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Joseph Simeon Sanchez Medical Research Fund is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1996. The principal officer is Mercantile Trust Co N A. It holds total assets of $2.3M. Annual income is reported at $934K. Total assets have grown from $679K in 2010 to $2.1M in 2022. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Joseph Simeon Sanchez Medical Research Fund has made 5 grants totaling $428K, with a median grant of $80K. The foundation has distributed between $193K and $235K annually from 2022 to 2023. Individual grants have ranged from $55K to $155K, with an average award of $86K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Missouri and New York and Massachusetts. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joseph Simeon Sanchez Medical Research Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in MO, NY, MA.
Joseph Simeon Sanchez Medical Research Fund has distributed a total of $428K across 5 grants. The median grant size is $80K, with an average of $86K. Individual grants have ranged from $55K to $155K.
Joseph Simeon Sanchez Medical Research Fund typically selects its grantees rather than accepting unsolicited proposals.
Joseph Simeon Sanchez Medical Research Fund is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | CO-TRUSTEE | $58K | $0 | $58K |
| Scott Sternberg | CO-TRUSTEE | $14K | $0 | $14K |
Total Giving
$279K
Total Assets
$2.1M
Fair Market Value
$4.2M
Net Worth
$2.1M
Grants Paid
$193K
Contributions
N/A
Net Investment Income
$87K
Distribution Amount
$210K
Total: $739K
Total Grants
5
Total Giving
$428K
Average Grant
$86K
Median Grant
$80K
Unique Recipients
3
Most Common Grant
$80K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cornell UniversityGENERAL OPERATING | New York, NY | $80K | 2023 |
| St Luke'S Episcopal-PresbyterianGENERAL OPERATING | Chesterfield, MA | $58K | 2023 |
| Washington UniversityGENERAL OPERATING | St Louis, MO | $55K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI