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UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-09
IRS object ID
202600999349301200
Schema version
2024v5.5
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)
Return2026-04-09T07:44:05-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN393647910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390972350EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7158365630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY LANGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7158365630PhoneNum
Signature2026-02-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2026-02-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCURT KRIZANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,605,422GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://FOUNDATION.UWEC.EDU/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE PURPOSE SHALL BE TO PROVIDE FINANCIAL AID AND ASSISTANCE TO WORTHY AND NEEDY STUDENTS AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, TO ENCOURAGE SCHOLARSHIP, TO PARTICIPATE IN AND ENCOURAGE ALL ENDEAVORS TO ADVANCE THE CAUSE OF EDUCATION AT THIS UNIVERSITY, TO ASSIST IN DEVELOPING AND INCREASING THE OPPORTUNITIES FOR STUDENTS AT THIS UNIVERSITY PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS AND TO DO ALL ACTS THAT THE CORPORATION SHALL DEEM TO BE IN THE INTEREST OF SAID UNIVERSITY. THE FUNDS OF THE CORPORATION SHALL BE INVESTED IN THE INVESTMENTS THAT SHALL MEET THE STANDARDS THAT THE CORPORATION, IN ITS DISCRETION, SHALL FROM TIME TO TIME DETERMINE, AND SHALL NOT BE RESTRICTED TO INVESTMENTS QUALIFYING AS TRUST FUND INVESTMENTS UNDER THE LAWS OF THE STATE OF WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers29TotalVolunteersCnt
Total Gross UBI$17,889TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$16,889NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,549,431PYContributionsGrantsAmt
CY Contributions Grants$18,072,289CYContributionsGrantsAmt
PY Program Service Revenue$340,832PYProgramServiceRevenueAmt
CY Program Service Revenue$312,139CYProgramServiceRevenueAmt
PY Investment Income$7,694,814PYInvestmentIncomeAmt
CY Investment Income$8,843,214CYInvestmentIncomeAmt
PY Other Revenue$183,268PYOtherRevenueAmt
CY Other Revenue$332,780CYOtherRevenueAmt
PY Total Revenue$16,768,345PYTotalRevenueAmt
CY Total Revenue$27,560,422CYTotalRevenueAmt
PY Grants And Similar Paid$8,309,411PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,850,307CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,433,125CYTotalFundraisingExpenseAmt
PY Other Expenses$2,963,364PYOtherExpensesAmt
CY Other Expenses$3,399,716CYOtherExpensesAmt
PY Total Expenses$11,272,775PYTotalExpensesAmt
CY Total Expenses$14,250,023CYTotalExpensesAmt
PY Revenues Less Expenses$5,495,570PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,310,399CYRevenuesLessExpensesAmt
Total Assets BOY$114,496,293TotalAssetsBOYAmt
Total Assets EOY$129,215,414TotalAssetsEOYAmt
Total Liabilities BOY$3,816,588TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,005,462TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,679,705NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$126,209,952NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. HAS AS ITS PRIMARY MISSION THE STEWARDSHIP OF PRIVATE FUNDS DONATED TO THE FOUNDATION FOR THE BENEFIT OF THE UNIVERSITY. WE DO THIS WITH FISCAL INTEGRITY AND RESPECT FOR OUR VALUED DONORS. OUR ULTIMATE GOAL IS THE ADVOCACY OF THE UNIVERSITY TO THE BROADER COMMUNITY AND TO CONTRIBUTE TO ACADEMIC EXCELLENCE AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,181,980ExpenseAmt
Grant$7,181,980GrantAmt
Revenue$312,139RevenueAmt
DescTHE FOUNDATION DISBURSED OVER 66% OF THEIR TOTAL PROGRAM EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 900 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,668,327ExpenseAmt
Grant$3,668,327GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO NEARLY 34% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS WAS 1,687 STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$10,850,307TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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 FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENNIS BODABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158364043PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
CHRISTINE SMITH
CHAIR1.00Yes (X)Yes (X)$0$0$0
JEFF JOHNSON
