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UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349309757
Schema version
2014v5.0
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)
Return2015-11-16T13:51:52-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 AveAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390743975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRIDGET A BUSHInCareOfNm
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
Phone6083085469PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle L WeberPreparerPersonNm
PTINP00556798PTIN
Phone4142898200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL M KNETTER PRES CEOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537264090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,454,104,504GrossReceiptsAmt
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 & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTY,& DISTRIBUTES PAYMENTS FOR BENEFIT OF UW-MADISONActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee449TotalEmployeeCnt
Total Volunteers56TotalVolunteersCnt
Total Gross UBI$1,175,137TotalGrossUBIAmt
PY Contributions Grants$266,773,753PYContributionsGrantsAmt
CY Contributions Grants$388,508,377CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$1,972,234CYProgramServiceRevenueAmt
PY Investment Income$109,716,040PYInvestmentIncomeAmt
CY Investment Income$153,860,401CYInvestmentIncomeAmt
PY Other Revenue$657,196PYOtherRevenueAmt
CY Other Revenue$585,530CYOtherRevenueAmt
PY Total Revenue$377,146,989PYTotalRevenueAmt
CY Total Revenue$544,926,542CYTotalRevenueAmt
PY Grants And Similar Paid$236,845,858PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$246,727,971CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,980,109PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,031,373CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,818,436CYTotalFundraisingExpenseAmt
PY Other Expenses$22,059,710PYOtherExpensesAmt
CY Other Expenses$27,759,069CYOtherExpensesAmt
PY Total Expenses$275,885,677PYTotalExpensesAmt
CY Total Expenses$294,518,413CYTotalExpensesAmt
PY Revenues Less Expenses$101,261,312PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$250,408,129CYRevenuesLessExpensesAmt
Total Assets BOY$3,100,909,316TotalAssetsBOYAmt
Total Assets EOY$3,283,644,772TotalAssetsEOYAmt
Total Liabilities BOY$388,863,359TotalLiabilitiesBOYAmt
Total Liabilities EOY$374,482,676TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,712,045,957NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,909,162,096NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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 ADVANCEMENT OF SCIENTIFIC, LITERARY, EDUCATIONAL, 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 SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$246,727,971ExpenseAmt
Grant$246,727,971GrantAmt
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$1,873,649RevenueAmt
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$83,485RevenueAmt
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 members 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 the Wisconsin idea.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$246,727,971TotalProgramServiceExpensesAmt
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 Document282IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee449EmployeeCnt
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 OffalseForm8282PropertyDisposedOfInd
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 Members43GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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 FldAZStatesWhereCopyOfReturnIsFldCd
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 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

FieldValueIRS element (for citing)
PersonBRIDGET A BUSHPersonNm
Phone6083085469PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Richard L Antoine
ex officio -TERM IS Continuous4.00.0Yes (X)$0$0$0
Nancy L Ballsrud
Director - term exp 6/20171.50.0Yes (X)$0$0$0
John D Baumann
Director - term exp 6/20172.00.0Yes (X)$0$0$0
Susan J Cellmer
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Jerome A Chazen
Director - Term EXP 6/20145.00.0Yes (X)$0$0$0
Paul J Collins
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
Connie R Curran
Director - THRU 11/20141.00.0Yes (X)$0$0$0
Jeffrey J Diermeier
Director - TERM EXP 6/20141.00.0Yes (X)$0$0$0
Susan S Engeleiter
