STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

LEWIS FOUNDATION

2024 · Form 990PF · revenue $9.6M · expenses $6.5M · assets $146.1M

EIN
41-2063101
Address
100 E FRANCIS ST, ASPEN, CO 81611-1403
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2002
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 2 people
NameLatest titleYearsOrganizations
Adam J Lewis PRESIDENT2010-2024 1
Melony M Lewis VICE PRESIDENT2017-2024 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
MELONY M LEWIS VICE PRESIDENT2 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Adam J Lewis President2 $0-$0 $01
Melony M Lewis Vice President2 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Adam J Lewis President2 $0-$0 $01
Melony M Lewis Vice President2 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Adam J Lewis President2 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT2 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT/SE2 $0-$0 $01
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT/SE2 $0-$0 $01
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT/SE2 $0-$0 $01
2011 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT/SE2 $0-$0 $01
2010 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM J LEWIS PRESIDENT/SE2 $0-$0 $01

Highest-paid independent contractors

2024 · 4 contractors · $862K
NameLocationServicePaid
THE BRIDGESPAN GROUP INCBOSTON, MAPHILANTHROPY CONSULTING$332,417
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$303,522
APERCEN PARTNERS LLCPALO ALTO, CAACCOUNTING & CONSULTING$120,750
SSI (US) INCCHICAGO, ILRECRUITING$105,050
2023 · 2 contractors · $366K
NameLocationServicePaid
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$267,729
APERCEN PARTNERS LLCPALO ALTO, CAACCOUNTING & CONSULTING$98,452
2022 · 2 contractors · $326K
NameLocationServicePaid
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$244,885
APERCEN PARTNERS LLCPALO ALTO, CAACCOUNTING & CONSULTING$80,772
2021 · 1 contractor · $215K
NameLocationServicePaid
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$215,468
2020 · 1 contractor · $173K
NameLocationServicePaid
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$173,294
2019 · 1 contractor · $160K
NameLocationServicePaid
SUMMIT ROCK ADVISORS LPNEW YORK, NYINVESTMENT MANAGEMENT$159,516
2018 · 1 contractor · $146K
NameLocationServicePaid
Summit Rock Advisors LPNEW YORK, NYInvestment mgmt$145,646
2017 · 2 contractors · $169K
NameLocationServicePaid
Summit Rock Advisors LPNEW YORK, NYInvestment mgmt$111,392
Apercen Partners LLCPALO ALTO, CAAccounting$57,556

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 7 grants to organizations · $6.7M

Listed grants add up to $6,700,000; the return's “grants paid” expense line says $4,650,356. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 9 grants to organizations · $8.2M

Listed grants add up to $8,150,000; the return's “grants paid” expense line says $12,395,157. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 6 grants to organizations · $2.2M

Listed grants add up to $2,200,000; the return's “grants paid” expense line says $2,388,734. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 7 grants to organizations · $1.7M

Listed grants add up to $1,700,000; the return's “grants paid” expense line says $1,510,307. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 7 grants to organizations · $5.2M

Listed grants add up to $5,200,000; the return's “grants paid” expense line says $4,816,770. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 6 grants to organizations · $1.6M

Listed grants add up to $1,650,000; the return's “grants paid” expense line says $2,222,651. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 2 grants to organizations · $283K

Listed grants add up to $283,334; the return's “grants paid” expense line says $8,796. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 7 grants to organizations · $2.1M

Listed grants add up to $2,108,334; the return's “grants paid” expense line says $2,773,989. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 4 grants to organizations · $1.8M
2015 · 4 grants to organizations · $1.7M
2014 · 6 grants to organizations · $3.4M
2013 · 5 grants to organizations · $1.4M
2012 · 4 grants to organizations · $51K
2011 · 1 grant to organizations · $75K
2010 · 10 grants to organizations · $571K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $5.2M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM & MELONY LEWIS Organization or other ASPEN, CO $5,109,627$3,599,627 Form 990PF Sch. B, 2024 · filing
2 ADAM J LEWIS CHARITABLE LEAD ANNUITY TRUST Organization or other ASPEN, CO $125,000- Form 990PF Sch. B, 2024 · filing
2023 · 3 contributors · $11.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM & MELONY LEWIS Organization or other ASPEN, CO $7,156,738$7,156,738 Form 990PF Sch. B, 2023 · filing
2 ADAM J LEWIS CHARITABLE LEAD TRUST Organization or other ASPEN, CO $3,821,455- Form 990PF Sch. B, 2023 · filing
3 ADAM J LEWIS CHARITABLE LEAD ANNUITY TRUST Organization or other ASPEN, CO $20,000- Form 990PF Sch. B, 2023 · filing
2022 · 2 contributors · $21.6M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM & MELONY LEWIS Organization or other ASPEN, CO $13,144,869$13,069,899 Form 990PF Sch. B, 2022 · filing
2 ADAM J LEWIS CHARITABLE LEAD TRUST Organization or other ASPEN, CO $8,420,184- Form 990PF Sch. B, 2022 · filing
2021 · 2 contributors · $12.3M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM & MELONY LEWIS Organization or other ASPEN, CO $8,029,554$8,029,554 Form 990PF Sch. B, 2021 · filing
2 ADAM J LEWIS CHARITABLE LEAD TRUST Organization or other ASPEN, CO $4,227,217- Form 990PF Sch. B, 2021 · filing
2020 · 2 contributors · $9.2M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM J LEWIS Organization or other ASPEN, CO $4,961,643$4,956,336 Form 990PF Sch. B, 2020 · filing
2 ADAM J LEWIS CHARITABLE LEAD TRUST Organization or other ASPEN, CO $4,227,217- Form 990PF Sch. B, 2020 · filing
2019 · 2 contributors · $9.3M
#ContributorTypeCity, stateTotalNoncashSource
1 ADAM J LEWIS Organization or other ASPEN, CO $5,048,910$5,048,523 Form 990PF Sch. B, 2019 · filing
2 ADAM J LEWIS CHARITABLE LEAD TRUST Organization or other ASPEN, CO $4,226,856- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $4.2M
#ContributorTypeCity, stateTotalNoncashSource
1 Adam J Lewis Charitable Lead Trust Person Aspen, CO $4,221,021- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $4.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Adam J Lewis Charitable Lead Trust Person Palo Alto, CA $4,121,864- Form 990PF Sch. B, 2017 · filing
2016 · 2 contributors · $33.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Adam J Lewis Person Aspen, CO $29,932,863$29,932,863 Form 990PF Sch. B, 2016 · filing
2 Adam J Lewis Charitable Lead Trust Person Palo Alto, CA $3,193,272- Form 990PF Sch. B, 2016 · filing
2015 · 3 contributors · $15.0M
#ContributorTypeCity, stateTotalNoncashSource
2 ADAM J LEWIS Person ASPEN, CO $11,261,626$11,261,626 Form 990PF Sch. B, 2015 · filing
3 ADAM J LEWIS CHARITABLE LEAD TRUST Person CORAL GABLES, FL $3,674,000- Form 990PF Sch. B, 2015 · filing
1 THE PBL FUND Fuzzy 1.00 Organization or other CORAL GABLES, FL $15,851- Form 990PF Sch. B, 2015 · filing
2014 · 2 contributors · $3.5M
#ContributorTypeCity, stateTotalNoncashSource
2 ADAM J LEWIS CHARITABLE LEAD TRUST Person CORAL GABLES, FL $3,027,439$296,439 Form 990PF Sch. B, 2014 · filing
1 ADAM J LEWIS Person ASPEN, CO $507,298$507,298 Form 990PF Sch. B, 2014 · filing
2010 · 2 contributors · $270K
#ContributorTypeCity, stateTotalNoncashSource
2 PETER B LEWIS Person COCONUT GROVE, FL $200,000- Form 990PF Sch. B, 2010 · filing
1 JONATHAN D LEWIS Person COCONUT GROVE, FL $70,000- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$9,640,027$6,478,996 $146,080,818$142,548,482 $5,234,627- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$12,992,163$12,954,208 $132,051,517$127,218,782 $10,998,193- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$21,513,992$3,053,214 $116,372,442$115,781,422 $21,565,053- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$16,389,017$1,986,695 $112,638,890$112,244,361 $12,256,771- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$11,059,474$5,257,768 $90,187,226$89,602,506 $9,188,860- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$10,145,351$2,653,395 $75,390,349$74,423,231 $9,275,766- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$5,752,703$401,847 $57,798,647$57,403,534 $4,221,021- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$5,191,731$3,492,609 $57,230,277$56,564,622 $4,121,864- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$33,348,173$2,006,675 $49,485,062$49,485,062 $33,126,135- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$25,338,034$1,705,449 $17,901,893$17,901,893 $14,951,477- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$4,733,952$3,434,566 $4,392,545$4,388,834 $3,534,737- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$58,063$1,401,306 $2,748,682$2,748,682 -- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$278,138$57,886 $4,098,990$4,098,990 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$82,380$79,693 $3,878,738$3,878,738 -- ---
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$500,215$583,308 $3,854,046$3,854,046 -- ---

