UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349304436
- Schema version
- 2015v2.1
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:04:53-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | BRIDGET BUSH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M KNETTER | BusinessNameLine1Txt |
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 | $2,647,539,495 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 UW - Madison by soliciting gifts and bequests, administers & invests securities & property, and distributes Payments for benefit of UW-Madison. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 507 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | -$2,372,832 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,888,911 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $388,508,377 | PYContributionsGrantsAmt |
| CY Contributions Grants | $543,651,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,972,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,503,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,860,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,467,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | $585,530 | PYOtherRevenueAmt |
| CY Other Revenue | $1,254,238 | CYOtherRevenueAmt |
| PY Total Revenue | $544,926,542 | PYTotalRevenueAmt |
| CY Total Revenue | $667,876,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $246,727,971 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $220,615,230 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,031,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,517,731 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $26,364,738 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,759,069 | PYOtherExpensesAmt |
| CY Other Expenses | $31,158,594 | CYOtherExpensesAmt |
| PY Total Expenses | $294,518,413 | PYTotalExpensesAmt |
| CY Total Expenses | $278,291,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $250,408,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $389,584,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,283,644,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,492,673,853 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $374,482,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $316,212,663 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,909,162,096 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,176,461,190 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of Wisconsin foundation is the official not-for-profit fund raising corporation for the University of Wisconsin Madison (UW-Madison). it receives gifts and bequests, administers and invests securities and property, and disburses payments to and on behalf of UW-Madison for (continued from page 2 - Organization's Mission) advancement of scientific, literary, education, and athletic purposes. in addition, the university of Wisconsin foundation receives gifts and bequests, administers and invests securities and property and disburses payments to and on the behalf of several other units of the university of Wisconsin system for advancement of scientific, literary and educational purposes. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $220,615,230 | ExpenseAmt |
| Grant | $220,615,230 | GrantAmt |
| Desc | In accordance with the Organization's primary exempt purpose, the University of Wisconsin foundation assists by making payments to or on behalf of the University of Wisconsin. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $3,255,148 | RevenueAmt |
| Desc | Membership Services: Providing programs, activities, alumni learning, alumni clubs and chapters, as well as awards and recognition for approximately 40,000 members. these programs promote the University of Wisconsin. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $248,239 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $220,615,230 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 284 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 507 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | 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 | BRIDGET BUSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6083085469 | 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 (67 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 | 60.0 | 0.5 | Yes (X) | Yes (X) | $624,671 | $0 | $109,151 | |
| Paula E Bonner | ||||||||
| Chief Alumi Officer/Ex Officio | 45.0 | Yes (X) | Yes (X) | $277,409 | $0 | $38,317 | ||
| Thomas J Falk | ||||||||
| Chair - Term Exp 6/2017 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jeffery D Wiesner | ||||||||
| Vice Chair - Term Exp 6/2017 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard L Antoine | ||||||||
| Ex Officio - Term is Continuous | 2.5 | Yes (X) | $0 | $0 | $0 | |||
| Nancy L Ballsrud | ||||||||
| Director - Term Exp 6/2017 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Rajiv Batra | ||||||||
| Director - Term Exp 6/2018 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John D Baumann | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan J Cellmer | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jerome A Chazen | ||||||||
| Director - Term Exp 6/2017 | 2.5 | Yes (X) | $0 | $0 | $0 | |||
