Our mission is to improve human health by conducting, enabling and translating innovative, interdisciplinary biomedical research in partnership with the university of Wisconsin-madison and others, by leveraging our collective strength in research and education.our vision is to solve major challenges to human health by serving as an interdisciplinary research center and collaborative hub that enables investigators to address and answer fundamental biomedical questions.we envision using our private status and streamlined organizational structure to respond nimbly to emerging opportunities. In partnership with an outstanding public research university we will synergistically enhance our collective strengths.through community engagement we will promote better understanding of the health benefits of biomedical research.
Key facts about The Morgridge Institute for Research Inc
In short: The Morgridge Institute for Research Inc gave $1.3M across 1 grant in 2025 (avg $1.3M), mostly in Wisconsin. Source: 2025 IRS Form 990.
- EIN
- 20-8325570
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $1,311,424
- Grants made (2025)
- 1
- Average grant
- $1,311,424
- Median grant
- $1,311,424
- Total assets
- $81,240,978
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$81.2M
-8.1% YoY
Annual Giving
$1.3M
-13.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.3M
-13.7% YoY
How The Morgridge Institute for Research Inc gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
From the foundation's IRS Form 990 filings. Methodology.
About The Morgridge Institute for Research Inc
Based on IRS filings
The Morgridge Institute for Research Inc is a public charity focused on Health, based in Madison, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $81.2M in total assets. In 2025, it awarded 1 grant totaling $1.3M. Net investment income was $15K.
Focus Areas
Open Grants
2 open opportunities from The Morgridge Institute for Research Inc
Morgridge Fellows Program
The Morgridge Institute for Research Inc
Amount
Varies
Deadline
Deadline not published
NSF CAREER Award (Faculty Early Career Development Award)
The Morgridge Institute for Research Inc
Amount
Approximately $900,000 over five years
Deadline
Deadline not published
Ready to take the next step with The Morgridge Institute for Research Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1.3M (2025) to $1.7M (2021). In 2025 it made 1 grant totaling $1.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Wisconsin - Madison ($1.3M).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 6 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Wisconsin - Madison Madison, WI | To Support Ongoing Research and Education. | $1,311,424 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $81,240,978 | $88,421,400 | $87,077,299 |
| Revenue | $78,378,897 | $33,569,331 | $26,189,437 |
| Expenses | $37,276,559 | $32,259,175 | $28,100,888 |
| Net Investment Income | $15,451 | $-183,099 | $-123,698 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
The Morgridge Institute for Research Inc is led by Brad Schwartz, CEO & Trustee on every filing since 2021; 23 of 26 officers listed in 2025 are compensated.
Officers on the 2025 filing
Brad Schwartz
CEO & Trustee
On filings since 2021
40 hrs/week
$461K (2021) → $541K (2025)
Jacquelyn Fredrick
Trustee & Chair
Trustee → Trustee & Chair, 2023
On filings since 2021
2 hrs/week
$15K (2021) → $15K (2025)
Erik Iverson
Trustee
On filings since 2021
4 hrs/week
$15K (2021) → $15K (2025)
Harvey Cohen
Trustee
On filings since 2021
2 hrs/week
$15K (2021) → $15K (2025)
James Dahlberg
Trustee
On filings since 2021
2 hrs/week
$15K (2021) → $15K (2025)
John Burris
Trustee
On filings since 2021
2 hrs/week
$15K (2022) → $15K (2025)
John Neis
Trustee
On filings since 2021
2 hrs/week
$10K (2021) → $15K (2025)
Thomas Pyle Jr.
Trustee
On filings since 2021
2 hrs/week
$15K (2021) → $10K (2025)
Winslow L. Sargeant
Trustee
On filings since 2021
2 hrs/week
$10K (2021) → $15K (2025)
Eric Morgridge
Trustee
On filings since 2023
2 hrs/week
$10K (2024) → $15K (2025)
Tess Morgridge Gardner
Trustee
On filings since 2023
2 hrs/week
$10K (2024) → $15K (2025)
Gregg Fergus
Trustee
New on the 2025 filing
2 hrs/week
$10K (2025)
John Durant
Trustee
New on the 2025 filing
2 hrs/week
$6K (2025)
Randy Bartels
Director of Human Resources
New on the 2025 filing
40 hrs/week
$367K (2025)
Fred Robertson
Trustee & Vice Chair
On filings since 2021
2 hrs/week
No compensation reported
John Morgridge
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Tashia Morgridge
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Brian Mattmiller
Chief Communications Officer & Secretary
Chief Communications Director & Secretary → Chief Communications Officer & Secretary, 2023
On filings since 2021
40 hrs/week
$189K (2021) → $228K (2025)
Deborah Keller
Former Trustee
Trustee → Former Trustee, 2025
On filings since 2021
$10K (2021) → $10K (2025)
Doug Eklund
Controller
On filings since 2021
40 hrs/week
$160K (2021) → $191K (2025)
Kathi Stanek
CFO, COO & Treasurer
On filings since 2021
40 hrs/week
$313K (2021) → $353K (2025)
Melissa Skala
Lead Investigator
On filings since 2021
40 hrs/week
$245K (2021) → $297K (2025)
Patricia Lipton
Former Trustee
Trustee → Former Trustee, 2025
On filings since 2021
$15K (2021) → $10K (2025)
Ronald Stewart
Associate Director - Bioinformatics
Associate Director - Bioin → Associate Director - Bioinformatics, 2025
On filings since 2021
40 hrs/week
$186K (2021) → $209K (2025)
William Swisher Jr.
