Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
PHOEBE R & JOHN D LEWIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 2300 RIVERSIDE DRIVE STE 126
  Room/suite
City or town
GREEN BAY
State or province
WI
Country  
ZIP or foreign postal code
54301
A Employer identification number

31-1401478
B Telephone number (see instructions)

4143331767
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$22,917,129J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 855,651
2 Check .................
3 Interest on savings and temporary cash investments 76,440 76,440  
4 Dividends and interest from securities... 365,663 365,663  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,210,875
b Gross sales price for all assets on line 6a 2,630,852
7 Capital gain net income (from Part IV, line 2)... 1,210,875
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,508,629 1,652,978  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
372 93   279
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000 2,250   750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
125,041 125,041   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,413 127,384   1,029
25 Contributions, gifts, grants paid....... 949,000 949,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,095,413 127,384   950,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,413,216
b Net investment income (if negative, enter -0-) 1,525,594
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,670,597 3,519,928 3,519,928
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 102,362 Click to see attachment
List of Attached Documents:
// Content
85,884 		85,794
b Investments—corporate stock (attach schedule)....... 6,951,701 Click to see attachment
List of Attached Documents:
// Content
7,532,064 		19,311,407
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,724,660 11,137,876 22,917,129
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,724,660 11,137,876
29 Total net assets or fund balances (see instructions)..... 9,724,660 11,137,876
30 Total liabilities and net assets/fund balances (see instructions). 9,724,660 11,137,876
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,724,660
2
Enter amount from Part I, line 27a .....................
2
1,413,216
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,137,876
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,137,876
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a UNITED STATES OF AMER TREAS BILLS P   2002-01-16
b CELANESE CORP P   2025-04-01
c BROADCOM INC COM P   2002-05-20
d COSTCO WHOLESALE CORP NEW COM P   2002-05-20
e L3HARRIS TECHNOLOGIES INC COM P   2002-05-20
MARRIOTT INTL INC NEW COM P   2002-05-20
ORACLE CORP COM P   2002-09-10
GOLDMAN SACHS GROUP INC COM P   2020-11-24
ORACLE CORP COM P   2020-12-17
HOME DEPOT INC P   2020-12-17
COSTCO WHOLESALE CORP NEW COM P   2002-02-13
UNITEDHEALTH GROUP INC COM P   2002-05-19
FISERV INC COM P   2020-10-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,472   16,478 -6
b 162,693   273,591 -110,898
c 95,637   9,081 86,556
d 13,440   3,913 9,527
e 265,445   218,761 46,684
233,933   155,162 78,771
91,437   7,685 83,752
82,473   42,524 39,949
225,699   36,265 189,434
238,412   186,284 52,128
757,119   155,730 601,389
331,571   58,301 273,270
116,521   256,202 -139,681
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -6
b       -110,898
c       86,556
d       9,527
e       46,684
      78,771
      83,752
      39,949
      189,434
      52,128
      601,389
      273,270
      -139,681
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,210,875
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,206
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 21,206
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,206
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 19,795
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,795
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,411
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofRICK TAYLOR Telephone no. (414) 333-1767

Located at2300 RIVERSIDE DRIVE STE 126GREEN BAYWI ZIP+454301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LLOYD EAGAN PRESIDENT
1.00 		0 0 0
3421 CONSERVANCY LANE
MIDDLETON,WI53562
THEKLA METZ VICE PRESIDENT
1.00 		0 0 0
1215 GREENLEAF STREET
EVANSTON,IL60602
MEREDITH DEGEN SECRETARY
1.00 		0 0 0
3518 BLACKHAWK DR
MADISON,WI53705
BRADLEY LEWIS TREASURER
1.00 		0 0 0
70 SOMERSET STREET
BELMONT,MA02478
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,804,382
b
Average of monthly cash balances.......................
1b
3,928,358
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
21,732,740
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,732,740
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
325,991
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,406,749
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,070,337
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,070,337
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,206
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,049,131
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,049,131
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,049,131
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
950,029
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
950,029
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,049,131
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 913,764
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 950,029
a Applied to 2024, but not more than line 2a 913,764
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 36,265
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,012,866
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		NONE   PROGRAM SUPPORT 10,000

ARIZONA LAND AND WATER TRUST

2810 N ALVERNON WAY 600
TUSCON,AZ85712 		NONE   PROGRAM SUPPORT 5,000

BELMONT DAY SCHOOL

55 DAY SCHOOL LN
BELMONT,MA02478 		NONE   ANNUAL FUND 8,000

BOYS & GIRLS CLUB OF THE NORTH COUNTRY

2572 ROUTE 302
LISBON,NH03585 		NONE   PROGRAM SUPPORT 5,000

CLEAN LAKES ALLIANCE

150 E GILMAN ST
MADISON,WI53703 		NONE   YAHARA SOCIETY MEMBERSHIP, COMMUNITY MEETINGS, EDUCATION PROJECTS, PARTNERSHIPS OR GRANT FUNDING 25,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVE
EVANSTON,IL60201 		NONE   PROGRAM SUPPORT 30,000

