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Nonprofit · EIN 39-1857646

THE LAKEVIEW FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53211

Financials

$679K$628K2023$868K$661K2024
Revenue Expenses · by fiscal year end
Financials of THE LAKEVIEW FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$868,027$660,564$207,463$10,084,500$0$10,084,500
July 31, 2024990-PF$679,107$628,411$50,696$9,877,037$0$9,877,037
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$172,311
Net gain from sales of assets
$695,716

Expenses

Grants and similar amounts paid
$575,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$576,384
Excise tax on investment income
$10,979

Balance sheet and other

Total assets, start of year
$9,877,037
Total assets, end of year
$10,084,500
Total liabilities, end of year
$0
Net assets, end of year
$10,084,500
Fair market value of assets
$11,797,337
Qualifying distributions
$576,384
Net investment income
$868,027

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW J LINN
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
RUTH MCGUIRE
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
SECRETARY AND DIRECTOR0.25$0
FRED J BARTKOWSKI
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
VICE PRESIDENT AND DIRECTOR0.25$0
KEN KRUEGER
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
KELLY DENK
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
TREASURER AND DIRECTOR0.25$0
JANE BARTLETT
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
RON PERRI
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
PRESIDENT AND DIRECTOR0.5$0
CHARLES SEVERSON
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
TIMOTHY A VALLEY
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
990-PF for the year ended July 31, 2024: 9 people
NameTitleHours / weekCompensation
MATTHEW J LINN
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
RUTH MCGUIRE
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
SECRETARY AND DIRECTOR0.25$0
FRED J BARTKOWSKI
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
VICE PRESIDENT AND DIRECTOR0.25$0
KEN KRUEGER
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
KELLY DENK
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
TREASURER AND DIRECTOR0.25$0
JANE BARTLETT
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
RON PERRI
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
PRESIDENT AND DIRECTOR0.5$0
CHARLES SEVERSON
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0
TIMOTHY A VALLEY
2327 NORTH MURRAY AVE, MILWAUKEE, WI 53211
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
2327 N MURRAY AVE, MILWAUKEE, WI 53211-4404
Signed the 990-PF
RON PERRI, PRESIDENT
Phone
(414) 916-9930
Return prepared by
KERBER ECK & BRAECKEL LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
39-1857646
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
1996
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$10,084,500
Income (IRS master file)
$4,018,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$868,027$660,564$10,084,500XML
990-PFJuly 2024$679,107$628,411$9,877,037XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––IRS
990-PFJuly 2018–––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 39-1857646).

Questions about THE LAKEVIEW FOUNDATION INC

What is the EIN of THE LAKEVIEW FOUNDATION INC?
The employer identification number (EIN) of THE LAKEVIEW FOUNDATION INC is 39-1857646.
Is THE LAKEVIEW FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to THE LAKEVIEW FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LAKEVIEW FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LAKEVIEW FOUNDATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE LAKEVIEW FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of THE LAKEVIEW FOUNDATION INC?
The 990-PF for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does THE LAKEVIEW FOUNDATION INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $868,027, expenses of $660,564 and total assets of $10,084,500 at year end.

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