2018-05-14T12:48:21-05:00 2017-06-30 390758449 Wipfli LLP 10000 Innovation Drive Suite 250 Milwaukee WI 532264837 990 2016-07-01 237337744 THE UWM FOUNDATION INC UWMF 4149064645 1440 East North Avenue Milwaukee WI 53202 Curtis Stang Chief Operating Officer 4149064645 2018-05-10 1 DAVE GLOBIG P01356041 4144319300 2018-04-25 2016 2022-09-23 18:48:47Z CURTIS STANG 1440 East North Avenue Milwaukee WI 53202 97821937 0 X www.uwm.foundation X 1974 WI THE MISSION OF THE UWM FOUNDATION, Inc. IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION, Inc. AND THE UWM RESEARCH FOUNDATION, Inc. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 31 30 95 34 0 0 24441815 22031861 0 0 4165472 3208966 -7486 12334 28599801 25253161 14359143 15519191 0 0 1015450 1011265 0 0 694027 1322934 1425221 16697527 17955677 11902274 7297484 137404952 162408852 6791904 16754005 130613048 145654847 X THE MISSION OF THE UWM FOUNDATION, Inc. IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION, Inc. AND THE UWM RESEARCH FOUNDATION, Inc. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 0 0 2961098 2961098 0 EDUCATIONAL PROGRAMS: SPECIAL PROJECTS INCLUDING SPONSORSHIP OF UW-MILWAUKEE'S PUBLIC RADIO STATION, HONORS PROGRAM, PERFORMING ARTS CONCERT HALL, SCIENCE BAG SERIES, and INNER CITY NURSING CLINIC. 8346374 8346374 0 EDUCATION: GENERAL SUPPORT OF UW-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. 3499210 3499210 0 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 823376 712509 0 EDUCATIONAL PROGRAMS: RESEARCH PROJECTS CONDUCTED BY FACULTY AND RESEARCHERS IN VARIOUS SCHOOLS INCLUDING HEALTH SCIENCES, ARCHITECTURE, ENGINEERING, LETTERS & SCIENCES, NURSING, AND GRADUATE SCHOOL.EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY UW-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. 823376 712509 0 15630058 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 110 0 95 1 0 0 0 0 0 1 1 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X CURTIS STANG 4149064645 1440 E North Ave Milwaukee WI 53202 Brian Bear MD Director 1.00 X 0 0 0 Robert Bukowski Director 1.00 X 0 0 0 WILLIAM CAROLLO Director 1.00 X 0 0 0 WILLIAM COLEMAN Director 1.00 X 0 0 0 Lori Craig Director 1.00 X 0 0 0 RICARDO DIAZ Director 1.00 X 0 0 0 ALEXANDER FRASER Director 1.00 X 0 0 0 Scott Haag Director 1.00 X 0 0 0 Jacqueline Herd-Barber Director (Thru 12/7/16) 1.00 X 0 0 0 Roger Kamau Director (From 12/7/16) 1.00 X 0 0 0 Joseph Kerschner MD Director 1.00 X 0 0 0 John Kersey Director 1.00 X 0 0 0 J Patrick Keyes Director 1.00 X 0 0 0 John Kissinger Director 1.00 X 0 0 0 KENNETH MUNSON Director 1.00 X 0 0 0 Timothy Nettesheim Director 1.00 X 0 0 0 Mike Orgeman Director (From 12/7/16) 1.00 X 0 0 0 Joseph Poehling Director 1.00 X 0 0 0 RONALD SADOFF Director 1.00 X 0 0 0 TIMOTHY SCHAEFER Director 1.00 X 0 0 0 Lawrence Schnuck Director 1.00 X 0 0 0 Avi Shaked Director 1.00 X 0 0 0 Frederick Sitzberger Director 1.00 X 0 0 0 John Teevan Director 1.00 X 0 0 0 Gregory Uhen Director 1.00 X 0 0 0 Nicholas Wilson Director 1.00 X 0 0 0 MaryAnn Wright Director (Thru 9/21/16) 1.00 X 0 0 0 DEVONA WRIGHT COTTRELL Director 1.00 X 0 0 0 Gary Zimmerman Director 1.00 X 0 0 0 JACQUELYN FREDRICK Chair 1.00 X X 0 0 0 Christina Fiasca Vice Chair (Thru 12/7/16) 1.00 X X 0 0 0 Andrew Schiesl Secretary/Vice Chair (From 12/7/16) 1.00 X X 0 0 0 Jill Pelisek Secretary (From 12/7/16) 1.00 X X 0 10218 0 Gregg Tushaus Treasurer 1.00 X X 0 0 0 David Gilbert Pres Ex-Officio; Non-voting 8.00 53.00 X 147381 99557 45411 DAVID MISKY Ex-officio; Non-Voting 1.00 X 0 0 0 MARK MONE PHD ex-officio; Non-Voting 1.00 X 0 345403 28667 Curtis Stang COO Ex-Officio; Non-Voting 35.00 17.00 X 139317 0 30970 286698 455178 105048 2 0 1 0 0 38744 170689 21822428 1124041 22031861 2310173 2310173 20000 0 20000 20000 20000 73434819 72536026 898793 898793 898793 25084 38744 32750 -7666 -7666 25253161 0 0 3221300 12019981 12019981 3499210 3499210 304701 304701 415474 351186 64288 56100 56100 131648 131648 103342 98424 4918 9239 9239 28416 28416 125607 125607 305292 81624 203546 20122 113038 80425 32613 15806 15806 114515 114515 135822 827 6019 128976 39183 39183 3778 3778 In-kind Donation 170689 170689 363836 91415 272421 