2018-10-05T11:16:08-05:00 2017-12-31 861065772 DELOITTE TAX LLP 2901 N CENTRAL AVE 1200 PHOENIX AZ 850122799 990PF 2017-01-01 860989236 TW LEWIS FOUNDATION TWLE 4808200807 850 W ELLIOT ROAD NO 101 TEMPE AZ 852841202 THOMAS W LEWIS CHAIRMAN 4808200807 2018-09-05 1 JESSICA A DUFF P00179255 6022345100 167.219.0.140 2018-10-04 15:50:23 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 087F5A5ADFC2EFE90E7FF2640A992124CC642B1C 2017 2018-06-14 16:35:46Z X 20243565 X X 643224 643224 709013 9299449 709013 1352237 1352237 0 0 0 0 0 2500 0 0 2500 36477 477 0 36000 7389 4739 0 0 1095 0 0 1095 2989 0 0 2989 50450 5216 0 42584 1904737 1904737 1955187 5216 0 1947321 -602950 1347021 0 71217 41245 41245 9651324 2235607 2235607 10566667 9822317 9822317 0 8144396 8144396 20289208 20243565 20243565 0 0 X 0 0 0 0 20289208 20243565 20289208 20243565 20289208 20243565 20289208 -602950 557307 20243565 0 20243565 MARKETABLE SECURITIES (ACCOUNT #87409) P 4173333 4064247 109086 109086 MARKETABLE SECURITIES (ACCOUNT #87409) P 4627934 4082879 545055 545055 MARKETABLE SECURITIES (ACCOUNT #87409) P 486606 469709 16897 16897 MARKETABLE SECURITIES (ACCOUNT #28979) P 11493 11459 34 34 MARKETABLE SECURITIES (ACCOUNT #87409) P 83 83 83 DISALLOWED WASH SALE LOSSES P 5217 5217 CAPITAL GAIN DISTRIBUTIONS (ACCOUNT #87409) P 823 823 CAPITAL GAIN DISTRIBUTIONS (ACCOUNT #28979) P 31818 31818 709013 141844 0 1017549 19883617 0.051175 1074168 19266981 0.055752 1271091 19378724 0.065592 1003548 17852478 0.056213 521329 16129622 0.032321 0.261053 0.052211 19964230 1042352 13470 1055822 1947321 X 13470 0 13470 0 13470 14992 0 0 14992 0 1522 1522 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 WWW.TWLEWISFOUNDATION.COM THOMAS W LEWIS 4808200807 850 W ELLIOT ROAD STE 101 TEMPE AZ 852841202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS W LEWIS SR 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR/CHAIRMAN 2.00 0 0 0 JANET R LEWIS 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR/VICE CHAIRMAN 1.00 0 0 0 THOMAS W LEWIS JR 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR/VICE PRESIDENT 0.50 0 0 0 ALAN PERIL 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR/SECRETARY/TREAS 2.00 0 0 0 AL MUELLER 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR 1.00 0 0 0 PATRICK ADLER 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR 8.00 0 0 0 SONDRI ALLISON 850 W ELLIOT RD STE 101 TEMPE AZ 85284 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE T.W. LEWIS FOUNDATION MAKES NO PROGRAM RELATED INVESTMENTS. NO DIRECT CHARITABLE ACTIVITIES ARE CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATIVE EXPENSES INCURRED IN CONNECTION WITH OUR TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCATED TO THE INVESTMENT ACTIVITIES OF THE FOUNDATION. 