GEORGE LEWIS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: GEORGE LEWIS FOUNDATION (EIN 41-2072688)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202303199349106505
Schema version: 2022v5.0
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T12:45:53-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810390489	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Boyle Deveny & Meyer PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	305 South 4th East Suite 200	AddressLine1Txt
City	Missoula	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59801	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	412072688	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GEORGE LEWIS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GEOR	BusinessNameControlTxt
Phone	4067217772	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	310 WEST SPRUCE ST	AddressLine1Txt
City	MISSOULA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59802	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KIRBY S CHRISTIAN	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KIRBY S	PersonFirstNm
Person Last	CHRISTIAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	CHRISTINA TWOHIG CPA	PreparerPersonNm
PTIN	P00542354	PTIN
Phone	4067213555	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$243,497	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	$276	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$276	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$276	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$276	TotalRevAndExpnssAmt
Total Net Invst Incm	$276	TotalNetInvstIncmAmt
Total Adj Net Incm	$276	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$600	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$4	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$604	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$13,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$13,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$13,604	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$13,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$13,328	ExcessRevenueOverExpensesAmt
Net Investment Income	$276	NetInvestmentIncomeAmt
Adjusted Net Income	$276	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$256,825	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$243,497	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$243,497	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$256,825	TotalAssetsBOYAmt
Total Assets EOY	$243,497	TotalAssetsEOYAmt
Total Assets EOYFMV	$243,497	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$256,825	CapitalStockBOYAmt
Capital Stock EOY	$243,497	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$256,825	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$243,497	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$256,825	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$243,497	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$256,825	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$13,328	ExcessRevenueOverExpensesAmt
Subtotal	$243,497	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$243,497	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4	InvestmentIncomeExciseTaxAmt
Subtotal	$4	SubtotalAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Tax Due	$4	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MT	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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KIRBY CHRISTIAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4067217772	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	310 WEST SPRUCE ST	AddressLine1Txt
City	MISSOULA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59802	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
GEORGE LEWIS
PO BOX 8479	MISSOULA	MT	59807	Director	0.10	$0
KIRBY S CHRISTIAN
PO BOX 8479	MISSOULA	MT	59807	Director	0.10	$0
KEN HUTCHERSON
PO BOX 8479	MISSOULA	MT	59807	Director	0.10	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$250,564	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$250,564	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$250,564	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,758	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$246,806	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,340	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,340	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4	TotalTaxAmt
Distributable Before Adj	$12,336	DistributableBeforeAdjAmt
Distributable Before Ded	$12,336	DistributableBeforeDedAmt
Distributable As Adjusted	$12,336	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$13,000	ExpensesAndContributionsAmt
Qualifying Distributions	$13,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$12,336	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$4,611	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,328	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,182	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$12,197	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$27,318	TotalExcessDistributionCyovAmt
Qualifying Distributions	$13,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$12,336	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$664	RemainingDistriFromCorpusAmt
Total Corpus	$27,982	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$27,982	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,611	ExcessFromYear4Amt
Excess From Year3	$5,328	ExcessFromYear3Amt
Excess From Year2	$5,182	ExcessFromYear2Amt
Excess From Year1	$12,197	ExcessFromYear1Amt
Excess From Current Year	$664	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GEORGE LEWIS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
THE GEORGE LEWIS INTERNATIONAL FND
310 W SPRUCE ST	MISSOULA	MT	59802	AFFILIATE	POF	OPERATIONS	$10,000
THE DISCOVERY FOUNDATION INC
310 WEST SPRUCE ST	MISSOULA	MT	59802	AFFILIATE	POF	OPERATIONS	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$13,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$276	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$276	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$276	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 PREP FEES	CategoryTxt
Amt	$600	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990PF	CategoryTxt
Amt	$4	Amt

GEORGE LEWIS FOUNDATION: Form 990PF, tax year 2022

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

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

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 (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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