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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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T12:04:53-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E WISCONSIN AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390743975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Wisconsin FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone6082634545PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537264090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIDGET BUSHPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE L WEBERPreparerPersonNm
PTINP00556798PTIN
Phone4142898200PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL M KNETTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537264090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,647,539,495GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SUPPORTUW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionUniversity 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 Body51VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee507TotalEmployeeCnt
Total Volunteers51TotalVolunteersCnt
Total Gross UBI-$2,372,832TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,888,911NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$388,508,377PYContributionsGrantsAmt
CY Contributions Grants$543,651,612CYContributionsGrantsAmt
PY Program Service Revenue$1,972,234PYProgramServiceRevenueAmt
CY Program Service Revenue$3,503,387CYProgramServiceRevenueAmt
PY Investment Income$153,860,401PYInvestmentIncomeAmt
CY Investment Income$119,467,086CYInvestmentIncomeAmt
PY Other Revenue$585,530PYOtherRevenueAmt
CY Other Revenue$1,254,238CYOtherRevenueAmt
PY Total Revenue$544,926,542PYTotalRevenueAmt
CY Total Revenue$667,876,323CYTotalRevenueAmt
PY Grants And Similar Paid$246,727,971PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,615,230CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,031,373PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,517,731CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$26,364,738CYTotalFundraisingExpenseAmt
PY Other Expenses$27,759,069PYOtherExpensesAmt
CY Other Expenses$31,158,594CYOtherExpensesAmt
PY Total Expenses$294,518,413PYTotalExpensesAmt
CY Total Expenses$278,291,555CYTotalExpensesAmt
PY Revenues Less Expenses$250,408,129PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$389,584,768CYRevenuesLessExpensesAmt
Total Assets BOY$3,283,644,772TotalAssetsBOYAmt
Total Assets EOY$3,492,673,853TotalAssetsEOYAmt
Total Liabilities BOY$374,482,676TotalLiabilitiesBOYAmt
Total Liabilities EOY$316,212,663TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,909,162,096NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,176,461,190NetAssetsOrFundBalancesEOYAmt
MissionThe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$220,615,230ExpenseAmt
Grant$220,615,230GrantAmt
DescIn 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

FieldValueIRS element (for citing)
Revenue$3,255,148RevenueAmt
DescMembership 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

FieldValueIRS element (for citing)
Revenue$248,239RevenueAmt
DescPublications: "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
FieldValueIRS element (for citing)
Total Program Service Expenses$220,615,230TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document284IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee507EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members51GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGET BUSHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6083085469PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 UNIVERSITY AVENUEAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Michael M Knetter
President and CEO60.00.5Yes (X)Yes (X)$624,671$0$109,151
Paula E Bonner
Chief Alumi Officer/Ex Officio45.0Yes (X)Yes (X)$277,409$0$38,317
Thomas J Falk
Chair - Term Exp 6/20172.0Yes (X)Yes (X)$0$0$0
Jeffery D Wiesner
Vice Chair - Term Exp 6/20172.0Yes (X)Yes (X)$0$0$0
Richard L Antoine
Ex Officio - Term is Continuous2.5Yes (X)$0$0$0
Nancy L Ballsrud
Director - Term Exp 6/20173.0Yes (X)$0$0$0
Rajiv Batra
Director - Term Exp 6/20180.5Yes (X)$0$0$0
John D Baumann
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Susan J Cellmer
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Jerome A Chazen
Director - Term Exp 6/20172.5Yes (X)$0$0$0
Paul J Collins
Ex Officio - Term is Continuous1.0Yes (X)$0$0$0
Jeffrey J Diermeier
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Susan S Engeleiter
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Wade Fetzer III
Ex Officio - Term is Continuous1.0Yes (X)$0$0$0
David F Florin
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Jere D Fluno
Ex Officio - Term is Continuous1.0Yes (X)$0$0$0
Peter L Frechette
Director - Term Exp 6/20170.5Yes (X)$0$0$0
Curtis J Fuszard
Director - Term Exp 6/20170.5Yes (X)$0$0$0
Colleen A Goggins
Director - Term Exp 6/20172.5Yes (X)$0$0$0
Jeffrey c Hammes
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Jon D Hammes
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Elizabeth M Harned
Director - Term Exp 6/20181.0Yes (X)$0$0$0
Jill S Hatton
Director - Term Exp 6/20173.0Yes (X)$0$0$0
Elzie L Higginbottom
Director - Term Exp 6/20180.5Yes (X)$0$0$0
John P Holton
Director - Term Exp 6/20172.0Yes (X)$0$0$0
William P Hsu
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Ted D Kellner
Ex Officio - Term is Continuous1.0Yes (X)$0$0$0
Peter S Kies
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Christopher Kozina
Director - Term Exp 6/20170.5Yes (X)$0$0$0
Paul A Leff
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Peter A Leidel
Director - Term Exp 6/20171.5Yes (X)$0$0$0
Thomas P Madsen
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Jane R Mandula
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Karen A Monfre
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Alice D Mortenson
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Melinda J Mount
Director - Term Exp 6/20170.5Yes (X)$0$0$0
John S Nelson
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Cory Nettles
Director - Term Exp 6/20171.0Yes (X)$0$0$0
John J Oros
Ex Officio - Term is Continuous1.0Yes (X)$0$0$0
Stephen R Petersen
Director - Term Exp 6/20173.0Yes (X)$0$0$0
Linda L Procci
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Dr Frederick A Robertson
Director - Term Exp 6/20170.5Yes (X)$0$0$0
Ricky C Sandler
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Jay R Sekelsky
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Paul S Shain
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Michael S Shannon
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Michael R Splinter
Director - Term Exp 6/20171.5Yes (X)$0$0$0
Stephanie L Swartz
Director - Term Exp 6/20171.0Yes (X)$0$0$0
Frances S Taylor
Ex Officio - Term is Continuous0.5Yes (X)$0$0$0
Patrick A Thiele
Director - Term Exp 6/20171.5Yes (X)$0$0$0
Doris F Weisburg
Director - Term Exp 6/20172.0Yes (X)$0$0$0
Julie M Van Cleave
Chief Investment Officer50.0Yes (X)$733,621$0$27,998
Thomas P Olson
CIO - Private Markets50.0Yes (X)$512,940$0$45,151
Alisa A Robertson
Assistant Secretary50.00.5Yes (X)$229,839$0$21,050
Kari P Myrland
Chief Information Officer45.0Yes (X)$197,913$0$27,058
Geoffrey M McCloskey
Chief Financial Officer60.0Yes (X)$176,323$0$36,659
Steven C Hudson
Chief Financial Officer45.0Yes (X)$158,533$0$27,175
Russell N Howes
Assistant Treasurer45.00.5Yes (X)$168,769$0$24,573
Scott T McKinney
Chief Administrative Officer50.00.5Yes (X)$154,232$0$22,392
Catherine M Ahrens
Secretary45.0Yes (X)$101,968$0$28,789
Bridget A Bush
Treasurer45.00.5Yes (X)$96,166$0$10,335
Mary M DeNiro
Chief Engagement Officer45.0Yes (X)$46,985$0$7,963
Kong Her
Sr Dir Inv- Fixed Income45.0$184,829$0$16,656Yes (X)
James P Kennedy
Chief Marketing Officer45.0$172,856$0$34,467Yes (X)
Marion F Brown
VP of Development45.0$167,854$0$17,901Yes (X)
Anne M Lucke
VP & Managing Group Leader50.0$160,914$0$23,181Yes (X)
Jodi K Patek
Chief of Staff50.0$152,145$0$27,958Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,317,967TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$546,774TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K42IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Robert W Baird Co Inc
777 e wisconsin avenue suite 2700MILWAUKEEWI53202investment advisor/custodian$1,479,392
Morgan stanley
1585 BroadwayNew YorkNY10036alt investment advisor$1,039,267
US Bank NA
PO Box 7900MadisonWI53707investment advisor/custodian$1,030,129
Yorktown Partners LLC
410 park avenue 19th flrNEW YORKNY10022alt investment advisor$1,013,517
Stepstone Group
4275 Executive SquareLaJollaCA92037investment consultant$884,589Suite 500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K53CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$55,000RelatedOrganizationsAmt
All Other Contributions$543,596,612AllOtherContributionsAmt
Noncash Contributions$147,384,423NoncashContributionsAmt
Total Contributions$543,651,612TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Registration900099$1,434,253$1,434,253
Membership Revenue541900$736,878$736,878
Athletic Travel Income900099$404,806$404,806
Publications541800$248,239$224,720$23,519
Sponsorship Income900099$231,497$231,497

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$447,714TotalRevenueColumnAmt
Related Or Exempt Func Income$447,714RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,503,387TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,553,777TotalRevenueColumnAmt
Unrelated Business Revenue-$5,466,872UnrelatedBusinessRevenueAmt
Exclusion$31,020,649ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,024,098TotalRevenueColumnAmt
Exclusion$1,024,098ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$44,380RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$44,380RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,380TotalRevenueColumnAmt
Exclusion$44,380ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,069,563,605SecuritiesAmt
Other$3,973,278OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,978,637,581SecuritiesAmt
Other$985,993OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$90,926,024SecuritiesAmt
Other$2,987,285OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,913,309TotalRevenueColumnAmt
Unrelated Business Revenue$2,869,320UnrelatedBusinessRevenueAmt
Exclusion$91,043,989ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$51,999GamingGrossIncomeAmt
