l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) 2 00 6 Department of the Treasury -The organization may have to use a copy of this return to satisfy state reporting requirements Internal Revenue Service A For the 2006 calendar year, or tax year beginning 07 -01-2006 and ending 06 -30-2007 C Name of organization D Employer identification number B Check if applicable Please Marquette University 1 Address change use IRS 39-0806251 label or E Telephone number print or Number and street (or P 0 box if mail is not delivered to street address) Room/suite (- Name change PO type . See Box 1881 (414) 288-7933 F Initial return S p ecific Instruc - City or town, state or country, and ZIP + 4 FAccounting method fl Cash F Accrual (- Final return tions . Milwaukee, WI 532011881 Other (specify) 0- F-Amended return
(- Application pending * Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not applicable to section 527 organizations trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? (- Yes F No H(b) If "Yes" enter number of affiliates 0- G Web site: - www marquette edu H(c) Are all affiliates included? (- Yes F_ No (If "No," attach a list See instructions ) I Organization type ( check only one) 1- F 95 501 (c) (3) -4 (insert no ) 1 4947(a)(1) or F_ 527 H(d) Is this a separate return filed by an organization K Check here 1- 1 if the organization is not a 509(a)(3) supporting organization and its gross receipts are covered by a group ruling? F Yes F No normally not more than 25,000 A return is not required, but if the organization chooses to file a return, be sure to file a complete return I Group Exemption Number 0-
M Check - 1 if the organization is not required to L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 0- 1,049,407,024 attach Sch B (Form 990, 990-EZ, or990-PF) n TTii Revenue . Expenses . and Chances in Net Assets or Fund Balances (See the instructions-) 1 Contributions, gifts, grants, and similar amounts received a Contributions to donor advised funds la
b Direct public support (not included on line 1a) . lb 87,321,583 c Indirect public support (not included on line 1a) . 1c
d Government contributions (grants) (not included on line 1a) ld 5,525,615
92,847,198 e Total (add lines la through 1d) (cash $ 34,140,976 noncash $ 5 8,706,222 1e 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 299,041,802 3 Membership dues and assessments 3
4 Interest on savings and temporary cash investments 4 3,471,750
5 Dividends and interest from securities 5 1,157,250
6a Gross rents ...... 6a
b Less rental expenses 6b
c Net rental income or (loss) subtract line 6b from line 6a . 6c
7 Other investment income (describe ) 7 112,000
8a Gross amount from sales of assets (A) Securities (B) Other a other than inventory 639,534,024 8a
b Less cost or other basis and sales expenses 610,682,082 8b
c Gain or (loss) (attach schedule) . . 28,851,942 Sc
d Net gain or (loss) Combine line 8c, columns (A) and (B) ...... 8d 28,851,942
9 Special events and activities (attach schedule) If any amount is from gaming , check here 0-F
a Gross revenue (not including $ of contributions reported on line 1b ) 9a b Less direct expenses other than fundraising expenses . 9b c Net income or (loss) from special events Subtract line 9b from line 9a . c
10a Gross sales of inventory, less returns and allowances . 10a
b Less cost of goods sold 10b
c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10c
11 Other revenue (from Part VII, line 103) 11 13,243,000
12 Total revenue Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 12 438,724,942
13 Program services (from line 44, column (B)) ...... 13 301,551,251
14 Management and general (from line 44, column (C)) ...... 14 44,502,035
F 15 Fundraising (from line 44, column (D)) ...... 15 10,393,458 w 16 Payments to affiliates (attach schedule) 16
17 Total expenses Add lines 16 and 44, column (A) . 17 356,446,744
,A 18 Excess or (deficit) for the year Subtract line 17 from line 12 . 18 82,278,198
19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 582,622,931
20 Other changes in net assets or fund balances (attach explanation) . . 20 28,558,058 21 Net assets or fund balances at end of year Combine lines 18, 19, and 20 21 693,459,187
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions . Cat No 11282Y Form 990 (2006) Form 990 (2006) Page 2 Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section Functional Expenses 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others (See the instructions.)
Do not include amounts reported on line (B) Program (C) Management (A) Total (D) Fundraising 6b, 8b, 9b, 1Ob, or 16 of Part I. services and general
22a Grants paid from donor advised funds (attach Schedule) IN (cash $ 16,600 noncash $ 0 If this amount includes foreign grants, check here 110- F 22a 16,600 16,600
22b Other grants and allocations (attach schedule) (cash $ 65,510,400 noncash $ 0 If this amount includes foreign grants, check here F 22b 65,510,400 65,510,400 23 Specific assistance to individuals (attach schedule) 23
24 Benefits paid to or for members (attach schedule) 24
25a Compensation of current officers, directors, key employees etc Listed in Part V-A (attach schedule) 25a 1,073,420 1,073,420 b Compensation of former officers, directors, key employees etc listed in Part V-B (attach schedule) 25b 130,000 130,000 c Compensation and other distributions not icluded above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule) 25c 26 Salaries and wages of employees not included on lines 25a, b and c 26 140,130,453 115,203,355 19,049,406 5,877,692 27 Pension plan contributions not included on lines 25a, b and c 27 7,450,244 5,905,551 1,191,199 353,494 28 Employee benefits not included on lines 25a - 27 28 23,016,910 21,075,221 870,178 1,071,511 29 Payroll taxes 29 8,997,590 4,315,317 4,237,929 444,344
30 Professional fundraising fees 30
31 Accounting fees 31 198,840 198,840
32 Legal fees 32 364,138 364,138
33 Supplies 33 26,631,653 24,267,106 1,300,027 1,064,520
34 Telephone 34 777,540 103,325 660,286 13,929
35 Postage and shipping 35 1,426,594 1,003,496 223,408 199,690
36 Occupancy 36 11,220,853 10,490,086 730,767
37 Equipment rental and maintenance 37 11,783,353 7,546,672 4,235,828 853
38 Printing and publications 38 2,441,171 1,635,353 521,639 284,179
39 Travel 39 7,781,760 6,592,266 607,600 581,894
40 Conferences, conventions, and meetings 40 759,846 550,444 180,300 29,102
41 Interest 41 6,152,554 5,300,808 851,746
42 Depreciation, depletion, etc (attach schedule) 42 29,891,592 25,625,963 4,265,629
43 Other expenses not covered above (itemize)
a PROFESSIONAL FEES 43a 6,196,804 4,210,951 1,749,413 236,440
b ADVERTISING 43b 2,320,985 1,868,690 281,520 170,775
c MISCELLANEOUS 43c 2,173,444 329,647 1,778,762 65,035 d 43d
e 43e f 43f
g 43g
44 Total functional expenses . Add lines 22a through 43g (Organizations completing columns (B)-(D), carry these totals to lines 13-15) 44 356,446,744 301,551,251 44,502,035 10,393,458 Joint Costs . Check - fl if you are following SOP 98-2 Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services ' fl Yes F No If "Yes," enter ( i) the aggregate amount of these joint costs $ 0 , (ii) the amount allocated to Program services $ 0 (iii) the amount allocated to Management and general $ 0 , and (iv) the amount allocated to Fundraising $0
Form 990 (2006) Form 990 ( 2006) Page 3 f iii Statement of Program Service Accomplishments (See the instructions.) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments
Program Service What is the organization's primary exempt purpose? 0- Educational Services Expenses All organizations must describe their exempt purpose achievements in a clear and concise manner State the number of clients served, (Required for 501(c)(3) and publications issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4) organizations and 4947(a)(1) nonexempt (4) orgs , and 4947(a)(1) charitable trusts must also enter the amount of grants and allocations to others trusts, but optional for others )
a See Additional Data Table
(Grants and allocations $ If this amount includes foreign grants, check here - F b
(Grants and allocations $ If this amount includes foreign grants, check here - F c
(Grants and allocations $ If this amount includes foreign grants, check here - fl d
(Grants and allocations $ If this amount includes foreign grants, check here - fl e Other program services ( attach schedule) (Grants and allocations $ ) If this amount includes foreign grants, check here F-
f Total of Program Service Expenses (should equal line 44, column (B), Program services) 0- 301,551,251 Form 990 (2006) Form 990 (2006) Page 4
Balance Sheets (See the instructions.)
Note : Where required, attached schedules and amounts within the description (A) (B) column should be for end-of-year amounts only. Beginning of year End of year 45 Cash-non-interest-bearing 8,972,451 45 25,421,403
46 Savings and temporary cash investments 46
47a Accounts receivable . . . . 47a 17,815,000
b Less allowance for doubtful accounts 47b 2,785,000 15,463,000 47c 15,030,000
48a Pledges receivable . . . . . 48a 68 ,631,000
b Less allowance for doubtful accounts 48b 2,856,000 21,961,000 48c 65,775,000
49 Grants receivable 49 50a Receivables from current and former officers, directors, trustees, and key employees (attach schedule) 50a b Receivables from other disqualified persons (as defined under section 4958(c)(3)(B) (attach schedule) 50b
51a Other notes and loans receivable (attach schedule) ...... 51a 41,188,000
b Less allowance for doubtful accounts 51b 69,000 40,382,000 51c 41,119,000 CD 52 Inventories for sale or use 1,153,000 52 1,293,000
53 Prepaid expenses and deferred charges 3,646,000 53 4,302,000
54a Investments-publicly-traded securities 0- Cost F FMV 342,410,000 54a 388,159,000 b Investments-other securities (attach schedule) F Cost F FMV 24,053,000 54b 24,589,000
55a Investments-land, buildings, and equipment basis . . . . . 55a b Less accumulated depreciation (attach schedule) ...... 55b 55c 56 Investments-other (attach schedule) 602,480 56 950,000
57a Land, buildings, and equipment basis 57a 607,757,382 b Less accumulated depreciation (attach schedule) ...... 57b 278, 022, 598 322, 286, 000 57c 329, 734, 784 58 Other assets, including program-related investments (describe 0- 97,382,000 58 110,398,000
59 Total assets (must equal line 74) Add lines 45 through 58 . 878,310,931 59 1,006,771,187
60 Accounts payable and accrued expenses 40,425,000 60 48,066,000
61 Grants payable ...... 61
62 Deferred revenue 19,954,000 62 17,671,000 Ln 63 Loans from officers, directors, trustees, and key employees (attach schedule) ...... 63
64a Tax-exempt bond liabilities (attach schedule) 129,362,000 64a 124,314,000
b Mortgages and other notes payable (attach schedule) 1,492,000 64b 99 885,000
65 Other liablilities (describe 0 ) 104,455,000 65 122,376,000
66 Total liabilities Add lines 60 through 65 295,688,000 66 313,312,000 Organizations that follow SFAS 117, check here - F and complete lines 67 through 69 and lines 73 and 74 67 Unrestricted 236,314,931 67 285,359,187 0 68 Temporarily restricted 170,305,000 68 212,208,000
69 Permanently restricted 176,003,000 69 195,892,000 Organizations that do not follow SFAS 117, check here - fl and LL_ complete lines 70 through 74 Z5 70 Capital stock, trust principal, or current funds 70 71 Paid-in or capital surplus, or land, building, and equipment fund . 71 CD 72 Retained earnings, endowment, accumulated income, or other funds 72 73 Total net assets or fund balances Add lines 67 through 69 or lines 70 through 72 (Column (A) must equal line 19 and column (13) must e q ual line 21) . 582,622,931 73 693,459,187
74 Total liabilities and net assets / fund balances Add lines 66 and 73 878,310,931 74 1,006,771,187
Form 990 (2006) Form 990 (2006) Page 5 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the instructions. ) a Total revenue, gains, and other support per audited financial statements a 360,632,000 b Amounts included on line a but not on Part I, line 12
1 Net unrealized gains on investments bl 29,152,058 2 Donated services and use of facilities . b2
3 Recoveries of prior year grants b3
4 Other (specify) 5 b4 -107,133,000
Add lines blthrough b4 ...... b -77,980,942
c Subtract line bfrom line a . c 438,612,942 d Amounts included on Part I, line 12, but not on line a
1 Investment expenses not included on Part I, line 6b . dl
2 Other (specify) 5 d2 112,000
Add lines dl and d2 ...... d -77,980,942
e Total revenue (Part I, line 12) Add lines c and 438,724,942 d . e Reconciliation of Ex p enses p er Audited Financial Statements With Ex p enses er Return a Total expenses and losses per audited financial statements a 290,806,000 b Amounts included on line a but not on Part I, line 17 1 Donated services and use of facilities . bl
2 Prior year adjustments reported on Part I, line 20 b2 3 Losses reported on Part I, line 20 b3
4 Other (specify) 5 b4 -112,000
Add lines blthrough b4 ...... b -112,000
c Subtract line bfrom line a . c 290,918,000 d Amounts included on Part I, line 17, but not on line a:
1 Investment expenses not included on Part I, line 6b . dl
2 Other (specify) d2 65,528,744
Add lines dl and d2 ...... d 65,528,744
e Total expenses (Part I, line 17) Add lines c and 356,446,744 d . e Current Officers , Directors , Trustees , and Key Employees (List each person who was an officer, director, trustee, or key employee at any time during the year even if they were not compensated.) (See the
Form 990 (2006) Form 990 (2006) Page 6 Current Officers , Directors , Trustees , and Key Employees (continued) Yes No 75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings ...... 0-29 b Are any officers, directors, trustees, or key employees listed in Form 990, Part V -A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) 75b Yes c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization? See the instructions for the definition of "related 75c No organization" If "Yes," attach a statement that includes the information described in the instructions d Does the organization have a written conflict of interest policy? 75d Yes Former Officers, Directors, Trustees , and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the Instructions.) (D) Contributions to (C) Compensation employee benefit plans (E) Expense account and (A) Name and address (B) Loans and Advances (If not paid enter -0- ) and deferred compensation other allowances plans John H Hansen PO Box 1881 0 130,000 594 M ilwaukee, WI 532011881
LOW Other Information (See the instructions.) Yes No 76 Did the organization make a change in its activities or methods of conducting activities? If "Yes," attach a
detailed statement of each change 76 N o
77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 No
If "Yes," attach a conformed copy of the changes 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? . 78a Yes
b If "Yes," has it filed a tax return on Form 990 -T for this year? 78b Yes 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach
a statement 79 N o 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? 80a Yes
b If "Yes," enter the name of the organization p- See Additional Data Table and check whether it is fl exempt or fl nonexempt 81a Enter direct or indirect political expenditures (See line 81 instructions 81a 120,000
b Did the organization file Form 1120 -POL for this year? 1b o
Form 990 (2006) Form 990 (2006) Page 7 Other Information (continued) Yes No 82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? 82a Yes
b If "Yes," you may indicate the value of these items here Do not include this amount as revenue
in Part I or as an expense in Part II (See instructions in Part III ) 82b
83a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a Yes b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b Yes 84a Did the organization solicit any contributions or gifts that were not tax deductible? . 84a No b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 84b
85 501(c)(4), (5), or(6) organizations, a Were substantially all dues nondeductible by members? ...... 85a b Did the organization make only in-house lobbying expenditures of $2,000 or less? . 85b If "Yes," was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed the prior year c Dues assessments, and similar amounts from members ...... 85c
d Section 162(e) lobbying and political expenditures 85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e f Taxable amount of lobbying and political expenditures (line 85d less 85e) . 85f
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 . 85g
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? 85h
86 501(c)(7) orgs. Enter a Initiation fees and capital contributions included on line 12 86a 0 b Gross receipts, included on line 12, for public use of club facilities . . . . 86b 0
87 501(c)(12) orgs. Enter a Gross income from members or shareholders . . . 87a 0 b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . . . . 87b 0
88a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3'' If "Yes," complete Part IX 88a N o b At any time during the year, did the organization directly or indirectly own a controlled entity within the meaning of section 512(b)(13)'' If yes complete Part XI
88b Yes
89a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under section 4911 0- 0 , section 4912 0- 0 , section 4955 0-
b 501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction 89b No c Enter A mount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ...... 0- d Enter A mount of tax on line 89c, above, reimbursed by the organization . . . 0- e All organizations. At any time during the tax year was the organization a party to a prohibited tax shelter transaction? 89e N o f All organizations. Did the organization acquire direct or indirect interest in any applicable insurance contract?
