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Nonprofit · EIN 20-8655653

MILDRED LUCK LEWIS FOUNDATION

Tax-exempt · STOCKTON, CA 95207

Financials

$203K$522K2024$157K$689K2025
Revenue Expenses · by fiscal year end
Financials of MILDRED LUCK LEWIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$156,777$689,044-$532,267$3,297,222$0$3,297,222
December 31, 2024990-PF$202,942$521,991-$319,049$3,829,489$0$3,829,489
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$136,421
Interest
$4,643
Net gain from sales of assets
$15,713

Expenses

Grants and similar amounts paid
$654,685
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$656,067
Excise tax on investment income
$1,721

Balance sheet and other

Total assets, start of year
$3,829,489
Total assets, end of year
$3,297,222
Total liabilities, end of year
$0
Net assets, end of year
$3,297,222
Fair market value of assets
$4,800,477
Qualifying distributions
$656,067
Net investment income
$156,777

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.

NameTitleHours / weekCompensation
LYNETTE CLELAND
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
SECRETARY1$0
BARBARA GREENE
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
PRESIDENT2$0
LAURA IACOPI
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LYNETTE CLELAND
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
SECRETARY1$0
BARBARA GREENE
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
PRESIDENT2$0
LAURA IACOPI
3274 W MARCH LANE SUITE 200, STOCKTON, CA 95219
TREASURER1$0

Address and contacts

Address (IRS master file)
2039 W LINCOLN RD, STOCKTON, CA 95207-2464
In care of
% JOHN L CAMMACK
Signed the 990-PF
LAURA IACOPI, TREASURER
Phone
(209) 887-3756
Return prepared by
DRJ CPAS INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8655653
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,297,222
Income (IRS master file)
$850,553

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$646,031$436,553$4,148,538IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 MILDRED LUCK LEWIS FOUNDATION

What is the EIN of MILDRED LUCK LEWIS FOUNDATION?
The employer identification number (EIN) of MILDRED LUCK LEWIS FOUNDATION is 20-8655653.
Is MILDRED LUCK LEWIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to MILDRED LUCK LEWIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILDRED LUCK LEWIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MILDRED LUCK 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 MILDRED LUCK 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 MILDRED LUCK LEWIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MILDRED LUCK LEWIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $156,777, expenses of $689,044 and total assets of $3,297,222 at year end.

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