Betty Lewis University of Minnesota Scholarship Trust

Private foundation · Grantmaker Appleton, WI EIN: 27-6039132

Betty Lewis University of Minnesota Scholarship Trust is a private foundation, based in Appleton, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $511K in total assets. In 2025, it awarded 1 grant totaling $23K. Net investment income was $16K.

Key facts about Betty Lewis University of Minnesota Scholarship Trust

In short: Betty Lewis University of Minnesota Scholarship Trust gave $23K across 1 grant in 2025 (avg $23K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
27-6039132
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,217
Grants made (2025)
1
Average grant
$23,217
Median grant
$23,217
Total assets
$510,739
Primary geography
Minnesota (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$511K

-3.1% YoY

Annual Giving

$23K

+4.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$23K

+4.0% YoY

Under IRS private-foundation payout rules, Betty Lewis University of Minnesota Scholarship Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How Betty Lewis University of Minnesota Scholarship Trust gives

  • Giving held roughly steady from 2022 to 2025 (−11%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Betty Lewis University of Minnesota Scholarship Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Minneapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $21K (2023) to $26K (2022). In 2025 it made 1 grant totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

University of Minnesota Foundation: $23KUniversity of MinnesotaFoundation$23K

The largest 2025 recipient was University of Minnesota Foundation ($23K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Minnesota Foundation Minneapolis, MNGeneral$23,217

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$510,739$527,189$528,444
Revenue$15,567$29,705$17,826
Expenses$32,017$30,960$29,554
Qualifying Distributions$27,466$26,524$25,225
Net Investment Income$15,623$25,433$13,680
Distributable Amount$29,375$28,104$26,417

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 8, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

Betty Lewis University of Minnesota Scholarship Trust's only listed officer is Thrivent Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Thrivent Trust Company

    Trustee

    On filings since 2020

    10 hrs/week

    $7K (2020) → $7K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Thrivent Trust Company — Trustee: $7KThrivent Trust CompanyTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to Thrivent Trust Company (Trustee).

Frequently asked questions about Betty Lewis University of Minnesota Scholarship Trust

How much does Betty Lewis University of Minnesota Scholarship Trust give each year?

Betty Lewis University of Minnesota Scholarship Trust gave $23K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.

How large is Betty Lewis University of Minnesota Scholarship Trust?

Betty Lewis University of Minnesota Scholarship Trust reported $511K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Betty Lewis University of Minnesota Scholarship Trust operate?

Betty Lewis University of Minnesota Scholarship Trust has awarded grants in Minnesota.

What is Betty Lewis University of Minnesota Scholarship Trust's EIN?

Betty Lewis University of Minnesota Scholarship Trust's EIN (Employer Identification Number) is 27-6039132. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Betty Lewis University of Minnesota Scholarship Trust by hand.

Explore Open Grants

Browse active grant opportunities in Betty Lewis University of Minnesota Scholarship Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Albert W Cherne Foundation

Fountain Hills, AZ

The foundation’s grants have supported STEM education, cardiovascular research and education, environmental protection, children’s health, and legal advocacy, with recipients concentrated in Minnesota, Arizona, Wisconsin, Michigan, and New Jersey. In 2025, grants ranged from $2,000 to $200,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$12.7M

Grants

16

Total Given

$650K

AB CarVal Foundation

Minneapolis, MN

AB CarVal Foundation funds organizations serving vulnerable people, with a focus on education and leadership, poverty relief, and health and research. Its 2025 grants ranged from $500 to $15,000, with a median of $2,500; most funding went to Minnesota, though it also funded organizations in other states. It gives only to preselected charities and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$905

Grants

43

Total Given

$144K

Manitou Fund

White Bear Lake, MN

Manitou Fund supports organizations in areas including education, arts and cultural preservation, tennis, and land conservation, with 2024 grants ranging from $10,000 to $1.75 million and a median of $50,000. Its 2024 grants went mainly to California, Minnesota, New York, Florida, and Rhode Island. It funds only preselected charitable organizations and does not accept unsolicited requests.

Assets

$778.2M

Grants

164

Total Given

$20.1M

The William W & Nadine M McGuire Family Foundation

Wayzata, MN

Philanthropy, Voluntarism & Grantmaking

Assets

$4K

Grants

1

Total Given

$2.3M

Women's Foundation of Minnesota

Minneapolis, MN

The Women’s Foundation of Minnesota funds community-led work advancing gender and racial justice, including safety, leadership, well-being and reproductive justice, and economic justice; grants support general operating expenses. Its giving varies: 2025 awards ranged from $5,250 to $340,000, with a median of $20,375, and primarily support organizations serving communities across Minnesota. Community Response, We Thrive, and sponsorship grants are invitation-only; the profile also lists the AURA Fund for Women as open.

Philanthropy, Voluntarism & Grantmaking

Assets

$39.4M

Grants

90

Total Given

$3.9M

The Buddy Taub Foundation

Los Angeles, CA

The Buddy Taub Foundation supports arts and cultural organizations, including museums, arts education, and community nonprofits, with grants also funding exhibitions, acquisitions, general support, and arts-community relief. In 2025, grants ranged from $2,500 to $50,000, with a median of $8,500; recipients were across the U.S., with the largest share of funding going to California. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$8.1M

Grants

23

Total Given

$367K

Incourage Community Foundation Inc

Wisconsin Rapids, WI

Incourage supports community activities, scholarships, and resident-initiated projects, primarily in South Wood County, Wisconsin. Its 2024 grants ranged from $6,000 to $126,513, with a median of $23,590; resident-led project grants are up to $2,500, typically about $1,000. Resident-led grant applications may be submitted at any time; whether it accepts unsolicited requests for other grants is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$35.4M

Grants

20

Total Given

$803K

The Annexstad Family Foundation

Alpharetta, GA

The foundation funds undergraduate scholarships for students who have overcome difficult circumstances, providing support through partner colleges and universities across the United States. In 2025, its 54 grants ranged from $2,065 to $1 million, with a median of $43,875. It does not accept unsolicited requests; partner institutions select scholarship recipients.

Philanthropy, Voluntarism & Grantmaking

Assets

$32.6M

Grants

54

Total Given

$3.2M

The David and June Trone Family

Bethesda, MD

The foundation supports higher education, schools, civil liberties, addiction recovery, Jewish community life, and prison education, with 2025 grants concentrated in Maryland, South Carolina, and Washington, DC. Grants ranged from $500 to $2 million, with a median of $45,000. Its 2024 filing says giving is not limited to preselected organizations, but does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.7M

Grants

27

Total Given

$8.3M

Weinand Family Foundation

Dallas, TX

Philanthropy, Voluntarism & Grantmaking

Assets

$2.6M

Grants

9

Total Given

$35K

North Oaks Huang Foundation

North Oaks, MN

Philanthropy, Voluntarism & Grantmaking

Assets

$41K

Grants

6

Total Given

$5K

Edward J Phillips Family Foundation

Wayzata, MN

The Edward J Phillips Family Foundation funds medical and blood cancer research, education and youth services, food assistance, and community development; in 2024, grants ranged from $1,000 to $250,000, with a median of $15,000. Most funding went to Minnesota, with additional grants in Connecticut, Washington, D.C., Michigan, Illinois, Wisconsin, and California. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$24.2M

Grants

25

Total Given

$956K

More Funders in Wisconsin

Betty Lewis University of Minnesota Scholarship Trust down — hundreds of funders to go?

Want AI to do this for you?