LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY FOUNDATION (EIN 68-0593113)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201923109349100832
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T13:35:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472958500 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLARIS ADVISORY SERVICES | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680593113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 7753316900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 GREG STREET SUITE 231 | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS FAMILY ADVISORS LLC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7753316900 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MANSFIELD | PreparerPersonNm |
| PTIN | P01707424 | PTIN |
| Phone | 7022627338 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.51.177.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 09:15:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ACAB46D58ABC49FB1DAE986E295EE5157703B14E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ED2D76EC96834FE59FF3F0C43B7C0E140C30C313 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,059 | 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 | $565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $565 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $648 | 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 | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,720 | CashBOYAmt |
| Cash EOY | $968 | CashEOYAmt |
| Cash EOYFMV | $968 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,091 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $42,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $42,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC 2.375% 11/27/18 | P | 2018-01-25 | 2018-11-27 | $1,000 | $1,000 | $0 | $0 |
| APPLE INC 1.000% 5/03/18 | P | 2017-06-09 | 2018-05-03 | $1,000 | $997 | $3 | $3 |
| BANK OF AMERICA CORP 2.000% 1/11/18 | P | 2017-03-16 | 2018-01-11 | $1,000 | $1,000 | $0 | $0 |
| BERKSHIRE HATHAWAY 5.400% 5/15/18 | P | 2017-06-09 | 2018-05-15 | $1,000 | $1,000 | $0 | $0 |
| VR7 CALIFORNIA ST MU 1.200% 2/01/46 | P | 2017-10-24 | 2018-07-27 | $1,000 | $1,000 | $0 | $0 |
| CATERPILLAR FINANCIA 1.300% 3/01/18 | P | 2017-05-15 | 2018-03-01 | $1,000 | $999 | $1 | $1 |
| COCA-COLA CO/THE 1.150% 4/01/18 | P | 2017-06-09 | 2018-04-01 | $1,000 | $999 | $1 | $1 |
| CREDIT SUISSE NEW YO 1.750% 1/29/18 | P | 2017-05-15 | 2018-01-29 | $1,000 | $1,000 | $0 | $0 |
| DOVER CORP 5.450% 3/15/18 | P | 2017-06-09 | 2018-03-15 | $1,000 | $1,000 | $0 | $0 |
| EXXON MOBIL CORPORAT 1.439% 3/01/18 | P | 2017-05-23 | 2018-03-01 | $1,000 | $1,000 | $0 | $0 |
| FLORIDA POWER CORP 5.650% 6/15/18 | P | 2017-12-12 | 2018-06-15 | $2,000 | $2,000 | $0 | $0 |
| GOLDMAN SACHS GROUP 6.150% 4/01/18 | P | 2017-10-26 | 2018-04-01 | $1,000 | $1,000 | $0 | $0 |
| HUNTINGTON NATIONAL 2.200% 11/06/18 | P | 2017-11-09 | 2018-11-06 | $1,000 | $1,000 | $0 | $0 |
| JP MORGAN CHASE & CO 6.000% 1/15/18 | P | 2017-03-16 | 2018-01-15 | $1,000 | $1,000 | $0 | $0 |
| VR JP MORGAN CHASE 1.31067% 9/21/18 | P | 2018-04-10 | 2018-08-21 | $1,000 | $1,000 | $0 | $0 |
| KEY BANK NA 1.700% 6/01/18 | P | 2017-06-15 | 2018-06-01 | $1,000 | $1,000 | $0 | $0 |
| MCDONALD'S CORP 5.350% 3/01/18 | P | 2017-12-14 | 2018-03-01 | $1,000 | $1,000 | $0 | $0 |
| MEDTRONIC INC 1.375% 4/01/18 | P | 2017-05-10 | 2018-04-01 | $1,000 | $1,000 | $0 | $0 |
| MEDTRONIC INC 1.500% 3/15/18 | P | 2017-06-09 | 2018-03-15 | $1,000 | $1,000 | $0 | $0 |
| P/P NBCUNIVERSAL ENT 1.974% 4/15/19 | P | 2018-04-10 | 2018-04-12 | $994 | $994 | $0 | $0 |
| PNC BANK NA 1.600% 6/01/18 | P | 2017-12-14 | 2018-06-01 | $1,000 | $999 | $1 | $1 |
| PACCAR FINANCIAL COR 1.450% 3/09/18 | P | 2017-06-07 | 2018-03-09 | $1,000 | $1,000 | $0 | $0 |
| PRECISION CASTPARTS 1.250% 1/15/18 | P | 2017-02-27 | 2018-01-15 | $1,000 | $1,000 | $0 | $0 |
| TOYOTA MOTOR CREDIT 1.450% 1/12/18 | P | 2017-02-23 | 2018-01-12 | $1,000 | $1,000 | $0 | $0 |
| UBS AG STAMFORD CT 5.750% 4/25/18 | P | 2017-06-28 | 2018-04-25 | $1,000 | $1,000 | $0 | $0 |
| UNITED PARCEL SERVIC 5.500% 1/15/18 | P | 2017-05-17 | 2018-01-15 | $1,000 | $1,000 | $0 | $0 |
| US TREASURY NOTE 3.750% 11/15/18 | P | 2018-06-21 | 2018-11-15 | $2,000 | $2,000 | $0 | $0 |
| US TREASURY NOTE 1.250% 12/15/18 | P | 2018-01-25 | 2018-12-15 | $1,000 | $995 | $5 | $5 |