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JILL MUENICH
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JEFFREY LANG
TREASURER1.00Yes (X)Yes (X)$0$0$01.00
PATRICIA LIEN
ASSISTANT TREASURER1.00Yes (X)Yes (X)$0$0$01.00
JASON CRAIG
DIRECTOR1.00Yes (X)$0$0$0
BRIAN ELWOOD
DIRECTOR1.00Yes (X)$0$0$0
CHOPS HANCOCK
DIRECTOR1.00Yes (X)$0$0$01.00
ERIK HENDRICKSON
DIRECTOR1.00Yes (X)$0$0$0
ERIK LUNDBERG
DIRECTOR1.00Yes (X)$0$0$0
SHARON MASEK
EX-OFFICIO MEMBER1.00Yes (X)$0$0$0
CARIE MARTIN
DIRECTOR1.00Yes (X)$0$0$0
TERRY MCMAHON
EX-OFFICIO MEMBER1.00Yes (X)$0$0$01.00
ERIK MEYER
DIRECTOR1.00Yes (X)$0$0$0
REGI MUNRO
DIRECTOR1.00Yes (X)$0$0$0
KELLI QUINN
DIRECTOR1.00Yes (X)$0$0$0
MARY JO QUINN
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE RICE
DIRECTOR1.00Yes (X)$0$0$0
BRANDON RIECHERS
DIRECTOR1.00Yes (X)$0$0$0
SUZANNE SCHMIDT
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND SKWIERCZYNSKI
DIRECTOR1.00Yes (X)$0$0$0
BILL SPARKES
DIRECTOR1.00Yes (X)$0$0$0
ARIC STEFFEN
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY UNDERWOOD
DIRECTOR1.00Yes (X)$0$0$0
ERIC WAN
DIRECTOR3.00Yes (X)$0$0$0
JASON WUDI
DIRECTOR1.00Yes (X)$0$0$0
BRENDA ZAMZOW
DIRECTOR1.00Yes (X)$0$0$0
KIMERA M WAY
PRES./EX-OFFICIO MEM. (THRU 10/24)50.00Yes (X)$0$0$01.00
CURT KRIZAN
PRES./EX-OFFICIO MEM. (SEE SCH O)50.00Yes (X)$0$0$02.00
JULIA DIGGINS
PRESIDENT (SEE SCH O)50.00Yes (X)$0$0$0
ASPEN RYSKOSKI
ASSISTANT TREASURER (THRU 10/24)45.00Yes (X)$0$0$01.00
LORI MAASSEN
ASSISTANT TREASURER (SEE SCH O)40.00Yes (X)$0$0$0
DENNIS BODA
ASSISTANT TREASURER (SEE SCH O)45.00Yes (X)$0$0$01.00
MICHELE OLSON
ASSISTANT SECRETARY (SEE SCH O)40.00Yes (X)$0$0$0
META MISKE
ASSISTANT SECRETARY (SEE SCH O)40.00Yes (X)$0$0$01.00
KEITH DONNERMEYER
(NV) PAST CHAIR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY OF WISCONSIN-EAU CLAIRE
105 GARFIELD AVENUEEAU CLAIREWI54701SHARED SERVICES$11,122,082
EAU CLAIRE CONFLUENCE ARTS INC
PO BOX 617EAU CLAIREWI54702PROJECT FUNDING COSTS$360,500
CAH1 OPCO LLC
1529 COTTONWOOD DRIVEGLENVIEWIL60026RETAINER SERVICES$350,000
NATIONAL ACADEMY OF FUTURE PHYSICIANS AN
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006ACADEMIC PARTNERSHIP FEES$300,000
BLACKBAUD INC
PO BOX 830413PHILADELPHIAPA19182SOFTWARE SERVICES$118,345
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$26,290FundraisingAmt
All Other Contributions$18,045,999AllOtherContributionsAmt
Noncash Contributions$1,809,746NoncashContributionsAmt
Total Contributions$18,072,289TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI EVENTS611710$294,131$294,131
PROGRAM RENTAL INCOME532000$18,008$18,008
FieldValueIRS element (for citing)
Total Program Service Revenue$312,139TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$935,653TotalRevenueColumnAmt
Unrelated Business Revenue$17,889UnrelatedBusinessRevenueAmt
Exclusion$917,764ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,489TotalRevenueColumnAmt
Exclusion$6,489ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,907,561SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,907,561SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,907,561TotalRevenueColumnAmt
Exclusion$7,907,561ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,188FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$26,290ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,230FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,958TotalRevenueColumnAmt
Exclusion$3,958ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$59,652GrossSalesOfInventoryAmt
Cost Of Goods Sold$36,770CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,882TotalRevenueColumnAmt
Exclusion$22,882ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$299,451TotalRevenueColumnAmt
Exclusion$299,451ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$299,451OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,560,422TotalRevenueColumnAmt
Related Or Exempt Func Income$312,139RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,889UnrelatedBusinessRevenueAmt
Exclusion$9,158,105ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,989,691TotalAmt
Program Services$6,989,691ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,860,616TotalAmt
Program Services$3,860,616ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,171,695TotalAmt
Management And General$1,276,757ManagementAndGeneralAmt
Fundraising$894,938FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,773TotalAmt
