UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-06-26
IRS object ID: 202041789349300549
Schema version: 2018v3.2
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 C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-26T12:22:02-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5946	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537050946	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	390743975	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF WISCONSIN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	6082634545	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537264090	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GEOFFREY MCCLOSKEY	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6082634545	PhoneNum
Signature	2020-06-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES G GRAHAM	PreparerPersonNm
PTIN	P00006111	PTIN
Phone	6088332612	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.131.109.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-24	IPDt
IP Tm	11:23:03	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	294998F7F4CC0B4DC0C03E138A64C7C1F634AA2D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E3D388527ABB222FEAED5288725E02788243C031	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN FOUNDATION AND ALUMNI ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL M KNETTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537264090	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,566,145,409	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SUPPORTUW.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	UNIVERSITY OF WISCONSIN FOUNDATION AIDS UNIVERSITY OF WISCONSIN-MADISON BY SOLICITING GIFTS & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTIES, & DISTRIBUTES PAYMENTS FOR THE BENEFIT OF UNIVERSITY OF WISCONSIN - MADISON.	ActivityOrMissionDesc
Voting Members Governing Body	47	VotingMembersGoverningBodyCnt
Voting Members Independent	46	VotingMembersIndependentCnt
Total Employee	561	TotalEmployeeCnt
Total Volunteers	250	TotalVolunteersCnt
Total Gross UBI	-$9,106,573	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$312,106,090	PYContributionsGrantsAmt
CY Contributions Grants	$340,855,349	CYContributionsGrantsAmt
PY Program Service Revenue	$2,487,711	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,377,245	CYProgramServiceRevenueAmt
PY Investment Income	$160,392,847	PYInvestmentIncomeAmt
CY Investment Income	$219,172,934	CYInvestmentIncomeAmt
PY Other Revenue	$1,091,138	PYOtherRevenueAmt
CY Other Revenue	$1,189,169	CYOtherRevenueAmt
PY Total Revenue	$476,077,786	PYTotalRevenueAmt
CY Total Revenue	$563,594,697	CYTotalRevenueAmt
PY Grants And Similar Paid	$278,831,683	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$275,391,164	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$29,525,451	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$28,519,638	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$700,627	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$487,866	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$27,495,703	CYTotalFundraisingExpenseAmt
PY Other Expenses	$33,333,119	PYOtherExpensesAmt
CY Other Expenses	$34,919,142	CYOtherExpensesAmt
PY Total Expenses	$342,390,880	PYTotalExpensesAmt
CY Total Expenses	$339,317,810	CYTotalExpensesAmt
PY Revenues Less Expenses	$133,686,906	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$224,276,887	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,174,956,171	TotalAssetsBOYAmt
Total Assets EOY	$4,366,316,830	TotalAssetsEOYAmt
Total Liabilities BOY	$409,788,613	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$425,202,719	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,765,167,558	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,941,114,111	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$57,024,586	ExpenseAmt
Grant	$57,024,586	GrantAmt
Desc	FACULTY SUPPORT AND RESEARCH - WITH OVER $57 MILLION FROM THE UW FOUNDATION, UNIVERSITY OF WISCONSIN FACULTY AND STAFF RECEIVED ADDITIONAL SUPPORT ALLOWING FOR INCREASED RESEARCH OPPORTUNITIES AND IMPROVED CLASSROOM EXPERIENCE FOR STUDENTS. PRIVATE GIFT SUPPORT HELPS MEET THE UNIVERSITY'S GOAL TO ATTRACT AND RETAIN WORLD-CLASS FACULTY, WHICH ULTIMATELY ATTRACTS THE BEST AND BRIGHTEST STUDENTS. DURING 2019, THE NUMBER OF ENDOWED FACULTY POSITIONS (CHAIRS, DISTINGUISHED CHAIRS, PROFESSORSHIPS, AND FELLOWSHIPS) INCREASED TO NEARLY 500. MATCHING FUNDS PROVIDED FOR DONOR GIFTS OF $8 MILLION OR MORE, INCENTIVIZE GIVING TO ENDOWED FACULTY SUPPORT AND RESEARCH FUNDS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$46,968,814	ExpenseAmt
Grant	$46,968,814	GrantAmt
Desc	ACADEMIC & STUDENT PROGRAM SUPPORT - THE UW FOUNDATION PROVIDED OVER $46 MILLION TO THE UNIVERSITY OF WISCONSIN TO SUPPORT ACADEMIC & STUDENT PROGRAMS. THESE FUNDS ENABLE THE DEDICATED STUDENTS TO DEVELOP SKILLS AND KNOWLEDGE FOR GROWTH AND SUCCESS BY OFFERING HIGH-QUALITY, RESPONSIVE ACADEMIC AND STUDENT PROGRAMS BY EMPLOYING BEST PRACTICES IN TEACHING AND LEARNING; ADDING TO THE ACCUMULATED BODY OF KNOWLEDGE AND CREATIVE WORK; ENRICHING THE COMMUNITY THROUGH CULTURAL LEADERSHIP AND PROVIDING RESOURCES FOR PROBLEM SOLVING.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$35,892,049	ExpenseAmt
Grant	$35,892,049	GrantAmt
Desc	STUDENT SCHOLARSHIP AND FINANCIAL AID SUPPORT - UNIVERSITY OF WISCONSIN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS RECEIVED MORE THAN $35 MILLION IN SCHOLARSHIPS, FELLOWSHIPS, LOANS AND AWARDS FROM PRIVATE GIFT SUPPORT. STUDENTS RECEIVED SCHOLARSHIP SUPPORT ACROSS ALL PROGRAMS AND UNITS OF THE UNIVERSITY OF WISCONSIN. PRIVATE GIFT SUPPORT IS CRITICAL TO ENSURING THAT ALL WILLING STUDENTS ARE ABLE TO EXPLORE THEIR EDUCATIONAL OPPORTUNITIES, EXPERIENCE COLLEGE LIFE, AND MANAGE TUITION COSTS AND DEBT LOADS. IN 2019, APPROXIMATELY 2300 SCHOLARSHIPS SUPPORTING UNIVERSITY OF WISCONSIN STUDENTS WERE FUNDED BY PRIVATE GIFT SUPPORT. IN CONSULTATION WITH THE UNIVERSITY OF WISCONSIN, THE UW FOUNDATION EMPHASIZES AND INCENTIVIZES PHILANTHROPIC SUPPORT OF SCHOLARSHIPS. MATCHING FUNDS PROVIDED FOR DONOR GIFTS OF $11 MILLION OR MORE, INCENTIVIZE GIVING TO ENDOWED SCHOLARSHIPS AND FELLOWSHIPS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmt	DescDesc	GrantGrantAmt	RevenueRevenueAmt
$19,661,713	OTHER PROGRAM SERVICES:INVESTMENT MANAGEMENT: UWF'S INVESTMENTS TEAM UTILIZES A PROCESS TO DETERMINE THE APPROPRIATE ASSET CLASS ALLOCATION COMMITMENTS AND IDENTIFY BEST-IN-CLASS, HIGH-PERFORMING MANAGERS. WHILE THE ENDOWMENT PORTFOLIO INVESTS IN ACTIVE MANAGER STRATEGIES EXPECTED TO OUTPERFORM OVER THE LONG-TERM ACROSS A COMPLETE MARKET CYCLE, ALLOCATIONS TO LOW-COST, PASSIVE APPROACHES ARE UTILIZED AS WELL. GAINING BROAD EXPOSURE THROUGH LOW-COST INVESTMENT VEHICLES, INCLUDING INDEX AND EXCHANGE-TRADED FUNDS, IS COMPLEMENTED BY ACTIVE MANAGER STRATEGIES IN LESS EFFICIENT MARKET SEGMENTS. THE ENDOWMENT PORTFOLIO SEEKS TO GENERATE RETURNS FOR SPENDABLE ENDOWMENT INCOME, ACCOUNT FOR EXPENSES AND ATTEMPT TO GROW THE CORPUS IN INFLATION-ADJUSTED TERMS.
$28,023,395	CAPITAL ADDITIONS AND FACILITIES: THE UW FOUNDATION PROVIDED OVER $28 MILLION TO THE UNIVERSITY OF WISCONSIN IN SUPPORT OF NEW BUILDING CONSTRUCTION, RENOVATION, AND EQUIPMENT NEEDS. STATE-OF-THE-ART FACILITIES HELP THE UNIVERSITY OF WISCONSIN ATTRACT HIGH-CALIBER FACULTY AND STUDENTS. THESE FACILITIES PROVIDE SPACE, ENVIRONMENTS, AND TECHNOLOGIES THAT PROMOTE THE HIGHEST LEVELS OF TEACHING, LEARNING, AND RESEARCH.	$28,023,395
	PUBLICATIONS: "ON WISCONSIN" IS A QUARTERLY PUBLICATION AND SERVES AS THE OFFICIAL UNIVERSITY OF WISCONSIN ALUMNI MAGAZINE. "BADGER INSIDER" IS A MEMBERS ONLY PUBLICATION SERVING AS THE MEMBER FORUM. "FORWARD UNDER 40" IS THE ALUMNI ASSOCIATION'S NEWEST AWARDS PROGRAM. THIS PUBLICATION RECOGNIZES PROMINENT UNIVERSITY OF WISCONSIN ALUMNI UNDER THE AGE OF 40 LIVING IN THE WISCONSIN AREA. FLAMINGLE IS A WEEKLY EMAIL CONTAINING ARTICLES FOR ALUMNI.
$107,482,320	THE UW FOUNDATION RECEIVES DISCRETIONARY SUPPORT TO PROVIDE FUNDS TO SUPPORT AND FURTHER THE MISSION OF THE UNIVERSITY OF WISCONSIN BASED ON THE GREATEST NEEDS OF THE UNIVERSITY.	$107,482,320	$2,377,245

