The Lakeview Foundation Inc
The Lakeview Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10.1M in total assets. In 2025, it awarded 9 grants totaling $575K. Net investment income was $790K.
The Lakeview Foundation Inc at a glance
In short: The Lakeview Foundation Inc gave $575K across 9 grants in 2025 (avg $64K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $575,000
- +9.5% vs 2024
- Grants made (2025)
- 9
- +50.0% vs 2024
- Average grant
- $63,889
- -27.0% vs 2024
- Median grant
- $75,000
- Total assets
- $10,084,500
- +2.1% vs 2024
- Primary geography
- Wisconsin (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Lakeview Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was St Marcus School ($100K). Together the top 9 received $575K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was in the $50–100K range: 21 grants of 40 (53%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Lakeview Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $525K (2023) to $622K (2021). In 2025 it made 9 grants totaling $575K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Marcus School Milwaukee, WI | General Support | $100,000 |
| St Joseph Academy Milwaukee, WI | General Support | $80,000 |
| Notre Dame Middle School Milwaukee, WI | General Support | $75,000 |
| St Anthony School of Milwaukee Milwaukee, WI | General Support | $75,000 |
| STRYV365 Milwaukee, WI | General Support | $75,000 |
| Nativity Jesuit Academy Milwaukee, WI | General Support | $61,000 |
| Midwestern University Downers Grove, IL | General Support | $50,000 |
| Milwaukee Rescue Mission Milwaukee, WI | General Support | $34,000 |
| Devine Mercy Milwaukee, WI | General Support | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,084,500 | $868,027 | $660,564 | $575,000 | 9 | $576,384 | $789,847 | $568,422 |
| 2024 | $9,877,037 | $679,107 | $628,411 | $525,000 | 6 | $526,565 | $577,261 | $537,204 |
| 2023 | $9,826,341 | $831,328 | $609,725 | $525,000 | 5 | $526,583 | $748,186 | $531,509 |
| 2022 | $9,604,738 | $457,757 | $765,733 | $620,000 | 10 | $622,193 | $345,149 | $623,042 |
| 2021 | $9,912,714 | $1,335,107 | $734,383 | $622,000 | 10 | — | $1,223,910 | $630,479 |
Under IRS private-foundation payout rules, The Lakeview Foundation Inc reported a distributable amount of $568K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lakeview Foundation Inc is led by Ron Perri, President & Director on every filing since 2021; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ron Perri
President & Director
On filings since 2021
0.5 hrs/week
No compensation reported
Charles Severson
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Fred J. Bartkowski
Vice President & Director
On filings since 2021
0.3 hrs/week
No compensation reported
Kelly Denk
Treasurer & Director
Director → Treasurer & Director, 2024
On filings since 2021
0.3 hrs/week
No compensation reported
Ken Krueger
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Matthew J. Linn
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Ruth McGuire
Secretary & Director
On filings since 2021
0.3 hrs/week
No compensation reported
Timothy A. Valley
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Jane Bartlett
Director
On filings since 2024
0.3 hrs/week
No compensation reported
Former officers (2)
- Former: William H. Foshag (2021–2023) — Assistant Treasurer & Director
- Former: Gregory Meuler (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2025. "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 The Lakeview Foundation Inc
How much does The Lakeview Foundation Inc give each year?
The Lakeview Foundation Inc gave $575K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $525K across 6 grants.
What is The Lakeview Foundation Inc's typical grant size?
The Lakeview Foundation Inc's median grant in 2025 was $75,000, and its average grant was $63,889, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Lakeview Foundation Inc give grants?
The Lakeview Foundation Inc gives mostly in Wisconsin: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (9%). The most frequent recipient cities were Milwaukee, WI (8 grants).
Does The Lakeview Foundation Inc give general operating support?
Yes: 100% of The Lakeview Foundation Inc's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Lakeview Foundation Inc's largest grantees?
The Lakeview Foundation Inc's largest 2025 grantees include St Marcus School ($100,000), St Joseph Academy ($80,000) and Notre Dame Middle School ($75,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is The Lakeview Foundation Inc?
The Lakeview Foundation Inc reported $10.1M in total assets on its 2025 IRS Form 990-PF. It paid out $576K in qualifying distributions that year, against a required minimum of $568K (roughly 5% of its investment assets).
What is The Lakeview Foundation Inc's EIN?
The Lakeview Foundation Inc's EIN (Employer Identification Number) is 39-1857646. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 22, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 3, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 24, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 12, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2025)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work The Lakeview Foundation Inc funds
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