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UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-10
IRS object ID
202531009349300313
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-10T09:11:32-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390972350EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7158365630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCURT KRIZANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7158365630PhoneNum
Signature2025-04-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2025-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCURT KRIZANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$72,971,370GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://FOUNDATION.UWEC.EDU/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE PURPOSE SHALL BE TO PROVIDE FINANCIAL AID AND ASSISTANCE TO WORTHY AND NEEDY STUDENTS AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, TO ENCOURAGE SCHOLARSHIP, TO PARTICIPATE IN AND ENCOURAGE ALL ENDEAVORS TO ADVANCE THE CAUSE OF EDUCATION AT THIS UNIVERSITY, TO ASSIST IN DEVELOPING AND INCREASING THE OPPORTUNITIES FOR STUDENTS AT THIS UNIVERSITY PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS AND TO DO ALL ACTS THAT THE CORPORATION SHALL DEEM TO BE IN THE INTEREST OF SAID UNIVERSITY. THE FUNDS OF THE CORPORATION SHALL BE INVESTED IN THE INVESTMENTS THAT SHALL MEET THE STANDARDS THAT THE CORPORATION, IN ITS DISCRETION, SHALL FROM TIME TO TIME DETERMINE, AND SHALL NOT BE RESTRICTED TO INVESTMENTS QUALIFYING AS TRUST FUND INVESTMENTS UNDER THE LAWS OF THE STATE OF WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,175,349PYContributionsGrantsAmt
CY Contributions Grants$8,549,431CYContributionsGrantsAmt
PY Program Service Revenue$231,568PYProgramServiceRevenueAmt
CY Program Service Revenue$340,832CYProgramServiceRevenueAmt
PY Investment Income$7,559,245PYInvestmentIncomeAmt
CY Investment Income$7,694,814CYInvestmentIncomeAmt
PY Other Revenue$222,431PYOtherRevenueAmt
CY Other Revenue$183,268CYOtherRevenueAmt
PY Total Revenue$21,188,593PYTotalRevenueAmt
CY Total Revenue$16,768,345CYTotalRevenueAmt
PY Grants And Similar Paid$7,008,117PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,309,411CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,276,378CYTotalFundraisingExpenseAmt
PY Other Expenses$3,162,337PYOtherExpensesAmt
CY Other Expenses$2,963,364CYOtherExpensesAmt
PY Total Expenses$10,170,454PYTotalExpensesAmt
CY Total Expenses$11,272,775CYTotalExpensesAmt
PY Revenues Less Expenses$11,018,139PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,495,570CYRevenuesLessExpensesAmt
Total Assets BOY$124,768,479TotalAssetsBOYAmt
Total Assets EOY$114,496,293TotalAssetsEOYAmt
Total Liabilities BOY$21,802,472TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,816,588TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$102,966,007NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,679,705NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. HAS AS ITS PRIMARY MISSION THE STEWARDSHIP OF PRIVATE FUNDS DONATED TO THE FOUNDATION FOR THE BENEFIT OF THE UNIVERSITY. WE DO THIS WITH FISCAL INTEGRITY AND RESPECT FOR OUR VALUED DONORS. OUR ULTIMATE GOAL IS THE ADVOCACY OF THE UNIVERSITY TO THE BROADER COMMUNITY AND TO CONTRIBUTE TO ACADEMIC EXCELLENCE AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,478,540ExpenseAmt
Grant$5,478,540GrantAmt
Revenue$340,832RevenueAmt
DescTHE FOUNDATION DISBURSED OVER 64% OF THEIR TOTAL PROGRAM EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 900 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,830,871ExpenseAmt
Grant$2,830,871GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO NEARLY 36% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS WAS 1,693 STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,309,411TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document55IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENNIS BODABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158364043PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ERIC WAN
CHAIR3.00Yes (X)Yes (X)$0$0$0
CHRISTINE SMITH
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JEFF JOHNSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
PATRICIA LIEN
ASSISTANT TREASURER1.00Yes (X)Yes (X)$0$0$01.00
JEFFREY LANG
SECRETARY1.00Yes (X)Yes (X)$0$0$0
KERRY KINCAID
ASSISTANT SECRETARY (THRU 09/23)1.00Yes (X)Yes (X)$0$0$0
JASON CRAIG
DIRECTOR1.00Yes (X)$0$0$0
TODD EBERHARDT
DIRECTOR (THRU 10/23)1.00Yes (X)$0$0$0
BRIAN ELWOOD
DIRECTOR1.00Yes (X)$0$0$0
BRADY FOUST
DIRECTOR (THRU 02/24)1.00Yes (X)$0$0$0
CHOPS HANCOCK
DIRECTOR1.00Yes (X)$0$0$01.00
JANE JOHANOS
DIRECTOR (THRU 10/23)1.00Yes (X)$0$0$0
JEFFREY LIDDICOAT
DIRECTOR (THRU 10/23)1.00Yes (X)$0$0$0
ERIK LUNDBERG
DIRECTOR1.00Yes (X)$0$0$0
SHARON MASEK
EX-OFFICIO MEMBER1.00Yes (X)$0$0$0
TERRY MCMAHON
EX-OFFICIO MEMBER1.00Yes (X)$0$0$01.00
JILL MUENICH
DIRECTOR1.00Yes (X)$0$0$0
REGI MUNRO
DIRECTOR1.00Yes (X)$0$0$0
ANGELA PITTMAN TAYLOR
DIRECTOR(THRU 12/24)1.00Yes (X)$0$0$0
KELLI QUINN
DIRECTOR1.00Yes (X)$0$0$0
MARY JO QUINN
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE RICE
DIRECTOR1.00Yes (X)$0$0$0
BRANDON RIECHERS
DIRECTOR(THRU 12/24)1.00Yes (X)$0$0$0
SUZANNE SCHMIDT
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND SKWIERCZYNSKI
DIRECTOR1.00Yes (X)$0$0$0
BILL SPARKES
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY UNDERWOOD
DIRECTOR1.00Yes (X)$0$0$0
JASON WUDI
DIRECTOR1.00Yes (X)$0$0$0
KAYING XIONG
DIRECTOR (THRU 02/24)1.00Yes (X)$0$0$0
KIMERA M WAY
PRES./EX-OFFICIO MEMBER (SEE SCH O)50.00Yes (X)$0$0$01.00
JULIA DIGGINS
PRESIDENT (SEE SCH O)50.00Yes (X)$0$0$0
ASPEN RYSKOSKI
ASSISTANT TREASURER (SEE SCH O)45.00Yes (X)$0$0$01.00
LORI MAASSEN
ASSISTANT TREASURER (SEE SCH O)40.00Yes (X)$0$0$0
MICHELE OLSON
ASSISTANT SECRETARY (SEE SCH O)40.00Yes (X)$0$0$0
KEITH DONNERMEYER
(NV) PAST CHAIR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY OF WISCONSIN-EAU CLAIRE
105 GARFIELD AVENUEEAU CLAIREWI54701SHARED SERVICES$7,993,965
BLACKBAUD INC
PO BOX 830413PHILADELPHIAPA19182SOFTWARE SERVICES$120,575
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$23,985FundraisingAmt
Related Organizations$350,000RelatedOrganizationsAmt
All Other Contributions$8,175,446AllOtherContributionsAmt
Noncash Contributions$1,685,712NoncashContributionsAmt
Total Contributions$8,549,431TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI EVENTS611710$311,822$311,822
PROGRAM RENTAL INCOME532000$29,010$29,010
FieldValueIRS element (for citing)
Total Program Service Revenue$340,832TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,024,538TotalRevenueColumnAmt
Exclusion$1,024,538ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,027TotalRevenueColumnAmt
Exclusion$9,027ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$62,817,665SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$56,147,389SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,670,276SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,670,276TotalRevenueColumnAmt
Exclusion$6,670,276ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$19,085FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$23,985ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,170FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,915TotalRevenueColumnAmt
Exclusion$10,915ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$39,873GrossSalesOfInventoryAmt
Cost Of Goods Sold$47,466CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,593TotalRevenueColumnAmt
Exclusion-$7,593ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$170,919TotalRevenueColumnAmt
Exclusion$170,919ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$170,919OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,768,345TotalRevenueColumnAmt
Related Or Exempt Func Income$340,832RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,878,082ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,311,929TotalAmt
Program Services$5,311,929ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,997,482TotalAmt
Program Services$2,997,482ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,931,259TotalAmt
Management And General$1,126,130ManagementAndGeneralAmt
Fundraising$805,129FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,144TotalAmt
Management And General$31,144ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$52,000TotalAmt
Management And General$52,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$87,351TotalAmt
Management And General$87,351ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,766TotalAmt
Management And General$49,275ManagementAndGeneralAmt
Fundraising$38,491FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,089TotalAmt
Management And General$1,089ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$175,985TotalAmt
Management And General$18,068ManagementAndGeneralAmt
Fundraising$157,917FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24TotalAmt
Management And General$24ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$90,280TotalAmt
Fundraising$90,280FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,887TotalAmt
Management And General$6,887ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,559TotalAmt
Management And General$8,559ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,224TotalAmt
Management And General$18,224ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$219,215$219,215
STUDENT HELP$154,823$154,823
EVENT EXPENSES$69,020$69,020
DONOR CULTIVATION$29,738$29,738

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,272,775TotalAmt
Program Services$8,309,411ProgramServicesAmt
Management And General$1,686,986ManagementAndGeneralAmt
Fundraising$1,276,378FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,596,189BOYAmt
EOY$3,041,556EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,543,818EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,712,255BOYAmt
EOY$6,445,549EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$74,399BOYAmt
EOY$22,183EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,598BOYAmt
EOY$44,598EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$97,558BOYAmt
EOY$186,101EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$84,580LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$45,805LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$44,316BOYAmt
EOY$38,775EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$70,150,131BOYAmt
EOY$76,138,643EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$24,049,033BOYAmt
EOY$25,035,070EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$124,768,479BOYAmt
EOY$114,496,293EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$548,738BOYAmt
EOY$869,110EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$21,053,081BOYAmt
EOY$2,755,773EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$200,653BOYAmt
EOY$191,705EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,802,472BOYAmt
EOY$3,816,588EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,592,832BOYAmt
EOY$18,005,881EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,373,175BOYAmt
EOY$92,673,824EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$102,966,007BOYAmt
EOY$110,679,705EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$124,768,479BOYAmt
EOY$114,496,293EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,495,570ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,950,146NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$267,982OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,293,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,093,417CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,013,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,175,349CurrentTaxYearMinus1YearAmt