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$155,167,428	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$135,505,715	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$2,377,245	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$295,052,877	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	173	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	561	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (1)	Form8282PropertyDisposedOfInd
Form8282 Filed	1	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
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	47	GoverningBodyVotingMembersCnt
Independent Voting Member	46	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	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	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CASEY ZWETTLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6083085197	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 UNIVERSITY AVENUE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53726	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL M KNETTER
PRESIDENT AND CEO/EX OFFICIO	60.00	0.50	Yes (X)	Yes (X)	$671,383	$0	$129,730
JEFFREY D WIESNER
CHAIR - TERM EXP 6/2020	8.00		Yes (X)	Yes (X)	$0	$0	$0
MICHAEL S SHANNON
VICE CHAIR - TERM EXP 6/2020	2.00		Yes (X)	Yes (X)	$0	$0	$0
LINDA L AHLERS
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
RAJIV BATRA
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
JOHN D BAUMANN
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
SUSAN J CELLMER
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
JEROME A CHAZEN
DIRECTOR - TERM EXP 6/2020	1.50		Yes (X)		$0	$0	$0
PAUL J COLLINS
EX OFFICIO - TERM IS CONTINUOUS	1.00		Yes (X)		$0	$0	$0
JEFFREY J DIERMEIER
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
SUSAN S ENGELEITER
DIRECTOR - TERM EXP 6/2020	0.50		Yes (X)		$0	$0	$0
THOMAS J FALK
EX OFFICIO - TERM EXP 6/2019	0.50		Yes (X)		$0	$0	$0
WADE FETZER III
EX OFFICIO - TERM IS CONTINUOUS	1.00		Yes (X)		$0	$0	$0
DAVID F FLORIN
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
JERE D FLUNO
EX OFFICIO - TERM IS CONTINUOUS	1.00		Yes (X)		$0	$0	$0
CURTIS J FUSZARD
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
COLLEEN A GOGGINS
DIRECTOR - TERM EXP 6/2020	4.00		Yes (X)		$0	$0	$0
JON D HAMMES
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
JILL S HATTON
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
ELZIE L HIGGINBOTTOM
DIRECTOR - TERM EXP 6/2020	1.50		Yes (X)		$0	$0	$0
LOUIS A HOLLAND
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
JOHN P HOLTON
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
WILLIAM P HSU
DIRECTOR - TERM EXP 6/2020	1.50		Yes (X)		$0	$0	$0
TED D KELLNER
EX OFFICIO - TERM IS CONTINUOUS	1.00		Yes (X)		$0	$0	$0
PETER S KIES
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
CHRISTOPHER KOZINA
DIRECTOR - THRU 1/21/2019	0.50		Yes (X)		$0	$0	$0
PAUL A LEFF
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
PETER A LEIDEL
DIRECTOR - TERM EXP 6/2020	1.50		Yes (X)		$0	$0	$0
THOMAS P MADSEN
DIRECTOR - TERM EXP 6/2020	3.50		Yes (X)		$0	$0	$0
JANE R MANDULA
DIRECTOR - TERM EXP 6/2020	2.50		Yes (X)		$0	$0	$0
KAREN A MONFRE
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
ALICE D MORTENSON
DIRECTOR - THRU 2/6/2019	1.00		Yes (X)		$0	$0	$0
MELINDA J MOUNT
DIRECTOR - TERM EXP 6/2020	0.50		Yes (X)		$0	$0	$0
JOHN S NELSON
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
CORY L NETTLES
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
JOHN J OROS
EX OFFICIO - TERM IS CONTINUOUS	0.50		Yes (X)		$0	$0	$0
SUSAN S PATTERSON
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
STEPHEN R PETERSEN
DIRECTOR - TERM EXP 6/2020	3.00		Yes (X)		$0	$0	$0
LINDA L PROCCI
DIRECTOR - TERM EXP 6/2020	4.00		Yes (X)		$0	$0	$0
ELIZABETH M QUADRACCI HARNED
DIRECTOR - TERM EXP 6/2020	3.00		Yes (X)		$0	$0	$0
DR FREDERICK A ROBERTSON
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
RICKY C SANDLER
DIRECTOR - TERM EXP 6/2020	2.00		Yes (X)		$0	$0	$0
LAUREEN E SEEGER
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
PAUL S SHAIN
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
MICHAEL R SPLINTER
DIRECTOR - TERM EXP 6/2020	1.50		Yes (X)		$0	$0	$0
STEPHANIE L SWARTZ
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
FRANCES S TAYLOR
EX OFFICIO - TERM IS CONTINUOUS	0.50		Yes (X)		$0	$0	$0
PATRICK A THIELE
DIRECTOR - TERM EXP 6/2020	1.00		Yes (X)		$0	$0	$0
DORIS F WEISBERG
DIRECTOR - TERM EXP 6/2020	3.00		Yes (X)		$0	$0	$0
JULIE M VAN CLEAVE
CHIEF INVESTMENT OFFICER	50.00			Yes (X)	$784,492	$0	$28,998
THOMAS P OLSON
CIO - PRIVATE MARKETS	50.00			Yes (X)	$503,519	$0	$49,230
ALISA A ROBERTSON
CHIEF ADVANCEMENT OFFICER	50.00	0.50		Yes (X)	$293,360	$0	$45,815
KARI P MYRLAND
CHIEF INFOR. OFFICER THRU 2/26/2019	40.00			Yes (X)	$224,645	$0	$29,003
GEOFFREY M MCCLOSKEY
CHIEF FINANCIAL OFFICER	55.00			Yes (X)	$193,863	$0	$41,667
SCOTT T MCKINNEY
CHIEF OPERATING OFFICER	50.00	0.50		Yes (X)	$195,155	$0	$28,008
JAMES P KENNEDY
CHIEF MARKETING & COMM OFFICER	45.00			Yes (X)	$199,010	$0	$41,261
SARAH SCHUTT
CHIEF ALUMNI OFF & EXE DIR WAA	50.00			Yes (X)	$149,406	$0	$36,929
JOHN C NORTON
ASSISTANT TREASURER	45.00			Yes (X)	$126,560	$0	$13,688
CATHERINE M AHRENS
SECRETARY	50.00			Yes (X)	$108,791	$0	$30,114
AMBER HODGSON
ASSIST. SECRETARY - THRU 2/26/2019	55.00			Yes (X)	$127,375	$0	$14,143
SALLY ERDMANN
TREASURER	45.00			Yes (X)	$80,273	$0	$29,581
COLLETTE M CLEMENS
CHIEF HR OFFICER - THRU 10/5/2018	40.00			Yes (X)	$158,643	$0	$7,510
BRENDA J PHEBUS
CHIEF HR OFFICER - AS OF 10/5/2018	55.00			Yes (X)	$31,972	$0	$3,008
ABI CAHAK
ASSIST. SECRETARY - AS OF 2/26/2019	40.00			Yes (X)	$0	$0	$0
ANNE M LUCKE
VICE PRESIDENT & MANAGING GROUP LEADER	55.00				$189,836	$0	$27,157	Yes (X)
RICHARD JAMES SHEPLEY
SR. MANAGING DIRECTOR OF INVEST. - PUBLIC MARKETS	45.00				$534,984	$0	$49,230	Yes (X)
BRAD W JOLIN
VICE PRESIDENT & MANAGING GROUP LEADER	50.00				$172,785	$0	$39,465	Yes (X)
JODI KRISTINE PATEK
VICE PRESIDENT OF STEWARDSHIP	45.00				$159,263	$0	$30,481	Yes (X)
NANCY FRANCISCO-WELKE
VICE PRESIDENT & MANAGING GROUP LEADER	55.00				$154,917	$0	$30,604	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,060,232	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$705,622	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	53	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ROBERT W BAIRD CO INC
777 E WISCONSIN AVENUE SUITE 2700	MILWAUKEE	WI	53202	INVESTMENT MANAGER	$1,508,705
STEPSTONE GROUP LP
4275 EXECUTIVE SQUARE SUITE 500	LA JOLLA	CA	92037	INVESTMENT MANAGER	$1,474,673
MORGAN STANLEY
1585 BROADWAY	NEW YORK	NY	10036	INVESTMENT MANAGER	$893,115
INDUSTRIAL GROWTH PARTNERS
101 MISSION STREET SUITE 1500	SAN FRANCISCO	CA	94105	INVESTMENT MANAGER	$840,826
LAZARD ASSET MANAGEMENT LLC
30 ROCKEFELLER PLAZA	NEW YORK	NY	10112	INVESTMENT MANAGER	$804,349

