2025-06-11T17:09:09-04:00 2024-06-30 990 2023-07-01 382138856 WESTERN MICHIGAN UNIVERSITY FOUNDATION WEST 2693872365 1903 W MICHIGAN AVE SEIBERT ADM KALAMAZOO MI 49008 COLLEEN SCARFF ASSISTANT TREASURER 2693872365 2025-05-07 false 2023 2025-03-06 01:10:19Z LARRY LUETH 302506027 false X X 1976 MI MAINTAINING AND ENHANCING AN ENDOWMENT FUND FOR WESTERN MICHIGAN UNIVERSITY 27 23 0 23 109771 106153 46927825 30566544 0 770304 28081670 -30976 120314 47667153 58768528 50618222 43305601 0 0 0 6033446 9852637 13058144 60470859 56363745 -12803706 2404783 1029018352 1069236326 5737 1029018352 1069230589 X MISSION STATEMENT (ADOPTED 2018) THE MISSION OF THE WESTERN MICHIGAN UNIVERSITY FOUNDATION IS TO PROMOTE AND SUPPORT WESTERN MICHIGAN UNIVERSITY SO THAT IT CAN EFFECTIVELY CARRY OUT ITS MISSION OF TEACHING, RESEARCH AND SERVICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAINTAINING AND ENLARGING AN ENDOWMENT FUND, THE INCOME FROM WHICH PROVIDES SUPPLEMENTAL FINANCIAL ASSISTANCE FOR CURRENT DEMANDS. THE FOUNDATION ALSO FULFILLS ITS MISSION THROUGH: COST-EFFECTIVE FUND-RAISING PROGRAMS, CONDUCTED BY THE UNIVERSITY ADVANCEMENT OFFICE, WHICH SEEK PARTICIPATION FROM A VARIETY OF WESTERN MICHIGAN UNIVERSITY CONSTITUENTS; PRUDENT AND RESPONSIBLE ADMINISTRATION OF THE ASSETS ENTRUSTED TO IT BY ITS MANY CONSTITUENTS; AND EFFECTIVE DISTRIBUTION OF ITS RESOURCES TO AREAS OF PRIORITY WITHIN WESTERN MICHIGAN THE WMU FOUNDATION IS ADMINISTERED BY THE EXECUTIVE DIRECTOR/SECRETARY, WHO ALSO SERVES AS THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, AND A VOLUNTEER BOARD OF DIRECTORS, WHO OVERSEE HOW FU false false 47987176 43305601 THE FOUNDATION EXISTS FOR THE PURPOSE OF SOLICITING, COLLECTING AND INVESTING DONATIONS FOR THE BENEFIT OF WESTERN MICHIGAN UNIVERSITY. THE FOUNDATION PROVIDES SUPPORT FOR THE OBJECTIVES, GOALS, AND MISSION OF THE UNIVERSITY. 28262 28262 48015438 true true false false false false false false true true true true false false false false true true false false true false false false false false false true false true false false false false false false false false true false false false true true false false false true 0 0 0 true true false false false false true true false false false false false false X 27 23 false false false false false true false true true false false true true true true true true false false false MI OH X WESTERN MICHIGAN UNIVERSITY 2693872365 1903 W MICHIGAN AVE KALAMAZOO MI 49009 LYNN CHEN-ZHANG DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN K PARKER DIRECTOR 1.00 0.00 X X 0 0 0 JANICE J VAN DER KLEY TREASURER 1.00 50.00 X X 0 302162 46584 COLLEEN SCARFF ASSISTANT TR 1.00 50.00 X 0 210584 40032 KRISTEN R DEVRIES SECRETARY, E 50.00 1.00 X X 0 316835 47072 EDWARD B MONTGOMERY DESIGNATED D 1.00 50.00 X 0 517639 73811 SANDRA L DOCTOR DIRECTOR 1.00 0.00 X 0 0 0 ROBERT M BEAM DIRECTOR 1.00 0.00 X 0 0 0 JAMES S BRADY DIRECTOR 1.00 0.00 X 0 0 0 PATRICK ALLKINS DIRECTOR (PA 1.00 0.00 X 0 0 0 PHIL CHLUDZINSKI DIRECTOR 1.00 0.00 X 0 0 0 JEANNE H CARLSON VICE PRESIDE 1.00 0.00 X X 0 0 0 CHRISTOPHER C WOMACK DIRECTOR 1.00 0.00 X 0 0 0 EDD SNYDER DIRECTOR 1.00 0.00 X 0 0 0 JAMES K SHOLL DIRECTOR 1.00 0.00 X 0 0 0 FLOYD L PARKS DIRECTOR 1.00 0.00 X 0 0 0 KENNETH V MILLER DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW D MACE DIRECTOR 1.00 0.00 