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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Adam J Lewis | PRESIDENT | 2010-2024 | 1 |
| Melony M Lewis | VICE PRESIDENT | 2017-2024 | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2019 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| MELONY M LEWIS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2018 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Adam J Lewis | President | 2 | $0 | - | $0 | $0 | 1 |
| Melony M Lewis | Vice President | 2 | $0 | - | $0 | $0 | 1 |
2017 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Adam J Lewis | President | 2 | $0 | - | $0 | $0 | 1 |
| Melony M Lewis | Vice President | 2 | $0 | - | $0 | $0 | 1 |
2016 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Adam J Lewis | President | 2 | $0 | - | $0 | $0 | 1 |
2015 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
2014 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT/SE | 2 | $0 | - | $0 | $0 | 1 |
2013 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT/SE | 2 | $0 | - | $0 | $0 | 1 |
2012 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT/SE | 2 | $0 | - | $0 | $0 | 1 |
2011 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT/SE | 2 | $0 | - | $0 | $0 | 1 |
2010 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS | PRESIDENT/SE | 2 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 4 contractors · $862K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE BRIDGESPAN GROUP INC | BOSTON, MA | PHILANTHROPY CONSULTING | $332,417 |
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $303,522 |
| APERCEN PARTNERS LLC | PALO ALTO, CA | ACCOUNTING & CONSULTING | $120,750 |
| SSI (US) INC | CHICAGO, IL | RECRUITING | $105,050 |
2023 · 2 contractors · $366K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $267,729 |
| APERCEN PARTNERS LLC | PALO ALTO, CA | ACCOUNTING & CONSULTING | $98,452 |
2022 · 2 contractors · $326K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $244,885 |
| APERCEN PARTNERS LLC | PALO ALTO, CA | ACCOUNTING & CONSULTING | $80,772 |
2021 · 1 contractor · $215K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $215,468 |
2020 · 1 contractor · $173K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $173,294 |
2019 · 1 contractor · $160K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMIT ROCK ADVISORS LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $159,516 |
2018 · 1 contractor · $146K
| Name | Location | Service | Paid |
|---|---|---|---|
| Summit Rock Advisors LP | NEW YORK, NY | Investment mgmt | $145,646 |
2017 · 2 contractors · $169K
| Name | Location | Service | Paid |
|---|---|---|---|
| Summit Rock Advisors LP | NEW YORK, NY | Investment mgmt | $111,392 |
| Apercen Partners LLC | PALO ALTO, CA | Accounting | $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
2023 · 3 contributors · $11.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
2021 · 2 contributors · $12.3M
2020 · 2 contributors · $9.2M
2019 · 2 contributors · $9.3M
2018 · 1 contributor · $4.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Adam J Lewis Charitable Lead Trust | Person | Aspen, CO | $4,221,021 | - | Form 990PF Sch. B, 2018 · filing |
2017 · 1 contributor · $4.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
2015 · 3 contributors · $15.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
2010 · 2 contributors · $270K
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $9,640,027 | $6,478,996 | $146,080,818 | $142,548,482 | $5,234,627 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $12,992,163 | $12,954,208 | $132,051,517 | $127,218,782 | $10,998,193 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $21,513,992 | $3,053,214 | $116,372,442 | $115,781,422 | $21,565,053 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $16,389,017 | $1,986,695 | $112,638,890 | $112,244,361 | $12,256,771 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $11,059,474 | $5,257,768 | $90,187,226 | $89,602,506 | $9,188,860 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $10,145,351 | $2,653,395 | $75,390,349 | $74,423,231 | $9,275,766 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $5,752,703 | $401,847 | $57,798,647 | $57,403,534 | $4,221,021 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $5,191,731 | $3,492,609 | $57,230,277 | $56,564,622 | $4,121,864 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $33,348,173 | $2,006,675 | $49,485,062 | $49,485,062 | $33,126,135 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $25,338,034 | $1,705,449 | $17,901,893 | $17,901,893 | $14,951,477 | - | - | - | - |
| 2014 · Form 990PF | ||||||||
| $4,733,952 | $3,434,566 | $4,392,545 | $4,388,834 | $3,534,737 | - | - | - | - |
| 2013 · Form 990PF | ||||||||
| $58,063 | $1,401,306 | $2,748,682 | $2,748,682 | - | - | - | - | - |
| 2012 · Form 990PF | ||||||||
| $278,138 | $57,886 | $4,098,990 | $4,098,990 | - | - | - | - | - |
| 2011 · Form 990PF | ||||||||
| $82,380 | $79,693 | $3,878,738 | $3,878,738 | - | - | - | - | - |
| 2010 · Form 990PF | ||||||||
| $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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $6,478,996 | 100% |
2023 · Form 990PF · $12,954,208 spent · pay $0 · grants $12,395,157 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $12,954,208 | 100% |
2022 · Form 990PF · $3,053,214 spent · pay $0 · grants $2,388,734 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,053,214 | 100% |
2021 · Form 990PF · $1,986,695 spent · pay $0 · grants $1,510,307 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,986,695 | 100% |
2020 · Form 990PF · $5,257,768 spent · pay $0 · grants $4,816,770 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $5,257,768 | 100% |
2019 · Form 990PF · $2,653,395 spent · pay $0 · grants $2,222,651 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,653,395 | 100% |
2018 · Form 990PF · $401,847 spent · pay $0 · grants $8,796 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $401,847 | 100% |
2017 · Form 990PF · $3,492,609 spent · pay $0 · grants $2,773,989 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,492,609 | 100% |
2016 · Form 990PF · $2,006,675 spent · pay $0 · grants $1,798,859 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,006,675 | 100% |
2015 · Form 990PF · $1,705,449 spent · pay $0 · grants $1,658,329 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,705,449 | 100% |
2014 · Form 990PF · $3,434,566 spent · pay $0 · grants $3,428,840 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,434,566 | 100% |
2013 · Form 990PF · $1,401,306 spent · pay $0 · grants $1,397,633 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,397,633 | 99.7% | |
| Fees: accounting | $3,673 | 0.3% | |
| Total | $1,401,306 | 100% |
2012 · Form 990PF · $57,886 spent · pay $0 · grants $51,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $51,000 | 88.1% | |
| Fees: accounting | $6,886 | 11.9% | |
| Total | $57,886 | 100% |
2011 · Form 990PF · $79,693 spent · pay $0 · grants $75,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $75,000 | 94.1% | |
| Fees: accounting | $4,693 | 5.9% | |
| Total | $79,693 | 100% |
2010 · Form 990PF · $583,308 spent · pay $0 · grants $570,771 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $570,771 | 97.9% | |
| Fees: accounting | $12,512 | 2.1% | |
| Other expenses | $25 | 0.0% | |
| Total | $583,308 | 100% |