NonprofitsUniversity Of Wisconsin Foundation

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.

Expenses: $105.0MGrants: $105.0M

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.

Expenses: $74.6MGrants: $74.6M

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.

Expenses: $63.0MGrants: $63.0M

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.

Expenses: $60.1MGrants: $60.1M

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: $39.0M

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

Contributions & grants$474.8M
Program service revenue$1.2M
Investment income$300.1M
Other revenue$709K
Total revenue$776.8M

Expenses

Grants paid$456.3M
Salaries & benefits$40.6M
Fundraising$40.6M
Other expenses$67.0M
Total expenses$564.0M
Total assets$5.8B
Net assets$5.4B

People

50 listed

NameRoleCompensation

MICHAEL L STOHLER

CIO

Board

$1.6M

55 hrs/wk

MICHAEL M KNETTER

CHIEF EXECUTIVE OFFICER/EX OFFICIO

Board

$801K

60 hrs/wk

ALISA A ROBERTSON

PRESIDENT/CHIEF ADVANCEMENT OFFICER

Board

$522K

55 hrs/wk

CARL J LAURINO

CFO

Board

$357K

50 hrs/wk

NICOLE R MCDONALD

CONTROLLER/TREASURER

Board

$219K

50 hrs/wk

BRENDA J PHEBUS

CHIEF HUMAN RESOURCES OFFICER

Board

$196K

55 hrs/wk

ABIGAIL A CAHAK

CHIEF LEGAL OFFICER

Board

$190K

50 hrs/wk

FALICIA N HINES

SECRETARY

Board

$156K

50 hrs/wk

CYNTHIA A IHLENFELD

DIRECTOR

Board

2 hrs/wk

PETER S KIES

DIRECTOR

Board

2 hrs/wk

VALARIE KING-BAILEY

DIRECTOR

Board

2 hrs/wk

JUN W LEE

DIRECTOR

Board

2 hrs/wk

ROGER M MANSUKHANI

DIRECTOR

Board

2 hrs/wk

ALICE D MORTENSON

DIRECTOR

Board

2 hrs/wk

LORNA E NAGLER

DIRECTOR

Board

2 hrs/wk

DAVID O NICHOLAS

DIRECTOR

Board

2 hrs/wk

SUSAN S PATTERSON

DIRECTOR

Board

2 hrs/wk

STEPHEN R PETERSEN

DIRECTOR

Board

2 hrs/wk

TODD C PULVINO

DIRECTOR

Board

2 hrs/wk

CHRISTINE A ROTSCH

DIRECTOR

Board

2 hrs/wk

LAUREEN E SEEGER

DIRECTOR

Board

2 hrs/wk

MICHAEL S SHANNON

DIRECTOR

Board

2 hrs/wk

SANDRA G SPONEM

DIRECTOR

Board

2 hrs/wk

THOMAS D STEVENS

DIRECTOR

Board

2 hrs/wk

PATRICK A THIELE

DIRECTOR

Board

2 hrs/wk

JEFFREY D WIESNER

DIRECTOR

Board

2 hrs/wk

PAUL J COLLINS

EX OFFICIO - TERM IS CONTINUOUS

Board

2 hrs/wk

JERE D FLUNO

EX OFFICIO - TERM IS CONTINUOUS

Board

2 hrs/wk

TED D KELLNER

EX OFFICIO - TERM IS CONTINUOUS

Board

2 hrs/wk

JOHN J OROS

EX OFFICIO - TERM IS CONTINUOUS

Board

2 hrs/wk

FRANCES S TAYLOR

EX OFFICIO - TERM IS CONTINUOUS

Board

2 hrs/wk

JAMES T THOMPSON

DIRECTOR

Board

2 hrs/wk

PAUL S SHAIN

CHAIR

Board

2 hrs/wk

LOUIS A HOLLAND

VICE CHAIR

Board

2 hrs/wk

LINDA L AHLERS

DIRECTOR

Board

2 hrs/wk

RAJIV BATRA

DIRECTOR

Board

2 hrs/wk

MICHELLE A BEHNKE

DIRECTOR

Board

2 hrs/wk

SUSAN J CELLMER

DIRECTOR

Board

2 hrs/wk

SUZANNE N DEWOLF

DIRECTOR

Board

2 hrs/wk

JEFFREY J DIERMEIER

DIRECTOR

Board

2 hrs/wk

SONNET C EDMONDS

DIRECTOR

Board

2 hrs/wk

SUSAN S ENGELEITER

DIRECTOR

Board

2 hrs/wk

CHRISTOPHER A MOORE

DEPUTY CHIEF INVESTMENT OFFICER

Staff

$847K

50 hrs/wk

RICHARD J SHEPLEY

SR. MANAGING DIRECTOR OF INVESTMENTS

Staff

$832K

50 hrs/wk

KATHERINE L WYBLE

MANAGING DIRECTOR OF INVESTMENTS

Staff

$673K

50 hrs/wk

SEAN ARP

CHIEF OPERATING OFF OF INVESTMENTS

Staff

$424K

50 hrs/wk

JAMES G ELKINS

DIRECTOR OF INVESTMENTS

Staff

$350K

50 hrs/wk

JOHN C NORTON

FORMER ASSISTANT TREASURER

Staff

$211K

0

SCOTT T MCKINNEY

FORMER CHIEF LEGAL OFFICER

Staff

$199K

0

SARAH L SCHUTT

FORMER CHIEF ALUMNI OFFICER & EXEC.

