2012-11-12T14:29:36-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2011-07-01 396081189 UW-WHITEWATER FOUNDATION UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 JONATHAN C ENSLIN 2624721105 2012-11-12 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2011 2016-02-24 21:20:13Z JONATHAN C ENSLIN 800 WEST MAIN STREET WHITEWATER WI 531901790 6482667 0 X WWW.UWW.EDU X 1962 WI THE FOUNDATION IS DEDICATED TO PROVIDING FUND DEVELOPMENT, PROGRAM ADMINISTRATION, ACCOUNT MANAGEMENT, AND CONSULTATION ON CHARITABLE GIVING IN ORDER TO PROVIDE FUNDS TO THE UNIVERSITY OF WISCONSIN-WHITEWATER, WHICH WOULD NOT OTHERWISE BE AVAILABLE FROM PUBLIC SOURCES. 33 33 96 0 0 0 3074297 4575019 577933 562427 285222 280911 -45607 71979 3891845 5490336 1234298 1178141 0 0 349052 345545 84942 120917 323682 1363638 1525580 3031930 3170183 859915 2320153 19482127 21005964 666606 448816 18815521 20557148 X THE FOUNDATION IS DEDICATED TO PROVIDING FUND DEVELOPMENT, PROGRAM ADMINISTRATION, ACCOUNT MANAGEMENT, AND CONSULTATION ON CHARITABLE GIVING IN ORDER TO PROVIDE FUNDS TO THE UNIVERSITY OF WISCONSIN-WHITEWATER, WHICH WOULD NOT OTHERWISE BE AVAILABLE FROM PUBLIC SOURCES. 0 0 293449 293449 SPECIAL PURPOSE - THE FOUNDATION COLLECTS AND DISBURSES FUNDS FOR SPECIAL PURPOSES, INCLUDING A CAPITAL CAMPAIGN FOR A NEW FIELDHOUSE FOR THE UNIVERSITY. 1233133 884692 562427 STUDENT AND FACULTY DEVELOPMENT - THE FOUNDATION PROVIDES FINANCIAL AID TO STUDENTS AND AWARDS FOR SERVICE TO THE FACULTY. 609089 ATHLETIC - THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS ASPECTS OF THE ATHLETIC PROGAMS. 47154 45539 ALUMNI - THE FOUNDATION CONDUCTS ACTIVITIES AND PROVIDES PUBLICATIONS TO ALUMNI. 47154 45539 2182825 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 1 28 0 96 1 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X KAREN BAVA 2624725760 800 W MAIN STREET WHITEWATER WI 53190 DAN L ANDERSEN 1.00 X 0 0 0 KURT E ANDRAE 1.00 X 0 0 0 RAYMOND ANILIONIS 1.00 X 0 0 0 JAMES K CALDWELL 1.00 X 0 0 0 MICHAEL J CESARIO 1.00 X 0 0 0 PATTY J DUFFEY 1.00 X 0 0 0 ROBERT F EASTMAN 1.00 X 0 0 0 KERMIT L ELLEFSON 1.00 X 0 0 0 W CRAIG ESRAEL 1.00 X 0 0 0 ROBERT FISKUM 1.00 X 0 0 0 JUDE FOGARTY 1.00 X 0 0 0 ROGER GANSER 1.00 X X 0 0 0 H GAYLON GREENHILL 1.00 X 0 0 0 ARLIS GREILING 1.00 X 0 0 0 GEOFFREY HALE 1.00 X 0 0 0 TIMOTHY J HYLAND 1.00 X 0 0 0 JON D KACHEL 1.00 X 0 0 0 ANN L KAMASKY 1.00 X 0 0 0 ROBERT KAMPHUIS 1.00 X 0 0 0 JOHN MADISON 1.00 X 0 0 0 ALICE MORAVA 1.00 X 0 0 0 ROBERT W MUREN 1.00 X 0 0 0 ALEXANDER ORSOLINI 1.00 X 0 0 0 RITA RABAS 1.00 X 0 0 0 JOANNE ROBIS 1.00 X 0 0 0 MARY SEVERSON 1.00 X 0 0 0 GUY SHILTS 1.00 X 0 0 0 ROD SONNENBURG 1.00 X 0 0 0 ROBERT GRUBER 1.00 X 0 0 0 JOHN JENSEN 1.00 X 0 0 0 DENNIS E TORKKO 1.00 X 0 0 0 DONALD R HUGHES 1.00 X 0 0 0 ANNE KLISURICH 1.00 X X 0 0 0 FLOYD BELLMAN 1.00 X 0 0 0 DALE MUEHL 1.00 X 0 0 0 ANDREW BURISH 1.00 X X 0 0 0 RICHARD TELFER 1.00 X 0 0 0 JONATHAN C ENSLIN 40.00 X 0 0 21506 0 0 21506 0 0 0 0 0 43620 4531399 55962 4575019 UNIVERSITY ORGANIZATIO 611600 562427 562427 562427 267689 267689 922979 41000 909757 41000 13222 0 13222 13222 68014 43620 41574 26440 26440 LIFE INSURANCE CASH VA 900099 31766 31766 MISCELLANEOUS INCOME 900099 13773 13773 45539 5490336 607966 0 307351 293449 293449 884692 884692 232644 169751 62893 112901 101647 11254 940 940 31947 31947 120917 120917 75517 75517 14894 14894 20038 20038 32140 11539 20601 25567 25567 28425 28425 65463 2049 63414 4810 3310 1500 4316 4316 ATHLETICS 609089 609089 STUDENT AND FACULTY DEV 301674 297527 4147 UNCOLLECTIBLE PLEDGES 