1,249,668PYOtherExpensesAmt
CY Other Expenses$3,846,133CYOtherExpensesAmt
PY Total Expenses$2,583,181PYTotalExpensesAmt
CY Total Expenses$4,889,115CYTotalExpensesAmt
PY Revenues Less Expenses$2,508,240PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,698,262CYRevenuesLessExpensesAmt
Total Assets BOY$30,621,481TotalAssetsBOYAmt
Total Assets EOY$40,524,155TotalAssetsEOYAmt
Total Liabilities BOY$9,600,593TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,476,211TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,020,888NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,047,944NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,001,585ExpenseAmt
Grant$1,026,085GrantAmt
Revenue$21,227RevenueAmt
DescDISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES.Desc
Total Program Service Expenses$4,001,585TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G7IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN STATE EMPLOYEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9204242178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 PEARL AVENUEAddressLine1Txt
CityOSHKOSHCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54901ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TIMOTHY C MULLOY
CHAIRMAN5.00Yes (X)Yes (X)$0$0$0
KEVIN RALOFSKY
VICE CHAIRMAN5.00Yes (X)Yes (X)$0$0$0
DAVID L OMACHINSKI
SECRETARY/TREASURER5.00Yes (X)Yes (X)$0$0$0
THOMAS R KELL
IMMEDIATE PAST CHAIRMAN5.00Yes (X)$0$0$0
CRAIG C CULVER
MEMBERSHIP COMMITTEE CHAIR5.00Yes (X)$0$0$0
H GENE DRECKTRAH
OUTREACH COMMITTEE CHAIR5.00Yes (X)$0$0$0
DEBRA BLEVONS
DIRECTOR1.00Yes (X)$0$0$0
JAMES J GRYZWA
DIRECTOR1.00Yes (X)$0$0$0
THOMAS R GUYETTE
DIRECTOR1.00Yes (X)$0$0$0
NORBERT S HILL JR
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J KERRIGAN
DIRECTOR1.00Yes (X)$0$0$0
ALEXA POSNY
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM A RAATHS
DIRECTOR1.00Yes (X)$0$0$0
WALTER J SCOTT JR
DIRECTOR1.00Yes (X)$0$0$0
WAYNE A TREMBLY
DIRECTOR1.00Yes (X)$0$0$0
ELIZABETH A WHEALON-WYMAN
DIRECTOR1.00Yes (X)$0$0$0
JON DUDZINSKI
DIRECTOR1.00Yes (X)$0$0$0
KIM PETERSON
DIRECTOR1.00Yes (X)$0$0$0
ARTHUR H RATHJEN
PRESIDENT40.00Yes (X)$142,961$0$46,276
FieldValueIRS element (for citing)
Total Reportable Comp From Org$142,961TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$46,276TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,770,961AllOtherContributionsAmt
Noncash Contributions$92,642NoncashContributionsAmt
Total Contributions$1,770,961TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$623,922TotalRevenueColumnAmt
Exclusion$623,922ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,261,652SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,821,412SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$440,240SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$440,240TotalRevenueColumnAmt
Exclusion$440,240ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INCOME (LOSS) FROM OSHKOSH INVEST721110$208,424$208,424
INCOME (LOSS) FROM OI MANAGEMENT721110$126,079$126,079
MISCELLANEOUS INCOME900099$21,227$21,227
FieldValueIRS element (for citing)
Other Revenue Total$355,730OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,190,853TotalRevenueColumnAmt
Related Or Exempt Func Income$21,227RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$334,503UnrelatedBusinessRevenueAmt
Exclusion$1,064,162ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$262,656TotalAmt
Program Services$262,656ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$763,429TotalAmt
Program Services$763,429ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,897TotalAmt
Management And General$16,897ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$184,588TotalAmt
Management And General$184,588ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,075TotalAmt
Management And General$35,075ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$75,350TotalAmt
Program Services$10,301ProgramServicesAmt
Management And General$65,049ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,404TotalAmt
Program Services$25,698ProgramServicesAmt
Management And General$40,706ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,884TotalAmt
Program Services$649ProgramServicesAmt
Fundraising$15,235FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$75,153TotalAmt
Program Services$26,398ProgramServicesAmt
Management And General$9,003ManagementAndGeneralAmt
Fundraising$39,752FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$324,324TotalAmt
Program Services$245,838ProgramServicesAmt
Management And General$78,486ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,374TotalAmt
Program Services$78,207ProgramServicesAmt
Management And General$5,167ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,227TotalAmt
Program Services$9,490ProgramServicesAmt
Management And General$8,737ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$251,115TotalAmt
Program Services$251,115ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$351,225TotalAmt
Management And General$351,225ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,497TotalAmt
Program Services$302ProgramServicesAmt
Management And General$10,195ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$1,633,367$1,633,367
SPECIAL EVENTS$702,517$687,601$11,429$3,487
MISCELLANEOUS$16,928$4,429$12,499
DISCRETIONARY$2,105$2,105

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,889,115TotalAmt
Program Services$4,001,585ProgramServicesAmt
Management And General$829,056ManagementAndGeneralAmt
Fundraising$58,474FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,159,842BOYAmt
EOY$753,676EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$101,413BOYAmt
EOY$101,904EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,603,486BOYAmt