Management And General$30,773ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$168,162TotalAmt
Management And General$168,162ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,044TotalAmt
Fundraising$48,044FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,157TotalAmt
Management And General$2,157ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$186,342TotalAmt
Management And General$14,865ManagementAndGeneralAmt
Fundraising$171,477FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26TotalAmt
Management And General$26ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$145,931TotalAmt
Fundraising$145,931FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,466TotalAmt
Management And General$5,466ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,579TotalAmt
Management And General$5,579ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,680TotalAmt
Management And General$24,680ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$353,210$353,210
STUDENT HELP$136,681$136,681
EVENT EXPENSES$62,540$62,540
DONOR CULTIVATION$36,054$36,054

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,376TotalAmt
Management And General$22,376ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,250,023TotalAmt
Program Services$10,850,307ProgramServicesAmt
Management And General$1,966,591ManagementAndGeneralAmt
Fundraising$1,433,125FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,041,556BOYAmt
EOY$5,742,008EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,543,818BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,445,549BOYAmt
EOY$6,660,418EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,183BOYAmt
EOY$10,545EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,598BOYAmt
EOY$44,598EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$186,101BOYAmt
EOY$136,826EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$86,869LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$51,384LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,775BOYAmt
EOY$35,485EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$76,138,643BOYAmt
EOY$91,928,057EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$25,035,070BOYAmt
EOY$24,657,477EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$114,496,293BOYAmt
EOY$129,215,414EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$869,110BOYAmt
EOY$743,857EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,755,773BOYAmt
EOY$1,970,976EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$191,705BOYAmt
EOY$290,629EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,816,588BOYAmt
EOY$3,005,462EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,005,881BOYAmt
EOY$15,090,013EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,673,824BOYAmt
EOY$111,119,939EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,679,705BOYAmt
EOY$126,209,952EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$114,496,293BOYAmt
EOY$129,215,414EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,310,399ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,580,168NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$639,680OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,093,417CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,013,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,175,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,549,431CurrentTaxYearMinus1YearAmt
Current Tax Year$18,072,289CurrentTaxYearAmt
Total$110,904,445TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,093,417CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,013,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,175,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,549,431CurrentTaxYearMinus1YearAmt
Current Tax Year$18,072,289CurrentTaxYearAmt
Total$110,904,445TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,789,499SubstantialContributorsTotAmt
Public Support Total170$92,114,946PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,597,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,799,108CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,958,699CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,010,511CurrentTaxYearMinus1YearAmt
Current Tax Year$924,253CurrentTaxYearAmt
Total$7,290,422TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$33,969CurrentTaxYearMinus1YearAmt
Current Tax Year$21,847CurrentTaxYearAmt
Total$55,816TotalAmt
FieldValueIRS element (for citing)
Total Support$118,250,683TotalSupportAmt
