The Lakeview Foundation Inc
- Assets
- $9.9m
- Revenue
- $679.1k
- Investments
- $9.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 11/1996
- Data as of
- 07/2024
- EIN
- 39-1857646
Organization Overview
The Lakeview Foundation Inc is located in Milwaukee, WI. The organization was established in 1996. 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. Lakeview Foundation Inc 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 07/2024, Lakeview Foundation Inc generated $679.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.0% each year. All expenses for the organization totaled $628.4k during the year ending 07/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Lakeview Foundation Inc has awarded 55 individual grants totaling $3,937,000. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Matthew J Linn Director | 0.25 | $0 | |
Ruth Mcguire Secretary And Director | 0.25 | $0 | |
Fred J Bartkowski Vice President And Director | 0.25 | $0 | |
Ken Krueger Director | 0.25 | $0 | |
Kelly Denk Treasurer And Director | 0.25 | $0 | |
Jane Bartlett Director | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $282,277 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $396,830 |
| Capital Gain Net Income | $396,830 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $679,107 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,982 |
| Total operating and administrative expenses | $103,411 |
| Contributions, gifts, grants paid | $525,000 |
| Total expenses and disbursements | $628,411 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $200,655 |
| Savings and temporary cash investments | $0 |
| 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 | $2,718,415 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $9,877,037 |
| 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, The Lakeview Foundation Inc has awarded $525,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
ST ANTHONY SCHOOL OF MILWAUKEE PURPOSE: GENERAL SUPPORT | $70,000 |
MIDWESTERN UNIVERSITY PURPOSE: GENERAL SUPPORT | $50,000 |
NOTRE DAME MIDDLE SCHOOL PURPOSE: GENERAL SUPPORT | $65,000 |
ST JOSEPH ACADEMY PURPOSE: GENERAL SUPPORT | $65,000 |
ST MARCUS SCHOOL PURPOSE: GENERAL SUPPORT | $250,000 |
NATIVITY JESUIT ACADEMY PURPOSE: GENERAL SUPPORT | $25,000 |