Civic Intelligence

William F Vilas Estate

EIN 39-0678406 • 501(c)3 • Oregon, WI

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Profile

Support for faculty, students, and arts at uw-madison (primarily) and uw-milwaukee (secondarily).

Refreshing map…

602 Pleasant Oak Dr Ste FOregon, WI 53575

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

5th percentile

$11,000

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

21st percentile

-0.6%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$135,625,226

Down $783,102 (-0.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$135,625,226

Down $783,102 (-0.6%) from 2024

Operations
Liabilities / Revenue4th percentileNet Margin74th percentile

Revenue

Down

$8,747,937

Down $1,272,173 (-13%) from 2024

Expenses

Up

$7,191,577

Up $539,956 (+8.1%) from 2024

Net Income

Down

$1,556,360

Down $1,812,129 (-54%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $112,174,879Liabilities 2011: $9,972Net Assets 2011: $112,164,9072011Assets 2012: $111,945,406Liabilities 2012: $0Net Assets 2012: $111,945,4062012Assets 2013: $114,559,070Liabilities 2013: $0Net Assets 2013: $114,559,0702013Assets 2014: $119,565,049Liabilities 2014: $0Net Assets 2014: $119,565,0492014Assets 2015: $126,880,069Liabilities 2015: $0Net Assets 2015: $126,880,0692015Assets 2016: $126,551,112Liabilities 2016: $0Net Assets 2016: $126,551,1122016Assets 2017: $126,000,713Liabilities 2017: $0Net Assets 2017: $126,000,7132017Assets 2018: $133,166,018Liabilities 2018: $0Net Assets 2018: $133,166,0182018Assets 2019: $131,836,093Liabilities 2019: $0Net Assets 2019: $131,836,0932019Assets 2020: $127,507,482Liabilities 2020: $0Net Assets 2020: $127,507,4822020Assets 2021: $130,335,230Liabilities 2021: $0Net Assets 2021: $130,335,2302021Assets 2022: $133,759,429Liabilities 2022: $0Net Assets 2022: $133,759,4292022Assets 2023: $133,039,839Liabilities 2023: $0Net Assets 2023: $133,039,8392023Assets 2024: $136,408,328Liabilities 2024: $0Net Assets 2024: $136,408,3282024Assets 2025: $135,625,226Liabilities 2025: $0Net Assets 2025: $135,625,2262025

Highlighted filing

2025

Assets$135,625,226
Liabilities$0
Net Assets$135,625,226
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,163,6312011Expenses 2012: $5,118,3522012Revenue 2013: $7,587,729Expenses 2013: $4,974,065Net Income 2013: $2,613,6642013Revenue 2014: $8,466,080Expenses 2014: $3,460,101Net Income 2014: $5,005,9792014Revenue 2015: $12,921,581Expenses 2015: $5,606,561Net Income 2015: $7,315,0202015Revenue 2016: $7,582,823Expenses 2016: $7,911,780Net Income 2016: -$328,9572016Revenue 2017: $8,479,142Expenses 2017: $9,029,541Net Income 2017: -$550,3992017Revenue 2018: $15,241,762Expenses 2018: $8,076,457Net Income 2018: $7,165,3052018Revenue 2019: $6,954,781Expenses 2019: $8,284,706Net Income 2019: -$1,329,9252019Revenue 2020: $3,017,559Expenses 2020: $7,346,170Net Income 2020: -$4,328,6112020Revenue 2021: $8,655,567Expenses 2021: $5,827,819Net Income 2021: $2,827,7482021Revenue 2022: $14,905,447Expenses 2022: $11,481,248Net Income 2022: $3,424,1992022Revenue 2023: $8,985,265Expenses 2023: $9,704,855Net Income 2023: -$719,5902023Revenue 2024: $10,020,110Expenses 2024: $6,651,621Net Income 2024: $3,368,4892024Revenue 2025: $8,747,937Expenses 2025: $7,191,577Net Income 2025: $1,556,3602025

