Form 990 for tax year 2023
Filed by UWO-FOND DU LAC FOUNDATION INC.
Totals
- Total revenue
- $109,800
- Total expenses
- $831,795
- Contributions and grants received
- $18,796
- Grants paid
- $768,587
- Program service revenue
- $0
- Investment income
- $88,726
- Other revenue
- $2,278
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $821,203
- Management and general expenses
- $10,592
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $821,203
Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$18,796
-
3 · Investment income
total $15,743 · excluded $15,743
-
7a · Gross sales of assets other than inventory
securities $695,394
-
7b · Less cost or other basis and sales expenses
securities $622,411
-
7c · Gain or loss
securities $72,983
-
7d · Net gain or loss
total $72,983 · excluded $72,983
-
11a · Other revenue: OTHER INCOME
total $2,278 · excluded $2,278
-
11e · Other revenue, total
$2,278
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $768,587 · program services $768,587
-
5 · Compensation of officers, directors and key employees
total $17,794 · program services $17,794
-
7 · Other salaries and wages
total $13,463 · program services $13,463
-
10 · Payroll taxes
total $2,391 · program services $2,391
-
11b · Fees: legal
total $198 · management and general $198
-
11c · Fees: accounting
total $2,975 · management and general $2,975
-
11f · Fees: investment management
total $6,108 · management and general $6,108
-
13 · Office expenses
total $831 · management and general $831
-
17 · Travel
total $271 · management and general $271
-
19 · Conferences, conventions and meetings
total $209 · management and general $209
-
24a · Other expenses: BERGER BOOK BAG
total $5,276 · program services $5,276
-
24b · Other expenses: ATHLETIC FUND EXP
total $4,996 · program services $4,996
-
24c · Other expenses: UWO FDL DEVELOPMENT FUNDS
total $4,000 · program services $4,000
-
24d · Other expenses: LICENSES & PERMITS
total $3,021 · program services $3,021
-
24e · All other expenses
total $1,675 · program services $1,675
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,661
-
2 · Savings and temporary cash investments
beginning of year $146,610
-
4 · Accounts receivable
beginning of year $5,019
-
11 · Investments: publicly traded securities
beginning of year $633,381
-
17 · Accounts payable and accrued expenses
beginning of year $54,346
-
27 · Net assets without donor restrictions
beginning of year $495,059
-
28 · Net assets with donor restrictions
beginning of year $266,266
Mission and programs · 2023
Mission
UWO-FOND DU LAC FOUNDATION, INC IS TO PROMOTE EXCELLENCE AT UWO-FOND DU LAC WHILE ENHANCING THE EDUCATIONAL AND CULTURAL ACTIVITIES AVAILABLE ON CAMPUS.
-
AWARDING OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS
Expenses $821,203 · Grants $768,587
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alicia MattinglyALICIA MATTINGLY
EXECUTIVE DI
- Total calculated
- $21,870
- From this org
- $21,870
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Barb SennBARB SENN
EXECUTIVE DI
- Total calculated
- $15,233
- From this org
- $15,233
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Alex AckermannALEX ACKERMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Renee AndersonRENEE ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James BintleyJAMES BINTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott BlockSCOTT BLOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Corey BrunoCOREY BRUNO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bill BunzelBILL BUNZEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cathleen ChristensenCATHLEEN CHRISTENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry DonohueJERRY DONOHUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry GoebelLARRY GOEBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mason GravelleMASON GRAVELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paisley HarrisPAISLEY HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura IngramLAURA INGRAM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sam KaufmanSAM KAUFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nate LoganNATE LOGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul LueckPAUL LUECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cathi McGowanCATHI MCGOWAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa MeikleMELISSA MEIKLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gloria MeyerGLORIA MEYER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Tracy PatrouilleTRACY PATROUILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim Van PeltTIM VAN PELT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Martin RuddMARTIN RUDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Todd SchreiterTODD SCHREITER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda Selk-YergesLINDA SELK-YERGES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt SpaudeMATT SPAUDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adam WunderlinADAM WUNDERLIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$768,587
TRANFER OF FUNDS
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
1 distribution to a recipient named as a person, $768,587. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202432399349300128
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