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	37	CntrctRcvdGreaterThan100KCnt
Government Grants	$17,231,799	GovernmentGrantsAmt
All Other Contributions	$323,623,550	AllOtherContributionsAmt
Noncash Contributions	$41,199,545	NoncashContributionsAmt
Total Contributions	$340,855,349	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
REGISTRATION	900099	$842,517	$842,517
MEMBERSHIP REVENUE	541900	$770,110	$770,110
TRAVEL/TOUR COMMISSION	900099	$334,358	$334,358
PUBLICATIONS	541800	$329,417		$329,417
SPONSORSHIPS	900099	$100,843	$100,843

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,377,245	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$58,202,746	TotalRevenueColumnAmt
Unrelated Business Revenue	-$11,204,396	UnrelatedBusinessRevenueAmt
Exclusion	$69,407,142	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$611,458	TotalRevenueColumnAmt
Exclusion	$611,458	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$414,802	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$414,802	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$414,802	TotalRevenueColumnAmt
Unrelated Business Revenue	$410,652	UnrelatedBusinessRevenueAmt
Exclusion	$4,150	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,163,495,632	SecuritiesAmt
Other	$24,300	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,002,549,744	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$160,945,888	SecuritiesAmt
Other	$24,300	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$160,970,188	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,357,754	UnrelatedBusinessRevenueAmt
Exclusion	$159,612,434	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$75,017	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$968	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74,049	TotalRevenueColumnAmt
Exclusion	$74,049	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$88,860	TotalRevenueColumnAmt
Exclusion	$88,860	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$88,860	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$563,594,697	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,047,828	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$9,106,573	UnrelatedBusinessRevenueAmt
Exclusion	$229,798,093	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$275,391,164	TotalAmt
Program Services	$275,391,164	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,689,757	TotalAmt
Management And General	$3,903,013	ManagementAndGeneralAmt
Fundraising	$786,744	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$17,345,805	TotalAmt
Management And General	$4,491,001	ManagementAndGeneralAmt
Fundraising	$12,854,804	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,805,983	TotalAmt
Management And General	$687,954	ManagementAndGeneralAmt
Fundraising	$1,118,029	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,070,359	TotalAmt
Management And General	$1,272,308	ManagementAndGeneralAmt
Fundraising	$1,798,051	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,607,734	TotalAmt
Management And General	$622,197	ManagementAndGeneralAmt
Fundraising	$985,537	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$150,700	TotalAmt
Management And General	$150,700	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$299,285	TotalAmt
Management And General	$299,285	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$487,866	TotalAmt
Fundraising	$487,866	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$19,661,713	TotalAmt
Program Services	$19,661,713	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,049,220	TotalAmt
Management And General	$897,498	ManagementAndGeneralAmt
Fundraising	$151,722	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,926,757	TotalAmt
Fundraising	$1,926,757	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,001,656	TotalAmt
Management And General	$571,027	ManagementAndGeneralAmt
Fundraising	$1,430,629	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,075,234	TotalAmt
Management And General	$776,690	ManagementAndGeneralAmt
Fundraising	$1,298,544	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,039,264	TotalAmt
Management And General	$395,887	ManagementAndGeneralAmt
Fundraising	$643,377	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$613,959	TotalAmt
Management And General	$158,046	ManagementAndGeneralAmt
Fundraising	$455,913	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,974,693	TotalAmt
Management And General	$58,967	ManagementAndGeneralAmt
Fundraising	$1,915,726	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$336	TotalAmt
Management And General	$336	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,280,806	TotalAmt
Management And General	$868,828	ManagementAndGeneralAmt
Fundraising	$1,411,978	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$361,327	TotalAmt
Management And General	$137,640	ManagementAndGeneralAmt
Fundraising	$223,687	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
INCOME TAX LIABILITY	$897,841	$897,841
BAD DEBT EXPENSE	$580,776	$580,776

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,575	TotalAmt
Management And General	-$764	ManagementAndGeneralAmt
Fundraising	$6,339	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$339,317,810	TotalAmt
Program Services	$295,052,877	ProgramServicesAmt
Management And General	$16,769,230	ManagementAndGeneralAmt
Fundraising	$27,495,703	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$400	BOYAmt
EOY	$400	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$130,904,428	BOYAmt
EOY	$14,340,364	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$122,589,146	BOYAmt
EOY	$105,016,732	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$25,876,052	BOYAmt
EOY	$61,390,101	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,068,731	BOYAmt
EOY	$924,314	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,567,945	BOYAmt
EOY	$2,176,382	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$31,955,332	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$14,899,681	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$18,926,940	BOYAmt
EOY	$17,055,651	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,322,866,838	BOYAmt
EOY	$3,580,350,197	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$528,291,968	BOYAmt
EOY	$577,403,316	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$22,863,723	BOYAmt
EOY	$7,659,373	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,174,956,171	BOYAmt
EOY	$4,366,316,830	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$63,680,659	BOYAmt
EOY	$91,199,809	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$19,757,297	BOYAmt
EOY	$980,543	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$326,350,657	BOYAmt
EOY	$333,022,367	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$409,788,613	BOYAmt
EOY	$425,202,719	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$129,315,456	BOYAmt
EOY	$163,246,681	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,883,399,918	BOYAmt
EOY	$1,935,946,496	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,752,452,184	BOYAmt
EOY	$1,841,920,934	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,765,167,558	BOYAmt
EOY	$3,941,114,111	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,174,956,171	BOYAmt
EOY	$4,366,316,830	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$224,276,887	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$48,330,334	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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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	$543,651,612	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$151,673,056	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$338,356,589	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$312,106,090	CurrentTaxYearMinus1YearAmt
Current Tax Year	$341,625,459	CurrentTaxYearAmt
Total	$1,687,412,806	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$543,651,612	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$151,673,056	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$338,356,589	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$312,106,090	CurrentTaxYearMinus1YearAmt
Current Tax Year	$341,625,459	CurrentTaxYearAmt
Total	$1,687,412,806	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$421,454,948	SubstantialContributorsTotAmt
Public Support Total170	$1,265,957,858	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,089,127	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,994,978	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,915,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$58,115,629	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,022,750	CurrentTaxYearAmt
Total	$214,137,741	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$225,358	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$166,869	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$271,538	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$256,703	CurrentTaxYearMinus1YearAmt
Current Tax Year	$163,877	CurrentTaxYearAmt
Total	$1,084,345	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,902,634,892	TotalSupportAmt
Public Support CY170	0.66540	PublicSupportCY170Pct
Public Support PY170	0.65740	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:

MISCELLANEOUS INCOME - 2014 AMOUNT: $ 70,712. 2015 AMOUNT: $ 152,511. 2016 AMOUNT: $ 126,057. 2017 AMOUNT: $ 169,952. 2018 AMOUNT: $ 88,860. UNIVERSITY MEMBERSHIP DUES - 2016 AMOUNT: $ 102,664. GAMING REVENUE - 2014 AMOUNT: $ 51,999. INVENTORY SALES - 2014 AMOUNT: $ 102,647. 2015 AMOUNT: $ 14,358. 2016 AMOUNT: $ 42,817. 2017 AMOUNT: $ 86,751. 2018 AMOUNT: $ 75,017.

