UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201320449349300457
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T07:52:28-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390972350 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - EAU CLAIRE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7158362000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547014811 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMERA M WAY | Name |
| Title | PRESIDENT | Title |
| Phone | 7158365180 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROB GANSCHOW CPA | Name |
| PTIN | P01374207 | PTIN |
| Phone | 7158323407 | Phone |
| Date Prepared | 2013-02-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIMERA M WAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547014811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7434387 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWEC.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION WAS FORMED TO FURTHER THE GOALS OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE BY SOLICITING AND RECEIVING GIFTS AND BEQUESTS OF PROPERTY FOR THE DEVELOPMENT, PROMOTION, AND BENEFIT OF THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5507418 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5351645 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2556236 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2003084 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -206009 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8063654 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7148720 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3962600 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4172111 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 411964 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 856796 | OtherExpensePriorYear |
| Other Expenses Current Year | 1093137 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4819396 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5265248 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3244258 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1883472 | RevenuesLessExpensesCY |
| Total Assets BOY | 43940476 | TotalAssetsBOY |
| Total Assets EOY | 48222035 | TotalAssetsEOY |
| Total Liabilities BOY | 370607 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3405392 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43569869 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44816643 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. SHALL BE: A) TO SOLICIT, RECEIVE AND HOLD GIFTS, GRANTS, DEVISES AND BEQUESTS OF MONEY, PROPERTY, AND OTHER ITEMS OF VALUE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, AND THE FACULTY AND STUDENTS THEREOF;B) TO INVEST AND REINVEST THE SAME;C) TO GIVE AND TO GRANT TO THE UNIVERSITY GIFTS, GRANTS AND BEQUESTS OF MONEY AND OTHER ITEMS OF VALUE FOR EDUCATIONAL AND/OR RESEARCH PURPOSES, AND TO AID AND ASSIST THE QUALIFIED EDUCATIONAL, RESEARCH AND SERVICE PROGRAMS OF THE UNIVERSITY, IT'S FACULTY AND STUDENTS;D) TO OTHERWISE ASSIST THE UNIVERSITY IN ACHIEVING ITS EDUCATIONAL, RESEARCH AND SERVICE PURPOSES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2576821 | Expense |
| Grants | 2576821 | Grants |
| Description | THE FOUNDATION DISBURSED 60% OF THEIR TOTAL EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 850 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1595290 | Expense |
| Grants | 1595290 | Grants |
| Description | STUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. $1,536,970 WAS AWARDED TO STUDENTS THIS PAST YEAR. THIS EQUATES TO 37% OF TOTAL EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS IS OVER 1,000 STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 122313 | Expense |
| Description | THE THIRD LARGEST AREA OF FOUNDATION FUNDING SUPPORT IS FOR THE ALUMNI OFFICE. THE ALUMNI OFFICE COORDINATES EVENTS ON CAMPUS AND IN OTHER CITIES ACROSS THE UNITED STATES FOR ALUMNI GATHERINGS. NUMEROUS EVENTS ARE HELD EACH YEAR WITH THOUSANDS OF ALUMNI IN ATTENDANCE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14549 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14549 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4308973 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMERA WAYJERRY IVES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7158362000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW D BURISH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ANN GUNDERSON THORNBURG | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BARRY B MOULLET | ||||||
| VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| BETSY KELL | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| CARL HOLMQUIST | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CASEY SYLLA | ||||||
| PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| CATHY SULTAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHARLES GRAUPNER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHARLES LASKER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHARLES R BAUER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DAVID LASSEK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR DONALD MASH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR JAMES M ANDERSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR JERRY L SMITH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR VICKI LORD LARSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| EVELYN ZABO | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| GEORGE F STROEBEL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| GERALD H JACOBSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JAMES