UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349302463
- Schema version
- 2012v2.1
- 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 F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T10:04:20-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390743975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRIDGET A BUSH | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 6082634545 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 537264090 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bridget A Bush | Name |
| Title | Treasurer | Title |
| Phone | 6082634545 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Romano | Name |
| Phone | 4142898200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL M KNETTER PRES CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 537264090 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1323581759 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUPPORTUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY OF WISCONSIN FOUNDATION AIDS THE UNIVERSITY OF WISCONSIN BY SOLICITING GIFTS AND BEQUESTS, ADMINISTERS AND INVESTS SECURITIES AND PROPERTY AND DISTRIBUTES PAYMENTS FOR THE BENEFIT OF UW-MADISON. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 276 | TotalNbrEmployees |
| Total Nbr Volunteers | 52 | TotalNbrVolunteers |
| Total Gross UBI | -2258694 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2373769 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 197541841 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 211242673 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102053343 | InvestmentIncomePriorYear |
| Investment Income Current Year | 135399272 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 122027 | OtherRevenuePriorYear |
| Other Revenue Current Year | 666464 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 299717211 | TotalRevenuePriorYear |
| Total Revenue Current Year | 347308409 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 211663494 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 213969934 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15704933 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16923801 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15798966 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18147806 | OtherExpensePriorYear |
| Other Expenses Current Year | 22098370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 245516233 | TotalExpensesPriorYear |
| Total Expenses Current Year | 252992105 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 54200978 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 94316304 | RevenuesLessExpensesCY |
| Total Assets BOY | 2532717884 | TotalAssetsBOY |
| Total Assets EOY | 2756835399 | TotalAssetsEOY |
| Total Liabilities BOY | 327591754 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 367938848 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2205126130 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2388896551 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF WISCONSIN FOUNDATION IS THE OFFICIAL NOT-FOR-PROFIT FUND RAISING CORPORATION FOR THE UNIVERSITY OF WISCONSIN MADISON (UW-MADISON). IT RECEIVES GIFTS AND BEQUESTS, ADMINISTERS AND INVESTS SECURITIES AND PROPERTY, AND DISBURSES PAYMENTS TO AND ON BEHALF OF UW-MADISON FOR ADVANCEMENT OF SCIENTIFIC, LITERARY, EDUCATIONAL, AND ATHLETIC PURPOSES. IN ADDITION, THE UNIVERSITY OF WISCONSIN FOUNDATION RECEIVES GIFTS AND BEQUESTS, ADMINISTERS AND INVESTS SECURITIES AND PROPERTY AND DISBURSES PAYMENTS TO AND ON THE BEHALF OF SEVERAL OTHER UNITS OF THE UNIVERSITY OF WISCONSIN SYSTEM FOR ADVANCEMENT OF SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 213969934 | Expense |
| Grants | 213969934 | Grants |
| Description | IN ACCORDANCE WITH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE, THE UNIVERSITY OF WISCONSIN FOUNDATION ASSISTS BY MAKING PAYMENTS TO OR ON BEHALF OF THE UNIVERSITY OF WISCONSIN. | Description |
| Total Program Service Expense | 213969934 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 227 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 276 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIDGET A BUSH | NamePerson |
| Telephone Number | 6088901231 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 UNIVERSITY AVENUE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53726 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (66 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Richard L Antoine | ||||||||
| Chair - Term is Continuous | 3.0 | X | X | 0 | 0 | |||
| John E Berndt | ||||||||
| Director - Term Exp 6/2013 | 2.0 | X | 0 | 0 | 0 | |||
| Paula E Bonner | ||||||||
| Ex Officio -Term is continuous | 1.0 | X | 0 | 0 | 0 | |||
| Nancy T Borghesi | ||||||||
| Director - Term Exp 6/2013 | 1.4 | X | 0 | 0 | 0 | |||
| Susan J Cellmer | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Jerome A Chazen | ||||||||
| Director - Term Exp 6/2014 | 3.5 | X | 0 | 0 | 0 | |||
| Paul J Collins | ||||||||
| Ex Officio -Term is Continuous | 1.0 | X | 0 | 0 | 0 | |||
| Jeffrey J Diermeier | ||||||||
| Director - Term Exp 6/2014 | 2.0 | X | 0 | 0 | 0 | |||
| Susan S Engeleiter | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Thomas J Falk | ||||||||
| Vice Chair - Term Exp 6/2015 | 0.5 | X | X | 0 | 0 | 0 | ||
| Wade Fetzer III | ||||||||
| Ex Officio -Term is Continuous | 1.0 | X | 0 | 0 | 0 | |||
| David F Florin | ||||||||
| Director - Term Exp 6/2012 | 1.0 | X | 0 | 0 | 0 | |||
| Jere D Fluno | ||||||||
| Ex Officio -Term is Continuous | 2.0 | X | 0 | 0 | 0 | |||
| W Jerome Frautschi | ||||||||
| Director - Term Exp 6/2013 | 1.5 | X | 0 | 0 | 0 | |||
| Peter L Frechette | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Colleen A Goggins | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| Phillip T Gross | ||||||||
| Director - Term Exp 6/2012 | 1.0 | X | 0 | 0 | 0 | |||
| George F Hamel Jr | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| Jeffrey C Hammes | ||||||||
| Director - Term Exp 6/2014 | 0.5 | X | 0 | 0 | 0 | |||
| Jon D Hammes | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Jill S Hatton | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| John P Holton | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| Ted D Kellner | ||||||||
| Ex Officio -Term is Continuous | 0.5 | X | 0 | 0 | 0 | |||
| Paul A Leff | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Michael E Lehman | ||||||||
| Director - Term Exp 6/2014 | 2.0 | X | 0 | 0 | 0 | |||
| Peter A Leidel | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| Sheldon B Lubar | ||||||||
| Ex Officio - Term Exp 6/2012 | 0.5 | X | 0 | 0 | 0 | |||
| Thomas P Madsen | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| Jean Manchester-Biddick | ||||||||
| Ex Officio -Term is Continuous | 1.0 | X | 0 | 0 | 0 | |||
| Jane R Mandula | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| Dr Alice R McPherson | ||||||||
| Director - Term Exp 6/2013 | 0.5 | X | 0 | 0 | 0 | |||
| Melinda J Mount | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| John S Nelson | ||||||||
| Director - Term Exp 6/2013 | 8.0 | X | 0 | 0 | 0 | |||
| Cory Nettles | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Albert O Nicholas | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| The Honorable Kathryn A Oberly | ||||||||
| Director - Term Exp 6/2013 | 1.0 | X | 0 | 0 | 0 | |||
| John J Oros | ||||||||
| Ex Officio -Term is Continuous | 1.0 | X | 0 | 0 | 0 | |||
| Stephen R Petersen | ||||||||
| Director - Term Exp 6/2015 | 4.0 | X | 0 | 0 | 0 | |||
| Linda L Procci | ||||||||
| Director - Term Exp 6/2015 | 1.5 | X | 0 | 0 | 0 | |||
| Dr Frederick A Robertson | ||||||||
| Director - Term Exp 6/2014 | 2.0 | X | 0 | 0 | 0 | |||
| Ricky C Sandler | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| Allan H Selig | ||||||||
| Director - Term Exp 6/2014 | 0.25 | X | 0 | 0 | 0 | |||
| Paul S Shain | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| Michael S Shannon | ||||||||
| Director - Term Exp 6/2014 | 2.0 | X | 0 | 0 | 0 | |||
| Michael R Splinter | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Frances S Taylor | ||||||||
| Ex Officio -Term is Continuous | 2.0 | X | 0 | 0 | 0 | |||
| Julie M VanCleave | ||||||||
| Director - Term Exp 6/2015 | 1.0 | X | 0 | 0 | 0 | |||
| Todd E Warnock | ||||||||
| Director - Term Exp 6/2014 | 1.0 | X | 0 | 0 | 0 | |||
| San Watterson Orr Jr | ||||||||
| Ex Officio -Term is Continuous | 1.0 | X | 0 | 0 | 0 | |||
| James Jay Weinert | ||||||||
| Director - Term Exp 6/2012 | 0.5 | X | 0 | 0 | 0 | |||
| Doris F Weisberg | ||||||||
| Director - Term Exp 6/2013 | 5.0 | X | 0 | 0 | 0 | |||
| Jeffrey D Wiesner | ||||||||
| Director - Term Exp 6/2013 | 2.0 | X | 0 | 0 | 0 | |||
| Michael Knetter | ||||||||
| President and CEO | 60.0 | X | X | 481519 | 99478 | 0 | 0.5 | |
| Thomas Olson | ||||||||
| Chief Investment Officer | 45.0 | X | 451117 | 44478 | 0 | |||
| Jennifer DeKrey | ||||||||
| CFO - Term Exp 6/30/2012 | 45.0 | X | 377446 | 23452 | 0 | 0.5 | ||
| Steven Hudson | ||||||||
| Chief Financial Officer | 45.0 | X | 232400 | 21633 | 0 | |||
| Russell Howes | ||||||||
| VP / Asst. Secretary | 45.0 | X | 172938 | 30411 | 0 | 0.5 | ||
| Alisa Robertson | ||||||||
| Chief of Staff / Asst. Treas. | 45.0 | X | 135298 | 12658 | 0 | 0.5 | ||
| Geoff McCloskey | ||||||||
| Controller | 60.0 | X | 107334 | 18650 | 0 | |||
| Catherine Ahrens | ||||||||
| Secretary | 45.0 | X | 95071 | 28812 | 0 | |||
| Bridget Bush | ||||||||
| Treasurer | 45.0 | X | 78002 | 27697 | 0 | 0.5 | ||
| John Dobson | ||||||||
| Managing Senior Director | 45.0 | 353429 | 26596 | 0 | X | |||
| Daniel Julie | ||||||||
| Senior Director of Investments | 45.0 | 319310 | 26107 | 0 | X | |||
| Mark Lefebvre | ||||||||
| Vice President | 45.0 | 244420 | 38006 | 0 | X | |||
| Jean-Francis Lopez de Valdivia | ||||||||
| Senior Director of Investments | 45.0 | 241303 | 22363 | 0 | X | |||
| Martin Moderi | ||||||||
| Chief Information Officer | 45.0 | 184498 | 20449 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3474085 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 440790 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 1585 Broadway | NEW YORK | NY | 10036 | Alt Investmt Advisor | 1058494 |
| Fortress Investments | |||||
| 1345 Avenue of the Americas 23rd | NEW YORK | NY | 10105 | Alt Investmt Advisor | 889609 |
| US Bank NA | |||||
| PO Box 7900 | MADISON | WI | 53707 | Invsmt Adv/Custodian | 824917 |
| Robert W Baird Co Inc | |||||
| 777 E Wisconsin Avenue Suite 2700 | MILWAUKEE | WI | 53202 | Invsmt Adv/Custodian | 719021 |
| Yorktown Partners LlC | |||||
| 410 Park Avenue 19th Flr | NEW YORK | NY | 10022 | Alt Investmt Advisor | 612125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 45 | NumberOfContractorsGT100K |
| All Other Contributions | 211242673 | AllOtherContributions |
| Noncash Contributions | 40002594 | NoncashContributions |
| Total Contributions | 211242673 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25031163 | TotalRevenueColumn |
| Unrelated Business Revenue | -2504412 | UnrelatedBusinessRevenue |
| Exclusion | $27,535,575 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 508886 | TotalRevenueColumn |
| Exclusion | $508,886 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53773 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53773 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53773 | TotalRevenueColumn |
| Exclusion | $53,773 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1085087692 | Securities |
| Other | 1553767 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 975367962 | Securities |
| Other | 905388 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 109719730 | Securities |