SCHEDULE A, PART II

UNIVERSITY OF WISCONSIN FOUNDATION CHANGED FROM A CALENDAR YEAR END TO A JUNE 30 FISCAL YEAR END DURING 2016. THEREFORE, THE FISCAL YEAR END OF 6/30/2019 HAS BEEN PRESENTED IN COLUMN (E) 2018, THE FISCAL YEAR END OF 6/30/2018 HAS BEEN PRESENTED IN COLUMN (D) 2017, THE FISCAL YEAR END OF 6/30/2017 HAS BEEN PRESENTED IN COLUMN (C) 2016, THE SHORT YEAR PERIOD OF 1/1/2016 TO 6/30/2016 HAS BEEN PRESENTED IN COLUMN (B) 2015, AND THE FULL YEAR 2015 HAS BEEN PRESENTED IN COLUMN (A) 2014.

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	Yes (1)	MediaAdvertisementsInd
Media Advertisements	$458	MediaAdvertisementsAmt
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$12,248	MailingsMembersAmt
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$46,026	RalliesDemonstrationsAmt
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$31,639	OtherActivitiesAmt
Total Lobbying Expenditures	$90,371	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II-B, LINE 1:	DETAILED DESCRIPTION OF LOBBYING ACTIVITIES: DURING THE FISCAL YEAR, TWO EMPLOYEES SPENT PART OF THEIR TIME ON LOBBYING EFFORTS IN MADISON AND WASHINGTON, D.C. OTHER COSTS INCLUDED PRINT, MAILING, AND SOFTWARE TO COMMUNICATE WITH ALUMNI AND ELECTED OFFICIALS, AS WELL AS EVENT AND TRAVEL COSTS.
SCHEDULE C, PART II-B, LINE 1A	USE OF VOLUNTEERS FOR LOBBYING ACTIVITIES: VOLUNTEERS WERE UTILIZED FOR UW DAY EVENTS IN MADISON AND WASHINGTON DC, WHEREBY THEY MET WITH ELECTED OFFICIALS AND LOBBIED THEM ON GENERAL SUPPORT FOR UW-MADISON AND HIGHER EDUCATION.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,225,933,864	BeginningYearBalanceAmt
Contributions	$90,495,047	ContributionsAmt
Investment Earnings Or Losses	$93,393,724	InvestmentEarningsOrLossesAmt
Other Expenditures	$77,181,677	OtherExpendituresAmt
Administrative Expenses	$20,087,629	AdministrativeExpensesAmt
End Year Balance	$2,312,553,329	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,064,218,117	BeginningYearBalanceAmt
Contributions	$96,528,959	ContributionsAmt
Investment Earnings Or Losses	$163,113,887	InvestmentEarningsOrLossesAmt
Other Expenditures	$78,566,397	OtherExpendituresAmt
Administrative Expenses	$19,360,702	AdministrativeExpensesAmt
End Year Balance	$2,225,933,864	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,861,296,415	BeginningYearBalanceAmt
Contributions	$89,226,007	ContributionsAmt
Investment Earnings Or Losses	$226,126,313	InvestmentEarningsOrLossesAmt
Other Expenditures	$95,447,158	OtherExpendituresAmt
Administrative Expenses	$16,983,460	AdministrativeExpensesAmt
End Year Balance	$2,064,218,117	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,814,865,682	BeginningYearBalanceAmt
Contributions	$36,420,629	ContributionsAmt
Investment Earnings Or Losses	$13,744,431	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,734,327	OtherExpendituresAmt
End Year Balance	$1,861,296,415	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,661,118,411	BeginningYearBalanceAmt
Contributions	$168,905,586	ContributionsAmt
Investment Earnings Or Losses	-$23,968,864	InvestmentEarningsOrLossesAmt
Other Expenditures	-$8,810,549	OtherExpendituresAmt
End Year Balance	$1,814,865,682	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.79600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.20400	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$502,530	OtherCostOrOtherBasisAmt
Book Value	$502,530	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,213,212	OtherCostOrOtherBasisAmt
Depreciation	$6,673,616	DepreciationAmt
Book Value	$6,539,596	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$759,176	OtherCostOrOtherBasisAmt
Depreciation	$222,272	DepreciationAmt
Book Value	$536,904	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,475,724	OtherCostOrOtherBasisAmt
Depreciation	$8,003,793	DepreciationAmt
Book Value	$9,471,931	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,690	OtherCostOrOtherBasisAmt
Book Value	$4,690	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$17,055,651	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$338,110,179	F
REAL ASSET FUNDS	$237,827,032	F
OTHER FUNDS	$1,466,105	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$577,403,316	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$2,462,721
LIABILITY UNDER SPLIT INTEREST	$42,673,164
FUNDS DUE TO OTHER ORGANIZATIONS	$3,742,478
BENEFIT OF U.W. - HOSPITAL & CLINIC	$200,853,931
BENEFIT OF U.W. - STEVENS POINT	$42,234,510
BENEFIT OF U.W. - GREEN BAY	$35,245,408
BENEFIT OF WI 4-H FDN	$4,187,623
BENEFIT OF CASB	$1,622,532

Field	Value	IRS element (for citing)
Total Liability	$333,022,367	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE FOUNDATION'S ENDOWMENT CONSISTED OF 4,102 AND 3,969 INDIVIDUAL FUNDS AT JUNE 30, 2019 AND JUNE 30, 2018, RESPECTIVELY. THESE FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS AND ON STATE LAW.

