Nonprofit · EIN 81-3640917
MICHAEL W@LOUIS CHARITABLE FOUNDATION
Tax-exempt · LAKE GENEVA, WI 53147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,076,134 | $811,907 | $264,227 | $7,801,611 | $0 | $7,801,611 |
| December 31, 2024 | 990-PF | $1,184,559 | $886,235 | $298,324 | $7,536,920 | $0 | $7,536,920 |
| December 31, 2023 | 990-PF | $742,734 | $665,365 | $77,369 | $7,238,562 | $0 | $7,238,562 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $855,602
- Interest
- $3,053
- Net gain from sales of assets
- $217,479
Expenses
- Grants and similar amounts paid
- $634,300
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $634,300
- Excise tax on investment income
- $10,856
Balance sheet and other
- Total assets, start of year
- $7,536,920
- Total assets, end of year
- $7,801,611
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,801,611
- Fair market value of assets
- $15,105,801
- Qualifying distributions
- $634,300
- Net investment income
- $896,517
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY C LOUIS STEWART C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | PRESIDENT | 0 | $0 |
| TRACY L MERRILL C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| JOHN JEFFRY LOUIS C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| EOIN M DEMPSEY C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | TREASURER/SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY C LOUIS STEWART C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | PRESIDENT | 0 | $0 |
| TRACY L MERRILL C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| JOHN JEFFRY LOUIS C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| EOIN M DEMPSEY C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | TREASURER/SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY C LOUIS STEWART C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | PRESIDENT | 0 | $0 |
| TRACY L MERRILL C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| JOHN JEFFRY LOUIS C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | VICE PRESIDENT | 0 | $0 |
| EOIN M DEMPSEY C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147 | TREASURER/SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147-5618
- In care of
- % EOIN M DEMPSEY
- Signed the 990-PF
- EOIN M DEMPSEY, TREASURER
- Phone
- (262) 384-3700
- Return prepared by
- BELL & ANDERSON LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-3640917
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,801,611
- Income (IRS master file)
- $3,173,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,076,134 | $811,907 | $7,801,611 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,184,559 | $886,235 | $7,536,920 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $742,734 | $665,365 | $7,238,562 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3640917).
Questions about MICHAEL W@LOUIS CHARITABLE FOUNDATION
- What is the EIN of MICHAEL W@LOUIS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MICHAEL W@LOUIS CHARITABLE FOUNDATION is 81-3640917.
- Is MICHAEL W@LOUIS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MICHAEL W@LOUIS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL W@LOUIS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL W@LOUIS CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHAEL W@LOUIS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MICHAEL W@LOUIS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MICHAEL W@LOUIS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,076,134, expenses of $811,907 and total assets of $7,801,611 at year end.
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