2015-04-21T13:35:15-05:00 2014-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2013-07-01 947809136 THE UWM REAL ESTATE FOUNDATION INC UWMR 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS STANG COO 4149064645 2015-04-16 1 DAVE GLOBIG P01356041 4144319300 2015-04-15 2013 2016-03-07 17:11:31Z CURTIS STANG 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 13155193 0 X WWW.UWMREALESTATEFOUNDATION.ORG X 2005 WI 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. 7 6 0 6 0 0 2641309 4621302 7047148 8087870 -32443 -231137 74355 358536 9730369 12836571 327974 0 0 0 0 0 0 0 0 11169486 11196429 11497460 11196429 -1767091 1640142 89806112 94351161 95353443 97696059 -5547331 -3344898 X 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. 0 0 11119429 0 6758351 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. 11119429 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X CURTIS A STANG 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 X MARK BRICKMAN DIRECTOR 1.00 X 0 0 0 CHRISTINA FIASCA DIRECTOR 1.00 X 0 0 0 BRUCE BLOCK CHAIR 1.00 X X 0 0 0 ARTHUR SMITH VICE CHAIR 1.00 X X 0 0 0 DAVID CLARK SECRETARY 1.00 X X 0 0 0 DAVID LUBAR TREASURER 1.00 X X 0 0 0 DAVID GILBERT EX-OFFICIO, PRESIDENT 24.00 37.00 X X 0 218194 26109 CURTIS STANG EX-OFFICIO, COO 24.00 26.00 X 0 124039 31431 0 342233 57540 0 0 1 0 MIRON CONSTRUCTION 1471 MCMAHON RD NEENAH WI 54956 BUILDERS 1059017 UNIVERSITY OF WISCONSIN - MILWAUKEE 3230 E KENWOOD BLVD MILWAUKEE WI 53211 MANAGEMENT SERVICES 700000 REINHART BOERNER VAN DEUREN 1000 NORTH WATER STREET 1700 MILWAUKEE WI 53202 LEGAL SERVICES 333741 RITEWAY BUS SERVICE INC 6970 S 6TH STREET MILWAUKEE WI 53154 SHUTTLE TRANSPORTATION 270845 TRAVELERS ONE TOWER SQUARE HARTFORD CT 06183 INSURANCE 185000 5 2594180 2027122 4621302 STUDENT HOUSING 531310 8087870 6758351 1329519 8087870 5089 5089 49252 0 49252 49252 49252 82396 2654 315968 -2654 -233572 -236226 -236226 EASEMENT REVENUE 531390 299783 299783 MANAGEMENT FEES 531390 9001 9001 OTHER 531390 500 500 309284 12836571 6822193 0 1393076 1274389 1274389 11626 11626 1500 1500 5692 5692 43826 43826 1073251 1073251 330681 330681 386 386 4652123 4652123 3320930 3320930 287768 287768 UWMF ALLOCATION 77000 77000 BAD DEBT EXPENSE 71937 71937 45320 45320 11196429 11119429 77000 0 1334972 1308202 218340 2543 2143911 2508066 406448 420598 143086 172987 102034766 14315132 83562782 87719634 1518341 1685516 478232 533615 89806112 94351161 5043845 6541690 150250 205229 47140000 46465504 30960948 27012944 12058400 17470692 95353443 97696059 X -7478637 -5625077 1931306 2280179 -5547331 -3344898 89806112 94351161 X 1640142 562291 X X 0 1 X 1 1 1 X X X X 0 0 0 UNIVERSITY OF WISCONSIN-MILWAUKEE 396006492 501(C)(3) 1 0 THE UWM FOUNDATION 237337744 5 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19328534 19328534 77887332 13203911 64683421 3501424 1111221 2390203 1317476 1317476 87719634 DUE TO AFFILIATES 16116228 INTEREST RATE SWAP AGREEMENT 1354464 17470692 X 13635088 562291 562291 13072797 -236226 -236226 12836571 11432655 0 11432655 -236226 -236226 11196429 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. 0 0 0 0 0 0 0 0 0 DAVID GILBERT EX-OFFICIO, PRESIDENT 0 218194 0 0 0 0 0 3603 0 22506 0 244303 0 0 CURTIS STANG EX-OFFICIO, COO 0 124039 0 0 0 0 0 6374 0 25057 0 155470 0 0 A REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE 391186734 2010-06-30 28065000 REFINANCING DEBT 0 0 0 B REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE 391186734 2009-08-21 15000000 DORM CONSTRUCTION 0 0 0 C REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE 391186734 2009-08-21 6500000 DORM CONSTRUCTION 0 0 0 A 1425000 28065000 240000 27825000 2010 1 0 1 1 B 1674496 15000000 15000000 2011 0 0 1 1 C 6500000 6500000 2011 0 0 1 1 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 A 0 1 0 0 1 1 BMO HARRIS 5.000000000000 0 0 0 0 0 B 0 1 0 0 1 1 BMO HARRIS 4.000000000000 0 0 0 0 0 C 1 0 0 BMO HARRIS 5.000000000000 0 0 0 0 0 A 0 B 0 C 0 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. UWM INNOVATION PARK LLC 1440 E NORTH AVE MILWAUKEE WI 53202 010967094 DEVELOP INNOVATION PARK WI 25407845 THE UWM REAL ESTATE FOUNDATION INC 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 THE UWM FOUNDATION INC 0 UNIVERSITY OF WISCONSIN-MILWAUKEE PO BOX 413 MILWAUKEE WI 53201 396006492 EDUCATION WI 501(C)(3) N/A 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 1