2026-05-05T08:50:49-04:00 2025-06-30 990 2024-07-01 382138856 WESTERN MICHIGAN UNIVERSITY FOUNDATION WEST 2693872365 1903 W MICHIGAN AVE SEIBERT ADM KALAMAZOO MI 49008 COLLEEN SCARFF ASSISTANT TREASURER 2693872365 2026-05-05 false 2024 2025-03-06 01:10:19Z LARRY LUETH 432306597 false X X 1976 MI MAINTAINING AND ENHANCING AN ENDOWMENT FUND FOR WESTERN MICHIGAN UNIVERSITY 24 21 0 21 227600 196083 30566544 33775188 0 28081670 68301281 120314 228727 58768528 102305196 43305601 91394500 0 0 0 5716326 13058144 12732620 56363745 104127120 2404783 -1821924 1069236326 1087565746 5737 7211 1069230589 1087558535 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 95503478 91394500 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. 95503478 true true false false false false false false false 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 X 0 0 0 true true false false false false true true false false false false false false X 24 21 false false false false false true false true true false false true true true true true true false false false MI OH AK CA DC KY ME MD MA NV NH ND OR WA X WESTERN MICHIGAN UNIVERSITY 2693872365 1903 W MICHIGAN AVE KALAMAZOO MI 49009 EDWARD B MONTGOMERY DESIGNATED D 1.00 50.00 X 0 531580 130123 KRISTEN R DEVRIES SECRETARY (P 1.00 50.00 X X 0 327795 60555 JANICE J VAN DER KLEY TREASURER 1.00 50.00 X X 0 321494 53542 COLLEEN SCARFF ASSISTANT TR 1.00 50.00 X 0 215262 48430 ROBERT M BEAM DIRECTOR 1.00 0.00 X 0 0 0 JAMES S BRADY DIRECTOR 1.00 0.00 X 0 0 0 JEANNE H CARLSON VICE PRESIDE 1.00 0.00 X X 0 0 0 LYNN CHEN-ZHANG DIRECTOR 1.00 0.00 X X 0 0 0 PHIL CHLUDZINSKI DIRECTOR 1.00 0.00 X X 0 0 0 SANDRA L DOCTOR DIRECTOR 1.00 0.00 X 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 ROBERT TOBEY JR DIRECTOR 1.00 0.00 X X 0 0 0 JENNIFER LB LENTNER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL W LEWIS DIRECTOR 1.00 0.00 X 0 0 0 MARK LINDEMOOD DIRECTOR 1.00 X 0 0 0 LARRY LUETH PRESIDENT 1.00 0.00 X X 0 0 0 MATTHEW D MACE DIRECTOR 1.00 0.00 X 0 0 0 KENNETH V MILLER DIRECTOR 1.00 0.00 X X 0 0 0 STEPHEN K PARKER DIRECTOR (PA 1.00 0.00 X 0 0 0 FLOYD L PARKS DIRECTOR 1.00 0.00 X 0 0 0 JONAS PETERSON DIRECTOR 1.00 0.00 X 0 0 0 ANDY RICHARDS DIRECTOR 1.00 0.00 X 0 0 0 JOHN SHAGONABY DIRECTOR 1.00 0.00 X 0 0 0 JAMES K SHOLL DIRECTOR 1.00 0.00 X X 0 0 0 EDD SNYDER DIRECTOR (PA 1.00 0.00 X 0 0 0 KENNETH STEPHENS DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER C WOMACK DIRECTOR (PA 1.00 0.00 X 0 0 0 1396131 292650 false true false 4414558 29360630 2122404 33775188 15329513 118 15329395 382860213 112956 330001401 52858812 112956 52971768 112956 52858812 RESOURCE LAND FUND V 900099 114288 114288 MISCELLANEOUS 114201 114201 Q-BLK REAL ASSETS II 900099 56937 56937 -56699 -56699 228727 102305196 227600 68302408 91394500 91394500 138890 75335 63555 11965910 4053956 2259355 5652599 509272 509100 172 4835 4835 26754 26754 86959 28268 58691 104127120 95503478 2907316 5716326 23650536 17183807 1425308 754993 302954644 235399306 9182906 16531885 3742520 151 4033933 3742369 480481956 517046179 246471934 295824452 1035109 1082755 1069236326 1087565746 5737 7211 5737 7211 X 324400845 331338133 744829744 756220402 1069230589 1087558535 