COPPER CANNON

PO BOX 124
FRANCONIA,NH03580 		NONE   ANNUAL FUND 10,000

CROSSROADS

119 MYRTLE ST
DUXBURY,MA02332 		NONE   C5 NEW ENGLAND LEADERS 20,000

DRIFTLESS AREA LAND CONSERVANCY

PO BOX 1088
DODGEVILLE,WI53533 		NONE   DRIFTLESS TRAIL 20,000

ENVIROMENTAL DEFENSE FUND

257 PARK AVE S
NEW YORK,NY20020 		NONE   PROGRAM SUPPORT 10,000

FAMILY PROMISE NORTH SHORE

PO BOX 484
GLENCOE,IL60022 		NONE   PROGRAM SUPPORT 15,000

FAMILY SUPPORT AND RESOURCE CENTER

101 NOB HILL RD
MADISON,WI53713 		NONE   PROGRAM SUPPORT 5,000

FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION

510 WALNUT STREET SUITE 510
PHILADELPHIA,PA19106 		NONE   PROGRAM SUPPORT 25,000

GROUNDSWELL CONSERVANCY

303 PATERSON ST
MADISON,WI53703 		NONE   PROGRAM SUPPORT 10,000

HOOVER INSTITUTE

434 GALVEZ MALL
STANFORD,CA94305 		NONE   PROGRAM SUPPORT 25,000

INTERNATIONAL CRANE FOUNDATION

PO BOX 447
BARABOO,WI53913 		NONE   PROGRAM SUPPORT 10,000

SOUTHERN WISCONSIN BIRD ALLIANCE

211 S PATERSON ST 340
MADISON,WI53703 		NONE   PROGRAM SUPPORT, LAND ACQUISITION AND MANAGEMENT 30,000

MADISON COMMUNITY FOUNDATION

111 N FAIRCHILD ST SUITE 260
MADISON,WI53703 		NONE   PLANNED PARENTHOOD, TORCHLIGHT FUND 82,000

MANHATTAN INSTITUTE

45 W 34TH ST
NEW YORK,NY10001 		NONE   PROGRAM SUPPORT 25,000

MARTHA'S VINEYARD COMMUNITY SERVICES

111 EDGARTOWN RD
OAK BLUFFS,MA02557 		NONE   PROGRAM SUPPORT 3,000

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND RD
VINEYARD HAVEN,MA02568 		NONE   ANNUAL FUND, CATALYST FUND 150,000

MARTHA'S VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		NONE   ANNUAL FUND 10,000

MEALS ON WHEELS NORTHEASTERN ILLINOIS

1723 SIMPSON ST
EVANSTON,IL60201 		NONE   PROGRAM SUPPORT 25,000

MEALS ON WHEELS NORTHEASTERN ILLINOIS

1723 SIMPSON ST
EASTON,IL60201 		NONE   NEW BUILDING FUND 25,000

MIDDLEBURY COLLEGE

700 EXCHANGE STREET
MIDDLEBURY,VT05753 		NONE   PARENTS' FUND 50,000

MORAN CENTER FOR YOUTH ADVOCACY

1900 A DEMPSTER ST
EVANSTON,IL60202 		NONE   PROGRAM SUPPORT 20,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN ST
LANDER,WY82520 		NONE   PROGRAM SUPPORT 25,000

NELSON INST FOR ENV STUDIES

550 N PARK ST
MADISON,WI53706 		NONE   ENVIRONMENTAL FUTURES FUND 20,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115 		NONE   ANNUAL FUND 25,000

ONE CITY EARLY LEARNING CENTER

2012 FISHER ST
MADISON,WI53713 		NONE   PROGRAM SUPPORT 20,000

PINEY WOODS SCHOOL

5096 HIGHWAY 49 SOUTH
PINEY WOODS,MS39148 		NONE   ANNNUAL FUND 25,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		NONE   PROGRAM SUPPORT 25,000

REFUGEEONE

6008 N CALIFORNIA AVE
CHICAGO,IL60659 		NONE   PROGRAM SUPPORT 20,000

ROCKFORD FAMILY PLANNING FOUNDATION

2205 SOUTH PERRYVILLE RD
ROCKFORD,IL61108 		NONE   PROGRAM SUPPORT 5,000

SHERIFF'S MEADOW FOUNDATION

PO BOX 1088
VINEYARD HAVEN,MA02568 		NONE   TRAIL FUND 25,000

U OF CHICAGO-DEPT OF RADIOLOGY

1215 GREENLEAF ST
CHICAGO,IL60637 		NONE   PROGRAM SUPPORT 10,000

URBAN LEAGUE OF GREATER MADISON

2222 S PARK STREET STE 200
MADISON,WI53713 		NONE   BLACK BUSINESS HUB, HOME OWNERSHIP EDUCATION AND FINANCIAL COACHING PROGRAM 6,000