| US TREASURY NOTE 1.750% 10/31/18 | P | 2018-06-21 | 2018-10-31 | $2,000 | $1,998 | $2 | $2 |
| VR UNITED TECHNOLOGI 1.778% 5/04/18 | P | 2017-07-18 | 2018-05-04 | $1,000 | $1,000 | $0 | $0 |
| UNITEDHEALTH GROUP 1.900% 7/16/18 | P | 2018-01-17 | 2018-07-16 | $1,000 | $1,000 | $0 | $0 |
| VR7 UNIV OF CALIFORN 0.830% 5/15/48 | P | 2017-09-18 | 2018-09-04 | $1,000 | $1,000 | $0 | $0 |
| WAL-MART STORES INC 1.125% 4/11/18 | P | 2017-05-01 | 2018-04-11 | $1,000 | $999 | $1 | $1 |
| WISCONSIN PUBLIC SER 1.650% 12/04/18 | P | 2018-01-25 | 2018-12-04 | $1,000 | $997 | $3 | $3 |
| VR7 BAY AREA CA TOLL 0.880% 4/01/47 | P | 2017-11-20 | 2018-11-26 | $2,000 | $2,000 | $0 | $0 |
| DANAHER CORP 1.650% 9/15/18 | P | 2017-07-20 | 2018-09-15 | $1,000 | $1,000 | $0 | $0 |
| E.I. DU PONT DE NEMO 6.000% 7/15/18 | P | 2017-06-20 | 2018-07-15 | $1,000 | $1,000 | $0 | $0 |
| FIFTH THIRD BANCORP 1.450% 2/28/18 | P | 2017-02-23 | 2018-02-28 | $1,000 | $1,000 | $0 | $0 |
| HERSHEY COMPANY 1.600% 8/21/18 | P | 2017-07-20 | 2018-08-21 | $1,000 | $1,000 | $0 | $0 |
| TORONTO-DOMINION BAN 1.400% 4/30/18 | P | 2017-04-24 | 2018-04-30 | $1,000 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,209 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000187 | DistributionYr5Rt |
| Total Distribution | 0.253338 | TotalDistributionRt |
| Average Distribution | 0.050668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,397 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,098 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4 | TaxDueAmt |
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 ADVISORS LLC | IndividualWithBooksNm |
| Phone | 7753316900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 GREG STREET SUITE 231 | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89431 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEWIS FAMILY ADVISORS LLC | ||||||||
| 1380 GREG STREET SUITE 231 | SPARKS | NV | 89431 | TRUSTEE - 04/02/18 - 12/31/18 | 0.50 | $0 | $0 | $0 |
| RICHARD A LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE - 01/01/18 - 04/01/18 | 0.00 | $0 | $0 | $0 |
| ROBERT E LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE - 01/01/18 - 04/01/18 | 0.00 | $0 | $0 | $0 |
| ROGER G LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE - 01/01/18 - 04/01/18 | 0.00 | $0 | $0 | $0 |
| RANDALL W LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE - 01/01/18 - 04/01/18 | 0.50 | $0 | $0 | $0 |
| 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 | $38,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $2,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $363 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $444 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,969 | 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 | $2,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $363 | ExcessFromYear4Amt |
| Excess From Year3 | $470 | ExcessFromYear3Amt |
| Excess From Year2 | $816 | ExcessFromYear2Amt |
| Excess From Year1 | $876 | ExcessFromYear1Amt |
| Excess From Current Year | $444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAN ANTONIO HEALTHY COMMUNITIES INSTITUTE | ||||||
| 999 SAN BERNARDINO ROAD | UPLAND | CA | 91786 | PC | TO PROMOTE HEALTHIER COMMUNITIES ACROSS THE INLAND EMPIRE. | $500 |
| RANCHO CUCAMONGA LIBRARY FOUNDATION | ||||||
| 10500 CIVIC CENTER DRIVE | RANCHO CUCAMONGA | CA | 91730 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITITES. | $500 |
| CAL POLY POMONA FOUNDATION | ||||||
| 3801 WEST TEMPLE AVENUE | POMONA | CA | 91768 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITITES. | $500 |
| RANCHO CUCAMONG COMMUNITY & ARTS FOUNDATION | ||||||
| PO BOX 807 | RANCHO CUCAMONGA | CA | 91729 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITIES. | $500 |
| CHINO VALLEY UNIFIED SCHOOL DISTRICT | ||||||
| 5130 RIVERSIDE DRIVE | CHINO | CA | 91710 | PC | TO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITITES. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500 | 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 | $565 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $648 | 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 | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | 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 | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Comments