EOY$986,706EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,130,075BOYAmt
EOY$2,185,975EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$787,448BOYAmt
EOY$641,532EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,720BOYAmt
EOY$41,962EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,980,285LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,224,104LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$583,108BOYAmt
EOY$12,756,181EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,588,325BOYAmt
EOY$22,491,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$623,064BOYAmt
EOY$564,570EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,621,481BOYAmt
EOY$40,524,155EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$141,765BOYAmt
EOY$208,882EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,905,816BOYAmt
EOY$5,904,519EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,091,510BOYAmt
EOY$958,595EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,461,502BOYAmt
EOY$404,215EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,600,593BOYAmt
EOY$7,476,211EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$5,023,239BOYAmt
EOY$8,084,272EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,438,661BOYAmt
EOY$7,812,572EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,605,466BOYAmt
EOY$17,151,100EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,020,888BOYAmt
EOY$33,047,944EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,621,481BOYAmt
EOY$40,524,155EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,698,262ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,221,647NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$760,885PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$13,264,556OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,530,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,885,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,838,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,581,476CurrentTaxYearMinus1YearAmt
Current Tax Year$1,770,961CurrentTaxYearAmt
Total$20,606,697TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,530,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,885,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,838,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,581,476CurrentTaxYearMinus1YearAmt
Current Tax Year$1,770,961CurrentTaxYearAmt
Total$20,606,697TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,075,655SubstantialContributorsTotAmt
Public Support Total170$17,531,042PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$642,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$771,979CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$815,078CurrentTaxYearMinus1YearAmt
Current Tax Year$623,923CurrentTaxYearAmt
Total$3,211,641TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$218,021CurrentTaxYearAmt
Total$218,021TotalAmt
FieldValueIRS element (for citing)
Total Support$24,036,359TotalSupportAmt
Gross Receipts Rltd Activities$153,995GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72940PublicSupportCY170Pct
Public Support PY1700.74060PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,582,988BeginningYearBalanceAmt
Contributions$562,556ContributionsAmt
Investment Earnings Or Losses$2,100,645InvestmentEarningsOrLossesAmt
Other Expenditures$941,175OtherExpendituresAmt
End Year Balance$20,305,014EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,265,818BeginningYearBalanceAmt
Contributions$257,766ContributionsAmt
Investment Earnings Or Losses-$5,983InvestmentEarningsOrLossesAmt
Other Expenditures$934,613OtherExpendituresAmt
End Year Balance$18,582,988EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,220,930BeginningYearBalanceAmt
Contributions$502,108ContributionsAmt
Investment Earnings Or Losses$136,037InvestmentEarningsOrLossesAmt
Other Expenditures$593,257OtherExpendituresAmt
End Year Balance$19,265,818EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,657,925BeginningYearBalanceAmt
Contributions$926,718ContributionsAmt
Investment Earnings Or Losses$2,301,809InvestmentEarningsOrLossesAmt
Other Expenditures$665,522OtherExpendituresAmt
End Year Balance$19,220,930EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,115,175BeginningYearBalanceAmt
Contributions$2,597,595ContributionsAmt
Investment Earnings Or Losses$1,883,074InvestmentEarningsOrLossesAmt
Other Expenditures$937,919OtherExpendituresAmt
End Year Balance$16,657,925EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00040BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.84470PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15490TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$699,127OtherCostOrOtherBasisAmt
Book Value$699,127BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,195,237OtherCostOrOtherBasisAmt
Depreciation$1,158,019DepreciationAmt
Book Value$12,037,218BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,389OtherCostOrOtherBasisAmt
Depreciation$64,105DepreciationAmt
Book Value$13,284BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,532OtherCostOrOtherBasisAmt
Depreciation$1,980DepreciationAmt
Book Value$6,552BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,756,181TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR OTHERSDesc
Amt$404,215Amt
FieldValueIRS element (for citing)
Total Liability$404,215TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UNIVERSITY OF WISCONSIN - OSHKOSH
800 ALGOMA BLVDOSHKOSHWI54901391805963501(C)(3)$80,000$0PROVIDE SCHOLARSHIPS FOR EDUCATION OPPROTUNITIES TO UW OSHKOSH STUDENTS.
UNIVERSITY OF WISCONSIN - OSHKOSH
800 ALGOMA BLVDOSHKOSHWI54901391805963501(C)(3)$117,776$0RENOVATIONS FOR AND OPERATIONS OF THE OSHKOSH SPORTS COMPLEX AND RELATED UW-OSHKOSH ATHLETIC TEAMS.
