Agnes Jane Lewis Trust

RALEIGH, NC EIN: 83-6763910

Agnes Jane Lewis Trust is a private foundation, based in RALEIGH, NC. IRS filing data is available for 2022. In 2022, it awarded 2 grants totaling $352K. Net investment income was $161K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$352K

Grant Count

Avg Grant Size

$176K

Under IRS private-foundation payout rules, Agnes Jane Lewis Trust reported a distributable amount of $15K for 2022 — the minimum it must pay out in qualifying distributions.

About Agnes Jane Lewis Trust

Based on IRS filings

Agnes Jane Lewis Trust is a private foundation, based in RALEIGH, NC. IRS filing data is available for 2022. In 2022, it awarded 2 grants totaling $352K. Net investment income was $161K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $176K (50%)

Pennsylvania $176K (50%)

States

District of Columbia Pennsylvania

Cities

PhiladelphiaWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022
Total Assets	—
Revenue	$166,950
Expenses	$352,196
Qualifying Distributions	$352,196
Net Investment Income	$161,280
Distributable Amount	$15,408

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Accuracy in Media ($176,098), Shriners Children's Hospital in Philadelphia ($176,098).

Recipient	Purpose	Amount
ACCURACY IN MEDIA WASHINGTON, DC	GENERAL CHARITABLE PURPOSES	$176,098
SHRINERS CHILDREN'S HOSPITAL IN PHILADELPHIA PHILADELPHIA, PA	GENERAL CHARTIABLE PURPOSES	$176,098

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
WALTER BRODIE BURWELL JR	ADMINISTRATIVE OFFICER	1	—

Frequently Asked Questions

Where does Agnes Jane Lewis Trust operate?

Agnes Jane Lewis Trust has awarded grants in District of Columbia, Pennsylvania.

What size grants does Agnes Jane Lewis Trust award?

In 2022, Agnes Jane Lewis Trust awarded 2 grants totaling $352K — an average of about $176K per grant, based on its IRS Form 990 filings.

How much is Agnes Jane Lewis Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Agnes Jane Lewis Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.