89f N o
g Forsupporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
89g N o 90a List the states with which a copy of this return is filed 0-
b N umber of employees employed in the pay period that includes March 12, 2006 (See 90b 5,434 instructions ) ...... 91a The books are in care of lim- DENNIS J BUTLER Telephone no 0- ( 414) 288-7 933
915 WWISCONSIN AVE Located at lo- MILWAUKEE, WI ZIP + 4 lo- 53233 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes No account)? 91b Yes
If "Yes," enter the name of the foreign country - SP See the instructions for exceptions and filing requirements for Form TD F 90-22 .1, Report of Foreign Bank and Financial Accounts
Form 990 (2006) Form 990 (2006) Page 8 Other Information (continued) Yes No c At any time during the calendar year, did the organization maintain an office outside of the United States? 91c Yes
If "Yes," enter the name of the foreign country SP 92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041-Check here . F and enter the amount of tax-exempt interest received or accrued during the tax year . 92 Anal y sis of Income - Producin g Activities (See the instructions, Note : Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (E) Related or (B) Exclusion (0) exempt function Business Amount Amount code code income 93 Program service revenue a TUITION AND FEES 242,839,000
b SALES OF EDUCATIONAL DEPARTMENTS 6,956,000
c AUXILIARY ENTERPRISES 721000 570,000 03 36,155,000 d e f Medicare/Medicaid payments
g Fees and contracts from government agencies 12,521,802 94 Membership dues and assessments . . 95 Interest on savings and temporary cash investments 14 3,471,750
96 Dividends and interest from securities . 14 1,157,250 97 Net rental income or (loss) from real estate a debt-financed property b non debt-financed property 98 Net rental income or (loss) from personal property 14 112,000
99 Other investment income 14 28,851,942 100 Gain or (loss) from sales of assets other than inventory 101 Net income or (loss) from special events 102 Gross profit or (loss) from sales of inventory
103 Other revenue a MISCELLANEOUS 13,243,000 b c d e
104 Subtotal (add columns (B), (D), and (E)) 570,000 69,747,942 275,559,802 105 Total (add line 104, columns (B), (D), and (E)) ...... 345,877,744 Note : Line 105 plus line le, Part I, should equal the amount on line 12, Part I. Relationshi p of Activities to the Accom p lishment of Exem p t Pur p oses (See the instructions. ) Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment V of the organization's exempt purposes (other than by providing funds for such purposes) 93A TUITION AND FEES FOR EDUCATIONAL SERVICES 93B SALES OF SUPPLIES AND MATERIALS AS PART OF EDUCATION PROGRAM 93G RESEARCH GRANTS AND FELLOWSHIPS 103A MISCELLANEOUS ITEMS Information Re g ardin g Taxable Subs idiaries and Disre g arded Entities (See the instructions. )
(A) (B) (C) (D) (E) Name, address, and EIN of corporation, Percentage of End-of-year Nature of activities Total income partnership, or disregarded entity ownership interest assets
Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions.) (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? F_Yes F No
(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . F_Yes F No
NOTE : If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).
Form 990 (2006) Form 990 (2006) Page 9 Li^ Information Regarding Transfers To and From Controlled Entities Complete only if the organization is a controlling organization as defined in section 512(b)(13)
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of Yes the Code? if "Yes," complete the schedule below for each controlled entity
(A) (B) (C) (D) Name and address of each Employer Identification Description of Amount of transfer controlled entity Number transfer
635,1851 Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of Yes the Code? if "Yes," complete the schedule below for each controlled entity
(A) (B) (C) (D) Name and address of each Employer Identification Description of Amount of transfer controlled entity Number transfer
635,1851 Totals
Yes No
108 Did the organization have a binding written contract in effect on August 17, 2006 covering the interests, rents, Yes royalties and annuities described in question 107 above?
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge
Please 2008-05-14 Sign Signature of officer Date F Here JOHN C LAMB VICE PRESIDENT FOR FINANCE Type or print name and title
Date Preparer's Paid signature Preparer's Firm 's name (or yours Use if self-employed), Only address, and ZIP + 4 efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198 OMB No 1545-0047 SCHEDULE A Organization Exempt Under Section 501(c)(3) ( Except Private Foundation ) and Section 501(e), 501(f ), 501(k), (Form 990 or 501(n ), or 4947( a)(1) Nonexempt Charitable Trust 990EZ ) Supplementary Information-(See separate instructions.) 200 6 Department of the F MUST be completed by the above organizations and attached to their Form 990 or 990-EZ Treasury Internal Revenue Service Name of the organization Employer identification number Marquette University 39-0806251 Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 2 of the instructions. List each one. If there are none, enter "None.") (d) Contributions ( e) Expense (a) Name and address of each employee ( b) Title and average hours to employee benefit ( c) Compensation account and other paid more than $50,000 per week devoted to position plans & deferred allowances compensation THOMAS A CREAN MENS BASKETBALL COAL 1,857,502 8,788 0 PO BOX 1881 40 0 MILWAUKEE, WI 532011881 DAVID L SCROCK DEAN 241,600 2,858 160 PO BOX 1881 40 0 MILWAUKEE, WI 532011881 JULIE ANNE TOLAN VICE PRESIDENT 235,000 209 160 PO BOX 1881 40 0 MILWAUKEE, WI 532011881 TERRI L MITCHELL WO MANS BB COACH 242,117 5,962 0 PO BOX 1881 40 0 MILWAUKEE, WI 532011881 JOSEPH D KEARNEY DEAN 222,500 203 160 PO BOX 1881 40 0 MILWAUKEE, WI 532011881 Total number of other employees paid over 926 $50,000 01 MUNNiar-M Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter "None.") (a) Name and address of each independent contractor paid more than $50,000 ( b) Type of service ( c) Compensation FOLEY and LARDNER 777 E WISCONSIN AVE LEGAL 255,258 MILWAUKEE, WI 532025367 KPMG LLP 777 E WISCONSIN AVE AUDITING 198,840 MILWAUKEE,WI 53202 BENTZ WHALEY FLESSNER 7251 OHMS LANE CONSULTING 171,699 MINNEAPOLIS, MN 55439 DON NEUREUTHER 202 CHAMBER DRIVE CONSULTING 128,143 AVON,NY 14414 INTEGRITY CONSULTING 4820 LYNDALE AVE 5 CONSULTING 102,596 MINNEAPOLIS, MN 55419
Total number of others receiving over $50,000 for 1
professional services 111. 1 Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter "None". See page 2 for instructions.) (a) Name and address of each independent contractor paid more than $50,000 (b) Type of service ( c) Compensation MEDICAL COLLEGE OF WISCONSIN 8701 WWATERTOWN PLANK RD MEDICAL RESEARCH 487,940 WAUWATOSA,WI 53233 ZIZZO GROUP INC 1101 N MARKET ST FL 2M ADVERTISING 399,589 MILWAUKEE, WI 532023114 WESTERN UNIVERSITY OF HEALTH SCIENC 309 E SECOND S/COLLEGE PLAZA RESEARCH/CONSULTING 211,153 PO MO NA, CA 917661854 NORTHWESTERN UNIVERSITY 619 CLARK ST RESEARCH/CONSULTING 146,432 EVANSTON,IL 602081135 UNIVERSITY OF CONNECTICUT 2384 ALUMNI DR UNIT 3053 RESEARCH/CONSULTING 145,782 STRRS,CT 062693053 Total number of other contractors receiving over 15 $50,000 for other services ► For Paperwork Reduction Act Notice , see the Instructions for Form 990 andCat No 11285F Schedule A (Form 990 or 990-EZ) Form 990 - EZ. 2006 Schedule A (Form 990 or 990-EZ) 2006 Page 2
Statements About Activities (See page 2 of the instructions.) Yes No
1 During the year, has the organization attempted to influence national, state, or local legislation, include any attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in connection with the lobbying activities 111-$ 120,000 (Must equal amounts on line 38, Part VI-A, or line V I - 13 1 Yes Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is "Yes,"attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing property? 2a Yes b Lending of money or other extension of credit? 2b No c Furnishing of goods, services, or facilities? 2c Yes d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)7 2d Yes e Transfer of any part of its income or assets? 2e I No 3a Did the organization make grants for scholarships, fellowships, student loans, etc '' (If "Yes," attach an explanation of how the organization determines that recipients qualify to receive payments 3a Yes b Did the organization have a section 403(b) annuity plan for its employees? 3b Yes c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment , historic land areas or structures? If "Yes" attach a detailed statement 3c No d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d No 4a Did the organization maintain any donor advised funds? If"Yes," complete lines 4b through 4g If"No," complete lines 4f and 4g 4a Yes b Did the organization make any taxable distributions under section 49667 4b No c Did the organization make a distribution to a donor, donor advisor, or related person? 4c I No d Enter the total number of donor advised funds owned at the end of the tax year
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included on line 4d) where donors have the right to provide advice on the distribution or 0 1111. investment of amounts in such funds or accounts
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year 1111. 0
Schedule A (Form 990 or 990-EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 Page 3
Reason for Non-Private Foundation Status (See pages 4 through 7 of the instructions.)
certify that the organization is not a private foundation because it is (Please check only ONE applicable box 5 1 A church, convention of churches , or association of churches Section 170(b)(1)(A)(i) 6 F A school Section 170(b)(1)(A)(ii) (Also complete Part V ) 7 1 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii) 8 1 A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v) 9 1 A medical research organization operated in conjunction with a hospital Section 170 (b)(1)(A)(iii) Enter the hospital ' s name, city, and state 111111 10 1 A n organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv) (Also complete the Support Schedule in Part IV-A) 11a 1 An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A) 11b 1 A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A) 12 1 A n organization that normally receives ( 1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc , functions-subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A 13 fl An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the requirements of section 509(a)(3) Check the box that describes the type of supporting organization
fl Type I fl Type II fl Type III - Functionally Integrated fl Type III - Other Provide the following information about the supported organizations . ( see page 7 of the instructions.) (c) (d) (b) Type of Is the supported organization ( a) Employer organization listed in the (e) (described in Amount of Name ( s) of supported organization ( s) identification supporting organization ' s lines 5 through support? number governing documents? 12 above or IRC section) Yes No
Total ►
14 fl An organization organized and operated to test for public safety Section 509( a)(4) (See page 7 of the instructions ) Schedule A (Form 990 or 990-EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 Page 4 Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method of accounting. Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting. Calendar year ( or fiscal year beginning in ) ok. (a) 2005 (b) 2004 (c) 2003 (d) 2002 (e) Total 15 Gifts, grants, and contributions received (Do not include unusual grants See line 28 16 Membership fees received 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc , purpose 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 19 Net income from unrelated business activities not included in line 18 20 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 21 The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge 22 Other income Attach a schedule Do not include gain or (loss) from sale of capital assets 23 Total of lines 15 through 22 24 Line 23 minus line 17 25 Enter 1% of line 23
26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 ► 26a b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 2002 through 2005 exceeded the amount shown in line 26a Do not file this list with your return . Enter the total
of all these excess amounts ► 26b c Total support for section 509(a)(1) test Enter line 24, column ( e) 26c d Add Amounts from column (e) for lines 18 19 22 26b 26d
e Public support (line 26c minus line 26d total) ► 26e f Public support percentage ( line 26e (numerator) divided by line 26c (denominator )) ' 26f 27 Organizations described on line 12 : a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person Do not file this list with your return . Enter the sum of such amounts for each year (2005) (2004) (2003) (2002) b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11b, as well as individuals ) Do not file this list with your return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year (2005) (2004) (2003) (2002)
c Add Amounts from column ( e) for lines 15 16
17 20 21 ► 27c d Add Line 27a total and line 27b total Ilk' 27d e Public support (line 27c total minus line 27d total) 27e f Total support for section 509(a)(2) test Enter amount from line 23, column (e) 11111 127f g Public support percentage ( line 27e ( numerator ) divided by line 27f (denominator)) h Investment income percentage ( line 18, column ( e) (numerator ) divided by line 27f (denominator)) 11111 28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15 Schedule A (Form 990 or 990-EZ) 2006 Schedule A (Form 990 or 990-EZ ) 2006 Page 4 Private School Questionnaire ( See page 7 of the instructions.) ( To be com p leted ONLY b y schools that checked the box on line 6 in Part IV ) 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter , bylaws, Yes No other governing instrument , or in a resolution of its governing body? 29 Yes 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures , catalogues , and other written communications with the public dealing with student admissions, programs , and scholarships ? 30 Yes 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students , or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? 31 Yes If "Yes," please describe, if " No," please explain ( If you need more space , attach a separate statement MARQUETTE UNIVERSITY DOES NOT DISCRIMINATE IN ANY MANNER CONTRARY TO LAW OR JUSTICE ON THE BASIS OF RACE, COLOR, SEX, RELIGION, AGE, HANDICAP, VETERAN'S STATUS OR NATIONAL ORGIN IN ITS EDUCATIONAL PROGRAMS OR ACTIVITIES INCLUDING EMPLOYMENT AND ADMISSIONS AT THE SAME TIME, MARQUETTE CHERISHES ITS RIGHT AND DUTY TO SEEK AND RETAIN PERSONNEL WHO MAKE A POSITIVE CONTRIBUTION TO ITS RELIGIOUS CHARACTER, GOALS AND MISSION 32 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative staff? 32a Yes b Records documenting that scholarships and other financial assistance are awarded on racially nondiscriminatory basis? 32b Yes c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? 32c Yes d Copies of all material used by the organization or on its behalf to solicit contributions? 32d Yes
If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement
33 Does the organization discriminate by race in any way with respect to
a Students' rights or privileges? 33a No
b Admissions policies? 33b No
c Employment of faculty or administrative staff? 33c No
d Scholarships or other financial assistance? 33d No
e Educational policies? 33e No
f Use of facilities? 33f No
g Athletic programs? 33g No
h Other extracurricular activities? 33h No
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement
34a Does the organization receive any financial aid or assistance from a governmental agency? 95 34a Yes
b Has the organization's right to such aid ever been revoked or suspended? 34b No If you answered "Yes" to either 34a orb, please explain using an attached statement
35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05 of Rev Proc 75-50, 1975-2 C B 587, covering racial nondiscrimination? If "No," attach an explanation 35 1 Yes Schedule A (Form 990 or 990-EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 Page 5 Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions.) (To be completed ONLY by an eligible organization that filed Form 5768) Check ► a 1 if the organization belongs to an affiliated group Check ► b 1 if you checked "a" and "limited control" provisions apply (b) Limits on Lobbying Expenditures (a) Too be completed group for all electing (The term "expenditures" means amounts paid or totals incurred organizations 36 Total lobbying expenditures to influence public opinion ( grassroots lobbying) 36 37 Total lobbying expenditures to influence a legislative body ( direct lobbying) 37
38 Total lobbying expenditures ( add lines 36 and 37) 38
39 Other exempt purpose expenditures 39
40 Total exempt purpose expenditures ( add lines 38 and 39) 40 41 Lobbying nontaxable amount Enter the amount from the following table- If the amount on line 40 is- The lobbying nontaxable amount is- Not over $500,000 20% of the amount on line 40 Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000
42 Grassroots nontaxable amount (enter 25% of line 41) 42
43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 43 0
44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38 44 0
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720. 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below See the instructions for lines 45 through 50 on page 13 of the instructions )
Lobbying Expenditures During 4-Year Averaging Period
Calendaryear ( or (a) (b ) ( c) (d) (e) fiscal year beginning in ) ► 2006 2005 2004 2003 Total
45 Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
46 Lobbying ceiling amount (150% of line 45(e)) 6,000,000
47 Total lobbying expenditures 120,000 140,000 140,000 120,000 520,000
48 Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
49 Grassroots ceiling amount (150% of line 48(e)) 1,500,000
50 Grassroots lobbying expenditures LTA" Lobbying Activity by Nonelecting Public Charities ( For re p ortin g onl y b y org anizations that did not com p lete Part VI-A ( See a e 13 of the instructions. ) During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of Yes No Amount
a Volunteers No b Paid staff or management (Include compensation in expenses reported on lines c through h.) No c Media advertisements No d Mailings to members, legislators, or the public No e Publications, or published or broadcast statements No f Grants to other organizations for lobbying purposes No g Direct contact with legislators, their staffs, government officials, or a legislative body Yes 120,000 h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means No i Total lobbying expenditures (Add lines c through h.) 120,000 If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities Schedule A (Form 990 or 990 - EZ) 2006 Schedule A (Form 990 or 990-EZ) 2006 Page 6 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 13 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 50 1(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of Yes No (i) Cash 51a(i) No (ii) Other assets a(ii) No b Other transactions (i) Sales or exchanges of assets with a noncharitable exempt organization b(i) No (ii) Purchases of assets from a noncharitable exempt organization b(ii) No (iii) Rental of facilities, equipment, or other assets b(iii) Yes (iv) Reimbursement arrangements b(iv) No (v) Loans or loan guarantees b(v) No (vi) Performance of services or membership or fundraising solicitations b(vi) No c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c No d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fai r market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value in a ny transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527' lk^ F Yes fl No b If "Yes," complete the following schedule
(a) (b) (c) Name of organization Type of organization Description of relationship HILLTOP ENTERPRISES 501(C)(25) WHOLLY OWNED SUBSIDIARY
MARQUNIVSERVCORP 501(C)(3) WHOLLY OWNED SUBSIDIARY
MIL MED RES FOUND 501(C)(3) WHOLLY OWNED SUBSIDIARY
Schedule A (Form 990 or 990-EZ) 2006 Additional Data
Software ID: Software Version: EIN: 39 -0806251 Name : Marquette University
Form 990, Part III - Program Service Accomplishments:
Program Service All organizations must describe their exempt purpose achievements in a clear and concise manner. State the Expenses number of clients served, publications issued, etc. Discuss achievements that are not measurable . ( Section 501 ( Required for 501(c) (c)(3) and ( 4) organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants ( 3) and ( 4) orgs., and and allocations to others .) 4947( a)(1) trusts; but optional for others.)
a Student Services 38,782,736
(Grants and allocations $ ) If this amount includes foreign grants, check here F
b Libraries 16,274,732
(Grants and allocations $ ) If this amount includes foreign grants, check here F-
c Public Service 1,095,504
(Grants and allocations $ ) If this amount includes foreign grants, check here F
d Instruction enrollment 1st semester 11,548 enrollment 2nd semester 10,898 157,107,631
(Grants and allocations $ 65,527,000) If this amount includes foreign grants, check here F-
e Auxiliary enterprises 33,649,453
(Grants and allocations $ ) If this amount includes foreign grants, check here 0- F
f Academic Support 35,656,669
(Grants and allocations $ ) If this amount includes foreign grants, check here F-
g Research 18,984,526
(Grants and allocations $ ) If this amount includes foreign grants, check here F Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:
(A) Name and address ( B) Title and average ( C) Compensation (D) Contributions to (E) Expense hours per week devoted ( If not paid, enter -0- employee benefit account and other to position .) plans & deferred allowances compensation plans
Robert A Wild SJ 19 President 0 PO Box 1881 40 0 M ilwaukee, WI 532011881
Madeline Wake 19 Vice President 294,000 2,774 160 PO Box 1881 40 0 M ilwaukee, WI 532011881
Gregory J KliebhanGs Treasurer 294,000 1,226 160 PO Box 1881 40 0 M ilwaukee, WI 532011881
John C LambQ9 Asst Treasurer 235,000 702 160 PO Box 1881 40 0 M ilwaukee, WI 532011881
Steven W FriederIg Secretary 65,420 14 134 PO Box 1881 40 0 M ilwaukee, WI 532011881
Cynthia M Bauer19 Asst Secretary 185,000 302 160 PO Box 1881 40 0 M ilwaukee, WI 532011881
Ned W Bechtold 19 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
John F Ferraro 19 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
Rev James P Flaherty SJ 19 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
Richard J Fotsch19 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881 Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:
(A) Name and address ( B) Title and average ( C) Compensation (D) Contributions to (E) Expense hours per week devoted ( If not paid, enter -0- employee benefit account and other to position .) plans & deferred allowances compensation plans
REV JAMES G GARTLAND SJS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
MARY E HENKE99 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
DARREN RJACKSONS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JAMES FJANZS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JEFFREY A JOERRESS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
EDWARD F KOSNIKS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
REV TIMOTHY R LANNON SJS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JOHN P LYNCHS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
REV DOUGLAS MARCOUILLER SJ DIRECTOR 0 95 0 PO Box 1881 M ilwaukee, WI 532011881
REV JAMES P MCDERMOTT sJ'g DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881 Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:
(A) Name and address ( B) Title and average ( C) Compensation ( D) Contributions to (E) Expense hours per week devoted ( If not paid, enter -0- employee benefit account and other to position .) plans & deferred allowances compensation plans
ULICE PAYNE Jrs DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
KRISTINE A RAPPES DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JOESEPH J RAUENHORSTS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
GLEN A RIVERS95 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JAMES A RUNDE95 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
MARY LADISH SELANDERGE DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
MARY ELLEN STANEK95 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
JOHN J STOLLENWERK99 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
CHARLES M SWOBODA 95 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
CHERRYLTTHOMAS 95 DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881 Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:
(A) Name and address ( B) Title and average ( C) Compensation ( D) Contributions to (E) Expense hours per week devoted ( If not paid, enter -0- employee benefit account and other to position .) plans & deferred allowances compensation plans
REV THOMAS H TO BIN 5J DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
RHONA VOGELS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
REV ROBERT A WILD SJ DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
CHARLES M WILLIAMS IRS DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881
ANNE A ZIZZO S DIRECTOR 0 PO Box 1881 0 M ilwaukee, WI 532011881 Form 990, Part VI, Line 80b - If "Yes", enter the name of the organization and whether it is exempt or nonexempt:
Name of the Organization Exempt Nonexempt
HILLTOP ENTERPRISES INC X
MARQUETTEE UNIVERSITY SERVICES COR X l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Cash Grants Paid Schedule
Name : Marquette University EIN: 39-0806251
Class of Activity Recipient' s name Address Amount Relationship Marquette University PO Box 1881 47,400,668 Milwaukee, WI 532011881 MARQUETTE UNIVERSITY PO BOX 1441 11,473,849 MILWAUKEE, WI 532011441 MARQUETTE UNIVERSITY PO BOX 1441 1,320,867 MILWAUKEE, WI 532011441 MARQUETTE UNIVERSITY PO BOX 1441 5,315,016 MILWAUKEE, WI 532011881 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Compensation Explanation
Name : Marquette University EIN: 39-0806251
Person Name Explanation
Robert A Wild SJ No compensation is paid to the individual, but to the Marquette Jesuit Association l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Compensation Explanation
Name : Marquette University EIN: 39-0806251
Person Name Explanation l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 DAFCashGrantsPaidSchedule
Name : Marquette University EIN: 39-0806251
Class of Activity Recipient's name Address Amount Relationship Marquette University PO Box 1881 12,550 Milwaukee, WI 532011881
MARQUETTE UNIVERSITY PO BOX 1881 4,050 MILWAUKEE, WI 532011881 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Investments - Other Schedule
Name : Marquette University EIN: 39-0806251
Description Book Value Cost/FMV REAL ESTATE HELD FOR INV. 357,000 CSV-LIFE INSURANCE 593,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Mortgages and Notes Payable Schedule
Name : Marquette University EIN: 39-0806251 Total Mortgage Amount : 885000
Item No. 1 Lender's Name NOTE PAYABLE Lender's Title Relationship to Insider Original Amount of Loan Balance Due 436000 Date of Note Maturity Date 2011-09 Repayment Terms Interest Rate 4.67 Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
Item No. 2 Lender ' s Name RESIDENCE HALLS NOTE PAYABLE Lender ' s Title Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date 2024-12 Repayment Terms Interest Rate 3.0 Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV Item No. 3 Lender ' s Name CAPITALIZED LEASE Lender ' s Title Relationship to Insider Original Amount of Loan Balance Due 449000 Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Assets Schedule
Name : Marquette University EIN: 39-0806251
Description Beginning of Year Amount End of Year Amount COLLATERAL HELD UNDER SEC. AGR 64,451,000 83,176,000 FUNDS HELD IN TRUST BY OTHERS 23,971,000 23,724,000 INVESTMENT IN SUBSIDIARY 8,960,000 3,498,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Changes in Net Assets Schedule
Name : Marquette University EIN: 39-0806251
Description Amount
UNREALIZED GAIN IN INVESTMENTS 29,152,058
CUMULATIVE EFFECT OF CHANGE IN ACC PRIN 589,000
OTHER NON OPERATING EXPENSES -1,183,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Expenses Included Schedule
Name : Marquette University EIN: 39-0806251
Description Amount GAIN IN SUBSIDIARY -112,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Expenses Not Included Schedule
Name : Marquette University EIN: 39-0806251
Description Amount TUITION DISCOUNTS, ROUNDING 65,528,744 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Investment Income Schedule
Name : Marquette University EIN: 39-0806251
Description Amount GAIN IN SUBSIDIARY 112,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Liabilities Schedule
Name : Marquette University EIN: 39-0806251
Description Beginning of Year Amount End of Year Amount PAYABLE-SECURITIES LENDING AGR 64,451,000 83,176,000 REFUNDABLE FEDERAL LOAN GRANTS 35,848,000 35,572,000 POSTRETIREMENT BENIFITS PAY 4,156,000 3,628,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Notes/Loans Receivable Short Schedule
Name : Marquette University EIN: 39-0806251
Category / Name Amount STUDENT LOANS/NOTES RECEIVABLE 41,188,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Revenues Included Schedule
Name : Marquette University EIN: 39-0806251
Description Amount TUITION DISCOUNTS AND -107,133,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Other Revenues Not Included Schedule
Name : Marquette University EIN: 39-0806251
Description Amount GAIN IN SUBSIDIARY 112,000 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Relationship Schedule
Name : Marquette University EIN: 39-0806251
Person Name / Business Title or Person Name 2 / Business Name Title or Role Relationship Name Role 2 2
JOHN J STOLLENWERK DIRECTOR OWNER OF MILW REAL ESTATE LLC
ANNEA ZIZZO DIRECTOR PRESIDENT OF ZIZZO GROUP INC l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Tax- Exempt Bond Liabilities Schedule
Name : Marquette University EIN: 39-0806251
Item No. 1 Name of Issue Purpose Revenue Bonds, Series 1998, MATURING THROUGH 2028 Amount Outstanding 68389000 Unexpeded Bond Proceeds Third Party Use Space Percentage Maturity Date 2028-12 Repayment Terms Fixed Interest Interest Rate 525 % Security
Item No. 2 Name of Issue Purpose Revenue Bonds, Series 2002B, MATURING THROUGH 2009 Amount Outstanding 20885000 Unexpeded Bond Proceeds Third Party Use Space Percentage Maturity Date 2009-12 Repayment Terms Varible Interest Interest Rate Security
Item No. 3 Name of Issue Purpose Revenue Bonds, Series 2002A, MATURING THROUGH 2032 Amount Outstanding 19275000 Unexpeded Bond Proceeds Third Party Use Space Percentage Maturity Date 2032-12 Repayment Terms Fixed Interest Interest Rate 485 % Security Item No. 4 Name of Issue Purpose RACM, Series 2002, MATURING THROUGH 2014 Amount Outstanding 15765000 Unexpeded Bond Proceeds Third Party Use Space Percentage Maturity Date 2014-12 Repayment Terms Fixed Interest Interest Rate 435 % Security l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Non Electing Public Charities Statement
Name : Marquette University EIN: 39-0806251 Statement: l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Explanation of Receipt or Revocation of Government Financial Aid
Name : Marquette University EIN: 39-0806251 Statement : MARQUETTE UNIVERSITY RECEIVES RESEARCH AND PROGRAM GRANTS FROM VARIOUS FEDERAL AGENCIES. l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Scholarship Award Statement
