J Jeffry and Elizabeth S Louis
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.
Key facts about J Jeffry and Elizabeth S Louis
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.
- EIN
- 36-3849306
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $229,200
- Grants made (2025)
- 23
- Average grant
- $9,965
- Median grant
- $5,000
- New grantees (estimate)
- 9% first-time grantees (2 of 23, 2025)
- Total assets
- $42,487
- Primary geography
- Virginia (31% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$42K
-37.9% YoY
Annual Giving
$229K
-4.9% YoY
Grant Count
23
-4.2% YoY
Avg Grant Size
$10K
-0.8% YoY
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.
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. 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.
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.
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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
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $202K (2023) to $241K (2024). In 2025 it made 23 grants totaling $229K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was CAF America ($70K). Together the top 10 received $195K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 115 grants of 116 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CAF America Alexandria, VA | Charitable | $70,000 |
| The Norton Museum Palm West Palm Beach, FL | Charitable | $25,000 |
| Deerfield Academy Deerfield, MA | Educational | $20,000 |
| Northwestern University Evanston, IL | Educational | $20,000 |
| AMERICAN FOUNDATION OF THE Serpentine Galleries NEW York, NY | Charitable | $10,000 |
| Mayo Clinic Rochester, MN | Charitable | $10,000 |
| National Louis University Chicago, IL | Educational | $10,000 |
| Lycee Francais De Chicago Chicago, IL | Charitable | $10,000 |
| Preservation Foundation Lake Forest, IL | Charitable | $10,000 |
| Society of the Four Arts Palm Beach, FL | Charitable | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $42,487 | $213,024 | $238,919 | $229,200 |
| 2024 | $68,382 | $264,667 | $246,557 | $241,000 |
| 2023 | $58,422 | $228,884 | $210,261 | $201,600 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $42,487 | $68,382 | $58,422 |
| Revenue | $213,024 | $264,667 | $228,884 |
| Expenses | $238,919 | $246,557 | $210,261 |
| Qualifying Distributions | $230,015 | $241,619 | $202,838 |
| Net Investment Income | — | $85,561 | $46,461 |
| Distributable Amount | $61,579 | $22,300 | $18,519 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
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.
Contact
Mailing address: 410 Hunt Club Way, Lake Geneva, WI 53147
Phone: (262) 384-3700
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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