J Jeffry and Elizabeth S Louis

Private foundation · Grantmaker Lake Geneva, WI EIN: 36-3849306

J Jeffry and Elizabeth S Louis is a private foundation based in Lake Geneva, Wisconsin. Its 2025 grants supported charitable and educational organizations, including cultural institutions, schools and universities, and a medical center.

J Jeffry and Elizabeth S Louis at a glance

In short: J Jeffry and Elizabeth S Louis gave $229K across 23 grants in 2025 (avg $10K), top state Virginia. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$229,200
-4.9% vs 2024
Grants made (2025)
23
-4.2% vs 2024
Average grant
$9,965
-0.8% vs 2024
Median grant
$5,000
Total assets
$42,487
-37.9% vs 2024
New grantees (estimate)
9% first-time grantees (2 of 23, 2025; small sample)
Primary geography
Virginia (31% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to J Jeffry and Elizabeth S Louis

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 410 Hunt Club Way, Lake Geneva, WI 53147
Phone: (262) 384-3700

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who J Jeffry and Elizabeth S Louis funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

CAF America: $70KCAF America$70KThe Norton Museum Palm: $25KThe Norton Museum Palm$25KDeerfield Academy: $20KDeerfield Academy$20KNorthwestern University: $20KNorthwestern University$20KAMERICAN FOUNDATION OF THE Serpentine Galleries: $10KAMERICAN FOUNDATION OF THESerpentine Galleries$10KMayo Clinic: $10KMayo Clinic$10KNational Louis University: $10KNational Louis University$10KLycee Francais De Chicago: $10KLycee Francais De Chicago$10KPreservation Foundation: $10KPreservation Foundation$10KSociety of the Four Arts: $10KSociety of the Four Arts$10K

The largest 2025 recipient was CAF America ($70K). Together the top 10 received $195K.

Grant Size Distribution

116 grants across all recorded years

115<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 115 grants of 116 (99%).

Geographic Focus

Where this funder awards grants

In 2025, the largest shares of grant dollars by recipient state went to Virginia (31%), Illinois (25%), Florida (15%), Massachusetts (9%), and New York (5%).

Grant Distribution by State

15states

Share of 2025 grant dollars across all 23 itemized grants.

Cities

ChicagoNew YorkDeerfieldEvanstonHartfordRochesterWilliamstownWinnetkaToledoWashingtonCableRhinelanderBrunswickLake ForestStanfordWest Palm BeachPalm BeachProvidenceRacineAlexandria

Is J Jeffry and Elizabeth S Louis open to new grantees?

9%

first-time grantees, 2025

In 2025, 2 of 23 grantees (9%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $1K; repeat grants $11K. How we count

Medians: $1K first-time, $5K repeat.

  • 78% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+13%). Method
  • In 2025 it paid out 374% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K26 grants2019 25 grants2020 21 grants2021 23 grants2022 25 grants2023 24 grants2024 23 grants2025

From 2019 to 2025, annual grant giving ranged from $202K (2023) to $241K (2024). In 2025 it made 23 grants totaling $229K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
CAF America Alexandria, VACharitable$70,000
The Norton Museum Palm West Palm Beach, FLCharitable$25,000
Deerfield Academy Deerfield, MAEducational$20,000
Northwestern University Evanston, ILEducational$20,000
AMERICAN FOUNDATION OF THE Serpentine Galleries NEW York, NYCharitable$10,000
Mayo Clinic Rochester, MNCharitable$10,000
National Louis University Chicago, ILEducational$10,000
Lycee Francais De Chicago Chicago, ILCharitable$10,000
Preservation Foundation Lake Forest, ILCharitable$10,000
Society of the Four Arts Palm Beach, FLCharitable$10,000
Your AI grants department

Ready to take the next step with J Jeffry and Elizabeth S Louis?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$42,487$213,024$238,919$229,20023$230,015—$61,579
2024$68,382$264,667$246,557$241,00024$241,619$85,561$22,300
2023$58,422$228,884$210,261$201,60025$202,838$46,461$18,519
2022$80,533$193,327$205,847$202,00023$202,309$14,789$20,752
2021$93,053$261,089$232,662$211,50021$211,681$25,944$22,549
2020$64,626$242,764$240,895$238,50025—$66,294$16,068
2019$53,172$260,177$230,814$218,50026——$13,470

Under IRS private-foundation payout rules, J Jeffry and Elizabeth S Louis reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The grants show support for charitable and educational organizations. Among the grantees, Northwestern University describes its mission as combining teaching, research, and student growth; Lycee Francais de Chicago says it aims to help students become active global citizens; and Mayo Clinic describes its work as providing patient care, education, and research to advance health and well-being.

