GEORGE LEWIS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GEORGE LEWIS FOUNDATION (EIN 41-2072688)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-28
IRS object ID
202522099349100427
Schema version
2024v5.2
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)
Return2025-07-28T14:36:13-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810390489PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Boyle Deveny & Meyer PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1305 South 4th East Suite 200AddressLine1Txt
CityMissoulaCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412072688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGE LEWIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone4067217772PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 WEST SPRUCE STAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIRBY S CHRISTIANPersonNm
Person TitleDirectorPersonTitleTxt
Signature2025-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA TWOHIG CPAPreparerPersonNm
PTINP00542354PTIN
Phone4067213555PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$935,905FMVAssetsEOYAmt
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$222InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$222InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$222InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$37,911DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,911DividendsNetInvstIncmAmt
Dividends Adj Net Incm$37,911DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$845NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$845CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,978TotalRevAndExpnssAmt
Total Net Invst Incm$38,978TotalNetInvstIncmAmt
Total Adj Net Incm$38,133TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$544OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$544OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$186TaxesRevAndExpnssAmt
Taxes Net Invst Incm$186TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,430TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$730TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$730TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,452ExcessRevenueOverExpensesAmt
Net Investment Income$38,248NetInvestmentIncomeAmt
Adjusted Net Income$38,133AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$980,118SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,641SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,641SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$938,025CorporateStockEOYAmt
Corporate Stock EOYFMV$921,264CorporateStockEOYFMVAmt
Total Assets BOY$980,118TotalAssetsBOYAmt
Total Assets EOY$952,666TotalAssetsEOYAmt
Total Assets EOYFMV$935,905TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$980,118CapitalStockBOYAmt
Capital Stock EOY$952,666CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$980,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$952,666TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$980,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$952,666TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$980,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,452ExcessRevenueOverExpensesAmt
Subtotal$952,666SubtotalAmt
Tot Net Ast Or Fund Balances EOY$952,666TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
19 NESTLE SPON ADRP2024-09-162024-11-06$1,728$1,950-$222-$222
Capital Gain Dividends$1,067
FieldValueIRS element (for citing)
Capital Gain Net Income$845CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$222NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$532InvestmentIncomeExciseTaxAmt
Subtotal$532SubtotalAmt
Tax Based On Investment Income$532TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$532TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
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 Line1KIRBY CHRISTIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4067217772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 WEST SPRUCE STAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59802ZIPCd
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
GEORGE LEWIS
PO BOX 8479MISSOULAMT59807Director0.10$0
KIRBY S CHRISTIAN
PO BOX 8479MISSOULAMT59807Director0.10$0
KEN HUTCHERSON
PO BOX 8479MISSOULAMT59807Director0.10$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$460,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$225,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$686,549TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$686,549AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$676,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$532TaxBasedOnInvestmentIncomeAmt
Total Tax$532TotalTaxAmt
Distributable Before Adj$33,281DistributableBeforeAdjAmt
Distributable Before Ded$33,281DistributableBeforeDedAmt
Distributable As Adjusted$33,281DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,281DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,328ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,182ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,197ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$664ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$23,371TotalExcessDistributionCyovAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,281AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,719RemainingDistriFromCorpusAmt
Total Corpus$55,090TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,328ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$49,762ExcessDistriCyovToNextYrAmt
Excess From Year4$5,182ExcessFromYear4Amt
Excess From Year3$12,197ExcessFromYear3Amt
Excess From Year2$664ExcessFromYear2Amt
Excess From Current Year$31,719ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE LEWISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonTHE GEORGE LEWIS INTERNATIONAL FNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1310 W SPRUCE STAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59802ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipAFFILIATERecipientRelationshipTxt
Recipient Foundation StatusPOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATIONSGrantOrContributionPurposeTxt
Amt$65,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,911ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$845ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$38,978ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,978TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 6560$333,725$333,725
MORGAN STANELY 7686$604,300$587,539

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$544Amt
Net Investment Income$544NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$186Amt
Net Investment Income$186NetInvestmentIncomeAmt

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