Highlighted filing

2025

Revenue$8,747,937
Expenses$7,191,577
Net Income$1,556,360
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$135,625,226
Liabilities
$0
Net assets
$135,625,226
Revenue
$8,747,937
Expenses
$7,191,577
Net income
$1,556,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$0.00$136$8.75$7.19$1.56
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$0.00$136$10.0$6.65$3.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$0.00$133$8.99$9.70$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$134$0.00$134$14.9$11.5$3.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$0.00$130$8.66$5.83$2.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$0.00$128$3.02$7.35$4.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$0.00$132$6.95$8.28$1.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$0.00$133$15.2$8.08$7.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$0.00$126$8.48$9.03$0.55
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$0.00$127$7.58$7.91$0.33
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$0.00$127$12.9$5.61$7.32
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$0.00$120$8.47$3.46$5.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.00$115$7.59$4.97$2.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$0.00$112$5.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$0.01$112$6.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$45,774,714
Mission and Program Overview

Mission

Support for faculty, students, and arts at uw-madison (primarily) and uw-milwaukee (secondarily).

Support for faculty, students and arts at the university of wisconsin uw-madison and uw-milwaukee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$123,324,378$121,236,747▼ $2,087,631
Cap Stk Tr Prin Current Funds$85,936,623$85,936,623→ $0
Rtn Earn Endowment Incm Other Fnds$50,471,705$49,688,603▼ $783,102
Investments Other Securities$12,666,448$13,861,386▲ $1,194,938
Savings and Temporary Cash Investments$393,703$503,295▲ $109,592
Land, Buildings, and Equipment, Net$23,748$23,748→ $0
Cash and Non-Interest-Bearing Accounts$51$50▼ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$136,408,328$135,625,226▼ $783,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,408,328$135,625,226▼ $783,102
Total Liabilities and Net Assets / Fund Balance$136,408,328$135,625,226▼ $783,102

Asset Categories

AssetBook ValueDepreciationBasis
Land$23,748--
Other Securities$13,861,386--
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleBaseTotal
Robert R StroudSecretary$11,000$11,000
Aaron OliverTrustee$3,600$3,600
Darrell BehnkeTrustee$3,600$3,600
George E AustinChairman$3,600$3,600
Jo E HandelsmanTrustee$3,600$3,600
Judith E KimbleTrustee$3,600$3,600
Marcia M AndersonTrustee$3,600$3,600
Susan R SteingassTrustee$3,600$3,600
Mark D BugherTrustee$300$300

Highest Paid Contractors

ContractorServicesLocationCompensation
1919 Investment CounselInvestment Counsel600 VINE STREET SUITE 2000, Cincinnati, OH 45202$418,293
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,747,937
Other Revenue
$0
Change in Net Assets
$1,556,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,747,937
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,747,937
Total Revenue per Form 990
$8,747,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,542,602
Other Expenses$562,056
Salaries, Compensation, and Employee Benefits$86,919
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,542,602--$6,542,602
Fees for Service Investment Mgmnt Fees-$468,355-$468,355
Other Salaries and Wages-$52,777-$52,777
Current Officers, Directors, Trustees, and Key Employees-$30,500-$30,500
Insurance-$30,047-$30,047
Fees for Services Accounting-$29,500-$29,500
Fees for Services Legal-$11,047-$11,047
Occupancy-$9,325-$9,325
Other Expenses-$7,838-$7,838
Office Expenses-$5,365-$5,365
Payroll Taxes-$3,642-$3,642
Travel-$579-$579
Total Functional Expenses$6,542,602$648,975$0$7,191,577

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,191,577
Total Expenses per Audited Statements$7,191,577
Total Expenses per Form 990$7,191,577
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uw-madisonMadison, WI170(b)(1)(a)(v)Scholarships, Fellowships and Professor Salaries and Allowances.$6,447,325
Uw-milwaukeeMilwaukee, WI170(b)(1)(a)(v)Scholarships, Fellowships and Professor Salaries and Allowances.$95,277

International Summary

Offices
0
Employees
0
Spending
$1,330,585

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America / CaribbeanInvestments---$808,295
Central America / CaribbeanInvestments---$522,290
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
William F Vilas Trust Estate
EIN
39-0678406
Phone
6088352000
Address
602 PLEASANT OAK DR STE F, OREGON, WI 53575

Signing Officer

Name
Robert R Stroud
Title
Secretary
Phone
6088352000
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Stroud
Formed
1961
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
0

