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)

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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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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