2025-04-11T10:57:35-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-07-01 396081189 UW-WHITEWATER FOUNDATION INC UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 LINDA DRUETZLER DIRECTOR OF FINANCE 2624721105 2025-04-07 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-03-25 2023 2025-03-06 01:10:19Z LINDA DRUETZLER 800 WEST MAIN STREET WHITEWATER WI 531901790 15269775 0 X WWW.UWW.EDU/FOUNDATION X 1962 WI INSPIRING PHILANTHROPIC SUPPORT FOR THE UNIVERSITY OF WISCONSIN-WHITEWATER 27 27 0 37 -4573 0 3626882 5643925 29619 117257 1198977 2797903 790 -12861 4856268 8546224 1518790 1493748 0 0 520736 616351 0 0 172086 1697085 2452288 3736611 4562387 1119657 3983837 44708213 51005094 155371 313902 44552842 50691192 X THE UW-WHITEWATER FOUNDATION ENCOURAGES, ENABLES AND CELEBRATES PHILANTHROPY WITH THOSE WHO CARE ABOUT THE UNIVERSITY AND WHO PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE UNIVERSITY'S STUDENTS, FACULTY AND PROGRAMS. WE DO THIS THROUGH PARTNERSHIPS WITH DONORS, ACTIVITIES TO ENGAGE ALUMNI AND OTHER CONSTITUENTS AND THE STEWARDSHIP OF RESOURCES UNDER MANAGEMENT BY THE FOUNDATION. 0 0 1302457 1302457 0 SCHOLARSHIPS: THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS OVER 450 SCHOLARSHIPS EACH YEAR TO STUDENTS 1149566 0 0 ATHLETIC - UW-WHITEWATER ENCOURAGES STUDENT-ATHLETES ON THE PLAYING FIELD AND IN THE CLASSROOM. STUDENTS PARTICIPATE IN 20 VARSITY SPORTS AND DONORS HAVE THE OPPORTUNITY TO FINANCIALLY SUPPORT ATHLETIC PROGRAMS THROUGH DONATIONS TO THE FOUNDATION. 771755 0 117257 STUDENT AND FACULTY DEVELOPMENT - THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS THE RESEARCH, TEACHING AND SERVICE ACTIVITIES AND DEPARTMENT INITIATIVES OF THE UW-WHITEWATER FACULTY AND OFFERS VARIOUS AWARDS TO STUDENTS. 53046 0 0 ALUMNI - THE FOUNDATION PROVIDES FUNDS FOR ALUMNI ENGAGEMENT ACTIVITIES ON-CAMPUS AND AT VARIOUS CITIES THROUGHOUT THE COUNTRY WHERE CONCENTRATIONS OF ALUMNI LIVE AND WORK. THIS ACTIVITY IS SUPPORTED BY A COMPREHENSIVE COMMUNICATION PLAN THAT AIMS TO KEEP ALUMNI INFORMED OF THE HAPPENINGS AT THEIR ALMA MATER. 231789 191291 0 SPECIAL PURPOSE - THE FOUNDATION MAINTAINS FUNDS FOR A VARIETY OF PROJECTS THROUGHOUT CAMPUS. DONORS HAVE DISCRETION TO SUPPORT THOSE AREAS OF THE UNIVERSITY THAT ARE MOST RELEVANT TO THEIR PHILANTHROPIC GOALS. 284835 191291 0 3508613 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 11 0 1 0 1 1 1 EI 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X LINDA DRUETZLER 2624721105 800 W MAIN STREET WHITEWATER WI 53190 SANDY DUNST CHAIR 10.00 X X 0 0 0 SALLY BEAN VICE CHAIR 1.00 X X 0 0 0 JOSEPH FROHNA TREASURER 1.00 X X 0 0 0 TIMOTHY HYLAND PAST CHAIR 1.00 X X 0 0 0 ASHLEY JOHNSON DIRECTOR 1.00 X 0 0 0 BARBARA KREISMAN DIRECTOR 1.00 X 0 0 0 BARRY BRANDT DIRECTOR 1.00 X 0 0 0 BILL GOODMAN DIRECTOR 1.00 X 0 0 0 CHARLES HEINRICH DIRECTOR 1.00 X 0 0 0 DAVE ADAM DIRECTOR 1.00 X 0 0 0 DENNY WALDERA DIRECTOR 1.00 X 0 0 0 DIANE PILLARD DIRECTOR 1.00 X 0 0 0 DR RICHARD TELFER DIRECTOR 1.00 X 0 0 0 JANAY ALSTON DIRECTOR 