UNIVERSITY OF WISCONSIN LA CROSSE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN LA CROSSE FOUNDATION INC (EIN 39-1145116)
- Tax period
- 2023-01-01 to 2023-06-30
- Filed
- 2024-03-04
- IRS object ID
- 202400649349301420
- Schema version
- 2023v4.0
- 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 G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-04T13:48:14-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391145116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - LA CROSSE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6087858489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 EAST AVENUE NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG REICHERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6087858489 | PhoneNum |
| Signature | 2024-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREG | PersonFirstNm |
| Person Last | REICHERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOLOMON MARDAKHAEV | PreparerPersonNm |
| PTIN | P01806552 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2024-02-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG REICHERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 EAST AVENUE NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,902,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWLAX.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,281,720 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,423,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $786,801 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $352,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,235,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $295,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,442 | PYOtherRevenueAmt |
| CY Other Revenue | $150,336 | CYOtherRevenueAmt |
| PY Total Revenue | $8,347,673 | PYTotalRevenueAmt |
| CY Total Revenue | $2,222,382 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,989,899 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,785,370 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,076 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $822,776 | PYOtherExpensesAmt |
| CY Other Expenses | $516,627 | CYOtherExpensesAmt |
| PY Total Expenses | $3,812,675 | PYTotalExpensesAmt |
| CY Total Expenses | $2,301,997 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,534,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$79,615 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,439,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,503,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,478 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,428,724 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,491,821 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN - LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,994,412 | ExpenseAmt |
| Grant | $1,785,370 | GrantAmt |
| Revenue | $352,646 | RevenueAmt |
| Desc | PROVIDE GRANTS, SCHOLARSHIPS AND AWARDS FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF WISCONSIN - LA CROSSE. | Desc |
| Total Program Service Expenses | $1,994,412 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | VI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS BUCHHOLZ | PersonNm |
| Phone | 6087858037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 EAST AVENUE N | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| GREG REICHERT | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD TAYLOR | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE MCGINLEY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNY KUDERER RADCLIFFE | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENT SMITH | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL COLCLOUGH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURIE DIEKHOFF | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LYNDA KOHLER | ||||||
| AA BOARD CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SANDRA CLEARY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JON ERICKSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID HOLLNAGEL | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT HORNE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY JOHNSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA KASTANTIN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| AUTUMN KLETZIEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CECILIA MANRIQUE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NEVA MOGA | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRUCE RILEY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DONNEY MORONEY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KELLY RUSCH | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID RUSHLOW | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TERI WILCZEK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOE ZOELLNER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - LA CROSSE | |||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | PAYROLL SUPPORT, PARKING FEES | $273,483 |
| BLACKBAUD INC | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | ACCOUNTING & DATABASE SOFTWARE | $107,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,423,999 | AllOtherContributionsAmt |
| Noncash Contributions | $7,723 | NoncashContributionsAmt |
| Total Contributions | $1,423,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT FEES | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $352,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $352,646 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $352,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $480,288 | TotalRevenueColumnAmt |
| Exclusion | $480,288 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $487,898 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $672,785 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$184,887 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$184,887 | TotalRevenueColumnAmt |
| Exclusion | -$184,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $88,410 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $7,546 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,864 | TotalRevenueColumnAmt |
| Exclusion | $80,864 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $69,472 | TotalRevenueColumnAmt |
| Exclusion | $69,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,222,382 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $352,646 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $445,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,436 | TotalAmt |
| Program Services | $990,436 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,934 | TotalAmt |
| Program Services | $794,934 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,620 | TotalAmt |
| Program Services | $116,067 | ProgramServicesAmt |
| Management And General | $19,750 | ManagementAndGeneralAmt |
| Fundraising | $48,803 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,843 | TotalAmt |
| Program Services | $86,400 | ProgramServicesAmt |
| Management And General | $153,280 | ManagementAndGeneralAmt |
| Fundraising | $33,163 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112 | TotalAmt |
| Program Services | $125 | ProgramServicesAmt |
| Management And General | $523 | ManagementAndGeneralAmt |
| Fundraising | $1,464 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,828 | TotalAmt |
| Fundraising | $10,828 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,296 | TotalAmt |
| Management And General | $2,188 | ManagementAndGeneralAmt |
| Fundraising | $14,108 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,961 | TotalAmt |
| Fundraising | $2,961 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND PUBLICATIO | $6,713 | $1,083 | $325 | $5,305 |
| CREDIT CARD FEES | $6,382 | $5,317 | $1,065 | |
| FUNDRAISING EXPENSES | $4,431 | $4,431 | ||
| BAD DEBT EXPENSE | $3,127 | $3,127 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,314 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $1,251 | ManagementAndGeneralAmt |
| Fundraising | $5,013 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,301,997 | TotalAmt |
| Program Services | $1,994,412 | ProgramServicesAmt |
| Management And General | $181,509 | ManagementAndGeneralAmt |
| Fundraising | $126,076 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303,219 | BOYAmt |
| EOY | $2,411,936 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,220 | BOYAmt |
| EOY | $456,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $153,461 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,021,676 | BOYAmt |
| EOY | $39,788,579 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,704 | BOYAmt |
| EOY | $584,618 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,384 | BOYAmt |
| EOY | $261,720 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,439,403 | BOYAmt |
| EOY | $43,503,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,679 | BOYAmt |
| EOY | $11,478 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,679 | BOYAmt |
| EOY | $11,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820,871 | BOYAmt |
| EOY | $1,770,480 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,607,853 | BOYAmt |
| EOY | $41,721,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,428,724 | BOYAmt |
| EOY | $43,491,821 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,439,403 | BOYAmt |
| EOY | $43,503,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$79,615 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,142,712 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,545,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,355,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,361,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,999 | CurrentTaxYearAmt |
| Total | $18,182,829 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,545,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,355,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,361,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,999 | CurrentTaxYearAmt |
| Total | $18,182,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,182,269 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,000,560 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $624,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $674,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,288 | CurrentTaxYearAmt |
| Total | $2,512,260 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,864 | CurrentTaxYearAmt |
| Total | $383,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $70,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$36,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,472 | CurrentTaxYearAmt |
| Total | $145,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,223,461 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,117,608 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | FISCAL YEAR CHANGED FROM ENDING AT 12/31 TO 6/30. THERE IS A SHORT YEAR RETURN FOR THE YEAR OF 1/1/2023 TO 06/30/23. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,702,327 | BeginningYearBalanceAmt |
| Contributions | $398,525 | ContributionsAmt |
| Investment Earnings Or Losses | $2,596,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $977,864 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,719,936 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,271,987 | BeginningYearBalanceAmt |
| Contributions | $3,234,447 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,741,774 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,062,333 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,702,327 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,343,989 | BeginningYearBalanceAmt |
| Contributions | $2,663,246 | ContributionsAmt |
