STEVEN M LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STEVEN M LEWIS FAMILY FOUNDATION (EIN 26-1817130)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-06-07
IRS object ID
202111589349100171
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2021-06-07T08:04:21-07:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222569347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ragone Lacatena Fairchild Beppel PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line176 Euclid Avenue Suite 200AddressLine1Txt
CityHaddonfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261817130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN M LEWIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone6102774200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11780 SWEDE ROADAddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN M LEWISPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-06-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE F BEPPELPreparerPersonNm
PTINP00294922PTIN
Phone8567959650PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$468,679FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$64InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$64InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,425DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,425DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,425DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,186CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,790OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,790OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$8,790OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$22,465TotalRevAndExpnssAmt
Total Net Invst Incm$22,465TotalNetInvstIncmAmt
Total Adj Net Incm$21,279TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$194TaxesRevAndExpnssAmt
Taxes Net Invst Incm$194TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,694TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,694TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,479ExcessRevenueOverExpensesAmt
Net Investment Income$17,771NetInvestmentIncomeAmt
Adjusted Net Income$21,279AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,637SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,757SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$423,441OtherInvestmentsBOYAmt
Other Investments EOY$412,844OtherInvestmentsEOYAmt
Other Investments EOYFMV$460,922OtherInvestmentsEOYFMVAmt
Other Assets BOY$2OtherAssetsBOYAmt
Total Assets BOY$426,080TotalAssetsBOYAmt
Total Assets EOY$420,601TotalAssetsEOYAmt
Total Assets EOYFMV$468,679TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$426,080NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$426,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$420,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$426,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$420,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$426,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,479ExcessRevenueOverExpensesAmt
Subtotal$420,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$420,601TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GS CORE FIXED INCOME FUND CLASS PP2001-01-012020-01-22$3,000$2,968$32$32
GS CORE FIXED INCOME FUND CLASS PP2001-01-012020-08-18$13,000$11,924$1,076$1,076
818.331 GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFP2017-10-202019-11-18$10,000$9,951$49$49
GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFP2017-10-202020-01-22$7,000$6,971$29$29
FieldValueIRS element (for citing)
Capital Gain Net Income$1,186CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,928AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$468,140NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,386AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$490,545NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04156DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,937AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$477,848NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,419AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$461,879NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05287DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,471AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$494,342NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04950DistributionYr5Rt
Total Distribution0.249321TotalDistributionRt
Average Distribution0.049864AverageDistributionRt
Net Vl Noncharitable Assets$461,332NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,004AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$178NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$178InvestmentIncomeExciseTaxAmt
Subtotal$178SubtotalAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Tax Due$178TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN M LEWISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6102774200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11780 SWEDE ROADAddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEVEN M LEWIS
1780 SWEDE ROADBLUE BELLPA19422President1.00$0
ANNE MARIE LEWIS
1780 SWEDE ROADBLUE BELLPA19422Secretary1.00$0
MICHAEL KADELSKI
1780 SWEDE ROADBLUE BELLPA19422Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$459,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$468,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$468,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,025CashDeemedCharitableAmt
Net Vl Noncharitable Assets$461,332NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Total Tax$178TotalTaxAmt
Distributable Before Adj$22,889DistributableBeforeAdjAmt
Distributable Before Ded$22,889DistributableBeforeDedAmt
Distributable As Adjusted$22,889DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,250ExpensesAndContributionsAmt
Qualifying Distributions$23,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$178PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,072AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,889DistributableAsAdjustedAmt
Undistributed Income PY$23,228UndistributedIncomePYAmt
Qualifying Distributions$23,250QualifyingDistributionsAmt
Applied To Year1$23,228AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22AppliedToCurrentYearAmt
Undistributed Income CY$22,867UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M LEWISContributingManagerNm
Contributing ManagerANNE MARIE LEWISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/AGENERAL PURPOSES$1,000
THE NOBILO FOUNDATION
9460 THURLOE PLACEORLANDOFL32827N/AGOLF TOURNAMENTSPONSOR.$5,000
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/ASTEVEN M. LEWIS LEGACY SCHOLARSHIP FUND$5,000
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126GENERAL PURPOSES$7,250
NOBILIO FOUNDATION
9460 THURLOE PLACEORLANDOFL32827N/AGENERAL PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,425ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,186ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Exclusion14ExclusionCd
Exclusion$8,790ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,465ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,465TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS CORE FIXED INCOME FUNDAT COST$68,948$85,956
GS HIGH YIELD FUNDAT COST$26,245$23,701
GS ENHANCED DIVIDEND GLOBAL EQUITYAT COST$317,651$351,265

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$8,790RevenueAndExpensesPerBooksAmt
Net Investment Income$8,790NetInvestmentIncomeAmt
Adjusted Net Income$8,790AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$179$179
STATE TAXES$15$15

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