Nonprofit · EIN 81-4281545
GEORGE T LEWIS JR FOUNDATION
Tax-exempt · CHARLOTTE, NC 28209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,401,641 | $2,067,312 | -$665,671 | $29,019,451 | $0 | $29,019,451 |
| December 31, 2023 | 990-PF | $1,217,285 | $1,966,213 | -$748,928 | $29,676,568 | $0 | $29,676,568 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $902,621
- Interest
- $17,156
- Net gain from sales of assets
- $523,967
- Other income
- -$42,103
Expenses
- Grants and similar amounts paid
- $1,825,000
- Salaries, compensation and benefits (total)
- $71,500
- Disbursements for charitable purposes
- $1,876,191
- Excise tax on investment income
- $17,328
Balance sheet and other
- Total assets, start of year
- $29,676,568
- Total assets, end of year
- $29,019,451
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,019,451
- Fair market value of assets
- $38,661,678
- Qualifying distributions
- $1,876,191
- Net investment income
- $1,398,004
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLI CLARK HERBKERSMAN 3 CALM BRANCH WAY, BLUFFTON, SC 29910 | OPERATION DI Highest-paid employee | 40 | $71,500 | $1,928 |
| JAMES E LEWIS 301 SHORE VISTA TRAIL, SIX MILE, SC 29682 | SOLE OFFICER | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E LEWIS 301 SHORE VISTA TRAIL, SIX MILE, SC 29682 | SOLE OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4250 CONGRESS ST STE 175, CHARLOTTE, NC 28209-0038
- In care of
- % COLONY FAMILY OFFICES LLC
- Signed the 990-PF
- JAMES E LEWIS, SOLE OFFICER
- Phone
- (704) 708-4568
- Return prepared by
- THOMPSON WHITLOCK PLLC
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 | Not 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
- 81-4281545
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $29,019,451
- Income (IRS master file)
- $3,772,491
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,401,641 | $2,067,312 | $29,019,451 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,217,285 | $1,966,213 | $29,676,568 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 81-4281545).
Questions about GEORGE T LEWIS JR FOUNDATION
- What is the EIN of GEORGE T LEWIS JR FOUNDATION?
- The employer identification number (EIN) of GEORGE T LEWIS JR FOUNDATION is 81-4281545.
- Is GEORGE T LEWIS JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to GEORGE T LEWIS JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE T LEWIS JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE T LEWIS JR FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE T LEWIS JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GEORGE T LEWIS JR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $71,500 (LESLI CLARK HERBKERSMAN, OPERATION DI).
- How much revenue does GEORGE T LEWIS JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,401,641, expenses of $2,067,312 and total assets of $29,019,451 at year end.
Other nonprofits in CHARLOTTE
- FOUNDATION FOR THE CAROLINAS EIN 56-6047886 · last filed 990 for 2024
- BANK OF AMERICA CHARITABLE FOUNDATION INC EIN 20-0721133 · last filed 990-PF for 2024
- GIVECLEAR FOUNDATION EIN 81-3222963 · last filed 990 for 2024
- C D SPANGLER FOUNDATION INC EIN 56-6061548 · last filed 990-PF for 2025
- BISSELL BALLANTYNE LEGACY FDN EIN 92-2863751 · last filed 990-PF for 2023
- JOHN M BELK ENDOWMENT EIN 56-1954114 · last filed 990-PF for 2024
- THE EZRAH CHARITABLE TRUST EIN 81-2608588 · last filed 990-PF for 2024
- NORTH CAROLINA OLYMPIC LEGACY FOUN EIN 46-1113072 · last filed 990-PF for 2024
All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations