2023-06-20T16:17:06-04:00 2021-12-31 581934140 DAN R SPIRES JR CPA PO BOX 937 CORDELE GA 310100937 990PF 2021-01-01 453613189 THE LEWIS FAMILY CHARITABLE FOUNDATION INC LEWI 2294382452 2813 OLD DAWSON ROAD ALBANY GA 31707 GREGORY L FULLERTON SECRETARY/TREASURER 2294382452 2023-05-03 true GREGORY L FULLERTON XXX-XX-XXXX DAN R SPIRES JR CPA P01043154 2292736915 2023-05-03 X 2021 2023-04-26 12:10:37Z X 2638292 X X 23913 23913 34320 34320 189682 910637 40430 1170 1170 249085 99833 2284 2284 33194 33194 862 862 1352 1352 659 37692 37692 659 113000 113000 150692 37692 113659 98393 62141 103 103 108 78406 78478 176329 173118 180984 1139401 1019335 1447101 741495 884764 912988 18638 18638 18638 2075971 2174364 2638292 0 X 2075971 2174364 2075971 2174364 2075971 2174364 2075971 98393 2174364 2174364 40430 864 864 864 X 16 880 false false false false false false false true true GA true false false false false true NONE REGIONS TRUST DEPARTMENT 2294382452 2813 OLD DAWSON ROAD ALBANY GA 31707 false false false false false false false false false false false false false false false false false false false false MIRIAM HARRIS 339 WILLING LANE 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 NONE NONE DONATIONS TO VARIOUS CHARITIES SUCH AS 20,000 TO WILSON HOSPICE HOUSE, 320 FOUNDATION LANE, ABANY, GA 31707 N/A 2635732 103 18638 2654473 2654473 39817 2614656 130733 130733 864 864 129869 130733 260602 260602 113659 113659 260602 29936 29936 113659 113659 29936 29936 117007 MARIANNE SMITH REGIONS BANK TRUST DEPARTMENT 2813 OLD DAWSON ROAD ALBANY GA 31707 2294382452 MARIANNE.SMITH@REGIONS.COM NONE NONE NONE FOR 501(C)(3) ORGANIZATIONS MISSION CHANGE INC 308 FLINT AVENUE ALBANY GA 31701 NONE NONE CHARITABLE CONTRIBUTION 2500 LIGHT HOUSE 425 W 23RD AVENUE ALBANY GA 31701 NONE NONE CHARITABLE CONTRIBUTION 15000 THE CHILDREN'S HOSPITAL OF GA 1446 HARPER STREET AUGUSTA GA 30912 NONE NONE CHARITABLE CONTRIBUTION 10000 ALZHEIMERS OUTREACH CTR 307 FLINT AVENUE ATT VIRGINIA GRIFFIN ALBANY GA 31701 NONE NONE CHARITABLE CONTRIBUTION 5000 BARNEY'S RUN P O BOX 70111 ST PAUL EPISCOPAL CHURCH ALBANY GA 31709 NONE NONE CHARITABLE CONTRIBUTION 25000 GRACEWAY 411 TIFT AVENUE ALBANY GA 31701 NONE CHARITABLE CONTRIBUTION 7500 SALLY WETHERBEE ADOPTION CTR 2223 DAWSON RD ALBANY GA 31707 NONE NONE CHARITABLE CONTRIBUTION 2500 SOUTH GEORGIA COUNCIL BSA INC 1841 NORMAN DRIVE ATT SAM MCCORD VALDOSTA GA 31601 NONE NONE CHARITABLE CONTRIBUTION 8000 WILSON HOSPICE HOUSE 320 FOUNDATION LANE J STEPHENS PHOEBE HEALTH ALBANY GA 31707 NONE NONE CHARITABLE CONTRIBUTION 20000 LIBERTY HOUSE P O BOX 2046 ALBANY GA 31702 NONE NONE CHARITABLE CONTRIBUTION 15000 THE ABAC FOUNDATION 2802 MOORE HWY TIIFTON GA 31793 NONE NONE CHARITABLE CONTRIBUTION 2500 113000 23913 34320 189682 MISCELLANEOUS INCOME 1170 249085 249085 false false false false false false false false false false TAX PREPARATION 2284 2284 REGIONS LONG TERM CAPITAL LOSS 2020-10 PURCHASE 2022-12 6943 4663 2280 REGIONS SHORT TERM CAPITAL L0SS 2021-06 PURCHASE 2022-05 165772 166078 -306 REGIONS LONG TERM CAPITAL LOSS 2021-09 PURCHASE 2021-10 697492 550214 147278 CORPORATE BONDS 405111 416653 MORTGAGE BACKED SECURITIES 243194 250942 CORPORATE STOCK 236459 245393 COMMON STOCK 362695 680639 MUTUAL FUNDS 312526 379255 MUTUAL FUNDS INTERNATIONAL 344114 387207 173118 180984 MISCELLANEOUS 18638 18638 18638 MISCELLANEOUS INCOME 1170 1170 LEGAL FEES 1264 1264 TRUSTEE FEES 16916 16916 CUSTODIAN MANAGEMENT FEES 5516 5516 TAX PREPARATION FEES 200 200 ADR FEES 4 4 INVESTMENT MANAGEMENT FEES 9294 9294 MANAGER OF REGIONS RETIRED IN EARLY 2021 AND REPLACEMENTS WERE NOT YET FAMILIAR WITH HOW TO PROCESS THE INFORMATION FOR THE TAX RETURN. OUR FIRM RECEIVED THE INFORMATION IN MARCH 2023. TAXES INCOME FORM 990 659 659 659 FOREIGN TAXES 693 693