Nonprofit · EIN 27-6039148
BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR
Tax-exempt · APPLETON, WI 54912
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $191,585 | $188,454 | $3,131 | $2,836,321 | $0 | $2,836,321 |
| December 31, 2024 | 990-PF | $185,931 | $177,649 | $8,282 | $2,833,190 | $0 | $2,833,190 |
| December 31, 2023 | 990-PF | $152,361 | $185,412 | -$33,051 | $2,824,908 | $0 | $2,824,908 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $130,086
- Net gain from sales of assets
- $61,499
Expenses
- Grants and similar amounts paid
- $141,787
- Compensation of officers, directors and key employees
- $38,608
- Disbursements for charitable purposes
- $163,091
- Excise tax on investment income
- $2,362
Balance sheet and other
- Total assets, start of year
- $2,833,190
- Total assets, end of year
- $2,836,321
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,836,321
- Fair market value of assets
- $3,534,293
- Qualifying distributions
- $163,091
- Net investment income
- $191,585
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 THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $38,608 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $37,754 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY THRIVENT TRUST COMPANY PO BOX 2817, APPLETON, WI 549122817 | TRUSTEE | 10 | $36,301 |
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
- 27-6039148
- 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)
- Environment (C30)
- Assets (IRS master file)
- $2,836,321
- Income (IRS master file)
- $2,383,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $191,585 | $188,454 | $2,836,321 | IRS |
| 990-PF | December 2024 | $185,931 | $177,649 | $2,833,190 | IRS |
| 990-PF | December 2023 | $152,361 | $185,412 | $2,824,908 | 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 27-6039148).
Questions about BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR
- What is the EIN of BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR?
- The employer identification number (EIN) of BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR is 27-6039148.
- Is BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR 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 A LEWIS ENVIRONMENTAL CHARITABLE TR 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 A LEWIS ENVIRONMENTAL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,608 (THRIVENT TRUST COMPANY THRIVENT TRUST COMPANY, TRUSTEE).
- How much revenue does BETTY A LEWIS ENVIRONMENTAL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $191,585, expenses of $188,454 and total assets of $2,836,321 at year end.
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