2012-03-29T12:27:00-07:00 2011-06-30 990 2010-07-01 916073519 WESTERN WASHINGTON UNIVERSITY FOUNDATION WEST 3606504283 516 High Street Old Main 430 Bellingham WA 982259034 Mark Brovak 3606504283 2012-03-29 2010 2016-02-24 21:20:13Z Stephanie C Bowers 516 High Street Old Main 430 Bellingham WA 982259034 7173163 0 X www.foundation.wwu.edu X 1966 WA Raise, invest, and distribute private contributions to support Western Washington University 35 35 0 65 0 0 6082175 4884874 0 0 904703 1010841 32539 32434 7019417 5928149 1968723 3185285 0 0 0 0 0 0 896035 2199665 2949864 4168388 6135149 2851029 -207000 47308923 63803699 2501298 12630432 44807625 51173267 Raise, invest, and distribute private contributions to support Western Washington University 0 0 1466397 1466397 0 Higher Education: Scholarships awarded to individual students (850 Students) 574967 574967 0 Higher Education: Grant cash to Western Washington University for academic departments, technology updates, athletics, and other academic support. 1143921 1143921 0 Higher Education: Grant gifts in kind property received for Western Washington University to include computer hardware and software, technical equipment, gallery and library additions, and other. 1814898 0 0 Higher Education: Provide other program services to Western Washington University to include equipment purchases, faculty and student travel, conferences, honoraria, supplies, and other. 1814898 0 0 5000183 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 65 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 X 35 35 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X Western Washington University Foundation 3606503408 516 High Street OM430 Bellingham WA 982259034 Jerry Thon 2 X X 0 0 0 Dan Guy 2 X X 0 0 0 Joseph Erickson 2 X X 0 0 0 Bruce Clawson 2 X X 0 0 0 Virginia Anderson 2 X 0 0 0 Sam Baker 2 X 0 0 0 Cheryl Bishop 2 X 0 0 0 Ralph Black 2 X 0 0 0 Randy Bode 2 X 0 0 0 Peter Botting 2 X 0 0 0 Steve Brinn 2 X 0 0 0 Jean Carter 2 X 0 0 0 Sue Cedergreen 2 X 0 0 0 James Copacino 2 X 0 0 0 Margaret Curtis 2 X 0 0 0 James Douglas Jr 2 X 0 0 0 Karen Freeman 2 X 0 0 0 Hoyt Gier 2 X 0 0 0 Donald Grant 2 X 0 0 0 Marjorie Hatter 2 X 0 0 0 Kris Ilgenfritz 2 X 0 0 0 Julie Larson-Green 2 X 0 0 0 Dennis Madsen 2 X 0 0 0 David Mann 2 X 0 0 0 Ted Mischaikov 2 X 0 0 0 Tony Pechthalt 2 X 0 0 0 Brad Rader 2 X 0 0 0 Ralph Rinne 2 X 0 0 0 Marnie Roozen 2 X 0 0 0 Jeff Smyth 2 X 0 0 0 Ed Thomas 2 X 0 0 0 John Warner 2 X 0 0 0 Scott Walker 2 X 0 0 0 John Wolfe 2 X 0 0 0 Lisa Woo 2 X 0 0 0 0 0 0 0 0 0 0 0 4601 0 0 0 0 4880273 1253397 4884874 0 971466 971466 0 0 0 0 0 0 0 0 0 0 54588 0 22154 0 32434 0 32434 32434 0 0 1262235 0 1222860 0 39375 0 39375 39375 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5928149 1043275 0 0 3185285 3185285 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1175 0 1175 0 39418 0 39418 0 0 0 0 0 0 0 140801 88867 51934 0 313896 96717 32529 184650 8795 2503 3599 2693 467000 399739 32552 34709 157162 136605 6532 14025 0 0 0 0 0 0 0 0 833473 543216 25889 264368 0 0 0 0 76759 61723 12980 2056 0 0 0 0 0 0 0 0 0 0 0 0 32714 23039 9675 0 University labor support 253512 244604 1820 7088 Repair and maintenance 23337 22762 575 0 Equipment, other than IT 170361 170361 0 0 Bad debt expense 378967 0 0 378967 Other 52494 24762 20253 7479 6135149 5000183 238931 896035 595157 1725048 895021 0 2696403 2375289 327611 20198 0 0 0 0 266000 266000 0 0 28891 10252 2748811 0 2600557 2748811 39899283 56658101 0 0 0 0 0 0 0 0 47308923 63803699 234158 418594 2267140 12211838 2501298 12630432 X 9846966 12172122 13392949 16818546 21567710 22182599 44807625 51173267 47308923 63803699 X -207000 6572642 X 0 1 1 X 0 X 4439717 6700541 5130055 6082175 4884874 27237362 0 0 0 0 0 0 1768965 2251623 2908714 2617671 2682678 12229651 6208682 8952164 8038769 8699846 7567552 39467013 4147042 35319971 1042085 1029812 948444 972933 1003900 4997174 0 0 0 0 0 0 0 0 0 0 0 0 44464187 0 0.79435 0.76190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31322928 970121 6308134 1450674 24627 533617 