2011-11-15T13:37:29-06:00 2011-06-30 BAUMAN ASSOCIATES LTD 101 N MAIN ST RIVER FALLS WI 54022 990 2010-07-01 396064630 University of Wisconsin - River Falls Foundation UNIV 7154253505 410 South Third Street River Falls WI 54022 CHRISTOPHER MUELLER 7154253505 2011-11-14 1 Larry A Cicchese 7154256179 2010 2016-03-07 17:11:31Z Christopher Mueller 410 South Third St River Falls WI 54022 23794194 0 X www.uwrf.edu/alumni X 1948 WI To benefit the University of Wisconsin - River Falls 17 14 0 80 0 0 1946915 3471423 0 0 373976 367279 369811 458449 2690702 4297151 1523874 2685491 0 0 377913 478491 0 0 471011 517153 609801 2418940 3773783 271762 523368 14377710 16824960 226723 231227 14150987 16593733 X To benefit the University of Wisconsin - River Falls 0 0 588116 517417 347566 Scholarships and awards - Scholarships are paid to students enrolled at the University of Wisconsin - River Falls. Donees are selected on the basis of scholastic merit, leadership etc. by the scholarship committee of the Foundation. Individual donors of scholarships may not specify individual donees of funds. 535 scholarships were given this year. 1768041 1560300 Animals Accepted for the University - Accepted and Provided 9 horses. 645306 562232 110507 Special Projects - University related activities. Disbursements of this type are for payments to enhance and support the activities of the University of Wisconsin - River Falls. 141 projects were funded this year. 50969 45542 1. Academic & Administrative Grants2. Office of Chancellor Grant3. System President Grant4. Alumni Program5. Falcon Feature 50969 45542 3052432 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 X 17 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MN WI X Christopher Mueller 7154253505 410 S Third St River Falls WI 54022 Bob Casey 1.00 X X 0 0 0 Derek Cherne 1.00 X X 0 0 0 Kathy DeLonais 1.00 X 0 0 0 Barbara Butler 1.00 X 0 0 0 Mark Gherty 1.00 X 0 0 0 Steve Healy 1.00 X 0 0 0 Bob Kotecki 1.00 X X 0 0 0 Jim Musel 1.00 X 0 0 0 Walter Perkins 1.00 X 0 0 0 Laura Carlson Peterson 1.00 X 0 0 0 Jeffery Rueber 1.00 X 0 0 0 Bill York 1.00 X 0 0 0 Bill Boehm 1.00 X 0 0 0 Trudy Popenhagen 1.00 X 0 0 0 Dean Van Galen 1.00 X 0 0 0 Wes Chapin 1.00 X 0 0 0 Danielle Hammer 1.00 X 0 0 0 Daniel McGinty 10.00 X 81908 0 0 81908 0 0 0 0 0 1 0 3471423 1565300 3471423 363101 363101 19501221 19497043 4178 4178 4178 Administrative Fees 900099 347566 347566 University Activities 900099 110507 110507 Other Income 900099 376 376 458449 4297151 0 0 825728 2168074 2168074 517417 517417 81908 81908 396583 47849 58688 290046 2013 2013 15000 15000 25226 25226 18554 18554 5000 5000 2641 264 2377 3441 3441 Administrative Expense 318828 318828 U Campaign, Donor Rec. 147784 147784 Marketing, planned Givi 33181 33181 Alumni Programs 23105 23105 Publications & Developm 15028 15028 3773783 3052432 250340 471011 164799 1023078 647696 30228 13024 10422 117192 75554 44277 41638 13068462 15930177 228869 0 14377710 16824960 47398 58093 179325 173134 226723 231227 X 912009 1400462 3908063 5002452 9330915 10190819 14150987 16593733 14377710 16824960 X 523368 1919378 X X 0 1 1 X 0 X 2738136 1653966 2472410 1896915 3471423 12232850 2738136 1653966 2472410 1896915 3471423 12232850 2884612 9348238 373621 372821 328731 374618 363101 1812892 139849 228139 118155 124114 110883 721140 14766882 2825 0.63310 0.66690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10741244 967246 1754838 319013 315739 12828576 9650354 322484 1420865 450078 202381 10741244 10796401 1094030 -1870803 265603 103671 9650354 0.79440 0.20560 1 0 48539 9839 38700 68653 65715 2938 41638 ANNUITIES 293578 F MUTUAL FUNDS 15636599 F 15930177 Annuities Payable 173134 173134 4297151 3773783 523368 1700106 219272 1919378 2442746 4431957 1700106 1700106 2731851 1565300 1565300 4297151 2208483 0 2208483 1565300 1565300 3773783 Part V, Intended Use of Endowment Funds - Endowment funds are used to provide scholarships and to promote University activities. 1 University of Wisconsin River Falls 410 S Third St River Falls WI 54022 391805963 University of Wiscon 1565300 Estimate FMV Animals Animal husbandry, University of Wisconsin River Falls 410 S Third St River Falls WI 54022 391805963 University of Wiscon 568024 University activities and events University of Wisconsin River Falls 410 S Third St River Falls WI 54022 391805963 University of Wiscon 14977 Print Alumni magazine 47,500 copies University of Wisconsin River Falls 410 S Third St River Falls WI 54022 391805963 University of Wiscon 19773 Chancellor Funds Scholarships to attend the University of Wisconsin - River Falls 535 511917 Faculty grants recognizing outstanding service to the University of Wisconsin - River Falls 9 5500 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Part I, Line 2. - Procedures for monitoring the Use of Grant Funds The University uses the animals and supplies in its Agricultural educational activities. Students learn about the care of horses and other animals. No specific follow up is made after an animal is given to the school. The University has asked the Foundation to accept these animals on its behalf. X 0 0 0 0 0 0 0 0 0 Daniel McGinty 81908 0 0 0 0 0 0 0 0 0 81908 0 0 0 Supplemental Information Part III Unrelated organization - University of Wisconsin System. Daniel McGinty received base compensation of $81,908 from this unrelated organization. X 1 450000 Sales price X Horses 9 1560300 Donor Valued 9 0 0 1 Third Party Use: Part I, Line 32b: The Foundation will engage unrelated third parties to sell gifts of securities and real property. These parties are paid their normal and customary commissions for the provision of these services. Form 990, Part VI, Section B, line 11 The Board Audit Committee will review the Form 990 and have questions answered prior to filing. They will provide a copy of the Form 990 to Board members. Board members are given a week to have their questions answered. Form 990, Part VI, Section B, line 12c Each Board Member and Officer annually signs a document disclosing any conflict or stating that they have no conflict of interest. These statements are reviewed by the Board annually. Form 990, Part VI, Section C, line 19 Governing documents are available upon request. Financial information is published in part in the Alumni Magazine - Falcon Features. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 1,700,106. Cummulative Effect of Change in Accounting Principal 219,272. Total to Form 990, Part XI, Line 5: 1,919,378. Change in Accounting Method. Form 990, Part XII, Line 1 - Other The organization uses the accrual method of accounting. It changed its method of accounting for promises to give. These promises are now included in contributions.