2026-09-18T10:50:55-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 391398037 OAKWOOD FOUNDATION INC OAKW 6082304699 6201 MINERAL POINT ROAD MADISON WI 53705 PHILIP SMART CHIEF FINANCIAL OFFICER 6082304699 2026-09-16 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-16 2025 PHILIP SMART 6201 MINERAL POINT ROAD MADISON WI 53705 8311708 0 X WWW.OAKWOODVILLAGE.NET X 1981 WI THE MISSION OF OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS. 7 7 0 7 0 0 1588804 1768522 0 0 1409058 1306566 0 0 2997862 3075088 2174221 2114309 0 0 183697 255903 0 0 328869 181737 140073 2539655 2510285 458207 564803 18264383 20379832 721171 1319571 17543212 19060261 THE MISSION OF OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS. 0 0 2114309 2114309 PROVIDE FUNDING TO 501(C)(3) ORGANIZATIONS IN ORDER TO SERVE THESE PRIORITY NEEDS: BENEVOLENCE FOR OLDER ADULTS WHO CANNOT AFFORD TO PAY THE FULL COST OF CARE; FUNDING FOR CAPITAL ENHANCEMENTS AND PROGRAMS THAT SUPPORT INDEPENDENCE AND ENHANCE QUALITY OF LIFE; AND SPIRITUAL VITALITY. 2114309 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X PHILIP SMART 6082304466 6201 MINERAL POINT ROAD MADISON WI 53705 SARAH KRUGER CHAIR 2.00 X X 0 0 0 DONNA ULTEIG VICE CHAIR 2.00 X X 0 0 0 ROD NORDBY TREASURER 2.00 X X 0 0 0 LORI WERBECKES SECRETARY 2.00 X X 0 0 0 DONNA BEESTMAN DIRECTOR 2.00 X 0 0 0 CHARLIE BUNGE DIRECTOR 2.00 X 0 0 0 DENIS VOGEL DIRECTOR 2.00 X 0 0 0 JANICE HAMILTON-CRAWFORD CEO 2.00 38.00 X 0 521118 26547 CHRISTINE O'DONNELL CFO 2.00 38.00 X 0 274858 10298 DAVID MOSSNER EXECUTIVE DIRECTOR 40.00 X 0 104788 28577 AIMME GRANGER CHEIF DEVELOPMENT OFFICER 40.00 X 0 51012 6146 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFI 2.00 38.00 X 0 266859 19585 0 1218635 91153 0 0 1 0 0 1768522 1768522 452469 452469 6090717 5236620 854097 854097 854097 3075088 0 0 1306566 2114309 2114309 236346 56550 179796 5504 1266 4238 14053 3232 10821 6067 607 5460 57660 57660 42201 1659 40542 948 948 2845 2845 DONOR APPRECIATION 17964 17964 CGA ACTUARIAL EXPENSE 12388 12388 2510285 2114309 67107 328869 261667 420037 346505 852895 101000 50000 3676 3706 17551535 19053194 18264383 20379832 14962 34279 706209 1285292 721171 1319571 X 11005295 12390120 6537917 6670141 17543212 19060261 18264383 20379832 564803 952246 0 X 0 1 X 1 0 X 1548310 1211797 1799972 1588804 1768522 7917405 1548310 1211797 1799972 1588804 1768522 7917405 288802 7628603 379385 417950 455635 429382 452469 2134821 10052226 0.75890 0.74100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 12992782 473950 1518078 864700 14120110 11329850 93274 2430809 861151 12992782 11487483 162295 2944628 3264556 11329850 19452103 72718 -3324660 4712678 11487483 16016969 127189 2961771 -346174 19452103 0.63555 0.30077 0.06368 0 0 0 DONOR ANNUITY RESERVES 149689 DUE TO OVUWH 1135603 1285292 4027334 952246 952246 3075088 0 3075088 2510285 0 2510285 0 2510285 PART III, LINE 4: ORIGINAL ART PIECES WERE DONATED TO THE FOUNDATION AND ARE CURRENTLY BEING USED FOR PUBLIC EXHIBIT IN MULTIPLE AREAS OF THE CAMPUSES. THE ART IS BEING KEPT TO HELP BEAUTIFY THE OAKWOOD RETIREMENT FACILITIES. THERE IS NO FEE TO VIEW THE ART. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS WERE ESTABLISHED FOR PROGRAMS INTENDED TO PROVIDE CONTINUING CARE, EDUCATION, AND PASTORAL CARE. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 333309 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INVESTMENTS 55945 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 7601 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INVESTMENTS 15098 0 0 0 0 0 0 411953 0 411953 1 0 1 0 0 0 SCHEDULE F, PART IV, LINE 3 THE FOREIGN CORPORATION OWNED IS UNDER THE THRESHOLD FOR A FORM 5471 TO BE FILED. 1 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT ROAD MADISON WI 53705 390790565 501(C)(3) 687418 0 GENERAL OPERATIONS OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT ROAD MADISON WI 53705 237401541 501(C)(3) 611598 0 GENERAL OPERATIONS OAKWOOD VILLAGE PRAIRE RIDGE HOMES INC 6165 MINERAL POINT ROAD MADISON WI 53705 391966791 501(C)(3) 636206 0 GENERAL OPERATIONS AGEBETTER INC 6209 MINERAL POINT RD SUITE 210 MADISON WI 53705 391969761 501(C)(3) 24000 0 GENERAL OPERATIONS CATHOLIC CHARITIES INC DIOCESE OF MADISON 702 S HIGH POINT RD NO 201 MADISON WI 53719 390807067 501(C)(3) 20000 0 GENERAL OPERATIONS OAKWOOD CHAMBER PLAYERS INC 6201 MINERAL POINT RD MADISON WI 53705 391873596 501(C)(3) 15200 0 GENERAL OPERATIONS OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC 6165 MINERAL POINT ROAD MADISON WI 53705 391966790 501(C)(3) 95321 0 GENERAL OPERATIONS 7 0 PART I, LINE 2: THE ORGANIZATION MAKES GRANTS TO OTHER PUBLICLY SUPPORTED IRC SEC 501(C)(3) PUBLIC CHARITIES WITH PURPOSES SIMILAR TO THE FOUNDATIONS MISSION. THE GRANTS ARE MONITORED BY THE FOUNDATION DIRECTOR, FOUNDATION STAFF, AND THE FOUNDATION BOARD. 0 0 0 0 0 0 0 0 0 JANICE HAMILTON-CRAWFORD CEO 0 499808 0 0 0 21310 0 12250 0 14297 0 547665 0 0 SUSAN RAFFERTY CHIEF HUMAN RESOURCES OFFI 0 264402 0 0 0 2457 0 8885 0 10700 0 286444 0 0 CHRISTINE O'DONNELL CFO 0 261274 0 12024 0 1560 0 9198 0 1100 0 285156 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR AND ANY VICE-CHAIR, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATIONS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, WITH THE EXCEPTION OF (I) ELECTING OFFICERS OF THE CORPORATION; (II) FILLING VACANCIES IN THE EXECUTIVE COMMITTEE; (III) AMENDING THE BY-LAWS; (IV) ADOPTING PROGRAMS WHICH WOULD INVOLVE ONGOING ACTIVITY OR FINANCIAL SUPPORT BY THE CORPORATION FOR A PERIOD EXCEEDING ONE CALENDAR YEAR; AND (V) APPROVING OR DISAPPROVING ANNUAL BUDGETS. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER, CFO AND AUDIT FINANCE AND INSURANCE COUNCIL OF THE OAKWOOD BOARD OF DIRECTORS DO A THOROUGH REVIEW OF THE FORM 990 BEFORE FILING WITH THE IRS. THE DRAFT RETURN IS SHARED WITH ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET, AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OAKWOOD VILLAGE UNIVERSITY WOODS APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 237401541 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE UNIVERSITY WOODS HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 390790565 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE APARTMENTS INC 6165 MINERAL POINT RD MADISON WI 53705 391966790 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD VILLAGE PRAIRIE RIDGE HOMES INC 6165 MINERAL POINT RD MADISON WI 53705 391966791 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 10 OAKWOOD LUTHERAN SENIOR MINISTRIES INC 0 OAKWOOD LUTHERAN SENIOR MINISTRIES 6201 MINERAL POINT RD MADISON WI 53705 831096645 CHRISTIAN COMMUNITY FOR THE ELDERLY WI 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0