VAUDREUIL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JANE LOKKEN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JEANNIE FLESCH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JERRY STROP | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JIM MELLINGER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOANNE BRANDES | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| JULIE L PECK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| KIM SCHULTZ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LARRY J ALLEN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MELISSA HOEPPNER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| NEIL LIPINSKI | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PETE FERNHOLZ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RICK SCHRODER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ROBERT MICKELSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SARA MELLINGER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SARAH TWEEDALE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SCOTT A PETERSON | ||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | X |
| SHARLENE P KREITLOW | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| STEVE BIEN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| TERRY SCHADEBERG | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| TIMOTHY HOEPPNER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM J KLISH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DONNA J WEBER | ||||||
| ASSISTANT TREASURER | 0.00 | 0 | 0 | 0 | X | |
| JERRY IVES | ||||||
| ASSISTANT TREASURER | 40.00 | 0 | 0 | 0 | X | |
| KIMERA M WAY | ||||||
| PRESIDENT | 50.00 | 0 | 0 | 0 | X | |
| ROBIN LEARY | ||||||
| ASSISTANT SECRETARY | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 40 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 40 | NumberOfContractorsGT100K |
| All Other Contributions | 5351645 | AllOtherContributions |
| Noncash Contributions | 182490 | NoncashContributions |
| Total Contributions | 5351645 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 781445 | TotalRevenueColumn |
| Exclusion | $781,445 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63064 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 269073 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -206009 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -206009 | TotalRevenueColumn |
| Related Or Exempt Function Income | -206009 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1238233 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16594 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1221639 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1221639 | TotalRevenueColumn |
| Exclusion | $1,221,639 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7148720 | TotalRevenueColumn |
| Related Or Exempt Function Income | -206009 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,003,084 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2576821 | Total |
| Program Services | 2576821 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1595290 | Total |
| Program Services | 1595290 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10835 | Total |
| Management And General | 10835 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27366 | Total |
| Management And General | 27366 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63417 | Total |
| Management And General | 20520 | ManagementAndGeneral |
| Fundraising | 42897 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46288 | Total |
| Management And General | 76 | ManagementAndGeneral |
| Fundraising | 46212 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10339 | Total |
| Management And General | 10339 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274 | Total |
| Management And General | 274 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7906 | Total |
| Management And General | 7906 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| SOLICITATION EXPENSE | 593443 | 448754 | 144689 | |
| ALUMNI ASSOCIATION EXPE | 122313 | 122313 | ||
| CULTIVATION AND HOSPITA | 52827 | 52827 | ||
| STUDENT HELP/STIPENDS/A | 51580 | 51580 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106549 | Total |
| Program Services | 14549 | ProgramServices |
| Management And General | 18241 | ManagementAndGeneral |
| Fundraising | 73759 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5265248 | Total |
| Program Services | 4308973 | ProgramServices |
| Management And General | 544311 | ManagementAndGeneral |
| Fundraising | 411964 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98170 | BOY |
| EOY | 250506 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2028807 | BOY |
| EOY | 3015884 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1929541 | BOY |
| EOY | 1874177 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1202500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20801 | BOY |
| EOY | 44097 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1322723 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16278 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294483 | BOY |
| EOY | 1306445 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33611102 | BOY |
| EOY | 32816924 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5957572 | BOY |
| EOY | 7711502 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43940476 | BOY |
| EOY | 48222035 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65607 | BOY |
| EOY | 311239 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2826554 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305000 | BOY |
| EOY | 267599 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370607 | BOY |