0 0 17453219 2815035 0 20268254 0 0 20268254 304024 19964230 998212 998212 13470 13470 984742 0 984742 0 984742 1947321 0 1947321 13470 1933851 984742 0 0 133552 317331 131323 37786 619992 1947321 0 0 0 984742 962579 0 0 1582571 0 0 0 0 0 0 0 1582571 133552 317331 131323 37786 962579 THOMAS W LEWIS SR JANET R LEWIS CHARITABLE COMMITTEE CO TW LEWIS CO 850 W ELLIOTT ROAD SUITE 101 TEMPE AZ 85284 4808200807 APPLICATION MAY BE SUBMITTED IN ANY FORM. APPLICATIONS SHOULD INCLUDE INFORMATION THE APPLICANTS DEEM APPROPRIATE FOR SUCH GRANTS, CONTRIBUTIONS, ETC. NONE AWARDS ARE RESTRICTED TO 501(C)(3) ORGANIZATIONS THAT PROVIDE PROGRAMS AND ACTIVITIES WHICH IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN NEED, WITH A SPECIAL FOCUS ON THE NEEDS AND EDUCATION OF CHILDREN. AID TO ADOPTION OF SPECIAL KIDS 2320 NORTH 20TH STREET PHOENIX AZ 85006 NONE PC GENERAL PURPOSE 24836 AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PC GENERAL PURPOSE 25000 ARIZONA FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 34466 PHOENIX AZ 85067 NONE PC GENERAL PURPOSE 55000 ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION 1645 E MISSOURI AVE SUITE 450 PHOENIX AZ 85016 NONE PC GENERAL PURPOSE 30000 ARIZONA HELPING HANDS 7850 E GELDING DR 500 SCOTTSDALE AZ 85260 NONE PC GENERAL PURPOSE 35000 ARIZONA KIDNEY FOUNDATION 4203 E INDIAN SCHOOL RD SUITE 140 PHOENIX AZ 85018 NONE PC GENERAL PURPOSE 1000 ARIZONA SPORTS FOUNDATION 7135 E CAMELBACK RD SUITE 190 SCOTTSDALE AZ 85251 NONE PC GENERAL PURPOSE 2500 ASU FOUNDATION - PRESIDENTS CLUB PO BOX 2260 TEMPE AZ 85280 NONE PC GENERAL PURPOSE 7069 ASU FOUNDATION 555 N CENTRAL AVE SUITE 500 PHOENIX AZ 85004 NONE PC GENERAL PURPOSE 1000 ASU FOUNDATION - BARRETT THE HONORS COLLEGE PO BOX 871612 TEMPE AZ 85287 NONE PC GENERAL PURPOSE 250000 ASU FOUNDATION - WOMEN AND PHILANTHROPY PO BOX 2260 TEMPE AZ 85280 NONE PC GENERAL PURPOSE 2500 ARIZONA BALLET 2835 E WASHINGTON ST PHOENIX AZ 85034 NONE PC GENERAL PURPOSE 11000 BANNER MD ANDERSON CANCER CENTER PO BOX 4467 HOUSTON TX 77210 NONE PC GENERAL PURPOSE 300000 BARROW NEUROLOGICAL FOUNDATION - THE WOMEN'S BOARD OF BNF 5434 E LINCOLN DR 56 PARADISE VALLEY AZ 85253 NONE PC GENERAL PURPOSE 302617 BE A LEADER FOUNDATION 6850 N CENTRAL AVE PHOENIX AZ 85012 NONE PC GENERAL PURPOSE 25000 BIG BROTHERS BIG SISTERS OF CENTRAL AZ 4745 N 7TH STREET SUITE 210 PHOENIX AZ 85014 NONE PC GENERAL PURPOSE 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL PURPOSE 50000 CHILDREN'S MUSEUM OF PHOENIX 215 N 7TH STREET PHOENIX AZ 85034 NONE PC WIC PROGRAM 10000 CHRISTIAN FAMILY CARE 3603 N 7TH AVENUE PHOENIX AZ 85013 NONE PC GENERAL PURPOSE 50000 DESERT BOTANICAL GARDENS 1201 N GALVIN PARKWAY PHOENIX AZ 85008 NONE PC GENERAL PURPOSE 20000 FLORENCE CRITTENTON OF ARIZONA 715 W MARIPOSA STREET PHOENIX AZ 85013 NONE PC GENERAL PURPOSE 10000 FRESH START 1130 E MCDOWELL RD PHOENIX AZ 85006 NONE PC GENERAL PURPOSE 13500 FIRST TEE OF PHOENIX 3837 E WIER AVE SUITE 7 PHOENIX AZ 85040 NONE PC GENERAL PURPOSE 30500 FRIENDS OF PUBLIC RADIO ARIZONA 2323 W 14TH ST TEMPE AZ 85281 NONE PC GENERAL PURPOSE 5000 GIRL SCOUTS- GSACP 119 E CORONADO ROAD PHOENIX AZ 85004 NONE PC GENERAL PURPOSE 25000 HEALTHNETWORK FOUNDATION 33 RIVER STREET CHAGRIN FALLS OH 44022 NONE PC GENERAL PURPOSE 1000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL PURPOSE 25000 HISTORICAL LEAGUE 5070 NORTH 40TH STREET SUITE 210 PHOENIX AZ 85018 NONE PC GENERAL PURPOSE 1500 HOMELESS YOUTH CONNECTION 500 N BULLARD AVE SUITE 28 GOODYEAR AZ 85338 NONE PC GENERAL PURPOSE 10000 INDIGO FOUNDATION 7960 NIWOT RD SUITE B-9 NIWOT CO 80503 NONE PC GENERAL PURPOSE 37500 JEWISH FAMILY & CHILDREN SERVICES 4747 N 