2011-12-21T16:39:18-06:00 2011-06-30 CLIFTON GUNDERSON LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2010-07-01 396081189 UW-WHITEWATER FOUNDATION UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 JONATHAN C ENSLIN 2624721105 2011-12-21 1 KIMBERLY ANDERSON CPA 6086628600 2010 2016-02-24 21:20:13Z JONATHAN C ENSLIN 800 WEST MAIN STREET WHITEWATER WI 531901790 5575827 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. 39 39 81 0 0 0 3703919 3074297 644826 577933 115719 285222 96655 -45607 4561119 3891845 1247643 1234298 0 0 388947 349052 0 84942 313932 1855814 1363638 3492404 3031930 1068715 859915 17073197 19482127 1181013 666606 15892184 18815521 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 469262 469262 SPECIAL PURPOSE - THE FOUNDATION COLLECTS AND DISBURSES FUNDS FOR SPECIAL PURPOSES, INCLUDING A CAPITAL CAMPAIGN FOR A NEW FIELDHOUSE FOR THE UNIVERSITY. 1071795 765036 577933 STUDENT AND FACULTY DEVELOPMENT - THE FOUNDATION PROVIDES FINANCIAL AID TO STUDENTS AND AWARDS FOR SERVICE TO THE FACULTY. 578448 ATHLETIC - THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS ASPECTS OF THE ATHLETIC PROGAMS. 41068 -58117 ALUMNI - THE FOUNDATION CONDUCTS ACTIVITIES AND PROVIDES PUBLICATIONS TO ALUMNI. 41068 -58117 2160573 1 1 0 0 0 0 1 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 40 0 81 1 0 0 0 0 0 0 0 0 X 39 39 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 RUTH BROSTOWITZ 1.00 X 0 0 0 ANDREW BURISH 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 DEBRA J PYZYK 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 MELVIN L RUTLIN 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 ANDREW WHALEY 1.00 X 0 0 0 DENNIS E TORKKO 1.00 X 0 0 0 DONALD R HUGHES 1.00 X X 0 0 0 ANNE KLISURICH 1.00 X X 0 0 0 RICHARD TELFER 1.00 X 0 0 0 JONATHAN C ENSLIN 40.00 X 0 0 15105 0 0 15105 0 0 0 0 0 53555 3020742 253937 3074297 UNIVERSITY ORGANIZATIO 611600 577933 577933 577933 279505 279505 1440315 199000 1474598 159000 -34283 40000 5717 5717 62894 53555 50384 12510 12510 MISCELLANEOUS INCOME 900099 11180 11180 LIFE INSURANCE CASH VA 900099 -69297 -69297 -58117 3891845 519816 0 297732 469262 469262 765036 765036 236117 158740 77377 112935 96398 16537 60 60 45878 45878 84942 84942 74891 74891 9472 9472 19356 19356 25463 8350 17113 24289 24289 39283 39283 62300 177 62123 1025 1025 4371 4371 ATHLETICS 578448 578448 STUDENT AND FACULTY DEV 291540 283964 7576 UNCOLLECTIBLE PLEDGES 94706 94706 ALUMNI 41068 41068 UNIVERSITY ORGANIZATION 22795 22795 28693 9257 19436 3031930 2160573 557425 313932 585882 676758 111123 213145 3283444 3055367 1610 0 31445 23981 1426000 10822410 13304891 1466000 811283 741985 17073197 19482127 440636 169340 40377 47266 700000 450000 1181013 666606 X -4065159 -2610239 6926503 7132977 13030840 14292783 15892184 18815521 17073197 19482127 X 859915 2063422 X 0 1 0 X 0 X 3268791 4105624 2531201 3654618 3074297 16634531 3268791 4105624 2531201 3654618 3074297 16634531 2346343 14288188 508886 473747 639955 233085 279505 2135178 714437 843224 842175 811125 582710 3793671 22563380 0.63320 0.65500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210850 68658 X HELD FOR FUTURE FIN. GAIN 1 13030840 1254576 10717 3350 14292783 12427702 862016 6457 265335 13030840 11739378 700339 -9144 2871 12427702 1.00000 0 0 0 LANDS HELD FOR INVESTMENT 1466000 F 1466000 3891845 3031930 859915 2063422 2063422 2923337 6005651 2063422 50384 2113806 3891845 0 3891845 3082314 50384 50384 3031930 0 3031930 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 380 DONOR-RESTRICTED ENDOWMENT 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, 2011 AND 2010. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE FOUNDATION FOR 2007, 2008, AND 2009 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES X X X X X 1 MICHAEL SPELLMAN 12809 SANDIA RIDGE PL NE ALBUQUERQUE NM 871117289 PHONATHON CONSULTING 0 314026 84942 229084 314026 84942 229084 WI KING CHAVEZ SCHOLARS GOLF OUTING 26595 19730 6865 17731 77 UNIVERSITY GOLF OUTING 83419 33825 49594 23787 4045 1 6435 6435 4744 116449 53555 62894 46262 4122 50384 12510 0 UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 215325 GENERAL SUPPORT UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 253937 FAIR MARKET VALUE ART - WORKS OF ART, CHARITABLE AUCTION DONATIONS GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 0 SCHOLARSHIPS FOR STUDENDS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1229 742557 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 76 22479 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 210850 QUALIFIED APPRAISAL X CHARITABLE AUCTIONS 26 43087 FAIR MARKET VALUE 10 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 GAINS ON INVESTMENTS: 2,063,422. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 40014 1488232 UW-WHITEWATER FOUNDATION