| Paul J Collins | ||||||||
| Ex Officio - Term is Continuous | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey J Diermeier | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan S Engeleiter | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Wade Fetzer III | ||||||||
| Ex Officio - Term is Continuous | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David F Florin | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jere D Fluno | ||||||||
| Ex Officio - Term is Continuous | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter L Frechette | ||||||||
| Director - Term Exp 6/2017 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Curtis J Fuszard | ||||||||
| Director - Term Exp 6/2017 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Colleen A Goggins | ||||||||
| Director - Term Exp 6/2017 | 2.5 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey c Hammes | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Jon D Hammes | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth M Harned | ||||||||
| Director - Term Exp 6/2018 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jill S Hatton | ||||||||
| Director - Term Exp 6/2017 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Elzie L Higginbottom | ||||||||
| Director - Term Exp 6/2018 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John P Holton | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| William P Hsu | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Ted D Kellner | ||||||||
| Ex Officio - Term is Continuous | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter S Kies | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Kozina | ||||||||
| Director - Term Exp 6/2017 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Paul A Leff | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter A Leidel | ||||||||
| Director - Term Exp 6/2017 | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Thomas P Madsen | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Jane R Mandula | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Karen A Monfre | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Alice D Mortenson | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Melinda J Mount | ||||||||
| Director - Term Exp 6/2017 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| John S Nelson | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Cory Nettles | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John J Oros | ||||||||
| Ex Officio - Term is Continuous | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen R Petersen | ||||||||
| Director - Term Exp 6/2017 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda L Procci | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Frederick A Robertson | ||||||||
| Director - Term Exp 6/2017 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Ricky C Sandler | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Jay R Sekelsky | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul S Shain | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael S Shannon | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael R Splinter | ||||||||
| Director - Term Exp 6/2017 | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie L Swartz | ||||||||
| Director - Term Exp 6/2017 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Frances S Taylor | ||||||||
| Ex Officio - Term is Continuous | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Patrick A Thiele | ||||||||
| Director - Term Exp 6/2017 | 1.5 | Yes (X) | $0 | $0 | $0 | |||
| Doris F Weisburg | ||||||||
| Director - Term Exp 6/2017 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie M Van Cleave | ||||||||
| Chief Investment Officer | 50.0 | Yes (X) | $733,621 | $0 | $27,998 | |||
| Thomas P Olson | ||||||||
| CIO - Private Markets | 50.0 | Yes (X) | $512,940 | $0 | $45,151 | |||
| Alisa A Robertson | ||||||||
| Assistant Secretary | 50.0 | 0.5 | Yes (X) | $229,839 | $0 | $21,050 | ||
| Kari P Myrland | ||||||||
| Chief Information Officer | 45.0 | Yes (X) | $197,913 | $0 | $27,058 | |||
| Geoffrey M McCloskey | ||||||||
| Chief Financial Officer | 60.0 | Yes (X) | $176,323 | $0 | $36,659 | |||
| Steven C Hudson | ||||||||
| Chief Financial Officer | 45.0 | Yes (X) | $158,533 | $0 | $27,175 | |||
| Russell N Howes | ||||||||
| Assistant Treasurer | 45.0 | 0.5 | Yes (X) | $168,769 | $0 | $24,573 | ||
| Scott T McKinney | ||||||||
| Chief Administrative Officer | 50.0 | 0.5 | Yes (X) | $154,232 | $0 | $22,392 | ||
| Catherine M Ahrens | ||||||||
| Secretary | 45.0 | Yes (X) | $101,968 | $0 | $28,789 | |||
| Bridget A Bush | ||||||||
| Treasurer | 45.0 | 0.5 | Yes (X) | $96,166 | $0 | $10,335 | ||
| Mary M DeNiro | ||||||||
| Chief Engagement Officer | 45.0 | Yes (X) | $46,985 | $0 | $7,963 | |||
| Kong Her | ||||||||
| Sr Dir Inv- Fixed Income | 45.0 | $184,829 | $0 | $16,656 | Yes (X) | |||
| James P Kennedy | ||||||||
| Chief Marketing Officer | 45.0 | $172,856 | $0 | $34,467 | Yes (X) | |||
| Marion F Brown | ||||||||
| VP of Development | 45.0 | $167,854 | $0 | $17,901 | Yes (X) | |||
| Anne M Lucke | ||||||||
| VP & Managing Group Leader | 50.0 | $160,914 | $0 | $23,181 | Yes (X) | |||
| Jodi K Patek | ||||||||
