Nonprofit · EIN 39-0743975
UNIVERSITY OF WISCONSIN FOUNDATION
Tax-exempt · MADISON, WI 53726
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $680,868,045 | $658,424,352 | $22,443,693 | $6,317,679,254 | $430,104,924 | $5,887,574,330 |
| June 30, 2024 | 990 | $776,771,718 | $564,023,383 | $212,748,335 | $5,809,599,535 | $371,257,291 | $5,438,342,244 |
| June 30, 2023 | 990 | $490,458,457 | $435,563,925 | $54,894,532 | $5,258,973,342 | $375,213,833 | $4,883,759,509 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $347,553,672
- of which government grants
- $50,155,561
- Membership dues
- $586,660
- Program service revenue
- $1,100,736
- Investment income
- $331,627,782
- Royalties
- $446,310
- Net rental income
- $48,000
- Net gain from sales of assets
- $226,475,220
- Net income from sales of inventory
- $62,873
- Other revenue
- $585,855
Expenses
- Grants and similar amounts paid
- $548,751,779
- Compensation of officers, directors and key employees
- $4,387,093
- Other salaries and wages
- $29,220,376
- Salaries, compensation and benefits (total)
- $43,878,303
- Professional fundraising fees
- $2,199,062
- Legal fees
- $298,955
- Accounting fees
- $610,863
- Occupancy
- $1,701,474
- Travel
- $1,038,152
- Depreciation
- $2,750,460
- Program services (functional)
- $584,658,409
- Management and general (functional)
- $30,503,735
- Fundraising (functional)
- $43,262,208
Balance sheet and other
- Total assets, start of year
- $5,809,599,535
- Total assets, end of year
- $6,317,679,254
- Total liabilities, end of year
- $430,104,924
- Net assets, end of year
- $5,887,574,330
- Land, buildings and equipment
- $17,796,776
- Publicly traded securities
- $3,933,329,976
- Net assets without donor restrictions
- $273,449,683
- Net assets with donor restrictions
- $5,614,124,647
- Gross unrelated business income
- -$10,513,224
- Gross receipts
- $5,244,300,792
- Employees
- 458
- Volunteers
- 1,500
- Year formed
- 1945
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL L STOHLER | CIO Officer | 55 | $1,943,576 | $55,198 |
| CHRISTOPHER A MOORE | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 50 | $994,559 | $55,198 |
| RICHARD J SHEPLEY | SR. MANAGING DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $946,665 | $55,198 |
| MICHAEL M KNETTER | CEO (UNTIL 12/31/24) Trustee or director, Officer | 60 | $820,496 | $135,291 |
| KATHERINE L WYBLE | MANAGING DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $762,210 | $35,998 |
| ALISA A ROBERTSON | PRESIDENT/CEO (AS OF 1/1/25) Trustee or director, Officer | 55 | $537,702 | $60,818 |
| SEAN ARP | CHIEF OPERATING OFF OF INVESTMENTS Highest-paid employee | 50 | $514,216 | $55,198 |
| JAMES G ELKINS | DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $407,968 | $25,425 |
| CARL J LAURINO | CFO Officer | 50 | $371,138 | $52,558 |
| JOHN C NORTON | FORMER ASSISTANT TREASURER Former | 0 | $218,712 | $29,651 |
| BRENDA J PHEBUS | CHIEF HUMAN RESOURCES OFFICER Officer | 55 | $202,026 | $41,744 |
| ABIGAIL A CAHAK | CHIEF LEGAL OFFICER Officer | 50 | $212,733 | $29,210 |
| NICOLE R MCDONALD | CONTROLLER/TREASURER Officer | 50 | $216,092 | $22,737 |
| SCOTT T MCKINNEY | FORMER CHIEF LEGAL OFFICER Former | 0 | $198,706 | $38,898 |
| SARAH L SCHUTT | FORMER CHIEF ALUMNI OFFICER & EXEC. Former | 0 | $189,259 | $40,272 |
41 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIANNE SIESS | CHIEF INFORMATION OFFICER Officer | 50 | $192,923 | $33,892 |
| FALICIA N HINES | SECRETARY Officer | 50 | $165,514 | $19,582 |
| PAUL S SHAIN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LOUIS A HOLLAND | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LINDA L AHLERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAJIV BATRA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE A BEHNKE | DIRECTOR (UNTIL 6/30/25) Trustee or director | 2 | $0 | $0 |
| SUSAN J CELLMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUZANNE N DEWOLF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY J DIERMEIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SONNET C EDMONDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN S ENGELEITER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL B FERDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN A GOGGINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH M QUADRACCI HARNED | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELZIE L HIGGINBOTTOM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM P HSU | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CYNTHIA A IHLENFELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER S KIES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VALARIE KING-BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUN W LEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER M MANSUKHANI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALICE D MORTENSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LORNA E NAGLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID O NICHOLAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN S PATTERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN R PETERSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD C PULVINO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE A ROTSCH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAUREEN E SEEGER | DIRECTOR (UNTIL 5/28/25) Trustee or director | 2 | $0 | $0 |