Gaming Direct Expenses$22,315GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,684TotalRevenueColumnAmt
Exclusion$29,684ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$102,647GrossSalesOfInventoryAmt
Cost Of Goods Sold$17,283CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,364TotalRevenueColumnAmt
Exclusion$85,364ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Business900099BusinessCd
Total Revenue Column$70,712TotalRevenueColumnAmt
Exclusion$70,712ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$70,712OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$667,876,323TotalRevenueColumnAmt
Related Or Exempt Func Income$3,255,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,372,832UnrelatedBusinessRevenueAmt
Exclusion$123,342,395ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$220,615,230TotalAmt
Program Services$220,615,230ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,905,983TotalAmt
Management And General$2,952,955ManagementAndGeneralAmt
Fundraising$953,028FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,662,813TotalAmt
Management And General$5,770,225ManagementAndGeneralAmt
Fundraising$11,892,588FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,331,420TotalAmt
Management And General$725,028ManagementAndGeneralAmt
Fundraising$606,392FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,137,906TotalAmt
Management And General$798,304ManagementAndGeneralAmt
Fundraising$1,339,602FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,479,609TotalAmt
Management And General$927,138ManagementAndGeneralAmt
Fundraising$552,471FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$216,542TotalAmt
Management And General$79,631ManagementAndGeneralAmt
Fundraising$136,911FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$188,627TotalAmt
Management And General$183,891ManagementAndGeneralAmt
Fundraising$4,736FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,587,442TotalAmt
Management And General$9,587,442ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,804,592TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,268,187ManagementAndGeneralAmt
Fundraising$2,536,405FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$880,736TotalAmt
Management And General$1,803ManagementAndGeneralAmt
Fundraising$878,933FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,316,006TotalAmt
Management And General$440,633ManagementAndGeneralAmt
Fundraising$875,373FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,993,680TotalAmt
Management And General$888,565ManagementAndGeneralAmt
Fundraising$1,105,115FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$928,755TotalAmt
Management And General$415,073ManagementAndGeneralAmt
Fundraising$513,682FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$899,082TotalAmt
Management And General$365,956ManagementAndGeneralAmt
Fundraising$533,126FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$346,132TotalAmt
Management And General$177,451ManagementAndGeneralAmt
Fundraising$168,681FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$89,829TotalAmt
Management And General$89,829ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,728,264TotalAmt
Management And General$693,299ManagementAndGeneralAmt
Fundraising$1,034,965FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$497,586TotalAmt
Management And General$238,599ManagementAndGeneralAmt
Fundraising$258,987FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$876,180TotalAmt
Program Services$0ProgramServicesAmt
Management And General$402,219ManagementAndGeneralAmt
Fundraising$473,961FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$278,291,555TotalAmt
Program Services$220,615,230ProgramServicesAmt
Management And General$31,311,587ManagementAndGeneralAmt
Fundraising$26,364,738FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$400BOYAmt
EOY$400EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$956,664,822BOYAmt
EOY$258,842,208EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,049,969BOYAmt
EOY$192,092,654EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,096,158BOYAmt
EOY$41,977,689EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,169,804BOYAmt
EOY$1,082,170EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,554,015BOYAmt
EOY$1,674,044EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$28,968,484LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,244,655LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,437,128BOYAmt
EOY$20,723,829EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,686,812,403BOYAmt
EOY$2,469,100,094EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$525,933,965BOYAmt
EOY$492,403,040EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,926,108BOYAmt
EOY$14,777,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,283,644,772BOYAmt
EOY$3,492,673,853EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,291,378BOYAmt
EOY$34,910,797EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$888,453BOYAmt
EOY$136,533EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,878,218EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$365,302,845BOYAmt
EOY$278,287,115EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$374,482,676BOYAmt
EOY$316,212,663EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$228,830,607BOYAmt
