LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2025-04-29
IRS object ID: 202521199349100627
Schema version: 2023v6.0
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Assets Schedule
Other Income Schedule2
Other Professional Fees Schedule
Reasonable Cause Explanation
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-29T11:59:00-04:00	ReturnTs
Tax Period End	2023-12-31	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	2023-01-01	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	2025-04-28	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	2025-04-29	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,207,718	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	$23,552	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$23,552	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$32,076	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$32,076	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$15,509	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$628,139	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,777	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,476	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$74,613	TotalRevAndExpnssAmt
Total Net Invst Incm	$58,405	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$4,678	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,678	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$23,344	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$23,344	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$931	InterestRevAndExpnssAmt
Interest Net Invst Incm	$931	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$955	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$955	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$29,908	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,908	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$104,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$104,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$133,908	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,908	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$104,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$59,295	ExcessRevenueOverExpensesAmt
Net Investment Income	$28,497	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$64,804	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$49,280	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$49,280	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$203,115	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$523,594	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$482,751	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$844,184	CorporateStockBOYAmt
Corporate Stock EOY	$812,294	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,137,071	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$874,092	CorporateBondsBOYAmt
Corporate Bonds EOY	$541,732	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$519,978	CorporateBondsEOYFMVAmt
Other Assets BOY	$18,638	OtherAssetsBOYAmt
Other Assets EOY	$18,638	OtherAssetsEOYAmt
Other Assets EOYFMV	$18,638	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,004,833	TotalAssetsBOYAmt
Total Assets EOY	$1,945,538	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,207,718	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,004,833	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,945,538	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,004,833	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,945,538	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,004,833	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,945,538	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,004,833	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$59,295	ExcessRevenueOverExpensesAmt
Subtotal	$1,945,538	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,945,538	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,777	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$396	InvestmentIncomeExciseTaxAmt
Subtotal	$396	SubtotalAmt
Tax Based On Investment Income	$396	TaxBasedOnInvestmentIncomeAmt
Tax Due	$396	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 26,000 TO BARNEY'S RUN FOR WARRIORS, 2325 LAKE PARK DR, ABANY, GA 31707	Description1Txt
Expenses1	$104,000	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	$2,187,914	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,187,914	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,187,914	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,819	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,155,095	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$107,755	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$107,755	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$396	TaxBasedOnInvestmentIncomeAmt
Total Tax	$396	TotalTaxAmt
Distributable Before Adj	$107,359	DistributableBeforeAdjAmt
Distributable Before Ded	$107,359	DistributableBeforeDedAmt
Distributable As Adjusted	$107,359	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$104,000	ExpensesAndContributionsAmt
Qualifying Distributions	$104,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$107,359	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$132,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$132,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$104,000	QualifyingDistributionsAmt
Applied To Current Year	$104,000	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$3,359	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$3,359	ExcessDistributionCyovAppCYAmt
Total Corpus	$128,641	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$128,641	ExcessDistriCyovToNextYrAmt
Excess From Year1	$128,641	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LORRAINNE ZIMMERMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	REGIONS BANK TRUST DEPARTMENT	AddressLine1Txt
Address Line2	303 JESSE JEWELL PKWY	AddressLine2Txt
City	GAINESVILLE	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30501	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7705032651	RecipientPhoneNum
Recipient Email Address	LORRAINNE.ZIMMERMAN@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 (11 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	$1,000
LIGHT HOUSE
425 W 23RD AVENUE	ALBANY	GA	31701	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
THE CHILDREN'S HOSPITAL OF GA
1446 HARPER STREET	AUGUSTA	GA	30912	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
ALZHEIMERS OUTREACH CTR
307 FLINT AVENUE	ALBANY	GA	31701	NONE	NONE	CHARITABLE CONTRIBUTION	$5,000
BARNEY'S RUN
P O BOX 70111	ALBANY	GA	31709	NONE	NONE	CHARITABLE CONTRIBUTION	$26,000
GRACEWAY RECOVERY RESIDENCE
411 TIFT AVENUE	ALBANY	GA	31701	NONE		CHARITABLE CONTRIBUTION	$10,000
SALLY WETHERBEE ADOPTION CTR
2223 DAWSON RD	ALBANY	GA	31707	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
SOUTH GEORGIA COUNCIL BSA INC
1841 NORMAN DRIVE	VALDOSTA	GA	31601	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
WILSON HOSPICE HOUSE
320 FOUNDATION LANE	ALBANY	GA	31707	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
LIBERTY HOUSE
P O BOX 2046	ALBANY	GA	31702	NONE	NONE	CHARITABLE CONTRIBUTION	$10,000
GA MUSEUM OF AGRICULTURE
1392 WHIDDON MILL RD	TIFTON	GA	31793	NONE	NONE	CHARITABLE CONTRIBUTION	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$104,000	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	$23,552	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$32,076	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$15,509	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Related Or Exempt Function Incm	$3,476	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$74,613	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$74,613	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$4,678	Amt
Net Investment Income	$4,678	NetInvestmentIncomeAmt

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	PURCHASE	$277,578	$275,288	$2,290
REGIONS	PURCHASE	$347,784	$337,342	$10,442

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$541,732	EOYBookValueAmt
EOYFMV	$519,978	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	$812,294	EOYBookValueAmt
EOYFMV	$1,137,071	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$523,594	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$482,751	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
EOYFMV	$18,638	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$3,476	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
LEGAL FEES	$40	$40
TRUSTEE FEES	$18,302	$18,302
CUSTODIAN MANAGEMENT FEES	$2	$2
TAX PREPARATION FEES	$200	$200
INVESTMENT MANAGEMENT FEES	$4,800	$4,800

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	HURRICANE DEBBY AND HELENE EXTENDED DUE DATE TO 5/1/25 PER FEDERAL DISASTER DECLARATION	ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$955	Amt
Net Investment Income	$955	NetInvestmentIncomeAmt

LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

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 (11 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

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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 Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

Reasonable Cause Explanation ReasonableCauseExplanation

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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