X 0 0 0 LARRY LUETH PRESIDENT 1.00 0.00 X X 0 0 0 MICHAEL W LEWIS DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER LB LENTNER DIRECTOR 1.00 0.00 X 0 0 0 BJORN GREEN DIRECTOR 1.00 0.00 X 0 0 0 L LEONARD HARRISON DIRECTOR 1.00 0.00 X 0 0 0 RHONDA DAVENPORT JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 JOHN SHAGONABY DIRECTOR 1.00 0.00 X 0 0 0 PAULA TERMUHLEN DIRECTOR 1.00 0.00 X 0 0 0 JONAS PETERSON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT TOBEY JR DIRECTOR 1.00 0.00 X 0 0 0 1347220 207499 false true false 3863618 26702926 465815 30566544 13181347 13181347 258618703 19119 243737499 14881204 19119 14900323 19119 14881204 RESOURCE LAND FUND V 900099 110643 110643 Q-BLK REAL ASSETS II 900099 52716 52716 COMMONFUND CAP NAT'L RES VIII 900099 34384 34384 -77429 -107091 29662 120314 58768528 109771 28092213 43305601 43305601 90539 90539 12009335 4200704 1775428 6033203 842987 459991 382753 243 6321 6321 28262 28262 80700 20880 59820 56363745 48015438 2314861 6033446 24571255 23650536 1034511 1425308 380300620 302954644 9182906 4034084 151 4025714 4033933 395103453 480481956 222946458 246471934 1036341 1035109 1029018352 1069236326 5737 0 5737 X 303347213 324400845 725671139 744829744 1029018352 1069230589 1029018352 1069236326 X 2404783 37779192 28262 X false true X true X 29574000 30006037 50663750 29245549 30566544 170055880 29574000 30006037 50663750 29245549 30566544 170055880 5007745 165048135 12067805 10845802 10380353 11911862 13181347 58387169 17579 546409 43465 607453 450580 448795 85924 60949 29662 1075910 230126412 0.71720 0.68700 X PART II, LINE 10 1,046,248 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false 628136248 86797901 64402399 17995741 12371761 748969046 551882476 66125146 37392553 18208446 9055481 628136248 490632437 104141006 -23056796 13415475 6418696 551882476 395949742 6003252 103925423 10244125 5001855 490632437 402026216 14753736 -6223350 9503687 5103173 395949742 0.42860 0.57140 false false 4033933 4033933 4033933 PRIVATE REAL ASSETS 89516047 PRIVATE EQUITY/VENTURE CAPITAL 87560345 HEDGE FUND 36653269 CREDIT/DISTRESSED 32742273 246471934 96547720 37779192 37779192 58768528 58768528 56335483 56335483 28262 28262 56363745 SCHEDULE D, PAGE 2, PART IV, LINE 1B ENDOWMENT INVESTMENTS OF THE PAPER TECHNOLOGY FOUNDATION AND THE WMU HOMER STRYKER SCHOOL OF MEDICINE ARE POOLED WITH THOSE OF THE WESTERN MICHIGAN UNIVERSITY FOUNDATION FOR EFFICIENCIES OF ACCOUNTING AND INVESTMENT ADMINISTRATION. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT TO WESTERN MICHIGAN UNIVERSITY SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 28,262 false CENTRAL AMERICA & CARIBBEAN INVESTMENTS 5609299 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 14080405 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 881028 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 9777260 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 8643081 EUROPE INVESTMENTS 11809532 EUROPE INVESTMENTS 3501344 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 13765851 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 10316 68078116 68078116 true false false true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA & CARIBBEAN 0 5,609,299 CENTRAL AMERICA & CARIBBEAN 0 14,080,405 CENTRAL AMERICA & CARIBBEAN 0 881,028 CENTRAL AMERICA & CARIBBEAN 0 