Grantmaking

In 2025, the foundation made 23 grants totaling $229,200. Grants ranged from $1,000 to $70,000, with a median of $5,000. Notable awards included $70,000 to CAF AMERICA, $25,000 to The Norton Museum, $20,000 each to Deerfield Academy and Northwestern University, and $10,000 each to the American Foundation of the Serpentine Galleries, Mayo Clinic, National Louis University, Lycee Francais de Chicago, the Preservation Foundation, and the Society of the Four Arts.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Timothy C Louis, Walter W Bell, and J Jeffry Louis as directors.

J Jeffry and Elizabeth S Louis's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • J Jeffry Louis

    Director

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Timothy C. Louis

    Director

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Walter W. Bell

    Director

    On filings since 2019

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 J Jeffry and Elizabeth S Louis

How much does J Jeffry and Elizabeth S Louis give each year?

J Jeffry and Elizabeth S Louis gave $229K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $241K across 24 grants.

What is J Jeffry and Elizabeth S Louis's typical grant size?

J Jeffry and Elizabeth S Louis's median grant in 2025 was $5,000, and its average grant was $9,965, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from J Jeffry and Elizabeth S Louis that year got $1K on average.

Where does J Jeffry and Elizabeth S Louis give grants?

J Jeffry and Elizabeth S Louis's top state is Virginia, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (25%) and Florida (15%). The most frequent recipient cities were Chicago, IL (5 grants) and New York, NY (2 grants).

Does J Jeffry and Elizabeth S Louis give general operating support?

Not in 2025: none of the 23 grants with a stated purpose on J Jeffry and Elizabeth S Louis's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (14 grants) and "Educational" (8 grants).

Who are J Jeffry and Elizabeth S Louis's largest grantees?

J Jeffry and Elizabeth S Louis's largest 2025 grantees include CAF America ($70,000), The Norton Museum Palm ($25,000) and Deerfield Academy ($20,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is J Jeffry and Elizabeth S Louis?

J Jeffry and Elizabeth S Louis reported $42K in total assets on its 2025 IRS Form 990-PF. It paid out $230K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).

What does J Jeffry and Elizabeth S Louis fund?

No mission statement is provided. The grants show support for charitable and educational organizations. See mission & focus areas ↑

How do I apply for a grant from J Jeffry and Elizabeth S Louis?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is J Jeffry and Elizabeth S Louis's EIN?

J Jeffry and Elizabeth S Louis's EIN (Employer Identification Number) is 36-3849306. IRS Form 990 filing data is available on this page for 2019–2025.

Does J Jeffry and Elizabeth S Louis accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 17, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Explore Open Grants

Browse active grant opportunities in J Jeffry and Elizabeth S Louis's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Wisconsin

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

Thrivent Charitable Impact & Investing

Appleton, WI

Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Alliant Energy Foundation Inc

Madison, WI

Assets

$28.5M

Grants

929

Total Given

$2.4M

Greater Milwaukee Foundation Inc

Milwaukee, WI

The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

Give Back Foundation

Madison, WI

Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.

Assets

$31.3M

Grants

639

Total Given

$40.1M

More similar funders

More Funders in Wisconsin

Cite this profile

Grantable. (2026). J Jeffry and Elizabeth S Louis funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/j-jeffry-and-elizabeth-s-louis-morg_4efe8ff95caa4ca88316854b8669b8f1

BibTeX
@misc{grantable_363849306_2026,
  author       = {{Grantable}},
  title        = {{J Jeffry and Elizabeth S Louis funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/j-jeffry-and-elizabeth-s-louis-morg_4efe8ff95caa4ca88316854b8669b8f1},
  note         = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from J Jeffry and Elizabeth S Louis'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.

J Jeffry and Elizabeth S Louis down — hundreds of funders to go?

Want AI to do this for you?