Medical Society of Milwaukee Foundation is a private foundation focused on Health, based in KIMBERLY, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $213K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $1K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$213K
+8.8% YoY
Revenue
$3K
+23.0% YoY
Qualifying Distributions
$1K
Expenses
$3K
+4.2% YoY
Under IRS private-foundation payout rules, Medical Society of Milwaukee Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About Medical Society of Milwaukee Foundation
Based on IRS filings
Medical Society of Milwaukee Foundation is a private foundation focused on Health, based in KIMBERLY, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $213K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $1K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $213,030 | $195,877 | $183,724 |
| Revenue | $3,339 | $2,714 | $298 |
| Expenses | $3,101 | $2,977 | $3,177 |
| Qualifying Distributions | $1,223 | — | — |
| Net Investment Income | $1,461 | — | — |
| Distributable Amount | $10,139 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC OSTERMANN | EXECUTIVE DIRECTOR | 5 | — |
| ROB RIEPENHOFF MD | PRESIDENT | 1 | — |
| WILLIAM CALAWERTS MD | DIRECTOR-AT-LARGE | 1 | — |
| CAROLINE PACE MD | DIRECTOR-AT-LARGE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Medical Society of Milwaukee Foundation?
Medical Society of Milwaukee Foundation is a private foundation focused on Health, based in KIMBERLY, WI. It holds $213K in total assets as of 2024.
How large is Medical Society of Milwaukee Foundation?
As of 2024, Medical Society of Milwaukee Foundation holds $213K in total assets with $3K in annual revenue.
How much is Medical Society of Milwaukee Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Medical Society of Milwaukee Foundation reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Medical Society of Milwaukee Foundation's EIN?
Medical Society of Milwaukee Foundation's EIN (Employer Identification Number) is 20-4483516. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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