PART X, LINE 2:

ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740: THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, AS A RESULT OF OWNERSHIP IN VARIOUS INVESTMENT ENTITIES. THE FOUNDATION FOLLOWS THE GUIDANCE RELATIVE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION FILES FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	$49,093,563
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	$37,994,603

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	$87,088,166	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$87,088,166	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
160OVER90 INC
ONE SOUTH BROAD ST 10TH FLOOR	PHILADELPHIA	PA	19107	FUNDRAISING CONSULTANT	0	$0	$416,667	$0
PLUS DELTA PARTNERS
6965 EL CAMINO REAL SE 105-488	CARLSBAD	CA	92009	FUNDRAISING CONSULTANT	0	$0	$71,199	$0

Field	Value	IRS element (for citing)
Total Retained By Contractors	$487,866	TotalRetainedByContractorsAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	SCHEDULE G, PART I, LINE 2B, COLUMN (IV) THE GROSS RECEIPTS FROM THE ACTIVITY THAT 160OVER90, INC. AND PLUS DELTA PARTNERS ASSIST OUR ORGANIZATION ON ARE NOT ABLE TO BE SEPARATELY REPORTED. 160OVER90, INC. ASSISTS WITH CAMPAIGN EFFORTS AND STRATEGIC DIRECTION. PLUS DELTA PARTNERS PROVIDES TRAINING AND WORKSHOPS FOR THE DEVELOPMENT STAFF AND HELPS WITH STRATEGY. THE WORK OF THESE ORGANIZATIONS AID IN MANY OF OUR FUNDRAISING INITIATIVES THROUGHOUT OUR FISCAL YEAR AND THUS CANNOT BE SEPARATELY REPORTED.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	115	$56,342,300	$682,286	FMV	FACULTY SUPPORT AND RESEARCH	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	115	$46,968,814			ACADEMIC AND STUDENT PROGRAM SUPPORT	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	115	$35,892,049			STUDENT SCHOLARSHIP AND FINANCIAL AID	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	115	$28,023,395			CAPITAL ADDITIONS AND FACILITIES	SEE SCH I, PART IV
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST	MADISON	WI	537151218	396006492	115	$107,482,320			OTHER GRANTS	SEE SCH I, PART IV

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S.: THE UNIVERSITY OF WISCONSIN FOUNDATION AIDS THE UNIVERSITY OF WISCONSIN BY SOLICITING GIFTS OF REAL AND PERSONAL PROPERTY WHICH IT COLLECTS, ADMINISTERS AND DISTRIBUTES FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN IN ADVANCING ITS SCIENTIFIC, LITERARY, ATHLETIC AND EDUCATIONAL PURPOSES. THERE IS NO FURTHER MONITORING OF THE USE OF GRANT FUNDS FOLLOWING DISBURSEMENT TO THE UNIVERSITY OF WISCONSIN.

PART I, LINE 2

THE GRANT AND ASSISTANCE PAYMENTS ARE VERIFIED WITH INTERNAL DOCUMENTS TO ENSURE DONOR INTENT AND CRITERIA HAVE BEEN MET BEFORE THE PAYMENTS ARE MADE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL M KNETTER
PRESIDENT AND CEO/EX OFFICIO	$543,280	$0	$115,808	$0	$12,295	$0	$108,000	$0	$21,730	$0	$801,113	$0	$0	$0
JULIE M VAN CLEAVE
CHIEF INVESTMENT OFFICER	$608,252	$0	$174,950	$0	$1,290	$0	$27,500	$0	$1,498	$0	$813,490	$0	$0	$0
THOMAS P OLSON
CIO - PRIVATE MARKETS	$403,166	$0	$99,663	$0	$690	$0	$27,500	$0	$21,730	$0	$552,749	$0	$0	$0
ALISA A ROBERTSON
CHIEF ADVANCEMENT OFFICER	$248,931	$0	$43,979	$0	$450	$0	$25,474	$0	$20,341	$0	$339,175	$0	$0	$0
KARI P MYRLAND
CHIEF INFOR. OFFICER THRU 2/26/2019	$208,355	$0	$15,000	$0	$1,290	$0	$21,029	$0	$7,974	$0	$253,648	$0	$0	$0
GEOFFREY M MCCLOSKEY
CHIEF FINANCIAL OFFICER	$193,173	$0	$0	$0	$690	$0	$19,940	$0	$21,727	$0	$235,530	$0	$0	$0
SCOTT T MCKINNEY
CHIEF OPERATING OFFICER	$194,705	$0	$0	$0	$450	$0	$19,665	$0	$8,343	$0	$223,163	$0	$0	$0
JAMES P KENNEDY
CHIEF MARKETING & COMM OFFICER	$188,560	$0	$10,000	$0	$450	$0	$19,531	$0	$21,730	$0	$240,271	$0	$0	$0
SARAH SCHUTT
CHIEF ALUMNI OFF & EXE DIR WAA	$148,716	$0	$0	$0	$690	$0	$15,415	$0	$21,514	$0	$186,335	$0	$0	$0
COLLETTE M CLEMENS
