RANDALL W LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RANDALL W LEWIS FAMILY FOUNDATION (EIN 84-3976537)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349108207
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:55:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352476821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | 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 | 843976537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RANDALL W LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAND | BusinessNameControlTxt |
| Phone | 9099850971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 670 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917850670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL W LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9099850971 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDALL | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH YUEN | PreparerPersonNm |
| PTIN | P00127957 | PTIN |
| Phone | 7022627338 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
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 |
| 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 | $14,577,506 | 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 | $2,726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,726 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $301,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$614,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,135,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$310,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,077 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,841 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,047 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,251,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,155,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,561,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,242,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,680,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,577,506 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $18,242,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,680,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,577,506 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,242,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,680,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,242,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,680,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,242,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,680,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,242,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,561,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,680,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,680,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DODGE & COX INCOME | P | 2022-01-26 | 2022-01-26 | $105,681 | $110,242 | -$4,561 | -$4,561 |
| DODGE & COX INCOME-I | P | 2021-06-22 | 2022-05-05 | $40,862 | $41,397 | -$535 | -$535 |
| EDGEWOOD GROWTH FUND-INST | P | 2021-07-06 | 2022-02-15 | $39,579 | $48,880 | -$9,301 | -$9,301 |
| EDGEWOOD GROWTH FUND-INST | P | 2022-05-26 | 2022-05-26 | $185,899 | $280,142 | -$94,243 | -$94,243 |
| FIDELITY INTL INDX-INST PRM | P | 2022-05-05 | 2022-05-05 | $313,209 | $369,048 | -$55,839 | -$55,839 |
| FIDELITY 500 INDEX-INST PRM | P | 2022-05-05 | 2022-05-05 | $313,208 | $328,573 | -$15,365 | -$15,365 |
| FIDELITY CONS INCOME BOND-IS | P | 2021-07-16 | 2022-05-05 | $167,146 | $167,981 | -$835 | -$835 |
| HEALTH CARE SELECT SECTOR | P | 2022-04-26 | 2022-05-05 | $38,404 | $39,003 | -$599 | -$599 |
| HEALTH CARE SELECT SECTOR | P | 2022-04-26 | 2022-08-25 | $62,582 | $63,198 | -$616 | -$616 |
| HEALTH CARE SELECT SECTOR | P | 2022-04-26 | 2022-09-27 | $39,988 | $43,630 | -$3,642 | -$3,642 |
| HEALTH CARE SELECT SECTOR | P | 2022-04-26 | 2022-12-02 | $127,323 | $120,446 | $6,877 | $6,877 |
| INDUSTRIAL SELECT SECT SPDR | P | 2022-04-05 | 2022-04-05 | $224,057 | $225,495 | -$1,438 | -$1,438 |
| INDUSTRIAL SELECT SECT SPDR | P | 2021-04-26 | 2022-04-05 | $37,116 | $37,370 | -$254 | -$254 |
| INVESCO QQQ TRUST SERIES 1 | P | 2021-07-06 | 2022-02-15 | $8,160 | $8,283 | -$123 | -$123 |
| INVESCO QQQ TRUST SERIES 1 | P | 2022-02-15 | 2022-02-15 | $42,177 | $42,212 | -$35 | -$35 |
| INVESCO QQQ TRUST SERIES 1 | P | 2022-03-09 | 2022-03-09 | $129,304 | $135,173 | -$5,869 | -$5,869 |
| ISHARES RUSSELL 1000 VALUE E | P | 2021-11-04 | 2022-07-08 | $122,552 | $138,053 | -$15,501 | -$15,501 |
| ISHARES MSCI ALL COUNTRY ASI | P | 2022-08-25 | 2022-09-27 | $18,784 | $21,460 | -$2,676 | -$2,676 |
| ISHARES MSCI CHINA ETF | P | 2021-11-04 | 2022-09-27 | $33,533 | $53,039 | -$19,506 | -$19,506 |
| ISHARES MSCI JAPAN ETF | P | 2022-04-26 | 2022-04-26 | $81,881 | $102,783 | -$20,902 | -$20,902 |
| VANECK OIL SERVICES ETF | P | 2022-05-05 | 2022-05-05 | $151,003 | $123,779 | $27,224 | $27,224 |
| VANECK OIL SERVICES ETF | P | 2021-12-09 | 2022-09-27 | $7,305 | $6,937 | $368 | $368 |
| VANECK OIL SERVICES ETF | P | 2021-12-09 | 2022-12-02 | $202,693 | $127,365 | $75,328 | $75,328 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2022-03-02 | 2022-03-02 | $80,425 | $84,610 | -$4,185 | -$4,185 |
