The Morgridge Institute Foundation Inc

MADISON, WI EIN: 82-2760376

THE MORGRIDGE INSTITUTE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE MORGRIDGE INSTITUTE FOR RESEARCH, INC., A TAX-EXEMPT 501(C)3 MEDICAL RESEARCH ORGANIZATION AFFILIATED WITH THE UNIVERSITY OF WISCONSIN - MADISON.THE FOUNDATION ADMINISTERS GIFTS, GRANTS, BEQUESTS, AND DEVISES TO PROMOTE, ENCOURAGE, AND AID THE MISSION AND VISION OF THE INSTITUTE, WHICH IS TO SOLVE MAJOR CHALLENGES TO 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$597.6M

+14.8% YoY

Annual Giving

$22.4M

+13.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$22.4M

+13.1% YoY

About The Morgridge Institute Foundation Inc

Based on IRS filings

The Morgridge Institute Foundation Inc is a nonprofit organization focused on Medical Research, based in MADISON, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $597.6M in total assets. In 2025, it awarded 1 grants totaling $22.4M. Net investment income was $33.9M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23M$47M$70M$93M20212022202320242025
Metric202520242023
Total Assets$597,585,881$520,497,197$474,107,649
Revenue$84,878,840$44,197,120$254,947
Expenses$24,669,808$21,840,912$16,523,025
Qualifying Distributions
Net Investment Income$33,935,618$18,345,380$-28,567,155
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$6M$11M$17M$22M1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

MORGRIDGE INSTITUTE FOR …$22.4M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M5$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Morgridge Institute for Research Inc ($22,397,263).

RecipientPurposeAmount
MORGRIDGE INSTITUTE FOR RESEARCH INC MADISON, WITO SUPPORT ONGOING RESEARCH & EDUCATION$22,397,263

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
BRAD SCHWARTZCEO/TRUSTEE0.25
JOHN BURRISTRUSTEE0.25
HARVEY COHENTRUSTEE0.25
JAMES DAHLBERGTRUSTEE0.25
JOHN DURANTTRUSTEE0.25
GREGG FERGUSTRUSTEE0.25
JACQUELYN FREDRICKTRUSTEE/CHAIR0.25
ERIK IVERSONTRUSTEE0.25
WINSLOW L SARGEANTTRUSTEE0.25
TESS MORGRIDGE GARDNERTRUSTEE0.25
ERIC MORGRIDGETRUSTEE0.25
JOHN MORGRIDGETRUSTEE0.25
TASHIA MORGRIDGETRUSTEE0.25
JOHN NEISTRUSTEE0.25
THOMAS PYLE JRTRUSTEE0.25
FRED ROBERTSONTRUSTEE/VICE CHAIR0.25
KATHI STANEKCFO/COO/TREASURER0.25
BRIAN MATTMILLERCHIEF COMMUNICATIONS OFF./SECRETARY0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Morgridge Institute Foundation Inc?

The Morgridge Institute Foundation Inc is a nonprofit organization focused on Medical Research, based in MADISON, WI. It holds $597.6M in total assets as of 2025.

How large is The Morgridge Institute Foundation Inc?

As of 2025, The Morgridge Institute Foundation Inc holds $597.6M in total assets with $84.9M in annual revenue. It awarded 1 grants totaling $22.4M in 2025.

Where does The Morgridge Institute Foundation Inc operate?

The Morgridge Institute Foundation Inc has awarded grants in Wisconsin.

What size grants does The Morgridge Institute Foundation Inc award?

In 2025, The Morgridge Institute Foundation Inc awarded 1 grants totaling $22.4M — an average of about $22.4M per grant, based on its IRS Form 990 filings.

What is The Morgridge Institute Foundation Inc's EIN?

The Morgridge Institute Foundation Inc's EIN (Employer Identification Number) is 82-2760376. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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