| Chief of Staff | 50.0 | $152,145 | $0 | $27,958 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,317,967 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $546,774 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Robert W Baird Co Inc | ||||||
| 777 e wisconsin avenue suite 2700 | MILWAUKEE | WI | 53202 | investment advisor/custodian | $1,479,392 | |
| Morgan stanley | ||||||
| 1585 Broadway | New York | NY | 10036 | alt investment advisor | $1,039,267 | |
| US Bank NA | ||||||
| PO Box 7900 | Madison | WI | 53707 | investment advisor/custodian | $1,030,129 | |
| Yorktown Partners LLC | ||||||
| 410 park avenue 19th flr | NEW YORK | NY | 10022 | alt investment advisor | $1,013,517 | |
| Stepstone Group | ||||||
| 4275 Executive Square | LaJolla | CA | 92037 | investment consultant | $884,589 | Suite 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $55,000 | RelatedOrganizationsAmt |
| All Other Contributions | $543,596,612 | AllOtherContributionsAmt |
| Noncash Contributions | $147,384,423 | NoncashContributionsAmt |
| Total Contributions | $543,651,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Registration | 900099 | $1,434,253 | $1,434,253 | ||
| Membership Revenue | 541900 | $736,878 | $736,878 | ||
| Athletic Travel Income | 900099 | $404,806 | $404,806 | ||
| Publications | 541800 | $248,239 | $224,720 | $23,519 | |
| Sponsorship Income | 900099 | $231,497 | $231,497 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $447,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,503,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,553,777 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,466,872 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,020,649 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,024,098 | TotalRevenueColumnAmt |
| Exclusion | $1,024,098 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,380 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,380 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,380 | TotalRevenueColumnAmt |
| Exclusion | $44,380 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,069,563,605 | SecuritiesAmt |
| Other | $3,973,278 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,978,637,581 | SecuritiesAmt |
| Other | $985,993 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,926,024 | SecuritiesAmt |
| Other | $2,987,285 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,913,309 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,869,320 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,043,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $51,999 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $22,315 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,684 | TotalRevenueColumnAmt |
| Exclusion | $29,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $102,647 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $17,283 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,364 | TotalRevenueColumnAmt |
| Exclusion | $85,364 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $70,712 | TotalRevenueColumnAmt |
| Exclusion | $70,712 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $70,712 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,876,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,255,148 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,372,832 | UnrelatedBusinessRevenueAmt |
| Exclusion | $123,342,395 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,615,230 | TotalAmt |
| Program Services | $220,615,230 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,905,983 | TotalAmt |
| Management And General | $2,952,955 | ManagementAndGeneralAmt |
| Fundraising | $953,028 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,662,813 | TotalAmt |
| Management And General | $5,770,225 | ManagementAndGeneralAmt |
| Fundraising | $11,892,588 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,420 | TotalAmt |
| Management And General | $725,028 | ManagementAndGeneralAmt |
| Fundraising | $606,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,906 | TotalAmt |
| Management And General | $798,304 | ManagementAndGeneralAmt |
| Fundraising | $1,339,602 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,609 | TotalAmt |
| Management And General | $927,138 | ManagementAndGeneralAmt |
| Fundraising | $552,471 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,542 | TotalAmt |
| Management And General | $79,631 | ManagementAndGeneralAmt |
| Fundraising | $136,911 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,627 | TotalAmt |
| Management And General | $183,891 | ManagementAndGeneralAmt |
| Fundraising | $4,736 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,587,442 | TotalAmt |
| Management And General | $9,587,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,804,592 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,268,187 | ManagementAndGeneralAmt |
| Fundraising | $2,536,405 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,736 | TotalAmt |
| Management And General | $1,803 | ManagementAndGeneralAmt |
| Fundraising | $878,933 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,006 | TotalAmt |
| Management And General | $440,633 | ManagementAndGeneralAmt |
