2023-11-14T18:07:22-06:00 2022-12-31 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2022-01-01 396596448 KARL W BOER SOLAR ENERGY MEDAL OF MERIT TRUST KARL 4142975609 CO R BOER 777 E WISCONSIN AVENUE MILWAUKEE WI 532025306 WILLIAM SHAFARMAN CHAIR 4142975609 2023-11-14 1 WILLIAM SHAFARMAN 999009999 1 BRIAN KEARNS P02061479 7032868000 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM SHAFARMAN UNIVERSITY OF DELAWARE NEWARK DE 19716 15923 0 X N/A X 1994 DE PROVIDE SUPPORT TO UNIVERSITY OF DELAWARE BY PROVIDING AN ENDOWMENT TO ENSURE (SEE SCH O)PROVIDE SUPPORT TO UNIVERSITY OF DELAWARE BY PROVIDING AN ENDOWMENT TO ENSURE PRESENTATION OF A BIANNUAL AWARD TO AN INDIVIDUAL MAKING SIGNIFICANT CONTRIBUTIONS TO THE SOLAR ENERGY FIELD. 4 2 0 2 0 0 0 0 0 0 17239 15923 0 0 17239 15923 0 125000 0 0 0 0 0 0 0 15610 33607 15610 158607 1629 -142684 1982679 1620013 0 0 1982679 1620013 X SEE SCHEDULE OTHE TRUST WAS CREATED TO SUPPORT THE PURPOSES OF THE UNIVERSITY OF DELAWARE BY ESTABLISHING A PERPETUAL ENDOWMENT TO ENSURE THE PRESENTATION OF A BIANNUAL AWARD (CONSISTING OF AN AWARD MEDAL AND CASH) TO AN INDIVIDUAL WHO HAS MADE SIGNIFICANT PIONEERING CONTRIBUTIONS TO THE PROMOTION OF SOLAR ENERGY THROUGH RESEARCH, DEVELOPMENT OR ECONOMIC ENTERPRISE OR TO AN INDIVIDUAL WHO HAS MADE OTHER EXTRAORDINARY VALUABLE AND ENDURING CONTRIBUTIONS TO THE FIELD OF SOLAR ENERGY. 0 0 158279 125000 PRESENTATION OF BIANNUAL AWARD TO AN INDIVIDUAL FOR PRIOR ACHIEVEMENTS IN THE FIELD OF SOLAR ENERGY. 158279 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X ISAAC WOLKOWICZ 3028312121 UNIVERSITY OF DELAWARE NEWARK DE 19716 DAVID MARTIN TRUSTEE 1.00 40.00 X 0 361482 49918 WILLIAM SHAFARMAN CHAIR 1.00 40.00 X 0 193018 44101 RALF-REINHARD BOER TRUSTEE 1.00 0.00 X 0 0 0 RENATE BOER TRUSTEE 1.00 0.00 X 0 0 0 0 554500 94019 0 0 1 0 0 15923 15923 15923 0 0 15923 100000 100000 25000 25000 1002 1002 707 707 15906 15906 OFF-CAMPUS PROFESSIONAL 14504 14504 FB CHARGES - OTHER 1160 1160 OTHER EXPENSES 328 328 158607 158279 328 0 1982679 1620013 1982679 1620013 0 0 X 1982679 1620013 1982679 1620013 1982679 1620013 -142684 -219982 0 X 0 0 0 X X 1 UNIVERSITY OF DELAWARE 516000297 2 1 0 158279 1 0 158279 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN VI: AMOUNT OF OTHER SUPPORT: THE TRUST SUPPORTS THE PURPOSES OF THE UNIVERSITY OF DELAWARE BY ESTABLISHING A PERPETUAL ENDOWMENT TO ENSURE THE PRESENTATION OF A BIANNUAL AWARD (CONSISTING OF AN AWARD MEDAL AND CASH) TO AN INDIVIDUAL WHO HAS MADE SIGNIFICANT PIONEERING CONTRIBUTIONS TO THE PROMOTION OF SOLAR ENERGY THROUGH RESEARCH, DEVELOPMENT OR ECONOMIC ENTERPRISE OR TO AN INDIVIDUAL WHO HAS MADE OTHER EXTRAORDINARY VALUABLE AND ENDURING CONTRIBUTIONS TO THE FIELD OF SOLAR ENERGY. 1982679 -79059 125000 158607 1620013 1641427 356862 15610 1982679 1431932 223854 14359 1641427 1248856 183076 1431932 1385719 -26494 60000 49987 382 1248856 1.00000 0 1 1 0 PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE SPENDING POLICY OF THE ASSOCIATION IS TO ONLY WITHDRAW FUNDS FROM THE ENDOWMENT TO COVER OPERATING EXPENSES AS DEEMED NECESSARY BY THE BOARD OF DIRECTORS. 1 EUROPE 0 0 GRANT TO RECIPIENT LOCATED IN THE REGION 25000 0 0 0 0 0 0 25000 0 25000 0 0 MERIT AWARD SWITZERLAND 1 25000 WIRE 1 0 1 1 1 0 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS: THE TRUST FOLLOWS THE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OF THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF DELAWARE. THE UNIVERSITY'S OVERSIGHT AND CONTROLS OVER RESEARCH FUNDS IS FACILITATED BY PROCESSES AND CONTROLS INHERENT IN OUR UNIVERSITY'S ERP SYSTEM. DISBURSEMENT OF FUNDS ARE CONTROLLED BY THE RESEARCH OFFICE AND INSTITUTIONAL CRITERIA THAT IS MONITORED BY THE SYSTEM, THE RESEARCH OFFICE AND COLLABORATION BETWEEN VARIOUS DEPARTMENTS OF THE UNIVERSITY. PART I, LINE 3: ACCOUNTING METHOD USED: THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE MODIFIED CASH BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: 1 COLUMBIA UNIVERSITY 500 WEST 12TH STREET 918 MUDD NEW YORK NY 10027 135598093 501(C)(3) 100000 0 MERIT AWARD 1 0 0 0 0 0 0 0 0 0 0 DAVID MARTIN TRUSTEE 0 361482 0 0 0 0 0 24400 0 25518 0 411400 0 0 WILLIAM SHAFARMAN CHAIR 0 158224 0 0 0 34794 0 21232 0 22869 0 237119 0 0 FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: RENATE BOER, TRUSTEE, IS THE MOTHER OF RALF-REINHARD BOER, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF COMMITTEE MEETINGS: DURING THE YEAR ENDED DECEMBER 31, 2022, THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT IS SUBMITTED TO MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. ONCE APPROVED AND ACCEPTED BY MANAGEMENT, THE FINAL FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK DE 19716 516000297 EDUCATION DE 501(C)3 LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 2 (O) THE UNIVERSITY OF DELAWARE PROVIDES, WITHOUT COMPENSATION, BOOKKEEPING AND OTHER ADMINISTRATIVE SERVICES TO THE KARL W BOER SOLAR ENERGY MEDAL OF MERIT AWARD (ORGANIZATION). UNIVERSITY PERSONNEL RECEIVE NO COMPENSATION FROM THE ORGANIZATION.