| VANGUARD SHORT-TERM TIPS | P | 2022-05-05 | 2022-05-05 | $29,966 | $31,128 | -$1,162 | -$1,162 |
| VANGUARD SHORT-TERM TIPS | P | 2022-03-02 | 2022-07-08 | $160,151 | $167,903 | -$7,752 | -$7,752 |
| VANGUARD FINANCIALS ETF | P | 2021-06-07 | 2022-04-13 | $22,648 | $23,390 | -$742 | -$742 |
| VANGUARD FINANCIALS ETF | P | 2022-04-13 | 2022-04-13 | $209,275 | $215,080 | -$5,805 | -$5,805 |
| VANGUARD FINANCIALS ETF | P | 2022-04-26 | 2022-04-26 | $269,832 | $281,824 | -$11,992 | -$11,992 |
| VANGUARD FTSE EUROPE ETF | P | 2022-03-25 | 2022-03-25 | $132,358 | $148,782 | -$16,424 | -$16,424 |
| VANGUARD FTSE EUROPE ETF | P | 2021-05-24 | 2022-05-05 | $15,090 | $18,012 | -$2,922 | -$2,922 |
| J.P. MORGAN LT CAPITAL GAIN DISTRIBUTIONS | P | 2022-12-31 | 2022-12-31 | $102,870 | $102,870 | $102,870 | |
| DODGE & COX INCOME-I | P | 2021-06-22 | 2022-09-27 | $33,585 | $41,586 | -$8,001 | -$8,001 |
| EDGEWOOD GROWTH FUND-INST | P | 2022-08-25 | 2022-08-25 | $342,976 | $476,303 | -$133,327 | -$133,327 |
| FIDELITY INTL INDX-INST PRM | P | 2021-05-24 | 2022-07-08 | $123,911 | $155,573 | -$31,662 | -$31,662 |
| FIDELITY INTL INDX-INST PRM | P | 2022-09-27 | 2022-09-27 | $113,752 | $159,218 | -$45,466 | -$45,466 |
| FIDELITY INTL INDX-INST PRM | P | 2022-11-09 | 2022-11-09 | $161,169 | $206,232 | -$45,063 | -$45,063 |
| ISHARES MSCI ALL COUNTRY ASI | P | 2022-09-27 | 2022-09-27 | $58,633 | $90,227 | -$31,594 | -$31,594 |
| ISHARES CORE MSCI EMERGING | P | 2022-09-27 | 2022-09-27 | $170,052 | $261,453 | -$91,401 | -$91,401 |
| OAKMARK INTERNATIONAL-R6 | P | 2022-08-25 | 2022-08-25 | $100,015 | $140,870 | -$40,855 | -$40,855 |
| SCHWAB U.S. TIPS ETF | P | 2022-12-20 | 2022-12-20 | $128,359 | $146,816 | -$18,457 | -$18,457 |
| T ROWE PRICE NEW ASIA-I | P | 2022-09-27 | 2022-09-27 | $43,386 | $78,370 | -$34,984 | -$34,984 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2021-04-26 | 2022-05-05 | $93,396 | $93,396 | $0 | $0 |
| VANGUARD SHORT-TERM TIPS | P | 2021-04-26 | 2022-07-08 | $49 | $52 | -$3 | -$3 |
| VANGUARD SHORT-TERM TIPS | P | 2021-04-26 | 2022-07-08 | $6,130 | $6,418 | -$288 | -$288 |
| VANGUARD SHORT-TERM TIPS | P | 2022-07-08 | 2022-07-08 | $139,107 | $146,945 | -$7,838 | -$7,838 |
| VANGUARD FTSE EUROPE ETF | P | 2021-05-24 | 2022-07-12 | $46,006 | $61,542 | -$15,536 | -$15,536 |
| VANGUARD FTSE EUROPE ETF | P | 2022-07-12 | 2022-07-12 | $59,980 | $79,545 | -$19,565 | -$19,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$614,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,111 | OverpaymentAmt |
| Applied To ES Tax | $1,111 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEWIS FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 7022627338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL W LEWIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 N MOUNTAIN AVENUE | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,628,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,739,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,739,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,503,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $775,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $775,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,887 | TotalTaxAmt |
| Distributable Before Adj | $772,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $772,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $772,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,155,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,155,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $359,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $378,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,155,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $382,793 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $761,441 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $761,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $359,446 | ExcessFromYear2Amt |
| Excess From Year1 | $19,202 | ExcessFromYear1Amt |
| Excess From Current Year | $382,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIZFED INSTITUTE | ||||||
| 6055 E WASHINGTON BLVD SUITE 1005 | COMMERCE | CA | 90040 | PC | TO EDUCATE LEADERS AND HELP STRENGTHEN COMMUNITIES. | $10,000 |
| CLAREMONT MCKENNA COLLEGE | ||||||
| 400 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITIES. | $625,000 |
| CLAREMONT LEWIS MUSEUM OF ART | ||||||
| 200 W FIRST ST | CLAREMONT | CA | 91711 | PC | TO PROMOTE ARTS AND CULTURE IN THE COMMUNITIES. | $500,000 |
| INLAND EMPIRE COMMUNITY FOUNDATION | ||||||
| 601 N E STREET | SAN BERNARDINO | CA | 92410 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITIES. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,155,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,726 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$614,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$310,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$310,120 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $74,047 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $74,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $6,760 | $6,760 | $0 |
| FOREIGN TAX PAID | $11,081 | $11,081 | $0 |
| TAXES & LICENSES | $100 | $0 | $100 |
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