LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-06
IRS object ID: 202501269349100330
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Assets Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-06T09:52:11-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	581934140	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DAN R SPIRES JR CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 937	AddressLine1Txt
City	CORDELE	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	310100937	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453613189	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LEWIS FAMILY	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LEWI	BusinessNameControlTxt
Phone	2294394000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 71209	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	317081209	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GREGORY L FULLERTON	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	2294382452	PhoneNum
Signature	2025-05-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAN R SPIRES JR CPA	PreparerPersonNm
PTIN	P01043154	PTIN
Phone	2292736915	PhoneNum
Preparation	2025-05-06	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,253,006	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$28,715	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$28,715	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$33,880	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$33,880	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$64,527	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$477,623	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,862	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$127,122	TotalRevAndExpnssAmt
Total Net Invst Incm	$82,457	TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$25,330	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$25,330	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$974	InterestRevAndExpnssAmt
Interest Net Invst Incm	$974	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$1,724	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,724	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$28,028	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$28,028	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$117,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$117,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$145,528	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$28,028	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$117,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$18,406	ExcessRevenueOverExpensesAmt
Net Investment Income	$54,429	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$49,280	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$15,767	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$15,767	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$523,594	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$522,193	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$461,630	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$812,294	CorporateStockBOYAmt
Corporate Stock EOY	$832,083	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,253,145	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$541,732	CorporateBondsBOYAmt
Corporate Bonds EOY	$538,295	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$522,464	CorporateBondsEOYFMVAmt
Other Assets BOY	$18,638	OtherAssetsBOYAmt
Other Assets EOY	$18,638	OtherAssetsEOYAmt
Total Assets BOY	$1,945,538	TotalAssetsBOYAmt
Total Assets EOY	$1,926,976	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,253,006	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,945,538	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,926,976	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,945,538	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,926,976	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,945,538	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,926,976	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,945,538	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$18,406	ExcessRevenueOverExpensesAmt
Subtotal	$1,927,132	SubtotalAmt
Other Decreases	$156	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,926,976	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,862	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$757	InvestmentIncomeExciseTaxAmt
Subtotal	$757	SubtotalAmt
Tax Based On Investment Income	$757	TaxBasedOnInvestmentIncomeAmt
Tax Due	$757	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	GA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	REGIONS PRIVATE WEALTH MANAGEMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7705032651	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 937	AddressLine1Txt
City	GAINESVILLE	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30501	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MIRIAM HARRIS
339 WILLING LANNE	AIKEN	SC	29801	DIRECTOR	000.00	$0	$0	$0
GREGORY L FULLERTON
P O BOX 71209	ALBANY	GA	317081209	SECRETARY/TR	000.00	$0	$0	$0
MARY M BEMAN
719 SOMERSET WAY	AUGUSTA	GA	30909	CHAIRMAN	000.00	$0	$0	$0
LINDORA W SNYDER
3315 WALTON DRIVE	MONTGOMERY	AL	36111	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	DONATIONS TO VARIOUS CHARITIES SUCH AS 32,500 TO BARNEY'S RUN FOR WARRIORS, 2325 LAKE PARK DR, ABANY, GA 31707	Description1Txt
Expenses1	$117,500	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,337,843	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,337,843	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,337,843	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$35,068	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,302,775	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$115,139	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$115,139	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$757	TaxBasedOnInvestmentIncomeAmt
Total Tax	$757	TotalTaxAmt
Distributable Before Adj	$114,382	DistributableBeforeAdjAmt
Distributable Before Ded	$114,382	DistributableBeforeDedAmt
Distributable As Adjusted	$114,382	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$117,500	ExpensesAndContributionsAmt
Qualifying Distributions	$117,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$114,382	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$132,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$104,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$236,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$117,500	QualifyingDistributionsAmt
Applied To Current Year	$114,382	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,118	RemainingDistriFromCorpusAmt
Total Corpus	$239,118	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$239,118	ExcessDistriCyovToNextYrAmt
Excess From Year2	$132,000	ExcessFromYear2Amt
Excess From Year1	$104,000	ExcessFromYear1Amt
Excess From Current Year	$3,118	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MARIANNE SMITH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	REGIONS BANK TRUST DEPARTMENT	AddressLine1Txt
Address Line2	2813 OLD DAWSON ROAD	AddressLine2Txt
City	ALBANY	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31707	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2294382452	RecipientPhoneNum
Recipient Email Address	MARIANNE.SMITH@REGIONS.COM	RecipientEmailAddressTxt
Form And Info And Materials	NONE	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE FOR 501(C)(3) ORGANIZATIONS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MISSION CHANGE INC
308 FLINT AVENUE	ALBANY	GA	31701	NONE	NONE	CHARITABLE CONTRIBUTION	$1,250
LIGHT HOUSE
425 W 23RD AVENUE	ALBANY	GA	31701	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
THE CHILDREN'S HOSPITAL OF GA
1446 HARPER STREET	AUGUSTA	GA	30912	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
ALZHEIMERS OUTREACH CTR
307 FLINT AVENUE	ALBANY	GA	31701	NONE	NONE	CHARITABLE CONTRIBUTION	$6,250
BARNEY'S RUN
P O BOX 70111	ALBANY	GA	31709	NONE	NONE	CHARITABLE CONTRIBUTION	$32,500
SALLY WETHERBEE ADOPTION CTR
2223 DAWSON RD	ALBANY	GA	31707	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
SOUTH GEORGIA COUNCIL BSA INC
1841 NORMAN DRIVE	VALDOSTA	GA	31601	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
WILSON HOSPICE HOUSE
320 FOUNDATION LANE	ALBANY	GA	31707	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
LIBERTY HOUSE
P O BOX 2046	ALBANY	GA	31702	NONE	NONE	CHARITABLE CONTRIBUTION	$12,500
GA MUSEUM OF AGRICULTURE
1392 WHIDDON MILL RD	TIFTON	GA	31793	NONE	NONE	CHARITABLE CONTRIBUTION	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$117,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$28,715	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$33,880	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$64,527	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$127,122	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$127,122	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
REGIONS BANK TRUST DEPT	PURCHASE	$75,397	$73,111	$2,286
REGIONS BANK TRUST DEPT	PURCHASE	$382,364	$339,985	$42,379

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$538,295	EOYBookValueAmt
EOYFMV	$522,464	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	COMMON STOCK & MUTUAL FUNDS	StockNm
EOY Book Value	$832,083	EOYBookValueAmt
EOYFMV	$1,253,145	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$522,193	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$461,630	USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
BOY Book Value	$18,638	BOYBookValueAmt
EOY Book Value	$18,638	EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
OTHER DECREASES	$105
WASH SALE GAIN DISALLOWED	$51

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
LEGAL FEES	$100	$100
TRUSTEE FEES	$25,028	$25,028
CUSTODIAN MANAGEMENT FEES	$2	$2
TAX PREPARATION FEES	$200	$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,724	Amt
Net Investment Income	$1,724	NetInvestmentIncomeAmt

LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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