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
Raw XML AppendixShowing 400 of 438 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT FOR FACULTY, STUDENTS AND ARTS AT THE UNIVERSITY OF WISCONSIN UW-MADISON AND UW-MILWAUKEE.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SANDRA SCHACKELFORD
IRS990/BooksInCareOfDetail/PhoneNum06088352000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0602 PLEASANT OAK DRIVE SUITE F
IRS990/BooksInCareOfDetail/USAddress/CityNm0OREGON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053575
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt085936623
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt085936623
IRS990/CashNonInterestBearingGrp/BOYAmt051
IRS990/CashNonInterestBearingGrp/EOYAmt050
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0418293
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CINCINNATI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045202
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt01919 INVESTMENT COUNSEL
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT COUNSEL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt06542602
IRS990/CYInvestmentIncomeAmt08747937
IRS990/CYOtherExpensesAmt0562056
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01556360
IRS990/CYSalariesCompEmpBnftPaidAmt086919
IRS990/CYTotalExpensesAmt07191577
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08747937
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06542602
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029500
IRS990/FeesForServicesAccountingGrp/TotalAmt029500
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0468355
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IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0CJ
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN R STEINGASS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK D BUGHER
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDITH E KIMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DARRELL BEHNKE
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IRS990/Form990PartVIISectionAGrp/PersonNm7AARON OLIVER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantAmt06542602
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06542602
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt09
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037026777
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT FOR FACULTY, STUDENTS AND ARTS AT UW-MADISON (PRIMARILY) AND UW-MILWAUKEE (SECONDARILY).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0136408328
IRS990/NetAssetsOrFundBalancesEOYAmt0135625226
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03965775
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03965775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09325
IRS990/OccupancyGrp/TotalAmt09325
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05365
IRS990/OfficeExpensesGrp/TotalAmt05365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SECURITIES SAFEKEEPING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07838
IRS990/OtherExpensesGrp/TotalAmt07838
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052777
IRS990/OtherSalariesAndWagesGrp/TotalAmt052777
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03642
IRS990/PayrollTaxesGrp/TotalAmt03642
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT R STROUD
IRS990/PriorPeriodAdjustmentsAmt0-2339462
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06020277
IRS990/PYInvestmentIncomeAmt010020110
IRS990/PYOtherExpensesAmt0538542
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03368489
IRS990/PYSalariesCompEmpBnftPaidAmt092802
IRS990/PYTotalExpensesAmt06651621
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010020110
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01556360
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050471705
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049688603
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0393703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0503295
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0100% OF THE NET ANNUAL INCOME IS MADE AVAILABLE TO THE SUPPORTED ORGANIZATIONS, UW - MADISON AND UW - MILWAUKEE. BOTH ARE GOVERNMENTAL ENTITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION E, LINE 1C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396006492
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1396006492
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt095277
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16447325
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UW - MILWAUKEE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UW - MADISON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt06542602
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07191577
IRS990ScheduleD/LandGrp/BookValueAmt023748
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt023748
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013861386
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08747937
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023748
IRS990ScheduleD/TotalBookValueSecuritiesAmt013861386
IRS990ScheduleD/TotalExpensesPerForm990Amt07191577
IRS990ScheduleD/TotalRevenuePerForm990Amt08747937
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08747937
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07191577
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0522290
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1808295
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA / CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1CENTRAL AMERICA / CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01330585
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01330585
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06447325
IRS990ScheduleI/RecipientTable/CashGrantAmt195277
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(V)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(B)(1)(A)(V)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UW-MADISON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UW-MILWAUKEE
IRS990ScheduleI/RecipientTable/RecipientEIN0396006492
IRS990ScheduleI/RecipientTable/RecipientEIN1396006492
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt021 N PARK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13202 NORTH MARYLAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053715
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHEDULE 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TRUST SECRETARY/LEGAL COUNSEL AND COPIES ARE SENT TO TRUSTEES BEFORE FIILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0136408328
IRS990/TotalAssetsEOYAmt0135625226
IRS990/TotalAssetsGrp/BOYAmt0136408328
IRS990/TotalAssetsGrp/EOYAmt0135625226
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0648975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06542602
IRS990/TotalFunctionalExpensesGrp/TotalAmt07191577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0136408328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0135625226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06542602
IRS990/TotalReportableCompFromOrgAmt036500
IRS990/TotalRevenueGrp/ExclusionAmt08747937
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08747937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136408328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135625226
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0579
IRS990/TravelGrp/TotalAmt0579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X

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