Phoebe R And John D Lewis Foundation
- Assets
- $9.2m
- Revenue
- $1.5m
- Investments
- $7.2m
- Employees
- 0
- Location
- Glendale, WI
- Founding
- 02/1995
- Data as of
- 12/2023
- EIN
- 31-1401478
Organization Overview
Phoebe R And John D Lewis Foundation is located in Glendale, WI. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phoebe R And John D Lewis Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Phoebe R And John D Lewis Foundation generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 10.7% each year . All expenses for the organization totaled $988.0k during the year ending 12/2023. While expenses have increased by 4.1% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Phoebe R And John D Lewis Foundation has awarded 394 individual grants totaling $6,710,514. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lloyd Eagan President | 1 | $0 | |
Thekla Metz Vice President | 1 | $0 | |
Meredith Degen Secretary | 1 | $0 | |
Bradley Lewis Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $109,408 |
| Dividends & Interest | $267,244 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,090,156 |
| Capital Gain Net Income | $1,090,156 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,466,808 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,500 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $112,968 |
| Contributions, gifts, grants paid | $875,000 |
| Total expenses and disbursements | $987,968 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,080,381 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $9,243,968 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Phoebe R And John D Lewis Foundation has awarded $875,000 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
ARIZONA LAND AND WATER TRUST PURPOSE: PROGRAM SUPPORT | $5,000 |
AUDOBON MASS - HABITAT PURPOSE: PROGRAM SUPPORT AND LAND ACQUISITION FUND | $5,000 |
BOYS & GIRLS CLUB OF THE NORTH COUNTRY PURPOSE: PROGRAM SUPPORT | $5,000 |
CATO INSTITUTE PURPOSE: PROGRAM SUPPORT | $5,000 |
CLEAN LAKES ALLIANCE PURPOSE: YAHARA SOCIETY MEMBERSHIP, COMMUNITY MEETINGS, EDUCATION PROJECTS, PARTNERSHIPS OR GRANT FUNDING | $21,235 |
CONCORD ACADEMY PURPOSE: ANNUAL FUND | $25,000 |