17955677 15630058 1631592 694027 3375129 6290194 16446660 15233788 0 42601 54165 49425 1034723 583124 479725 451599 100583322 129331981 16465951 11009264 137404952 162408852 327470 308925 6464434 16445080 6791904 16754005 X 4017164 4345092 106754023 121255034 19841861 20054721 130613048 145654847 137404952 162408852 7297484 7744315 0 X X 0 1 X 1 0 X 11095532 10667060 14075450 24441815 21861172 82141029 11095532 10667060 14075450 24441815 21861172 82141029 2919394 79221635 2340312 2064973 3247564 3330474 2330173 13313496 95454525 244435 0.82990 0.78530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13121510 244258 1150574 258844 14257498 18075300 431385 96642 5481817 13121510 22596741 509703 278454 5309598 18075300 20855072 492889 2803293 1554513 22596741 20167678 455866 1799200 1567672 20855072 0.00000 0.78000 0.22000 0 0 1034723 583124 451599 451599 DUE FROM AFFILIATES 9607124 ACCRUED INTEREST RECEIVABLE 204704 CASH SURRENDER VALUE OF LIFE INSURANCE 1173988 SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS 23448 11009264 DUE TO AFFILIATES 14013060 DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE 2054812 Agency payable under fiscal agent responsibilities 377208 16445080 Part V, Line 4: THE ENDOWMENT FUNDS ENABLE COLLEGES AND DEPARTMENTS TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT STUDENTS. Men's Basketball Golf Outing 36778 16700 20078 2995 10924 3440 Women's Basketball Golf Outing 27050 22044 5006 12055 3336 63828 38744 25084 2995 22979 6776 32750 -7666 WI 1 0 0 0 0 0 1 The UWM Real Estate Foundation Inc 1440 East North Avenue Milwaukee WI 53202 947809136 501(c)3 100000 Teaching and departmental programs, community service, research and special projects The UWM Research Foundation Inc 1440 East North Avenue Milwaukee WI 53202 208297675 501(c)3 200000 Teaching and departmental programs, community service, research and special projects University of Wisconsin-Milwaukee 2200 E Kenwood Blvd Milwaukee WI 53211 396006492 State of WI 11719981 Teaching and departmental programs, community service, research, and special projects. 3 0 Scholarships 3168 3499210 Part I, Line 2: The UWM Foundation, Inc. reviews the UWM expense reimbursements, which UWM also reviews. The UWM Foundation, Inc. also reviews expense paid directly in accordance with the Fund's Statement of Purpose. X 1 1 X 0 0 0 0 0 0 0 0 0 David Gilbert Pres Ex-Officio; Non-voting 127381 99557 20000 0 0 0 7369 13200 0 24842 154750 137599 0 0 MARK MONE PHD ex-officio; Non-Voting 0 330403 0 15000 0 0 0 0 0 28667 0 374070 0 0 Curtis Stang COO Ex-Officio; Non-Voting 131817 0 7500 0 0 0 7141 0 23829 0 170287 0 0 0 Part I, Line 1a DUES PAID FOR DAVID GILBERT - $12,164 X 85 953352 Fair Market Value X Supplies 1 170689 Fair Market Value 0 0 1 0 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the finance committee then made available to the full Board at least two weeks in advance of filing. Form 990, Part VI, Section B, line 12c Annual disclosure form completed and potential conflicts that arise throughout the year are reported. Form 990, Part VI, Section B, line 15 The executive committee is responsible for overseeing the compensation of top management officials using comparable contemporaneous data. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are made available upon request. Part XII line 2c The organization has a committee that assumes responsibility for the oversight of the audit. This process remains unchanged from previous years. The UWM Real Estate Foundation Inc 1440 East North Ave Milwaukee WI 53202 947809136 Real Estate Development WI 501(c)3 Line 12a, I The UWM Foundation Inc 1 The UWM Research Foundation Inc 1440 East North Ave Milwaukee WI 53202 208297675 IP Manager for UWM WI 501(c)3 Line 12a, I The UWM Foundation Inc 1 University of Wisconsin - Milwaukee 2200 E Kenwood Blvd Milwaukee WI 532113361 396006492 Education Institution WI N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 The UWM Real Estate FOUNDATION Inc D 6000000 FMV The UWM Real Estate Foundation Inc O 163000 FMV The UWM Real Estate Foundation Inc B 100000 Fmv The UWM RESEARCH FOUNDATION Inc B 200000 FMV University of Wisconsin - Milwaukee B 11719981 FMV