T W Lewis Foundation
- Assets
- $17.6m
- Revenue
- $996.7k
- Investments
- $17.1m
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 05/2002
- Data as of
- 12/2021
- EIN
- 86-0989236
Organization Overview
T W Lewis Foundation is located in Scottsdale, AZ. The organization was established in 2002. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. T W Lewis 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 12/2021, T W Lewis Foundation generated $996.7k 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 (6.0%) each year. All expenses for the organization totaled $4.7m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, T W Lewis Foundation has awarded 278 individual grants totaling $12,803,752. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE T.W. LEWIS FOUNDATION MAKES NO PROGRAM RELATED INVESTMENTS. NO DIRECT CHARITABLE ACTIVITIES ARE CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATIVE EXPENSES INCURRED IN CONNECTION WITH OUR TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCATED TO THE INVESTMENT ACTIVITIES OF THE FOUNDATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christa Cooper Director | 40 | $0 | |
Nicole Hoplin Director | 40 | $0 | |
John Jackson Treasurer | 1 | $0 | |
Thomas Lewis Sr Chairman | 2 | $0 | |
Janet Lewis Vice President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $19,841 |
| Interest on Savings | $79,933 |
| Dividends & Interest | $189,070 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $705,724 |
| Capital Gain Net Income | $705,724 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,175 |
| Total Revenue | $996,743 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $50,816 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,931 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $16,880 |
| Total operating and administrative expenses | $225,003 |
| Contributions, gifts, grants paid | $4,470,226 |
| Total expenses and disbursements | $4,695,229 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $125,857 |
| Savings and temporary cash investments | $328,068 |
| 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 | $2,014,694 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $17,553,203 |
| 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, T W Lewis Foundation has awarded $4,470,226 in support to 48 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY KENTUCKY LEWIS HONORS COLLEGE PURPOSE: GENERAL PURPOSE | $1,500,000 |
Oklahoma City, OK PURPOSE: GENERAL PURPOSE | $400,000 |
BARROW NEUROLOGICAL FOUNDATION PURPOSE: GENERAL PURPOSE | $400,000 |
Phoenix, AZ PURPOSE: GENERAL PURPOSE | $300,000 |
ST VINCENT DE PAUL PURPOSE: GENERAL PURPOSE | $110,000 |
Scottsdale, AZ PURPOSE: GENERAL PURPOSE | $100,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Brent Eley Center Inc Aurora, CO | $0 | $0 |