| MICHAEL S SHANNON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SANDRA G SPONEM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS D STEVENS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK A THIELE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES T THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY D WIESNER | DIRECTOR (UNTIL 6/30/25) Trustee or director | 2 | $0 | $0 |
| PAUL J COLLINS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JERE D FLUNO | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| TED D KELLNER | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JOHN J OROS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| FRANCES S TAYLOR | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 55 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL L STOHLER | CIO Officer | 55 | $1,570,221 | $52,456 |
| MICHAEL M KNETTER | CHIEF EXECUTIVE OFFICER/EX OFFICIO Trustee or director, Officer | 60 | $800,626 | $134,489 |
| CHRISTOPHER A MOORE | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 50 | $846,887 | $52,456 |
| RICHARD J SHEPLEY | SR. MANAGING DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $831,819 | $52,456 |
| KATHERINE L WYBLE | MANAGING DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $672,714 | $29,348 |
| ALISA A ROBERTSON | PRESIDENT/CHIEF ADVANCEMENT OFFICER Officer | 55 | $522,035 | $59,576 |
| SEAN ARP | CHIEF OPERATING OFF OF INVESTMENTS Highest-paid employee | 50 | $424,006 | $37,102 |
| CARL J LAURINO | CFO Officer | 50 | $356,988 | $46,381 |
| JAMES G ELKINS | DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $349,608 | $23,348 |
| JOHN C NORTON | FORMER ASSISTANT TREASURER Former | 0 | $210,885 | $28,456 |
| BRENDA J PHEBUS | CHIEF HUMAN RESOURCES OFFICER Officer | 55 | $195,690 | $39,816 |
| SCOTT T MCKINNEY | FORMER CHIEF LEGAL OFFICER Former | 0 | $199,375 | $33,124 |
| NICOLE R MCDONALD | CONTROLLER/TREASURER Officer | 50 | $219,320 | $11,077 |
| SARAH L SCHUTT | FORMER CHIEF ALUMNI OFFICER & EXEC. Former | 0 | $183,294 | $38,341 |
| ABIGAIL A CAHAK | CHIEF LEGAL OFFICER Officer | 50 | $189,906 | $26,455 |
| FALICIA N HINES | SECRETARY Officer | 50 | $155,975 | $35,238 |
| PAUL S SHAIN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LOUIS A HOLLAND | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LINDA L AHLERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAJIV BATRA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE A BEHNKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN J CELLMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUZANNE N DEWOLF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY J DIERMEIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SONNET C EDMONDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN S ENGELEITER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL B FERDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN A GOGGINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH M QUADRACCI HARNED | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELZIE L HIGGINBOTTOM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM P HSU | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CYNTHIA A IHLENFELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER S KIES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VALARIE KING-BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUN W LEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER M MANSUKHANI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALICE D MORTENSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LORNA E NAGLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID O NICHOLAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN S PATTERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN R PETERSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD C PULVINO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE A ROTSCH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAUREEN E SEEGER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL S SHANNON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SANDRA G SPONEM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS D STEVENS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK A THIELE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES T THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY D WIESNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL J COLLINS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JERE D FLUNO | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| TED D KELLNER | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JOHN J OROS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| FRANCES S TAYLOR | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 61 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL L STOHLER | CIO Officer | 55 | $1,174,624 | $37,637 |