UNIVERSITY OF WISCONSIN - OSHKOSH
800 ALGOMA BLVDOSHKOSHWI54901391805963501(C)(3)$26,028$0SUPPORT THE ACTIVITIES OF VARIOUS UW-OSHKOSH FACULTY AND STUDENT ORGANIZATIONS
UNIVERSITY OF WISCONSIN - OSHKOSH
800 ALGOMA BLVDOSHKOSHWI54901391805963501(C)(3)$38,852CLOTHING DONATED FOR UWO BUSINESS SCHOOL CAREER CLOSET.EQUIPMENT AND SUPPLIES DONATED TO SUPPORT UW OSHKOSH PROGRAMS AND EVENTS.BOOKCLOTHING, EQUIPMENT & SUPPLIES
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS352$697,812
AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS99$30,397
AWARDS AND RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES64$35,220

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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. ALL GRANT MONIES RELEASED ARE IN THE FORM OF CHECKS, WHICH ARE OFTEN MADE PAYABLE TO THE UNIVERSITY OF WISCONSIN OSHKOSH REGISTRAR AND APPLIED TOWARDS TUITION COSTS. ANY UNCLAIMED GRANTS ARE RETURNED TO THE FOUNDATION. THIS ENSURES THAT ONLY REGISTERED STUDENTS OF THE UNIVERSITY HAVE ACCESS TO THE FINANCIAL ASSISTANCE PROVIDED BY THE FOUNDATION. 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonARTHUR H RATHJENPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$142,961BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$46,276NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$189,237TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationA COMPENSATION COMMITTEE IS USED AS PART OF THE PROCESS OF DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT (CEO). THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT MAY BE PAID TO THE ORGANIZATION'S PRESIDENT (CEO).ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF OSHKOSH
A3960055632008-05-01$3,300,000THE RENOVATION AND CONSTRUCTION OF THE OSHKOSH SPORTS COMPLEX000
CITY OF OSHKOSH
B3960055632013-01-18$10,000,000CONSTRUCTION OF ALUMNI WELCOME CONFERENCE CENTER000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmt
A$3,062,148$3,300,000$50,806$2,290,642$958,552200900Yes (1)Yes (1)
B$4,333,333$10,000,000$64,578$9,739,034201400Yes (1)Yes (1)$196,388

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$24,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$25NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,485NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$53,790NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$150NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$200NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution21ContributionCnt
Noncash Contributions Rpt F990$6,492NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTIONS IS NUMBER OF DONORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE 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 11BTHE 990 IS REVIEWED BY THE ACCOUNTANT, BOARD TREASURER/SECRETARY AND APPOINTED CFO BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15FOR EMPLOYEES OF THE UNIVERSITY OF WISCONSIN OSHKOSH, THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT THE EMPLOYEE MAY BE PAID CORRESPONDING TO JOB DESCRIPTION. THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES OR PROVIDE COMPENSATION TO ANY OFFICERS OTHER THAN THE TOP MANAGEMENT OFFICIAL.
FORM 990, PART VI, SECTION C, LINE 19THE 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 -72,321. BOOK VS TAX INCOME FROM S CORP -16,079. ROUNDING ADJ 11. CANCELLATION OF GRANT PAYABLE 13,352,945.
FORM 990, 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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UW-OSHKOSH FOUNDATION ALUMNI WELCOME CONFERENCE CENTER LLC
625 PEARL AVENUEOSHKOSHWI54901273891817ACQUIRE, OWN, MANAGE, LEASE, DEVELOP REAL ESTATE FOR A WELCOME CENTERWIUNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC
625 PEARL AVENUEOSHKOSHWI54901454483188OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WIWIUNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP LLC
625 PEARL AVENUEOSHKOSHWI54901STIMULATE & SUPPORT ENTREPRENEURSHIP & JOB CREATIONWIUNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UNIVERSITY OF WISCONSIN OSHKOSH
800 ALGOMA BLVDOSHKOSHWI54901391805963PUBLIC UNIVERSITYWI501(C)(3)LINE 20
BUSINESS SUCCESS CENTER INC
625 PEARL AVE SUITE 212OSHKOSHWI54901391943791FURTHER THE DEVELOPMENT OF THE UNIVERSITY AND THE COMMUNITYWI501(C)(3)LINE 100UNIVERSITY OF WISCONSIN - OSHKOSH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OSHKOSH INVESTORS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 E WASHINGTON ST STE 2AAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54911ZIPCd
FieldValueIRS element (for citing)
EIN300719123EIN
Primary ActivitiesHOTEL MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Predominant Income TypeUNRELATEDPredominantIncomeTypeTxt
Share Of Total Income$209,672ShareOfTotalIncomeAmt
Share Of EOY Assets$1,597,571ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$208,427UBICodeVAmt
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.11670OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
UW OSHKOSH FOUNDATION - WITZEL LLC
625 PEARL AVENUEOSHKOSHWI54901270899659CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WIWIUNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INCC-$269,207$1,913,6801.00000Yes (1)
UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC
625 PEARL AVENUEOSHKOSHWI54901453339366OWN AND OPERATE A BIODIGESTER FACILITY AND EDUCATION CENTER IN ROSENDALE, WIWIUNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INCC-$179,865$2,743,9881.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC
D$1,212,800BOOK BALANCE
UW-OSHKOSH FOUNDATION - WITZEL LLC
D$973,175BOOK BALANCE

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