This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $810,186 | $458,936 | $63,500 | $784,461 | $703,861 |
| FY2023 | 990 | $322,414 | $372,370 | $25,000 | $465,018 | $352,611 |
| FY2022 | 990 | $382,748 | $331,477 | $57,000 | $543,813 | $402,567 |
| FY2021 | 990 | $257,307 | $247,560 | $0 | $374,162 | $351,297 |
| FY2020 | 990 | $230,487 | $162,849 | $0 | $354,112 | $341,550 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| WISCONSIN MEDICAL SOCIETY FOUNDATIONMADISON, WI | DONATION TO DONOR ADVISED FUND | $63,500 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sue Ertl | BOARD CHAIR (THRU JUNE) | 1.00 | $0 |
| Tim Docter Md | DIRECTOR/MEDICAL DIRECTOR | 6.00 | $0 |
| Dan Schmidt | BOARD TREASURER | 4.00 | $0 |
| Julie Bran | DIRECTOR (THRU JUNE) |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| DONATION TO DONOR ADVISED FUND |
| $57,000 |
| 2022 |
| WISCONSIN MEDICAL SOCIETY FOUNDATIONMADISON, WI | DONATION TO DONOR ADVISED FUND | $25,000 | 2023 |
| 8.00 |
| $0 |
| Catherine Lee Md | DIRECTOR | 1.00 | $0 |
| Rosie Perez | DIRECTOR | 1.00 | $0 |
| Maryann Sumi Jd | DIRECTOR (THRU JUNE) | 2.00 | $0 |
| Rudy Jackson Dnp | DIRECTOR (THRU JUNE) | 1.00 | $0 |
| Mary Landry Md | DIRECTOR | 1.00 | $0 |
| Douglas Dulli Md | DIRECTOR | 1.00 | $0 |
| Joanne Mccann Rn | DIRECTOR (THRU SEPT) | 1.00 | $0 |
| Anthony Dix | BOARD CHAIR (BEG JUNE) | 3.00 | $0 |
| Margie Moeller Jd | DIRECTOR | 2.00 | $0 |
| Peter Christman | DIRECTOR | 1.00 | $0 |
| Thomas Ludwig | DIRECTOR | 1.00 | $0 |
| Anne Mork | DIRECTOR | 1.00 | $0 |
| Scott Rippe | DIRECTOR (JUNE-NOV) | 3.00 | $0 |
| Sheila Olk Martin | EXECUTIVE DIRECTOR | 28.00 | $90,207 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202412889349301831
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202343199349305949
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202212109349300601
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202102939349301665
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201911919349301161
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.