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Thomas J Falk
Chair - TERM EXP 6/20151.00.0Yes (X)$0$0$0Yes (X)
Wade Fetzer III
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
David F Florin
Director - term exp 6/20171.00.0Yes (X)$0$0$0
Jere D Fluno
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
W Jerome Frautschi
Director - THRU 6/20140.50.0Yes (X)$0$0$0
Peter L Frechette
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Curtis J Fuszard
Director - term exp 6/20170.50.0Yes (X)$0$0$0
Colleen A Goggins
Director - TERM EXP 6/20171.00.0Yes (X)$0$0$0
George F Hamel Jr
Director - TERM EXP 6/20141.00.0Yes (X)$0$0$0
Jeffrey C Hammes
Director - TERM EXP 6/20170.50.0Yes (X)$0$0$0
Jon D Hammes
Director - TERM EXP 6/20150.50.0Yes (X)$0$0$0
Jill S Hatton
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
John P Holton
Director - TERM EXP 6/20161.50.0Yes (X)$0$0$0
William P Hsu
Director - term exp 6/20172.50.0Yes (X)$0$0$0
Dong-Soo Hur
Director - TERM EXP 6/20160.50.0Yes (X)$0$0$0
Judy H Jorgensen
Director - THRU 6/20141.00.0Yes (X)$0$0$0
Ted D Kellner
Ex Officio -TERM IS Continuous0.50.0Yes (X)$0$0$0
Peter S Kies
Director - term exp 6/20171.00.0Yes (X)$0$0$0
Christopher Kozina
Director - term exp 6/20171.00.0Yes (X)$0$0$0
Paul A Leff
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Michael E Lehman
Director - TERM EXP 6/20142.50.0Yes (X)$0$0$0
Peter A Leidel
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
Thomas P Madsen
Director - TERM EXP 6/20162.00.0Yes (X)$0$0$0
Jane R Mandula
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
Karen A Monfre
Director - term exp 6/20171.00.0Yes (X)$0$0$0
Alice D Mortenson
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
Melinda J Mount
Director - TERM EXP 6/20142.00.0Yes (X)$0$0$0
John S Nelson
Director - TERM EXP 6/20162.00.0Yes (X)$0$0$0
Cory Nettles
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Albert O Nicholas
Director - TERM EXP 6/20140.50.0Yes (X)$0$0$0
John J Oros
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
San Watterson Orr Jr
Ex Officio - THRU 9/20141.00.0Yes (X)$0$0$0
Stephen R Petersen
Director - TERM EXP 6/20154.00.0Yes (X)$0$0$0
Linda L Procci
Director - TERM EXP 6/20151.50.0Yes (X)$0$0$0
Dr Frederick A Robertson
Director - TERM EXP 6/20143.00.0Yes (X)$0$0$0
Ricky C Sandler
Director - TERM EXP 6/20142.00.0Yes (X)$0$0$0
Jay R Sekelsky
Director - TERM EXP 6/20141.00.0Yes (X)$0$0$0
Allan H Selig
Director - TERM EXP 6/20140.250.0Yes (X)$0$0$0
Paul S Shain
Director - TERM EXP 6/20171.00.0Yes (X)$0$0$0
Michael S Shannon
Director - TERM EXP 6/20174.00.0Yes (X)$0$0$0
Michael R Splinter
Director - TERM EXP 6/20151.00.0Yes (X)$0$0$0
Stephanie L Swartz
Director - term exp 6/20171.00.0Yes (X)$0$0$0
Frances S Taylor
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
Patrick A Thiele
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
Todd E Warnock
Director - TERM EXP 6/20141.00.0Yes (X)$0$0$0
Doris F Weisberg
Director - TERM EXP 6/20161.00.0Yes (X)$0$0$0
Jeffrey D Wiesner
vice chair - TERM EXP 6/20164.00.0Yes (X)$0$0$0Yes (X)
Michael M Knetter
PRESIDENT AND CEO60.01.0Yes (X)$568,608$0$109,574Yes (X)
Paula E Bonner
ex officio/chief alumni office60.00.0Yes (X)$117,633$0$19,646Yes (X)
Julie Van Cleave
Chief Investment Officer50.00.0$601,410$0$11,498Yes (X)
Thomas P Olson
Chief Investment Officer50.00.0$474,015$0$45,574Yes (X)
Steven L Hudson
Chief Financial Officer45.00.0$225,727$0$42,524Yes (X)
Kari Myrland
Chief Information Officer45.00.0$208,008$0$26,286Yes (X)
Alisa A Robertson
Assistant Treasurer45.01.0$206,301$0$18,995Yes (X)
Russell N Howes
Assistant secretary45.01.0$184,215$0$31,321Yes (X)
Geoffrey M McCloskey
Controller65.00.0$134,038$0$32,269Yes (X)
Catherine M Ahrens
Secretary45.00.0$99,719$0$29,456Yes (X)
Bridget A Bush
Treasurer45.01.0$84,259$0$9,825Yes (X)
Mary M DeNiro
chief engagement officer45.00.0$87,997$0$16,091Yes (X)
John Dobson
Managing Sr Dir - Term 5/201445.00.0$280,952$0$15,990Yes (X)
Marion Brown
Vice President of Development45.00.0$166,857$0$18,579Yes (X)
James Kennedy
Chief Marketing Officer45.00.0$164,533$0$17,874Yes (X)
Jodi Patek
Chief of Staff45.00.0$156,470$0$27,955Yes (X)
Anne Lucke
VP & Managing Group Leader45.00.0$149,142$0$22,102Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,909,884TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$495,559TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K34IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
Morgan Stanley