36592265 26860304 2262672 3717417 1186705 19800 310960 31322928 29141225 2878275 -4388752 435667 50000 284777 26860304 0.25 0.721 0.029 0 0 2724557 0 2724557 0 0 0 0 0 0 0 0 0 24254 0 24254 0 0 0 0 2748811 0 Annuity and life income obligations 1296441 Contingent liability to NW Indian College 1058773 Investment held in trust for WWU 9856624 12211838 5928149 6135149 -207000 6579313 0 140801 0 0 6720114 6513114 15474476 6579313 2682678 0 284336 9546327 5928149 0 0 0 5928149 9108834 2682678 0 0 291007 2973685 6135149 0 0 0 6135149 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Endowments are established to support Western Washington University consistent with donor intent. The majority of endowments (73%) provide scholarships and grants for students. The remainder provide support for faculty and programs at the University. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Net change in pledge receivables > one year SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Adjustment to life income payables 1 Western Washington University 516 High Street Bellingham WA 98225 916000562 2041364 1143921 Fair value Various items as detailed on Schedule M donated for use by the University All grants are made to support the mission of Western Washington University. Grants are made to support student scholarships and academic programs at the University. 1 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 All grants are made to Western Washington University in accordance with the Foundation's mission. The Foundation works closely with the University to ensure funds are expended for the purposes intended, usually specified by the donor. X 8 884492 Fair value X 37594 Fair value X 5341 Fair value X 3 12600 Fair value X 1 4500 Fair value X 16 111476 Hi/Lo average X 13 54914 Fair value X 16 10457 Fair value X 1 1000 Fair value X Fundraising auction items 136 48429 Fair value X CDs and DVDs 5 392 Fair value X Gift certificates/cards 56 12866 Fair value X Furniture and fixed assets 16 44923 Fair value X Other 10 24413 Fair value 1 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The majority of non-cash contributions are received for and transferred immediately to Western Washington University for its use. Occasionally, non-cash contributions cannot be used by the university and must be sold. Most publically traded securities are sold using the services of brokerage firms. Gifts of real estate may also be sold using the services of a professional realtor. There were no real property gifts in the current year. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Directors of the Foundation are generally business leaders in the community and state. As such, there are relationships between Directors and/or the the organizations they serve. For example: a Director may be an officer with a bank used by another Director or the organization that employs the Director. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 The foundation board approved a revision of the corporate by-laws to include an indemnification clause for individuals who have served at anytime as a director of the foundation. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The 990 is prepared internally and reviewed by senior management. The 990 is then reviewed in detail by outside tax counsel and a designated officer of the Board of Directors. Finally, it is distributed to all Directors prior to being filed. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Board members, officers, and key volunteers annually complete a conflict of interest disclosure form. Any conflicts are reviewed by the Board Executive Committee. Senior management and, if necessary, the Board Executive Committee follow-up to ensure all members complete the disclosure form. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Foundation's governing documents, key policy documents, Form 990s and audited financial statements are made available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net of reconciling items reported on Schedule D, Parts XII and XIII.