Josephine P And John J Louis Foundation
- Assets
- $8.9m
- Revenue
- $285.5k
- Investments
- $8.8m
- Employees
- 0
- Location
- Lake Geneva, WI
- Founding
- 08/1992
- Data as of
- 12/2022
- EIN
- 36-3837993
Organization Overview
Josephine P And John J Louis Foundation is located in Lake Geneva, WI. The organization was established in 1992. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Josephine P And John J Louis Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Josephine P And John J Louis Foundation generated $285.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.7%) each year. All expenses for the organization totaled $402.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (7.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Josephine P And John J Louis Foundation has awarded 236 individual grants totaling $1,803,414. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Josephine P Louis President | 0.1 | $0 | |
Walter W Bell Vice President, Secretary | 0.1 | $0 | |
Kimberly Louis Stewart Director | 0.1 | $0 | |
Tracy Louis Merrill Director | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $94 |
| Dividends & Interest | $223,172 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $28,032 |
| Capital Gain Net Income | $28,032 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $34,158 |
| Total Revenue | $285,456 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $46,198 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $75,001 |
| Total operating and administrative expenses | $130,924 |
| Contributions, gifts, grants paid | $271,950 |
| Total expenses and disbursements | $402,874 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $84,923 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,559,728 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,881,847 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Josephine P And John J Louis Foundation has awarded $271,950 in support to 38 organizations.
| Grant Recipient | Amount |
|---|---|
THE SOCIETY OF THE FOUR ARTS PURPOSE: CHARITABLE | $1,000 |
BETHESDA HOSPITAL FOUNDATION PURPOSE: MEDICAL | $1,000 |
NATIONAL LOUIS UNIVERSITY PURPOSE: EDUCATION | $500 |
NORTHWESTERN UNIVERSITY PURPOSE: EDUCATION | $10,000 |
THE PRAIRIE SCHOOL PURPOSE: EDUCATION | $1,000 |
CHICAGO BOTANICAL GARDEN PURPOSE: ENVIRONMENTAL | $25,500 |