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.

University School of Milwaukee Endowment Fund Inc at a glance

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.

Annual giving (2025)
$4,145,000
-0.3% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$4,145,000
-0.3% vs 2024
Median grant
$4,145,000
Total assets
$110,419,014
+8.3% vs 2024
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who University School of Milwaukee Endowment Fund Inc funds

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%).

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

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.

Giving History

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.

Grants by year

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
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$110,419,014$1,396,156$4,568,010$4,145,0001$851,750
2024$101,917,984$834,867$4,527,135$4,157,5001$367,055
2023$93,053,217$1,275,319$4,964,810$4,497,1011$442,573
2022$88,205,630$2,360,326$4,249,562$3,911,8001$767,844
2021$98,957,769$647,594$4,517,169$4,307,1301$258,845
2020$80,150,318$2,181,491$3,763,147$3,457,4001$544,332

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

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.

Data update history

(7)

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from University School of Milwaukee Endowment Fund Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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