| Fundraising | $875,373 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,680 | TotalAmt |
| Management And General | $888,565 | ManagementAndGeneralAmt |
| Fundraising | $1,105,115 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,755 | TotalAmt |
| Management And General | $415,073 | ManagementAndGeneralAmt |
| Fundraising | $513,682 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,082 | TotalAmt |
| Management And General | $365,956 | ManagementAndGeneralAmt |
| Fundraising | $533,126 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,132 | TotalAmt |
| Management And General | $177,451 | ManagementAndGeneralAmt |
| Fundraising | $168,681 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,829 | TotalAmt |
| Management And General | $89,829 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,728,264 | TotalAmt |
| Management And General | $693,299 | ManagementAndGeneralAmt |
| Fundraising | $1,034,965 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,586 | TotalAmt |
| Management And General | $238,599 | ManagementAndGeneralAmt |
| Fundraising | $258,987 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Bad Debt Expense | $3,713,432 | $3,713,432 | |
| Alumni Events | $2,499,782 | $2,499,782 | |
| Income Tax Liability | $308,153 | $308,153 | |
| Credit Card Usage Fees | $283,774 | $283,774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,180 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $402,219 | ManagementAndGeneralAmt |
| Fundraising | $473,961 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,291,555 | TotalAmt |
| Program Services | $220,615,230 | ProgramServicesAmt |
| Management And General | $31,311,587 | ManagementAndGeneralAmt |
| Fundraising | $26,364,738 | 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 | $956,664,822 | BOYAmt |
| EOY | $258,842,208 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,049,969 | BOYAmt |
| EOY | $192,092,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,096,158 | BOYAmt |
| EOY | $41,977,689 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,804 | BOYAmt |
| EOY | $1,082,170 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,015 | BOYAmt |
| EOY | $1,674,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,968,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,244,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,437,128 | BOYAmt |
| EOY | $20,723,829 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,812,403 | BOYAmt |
| EOY | $2,469,100,094 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,933,965 | BOYAmt |
| EOY | $492,403,040 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,926,108 | BOYAmt |
| EOY | $14,777,725 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,283,644,772 | BOYAmt |
| EOY | $3,492,673,853 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,291,378 | BOYAmt |
| EOY | $34,910,797 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,453 | BOYAmt |
| EOY | $136,533 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,878,218 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,302,845 | BOYAmt |
| EOY | $278,287,115 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,482,676 | BOYAmt |
| EOY | $316,212,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,830,607 | BOYAmt |
| EOY | $197,494,864 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,302,164 | BOYAmt |
| EOY | $1,464,488,384 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,029,325 | BOYAmt |
| EOY | $1,514,477,942 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,909,162,096 | BOYAmt |
| EOY | $3,176,461,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,283,644,772 | BOYAmt |
| EOY | $3,492,673,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $389,584,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$121,841,220 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$444,454 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $197,541,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,242,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $266,773,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,508,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,651,612 | CurrentTaxYearAmt |
| Total | $1,607,718,256 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,541,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,242,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $266,773,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,508,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,651,612 | CurrentTaxYearAmt |
| Total | $1,607,718,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $451,194,849 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,156,523,407 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,330,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,098,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,812,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,049,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,089,127 | CurrentTaxYearAmt |
| Total | $159,380,303 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,358 | CurrentTaxYearAmt |
| Total | $488,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,767,587,037 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,152,316 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6543 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6678 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - GAMING ACTIVITY, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 38939.0, COLUMN E - 51999.0, COLUMN F - 90938.0; DESCRIPTION - INVENTORY SALES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 102647.0, COLUMN F - 102647.0; DESCRIPTION - MISCELLANEOUS REVNUE, COLUMN A - , COLUMN B - 103805.0, COLUMN C - 120376.0, COLUMN D - , COLUMN E - 70712.0, COLUMN F - 294893.0; | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,980,597 | BeginningYearBalanceAmt |
| Contributions | $84,185,170 | ContributionsAmt |
| Investment Earnings Or Losses | $68,320,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,368,214 | OtherExpendituresAmt |
| End Year Balance | $1,661,118,411 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,380,851,767 | BeginningYearBalanceAmt |
| Contributions | $44,274,718 | ContributionsAmt |
| Investment Earnings Or Losses | $179,220,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,366,479 | OtherExpendituresAmt |
| End Year Balance | $1,555,980,597 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $979,721,429 | BeginningYearBalanceAmt |
| Contributions | $24,271,427 | ContributionsAmt |
| Investment Earnings Or Losses | $122,517,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$304,936,665 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,595,585 | OtherExpendituresAmt |
| End Year Balance | $1,380,851,767 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,022,570,168 | BeginningYearBalanceAmt |
| Contributions | $35,834,472 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,848,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,834,396 | OtherExpendituresAmt |
| End Year Balance | $979,721,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8229 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1771 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | 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 | $12,313,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,181,667 | DepreciationAmt |
| Book Value | $7,131,359 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $624,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,626 | DepreciationAmt |
| Book Value | $141,635 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,731,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,580,362 | DepreciationAmt |
| Book Value | $12,151,452 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $796,853 | OtherCostOrOtherBasisAmt |
| Book Value | $796,853 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,723,829 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited Partnerships | $322,560,367 | F |
| Real Asset Funds | $167,572,875 | F |
| Other Funds | $2,269,798 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $492,403,040 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation | $2,260,880 |
| Accrued Social Security | |
| Liability Under Split Interest | $43,884,223 |
| Funds Due to Other Organizations | $2,062,879 |
| Benefit of U.W. - Hospital & Clinic | $194,532,835 |
| Benefit of U.W. - Stevens Point Fdn | $27,663,805 |
| Benefit of U.W. - Stout Fdn | $1,368,831 |
| Benefit of U.W. - Green Bay Fdn | $6,511,513 |
| Benefit of WIAC | $2,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $278,287,115 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Foundation's endowment consisted of 3,726 and 3,513 individual funds at December 31, 2015 and 2014, 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. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | ORGA NIZATION '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 s income, as a result of ownership in various investment entities. The foundation recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statement is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. The foundation applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open. The foundation is subject to federal income taxes and files state tax returns in various states. In addition to filing in its home state of Wisconsin, the foundation files state income tax returns in thirty-eight states. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant Judgment to apply. Tax years open to Examination by tax authorities under federal statute of limitations include calendar years 2012 through 2015. Open tax years under the various state statutes of limitations include calendar years 2009 to 2015. For states where the foundation has not filed a state return, all tax years remain open. The foundation, if applicable, recognizes interest accrued related to unrecognized ta x benefits in interest expense and recognizes penalties in operating expenses. During the years ended December 31, 2015 and 2014, the foundation did not recognize any material interest or penalties. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt |
|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments |
| Sub-Saharan Africa | 0 | 0 | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3(f) | FormAndLineReferenceDesc |
