THE UWM REAL ESTATE FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE UWM REAL ESTATE FOUNDATION INC (EIN 94-7809136)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-04-21
IRS object ID: 201521119349300522
Schema version: 2013v4.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-21T13:35:15-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390758449	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WIPFLI LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10000 INNOVATION DRIVE SUITE 250	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	532264837	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	947809136	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE UWM REAL ESTATE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	UWMR	BusinessNameControlTxt
Phone	4149064645	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1440 EAST NORTH AVENUE	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CURTIS STANG	PersonNm
Person Title	COO	PersonTitleTxt
Phone	4149064645	PhoneNum
Signature	2015-04-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVE GLOBIG	PreparerPersonNm
PTIN	P01356041	PTIN
Phone	4144319300	PhoneNum
Preparation	2015-04-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CURTIS STANG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1440 EAST NORTH AVENUE	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$13,155,193	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UWMREALESTATEFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2005	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	TO PARTNER WITH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP AND HOLD REAL ESTATE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE. UWM REAL ESTATE FOUNDATION HOLDINGS MAY INCLUDE ANY PROPERTIES THAT ADVANCE THE MISSION OF THE UNIVERSITY SUCH AS RESIDENCE HALLS, RESEARCH AND ACADEMIC SPACE, AND FACILITIES TO PROMOTE ECONOMIC DEVELOPMENT.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,641,309	PYContributionsGrantsAmt
CY Contributions Grants	$4,621,302	CYContributionsGrantsAmt
PY Program Service Revenue	$7,047,148	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,087,870	CYProgramServiceRevenueAmt
PY Investment Income	-$32,443	PYInvestmentIncomeAmt
CY Investment Income	-$231,137	CYInvestmentIncomeAmt
PY Other Revenue	$74,355	PYOtherRevenueAmt
CY Other Revenue	$358,536	CYOtherRevenueAmt
PY Total Revenue	$9,730,369	PYTotalRevenueAmt
CY Total Revenue	$12,836,571	CYTotalRevenueAmt
PY Grants And Similar Paid	$327,974	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$11,169,486	PYOtherExpensesAmt
CY Other Expenses	$11,196,429	CYOtherExpensesAmt
PY Total Expenses	$11,497,460	PYTotalExpensesAmt
CY Total Expenses	$11,196,429	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,767,091	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,640,142	CYRevenuesLessExpensesAmt
Total Assets BOY	$89,806,112	TotalAssetsBOYAmt
Total Assets EOY	$94,351,161	TotalAssetsEOYAmt
Total Liabilities BOY	$95,353,443	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$97,696,059	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$5,547,331	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$3,344,898	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PARTNER WITH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP AND HOLD REAL ESTATE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE. UWM REAL ESTATE FOUNDATION HOLDINGS MAY INCLUDE ANY PROPERTIES THAT ADVANCE THE MISSION OF THE UNIVERSITY SUCH AS RESIDENCE HALLS, RESEARCH AND ACADEMIC SPACE, AND FACILITIES TO PROMOTE ECONOMIC DEVELOPMENT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$11,119,429	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$6,758,351	RevenueAmt
Desc	OPERATION OF TWO RESIDENTIAL HALLS FOR STUDENTS: 488 BED RESIDENCE HALL NAMED RIVERVIEW AND A 700 BED RESIDENCE HALL NAMED CAMBRIGE FOR STUDENTS FO THE UNIVERSITY OF WISCONSIN-MILWAUKEE. DEVELOPMENT OF THE NEW INNOVATION CAMPUS.	Desc
Total Program Service Expenses	$11,119,429	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CURTIS A STANG	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	4149064645	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1440 EAST NORTH AVENUE	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MARK BRICKMAN
DIRECTOR	1.00	Yes (X)	$0	$0	$0
CHRISTINA FIASCA
DIRECTOR	1.00	Yes (X)	$0	$0	$0
BRUCE BLOCK
CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
ARTHUR SMITH
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DAVID CLARK
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
DAVID LUBAR
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
DAVID GILBERT
EX-OFFICIO, PRESIDENT	24.00	Yes (X)	$0	$218,194	$26,109	Yes (X)	37.00
CURTIS STANG
EX-OFFICIO, COO	24.00		$0	$124,039	$31,431	Yes (X)	26.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$342,233	TotReportableCompRltdOrgAmt
Total Other Compensation	$57,540	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
MIRON CONSTRUCTION
1471 MCMAHON RD	NEENAH	WI	54956	BUILDERS	$1,059,017
UNIVERSITY OF WISCONSIN - MILWAUKEE
3230 E KENWOOD BLVD	MILWAUKEE	WI	53211	MANAGEMENT SERVICES	$700,000
REINHART BOERNER VAN DEUREN
1000 NORTH WATER STREET 1700	MILWAUKEE	WI	53202	LEGAL SERVICES	$333,741
RITEWAY BUS SERVICE INC
6970 S 6TH STREET	MILWAUKEE	WI	53154	SHUTTLE TRANSPORTATION	$270,845
