2024-05-15T13:28:28-05:00 2023-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2022-07-01 947809136 THE UWM REAL ESTATE FOUNDATION INC UWMR 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 CURTIS STANG CHIEF OPERATING OFFICER 4149064645 2024-05-15 1 CURTIS STANG 999009999 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID GILBERT 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 6777734 0 X WWW.UWMREALESTATEFOUNDATION.ORG X 2005 WI TO PARTNER WITH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP AND HOLD REAL ESTATE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE. THE UWM REAL ESTATE FOUNDATION, INC. HOLDINGS MAY INCLUDE ANY PROPERTIES THAT ADVANCE THE MISSION OF THE UNIVERSITY SUCH AS RESIDENCE HALLS, RESEARCH AND ACADEMIC SPACE, AND FACILITIES TO PROMOTE ECONOMIC DEVELOPMENT. 6 5 0 5 0 0 134853 135676 5528620 5491074 -5134655 1150984 127378 0 656196 6777734 0 686491 0 0 0 0 0 0 0 6663217 6030175 6663217 6716666 -6007021 61068 64987804 63247390 78442097 76640615 -13454293 -13393225 X TO PARTNER WITH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP AND HOLD REAL ESTATE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE. THE UWM REAL ESTATE FOUNDATION, INC. HOLDINGS MAY INCLUDE ANY PROPERTIES THAT ADVANCE THE MISSION OF THE UNIVERSITY SUCH AS RESIDENCE HALLS, RESEARCH AND ACADEMIC SPACE, AND FACILITIES TO PROMOTE ECONOMIC DEVELOPMENT. 0 0 6710190 686491 5491074 OPERATION OF TWO RESIDENTIAL HALLS FOR STUDENTS: 488 BED RESIDENCE HALL NAMED RIVERVIEW AND A 700 BED RESIDENCE HALL NAMED CAMBRIDGE FOR STUDENTS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE. OPERATION OF RESEARCH AND ACADEMIC SPACE NAMED THE ACCELERATOR BUILDING AT INNOVATION CAMPUS. 6710190 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X CURTIS STANG 4149064645 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 DAVID GILBERT PRESIDENT, EX-OFFICIO 26.00 27.00 X X 0 282647 53611 BRUCE BLOCK CHAIR 1.00 X X 0 0 0 ARTHUR SMITH VICE CHAIR 1.00 X X 0 0 0 DAVID LUBAR TREASURER 1.00 X X 0 0 0 JAMES BARRY III SECRETARY (BEGAN DEC 2022) 1.00 X X 0 0 0 MIKE ORGEMAN DIRECTOR 1.00 2.00 X 0 0 0 CURTIS STANG CHIEF OPERATING OFFICER 15.00 37.00 X 0 162766 35938 0 445413 89549 0 0 1 0 0 100000 35676 135676 STUDENT HOUSING 531310 4942248 4942248 ACCELERATOR RENTAL REVENUE 531310 548826 548826 5491074 1150984 1150984 6777734 5491074 0 1150984 686491 686491 253650 253650 3300 3300 24645 24645 356104 352928 3176 3005721 3005721 2362961 2362961 15130 15130 8664 8664 6716666 6710190 6476 0 151535 103262 3720742 3853539 123489 148878 6024 6127 89211633 38439671 53121434 50771962 7864580 8363622 64987804 63247390 680802 654111 727855 608784 75885966 73933908 1147474 1443812 78442097 76640615 X -13583034 -13551400 128741 158175 -13454293 -13393225 64987804 63247390 61068 0 X 0 1 X 1 0 X X X 2 UNIVERSITY OF WISCONSIN - MILWAUKEE 396006492 6 1 0 0 THE UWM FOUNDATION 237337744 5 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7789791 1032151 458320 8363622 13250558 -1673103 3787664 7789791 10552634 3141469 443545 13250558 10912767 72380 432513 10552634 10911490 431808 430531 10912767 1.00000 0.00000 0.00000 0 1 1 7590000 7590000 78049930 37479567 40570363 3571703 960104 2611599 50771962 INTEREST IN INVESTMENTS HELD BY THE UWM FOUNDATION, INC. 8363622 8363622 DUE TO AFFILIATES 1443812 1443812 PART V, LINE 4: THE ENDOWMENT IS INVESTED AND MAINTAINED TO GENERATE ANNUAL INCOME FOR FULFILLING THE ORGANIZATION'S MISSION. THE INVESTMENTS ARE MAINTAINED IN BANK-ADMINISTERED TRUST FUNDS THAT ARE MANAGED BY THE UWM FOUNDATION INVESTMENT COMMITTEE. THE ENDOWMENT FUND IS ALSO POOLED WITH THE UWM FOUNDATION'S ENDOWMENT PORTFOLIO. THE ORGANIZATION HAS GRANTED INVESTMENT MANAGERS DISCRETIONARY AUTHORITY OVER INVESTMENT DECISIONS BASED ON THE ORGANIZATION'S INVESTMENT POLICY. 1 THE UWM FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 686491 0 OPERATIONS 1 PART I, LINE 2: THE UWM REAL ESTATE FOUNDATION, INC. REVIEWS THE UWM FOUNDATION, INC. EXPENSE REIMBURSEMENTS, WHICH THE UWM FOUNDATION, INC. ALSO REVIEWS. THE UWM REAL ESTATE FOUNDATION, INC. ALSO REVIEWS EXPENSE PAID DIRECTLY IN ACCORDANCE WITH THE FUND'S STATEMENT OF PURPOSE. 