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Nonprofit · EIN 59-7169430

LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL

Tax-exempt · DELAND, FL 32723

Financials

$130K$80K2023
Revenue Expenses · by fiscal year end
Financials of LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$130,002$80,098$49,904$1,540,433$0$1,540,433
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$130,002
Net gain from sales of assets
$94,798
Other revenue
$0

Expenses

Grants and similar amounts paid
$73,853
Other salaries and wages
$6,245
Salaries, compensation and benefits (total)
$6,245
Professional fundraising fees
$0
Program services (functional)
$76,975
Management and general (functional)
$3,123

Balance sheet and other

Total assets, start of year
$1,451,231
Total assets, end of year
$1,540,433
Total liabilities, end of year
$0
Net assets, end of year
$1,540,433
Publicly traded securities
$1,460,409
Gross receipts
$1,592,725
Employees
0
Year formed
1998
State of legal domicile
FL

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 December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
GEORGE SHIERLINGTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
421 N WOODLAND BLVD UNIT 839, DELAND, FL 32723-8300
In care of
% SUNTRUST BANK
Principal officer (990 for 2023)
GEORGE SHIERLING, 421 N WOODLAND BLVD, UNIT 839, DELAND, FL 32723
Signed the 990
GEORGE SHIERLING, TRUSTEE
Phone
(386) 822-0701
Return prepared by
LEFILS & COMPANY LLC

Mission

TO SERVE AS SCHOLARSHIP FUNDS FOR STUDENTS OF THE JOHN B STETSON UNIVERSITY SCHOOL OF BUSINESS ADMINISTRATION WHO ARE IN FINANCIAL NEED. THE TRUSTEES OF THE STETSON BUSINESS SCHOOL FOUNDATION SHALL DETERMINE SUCH AWARD.

990 for the year ended December 31, 2023

Program accomplishments

  • FUNDS GIVEN TO THE STETSON BUSINESS SCHOOL FOR SCHOLARSHIPS.
    Expenses $76,975 · grants $73,853

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 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, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
59-7169430
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,540,433
Income (IRS master file)
$1,592,725

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023$130,002$80,098$1,540,433IRS
990December 2022$7,829$96,331$1,451,231IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 59-7169430).

Questions about LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL

What is the EIN of LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL?
The employer identification number (EIN) of LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL is 59-7169430.
Is LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL 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 LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2023.
Who is the principal officer of LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL?
The 990 for the year ended December 31, 2023 names GEORGE SHIERLING.
Who are the officers and directors of LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL?
The 990 for the year ended December 31, 2023 lists 1 person; 0 received compensation from the organization.
How much revenue does LEWIS FELL TRUST FBO STETSON BUSINESS SCHOOL have?
On its 990 for the year ended December 31, 2023 it reported revenue of $130,002, expenses of $80,098 and total assets of $1,540,433 at year end.

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