LEWIS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LEWIS FOUNDATION (EIN 74-2936403)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202631329349104008
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T12:27:38-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203593711PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Neuwirth Slaughter & Associates LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1168 Col Etheredge Blvd Ste BAddressLine1Txt
CityHuntsvilleCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77340ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742936403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEWIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone9367301154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8488AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77340ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERI KLASNAPersonNm
Person TitleMEMBERPersonTitleTxt
Phone9367301154PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN SLAUGHTER CPAPreparerPersonNm
PTINP00815120PTIN
Phone9362918500PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$2,077,471FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm$0InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,729DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,729DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$154,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$239,886GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$154,904CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$193,633TotalRevAndExpnssAmt
Total Net Invst Incm$193,633TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,420AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,501TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,921TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,712ExcessRevenueOverExpensesAmt
Net Investment Income$193,633NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$0SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$0SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$1,300,880OtherAssetsBOYAmt
Other Assets EOY$1,341,604OtherAssetsEOYAmt
Other Assets EOYFMV$2,077,471OtherAssetsEOYFMVAmt
Total Assets BOY$1,300,893TotalAssetsBOYAmt
Total Assets EOY$1,341,604TotalAssetsEOYAmt
Total Assets EOYFMV$2,077,471TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,300,893RetainedEarningBOYAmt
Retained Earning EOY$1,341,604RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,300,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,341,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,300,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,341,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,300,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,712ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,341,605SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,341,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMR GROWTH & INCP2016-01-222025-05-13$2,722$0$1,708$1,014$0$0$0$1,014
AMR GROWTH & INCP2016-01-222025-12-05$149,987$0$83,274$66,713$0$0$0$66,713
CAPITAL GAIN DISTRIBUTIONP2016-01-222025-12-05$87,177$0$0$87,177$0$0$0$87,177
FieldValueIRS element (for citing)
Capital Gain Net Income$154,904CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,691InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,691SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,691TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,691ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,691TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,691OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$63EsPenaltyAmt
Tax Due$63TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NEUWIRTH SLAUGHTER & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9362918500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8488AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77340ZIPCd
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTERRI KLASNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 420AddressLine1Txt
CityCALHANCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80808ZIPCd
FieldValueIRS element (for citing)
TitleMANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,046,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,046,963TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,046,963AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,016,259NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,691TaxBasedOnInvestmentIncomeAmt
Total Tax$2,691TotalTaxAmt
Distributable Before Adj$98,122DistributableBeforeAdjAmt
Distributable Before Ded$98,122DistributableBeforeDedAmt
Distributable As Adjusted$98,122DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,000ExpensesAndContributionsAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,122DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$120,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,839ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,256ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,658ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,176ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$263,929TotalExcessDistributionCyovAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$98,122AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,878RemainingDistriFromCorpusAmt
Total Corpus$315,807TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$120,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$195,807ExcessDistriCyovToNextYrAmt
Excess From Year4$20,839ExcessFromYear4Amt
Excess From Year3$32,256ExcessFromYear3Amt
Excess From Year2$34,658ExcessFromYear2Amt
Excess From Year1$56,176ExcessFromYear1Amt
Excess From Current Year$51,878ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROCK HILL BAPTIST CHURCH
20022 TEXAS 31 EBROWNSBOROTX75756PFDONATION$15,000
THE TOBYKEITH FOUNDATION
818 NE 8TH STOKLAHOMA CITYOK73104PFDONATION$20,000
HOPE SPRINGS WATER
216 S PALESTINE STATHENSTX75751NCDONATION$20,000
BETHANY CHILDREN'S HEALTH CENTER
6800 NW 39TH EXPRESSWAYBETHANYOK73008PFDONATION$20,000
LIVING WORD COMMUNITY CHURCH
532 COLORADO AVECALHANCO80808PFDONATION$40,000
HOPE CENTER OF EDMOND
1251 N BROADWAY STE AEDMONDOK73034PFDONATION$10,000
COMMUNITY CARE FOOD PANTRY
1517 E COLLEGE STATHENSTX75751PFDONATION$15,000
CARE & SHARE FOOD BANK
2605 PREAMBLE POINTCOLORADO SPRINGSCO80915PFDONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business999000BusinessCd
Unrelated Business Taxbl Incm$38,729UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$38,729UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,729TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryNEUWIRTH SLAUGHTER TAX PREPARATIONCategoryTxt
Amt$1,420Amt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$1,300,880BOYBookValueAmt
EOY Book Value$1,341,604EOYBookValueAmt
EOYFMV$2,077,471EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PRIOR YEAR FIT$0
ROUNDING$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSUPPLIESDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
NET INVESTMENT INCOME$0
ROUNDING$0
FOREIGN TAX PAID$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
INCOME$1,302
FOREIGN$199
BANK FEES

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