Gross Receipts Rltd Activities$2,465,869GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77900PublicSupportCY170Pct
Public Support PY1700.77000PublicSupportPY170Pct
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$12,000AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$12,000AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$14,250,023FilingOrganizationsTotalAmt
Affiliated Group Total$21,732,129AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$14,250,023FilingOrganizationsTotalAmt
Affiliated Group Total$21,744,129AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$862,501FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$215,625FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$846,177CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,846,177TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,769,266LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$13,500CurrentYearMinus3Amt
Current Year Minus2$76,500CurrentYearMinus2Amt
Current Year Minus1$52,000CurrentYearMinus1Amt
Current Year$12,000CurrentYearAmt
Total$154,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$211,544CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$961,544TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,442,316GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$107,050DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$22,500DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$129,126DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements3TotalEasementsCnt
Total Acreage314.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement20.00StaffHoursSpentEnforcementCnt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$145,821,503BeginningYearBalanceAmt
Contributions$17,626,549ContributionsAmt
Investment Earnings Or Losses$9,733,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,995,375GrantsOrScholarshipsAmt
Other Expenditures$2,404,943OtherExpendituresAmt
Administrative Expenses$3,481,081AdministrativeExpensesAmt
End Year Balance$164,300,453EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,185,480BeginningYearBalanceAmt
Contributions$8,115,967ContributionsAmt
Investment Earnings Or Losses$8,059,816InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,387,480GrantsOrScholarshipsAmt
Other Expenditures$5,080,049OtherExpendituresAmt
Administrative Expenses$3,072,231AdministrativeExpensesAmt
End Year Balance$145,821,503EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,860,525BeginningYearBalanceAmt
Contributions$13,002,837ContributionsAmt
Investment Earnings Or Losses$13,164,121InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,097,303GrantsOrScholarshipsAmt
Other Expenditures$4,066,218OtherExpendituresAmt
Administrative Expenses$2,678,482AdministrativeExpensesAmt
End Year Balance$140,185,480EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,490,726BeginningYearBalanceAmt
Contributions$55,724,008ContributionsAmt
Investment Earnings Or Losses-$12,588,133InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,871,156GrantsOrScholarshipsAmt
Other Expenditures$4,115,078OtherExpendituresAmt
Administrative Expenses$2,779,842AdministrativeExpensesAmt
End Year Balance$122,860,525EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,168,815BeginningYearBalanceAmt
Contributions$15,089,066ContributionsAmt
Investment Earnings Or Losses$16,242,415InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,712,778GrantsOrScholarshipsAmt
Other Expenditures$3,931,997OtherExpendituresAmt
Administrative Expenses$2,364,795AdministrativeExpensesAmt
End Year Balance$88,490,726EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28067PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.71933TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,869OtherCostOrOtherBasisAmt
Depreciation$51,384DepreciationAmt
Book Value$35,485BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,485TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
BEQUESTS RECEIVABLE$140,388
ADVANCES - UW-EAU CLAIRE$804,625
CASH SURRENDER VALUE OF LIFE INSURANCE$295,404
DONATED LAND TO BE HELD IN PREPETUITY$207,308
RELATED PARTY RECEIVABLE$17,850,981
SPLIT INTEREST AGREEMENTS$393,939
BENEFICIAL INTEREST IN A PERPETUAL TRUST$4,964,832
FieldValueIRS element (for citing)
Total Book Value Other Assets$24,657,477TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERNAL CGA LIABILITYDesc
Amt$290,629Amt
FieldValueIRS element (for citing)
Total Liability$290,629TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE.