TRAVELERS
ONE TOWER SQUARE	HARTFORD	CT	06183	INSURANCE	$185,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,594,180	GovernmentGrantsAmt
All Other Contributions	$2,027,122	AllOtherContributionsAmt
Total Contributions	$4,621,302	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	STUDENT HOUSING	Desc
Business	531310	BusinessCd
Total Revenue Column	$8,087,870	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,758,351	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,329,519	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,087,870	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,089	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,089	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$49,252	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$49,252	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$49,252	TotalRevenueColumnAmt
Related Or Exempt Func Income	$49,252	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$82,396	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,654	SecuritiesAmt
Other	$315,968	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$2,654	SecuritiesAmt
Other	-$233,572	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$236,226	TotalRevenueColumnAmt
Exclusion	-$236,226	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EASEMENT REVENUE	531390	$299,783	$299,783
MANAGEMENT FEES	531390	$9,001		$9,001
OTHER	531390	$500		$500

Field	Value	IRS element (for citing)
Other Revenue Total	$309,284	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,836,571	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,822,193	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,393,076	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,274,389	TotalAmt
Program Services	$1,274,389	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,626	TotalAmt
Program Services	$11,626	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,500	TotalAmt
Program Services	$1,500	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,692	TotalAmt
Program Services	$5,692	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$43,826	TotalAmt
Program Services	$43,826	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,073,251	TotalAmt
Program Services	$1,073,251	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$330,681	TotalAmt
Program Services	$330,681	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$386	TotalAmt
Program Services	$386	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,652,123	TotalAmt
Program Services	$4,652,123	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,320,930	TotalAmt
Program Services	$3,320,930	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$287,768	TotalAmt
Program Services	$287,768	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
UWMF ALLOCATION	$77,000	$77,000
BAD DEBT EXPENSE	$71,937		$71,937

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$45,320	TotalAmt
Program Services	$45,320	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,196,429	TotalAmt
Program Services	$11,119,429	ProgramServicesAmt
Management And General	$77,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,334,972	BOYAmt
EOY	$1,308,202	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$218,340	BOYAmt
EOY	$2,543	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,143,911	BOYAmt
EOY	$2,508,066	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$406,448	BOYAmt
EOY	$420,598	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$143,086	BOYAmt
EOY	$172,987	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$102,034,766	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$14,315,132	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$83,562,782	BOYAmt
EOY	$87,719,634	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,518,341	BOYAmt
EOY	$1,685,516	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$478,232	BOYAmt
EOY	$533,615	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,806,112	BOYAmt
EOY	$94,351,161	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,043,845	BOYAmt
EOY	$6,541,690	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$150,250	BOYAmt
EOY	$205,229	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,140,000	BOYAmt
EOY	$46,465,504	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$30,960,948	BOYAmt
EOY	$27,012,944	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,058,400	BOYAmt
EOY	$17,470,692	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$95,353,443	BOYAmt
EOY	$97,696,059	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$7,478,637	BOYAmt
EOY	-$5,625,077	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,931,306	BOYAmt
EOY	$2,280,179	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$5,547,331	BOYAmt
EOY	-$3,344,898	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$89,806,112	BOYAmt
EOY	$94,351,161	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,640,142	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$562,291	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Certification	Yes (X)	CertificationInd
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEIN	Organization TypeOrganizationTypeDesc	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt
UNIVERSITY OF WISCONSIN-MILWAUKEE
396006492	501(C)(3)	Yes (1)	$0
THE UWM FOUNDATION
237337744	5	Yes (1)	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	2	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt

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 D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,328,534	OtherCostOrOtherBasisAmt
Book Value	$19,328,534	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,887,332	OtherCostOrOtherBasisAmt
Depreciation	$13,203,911	DepreciationAmt
Book Value	$64,683,421	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,501,424	OtherCostOrOtherBasisAmt
Depreciation	$1,111,221	DepreciationAmt
Book Value	$2,390,203	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,317,476	OtherCostOrOtherBasisAmt
Book Value	$1,317,476	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$87,719,634	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$16,116,228
INTEREST RATE SWAP AGREEMENT	$1,354,464

Field	Value	IRS element (for citing)
Total Liability	$17,470,692	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,635,088	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$562,291	OtherRevenueAmt
Revenue Not Reported	$562,291	RevenueNotReportedAmt
Revenue Subtotal	$13,072,797	RevenueSubtotalAmt
Other Revenues Not Included	-$236,226	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$236,226	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,836,571	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,432,655	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$11,432,655	ExpensesSubtotalAmt
Other Expenses Not Included	-$236,226	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$236,226	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,196,429	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN INTEREST RATE SWAP AGREEMENT 562,291.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON SALE -236,226.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON SALE -236,226.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
DAVID GILBERT
EX-OFFICIO, PRESIDENT	$0	$218,194	$0	$0	$0	$0	$0	$3,603	$0	$22,506	$0	$244,303	$0	$0
CURTIS STANG
EX-OFFICIO, COO	$0	$124,039	$0	$0	$0	$0	$0	$6,374	$0	$25,057	$0	$155,470	$0	$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
A	391186734	2010-06-30	$28,065,000	REFINANCING DEBT	0	0	0
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
B	391186734	2009-08-21	$15,000,000	DORM CONSTRUCTION	0	0	0
REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
C	391186734	2009-08-21	$6,500,000	DORM CONSTRUCTION	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$1,425,000	$28,065,000	$240,000	$27,825,000	2010	Yes (1)	Yes (1)	Yes (1)
B	$1,674,496	$15,000,000			2011	0	Yes (1)	Yes (1)	$15,000,000
C		$6,500,000			2011	0	Yes (1)	Yes (1)	$6,500,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	0
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	0
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BMO HARRIS
A	0	Yes (1)	0	0	Yes (1)	Yes (1)	5.000000000000	0	0	0	0	0
BMO HARRIS
B	0	Yes (1)	0	0	Yes (1)	Yes (1)	4.000000000000	0	0	0	0	0
BMO HARRIS
C	Yes (1)				0	0	5.000000000000	0	0	0	0	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	0
B	0
C	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	BRUCE T. BLOCK IS A MEMBER OF LAWFIRM THAT HAS, FROM TIME TO TIME, REPRESENTED INDIVIDUALS ON THE BOARD OF DIRECTORS AND/OR COMPANIES THEY ARE AFFILIATED WITH. THESE INDIVIDUALS INCLUDE DAVID CLARK, MARK BRICKMAN, DAVID LUBAR, AND DAVID GILBERT.
FORM 990, PART VI, SECTION A, LINE 6	THE CORPORATION HAS A SINGLE MEMBER, THE UWM FOUNDATION, INC.
FORM 990, PART VI, SECTION A, LINE 7A	THE SOLE MEMBER, THE UWM FOUNDATION, APPOINTS THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 IS MADE AVAILABLE TO THE TREASURER, AND THEN THE FULL BOARD, FOR COMMENTS 14 DAYS IN ADVANCE OF WHEN THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUAL DISCLOSURES AND ONGOING DISCLOSURES MONITORED BY THE PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION OF TOP MANAGEMENT OVERSEEN BY THE UWM FOUNDATION (RELATED ENTITY).
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B:	DAVID GILBERT: UWM FOUNDATION - 8 HOURS/WEEK UWM RESEARCH FOUNDATION - 2 HOURS/WEEK UNIVERSITY OF WISCONSIN - MILWAUKEE - 27 HOURS/WEEK CURTIS STANG: UWM FOUNDATION - 24 HOURS/WEEK UWM RESEARCH FOUNDATION - 2 HOURS/WEEK
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 562,291.
FORM 990, PART XII, LINE 2C	THERE WERE NO CHANGES IN EITHER THE OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS OR SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UWM INNOVATION PARK LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1440 E NORTH AVE	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
EIN	010967094	EIN
Primary Activities	DEVELOP INNOVATION PARK	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
End Of Year Assets	$25,407,845	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE UWM REAL ESTATE FOUNDATION INC	BusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1
THE UWM FOUNDATION INC
1440 E NORTH AVE	MILWAUKEE	WI	53202	237337744	SUPPORTING ORGANIZATION FOR THE UNIVERSITY OF WISCONSIN-MILWAUKEE	WI	501(C)(3)	LINE 5	N/A	0
THE UWM RESEARCH FOUNDATION INC
1440 E NORTH AVE	MILWAUKEE	WI	53202	208297675	UNIVERSITY OF WISCONSIN-MILWAUKEE IP MANAGER	WI	501(C)(3)	LINE 11A, I		0	THE UWM FOUNDATION INC
UNIVERSITY OF WISCONSIN-MILWAUKEE
PO BOX 413	MILWAUKEE	WI	53201	396006492	EDUCATION	WI	501(C)(3)		N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd