Michael W Louis Charitable Foundation

Private foundation · Grantmaker Lake Geneva, WI EIN: 81-3640917

Michael W Louis Charitable Foundation is a private foundation, based in Lake Geneva, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.8M in total assets. In 2025, it awarded 5 grants totaling $634K. Net investment income was $781K.

Key facts about Michael W Louis Charitable Foundation

In short: Michael W Louis Charitable Foundation gave $634K across 5 grants in 2025 (avg $127K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
81-3640917
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$634,300
Grants made (2025)
5
Average grant
$126,860
Median grant
$175,000
Total assets
$7,801,611
Primary geography
Wisconsin (84% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.8M

+3.5% YoY

Annual Giving

$634K

-13.3% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$127K

-13.3% YoY

Under IRS private-foundation payout rules, Michael W Louis Charitable Foundation reported a distributable amount of $680K for 2025 — the minimum it must pay out in qualifying distributions.

How Michael W Louis Charitable Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

Lake GenevaChicagoCable

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K5 grants2020 4 grants2021 6 grants2022 4 grants2023 5 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $529K (2023) to $732K (2024). In 2025 it made 5 grants totaling $634K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Half Moon Foundation: $175KHalf Moon Foundation$175KJ Jeffry & Elizabeth S Louis Foundation Inc: $175KJ Jeffry & Elizabeth S LouisFoundation Inc$175KLouis Stewart Foundation: $175KLouis Stewart Foundation$175KNational Louis University: $100KNational Louis University$100KLake Owen Association Inc: $9KLake Owen Association Inc$9K

The largest 2025 recipient was Half Moon Foundation ($175K). Together the top 5 received $634K.

Grant Size Distribution

24 grants across all recorded years

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

The most common grant size was in the $100–250K range: 19 grants of 24 (79%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Half Moon Foundation Lake Geneva, WIGeneral Contribution$175,000
J Jeffry & Elizabeth S Louis Foundation Inc Lake Geneva, WIGeneral Contribution$175,000
Louis Stewart Foundation Lake Geneva, WIGeneral Contribution$175,000
National Louis University Chicago, ILGeneral Contribution$100,000
Lake Owen Association Inc Cable, WIGeneral Contribution$9,300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$7,801,611$7,536,920$7,238,562
Revenue$1,076,134$1,184,559$742,734
Expenses$811,907$886,235$665,365
Qualifying Distributions$634,300$731,550$529,000
Net Investment Income$780,976$915,022$595,278
Distributable Amount$679,945$643,617$594,323

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Officers and directors from IRS filings

Michael W Louis Charitable Foundation is led by Kimberly C. Louis Stewart, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kimberly C. Louis Stewart

    President

    On filings since 2020

    No compensation reported

  • Eoin M. Dempsey

    Treasurer & Secretary

    On filings since 2020

    No compensation reported

  • John Jeffry Louis

    Vice President

    On filings since 2020

    No compensation reported

  • Tracy L. Merrill

    Vice President

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Michael W Louis Charitable Foundation

How much does Michael W Louis Charitable Foundation give each year?

Michael W Louis Charitable Foundation gave $634K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $732K across 5 grants.

What is Michael W Louis Charitable Foundation's typical grant size?

Michael W Louis Charitable Foundation's median grant in 2025 was $175,000, and its average grant was $126,860, across 5 grants on its 2025 IRS Form 990-PF.

Where does Michael W Louis Charitable Foundation give grants?

Michael W Louis Charitable Foundation gives mostly in Wisconsin: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (16%). The most frequent recipient cities were Lake Geneva, WI (3 grants).

Does Michael W Louis Charitable Foundation give general operating support?

Yes: 100% of Michael W Louis Charitable Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Michael W Louis Charitable Foundation's largest grantees?

Michael W Louis Charitable Foundation's largest 2025 grantees include Half Moon Foundation ($175,000), J Jeffry & Elizabeth S Louis Foundation Inc ($175,000) and Louis Stewart Foundation ($175,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is Michael W Louis Charitable Foundation?

Michael W Louis Charitable Foundation reported $7.8M in total assets on its 2025 IRS Form 990-PF. It paid out $634K in qualifying distributions that year, against a required minimum of $680K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 2020–2025.

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

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