Staff

$183K

0

Independent contractors

JANUS HENDERSON INVESTORS

INVESTMENT MANAGER

$2.1M

LEGENDS SALES & MARKETING LLC

FUNDRAISING SERVICES

$1.6M

CANTILLON CAPITAL MANAGEMENT LLP

INVESTMENT MANAGER

$1.6M

HURON CONSULTING SERVICES LLC

IT CONSULTING

$1.5M

BEACON HILL STAFFING GROUP LLC

IT CONSULTING

$1.3M

Grants received

Showing 200 of 2,049

FromAmountPurposeYear
$26M
EDUCATION
2024
$2M
TO FUND APPROVED PUBLIC CHARITIES
2024
$1.6M
General Nonprofit Support
2024
$1.1M
Extramural Research
2024
$975K
GENERAL SUPPORT
2024
$800K
TO FUND APPROVED PUBLIC CHARITIES
2024
$664K
PHILANTHROPY
2024
$600K
RADIOLOGY RESEARCH
2024
$598K
ORGANIC AGRICULTURE PROGRAM SUPPORT
2024
$580K
EDUCATION, PHILANTHROPY, VOLUNTARISM, ANIMAL-RELATED
2024
$548K
Ascendium Education Group Public Policy Education Innovation and Expansion Fund Good Neighbor Giving 2024 Triple Your Impact match 2024 2024
2024
$500K
TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS
2024
$493K
UNRESTRICTED
2024
$450K
Support for academic research
2024
$427K
JAMES D. AND DOROTHY SHAW SCHOLARSHIP
2024
$387K
UNRESTRICTED GENERAL SUPPORT
2024
$366K
THE UNIVERSITY OF WISCONSIN FOUNDATION RAISES, INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN MADISON.
2024
$300K
GRASSLAND 2.0 PROGRAM
2024
$256K
GENERAL OPERATING
2024
$250K
AIDS UNIVERSITY OF WISCONSIN-MADISON BY SOLICITING GIFTS AND BEQUESTS, ADMINISTERS AND INVESTS SECURITIES AND PROPERTY AND DISTRIBUTES PAYMENTS FOR BENEFIT OF UW-MADISON.
2024
$250K
UNRESTRICTED FUNDS FOR THE REMINGTON CENTER
2024
$200K
Raise awareness and support research and treatment of childhood cancer.
2024
$200K
GENERAL OPERATIONS SUPPORT
2024
$200K
ECONOMIC JUSTICE INSTITUTE
2024
$200K
MADISON FORWARD FUND
2024
$200K
PROGRAM SUPPORT
2024
$183K
UNRESTRICTED CHARITABLE GRANT
2024
$183K
Education
2024
$175K
GENERAL SUPPORT
2024
$169K
Recruiting flights & gen. support
2024
$155K
GENERAL FUND
2024
$150K
GENERAL SUPPORT
2024
$150K
UNRESTRICTED FUNDS FOR ODYSSEY BEYOND BARS
2024
$143K
UNIVERSITY OF WISCONSIN SURGERY CLINICAL RESEARCH CONTINUUM HIGH SCHOOL TO COLLEGE PROGRAM
2024
$142K
UNIVERSITIES, GRADUATE SCHOOLS OR LAW SCHOOLS
2024
$139K
FOR FEED EFFICIENCY RESEARCH
2024
$139K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$125K
UNRESTRICTED FUNDS FOR CONNECTRX WISCONSIN
2024
$118K
General & Unrestricted
2024
$110K
UNRESTRICTED FUNDS FOR JUSTICE-IMPACTED FAMILIES AT LITERACY LINK
