STEVEN M LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STEVEN M LEWIS FAMILY FOUNDATION (EIN 26-1817130)
Tax period
2014-10-01 to 2015-09-30
Filed
2015-12-01
IRS object ID
201523359349100002
Schema version
2014v5.0
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)
Return2015-12-01T06:20:40-08:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Begin2014-10-01TaxPeriodBeginDt

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
Signature2015-11-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE F BEPPELPreparerPersonNm
PTINP00294922PTIN
Phone8567959650PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$454,653FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,430DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,430DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,258NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,258CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,429OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,429OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$11,429OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$26,126TotalRevAndExpnssAmt
Total Net Invst Incm$26,126TotalNetInvstIncmAmt
Total Adj Net Incm$22,868TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$7,660AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,660AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,086TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,086TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,746TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,746TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,531ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,531ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,746TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,531TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,151ExcessRevenueOverExpensesAmt
Net Investment Income$17,380NetInvestmentIncomeAmt
Adjusted Net Income$22,868AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,085SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,817SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$441,156OtherInvestmentsBOYAmt
Other Investments EOY$430,273OtherInvestmentsEOYAmt
Other Investments EOYFMV$446,836OtherInvestmentsEOYFMVAmt
Total Assets BOY$445,241TotalAssetsBOYAmt
Total Assets EOY$438,090TotalAssetsEOYAmt
Total Assets EOYFMV$454,653TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$445,241UnrestrictedBOYAmt
Unrestricted EOY$438,090UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$445,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$438,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$445,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$438,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$445,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,151ExcessRevenueOverExpensesAmt
Subtotal$438,090SubtotalAmt
Tot Net Ast Or Fund Balances EOY$438,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,258CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,464AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$501,286NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04681DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,155AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$472,335NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04691DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,659AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$447,902NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05059DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,043AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$459,583NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04579DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,216AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$426,760NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04268DistributionYr5Rt
Total Distribution0.23277TotalDistributionRt
Average Distribution0.04656AverageDistributionRt
Net Vl Noncharitable Assets$494,342NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,014AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$174NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,188AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,531QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$174InvestmentIncomeExciseTaxAmt
Subtotal$174SubtotalAmt
Tax Based On Investment Income$174TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$536EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$536TotalPaymentsAndCreditsAmt
Overpayment$362OverpaymentAmt
Refund$362RefundAmt

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$494,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,431AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$501,870TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$501,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,528CashDeemedCharitableAmt
Net Vl Noncharitable Assets$494,342NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,717MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,717MinimumInvestmentReturnAmt
Tax Based On Investment Income$174TaxBasedOnInvestmentIncomeAmt
Total Tax$174TotalTaxAmt
Distributable Before Adj$24,543DistributableBeforeAdjAmt
Distributable Before Ded$24,543DistributableBeforeDedAmt
Distributable As Adjusted$24,543DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,531ExpensesAndContributionsAmt
Qualifying Distributions$24,531QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$174PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,543DistributableAsAdjustedAmt
Undistributed Income PY$24,531UndistributedIncomePYAmt
Qualifying Distributions$24,531QualifyingDistributionsAmt
Applied To Year1$24,531AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$24,543UndistributedIncomeCYAmt

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
FLORIDA INSTITUTE OF TECHNOLOGY
150 W UNIVERSITY BLVDMELBOURNEFL32901N/AGENERAL PURPOSES$1,000
BK MCLAMORE FOUNDATION
5505 BLUE LAGOON DRIVEMIAMIFL33126N/AGENERAL PURPOSES$15,656
SPECIAL OLYMPICS MINNESOTA
100 WASHINGTON AVE S SUITE 550MINNEAPOLISMN55401N/AGENERAL PURPOSES$500
THE NOBILO FOUNDATION
9460 THURLOE PLACEORLANDOFL32827GENERAL PURPOSE$2,500
MAGEE REHABILITATION
1513 RACE STREETPHILADELPHIAPA19102N/AGENERAL PURPOSES$500
ANNIKA FOUNDATION
9685 LAKE NONA VILLAGE PLACEORLANDOFL32827N/AGENERAL PURPOSES$1,200
SW MICHIGAN CADDY FOUNDATION
12301 S NEW AVENUELEMONTIL60439N/AGENEREAL PURPOSES$1,000
HOLY CROSS COLLEGE
1 COLLEGE STREETWORCESTERMA01610N/AGENERAL PURPOSES$1,000
NEW ENGLAND ASSOC JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445N/AGENERAL PURPOSES$1,175
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,531TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,430ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,258ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Exclusion14ExclusionCd
Exclusion$11,429ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,126ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,126TotalIncomeProducingActyAmt

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$7,660Amt
Net Investment Income$7,660NetInvestmentIncomeAmt
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$91,294$103,097
GS HIGH YIELD FUNDAT COST$20,898$18,710
GS REAL ESTATE SECURITIES FUNDAT COST$6,520$12,924
GS INTERNATIONAL REAL ESTATE SECURITIESAT COST$13,611$11,719
GS ENHANCED DIVIDEND GLOBAL EQUITYAT COST$297,950$300,386

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$11,429RevenueAndExpensesPerBooksAmt
Net Investment Income$11,429NetInvestmentIncomeAmt
Adjusted Net Income$11,429AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$1,071$1,071
STATE TAXES$15$15

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