204391 204391 UNIVERSITY ORGANIZATION 50914 50914 55455 47154 4277 4024 3170183 2182825 663676 323682 676758 386233 213145 237014 3055367 3784809 23981 31413 13304891 14367746 1466000 1424998 741985 773751 19482127 21005964 169340 200645 47266 48171 450000 200000 666606 448816 X -2610239 -3748341 7132977 8639655 14292783 15665834 18815521 20557148 19482127 21005964 X 2320153 -578526 X 0 1 0 X 0 X 4105624 2531201 3703919 3074297 4575019 17990060 4105624 2531201 3703919 3074297 4575019 17990060 2458540 15531520 473747 639955 233085 279505 267689 1893981 19884041 3610799 0.78110 0.63320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25100 68658 X HELD FOR FUTURE FIN. GAIN 1 14292783 1563686 -41956 3322 15811191 13030840 1254576 10717 3350 14292783 12427702 862016 6457 265335 13030840 11739378 700339 -9144 2871 12427702 0.00920 0.99080 0 0 0 LANDS HELD FOR INVESTMENT 1424998 F 1424998 5490336 3170183 2320153 -521212 -57314 -578526 1741627 4953384 -521212 -15740 -536952 5490336 0 5490336 3211757 41574 41574 3170183 0 3170183 PART III, LINE 4: THE COLLECTIONS ARE HELD FOR FUTURE FINANCIAL GAIN TO PROVIDE FUNDS TO THE FOUNDATION TO FURTHER IT'S EXEMPT PURPOSE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UW-WHITEWATER FOUNDATION'S ENDOWMENTS CONSIST OF 404 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-WHITEWATER. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. WREF IS A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES. THE FOUNDATION ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2012 AND 2011. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE FOUNDATION FOR 2008, 2009, AND 2010 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN TRUST PLEDGES RECEIVABLE -57,314. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN TRUST PLEDGES RECEIVABLE -57,314. DIRECT FUNDRAISING EXPENSES 41,574. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 41,574. X X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 524063018 PHONATHON SOFTWARE AND PERSONNEL SUPERVISION & TRAINING 0 467363 120917 346446 467363 120917 346446 WI KING CHAVEZ SCHOLARS GOLF OUTING 26590 22270 4320 7805 UNIVERSITY GOLF OUTING 75429 21350 54079 23466 3699 1 9615 0 9615 6604 111634 43620 68014 37875 3699 41574 26440 0 UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 237486 GENERAL SUPPORT UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 55963 FAIR MARKET VALUE ART - WORKS OF ART, CHARITABLE AUCTION DONATIONS GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1425 838096 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 90 26596 GRANT FOR FULL-TIME UW-WHITEWATER EMPLOYEES TO PURCHASE LAND FOR THE CONSTRUCTION OF A NEW HOUSE 1 20000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS. HOWEVER, THE GRANTS ARE DISTRIBUTED FIRST TO THE UNIVERSITY WHO THEN IN TURN DISTRIBUTES THE FUNDS AND THE UNIVERSITY ALSO MONITORS THE USE OF SUCH GRANTS. X 1 25100 QUALIFIED APPRAISAL X 400 FAIR MARKET VALUE X CHARITABLE AUCTIONS 29 30462 FAIR MARKET VALUE 8 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED BY KAREN BAVA AND JON ENSLIN PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST REPORTS WILL BE REVIEWED BY THE BUDGET AND AUDIT COMMITTEE AND MAY BE REFERRED TO THE BOARD OF DIRECTORS FOR FURTHER ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT FORMS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -521,212. CHANGE IN TRUST PLEDGES RECEIVABLE -57,314. TOTAL TO FORM 990, PART XI, LINE 5: -578,526. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 11 1449303 UW-WHITEWATER FOUNDATION