EOY$197,494,864EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,398,302,164BOYAmt
EOY$1,464,488,384EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,282,029,325BOYAmt
EOY$1,514,477,942EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,909,162,096BOYAmt
EOY$3,176,461,190EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,283,644,772BOYAmt
EOY$3,492,673,853EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$389,584,768ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$121,841,220NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$444,454OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,541,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$211,242,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$266,773,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$388,508,377CurrentTaxYearMinus1YearAmt
Current Tax Year$543,651,612CurrentTaxYearAmt
Total$1,607,718,256TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,541,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$211,242,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$266,773,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$388,508,377CurrentTaxYearMinus1YearAmt
Current Tax Year$543,651,612CurrentTaxYearAmt
Total$1,607,718,256TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$451,194,849SubstantialContributorsTotAmt
Public Support Total170$1,156,523,407PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,330,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,098,234CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,812,554CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,049,808CurrentTaxYearMinus1YearAmt
Current Tax Year$32,089,127CurrentTaxYearAmt
Total$159,380,303TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,939CurrentTaxYearMinus1YearAmt
Current Tax Year$225,358CurrentTaxYearAmt
Total$488,478TotalAmt
FieldValueIRS element (for citing)
Total Support$1,767,587,037TotalSupportAmt
Gross Receipts Rltd Activities$5,152,316GrossReceiptsRltdActivitiesAmt
Public Support CY1700.6543PublicSupportCY170Pct
Public Support PY1700.6678PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,555,980,597BeginningYearBalanceAmt
Contributions$84,185,170ContributionsAmt
Investment Earnings Or Losses$68,320,858InvestmentEarningsOrLossesAmt
Other Expenditures$47,368,214OtherExpendituresAmt
End Year Balance$1,661,118,411EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,380,851,767BeginningYearBalanceAmt
Contributions$44,274,718ContributionsAmt
Investment Earnings Or Losses$179,220,591InvestmentEarningsOrLossesAmt
Other Expenditures$48,366,479OtherExpendituresAmt
End Year Balance$1,555,980,597EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$979,721,429BeginningYearBalanceAmt
Contributions$24,271,427ContributionsAmt
Investment Earnings Or Losses$122,517,831InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$304,936,665GrantsOrScholarshipsAmt
Other Expenditures$50,595,585OtherExpendituresAmt
End Year Balance$1,380,851,767EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,022,570,168BeginningYearBalanceAmt
Contributions$35,834,472ContributionsAmt
Investment Earnings Or Losses-$41,848,815InvestmentEarningsOrLossesAmt
Other Expenditures$36,834,396OtherExpendituresAmt
End Year Balance$979,721,429EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.8229PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.1771TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,313,026OtherCostOrOtherBasisAmt
Depreciation$5,181,667DepreciationAmt
Book Value$7,131,359BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$624,261OtherCostOrOtherBasisAmt
Depreciation$482,626DepreciationAmt
Book Value$141,635BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,731,814OtherCostOrOtherBasisAmt
Depreciation$2,580,362DepreciationAmt
Book Value$12,151,452BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$796,853OtherCostOrOtherBasisAmt
Book Value$796,853BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,723,829TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$322,560,367F
Real Asset Funds$167,572,875F
Other Funds$2,269,798F
FieldValueIRS element (for citing)
Total Book Value Securities$492,403,040TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$278,287,115TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe 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) footnoteORGA 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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxt
Central America and the Caribbean00Investments
Europe (Including Iceland and Greenland)00Investments
Sub-Saharan Africa00Investments
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3(f)FormAndLineReferenceDesc
ExplanationActivities 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

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$51,999GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$10,415CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$11,900OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$51,999GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$10,415CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$11,900OthDirectExpnssTotalGamingAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedWIStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility1.0GamingOwnFacilityPct