Name : Marquette University EIN: 39-0806251 Statement : MARQUETTE UNIVERSITY ADMINISTERS A NUMBER OF SCHOLARSHIP PROGRAMS THAT ARE SUPPORTED BY UNIVERSITY FUNDS. QUALIFICATIONS FOR SUCH SCHOLARSHIPS VARY DEPENDING UPON PROGRAM. SOME OF THE QUALIFICATIONS ARE AS FOLLOWS: A)FINANCIAL STATUS OF STUDENT AND/OR PARENTS B)ACADEMIC ACHIEVEMENT C)SCORES ON PARTICULAR ENTRANCE TESTS D)OTHER COMPETITIVE TESTING SUCH AID WILL VARY FROM PARTIAL TO FULL TUITION SUPPORT, INCLUDING SUBSISTENCE SUPPORT IN SOME CASES. THE UNIVERSITY ALSO ADMINISTERS CERTAIN FEDERALLY SUPPORTED PROGRAMS FOR STUDENTS. TRAINING PROGRAMS ARE NORMALLY LIMITED BY THE GRANTING AGENCY REGARDING THE ACADEMIC AREAS IN WHICH THE TRAINEESHIPS CAN BE AWARDED, AND IN CERTAIN INSTANCES, THE AWARD DEPENDS UPON THE INTENT OF THE STUDENT UPON GRADUATION. ACADEMIC STANDING IS ALSO CONSIDERED. OTHER GOVERNMENT PROGRAMS PROVIDE ASSISTANCE FOR MINORITIES WHO REQUIRE FINANCIAL AID IN PURSUIT OF THEIR EDUCATION. l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490156003198
TY 2006 Self Dealing Statement
Name : Marquette University EIN: 39-0806251
Line Number Explanation 2a Line Explanation Number 2c FURNISHING OF GOODS, SERVICES OR FACILITIES AS FOLLOWS: JOSEPH RAUENHORST CONSTRUCTION MARY ELLEN STANEK INVESTMENT PORTFOLIO MANAGEMENT JOHN BERGSTROM VEHICLE PURCHASES ANNE ZIZZO ADVERTISING AND PUBLIC RELATIONS CONSULTING JOHN STOLLENWERK REAL ESTATE Line Explanation Number 2d OFFICERS ARE COMPENSATED AS REPORTED IN PART V OF FORM 990. EXCEPT FOR THE PRESIDENT, HOWEVER, OFFICER COMPENSATION IS ATTRIBUTABLE TO STAFF STATUS NOT CORPORATE STATUS. EXPENSES ARE REIMBURSED ON THE BASIS OF VOUCHERS SUBMITTED TO THE CONTROLLERS OFFICE. TRUSTEES ARE NOT COMPENSATED, BUT ARE REIMBURSED FOR EXPENSES. 53 EO Exempt Organization Declaration and Signature for (` _ Kip 954,--,an F" r 84 Electronic Filing For calwtdar y a+' 2006, or tax year 3 lnnarp 1 2[fD$. an (+ttdtng • liftiS 3#4 < 2S^ 07_ r3ti^+ t a .[a,y^i^y^{ ^yW^ fLll 990, 990.4'F, 1 120^POL and 8888 f^NPQCii`RXt:O 1k2 TfRbS11.'S For Use With Ferns '590- , Mtca7^^f :7c^e^cW ;Urnir. P, Set) lfSL*uctIOn5 on bark tea^:e of axerr t o g^eizaeer i EmpEoyer 3dc nttttca5e nur+>r+er tte tl i,erslt 39 6%251
Type Of Return and Return Information {Whole Dollars Orly)
Check toe box or the return for whit#t yo2 are Easing this Form &453-EO ana enter the applicable amount from the tet Lirn :f any if you check the oax on no 4a, 2e, 30, 4a, or 5a below and the amount on that ling for the return for whtch you are tiling this form was bank, then leave II ne 'tb, 2b, SEA, 4b, or 5b, which?ever t5 applicable , aiank (that is, do riot enter -0-)l But, if you entered -0- o:t the return, then enter -0- on the appti ct t:3ir line betow. Do not complete more than f line in Part E. is Form 990 check here P ,[( b Total revenue, if any (Form f90. line 12) 1b 20 2 2a Form 990-EZ check here s b Total revenue, if any (Form 990-E7, line a) 2h 3a Form 1 1 20-POL check here ► 1..0 b Total tax (Form 1120-POL, Inc 22) 3b 4a Form 990-PF chic k }here r .0 Ib Tax based an irwestmertt income (Form.990-K, Part V;, line 5) 4b 5a Form 8868 check here )PEI b Rance due Form 8858, line 3c) 5b
Doolaratiort: of Officer
15 W1 f auttmnxe the U 8. 1 reasuiy an, its oesignatec F:nenc:ai Agent to fr:rtiare en AGI•f 31ecuer. c funds withdrawal (direct deb-Il entry W. the tinar.c a'I institution acco nt MC&CYted in me tax preparation ?software tat payment of the oraanizatior7's fede,ai Ia eo owed On tints rettom, aid th;^ tnaric,al :rtatttotran to ceart the antsy to this account, To revoke a payrrrost, E roust contact the U.S Trt,a5ttry F•naarc: a Agent at 1 -8r3tt-35 -4637 iso ;titer than 2 business i eyrs PT rot to the nay rnent (settfement) date k arse e uthrraac: the trnanic,iN tr:st'tut-ons fnvolved in the processing of the electronic paym r,t of to
^.. John C. Lamb Sign Here war bra w tz ^ifiCar rJ l t
Declaration of Electronic Recur Originator (ERO) and Paid Pre3arer isee i 39tn.icttons)
t declare that I have reviewed the above organizatio!n's return and that the entries on FCrnt 8453-FO are (w-n ipkrte and WJrceat to the best of rosy kino ledge. Ill am only a ca:aet:,or E am net responsible tai review.ng the return and only deciere ftff3t this Coati accurately refl cis the data on the return The orgarn,ratzon officer will Ewes signed this form before I submit the return i will give the officer a copy of a: norms and mforn torn to be r,led with the IRS, and have fs It w d all other raqu rerrtents In Publication 4206, Information for AatY:ori, r•1; iRS e-fiie Providers of Exempt Organization Filings if i era also the Peld Prec-er, under penalties of per:urr I der, are that I have a.(arT+•rteC trim above o rir^aa>;urt's return air acenpeny;rg schedules and statements, and to the Cast of my krio%la iqb and befit, they are true, nor tc. F.nd complete, Th,a Paic Preparer declaration is based on 01 3nformaron or which i have any ou*ui:eoge
^ fZ1f^ ^` cx%r ,r E;>sPCk 3 f ftl .s .ri$r4 tc F1:3+1 ^ Ff.3's ds,_ '51 1 _ c ?sell` r.lg}^ Q $ s, ^ , 3, r•: r«+^ '! 1080 gnat Q r emaf^yei j 0. 2.1tq se•^. rt ran tf s1:?-emp„3yeit-Lao 3 .^ O& I,1 + £. l3(uN %N AVENUE, W$U w, P4,e,x,1-----.•' i--- 004-4= Untie' pilltaties Cf p&eu , : decbre aril 1 nave er nonmed the a'3ave refurr2 Fill accow*iir FYO7Gash Address I City I State I ZIP 3M Unitek 80,337 2724 S Peck Rd Monrovia CA 91016-5097 A & A Manufacturing Company, Inc 81,000 PO Box 510847 New Berlin WI 53151-0847 Abbott Laboratories Fund 12,299 PO Box 8378 Princeton NJ 08543-8378 ABOTA of Wisconsin 5,000 P 0 Box 1999 Eau Claire WI 54702-1999 Accenture Foundation, Inc 5,024 161 N Clark St Chicago IL 60601-3206 Ad Tape and Label Company 25,000 W140N9504 Fountain Blvd Menomonee Falls WI 53051-1650 Advanced Care Smile Center Inc 10,000 528 N 1st St Iron River MI 49935 AGC Education and Research Foundation 5,000 10400 W Innovation Dr Ste 210 Milwaukee WI 53226-4840 Alfred J Buscheck Memorial Fund, Greater Milwaukee Foundation 20,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Allen-Edmonds Shoe Corporation 69,405 PO Box 998 Port Washington WI 53074-2504 Alvin and Marion Birnschein Foundation 28,200 111 E Wisconsin Ave Ste 1800 Milwaukee WI 53202-4809 American Dental Partners Foundation 37,640 201 Edgewater Dr Suite 285 Wakefield MA 01880-6216 American Orthodontics Corporation 27,346 1714 Cambridge Ave Sheboygan WI 53082-1048 American Transmission Company 6,600 N19W23993 Ridgeview Pkwy W Waukesha WI 53188-1000 Anonymous 3,072,229 1167 3rd St S Ste 202 Naples FL 34102-7037 Anonymous 1,043,998 15100 Kings Ridge Ct Brookfield WI 53005-3666 Anthem Blue Cross Blue Shield 5,000 PO Box 68086 Cincinnati OH 45206 Archdiocese of Milwaukee Supporting Fund 25,000 125 S 84th St Milwaukee WI 53214-1498 Archie and Viola Meinerz Family Foundation 45,000 622 N Water St Ste 500 Milwaukee WI 53202-4978 Argosy Foundation 150,200 555 East Wells St Ste 1650 Milwaukee WI 53202 Arthur J Schmitt Foundation 100,000 PO Box 520 Wilmette IL 60091-0520 Astra Tech, Inc 27,500 890 Winter St Waltham MA 02451 AT&T Foundation 24,357 175 E Houston St San Antonio TX 78205-2255 Attorney Thomas M Domer, Ph D 10,000 2422E Newton Ave Shorewood WI 53211-2618 Bergstrom Corporation 5,000 P 0 Box 1881 Milwaukee WI 53201 Best Buy Purchasing, LLC 10,000 PO Box 9331 Minneapolis MN 55440-9331 Bleck Engineering Company Inc 5,000 1375 N Western Ave Lake Forest IL 60045 Bleser Family Foundation 100,000 PO Box 328 Shawano WI 54166-0328 Boeing Company 15,000 1200 Wilson Blvd MC RS-00 Arlington VA 22209 Brasseler USA 20,000 1 Brasseler Blvd Savannah GA 31419-9576 Brett C Skarr, D D S 14,000 3215 Rolling Ridge Dr Waukesha WI 53188-1270 Broydrick & Associates 6,000 111 E Kilbourn Ave Ste 2060 Milwaukee WI 53202-6680 Burleigh Family Foundation 255,000 11213 E Bend Rd Union KY 41091-8171 Burlington Lumber Company 5,100 140 Front St Burlington WI 53105-2141 California Community Foundation 104,094 445 S Figueroa St Ste 3400 Los Angeles CA 90071-1638 Camille A Lonstorf Trust 5,000 777 E Wisconsin Ave Milwaukee WI 53202-5300 Cellene and Brian Byrne Fund, Greater Milwaukee Foundation 13,000 1020 N Broadway Milwaukee WI 53202-3157 Cisco Systems, Inc 80,222 170 W Tasman Dr San Jose CA 95134 Columbia Center 12,500 PO Box 364 Milwaukee WI 53201-0364 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Community Foundation for the Fox Valley Region 11,000 PO Box 563 Appleton WI 54912-0563 Community Foundation of Tampa Bay 5,000 4950 W Kennedy Boulevard Suite 250 Tampa FL 33609-1896 Complete Family Dentistry on Broadway 7,500 419 E Broadway Waukesha WI 53186 Construction Forms, Inc 10,000 777 Maritime Dr Port Washington WI 53074 Con-Way Inc 5,000 2855 Campus Dr Ste 300 San Mateo CA 94403 Crivello Carlson, S C 10,500 710 N Plankinton Ave Ste 500 Milwaukee WI 53203-2404 David A Straz, Jr Foundation 715,000 4401 W Kennedy Blvd Ste 150 Tampa FL 33609-2000 David C Scott Charitable Trust 5,000 1546 E Goodrich Ln Milwaukee WI 53217-2951 David C Scott Foundation Fund, Greater Milwaukee Foundation 19,130 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Deloitte Foundation 12,700 4022 Sells Dr Hermitage TN 37076-2903 Delta Dental of Wisconsin 760,600 PO Box 828 Stevens Point WI 54481-0828 Dental Health Associates, Ltd 11,100 2971 Chapel Valley Rd Madison WI 53711-7420 Direct Supply, Inc 40,000 6767 N Industrial Rd Milwaukee WI 53223-5815 Donald and Eleanor Massa Fund 8,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Donald J and Katherine R Duchow Fund, Greater Milwaukee Foundation 9,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Donor Unknown 9,837 P 0 Box 1881 Milwaukee WI 53201 Douglass Family Foundation 20,000 6201 Leesburg Pike Ste 405 Falls Church VA 22044-2201 Dow Chemical Company Foundation 6,392 P 0 Box 1881 Milwaukee WI 53201 Dow Jones Newspaper Fund Inc 5,000 P 0 Box 1881 Milwaukee WI 53201 Dr Alan N Kleinman 5,000 446 Carroll Canal Venice CA 90291 Dr Arthur C Moeller 7,000 6999 N Crestwood Dr Glendale WI 53209-2721 Dr Beatrice H Zedler 100,000 P O Box 1881 Milwaukee WI 53201 Dr Brian G Childs 10,000 15 Sabre Ln Naples FL 34102-7937 Dr C Hugh Hickey 26,500 260 Villa Ct Sister Bay WI 54234-9128 Dr Charles F Bohl 5,600 19125 Alta Vista Dr Brookfield WI 53045-4884 Dr Charles T Horngren 331,291 521 Memorial Way Stanford CA 94305-5015 Dr Craig W Byers 6,400 608 W Russet Ln Mequon WI 53092-6028 Dr Cyril E Smith Trust 40,500 PO Box 1046 Tiburon CA 94920 Dr Dannel Vernon Wielgus 15,000 3109 N Gothic Cir Green Bay WI 54313-4340 Dr Dean L Martinelli 10,000 3 Earling Ct Oconomowoc WI 53066-4031 Dr Donald Condit 6,148 2555 Frederick Dr SE Grand Rapids MI 49506-3105 Dr Ernest J Zmolek 10,000 1902 Hazel St Oshkosh WI 54901-2445 Dr George T Frommell 10,300 10545 N Gazebo Hill Pkwy Mequon WI 53092-5177 Dr Gerald F Harris 5,000 855 Hawks Ridge Rd Brookfield WI 53045-6642 Dr Harry J Heeb Foundation 10,000 200 S Orange Ave, SOAB 8th FI Orlando FL 32801 Dr Henry King Hong Kwan 28,384 37 Knob Hill Dr Summit NJ 07901-3024 Dr James A Englander 6,000 1707 N Prospect Ave Milwaukee WI 53202-1967 Dr James A Kassner 10,000 1364 Virginia Way La Jolla CA 92037-5232 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM arquette Universi FEIN 39-0806251 Schedule B June 30, 2007 FYO7Gash I Address State zI Dr James A Schelble 5,720 P O Box 1881 Milwaukee WI 532011 Dr James Michael Waltenberger 5,250 5948 Stefanie Way Caledonia WI 53108 Dr Joan M Bathon 5,000 36 E Melrose Ave Baltimore MD 21212 Dr John E Cordes 6,260 13050 W Bluemound Rd Unit 104 Elm Grove WI 53122-2658 Dr Joseph A Pavletich, Jr 8,004 2620 Woodbridge Rd