| MICHAEL M KNETTER | CHIEF EXECUTIVE OFFICER/EX OFFICIO Trustee or director, Officer | 60 | $847,297 | $136,831 |
| RICHARD J SHEPLEY | SR. MANAGING DIRECTOR OF INVESTMENTS - PUB MRKTS Highest-paid employee | 50 | $870,041 | $48,799 |
| CHRISTOPHER A MOORE | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 50 | $609,081 | $20,249 |
| ALISA A ROBERTSON | PRESIDENT/CHIEF ADVANCEMENT OFFICER Officer | 55 | $530,316 | $57,439 |
| KATHERINE L WYBLE | MANAGING DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $466,865 | $1,405 |
| JAMES G ELKINS | DIRECTOR OF INVESTMENTS Highest-paid employee | 50 | $338,863 | $22,783 |
| ANNE M LUCKE | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 50 | $256,692 | $29,088 |
| CARL J LAURINO | INTERIM CFO Officer | 50 | $267,172 | $16,853 |
| JOHN C NORTON | FORMER ASSISTANT TREASURER Former | 0 | $202,846 | $27,268 |
| SCOTT T MCKINNEY | FORMER CHIEF LEGAL OFFICER Former | 0 | $200,522 | $27,407 |
| BRENDA J PHEBUS | CHIEF HUMAN RESOURCES OFFICER Officer | 55 | $185,245 | $37,506 |
| THOMAS P OLSON | FORMER CIO - PRIVATE MARKETS Former | 0 | $211,739 | $7,069 |
| SARAH L SCHUTT | CHIEF ALUMNI OFFICER & EXEC. Former | 50 | $174,302 | $36,332 |
| CARRIE B PARK | FORMER TREASURER Former | 0 | $178,469 | $27,286 |
| ABIGAIL A CAHAK | CHIEF LEGAL OFFICER Officer | 50 | $170,457 | $20,206 |
| FALICIA N HINES | SECRETARY Officer | 50 | $142,842 | $32,702 |
| GEOFFREY M MCCLOSKEY | FORMER CFO Former | 0 | $133,274 | $13,923 |
| NICOLE R MCDONALD | CONTROLLER/TREASURER Officer | 50 | $110,910 | $800 |
| ALICE MORTENSON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| COLLEEN A GOGGINS | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| CURTIS J FUSZARD | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| CYNTHIA A IHLENFELD | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| DR FREDERICK A ROBERTSON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| ELIZABETH M QUADRACCI HARNED | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| ELZIE L HIGGINBOTTOM | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| FRANCES S TAYLOR | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JAMES T THOMPSON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JANE R MANDULA | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JEFFREY D WIESNER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JEFFREY J DIERMEIER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JERE D FLUNO | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JOHN J OROS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| JOHN P HOLTON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JOHN S NELSON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| JON D HAMMES | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| KAREN A MONFRE | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| LAUREEN E SEEGER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| LINDA L AHLERS | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| LINDA L PROCCI | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| LORNA E NAGLER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| LOUIS A HOLLAND | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| MICHAEL S SHANNON | CHAIR - TERM EXP 6/2023 Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE A BEHNKE | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| PATRICK A THIELE | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| PAUL J COLLINS | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| PAUL S SHAIN | VICE CHAIR - TERM EXP 6/2023 Trustee or director, Officer | 2 | $0 | $0 |
| PETER A LEIDEL | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| PETER S KIES | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| RAJIV BATRA | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| SONNET C EDMONDS | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| STEPHEN R PETERSEN | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| SUSAN J CELLMER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| SUSAN S ENGELEITER | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| SUSAN S PATTERSON | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| SUZANNE N DEWOLF | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| TED D KELLNER | EX OFFICIO - TERM IS CONTINUOUS Trustee or director | 2 | $0 | $0 |
| THOMAS D STEVENS | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| THOMAS P MADSEN | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| TODD C PULVINO | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
| WILLIAM P HSU | DIRECTOR - TERM EXP 6/2023 Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1848 UNIVERSITY AVE, MADISON, WI 53726-4090
- In care of
- % CASEY ZWETTLER
- Mailing address (990-N for 2018)
- 975 University Ave, Madison WI 53706
- Principal officer (990 for 2024)
- ALISA A ROBERTSON, 1848 UNIVERSITY AVENUE, MADISON, WI 537264090
- Principal officer (990-N for 2018)
- Sarah Laborde, 505 University ave, madison WI 53703
- Signed the 990
- CARL J LAURINO, CFO
- Phone
- (608) 263-4545
- Website
- WWW.SUPPORTUW.ORG
- Return prepared by
- RSM US LLP
Mission
TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER.
Program accomplishments
- CAPITAL ADDITIONS AND FACILITIES - THE UW FOUNDATION PROVIDED $197 MILLION TO THE UNIVERSITY OF WISCONSIN IN SUPPORT OF NEW BUILDING CONSTRUCTION, RENOVATION, MAINTENANCE, AND EQUIPMENT NEEDS. STATE-OF-THE-ART FACILITIES HELP THE UNIVERSITY ATTRACT HIGH-CALIBER FACULTY AND STUDENTS. THESE FACILITIES AND GROUNDS PROVIDE SPACE, ENVIRONMENTS, AND TECHNOLOGIES THAT PROMOTE THE HIGHEST LEVELS OF TEACHING, LEARNING, AND RESEARCH.Expenses $196,895,770 · grants $196,895,770
- DISCRETIONARY SUPPORT - THE UW FOUNDATION PROVIDES CRITICAL FUNDING TO SENIOR UNIVERSITY OFFICIALS GRANTING THEM THE NEEDED FLEXIBILITY TO RESPOND TO BOTH EXISTING AND UNFORESEEN OPPORTUNITIES. THIS DISCRETIONARY SUPPORT HELPS FURTHER THE MISSION OF THE UNIVERSITY BY FULFILLING THE GREATEST NEEDS AND TOP PRIORITIES OF THE UNIVERSITY.Expenses $125,029,315 · grants $125,029,315
- FACULTY SUPPORT AND RESEARCH - WITH $95 MILLION FROM THE UW FOUNDATION, UNIVERSITY OF WISCONSIN FACULTY AND STAFF RECEIVED CRITICAL FINANCIAL SUPPORT ALLOWING FOR INCREASED RESEARCH OPPORTUNITIES AND IMPROVED CLASSROOM EXPERIENCES FOR STUDENTS. PRIVATE GIFT SUPPORT HELPS THE UNIVERSITY ATTRACT AND RETAIN WORLD-CLASS FACULTY, WHICH ULTIMATELY ATTRACTS THE BEST AND BRIGHTEST STUDENTS, AND IMPROVES THE UNIVERSITY'S REPUTATION AS A LEADING UNIVERSITY. AT THE END OF FISCAL YEAR 2025, THE NUMBER OF ENDOWED FUNDS SUPPORTING FACULTY TOTALED 765 WITH AN ADDITIONAL 339 FUNDS SPECIFICALLY DESIGNATED FOR RESEARCH AND RESEARCH EQUIPMENT.Expenses $94,853,881 · grants $94,853,881
- ACADEMIC, PATIENT, AND STUDENT PROGRAM SUPPORT - THE UW FOUNDATION PROVIDED $73 MILLION TO THE UNIVERSITY OF WISCONSIN TO SUPPORT ITS ACADEMIC, PATIENT, AND STUDENT SUPPORT PROGRAMS. THESE FUNDS ENABLE STUDENTS TO DEVELOP SKILLS AND KNOWLEDGE FOR GROWTH AND SUCCESS BY OFFERING HIGH-QUALITY AND RESPONSIVE PROGRAMS BY EMPLOYING BEST PRACTICES IN TEACHING, LEARNING, AND PATIENT CARE, INFLUENCING PEOPLE'S LIVES BEYOND THE BOUNDARIES OF THE CLASSROOM.Expenses $73,120,316 · grants $73,120,316
- STUDENT SCHOLARSHIP AND FINANCIAL AID SUPPORT - UNIVERSITY OF WISCONSIN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS RECEIVED $59 MILLION IN SCHOLARSHIPS, FELLOWSHIPS AND AWARDS FROM PRIVATE GIFT SUPPORT. STUDENTS ACROSS ALL SCHOOLS AND COLLEGES, CENTERS, AND PROGRAMS OF THE UNIVERSITY HAVE THE OPPORTUNITY TO RECEIVE SUPPORT. PRIVATE GIFT SUPPORT IS CRITICAL TO ENSURING ALL STUDENTS ARE ABLE TO EXPLORE THEIR EDUCATIONAL OPPORTUNITIES, EXPERIENCE COLLEGE LIFE, AND MANAGE TUITION COSTS. IN FISCAL YEAR 2025, UW FOUNDATION MANAGED OVER 4,900 GIFT FUNDS THAT PROVIDE SUPPORT TO UNIVERSITY OF WISCONSIN STUDENTS.Expenses $58,852,497 · grants $58,852,497
- INVESTMENT MANAGEMENT - THE UW FOUNDATION INVESTMENTS TEAM WORKS VERY CLOSELY WITH AN APPOINTED INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS WHILE HELPING TO BOTH CREATE AND MANAGE TO A COMPREHENSIVE INVESTMENT POLICY STATEMENT, TO BUILD POOLED PORTFOLIOS DESIGNED TO ACHIEVE STATED OBJECTIVES, AND TO HELP POSITION BOARD-DRIVEN POLICIES THAT ARE FUNDAMENTAL TO THE FOUNDATION'S OPERATIONAL BUSINESS MODEL.Expenses $35,906,630
