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Nonprofit · EIN 31-1401478

PHOEBE R AND JOHN D LEWIS FOUNDATION

Tax-exempt · GREEN BAY, WI 54301

Financials

$1.5M$988K2023$1.4M$952K2024$2.5M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of PHOEBE R AND JOHN D LEWIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,508,629$1,095,413$1,413,216$11,137,876$0$11,137,876
December 31, 2024990-PF$1,432,768$952,076$480,692$9,724,660$0$9,724,660
December 31, 2023990-PF$1,466,808$987,968$478,840$9,243,968$0$9,243,968
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$855,651
Dividends
$365,663
Interest
$76,440
Net gain from sales of assets
$1,210,875

Expenses

Grants and similar amounts paid
$949,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$950,029
Excise tax on investment income
$21,206

Balance sheet and other

Total assets, start of year
$9,724,660
Total assets, end of year
$11,137,876
Total liabilities, end of year
$0
Net assets, end of year
$11,137,876
Fair market value of assets
$22,917,129
Qualifying distributions
$950,029
Net investment income
$1,652,978

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
LLOYD EAGAN
3421 CONSERVANCY LANE, MIDDLETON, WI 53562
PRESIDENT1$0
THEKLA METZ
1215 GREENLEAF STREET, EVANSTON, IL 60602
VICE PRESIDENT1$0
MEREDITH DEGEN
3518 BLACKHAWK DR, MADISON, WI 53705
SECRETARY1$0
BRADLEY LEWIS
70 SOMERSET STREET, BELMONT, MA 02478
TREASURER1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LLOYD EAGAN
3421 CONSERVANCY LANE, MIDDLETON, WI 53562
PRESIDENT1$0
THEKLA METZ
1215 GREENLEAF STREET, EVANSTON, IL 60602
VICE PRESIDENT1$0
MEREDITH DEGEN
3518 BLACKHAWK DR, MADISON, WI 53705
SECRETARY1$0
BRADLEY LEWIS
70 SOMERSET STREET, BELMONT, MA 02478
TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LLOYD EAGAN
3421 CONSERVANCY LANE, MIDDLETON, WI 53562
PRESIDENT1$0
THEKLA METZ
1215 GREENLEAF STREET, EVANSTON, IL 60602
VICE PRESIDENT1$0
MEREDITH DEGEN
3518 BLACKHAWK DR, MADISON, WI 53705
SECRETARY1$0
BRADLEY LEWIS
70 SOMERSET STREET, BELMONT, MA 02478
TREASURER1$0

Address and contacts

Address (IRS master file)
2300 RIVERSIDE DR STE 126, GREEN BAY, WI 54301-1966
In care of
% ANN M KENNEDY
Signed the 990-PF
LLOYD EAGAN, PRESIDENT
Phone
(414) 333-1767
Return prepared by
APRIO ADVISORY GROUP 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 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
31-1401478
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,137,876
Income (IRS master file)
$3,928,606

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,508,629$1,095,413$11,137,876XML
990-PFDecember 2024$1,432,768$952,076$9,724,660IRS
990-PFDecember 2023$1,466,808$987,968$9,243,968XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 31-1401478).

Questions about PHOEBE R AND JOHN D LEWIS FOUNDATION

What is the EIN of PHOEBE R AND JOHN D LEWIS FOUNDATION?
The employer identification number (EIN) of PHOEBE R AND JOHN D LEWIS FOUNDATION is 31-1401478.
Is PHOEBE R AND JOHN D LEWIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to PHOEBE R AND JOHN D LEWIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHOEBE R AND JOHN D LEWIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PHOEBE R AND JOHN D 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 PHOEBE R AND JOHN D 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 PHOEBE R AND JOHN D LEWIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PHOEBE R AND JOHN D LEWIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,508,629, expenses of $1,095,413 and total assets of $11,137,876 at year end.

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