Current Tax Year$8,549,431CurrentTaxYearAmt
Total$102,125,587TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,293,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,093,417CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,013,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,175,349CurrentTaxYearMinus1YearAmt
Current Tax Year$8,549,431CurrentTaxYearAmt
Total$102,125,587TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,099,427SubstantialContributorsTotAmt
Public Support Total170$85,026,160PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,895,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,597,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,799,108CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,958,699CurrentTaxYearMinus1YearAmt
Current Tax Year$1,033,565CurrentTaxYearAmt
Total$8,284,350TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$10,915CurrentTaxYearAmt
Total$10,915TotalAmt
FieldValueIRS element (for citing)
Total Support$110,420,852TotalSupportAmt
Gross Receipts Rltd Activities$2,136,561GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77000PublicSupportCY170Pct
Public Support PY1700.76670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$52,000FilingOrganizationsTotalAmt
Affiliated Group Total$52,000AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$52,000FilingOrganizationsTotalAmt
Affiliated Group Total$52,000AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,220,775FilingOrganizationsTotalAmt
Affiliated Group Total$17,759,394AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,272,775FilingOrganizationsTotalAmt
Affiliated Group Total$17,811,394AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$713,639FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$178,410FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$737,206CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$846,177CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,583,383TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,375,075LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$90,000CurrentYearMinus3Amt
Current Year Minus2$13,500CurrentYearMinus2Amt
Current Year Minus1$76,500CurrentYearMinus1Amt
Current Year$52,000CurrentYearAmt
Total$232,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$184,302CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$211,544CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$895,846TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,343,769GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$17,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$700DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$59,727DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements3TotalEasementsCnt
Total Acreage314.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement20.00StaffHoursSpentEnforcementCnt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,185,480BeginningYearBalanceAmt
Contributions$8,115,967ContributionsAmt
Investment Earnings Or Losses$8,059,816InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,387,480GrantsOrScholarshipsAmt
Other Expenditures$5,080,049OtherExpendituresAmt
Administrative Expenses$3,072,231AdministrativeExpensesAmt
End Year Balance$145,821,503EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,860,525BeginningYearBalanceAmt
Contributions$13,002,837ContributionsAmt
Investment Earnings Or Losses$13,164,121InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,097,303GrantsOrScholarshipsAmt
Other Expenditures$4,066,218OtherExpendituresAmt
Administrative Expenses$2,678,482AdministrativeExpensesAmt
End Year Balance$140,185,480EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,490,726BeginningYearBalanceAmt
Contributions$55,724,008ContributionsAmt
Investment Earnings Or Losses-$12,588,133InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,871,156GrantsOrScholarshipsAmt
Other Expenditures$4,115,078OtherExpendituresAmt
Administrative Expenses$2,779,842AdministrativeExpensesAmt
End Year Balance$122,860,525EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,168,815BeginningYearBalanceAmt
Contributions$15,089,066ContributionsAmt
Investment Earnings Or Losses$16,242,415InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,712,778GrantsOrScholarshipsAmt
Other Expenditures$3,931,997OtherExpendituresAmt
Administrative Expenses$2,364,795AdministrativeExpensesAmt
End Year Balance$88,490,726EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,737,042BeginningYearBalanceAmt
Contributions$10,077,755ContributionsAmt
Investment Earnings Or Losses$738,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,860,444GrantsOrScholarshipsAmt
Other Expenditures$5,691,147OtherExpendituresAmt
Administrative Expenses$2,833,280AdministrativeExpensesAmt
End Year Balance$65,168,815EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30155PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.69845TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,580OtherCostOrOtherBasisAmt
Depreciation$45,805DepreciationAmt
Book Value$38,775BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,775TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
BEQUESTS RECEIVABLE$137,603
ADVANCES - UW-EAU CLAIRE$789,518
CASH SURRENDER VALUE OF LIFE INSURANCE$282,128
DONATED LAND TO BE HELD IN PREPETUITY$207,308
RELATED PARTY RECEIVABLE$18,870,531
SPLIT INTEREST AGREEMENTS$377,836
BENEFICIAL INTEREST IN A PERPETUAL TRUST$4,370,146
FieldValueIRS element (for citing)
Total Book Value Other Assets$25,035,070TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERNAL CGA LIABILITYDesc
Amt$191,705Amt
FieldValueIRS element (for citing)
Total Liability$191,705TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE.