2024
$100K
Kohl Center Expansion
2024
$100K
UNRESTRICTED FUNDS FOR THE CENTER FOR PATIENT PARTNERSHIPS
2024
$100K
DIVISION OF PLASTIC SURGERY GREATEST NEED FUND
2024
$100K
ATHLETICS/SOUTH END ZONE (4-5 OF 5)
2024
$100K
CULTURAL, HISTORICAL & OTHER EDUCATIONAL
2024
$100K
CARBONE CANCER CENTER
2024
$100K
2024 GRANT AWARD
2024
$95K
UW BURN TEAM ADVANCEMENT FUND
2024
$81K
General Support
2024
$76K
EDU - EDUCATIONAL SUCCESS (PRIMARY)
2024
$75K
COMPREHENSIVE HEALTH ENHANCEMENT SUPPORT SYSTEM FUND
2024
$75K
Support for academic research and public education
2024
$75K
Charitable donation 501(c)(3) organization
2024
$75K
PROFESSORSHIP FUND IN ECONOMICS
2024
$75K
CHARITABLE
2024
$64K
GENERAL SUPPORT
2024
$56K
EDUCATION PROGRAM SUPPORT
2024
$55K
CHANCELLOR REBECCA BLANK GREAT PEOPLE SCHOLARSHIP FUND (XXX-XX-XXXX)
2024
$55K
WAISMAN CENTER - EARLY CHILDHOOD (YOUNG CHILDREN & AUTISM)
2024
$50K
CURT AND SUE CULVER PROFESSORSHIP IN ECONOMICS
2024
$50K
PLEDGE '24 CANDY SCHOOL
2024
$50K
CURT AND SUE CULVER PROFESSORSHIP IN ECONOMICS
2024
$50K
GENERAL SUPPORT
2024
$50K
CHARITABLE CONTRIBUTION
2024
$50K
CURT AND SUE CULVER PROFESSORSHIP IN PUBLIC POLICY EDUCATION (LA FOLLETTE SCHOOL)
2024
$50K
UW ATHLETICS
2024
$50K
CDIS BUILDING FOR THE FUTURE FUND
2024
$50K
TRANSPLANT RESEARCH FUND
2024
$50K
UNRESTRICTED FUNDS FOR THE CONNECT RX EARLY CHILDHOOD HEALTH CONSULTATION PROGRAM
2024
$50K
BOATHOUSE PILING AND CAPITAL IMPROVEMENTS
2024
$45K
CARBONE CANCER CENTER
2024
$44K
Funding in support of the University of Wisconsin Foundation
2024
$40K
$10,000 - TO THE PULMONARY FIBROSIS PATIENT ASSISTANCE FUND, $27,100 - TO HELP HIRE A RESEARCH COORDINATOR FOR THE PULMONARY FIBROSIS RESEARCH TEAM, $3,300 - HIPPITY HOP FUND - XXX-XX-XXXX
2024
$40K
PROGRAM/PROJECT SUPPORT
2024
$40K
UWHC EASTPARK (3 OF 6)
2024
$38K
BOHSTEDT SCHOLARSHIP
2024
$35K
CHARITABLE ORGANIZATION
2024
$35K
GENERAL CHARITABLE PURPOSES
2024
$34K
GENERAL SUPPORT
2024
$34K
FOOD RESEARCH INSTITUTE
2024
$33K
PROGRAM SUPPORT
2024
$30K
INNOVATION GROUNDWORK TEAMS GRANT TO IMPROVE MEDICAL EDUCATION
2024
$30K
William Kistler Coors Scholarship for Environmental Studies - 1 of 4 Scholarship Fund
2024
$30K
CANCER RESEARCH
2024
$30K
EDUCATIONAL/LITERACY
2024
$30K
GRAINGER HALL CAPITAL IMPROVEMENT FUND - PLEDGE AMOUNT.
2024
$30K
DEBORAH WELLS AND THOMAS DEBECK FUND
2024
$30K
UNRESTRICTED FUNDS FOR MEDIC STUDENT-RUN FREE CLINIC