9,777,260 CENTRAL AMERICA & CARIBBEAN 0 8,643,081 EUROPE 0 11,809,532 EUROPE 0 3,501,344 CENTRAL AMERICA & CARIBBEAN 0 13,765,851 CENTRAL AMERICA & CARIBBEAN 0 10,316 false WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 306007978 GOV 43305601 CAPITAL PROJECTS AND 1 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE PROVIDED TO WESTERN MICHIGAN UNIVERSTIY TO SUPPORT OPERATIONS. false true false false false false false false false JANICE J VAN DER KLEY TREASURER 295293 6869 32482 14102 348746 COLLEEN SCARFF ASSISTANT TREASURER 205781 4803 22636 17396 250616 KRISTEN R DEVRIES SECRETARY, EXEC DIR 299730 17105 32970 14102 363907 EDWARD B MONTGOMERY DESIGNATED DIRECTOR 500073 17566 55008 18803 591450 SCHEDULE J, PAGE 1, PART I, LINE 4 EDWARD B. MONTGOMERY 0 27,000 0 X 29000 X 1 238849 X 1 24779 X 1 22500 X 1 81269 X 1 61422 X 1 7996 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SECURITIES ARE SOLD BY A THIRD PARTY SCHEDULE M, PAGE 2, PART II PART 1 COLUMN B REPRESENTS THE NUMBERS OF CONTRIBUTIONS RECEIVED IN EACH CATEGORY. FORM 990 - ORGANIZATION'S MISSION MISSION STATEMENT (ADOPTED 2018) THE MISSION OF THE WESTERN MICHIGAN UNIVERSITY FOUNDATION IS TO PROMOTE AND SUPPORT WESTERN MICHIGAN UNIVERSITY SO THAT IT CAN EFFECTIVELY CARRY OUT ITS MISSION OF TEACHING, RESEARCH AND SERVICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAINTAINING AND ENLARGING AN ENDOWMENT FUND, THE INCOME FROM WHICH PROVIDES SUPPLEMENTAL FINANCIAL ASSISTANCE FOR CURRENT DEMANDS. THE FOUNDATION ALSO FULFILLS ITS MISSION THROUGH: COST-EFFECTIVE FUND-RAISING PROGRAMS, CONDUCTED BY THE UNIVERSITY ADVANCEMENT OFFICE, WHICH SEEK PARTICIPATION FROM A VARIETY OF WESTERN MICHIGAN UNIVERSITY CONSTITUENTS; PRUDENT AND RESPONSIBLE ADMINISTRATION OF THE ASSETS ENTRUSTED TO IT BY ITS MANY CONSTITUENTS; AND EFFECTIVE DISTRIBUTION OF ITS RESOURCES TO AREAS OF PRIORITY WITHIN WESTERN MICHIGAN THE WMU FOUNDATION IS ADMINISTERED BY THE EXECUTIVE DIRECTOR/SECRETARY, WHO ALSO SERVES AS THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, AND A VOLUNTEER BOARD OF DIRECTORS, WHO OVERSEE HOW FUNDS CAN BEST BE USED TO ADDRESS THE MOST URGENT CAMPUS PRIORITIES. HOW FUNDS ARE ALLOCATED IS DICTATED BY THE GOVERNING DOCUMENTS FOR TRUE ENDOWMENTS AND/OR DEPARTMENTS OWNING THE ENDOWMENT. FORM 990, PAGE 6, PART VI, LINE 7A WESTERN MICHIGAN UNIVERSITY HAS THE AUTHORITY TO DESIGNATE FOUR DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE REVIEWS THE RETURN AND THEN A COPY OF THE FORM 990 IS PROVIDED TO THE OFFICERS AND DIRECTORS FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS ARE DISCLOSED TO THE BOARD AND THE CONFLICTED MEMBER MAY BE ASKED TO LEAVE THE ROOM DURING DISCUSSIONS AND MAY NOT BE ALLOWED TO VOTE. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 28,262 STADIUM & DRAKE II LLC 1903 W MICHIGAN AVE KALAMAZOO MI 49009 205516765 REAL ESTAT MI WMU FND WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN KALAMAZOO MI 49009 386007326 EDUCATION MI 115 6 N/A false PAPER TECHNOLOGY FOUNDATION 1903 W MICHIGAN KALAMAZOO MI 49008 381691181 EDUCATION MI 501C3 5 N/A false false true true false false false false false false false false false true true true false true false true WESTERN MICHIGAN UNIVERSITY B 43305601 CASH WESTERN MICHIGAN UNIVERSITY C 3863618 CASH WESTERN MICHIGAN UNIVERSITY D 9021750 CASH