Michael W Louis Charitable Foundation

Foundation · Grantmaker LAKE GENEVA, WI EIN: 81-3640917

Michael W Louis Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.5M in total assets. In 2024, it awarded 5 grants totaling $732K. Net investment income was $915K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.5M

+4.1% YoY

Annual Giving

$732K

+38.3% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$146K

+10.6% YoY

Under IRS private-foundation payout rules, Michael W Louis Charitable Foundation reported a distributable amount of $644K for 2024 — the minimum it must pay out in qualifying distributions.

About Michael W Louis Charitable Foundation

Based on IRS filings

Michael W Louis Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.5M in total assets. In 2024, it awarded 5 grants totaling $732K. Net investment income was $915K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CableChicagoLake Geneva

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$440K$881K$1M$2M20202021202220232024
Metric202420232022
Total Assets$7,536,920$7,238,562$7,161,662
Revenue$1,184,559$742,734$573,501
Expenses$886,235$665,365$802,390
Qualifying Distributions$731,550$529,000$637,000
Net Investment Income$915,022$595,278$422,029
Distributable Amount$643,617$594,323$606,779

Giving Over Time

Total grant dollars and number of grants per year

$0$183K$366K$549K$732K5 grants20204 grants20216 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

NATIONAL LOUIS UNIVERSITY$200KHALF MOON FOUNDATION$175KJ JEFFRY & ELIZABETH S L…$175KLOUIS STEWART FOUNDATION$175KLAKE OWEN ASSOCIATION INC$7K

Grant Size Distribution

24 grants across all recorded years

4<$50K1$50–100K19$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include National Louis University ($200,000), Half Moon Foundation ($175,000), J Jeffry & Elizabeth S Louis Foundation Inc ($175,000).

RecipientPurposeAmount
HALF MOON FOUNDATION LAKE GENEVA, WIGENERAL CONTRIBUTION$175,000
J JEFFRY & ELIZABETH S LOUIS FOUNDATION INC LAKE GENEVA, WIGENERAL CONTRIBUTION$175,000
LAKE OWEN ASSOCIATION INC CABLE, WIGENERAL CONTRIBUTION$6,550
LOUIS STEWART FOUNDATION LAKE GENEVA, WIGENERAL CONTRIBUTION$175,000
NATIONAL LOUIS UNIVERSITY CHICAGO, ILGENERAL CONTRIBUTION$200,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KIMBERLY C LOUIS STEWARTPRESIDENT
TRACY L MERRILLVICE PRESIDENT
JOHN JEFFRY LOUISVICE PRESIDENT
EOIN M DEMPSEYTREASURER/SECRETARY

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Michael W Louis Charitable Foundation?

Michael W Louis Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. It holds $7.5M in total assets as of 2024.

How large is Michael W Louis Charitable Foundation?

As of 2024, Michael W Louis Charitable Foundation holds $7.5M in total assets with $1.2M in annual revenue. It awarded 5 grants totaling $732K in 2024.

Where does Michael W Louis Charitable Foundation operate?

Michael W Louis Charitable Foundation has awarded grants in Illinois, Wisconsin.

What size grants does Michael W Louis Charitable Foundation award?

In 2024, Michael W Louis Charitable Foundation awarded 5 grants totaling $732K — an average of about $146K per grant, based on its IRS Form 990 filings.

How much is Michael W Louis Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Michael W Louis Charitable Foundation reported a distributable amount of $644K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Michael W Louis Charitable Foundation's EIN?

Michael W Louis Charitable Foundation's EIN (Employer Identification Number) is 81-3640917. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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