Chief Development Officer
On filings since 2021
40 hrs/week
$273K (2021) → $303K (2025)
Paul Ahlquist
Lead Investigator
On filings since 2022
40 hrs/week
$175K (2022) → $230K (2025)
Former officers (8)
- Former: Jill Walder (2021–2024) — Director of Human Resource
- Former: Mary Burke (2021–2024) — Trustee
- Former: Thomas Krummel (2021–2024) — Trustee
- Former: James A. Thomson (2021–2023) — Director Regenerative Biology
- Former: Carl Gulbrandsen (2021–2022) — Trustee & Chair
- Former: Jan Huisken (2021–2022) — Lead Investigator
- Former: Susan Engeleiter (2021) — Trustee -
- Former: Terri Potter (2021) — Trustee -
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $541K, to Brad Schwartz (CEO/Trustee). 23 officers or directors reported compensation on that filing.
Frequently asked questions about The Morgridge Institute for Research Inc
How much does The Morgridge Institute for Research Inc give each year?
The Morgridge Institute for Research Inc gave $1.3M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.5M across 1 grant.
How large is The Morgridge Institute for Research Inc?
The Morgridge Institute for Research Inc reported $81.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $78.4M.
What is The Morgridge Institute for Research Inc?
The Morgridge Institute for Research Inc is a public charity focused on Health, based in Madison, WI. It holds $81.2M in total assets as of 2025.
Where does The Morgridge Institute for Research Inc operate?
The Morgridge Institute for Research Inc has awarded grants in Wisconsin.
What is The Morgridge Institute for Research Inc's EIN?
The Morgridge Institute for Research Inc's EIN (Employer Identification Number) is 20-8325570. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching The Morgridge Institute for Research Inc by hand.
Explore Open Grants
Browse active grant opportunities in The Morgridge Institute for Research Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Madison Gas and Electric Foundation Inc
Madison, WI
The foundation funds charitable and tax-exempt organizations, including community services and affordable workforce housing, primarily in Madison and within Madison Gas and Electric’s service territory. In 2024, grants ranged from $100 to $300,000, with a median of $2,000. It accepts applications and does not limit giving to preselected organizations.
Assets
$45.2M
Grants
217
Total Given
$1.9M
Mental Research Institute
Menlo Park, CA
The Mental Research Institute funds research and programs using systemic, interactional approaches to psychology, social systems, communication, and human relationships, including mental health and family-related work. Its 2025 grants ranged from $4,500 to $25,000, with a median of $20,000, and went to recipients in multiple states. Although its website describes a rolling application process, its 2024 filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$11.3M
Grants
33
Total Given
$560K
JW Etzelmueller Trust Fund
Tomah, WI
Assets
$252K
Grants
9
Total Given
$24K
Norn Group
San Francisco, CA
Norn Group funds ambitious, high-risk research in longevity science and aging biology, including work on age-related disease and potential therapies; its Impetus Grants offer up to $500,000 per project. Its 2025 filing lists a single grant of $243,000 to a recipient in California, but this does not establish its overall geographic scope. The profile describes an application process but does not state whether unsolicited requests are accepted.
Assets
$3.3M
Grants
1
Total Given
$243K
Bay Care Clinic Foundation Ltd
Green Bay, WI
Bay Care Clinic Foundation supports community health and wellness, mental health, and healthcare or global health scholarships, primarily serving northeastern Wisconsin through eligible organizations in counties served by BayCare Clinic. In 2024 it made 77 grants ranging from $100 to $37,988, with a median award of $1,000. It accepts applications year-round and reviews them quarterly.
Assets
$915K
Grants
77
Total Given
$207K
The Susan G Komen Breast Cancer Foundation Inc
Dallas, TX
The Susan G. Komen Breast Cancer Foundation funds breast cancer research and programs supporting education, patient navigation, financial assistance, and access to care. Its 2025 grants ranged from $2,681 to $945,992, with a median of $158,660, and it funds work in the United States and 24 other countries. Research applications require an LOI, and full applications are by invitation; whether it accepts unsolicited requests is not stated.
Assets
$178.9M
Grants
61
Total Given
$16.1M
Save the Redwoods League
San Francisco, CA
Save the Redwoods League funds redwood forest protection, restoration, research, stewardship, climate work, and projects that help people experience redwood parks, primarily across California’s coast redwood and giant sequoia range. Its 2025 grants ranged from $6,000 to $2 million, with a median of $6,000; research grants are typically $30,000–$50,000, and Redwood Connect Grants are up to $8,000. It accepts research grant proposals from eligible nonprofits, including universities and public agencies.
Assets
$208.5M
Grants
36
Total Given
$3.8M
The Leonard Rydell Foundation
Grand Forks, ND
The Leonard Rydell Foundation funds educational scholarships, with recent awards typically around $2,000 (the filing lists a maximum of $2,000 per award). It supports recipients in several states, especially Minnesota, North Dakota, South Dakota, Arizona, and Illinois. Applicants must use the prescribed form, and the filing gives a deadline of July before the school year; it does not state whether unsolicited requests are accepted.
Assets
$1.7M
Grants
23
Total Given
$54K
Wagner Scholarship Fund
Green Bay, WI
Assets
—
Grants
1
Total Given
$48K
Gamma Mu Foundation Inc
Fort Lauderdale, FL
Gamma Mu Foundation funds U.S. organizations serving LGBTQ+ communities, especially rural and underserved populations, in community services, public education and research, and HIV and other health programs. Grants are typically around $5,000–$12,600, with awards up to $15,000. It accepts applications through an annual online process; unsolicited requests are not addressed.
Assets
$5.5M
Grants
37
Total Given
$257K
Helen M Schiffner Scholarship Fund
Buffalo, NY
Assets
$120K
Grants
3
Total Given
$3K
Hendrickson Scholarship Trust
Detroit, MI
Assets
—
Grants
1
Total Given
$85K
More Funders in Wisconsin
The Morgridge Institute for Research Inc down — hundreds of funders to go?