2026-04-06T16:07:57-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 471689874 BLUGOLD REAL ESTATE FOUNDATION INC BLUG 7158362987 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 TERRY MCMAHON PRESIDENT/CHAIR 7158362987 2026-02-28 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-02-27 2024 2025-03-06 01:10:19Z CURT KRIZAN 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 7857758 0 X WWW.UWEC.EDU/FOUNDATION X 2014 WI THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. THE CORPORATION SHALL BE OPERATED FOR THE BENEFIT OF AND IN ALIGNMENT WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. AND THE UNIVERSITY OF WISCONSIN-EAU CLAIRE. THE MOST SIGNIFICANT ACTIVITIES OF THE CORPORATION ARE LISTED BELOW.TO ACCEPT, ACQUIRE, LEASE, HOLD, DEVELOP, OPERATE, MANAGE, SELL, TRANSFER, AND OTHERWISE DEAL IN REAL ESTATE FOR USE AND ENJOYMENT BY, IN FURTHERANCE OF THE PURPOSE OF, AND FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. AND THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.TO RENT AFFORDABLE STUDENT HOUSING AND TO CREATE AFFORDABLE LOW INCOME HOUSING PROJECTS, PRIMARILY FOR STUDENTS (ESPECIALLY FOR LOW INCOME STUDENTS), AS DETERMINED IN ACCORDANCE WITH THE INCOME LIMITS PUBLISHED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT UNDER THE NATIONAL HOUSING ACT OF 1937. 8 8 0 6 0 0 1786147 1461674 6331704 6170585 117783 109415 0 116084 8235634 7857758 1786147 1461674 0 0 0 0 0 0 0 5414113 6309782 7200260 7771456 1035374 86302 101284472 98500235 49830638 46960099 51453834 51540136 N/A 0 0 4722545 1461674 6170585 THE ORGANIZATION HOLDS SEVERAL PROPERTIES TO SUPPORT THE RESIDENTIAL HOUSING NEEDS OF THE UNIVERSITY STUDENTS AND FACULTY. IN ADDITION, THE ORGANIZATION HOLDS PROPERTIES TO SUPPORT THE PROGRAMS OF THE UNIVERSITY. 4722545 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X DENNIS BODA 7158362987 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 X TERRY MCMAHON PRESIDENT/CHAIR 1.00 1.00 X X 0 0 0 TIM OLSON VICE PRESIDENT 1.00 1.00 X X 0 0 0 PATRICIA LIEN ASSISTANT SECRETARY (THRU 11/24) 1.00 1.00 X X 0 0 0 META MISKE SECRETARY 1.00 40.00 X X 0 0 0 CHAR GURNEY DIRECTOR 1.00 X 0 0 0 CHOPS HANCOCK DIRECTOR 1.00 1.00 X 0 0 0 NEIL LIPINSKI DIRECTOR 1.00 X 0 0 0 STEVE SEMINGSON DIRECTOR 1.00 X 0 0 0 NATE SMITH DIRECTOR 1.00 X 0 0 0 KIMERA M WAY EXECUTIVE DIRECTOR (THRU 09/24) 1.00 50.00 X 0 0 0 CURT KRIZAN EXECUTIVE DIRECTOR 1.00 50.00 X 0 0 0 ASPEN RYSKOSKI TREASURER (THRU 11/24) 1.00 45.00 X 0 0 0 DENNIS BODA TREASURER 1.00 45.00 X 0 0 0 0 0 0 0 0 0 0 0 1461674 1461674 UNIVERSITY HOUSING 531310 6170585 6170585 6170585 109415 109415 BAD DEBT RECOVERIES 900099 18338 18338 97746 97746 116084 7857758 6170585 0 225499 1461674 1461674 115024 115024 12000 12000 240335 240335 570403 570403 499115 499115 2427641 1728548 699093 1561323 1532323 29000 25268 25268 REPAIRS AND MAINTENANCE 857933 857933 DUES & SUBSCRIPTIONS 651 651 89 89 7771456 4722545 3048911 0 2464166 3948168 1751342 288262 2238427 1633127 0 50000 49835290 47251130 350000 0 3634 4547 59607333 14702805 43504327 44904528 1137286 420473 101284472 98500235 418811 714206 350000 0 2244703 2222552 27905597 28199792 18911527 15823549 49830638 46960099 X 3868930 4642450 47584904 46897686 51453834 51540136 101284472 98500235 86302 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC 390972350 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, LINE 1 ALL ACTIONS BY THE BLUGOLD REAL ESTATE FOUNDATION, INC. (BGRE FOUNDATION) SHALL BE IN LINE WITH THE STRATEGIC PLAN DEVELOPED BY THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC.'S (UWEC FOUNDATION) EXECUTIVE COMMITTEE. ANY DONATION OR LOAN FUNDS PROVIDED SHALL BE APPROVED BY THE UWEC FOUNDATION. THE UWEC FOUNDATION EXECUTIVE COMMITTEE WILL IDENTIFY REAL ESTATE PROJECTS AND ACQUISITIONS IT FEELS DESERVE PRIORITY CONSIDERATION BY BGRE FOUNDATION AND PROVIDE NECESSARY AND REQUESTED DONATIONS AND LOAN FUNDS FOR THE REAL ESTATE PROJECTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 12000 12000 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTED WITH MICHAEL BEST AND INCURRED $12,000 OF LOBBYING COSTS DURING TAX YEAR 2024. 0 1 X 145821503 17626549 9733800 2995375 2404943 3481081 164300453 140185480 8115967 8059816 2387480 5080049 3072231 145821503 122860525 13002837 13164121 2097303 4066218 2678482 140185480 88490726 55724008 -12588133 1871156 4115078 2779842 122860525 65168815 15089066 16242415 1712778 3931997 2364795 88490726 0.00000 0.28067 0.71933 0 1 0 6230029 6230029 51779656 13105157 38674499 1597648 1597648 0 44904528 DUE TO RELATED PARTIES 15783260 INTEREST RECEIVABLE 40289 15823549 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS. PART V, LINE 4: THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS. 0 EAU CLAIRE COMMUNITY COMPLEX INC 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 821163857 501(C)(3) 1461674 0 INTEREST FORGIVENESS 1 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2017-06-29 22480000 REFINANCE TAXABLE LOANS USED TO CONSTRUCT STUDENT HOUSING PROJECT 0 0 0 B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2018-12-12 12500000 FINANCE CONSTRUCTION OF A STUDENT HOUSING PROJECT 0 0 0 A 5295451 22480000 22480000 2016 0 0 1 1 B 1992137 12500000 12500000 2018 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 1 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/15/2022 ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/01/2023 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7B PRIOR TO NEW REAL ESTATE ACQUISITION OR DEVELOPMENT OF THE ORGANIZATION APPROVAL MUST BE OBTAINED FROM UW-EAU CLAIRE FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS AND IS REVIEWED AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON THE ORGANIZATION'S WEBSITE. BLUGOLD REAL ESTATE LLC 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 273422735 REAL ESTATE WI 352170 5679476 BLUGOLD REAL ESTATE FOUNDATION INC GTNT LLC 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 472259748 REAL ESTATE WI 0 321568 BLUGOLD REAL ESTATE FOUNDATION INC HAYMARKET CONCEPTS LLC PO BOX 617 EAU CLAIRE WI 547020617 452928624 REAL ESTATE WI 2327006 24572979 BLUGOLD REAL ESTATE FOUNDATION INC UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 390972350 FURTHER THE GOALS OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE WI 501(C)(3) LINE 7 N/A 0 BHEI INC 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 333931929 TO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC. WI 501(C)(3) LINE 12A, I UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0