Nonprofit · EIN 47-1813365
MORGAN LEWIS FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $267,864 | $483,441 | -$215,577 | $3,896,428 | $0 | $3,896,428 |
| September 30, 2024 | 990 | $1,646,441 | $1,508,184 | $138,257 | $3,808,414 | $0 | $3,808,414 |
| September 30, 2023 | 990 | $357,971 | $530,614 | -$172,643 | $3,192,973 | $0 | $3,192,973 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $114,086
- Program service revenue
- $0
- Investment income
- $153,778
- Net gain from sales of assets
- $65,733
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $475,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,148
- Program services (functional)
- $475,000
- Management and general (functional)
- $8,441
Balance sheet and other
- Total assets, start of year
- $3,808,414
- Total assets, end of year
- $3,896,428
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,896,428
- Publicly traded securities
- $3,776,271
- Net assets without donor restrictions
- $3,896,428
- Gross receipts
- $302,131
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2014
- State of legal domicile
- DE
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA D SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KAREN LODICO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| RAHUL KAPOOR | TREASURER Trustee or director, Officer | 2 | $0 |
| FRANCINE TOMLINSON | ASST. TREASURER Trustee or director, Officer | 1 | $0 |
| ANDREW RUCK | SECRETARY Trustee or director, Officer | 1 | $0 |
| NAGWA HULTQUIST | DIRECTOR Trustee or director | 1 | $0 |
| CHARLENE S SHIMADA | DIRECTOR Trustee or director | 1 | $0 |
| GRACE E SPEIGHTS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE PARK CHIU | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY W LEVIN | DIRECTOR Trustee or director | 1 | $0 |
| SARA WELLS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA D SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KAREN LODICO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| RAHUL KAPOOR | TREASURER Trustee or director, Officer | 2 | $0 |
| FRANCINE TOMLINSON | ASST. TREASURER Trustee or director, Officer | 1 | $0 |
| ANDREW RUCK | SECRETARY Trustee or director, Officer | 1 | $0 |
| NAGWA HULTQUIST | DIRECTOR Trustee or director | 1 | $0 |
| CHARLENE S SHIMADA | DIRECTOR Trustee or director | 1 | $0 |
| GRACE E SPEIGHTS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE PARK CHIU | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY W LEVIN | DIRECTOR Trustee or director | 1 | $0 |
| SARA WELLS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA D SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KAREN LODICO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| RAHUL KAPOOR | TREASURER Trustee or director, Officer | 2 | $0 |
| FRANCINE TOMLINSON | ASST. TREASURER Trustee or director, Officer | 1 | $0 |
| ANDREW RUCK | SECRETARY Trustee or director, Officer | 1 | $0 |
| NAGWA HULTQUIST | DIRECTOR Trustee or director | 1 | $0 |
| CHARLENE S SHIMADA | DIRECTOR Trustee or director | 1 | $0 |
| GRACE E SPEIGHTS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE PARK CHIU | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY W LEVIN | DIRECTOR Trustee or director | 1 | $0 |
| SARA WELLS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2222 MARKET ST, PHILADELPHIA, PA 19103-3007
- Principal officer (990 for 2024)
- AMANDA D SMITH, 2222 MARKET STREET, PHILADELPHIA, PA 19103
- Signed the 990
- RAHUL KAPOOR, TREASURER
- Phone
- (215) 963-5000
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
THE MORGAN LEWIS FOUNDATION IS ORGANIZED AND OPERATED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING MAKING SCHOLARSHIPS TO DESERVING COLLEGE AND LAW SCHOOL STUDENTS AND GRANTS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS.
Program accomplishments
- THE MORGAN LEWIS FOUNDATION OPERATES THE MORGAN LEWIS FOUNDATION SCHOLARSHIP PROGRAM. THE PURPOSE OF THE SCHOLARSHIP PROGRAM IS TO EXPAND ACCESS TO THE LEGAL PROFESSION, THEREBY STRENGTHENING IT AND IMPROVING ITS CONTRIBUTIONS TO THE COMMUNITY, BY MAKING GRANTS TO PROVIDE TUITION ASSISTANCE BASED ON LAW STUDENTS' ACADEMIC ACHIEVEMENTS, FINANCIAL NEED, WORK AND LIFE EXPERIENCES, LEADERSHIP, AND NON-ACADEMIC CONTRIBUTIONS.Expenses $475,000 · grants $475,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 47-1813365
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,896,428
- Income (IRS master file)
- $302,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $267,864 | $483,441 | $3,896,428 | XML |
| 990 | September 2024 | $1,646,441 | $1,508,184 | $3,808,414 | XML |
| 990 | September 2023 | $357,971 | $530,614 | $3,192,973 | XML |
| 990 | September 2022 | $440,914 | $395,633 | $3,106,304 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 47-1813365).
Questions about MORGAN LEWIS FOUNDATION
- What is the EIN of MORGAN LEWIS FOUNDATION?
- The employer identification number (EIN) of MORGAN LEWIS FOUNDATION is 47-1813365.
- Is MORGAN LEWIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MORGAN LEWIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORGAN LEWIS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORGAN LEWIS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORGAN LEWIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MORGAN LEWIS FOUNDATION?
- The 990 for the year ended September 30, 2025 names AMANDA D SMITH.
- Who are the officers and directors of MORGAN LEWIS FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MORGAN LEWIS FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $267,864, expenses of $483,441 and total assets of $3,896,428 at year end.
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