Nonprofit · EIN 75-1089368
JERRY M LEWIS MD MENTAL HEALTH FOUNDATION
Tax-exempt · DALLAS, TX 75214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $531,877 | $403,869 | $128,008 | $4,860,002 | $186,069 | $4,673,933 |
| December 31, 2024 | 990-PF | $548,083 | $407,673 | $140,410 | $4,672,860 | $195,570 | $4,477,290 |
| December 31, 2023 | 990-PF | $267,461 | $356,024 | -$88,563 | $4,425,661 | $36,130 | $4,389,531 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,933
- Dividends
- $128,412
- Net gain from sales of assets
- $390,961
- Other income
- $2,571
Expenses
- Grants and similar amounts paid
- $89,058
- Compensation of officers, directors and key employees
- $140,486
- Salaries, compensation and benefits (total)
- $42,087
- Disbursements for charitable purposes
- $292,642
- Excise tax on investment income
- $5,673
Balance sheet and other
- Total assets, start of year
- $4,672,860
- Total assets, end of year
- $4,860,002
- Total liabilities, end of year
- $186,069
- Net assets, end of year
- $4,673,933
- Fair market value of assets
- $4,860,002
- Qualifying distributions
- $292,642
- Net investment income
- $519,373
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 |
|---|---|---|---|
| CARLOS W DAVIS JR 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Executive Dir. | 10 | $85,108 |
| JOHN T GOSSETT PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $46,927 |
| BETSY D KENNARD PsyD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $5,650 |
| JOHN W BRYANT JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $2,800 |
| NICK BUEHNER JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| TED P ASAY PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| RYCKE L MARSHALL PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| CHRISTINE HORNER LEWIS 6301 GASTON AVE STE 620, DALLAS, TX 75214 | President | 1 | $0 |
| JERRY M LEWIS III MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| MARTIN LUMPKIN PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Chairman | 1 | $0 |
| M MATTHEW HOUSSON PHD 6301 GASTON AVESTE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| BURTON C EINSPRUCH MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | LIFE MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS W DAVIS JR 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Executive Dir. | 10 | $82,633 |
| JOHN T GOSSETT PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $37,357 |
| NICK BUEHNER JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| TED P ASAY PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| RYCKE L MARSHALL PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| JERRY M LEWIS III MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| MARTIN LUMPKIN PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| M MATTHEW HOUSSON PHD 6301 GASTON AVESTE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| JOHN W BRYANT JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Chairman | 1 | $0 |
| CHRISTINE HORNER LEWIS 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| BURTON C EINSPRUCH MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | LIFE MEMBER | 1 | $0 |
| BETSY D KENNARD PsyD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS W DAVIS JR 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Executive Dir. | 10 | $74,979 |
| JOHN T GOSSETT PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $39,870 |
| CHRISTINE HORNER LEWIS 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $2,400 |
| BETSY D KENNARD PsyD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $2,400 |
| JOHN W BRYANT JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Chairman | 1 | $2,000 |
| NICK BUEHNER JD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $1,600 |
| TED P ASAY PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| RYCKE L MARSHALL PHD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| KATHLEEN B ERDMAN MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| JERRY M LEWIS III MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| MARTIN LUMPKIN PhD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| M MATTHEW HOUSSON PHD 6301 GASTON AVESTE 620, DALLAS, TX 75214 | Trustee | 1 | $0 |
| BURTON C EINSPRUCH MD 6301 GASTON AVE STE 620, DALLAS, TX 75214 | LIFE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6301 GASTON AVE STE 445, DALLAS, TX 75214-6292
- Signed the 990-PF
- CARLOS W DAVIS JR, Executive Director
- Phone
- (214) 388-0451
- Website
- WWW.JMLEWISFOUNDATION.ORG
- Return prepared by
- Sutton Frost Cary LLP
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
- 75-1089368
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,860,002
- Income (IRS master file)
- $2,138,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $531,877 | $403,869 | $4,860,002 | XML |
| 990-PF | December 2024 | $548,083 | $407,673 | $4,672,860 | XML |
| 990-PF | December 2023 | $267,461 | $356,024 | $4,425,661 | 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 75-1089368).
Questions about JERRY M LEWIS MD MENTAL HEALTH FOUNDATION
- What is the EIN of JERRY M LEWIS MD MENTAL HEALTH FOUNDATION?
- The employer identification number (EIN) of JERRY M LEWIS MD MENTAL HEALTH FOUNDATION is 75-1089368.
- Is JERRY M LEWIS MD MENTAL HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to JERRY M LEWIS MD MENTAL HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY M LEWIS MD MENTAL HEALTH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY M LEWIS MD MENTAL HEALTH 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 JERRY M LEWIS MD MENTAL HEALTH 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 JERRY M LEWIS MD MENTAL HEALTH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 4 received compensation from the organization, the highest $85,108 (CARLOS W DAVIS JR, Executive Dir.).
- How much revenue does JERRY M LEWIS MD MENTAL HEALTH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $531,877, expenses of $403,869 and total assets of $4,860,002 at year end.
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