T W LEWIS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- T W LEWIS FOUNDATION (EIN 86-0989236)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201633139349100213
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T09:47:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860292783 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN RIFE & JUTZI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4531 N 16TH ST STE 103 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850165344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860989236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TW LEWIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWLE | BusinessNameControlTxt |
| Phone | 4808200807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 W ELLIOT ROAD RM/STE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852841202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W LEWIS | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 4808200807 | PhoneNum |
| Signature | 2016-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES V FISCHETTICPA | PreparerPersonNm |
| PTIN | P00106375 | PTIN |
| Phone | 6022639000 | PhoneNum |
| Preparation | 2016-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,119,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $510,110 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $609,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $421,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,415,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $421,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,541,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,031,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,123 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,123 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $30,458 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,572 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $907,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,111,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,084,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $430,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,025,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,727 | CashBOYAmt |
| Cash EOY | $32,107 | CashEOYAmt |
| Cash EOYFMV | $32,107 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $354,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $9,616,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,616,281 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $9,116,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,116,638 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,289,684 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $19,426,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,119,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,119,442 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $582 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,129 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,129 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,425,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,118,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,425,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,118,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,426,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,119,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,425,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $430,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,855,922 | SubtotalAmt |
| Other Decreases | $737,609 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,118,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGUARD (DETAIL ATTACHED) | P | $3,443,537 | $3,202,902 | $240,635 | $240,635 | ||
| VANGUARD (DETAIL ATTACHED) | P | $1,607,284 | $1,444,582 | $162,702 | $162,702 | ||
| VANGUARD (DETAIL ATTACHED) | P | $1,264,046 | $1,266,448 | -$2,402 | -$2,402 | ||
| VANGUARD HIGH YIELD CORP | P | $101,898 | $103,109 | -$1,211 | -$1,211 | 2015-05-26 | |
| VANGUARD LONG TERM INVEST GR | P | $749,315 | $766,033 | -$16,718 | -$16,718 | 2015-05-26 | |
| VANGUARD HIGH YIELD CORP | P | $698,750 | $707,055 | -$8,305 | -$8,305 | 2015-05-26 | |
| VANGUARD INTER-TERM INVEST | P | $399,478 | $400,158 | -$680 | -$680 | 2015-05-26 | 2014-02-03 |
| VANGUARD INTER-TERM INVST | P | $100,522 | $103,750 | -$3,228 | -$3,228 | 2015-05-26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $421,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,636 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,271,091 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,378,724 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,003,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,852,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056213 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $521,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,129,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032321 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $442,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,866,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027882 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $605,010 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,307,053 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039525 | DistributionYr5Rt |
| Total Distribution | 0.221533 | TotalDistributionRt |
| Average Distribution | 0.044307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,266,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $853,662 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $863,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,084,420 | 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 | $10,252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,252 | SubtotalAmt |
| Tax Based On Investment Income | $10,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,803 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,803 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,551 | OverpaymentAmt |
| Applied To ES Tax | $9,551 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TWLEWISFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | THOMAS W LEWIS | IndividualWithBooksNm |
| Phone | 4808200807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 W ELLIOT ROAD STE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852841202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W LEWIS | ||||||||
| 5751 N YUCCA RD | PARADISE VALLEY | AZ | 85253 | PRES/TREAS | 2.00 | $0 | $0 | $0 |
| JANET R LEWIS | ||||||||
| 5751 N YUCCA RD | PARADISE VALLEY | AZ | 85253 | V PRES/SECR | 1.00 | $0 | $0 | $0 |
| THOMAS W LEWIS JR | ||||||||
| 5751 N YUCCA RD | PARADISE VALLEY | AZ | 85253 | DIR | 0.50 | $0 | $0 | $0 |
| STEPHANIE PARRA | ||||||||
| 850 W ELLIOT RD SUITE 101 | TEMPE | AZ | 85284 | EXEC DIR | 40.00 | $52,250 | $11,373 | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,283,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,560,387 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,560,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,266,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $963,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $963,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,252 | TotalTaxAmt |
| Distributable Before Adj | $953,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $953,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $953,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,084,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,084,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,074,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $953,097 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $133,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $317,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $450,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,084,420 | QualifyingDistributionsAmt |
| Applied To Current Year | $953,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $582,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $582,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $133,552 | ExcessFromYear2Amt |
| Excess From Year1 | $317,331 | ExcessFromYear1Amt |
| Excess From Current Year | $131,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS W LEWIS | ContributingManagerNm |
| Contributing Manager | JANET R LEWIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARITABLE COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TW LEWIS CO | AddressLine1Txt |
| Address Line2 | 850 W ELLIOT ROAD STE 101 | AddressLine2Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4808200807 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MAY BE SUBMITTED IN ANY FORM. APPLICATIONS SHOULD INCLUDE INFORMATION THE APPLICANTS DEEM APPROPRIATE FOR SUCH GRANTS, CONTRIBUTIONS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | MISCELLANEOUS | GrantOrContributionPurposeTxt |
| Amt | $907,010 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,010 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $421,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,031,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,031,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THOMAS W LEWIS | ||||||
| 1 | 5751 N YUCCA ROAD | PARADISE VALLEY | AZ | 85253 | $255,055 | Yes (X) |
| JANET R LEWIS | ||||||
| 2 | 5751 N YUCCA ROAD | PARADISE VALLEY | AZ | 85253 | $255,055 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 1635 SHS AZN 1252.5 SHS VNO | $255,055 |
| 2 | 1635 SHS AZN 1252.5 SHS VNO | $255,055 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX | CategoryTxt |
| Amt | $3,750 | Amt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS -SEE STATEMENT | $1,015,219 | $1,015,219 |
| GNMA FUND ADMIRAL SHARES | $2,194,676 | $2,194,676 |
| HIGH-YIELD CORP FUND ADM | $598,252 | $598,252 |
| INTER-TERM INVESTMT GR | $2,552,240 | $2,552,240 |
| LONG-TERM INVEST GR | $586,763 | $586,763 |
| SHORT-TERM INVEST GR | $2,169,488 | $2,169,488 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS-SEE STATEMENT | StockNm |
| EOY Book Value | $9,616,281 | EOYBookValueAmt |
| EOYFMV | $9,616,281 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,458 | LegalFeesAmt |
| Disbursements Charitable Prps | $30,458 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $737,609 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES & SUBSCRIPTIONS | $346 | $346 |
| OTHER FEES | $2,230 | $2,230 |
| SCHOLARSHIP - COUNSELING | $8,218 | $8,218 |
| SCHOLARSHIP - ASSESSMENTS | $5,720 | $5,720 |
| SCHOLARSHIP - BOOKS | $1,887 | $1,887 |
| SCHOLARSHIP - CAREER WORKSHOP | $4,469 | $4,469 |
| TRAVEL & CONFERENCES | $5,265 | $5,265 |
| PHILANTHROPY ROUNDATABLE | $2,500 | $2,500 |
| EXPONENT PHILANTHROPY | $5,500 | $5,500 |
| ARIZONA GRANT MAKERS | $1,450 | $1,450 |
| DIRECTOR EXPENSES | $1,244 | $1,244 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERS FEES | $267 | $267 | |
| EIG CONSULTING | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBI TAX 990-T | $16,842 | |
| SEC 4940 EXCISE TAX | $4,000 | |
| VANGUARD FOREIGN TAX | $5,572 | $5,572 |
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