NEXT DOOR FOUNDATION

2545 N 29TH STREET
MILWAUKEE,WI53210 		NONE   PROGRAM SUPPORT 10,000

AMMONOOSUC CONSERVATION TRUST

461 MAIN STREET PO BOX 191 UNIT 203
FRANCONIA,NH03580 		NONE   PROGRAM SUPPORT 20,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007 		NONE   PROGRAM SUPPORT 10,000

BRUCE'S LEGACY

W11099 CLARK RD
BLACK RIVER FALLS,WI54615 		NONE   PROGRAM SUPPORT 50,000
Total ................................. 3a 949,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 76,440  
4 Dividends and interest from securities ....     14 365,663  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,210,875  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,652,978 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,652,978
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
PHOEBE R & JOHN D LEWIS FOUNDATION
 
Employer identification number

31-1401478
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
PHOEBE R & JOHN D LEWIS FOUNDATION
  		Employer identification number
31-1401478
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ESTATE OF PHOEBE R LEWIS
 
C/O 42 FIRE TOWER RD
 
VINEYARD HAVEN, MA02568

$ 855,651


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
PHOEBE R & JOHN D LEWIS FOUNDATION
  		Employer identification number

31-1401478
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
PHOEBE R & JOHN D LEWIS FOUNDATION
  		Employer identification number

31-1401478
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 3,000 2,250   750

TY 2025 InvestmentsCorpStockSchedule
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC SHS CL A NEW - 2780 SHS 88,823 745,874
ALPHABET INC CAP STK CL A - 7955 SHS 150,087 2,489,915
ALPHABET INC CAP STK CL C - 5795 SHS 75,105 1,818,471
APPLIED MATERIALS INC COM - 1512 SHS 210,892 388,569
BROADCOM INC - 2015 SHS 34,907 553,414
CHEVRON CORP - 1359 SHS 99,609 207,125
COCA COLA CO - 3674 SHS 192,462 256,849
COSTCO WHOLESALE CORP - 1188 SHS 228,270 1,024,459
D R HORTON INC - 1525 SHS 56,444 219,646
DANAHER CORP - 1477 SHS 160,878 338,115
DOMINION ENERGY INC - 3699 SHS 211,968 216,724
DUKE ENERGY CORP NEW - 2222 SHS 173,809 260,441
EATON CORP PLC - 816 SHS 235,623 259,904
EOG RESOURCES INC COM - 1581 SHS 210,728 166,021
FASTENAL CO - 10180 SHS 75,446 408,523
GE VERNOVA LLC - 546 SHS 193,952 356,849
GOLDMAN SACHS GROUP INC COM - 491 SHS 196,632 431,589
HEWLETT PACKARD ENTERPRISE CO - 13121 SHS 225,186 315,166
HOME DEPOT INC - 1360 SHS 224,842 467,976
INTERCONTINENTAL EXCHANGE INC COM - 1675 SHS 91,818 271,283
INTERNATIONAL BUSINESS MACHS - 1317 SHS 184,198 390,109
JOHNSON & JOHNSON COM - 1597 SHS 214,831 330,499
KROGER CO - 4174 SHS 136,807 260,792
MERCK & CO INC NEW - 1991 SHS 89,040 209,573
META PLATFORMS INC - 449 SHS 55,630 296,380
MICROSOFT CORP COM - 790 SHS 21,557 382,060
PFIZER INC - 6871 SHS 159,831 171,088
PNC FINANCIAL SERVICES GROUP - 3820 SHS 258,013 797,349
SCHWAB CHARLES CORP COM NEW - 7090 SHS 227,141 708,362
T ROWE PRICE GROUP INC - 4150 SHS 361,661 424,877
THERMO FISHER CORP - 486 SHS 113,187 281,613
TJX COS INC COM NEW - 3095 SHS 287,980 475,423
TRACTOR SUPPLY CO COM - 3100 SHS 135,028 155,031
UNITEDHEALTH GROUP INC - 760 SHS 133,253 250,884
VERIZON COMMUNICATIONS - 4369 SHS 213,055 177,949
VISA INC COM CL A STK - 2565 SHS 295,827 1,187,153
AMERICAN EXPRESS CO - 1643 SHS 458,458 607,828
AMAZON COM INC - 1272 SHS 283,473 293,603
EXON MOBIL CORP COM - 1993 SHS 233,131 239,838
REPUBLIC SVCS INC - 1233 SHS 297,889 261,310
UBER TECHNOLOGIES INC COM - 2604 SHS 234,593 212,773

TY 2025 InvestmentsGovtObligationsSch
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
US Government Securities - End of Year Book Value:

85,884
US Government Securities - End of Year Fair Market Value:

85,794
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 LegalFeesSchedule
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 372 93   279


TY 2025 OtherProfessionalFeesSchedule
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGT FEE 124,991 124,991   0
FILING FEES 50 50   0


TY 2025 TaxesSchedule
Name:
PHOEBE R & JOHN D LEWIS FOUNDATION
EIN:
31-1401478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED EXCISE TAX PAID - CURRENT YEAR 18,000 0   0