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 237337744 THE UWM FOUNDATION INC UWMF 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS A STANG COO 4149064645 2015-04-16 1 DAVE GLOBIG P01356041 4144319300 2015-04-15 2013 2016-02-25 16:41:14Z CURTIS A STANG 1440 EAST NORTH AVE MILWAUKEE WI 53202 71745170 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. 31 31 69 35 0 0 11095532 10655456 0 0 2557727 10681843 -20574 22967 13632685 21360266 10245991 11096100 0 0 782548 807247 0 0 231280 918593 847530 11947132 12750877 1685553 8609389 113867222 124716049 5318784 6210135 108548438 118505914 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 3554211 3554211 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. 4112394 4112394 0 EDUCATION: GENERAL SUPPORT OF UW-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. 2998114 2998114 0 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 533109 431381 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. 533109 431381 0 11197828 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 102 0 1 69 1 0 0 0 0 0 1 1 0 0 0 0 X 31 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 ROBERT BUKOWSKI DIRECTOR 1.00 X 0 0 0 TONIT CALAWAY DIRECTOR (THRU 4/13) 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 JACQUELYN FREDRICK 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 ROGER KRIETE DIRECTOR (THRU 11/13) 1.00 X 0 0 0 H CARL MUELLER 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 DAVID NICHOLAS DIRECTOR (THRU 12/13) 1.00 X 0 0 0 JILL PELISEK DIRECTOR 1.00 X 0 0 0 JOSEPH POEHLING DIRECTOR 1.00 X 0 0 0 RONALD SADOFF 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 1.00 X 0 0 0 GREGG TUSHAUS DIRECTOR 1.00 X 0 0 0 GREGORY UHEN DIRECTOR 1.00 X 0 0 0 DARYL WASZAK DIRECTOR (THRU 12/13) 1.00 X 0 0 0 DOUGLAS WEAS DIRECTOR 1.00 X 0 0 0 NICHOLAS WILSON DIRECTOR 1.00 X 0 0 0 MARY ANN WRIGHT DIRECTOR 1.00 X 0 0 0 DEVONA WRIGHT COTTRELL DIRECTOR 1.00 X 0 0 0 CHRISTINA FIASCA CHAIR 1.00 X X 0 0 0 F WILLIAM HABERMAN VICE CHAIR 1.00 X X 0 0 0 ANDREW SCHIESL SECRETARY 1.00 X X 0 0 0 FREDERICK SITZBERGER TREASURER 1.00 X X 0 0 0 DAVID GILBERT PRES EX-OFFICIO;NON-VOTING 8.00 53.00 X 72084 146110 26109 MICHAEL LOVELL MD EX-OFFICIO; NON-VOTING 1.00 X 0 330190 22638 MARK MONE MD EX-OFFICIO; NON-VOTING 1.00 X 0 0 0 ALLYSON NEMEC EX-OFFICIO; NON-VOTING 1.00 X 0 0 0 DAVID MISKY EX-OFFICIO; NON-VOTING 1.00 X 0 0 0 CURTIS STANG COO EX-OFFICIO; NON-VOTING 24.00 26.00 X 124039 0 31431 196123 476300 80178 1 0 1 0 KVG BUILDING CORP 802 N 109TH STREET MILWAUKEE WI 53226 BUILDERS 201326 1 42635 10612821 1786056 10655456 2064973 2064973 58927064 50310194 8616870 8616870 8616870 63580 42635 51976 11604 11604 34097 22734 11363 11363 21360266 0 0 10704810 8091986 8091986 3004114 3004114 197887 197887 348601 281731 66870 56050 56050 116965 116965 87744 82628 5116 2678 2678 20176 20176 128998 128998 269999 80213 172573 17213 98524 47526 50998 2795 2795 119165 119165 27201 1339 7103 18759 43184 43184 13334 13334 121476 49152 72324 12750877 11197828 1321769 231280 2535373 2178240 13526812 11693550 98513 50169 6388 47541 989896 469611 364778 520285 84436043 90851794 12899315 19374470 113867222 124716049 331855 333586 4986929 5876549 5318784 6210135 X 3322466 4061522 86619998 95382879 18605974 19061513 108548438 118505914 113867222 124716049 8609389 1348087 0 X X 0 1 X 1 0 X 11417274 16589287 20302603 11095532 10667060 70071756 11417274 16589287 20302603 11095532 10667060 70071756 10359710 59712046 1779832 1713008 1973004 2340312 2064973 9871129 79942885 385991 0.74690 0.74840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20855072 492889 2803293 1554513 22596741 20167678 455866 1799200 1567672 20855072 21057535 698503 -105639 1482721 20167678 15354154 2761784 3230333 288736 21057535 13352525 587149 1711951 297471 15354154 0.86000 0.14000 0 0 989896 469611 520285 520285 DUE FROM AFFILIATES 18053830 ACCRUED INTEREST RECEIVABLE 241045 CASH SURRENDER VALUE OF LIFE INSURANCE 1056147 SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS 23448 19374470 DUE TO AFFILIATES 3284096 DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE 2215245 AGENCY PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES 377208 5876549 X 22602089 1348087 22734 1370821 21231268 128998 128998 21360266 12644613 22734 22734 12621879 128998 128998 12750877 PART V, LINE 4: THE ENDOWMENT FUNDS ENABLE COLLEGES AND DEPARTMENTS TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT STUDENTS. 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: RAFFLE EXPENSES IN REVENUE 22,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: RAFFLE EXPENSES IN REVENUE 22,734. MEN'S BASKETBALL GOLF OUTING 46515 18700 27815 7695 18112 1159 WOMEN'S BASKETBALL GOLF OUTING 59700 23935 35765 6880 14753 3377 106215 42635 63580 14575 32865 4536 51976 11604 34097 22734 0 34097 22734 22734 11363 WI 1 0 1 0 1.00000 0.00000 ELLIE TANKOVITCH 1440 E NORTH AVE MILWAUKEE WI 53202 0 0 1 UNIVERSITY OF WISCONSIN-MILWAUKEE 2200 E KENWOOD BLVD MILWAUKEE WI 532113361 396006492 501(C)3 7920986 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 171000 TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS SCHOLARSHIPS 1468 2847654 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 X 0 0 0 0 0 0 0 0 0 DAVID GILBERT PRES EX-OFFICIO;NON-VOTING 72084 146110 0 0 0 0 3603 0 0 22506 75687 168616 0 0 MICHAEL LOVELL MD EX-OFFICIO; NON-VOTING 0 330190 0 0 0 0 0 0 0 22638 0 352828 0 0 CURTIS STANG COO EX-OFFICIO; NON-VOTING 124039 0 0 0 0 0 6374 0 25057 0 155470 0 0 0 PART I, LINE 1A PART I, LINE 1A: DUES PAID FOR DAVID GILBERT - $7,887 X 8 425830 FMV X 31 147520 FMV X SOFTWARE 1 1000000 FAIR MARKET VALUE X VARIOUS 23 212706 FAIR MARKET VALUE 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 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 6000000 FMV UWM RESEARCH FOUNDATION B 171000 FMV UWM REAL ESTATE FOUNDATION O 163000 FMV