| Explanation | Activities per Region: Due to the extent and indirect tiered partnership structure of the Foundation's investments, total expenditures and investment information is not readily available. The Foundation monitors investments for Form 926 and Form 8865 filing requirements and files applicable returns as needed which are submitted with the organization's Form 990-T. | ExplanationTxt |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $51,999 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $10,415 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $11,900 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $51,999 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $10,415 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $11,900 | OthDirectExpnssTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.0 | GamingOwnFacilityPct |
| Individual With Books | Bridget Bush | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bridget Bush | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Oversees student organization raffle | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | $198,963,592 | See Sch I, Part IV | |||
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $20,840,000 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $312,250 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $150,100 | Appraisal | Books | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $70,000 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $50,000 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $42,312 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $42,000 | Fair Mkt Value | Medical Equipment | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $37,000 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $12,000 | Appraisal | Grand Piano | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $10,100 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $10,000 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $9,600 | Appraisal | Artwork | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $6,366 | Appraisal | Books | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N Park St | Madison | WI | 53715 | 396006492 | State of Wis | See Sch I, Part IV | $5,127 | Fair Mkt Value | Event Hosting | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 | $503,290 | $0 | $108,000 | $0 | $13,381 | $0 | $90,500 | $0 | $18,651 | $0 | $733,822 | $0 | $0 | $0 |
| Paula E Bonner | ||||||||||||||
| Chief Alumi Officer/Ex Officio | $275,429 | $0 | $0 | $0 | $1,980 | $0 | $25,752 | $0 | $12,565 | $0 | $315,726 | $0 | $0 | $0 |
| Julie M Van Cleave | ||||||||||||||
| Chief Investment Officer | $519,831 | $0 | $212,500 | $0 | $1,290 | $0 | $26,500 | $0 | $1,498 | $0 | $761,619 | $0 | $0 | $0 |
| Thomas P Olson | ||||||||||||||
| CIO - Private Markets | $380,510 | $0 | $131,740 | $0 | $690 | $0 | $26,500 | $0 | $18,651 | $0 | $558,091 | $0 | $0 | $0 |
| Alisa A Robertson | ||||||||||||||
| Assistant Secretary | $195,947 | $0 | $33,592 | $0 | $300 | $0 | $19,552 | $0 | $1,498 | $0 | $250,889 | $0 | $0 | $0 |
| Kari P Myrland | ||||||||||||||
| Chief Information Officer | $196,623 | $0 | $0 | $0 | $1,290 | $0 | $20,027 | $0 | $7,031 | $0 | $224,971 | $0 | $0 | $0 |
| Geoffrey M McCloskey | ||||||||||||||
| Chief Financial Officer | $175,642 | $0 | $0 | $0 | $681 | $0 | $18,097 | $0 | $18,562 | $0 | $212,982 | $0 | $0 | $0 |
| Steven C Hudson | ||||||||||||||
| Chief Financial Officer | $157,391 | $0 | $0 | $0 | $1,142 | $0 | $16,065 | $0 | $11,110 | $0 | $185,708 | $0 | $0 | $0 |
| Russell N Howes | ||||||||||||||
| Assistant Treasurer | $166,571 | $0 | $0 | $0 | $2,198 | $0 | $16,979 | $0 | $7,594 | $0 | $193,342 | $0 | $0 | $0 |
| Scott T McKinney | ||||||||||||||
| Chief Administrative Officer | $153,936 | $0 | $0 | $0 | $296 | $0 | $15,569 | $0 | $6,823 | $0 | $176,624 | $0 | $0 | $0 |
| Kong Her | ||||||||||||||
| Sr Dir Inv- Fixed Income | $182,275 | $0 | $0 | $0 | $2,554 | $0 | $860 | $0 | $15,796 | $0 | $201,485 | $0 | $0 | $0 |
| James P Kennedy | ||||||||||||||
| Chief Marketing Officer | $172,406 | $0 | $0 | $0 | $450 | $0 | $15,750 | $0 | $18,717 | $0 | $207,323 | $0 | $0 | $0 |
| Marion F Brown | ||||||||||||||
| VP of Development | $164,044 | $0 | $0 | $0 | $3,810 | $0 | $16,562 | $0 | $1,339 | $0 | $185,755 | $0 | $0 | $0 |
| Anne M Lucke | ||||||||||||||
| VP & Managing Group Leader | $160,224 | $0 | $0 | $0 | $690 | $0 | $16,272 | $0 | $6,909 | $0 | $184,095 | $0 | $0 | $0 |
| Jodi K Patek | ||||||||||||||
| Chief of Staff | $151,696 | $0 | $0 | $0 | $449 | $0 | $15,499 | $0 | $12,459 | $0 | $180,103 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE PERSONAL USE PORTION OF MICHAEL M KNETTER'S COUNTRY CLUB MEMBERSHIP WAS INCLUDED IN HIS FORM W-2. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MICHAEL 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 $18,000 AND $55,500 RESPECTIVELY TO THESE PLAN DURING 2015. |
| Schedule J, Part I, Line 7 Non-fixed payments | 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 MANAGMENT 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 BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE. 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. THE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR FISCAL YEAR, TYPICALLY DURING THE MONTH OF FEBRUARY, AND ARE SUBSEQUENTLY PRESENTED TO THE BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE 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 BUDGET AND PERSONNEL COMPENSATION SUBCOMMITTEE 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert W Baird Co Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Director on the board | RelationshipDescriptionTxt |