CHIEF HR OFFICER - THRU 10/5/2018	$158,493	$0	$0	$0	$150	$0	$0	$0	$7,510	$0	$166,153	$0	$0	$0
ANNE M LUCKE
VICE PRESIDENT & MANAGING GROUP LEAD	$189,146	$0	$0	$0	$690	$0	$19,219	$0	$7,938	$0	$216,993	$0	$0	$0
RICHARD JAMES SHEPLEY
SR. MANAGING DIRECTOR OF INVEST. - P	$402,595	$0	$131,922	$0	$467	$0	$27,500	$0	$21,730	$0	$584,214	$0	$0	$0
BRAD W JOLIN
VICE PRESIDENT & MANAGING GROUP LEAD	$172,335	$0	$0	$0	$450	$0	$17,837	$0	$21,628	$0	$212,250	$0	$0	$0
JODI KRISTINE PATEK
VICE PRESIDENT OF STEWARDSHIP	$158,546	$0	$0	$0	$717	$0	$16,226	$0	$14,255	$0	$189,744	$0	$0	$0
NANCY FRANCISCO-WELKE
VICE PRESIDENT & MANAGING GROUP LEAD	$154,019	$0	$208	$0	$690	$0	$15,814	$0	$14,790	$0	$185,521	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THE PERSONAL USE PORTION OF MICHAEL M. KNETTER'S COUNTRY CLUB MEMBERSHIP IN THE AMOUNT OF $4,154 WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B	PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MICHAEL M. KNETTER PARTICIPATES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE UNIVERSITY OF WISCONSIN FOUNDATION CONTRIBUTED $18,500 AND $62,000, RESPECTIVELY TO THESE PLANS DURING 2018.
PART I, LINE 5	COMPENSATION CONTINGENT ON REVENUES: THE PRESIDENT/CEO AND CHIEF ADVANCEMENT OFFICER PARTICIPATE IN AN INCENTIVE COMPENSATION ARRANGEMENT. THESE EXECUTIVES VARIABLE COMPENSATION IS BASED ON PERFORMANCE AGAINST A SCORECARD AND INCLUDES A COMPONENT BASED ON DEVELOPMENT DOLLARS RECEIVED. THE CATEGORIES AND METRICS ARE REVIEWED AND ADJUSTED ANNUALLY BY THE EXECUTIVE COMMITTEE. THERE IS ALSO A QUALITATIVE COMPONENT TO EACH SCORECARD.
PART I, LINE 7	ORGANIZATION PROVIDING NON-FIXED PAYMENTS NOT DESCRIBED IN LINES 5 & 6: BEGINNING WITH CALENDAR YEAR 2007, THE INVESTMENT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION BOARD INSTITUTED AN INCENTIVE COMPENSATION PLAN FOR SELECTED PARTICIPANTS OF THE UW FOUNDATION INVESTMENT MANAGEMENT GROUP. THE BOARD OF DIRECTORS AND THE PRESIDENT OF THE UNIVERSITY OF WISCONSIN FOUNDATION APPROVED THE ESTABLISHMENT OF THE PLAN WHICH IS DETAILED BELOW: PARTICIPANTS: CHIEF INVESTMENT OFFICER, SENIOR DIRECTORS OF INVESTMENTS AND OTHERS RECOMMENDED BY THE PRESIDENT AND CEO AND APPROVED BY THE INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTEE. INCENTIVE COMPENSATION: PARTICIPANTS ARE ELIGIBLE FOR AWARDS RANGING FROM ZERO TO 50% OF THEIR ANNUAL BASE CASH COMPENSATION EARNED IN THE FISCAL YEAR UNDER REVIEW. THE PRESIDENT AND CEO, IN CONSULTATION WITH THE CHAIR OF THE INVESTMENT COMMITTEE, RECOMMENDS APPROPRIATE PERCENTAGE AWARDS BASED UPON A RETROSPECTIVE ASSESSMENT OF PERFORMANCE AGAINST GOALS ON A SET OF WEIGHTED FACTORS CUSTOMIZED FOR EACH ELIGIBLE EMPLOYEE. THESE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR FISCAL YEAR, AND ARE SUBSEQUENTLY PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. INCENTIVE COMPENSATION AWARDED UNDER THIS PLAN WILL NOT TRIGGER ADDITIONAL CONTRIBUTIONS TO THE FOUNDATION'S DEFINED CONTRIBUTION 401(K) PLAN. FACTORS TO CONSIDER: IN DETERMINING THE PERCENTAGE OF SALARY TO BE AWARDED, EACH ELIGIBLE PARTICIPANT WILL BE EVALUATED ON INVESTMENT RETURN RESULTS AS WELL AS NON-FINANCIAL FACTORS RELATED TO HIS/HER PERFORMANCE. THE SPECIFIC FACTORS, COMPARISONS, TIMEFRAMES AND WEIGHTINGS WILL BE DETERMINED BY THE INVESTMENT COMMITTEE CHAIR, IN CONSULTATION WITH THE PRESIDENT AND CEO, BASED ON EACH INDIVIDUAL PARTICIPANT'S ROLE, LENGTH OF SERVICE, ASSET CLASS RESPONSIBILITY AND OTHER RELEVANT FACTORS. THESE PERSONALIZED PERFORMANCE MEASURES WILL BE DOCUMENTED IN MATRICES, AND APPROVED BY THE EXECUTIVE COMMITTEE FOR EACH PARTICIPANT PRIOR TO THE BEGINNING OF THE FISCAL YEAR TO BE MEASURED. METHOD OF PAYMENT: PAYMENTS WILL BE AWARDED AS CASH OR DEFERRED COMPENSATION, THE LATTER SUBJECT TO APPROPRIATE IRS AND SEC REGULATIONS. PARTICIPANTS MAY SELECT THE FORM OF COMPENSATION IN INCREMENTS OF 25%.

