PRESIDENT

2012-08-15T08:01:10-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 1347 RACINE WI 534011347 990 2011-01-01 391522072 UNIVERSITY OF WISCONSIN PARKSIDE BENEVOLENT FOUNDATION INC UNIV 2625952345 PO BOX 2000 KENOSHA WI 53141 CHRISTIAN LIE PRESIDENT 2625952345 2012-07-31 1 KIMBERLY ANDERSON CPA P00188889 2626379351 2011 2016-02-24 21:20:13Z CHRISTIAN LIE PO BOX 2000 KENOSHA WI 53141 4049808 0 X N/A X 1985 WI TO PROVIDE SCHOLARSHIPS/GRANTS/AWARDS AND SUPPORT OF UNIVERSITY CAMPUS IMPROVEMENTS AND ACADEMIC PROGRAMS. 24 24 0 25 0 0 551536 3874298 0 0 332807 139567 2124 3186 886467 4017051 233942 168000 0 0 0 0 0 0 9671 563048 399299 796990 567299 89477 3449752 3875457 7277829 312563 316460 3562894 6961369 PROVIDE SCHOLARSHIPS/GRANTS/AWARDS 0 0 467176 168000 TO COLLECT AND RECEIVE GIFTS AND BEQUESTS, AND TO HOLD, ADMINISTER, USE OR DISTRIBUTE THESE GIFTS AND BEQUESTS FOR THE BENEFIT OF UW-PARKSIDE AND ITS STUDENTS IN THE ADVANCEMENT OF THE UNIVERSITY'S SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. 467176 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X ANDREW C HOLMAN CPA 4142711451 330 EAST KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 X HOWARD OLSON TREASURER: 1/1-11/8, DIRECTOR 1.00 X X 0 0 0 JOAN WILK PRESIDENT: 1/1-11/8, DIRECTOR 1.00 X X 0 0 0 JOANN DREWEK MURTHA DIRECTOR 1.00 X 0 0 0 GARY MEIER SECRETARY, VP: 11/8-12/31 1.00 X X 0 0 0 ROGER CARON DIRECTOR 1.00 X 0 0 0 ROBERT TOEPPE DIRECTOR, SECRETARY: 11/8-12/31 1.00 X X 0 0 0 PETER BARCA DIRECTOR 1.00 X 0 0 0 RAYMOND J CAMOSY DIRECTOR 1.00 X 0 0 0 ELYNOR CHEMEROW DIRECTOR 1.00 X 0 0 0 NEIL F GUTTORMSEN DIRECTOR 1.00 X 0 0 0 MICHAEL HAUBRICH DIRECTOR, TREASURER: 11/8-12/31 1.00 X X 0 0 0 JOHN KNUTESON DIRECTOR 1.00 X 0 0 0 JIM KRAMER DIRECTOR 1.00 X 0 0 0 TIMOTHY MAHONE DIRECTOR 1.00 X 0 0 0 DEBORAH FORD DIRECTOR 1.00 X 0 0 0 RITA PETRETTI DIRECTOR 1.00 X 0 0 0 VINCENT RUFFOLO DIRECTOR 1.00 X 0 0 0 JAMES D SPIELMANN DIRECTOR 1.00 X 0 0 0 GEORGE STINSON DIRECTOR 1.00 X 0 0 0 CARMELO TENUTA DIRECTOR 1.00 X 0 0 0 CHRISTIAN A LIE VP, PRESIDENT: 11/8-12/31 1.00 X X 0 0 0 WILLIAM ALTHAUS DIRECTOR 1.00 X 0 0 0 GARY GROENKE DIRECTOR 1.00 X 0 0 0 SCOTT LARSEN DIRECTOR 1.00 X 0 0 0 THOMAS NELSON DIRECTOR 1.00 X 0 0 0 HEIDI SKATRUD DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 35948 3838350 3874298 94237 94237 57621 12291 45330 45330 45330 22392 35948 19836 2556 2556 1260 630 630 630 4017051 0 0 142753 168000 168000 41232 41232 18679 18679 20428 20428 5639 5639 6405 6405 1922 1922 CAMPUS IMPROVEMENTS 254489 254489 BANK FEES AND RELATED C 25182 25182 BAD DEBTS 13100 13100 DEVELOPMENT EXPENSE 9671 9671 2552 2552 567299 467176 90452 9671 153774 262477 579905 3564259 5700 5700 3086166 3398855 49912 46538 3875457 7277829 172185 176082 140378 140378 312563 316460 X -112932 -59686 1800832 2674516 1874994 4346539 3562894 6961369 3875457 7277829 X 3449752 -51277 X X 0 1 1 X 0 X 960098 175493 444773 551536 374298 2506198 960098 175493 444773 551536 374298 2506198 2506198 249117 159116 99884 99138 94237 701492 3207690 0.78130 0.88590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2193199 2471545 45293 363498 0 0 4346539 1992310 77348 183218 59677 2193199 1877968 35065 222551 143274 1992310 1730220 64216 243666 160134 1877968 0.00000 1.00000 0.00000 0 0 0 4017051 567299 3449752 -51277 -51277 3398475 3986240 -51277 20466 -30811 4017051 0 4017051 587765 20466 20466 567299 0 567299 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 70 INDIVIDUAL FUNDS ESTABLISHED FOR STUDENT SCHOLARSHIPS. ITS ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS PROVIDED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION, HAVING QUALIFIED FOR EXEMPTION UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, IS ALSO EXEMPT FROM STATE INCOME TAXES. THE FEDERAL TAX RETURNS OF THE FOUNDATION FOR 2009, 2010, 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 19,836. GAMING EXPENSES 630. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 19,836. GAMING EXPENSES 630. CELEBRAZIONE ITALIANA 48852 32292 16560 511 9526 1792 48852 32292 16560 511 9526 1792 11829 4731 WI 1 0 0 0 0 0 1 SCHOLARSHIPS TO STUDENTS 101 168000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE USED FOR SCHOLARSHIPS TO PAY FOR THE STUDENTS' TUITION, BOOKS AND OTHER RELATED EXPENSES INCIDENT TO ENROLLMENT. THE STUDENT'S ENROLLMENT STATUS IS MONITORED BY UNIVERSITY SYSTEMS AND PERSONNEL. IF THE STUDENT CANCELS ENROLLMENT BEFORE THE APPLICATION TERM STARTS, THE GRANT IS RESCINDED. FUNDING CHANGES REGARDING CANCELLATION DURING A TERM ARE DETERMINED BY THE CANCELLATION DATE AND THE GRANT SPECIFICATIONS. FORM 990, PART VI, SECTION B, LINE 11 WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION. (ARTICLE IX OF THE BYLAWS). THE EXECUTIVE AND THE FINANCE COMMITTEES REVIEW AND APPROVE THE FORM AND REPORT THAT APPROVAL TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PRESIDENT REVIEWS THE FORM PERIODICALLY WITH THE EXECUTIVE COMMITTEE AND THEN COLLECTS THE FORM ANNUALLY FROM EACH BOARD DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -51,277. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.