Nonprofit · EIN 45-6628772
LEWIS FOUNDATION
Also known as THOMAS A VALLETT TTEE
Tax-exempt · BRENTWOOD, TN 37027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,003,005 | $1,247,199 | -$244,194 | $908,593 | $0 | $908,593 |
| December 31, 2024 | 990-PF | $2,317,759 | $4,114,105 | -$1,796,346 | $3,014,699 | $0 | $3,014,699 |
| December 31, 2023 | 990-PF | $1,180,098 | $2,231,893 | -$1,051,795 | $6,406,907 | $0 | $6,406,907 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,065
- Net gain from sales of assets
- $963,940
Expenses
- Grants and similar amounts paid
- $1,182,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,182,500
- Excise tax on investment income
- $13,042
Balance sheet and other
- Total assets, start of year
- $3,014,699
- Total assets, end of year
- $908,593
- Total liabilities, end of year
- $0
- Net assets, end of year
- $908,593
- Fair market value of assets
- $2,075,711
- Qualifying distributions
- $1,182,500
- Net investment income
- $1,003,005
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS A VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUSTEE | 0.25 | $0 |
| JANE E VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| ELIZABETH PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| SARA J BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| PAUL T VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| WADE C PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| JEFF BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS A VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUSTEE | 0.25 | $0 |
| JANE E VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| ELIZABETH PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| SARA J BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| PAUL T VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| WADE C PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| JEFF BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS A VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUSTEE | 0.25 | $0 |
| JANE E VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| ELIZABETH PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| SARA J BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| PAUL T VALLETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| WADE C PRIVETT 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
| JEFF BAUMGARTNER 9274 EXTON LANE, BRENTWOOD, TN 37027 | TRUST COMMITTEE MEMBER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 9274 EXTON LN, BRENTWOOD, TN 37027-1402
- Signed the 990-PF
- TOM VALLET, TRUSTEE
- Phone
- (615) 889-8901
- Return prepared by
- LBMC PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6628772
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $908,593
- Income (IRS master file)
- $1,621,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,003,005 | $1,247,199 | $908,593 | XML |
| 990-PF | December 2024 | $2,317,759 | $4,114,105 | $3,014,699 | XML |
| 990-PF | December 2023 | $1,180,098 | $2,231,893 | $6,406,907 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 45-6628772).
Questions about LEWIS FOUNDATION
- What is the EIN of LEWIS FOUNDATION?
- The employer identification number (EIN) of LEWIS FOUNDATION is 45-6628772.
- Is LEWIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to LEWIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEWIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEWIS FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEWIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,003,005, expenses of $1,247,199 and total assets of $908,593 at year end.
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All nonprofits in BRENTWOOD · Tennessee · Philanthropy, voluntarism and grantmaking foundations