Education
University Of Wisconsin Foundation
MADISON, WI
Total revenue
$776.8M
Total expenses
$564.0M
Net assets
$5.4B
Grants received
$486.5M
2,049 grants
EIN
390743975
Tax year
2023
Mission
University of wisconsin foundation aids university of wisconsin-madison by soliciting gifts & bequests, administers & invests securities & properties, & distributes payments for the benefit of university of wisconsin - madison.
Programs
6 programs
Capital additions and facilities - the uw foundation provided $105 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.
Faculty support and research - with over $74 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 2024, the number of endowed funds supporting faculty totaled 810 with an additional 410 funds specifically designated for research and research equipment.
Academic, patient, and student program support - the uw foundation provided $63 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.
Student scholarship and financial aid support - university of wisconsin undergraduate, graduate, and professional students received $60 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 2024, uw foundation managed over 5,600 gift funds that provide support to university of wisconsin students.
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.
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 80,000 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 16,500 waa members via email. "flamingle" is a weekly email, sent to approximately 90,000 alumni, containing various articles of interest. "badger vibes" is a monthly email sent to approximately 35,000 waa members and alumni of color. "the uw now weekly" is a weekly email, sent to approximately 141,000 alumni and donors.
Financials
FY 2023
Revenue
Expenses
People
50 listed
MICHAEL L STOHLER
CIO
$1.6M
55 hrs/wk
MICHAEL M KNETTER
CHIEF EXECUTIVE OFFICER/EX OFFICIO
$801K
60 hrs/wk
ALISA A ROBERTSON
PRESIDENT/CHIEF ADVANCEMENT OFFICER
$522K
55 hrs/wk
CARL J LAURINO
CFO
$357K
50 hrs/wk
NICOLE R MCDONALD
CONTROLLER/TREASURER
$219K
50 hrs/wk
BRENDA J PHEBUS
CHIEF HUMAN RESOURCES OFFICER
$196K
55 hrs/wk
ABIGAIL A CAHAK
CHIEF LEGAL OFFICER
$190K
50 hrs/wk
FALICIA N HINES
SECRETARY
$156K
50 hrs/wk
CYNTHIA A IHLENFELD
DIRECTOR
—
2 hrs/wk
PETER S KIES
DIRECTOR
—
2 hrs/wk
VALARIE KING-BAILEY
DIRECTOR
—
2 hrs/wk
JUN W LEE
DIRECTOR
—
2 hrs/wk
ROGER M MANSUKHANI
DIRECTOR
—
2 hrs/wk
ALICE D MORTENSON
DIRECTOR
—
2 hrs/wk
LORNA E NAGLER
DIRECTOR
—
2 hrs/wk
DAVID O NICHOLAS
DIRECTOR
—
2 hrs/wk
SUSAN S PATTERSON
DIRECTOR
—
2 hrs/wk
STEPHEN R PETERSEN
DIRECTOR
—
2 hrs/wk
TODD C PULVINO
DIRECTOR
—
2 hrs/wk
CHRISTINE A ROTSCH
DIRECTOR
—
2 hrs/wk
LAUREEN E SEEGER
DIRECTOR
—
2 hrs/wk
MICHAEL S SHANNON
DIRECTOR
—
2 hrs/wk
SANDRA G SPONEM
DIRECTOR
—
2 hrs/wk
THOMAS D STEVENS
DIRECTOR
—
2 hrs/wk
PATRICK A THIELE
DIRECTOR
—
2 hrs/wk
JEFFREY D WIESNER
DIRECTOR
—
2 hrs/wk
PAUL J COLLINS
EX OFFICIO - TERM IS CONTINUOUS
—
2 hrs/wk
JERE D FLUNO
EX OFFICIO - TERM IS CONTINUOUS
—
2 hrs/wk
TED D KELLNER
EX OFFICIO - TERM IS CONTINUOUS
—
2 hrs/wk
JOHN J OROS
EX OFFICIO - TERM IS CONTINUOUS
—
2 hrs/wk
FRANCES S TAYLOR
EX OFFICIO - TERM IS CONTINUOUS
—
2 hrs/wk
JAMES T THOMPSON
DIRECTOR
—
2 hrs/wk
PAUL S SHAIN
CHAIR
—
2 hrs/wk
LOUIS A HOLLAND
VICE CHAIR
—
2 hrs/wk
LINDA L AHLERS
DIRECTOR
—
2 hrs/wk
RAJIV BATRA
DIRECTOR
—
2 hrs/wk
MICHELLE A BEHNKE
DIRECTOR
—
2 hrs/wk
SUSAN J CELLMER
DIRECTOR
—
2 hrs/wk
SUZANNE N DEWOLF
DIRECTOR
—
2 hrs/wk
JEFFREY J DIERMEIER
DIRECTOR
—
2 hrs/wk
SONNET C EDMONDS
DIRECTOR
—
2 hrs/wk
SUSAN S ENGELEITER
DIRECTOR
—
2 hrs/wk
CHRISTOPHER A MOORE
DEPUTY CHIEF INVESTMENT OFFICER
$847K
50 hrs/wk
RICHARD J SHEPLEY
SR. MANAGING DIRECTOR OF INVESTMENTS
$832K
50 hrs/wk
KATHERINE L WYBLE
MANAGING DIRECTOR OF INVESTMENTS
$673K
50 hrs/wk
SEAN ARP
CHIEF OPERATING OFF OF INVESTMENTS
$424K
50 hrs/wk
JAMES G ELKINS
DIRECTOR OF INVESTMENTS
$350K
50 hrs/wk
JOHN C NORTON
FORMER ASSISTANT TREASURER
$211K
0SCOTT T MCKINNEY
FORMER CHIEF LEGAL OFFICER
$199K
0SARAH L SCHUTT
FORMER CHIEF ALUMNI OFFICER & EXEC.
$183K
0Independent contractors
JANUS HENDERSON INVESTORS
INVESTMENT MANAGER
LEGENDS SALES & MARKETING LLC
FUNDRAISING SERVICES
CANTILLON CAPITAL MANAGEMENT LLP
INVESTMENT MANAGER
HURON CONSULTING SERVICES LLC
IT CONSULTING
BEACON HILL STAFFING GROUP LLC
IT CONSULTING
Grants received
Showing 200 of 2,049
Funded by
$486.5M from 648 funders · 2,049 grants · 2017–2024
$83.1M · 6 grants · 2017–2023
$76.0M · 3 grants · 2022–2024
$50M · 3 grants · 2021–2023
$42.7M · 7 grants · 2018–2023
$20.1M · 7 grants · 2017–2023
$11.2M · 14 grants · 2019–2024
$10.9M · 5 grants · 2020–2024
$9.4M · 5 grants · 2019–2023