Nonprofit · EIN 06-6038309
BENJAMIN B LEWIS ESTATE
Also known as KOEHLER HERBERT G CO-TTEE
Tax-exempt · TRUMBULL, CT 06611
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $95,787 | $184,247 | -$88,460 | $848,087 | $0 | $848,087 |
| December 31, 2024 | 990-PF | $154,227 | $163,465 | -$9,238 | $937,641 | $0 | $937,641 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $43,852
- Net gain from sales of assets
- $51,935
Expenses
- Grants and similar amounts paid
- $115,000
- Compensation of officers, directors and key employees
- $40,000
- Disbursements for charitable purposes
- $127,454
- Excise tax on investment income
- $542
Balance sheet and other
- Total assets, start of year
- $937,641
- Total assets, end of year
- $848,087
- Total liabilities, end of year
- $0
- Net assets, end of year
- $848,087
- Fair market value of assets
- $2,692,098
- Qualifying distributions
- $127,454
- Net investment income
- $95,787
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 |
|---|---|---|---|
| W PARKER SEELEY JR 3695 POST ROAD - SUITE 201, SOUTHPORT, CT 06890 | TRUSTEE | 0 | $14,000 |
| KARYN A CUNNINGHAM 239 JUDD ROAD, EASTON, CT 06612 | TRUSTEE | 0 | $14,000 |
| HERBERT G KOEHLER 86 CROWN STREET, TRUMBULL, CT 06611 | TRUSTEE | 0 | $12,000 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT G KOEHLER 86 CROWN STREET, TRUMBULL, CT 06611 | TRUSTEE | 0 | $10,000 |
| W PARKER SEELEY JR 3695 POST ROAD - SUITE 201, SOUTHPORT, CT 06890 | TRUSTEE | 0 | $8,000 |
| PHYLLIS W MARSILIUS 239 JUDD ROAD, EASTON, CT 06612 | TRUSTEE | 0 | $4,000 |
| KARYN A CUNNINGHAM 239 JUDD ROAD, EASTON, CT 06612 | TRUSTEE | 0 | $4,000 |
Address and contacts
- Address (IRS master file)
- 46 OLD SAWMILL RD, TRUMBULL, CT 06611-3355
- In care of
- % HERBERT G KOEHLER CO-TRUSTEE
- Signed the 990-PF
- HERBERT G KOEHLER, TRUSTEE
- Phone
- (203) 255-1886
- Return prepared by
- ROBERT A VANCE CPA LLC
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
- 06-6038309
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $848,087
- Income (IRS master file)
- $255,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $95,787 | $184,247 | $848,087 | XML |
| 990-PF | December 2024 | $154,227 | $163,465 | $937,641 | XML |
| 990-PF | December 2023 | $87,441 | $155,834 | $946,886 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BENJAMIN B LEWIS ESTATE
- What is the EIN of BENJAMIN B LEWIS ESTATE?
- The employer identification number (EIN) of BENJAMIN B LEWIS ESTATE is 06-6038309.
- Is BENJAMIN B LEWIS ESTATE tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BENJAMIN B LEWIS ESTATE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BENJAMIN B LEWIS ESTATE 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 BENJAMIN B LEWIS ESTATE 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 BENJAMIN B LEWIS ESTATE?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $14,000 (W PARKER SEELEY JR, TRUSTEE).
- How much revenue does BENJAMIN B LEWIS ESTATE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $95,787, expenses of $184,247 and total assets of $848,087 at year end.
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