| EOY | 3405392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983664 | BOY |
| EOY | 839237 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33653965 | BOY |
| EOY | 34434506 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8932240 | BOY |
| EOY | 9542900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43569869 | BOY |
| EOY | 44816643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43940476 | BOY |
| EOY | 48222035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1883472 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -636698 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4209526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4938929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3966751 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5506418 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5351645 | CurrentTaxYear |
| Total | 23973269 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4209526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4938929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3966751 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5506418 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5351645 | CurrentTaxYear |
| Total | 23973269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 487233 | AmountsSubstContributorsTotal |
| Public Support Total170 | 23486036 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 871626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -41783 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -754402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 898177 | CurrentTaxYearMinus1Year |
| Current Tax Year | 781445 | CurrentTaxYear |
| Total | 1755063 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 25728332 | TotalSupport |
| Public Support Pertcentage170 | 0.91280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Aggregate DAF Value | 65998 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 4 | TotalNumberOfEasements |
| Total Acreage | 314.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 20.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42586205 | BeginningOfYearBalance |
| Contributions | 4883715 | Contributions |
| Investment Earnings Or Losses | 1316270 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1779250 | GrantsOrScholarships |
| Other Expenditures | 3029534 | OtherExpenditures |
| End Of Year Balance | 43977406 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35469651 | BeginningOfYearBalance |
| Contributions | 5058890 | Contributions |
| Investment Earnings Or Losses | 6741899 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1873694 | GrantsOrScholarships |
| Other Expenditures | 2810541 | OtherExpenditures |
| End Of Year Balance | 42586205 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32228928 | BeginningOfYearBalance |
| Contributions | 3438830 | Contributions |
| Investment Earnings Or Losses | 3834390 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1583971 | GrantsOrScholarships |
| Other Expenditures | 2448526 | OtherExpenditures |
| End Of Year Balance | 35469651 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35620324 | BeginningOfYearBalance |
| Contributions | 5438216 | Contributions |
| Investment Earnings Or Losses | -5498181 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1399201 | GrantsOrScholarships |
| Other Expenditures | 1932230 | OtherExpenditures |
| End Of Year Balance | 32228928 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.78300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21700 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 478539 | InvestmentCostOrOtherBasis |
| Book Value | 478539 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 820876 | InvestmentCostOrOtherBasis |
| Depreciation | 14658 | Depreciation |
| Book Value | 806218 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 23308 | InvestmentCostOrOtherBasis |
| Depreciation | 1620 | Depreciation |
| Book Value | 21688 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1306445 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BEQUESTS RECEIVABLE | 6046267 |
| ADVANCES TO THE UNIVERSITY | 624385 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 301801 |
| SPLIT INTEREST AGREEMENTS | 258517 |
| ACCRUED INTEREST RECEIVABLE | 20810 |
| DEPOSITS | 1531 |
| RENT RECEIVABLE | 63064 |
| CONTRACTED WORK RECEIVABLE | 395127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7711502 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PLEDGES PAYABLE | Description |
| Amount | $267,599 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 267599 | TotalOfAmounts |
| Total Revenue | 7148720 | TotalRevenue |
| Total Expenses | 5265248 | TotalExpenses |
| Excess Or Deficit For Year | 1883472 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1993992 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 48789 | DonatedServicesAndFacilities |
| Other | $1,308,505 | OtherAmount |
| Total Adjustments | -636698 | TotalAdjustments |
| Excess Or Deficit Per FS | 1246774 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6781095 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1993992 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 48789 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1308505 | OtherRevenues |
| Revenue Not Rptd F990 | -636698 | RevenueNotRptdF990 |
| Revenue Subtotal | 7417793 | RevenueSubtotal |
