Nonprofit · EIN 27-6039132
BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST
Tax-exempt · APPLETON, WI 54912
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $15,567 | $32,017 | -$16,450 | $510,739 | $0 | $510,739 |
| December 31, 2024 | 990-PF | $29,705 | $30,960 | -$1,255 | $527,189 | $0 | $527,189 |
| December 31, 2023 | 990-PF | $17,826 | $29,554 | -$11,728 | $528,444 | $0 | $528,444 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,973
- Net gain from sales of assets
- -$4,406
Expenses
- Grants and similar amounts paid
- $23,217
- Compensation of officers, directors and key employees
- $6,698
- Disbursements for charitable purposes
- $27,466
- Excise tax on investment income
- $217
Balance sheet and other
- Total assets, start of year
- $527,189
- Total assets, end of year
- $510,739
- Total liabilities, end of year
- $0
- Net assets, end of year
- $510,739
- Fair market value of assets
- $622,441
- Qualifying distributions
- $27,466
- Net investment income
- $19,973
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 |
|---|---|---|---|
| THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $6,698 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $6,504 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $6,214 |
Address and contacts
- Address (IRS master file)
- PO BOX 2817, APPLETON, WI 54912-2817
- In care of
- % THRIVENT FINANCIAL BANK
- Signed the 990-PF
- THRIVENT TRUST COMPANY, TRUSTEE
- Phone
- (920) 628-5418
- Return prepared by
- BLUE TRUST 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 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
- 27-6039132
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $510,739
- Income (IRS master file)
- $341,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $15,567 | $32,017 | $510,739 | IRS |
| 990-PF | December 2024 | $29,705 | $30,960 | $527,189 | IRS |
| 990-PF | December 2023 | $17,826 | $29,554 | $528,444 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-6039132).
Questions about BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST
- What is the EIN of BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST?
- The employer identification number (EIN) of BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST is 27-6039132.
- Is BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST 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 BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST 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 BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,698 (THRIVENT TRUST COMPANY, TRUSTEE).
- How much revenue does BETTY LEWIS UNIVERSITY OF MINNESOTA SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,567, expenses of $32,017 and total assets of $510,739 at year end.
Other nonprofits in APPLETON
- THRIVENT CHARITABLE IMPACT & INVESTING EIN 41-1802412 · last filed 990 for 2025
- COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC EIN 39-1548450 · last filed 990 for 2024
- THEDACARE FAMILY OF FOUNDATIONS INC EIN 46-4112255 · last filed 990 for 2025
- BASIC NEEDS GIVING PARTNERSHIP INC EIN 88-1888411 · last filed 990 for 2024
- MIELKE FAMILY FOUNDATION INC EIN 39-6074258 · last filed 990 for 2024
- FRANCIE LUKE SILVERMAN FOUNDATION UNDER THE FRANCIE SILVERMAN EIN 32-6303388 · last filed 990-PF for 2025
- GEOFF AND KELLY CROWLEY FAMILY FOUNDATION INC EIN 26-1385752 · last filed 990-PF for 2025
- THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION EIN 39-6624684 · last filed 990-PF for 2025
All nonprofits in APPLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations