Public charity
MADISON, WIEIN
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 | $84,878,840 | $24,669,808 | $22,397,263 | $597,585,881 | $574,691,428 |
| FY2024 | 990 | $44,197,120 | $21,840,912 | $19,798,141 | $520,497,197 | $495,192,273 |
| FY2023 | 990 | $254,947 | $16,523,025 | $14,597,802 | $474,107,649 | $450,431,742 |
| FY2022 | 990 | $36,336,859 | $16,372,047 | $13,692,465 | $447,011,596 | $425,362,294 |
| FY2021 | 990 | $74,942,129 | $15,451,836 | $12,971,706 | $491,309,219 | $470,983,974 |
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 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 |
|---|---|---|---|---|
| MORGRIDGE INSTITUTE FOR RESEARCH INCMADISON, WI | TO SUPPORT ONGOING RESEARCH & EDUCATION | $22,397,263 | 2025 | |
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 |
|---|---|---|---|
| Brad Schwartz | CEO/TRUSTEE | 0.25 | $0 |
| John Burris | TRUSTEE | 0.25 | $0 |
| Harvey Cohen | TRUSTEE | 0.25 | $0 |
| James Dahlberg | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| MORGRIDGE INSTITUTE FOR RESEARCH INCMADISON, WI |
| TO SUPPORT ONGOING RESEARCH & EDUCATION |
| $19,798,141 |
| 2024 |
| MORGRIDGE INSTITUTE FOR RESEARCH INCMADISON, WI | TO SUPPORT ONGOING RESEARCH & EDUCATION | $14,597,802 | 2023 |
| MORGRIDGE INSTITUTE FOR RESEARCH INCMADISON, WI | TO SUPPORT ONGOING RESEARCH & EDUCATION | $13,692,465 | 2022 |
| MORGRIDGE INSTITUTE FOR RESEARCH INCMADISON, WI | TO SUPPORT ONGOING RESEARCH & EDUCATION | $12,971,706 | 2021 |
| 0.25 |
| $0 |
| John Durant | TRUSTEE | 0.25 | $0 |
| Gregg Fergus | TRUSTEE | 0.25 | $0 |
| Jacquelyn Fredrick | TRUSTEE/CHAIR | 0.25 | $0 |
| Erik Iverson | TRUSTEE | 0.25 | $0 |
| Winslow L Sargeant | TRUSTEE | 0.25 | $0 |
| Tess Morgridge Gardner | TRUSTEE | 0.25 | $0 |
| Eric Morgridge | TRUSTEE | 0.25 | $0 |
| John Morgridge | TRUSTEE | 0.25 | $0 |
| Tashia Morgridge | TRUSTEE | 0.25 | $0 |
| John Neis | TRUSTEE | 0.25 | $0 |
| Thomas Pyle Jr | TRUSTEE | 0.25 | $0 |
| Fred Robertson | TRUSTEE/VICE CHAIR | 0.25 | $0 |
| Kathi Stanek | CFO/COO/TREASURER | 0.25 | $0 |
| Brian Mattmiller | CHIEF COMMUNICATIONS OFF./SECRETARY | 0.25 | $0 |
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 202423199349308107
Form 990 · FY2023 · period ending Jun 30, 2023
Filing id 202313199349315606
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202203159349303080
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202143199349306699
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201923199349304247
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201931149349300438
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.