AUMdb

Wisconsin Trust Account Foundation

EIN 391555465 · 501(c)(3) · Public charity · Madison, WI · recognized 1987

Assets
$9.2M
Revenue
$11.1M
Expenses
$9.5M
Investment income
$193K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rebecca Murray Executive director $162,970 $17,780
Jeffrey Brown Grants program manager $101,431 $27,420
Mitch Director $0 $0
Atty April Toy Director $0 $0
Chuck Stertz Director $0 $0
Jamie Schaefer Director $0 $0
Timothy Radelet Director (thru 06/24) $0 $0
Anna Munoz Director $0 $0
Deangela Monique Luna Director $0 $0
Deanne Koll Director $0 $0
Joshua Kindkeppel Director $0 $0
Rochelle Johnson Bent Director $0 $0
Hon Shelly Grogan Director $0 $0
Hon Rachel Graham Director $0 $0
Hon Sandra Giernoth Director $0 $0
Glenn Dahl Director $0 $0
Basil Buchko Director $0 $0
Tim Seidel Treasurer $0 $0
Michelle Knutson Treasurer (thru 06/24) $0 $0
Jerry Vang Vice chairperson (thru 06/24) $0 $0
Hon Joanne Kloppenburg Chairperson (thru 06/24) $0 $0