1585 BroadwayNEW YORKNY10036alt investmt advisor$1,068,285
US Bank NA
PO Box 7900MADISONWI53707invsmt adv/custodian$831,971
Robert W Baird Co Inc
777 e wisconsin avenue suite 2700MILWAUKEEWI53202invsmt adv/custodian$676,000
Yorktown Partners LLC
410 park avenue 19th flrNEW YORKNY10022alt investmt advisor$611,195
Fortress Investments
1345 avenue of the americas 23rdNEW YORKNY10105alt investmt advisor$557,300
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K53CntrctRcvdGreaterThan100KCnt
Related Organizations$10,595RelatedOrganizationsAmt
All Other Contributions$388,497,782AllOtherContributionsAmt
Noncash Contributions$124,977,045NoncashContributionsAmt
Total Contributions$388,508,377TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP REVENUE541900$1,050,437$1,050,437
REGISTRATION900099$693,060$693,060
PUBLICATIONS541800$83,485$83,485
SPONSORSHIP INCOME900099$104,744$104,744
ATHLETIC TRAVEL INCOME900099$25,408$25,408

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,100TotalRevenueColumnAmt
Exclusion$15,100ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,972,234TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,133,487TotalRevenueColumnAmt
Unrelated Business Revenue-$2,348,345UnrelatedBusinessRevenueAmt
Exclusion$40,481,832ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$500,084TotalRevenueColumnAmt
Exclusion$500,084ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$67,892RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$67,892RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,892TotalRevenueColumnAmt
Exclusion$67,892ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,024,761,548SecuritiesAmt
Other$121,943OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$909,052,070SecuritiesAmt
Other$104,507OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$115,709,478SecuritiesAmt
Other$17,436OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,726,914TotalRevenueColumnAmt
Unrelated Business Revenue$3,439,997UnrelatedBusinessRevenueAmt
Exclusion$112,286,917ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$38,939GamingGrossIncomeAmt
Gaming Direct Expenses$21,385GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,554TotalRevenueColumnAmt
Exclusion$17,554ExclusionAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$544,926,542TotalRevenueColumnAmt
Related Or Exempt Func Income$1,873,649RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,175,137UnrelatedBusinessRevenueAmt
Exclusion$153,369,379ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$246,727,971TotalAmt
Program Services$246,727,971ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,426,210TotalAmt
Management And General$2,544,069ManagementAndGeneralAmt
Fundraising$882,141FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,468,437TotalAmt
Management And General$3,653,834ManagementAndGeneralAmt
Fundraising$8,814,603FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,297,662TotalAmt
Management And General$506,006ManagementAndGeneralAmt
Fundraising$791,656FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,713,989TotalAmt
Management And General$668,347ManagementAndGeneralAmt
Fundraising$1,045,642FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,125,075TotalAmt
Management And General$438,708ManagementAndGeneralAmt
Fundraising$686,367FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$241,257TotalAmt
Management And General$92,765ManagementAndGeneralAmt
Fundraising$148,492FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$199,682TotalAmt
Management And General$196,926ManagementAndGeneralAmt
Fundraising$2,756FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,131,644TotalAmt
Management And General$12,131,644ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,676,680TotalAmt
Management And General$2,087,063ManagementAndGeneralAmt
Fundraising$589,617FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,544,275TotalAmt
Fundraising$1,544,275FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,274,991TotalAmt
Management And General$491,424ManagementAndGeneralAmt
Fundraising$783,567FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,667,714TotalAmt
Management And General$825,413ManagementAndGeneralAmt
Fundraising$842,301FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,152,789TotalAmt
Management And General$693,649ManagementAndGeneralAmt
Fundraising$459,140FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$581,637TotalAmt
