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Nonprofit · EIN 81-3640917

MICHAEL W@LOUIS CHARITABLE FOUNDATION

Tax-exempt · LAKE GENEVA, WI 53147

Financials

$743K$665K2023$1.2M$886K2024$1.1M$812K2025
Revenue Expenses · by fiscal year end
Financials of MICHAEL W@LOUIS CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,076,134$811,907$264,227$7,801,611$0$7,801,611
December 31, 2024990-PF$1,184,559$886,235$298,324$7,536,920$0$7,536,920
December 31, 2023990-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.

NameTitleHours / weekCompensation
KIMBERLY C LOUIS STEWART
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
PRESIDENT0$0
TRACY L MERRILL
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
JOHN JEFFRY LOUIS
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
EOIN M DEMPSEY
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
TREASURER/SECRETARY0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
KIMBERLY C LOUIS STEWART
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
PRESIDENT0$0
TRACY L MERRILL
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
JOHN JEFFRY LOUIS
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
EOIN M DEMPSEY
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
TREASURER/SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KIMBERLY C LOUIS STEWART
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
PRESIDENT0$0
TRACY L MERRILL
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
JOHN JEFFRY LOUIS
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
VICE PRESIDENT0$0
EOIN M DEMPSEY
C/O 410 HUNT CLUB WAY, LAKE GENEVA, WI 53147
TREASURER/SECRETARY0$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$7,801,611
Income (IRS master file)
$3,173,994

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,076,134$811,907$7,801,611IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$1,184,559$886,235$7,536,920IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$742,734$665,365$7,238,562XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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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