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Lewis Foundation

Thomas A Vallett Ttee
  • Brentwood, TN
  • Tax-exempt since July 2012
  • EIN: 45-6628772

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.32M (2024)

Expenses
$4.11M (2024)

Total Assets
$3.01M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,317,759
Expenses
$4,114,105
Net Income
-$1,796,346
Net Assets
$3,014,699
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,700
4.2%
Sales of Assets $2,220,059
95.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,067,500
98.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,014,699
Total Liabilities $0
Net Assets $3,014,699
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
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Document Links

990-PF
Filed on Sept. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,180,098
Expenses
$2,231,893
Net Income
-$1,051,795
Net Assets
$6,406,907
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $168,322
14.3%
Sales of Assets $1,011,776
85.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,182,500
97.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,406,907
Total Liabilities $0
Net Assets $6,406,907
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,195,746
Expenses
$2,264,012
Net Income
-$1,068,266
Net Assets
$7,673,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $194,364
16.3%
Sales of Assets $1,001,382
83.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,185,000
96.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,673,709
Total Liabilities $0
Net Assets $7,673,709
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,777,234
Expenses
$3,419,535
Net Income
-$1,642,301
Net Assets
$11,397,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $255,201
14.4%
Sales of Assets $1,510,273
85.0%
Other Income $11,760
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,330,000
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,397,973
Total Liabilities $0
Net Assets $11,397,973
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,525,161
Expenses
$3,477,306
Net Income
-$1,952,145
Net Assets
$12,597,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $317,248
20.8%
Sales of Assets $1,207,913
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,405,000
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,597,569
Total Liabilities $1
Net Assets $12,597,568
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$625,139
Expenses
$1,950,887
Net Income
-$1,325,748
Net Assets
$14,934,929
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $371,827
59.5%
Sales of Assets $253,312
40.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,799,650
92.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,934,930
Total Liabilities $1
Net Assets $14,934,929
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,156,770
Expenses
$7,321,655
Net Income
-$3,164,885
Net Assets
$13,950,124
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $395,572
9.5%
Sales of Assets $3,761,198
90.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,211,000
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,950,124
Total Liabilities $0
Net Assets $13,950,124
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on April 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,198,943
Expenses
$3,605,624
Net Income
-$2,406,681
Net Assets
$22,208,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $466,889
38.9%
Sales of Assets $732,054
61.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,475,500
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,208,740
Total Liabilities $0
Net Assets $22,208,740
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on April 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,288,314
Expenses
$3,453,255
Net Income
$835,059
Net Assets
$22,589,929
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,908,718
67.8%
Interest Revenue $0
Dividends $507,933
11.8%
Sales of Assets $871,663
20.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,332,500
96.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,589,929
Total Liabilities $0
Net Assets $22,589,929
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on April 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$544,136
Expenses
$1,139,918
Net Income
-$595,782
Net Assets
$20,816,522
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $524,584
96.4%
Sales of Assets $19,552
3.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,015,000
89.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,816,522
Total Liabilities $0
Net Assets $20,816,522
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth Privett (Trust Committee Member) $0 $0
Sara J Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on March 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,291,202
Expenses
$2,450,813
Net Income
-$159,611
Net Assets
$22,185,299
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,347,202
58.8%
Interest Revenue $0
Dividends $590,281
25.8%
Sales of Assets $353,719
15.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,325,000
94.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,185,299
Total Liabilities $0
Net Assets $22,185,299
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth V Privett (Trust Committee Member) $0 $0
Sara V Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$633,987
Expenses
$1,511,370
Net Income
-$877,383
Net Assets
$21,572,961
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $567,538
89.5%
Sales of Assets $66,449
10.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,400,000
92.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,572,961
Total Liabilities $0
Net Assets $21,572,961
Compensation
Key Employees and Officers Compensation Other
Thomas A Vallett (Trustee) $0 $0
Jane E Vallett (Trust Committee Member) $0 $0
Elizabeth V Privett (Trust Committee Member) $0 $0
Sara V Baumgartner (Trust Committee Member) $0 $0
Paul T Vallett (Trust Committee Member) $0 $0
Wade C Privett (Trust Committee Member) $0 $0
Jeff Baumgartner (Trust Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 22, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,607,677
Expenses
$1,393,848
Net Income
$4,213,829
Net Assets
$20,204,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,044,052
89.9%
Interest Revenue $0
Dividends $443,084
7.9%
Sales of Assets $120,541
2.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,330,000
95.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,204,394
Total Liabilities $1
Net Assets $20,204,393

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,971,922
Expenses
$3,506
Net Income
$14,968,416
Net Assets
$14,129,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,955,949
99.9%
Interest Revenue $0
Dividends $15,973
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,129,049
Total Liabilities $0
Net Assets $14,129,049

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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