7TH ST 100 PHOENIX AZ 85014 NONE PC GENERAL PURPOSE 60000 JOE FOSS INSTITUTE 8925 E PIMA CENTER PARKWAY STE 100 SCOTTSDALE AZ 85258 NONE PC GENERAL PURPOSE 25000 MARICOPA HEALTH FOUNDATION 2910 E CAMELBACK ROAD SUITE 180 PHOENIX AZ 85016 NONE PC GENERAL PURPOSE 5000 MUSEUM OF THE BIBLE 7507 SW 44TH STREET OKLAHOMA CITY OK 73179 NONE PC GENERAL PURPOSE 250000 PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC GENERAL PURPOSE 22615 PHOENIX ART MUSEUM 1625 N CENTRAL AVE PHOENIX AZ 85004 NONE PC GENERAL PURPOSE 15350 PHOENIX CHILDREN'S HOSPITAL 4520 N CENTRAL AVE SUITE 600 PHOENIX AZ 85012 NONE PC GENERAL PURPOSE 300 PHOENIX RESCUE MISSION PO BOX 6708 PHOENIX AZ 85005 NONE PC GENERAL PURPOSE 200 POSITIVE COACHING ALLIANCE 1001 N RENGSTORFF AV100 MOUNTAIN VIEW CA 94043 NONE PC GENERAL PURPOSE 50000 ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 85002 NONE PC GENERAL PURPOSE 76000 THE UNIVERSITY OF ARIZONA FOUNDATION - STEELE CHILDREN'S RESEARCH CENTER (P 4455 E CAMELBACK RD PHOENIX AZ 80518 NONE PC GENERAL PURPOSE 5000 TGEN FOUNDATION 445 N 5TH STREET 120 PHOENIX AZ 85004 NONE PC GENERAL PURPOSE 2500 TRENDS CHARITABLE FUND 4400 N SCOTTSDALE RD SCOTTSDALE AZ 85251 NONE PC GENERAL PURPOSE 1000 WINGS FOR WARRIORS PO BOX 93811 PHOENIX AZ 85070 NONE PC GENERAL PURPOSE 250 YOUNG LIFE ARIZONA 1130 E MISSOURI AVE SUITE 404 PHOENIX AZ 85014 NONE PC GENERAL PURPOSE 25000 1904737 0 14 643224 18 709013 0 1352237 0 1352237 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 0 0 2500 HIGH-YIELD CORP FUND ADM 2017061 2017061 INTER-TERM INVEST-GR ADM 2019690 2019690 LONG-TERM INVEST-GR ADM 2109521 2109521 SHORT-TERM INVEST-GR ADM 1998124 1998124 ALTRIA GROUP INC 285640 285640 AT&T INC 104976 104976 AVALONBAY COMMNTYS INC 249774 249774 BCE INC NEW 249652 249652 BHP BILLITON LIMITED SPONSORED ADR 294336 294336 BOSTON PROPERTIES INC 260060 260060 BP PLC SPONSORED ADR 332037 332037 BRISTOL MYERS SQUIBB 257376 257376 CELGENE CORP 156540 156540 CHEVRON CORP 287937 287937 CISCO SYSTEMS INC 306400 306400 COMPASS MNRLS INTL INC 281775 281775 CROWN CASTLE INTL CORP NEW 244222 244222 DOMINION RESOURCES INC VA NEW 259392 259392 DUKE ENERGY CORP NEW 235508 235508 ELI LILLY & COMPANY 261826 261826 EMERSON ELECTRIC COMPANY 285729 285729 EXXON MOBIL CORP 50184 50184 KIMBERLY CLARK CORP 289584 289584 MERCK & COMPANY INC NEW 101286 101286 MICROSOFT CORP 265174 265174 NEXTERA ENERGY INC 265523 265523 PEPSICO INC 263824 263824 PFIZER INC 264406 264406 PHILIP MORRIS INTL INC 232430 232430 PINNACLE WEST CAP CORP 238504 238504 PROCTOR & GAMBLE COMPANY 275640 275640 ROYAL DUTCH SHELL PLC SPONSORED ADR 273160 273160 SIMON PROPERTY GROUP INC NEW 51522 51522 UNILEVER PLC SPONSORED ADR NEW 276700 276700 UNITED PARCEL SERVICE 274045 274045 UNITED TECHNOLOGIES CORP 318925 318925 VERIZON COMMUNICATIONS INC 317580 317580 WAL-MART STORES INC 276500 276500 GENERAL MILLS INC 284592 284592 GENUINE PARTS COMPANY 285030 285030 INTEL CORP 286192 286192 QUALCOMM INC 275286 275286 VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 303050 303050 DUES AND SUBSCRIPTIONS 2989 0 0 2989 UNREALIZED GAINS 557307 EIG CONSULTING FEES 36000 0 0 36000 BANK FEES 477 477 0 0 EXCISE TAX 2650 0 0 0 FOREIGN TAXES 4739 4739 0 0