2024
$30K
OPERATIONS
2024
$28K
UNRESTRICTED GENERAL
2024
$27K
UW CREDIT UNION COMMUNITY VALUES SCHOLARSHIP RECIPIENTS (9) SCHOLARSHIP RECIPIENTS RECEIVE $3,000 EACH
2024
$27K
COLLEGES AND UNIVERSITIES
2024
$25K
UW MADISON SCHOOL OF MEDICINE AND PUBLIC HEALTH MEDICAL RESEARCHIS XXX-XX-XXXX, THE CARDIOVASCULAR RESEARCH CENTER FUND.SUMMER INTERNSHIPS FOR UW CARDIOVASCULAR RESEARCH CENTERLABORATORY SUPPLIES/TRAVEL FOR TRAINEES OF THE TRANSLATIONAL CARDIOVASCULAR
2024
$25K
GENERAL PURPOSE
2024
$25K
CONTRIBUTION
2024
$25K
FOUNDATION FUND FOR GENDER STUDIES (STUDENT GRANTS) AND DOCTORAL DISSERTATION SUPPORT.
2024
$25K
SJMC MADISON ADVERTISING FEDERATION SCHOLARSHIP FUND TO SUPPORT THE SCHOOL OF JOURNALISM & MASS COMMUNICATION
2024
$25K
Education & Youth Development
2024
$25K
UNRESTRICTED GENERAL SUPPORT
2024
$25K
GENERAL SUPPORT
2024
$25K
NEUROENDOCRINE CANCER RESEARCH
2024
$25K
GENERAL FUNDS
2024
$25K
UNRESTRICTED FUNDS FOR HEALTHCONNECT
2024
$22K
SCHOLARSHIPS AND FINANCIAL AID
2024
$21K
LSC MADISON ADVERTISING FEDERATION SCHOLARSHIP FUND TO SUPPORT THE COLLEGE OF AGRICULTURAL AND LIFE SCIENCES
2024
$21K
General Support -- Child Life Services
2024
$21K
PROGRAMATIC SUPPORT
2024
$21K
PROGRAMATIC SUPPORT
2024
$21K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$21K
THE CARBONE CANCER CENTER
2024
$20K
GENERAL SUPPORT
2024
$20K
CONSTITUTION RATIFICATION PROJECT
2024
$20K
CARBONE CANCER CENTER GREATEST NEEDS FUND
2024
$18K
EDUCATION PROGRAM SUPPORT
2024
$17K
UNRESTRICTED GENERAL SUPPORT
2024
$17K
GENERAL SUPPORT
2024
$15K
UNRESTRICTED
2024
$15K
WRAPAROUND SUPPORT FOR ODYSSEY FAMILIES
2024
$14K
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2024
$13K
SCHOOL OF BUSINESS
2024
$13K
HAMILTON RODDIS LECTURE SERIES AND FOREST STEWARDSHIP FUND FOR KEMP STATION
2024
$13K
GENERAL OPERATION
2024
$12K
Donor Designation for General Support
2024
$12K
AMERICAN FAMILY CHILDREN'S HOSPITAL - KIDS AND CANCER PROGRAM
2024
$12K
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2024
$12K
EDUCATION
2024
$12K
PR AND BOOTCAMP PROGRAM FUNDING
2024
$12K
AMERICAN FAMILY CHILDREN'S HOSPITAL - CHILD LIFE
2024
$12K
EDUCATION
2024
$11K
Cash Support of Charity General Fund
2024
$10K
PHILANTHROPY/VOLUNTARISM
2024
$10K
EDUCATION SUPPORT - BERBEEWALSH SCHOLARS FUND
2024
$10K
BERBEE-WALSH JOURNALISM SCHOLARSHIP FUND
2024
$10K
SUPPORT OF THE GEORGE MOSSE TEACHING FELLOWSHIP FUND, THE WILLIAMS A WILLIAMS FUND, AND THE HISTORY DEPARTMENT ANNUAL FUND
2024
$10K
CHARITABLE DONATION
2024
$10K
The John Lewis Scholarship in Business Scholarship Fund
2024
$10K
GENERAL PROGRAMS AND OPERATING FUNDS
2024
$10K
Research
2024
$10K
UNRESTRICTED GENERAL SUPPORT
2024
$10K
FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
2024
$10K
GENERAL SUPPORT
2024
$10K
FORESTRY STUDENT INTERNSHIP
2024
$10K
Unrestricted Charitable Gift
2024
$10K
GENERAL PURPOSE
2024
$10K
FOR THE PETS MAKE A DIFFERENCE FUND: CANCER RESEARCH
2024
$10K
CENTER FOR DAIRY RESEARCH
2024
$9K
STEPHEN L. HAWK MEMORIAL TERRACE FUND
2024
$8K
Higher Education
2024
$8K
INSTITUTE FOR RESEARCH ON POVERTY FUND #XXX-XX-XXXX
2024
$8K
INSTITUTE FOR RESEARCH ON POVERTY FUND #XXX-XX-XXXX
2024
$8K
BOB PRICER SCHOLARSHIP FUND #XXX-XX-XXXX
2024
$8K
DEPARTMENT OF ECONOMICS FUND #XXX-XX-XXXX
2024
$8K
DEPARTMENT OF ECONOMICS FUND #XXX-XX-XXXX
2024
$8K
BOB PRICER SCHOLARSHIP FUND - DESIGNATION FUND #XXX-XX-XXXX
2024
$8K
EDUCATION/INSTRUCTION
2024
$8K
DONOR ADVISED, EDUCATION
2024
$8K
SCHOOL OF HUMAN ECOLOGY - ANNUAL CONTRIBUTION TO PERSONAL FINANCEADVISORY BOARD, UNIVERSITY OF WISCONSIN-MADISON VIA PERSONAL FINANCE ANNUAL FUND
2024
$7K
General & Unrestricted (IN-KIND GRANTS - SEE GENERAL EXPLANATION)
2024
$7K
Sponsorship of CCMA conference
2024
$6K
COLLABORATIVE TO HELP EDUCATIONAL ORGANIZATIONS IN WISCONSIN
2024
$6K
Educating medical students about Sarcoma, who, in turn, educate peers with long-lasting impact.
2024
$6K
Support for various research and educational progr
2024
$6K
General Purpose
2024
$5K
UNRESTRICTED FUNDS
2024
$5K
TO FUND APPROVED PUBLIC CHARITIES
2024
$5K
Cancer Research at UW Medical School
2024

Funded by

$486.5M from 648 funders · 2,049 grants · 2017–2024

University of Wisconsin Medical

$83.1M · 6 grants · 2017–2023

Tosa Foundation

$76.0M · 3 grants · 2022–2024

The Board Of Trustees Of The Leland

$50M · 3 grants · 2021–2023

Fidelity Investments Charitable Gift Fund

$42.7M · 7 grants · 2018–2023

Donor Advised Charitable Giving Inc

$20.1M · 7 grants · 2017–2023

Morgan Stanley Global Impact Funding Trust Inc

$11.2M · 14 grants · 2019–2024

Highlands Foundation Inc

$10.9M · 5 grants · 2020–2024

United Way Of Greater Milwaukee &

$9.4M · 5 grants · 2019–2023

Details

EIN390743975
NTEE codeB110
Subsection03
Ruling date1943-10
Formed1945
Employees442
Volunteers250