2022-11-09T12:06:33-06:00 2022-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-07-01 396088094 STOUT UNIVERSITY FOUNDATION INC STOU 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 GREGORY ELSE TREASURER 7152321151 2022-11-08 1 GREGORY ELSE 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KIMBERLY POLZIN 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 33040377 0 X WWW.UWSTOUT.EDU/FOUNDATION X 1962 WI THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES. 18 18 0 200 0 0 3651386 5705348 0 0 3925904 2891649 10311 34979 7587601 8631976 2549500 2686667 0 0 0 0 0 0 486532 1212449 1260154 3761949 3946821 3825652 4685155 83789053 74857068 877550 846625 82911503 74010443 THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISTION AND STEWARDSHIP OF RESOURCES. 0 0 1572388 1572388 0 FUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 971060 971060 0 SCHOLARSHIPS WERE AWARDED TO 541 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 143219 143219 0 FUNDS PROVIDED TO THE STOUT ALUMNI ASSOCIATION TO ADVANCE THE INTEREST AND EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT. 2686667 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CA CO FL KY MD MI MN OH OR SC WA WI X X KIMBERLY POLZIN 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 X WILLIAM JOHNSON EXECUTIVE DIRECTOR 10.00 X 0 0 0 KIMBERLY POLZIN PRESIDENT 2.00 X X 0 0 0 DAVID WIENSCH ASSOCIATE DIRECTOR (THRU SEPTEMBER) 40.00 X 0 0 0 STEVE HOISINGTON VICE PRESIDENT 1.00 X X 0 0 0 GREGORY ELSE TREASURER 1.00 X X 0 0 0 MARY VAN HOUT SECRETARY 1.00 X X 0 0 0 LAURA BENRUD MEMBER 0.50 X 0 0 0 DALE BOHNERT MEMBER 0.50 X 0 0 0 MARY DANGLER MEMBER 0.50 X 0 0 0 LINDA FUNK MEMBER 0.50 X 0 0 0 DALE GRANCHALEK MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 DON HANDROW MEMBER 0.50 X 0 0 0 MARCIA JANTE MEMBER 0.50 X 0 0 0 WILLIAM KEMP MEMBER 0.50 X 0 0 0 LAUREN MARTEY MEMBER 0.50 X 0 0 0 CAROL MOONEY MEMBER 0.50 X 0 0 0 RANDOLPH MORRISSETTE II MEMBER 0.50 X 0 0 0 GINA NORLING MEMBER 0.50 X 0 0 0 DALLAS OLSON MEMBER 0.50 X 0 0 0 TIM SEICHTER MEMBER 0.50 X 0 0 0 LACEY SMITH MEMBER 0.50 X 0 0 0 ROBERT WARD MEMBER (THRU APRIL) 0.50 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - STOUT 712 BROADWAY ST S MENOMONIE WI 54751 STAFFING SERVICES 946768 1 5705348 1203764 5705348 1652673 1652673 11251 11251 1800 0 1800 1800 1800 25647377 24408401 1238976 1238976 1238976 21928 21928 21928 8631976 0 0 2926628 1715607 1715607 971060 971060 879833 454255 425578 50180 50180 14865 14865 127971 127971 27321 389 26932 30021 30021 87152 71087 16065 1770 1770 15522 1421 14101 13421 9565 3856 10312 10312 1786 1786 3946821 2686667 773622 486532 53160 28210 448144 98417 2402438 1946939 71136 65434 284094 78404 205690 205690 77975165 69908750 2298154 2298154 335166 305474 83789053 74857068 261852 372090 615698 474535 877550 846625 X 9274606 8318239 73636897 65692204 82911503 74010443 83789053 74857068 X 4685155 -13324020 -262195 X 0 1 X 1 0 X 2432615 3132225 2966957 1799363 4182691 14513851 2432615 3132225 2966957 1799363 4182691 14513851 2744387 11769464 815982 1255442 1330469 1239906 1665724 6307523 20821374 110624 0.56530 0.50180 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 1500000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/17 AMOUNT: 1000000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/19 AMOUNT: 2864280. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 352023. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 11/15/21 AMOUNT: 1000000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 02/04/22 AMOUNT: 522657. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61114356 4390220 -8530732 444626 384348 1077418 55067452 46967627 2705656 13071648 372006 344040 914529 61114356 44835413 3779354 -78326 348378 299334 921102 46967627 42463666 1794618 2193828 396102 306543 914054 44835413 39704417 1320486 3039983 403041 298753 899426 42463666 0.07954 0.83402 0.08644 0 0 176102 176102 107992 78404 29588 205690 SPLIT-INTEREST AGREEMENTS LIABILITY 474535 474535 -5082210 -13324020 -262195 -13586215 8504005 127971 127971 8631976 3818850 0 3818850 127971 127971 3946821 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED AS RESTRICTED BY THE DONORS, INCLUDING BUT NOT LIMITED TO, SCHOLARSHIPS, PROFESSORSHIPS, CHAIRS, THE NAKATANI CENTER, ETHICS CENTER, DISCOVERY CENTER, AS WELL AS OTHER SPECIFIC PROGRAMMATIC PURPOSES AT UW-STOUT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -232,502. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -29,693. 1 UNIVERSITY OF WISCONSIN - STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 1572388 0 ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE. STOUT ALUMNI ASSOCIATION 320 S BROADWAY MENOMONIE WI 54751 390853896 501(C)(7) 143219 0 ADVANCE THE INTEREST AND EFFECTIVENESS OF UW STOUT AND STRENGTHEN TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WI STOUT. 1 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 541 971060 SCHOLARSHIPS TO UW-STOUT STUDENTS PART I, LINE 2: ALL AID MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. X 17 1203764 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-STOUT TO LEASE EMPLOYEES. ONE OF THE LEASED EMPLOYEES IS CONTRACTED OUT AS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THIS INDIVIDUAL IS NOT AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-STOUT. WILLIAM JOHNSON'S 2021 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $147,057 ESTIMATED AMOUNT OF OTHER COMPENSATION: $51,808 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WERE PROVIDED WITH A COPY OF FORM 990 AND REQUIRED SCHEDULES, AT WHICH TIME ANY QUESTIONS WERE ANSWERED. THEREAFTER, IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS ANNUALLY FOR THEIR SIGNATURE INDICATING COMPLIANCE WITH IT. ALSO, FOUNDATION STAFF MONITOR COMPANIES WITH WHICH IT DOES BUSINESS FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -232,502. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCES -29,693.