Individual With BooksBridget BushIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1Bridget BushBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$0GamingManagerCompensationAmt
Gaming Manager Services ProvOversees student organization raffleGamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd
Distributed$0DistributedAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of Wis$198,963,592See Sch I, Part IV
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$20,840,000AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$312,250AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$150,100AppraisalBooks
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$70,000AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$50,000AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$42,312AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$42,000Fair Mkt ValueMedical Equipment
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$37,000AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$12,000AppraisalGrand Piano
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$10,100AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$10,000AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$9,600AppraisalArtwork
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$6,366AppraisalBooks
UNIVERSITY OF WISCONSIN
21 N Park StMadisonWI53715396006492State of WisSee Sch I, Part IV$5,127Fair Mkt ValueEvent Hosting
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTHE 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 planSUPPLEMENTAL 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 paymentsNon-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

FieldValueIRS element (for citing)
Business Name Line1Robert W Baird Co IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionDirector on the boardRelationshipDescriptionTxt
Transaction$1,479,392TransactionAmt
TransactionInvestment Management FeesTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV Line 1FormAndLineReferenceDesc
ExplanationBusiness 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$21,414,140NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$161,266NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution458ContributionCnt
Noncash Contributions Rpt F990$124,781,564NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$254,312NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$721,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Life Insurance Policies2$40,000Other
Yes (X)Event Hosting14$10,184Other
Yes (X)Weaving Wool1$750Other
Yes (X)Antique Powder Boxes1$549Other
Yes (X)Miscellaneous Items10$158Other
FieldValueIRS element (for citing)
Form8283 Received102Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsThird 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 contributionsArt - 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsSusan 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 documentsChanges to Bylaws on October 30, 2015 removing organization members/membership.
Form 990, Part VI, Line 6 Classes of members or stockholdersThe 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 bodyThe 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 stockholdersThe 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 bodyTHE 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 policyORGANIZATION 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 officialPROCESS 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 publicTHE 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 RevenueTravel/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 balancesMiscellaneous Adjustment - -28000; WAA Service Corporation Liquidation / Equity Adjustment - -416454;
FORM 990, PART V, LINES 4A & 4BFINANCIAL 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UW-MADISON SUPPORTING ORGANIZATION INC
1848 UNIVERSITY AVENUEMADISONWI53726391947636SUPPORT ORGWI501(c)(3UNIV WI FNTNYes (true)
THE EVJUE FOUNDATION INC
PO BOX 8060MADISONWI53708396073981SUPPORT ORGWI501(c)(3NAfalse
TERRY FAMILY FOUNDATION INC
6048 S HIGHLANDS AVEMADISONWI53705391831024SUPPORT ORGWI501(c)(3NAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxt
CHARITABLE REMAINDER UNITRUST - 118 participants
1848 UNIVERSITY AVEMADISONWI53726TRUSTWIUW FOUNDATIONTrust
CHARITABLE REMAINDER ANNUITY TRUST - 11 participants
1848 UNIVERSITY AVEMADISONWI53726TRUSTWIUW FOUNDATIONTrust
POOLED INCOME FUND A - 18 participants
1848 UNIVERSITY AVEMADISONWI53726POOLED FUNDWIUW FOUNDATIONTrust
POOLED INCOME FUND B - 7 participants
1848 UNIVERSITY AVEMADISONWI53726POOLED FUNDWIUW FOUNDATIONTrust
POOLED INCOME FUND D - 3 participants
1848 UNIVERSITY AVEMADISONWI53726POOLED FUNDWIUW FOUNDATIONTrust
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
UW-Madison Supporting Organization Inc
C$55,000cash value
Charitable Remainder Unitrusts - 3 residual gift values paid out to UWF due
S$527,139cash valueto participant deaths
POOLED INCOME FUND A - Charitable Remainder Unitrusts - 3 residual gift val
S$92,982CASH VALUEues paid out to UWF due to participant deaths

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 1mFormAndLineReferenceDesc
ExplanationLine 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