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THE DONOR-DESIGNATED ENDOWMENT INVESTMENTS ARE MAINTAINED IN BANK-ADMINISTERED TRUST FUNDS AND THE ORGANIZATION HAS GRANTED THE INVESTMENT MANAGERS DISCRETIONARY AUTHORITY OVER INVESTMENT DECISIONS BASED ON THE ORGANIZATION'S INVESTMENT POLICY. 1 UNIVERSITY OF WISCONSIN - MILWAUKEE 2200 EAST KENWOOD BOULEVARD MILWAUKEE WI 53202 396006492 STATE OF WI 175797 0 RESEARCH 1 PART I, LINE 2: THE UWM RESEARCH FOUNDATION, INC. REVIEWS THE UNIVERSITY OF WISCONSIN-MILWAUKEE EXPENSE REIMBURSEMENTS, WHICH THE UNIVERSITY OF WISCONSIN-MILWAUKEE ALSO REVIEWS. THE UWM RESEARCH 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 EX-OFFICIO DIRECTOR 0 274491 0 30000 0 0 0 23406 0 37014 0 364911 0 0 JESSICA SILVAGGI PRESIDENT 0 157553 0 25000 0 0 0 14306 0 28117 0 224976 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY THE UWM FOUNDATION, INC., A RELATED ORGANIZATION OF THE UWM RESEARCH FOUNDATION, INC. THE EXECUTIVE COMMITTEE OF THE UWM RESEARCH FOUNDATION, INC. IS RESPONSIBLE FOR OVERSEEING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIALS USING COMPARABLE CONTEMPORANEOUS DATA. X 1 25131 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS THE UWM FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, THE UWM FOUNDATION, INC., ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT LEAST TWO WEEKS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS CONFLICTS WITH THE UWM FOUNDATION, UWM REAL ESTATE FOUNDATION, INC., UWM RESEARCH FOUNDATION, UNIVERSITY OF WISCONSIN - MILWAUKEE AND THE UWM ALUMNI ASSOCIATION. CONFLICTS ARE DISCLOSED FOLLOWING THE ANNUAL BOARD MEETING IN DECEMBER AND THEN REVIEWED BY THE EXECUTIVE COMMITTEE IN THE SPRING. DIRECTORS ARE THEN ASKED TO RECUSE THEMSELVES FROM A VOTE IF THEIR PARTICULAR CONFLICT MIGHT HAVE AN IMPACT ON THE DECISION BEING MADE BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION ARRANGEMENTS COVERED UNDER THIS POLICY SHALL BE APPROVED IN ADVANCE BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE SHALL, TO THE EXTENT REASONABLY AVAILABLE, RELY UPON APPROPRIATE COMPARABLE DATA, PRIOR TO DETERMINING REASONABLE COMPENSATION. THE COMPENSATION COMMITTEE SHALL DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING SUCH DETERMINATION. THIS DOCUMENTATION SHALL INCLUDE (I) THE MEMBERS OF THE COMPENSATION COMMITTEE WHO WERE PRESENT DURING DISCUSSION REGARDING COMPENSATION, (II) THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE AND (III) ANY ACTIONS TAKEN WITH RESPECT TO THE CONSIDERATION OF THE MATTER BY ANYONE WHO HAD A CONFLICT OF INTEREST (E.G., DISCLOSURE OF THE CONFLICT AND RECUSAL FROM DISCUSSION). FORM 990, PART VI, SECTION C, LINE 19 CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UWM FOUNDATION, INC. WEBSITE AND GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. 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