Betty Lewis University of Minnesota

APPLETON, WI EIN: 27-6039132

Betty Lewis University of Minnesota is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $527K in total assets. In 2024, it awarded 1 grants totaling $22K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$527K

-0.2% YoY

Annual Giving

$22K

+5.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

+5.5% YoY

Under IRS private-foundation payout rules, Betty Lewis University of Minnesota reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Betty Lewis University of Minnesota

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $119K (100%)

States

Minnesota

Cities

Minneapolis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$527,189	$528,444	$540,172
Revenue	$29,705	$17,826	$-189
Expenses	$30,960	$29,554	$36,488
Qualifying Distributions	$26,524	$25,225	$30,441
Net Investment Income	$25,433	$13,680	$10,428
Distributable Amount	$28,104	$26,417	$28,171

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Minnesota Foundation ($22,317).

Recipient	Purpose	Amount
UNIVERSITY OF MINNESOTA FOUNDATION MINNEAPOLIS, MN	GENERAL	$22,317

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THRIVENT TRUST COMPANY	TRUSTEE	10	$6,504

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Betty Lewis University of Minnesota?

Betty Lewis University of Minnesota is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. It holds $527K in total assets as of 2024.

How large is Betty Lewis University of Minnesota?

As of 2024, Betty Lewis University of Minnesota holds $527K in total assets with $30K in annual revenue. It awarded 1 grants totaling $22K in 2024.

Where does Betty Lewis University of Minnesota operate?

Betty Lewis University of Minnesota has awarded grants in Minnesota.

What size grants does Betty Lewis University of Minnesota award?

In 2024, Betty Lewis University of Minnesota awarded 1 grants totaling $22K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Betty Lewis University of Minnesota required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Betty Lewis University of Minnesota reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Betty Lewis University of Minnesota's EIN?

Betty Lewis University of Minnesota's EIN (Employer Identification Number) is 27-6039132. IRS Form 990 filing data is available on this page for 2020–2024.