Benjamin B Lewis Estate

Koehler Herbert G Co Ttee

Trumbull, CT
EIN: 06-6038309

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$154k (2024)

Expenses

$163k (2024)

Total Assets

$938k (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

Revenue

$154,227

Expenses

$163,465

Net Income

-$9,238

Net Assets

$937,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,029	31.1%
Sales of Assets	$106,198	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,951	70.9%
Compensation of Officers*	$26,000	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$937,641
Total Liabilities	$0
Net Assets	$937,641

Compensation

Key Employees and Officers	Compensation	Other
Herbert G Koehler (Trustee)	$10,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0
Phyllis W Marsilius (Trustee)	$4,000	$0
Karyn A Cunningham (Trustee)	$4,000	$0

+ View more people

990-PF

Filed on Aug. 5, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$87,441

Expenses

$155,834

Net Income

-$68,393

Net Assets

$946,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,923	54.8%
Sales of Assets	$39,518	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,300	73.3%
Compensation of Officers*	$24,000	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$946,886
Total Liabilities	$0
Net Assets	$946,886

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on May 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$49,638

Expenses

$168,463

Net Income

-$118,825

Net Assets

$1,015,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,738	94.2%
Sales of Assets	$2,900	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,300	74.4%
Compensation of Officers*	$24,000	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,015,884
Total Liabilities	$0
Net Assets	$1,015,884

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on June 24, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$208,666

Expenses

$185,094

Net Income

$23,572

Net Assets

$1,135,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,525	23.7%
Sales of Assets	$159,141	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,300	76.9%
Compensation of Officers*	$24,000	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,135,975
Total Liabilities	$0
Net Assets	$1,135,975

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$165,732

Expenses

$163,319

Net Income

$2,413

Net Assets

$1,113,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,996	25.9%
Sales of Assets	$91,396	55.1%
Other Income	$31,340	18.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,287	76.1%
Compensation of Officers*	$24,000	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,113,770
Total Liabilities	$1
Net Assets	$1,113,769

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on Dec. 13, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$173,442

Expenses

$156,191

Net Income

$17,251

Net Assets

$1,140,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,660	28.6%
Sales of Assets	$123,311	71.1%
Other Income	$471	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,377	75.8%
Compensation of Officers*	$24,000	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,140,399
Total Liabilities	$1
Net Assets	$1,140,398

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on June 23, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$154,623

Expenses

$166,219

Net Income

-$11,596

Net Assets

$1,124,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,101	33.7%
Sales of Assets	$100,492	65.0%
Other Income	$2,030	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,714	76.2%
Compensation of Officers*	$24,000	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,124,787
Total Liabilities	$0
Net Assets	$1,124,787

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on Sept. 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$101,981

Expenses

$197,729

Net Income

-$95,748

Net Assets

$1,136,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,006	50.0%
Sales of Assets	$50,975	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,537	81.2%
Compensation of Officers*	$24,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,136,505
Total Liabilities	$0
Net Assets	$1,136,505

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on Aug. 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$95,793

Expenses

$201,617

Net Income

-$105,824

Net Assets

$1,230,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,749	56.1%
Sales of Assets	$41,353	43.2%
Other Income	$691	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,388	80.0%
Compensation of Officers*	$24,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,230,113
Total Liabilities	$0
Net Assets	$1,230,113

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$8,000	$0
Herbert G Koehler (Trustee)	$8,000	$0
W Parker Seeley Jr (Trustee)	$8,000	$0

990-PF

Filed on July 31, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$71,858

Expenses

$205,183

Net Income

-$133,325

Net Assets

$1,333,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,674	74.7%
Sales of Assets	$9,511	13.2%
Other Income	$8,673	12.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,748	78.3%
Compensation of Officers*	$24,000	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,333,016
Total Liabilities	$0
Net Assets	$1,333,016

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$97,890

Expenses

$194,784

Net Income

-$96,894

Net Assets

$1,478,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,797	52.9%
Sales of Assets	$53,347	54.5%
Other Income	-$7,254

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,708	79.9%
Compensation of Officers*	$24,000	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,478,910
Total Liabilities	$0
Net Assets	$1,478,910

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$132,029

Expenses

$188,744

Net Income

-$56,715

Net Assets

$1,564,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,105	41.0%
Sales of Assets	$70,964	53.7%
Other Income	$6,960	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,993	81.6%
Compensation of Officers*	$18,000	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,626
Total Liabilities	$0
Net Assets	$1,564,626

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Marsilius (Trustee)	$6,000	$0
Herbert G Koehler (Trustee)	$6,000	$0
W Parker Seeley Jr (Trustee)	$6,000	$0

990-PF

Filed on Aug. 11, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$28,926

Expenses

$194,664

Net Income

-$165,738

Net Assets

$1,626,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,172	> 100%
Sales of Assets	$0
Other Income	-$1,845

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,393	82.4%
Compensation of Officers*	$18,000	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,626,618
Total Liabilities	$0
Net Assets	$1,626,618

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$228,337

Expenses

$162,204

Net Income

$66,133

Net Assets

$1,786,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,308	26.0%
Sales of Assets	$171,679	75.2%
Other Income	-$2,650

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,180	85.2%
Compensation of Officers*	$18,000	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786,918
Total Liabilities	$0
Net Assets	$1,786,918

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Benjamin B Lewis Estate

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $154k (2024)

Expenses $163k (2024)

Total Assets $938k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$154k (2024)

Expenses

$163k (2024)

Total Assets

$938k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001