| Transaction | $1,479,392 | TransactionAmt |
| Transaction | Investment Management Fees | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV Line 1 | FormAndLineReferenceDesc |
| Explanation | Business Transaction Involving Interested Person The UW Foundation paid Robert W Baird & Co, Inc . $1,479,392 for investing management Cory Nettles, a UW Foundation director, is a director at Robert W Baird & Co, Inc. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,414,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $161,266 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 458 | ContributionCnt |
| Noncash Contributions Rpt F990 | $124,781,564 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $254,312 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $721,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Life Insurance Policies | 2 | $40,000 | Other |
| Yes (X) | Event Hosting | 14 | $10,184 | Other |
| Yes (X) | Weaving Wool | 1 | $750 | Other |
| Yes (X) | Antique Powder Boxes | 1 | $549 | Other |
| Yes (X) | Miscellaneous Items | 10 | $158 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 102 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | Third Parties and Non-cash contributions the University of Wisconsin Foundation hires real estate agents (at arm's length), as necessary, to sell real estate that is not transferred to the University of Wisconsin. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Art - Works of art: The organization is reporting number of contributions. Books and publications: The organization is reporting number of contributions. Securities - Publicly traded: The organization is reporting number of contributions. Securities - Closely held stock: The organization is reporting number of contributions. Real estate - Residential: The organization is reporting number of contributions. Other: The organization is reporting number of contributions. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Susan S Engeleiter and Michael S Shannon - Family relationship, Paul S Shain and Ted Kellner - Business relationship, Paul S Shain, Ted D Kellner, and Michael M Knetter - Business relationship, Jane Mandula and Michael Splinter - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Changes to Bylaws on October 30, 2015 removing organization members/membership. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The following was removed from bylaws as of October 30, 2015: ORGANIZATION MEMBERS: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II - MEMBERS : "2.01 NUMBER THE CORPORATION SHALL HAVE AT LEAST ON HUNDRED (100) MEMBERS AND NO MORE THAN FIVE HUNDRED (500) MEMBERS, THE EXACT NUMBER TO BE DETERMINED FROM TIME TO TIME BY THE NUMBER OF PERSONS ELECTED TO MEMBERSHIP " "2.02 QUALIFICATIONS MEMBERS SHALL BE NATURAL PERSONS MEMBERSHIP SHALL BE PERSONAL TO A MEMBER AND NO MEMBERSHIP OR RIGHTS OF A MEMBER SHALL BE ASSIGNED OR TRANSFERRED IN ANY MANNER IT SHALL NOT BE A CONDITION OF MEMBERSHIP THAT A PERSON SHALL HAVE BEEN A GRADUATE OR STUDENT OR FORMER STUDENT OF A UNIVERSITY OR COLLEGE, OR SHALL HAVE FIELD ANY OFFICE, POSITION OR MEMBERSHIP IN ANY OTHER ORGANIZATION, PUBLIC OR PRIVATE." |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The following was removed from bylaws as of October 30, 2015: MEMBERS MAY ELECT ONE OR MORE MEMBERS OF GOVERNING BODY: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II: "2.09 NOTICE OF MEETING: WRITTEN NOTICE STATING THE DATE, TIME, AND PLACE OF THE MEETING AND, IN THE CASE OF A SPECIAL MEETING, THE PURPOSE OR PURPOSES FOR WHICH THE MEETING IS CALLED, SHALL BE GIVEN NOT LESS THAN FIVE (5) DAYS NOR MORE THAN FIFTY (50) DAYS BEFORE SUCH MEETING BY OR AT THE DIRECTION OF THE CHAIR, IF THE CHAIR CALLED THE MEETING AT THE REQUEST OF MEMBERS, TO EACH MEMBER ENTITLED TO VOTE AT SUCH MEETING NOTICE MAY BE GIVEN IN PERSON OR BY ANY RELIABLE MEANS OF COMMUNICATION PERMITTED BY WISCONSIN STATUTES, INCLUDING E-MAIL, FACSIMILE TRANSMISSION OR CONVENTIONAL MAIL IF MAILED, SUCH NOTICE SHALL BE DEEMED TO BE DELIVERED WHEN DEPOSITED IN THE UNITED STATES MAIL, ADDRESSED TO THE MEMBER AT HIS/HER ADDRESS AS IT APPEARS IN THE RECORDS OF THE CORPORATION WITH POSTAGE THEREON PREPAID." "2.10 QUORUM: TWENTY PERCENT (20%) OF THE MEMBERS IF A QUORUM IS PRESENT, THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE MEMBERS REPRESENTED AT THE MEETING AND ENTITLED TO VOTE ON THE SUBJECT MATTER SHALL BE THE ACT OF THE MEMBER UNLESS THE VOTE OF A GREATER NUMBER IS REQUIRED BY LAW THOUGH LESS THAN A QUORUM OF THE MEMBERS REPRESENTED AT A MEETING, A MAJORITY OF THE MEMBERS SO REPRESENTED MAY ADJOURN THE MEETING FROM TIME WITHOUT FURTHER NOTICE AT SUCH ADJOURNED MEETING AT WHICH A QUORUM SHALL BE PRESENT OR REPRESENTED, ANY BUSINESS MAY BE TRANSACTED WHICH MIGHT HAVE BEEN TRANSACTED AT THE MEETING AS ORIGIONALL NOTIFIED." "2.12 VOTING OF MEMBERS: EACH MEMBER SHALL BE ENTITLED TO ONE VOTE UPON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE MEMBERS THE AFFIRMIATIVE VOTE OF A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY MEMBERS PRESENT, INPERSON OR BY PROXY, AT A MEETING AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE MEMBERS, UNLESS A GREATER NUMBER OF VOTES IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION OR THE BYLAWS." |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The following was removed from bylaws as of October 30, 2015: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BY LAWS, ARTICLE VII: "8.01 BY MEMBERS: THESE BY-LAWS MAY BE ALTERED, AMENDED OR REPEALED AND NEW BY-LAWS MAY BE ADOPTED BY THE MEMBERS BY AFFIRMATIVE VOTE OF NOT LESS THAN A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE MEMBERS PRESENT IN PERSON OR REPRESENTED BY PROXY AT A MEETING OF MEMBERS AT WHICH QUORUM IS PRESET, UNLESS A GREATER VOTE IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION , OR THESE BYLAWS." |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED BY THE FILING ORGANIZATION'S SENIOR DIRECTOR OF TAX. THE DRAFT RETURN IS REVIEWED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. 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 THE RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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 FOUNDATIONS CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE INTERESTS 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, Line 15a Process to establish compensation of top management official | PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: ANNUALLY THE COMPENSATION SUBCOMMITTEE OF THE BUDGET AND PERSONNEL 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 COMPENSATION SUBCOMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIRMAN, VICE CHAIR BUDGET AND PERSONNEL COMMITTEE CHAIR, AND SELECT OTHER BOARD MEMBERS. THE SUBCOMMITTEE REVIEWS SALARY SURVEYS ADMINISTERED BY PROFESSIONAL COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPEMENT DEPARTMENTS. THE SUBCOMMITTEE USES THIS MARKET DATE 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, Line 19 Required documents available to the public | THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: 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 THE CONFLICT OF THE INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Travel/Tour Commission - Total Revenue: 224358, Related or Exempt Function Revenue: 224358, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Membership Insurance - Total Revenue: 223356, Related or Exempt Function Revenue: 223356, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Miscellaneous Adjustment - -28000; WAA Service Corporation Liquidation / Equity Adjustment - -416454; |
| FORM 990, PART V, LINES 4A & 4B | FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES: THE ORGANIZATION HAS EVALUATED ITS FOREIGN OFFSHORE INVESTMENT FUND HOLDINGS BASED ON RECENT IRS GUIDANCE AND IS NOT SUBJECT TO THE FILING OF FORM TD F 90-22.1 TO REPORT ITS INTERESTS IN FOREIGN FINANCIAL ACCOUNTS. THESE ACCOUNTS ARE FOREIGN OFFSHORE INVESTMENT FUND HOLDINGS AND DO NOT MEET THE DEFINITION OF FOREIGN MUTUAL FUNDS REQUIRING DISCLOSURE. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UW-MADISON SUPPORTING ORGANIZATION INC | |||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 391947636 | SUPPORT ORG | WI | 501(c)(3 | UNIV WI FNTN | Yes (true) |
| THE EVJUE FOUNDATION INC | |||||||||
| PO BOX 8060 | MADISON | WI | 53708 | 396073981 | SUPPORT ORG | WI | 501(c)(3 | NA | false |
| TERRY FAMILY FOUNDATION INC | |||||||||
| 6048 S HIGHLANDS AVE | MADISON | WI | 53705 | 391831024 | SUPPORT ORG | WI | 501(c)(3 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST - 118 participants | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | TRUST | WI | UW FOUNDATION | Trust |
| CHARITABLE REMAINDER ANNUITY TRUST - 11 participants | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | TRUST | WI | UW FOUNDATION | Trust |
| POOLED INCOME FUND A - 18 participants | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | POOLED FUND | WI | UW FOUNDATION | Trust |
| POOLED INCOME FUND B - 7 participants | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | POOLED FUND | WI | UW FOUNDATION | Trust |
| POOLED INCOME FUND D - 3 participants | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | POOLED FUND | WI | UW FOUNDATION | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt | Business Name Line2OtherOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|
| UW-Madison Supporting Organization Inc | |||
| C | $55,000 | cash value | |
| Charitable Remainder Unitrusts - 3 residual gift values paid out to UWF due | |||
| S | $527,139 | cash value | to participant deaths |
| POOLED INCOME FUND A - Charitable Remainder Unitrusts - 3 residual gift val | |||
| S | $92,982 | CASH VALUE | ues paid out to UWF due to participant deaths |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1m | FormAndLineReferenceDesc |
| Explanation | Line 1m and 1n: TRANSACTIONS WITH RELATED ORGANIZATIONS THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN MADISON SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE. | ExplanationTxt |