1.00 X 0 0 0 JILL SCHMIDT-PESKE DIRECTOR 1.00 X 0 0 0 JOHN BUCKLEY DIRECTOR 1.00 X 0 0 0 LORI LORENZ DIRECTOR 1.00 X 0 0 0 LOUISE HERMSEN DIRECTOR 1.00 X 0 0 0 RANDY MARNOCHA DIRECTOR 1.00 X 0 0 0 RONALD JADIN DIRECTOR 1.00 X 0 0 0 SEAN WAYNE DIRECTOR 1.00 X 0 0 0 STEVE BURROWS DIRECTOR 1.00 X 0 0 0 SUZANNE VAN GALDER DIRECTOR 1.00 X 0 0 0 SYDNEY NELSON DIRECTOR 1.00 X 0 0 0 TANIKA MURPHY DIRECTOR 1.00 X 0 0 0 TODD GRAY DIRECTOR 1.00 X 0 0 0 YOLANDA MCGOWAN DIRECTOR 1.00 X 0 0 0 KATHARINE KUZNACIC VICE CHANCELLOR/PRESIDENT 10.00 X 37221 0 8272 LAUREEN MILLER COO 20.00 X 39016 0 15031 LINDA DRUETZLER CFO 40.00 X 120000 0 23413 196237 0 46716 1 0 0 0 0 92376 5551549 286639 5643925 UNIVERSITY ORGANIZATION PROGRAMS 611600 117257 117257 117257 897423 -4573 901996 8553817 6653337 1900480 1900480 1900480 57353 92376 70214 -12861 -12861 8546224 117257 -4573 2789615 191291 191291 1302457 1302457 301736 301736 205107 159923 45184 109508 91852 17656 1140 1140 37867 37867 147018 147018 400 400 8217 6663 1554 85874 85874 2040 2040 33073 657 32416 25487 25487 1743 1743 4475 4475 6417 6417 ATHLETICS 1149565 1149565 STUDENT AND FACULTY DEV 837805 771755 66050 ALUMNI 53047 53047 UNIVERSITY ORGANIZATION 40498 40498 17622 8796 8826 4562387 3508613 881688 172086 1953829 2241020 3728616 3492776 9000 0 28282 78860 89491 13424 80542 76067 36959945 42987881 1947999 2128490 44708213 51005094 101282 259813 54089 54089 155371 313902 X -920701 -698552 45473543 51389744 44552842 50691192 44708213 51005094 X 3983837 1994445 160068 X 0 1 X 1 0 X 2274813 4838584 4437625 3626882 5643925 20821829 2274813 4838584 4437625 3626882 5643925 20821829 1071395 19750434 690083 536826 1364940 775720 901996 4269565 2757 456 1874 5087 27980 1899 280 1500 31659 25128140 458655 0.78600 0.78120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 27,980. 2020 AMOUNT: $ 1,899. 2021 AMOUNT: $ 280. 2022 AMOUNT: $ 1,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35161398 2912964 4386372 1667627 40793107 31638866 1983213 3077375 1538056 35161398 36382760 1335833 -4866220 1213507 31638866 26266447 1895147 9401731 1180565 36382760 27064617 1152738 -231992 1718916 26266447 0.02687 0.97313 0.00000 0 0 89491 13424 76067 76067 10603563 1994445 209912 2204357 8399206 147018 147018 8546224 4465213 49844 49844 4415369 147018 147018 4562387 PART V, LINE 4: THE UW-WHITEWATER FOUNDATION'S ENDOWMENTS CONSISTS OF OVER 500 FUNDS THAT ARE ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-WHITEWATER. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN INCOME 43,287. CHANGE IN LIFE INSURANCE CASH VALUE 22,572. CHANGE IN TRUST PLEDGE RECEIVABLES 144,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN INCOME 43,287. UNCOLLECTIBLE PLEDGES 6,557. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 731715 0 0 0 0 0 0 731715 0 731715 0 0 1 1 0 0 AMA GOLF OUTING 34245 27045 7200 3980 3965 AUCTION 37790 23555 14235 23055 6 77694 41776 35918 179 4283 10309 24443 149729 92376 57353 179 27338 14289 28408 70214 -12861 1 UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 181301 0 GENERAL SUPPORT UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 0 9990 FAIR MARKET VALUE FOOD, TENNIS TRIP, AND USED ELECTRONIC EQUIPMENT, COMPONENTS AND INTEREST GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 0 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1334 1271206 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 77 31251 PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS. HOWEVER, THE GRANTS ARE DISTRIBUTED FIRST TO THE UNIVERSITY WHO THEN IN TURN DISTRIBUTES THE FUNDS AND THE UNIVERSITY ALSO MONITORS THE USE OF SUCH GRANTS. JAMES K CALDWELL OWNS 100% VOTING INTEREST IN FIRST CITIZENS STATE BANK 1000000 JAMES IS A FORMER BOARD MEMBER WHO IS ALSO THE PRESIDENT AND 100% VOTING INTEREST OWNER OF FIRST CITIZENS STATE BANK. UW WHITEWATER FOUNDATION HAS A LINE OF CREDIT WITH FIRST CITIZENS STATE BANK. AS OF THE END OF THE YEAR, $0 WAS DRAWN AGAINST THE AVAILABLE $1,000,000. 0 X 2 15725 FAIR MARKET VALUE X 873 FAIR MARKET VALUE X 13 236138 FAIR MARKET VALUE X AUCTION ITEMS 68 30825 FAIR MARKET VALUE X TRIPS/EXPERIENCES 2 1800 FAIR MARKET VALUE X OTHER 6 1277 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE TOTAL NUMBER OF CONTRIBUTIONS IS BEING REPORTED. PART I, LINE 32B: INVESTMENT ADVISOR FEG SELLS THE SECURITIES THAT ARE RECEVIED BY THE FOUNDATION AND GIVES THE FOUNDATION THE CASH PROCEEDS UPON SALE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE UW-WHITEWATER FOUNDATION, INC., THE PAST CHAIR OF THE UW-WHITEWATER FOUNDATION, INC., THE CHANCELLOR OF THE UNIVERSITY OF WISCONSIN-WHITEWATER, AND THE VICE PRESIDENT OF THE UW-WHITEWATER FOUNDATION. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ROUTINE BUSINESS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD. IT SHALL NOT HAVE THE AUTHORITY TO FILL VACANCIES OR CHANGE THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS AND MANAGEMENT OF THE FOUNDATION REVIEW THE PUBLIC DISCLOSURE ELECTRONIC FORM 990 PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION MANAGEMENT AND THE EXECUTIVE COMMITTEE ENSURE ALL NECESSARY CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY. ALL CONFLICTS ARE DISCUSSED AT THE EXECUTIVE COMMITTEE LEVEL. IT IS THE OBLIGATION OF EACH MEMBER OF THE BOARD OF DIRECTORS, OFFICERS, AND THE VARIOUS COMMITTEES, TO ABSTAIN FROM VOTING ON ANY ISSUE OR CONSIDERATION IN WHICH THAT MEMBER HAS A DIRECT OR INDIRECT VESTED INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR THE FOUNDATION PRESIDENT AND EMPLOYEES ARE SET BY UNIVERSITY GUIDELINES. NO ELECTED MEMBER OF THE BOARD OF DIRECTORS SHALL RECEIVE ANY COMPENSATION FOR THEIR SERVICES WITH THE FOUNDATION. HOWEVER, COMPENSATION FOR INTERIM OFFICER APPOINTMENTS OR REIMBURSEMENT FOR LEGITIMATE EXPENSES INCURRED AS DIRECTOR MAY BE PROVIDED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN TRUST PLEDGE RECEIVABLE 144,053. CHANGE IN LIFE INSURANCE CASH VALUE 22,572. UNCOLLECTIBLE PLEDGES -6,557. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 2941 137064 UW-WHITEWATER FOUNDATION