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Nonprofit · EIN 30-0307161

THE WALTER M LEWIS FAMILY FOUNDATION

Tax-exempt · MERIDIAN, ID 83642

Financials

$9K$42K2022$10K$54K2023$10K$29K2024$5K$27K2025
Revenue Expenses · by fiscal year end
Financials of THE WALTER M LEWIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,701$27,114-$22,413$276,315$0$276,315
December 31, 2024990-PF$10,315$29,038-$18,723$298,728$0$298,728
December 31, 2023990-PF$10,311$53,571-$43,260$317,451$0$317,451
December 31, 2022990-PF$9,297$41,679-$32,382$360,711$0$360,711
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Net gain from sales of assets
-$6
Other income
$4,707

Expenses

Grants and similar amounts paid
$23,200
Disbursements for charitable purposes
$23,200

Balance sheet and other

Total assets, start of year
$298,728
Total assets, end of year
$276,315
Total liabilities, end of year
$0
Net assets, end of year
$276,315
Qualifying distributions
$23,200

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
GEORGE W LEWIS
2686 EAST GREENBROOK, EAGLE, ID 83616
Trustee1$0
DR TAMARA SHEFFIELD
36 S STATE STREET 21ST FLOOR, SALT LAKE CITY, UT 84111
Trustee1$0
DR KAREN LEWIS CO ARIZONA
DEPT OF H/S 150 N 18 AVE 140, PHOENIX, AZ 85016
Trustee1$0
DR JOHN M LEWIS
2166 EAST DRAKE CT, GILBERT, AZ 852343800
Trustee1$0
JOSEPH L MORTON III
132 SW 5TH AVENUE, MERIDIAN, ID 83642
Trustee1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
GEORGE W LEWIS
2686 EAST GREENBROOK, EAGLE, ID 83616
Trustee1$0
DR TAMARA SHEFFIELD
36 S STATE STREET 21ST FLOOR, SALT LAKE CITY, UT 84111
Trustee1$0
DR KAREN LEWIS CO ARIZONA
DEPT OF H/S 150 N 18 AVE 140, PHOENIX, AZ 85016
Trustee1$0
DR JOHN M LEWIS
2166 EAST DRAKE CT, GILBERT, AZ 852343800
Trustee1$0
JOSEPH L MORTON III
132 SW 5TH AVENUE, MERIDIAN, ID 83642
Trustee1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
GEORGE W LEWIS
2686 EAST GREENBROOK, EAGLE, ID 83616
Trustee1$0
DR TAMARA SHEFFIELD
36 S STATE STREET 21ST FLOOR, SALT LAKE CITY, UT 84111
Trustee1$0
DR KAREN LEWIS CO ARIZONA
DEPT OF H/S 150 N 18 AVE 140, PHOENIX, AZ 85016
Trustee1$0
DR JOHN M LEWIS
2166 EAST DRAKE CT, GILBERT, AZ 852343800
Trustee1$0
JOSEPH L MORTON III
132 SW 5TH AVENUE, MERIDIAN, ID 83642
Trustee1$0
990-PF for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
GEORGE W LEWIS
2686 EAST GREENBROOK, EAGLE, ID 83616
Trustee1$0
DR TAMARA SHEFFIELD
36 S STATE STREET 21ST FLOOR, SALT LAKE CITY, UT 84111
Trustee1$0
DR KAREN LEWIS CO ARIZONA
DEPT OF H/S 150 N 18 AVE 140, PHOENIX, AZ 85016
Trustee1$0
DR JOHN M LEWIS
2166 EAST DRAKE CT, GILBERT, AZ 852343800
Trustee1$0
JOSEPH L MORTON III
132 SW 5TH AVENUE, MERIDIAN, ID 83642
Trustee1$0

Address and contacts

Address (IRS master file)
132 SW 5TH AVE STE 150, MERIDIAN, ID 83642-2929
In care of
% JOSEPH LYNCH MORTON III
Signed the 990-PF
DR JOHN M LEWIS, Trustee
Phone
(208) 287-4433
Return prepared by
Olsen & Company CPAs PA

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
30-0307161
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$276,315
Income (IRS master file)
$184,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,701$27,114$276,315XML
990-PFDecember 2024$10,315$29,038$298,728XML
990-PFDecember 2023$10,311$53,571$317,451XML
990-PFDecember 2022$9,297$41,679$360,711XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 30-0307161).

Questions about THE WALTER M LEWIS FAMILY FOUNDATION

What is the EIN of THE WALTER M LEWIS FAMILY FOUNDATION?
The employer identification number (EIN) of THE WALTER M LEWIS FAMILY FOUNDATION is 30-0307161.
Is THE WALTER M LEWIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to THE WALTER M LEWIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WALTER M LEWIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WALTER M LEWIS FAMILY 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 THE WALTER M LEWIS FAMILY 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 THE WALTER M LEWIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does THE WALTER M LEWIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,701, expenses of $27,114 and total assets of $276,315 at year end.

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