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$5,378	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OTHER	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$6,061	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OTHER	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	884	ContributionCnt
Noncash Contributions Rpt F990	$38,284,682	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$48	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$1,979,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MISCELLANEOUS	82	$677,077	OTHER
Yes (X)	LIFE INSURANCE POLICIES	2	$246,600	OTHER
Yes (X)	GIFT CARDS	3	$700	MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	13	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	COLUMN B REPORTING EXPLANATION: THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I.
PART I, LINE 32B:	THIRD PARTIES AND NON-CASH CONTRIBUTIONS: FOR NON-CASH CONTRIBUTIONS THAT ARE NOT TRANSFERRED TO THE UNIVERSITY OF WISCONSIN, THE UNIVERSITY OF WISCONSIN FOUNDATION HIRES REAL ESTATE AGENTS (AT ARM'S LENGTH) TO SELL REAL ESTATE, BROKERS WITHIN A NETWORK OF ACCOUNTS HELD IN THE FOUNDATION'S NAME TO SELL STOCK, AND A THIRD PARTY (AT ARM'S LENGTH) TO SELL ANY MISCELLANEOUS GOODS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	MICHAEL SHANNON AND SUSAN ENGELEITER BOTH SERVED AS DIRECTORS ON THE BOARD AND ARE BROTHER AND SISTER.
FORM 990, PART VI, SECTION A, LINE 4	SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: - THE BYLAWS WERE CHANGED TO REFLECT THE NAME OF THE BUDGET AND PEOPLE COMMITTEE (PREVIOUSLY THE BUDGET AND PERSONNEL COMMITTEE) - ITEM ADDED TO THE BYLAWS SPECIFYING THE PROCESS FOR COMMITTEE CHAIR SELECTION AND APPROVAL - CREATION OF THE ADVANCEMENT COMMITTEE (COMBO OF THE PREVIOUS DEVELOPMENT COMMITTEE AND ALUMNI RELATIONS AND ENGAGEMENT COMMITTEE) - ADDED CHIEF DEVELOPMENT OFFICER POSITION, AND CHANGED SCOTT'S TITLE TO CHIEF LEGAL OFFICER (PREVIOUSLY CHIEF OPERATING OFFICER).
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS ORGANIZATION USES TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE A DRAFT OF THE FORM 990 IS RECEIVED FROM THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, A LINE BY LINE REVIEW OF THE RETURN IS COMPLETED BY THE DIRECTOR OF FINANCIAL REPORTING OF THE UNIVERSITY OF WISCONSIN FOUNDATION WHO IS A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS ALSO REVIEWED BY THE CHIEF FINANCIAL OFFICER AND BY THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO FILING. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	HOW ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY: ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES OF THE UNIVERSITY OF WISCONSIN FOUNDATION ARE COVERED UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE INTEREST THAT MAY LEAD TO A CONFLICT. OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE INTERESTED PARTY MUST FULLY DISCLOSE ANY POTENTIAL CONFLICTS AND COMPLETELY RECUSE HIM/HERSELF FROM DISCUSSION AND ANY RELATED VOTE.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: ANNUALLY THE EXECUTIVE COMMITTEE MEETS TO: 1) DETERMINE AND APPROVE THE PRESIDENT'S PAY, AND 2) REVIEW AND APPROVE THE PAY RECOMMENDATIONS MADE BY THE PRESIDENT FOR ALL OTHER OFFICERS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIRMAN, VICE CHAIR, ALUMNI RELATIONS & ENGAGEMENT COMMITTEE CHAIR, AUDIT COMMITTEE CHAIR, BUDGET & PEOPLE COMMITTEE CHAIR, DEVELOPMENT COMMITTEE CHAIR, GOVERNANCE & NOMINATING COMMITTEE CHAIR, AND INVESTMENT COMMITTEE CHAIR. THE EXECUTIVE COMMITTEE REVIEWS SALARY SURVEYS ADMINISTERED BY PROFESSIONAL COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPMENT DEPARTMENTS. THE EXECUTIVE COMMITTEE USES THIS MARKET DATA IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATIONS COMPENSATION PHILOSOPHY TO BE COMPETITIVE ON A NATIONAL BASIS FOR SIMILAR JOBS IN SIMILAR ORGANIZATIONS AS A BASIS FOR REVIEWING AND APPROVING ANY RECOMMENDATIONS. ACTIONS TAKEN ARE REFLECTED IN THE MINUTES OF EACH COMMITTEE MEETING. MINUTES ARE DISTRIBUTED, REVIEWED, AND OFFICIALLY APPROVED AT SUBSEQUENT MEETINGS.
FORM 990, PART VI, SECTION C, LINE 18	THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC: THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: WWW.SUPPORTUW.ORG/ABOUT-US/TAX-LEGAL/ -RESTATED ARTICLES OF INCORPORATION -BY-LAWS -FORM 1023 APPLICATION FOR EXEMPTION -IRS TAX DETERMINATION LETTER -AUDITED FINANCIAL STATEMENTS -ANNUAL REPORTS -FORM 990 -FORM 990-T
FORM 990, PART XII, LINE 2C:	THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.
FORM 8621: FILING 8621 ON BEHALF OF UNIVERSITY OF WISCONSIN FOUNDATION	UNIVERSITY OF WISCONSIN FOUNDATION OWNS A STAKE IN THE FOLLOWING PARTNERSHIPS WHICH HAVE INDIRECT INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES (PFICS), AND HAVE FILED FORM 8621 ON BEHALF OF UNIVERSITY OF WISCONSIN FOUNDATION: CERBERUS INSTITUTIONAL PARTNERS (SERIES THREE) CERBERUS INSTITUTIONAL PARTNERS (SERIES FOUR) LAZARD EMERGING MARKETS CORE EQUITY TRUST STEPSTONE UWF SECONDARY OPPORTUNITIES FUND, LP SERIES A STEPSTONE UWF SECONDARY OPPORTUNITIES FUND, LP SERIES B
FORM 8886: DISCLOSURE OF REPORTABLE TRANSACTIONS	THE FOLLOWING INVESTMENTS OF UNIVERSITY OF WISCONSIN FOUNDATION HAVE FILED FORM 8886 DISCLOSING REPORTABLE TRANSACTIONS. AS A LIMITED PARTNER IN THESE INVESTMENTS, UNIVERSITY OF WISCONSIN FOUNDATION'S ALLOCABLE SHARE FROM THE RESPECTIVE PASSTHROUGH ENTITIES DOES NOT EXCEED THE THRESHOLD AMOUNTS. THEREFORE, UNIVERSITY OF WISCONSIN FOUNDATION HAS NOT PARTICIPATED IN A LOSS TRANSACTION REPORTABLE ON FORM 8886: ACTIS EMERGING MARKETS 3 C, LP GLOBAL OPPORTUNISTIC FIXED INCOME PORTFOLIO HIGHBAR PARTNERS II, LP THE BLACKSTONE GROUP LP