Management And General$273,107ManagementAndGeneralAmt
Fundraising$308,530FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$388,540TotalAmt
Management And General$151,266ManagementAndGeneralAmt
Fundraising$237,274FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$141,073TotalAmt
Management And General$141,073ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,140,134TotalAmt
Management And General$444,580ManagementAndGeneralAmt
Fundraising$695,554FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$2,681,929$2,681,929
INCOME TAX LIABILITY$662,340$662,340
ALUMNI EVENT$601,588$601,588
RECOG / SPECIAL EVENTS$255,774$14,787$240,987

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$417,022TotalAmt
Management And General$273,076ManagementAndGeneralAmt
Fundraising$143,946FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$294,518,413TotalAmt
Program Services$246,727,971ProgramServicesAmt
Management And General$28,972,006ManagementAndGeneralAmt
Fundraising$18,818,436FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$400EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$173,956,974BOYAmt
EOY$956,664,822EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,667,411BOYAmt
EOY$67,049,969EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,447,265BOYAmt
EOY$12,096,158EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,327,613BOYAmt
EOY$1,169,804EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$974,503BOYAmt
EOY$1,554,015EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$25,959,492LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,522,364LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,642,559BOYAmt
EOY$17,437,128EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,261,641,866BOYAmt
EOY$1,686,812,403EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$556,748,424BOYAmt
EOY$525,933,965EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,502,701BOYAmt
EOY$14,926,108EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,100,909,316BOYAmt
EOY$3,283,644,772EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,661,279BOYAmt
EOY$8,291,378EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$888,453EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$532,731BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$357,669,349BOYAmt
EOY$365,302,845EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$388,863,359BOYAmt
EOY$374,482,676EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$190,759,824BOYAmt
EOY$234,888,696EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,324,837,275BOYAmt
EOY$1,408,238,674EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,196,448,858BOYAmt
EOY$1,266,034,726EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,712,045,957BOYAmt
EOY$2,909,162,096EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,100,909,316BOYAmt
EOY$3,283,644,772EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$250,408,129ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$53,291,990NetUnrlzdGainsLossesInvstAmt
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$165,667,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,541,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,242,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$266,773,753CurrentTaxYearMinus1YearAmt
Current Tax Year$388,508,377CurrentTaxYearAmt
Total$1,229,734,485TotalAmt

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$165,667,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,541,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,242,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$266,773,753CurrentTaxYearMinus1YearAmt
Current Tax Year$388,508,377CurrentTaxYearAmt
Total$1,229,734,485TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$311,464,705SubstantialContributorsTotAmt
Public Support Total170$918,269,780PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,790,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,330,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,098,234CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,812,554CurrentTaxYearMinus1YearAmt
Current Tax Year$41,049,808CurrentTaxYearAmt
Total$145,081,941TotalAmt

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$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,376CurrentTaxYearMinus1YearAmt
Current Tax Year$38,939CurrentTaxYearAmt
Total$263,120TotalAmt
FieldValueIRS element (for citing)
Total Support$1,375,079,546TotalSupportAmt
