THE LEWIS PRIZE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS PRIZE FOUNDATION INC (EIN 82-4263697)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349100730
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:13:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824263697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS PRIZE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 3054431744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN - 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3054613632 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC GOLDBERG | PreparerPersonNm |
| PTIN | P00140875 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2021-11-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,176,399 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,938,596 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,064,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,064,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,034,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,097,691 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $514,784 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $514,784 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,030 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,030 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,719 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,860 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,859 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $154,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $154,439 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,460 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,805 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,805 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,958 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $874,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $821,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,029,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,029,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,904,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,850,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,130,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,074,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,605 | CashBOYAmt |
| Cash EOY | $172,838 | CashEOYAmt |
| Cash EOYFMV | $172,838 | CashEOYFMVAmt |
| Other Investments BOY | $1,009,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,003,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,003,561 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,025,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,176,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,176,399 | 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 | $1,025,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,176,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,025,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,025,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,176,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,025,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,130,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,834 | OtherIncreasesAmt |
| Subtotal | $4,176,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $1,064,350 | GrossSalesPriceAmt |
| Gain Or Loss | $1,064,350 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,064,350 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,064,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,070 | OverpaymentAmt |
| Applied To ES Tax | $15,070 | 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 | FL | 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 | WWW.THELEWISPRIZE.ORG | WebsiteAddressTxt |
| Individual With Books | DANIEL R LEWIS | IndividualWithBooksNm |
| Phone | 3054431744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN - 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL R LEWIS | |||||||||
| 4000 PONCE DE LEON BOULEVARD SUITE | 510 | CORAL GABLES | FL | 33146 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VALERIE DILLON | |||||||||
| 4000 PONCE DE LEON BOULEVARD SUITE | 510 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HORVITZ | |||||||||
| 401 E LAS OLAS BOULEVARD STE 2200 | FT LAUDERDALE | FL | 33301 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS W SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4667 56TH STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FULL TIME EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $270,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FENTON COMMUNICATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 9TH AVENUE 910 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | COMMUNICATIONS | ServiceTypeTxt |