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
UW-MADISON SUPPORTING ORGANIZATION INC
1848 UNIVERSITY AVENUE	MADISON	WI	53726	391947636	SUPPORT ORG	WI	501(C)(3)	LINE 12A, I	UNIV WI FDN	Yes (1)
THE EVJUE FOUNDATION INC
1901 FISH HATCHERY ROAD	MADISON	WI	53713	396073981	SUPPORT ORG	WI	501(C)(3)	LINE 12A, I		0	N/A
TERRY FAMILY FOUNDATION INC
125 N HAMILTON ST UNIT 1401	MADISON	WI	53703	391831024	SUPPORT ORG	WI	501(C)(3)	LINE 12A, I		0	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUST - 106
TRUST	WI	UW FOUNDATION	T	Yes (1)
CHARITABLE REMAINDER ANNUITY TRUST - 12
TRUST	WI	UW FOUNDATION	T	Yes (1)
POOLED INCOME FUND A - 11 PARTICIPANTS
POOLED FUND	WI	UW FOUNDATION		Yes (1)
POOLED INCOME FUND B - 5 PARTICIPANTS
POOLED FUND	WI	UW FOUNDATION		Yes (1)
POOLED INCOME FUND D - 1 PARTICIPANT
POOLED FUND	WI	UW FOUNDATION		Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CHARITABLE REMAINDER UNITRUSTS - 3
S	$402,834	CASH VALUE
POOLED INCOME FUND A - 1
S	$113,880	CASH VALUE
POOLED INCOME FUND D - 1
S	$23,350	CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V, LINES 1N & 10	FormAndLineReferenceDesc
Explanation	TRANSACTIONS WITH RELATED ORGANIZATIONS: THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE.	ExplanationTxt