Gross Receipts Rltd Activities$1,873,649GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66779PublicSupportCY170Pct
Public Support PY1700.71717PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,555,980,361BeginningYearBalanceAmt
Contributions$68,190,571ContributionsAmt
Investment Earnings Or Losses$68,320,858InvestmentEarningsOrLossesAmt
Other Expenditures$47,367,978OtherExpendituresAmt
End Year Balance$1,645,123,812EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,380,851,531BeginningYearBalanceAmt
Contributions$44,274,718ContributionsAmt
Investment Earnings Or Losses$179,220,591InvestmentEarningsOrLossesAmt
Other Expenditures$48,366,479OtherExpendituresAmt
End Year Balance$1,555,980,361EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,284,657,858BeginningYearBalanceAmt
Contributions$24,271,427ContributionsAmt
Investment Earnings Or Losses$122,517,831InvestmentEarningsOrLossesAmt
Other Expenditures$50,595,585OtherExpendituresAmt
End Year Balance$1,380,851,531EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,022,569,932BeginningYearBalanceAmt
Contributions$35,834,472ContributionsAmt
Investment Earnings Or Losses-$41,848,815InvestmentEarningsOrLossesAmt
Other Expenditures$36,834,396OtherExpendituresAmt
End Year Balance$979,721,193EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$886,302,945BeginningYearBalanceAmt
Contributions$53,062,709ContributionsAmt
Investment Earnings Or Losses$130,411,566InvestmentEarningsOrLossesAmt
Other Expenditures$47,207,288OtherExpendituresAmt
End Year Balance$1,022,569,932EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.76675PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23325TermEndowmentBalanceEOYPct
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$10,422,744OtherCostOrOtherBasisAmt
Depreciation$4,833,563DepreciationAmt
Book Value$5,589,181BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$561,893OtherCostOrOtherBasisAmt
Depreciation$456,334DepreciationAmt
Book Value$105,559BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,472,325OtherCostOrOtherBasisAmt
Depreciation$3,232,467DepreciationAmt
Book Value$11,239,858BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$17,437,128TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$361,434,188F
REAL ASSET FUNDS$162,150,583F
OTHER FUNDS$2,349,194F
FieldValueIRS element (for citing)
Total Book Value Securities$525,933,965TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$2,261,553
ACCRUED SOCIAL SECURITY$10,525
LIABILITY UNDER SPLIT INTEREST$47,334,577
FUNDS DUE TO OTHER ORGANIZATION$1,618,805
BENEFIT OF U.W. - HOSPITAL & CLINIC$282,500,451
BENEFIT OF U.W. - STEVENS POINT FDN$24,846,068
BENEFIT OF U.W. - STOUT FDN$1,416,485
BENEFIT OF U.W. - GREEN BAY$5,314,381
FieldValueIRS element (for citing)
Total Liability$365,302,845TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$480,422,839TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$53,291,490NetUnrealizedGainsInvstAmt
Revenue Not Reported-$53,291,490RevenueNotReportedAmt
Revenue Subtotal$533,714,329RevenueSubtotalAmt
Other Revenues Not Included$11,212,213OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$11,212,213RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$544,926,542TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$291,322,308TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$291,322,308ExpensesSubtotalAmt
Other Expenses Not Included$3,196,105OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,196,105ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$294,518,413TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2ORGANIZATION'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 secion 501(c)(3) of the internal revenue code ("IRC"). However, the foundation is subject to federal and state income taxes on its unrelated business income, as a result of ownership in various investment entities. The foundation 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-six states. Additionally, voluntary disclosure agreements in two states are still pending. 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 2011 through 2014. Open tax years under the various state statuteS OF LIMITATIONS VARY AND IN MOST CASES INCLUDE CALENDAR YEARS 2008 through 2014. For all 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 tax benefits in interest expense and recognizes penalties in operating expenses. During the years ended December 31, 2014 and 2013, the foundation did not recognize any material interest or penalties.