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $6,478,996 spent · pay $0 · grants $4,650,356 · events $9,799
LineAs describedTotalShare
Contributions, gifts, grants paid $4,650,356 71.8%
Fees: other professional $826,401 12.8%
Taxes $798,420 12.3%
Fees: accounting $123,000 1.9%
Other expenses $69,109 1.1%
Travel, conferences and meetings $9,799 0.2%
Fees: legal $1,911 0.0%
Total$6,478,996100%

View the filing

2023 · Form 990PF · $12,954,208 spent · pay $0 · grants $12,395,157 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,395,157 95.7%
Fees: other professional $317,425 2.5%
Fees: accounting $97,177 0.8%
Other expenses $76,523 0.6%
Taxes $63,992 0.5%
Fees: legal $3,934 0.0%
Total$12,954,208100%

View the filing

2022 · Form 990PF · $3,053,214 spent · pay $0 · grants $2,388,734 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,388,734 78.2%
Fees: other professional $314,823 10.3%
Taxes $191,000 6.3%
Fees: accounting $86,362 2.8%
Other expenses $65,908 2.2%
Fees: legal $6,387 0.2%
Total$3,053,214100%

View the filing

2021 · Form 990PF · $1,986,695 spent · pay $0 · grants $1,510,307 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,510,307 76.0%
Fees: other professional $269,947 13.6%
Taxes $99,203 5.0%
Other expenses $61,595 3.1%
Fees: accounting $44,220 2.2%
Fees: legal $1,423 0.1%
Total$1,986,695100%

View the filing

2020 · Form 990PF · $5,257,768 spent · pay $0 · grants $4,816,770 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,816,770 91.6%
Fees: other professional $223,525 4.3%
Taxes $117,225 2.2%
Other expenses $57,725 1.1%
Fees: accounting $40,170 0.8%
Fees: legal $2,353 0.0%
Total$5,257,768100%

View the filing

2019 · Form 990PF · $2,653,395 spent · pay $0 · grants $2,222,651 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,222,651 83.8%
Fees: other professional $209,797 7.9%
Taxes $128,333 4.8%
Other expenses $55,479 2.1%
Fees: accounting $37,135 1.4%
Total$2,653,395100%

View the filing

2018 · Form 990PF · $401,847 spent · pay $0 · grants $8,796 · events $0
LineAs describedTotalShare
Fees: other professional $194,101 48.3%
Taxes $109,922 27.4%
Other expenses $53,447 13.3%
Fees: accounting $35,581 8.9%
Contributions, gifts, grants paid $8,796 2.2%
Total$401,847100%

View the filing

2017 · Form 990PF · $3,492,609 spent · pay $0 · grants $2,773,989 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,773,989 79.4%
Taxes $502,056 14.4%
Fees: other professional $146,769 4.2%
Fees: accounting $57,556 1.6%
Other expenses $12,239 0.4%
Total$3,492,609100%

View the filing

2016 · Form 990PF · $2,006,675 spent · pay $0 · grants $1,798,859 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,798,859 89.6%
Taxes $135,811 6.8%
Fees: other professional $63,716 3.2%
Fees: accounting $8,289 0.4%
Total$2,006,675100%

View the filing

2015 · Form 990PF · $1,705,449 spent · pay $0 · grants $1,658,329 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,658,329 97.2%
Fees: other professional $28,833 1.7%
Fees: accounting $16,415 1.0%
Taxes $1,847 0.1%
Other expenses $25 0.0%
Total$1,705,449100%

View the filing

2014 · Form 990PF · $3,434,566 spent · pay $0 · grants $3,428,840 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,428,840 99.8%
Fees: accounting $3,711 0.1%
Fees: other professional $1,820 0.1%
Other expenses $195 0.0%
Total$3,434,566100%

View the filing

2013 · Form 990PF · $1,401,306 spent · pay $0 · grants $1,397,633 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,397,633 99.7%
Fees: accounting $3,673 0.3%
Total$1,401,306100%

View the filing

2012 · Form 990PF · $57,886 spent · pay $0 · grants $51,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $51,000 88.1%
Fees: accounting $6,886 11.9%
Total$57,886100%

View the filing

2011 · Form 990PF · $79,693 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 94.1%
Fees: accounting $4,693 5.9%
Total$79,693100%

View the filing

2010 · Form 990PF · $583,308 spent · pay $0 · grants $570,771 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $570,771 97.9%
Fees: accounting $12,512 2.1%
Other expenses $25 0.0%
Total$583,308100%

View the filing