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Nonprofit · EIN 38-6517224

LEWIS FAMILY CHARITABLE TRUST

Tax-exempt · DELRAY BEACH, FL 33445

Financials

$4.3M$1.9M2023$2.2M$1.8M2024$2.1M$1.7M2025
Revenue Expenses · by fiscal year end
Financials of LEWIS FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,132,417$1,651,998$480,419$19,033,708$0$19,033,708
December 31, 2024990-PF$2,161,534$1,769,976$391,558$18,553,289$0$18,553,289
December 31, 2023990-PF$4,314,210$1,858,860$2,455,350$18,161,731$0$18,161,731
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$475,471
Interest
$72,616
Net gain from sales of assets
$1,584,330

Expenses

Grants and similar amounts paid
$1,167,524
Compensation of officers, directors and key employees
$300,000
Disbursements for charitable purposes
$1,167,524
Excise tax on investment income
$27,076

Balance sheet and other

Total assets, start of year
$18,553,289
Total assets, end of year
$19,033,708
Total liabilities, end of year
$0
Net assets, end of year
$19,033,708
Fair market value of assets
$27,207,273
Qualifying distributions
$1,167,524
Net investment income
$2,132,417

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
A BART LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000
SUSAN LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
A BART LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000
SUSAN LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
A BART LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000
SUSAN LEWIS
4477 WHITE CEDAR LANE, DELRAY BEACH, FL 33445
TRUSTEE15$150,000

Address and contacts

Address (IRS master file)
4477 WHITE CEDAR LN, DELRAY BEACH, FL 33445-7069
Signed the 990-PF
A BART LEWIS, TRUSTEE
Phone
(248) 318-2425
Return prepared by
POLK AND ASSOCIATES PLC

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
38-6517224
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$19,033,708
Income (IRS master file)
$4,371,302

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,132,417$1,651,998$19,033,708XML
990-PFDecember 2024$2,161,534$1,769,976$18,553,289XML
990-PFDecember 2023$4,314,210$1,858,860$18,161,731XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 38-6517224).

Questions about LEWIS FAMILY CHARITABLE TRUST

What is the EIN of LEWIS FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of LEWIS FAMILY CHARITABLE TRUST is 38-6517224.
Is LEWIS FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to LEWIS FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS FAMILY CHARITABLE TRUST 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 LEWIS FAMILY CHARITABLE TRUST 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 LEWIS FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $150,000 (A BART LEWIS, TRUSTEE).
How much revenue does LEWIS FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,132,417, expenses of $1,651,998 and total assets of $19,033,708 at year end.

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