Part XI, Line 4bRECONCILIATION OF REVENUE WAA Contribution 8,016,107 Gaming Expenses (21,385) Contra Revenue Reclass 81,843 Contra Expenses Reclass 3,135,648 ----------- Total 11,212,213 Part XII, Line 4b Reconciliation of expense Gaming Expenses (21,385) Contra Revenue Reclass 81,843 Contra Expenses Reclass 3,135,648 Rounding (1) ----------- Total 3,196,105

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxt
Central America and the CaribbeanInvestments
Europe (Including Iceland and Greenland)Investments
Sub-Saharan AfricaInvestments
FieldValueIRS element (for citing)
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, Column (F)FormAndLineReferenceDesc
ExplanationActivities per Region: Total Expenditures and Investments Due to the extent and indirect tiered partnership structure of the Foundation's investments, this information is not readily available. The Foundation does monitor the investments for Form 926 and Form 8865 filing requirements and files applicable returns as needed which are submitted with Form 990-T.ExplanationTxt

Schedule G IRS990ScheduleG

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$38,939GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$10,410CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$10,975OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$38,939GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$10,410CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$10,975OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$21,385DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$17,554NetGamingIncomeSummaryAmt
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 Facility1.00000GamingOwnFacilityPct
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 PersonBridget BushGamingManagerPersonNm
Gaming Manager Services ProvOversees student organization raffleGamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$2,083,500appraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$918,500fair market valuemedical equipSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$500,000AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$400,000AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$338,902AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$250,000AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$234,930appraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$185,200AppraisalbooksSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$150,000appraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$100,000AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$80,000AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$54,778fair market valueanimal equipSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$30,000AppraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$30,000AppraisalpianoSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$22,750appraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$20,000appraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$13,732fair market valueevent hostingSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$11,500AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$9,500AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$7,500AppraisalArtworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$6,500aappraisalartworkSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$6,294fair market valuetravel expensesSee Sch I, Part IV
University of Wisconsin
uw campusMadisonWI53715396006492State of WIS$5,500AppraisalArtworkSee Sch I, Part IV
UNIVERSITY OF WISCONSIN
uw campusMADISONWI53715396006492STATE OF WISSEE SCH I, PART IV$241,218,640
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Question 2, Part II, Column (H)FormAndLineReferenceDesc
ExplanationORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 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

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 (13 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$461,603$0$95,625$0$11,380$0$90,000$0$19,574$0$678,182$0$0$0
Julie Van Cleave
Chief Investment Officer$500,600$0$99,520$0$1,290$0$10,000$0$1,498$0$612,908$0$0$0
Thomas P Olson
Chief Investment Officer$371,595$0$101,970$0$450$0$26,000$0$19,574$0$519,589$0$0$0
Steven L Hudson
Chief Financial Officer$223,747$0$0$0$1,980$0$22,950$0$19,574$0$268,251$0$0$0
Kari Myrland
Chief Information Officer$206,718$0$0$0$1,290$0$19,008$0$7,278$0$234,294$0$0$0
Alisa A Robertson
Assistant Treasurer$175,401$0$30,600$0$300$0$17,497$0$1,498$0$225,296$0$0$0
Russell N Howes
Assistant secretary$180,405$0$0$0$3,810$0$18,360$0$12,961$0$215,536$0$0$0
Geoffrey M McCloskey
Controller$133,667$0$0$0$371$0$13,064$0$19,205$0$166,307$0$0$0
John Dobson
Managing Sr Dir - Term 5/2014$157,131$0$123,529$0$292$0$14,817$0$1,173$0$296,942$0$0$0
Marion Brown
Vice President of Development$163,047$0$0$0$3,810$0$16,448$0$2,131$0$185,436$0$0$0
James Kennedy
Chief Marketing Officer$164,135$0$0$0$398$0$0$0$17,874$0$182,407$0$0$0
Jodi Patek
Chief of Staff$156,025$0$0$0$445$0$15,109$0$12,846$0$184,425$0$0$0
Anne Lucke
VP & Managing Group Leader$148,455$0$0$0$687$0$15,057$0$7,045$0$171,244$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1AHEALTH OR SOCIAL CLUB MEMBERSHIPS THE PERSONAL USE PORTION OF MICHAEL M KNETTER'S COUNTRY CLUB MEMBERSHIP WAS INCLUDED IN HIS FORM W-2.
Schedule J, Part I, Line 4BPERSONS PARTICIPATING IN A 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 $17,500 AND $46,500 RESPECTIVELY TO THESE PLANS DURING 2014.
