2011-05-16T12:52:39-05:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2009-07-01 237337744 THE UWM FOUNDATION INC UWMF 4149094645 1440 East North Ave MILWAUKEE WI 53202 Curtis A Stang 4149064645 2011-05-13 1 DAVE GLOBIG 4144319300 2011-05-11 2009 2016-02-24 21:20:13Z X CURTIS STANG 3230 E KENWOOD BLVD MILWAUKEE WI 53211 85846448 0 X www.uwmfdn.org X 1974 WI THE MISSION OF THE UWM FOUNDATION IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION AND THE UWM RESEARCH FOUNDATION. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 27 27 61 30 0 0 11057820 11417274 0 1593831 1347157 -5040 59436 12646611 12823867 11408937 11473128 0 639407 762496 0 405983 760337 924021 12808681 13159645 -162070 -335778 80380600 85711459 5584395 5671192 74796205 80040267 THE MISSION OF THE UWM FOUNDATION IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION AND THE UWM RESEARCH FOUNDATION. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. 0 0 3481608 3481608 EDUCATIONAL PROGRAMS: SPECIAL PROJECTS INCLUDING SPONSORSHIP OF UW-MILWAUKEE'S PUBLIC RADIO STATION, HONORS PROGRAM, PERFORMING ARTS CONCERT HALL, SCIENCE BAG SERIES, AND INNER CITY NURSING CLINIC. 2541087 2541087 EDUCATION: GENERAL SUPPORT OF UW-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. 4414470 4414470 SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. 1280747 1035963 EDUCATIONAL PROGRAMS: RESEARCH PROJECTS CONDUCTED BY FACULTY AND RESEARCHERS IN VARIOUS SCHOOLS INCLUDING HEALTH SCIENCES, ARCHITECTURE, ENGINEERING, LETTERS & SCIENCES, NURSING, AND GRADUATE SCHOOL.EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY UW-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY UW-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. 1280747 1035963 11717912 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 164 0 1 61 0 0 0 0 0 0 1 1 1 0 0 0 0 1 27 27 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X Curtis Stang 4149064645 1440 E North Ave Milwaukee WI 53202 Arthur Smith 1.00 X X 0 0 0 Bruce T Block 1.00 X X 0 0 0 F William Haberman 1.00 X X 0 0 0 David J Lubar 1.00 X X 0 0 0 David D Buck 1.00 X 0 0 0 Tonit M Calaway 1.00 X 0 0 0 Ricardo Diaz 1.00 X 0 0 0 Christina H Fiasca 1.00 X 0 0 0 James C Fleming 1.00 X 0 0 0 Jacquelyn Fredrick 1.00 X 0 0 0 Jacqueline Herd-Barber 1.00 X 0 0 0 Allan J Klotsche 1.00 X 0 0 0 Roger H Kriete 1.00 X 0 0 0 Ronald V Krizek 1.00 X 0 0 0 Jacqueline Moore Bowles 1.00 X 0 0 0 H Carl Mueller 1.00 X 0 0 0 David O Nicholas 1.00 X 0 0 0 Mark W Purnell 1.00 X 0 0 0 Lorin PT Radtke 1.00 X 0 0 0 John S Scheid 1.00 X 0 0 0 Andrew R Schiesl 1.00 X 0 0 0 Avi A Shaked 1.00 X 0 0 0 John B Torinus 1.00 X 0 0 0 Gregg A Tushaus 1.00 X 0 0 0 Gregory J Uhen 1.00 X 0 0 0 Daryl J Waszak 1.00 X 0 0 0 Robert H Welke 1.00 X 0 0 0 Carlos E Santiago 1.00 X 0 0 0 Lawrence J Schnuck 1.00 X 0 0 0 Curtis A Stang 40.00 X 113534 0 20795 David H Gilbert 40.00 X 66950 0 3348 180484 0 24143 1 0 0 0 UWM PO Box 413 Milwaukee WI 53211 Various Services 11330051 M&I Institutional Services 111 East Kilbourn Ave Milwaukee WI 53202 Investment Advisory 117055 2 15515 11401759 11417274 1779832 1779832 72534744 72967419 -432675 -432675 -432675 114598 15515 55162 59436 59436 12823867 0 0 1406593 7058658 7058658 4414470 4414470 204627 204627 359567 290234 69333 46213 46213 78971 78971 73118 67810 5308 15197 15197 39630 19630 20000 5648 4352 1296 66361 54050 12311 186979 47638 139341 115 115 37846 11788 26058 12457 12457 11549 11549 ANNUAL GIVING 310134 244784 65350 MISCELLANEOUS 