STEVEN M LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STEVEN M LEWIS FAMILY FOUNDATION (EIN 26-1817130)
Tax period
2016-10-01 to 2017-09-30
Filed
2017-11-27
IRS object ID
201713319349100201
Schema version
2016v3.0
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)
Return2017-11-27T06:23:39-08:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-10-01TaxPeriodBeginDt

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
Signature2017-11-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE F BEPPELPreparerPersonNm
PTINP00294922PTIN
Phone8567959650PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$490,210FMVAssetsEOYAmt
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$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$54InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,923DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,923DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,923DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,317NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,317CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,210OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,210OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$3,210OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$19,504TotalRevAndExpnssAmt
Total Net Invst Incm$19,504TotalNetInvstIncmAmt
Total Adj Net Incm$16,187TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,975AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$246TaxesRevAndExpnssAmt
Taxes Net Invst Incm$246TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,221TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,221TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,321TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,221TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,817ExcessRevenueOverExpensesAmt
Net Investment Income$16,283NetInvestmentIncomeAmt
Adjusted Net Income$16,187AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,329SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,062SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,062SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$433,609OtherInvestmentsBOYAmt
Other Investments EOY$423,059OtherInvestmentsEOYAmt
Other Investments EOYFMV$486,148OtherInvestmentsEOYFMVAmt
Total Assets BOY$436,938TotalAssetsBOYAmt
Total Assets EOY$427,121TotalAssetsEOYAmt
Total Assets EOYFMV$490,210TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$436,938UnrestrictedBOYAmt
Unrestricted EOY$427,121UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$436,938TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$427,121TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$436,938TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$427,121TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$436,938TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,817ExcessRevenueOverExpensesAmt
Subtotal$427,121SubtotalAmt
Tot Net Ast Or Fund Balances EOY$427,121TotNetAstOrFundBalancesEOYAmt

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
937.207 GS ENHANCED DIVIDEND GLOBAL EQUITYP2011-05-182016-11-07$10,000$9,511$489$489
1692.047 GS ENHANCED DIVIDEND GLOBAL EQUITYP2011-05-182017-08-07$20,000$17,172$2,828$2,828
FieldValueIRS element (for citing)
Capital Gain Net Income$3,317CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,419AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$461,879NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05287DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,471AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$494,342NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04950DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,464AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$501,286NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04681DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,155AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$472,335NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04691DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,659AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$447,902NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05059DistributionYr5Rt
Total Distribution0.246673TotalDistributionRt
Average Distribution0.049335AverageDistributionRt
Net Vl Noncharitable Assets$477,848NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,575AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$163NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,738AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Subtotal$163SubtotalAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Tax Due$163TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
GEORGE F BEPPEL
76 E EUCLID AVE STE 200HADDONFIELDNJ08033Treasurer1.00$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$478,513AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,612AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$485,125TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$485,125AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,277CashDeemedCharitableAmt
Net Vl Noncharitable Assets$477,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$23,729DistributableBeforeAdjAmt
Distributable Before Ded$23,729DistributableBeforeDedAmt
Distributable As Adjusted$23,729DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,100ExpensesAndContributionsAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$163PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,937AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,729DistributableAsAdjustedAmt
Undistributed Income PY$22,756UndistributedIncomePYAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt
Applied To Year1$22,756AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,344AppliedToCurrentYearAmt
Undistributed Income CY$20,385UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/APROGRESSIVE DINNER$5,500
THE NOBILO FOUNDATION
9460 THURLOE PLACEORLANDOFL32827N/AGENERAL PURPOSE$5,500
ANNIKA FOUNDATION
9685 LAKE NONA VILLAGE PLACEORLANDOFL32827N/AGENERAL PURPOSES$1,200
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/ASTEVEN M LEWIS SCHOLARSHIP$5,000
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/A16TH ANNUAL GOLF EVENT$5,200
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/ABK FAMILY FUND$2,000
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126GENERAL PURPOSES$200
KATHLEEN ALAN OWENS SCHOLARSHIP FUN
1325 SUMNEYTOWN PIKEGWYNEDD VALLEYPA19437GENERAL PURPOSES$1,000
CHALLENGES CHILDRENS CHARITIES CORP
127 26TH STREETAVALONNJ08202GENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,923ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,317ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Exclusion14ExclusionCd
Exclusion$3,210ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,504ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,504TotalIncomeProducingActyAmt

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$2,975Amt
Net Investment Income$2,975NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS CORE FIXED INCOME FUNDAT COST$86,077$97,002
GS HIGH YIELD FUNDAT COST$22,589$21,520
GS REAL ESTATE SECURITIES FUNDAT COST$6,591$11,980
GS INTERNATIONAL REAL ESTATE SECURITIESAT COST$14,259$12,702
GS ENHANCED DIVIDEND GLOBAL EQUITYAT COST$293,543$342,944

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$3,210RevenueAndExpensesPerBooksAmt
Net Investment Income$3,210NetInvestmentIncomeAmt
Adjusted Net Income$3,210AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$246Amt
Net Investment Income$246NetInvestmentIncomeAmt

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