LEWIS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LEWIS FOUNDATION (EIN 41-2063101)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201311339349101266
Schema version
2012v2.1
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)
Timestamp2013-05-13T10:59:44-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLARES & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1500 SOUTH DIXIE HIGHWAY SUITE 201AddressLine1
CityCORAL GABLESCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN412063101EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLEWINameControl
Phone3056629649Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MC PA 500 S DIXIE HWYAddressLine1
Address Line2ROOM/SUITE 201AddressLine2
CityCORAL GABLESCity
StateFLState
ZIP Code33146ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameADAM J LEWISName
TitlePRESIDENTTitle
Phone3056629649Phone
Date Signed2013-04-22DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIA R MILLARES CPAName
Phone3056629649Phone
Date Prepared2013-05-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4559524FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss23InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm23InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss278115DividendsRevAndExpnss
Dividends Net Invst Incm278115DividendsNetInvstIncm
Total Revenue And Expenses278138TotalRevenueAndExpenses
Total Net Investment Income278138TotalNetInvestmentIncome
Accounting Fees Rev And Expnss6886AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1722AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps5164AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6886TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1722TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps5164TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss51000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps51000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss57886TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1722TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps56164TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses220252ExcessOfRevenueOverExpenses
Net Investment Income276416NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY72604SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY292856SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV292856SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY3806134InvestmentsCorpStockBOY
Investments Corp Stock EOY3806134InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV4266668InvestmentsCorpStockEOYFMV
Total Assets BOY3878738TotalAssetsBOY
Total Assets EOY4098990TotalAssetsEOY
Total Assets EOYFMV4559524TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY3878738CapitalStockBOY
Capital Stock EOY4098990CapitalStockEOY
Total Net Assets BOY3878738TotalNetAssetsBOY
Total Net Assets EOY4098990TotalNetAssetsEOY
Total Liabilities Net Assets BOY3878738TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4098990TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3878738TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses220252ExcessOfRevenueOverExpenses
Subtotal4098990Subtotal
Total Net Assets Fund Balances EOY4098990TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year178520QualifyingDistributionsYear1
Noncharitable Assets Year14141687NoncharitableAssetsYear1
Distribution Ratio Year10.018958DistributionRatioYear1
Qualifying Distributions Year2580155QualifyingDistributionsYear2
Noncharitable Assets Year24149480NoncharitableAssetsYear2
Distribution Ratio Year20.139814DistributionRatioYear2
Qualifying Distributions Year37221QualifyingDistributionsYear3
Noncharitable Assets Year33138937NoncharitableAssetsYear3
Distribution Ratio Year30.002300DistributionRatioYear3
Qualifying Distributions Year4355172QualifyingDistributionsYear4
Noncharitable Assets Year43727671NoncharitableAssetsYear4
Distribution Ratio Year40.095280DistributionRatioYear4
Qualifying Distributions Year53471784QualifyingDistributionsYear5
Noncharitable Assets Year51130232NoncharitableAssetsYear5
Distribution Ratio Year53.071745DistributionRatioYear5
Total Distribution Ratio3.328097TotalDistributionRatio
Average Distribution Ratio0.665619AverageDistributionRatio
Net Noncharitable Assets4350713NetNoncharitableAssets
Adjusted Noncharitable Assets2895917AdjustedNoncharitableAssets
One Percent Net Investment Income2764OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One2898681AdjNonchrtblAssetsAndOnePct
Qualifying Distributions56164QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax5528InvestmentIncomeExciseTax
Subtotal5528Subtotal
Tax Based On Investment Income5528TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2943EstTaxPaymentsAndOverpayment
Total Credits And Payments2943TotalCreditsAndPayments
Tax Due2585TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCOStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressWWW.GUIDESTAR.COMWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLARES & COMPANY PABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3056629649BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1500 SOUTH DIXIE HWY SUITE 201AddressLine1
CityCORAL GABLESCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameADAM J LEWISPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1517 W NORTH STREETAddressLine1
CityASPENCity
StateCOState
ZIP Code81611ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENT/SETitle
Avg Hours Per Wk Devoted To Position2.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4254218AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances162750AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4416968TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets4416968AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable66255CashDeemedCharitable
Net Noncharitable Assets4350713NetNoncharitableAssets
Minimum Investment Return217536MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return217536MinimumInvestmentReturn
Tax Based On Investment Income5528TaxBasedOnInvestmentIncome
Total Tax5528TotalTax
Distributable Amount Before Adj212008DistributableAmountBeforeAdj
Distributable Amount Before Ded212008DistributableAmountBeforeDed
Distributable Amount As Adjusted212008DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions56164ExpensesAndContributions
Qualifying Distributions56164QualifyingDistributions
Adj Qualifying Distributions56164AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted212008DistributableAmountAsAdjusted
Excess Distri Carryover Year53423768ExcessDistriCarryoverYear5
Excess Distri Carryover Year4169176ExcessDistriCarryoverYear4
Excess Distri Carryover Year2377208ExcessDistriCarryoverYear2
Total Excess Distri Carryover3970152TotalExcessDistriCarryover
Qualifying Distributions56164QualifyingDistributions
Applied To Current Year56164AppliedToCurrentYear
Excess Distri Cyov App CY Corpus155844ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY155844ExcessDistriCyovAppliedCY
Total Corpus3814308TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year53267924ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year546384ExcessDistriCyovToNextYear
Excess From Year4169176ExcessFromYear4
Excess From Year2377208ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerADAM J LEWISContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMILLARES COMPANY PARecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 SOUTH DIXIE HWY SUITE 201AddressLine1
CityCORAL GABLESCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3056629649RecipientPhoneNumber
Form And Info And MaterialsSEE MODEL GRANT APPLICATION FOR THE LEWIS FOUNDATION (FOR INDIVIDUALS) AND MODEL GRANT APPLICATION FOR THE LEWIS FOUNDATION (FOR CHARITABLE ORGANIZATIONS) ATTACHED.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsGRANTS ARE MADE TO IRC SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES TO SUPPORT CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ACTIVITIESRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BIONEERS
1607 PASEO DE PERALTA 3SANTA FENM87501N/APUBLICGENERAL OPERATING PURPOSES$25,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PINESFL33023N/APUBLICGENERAL OPERATING PURPOSES$10,000
THE BETTER ANGELS SOCIETY
PO 60067FLORENCEMA01062N/APUBLICGENERAL OPERATING PURPOSES$5,000
CARE FOR CYCLING
1001 E 17TH STREET 213TUCSONAZ85719N/APUBLICGENERAL OPERATING PURPOSES$11,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year51000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$23ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$278,115ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$278,138ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA278138TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$6,886Amount
Net Investment Income1722NetInvestmentIncome
Disbursements Charitable Prps5164DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameADAM J LEWISPersonName

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
PROGRESSIVE CORP36617684125894
GS FLT RT NON-CUM PFD4481241380
PIMCO EFT TRUST5087050740
PIMCO TRUST4868448654

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.