| Investment Earnings Or Losses | $3,498,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,234,233 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,271,987 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,950,284 | BeginningYearBalanceAmt |
| Contributions | $1,305,292 | ContributionsAmt |
| Investment Earnings Or Losses | $4,095,708 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,007,295 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,343,989 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,356,848 | BeginningYearBalanceAmt |
| Contributions | $3,265,230 | ContributionsAmt |
| Investment Earnings Or Losses | $4,297,048 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,968,842 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,950,284 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,461 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,365,094 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,142,712 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,142,712 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,222,382 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,222,382 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,301,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,301,997 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,301,997 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS ARE EXPRESSED BY DONORS WHEN GIFTS ARE MADE. THE PRIMARY USES DIRECTED BY DONORS ARE SCHOLARSHIPS AND PROGRAM SUPPORT FOR VARIOUS UNIVERSITY INITIATIVES. |
| PART X, LINE 2: | THE ORGANIZATION ASSESSES THE POTENTIAL OUTCOME OF UNCERTAIN TAX POSITIONS. THE FOUNDATION'S POLICY FOR INTEREST AND PENALTIES RELATED TO INCOME TAX EXPOSURES IS TO RECOGNIZE INTEREST AND PENALTIES AS OTHER INCOME (EXPENSE) IN THE STATEMENTS OF ACTIVITIES. AS OF JUNE 30, 2023, MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR MEASUREMENT. THE FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS - FRONTIER MAKET SELECT OFFSHORE FUND | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $238,316 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $238,316 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $238,316 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: LINE 4 | FormAndLineReferenceDesc |
| Explanation | THIS ORGANIZATION IS AN EXEMPT ENTITY AND THERE IS NO UNRELATED BUSINESS INCOME GENERATED FROM THIS INVESTMENT; THEREFORE, FORM 8621 IS NOT REQUIRED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $88,410 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $6,000 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $1,496 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $50 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $88,410 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $6,000 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $1,496 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $50 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $7,546 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $80,864 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | MARCUS BUCHHOLZ | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 EAST AVENUE N | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | MARCUS BUCHHOLZ | GamingManagerPersonNm |
| Gaming Manager Services Prov | IN CHARGE OF FILING ALL NECESSARY REPORTS WITH THE STATE OF WISCONSIN. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN LA CROSSE | ||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | 391085963 | 501(C)(3) | $951,485 | $0 | TRANSFERING RESTRICTED DONATIONS FROM OUR BANK ACCOUNTS TO THE UNIVERSITY FOR USE BY THE DEPARTMENTS OR PROGRAMS. |
| WISCONSIN INTERSCHOLASTIC ATHLETIC ASSOC | ||||||||
| 5516 VERN HOLMES DRIVE | STEVENS POINT | WI | 54482 | 390886387 | 501(C)(3) | $10,000 | $0 | STATE TRACK MEET CONTRACTUAL OBLIGATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS PAID TO STUDENTS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE AND OTHER UNIVERSITIES | 1059 | $780,847 |
| OTHER ASSISTANCE TO INDIVIDUALS | 60 | $14,087 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE MONITORED BY VARIOUS SCHOLARSHIP COMMITTEES AND THEY ABIDE BY THE OBJECTIVE CRITERIA ESTABLISHED BY THIS ORGANIZATION. THE SCHOLARSHIP COMMITTEES ARE RESPONSIBLE FOR VERIFYING APPLICANT QUALIFICATIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | RAFFLE & SILENT AUCTION PRIZES | 47 | $3,123 | COST |
| Yes (X) | GYM EQUIPMENT | 1 | $2,200 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE COMMITTEES MEET AND THEN VOTE TO HAVE THE ITEMS APPROVED OR DISAPPROVED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS REVIEWED/APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT, THE DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION ON SUCH ISSUES. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS. THE FOUNDATION REQUIRES ANNUAL REVIEW AND SIGN OFF OF THE CONFLICT OF INTEREST POLICY, BY ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION ADJUSTMENTS ARE EVALUATED BY THE PRESIDENT OF THE FOUNDATION BASED ON COMPARABLE DATA OBTAINED AND REVIEWED TO ENSURE PAY IS REASONABLE. ONCE APPROVED BY THE PRESIDENT, ALL COMPENSATION ADJUSTMENTS ARE DISCUSSED AT THE BOARD LEVEL AND ALL DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT AND ARE DOCUMENTED IN THE EMPLOYEE FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICE NON-EMPLOYEE: PROGRAM SERVICE EXPENSES 59,675. MANAGEMENT AND GENERAL EXPENSES 98,698. FUNDRAISING EXPENSES 21,642. TOTAL EXPENSES 180,015. FEES FOR SERVICE NON-EMPLOYEE - EMPLOYEE BENEFITS: PROGRAM SERVICE EXPENSES 22,160. MANAGEMENT AND GENERAL EXPENSES 47,031. FUNDRAISING EXPENSES 9,865. TOTAL EXPENSES 79,056. FEES FOR SERVICE NON-EMPLOYEE - PAYROLL TAXES: PROGRAM SERVICE EXPENSES 4,565. MANAGEMENT AND GENERAL EXPENSES 7,551. FUNDRAISING EXPENSES 1,656. TOTAL EXPENSES 13,772. |
| 10. FORM 990, PART XII, LINE 2C: | ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |