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 · FY2025
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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $78,378,897 | $37,276,559 | $1,311,424 | $81,240,978 | $74,030,145 |
| FY2024 | 990 | $33,569,331 | $32,259,175 | $1,519,557 | $88,421,400 | $32,373,831 |
| FY2023 | 990 | $26,189,437 | $28,100,888 | $1,394,317 | $87,077,299 | $30,344,791 |
| FY2022 | 990 | $31,260,275 | $28,634,578 | $1,587,229 | $39,159,232 | $32,479,959 |
| FY2021 | 990 | $29,381,681 | $27,481,598 | $1,654,902 | $37,239,954 | $30,135,019 |
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
Where recipients are
Based on the 17% 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 |
|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - MADISONMADISON, WI | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | $1,587,229 | 2022 | |
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 |
|---|---|---|---|
| Erik Iverson | TRUSTEE | 4.00 | $15,000 |
| Brad Schwartz | CEO/TRUSTEE | 40.00 | $541,397 |
| John Burris | TRUSTEE | 2.00 | $15,000 |
| Harvey Cohen | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| TO SUPPORT ONGOING RESEARCH AND EDUCATION. |
| $1,554,902 |
| 2021 |
| UNIVERSITY OF WISCONSIN - MADISONMADISON, WI | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | $1,519,557 | 2024 |
| UNIVERSITY OF WISCONSIN - MADISONMADISON, WI | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | $1,394,317 | 2023 |
| UNIVERSITY OF WISCONSIN - MADISONMADISON, WI | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | $1,311,424 | 2025 |
| WISCONSIN ALUMNI RESEARCH FOUNDATIONMADISON, WI | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | $100,000 | 2021 |
| 2.00 |
| $15,000 |
| James Dahlberg | TRUSTEE | 2.00 | $15,000 |
| John Durant | TRUSTEE | 2.00 | $6,000 |
| Gregg Fergus | TRUSTEE | 2.00 | $10,000 |
| Jacquelyn Fredrick | TRUSTEE/CHAIR | 2.00 | $15,000 |
| Tess Morgridge Gardner | TRUSTEE | 2.00 | $15,000 |
| Eric Morgridge | TRUSTEE | 2.00 | $15,000 |
| John Morgridge | TRUSTEE | 2.00 | $0 |
| Tashia Morgridge | TRUSTEE | 2.00 | $0 |
| John Neis | TRUSTEE | 2.00 | $15,000 |
| Thomas Pyle Jr | TRUSTEE | 2.00 | $10,000 |
| Fred Robertson | TRUSTEE/VICE CHAIR | 2.00 | $0 |
| Winslow L Sargeant | TRUSTEE | 2.00 | $15,000 |
| Kathi Stanek | CFO/COO/TREASURER | 40.00 | $353,448 |
| Brian Mattmiller | CHIEF COMMUNICATIONS OFF./SECRETARY | 40.00 | $227,516 |
| William Swisher Jr | CHIEF DEVELOPMENT OFFICER | 40.00 | $303,350 |
| Randy Bartels | DIRECTOR OF HUMAN RESOURCES | 40.00 | $367,241 |
| Doug Eklund | CONTROLLER | 40.00 | $191,075 |
| Melissa Skala | LEAD INVESTIGATOR | 40.00 | $297,345 |
| Ronald Stewart | ASSOCIATE DIRECTOR - BIOINFORMATICS | 40.00 | $209,349 |
| Paul Ahlquist | LEAD INVESTIGATOR | 40.00 | $230,118 |
| Deborah Keller | FORMER TRUSTEE | 0.00 | $10,000 |
| Patricia Lipton | FORMER TRUSTEE | 0.00 | $10,000 |
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 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202423199349308112
Form 990 · FY2023 · period ending Jun 30, 2023
Filing id 202303199349311780
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202213159349302731
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202123199349308602
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201903199349305300
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201911149349301311
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201712999349301061
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201613059349300996
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.