Joseph Simeon Sanchez Medical Research Fund

Milwaukee, WI
Tax-exempt since Dec. 1996
EIN: 43-6693329

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$440k (2025)

Expenses

$252k (2025)

Total Assets

$2.25M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$440,327

Expenses

$252,200

Net Income

$188,127

Net Assets

$2,250,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,358	31.2%
Sales of Assets	$302,906	68.8%
Other Income	$63	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,814	70.1%
Compensation of Officers*	$78,059	31.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,250,857
Total Liabilities	$0
Net Assets	$2,250,857

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$62,381	$0
Scott Sternberg (Co Trustee)	$15,678	$0

990-PF

Filed on Feb. 10, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2024

Revenue

$196,957

Expenses

$227,431

Net Income

-$30,474

Net Assets

$2,062,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,927	56.8%
Sales of Assets	$84,703	43.0%
Other Income	$327	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,330	67.9%
Compensation of Officers*	$77,598	34.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,062,743
Total Liabilities	$0
Net Assets	$2,062,743

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$61,982	$0
Scott Sternberg (Co Trustee)	$15,616	$0

990-PF

Filed on Jan. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$153,863

Expenses

$278,856

Net Income

-$124,993

Net Assets

$2,093,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,533	64.7%
Sales of Assets	$54,286	35.3%
Other Income	$44	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,639	74.1%
Compensation of Officers*	$71,955	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,093,224
Total Liabilities	$0
Net Assets	$2,093,224

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$57,564	$0
Scott Sternberg (Co Trustee)	$14,391	$0

990-PF

Filed on Feb. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$266,311

Expenses

$320,968

Net Income

-$54,657

Net Assets

$2,218,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$115,639	43.4%
Sales of Assets	$150,196	56.4%
Other Income	$476	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,258	77.7%
Compensation of Officers*	$76,878	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,218,219
Total Liabilities	$0
Net Assets	$2,218,219

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$61,502	$0
Scott Sternberg (Co Trustee)	$15,376	$0

990-PF

Filed on Feb. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$50,567

Expenses

$290,696

Net Income

-$240,129

Net Assets

$2,272,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,178	> 100%
Sales of Assets	-$38,702
Other Income	$1,091	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,988	73.6%
Compensation of Officers*	$82,090	28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,272,893
Total Liabilities	$0
Net Assets	$2,272,893

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$67,188	$0
Scott Sternberg (Co Trustee)	$14,902	$0

990-PF

Filed on Aug. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$161,073

Expenses

$416,940

Net Income

-$255,867

Net Assets

$2,513,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,190	68.4%
Sales of Assets	$50,883	31.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,704	80.0%
Compensation of Officers*	$89,815	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,513,879
Total Liabilities	$1
Net Assets	$2,513,878

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$75,470	$0
Scott Sternberg (Co Trustee)	$14,345	$0

990-PF

Filed on Feb. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$188,851

Expenses

$284,827

Net Income

-$95,976

Net Assets

$2,769,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,325	55.2%
Sales of Assets	$81,506	43.2%
Other Income	$3,020	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,827	76.8%
Compensation of Officers*	$69,754	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,769,026
Total Liabilities	$1
Net Assets	$2,769,025

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$55,803	$0
Scott Sternberg (Co Trustee)	$13,951	$0

990-PF

Filed on Jan. 28, 2020

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Fiscal Year Ending Sept.
2018

Revenue

$323,210

Expenses

$301,935

Net Income

$21,275

Net Assets

$2,865,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,203	32.5%
Sales of Assets	$209,796	64.9%
Other Income	$8,211	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,280	77.3%
Compensation of Officers*	$71,404	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,865,166
Total Liabilities	$0
Net Assets	$2,865,166

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$57,123	$0
Scott Sternberg (Co Trustee)	$14,281	$0

990-PF

Filed on Jan. 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$330,511

Expenses

$241,317

Net Income

$89,194

Net Assets

$2,843,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,169	28.8%
Sales of Assets	$229,704	69.5%
Other Income	$5,638	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,840	71.2%
Compensation of Officers*	$56,543	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,843,717
Total Liabilities	$0
Net Assets	$2,843,717

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$52,099	$0
Scott Sternberg (Co Trustee)	$3,429	$0
Elden R Sternberg (Co Trustee)	$1,015	$0

990-PF

Filed on Jan. 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$133,055

Expenses

$154,878

Net Income

-$21,823

Net Assets

$2,754,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,551	67.3%
Sales of Assets	$43,504	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,711	65.0%
Compensation of Officers*	$57,046	36.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,754,641
Total Liabilities	$0
Net Assets	$2,754,641

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$45,637	$0
Elden R Sternberg (Co Trustee)	$11,409	$0

990-PF

Filed on Feb. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$1,313,281

Expenses

$267,606

Net Income

$1,045,675

Net Assets

$2,776,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,984	3.1%
Sales of Assets	$1,272,237	96.9%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,008	73.6%
Compensation of Officers*	$43,744	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,776,463
Total Liabilities	$0
Net Assets	$2,776,463

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$34,995	$0
Elden R Sternberg (Co Trustee)	$8,749	$0

990-PF

Filed on Feb. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$1,319,070

Expenses

$156,918

Net Income

$1,162,152

Net Assets

$1,731,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,655	2.1%
Sales of Assets	$1,291,354	97.9%
Other Income	$61	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,206	67.7%
Compensation of Officers*	$26,362	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,731,172
Total Liabilities	$0
Net Assets	$1,731,172

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$21,089	$0
Elden R Sternberg (Co Trustee)	$5,273	$0

990-PF

Filed on Feb. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$54,070

Expenses

$114,598

Net Income

-$60,528

Net Assets

$568,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,622	56.6%
Sales of Assets	$23,448	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,708	80.0%
Compensation of Officers*	$25,026	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$568,641
Total Liabilities	$0
Net Assets	$568,641

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$60,237

Expenses

$110,171

Net Income

-$49,934

Net Assets

$629,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,139	45.1%
Sales of Assets	$32,768	54.4%
Other Income	$330	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,542	80.4%
Compensation of Officers*	$24,032	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$629,170
Total Liabilities	$0
Net Assets	$629,170

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$92,788

Expenses

$114,813

Net Income

-$22,025

Net Assets

$679,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,790	27.8%
Sales of Assets	$66,998	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,957	79.2%
Compensation of Officers*	$24,661	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$679,102
Total Liabilities	$0
Net Assets	$679,102

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Updated April 20, 2026

Joseph Simeon Sanchez Medical Research Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $440k (2025)

Expenses $252k (2025)

Total Assets $2.25M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$440k (2025)

Expenses

$252k (2025)

Total Assets

$2.25M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001