| Compensation | $84,925 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $649,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $804,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $804,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $792,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,930 | TotalTaxAmt |
| Distributable Before Adj | $24,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,850,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,850,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,850,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $493,030 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,034,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,527,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,850,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,825,992 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,353,548 | 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 | $4,353,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $493,030 | ExcessFromYear2Amt |
| Excess From Year1 | $1,034,526 | ExcessFromYear1Amt |
| Excess From Current Year | $2,825,992 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R LEWIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPY HOP PRODUCTIONS | |||||||
| 669 S WEST TEMPLE STREET | SALT LAKE CITY | UT | 84101 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| PROJECT 440 INC | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| THE ROOTS OF MUSIC | |||||||
| 2624 BURGUNDY STREET | NEW ORLEANS | LA | 70117 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| GRAND CANYON MUSIC FESTIVAL | |||||||
| PO BOX 1332 | GRAND CANYON | AZ | 86023 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| COMMUNITY MUSICWORKS | |||||||
| 1392 WESTMINSTER STREET | PROVIDENCE | RI | 02909 | NONE | PC | FUND MUSIC EDUCATION | $48,140 |
| MY VOICE MUSIC | |||||||
| PO BOX 28043 | PORTLAND | OR | 97228 | NONE | PC | FUND MUSIC EDUCATION | $213,303 |
| DAVID'S HARP FOUNDATION | |||||||
| 705 16TH STREET | SAN DIEGO | CA | 92101 | NONE | PC | FUND MUSIC EDUCATION | $125,000 |
| LUCK INC | |||||||
| 1420 WASHINGTON BLVD | DETROIT | MI | 48226 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| WE ARE CULTURE CREATORS | |||||||
| 4114 BAGLEY STREET | DETROIT | MI | 48209 | NONE | PC | FUND MUSIC EDUCATION | $40,000 |
| GRAND CANYON MUSIC FESTIVAL | |||||||
| PO BOX 1332 | GRAND CANYON | AZ | 86023 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| SPY HOP PRODUCTIONS | |||||||
| 669 S WEST TEMPLE STREET | SALT LAKE CITY | UT | 84101 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| PROJECT 440 INC | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| WE ARE CULTURE CREATORS | |||||||
| 4114 BAGLEY STREET | DETROIT | MI | 48209 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| THE ROOTS OF MUSIC | |||||||
| 2624 BURGUNDY STREET | NEW ORLEANS | LA | 70117 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| COMMUNITY MUSICWORKS | |||||||
| 1392 WESTMINSTER STREET | PROVIDENCE | RI | 02909 | NONE | PC | FUND MUSIC EDUCATION | $63,140 |
| PICO YOUTH & FAMILY CENTER | |||||||
| 715 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | FUND MUSIC EDUCATION | $5,000 |
| BEYOND THE BARS INC | |||||||
| 3500 LANCASTER AVE | PHILADELPHIA | PA | 19104 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| BEYOND THE NATURAL FOUNDATION INC | |||||||
| 7 FAIRVIEW AVE | CATONSVILLE | MD | 21228 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| CRESCENDO DETROIT | |||||||
| 18696 CHERRYLAWN STREET | DETROIT | MI | 48221 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| MEOW CARES INC | |||||||
| 104 MENDEL PARKWAY | MONTGOMERY | AL | 36117 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| MUSIC BEYOND MEASURE INC | |||||||
| 1 THE CRESCENT B1 | MONTCLAIR | NJ | 07042 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| REVIVAL OF CULTURAL ARTS | |||||||
| 1452 E MADISON STREET | BROWNSVILLE | TX | 78520 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| ST LOUIS STITCHERS ARTISTS COLLECTIVE | |||||||
| 616 N SKINKER BLVD | SAINT LOUIS | MO | 63130 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| SYLVESTER BROOME EMPOWERMENT VILLAGE | |||||||
| 4119 N SAGINAW STREET | FLINT | MI | 48505 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| ROADWORK INC | |||||||
| PO BOX 341134 | BETHESDA | MD | 20827 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET | MIAMI | FL | 33128 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| WHITE HALL ARTS ACADEMY FOUNDATION | |||||||
| 2812 W 54TH STREET | LOS ANGELES | CA | 90043 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| YOUTH EMPOWERMENT PROJECT | |||||||
| 1600 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| CENTER OF LIFE | |||||||
| 161 HAZELWOOD AVENUE | PITTSBURGH | PA | 15207 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| ENRICHING LIVES THROUGH MUSIC | |||||||
| 2955 KERNER BLVD | SAN RAFAEL | CA | 94901 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| HYDE SQUARE TASK FORCE INC | |||||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| MEMPHIS EQUITY THROUGH ARTS META INC | |||||||
| 198 DR MARTIN LUTHER KING JR AVENUE | MEMPHIS | TN | 38103 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| NEUTRAL ZONE | |||||||
| 310 E WASHINGTON STREET | ANN ARBOR | MI | 48104 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| NEW CITY KIDS INC | |||||||
| 240 FAIRMONT AVENUE | JERSEY CITY | NJ | 07306 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| PLAY ON PHILLY | |||||||
| 1520 LOCUST STREET | PHILADELPHIA | PA | 19102 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| SOULSVILLE FOUNDATION DBA STAX ACADEMY | |||||||
| 926 EAST MCLEMORE AVENUE | MEMPHIS | TN | 38106 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| CHOIR SCHOOL OF DELAWARE INC | |||||||
| 2013 N MARKET STREET | WILMINGTON | DE | 19802 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| FDNFOR ADVANCEMENT OF MUSIC & EDUCATION | |||||||
| 7100 QUISINBERRY WAY | BOWIE | MD | 20720 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| THE JESSYE NORMAN SCHOOL OF ARTS INC | |||||||
| 739 GREENE STREET | AUGUSTA | GA | 30901 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| YOUTH ON RECORD | |||||||
| 1301 W 10TH AVENUE | DENVER | CO | 80204 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| YOUTH RADIO | |||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| ZUMIX INC | |||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| RYSE INC | |||||||
| 205 41ST STREET | RICHMOND | CA | 94805 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| FP YOUTHOUTCRY FOUNDATION INC | |||||||
| THE HUBB ARTS TRAUMA CENTER | NEWARK | NJ | 07103 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| 317 MAIN ST COMMUNITY CENTER INC | |||||||
| 317 MAIN STREET | YARMOUTH | ME | 04096 | NONE | PC | FUND MUSIC EDUCATION | $50,000 |
| PICO YOUTH & FAMILY CENTER | |||||||
| 715 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | FUND MUSIC EDUCATION | $25,000 |
| NEW JERSEY PERFORMING ARTS CENTER | |||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | FUND MUSIC EDUCATION | $5,000 |
| PEACE NEIGHBORHOOD CENTER | |||||||
| 1111 N MAPLE ROAD | ANN ARBOR | MI | 48103 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| CONJUNTO HERITAGE TALLER | |||||||
| PO BOX 10447 | SAN ANTONIO | TX | 78210 | NONE | PC | FUND MUSIC EDUCATION | $5,000 |
| SANTA CECILIA ORCHESTRA | |||||||
| 2759 WEST BROADWAY | LOS ANGELES | CA | 90041 | NONE | PC | FUND MUSIC EDUCATION | $5,000 |
| RAINIER VALLEY CORP | |||||||
| 1225 S WELLER STREET | SEATTLE | WA | 98144 | NONE | PC | FUND MUSIC EDUCATION | $10,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | FUND MUSIC EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,029,583 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,533 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,874 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,874 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DANIEL R LEWIS | |||||||
| 1 | 4000 PONCE DE LEON BLVD SUITE 510 | CORAL GABLES | FL | 33146 | $350,000 | Yes (X) | |
| DANIEL R LEWIS | |||||||
| 2 | 4000 PONCE DE LEON BLVD SUITE 510 | CORAL GABLES | FL | 33146 | $3,580,285 | Yes (X) | Yes (X) |
| GLOBAL VILLAGE CHARITABLE TRUST | |||||||
| 3 | 4000 PONCE DE LEON BLVD SUITE 510 | CORAL GABLES | FL | 33146 | $2,000,000 | Yes (X) | |
| MIAMI INTERNATIONAL FESTIVAL INC | |||||||
| 4 | C/O ANCHIN 1375 BROADWAY | NEW YORK | NY | 10018 | $8,311 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 36,500 SHS PROGRESSIVE CORP OHIO COM | NoncashPropertyDesc |
| Fair Market Value | $3,580,285 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $43,500 | Amt |
| Net Investment Income | $21,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROGRESSIVE CORP OHIO COM | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,003,561 | BookValueAmt |
| EOYFMV | $4,003,561 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,719 | LegalFeesAmt |
| Net Investment Income | $1,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,859 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT & SUPPLIES | $542 | $0 | $542 |
| FILING FEES | $61 | $0 | $61 |
| PAYROLL FEES | $17,110 | $0 | $17,110 |
| WEBSITE DEVELOPMENT | $23,771 | $0 | $23,771 |
| MEALS & ENTERTAINMENT | $1,044 | $0 | $1,044 |
| INSURANCE | $2,319 | $0 | $2,319 |
| BANK FEES | $100 | $0 | $100 |
| POSTAGE | $11 | $0 | $11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED | Desc |
| Amt | $20,834 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SPEAKER FEE | $300 | $0 | $300 |
| FACILITATION | $7,000 | $0 | $7,000 |
| HONORARIUM | $34,310 | $0 | $34,310 |
| VIDEOGRAPHY & PHOTOGRAPHY | $27,904 | $0 | $27,904 |
| COMMUNICATIONS | $84,925 | $0 | $84,925 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $36,460 | $0 | $36,460 |
| EXCISE TAX | $30,000 | $0 | $0 |
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