Schedule J, Part I, Line 7ORGANIZATION PROVIDING NON-FIXED PAYMENTS NOT DESCRIBED IN LINES 5 & 6 BEGINNING WITH CALENDAR YEAR 2007, THE INVESTMENT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION BOARD INSTITUTED AN INCENTIVE COMPENSATION PLAN FOR SELECTED PARTICIPANTS OF THE UW FOUNDATION INVESTMENT 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. THESE 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 PENSION 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

FieldValueIRS element (for citing)
PersonRobert W Baird Co IncPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionDirector on the boardRelationshipDescriptionTxt
Transaction$676,000TransactionAmt
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. $676,000 for investment 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
Contribution28ContributionCnt
Noncash Contributions Rpt F990$4,279,185NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISAL/OTHERMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$185,202NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISAL/OTHERMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution443ContributionCnt
Noncash Contributions Rpt F990$116,616,869NoncashContributionsRptF990Amt
Method Of Determining RevenuesOTHERMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$1,092,349NoncashContributionsRptF990Amt
Method Of Determining RevenuesOTHERMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$54,188NoncashContributionsRptF990Amt
Method Of Determining RevenuesotherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$1,704,300NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (15 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)medical equipment1$918,500OTHER
Yes (X)animal equipment1$54,778OTHER
Yes (X)piano1$30,000OTHER
Yes (X)event hosting11$25,962OTHER
Yes (X)travel hosting1$6,294OTHER
Yes (X)horse1$4,800OTHER
Yes (X)sailing equipment1$2,000OTHER
Yes (X)gift cards10$1,017OTHER
Yes (X)miscellaneous items6$818OTHER
Yes (X)plants2$690OTHER
Yes (X)game tickets1$78OTHER
Yes (X)event supplies7$7other
Yes (X)royalties6$6other
Yes (X)life insurance policy1$1other
Yes (X)postcards1$1other
FieldValueIRS element (for citing)
Form8283 Received49Form8283ReceivedCnt
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, Column BCOLUMN B REPORTING EXPLANATION THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I.
Schedule M, Part I, Line 32THIRD 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Question 2Significant Program Changes As of July 1, 2014, the Wisconsin Alumni Association merged with the University of Wisconsin Foundation. All of the activities, including membership dues, contributions, member programs, and alumni tours, are now conducted within the foundation. Part V, Question 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. Part VI, Section A, Question 2 Reportable Relationships: Susan S. Engeleiter and Michael S. Shannon - Family Relationship Paul S. Shain and Ted D. Kellner - business relationship Paul S. Shain, Ted D. Kellner, and Michael M. Knetter - business relationship
Part VI, Section A, Question 6ORGANIZATION'S MEMBERS: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II. MEMBERS: "2.01. NUMBER. THE CORPORATION SHALL HAVE AT LEAST ONE 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 HELD ANY OFFICE, POSITION OR MEMBERSHIP IN ANY OTHER ORGANIZATION, PUBLIC OR PRIVATE."
Part VI, Section A, Question 7AMEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF GOVERNING BODY: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE II. MEMBERS: "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, OR THE SECRETARY, IF THE BOARD OF DIRECTORS CALLED THE MEETING OR THE SECRETARY 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 ENTITLED TO VOTE, REPRESENTED IN PERSON OR BY PROXY, SHALL CONSTITUTE A QUORUM AT A MEETING 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 MEMBERS UNLESS THE VOTE OF A GREATER NUMBER IS REQUIRED BY LAW. THOUGH LESS THAN A QUORUM OF THE MEMBERS ARE REPRESENTED AT A MEETING, A MAJORITY OF THE MEMBERS SO REPRESENTED MAY ADJOURN THE MEETING FROM TIME TO 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 ORIGINALLY 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 AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY MEMBERS PRESENT, IN PERSON 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 THESE BYLAWS."
Part VI, Section A, Question 7BDECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS: ACCORDING TO UNIVERSITY OF WISCONSIN FOUNDATION BYLAWS, ARTICLE VIII. AMENDMENTS: "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 PRESENT, UNLESS A GREATER VOTE IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION, OR THESE BYLAWS."
