2022-05-13T15:54:04-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 396081189 UW-WHITEWATER FOUNDATION INC UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 DEBRA PETRASEK CFO 2624721105 2022-05-13 1 DEBRA PETRASEK 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATIE KUZNACIC 800 WEST MAIN STREET WHITEWATER WI 531901790 12634335 0 X WWW.UWW.EDU/FOUNDATION X 1962 WI INSPIRING PHILANTHROPIC SUPPORT FOR THE UNIVERSITY OF WISCONSIN-WHITEWATER 22 22 0 31 2757 0 2274813 4838584 76922 74106 882784 2063952 26043 -6990 3260562 6969652 1418757 2170318 0 0 436677 380900 0 0 40121 1309979 1688011 3165413 4239229 95149 2730423 35034932 45421023 143099 221578 34891833 45199445 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 1148926 1148926 SCHOLARSHIPS: THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS OVER 400 SCHOLARSHIPS EACH YEAR TO STUDENTS 555722 74106 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. 650898 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. 20871 1899 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. 251606 251606 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. 769786 769786 GIFTS IN-KIND: THE FOUNDATION GIFTS WORKS OF ART AND/OR CLASSROOM MATERIALS AND EQUIPMENT TO THE UNIVERSITY 1042263 1021392 1899 3397809 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 1 0 0 1 0 0 0 0 1 3 0 0 1 1 1 EI 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DEBRA PETRASEK CPA CFO 2624721392 800 WEST MAIN STREET WHITEWATER WI 53190 RAYMOND ANILIONIS CHAIR 1.00 X X 0 0 0 TIMOTHY HYLAND VICE CHAIR 1.00 X X 0 0 0 JOSEPH FROHNA TREASURER 1.00 X X 0 0 0 JULIE ANDING DIRECTOR 1.00 X 0 0 0 SALLY BEAN DIRECTOR 1.00 X 0 0 0 STEVE BURROWS DIRECTOR 1.00 X 0 0 0 JANAY ALSTON DIRECTOR 1.00 X 0 0 0 CHERI COPE DIRECTOR 1.00 X 0 0 0 SANDY DUNST DIRECTOR 1.00 X 0 0 0 CHARLES HEINRICH DIRECTOR 1.00 X 0 0 0 EDWARD HUNG DIRECTOR 1.00 X 0 0 0 RAYMOND JACOBSEN DIRECTOR 1.00 X 0 0 0 RONALD JADIN DIRECTOR 1.00 X 0 0 0 BARBARA KREISMAN DIRECTOR 1.00 X 0 0 0 LORI LORENZ DIRECTOR 1.00 X 0 0 0 YOLANDA MCGOWAN DIRECTOR 1.00 X 0 0 0 MARY PINKERTON DIRECTOR 1.00 X 0 0 0 JUDE STAHMER DIRECTOR 1.00 X 0 0 0 DR RICHARD TELFER DIRECTOR 1.00 X 0 0 0 KURT THOMAS DIRECTOR 1.00 X 0 0 0 SUZANNE VAN GALDER DIRECTOR 1.00 X 0 0 0 SEAN WAYNE DIRECTOR 1.00 X 0 0 0 DEBRA PETRASEK CFO 30.00 X 74134 0 30491 LAUREEN MILLER COO 20.00 X 30728 0 12940 GREG RUTZEN PRESIDENT 10.00 X 34337 0 5701 DWIGHT WATSON CHANCELLOR 0.50 X 0 0 0 139199 0 49132 0 0 0 0 0 23265 4815319 915890 4838584 UNIVERITY ORGANIZATION PROGRAMS 611600 74106 74106 74106 539583 2757 536826 7161103 5636734 1524369 1524369 1524369 19060 23265 27949 -8889 -8889 LIFE INSURANCE CASH VALUE INCREAS 900099 1546 1546 MISCELLANEOUS INCOME 900099 353 353 1899 6969652 76005 2757 2052306 1021392 1021392 1148926 1148926 196345 196345 111595 111595 72960 72960 3577 3577 32954 32954 91606 91606 384 384 39765 6069 33696 65640 65640 6183 6183 3626 3626 3020 3020 12019 12019 ATHLETICS 650898 650898 STUDENT AND FACULTY DEV 555722 555722 UNCOLLECTIBLE PLEDGES 129057 129057 ALUMNI 20871 20871 72689 70274 2415 4239229 3397809 801299 40121 574910 1494018 14048 14131 4325021 4258335 34927 29933 624491 0 624491 624491 28355223 37830141 1106312 1169974 35034932 45421023 89010 167488 54089 54090 143099 221578 X -1597214 -874171 36489047 46073616 34891833 45199445 35034932 45421023 X 2730423 7515074 62115 X 0 1 X 1 0 X 4091961 4141942 2713589 2274813 4838584 18060889 4091961 4141942 2713589 2274813 4838584 18060889 1146639 16914250 387818 593212 827081 690083 536826 3035020 2757 2757 36471 61405 27980 1899 127755 21226421 5609452 0.79680 0.82330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26266447 1895147 9401731 1180565 36382760 27064617 1152738 -231992 1718916 26266447 26236225 934209 1345776 1451593 27064617 24650067 1185708 1783034 1382584 26236225 20997839 2252358 2757962 1358092 24650067 0.00440 0.99560 0.00000 0 0 535000 535000 89491 89491 624491 14487184 7515074 4000 90064 7609138 6878046 91606 91606 6969652 4179572 4000 27949 31949 4147623 91606 91606 4239229 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 27,949. CHANGE IN TRUST PLEDGE RECEIVABLE 62,115. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN INCOME 27,949. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1646403 0 0 0 0 0 0 1646403 0 1646403 0 0 1 1 0 0 PART III ACCOUNTING METHOD: JIM MILLER GOLF OUTING 13690 6380 7310 680 4673 5106 WOMEN'S GOLF OUTING 8405 5710 2695 280 558 1226 2 11795 6841 4954 2298 2394 5680 33890 18931 14959 3258 7625 12012 22895 -7936 1 UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 251606 GENERAL SUPPORT UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 769786 FAIR MARKET VALUE LAB EQUIPMENT, SUPPLIES, INSTRUMENTS, HEARING AIDS, BOOKS & FLOWERS GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 0 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1132 1108178 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 90 40748 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 NON-VOTING BOARD MEMBER WHO IS ALSO THE CEO 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 4600 DONOR STATEMENT OF VALUE X 4 150154 FAIR MARKET VALUE X CHEMISTRY EQUIPMENT 1 746767 DONOR STATEMENT OF V X MEDICAL SUPPLIES 2 8019 DONOR STATEMENT OF V X FLOWERS 1 4200 DONOR STATEMENT OF V X MUSICAL INSTRUMENTS 4 2150 DONOR STATEMENT OF V 18 0 1 1 PART I, COLUMN (B): TOTAL NUMBER OF CONTRIBUTORS LISTED. 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 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, REIMBURSEMENT FOR LEGITIMATE EXPENSES INCURRED AS DIRECTOR MAY BE PROVIDED. 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 62,115. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 9 674226 UW-WHITEWATER FOUNDATION