1069236326 1087565746 X -1821924 20123116 26754 X false true X true X 30006037 50663750 29245549 30566544 33775188 174257068 30006037 50663750 29245549 30566544 33775188 174257068 2840551 171416517 10845802 10380353 11911862 13181347 15329395 61648759 17579 546409 43465 83248 690701 448795 85924 60949 29662 114201 739531 237336059 0.72230 0.71720 X PART II, LINE 10 739,531 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 748969046 74422446 87673407 61479648 12324846 837260405 628136248 86797901 64402399 17995741 12371761 748969046 551882476 66125146 37392553 18208446 9055481 628136248 490632437 104141006 -23056796 13415475 6418696 551882476 395949742 6003252 103925423 10244125 5001855 490632437 0.36000 0.48000 0.16000 false false 3742369 3742369 151 151 3742369 PRIVATE EQUITY/VENTURE CAPITAL 112789380 PRIVATE REAL ASSETS 98680565 CREDIT/DISTRESSED 48291465 HEDGE FUND 36063042 295824452 122428312 20123116 20123116 102305196 102305196 104100366 104100366 26754 26754 104127120 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 26,754 false CENTRAL AMERICA & CARIBBEAN INVESTMENTS 1235673 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 14935612 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 723767 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 13689456 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 9456781 EUROPE INVESTMENTS 16713703 EUROPE INVESTMENTS 9447992 CENTRAL AMERICA & CARIBBEAN INVESTMENTS 4685624 EUROPE INVESTMENTS 7546586 78435194 78435194 true false false true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA & CARIBBEAN 0 1,235,673 CENTRAL AMERICA & CARIBBEAN 0 14,935,612 CENTRAL AMERICA & CARIBBEAN 0 723,767 CENTRAL AMERICA & CARIBBEAN 0 13,689,456 CENTRAL AMERICA & CARIBBEAN 0 9,456,781 EUROPE 0 16,713,703 EUROPE 0 9,447,992 CENTRAL AMERICA & CARIBBEAN 0 4,685,624 EUROPE 0 7,546,586 false WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 306007978 GOV 91394500 CAPITAL PROJECTS AND 1 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE PROVIDED TO WESTERN MICHIGAN UNIVERSTIY TO SUPPORT OPERATIONS. false false false false false false false false false EDWARD B MONTGOMERY DESIGNATED DIRECTOR 531580 110594 19529 661703 KRISTEN R DEVRIES SECRETARY (PART YEAR 316595 11200 44788 15767 388350 JANICE J VAN DER KLEY TREASURER 305556 6863 9075 34014 19528 375036 COLLEEN SCARFF ASSISTANT TREASURER 205809 9453 23405 25025 263692 X 4 716755 SALE PROCEEDS X 1 1405649 FAIR MARKET VALUE 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, PART V ORGANIZATIONS MUST REPORT COMPENSATION PAID BY THE FILING ORGANIZAITON AND ANY RELATED ORGANIZATIONS. THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL COMPENSATION REPORTED IS PAID BY WESTERN MICHIGAN UNIVERSITY. 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 17 WASHINGTON 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 26,754 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 true false false false false false false false false true true true false true false true WESTERN MICHIGAN UNIVERSITY B 91394500 CASH WESTERN MICHIGAN UNIVERSITY C 4414558 CASH WESTERN MICHIGAN UNIVERSITY P 351612 CASH WMU - COLLEGE OF AVIATION D 15915990 CASH