207587 170601 36986 Purchased services 30518 518 30000 13159645 11717912 1035750 405983 2842989 3487068 10333437 7482093 30365 40639 418960 381566 43330 37394 65002626 65682941 2127853 8981324 80380600 85711459 226972 302436 5357423 5368756 5584395 5671192 X 3150620 3336743 56705094 60979329 14940491 15724195 74796205 80040267 80380600 85711459 X 0 1 1 X 0 X 15928241 18020311 13440116 11057820 11432789 69879277 15928241 18020311 13440116 11057820 11432789 69879277 69879277 3754061 1939548 2340648 2091180 1779832 11905269 81784546 559893 0.85440 0.69180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 733248 790434 1523682 2285523 46640 102897 149537 183312 197609 380921 571382 13352525 587149 1711951 297471 15354154 16819718 432985 -3105056 795122 13352525 0 0 418960 381566 37394 37394 DUE FROM AFFILIATES 7812362 ACCRUED INTEREST RECEIVABLE 214046 CASH SURRENDER VALUE OF LIFE INSURANCE 870033 SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS 84883 8981324 DUE TO AFFILIATES 3109909 DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE 1881639 AGENCY PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES 377208 5368756 12823867 13159645 -335778 5562800 17040 5579840 5244062 18458869 5562800 72202 5635002 12823867 0 12823867 13214807 55162 55162 13159645 0 13159645 Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 17040. Part XII, Line 2d - Other Adjustments: Special Event Expenses: 55162. Change in value of split interest agreements: 17040. Part XIII, Line 2d - Other Adjustments: Special Event Expenses: 55162. Women's Basketball Golf Outing 21930 7640 14290 768 5650 7984 Men's Basketball Golf Outing 39800 7875 31925 13995 6781 3 68383 68383 7706 500 11778 130113 15515 114598 7706 1268 19645 26543 55162 59436 1 University of Wisconsin-Milwaukee 3230 E Kenwood Blvd Milwaukee WI 53211 396006492 501(c)3 7058658 Teaching and departmental programs, community service, research, and special projects. Scholarships 1718 4414470 X 165100 X 7523 X 26 578445 X 1 43000 X Equipment 9 577508 0 1 1 Third Party Use: Part I, Line 32b: UWM Development office solicits funds on behalf on the UWM Foundation Form 990, Part VI, Section A, line 2 Bruce Block works for Reinhart Boerner Van Deuren s.c. His law firm may from time to time represent various companies the UWMREF Board members are affiliated with. Greg Uhen is President/Officer/Owner of Eppstein Uhen Architects, Inc. His firm has done past work for UWM and they are working with developers on current potential projects. Form 990, Part VI, Section B, line 11 The 990 is reviewed by the finance committee then made available to the full Board at least two weeks in advance of filing. Form 990, Part VI, Section B, line 12c Annual disclosure form completed and potential conflicts that arise throughout the year are reported. Form 990, Part VI, Section B, line 15 The executive committee is responsible for overseeing the compensation of top management officials using comparable contemporaneous data. Form 990, Part VI, Section C, line 19 Governing documents are made available upon request. The UWM Real Estate Foundation Inc 1440 E North Ave Milwaukee WI 53202 947809136 Real Estate Development WI 501(c)(3) Line 5 N/A The UWM Research Foundation Inc 1440 E North Ave Milwaukee WI 53202 208297675 IP Manager from UWM WI 501(c)(3) Line 5 N/A 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 UWM Research Foundation B 150000 UWM Research Foundation B 122000 UWM Real Estate Foundation P 86000