Reports & 990s


2021 Impact Report

Each year, you – our generous supporters – prove that higher education can change lives. Your support has made possible great achievements. A few of the great stories from this past year:
  • Retiree Charles Rhyner, and his wife, Lenora, are among the longest giving annual supporters -- 36 consecutive years
  • UW-Green Bay students are taking part in a federal research project studying concussions
  • The founders of Dental City appreciate what the University gave to them as students, and now are giving back 
  • The Cofrin Memorial Arboretum evolves as the University's prime outdoor classroom and research spaces
  • Proud alumnus Barry Melotte puts his support, along with his company's, behind UW-Green Bay Athletics
Thank you for investing in students, the University and the community. Enjoy reading!

 

Rising Together Fall 2022

Rising Together is a publication of the UW-Green Bay Foundation. This issue includes articles about:
  • Bay Bouys Gauge Water Quality
  • Gift Elevates Music Program's Reach
  • Dunford Fuels Ignite the Future Campaign
  • Real Dollars = Real Investing Experience
  • Demand Drives Electrical Engineering Program
 
 

Research on the Rise 2021

As the state’s youngest regional comprehensive university, UW-Green Bay has made an enormous impact on our region, state and beyond. That has been driven in no small part by the amazing research that is happening here. 

The breadth of research at the University has grown tremendously in recent years. This reflects our high-quality faculty, staff and students across all campus locations, as well as our culture of continuous innovation and fearless efforts to improve the health of our people and environment for the next generation.

 
 

Information sheets

About the Foundation
About Planned Giving
About UW-Green Bay
Accomplished Alumni

Council of Trustees
Scholarships
Ways to give
What is an endowment

Research on the Rise 2021


Confidence in Giving

Generous benefactors who give gifts to the University of Wisconsin-Green Bay Foundation believe in higher education. It is incumbent upon the Foundation to earn each donor’s trust by ensuring gifts are acknowledged in a timely way, and the impact of your gift is demonstrated. One way that we can demonstrate this is through transparency in our financial reporting.

Foundation Investment Strategy

Investment Team
The UW-Green Bay Foundation’s Finance Committee is made up of seven members of the Board of Directors. These six members have backgrounds in finance, investing and accounting and are working or retired investment managers or Chief Financial Officers.

Finance Committee
 
Jeffrey (Jeff) Cheney `79
Retired CFO, Kohler Corp.

Gerald (Cort) Condon
Attorney, Condon & Herald

Koenraad Dreissens
Director, Denham Capital

Diane Ford `75, Treasurer
Retired VP & Controller, Integrys Energy Group
 
Heather Karcz `94
President, Zuehlke Karcz Financial Group

Matthew (Matt) Mueller
Senior VP & CFO, Schreiber Foods

Ross Mueller
Founder & Wealth Advisor, Mueller Wealth

Investment Goals
The UW-Green Bay Foundation's investment policy assists the Finance Committee and the Board of Directors in evaluating the management of its investment portfolio and assures reasonable and prudent risk. Foundation assets are invested in short-term, intermediate and long-term investments as guided by the investment policy. Investment performance is reviewed quarterly and annually in aggregate against whether the Foundation's independent portfolio managers are meeting risk and return expectations of the Finance Committee and the Board of Directors.
 
The Foundation is a 501(c)(3) tax-exempt organization and serves as the custodian for charitable gifts made to UW-Green Bay and assures that donor intent is honored.
 
Financial Statement and 990’s available upon request at foundation@uwgb.edu or at the links below.