University School of Milwaukee Endowment Fund Inc logo

University School of Milwaukee Endowment Fund Inc

Public charity · Grantmaker Milwaukee, WI EIN: 45-5276699 Website

To support the university school of milwaukee in the fulfillment of its educational purposes.

Key facts about University School of Milwaukee Endowment Fund Inc

In short: University School of Milwaukee Endowment Fund Inc gave $4.1M across 1 grant in 2025 (avg $4.1M), mostly in Wisconsin. Source: 2025 IRS Form 990.

EIN
45-5276699
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$4,145,000
Grants made (2025)
1
Average grant
$4,145,000
Median grant
$4,145,000
Total assets
$110,419,014
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

$110.4M

+8.3% YoY

Annual Giving

$4.1M

-0.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$4.1M

-0.3% YoY

How University School of Milwaukee Endowment Fund Inc gives

  • Giving held roughly steady from 2022 to 2025 (+6%). Method

From the foundation's IRS Form 990 filings. Methodology.

About University School of Milwaukee Endowment Fund Inc

Based on IRS filings

University School of Milwaukee Endowment Fund Inc is a public charity focused on Education, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $110.4M in total assets. In 2025, it awarded 1 grant totaling $4.1M. Net investment income was $852K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Milwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $3.5M (2020) to $4.5M (2023). In 2025 it made 1 grant totaling $4.1M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

University School of Milwaukee: $4.1MUniversity School of Milwaukee$4.1M

The largest 2025 recipient was University School of Milwaukee ($4.1M).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $1–5M range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University School of Milwaukee Milwaukee, WISupport for the operation of the university school of milwaukee corporation$4,145,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$110,419,014$101,917,984$93,053,217
Revenue$1,396,156$834,867$1,275,319
Expenses$4,568,010$4,527,135$4,964,810
Net Investment Income$851,750$367,055$442,573

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS April 26, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS April 24, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

University School of Milwaukee Endowment Fund Inc is led by Thomas Florsheim Jr., Chairman on every filing since 2020; none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Thomas Florsheim Jr.

    Chairman

    On filings since 2020

    1 hr/week

    No compensation reported

  • Alice Read

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ann Reinke

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • David Lubar

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Frederick P. Stratton Jr.

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Linda Mellowes

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sarah Zimmerman

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Karin Werner

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Steve Guy

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • C. Frederick Geilfuss

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Steven Hancock

    Head of School

    Head of School → Head of School & Executive Officio, 2023

    Head of School & Executive Officio → Head of School, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Weston Outlaw

    Chief Financial Officer

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (6)
  • Former: William Wernecke Jr. (2020–2024) — Director
  • Former: Stephen Guy (2020–2023) — Executive Officio
  • Former: Kelly McGuire (2021–2023) — Chief Financial Officer
  • Former: James D. Bell (2020–2022) — Director
  • Former: Laura Fuller (2020–2021) — Former Head of School
  • Former: Janell Schmidt (2021) — Chief Financial Officer

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about University School of Milwaukee Endowment Fund Inc

How much does University School of Milwaukee Endowment Fund Inc give each year?

University School of Milwaukee Endowment Fund Inc gave $4.1M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $4.2M across 1 grant.

How large is University School of Milwaukee Endowment Fund Inc?

University School of Milwaukee Endowment Fund Inc reported $110.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.4M.

What is University School of Milwaukee Endowment Fund Inc?

University School of Milwaukee Endowment Fund Inc is a public charity focused on Education, based in Milwaukee, WI. It holds $110.4M in total assets as of 2025.

Where does University School of Milwaukee Endowment Fund Inc operate?

University School of Milwaukee Endowment Fund Inc has awarded grants in Wisconsin.

What is University School of Milwaukee Endowment Fund Inc's EIN?

University School of Milwaukee Endowment Fund Inc's EIN (Employer Identification Number) is 45-5276699. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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