PART V, LINE 4:THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1EATS 2024Event1Nm
Gross Receipts Event1$43,070GrossReceiptsEvent1Amt
Charitable Contri Event1$23,985CharitableContriEvent1Amt
Gross Revenue Event1$19,085GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,170NonCashPrizesEvent1Amt
Gross Receipts Total$43,070GrossReceiptsTotalAmt
Charitable Contributions Tot$23,985CharitableContributionsTotAmt
Gross Revenue Total Events$19,085GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,170NonCashPrizesTotalEventsAmt
Direct Expense Summary Events$8,170DirectExpenseSummaryEventsAmt
Net Income Summary$10,915NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Recipient EIN391805963RecipientEIN
IRC SectionSTATE OF WISCONSINIRCSectionDesc
Cash Grant$5,311,929CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantUNIVERSITY DEPARTMENT SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS1693$2,830,871
FACULTY/STAFF AWARDS74$166,611

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$410NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED ARTMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$1,622,311NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER ITEMS/EQUIPMENT10$50,491COST OF DONATED EQUI
Yes (X)MACHINERY EQUIPMENT1$12,500COST OF DONATED EQUI
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $94,000 OF THE CEO'S SALARY, $124,000 OF THE PRESIDENT'S SALARY, $83,000 OF THE ASSISTANT SECRETARY'S SALARY, AND $74,000 AND $105,000 OF THE TWO ASSISTANT TREASURERS' SALARIES ARE FOR SERVICES RENDERED TO THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS EMAILED TO ALL FINANCE/AUDIT COMMITTEE, MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, FINANCE/AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING. A COPY IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY VIA ONBOARD AND EMAIL FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. A FOUNDATION BOARD MEMBER WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UW-EAU CLAIRE FOUNDATION SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE BOARD MEMBER MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. THE FOUNDATION SECRETARY SHALL REVIEW THE ANNUAL DISCLOSURES AND WILL PROMPTLY SUBMIT TO THE FOUNDATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE EXECUTIVE COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE INTERESTED BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ADDRESS THE ISSUE WITH THE EXECUTIVE COMMITTEE. FOR VOTE ON THE MATTER, THE INTERESTED MEMBER WILL ABSTAIN FROM FINAL DISCUSSION AND MAJORITY VOTE WITH THE REMAINING BOARD.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BEQUESTS 1,974. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 38,777. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 12,465. CHANGE IN VALUE OF BENEFICIAL INTERESTS 244,235. OTHER CHANGES IN NET ASSETS -29,469.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BLUGOLD ENTREPRENEURS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842857064TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS.WI$0$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ROAST COFFEE LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842856665TO HOLD A ROAST COFFEE DISTRIBUTION OPERATION WITH RELATED BRANDED PRODUCTSWI$29,010$1,362UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Primary ActivitiesTO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC.PrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BLUGOLD REAL ESTATE FOUNDATION INC
A$661,641CASH
BLUGOLD REAL ESTATE FOUNDATION INC
C$350,000FMV
BLUGOLD REAL ESTATE FOUNDATION INC
D$18,842,530CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$7,200,260OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$7,200,260TotalExemptPurposeExpendAmt
Lobby Nontx$510,013LobbyNontxAmt
Grassroots Nontx$127,503GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt