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Nonprofit · EIN 77-6213271

LUCILLE LEWIS CHARITABLE TRUST 6702001230

Tax-exempt · SAINT PAUL, MN 55164

Financials

$60K$38K2023$45K$40K2024$43K$42K2025
Revenue Expenses · by fiscal year end
Financials of LUCILLE LEWIS CHARITABLE TRUST 6702001230 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$42,538$41,543$995$582,882$0$582,882
December 31, 2024990-PF$45,113$39,709$5,404$582,134$0$582,134
December 31, 2023990-PF$60,368$37,776$22,592$576,757$0$576,757
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$22,743
Net gain from sales of assets
$19,795

Expenses

Grants and similar amounts paid
$29,913
Compensation of officers, directors and key employees
$10,219
Disbursements for charitable purposes
$31,760
Excise tax on investment income
$451

Balance sheet and other

Total assets, start of year
$582,134
Total assets, end of year
$582,882
Total liabilities, end of year
$0
Net assets, end of year
$582,882
Fair market value of assets
$723,125
Qualifying distributions
$31,760
Net investment income
$41,956

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
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$10,219
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010624
TRUSTEE1$9,873
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$9,220

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% UNION BANK OF CALIFORNIA NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX 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 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
77-6213271
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$582,882
Income (IRS master file)
$251,248

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$42,538$41,543$582,882IRS
990-PFDecember 2024$45,113$39,709$582,134IRS
990-PFDecember 2023$60,368$37,776$576,757XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 77-6213271).

Questions about LUCILLE LEWIS CHARITABLE TRUST 6702001230

What is the EIN of LUCILLE LEWIS CHARITABLE TRUST 6702001230?
The employer identification number (EIN) of LUCILLE LEWIS CHARITABLE TRUST 6702001230 is 77-6213271.
Is LUCILLE LEWIS CHARITABLE TRUST 6702001230 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LUCILLE LEWIS CHARITABLE TRUST 6702001230 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCILLE LEWIS CHARITABLE TRUST 6702001230 file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCILLE LEWIS CHARITABLE TRUST 6702001230 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 LUCILLE LEWIS CHARITABLE TRUST 6702001230 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 LUCILLE LEWIS CHARITABLE TRUST 6702001230?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,219 (US BANK N A, TRUSTEE).
How much revenue does LUCILLE LEWIS CHARITABLE TRUST 6702001230 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,538, expenses of $41,543 and total assets of $582,882 at year end.

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