Part VI, Section B, Line 11BPROCESS ORGANIZATION USES TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM IN COORDINATION WITH THE UNIVERSITY OF WISCONSIN FOUNDATION FINANCE DEPARTMENT. ONCE A DRAFT OF THE FORM 990 IS RECEIVED FROM THE INDEPENDENT CERTIFIED ACCOUNTING FIRM, REVIEW OF THE RETURN IS COMPLETED BY THE SENIOR DIRECTOR OF THE UNIVERSITY OF WISCONSIN FOUNDATION WHO HOLDS A MASTERS OF TAXATION DEGREE AND IS A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS ALSO REVIEWED BY THE CHIEF FINANCIAL OFFICER AND/OR CONTROLLER OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE CERTIFIED PUBLIC ACCOUNTING FIRM MAKES ANY NECESSARY ADJUSTMENTS AND PROVIDES A REVISED RETURN. UPON RECEIPT OF A FINAL DRAFT THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO SIGNATURE AND FILING. PRIOR TO FILING THE FORM 990 IS PROVIDED ELECTRONICALLY OR IN PAPER FORM TO ALL BOARD MEMBERS FOR REVIEW. ISSUES OR QUESTIONS FROM BOARD MEMBERS REGARDING THE TAX RETURN ARE RESOLVED PRIOR TO FILING THE RETURN AND INCORPORATED INTO THE RETURN IF REQUIRED. IN THE EVENT THERE ARE CHANGES, A REVISED FINAL VERSION IS SENT TO ALL BOARD MEMBERS WITH DETAILED DESCRIPTIONS OF THE CHANGES.
Part VI, Section B, Question 12CHOW ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY: ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES OF THE UNIVERSITY OF WISCONSIN FOUNDATION ARE COVERED UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE 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 THE DISCUSSION AND ANY RELATED VOTE.
Part VI, Section B, Questions 15A & 15BPROCESS 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 DEVELOPMENT DEPARTMENTS. THE SUBCOMMITTEE USES THIS MARKET DATA IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATION'S 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.
Part IV, Section C, Line 19HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC Following Documents available on the organization's website at: www.supportuw.org/about-us/tax-legal/ -Restated Articles of Incorporation -By-Laws -Form 1023 Application for Exemption -IRS Tax Determination Letter -Audited Financial Statements -Form 990 -Form 990-T The conflict of interest policy is available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UW-MADISON SUPPORTING ORGANIZATION INC
1848 UNIVERSITY AVENUEMADISONWI53726391947636SUPPORT ORG.WI501(c)(3)11A TYPE IUNIV WI FNTNYes (true)
THE EVJUE FOUNDATION INC
PO BOX 8060MADISONWI53708396073981SUPPORT ORGWI501(c)(3)11A TYPE 1NAfalse
TERRY FAMILY FOUNDATION INC
6048 S HIGHLANDS AVEMADISONWI53705391831024SUPPORT ORGWI501(c)(3)11A TYPE 1NAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUST - 117
TRUSTWIUW FOUNDATIONTRUST
CHARITABLE REMAINDER ANNUITY TRUST - 11
TRUSTWIUW FOUNDATIONTRUST
POOLED INCOME FUND A - 21
POOLED FUNDWIUW FOUNDATIONTRUST
POOLED INCOME FUND B - 8
POOLED FUNDWIUW FOUNDATIONTRUST
POOLED INCOME FUND D - 3
POOLED FUNDWIUW FOUNDATIONTRUST
Wisconsin Alumni Association Service Co
alumniWIuw foundationc corp1848 university avenuemadisonWI537264090391168881$544,685$336,9711.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CHARITABLE REMAINDER UNITRUSTS - 1
S$1,176,456CASH VALUE
POOLED INCOME FUND A - 1
S$10,692CASH VALUE
POOLED INCOME FUND B - 1
S$27,228CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Lines 1M & 1NFormAndLineReferenceDesc
ExplanationTRANSACTIONS WITH RELATED ORGANIZATIONS THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE.ExplanationTxt