| Other Revenues Not Included | -269073 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -269073 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7148720 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5534321 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 269073 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 269073 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5265248 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5265248 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION ADOPTED ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, DURING 2011. ASC TOPIC 740-10 REQUIRES FOUNDATIONS TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF 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 RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2012. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2010, AND 2009, REMAIN SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE. THE RETURN FOR THE YEAR ENDED JUNE 30, 2012, IS NOT YET DUE AND HAS NOT YET BEEN FILED AS OF THE REPORT DATE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BEQUESTS 1,305,725. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,390. CHAGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 17,170. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,308,505. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BEQUESTS 1,305,725. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,390. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 17,170. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -269,073. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 269,073. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - EAU CLAIRE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391805963 | EINOfRecipient |
| Amount Of Cash Grant | 2576821 | AmountOfCashGrant |
| Purpose Of Grant | UNIVERSITY DEPARTMENT SUPPORT | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STUDENT SCHOLARSHIPS | 1183 | 1536970 |
| FACULTY/STAFF AWARDS | 33 | 58320 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 177558 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4932 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | A BROKER IS HIRED TO SELL DONATED STOCK GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ONE BOARD MEMBER WORKS AT A LEGAL FIRM THAT THE FOUNDATION OCCASIONALLY EMPLOYS | |
| FORM 990, PART VI, SECTION B, LINE 11 | 990 IS EMAILED TO ALL AUDIT COMMITTEE MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER COMPLETES A CONFLICT OF INTEREST STATEMENT AND THEY ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY WAY OF THE ORGANIZATION'S WEBSITE OR UPON REQUEST. | |
| FORM 990, PART VII | ANDREW D BURISH - 4273 BLACKSTONE COURT, MIDDLETON, WI 53562. ANN GUNDERSON THORNBURG - 85 E. INDIA ROW, APT 31A, BOSTON, MA 02110. BARRY B MOULLET - 4071 S ATLANTIC AVE, APT #705, NEW SMYRNA BEACH, FL 32169. BETSY KELL - 3727 GOLD RIDGE DRIVE, EAU CLAIRE, WI 54701. CARL HOLMQUIST - N7142 WATERS EDGE ROAD, BLACK RIVER FALLS, WI 54615. CASEY SYLLA - 26400 N 106TH WAY, SCOTTSDALE, AZ 85255. CATHY SULTAN - 1451 BLACKBERRY ROAD, EAU CLAIRE, WI 54701. CHARLES GRAUPNER - 100 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202. CHARLES LASKER - PO BOX 2461, CAREFREE, AZ 85377. CHARLES R BAUER - 232 HEATHER ROAD, EAU CLAIRE, WI 54701. DAVID LASSEK - 3560 GRAVES DRIVE, RED WING, MN 55066. DR. DONALD MASH - 7125 PARK SHORES COURT, MIDDLETON, WI 53562. DR. JAMES M ANDERSON - 24149 CEDAR ROAD, LYNDHURST, OH 44122. DR. JERRY L SMITH - 225 DICK JONES ROAD, HAYESVILLE, NC 28904. DR. VICKI LORD LARSON - 3003 PUTNAM GLEN PLACE, EAU CLAIRE, WI 54701. EVELYN ZABO - 706 7TH AVENUE NW, ISSAQUAH, WA 98027. GEORGE F STROEBEL - 779 130TH STREET, AMERY, WI 54001. GERALD H JACOBSON - 202 NORTH BRIDGE STREET, CHIPPEWA FALLS, WI 54729. JAMES VAUDREUIL - 1807 HIGH POINT DRIVE, ALTOONA, WI 54720. JANE LOKKEN - 402 GRAHAM AVENUE, EAU CLAIRE, WI 54702. JEANNIE FLESCH - 595 CARDINAL HILL LANE, POWELL, OH 43065. JERRY STROP - 3 RICHARDSON ROAD, CASTLE ROCK, CO 80104. JIM MELLINGER - 919 EMERALD BLVD, SOUTHLAKE, TX 76092. JOANNE BRANDES - 9130 KENSINGTON WAY, FRANKLIN, WI 53132. JULIE L. PECK - W234 S7050 BIG BEND DRIVE, BIG BEND, WI 53103. KIM SCHULTZ - 4217 BUCHANAN ROAD, OCONOMOWOC, WI 53066. LARRY J. ALLEN - 702 BRENTWOOD LANE, EAGAN, MN 55123. MELISSA HOEPPNER - 811 N HIGHLAND AVENUE, ARLINGTON HEIGHTS, IL 60004. NEIL LIPINSKI - 277 PARK AVENUE, NEW YORK, NY 10172. PETE FERNHOLZ - 655 LONE OAK DRIVE, EAGAN, MN 55121. RICK SCHRODER - 706 7TH AVENUE NW, ISSAQUAH, WA 98027. ROBERT MICKELSON - 1038 NORTH LAKE STREET, NEENAH, WI 54956. SARA MELLINGER - 919 EMERALD BLVD, SOUTHLAKE, TX 76092. SARAH TWEEDALE - 444 MURRAY HALL, 11 GARFIELD AVE, EAU CLAIRE, WI 54701. SCOTT A PETERSON - 9236 TEWSBURY GATE, MAPLE GROVE, MN 55311. SHARLENE P KREITLOW - 15854 93RD AVENUE, CHIPPEWA FALLS, WI 54729. STEVE BIEN - PO BOX 810, EAU CLAIRE, WI 54702. TERRY SCHADEBERG - 934 LEXINGTON WAY, WAUNAKEE, WI 53597. TIMOTHY HOEPPNER - 811 N HIGHLAND AVENUE, ARLINGTON HEIGHTS, IL 60004. WILLIAM J. KLISH - 1421 S FARWELL STREET, EAU CLAIRE, WI 54701. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,993,992. DONATED SERVICES AND USE OF FACILITIES: 48,789. CHANGE IN VALUE OF BEQUESTS 1,305,725. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,390. CHAGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 17,170. TOTAL TO FORM 990, PART XI, LINE 5: -636,698. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | BOARD OF DIRECTORS SELECTS INDEPENDENT AUDITOR. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUGOLD REAL ESTATE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVE | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273422735 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | -206009 | TotalIncome |
| EOY Assets | 2750187 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC | BusinessNameLine1 |
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