- PUBLICATIONS - "ON WISCONSIN" IS A QUARTERLY PUBLICATION, MAILED TO APPROXIMATELY 400,000 ALUMNI, FACULTY, DONORS, WAA MEMBERS, AND OTHER STAKEHOLDERS, SERVING AS THE OFFICIAL UNIVERSITY OF WISCONSIN ALUMNI MAGAZINE. "AWARDS" IS AN ANNUAL PUBLICATION, MAILED TO APPROXIMATELY 90,000 ALUMNI, WAA MEMBERS, AND OTHER STAKEHOLDERS. "BADGER INSIDER" IS SENT TO WAA MEMBERS ONLY (APPROXIMATELY 25,000 HOUSEHOLDS) SEMIANNUALLY, SERVING AS THE MEMBER FORUM. "DIGITAL BADGER INSIDER", AN EMAIL COMPANION TO THE BADGER INSIDER MAGAZINE IS SENT MONTHLY TO APPROXIMATELY 16,000 WAA MEMBERS VIA EMAIL. "FLAMINGLE" IS A WEEKLY EMAIL, SENT TO APPROXIMATELY 80,000 ALUMNI, CONTAINING VARIOUS ARTICLES OF INTEREST. "BADGER VIBES" IS A MONTHLY EMAIL SENT TO APPROXIMATELY 48,000 WAA MEMBERS AND ALUMNI OF COLOR. "THE UW NOW WEEKLY" IS A WEEKLY EMAIL, SENT TO APPROXIMATELY 130,000 ALUMNI AND DONORS.revenue $1,163,609
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0743975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $6,317,679,254
- Income (IRS master file)
- $5,244,300,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $680,868,045 | $658,424,352 | $6,317,679,254 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $776,771,718 | $564,023,383 | $5,809,599,535 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $490,458,457 | $435,563,925 | $5,258,973,342 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,306,102,571 | $379,636,732 | $4,965,210,272 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Sarah Laborde | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0743975).
Questions about UNIVERSITY OF WISCONSIN FOUNDATION
- What is the EIN of UNIVERSITY OF WISCONSIN FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF WISCONSIN FOUNDATION is 39-0743975.
- Is UNIVERSITY OF WISCONSIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to UNIVERSITY OF WISCONSIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF WISCONSIN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF WISCONSIN FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF WISCONSIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF WISCONSIN FOUNDATION?
- The 990 for the year ended June 30, 2025 names ALISA A ROBERTSON.
- Who are the officers and directors of UNIVERSITY OF WISCONSIN FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 56 people; 17 received compensation from the organization, the highest $1,943,576 (MICHAEL L STOHLER, CIO).
- How much revenue does UNIVERSITY OF WISCONSIN FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $680,868,045, expenses of $658,424,352 and total assets of $6,317,679,254 at year end.
Other nonprofits in MADISON
- WISCONSIN ALUMNI RESEARCH FOUNDATION EIN 39-0833612 · last filed 990 for 2025
- ASCENDIUM EDUCATION SOLUTIONS INC EIN 39-1853833 · last filed 990 for 2025
- ASCENDIUM EDUCATION GROUP INC EIN 39-1090394 · last filed 990 for 2025
- EDGEWOOD UNIVERSITY INC EIN 39-0806202 · last filed 990 for 2025
- UNIVERSITY RESEARCH PARK INC EIN 39-1509154 · last filed 990 for 2024
- WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT EIN 39-1039417 · last filed 990 for 2025
- MADISON AREA TECHNICAL COLLEGE FOUNDATION INC EIN 23-7265867 · last filed 990 for 2025
- WISCONSIN MANUFACTURING EXTENSION PARTNERSHIP INC EIN 47-5663762 · last filed 990 for 2024