William F Vilas Estate
- Assets
- $136.4m
- Revenue
- $10.0m
- Investments
- $12.7m
- Employees
- 1
- Location
- Oregon, WI
- Founding
- 05/1963
- Data as of
- 03/2024
- EIN
- 39-0678406
Organization Overview
William F Vilas Estate is located in Oregon, WI. The organization was established in 1963. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William F Vilas Estate is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, William F Vilas Estate generated $10.0m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $6.7m during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, William F Vilas Estate has awarded 18 individual grants totaling $69,019,490. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT FOR FACULTY, STUDENTS AND ARTS AT THE UNIVERSITY OF WISCONSIN UW-MADISON AND UW-MILWAUKEE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George E Austin Chairman | OfficerTrustee | 2 | $3,600 |
Susan R Steingass Trustee | Trustee | 2 | $3,600 |
Mark D Bugher Trustee | Trustee | 2 | $3,600 |
Patricia Lipton Trustee | Trustee | 2 | $1,500 |
Judith E Kimble Trustee | Trustee | 2 | $3,600 |
Darrell Behnke Trustee | Trustee | 2 | $3,600 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $4,722,493 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,297,617 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,020,110 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $6,020,277 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $36,800 |
| Compensation of current officers, directors, key employees. | $36,800 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $52,360 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $3,642 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $11,925 |
| Fees for services: Accounting | $25,017 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $439,742 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $4,959 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $8,883 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $32,138 |
| All other expenses | $0 |
| Total functional expenses | $6,651,621 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $51 |
| Savings and temporary cash investments | $393,703 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $23,748 |
| Investments—publicly traded securities | $123,324,378 |
| Investments—other securities | $12,666,448 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $136,408,328 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $85,936,623 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $50,471,705 |
| Total liabilities and net assets/fund balances | $136,408,328 |
Grants Awarded
Over the last fiscal year, William F Vilas Estate has awarded $6,020,277 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UW-MADISON PURPOSE: SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES. | $5,970,485 |
UW-MILWAUKEE PURPOSE: SCHOLARSHIPS, FELLOWSHIPS AND PROFESSOR SALARIES AND ALLOWANCES. | $49,792 |