William H & Lois J Mcessy Foundation

LAKE FOREST, IL EIN: 36-4074862

The William H & Lois J Mcessy Foundation is a private grantmaking foundation established in 1997 and based in Lake Forest, Illinois. The foundation is designated as a 501(c)(3) organization and operates as a family foundation focused on philanthropic giving.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$2.1M

+110.9% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$261K

+110.9% YoY

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

Mission & Focus Areas

The foundation's primary funding interests include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Religious and charitable causes

Grantmaking

The foundation does not accept applications.

Grant Range

$93,000 (2024)

Ready to take the next step with William H & Lois J Mcessy Foundation?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Illinois, Minnesota, and Wisconsin.

Grant Distribution by State

10states
+2 more states

Cities

CHICAGOCREST HILLDE PEREFON DU LACFONTANAONGENEVA LAKEFORT WAYNEGENESEEGREEN BAYLAKE FORESTLAKE GENEVALAKE ZURICHLIBERTYVILLEMEMPHISMILWAUKEEMUNDELEINNEW ROCHELLEOAK BROOKOMAHAORANGEPARK RIDGE

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $27.6 million
  • Total revenue: $17 million
  • Total expenses: $2.24 million
  • Total liabilities: $0

Giving Rate: Approximately 3.0% of assets distributed annually

Tax-Exempt Status: Tax-exempt since June 1996

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$523K$1M$2M$2M19 grants201928 grants202022 grants202124 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

CATHOLIC EXTENSION$550KST JOHN VIANNEY$550KUNIVERSITY OF ST MARY OF…$410KARCHDIOCESE OF CHICAGO$250KDIOCESE OF WINONA-ROCHES…$250KST NORBERT COLLEGE$50KST PATRICK CHURCH$25KALHEIZMER'S ASSOCIATION$5K

Grant Size Distribution

90 grants across all recorded years

76<$50K1$50–100K5$100–250K5$250–500K2$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Catholic Extension ($550,000), St John Vianney ($550,000), University of St Mary of the Lake ($410,000).

RecipientPurposeAmount
ALHEIZMER'S ASSOCIATION CHICAGO, ILGENERAL USE OF CHARITY$5,000
ARCHDIOCESE OF CHICAGO CHICAGO, ILGENERAL USE OF CHARITY$250,000
CATHOLIC EXTENSION CHICAGO, ILGENERAL USE OF CHARITY$550,000
DIOCESE OF WINONA-ROCHESTER ROCHESTER, MNGENERAL USE OF CHARITY$250,000
ST JOHN VIANNEY ST PAUL, MNGENERAL USE OF CHARITY$550,000
ST NORBERT COLLEGE DE PERE, WIGENERAL USE OF CHARITY$50,000
ST PATRICK CHURCH LAKE FOREST, ILGENERAL USE OF CHARITY$25,000
UNIVERSITY OF ST MARY OF THE LAKE MUNDELEIN, ILGENERAL USE OF CHARITY$410,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is associated with William H. McEssy and Lois J. McEssy. William McEssy is a former attorney who became a successful McDonald's franchisee, building a significant franchise operation across Illinois and Wisconsin. The couple are longtime residents of Lake Forest, Illinois.

Compensation Overview

From 2024 IRS filing

DAVID A LULLODIRECTOR$7K

From 2024 filing

NameTitleHoursCompensation
WILLIAM H MCESSYDIRECTOR0.2
DAVID BLOWERSDIRECTOR0.2
DAVID A LULLODIRECTOR0.2$7,000
MONSIGNOR JOHN F CANARYDIRECTOR0.2

Recent News & Activity

Recent developments and announcements

The foundation has supported educational and religious institutions, with notable grants to seminaries and theological centers. William and Lois McEssy have been involved in establishing an endowed chair in Church History at the University of St. Mary of the Lake (Mundelein Seminary).

William H. and Lois J. McEssy Endowed Chair in Church History - USML

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does William H & Lois J Mcessy Foundation fund?

The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Religious and charitable causes

How do I apply for a grant from William H & Lois J Mcessy Foundation?

**Grant Activity:** • Total giving in 2024: $991,000 across 8 grants • Total giving in 2023: $1.6 million across 23 grants • Median grant size: $93,000 (2024) • Grant range: $500 to $400,000 **Recent Grant Recipients (2023):** • Catholic Extension: $400,000 • St. John Vianney: $200,000 • St. Paul Center for Biblical Theology: $200,000 • University of St. Mary of the Lake: $150,000 • Institute for Priestly Formation: $35,000 • Alzheimer's Association: $5,000 **Application Policy:** The foundatio…

Where does William H & Lois J Mcessy Foundation make grants?

The foundation primarily funds organizations in Illinois, Minnesota, and Wisconsin.

What size grants does William H & Lois J Mcessy Foundation award?

In 2024, William H & Lois J Mcessy Foundation awarded 8 grants totaling $2.1M — an average of about $261K per grant, based on its IRS Form 990 filings.

What is William H & Lois J Mcessy Foundation's EIN?

William H & Lois J Mcessy Foundation's EIN (Employer Identification Number) is 36-4074862. IRS Form 990 filing data is available on this page for 2019–2024.

Explore Open Grants

Browse active grant opportunities in William H & Lois J Mcessy Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

What could you do with William H & Lois J Mcessy Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching William H & Lois J Mcessy Foundation to a real strategy.

Plan your approach