2024-10-23T08:06:02-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 396088094 UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC UW-S 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 GREGORY ELSE TREASURER 7152321151 2024-10-16 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2024-10-16 2023 2024-10-15 13:58:12Z X LINDA FUNK 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 59597338 0 X WWW.UWSTOUT.EDU/FOUNDATION X 1962 WI UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES. 12 12 0 50 0 0 4764279 4707773 0 0 3880158 11479244 88510 40598 8732947 16227615 3014218 3300592 0 0 0 0 0 0 728923 1375870 1774616 4390088 5075208 4342859 11152407 82806182 91189782 896129 1081473 81910053 90108309 UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES. 0 0 1760566 1760566 0 FUNDS PROVIDED TO UW-STOUT TO FUND CHAIRS, PROFESSORSHIPS, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 1312426 1312426 0 SCHOLARSHIPS WERE AWARDED TO 681 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 227600 227600 0 FUNDS PROVIDED TO THE STOUT ALUMNI ASSOCIATION TO ADVANCE THE INTEREST AND EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT. 3300592 1 1 0 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CA CO FL KY MD MI MN OH OR SC WA WI X X LINDA FUNK 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 X KATHARINE REED EXECUTIVE DIRECTOR 16.00 X 0 0 0 LINDA FUNK PRESIDENT 2.00 X X 0 0 0 RANDOLPH MORRISSETTE II PRESIDENT (THRU 10/2023) 2.00 X X 0 0 0 JOHN STAHMER VICE PRESIDENT 1.00 X X 0 0 0 TIM SEICHTER SECRETARY 1.00 X X 0 0 0 GREGORY ELSE TREASURER 1.00 X X 0 0 0 LORA BENRUD MEMBER 0.50 X 0 0 0 DALE BOHNERT MEMBER (THRU 08/2023) 0.50 X 0 0 0 MARY DANGLER MEMBER (THRU 04/2024) 0.50 X 0 0 0 LARRY GRAVES MEMBER (THRU 09/2023) 0.50 X 0 0 0 MARCIA JANTE MEMBER 0.50 X 0 0 0 JASON LEVASH MEMBER 0.50 X 0 0 0 KAY MANGER-HAGUE MEMBER 0.50 X 0 0 0 LAUREN MARTEY MEMBER (THRU 10/2023) 0.50 X 0 0 0 CAROL MOONEY MEMBER 0.50 X 0 0 0 GINA NORLING MEMBER (THRU 04/2024) 0.50 X 0 0 0 STEVE SIZEMORE MEMBER 0.50 X 0 0 0 LACEY SMITH MEMBER 0.50 X 0 0 0 NIKKI STEPHANY MEMBER (THRU 10/2023) 0.50 X 0 0 0 MARY VAN HOUT MEMBER (THRU 09/2023) 0.50 X 0 0 0 LOU WELTER MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - STOUT 712 BROADWAY ST S MENOMONIE WI 54751 STAFFING SERVICES 1013979 1 4707773 295952 4707773 2680201 2680201 10800 10800 52168766 43369723 8799043 8799043 8799043 29798 29798 29798 16227615 0 0 11519842 1988166 1988166 1312426 1312426 1204709 581902 622807 40915 40915 128631 128631 54039 54039 54641 2879 51762 75366 74680 686 103704 98974 4730 10000 10000 44450 5350 39100 47832 37994 9838 10221 10221 108 108 5075208 3300592 1045693 728923 552343 200438 14803 80336 2790914 3762716 87860 90126 273545 67855 205690 205690 75882427 71498265 3006513 15107491 265632 244720 82806182 91189782 429866 613079 466263 468394 896129 1081473 X 9821098 10610552 72088955 79497757 81910053 90108309 82806182 91189782 X 11152407 -3042186 88035 X 0 1 X 1 0 X 2966957 1799363 4182691 4111173 4211864 17272048 2966957 1799363 4182691 4111173 4211864 17272048 2739755 14532293 1330469 1239906 1665724 1775896 2691001 8702996 25975044 158044 0.55950 0.57040 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 1500000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/19 AMOUNT: 2864280. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 352023. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 11/15/21 AMOUNT: 1000000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 02/04/22 AMOUNT: 522657. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 05/26/23 AMOUNT: 653106. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 10/02/23 AMOUNT: 175000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61473189 921338 6566401 625892 565193 1092215 66677628 55067452 2671011 5756262 612205 429149 980182 61473189 61114356 4390220 -8530732 444626 384348 1077418 55067452 46967627 2705656 13071648 372006 344040 914529 61114356 44835413 3779354 -78326 348378 299334 921102 46967627 0.09712 0.73257 0.17031 0 0 176102 176102 97443 67855 29588 205690 1815649 C OTHER ALTERNATIVE INVESTMENTS 13291842 C 15107491 SPLIT-INTEREST AGREEMENTS LIABILITY 468394 468394 13144833 -3042186 88035 -2954151 16098984 128631 128631 16227615 4946577 0 4946577 128631 128631 5075208 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED AS RESTRICTED BY THE DONORS, INCLUDING BUT NOT LIMITED TO, SCHOLARSHIPS, PROFESSORSHIPS, CHAIRS, THE NAKATANI CENTER, ETHICS CENTER, DISCOVERY CENTER, AS WELL AS OTHER SPECIFIC PROGRAMMATIC PURPOSES AT UW-STOUT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 108,947. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -20,912. 1 UNIVERSITY OF WISCONSIN - STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 1760566 0 ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE. STOUT ALUMNI ASSOCIATION 320 S BROADWAY MENOMONIE WI 54751 390853896 501(C)(7) 227600 0 ADVANCE THE INTEREST AND EFFECTIVENESS OF UW STOUT AND STRENGTHEN TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WI STOUT. 1 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 681 1312426 SCHOLARSHIPS TO UW-STOUT STUDENTS PART I, LINE 2: ALL AID MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. X 7 295952 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-STOUT TO LEASE EMPLOYEES. ONE OF THE LEASED EMPLOYEES IS CONTRACTED OUT AS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THIS INDIVIDUAL IS NOT AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-STOUT. KATHARINE REED'S 2023 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $172,216 ESTIMATED AMOUNT OF OTHER COMPENSATION: $24,578 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WERE PROVIDED WITH A COPY OF FORM 990 AND REQUIRED SCHEDULES, AT WHICH TIME ANY QUESTIONS WERE ANSWERED. THEREAFTER, IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS ANNUALLY FOR THEIR SIGNATURE INDICATING COMPLIANCE WITH IT. ALSO, FOUNDATION STAFF MONITOR COMPANIES WITH WHICH IT DOES BUSINESS FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 108,947. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCES -20,912.