2017-05-11T11:26:49-05:00 2016-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2015-07-01 237337744 THE UWM FOUNDATION INC UWMF 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS A STANG COO 4149064645 2017-05-11 1 DAVE GLOBIG P01356041 4144319300 2017-05-10 2015 2021-01-29 14:40:06Z CURTIS A STANG 1440 EAST NORTH AVE MILWAUKEE WI 53202 47109137 0 X WWW.UWMFDN.ORG X 1974 WI THE MISSION OF THE UWM FOUNDATION 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 AND THE UWM RESEARCH FOUNDATION. 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. 32 31 75 31 0 0 14075450 24441815 0 0 3517824 4165472 13503 -7486 17606777 28599801 13719041 14359143 0 0 889594 1015450 0 0 582651 1004324 1322934 15612959 16697527 1993818 11902274 127260793 137404952 6568789 6791904 120692004 130613048 X THE MISSION OF THE UWM FOUNDATION 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 AND THE UWM RESEARCH FOUNDATION. 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 4740607 4740607 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. 5106479 5106479 EDUCATION: GENERAL SUPPORT OF UW-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. 3743778 3743778 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 925108 768279 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. 925108 768279 14515972 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 1 146 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X CURTIS A 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 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 (FROM 12/3/15) 1.00 X 0 0 0 H CARL MUELLER DIRECTOR (THRU 12/3/15) 1.00 X 0 0 0 KENNETH MUNSON DIRECTOR 1.00 X 0 0 0 TIMOTHY NETTESHEIM DIRECTOR 1.00 X 0 0 0 JILL PELISEK DIRECTOR 1.00 X 0 10005 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 JOHN TEEVAN DIRECTOR 1.00 X 0 0 0 JOHN TORINUS JR DIRECTOR (THRU 12/3/15) 1.00 X 0 0 0 FREDERICK SITZBERGER 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 1.00 X 0 0 0 DEVONA WRIGHT COTTRELL DIRECTOR 1.00 X 0 0 0 GARY ZIMMERMAN DIRECTOR (FROM 12/3/15) 1.00 X 0 0 0 CHRISTINA FIASCA VICE CHAIR (FROM 12/3/15) 1.00 X X 0 0 0 JACQUELYN FREDRICK CHAIR (FROM 12/3/15) 1.00 X X 0 0 0 ANDREW SCHIESL SECRETARY 1.00 X X 0 0 0 GREGG TUSHAUS TREASURER 1.00 X X 0 0 0 DAVID GILBERT PRES EX-OFFICIO; NON-VOTING 8.00 53.00 X 119323 126898 31646 DAVID MISKY EX-OFFICIO; NON-VOTING 1.00 X 0 0 0 MARK MONE PHD EX-OFFICIO; NON-VOTING 1.00 X 0 338763 28991 CURTIS STANG COO EX-OFFICIO; NON-VOTING 35.00 15.00 X 129913 0 32920 249236 475666 93557 2 0 1 0 0 43188 24398627 1876367 24441815 3330474 3330474 19287527 18452529 834998 834998 834998 49321 43188 56807 -7486 -7486 28599801 0 0 4157986 10609365 10609365 3749778 3749778 277712 277712 403224 347139 56085 65711 65711 166023 166023 102780 98490 4290 3096 3096 27838 27838 110786 110786 291963 72181 201727 18055 117550 57793 59757 8186 8186 119335 119335 75339 4861 7841 62637 39257 39257 25968 25968 503616 51949 69840 381827 16697527 14515972 1598904 582651 3969939 3375129 11742232 16446660 21595 0 33744 54165 1023666 543941 504108 479725 93333027 100583322 17656148 16465951 127260793 137404952 251137 327470 6317652 6464434 6568789 6791904 X 3951604 4017164 97179599 106754023 19560801 19841861 120692004 130613048 127260793 137404952 11902274 -1981230 0 X X 0 1 X 1 0 X 20302603 11095532 10667060 14075450 24441815 80582460 20302603 11095532 10667060 14075450 24441815 80582460 7129224 73453236 1973004 2340312 2064973 3247564 3330474 12956327 93538787 299135 0.78530 0.75650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18075300 431385 96642 5481817 13121510 22596741 509703 278454 5309598 18075300 20855072 492889 2803293 1554513 22596741 20167678 455866 1799200 1567672 20855072 21057535 698503 -105639 1482721 20167678 0.00000 0.86000 0.14000 0 0 1023666 543941 479725 479725 DUE FROM AFFILIATES 15134958 ACCRUED INTEREST RECEIVABLE 163035 CASH SURRENDER VALUE OF LIFE INSURANCE 1144510 SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS 23448 16465951 DUE TO AFFILIATES 3277612 DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE 2809614 AGENCY PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES 377208 6464434 29656004 -1981230 3148219 1166989 28489015 110786 110786 28599801 19734960 3148219 3148219 16586741 110786 110786 16697527 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 55314 25688 29626 7338 13519 3946 WOMEN'S BASKETBALL GOLF OUTING 37195 17500 19695 450 8480 11212 5779 6083 92509 43188 49321 450 15818 24731 5779 10029 56807 -7486 WI 1 0 0 0 0 0 1 UNIVERSITY OF WISCONSIN-MILWAUKEE 2200 E KENWOOD BLVD MILWAUKEE WI 532113361 396006492 501(C)3 10309365 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 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 SCHOLARSHIPS 2191 3743778 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 99323 126898 20000 0 0 0 5966 0 0 25680 125289 152578 0 0 MARK MONE PHD EX-OFFICIO; NON-VOTING 0 338763 0 0 0 0 0 0 0 28991 0 367754 0 0 CURTIS STANG COO EX-OFFICIO; NON-VOTING 129913 0 0 0 0 0 6666 0 26254 0 162833 0 0 0 PART I, LINE 1A PART I, LINE 1A: DUES PAID FOR DAVID GILBERT - $8,341 X 45 1247736 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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 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 11A, I THE UWM FOUNDATION INC 1 THE UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVE MILWAUKEE WI 53202 208297675 IP MANAGER FROM UWM WI 501(C)3 LINE 11A, I THE UWM FOUNDATION INC 1 UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 E KENWOOD BLVD MILWAUKEE WI 532113361 396006492 EDUCATION INSTITUTION WI 501(C)3 LINE 5 N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 UWM REAL ESTATE FOUNDATION D 20000 FMV UWM RESEARCH FOUNDATION D 6000000 FMV UWM REAL ESTATE FOUNDATION O 163000 FMV UWM REAL ESTATE FOUNDATION B 100000 FMV UWM RESEARCH FOUNDATION B 200000 FMV