2025-12-19T15:45:09-06:00 2025-03-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2024-04-01 390678406 WILLIAM F VILAS TRUST ESTATE WILL 6088352000 602 PLEASANT OAK DR STE F OREGON WI 53575 ROBERT R STROUD SECRETARY 6088352000 2025-12-18 1 0 KIRSTEN HOUGHTON P01273230 6088318181 2024 2025-03-06 01:10:19Z ROBERT R STROUD 602 PLEASANT OAK DRIVE SUITE F OREGON WI 53575 45774714 0 X N/A X 1961 WI SUPPORT FOR FACULTY, STUDENTS AND ARTS AT THE UNIVERSITY OF WISCONSIN UW-MADISON AND UW-MILWAUKEE. 9 9 1 0 0 0 0 0 0 0 10020110 8747937 0 0 10020110 8747937 6020277 6542602 0 0 92802 86919 0 0 0 538542 562056 6651621 7191577 3368489 1556360 136408328 135625226 0 0 136408328 135625226 SUPPORT FOR FACULTY, STUDENTS AND ARTS AT UW-MADISON (PRIMARILY) AND UW-MILWAUKEE (SECONDARILY). 0 0 6542602 6542602 THE TRUST IS OPERATED FOR THE BENEFIT OF UW-MADISON AND UW-MILWAUKEE. THE PRINCIPAL PURPOSE OF THE TRUST IS TO PROVIDE PROFESSORSHIPS, SCHOLARSHIPS AND FELLOWSHIPS, AND TO FUND CAPITAL PROJECTS. 6542602 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 1 0 1 CJ 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X SANDRA SCHACKELFORD 6088352000 602 PLEASANT OAK DRIVE SUITE F OREGON WI 53575 GEORGE E AUSTIN CHAIRMAN 2.00 X X 3600 0 0 SUSAN R STEINGASS TRUSTEE 2.00 X 3600 0 0 MARK D BUGHER TRUSTEE 2.00 X 300 0 0 JUDITH E KIMBLE TRUSTEE 2.00 X 3600 0 0 DARRELL BEHNKE TRUSTEE 2.00 X 3600 0 0 JO E HANDELSMAN TRUSTEE 2.00 X 3600 0 0 MARCIA M ANDERSON TRUSTEE 2.00 X 3600 0 0 AARON OLIVER TRUSTEE 2.00 X 3600 0 0 ROBERT R STROUD SECRETARY 2.00 X 11000 0 0 36500 0 0 0 0 0 0 1919 INVESTMENT COUNSEL 600 VINE STREET SUITE 2000 CINCINNATI OH 45202 INVESTMENT COUNSEL 418293 1 4782162 4782162 40992552 37026777 3965775 3965775 3965775 8747937 0 0 8747937 6542602 6542602 30500 30500 52777 52777 3642 3642 11047 11047 29500 29500 468355 468355 5365 5365 9325 9325 579 579 30047 30047 SECURITIES SAFEKEEPING 7838 7838 7191577 6542602 648975 0 51 50 393703 503295 23748 23748 23748 123324378 121236747 12666448 13861386 136408328 135625226 0 0 X 85936623 85936623 0 0 50471705 49688603 136408328 135625226 136408328 135625226 1556360 -2339462 0 X 0 1 X 1 0 X X 2 UW - MILWAUKEE 396006492 6 1 95277 0 UW - MADISON 396006492 6 1 6447325 0 2 6542602 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X SCHEDULE A, PART IV, SECTION E, LINE 1C 100% OF THE NET ANNUAL INCOME IS MADE AVAILABLE TO THE SUPPORTED ORGANIZATIONS, UW - MADISON AND UW - MILWAUKEE. BOTH ARE GOVERNMENTAL ENTITIES. SCHEDULE A, PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATIONS DO NOT HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES. HOWEVER, THE SUPPORTED ORGANIZATIONS DETERMINE THE AMOUNT OF THE ORGANIZATION'S ANNUAL INCOME EACH REQUESTS IN A GIVEN YEAR. 23748 23748 23748 ALTERNATIVE INVESTMENTS 13861386 C 13861386 8747937 0 8747937 0 8747937 7191577 0 7191577 0 7191577 CENTRAL AMERICA / CARIBBEAN INVESTMENTS 522290 CENTRAL AMERICA / CARIBBEAN INVESTMENTS 808295 0 0 0 0 0 0 1330585 0 1330585 0 0 0 0 0 0 1 UW-MADISON 21 N PARK STREET MADISON WI 53715 396006492 170(B)(1)(A)(V) 6447325 0 SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES. UW-MILWAUKEE 3202 NORTH MARYLAND AVENUE MILWAUKEE WI 53211 396006492 170(B)(1)(A)(V) 95277 0 SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES. PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MAINTENANCE OF RECORDS TO SUPPORT GRANTS AND ASSISTANCE - GRANTS AND ASSISTANCE ARE PROVIDED TO THE UNIVERSITY OF WISCONSIN MADISON AND MILWAUKEE BASED ON REQUESTS SUBMITTED BY THE SCHOOLS. ELIGIBILITY DETERMINATION FOR SCHOLARSHIPS, FELLOWSHIPS, AND PROFESSORSHIPS IS MADE BY THE SCHOOL AND EACH MAINTAINS THE RECORDS TO SUBSTANTIATE THE DETERMINATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUST SECRETARY/LEGAL COUNSEL AND COPIES ARE SENT TO TRUSTEES BEFORE FIILING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEE FEES ARE SET IN THE GOVERNING TRUST INSTRUMENT AND CANNOT BE CHANGED. THE ONLY EMPLOYEE IS THE OFFICE MANAGER WHO DOES NOT MEET THE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.