| Other | 648379 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110368109 | TotalRevenueColumn |
| Unrelated Business Revenue | 245718 | UnrelatedBusinessRevenue |
| Exclusion | $110,122,391 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 103805 | TotalRevenueColumn |
| Exclusion | $103,805 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 103805 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 347308409 | TotalRevenueColumn |
| Unrelated Business Revenue | -2258694 | UnrelatedBusinessRevenue |
| Exclusion | $138,324,430 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213969934 | Total |
| Program Services | 213969934 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479295 | Total |
| Management And General | 1764271 | ManagementAndGeneral |
| Fundraising | 715024 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10978397 | Total |
| Management And General | 3240898 | ManagementAndGeneral |
| Fundraising | 7737499 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1118758 | Total |
| Management And General | 416087 | ManagementAndGeneral |
| Fundraising | 702671 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1462830 | Total |
| Management And General | 526983 | ManagementAndGeneral |
| Fundraising | 935847 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884521 | Total |
| Management And General | 328970 | ManagementAndGeneral |
| Fundraising | 555551 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307085 | Total |
| Management And General | 114211 | ManagementAndGeneral |
| Fundraising | 192874 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214201 | Total |
| Management And General | 214201 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13158484 | Total |
| Management And General | 13158484 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916330 | Total |
| Management And General | 622047 | ManagementAndGeneral |
| Fundraising | 294283 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1829436 | Total |
| Fundraising | 1829436 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 669151 | Total |
| Management And General | 224715 | ManagementAndGeneral |
| Fundraising | 444436 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1001307 | Total |
| Management And General | 372405 | ManagementAndGeneral |
| Fundraising | 628902 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402496 | Total |
| Management And General | 220517 | ManagementAndGeneral |
| Fundraising | 181979 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555303 | Total |
| Fundraising | 555303 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238382 | Total |
| Management And General | 88659 | ManagementAndGeneral |
| Fundraising | 149723 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461000 | Total |
| Management And General | 171455 | ManagementAndGeneral |
| Fundraising | 289545 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| BAD DEBT EXPENSE | 1245703 | 1245703 | |
| RECOG / SPECIAL EVENTS | 442823 | 442823 | |
| INCOME TAX LIABILITY | 345640 | 345640 | |
| CREDIT CARD USAGE FEES | 117928 | 117928 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193101 | Total |
| Management And General | 50031 | ManagementAndGeneral |
| Fundraising | 143070 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252992105 | Total |
| Program Services | 213969934 | ProgramServices |
| Management And General | 23223205 | ManagementAndGeneral |
| Fundraising | 15798966 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97648675 | BOY |
| EOY | 94102519 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65123218 | BOY |
| EOY | 62936438 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15836544 | BOY |
| EOY | 21902011 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1394991 | BOY |
| EOY | 1198253 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754307 | BOY |
| EOY | 390076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16297090 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6495797 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6843641 | BOY |
| EOY | 9801293 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820662404 | BOY |
| EOY | 2029715911 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511605816 | BOY |
| EOY | 523357213 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12848288 | BOY |
| EOY | 13431685 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2532717884 | BOY |
| EOY | 2756835399 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7209609 | BOY |
| EOY | 33108940 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1461090 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1598192 | BOY |
| EOY | 1065461 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318783953 | BOY |
| EOY | 332303357 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327591754 | BOY |
| EOY | 367938848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158597133 | BOY |
| EOY | 156588853 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1214730355 | BOY |
| EOY | 1383220110 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831798642 | BOY |
| EOY | 849087588 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2205126130 | BOY |
| EOY | 2388896551 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2532717884 | BOY |
| EOY | 2756835399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 94316304 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 89454117 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160979453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156118593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 165667841 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197541841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211242673 | CurrentTaxYear |
| Total | 891550401 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160979453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156118593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 165667841 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197541841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211242673 | CurrentTaxYear |
| Total | 891550401 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 181613961 | AmountsSubstContributorsTotal |
| Public Support Total170 | 709936440 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29159809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13422452 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17790765 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24330580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28098234 | CurrentTaxYear |
| Total | 112801840 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 505943 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103805 | CurrentTaxYear |
| Total | 609748 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1004961989 | TotalSupport |
| Public Support Pertcentage170 | 0.70643 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73646 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 979721193 | BeginningOfYearBalance |
| Contributions | 24271427 | Contributions |
| Investment Earnings Or Losses | 122517831 | InvestmentEarningsOrLosses |
| Other Expenditures | 50595585 | OtherExpenditures |
| End Of Year Balance | 1075914866 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1022569932 | BeginningOfYearBalance |
| Contributions | 35834472 | Contributions |
| Investment Earnings Or Losses | -41848815 | InvestmentEarningsOrLosses |
| Other Expenditures | 36834396 | OtherExpenditures |
| End Of Year Balance | 979721193 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 886302945 | BeginningOfYearBalance |
| Contributions | 53062709 | Contributions |
| Investment Earnings Or Losses | 130411566 | InvestmentEarningsOrLosses |
| Other Expenditures | 47207288 | OtherExpenditures |
| End Of Year Balance | 1022569932 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1215651932 | BeginningOfYearBalance |
| Contributions | 29825088 | Contributions |
| Investment Earnings Or Losses | -312299012 | InvestmentEarningsOrLosses |
| Other Expenditures | 46875063 | OtherExpenditures |
| End Of Year Balance | 886302945 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1693517816 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -403207079 | InvestmentEarningsOrLosses |
| Other Expenditures | 74658806 | OtherExpenditures |
| End Of Year Balance | 1215651931 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.76080 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23920 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 502530 | OtherCostOrOtherBasis |
| Book Value | 502530 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9692998 | OtherCostOrOtherBasis |
| Depreciation | 4102999 | Depreciation |
| Book Value | 5589999 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 258108 | OtherCostOrOtherBasis |
| Depreciation | 248908 | Depreciation |
| Book Value | 9200 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5843454 | OtherCostOrOtherBasis |
| Depreciation | 2143890 | Depreciation |
| Book Value | 3699564 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 9801293 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 341939525 | F |
| REAL ASSET FUNDS | 178490630 | F |
| OTHER FUNDS | 2927058 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 523357213 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $1,467,887 |
| ACCRUED SOCIAL SECURITY | $4,193 |
| LIABILITY UNDER SPLIT INTEREST | $41,388,885 |
| FUNDS DUE TO OTHER ORGANIZATION | $1,126,716 |
| BENEFIT OF U.W. - HOSPITAL & CLINIC | $260,230,580 |
| BENEFIT OF U.W. - STEVENS POINT FDN | $19,125,132 |
| BENEFIT OF U.W. - STOUT FDN | $1,222,151 |
| BENEFIT OF WI ALUMNI ASSN FUND | $6,580,236 |
| BENEFIT OF U.W. GREEN BAY | $1,157,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 332303357 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 434333765 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 89454117 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30177 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 89484294 | RevenueNotRptdF990 |
| Revenue Subtotal | 344849471 | RevenueSubtotal |
| Other Revenues Not Included | 2458938 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2458938 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 347308409 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 250563344 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 30177 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 30177 | ExpensesNotRptdF990 |
| Expenses Subtotal | 250533167 | ExpensesSubtotal |
| Other Expenses Not Included | 2458938 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2458938 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 252992105 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS | PART V, LINE 4 | ENDOWED FUNDS ARE CRITICAL TO THE FINANCIAL STABILITY OF THE UNIVERSITY OF WISCONSIN-MADISON. THE PRESENT AND FUTURE REVENUE STREAMS THAT ENDOWED FUNDS GENERATE ALLOW COLLEGES AND DEPARTMENTS TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT OUTSTANDING STUDENTS. |
| ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 | PART X, QUESTION 2 | The foundation has received a determination letter from the Internal Revenue Service stating that it is exempt from federal income tax under secion 501(c)(3) of the internal revenue code ("IRC"). However the foundation is subject to federal and state income taxes on its unrelated business income, as a result of ownership in various investment entities. The foundation recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statement is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. The foundation applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open. The foundation is subject to federal income taxes and files state tax returns in various states. In addition to filing in its home state of Wisconsin, the foundation has entered into voluntary disclosure agreements with twenty-four states. Additionally, voluntary disclosure agreements in seven states are still pending. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. Tax years open to examination by tax authorities under federal statute of limitations include calendar years 2009 through 2012. Open tax years under the various state statutes of limitations include calendar years 2006 through 2012. For all states where the foundation has not filed a state return, all tax years remain open. The foundation, if applicable, recognizes interest accrued related to unrecognized tax benefits in interest expense and recognizes penalties in operating expenses. During the years ended December 31, 2012 and 2011, the foundation did not recognize any material interest or penalties. |
| RECONCILIATION OF REVENUE | PART XI, LINE 4b | Internal Invest Costs Revenue reclassed from Expense $2,441,839 Rental Income, included in revenue $17,099 ---------- Total $2,458,938 ========== Reconciliation of expense Part XII, Line 4b Internal Invest Costs Revenue reclassed to Revenue $2,441,839 Rental Income, included in revenue $17,099 ---------- Total $2,458,938 ========== |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted |
|---|---|
| Central America and the Caribbean | Investments |
| Europe (Including Iceland and Greenland) | Investments |
| Sub-Saharan Africa | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Activities per Region: Total Expenditures and Investments | Identifier |
| Return Reference | Schedule F, Part I, Column (F) | ReturnReference |
| Explanation | Due to the extent and indirect tiered partnership structure of the Foundation's investments, this information is not readily available. The Foundation does monitor the investments for Form 926 and Form 8865 filing requirements. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 20580400 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 280000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 219250 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 215000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 200000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 175000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 120000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 105000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 75000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 65000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 54150 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 41500 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 30000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 28825 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 26750 | Appraisal | Car | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 20000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 12000 | Donor Estimate | Equipment | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 10500 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 10500 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 10000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 10000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 9000 | Appraisal | Artwork | See sch I, Part IV | |
| University of Wisconsin | ||||||||||
| UW Campus | Madison | WI | 53715 | 396006492 | State of Wis | 8500 | Appraisal | Artwork | See sch I, Part IV | |
| university of Wisconsin | ||||||||||
| UW Campus | madison | WI | 53715 | 396006492 | state of wi | n/a - cash | See sch I, Part IV | 191618470 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, QUESTION 2; PART II, COLUMN (H) | ReturnReference |
| Explanation | THE UNIVERSITY OF WISCONSIN FOUNDATION AIDS THE UNIVERSITY OF WISCONSIN BY SOLYCITING GIFTS OF REAL AND PERSONAL PROPERTY WHICH IT COLLECTS, ADMINISTERS AND DISTRIBUTES FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN IN ADVANCING ITS SCIENTIFIC, LITERARY, ATHLETIC AND EDUCATIONAL PURPOSES. THERE IS NO FURTHER MONITORING OF THE USE OF GRANT FUNDS FOLLOWING DISBURSEMENT TO THE UNIVERSITY OF WISCONSIN. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Knetter | ||||||||||||||
| President and CEO | 405223 | 0 | 65000 | 0 | 11296 | 0 | 80000 | 0 | 19478 | 0 | 580997 | 0 | 0 | 0 |
| Thomas Olson | ||||||||||||||
| Chief Investment Officer | 348676 | 102000 | 0 | 441 | 0 | 25000 | 0 | 19478 | 0 | 495595 | 0 | 0 | 0 | |
| Jennifer DeKrey | ||||||||||||||
| CFO - Term Exp 6/30/2012 | 128644 | 0 | 0 | 248802 | 0 | 13243 | 0 | 10209 | 0 | 400898 | 0 | 0 | 0 | |
| Steven Hudson | ||||||||||||||
| Chief Financial Officer | 231780 | 0 | 0 | 620 | 0 | 11424 | 0 | 10209 | 0 | 254033 | 0 | 0 | 0 | |
| Russell Howes | ||||||||||||||
| VP / Asst. Secretary | 170996 | 0 | 0 | 1942 | 0 | 17521 | 0 | 12890 | 0 | 203349 | 0 | 0 | 0 | |
| John Dobson | ||||||||||||||
| Managing Senior Director | 261988 | 91000 | 0 | 441 | 0 | 25000 | 0 | 1596 | 0 | 380025 | 0 | 0 | 0 | |
| Daniel Julie | ||||||||||||||
| Senior Director of Investments | 241869 | 77000 | 0 | 441 | 0 | 24519 | 0 | 1588 | 0 | 345417 | 0 | 0 | 0 | |
| Mark Lefebvre | ||||||||||||||
| Vice President | 242478 | 0 | 0 | 1942 | 0 | 25000 | 0 | 13006 | 0 | 282426 | 0 | 0 | 0 | |
| Jean-Francis Lopez de Valdivia | ||||||||||||||
| Senior Director of Investments | 240626 | 0 | 0 | 677 | 0 | 2885 | 0 | 19478 | 0 | 263666 | 0 | 0 | 0 | |
| Martin Moderi | ||||||||||||||
| Chief Information Officer | 182556 | 0 | 0 | 1942 | 0 | 7512 | 0 | 12937 | 0 | 204947 | 0 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HEALTH OR SOCIAL CLUB MEMBERSHIPS | SCHEDULE J, PART I, LINE 1A | THE PERSONAL USE PORTION OF MICHAEL M KNETTER'S COUNTRY CLUB MEMBERSHIP WAS INCLUDED IN HIS FORM W-2. Severance payment Schedule J, Part I, Line 4a Chief financial officer, Jennifer Kidon Dekrey RECEIVED A SEVERANCE PAYMENT OF $248,577 IN CALENDAR YEAR 2012. THIS SEVERANCE PAYMENT IS REFLECTED IN SCHEDULE J, PART II, COLUMN B(iii). |
| PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | MICHAEL KNETTER PARTICIPATES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE UNIVERSITY OF WISCONSIN FOUNDATION CONTRIBUTED $17,000 AND $38,000 RESPECTIVELY TO THESE PLANS DURING 2012. |
| ORGANIZATION PROVIDING NON-FIXED PAYMENTS NOT DESCRIBED IN LINES 5 AND 6 | SCHEDULE J, PART I, LINE 7 | BEGINNING WITH CALENDAR YEAR 2007, THE INVESTMENT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION BOARD INSTITUTED AN INCENTIVE COMPENSATION PLAN FOR SELECTED PARTICIPANTS OF THE UW FOUNDATION INVESTMENT MANAGMENT GROUP. THE BOARD OF DIRECTORS AND THE PRESIDENT OF THE UNIVERSITY OF WISCONSIN FOUNDATION APPROVED THE ESTABLISHMENT OF THE PLAN WHICH IS DETAILED BELOW: PARTICIPANTS: CHIEF INVESTMENT OFFICER, SENIOR DIRECTORS OF INVESTMENTS AND OTHERS RECOMMENDED BY THE PRESIDENT AND CEO AND APPROVED BY THE INVESTMENT COMMITTEE AND BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE. INCENTIVE COMPENSATION: PARTICIPANTS ARE ELIGIBLE FOR AWARDS RANGING FROM ZERO TO 50% OF THEIR ANNUAL BASE CASH COMPENSATION EARNED IN THE FISCAL YEAR UNDER REVIEW. THE PRESIDENT AND CEO, IN CONSULTATION WITH THE CHAIR OF THE INVESTMENT COMMITTEE, RECOMMENDS APPROPRIATE PERCENTAGE AWARDS BASED UPON A RETROSPECTIVE ASSESSMENT OF PERFORMANCE AGAINST GOALS ON A SET OF WEIGHTED FACTORS CUSTOMIZED FOR EACH ELIGIBLE EMPLOYEE. THESE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR FISCAL YEAR, TYPICALLY DURING THE MONTH OF FEBRUARY, AND ARE SUBSEQUENTLY PRESENTED TO THE BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE FOR APPROVAL. INCENTIVE COMPENSATION AWARDED UNDER THIS PLAN WILL NOT TRIGGER ADDITIONAL CONTRIBUTIONS TO THE FOUNDATION'S DEFINED CONTRIBUTION PENSION PLAN. FACTORS TO CONSIDER: IN DETERMINING THE PERCENTAGE OF SALARY TO BE AWARDED, EACH ELIGIBLE PARTICIPANT WILL BE EVALUATED ON INVESTMENT RETURN RESULTS AS WELL AS NON-FINANCIAL FACTORS RELATED TO HIS/HER PERFORMANCE. THE SPECIFIC FACTORS, COMPARISONS, TIMEFRAMES AND WEIGHTINGS WILL BE DETERMINED BY THE INVESTMENT COMMITTEE CHAIR, IN CONSULTATION WITH THE PRESIDENT AND CEO, BASED ON EACH INDIVIDUAL PARTICIPANT'S ROLE, LENGTH OF SERVICE, ASSET CLASS RESPONSIBILITY AND OTHER RELEVANT FACTORS. THESE PERSONALIZED PERFORMANCE MEASURES WILL BE DOCUMENTED IN MATRICES, AND APPROVED BY THE BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE FOR EACH PARTICIPANT PRIOR TO THE BEGINNING OF THE FISCAL YEAR TO BE MEASURED. METHOD OF PAYMENT: PAYMENTS WILL BE AWARDED AS CASH OR DEFERRED COMPENSATION, THE LATTER SUBJECT TO APPROPRIATE IRS AND SEC REGULATIONS. PARTICIPANTS MAY SELECT THE FORM OF COMPENSATION IN INCREMENTS OF 25%. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | JEFFREY D WIESNER | NameOfInterestedPerson |
| Relationship With Organization | DIRECTOR | RelationshipWithOrganization |
| Amount Of Grant | 4000 | AmountOfGrant |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistance |
| Purpose Of Assistance | scholarship | PurposeOfAssistance |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants or assistance benefiting interested persons | Identifier |
| Return Reference | Part III, Line 1 | ReturnReference |
| Explanation | Director Jeffrey D. Weisner's son received approximately 4,000 dollars in merit based scholarship from the industrial and systems engineering department of University of Wisconsin. These scholarships are awarded by a committee of faculty and administrative staff within the department. The corpus that endows the scholarships is managed by the UW Foundation. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22352743 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL/OTHER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5337 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL/OTHER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 466 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15816309 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 964655 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 259072 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | other | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 230600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (9 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Life Insurance Policies | 3 | 190075 | OTHER |
| X | Computer Equipment for UWF | 1 | 160232 | OTHER |
| X | Event Items | 7 | 9464 | OTHER |
| X | Horse | 1 | 4500 | OTHER |
| X | Equipment | 4 | 3908 | OTHER |
| X | supplies | 3 | 3594 | OTHER |
| X | Event Hosting | 2 | 1957 | OTHER |
| X | plants | 1 | 139 | OTHER |
| X | Royalties | 9 | 9 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 25 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLUMN B REPORTING EXPLANATION: | SCHEDULE M, PART I, COLUMN B | THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I. |
| THIRD PARTIES AND NON-CASH CONTRIBUTIONS | SCHEDULE M, PART I, LINE 32 | The University of Wisconsin Foundation hires real estate agents at arm's length as necessary to sell real estate that is not transferred to the University of Wisconsin. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES: | PART V, QUESTION 4A & 4B | THE ORGANIZATION HAS EVALUATED ITS FOREIGN OFFSHORE INVESTMENT FUND HOLDINGS BASED ON RECENT IRS GUIDANCE AND IS NOT SUBJECT TO THE FILING OF FORM TD F 90-22.1 TO REPORT ITS INTERESTS IN FOREIGN FINANCIAL ACCOUNTS. THESE ACCOUNTS ARE FOREIGN OFFSHORE INVESTMENT FUND HOLDINGS AND DO NOT MEET THE DEFINITION OF FOREIGN MUTUAL FUNDS REQUIRING DISCLOSURE. Reportable Business Relationships: Part VI, Section A, Question 2 John J. Oros and Paul Collins - business relationship Paul S. Shain and Ted D. Kellner - business relationship Paul S. Shain, Ted D. Kellner, and Michael Knetter - business relationship |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: | PART VI, SECTION A, QUESTION 4 | The compensation section of the bylaws has changed. The bylaws now state the following: 3.13. Compensation. The board of directors shall not be paid compensation for their services to the corporation, which the exception of the President and CEO. The Other committees section of the bylaws has changed. The Bylaws now state the following: 3.16. Other Committees. The board of directors, by resolution adopted by the affirmative vote of a majority of the directors, may designate one or more other committees, each committee to consist of at least three or more directors nominated by the Chair and appointed by the board of directors, which shall have and may exercise, when the board of directors is not in session, powers of the board of directors in the management of the business and affairs of the corporation to the extent provided in each committee's charter as initially adopted by resolution of the board and as thereafter supplemented or amended by further resolution adopted by a like vote, except with respect to electing general officers or filling vacancies on the board of directors or committees. Each such committee shall fix its own rules governing the conduct of its activities, consistent with these bylaws, and shall make such reports to the board of directors of its activities as the board of directors may request. Any committee may establish one or more subcommittees and delegate powers and duties of the committee to such subcommittees to carry out the committee's functions and mission. The scope and charter of any subcommittee when created shall be reported to the Chair. Unless the board of directors otherwise decides, the board of directors shall have the following committees in addition to the Executive Committee: 3.16.1. Governance and Nominating Committee. The purpose of the Governance and Nominating Committee shall be to assist the board of directors in fulfilling its responsibility in the monitoring and oversight of governance matters and to make recommendations to the board of directors regarding matters of governance. In addition, this committee shall recommend to the board of directors, candidates to serve as (1) Members of the corporation, and (2) members of the board of directors, and (3) officers of the corporation. 3.16.2. Audit Committee. The purpose of the Audit Committee shall be to (1) oversee the quality and integrity of the accounting, auditing, and reporting practices of the corporation, (2) engage and approve the work of the independent auditor, and (3)oversee the corporation's compliance with any applicable legal and regulatory requirements. 3.16.3. Budget and Personnel Committee. The purpose of the Budget and Personnel Committee shall be to (1) oversee the budgeting process of the corporation, in general, and (2) oversee and approve staffing, compensation and benefit plans, and (3) set the compensation plan for the President and CEO and other officers with approval of the board of directors. 3.16.4. Investment Committee. The purpose of the Investment Committee shall be to serve as the investment fiduciary responsible for the prudent management of the corporation's investment portfolios. 3.16.5. Development Committee. The purpose of the Development Committee of the University of Wisconsin Foundation is to learn about development best practices and compare those best practices to the current practices of the Foundation with the goal of recommending changes where appropriate. |
| ORGANIZATION'S MEMBERS: | PART VI, SECTION A, QUESTION 6 | ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II. MEMBERS: "2.01. NUMBER. THE CORPORATION SHALL HAVE AT LEAST ONE HUNDRED (100) MEMBERS AND NO MORE THAN FIVE HUNDRED (500) MEMBERS, THE EXACT NUMBER TO BE DETERMINED FROM TIME TO TIME BY THE NUMBER OF PERSONS ELECTED TO MEMBERSHIP." "2.02. QUALIFICATIONS. MEMBERS SHALL BE NATURAL PERSONS. MEMBERSHIP SHALL BE PERSONAL TO A MEMBER AND NO MEMBERSHIP OR RIGHTS OF A MEMBER SHALL BE ASSIGNED OR TRANSFERRED IN ANY MANNER. IT SHALL NOT BE A CONDITION OF MEMBERSHIP THAT A PERSON SHALL HAVE BEEN A GRADUATE OR STUDENT OR FORMER STUDENT OF A UNIVERSITY OR COLLEGE, OR SHALL HAVE HELD ANY OFFICE, POSITION OR MEMBERSHIP IN ANY OTHER ORGANIZATION, PUBLIC OR PRIVATE." |
| MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF GOVERNING BODY: | PART VI, SECTION A, QUESTION 7A | ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II. MEMBERS: "2.09. NOTICE OF MEETING. WRITTEN NOTICE STATING THE DATE, TIME, AND PLACE OF THE MEETING AND, IN THE CASE OF A SPECIAL MEETING, THE PURPOSE OR PURPOSES FOR WHICH THE MEETING IS CALLED, SHALL BE GIVEN NOT LESS THAN FIVE (5) DAYS NOR MORE THAN FIFTY (50) DAYS BEFORE SUCH MEETING BY OR AT THE DIRECTION OF THE CHAIR, IF THE CHAIR CALLED THE MEETING, OR THE SECRETARY, IF THE BOARD OF DIRECTORS CALLED THE MEETING OR THE SECRETARY CALLED THE MEETING AT THE REQUEST OF MEMBERS, TO EACH MEMBER ENTITLED TO VOTE AT SUCH MEETING. NOTICE MAY BE GIVEN IN PERSON OR BY ANY RELIABLE MEANS OF COMMUNICATION PERMITTED BY WISCONSIN STATUTES, INCLUDING E-MAIL, FACSIMILE TRANSMISSION, OR CONVENTIONAL MAIL. IF MAILED, SUCH NOTICE SHALL BE DEEMED TO BE DELIVERED WHEN DEPOSITED IN THE UNITED STATES MAIL, ADDRESSED TO THE MEMBER AT HIS/HER ADDRESS AS IT APPEARS IN THE RECORDS OF THE CORPORATION WITH POSTAGE THEREON PREPAID." "2.10. QUORUM. TWENTY PERCENT (20%) OF THE MEMBERS ENTITLED TO VOTE, REPRESENTED IN PERSON OR BY PROXY, SHALL CONSTITUTE A QUORUM AT A MEETING OF THE MEMBERS. IF A QUORUM IS PRESENT, THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE MEMBERS REPRESENTED AT THE MEETING AND ENTITLED TO VOTE ON THE SUBJECT MATTER SHALL BE THE ACT OF THE MEMBERS UNLESS THE VOTE OF A GREATER NUMBER IS REQUIRED BY LAW. THOUGH LESS THAN A QUORUM OF THE MEMBERS ARE REPRESENTED AT A MEETING, A MAJORITY OF THE MEMBERS SO REPRESENTED MAY ADJOURN THE MEETING FROM TIME TO TIME WITHOUT FURTHER NOTICE. AT SUCH ADJOURNED MEETING AT WHICH A QUORUM SHALL BE PRESENT OR REPRESENTED, ANY BUSINESS MAY BE TRANSACTED WHICH MIGHT HAVE BEEN TRANSACTED AT THE MEETING AS ORIGINALLY NOTIFIED." "2.12. VOTING OF MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE UPON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE MEMBERS. THE AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY MEMBERS PRESENT, IN PERSON OR BY PROXY, AT A MEETING AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE MEMBERS, UNLESS A GREATER NUMBER OF VOTES IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION OR THESE BYLAWS." |
| DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS: | PART VI, SECTION A, QUESTION 7B | ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE VIII. AMENDMENTS: "8.01. BY MEMBERS. THESE BY-LAWS MAY BE ALTERED, AMENDED OR REPEALED AND NEW BY-LAWS MAY BE ADOPTED BY THE MEMBERS BY AFFIRMATIVE VOTE OF NOT LESS THAN A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE MEMBERS PRESENT IN PERSON OR REPRESENTED BY PROXY AT A MEETING OF MEMBERS AT WHICH QUORUM IS PRESENT, UNLESS A GREATER VOTE IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION, OR THESE BYLAWS." |
| PROCESS ORGANIZATION USES TO REVIEW FORM 990: | PART VI, SECTION B, QUESTION 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM IN COORDINATION WITH THE UNIVERSITY OF WISCONSIN FOUNDATION FINANCE DEPARTMENT. ONCE A DRAFT OF THE FORM 990 IS RECEIVED FROM THE INDEPENDENT CERTIFIED ACCOUNTING FIRM, REVIEW OF THE RETURN IS COMPLETED BY THE SENIOR ACCOUNTANT OF THE UNIVERSITY OF WISCONSIN FOUNDATION WHO HOLDS A MASTERS OF TAXATION DEGREE AND IS A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS ALSO REVIEWED BY THE CHIEF FINANCIAL OFFICER AND/OR CONTROLLER OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE CERTIFIED PUBLIC ACCOUNTING FIRM MAKES ANY NECESSARY ADJUSTMENTS AND PROVIDES A REVISED RETURN. UPON RECEIPT OF A FINAL DRAFT THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO SIGNATURE AND FILING. PRIOR TO FILING THE FORM 990 IS PROVIDED ELECTRONICALLY OR IN PAPER FORM TO ALL BOARD MEMBERS FOR REVIEW. ISSUES OR QUESTIONS FROM BOARD MEMBERS REGARDING THE TAX RETURN ARE RESOLVED PRIOR TO FILING THE RETURN AND INCORPORATED INTO THE RETURN IF REQUIRED. IN THE EVENT THERE ARE CHANGES, A REVISED FINAL VERSION IS SENT TO ALL BOARD MEMBERS WITH DETAILED DESCRIPTIONS OF THE CHANGES. |
| HOW ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY: | PART VI, SECTION B, QUESTION 12C | ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES OF THE UNIVERSITY OF WISCONSIN FOUNDATION ARE COVERED UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE INTERESTS THAT MAY LEAD TO A CONFLICT. OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE INTERESTED PARTY MUST FULLY DISCLOSE ANY POTENTIAL CONFLICTS AND COMPLETELY RECUSE HIM/HERSELF FROM THE DISCUSSION AND ANY RELATED VOTE. |
| PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: | PART VI, SECTION B, QUESTIONS 15A & 15B | ANNUALLY THE COMPENSATION SUBCOMMITTEE OF THE BUDGET AND PERSONNEL COMMITTEE MEETS TO: 1) DETERMINE AND APPROVE THE PRESIDENT'S PAY, AND 2) REVIEW AND APPROVE THE PAY RECOMMENDATIONS MADE BY THE PRESIDENT FOR ALL OTHER OFFICERS. THE COMPENSATION SUBCOMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIRMAN, VICE CHAIR, BUDGET AND PERSONNEL COMMITTEE CHAIR, AND SELECT OTHER BOARD MEMBERS. THE SUBCOMMITTEE REVIEWS SALARY SURVEYS ADMINISTERED BY PROFESSIONAL COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPMENT DEPARTMENTS. THE SUBCOMMITTEE USES THIS MARKET DATA IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATION'S COMPENSATION PHILOSOPHY TO BE COMPETITIVE ON A NATIONAL BASIS FOR SIMILAR JOBS IN SIMILAR ORGANIZATIONS AS A BASIS FOR REVIEWING AND APPROVING ANY RECOMMENDATIONS. ACTIONS TAKEN ARE REFLECTED IN THE MINUTES OF EACH COMMITTEE MEETING. MINUTES ARE DISTRIBUTED, REVIEWED, AND OFFICIALLY APPROVED AT SUBSEQUENT MEETINGS. |
| HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC | PART IV, SECTION C, LINE 19 | Following Documents available on the organization's website at: www.supportuw.org/about-us/tax-legal/ -Restated Articles of Incorporation -By-Laws -Form 1023 Application for Exemption -IRS Tax Determination Letter -Audited Financial Statements -Form 990 -Form 990-T The conflict of interest policy is available upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UW-MADISON SUPPORTING ORGANIZATION INC | ||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 391947636 | SUPPORT ORG. | WI | 501(c)(3) | 11A TYPE I | UNIV WI FNTN | true |
| THE EVJUE FOUNDATION INC | ||||||||||
| PO BOX 8060 | MADISON | WI | 53708 | 396073981 | SUPPORT ORG | WI | 501(c)(3) | 11A TYPE 1 | NA | false |
| TERRY FAMILY FOUNDATION INC | ||||||||||
| 6048 S HIGHLANDS AVE | MADISON | WI | 53705 | 391831024 | SUPPORT ORG | WI | 501(c)(3) | 11A TYPE 1 | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST -116 | |||
| TRUST | WI | UW FOUNDATION | TRUST |
| CHARITABLE REMAINDER ANNUITY TRUST - 12 | |||
| TRUST | WI | UW FOUNDATION | TRUST |
| POOLED INCOME FUND A - 25 | |||
| POOLED FUND | WI | UW FOUNDATION | TRUST |
| POOLED INCOME FUND B - 11 | |||
| POOLED FUND | WI | UW FOUNDATION | TRUST |
| POOLED INCOME FUND D - 3 | |||
| POOLED FUND | WI | UW FOUNDATION | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS - 4 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionType |
| Amount Involved | 1503885 | AmountInvolved |
| Method Of Amt Determination | CASH VALUE | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH RELATED ORGANIZATIONS | Identifier |
| Return Reference | SCHEDULE R, PART V, LINES 1M & 1N | ReturnReference |
| Explanation | THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE. | Explanation |
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