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LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-12
IRS object ID
201632259349100968
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-12T15:29:20-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581934140PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAN R SPIRES JR CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 937AddressLine1Txt
CityCORDELECityNm
State AbbreviationGAStateAbbreviationCd
ZIP310100937ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453613189EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone2294382452PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF COUTURIERPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2294382452PhoneNum
Signature2016-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN R SPIRES JR CPAPreparerPersonNm
PTINP01043154PTIN
Phone2292736915PhoneNum
Preparation2016-08-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,200,310FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,150,529ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,914InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,914InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,445DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,581NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,127GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,911CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,189,469TotalRevAndExpnssAmt
Total Net Invst Incm$39,270TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$928AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$928AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$928TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$928TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$928TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,188,541ExcessRevenueOverExpensesAmt
Net Investment Income$39,270NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$150CashBOYAmt
Sav And Temp Cash Invst EOY$215,899SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,899SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$291,998USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$290,358USGovtObligationsEOYFMVAmt
Corporate Stock EOY$865,070CorporateStockEOYAmt
Corporate Stock EOYFMV$890,012CorporateStockEOYFMVAmt
Corporate Bonds EOY$797,086CorporateBondsEOYAmt
Corporate Bonds EOYFMV$785,403CorporateBondsEOYFMVAmt
Other Assets EOY$18,638OtherAssetsEOYAmt
Other Assets EOYFMV$18,638OtherAssetsEOYFMVAmt
Total Assets BOY$150TotalAssetsBOYAmt
Total Assets EOY$2,188,691TotalAssetsEOYAmt
Total Assets EOYFMV$2,200,310TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$150UnrestrictedBOYAmt
Unrestricted EOY$2,188,691UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$150TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,188,691TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,188,691TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$150TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,188,541ExcessRevenueOverExpensesAmt
Subtotal$2,188,691SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,188,691TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$23,911CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$150NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$150NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3$150NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$150NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.666667DistributionYr4Rt
Total Distribution5.666667TotalDistributionRt
Average Distribution5.666667AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$393NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$393AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$928QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$393InvestmentIncomeExciseTaxAmt
Subtotal$393SubtotalAmt
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$393TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REGIONS TRUST DEPARTMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2294382452PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERYLE T BRYAN
419 E WASHINGTON AVENUEASHBURNGA31714PRESIDENT0.00$0$0$0
JEFF COUTURIER
602 TIMBERLAND DRIVECORDELEGA31015SECRETARY/TR0.00$0$0$0
GREGORY FULLERTON
PO BOX 2008ALBANYGA31702DIRECTOR0.00$0$0$0
MARY BEMAN
719 SOMERSET WAYAUGUSTAGA30909DIRECTOR0.00$0$0$0
LINDORA SNYDER
3315 WALTON DRIVEMONTGOMERYAL36111DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Total Tax$393TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$928ExpensesAndContributionsAmt
Qualifying Distributions$928QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$393PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$850ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$850TotalExcessDistributionCyovAmt
Qualifying Distributions$928QualifyingDistributionsAmt
Remaining Distri From Corpus$928RemainingDistriFromCorpusAmt
Total Corpus$1,778TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,778ExcessDistriCyovToNextYrAmt
Excess From Year4$850ExcessFromYear4Amt
Excess From Current Year$928ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,914RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,445RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,581RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,940RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,940TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHE LEWIS FAMILY CHARITABLE UNITRUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,150,529TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$928Amt
Disbursements Charitable Prps$928DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
REGIONS BANKDONATION$3,465$3,730-$265
REGIONS BANKDONATION$1,751$1,816-$65

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$606,312$594,157
MORTGAGE BACKED SECURITIES$190,774$191,246

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$449,286$495,404
MUTUAL FUNDS$415,784$394,608

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$291,998USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$290,358USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
EOY Book Value$18,638EOYBookValueAmt
EOYFMV$18,638EOYFMVAmt

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