Skip to content
Nonprofiteer
← LEWIS W HYER TRUST 098310C

Form 990 for tax year 2024

Filed by LEWIS W HYER TRUST 098310C.

Totals

Total revenue
$2,791,966
Total expenses
$10,480,108
Contributions and grants received
$0
Grants paid
$9,655,795
Program service revenue
$0
Investment income
$2,791,966
Other revenue
$0
Total assets, end of year
$150,507,432
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$150,507,432
Program services expenses (Part IX)
$9,704,442
Management and general expenses
$775,666
Fundraising expenses
$0
Program service expenses (Part III)
$18,346,001

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $5,797,238 · excluded $5,797,238

  • 7a · Gross sales of assets other than inventory

    securities $45,841,921

  • 7b · Less cost or other basis and sales expenses

    securities $48,847,193

  • 7c · Gain or loss

    securities -$3,005,272

  • 7d · Net gain or loss

    total -$3,005,272 · excluded -$3,005,272

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,655,795 · program services $9,655,795

  • 5 · Compensation of officers, directors and key employees

    total $486,466 · program services $48,647 · management and general $437,819

  • 11c · Fees: accounting

    total $7,480 · management and general $7,480

  • 11f · Fees: investment management

    total $165,077 · management and general $165,077

  • 24a · Other expenses: FOREIGN TAXES

    total $139,983 · management and general $139,983

  • 24b · Other expenses: INVESTMENT EXPENSES

    total $15,007 · management and general $15,007

  • 24c · Other expenses: ADR FEES

    total $10,300 · management and general $10,300

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,984,028 · end of year $4,920,576

  • 11 · Investments: publicly traded securities

    beginning of year $154,115,430 · end of year $145,494,076

  • 15 · Other assets

    beginning of year $96,962 · end of year $92,780

  • 29 · Capital stock, trust principal or current funds

    beginning of year $158,196,420 · end of year $150,507,432

Mission and programs · 2024

Mission

PROVIDING GRANTS TO VARIOUS SECTION170(b)(1)(A)(ii) AND SECTION 170(b)(1)(A)(iii)

  • COLLEGE OF THE OZARKSP.O. BOX 17POINT LOOK OUT, MO 65726-0017EIN: 44-0556862PURPOSE OF GRANT: GENERAL PURPOSES

    Expenses $7,241,846 · Grants $7,241,846

  • SHRINERS HOSPITAL FOR CHILDREN P.O. BOX 31218 TAMPA, FL 33631-3218 EIN: 43-6019866 PURPOSE OF GRANT: GENERAL PURPOSES

    Expenses $965,580 · Grants $965,580

  • RANKEN JORDAN HOME 11365 DORSETT ROAD MARYLAND HEIGHTS, MO 63043 EIN: 43-0666765 PURPOSE OF GRANT: GENERAL PURPOSES

    Expenses $482,780 · Grants $482,780

  • Expenses $9,655,795 · Grants $9,655,795

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Us Bank Na

    TRUSTEE

    Total calculated
    $486,466
    From this org
    $486,466
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
2 May 2025
IRS schema version
2024v5.1
Source object
202511299349302326

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.