PART V, LINE 4:THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1EATS 2025Event1Nm
Gross Receipts Event1$38,478GrossReceiptsEvent1Amt
Charitable Contri Event1$26,290CharitableContriEvent1Amt
Gross Revenue Event1$12,188GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,230NonCashPrizesEvent1Amt
Gross Receipts Total$38,478GrossReceiptsTotalAmt
Charitable Contributions Tot$26,290CharitableContributionsTotAmt
Gross Revenue Total Events$12,188GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,230NonCashPrizesTotalEventsAmt
Direct Expense Summary Events$8,230DirectExpenseSummaryEventsAmt
Net Income Summary$3,958NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF WISCONSIN - EAU CLAIRE
105 GARFIELD AVENUEEAU CLAIREWI54701391805963STATE OF WISCONSIN$0$6,939,691UNIVERSITY DEPARTMENT SUPPORT
BHEI INC
127 ROOSEVELT AVENUEEAU CLAIREWI54701333931929501(C)(3)$0$50,000ORGANIZATIONAL SUPPORT AND REAL ESTATE ADDITIONS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS1687$3,668,327
FACULTY/STAFF AWARDS63$192,289

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$5,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED ARTMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$40NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED BOOKMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF CLOTHING ITEMSMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution58ContributionCnt
Noncash Contributions Rpt F990$1,788,103NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$53NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED ITEMMethodOfDeterminingRevenuesTxt

Archaeological Artifacts ArchaeologicalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED METEORMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHER ITEMS/EQUIPMENTDesc
Contribution3ContributionCnt
Noncash Contributions Rpt F990$13,550NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED EQUIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $215,000 OF THE CEO SALARIES, $141,000 OF THE VICE PRESIDENT'S SALARY, AND $79,000 OF THE CONTROLLER SALARIES ARE FOR SERVICES RENDERED TO THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS EMAILED TO ALL FINANCE/AUDIT COMMITTEE, MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, FINANCE/AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING. A COPY IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY VIA ONBOARD/BOARD DIRECTOR AND EMAIL FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. A FOUNDATION BOARD MEMBER WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UW-EAU CLAIRE FOUNDATION SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE BOARD MEMBER MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. THE FOUNDATION SECRETARY SHALL REVIEW THE ANNUAL DISCLOSURES AND WILL PROMPTLY SUBMIT TO THE FOUNDATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE EXECUTIVE COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE INTERESTED BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ADDRESS THE ISSUE WITH THE EXECUTIVE COMMITTEE. FOR VOTE ON THE MATTER, THE INTERESTED MEMBER WILL ABSTAIN FROM FINAL DISCUSSION AND MAJORITY VOTE WITH THE REMAINING BOARD.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BEQUESTS 2,785. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 45,242. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 13,276. CHANGE IN VALUE OF BENEFICIAL INTERESTS 594,686. OTHER CHANGES IN NET ASSETS -16,309.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BLUGOLD ENTREPRENEURS LLC
127 ROOSEVELT AVENUEEAU CLAIREWI54701842857064TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS.WI$0$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ROAST COFFEE LLC
127 ROOSEVELT AVENUEEAU CLAIREWI54701842856665TO HOLD A ROAST COFFEE DISTRIBUTION OPERATION WITH RELATED BRANDED PRODUCTSWI$18,007$3,060UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BLUGOLD REAL ESTATE FOUNDATION INC
127 ROOSEVELT AVENUEEAU CLAIREWI54701471689874TO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC.WI501(C)(3)LINE 12A, IUNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INCYes (1)
BHEI INC
127 ROOSEVELT AVENUEEAU CLAIREWI54701333931929TO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC.WI501(C)(3)LINE 12A, IUNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BLUGOLD REAL ESTATE FOUNDATION INC
A$671,320CASH
BLUGOLD REAL ESTATE FOUNDATION INC
B$1,461,674CASH
BLUGOLD REAL ESTATE FOUNDATION INC
D$15,755,260CASH
BHEI INC
A$17,721CASH
BHEI INC
B$50,000CASH
BHEI INC
D$2,050,000CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
BLUGOLD REAL ESTATE FOUNDATION INC
105 GARFIELD AVENUEEAU CLAIREWI54701471689874$0$12,000$12,000$7,759,456$7,771,456$538,573$134,643$0$0$0
BHEI INC
105 GARFIELD AVENUEEAU CLAIREWI54701333931929$0$0$0$399,692$399,692$79,938$19,985$0$0$0