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Nonprofit · EIN 73-6091750

LEW WENTZ FOUNDATION

Tax-exempt · NORMAN, OK 73019

Financials

$990K$386K2023
Revenue Expenses · by fiscal year end
Financials of LEW WENTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2024990$990,138$386,247$603,891$33,209,713$219$33,209,494
Financial details: 990 for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$387,588
Investment income
$602,550
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$21,300
Program services (functional)
$275,127
Management and general (functional)
$111,120

Balance sheet and other

Total assets, start of year
$30,582,403
Total assets, end of year
$33,209,713
Total liabilities, end of year
$219
Net assets, end of year
$33,209,494
Publicly traded securities
$23,663,340
Net assets without donor restrictions
$33,209,494
Gross receipts
$990,138
Employees
0
Volunteers
5
Year formed
1926
State of legal domicile
ND

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 for the year ended June 30, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MATT HAMILTONChairman
Trustee or director, Officer
5$0$185,427$14,192
COURTNEY HENDERSONSecretary
Officer
5$0$69,992$21,661
WILLIAM LISSAUTrustee
Trustee or director
2$0$0$0
JEFF NORTHCUTTrustee
Trustee or director
2$0$0$0
MICHAEL NASHTrustee
Trustee or director
2$0$0$0
ANITA HOLLOWAYTrustee
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
1000 ASP AVE RM 208, NORMAN, OK 73019-4039
Principal officer (990 for 2023)
MATT HAMILTON, 1000 ASP AVENUE ROOM 208, NORMAN, OK 73019
Signed the 990
MATT HAMILTON, Chairman
Phone
(405) 325-1434
Return prepared by
HBC CPAs & Advisors

Mission

THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA.

990 for the year ended June 30, 2024

Program accomplishments

  • THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA. DURING THE YEAR, $997,000 OF NEW LOANS WERE AWARDED TO A LITTLE OVER 400 STUDENTS.
    Expenses $275,127 · revenue $387,588

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Not on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
73-6091750
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1951
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$33,209,713
Income (IRS master file)
$990,138

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2024$990,138$386,247$33,209,713XML
990June 2023$792,776$418,294$30,582,403IRS
990June 2022$746,835$461,784$28,728,748IRS
990June 2021–––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 73-6091750).

Questions about LEW WENTZ FOUNDATION

What is the EIN of LEW WENTZ FOUNDATION?
The employer identification number (EIN) of LEW WENTZ FOUNDATION is 73-6091750.
Is LEW WENTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to LEW WENTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LEW WENTZ FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEW WENTZ FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEW WENTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2024.
Who is the principal officer of LEW WENTZ FOUNDATION?
The 990 for the year ended June 30, 2024 names MATT HAMILTON.
Who are the officers and directors of LEW WENTZ FOUNDATION?
The 990 for the year ended June 30, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does LEW WENTZ FOUNDATION have?
On its 990 for the year ended June 30, 2024 it reported revenue of $990,138, expenses of $386,247 and total assets of $33,209,713 at year end.

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