0 0 0 0 0 0 0 0 0 DAVID GILBERT PRESIDENT, EX-OFFICIO 0 262647 0 20000 0 0 0 21747 0 31864 0 336258 0 0 CURTIS STANG CHIEF OPERATING OFFICER 0 156266 0 6500 0 0 0 12369 0 23569 0 198704 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY THE UWM FOUNDATION, INC., A RELATED ORGANIZATION OF THE UWM REAL ESTATE FOUNDATION, INC. THE EXECUTIVE COMMITTEE OF THE UWM FOUNDATION, INC. IS RESPONSIBLE FOR OVERSEEING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIALS USING COMPARABLE CONTEMPORANEOUS DATA. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE VARIOUS MILWAUKEE BUSINESS LEADERS THAT ARE PART OF THE GOVERNING BODY AND DUE TO THE SIZE OF THE CITY, BUSINESS RELATIONSHIPS OCCUR. THE CONFLICT OF INTEREST ANNUAL FORM ADDRESSES THESE RELATIONSHIPS AND ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE MEMBER, THE UWM FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, THE UWM FOUNDATION, INC., APPOINTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SOLE MEMBER APPROVAL SHALL BE REQUIRED FOR ANY AMENDMENT TO THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE TREASURER, AND THEN THE FULL BOARD, FOR COMMENTS AT LEAST TWO WEEKS IN ADVANCE OF FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY CONTRACT OR OTHER TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR PRINCIPAL OFFICERS, OR BETWEEN THE CORPORATION AND ANY FIRM, CORPORATION OR ASSOCIATION THAT ONE OR MORE OF ITS DIRECTORS OR PRINCIPAL OFFICERS HAS AN ACTUAL OR POTENTIAL OWNERSHIP OR INVESTMENT INTEREST, A COMPENSATION AGREEMENT, OR HE, SHE OR THEY ARE OTHERWISE DIRECTLY OR INDIRECTLY FINANCIALLY INTERESTED, SHALL BE VALID FOR ALL PURPOSES, PROVIDED THAT (A) SUCH DIRECTOR OR PRINCIPAL OFFICER WAS NOT PRESENT DURING THE MEETING TO DISCUSS AND VOTE WHETHER A CONFLICT OF INTEREST EXISTS; (B) SUCH DIRECTOR WAS NOT PRESENT DURING THE MEETING TO DISCUSS AND VOTE UPON THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST; AND (C) THE FACT OF SUCH INTEREST WAS DISCLOSED TO THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS, AFTER EXERCISING DUE DILIGENCE TO INVESTIGATE, TO THE EXTENT IT IS COST EFFECTIVE, ALTERNATIVE TRANSACTIONS OR ARRANGEMENTS WITHOUT A CONFLICT OF INTEREST AND REACHED THE CONCLUSION THAT SUCH TRANSACTIONS ARE NOT PRACTICAL OR BENEFICIAL TO THE CORPORATION, AUTHORIZED, APPROVED AND RATIFIED SUCH CONTRACT OR TRANSACTION BY A VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS PRESENT. THE BOARD OF DIRECTORS SHALL ADEQUATELY DOCUMENT THE NAME OF THE PERSONS PRESENT FOR THE DISCUSSION AND VOTES RELATING TO THE TRANSACTION AND THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A CONFLICT OF INTEREST. ANNUAL DISCLOSURES AND ONGOING DISCLOSURES ARE MONITORED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. UWM INNOVATION PARK LLC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 010967094 DEVELOP INNOVATION PARK WI 578459 7837997 THE UWM REAL ESTATE FOUNDATION INC CAMBRIDGE COMMONS LLC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 463829486 MANAGE CAMBRIDGE COMMONS AND RIVERVIEW DORMS WI 6091909 55053189 THE UWM REAL ESTATE FOUNDATION INC THE UWM FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 237337744 SUPPORTING ORGANIZATION FOR THE UNIVERSITY OF WISCONSIN - MILWAUKEE WI 501(C)(3) LINE 5 N/A 0 THE UWM RESEARCH FOUNDATION 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 UNIVERSITY OF WISCONSIN - MILWAUKEE IP MANAGER WI 501(C)(3) LINE 12A, I THE UWM FOUNDATION INC 0 UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 EAST KENWOOD BOULEVARD MILWAUKEE WI 53211 396006492 EDUCATION INSTITUTION WI N/A 0 UWM ALUMNI ASSOC INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 853903250 SPONSOR ACTIVITIES FOR ALUMNI UNIVERSITY OF WISCONSIN-MILWAUKEE WI 501(C)(3) LINE 7 THE UWM FOUNDATION INC 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 1 0