Brookfield WI 53005-3642 Dr Joseph C Serletti 5,000 55 Garden St Garden City NY 11530-6324 Dr Joseph E Geenen 10,689 5964 Oakland Rd Nashotah WI 53058 Dr Joseph M Pawlowski 21,000 P O Box 1881 Milwaukee WI 53201 Dr Joseph R Stiglitz 9,690 230 E Golden Ln Oak Creek WI 53154-4508 Dr Kenneth H Katz 10,000 9801 Lake Shore Rd Newton WI 53063 Dr Kenneth W Gores 100,000 827 Lake St S Unit 207 Kirkland WA 98033-6480 Dr Louis T De Furio 5,004 4119 Pleasant Ln Racine WI 53405 Dr Mark Joseph Greulich 5,000 104 E Summit Ave Wales WI 53183-9724 Dr Mary A Brown 5,000 12310 W Godsell Ave Hales Corners WI 53130-1736 Dr Nancy R Noeske 6,328 6467 Upper Pkwy N Milwaukee WI 53213-2433 Dr Neil E Peterson 17,100 14320 Indian Ridge Dr Brookfield WI 53005-6450 Dr Norman E Hoffman 10,850 PO Box 32 Wales WI 53183-0032 Dr Patrick M Pralle 5,000 2999 Regent St Ste 601 Berkeley CA 94705-2151 Dr Paul C Copoulos 25,000 2130 Carrington Dr Brookfield WI 53045 Dr Paul J Oberbreckling 10,000 708 W McIntosh Ln 97N Mequon WI 53092-6025 Dr Paul T Niland 100,000 10156 SW 52nd Rd Gainesville FL 32608 Dr Philip S Burchill 230,490 2138 Micheltorena St Los Angeles CA 90039-3019 Dr Ralph A Pamenter 10,000 17535 W North Ave Brookfield WI 53045 Dr Richard A Komorowski 10,690 12033 W Ohio Ave West Allis WI 53227-3853 Dr Rita Ann Fagan 7,100 4474 N Murray Ave Shorewood WI 53211-1643 Dr Robert R Youngquist 5,000 255 Havenwood Dr Lake Geneva WI 53147-1917 Dr Robert Stephen Pavlic 17,055 15800 Sky Cliff Dr Brookfield WI 53005-2859 Dr Sanbo S Sakaguchi 106,000 16674 Demaret PI Granada Hills CA 91344-2618 Dr Scholl Foundation 10,000 1033 Skokie Blvd Ste 230 Northbrook IL 60062-4109 Dr Sheldon L Burchman 35,100 250 W Bergen Ct Milwaukee WI 53217-2301 Dublin Contractors, Inc 6,150 4675 N 124th St Butler WI 53007-2109 Elmer G Lehman, M D 17,500 3115 Wedgewood Dr Colgate WI 53017-9571 Engman-Taylor Company 10,000 P O Box 1881 Milwaukee WI 53201 Ernst & Young Foundation 14,730 787 7th Ave New York NY 10019-6018 Eugene Paul Kroeff, Ph D 5,451 12631 Timber Crest Bend Carmel IN 46033-8639 Evan and Marion Helfaer Foundation 105,000 PO Box 147 Elm Grove WI 53122-0147 Everett J Moen Family Trust 5,384 900 Wilson Dr Brookfield WI 53005-7249 ExxonMobil Foundation 28,700 5959 Las Colinas Blvd Irving TX 75039-4202 F J A Christiansen Roofing Company 15,000 PO Box 90350 Milwaukee WI 53209-0350 Federation of Defense and Corporate Counsel Foundation 10,000 11812A N 56th St Tampa FL 33617-1528 Fidelity Investments Charitable Gift Fund 154,095 82 Devonshire St Boston MA 02109-3605 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM arquette Universi FEIN 39-0806251 Schedule B June 30, 2007 FYO7Gash I Address State ZIP Fitch Scholarship Foundation 21,235 P O Box 1308 Milwaukee WI 53201-1308 Flanagan Family Foundation 7,755 200 E Randolph Dr Ste 6900 Chicago IL 60601 Fleck Foundation 50,000 16655 W Bluemound Rd Ste 290 Brookfield WI 53005-5935 Foley & Lardner LLP 8,309 777 E Wisconsin Ave Ste 3500 Milwaukee WI 53202-5313 Follett Higher Education Group 25,000 P 0 Box 1881 Milwaukee WI 53201 Forestadent USA 6,828 2301 Weldon Pky St Louis MO 63146 Fotsch Foundation 30,000 1545 Greenway Ter Elm Grove WI 53122-1612 Frank F Haack & Associates 10,000 2323 N Mayfair Rd Ste 600 Wauwatosa WI 53226-1507 Frank Rogers Bacon Fund, Greater Milwaukee Foundation 67,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 GOT Partners 8,700 7722 Geralayne Cir Wauwatosa WI 53213 GAC International, Inc 10,334 355 Knickerbocker Ave Bohemia NY 11716 GE Foundation 13,982 3135 Easton Tpke Fairfield CT 06828-0001 Gehring Family Foundation 5,000 4122 Mandan Cres Madison WI 53711-3008 George and Virginia Schneider Charitable Foundation 207,190 17634 NE Airport Way Portland OR 97230 Georgia State University 122,400 University Plaza Atlanta GA 30303 Gertrude and Eric Passmore Fund, Greater Milwaukee Foundation 6,690 1020 N Broadway Ste 112 Milwaukee WI 53202-3157 GlaxoSmithKline 20,500 200 North 16th St #200 Philadelphia PA 19102-1203 GlaxoSmithKline Foundation 15,100 FPO Philadelphia PA 19101-3681 Glenn Rieder Inc 18,000 3420 W Capitol Dr Milwaukee WI 53216 Godfrey & Kahn, S C 13,875 780 N Water St Milwaukee WI 53202-3512 Goizueta Foundation 1,000,000 4401 Northside Pkwy NW Atlanta GA 30327-5219 Goldammer Family Foundation 10,090 9091 Gibralter Bluff Rd Fish Creek WI 54212-9456 Gordon Henke Family Foundation 51,000 1500 S Ocean Blvd Unit 801 Boca Raton FL 33432-8524 Great Lakes Higher Education Guaranty Corp 82,606 2401 International Ln Madison WI 53707 H C Denison Company 16,000 618 N 7th St Sheboygan WI 53081-4524 H J Martin and Son 12,860 320 S Military Ave Green Bay WI 54307 Harley-Davidson Foundation 15,795 PO Box 653 Milwaukee WI 53208-2818 Heartland Charitable Trust 20,100 1398 Central Ave Dubuque IA 52001-5021 Heller Foundation 32,300 8555 W Forest Home Ave Ste 204 Greenfield WI 53228-3408 Henry Luce Foundation 76,080 51 Madison Ave 30th FI New York NY 10010 Herbert H Kohl Charities 201,450 825 N Jefferson St Ste 250 Milwaukee WI 53202-3731 Herdrich Charitable Trust 100,000 One South Greeley Ave Ste 3 Chappaqua NY 10514 Herman W Ladish Family Foundation 315,000 13255 W Bluemound Rd, Ste 201A Brookfield WI 53005-6245 Holt Family Foundation Limited 22,000 PO Box 88 Elm Grove WI 53122-0088 Howard L Willett Foundation 25,000 111 W Washington St Ste 1900 Chicago IL 60602-2713 Hunter Marine Corp 23,025 9332 SW 41st Ln Gainesville FL 32608 Hydrite Chemical Co 60,000 300 North Patrick Blvd Brookfield WI 53045-5831 Illinois Tool Works Foundation 6,000 3600 W Lake Ave Glenview Nas IL 60026-1215 International Business Machines Corporation 23,173 1 New Orchard Rd Armonk NY 10504-1783 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Intersport Television 10,000 20 W Kinzie St Ste 1600 Chicago IL 60610-6398 J F Shea Company, Inc 10,000 655 Brea Canyon Rd Walnut CA 91789 James P Verhalen Family Foundation 10,000 10 Pickerel Point Dr Stanhope NJ 07874-0186 Joan R Ricci Charitable Lead Trust 6,000 2416 Warburton Rd Charlotte NC 28211-3619 John H Wild Family Trust 8,000 135 S LaSalle St Chicago IL 60603-4105 John J Eisch, M D 8,000 212 Sheedy Rd Vestal NY 13850-5905 Johnson Controls Foundation 11,840 5757 N Green Bay Ave Milwaukee WI 53201-0591 Joseph and Vera Zilber Family Foundation 15,000 710 N Plankinton Ave Ste 1200 Milwaukee WI 53203-2418 Joseph F & Catherine M Bennett Family Foundation 5,000 10245 N Westport Cir Mequon WI 53092-5756 Judith Kochis Drinka 5,000 735 N Water St Ste 1110 Milwaukee WI 53202-4105 Kalmbach Publishing Company 43,000 P O Box 1612 Waukesha WI 53186-4055 Kathleen and Frank Thometz Charitable Foundation 35,577 8135 N Range Line Rd River Hills WI 53217-2043 KBS Construction, Inc 192,804 4125 Terminal Dr Ste 100 McFarland WI 53558-8700 Kensington Square Foundation 100,000 1418 N Lake Shore Dr Apt 9 Chicago IL 60610-1642 KI 8,080 PO Box 8200 Green Bay WI 54302-2119 Kimberly-Clark Foundation 201,100 PO Box 619100 Dallas TX 75261-9100 Koch Foundation 10,000 4421 NW 39th Ave Ste 1-1 Gainesville FL 32606-7211 Kohler Company 200,100 444 Highland Dr Kohler WI 53044-1515 Kohl's Corporation 11,000 N56W17000 Ridgewood Dr Menomonee Falls WI 53051-5660 Kopmeier Family Fund, Greater Milwaukee Foundation 10,000 8395 N Pelican Ln River Hills WI 53217 KPMG Foundation 12,025 3 Chestnut Rdg Rd Montvale NJ 07645-1842 L & S Foundation 7,000 P 0 Box 1881 Milwaukee WI 53201 Ladish Company Foundation 32,000 5481 S Packard Ave Cudahy WI 53110-2244 Lafferty Charitable Foundation 25,000 PO Box 2530 Concord NH 03302-2530 Leon J English, D D S 6,240 636 W Lake St Winona MN 55987-2501 Levy Foundation 5,000 N61 W6058 Columbia Rd Cedarburg WI 53012-2032 Levy Restaurant Limited Partnership 6,569 980 N Michigan Ave Chicago IL 60611 Liebler Family Foundation Inc 7,500 1099 Orchard Ridge Rd Bloomfield Hills MI 48304-2642 Liverpool Carting Company 6,000 5 Bruckner Blvd Bronx NY 10454-4411 Ludgardis S Marxer College Education Trust Fund 5,000 4895 Safari Ct S Eagan MN 55122-2618 Manpower Foundation 8,000 5301 N Ironwood Rd Milwaukee WI 53217 Margaret Pfeffer Trust 8,101 4743 N Cramer St Milwaukee WI 53211-1228 Marion Park Deaver and Harry Gilbert Deaver Foundation 50,000 31 Hedgebrook Way The Hills TX 78738-1319 Mark M Benson, M D 5,000 3211 N Dekoven Dr Oconomowoc WI 53066-4906 Mark Sellers Entrepreneurial Foundation Inc 5,000 W188 N11707 Maple Rd Germantown WI 53022 Mark T O'Meara, Jr, M D 7,500 652 S 8th Avenue West Bend WI 53095-3906 Mark Travel Corporation 11,700 8907 N Port Washington Rd Milwaukee WI 53217-1634 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Markos Foundation 27,980 PO Box 5507 Madison WI 53705-0507 Marquette Jesuit Associates 837,000 1404 W Wisconsin Ave Milwaukee WI 53233-2238 Marquette M Club 7 , 000 4523 W Beach Rd Oconomowoc WI 53066-4025 Marquette University Women's Club 15,000 P O Box 1881 Milwaukee WI 53201 Marquette Vending 11 , 200 12705 Robin Lane Brookfield WI 53005 Marshall & Ilsley Bank 6 , 000 770 N Water St Milwaukee WI 53202-3509 Marshall & Ilsley Foundation 11,600 770 N Water St Milwaukee WI 53202-3509 Mary Jo and Donald Layden , Jr Family Foundation 25,000 6300 Washington Cir Milwaukee WI 53213-2456 Maximillian C Kolinski Trust Fund 67,680 PO Box 3194 Milwaukee WI 53201-3194 McShane Construction Corporation 6,220 9550 W Higgins Rd Ste 200 Rosemont IL 60018-4906 Meehan Family Foundation 26,000 1473 E Goodrich Ln Fox Point WI 53217-2950 Megal Development Corporation 10,000 PO Box 18661 Milwaukee WI 53218-0661 Merrill Lynch 10,000 4 World Financial Center 5th Floor New York NY 10080 Metalstamp , Inc 5,000 24545 State Road 23 South Bend IN 46614-9388 MGS Mfg Group 11,305 W188 N11707 Maple Rd Germantown WI 53022 Miami Heat 20 , 000 601 Biscayne Blvd Miami FL 33132 Midwest Dental 20,000 680 Hehli Way Mondovi WI 54755 Milwaukee Jewish Federation , Inc 10,150 1360 N Prospect Ave Milwaukee WI 53202-3016 Milwaukee Journal Sentinel 5,000 333 W State St Milwaukee WI 53203-1305 Minnesota Mining and Manufacturing Foundation 12,680 3M Center Bldg 0225-01 S-23 Saint Paul MN 55144-1000 Miss Aileen Ryan 5,330 P 0 Box 1881 Milwaukee WI 53201 Miss Claire M Gauthier 150 , 000 P O Box 1881 Milwaukee WI 53201 Miss Elsie Barbara Verkuilen 35 , 496 P 0 Box 1881 Milwaukee WI 53201 Miss Ethel Pauline Leavens 12 , 500 P 0 Box 1881 Milwaukee WI 53201 Miss Jacqueline Theresa Bellizzi 1,016,014 P O Box 1881 Milwaukee WI 53201 Miss Mary A Beck 80 , 000 P 0 Box 1881 Milwaukee WI 53201 Moore Oil Company Foundation , Greater Milwaukee Foundation 15,000 1020 N Broadway Milwaukee WI 53202-3157 MPC Computers LLC 76, 392 906 E Karcher Rd Nampa ID 83687 Mr Allie Knoll 7 , 500 200 W Elm St Stratford WI 54484-0188 Mr Aly A EI-Ghatit 15,000 3411 N Hackett Ave Milwaukee WI 53211-2946 Mr Andrew Harwood 7 , 400 160 Lynnwood Ln Brookfield WI 53005-6133 Mr Andrew J Fleckenstein 900,000 N20W22133 North Ave Apt A Waukesha WI 53186-1114 Mr Anthony J Berndt 5,000 1490 Friess Lake Rd Hubertus WI 53033-9752 Mr Anthony V Weasler II 5 , 400 5861 S 18th Ave West Bend WI 53095-4403 Mr Arthur B Krause 5 , 000 8611 Reinhardt Lane Leawood KS 66206-1454 Mr Barry F Fleming 16 , 050 1649 Brighton Ct Northbrook IL 60062-5954 Mr Benjamin W Walsh 6 , 660 P 0 Box 1881 Milwaukee WI 53201 Mr Berns W Cook 23 , 000 11507 Gravelly Lake Dr SW Lakewood WA 98499 Mr Brendan J Rowen 5 , 250 3835 Charter Point Ct Brookfield WI 53045-2046 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr Brian C Brewer 5,100 W49 N669 Cedas Reserve Cir Cedarburg WI 53012 Mr Brian H James 11,796 10326 N Fontainbleau Ct Mequon WI 53092 Mr Brian R Olsson 5,100 N52W17310 Ridgewood Dr Menomonee Falls WI 53051-7848 Mr Bruno A Henke 7,700 2958 Bark Lake Rd Hubertus WI 53033-9691 Mr Bryan C Fischer 5,400 1321 E Wabash Ave Waukesha WI 53186-6824 Mr Carl James Abraham 31,149 P O Box 1881 Milwaukee WI 53201 Mr Charles J Deibele 10,000 20329 Rockville Rd Kiel WI 53042-3630 Mr Charles L Rushman 5,400 W331 N6040 Cty Rd C Nashotah WI 53058 Mr Charles M Noll 110,100 517 E Main St Waterford WI 53185-4428 Mr Charles M Swoboda 16,674 200 Grey Bridge Row Cary NC 27513-6026 Mr Charles Peter Sheehy 5,000 10401 Cherokee Rd Richmond VA 23235-1006 Mr Charles W McComis 51,727 P 0 Box 1881 Milwaukee WI 53201 Mr Christopher P Swain 5,800 10927 N Wyngate Trce Mequon WI 53092-5862 Mr Clifford J Huck 10,000 P O Box 1881 Milwaukee WI 53201 Mr Craig R Kasten 15,600 9100 W Hawthorne Rd Mequon WI 53097-1903 Mr Curtis Andrew Stang 8,900 125 Duane St Burlington WI 53105-1815 Mr Dale Edward Sevcik 25,500 5640 Camino Esmerado Rancho Santa Fe CA 92091 Mr Dan M Powers 11,518 575 W Crossroads Pkwy Bolingbrook IL 60440-4700 Mr Daniel A Tranchita 15,185 13472 West Wembly Ct New Berlin WI 53151 Mr Daniel E Nabke 5,000 4025 S Camrose Ave New Berlin WI 53151-5706 Mr Daniel F McKeithan, Jr 18,050 7975 N Range Line Rd River Hills WI 53217-2044 Mr Daniel J Fuss 1,500,859 44 Longfellow Rd Wellesley Hills MA 02481-5221 Mr Daniel K Donahue 20,000 1553 26th Ct NE Issaquah WA 98029 Mr Daniel R McCormick 5,404 1255 Church St Elm Grove WI 53122-1712 Mr Daniel S Real 95,832 6 Devon Ridge Ct Burr Ridge IL 60527-8377 Mr Darrell P Mieseler 10,582 1924 S Skyline Dr Minneapolis MN 55337-2932 Mr Darren R Jackson 12,338 290 Woodlawn Ave Saint Paul MN 55105-1237 Mr Daryl E Pilgreen 5,300 P 0 Box 1881 Milwaukee WI 53201 Mr Dave Braaten 10,000 14050 N Pine Bluff Rd Mequon WI 53097-1426 Mr David E Streator 5,400 15660 Luella Dr Brookfield WI 53005-3503 Mr David J Cannon 10,000 13600 Park Cir N Elm Grove WI 53122-2557 Mr David J Drury 5,000 17840 Versailles Ct Brookfield WI 53045-5026 Mr David J Sullivan, III 13,496 14 Oak Ridge Pk Westport CT 06880-4933 Mr David J Van Lieshout 5,000 122 E Main St Little Chute WI 54140-1806 Mr David L Walther 10,611 150 Washington Ave Ste 204 Santa Fe NM 87501-2066 Mr Dean C Laurance 45,000 5340 Whiting Ave Edina MN 55439-1256 Mr Dean P Laing 5,200 4545 Hewitts Point Rd Oconomowoc WI 53066-3314 Mr Dennis J Klein 119,250 2855 Meadowside Ct Brookfield WI 53005-3523 Mr Dennis J Long 11,600 4019 Shangri La Point Rd Oshkosh WI 54904-7025 Mr Dominic J Camden 6,004 104 N Adams St Hinsdale IL 60521-3124 Mr Donald A McGovern 7,500 1284 Estate Dr Los Altos CA 94024-6100 Mr Donald C Gancer 6,000 225 S Elmwood Ave Oak Park IL 60302-3221 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr Donald D Greek 5,000 8344 E Hillsdale Dr Orange CA 92869-2445 Mr Donald E Lewandowski 6,000 12231 S Coach Rd Palos Heights IL 60463-1225 Mr Donald G McNamara 5,000 2405 N Mill Rd Oconomowoc WI 53066-5018 Mr Donald J Mertz 29,562 1325 7th St S Apt 2A Naples FL 34102-7354 Mr Donald J Nestor 5,000 600 E Juniper Ln # 97N Mequon WI 53092-6225 Mr Donald W Layden, Jr 10,000 6300 Washington Cir Wauwatosa WI 53213-2456 Mr Earl L Winkelman 65,204 738 Elm Grove Rd Elm Grove WI 53122-2516 Mr Edward A Kovic 10,000 835 Shadow Lawn Dr Elm Grove WI 53122-2165 Mr Edward F Kosnik 10,000 9 Ashton Dr Greenwich CT 06831-3762 Mr Edward F Pepan 472,554 P 0 Box 1881 Milwaukee WI 53201 Mr Edward I Wanandi 5,100 430 Red Fox Ln Lake Forest IL 60045 Mr Edward L Cahill 5,341 775 High St Dedham MA 02026-4113 Mr Edward P Mooney 5,000 7038 N Beach Dr Fox Point WI 53217 Mr Eugene W Murphy, Jr 5,762 101 Woodsmuir Ct Palm Beach Gardens FL 33418-8020 Mr F Joseph Sensenbrenner 10,000 114 Limekiln Dr Neenah WI 54956-4274 Mr Felix J Veliath 100,132 5116 Skyline Dr Edina MN 55436-1354 Mr Frank J Daily 15,600 411 E Wisconsin Ave Ste 2040 Milwaukee WI 53202-4426 Mr Frank Lloyd Steeves 5,000 8000 W Florissant Ave St Louis MO 63136-8506 Mr Gary A Poliner 7,500 311 E Erie St Unit 219 Milwaukee WI 53202-6043 Mr Gary K Bettin 5,000 160 Attleboro PI Mooresville NC 28117 Mr Gary K Coates, P E 8,145 19895 Independence Dr Brookfield WI 53045-5310 Mr George H Huber, Jr 12,933 17 Forest Gate Cir Oak Brook IL 60523-2129 Mr George J Gaspar 10,161 11444 N Shorecliff Ln Mequon WI 53092-3524 Mr George J Winandy 30,500 317 E Valley Lane Arlington Heights IL 60004 Mr George R Faller 25,000 P 0 Box 1881 Milwaukee WI 53201 Mr Gerald J O'Rourke 508,830 P 0 Box 1881 Milwaukee WI 53201 Mr Gerald M Jaskulski 145,224 P O Box 1881 Milwaukee WI 53201 Mr Glenn Anton Rivers 5,000 5 Isle Of Sicily Winter Park FL 32789-1505 Mr Gordon J Comerford 15,000 P O Box 1881 Milwaukee WI 53201 Mr Gregory P Archambault 5,000 719 Winding TrI Oneida WI 54155-9171 Mr Harlan W Drake 10,000 10251 W York Ct Wauwatosa WI 53222-2369 Mr J Michael Lauer 40,470 1330 Greenway Ter Elm Grove WI 53122-1607 Mr J William Diederich 1,400,000 P 0 Box 1881 Milwaukee WI 53201 Mr James A McShane 2,525,800 150 Thornapple Ln Bannockburn IL 60015-1542 Mr James A Spella 10,790 1129 Timberline Dr West Bend WI 53095-4553 Mr James Allen Mezera 23,040 15460 Santa Maria Dr Brookfield WI 53005-3679 Mr James D Devine 8,333 1030 W Higgins Rd Ste 360 Park Ridge IL 60068 Mr James David McArdle 5,004 4324 S Adams Ave Milwaukee WI 53207-5034 Mr James F Hartman 103,235 4731 Bonita Bay Blvd Bonita Springs FL 34134-6723 Mr James F Janz 12,950 710 N Plankinton Ave, 12th FI Milwaukee WI 53203 Mr James F McKenna, Jr 10,600 PO Box 2212 Brookfield WI 53008-2212 Mr James F Russ, Sr 9,000 1441 Coral Berry Ln Downers Grove IL 60515-1335 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr James H Kaster 15,000 4508 Dupont Ave S Minneapolis MN 55419-4741 Mr James H Keyes 35,000 1522 N Prospect Ave Unit 1802 Milwaukee WI 53202-6524 Mr James H Wheeler, Jr 196,355 7175 Gulf of Mexico Dr, Coquina 12 Longboat Key FL 34228 Mr James Holtz 5,000 3540 W Bonni Well Rd Mequon WI 53097 Mr James J Jacobson 17,500 1170 Terrace Dr Elm Grove WI 53122-2038 Mr James J McDonough 25,000 1501 N State Pkwy Apt 21 D Chicago IL 60610-1676 Mr James K Heller 32,652 8375 N Range Line Rd River Hills WI 53217-2041 Mr James M Meier 58,365 1633 N Prospect Ave Unit 11 B Milwaukee WI 53202-2779 Mr James M Schneider 20,000 21 Hedge Ln Austin TX 78746-3208 Mr James M Weiss 11,745 13 Wright Farm Concord MA 01742-1528 Mr James R Imhoff, Jr 15,000 5250 E Terrace Dr Ste I Madison WI 53718 Mr James T Goodman 6,393 P 0 Box 1881 Milwaukee WI 53201 Mr James V Herzog 228,496 P 0 Box 1881 Milwaukee WI 53201 Mr Jay B Kaun 6,656 N86W27235 Perennial Ter Hartland WI 53029-8456 Mr Jay E Schwister 20,600 14655 Juneau Blvd Elm Grove WI 53122-1669 Mr Jeffrey A Joerres 5,000 10295 N Range Line Ct Mequon WI 53092-5346 Mr Jeffrey P Austin 5,000 1389 Cedar Creek Pkwy Grafton WI 53024-9685 Mr Jeffrey R Pakula 5,000 4184 N Clarendon Ave Unit 3N Chicago IL 60613-2227 Mr Jerome J Bushman 10,942 12086 Colliers Reserve Dr Naples FL 34110-0908 Mr Jerome M Janzer 8,865 1000 N Water St Ste 2100 Milwaukee WI 53202-3197 Mr Joel J Andryc 25,995 7315 Rutherford Hill Dr West Hills CA 91307-5204 Mr John A Becker 40,300 13223 Pond Apple Dr E Naples FL 34119 Mr John A Ernster 5,000 348 Tara Dr Troy MI 48085-3120 Mr John A Fiorenza 8,170 N19W26702-A Milkweed Ln Pewaukee WI 53072-5477 Mr John A Graber 5,200 N12W29905 Southampton Ct Waukesha WI 53188-9308 Mr John A Leonard 50,000 1367 Shire Cir Inverness IL 60067 Mr John A Mehan 30,365 5420 N Diversey Blvd Whitefish Bay WI 53217-5165 Mr John B Gardetto 5,000 P 0 Box 1881 Milwaukee WI 53201 Mr John C Kennedy III 5,000 4436 Broadmoor SE Kentwood MI 49512 Mr John C Schaefer 30,697 130 Stonewall Beach Ln Mooresville NC 28117-6706 Mr John D Santi 6,886 2141 S 70th St West Allis WI 53219-1365 Mr John E McCullough 25,000 10801 E Happy Valley Rd # 22 Scottsdale AZ 85255-8171 Mr John F Kerske 5,000 2021 Kenwood Dr E Maplewood MN 55117-2224 Mr John Francis Ferraro 7,500 5 Times Square New York NY 10036-6530 Mr John G Kilker 50,257 123 Acacia Cir Apt 608 Indianhead Park IL 60525-9098 Mr John J Stollenwerk 21,075 10941 N Range Line Rd Mequon WI 53092-4927 Mr John Jacobs 10,338 1015 Shore Dr Twin Lakes WI 53181-8914 Mr John K Wilson 9,900 18680 Capone Ct Brookfield WI 53045-5625 Mr John Lerch 8,000 N88W23310 N Lisbon Rd Sussex WI 53089-1221 Mr John M Fedders 15,090 5116 Warren PI NW Washington DC 20016-4372 Mr John M Kucharski 25,000 38 Decatur Ln Wayland MA 01778-2107 Mr John P Golinvaux 13,186 6868 Wellington Ct Bettendorf IA 52722-9700 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr John P Lynch 10,000 439 Sheridan Road Kenilworth IL 60043-1220 Mr John P Madden 102,000 P O Box 1881 Milwaukee WI 53201 Mr John P Scotellaro 5,000 106 Broadway Ave Wilmette IL 60091-3463 Mr John R Christoph 5,520 5455 La Sierra Dr Apt 703 Dallas TX 75231-4116 Mr John R Dunn 5,145 15955 Luella Dr Brookfield WI 53005-3504 Mr John R Lemon, Jr 10,000 PO Box 968 Forney TX 75126-0968 Mr John T Brennan 10,200 239 S Scoville Ave Oak Park IL 60302-3219 Mr John W Steiner 10,320 232 Little Harbour Ln Naples FL 34102 Mr Jon A Cyganiak 21,580 10321 N Range Line Rd # 27W Mequon WI 53092-5438 Mr Joseph A Rock 5,370 777 East Wisconsin Ave Milwaukee WI 53202-5337 Mr Joseph C Streator 5,400 W160N9013 Madison Ave Menomonee Falls WI 53051-2159 Mr Joseph F Schoendorf, Jr 5,000 840 Spyglass Ln Naples FL 34102-7731 Mr Joseph John Carpenter 5,000 12 Beach Park Cir Pewaukee WI 53072 Mr Joseph P Hartl 7,050 11522 Swinford Ln Mokena IL 60448-9271 Mr Keith G Myers 7,490 513 Pebble Beach PI Fullerton CA 92835-2727 Mr Kenneth D Heller 7,000 2112 Adeline Dr Burlingame CA 94010-5504 Mr Kenneth L Streit 10,400 S64W24830 Susan Street Waukesha WI 53189-9342 Mr Kevin L Frisinger 115,050 N17W30687 Woodland Hill Dr Delafield WI 53018-2137 Mr Kevin Thomas O'Malley 30,728 10632 Water Lily Ln Woodbury MN 55129 Mr Kurt E Widmann 5,200 393 Castle Cove Way Hartford WI 53027-8509 Mr Larry B Brueggeman 5,048 1555 N RiverCenter Dr Ste 202 Milwaukee WI 53212 Mr Lawrence J Fehring 6,370 638 N 79th St Wauwatosa WI 53213-3463 Mr Lawrence M Kean 10,300 2105 N 90th St Wauwatosa WI 53226-2703 Mr Lawrence Paul Austin 7,500 PO Box 1900 Walworth WI 53184-1900 Mr Lawrence T Kortendick 6,570 W57N767 Hawthorne Ave Cedarburg WI 53012-1454 Mr Lee H Kummer 7,787 3300 Lindbergh Dr Manitowoc WI 54220-3634 Mr Lee J Laur 5,300 1531 N 69th St Wauwatosa WI 53213-2811 Mr Leo C Gray 5,000 19160 Inndale Ct Lakeville MN 55044 Mr Leo J Zoeller 5,710 W72N400 Mulberry Ave Cedarburg WI 53012-2273 Mr Leslie A Blum 9,101 1108 Sunset Ct Grafton WI 53024-1624 Mr Louis A Maier III 201,500 9862 N Range Line Rd Mequon WI 53092-5606 Mr Louis J Andrew, Jr 12,940 39 S Marr St Fond du Lac WI 54935 Mr Louis J Rutigliano 13,912 8171 Bay Colony Dr Apt 602 Naples FL 34108-7563 Mr Lowell L Turriff 8,000 19296 Newhouse Ct Saratoga CA 95070-4043 Mr Marcus Anthony Lemonis 52,000 690 Ridge Rd Lake Forest IL 60045 Mr Mark G FitzGerald 5,000 220 E Chowning Sq Mequon WI 53092-6203 Mr Mark L Thomsen 50,000 2217 E Kenilworth PI Milwaukee WI 53202-1328 Mr Mark Reinemann 5,000 W300N1668 Timberbrook Rd Pewaukee WI 53072 Mr Mark Richard Hogan 5,000 2510 N 90th St Wauwatosa WI 53226-1812 Mr Mark V Lavin 10,425 16268 California St Omaha NE 68118-2508 Mr Martin A McDevitt, Jr 10,980 1 Arcadia Ct Galena IL 61036-8672 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr Marvin Haesle 63,800 2638 N Harding Blvd Milwaukee WI 53226 Mr Marvin R Swentkofske 7,775 1070 Upper Ridge Way Elm Grove WI 53122-2166 Mr Michael C Mulica 10,000 2878 Sheridan PI Evanston IL 60201-1726 Mr Michael Derdzinski 10,000 1215 Woodside Ln Elm Grove WI 53122-1978 Mr Michael G Ansay 28,990 603 Kara Ln Grafton WI 53024-9563 Mr Michael G Felber 5,200 6063 N Lydell Ave Whitefish Bay WI 53217-4523 Mr Michael J Grzesiak 7,580 N70W14861 Terrace Dr Menomonee Falls WI 53051-5078 Mr Michael J Jassak 5,100 13235 W Burleigh Rd Apt 4 Brookfield WI 53005 Mr Michael J Ketter 5,000 425 Arrowhead Dr Green Bay WI 54301-2635 Mr Michael J Spector 10,345 2114 E Kensington Blvd Shorewood WI 53211-1223 Mr Michael J Thelen 5,200 7837 Mary Ellen PI Wauwatosa WI 53213-3468 Mr Michael J Wallace 10,500 945 Melvin Rd Annapolis MD 21403-1315 Mr Michael John Quartana 6,758 13500 Sunbury Rd New Berlin WI 53151-8757 Mr Michael P Sucharda 7,361 1 Ironwood Ct Racine WI 53402-2867 Mr Michael Robert Yelovich 33,100 5033 Woodland Ave Western Springs IL 60558-1829 Mr Michael T Goforth 15,000 PO Box 1302 Brookfield WI 53008-1302 Mr Michael T Welch 5,000 919 Campfire Dr Sun Prairie WI 53590-2401 Mr Michael Terrence Timmis 15,000 2950 Fort Charles Dr Naples FL 34102-7921 Mr Michael Thomas Crowley, Sr 5,250 3916 N Oakland Ave Apt 316 Shorewood WI 53211-2272 Mr Nelson Goodman 14,956 P O Box 1881 Milwaukee WI 53201 Mr Owen John Sullivan 5,000 8113 W Wisconsin Ave Wauwatosa WI 53213-3347 Mr Patrick J Carlin 7,200 11513 Midlavian Dr Raleigh NC 27614-6950 Mr Patrick J McGartland 5,000 2810 East Bradford Milwaukee WI 53211 Mr Patrick M Lloyd 10,049 PO Box 700 Burlington WI 53105-0700 Mr Patrick M Ryan 5,000 P 0 Box 1881 Milwaukee WI 53201 Mr Patrick McCanna 7,300 30531 Cedar Dr Burlington WI 53105-7727 Mr Patrick O'Shonessy Dunphy 8,240 1522 N Prospect Ave Unit 1804 Milwaukee WI 53202-6524 Mr Patrick S Lawton 16,200 34605 Springbank Rd Oconomowoc WI 53066-4045 Mr Paul A Petitjean 10,870 805 Talon Trail Brookfield WI 53045-6661 Mr Paul J Burbach, Sr 5,000 2645 N Mayfair Rd Ste 130 Wauwatosa WI 53226-1304 Mr Paul J Scoptur 13,229 2517 N 100th St Wauwatosa WI 53226-1641 Mr Paul M Buege 6,500 N74W15378 Stoneridge Dr Menomonee Falls WI 53051-4579 Mr Paul Robert Schlagenhauf 5,000 2326 W Saint Paul St Milwaukee WI 53201 Mr Peter C Farrow 5,000 18731 64th Ave Chippewa Falls WI 54729-6421 Mr Peter J Wright 20,000 2001 North 15th Ave Melrose Park IL 60160 Mr Peter Paul Bell 174,490 1120 Longmeadow Ln Lake Forest IL 60045-1569 Mr Philip J Tobin 14,966 38763 N Oakcrest Lane Wadsworth IL 60083-9557 Mr Ralph F Mommaerts 8,000 101 Cedar Ridge Dr Apt N328 West Bend WI 53095-8804 Mr Ralph 0 Amsden 148,912 P O Box 1881 Milwaukee WI 53201 Mr Ramesh C Kapur 5,000 714 S Hills Dr Plymouth WI 53073-4063 Mr Ray Arndt 5,340 2370 Woodmore Ln Brookfield WI 53045 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr Raymond A Eckstein 5,000 350 S Ocean Blvd Apt 7A Boca Raton FL 33432-6210 Mr Raymond D Nass 7,600 411 Greenbriar Ave Park Ridge Stevens Point WI 54481 Mr Reynolds R Challoner 10,211 6055 Sunset Shores Road Luxemburg WI 54217-9100 Mr Richard E Grainger, Jr 5,000 10532 W Rae Ave Milwaukee WI 53225-3232 Mr Richard J Fotsch 60,070 1245 Orchard Ln Elm Grove WI 53122-1675 Mr Richard J Ring 10,600 P 0 Box 1881 Milwaukee WI 53201 Mr Richard J Schoenecker 9,333 7439 Harwood Ave Ste 303 Milwaukee WI 53213-2666 Mr Richard M McDermott 9,763 1926 Ewing Ave Charlotte NC 28203-5767 Mr Robert A Johnson 10,000 11443 N Shorecliff Ln Mequon WI 53092-3523 Mr Robert A Schneider 18,000 5050 S Magellan Dr New Berlin WI 53151-7635 Mr Robert C Schrimpf 18,495 916 Montclair Dr Racine WI 53402-3436 Mr Robert E Burris 5,000 2959 W Gulf Dr Unit 104 Sanibel FL 33957-5723 Mr Robert G Deuster 5,000 25 Cherry Hills Dr Coto De Caza CA 92679-4746 Mr Robert G Leonard 59,315 373 Brookside Rd Darien CT 06820-2206 Mr Robert H Huffman, III 10,000 635 Glenayre Dr Glenview IL 60025-4408 Mr Robert J Berdan 5,100 5100 W Radcliffe Dr Brown Deer WI 53223-1641 Mr Robert J Bonner 5,000 5269 N Sterling Heights PI Tucson AZ 85749 Mr Robert J Fieweger 100,000 P O Box 1881 Milwaukee WI 53201 Mr Robert J Girsch 6,204 2708 Duffy Ln Long Beach IN 46360-1512 Mr Robert J Werner 5,000 210 Bleyer Dr Sheboygan WI 53081-8712 Mr Robert John Mahoney 10,000 873 Glenbard Rd Glen Ellyn IL 60137-6472 Mr Robert L Kemp 1,100,000 1330 Monument St Concord MA 01742-5322 Mr Robert M Bordeman 5,000 811 W Hickory St Hinsdale IL 60521-3039 Mr Robert R Werner 100,050 W4834 Swan Acre Dr Cecil WI 54111-9413 Mr Robert Reinhart 5,000 1415 Cass St La Crosse WI 54601 Mr Robert S Cowen 5,000 9617 N Juniper Cir Mequon WI 53092-6215 Mr Robert T Brehm 5,000 1675 Pheasant Trail Palatine IL 60067-4667 Mr Robert T Monday 14,235 16150 Tarrytown Rd Brookfield WI 53005-2867 Mr Ronald J Creten 7,100 1623 N Astor St Milwaukee WI 53202-2107 Mr Scott A Roberts 26,000 1680 Lowell Ln Lake Forest IL 60045-3784 Mr Scott Mathew Meinerz 5,200 7500 Hillcrest Dr Wauwatosa WI 53213-2228 Mr Scott W Kilrea 20,918 910 Golf Ln Wheaton IL 60187-6335 Mr Stanley J Andrie 112,000 30 Goat Island PI Sheldon SC 29941-3027 Mr Stephen W Kleinmaier 10,300 325 Cheyenne TrI Madison WI 53705-4702 Mr Steve Kailas 5,000 729 Grand Avenue Thiensville WI 53092-1437 Mr Steve Martenet 10,000 N17W24340 Riverwood Dr Waukesha WI 53188 Mr Steven Edward Madsen 10,000 201 W 70th # 95 New York NY 10023 Mr Steven F Stratman 5,500 7446 N 124th St Omaha NE 68142-1678 Mr Steven John Reinke 10,000 621 S Sleight St Naperville IL 60540-6626 Mr Steven P Jandernoa 6,000 3728 N Racine Chicago IL 60613 Mr Steven R Michels 25,000 2607 Western Ave Apt 1205 Seattle WA 98121-1386 Mr Terrence M Maloney 6,900 12940 Walnut Rd Elm Grove WI 53122-1826 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mr Thaddeus L Knap 5,152 1429 Woodacre Dr McLean VA 22101-2533 Mr Theodore C Rogers 5,000 7 W 81st Street Apt -20A New York NY 10024-6049 Mr Thomas Andrew Fotsch 10,038 20985 Carrington Dr Brookfield WI 53045-1823 Mr Thomas C McGowan 10,000 2643 W Lake Van Ness Circle Fresno CA 93711-7024 Mr Thomas F Schmid 7,528 1061 E Circle Dr Whitefish Bay WI 53217-5364 Mr Thomas M Fink 10,000 16845 Vanderbilt St Brookfield WI 53005-2777 Mr Thomas P Stilp 5,100 16250 Fernwood Ln Brookfield WI 53005-3264 Mr Thomas R Packee 5,150 4523 W Beach Rd Oconomowoc WI 53066-4025 Mr Thomas Richard Osowski 5,200 7704 Maple Ridge Ct Franklin WI 53132-9198 Mr Thomas S Plichta 5,690 N22W28698 Louis Ave Pewaukee WI 53072-5025 Mr Timothy J Haggerty 11,615 9320 Michigan Ave Sturtevant WI 53177-2425 Mr Timothy J Keane 21,008 2701 Zastrow Rd Hartland WI 53029-9346 Mr Timothy M Bultman 49,575 115 N 87th St Wauwatosa WI 53226-4609 Mr Timothy William Brady 7,500 860 Talon Ct Brookfield WI 53045-6644 Mr Todd Edmund Wiench 5,100 1610 Crater Ln Los Angeles CA 90077-3134 Mr Todd R Nicklaus 5,350 8306 Southridge Dr Rothschild WI 54474-1379 Mr Walter F Schmidt 5,710 W346N5608 Lake Dr Oconomowoc WI 53066-2520 Mr Wayne A Robins 6,200 1800 Gough St Apt 5 San Francisco CA 94109-3305 Mr William A Klug 5,000 N2426 Cherry Rd Rubicon WI 53078-9617 Mr William A Shiel 9,211 566 Willow Rd Winnetka IL 60093-4138 Mr William C Fannin 5,000 P 0 Box 1881 Milwaukee WI 53201 Mr William C Klapper, Jr 11,500 S63W13326 Windsor Rd Muskego WI 53150-2840 Mr William E Greenwood 10,034 40 Wyck Hill Ln Westlake TX 76262-8554 Mr William G Jage 5,000 W339N5069 Township Rd 0 Nashotah WI 53058-9628 Mr William G Pickart 10,000 10507 N River Lake Dr Mequon WI 53092-4864 Mr William H Peltier 5,604 6474 E Oberlin Way Scottsdale AZ 85262-6785 Mr William J Carney 10,600 8107 Warren Ave Wauwatosa WI 53213-2121 Mr William J Schroeder 10,500 96 Mount Vernon Ln Atherton CA 94027-3037 Mr William Johnson 5,000 742 Elm Grove Rd Elm Grove WI 53122 Mr William K Downey 25,000 1035 Moorings Dr Arlington Heights IL 60005 Mr William M Stonestreet, Jr 42,475 P 0 Box 1881 Milwaukee WI 53201 Mr William P Cherek 117,469 199 S County Rd Y Hatley WI 54440-9358 Mr William P Heckel, Sr 12,500 432 Partridge Cir Sarasota FL 34236-1912 Mr William T Keenan, III 10,000 4833 W 94th St Bloomington MN 55437-3701 Mrs Amy Gonring Fotsch 9,000 1245 Orchard Ln Elm Grove WI 53122-1675 Mrs Arleen I Koenigs 20,000 W136N7707 N Hills Dr Menomonee Falls WI 53051-4446 Mrs Audrey Mertz 5,000 1325 7th St S Apt 2A Naples FL 34102-7354 Mrs Beatrice Menne Haggerty 10,151 P O Box 1881 Milwaukee WI 53201 Mrs Bernice Young Tierney 11,000 662 N 78th Street Wauwatosa WI 53213-3461 Mrs Betty Merkel 5,000 3712 Bismarck Cir Sheboygan WI 53083-2653 Mrs Bonny A Becker 10,000 13223 Pond Apple Dr E Naples FL 34119 Mrs Bridget M Moen 20,425 980 Wilson Dr Brookfield WI 53005-7249 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mrs Carol B Gabriel 5,000 P 0 Box 1881 Milwaukee WI 53201 Mrs Carol Goeckermann 10,000 19640 Barrett Ct Brookfield WI 53045-2216 Mrs Carole D Jarich 5,211 S72W30691 Kettle Ridge Mukwonago WI 53149 Mrs Catherine Schmidt Duffy 8,000 2160 Michelle Dr Brookfield WI 53045-5023 Mrs Catherine Welsh Shaw 5,300 6917 N Barnett Ln Fox Point WI 53217-3604 Mrs Cecilia F Dencker 35,000 3261 N 96th St Milwaukee WI 53222-3403 Mrs Cheryl Renard Schwab 5,000 1553 Colvard Farms Rd Durham NC 27713-7069 Mrs Christine Hoyer Ciborowski 5,000 19630 Chaparral Drive Brookfield WI 53045-4151 Mrs Debra Kutz Sauvage 10,000 1138 22nd Avenue E Seattle WA 98112-3517 Mrs Dena Levihn 10,000 P O Box 1881 Milwaukee WI 53201 Mrs Dianne L Henke 10,185 W283N3366 Lakeside Rd Pewaukee WI 53072-3332 Mrs Dorothy A Delsman 279,564 P 0 Box 1881 Milwaukee WI 53201 Mrs Dorothy H Schlueter 47,500 4560 S Whitnall Ave Saint Francis WI 53235 Mrs Elaine S Burke 5,300 6183 Shore Acres Rd Hartland WI 53029 Mrs Eleanor F Werra 7,760 14180 Providence Ln Brookfield WI 53005-7930 Mrs Elenore Hamilton Mack 10,000 34600 Bartlett Rd Oconomowoc WI 53066-4902 Mrs Elizabeth Biwer Miller 10,000 9789 NE Murden Cove Dr Bainbridge Island WA 98110-1332 Mrs Elizabeth Boland 102,613 1930 N Menomonee River Pkwy Wauwatosa WI 53226-2801 Mrs Elizabeth M Kranzush 10,000 26 Almendra Ln Hot Springs Village AR 71909-3714 Mrs Esther Schoofs 74,320 10200 W Bluemound Rd Wauwatosa WI 53226-4347 Mrs Geraldine A Braun 7,582 W4285 The Lindens Lake Geneva WI 53147-3912 Mrs Helen D Vasilius 15,000 PO Box 65807 Tucson AZ 85728-5807 Mrs lone Rose Backus 6,520 N22W24239 B Range Line Rd Pewaukee WI 53072-6428 Mrs Jackie Ennis Lewis 44,000 301 Constitution Ave NE Washington DC 20002-5921 Mrs Jacqueline Hanson Dee 5,000 2774 N Grant Boulevard Milwaukee WI 53210-2422 Mrs James H Wheeler 71,000 7175 Gulf of Mexico Dr, Coquina 12 Longboat Key FL 34228 Mrs Janice W Fleckenstein 65,400 N20W22133 North Ave Apt A Waukesha WI 53186-1114 Mrs Jean S Wielgus 14,605 1909 E Gothic Cir Green Bay WI 54313-4349 Mrs Jerome E Kozlowski 15,387 15493 Monte Vista Dr Saratoga CA 95070-6216 Mrs Joan H Heating 5,000 2809 Valley Ridge Drive Richardson TX 75080-1849 Mrs Joyce M Gonring 10,900 2788 Ridge Rd Kewaskum WI 53040-9220 Mrs Judith Starck Bultman 5,439 7504 W Wisconsin Ave Wauwatosa WI 53213-3514 Mrs Julia Blackman Girsch 5,000 2708 Duffy Ln Long Beach IN 46360-1512 Mrs Julie Moegenburg O'Halloran 5,000 9700 N Lake Dr Bayside WI 53217-6102 Mrs Kathleen Niebler Redmond 20,000 W305N1517 Silverwood Ln Delafield WI 53018-2140 Mrs Kathryn Westfahl 5,000 13300 Elmhurst Pkwy Elm Grove WI 53122-1743 Mrs Lorraine S Hannon 5,000 7006 Westbury Rd McLean VA 22101-5043 Mrs Margaret C Eschen 12,000 1401 N Polk Apt 117 Moscow ID 83843 Mrs Margaret Murphy 37,861 P 0 Box 1881 Milwaukee WI 53201 Mrs Man-Jo Kastenbauer Batchelor 5,400 12850 Lee Ct Elm Grove WI 53122-1442 Mrs Marlene Becker Esser 10,000 19550 Summerhill Ct Brookfield WI 53045-5127 Mrs Mary Ann Martinelli 5,000 3 Earling Ct Oconomowoc WI 53066-4031 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Mrs Mary Besser May 5,000 123 Valley Dr Greenwich CT 06831-5208 Mrs Mary C Corcoran 10,693 5327 N Idlewild Ave Whitefish Bay WI 53217-5330 Mrs Mary E Henke 9,675 1219 North Jackson St Unit 307 Milwaukee WI 53202-2649 Mrs Mary J Ognar 10,000 35440 Pabst Rd Oconomowoc WI 53066-4517 Mrs Mary Jane Haugh 5,000 P 0 Box 1881 Milwaukee WI 53201 Mrs Mary Jean Rumer 11,333 3008 Calvert Ct Camarillo CA 93012 Mrs Mary Ladish Selander 6,000 20 E Cedar St Apt 8B Chicago IL 60611-5111 Mrs Mary Murphy Quirke 5,000 702 Washington Ave Wilmette IL 60091-1972 Mrs Mercedes H Hughes 9,806 3024 E 6th St # B Tucson AZ 85728-5239 Mrs Patricia Fleming Huffman 5,000 635 Glenayre Dr Glenview IL 60025-4408 Mrs Patricia Hayes 5,100 1412 Fargo Blvd Geneva IL 60134 Mrs Patricia L Patterson 5,250 892 Bay Rdg Dr Holland MI 49424-6492 Mrs Patricia W Purcell 20,000 825 S Washington St Hinsdale IL 60521-4530 Mrs Ramona Henke 10,700 2958 Bark Lake Rd Hubertus WI 53033-9691 Mrs Rose E Bagozzi 6,120 10101 W Wisconsin Ave Apt 1123 Wauwatosa WI 53226-4814 Mrs Rosemary Hewlett 25,000 83 Euclid Ave Atherton CA 94027-5402 Mrs Sandra Suesens Sachse 5,700 2428 N 3rd St Sheboygan WI 53083-5005 Mrs Sandy Pavlic 5,250 15800 Sky Cliff Dr Brookfield WI 53005-2859 Mrs Sheila Murphy Hulseman 5,500 920 Hill Rd Winnetka IL 60093-3919 Mrs Sheila Wright 10,000 452 E 4th St Hinsdale IL 6052-1 Mrs Susan Brooks Murphy 5,125 11249 Lake Forest Dr Chesterland OH 44026-1334 Mrs Susan Mueller Murray 10,700 5114 Regents Park Rd Rockford IL 61107-5068 Mrs Suzanne Trapp Meyer 5,000 19 Crestland Rd Indian Creek IL 60061-2207 Mrs Valerie Wilson Reed 5,000 989 Taft Rd Hinsdale IL 60521 Mrs Vickie Higgins Covelli 5,300 W55N830 Cedar Ridge Dr Cedarburg WI 53012-1518 Mrs Wendy Kasten 20,900 9100 W Hawthorne Rd Mequon WI 53097-1903 Mrs Xiaomei Huang 5,000 430 South Avenue Glencoe IL 60022-1606 Ms Ann F Weizenegger 15,798 P O Box 1881 Milwaukee WI 53201 Ms Anne A Zizzo 5,200 W144N9759 Elmwood Dr Germantown WI 53022 Ms B Ann Mallinger 38,762 P 0 Box 1881 Milwaukee WI 53201 Ms Barbara Weeks Thompson 13,250 2000 Windham Ct Waukesha WI 53186-1210 Ms Brooke Joclyn Bohmann 5,000 4825 S Forest Ridge Dr New Berlin WI 53151 Ms Cherryl T Thomas 7,250 33 N Dearborn St Ste 1720 Chicago IL 60602-4075 Ms Deborah A Beck 7,613 9078 N Range Line Rd River Hills WI 53217-1010 Ms Joanne K Topham 7,164 258 Country Club Dr Prospect Heights IL 60070-2579 Ms Judith A Keyes 5,305 825 N Prospect Ave # 1902 Milwaukee WI 53202 Ms Julie J Flessas 10,000 2128 W Columbia Ct Mequon WI 53092-5647 Ms Karen M Kindel 5,110 N65 W30955 Beaver Lake Rd Hartland WI 53029 Ms Kathleen A Gavin 10,000 1559 Winchester Ave Glendale CA 91201-1219 Ms Kathleen M Lohmann 10,000 6506 Milwaukee Ave Wauwatosa WI 53213-2408 Ms Margaret L Peirce 200,000 P 0 Box 1881 Milwaukee WI 53201 Ms Margaret Loebl 25,688 2108 Strand Dr Champaign IL 61822-3517 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Ms Mary Ellen Cyrier 7,350 10702 N Fairway Cir Mequon WI 53092-5106 Ms Mary Ellen Stanek 20,591 14730 Juneau Blvd Elm Grove WI 53122-1670 Ms Mary L Meixner 9,645 P 0 Box 1881 Milwaukee WI 53201 Ms Mary Panek 25,624 7042 Dunloe Ct NE Belmont MI 49306 Ms Marybeth Anzich Mahoney 5,000 2650 Gulf Shore Blvd N, Apt 504 Naples FL 34103-4373 Ms Maureen A Wright 5,450 1140 Filbert St San Francisco CA 94109-1712 Ms Natalie Ann Black 15,000 9934 Weeks Ln Oostburg WI 53070-1937 Ms Pamela Ann McNamara 5,000 732 N Lombard Ave Oak Park IL 60302-1722 Ms Sharon S Rinaldi 11,000 924 W Eula Ct Glendale WI 53209-6506 Ms Suzanne L Ratkowski 18,663 9107 Holly Springs Ct Louisville KY 40242-3706 National Philanthropic Trust 10,500 165 Township Line Rd Ste 150 Jenkintown PA 19046 NCHM Charities 17,000 622 N Water St Ste 200 Milwaukee WI 53202 Nelligan Sports Marketing 15,136 150 Clove Rd Little Falls NJ 07424 Nicolet National Bank 10,000 111 N Washington St Green Bay WI 54301 North Florida Hematology & Oncology Associates 5,000 1801 Barrs St Ste 800 Jacksonville FL 32204-4751 Northwestern Mutual Foundation 90,948 720 E Wisconsin Ave Milwaukee WI 53202-4703 Occu-Sport Services Inc 5,000 420 Summit Dr Lockport IL 60441 Opus Prize Foundation 5,000 1167 3rd St S Ste 102 Naples FL 34102-7037 ORMCO Orthodontics 23,791 1717 W Collins Ave Orange CA 92867 Oshkosh Truck Corporation 5,000 2307 Oregon St Oshkosh WI 54902-2566 Paraclete Fund, Greater Milwaukee Foundation 5,000 1020 N Broadway Milwaukee WI 53202-3157 Patrick Cudahy Fund III, Greater Milwaukee Foundation 5,000 1020 N Broadway Milwaukee WI 53202-3157 Patrick J and Marilyn W O'Neill Foundation 5,000 2589 Berkshire Rd Cleveland OH 44106-3362 Payne and Dolan, Inc 52,440 PO Box 781 Waukesha WI 53187-0781 Pepsi Americas 57,843 2255 S 162nd St New Berlin WI 53151 Pfizer Foundation Matching Gifts Program 34,150 PO Box 2072 Princeton NJ 08543-2072 Piranha Promotions Inc 17,998 1275 E Wisconsin Ave Ste A Pewaukee WI 53072-3701 PricewaterhouseCoopers LLP 55,100 300 Madison Ave 24th Floor New York NY 10017 Principal Financial Group Foundation 5,600 711 High St Des Moines IA 50392-0001 Print World Ltd 9,744 1518 W Wells St Milwaukee WI 53233-1716 PTK Sales, LLC 5,717 1134 Whittier Ln Oconomowoc WI 53066-4372 Quaker Oats Company 15,000 P O Box 1881 Milwaukee WI 53201 Quarles & Brady LLP 10,037 411 E Wisconsin Ave Milwaukee WI 53202-4461 R A Smith & Associates, Inc 20,200 16745 W Bluemound Rd Brookfield WI 53005-5938 Rev Dennis Michael Andrews 50,000 P 0 Box 1881 Milwaukee WI 53201 Robert and Martha Trussell Family Foundation 25,000 501 Silverside Rd Ste 123 Wilmington DE 19809 Robert G and Evarista Hammond Scholarship Fund, Greater Milwaukee Foundation 22,500 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Robert T Rolfs Foundation 150,000 817 Crestview Dr West Bend WI 53095-4625 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM arquette Universi FEIN 39-0806251 Schedule B June 30, 2007 FYO7Gash I Address State ZIP Robert W Baird & Company Foundation 14,250 777 E Wisconsin Ave Milwaukee WI 53202-5300 Roland G BaIg Charitable Trust 27,446 231 S LaSalle St Chicago IL 60697 Rose A Monaghan Charitable Trust 37,000 17100 W North Ave Brookfield WI 53005-4436 Ryan, Kromholz & Manion, SC 6,515 3360 Gateway Rd Brookfield WI 53045 SABMiller 7,617 3939 W Highland Blvd Milwaukee WI 53208-2816 Sally and Terry Rynne Charitable Foundation 125,000 566 Lincoln Ave Unit 3B Winnetka IL 60093-2354 Schoenauer Family Foundation 17,375 1217A Milwaukee St Delafield WI 53018-1630 Schwab Fund for Charitable Giving 23,850 101 Montgomery St San Francisco CA 94104-4122 SEC Group, Inc 46,140 4500 Prime Pkwy McHenry IL 60050-2136 Seeds of Faith, Inc 110,000 PO Box 197 Hartland WI 53029-0197 Shriners Hospitals for Children 125,506 2211 N Oak Park Ave Chicago IL 60707-3361 Sodexho Campus Services, Inc 25,000 13555 Bishops Ct Ste 250 Brookfield WI 53005-6224 Square D Foundation 7,200 1415 S Roselle Rd Palatine IL 60067-7337 St Clare's Oxford 18,388 139 Banbury Rd Oxford OX2 7AL Stackner Family Foundation 10,000 PO Box 597 Hartland WI 53029-0597 Staff Electric Company, Inc 11,104 PO Box 917 Butler WI 53007-0917 Stephen Patrick Delahunt, M D 5,045 929 N Astor St Unit 2002 Milwaukee WI 53202-3488 Stollenwerk Family Foundation 11,000 10941 N Range Line Rd Mequon WI 53092-4927 T Family Investment Limited Partnership 25,000 1709 32nd Ave Kenosha WI 53144 T R Delebo, M D 5,000 290 Currey Ln Sausalito CA 94965-1809 Teuteberg Inc 5,000 2959 N 112th St Wauwatosa WI 53222-4202 Texas Instruments Foundation 5,300 7839 Churchill Way MS 8656 Dallas TX 75266-0199 The Honorable David A Straz, Jr 10,000 4401 W Kennedy Blvd Ste 150 Tampa FL 33609-2000 The Honorable John L Coffey 5,000 4626 N Lake Dr Whitefish Bay WI 53211-1254 The Honorable Leah M Lampone 5,100 9516 W Brookside Dr Greenfield WI 53228-3516 The Honorable Thomas J Curran 10,370 3804 N Lake Dr Shorewood WI 53211-2446 Theodore Eckert Foundation 10,000 5757 W Howard St Niles IL 60714-4012 Thomas and Yvonne McCollow Fund 7,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 Thomas J Rolfs Foundation 75,000 PO Box 70 Nashotah WI 53058-0070 Thomas R and Constance C Ferguson Foundation 15,000 2870 E Valley Rd Santa Barbara CA 93108-1612 Todd Wehr Foundation 151,734 555 E Wells St Suite 1900 Milwaukee WI 53202 Total Comfort of Wisconsin, Inc 5,000 W234N2830 Paul Rd Pewaukee WI 53072-5731 Tri-Marq Communications Inc 28,595 233 N Water St Ste 305 Milwaukee WI 53202 U S Oil/Schmidt Family Foundation 10,000 425 S Washington St Combined Locks WI 54113-1049 US Bank 101,107 777 E Wisconsin Ave Milwaukee WI 53202-5300 Vanguard Charitable Endowment Program 12,000 PO Box 3075 Southeastern PA 19398-3075 Verizon Foundation 6,425 2 Dundee Park Ste 101 Andover MA 01810 Virginia and Joseph Mallof Family Fund, Greater Milwaukee Foundation 5,000 1020 N Broadway Milwaukee WI 53202-3157 Vogel Consulting Group, S C 10,000 3415 Gateway Rd Brookfield WI 53045-5166 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM Marquette University FEIN 39-0806251 Schedule B June 30, 2007 Name FYO7Gash Address city State ZIP Wachovia Foundation Matching Gifts Program 8,287 PO Box 3542 Princeton NJ 08543-3542 Walter F Neuschafer Charitable Lead Annuity Trust 7,057 4650 W Spencer St Appleton WI 54914-9106 Walter J and Clara Charlotte Damm Fund 8,000 1020 N Broadway Ste 211 Milwaukee WI 53202-3157 WDA Professional Services, Inc 5,000 6737 W Washington St Ste 2360 West Allis WI 53214 WE Energies 10,357 231 W Michigan St Milwaukee WI 53203-2918 Wells Fargo Foundation 10,445 P 0 Box 1881 Milwaukee WI 53201 Weyers Family Foundation 5,000 PO Box 12057 Green Bay WI 54307-2057 Whyte Hirshboeck Dudek Charitable Fund 15,000 1020 N Broadway Milwaukee WI 53202-3157 William A and Paul A Ketterer Foundation 52,000 N9649 County Rd E Mukwonago WI 53149-1869 William G McGowan Charitable Fund, Inc 18,000 212 N Sangamon St Ste 1 D Chicago IL 60607 Wisconsin Dental Foundation 10,000 6737 W Washington St Ste 2360 West Allis WI 53214 Wisconsin Energy Corporation Foundation 15,777 231 W Michigan St Rm P423 Milwaukee WI 53203-0001 Wisconsin Society of Orthodontists 5,000 330 E Lakeside St Madison WI 53701 Zeman Family Foundation 20,000 4472 Wellington Dr Long Grove IL 60047-6901 Ziegler Investment Services Group 5,000 250 E Wisconsin Ave Milwaukee WI 53202 DW Copy of Sch B-2 (2) As Sch b 5/14/2008 9 48 PM