University School of Milwaukee Endowment Fund Inc
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
The largest 2025 recipient was University School of Milwaukee ($4.1M).
Grant Size Distribution
5 grants across all recorded years
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
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| University School of Milwaukee Milwaukee, WI | Support 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
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $110,419,014 | $1,396,156 | $4,568,010 | $4,145,000 | 1 | $851,750 |
| 2024 | $101,917,984 | $834,867 | $4,527,135 | $4,157,500 | 1 | $367,055 |
| 2023 | $93,053,217 | $1,275,319 | $4,964,810 | $4,497,101 | 1 | $442,573 |
| 2022 | $88,205,630 | $2,360,326 | $4,249,562 | $3,911,800 | 1 | $767,844 |
| 2021 | $98,957,769 | $647,594 | $4,517,169 | $4,307,130 | 1 | $258,845 |
| 2020 | $80,150,318 | $2,181,491 | $3,763,147 | $3,457,400 | 1 | $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
- Updated Form 990 for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work University School of Milwaukee Endowment Fund Inc funds
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