T W LEWIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- T W LEWIS FOUNDATION (EIN 86-0989236)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202602319349101110
- Schema version
- 2025v4.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T16:18:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850203431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDW LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 HORIZON BLVD NE 401 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 4807684958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93487 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LEWIS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4807684958 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE S FRIDLEY CPA | PreparerPersonNm |
| PTIN | P00380605 | PTIN |
| Phone | 5059983200 | PhoneNum |
| Preparation | 2026-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,989,297 | 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 | $35,445 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $326,181 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,181 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $361,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,181 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $222,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $222,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $213,296 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $213,296 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,084 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,692 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,827 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,827 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $288,917 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $288,917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $826,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $826,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,720,981 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,720,981 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,547,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,547,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,185,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,828 | CashBOYAmt |
| Cash EOY | $18,162 | CashEOYAmt |
| Cash EOYFMV | $18,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $448,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,032 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $9,661,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,670,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,670,103 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,183,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,989,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,989,297 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,334 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $8,334 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,174,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,989,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,183,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,989,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,174,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,185,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,989,297 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,989,297 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,577 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,577 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $983 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TWLEWISFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W LEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808200807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93487 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 LEWIS SR | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JANET LEWIS | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN JACKSON | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | TREASURER | 1.00 | $0 | $0 | $0 |
| NICOLE HOPLIN | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY BEER | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANA FINGLETON | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | DIRECTOR | 10.00 | $51,528 | $0 | $0 |
| STEVE SMITH | ||||||||
| PO BOX 93487 | PHOENIX | AZ | 85070 | EXECUTIVE DIRECTOR | 32.00 | $208,000 | $35,489 | $4,800 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE ARNDT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93487 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION COORDINAT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,000 | CompensationAmt |
| Employee Benefits | $16,832 | EmployeeBenefitsAmt |
| Expense Account | $6,000 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,321,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $792,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,113,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,113,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,992,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,534 | TotalTaxAmt |
| Distributable Before Adj | $395,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $395,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $395,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,547,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,547,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,361,273 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,750,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,282,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,056,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,636,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,087,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,547,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $395,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,152,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,240,112 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,361,273 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,878,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,750,951 | ExcessFromYear4Amt |
| Excess From Year3 | $1,282,128 | ExcessFromYear3Amt |
| Excess From Year2 | $2,056,721 | ExcessFromYear2Amt |
| Excess From Year1 | $2,636,809 | ExcessFromYear1Amt |
| Excess From Current Year | $4,152,230 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS LEWIS SR | ContributingManagerNm |
| Contributing Manager | JANET LEWIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARITABLE COMMITTEE CO TW LEWIS CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93487 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4808200807 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION 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 EDUCAITON OF CHILDREN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BARROW NEUROLOGICAL FOUNDATION | ||||||||
| 2910 N 3RD AVE SUITE 450 | PHOENIX | AZ | 85013 | NONE | PC | GENERAL PURPOSE | $600,000 | |
| BANNER MD ANDERSON CANCER CENTER | ||||||||
| 925 E MCDOWELL RD | PHOENIX | AZ | 85006 | NONE | PC | GENERAL PURPOSE | $500,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 WEST CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | GENERAL PURPOSE | $455,310 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NONE | PC | GENERAL PURPOSE | $400,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL PURPOSE | $150,000 | |
| HEARD MUSEUM | ||||||||
| 2301 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $110,000 | |
| PHOENIX RESCUE MISSION | ||||||||
| PO BOX 6708 | PHOENIX | AZ | 850056708 | NONE | PC | GENERAL PURPOSE | $105,000 | |
| ST VINCENT DE PAUL | ||||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | NONE | PC | GENERAL PURPOSE | $105,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ASBURY UNIVERSITY | ||||||||
| 1 MACKLEM DR | WILMORE | KY | 40390 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| VALLEYWISE | ||||||||
| 2601 E ROOSEVELT ST | PHOENIX | AZ | 85008 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION | ||||||||
| 1645 E MISSOURI AVE STE 450 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL PURPOSE | $52,500 | |
| SOJOURNER CENTER | ||||||||
| 2330 E FILLMORE ST | PHOENIX | AZ | 85006 | NONE | PC | GENERAL PURPOSE | $52,500 | |
| AMERICAN STUDIO | ||||||||
| 5114 POINT FOSDICK DR | GIG HARBOR | WA | 98335 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| ARIZONA LIBERTY NETWORK | ||||||||
| 1835 E ELLIOT RD STE 105 | TEMPE | AZ | 85284 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| SANDRA DAY O'CONNOR INSTITUTE | ||||||||
| PO BOX 4425 | PHOENIX | AZ | 85030 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DR SUITE 600 | RESTON | VA | 201911556 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| DESERT BOTANICAL GARDENS | ||||||||
| 1201 N GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | GENERAL PURPOSE | $35,000 | |
| HOPE WOMEN'S CENTER | ||||||||
| 3647 N 3RD AVE SUITE 1 | PHOENIX | AZ | 85013 | NONE | PC | GENERAL PURPOSE | $27,500 | |
| HOUSE OF REFUGE | ||||||||
| 6858 E URSULA AVE | MESA | AZ | 85212 | NONE | PC | GENERAL PURPOSE | $27,500 | |
| ADVANCING AMERICAN FREEDOM | ||||||||
| 47 SOUTH PENNSYLVANIA STREET SUITE | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL PURPOSE | $25,000 | 201 |
| DREAM CITY CHURCH | ||||||||
| 13613 NCAVE CREEK RD | PHOENIX | AZ | 85022 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| FRESH START | ||||||||
| 1130 E MCDOWELL R | PHOENIX | AZ | 85006 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE INDIGO FOUNDATION | ||||||||
| 7960 NIWOT RD SUITE B-9 | NIWOT | CO | 805037151 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NOT MY KID | ||||||||
| 5310 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| STATE POLICY NETWORK | ||||||||
| 1500 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| TURNING POINT USA | ||||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| YOUNG LIFE ARIZONA | ||||||||
| 1130 E MISSOURI AVE STE 404 | PHOENIX | AZ | 850142724 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| PHOENIX SEMINARY | ||||||||
| 7901 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| THE PHOENIX THEATRE COMPANY | ||||||||
| 1825 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| AMERICAN PHILANTHROPIC | ||||||||
| 651 VALLEY ROAD | HOCKESSIN | DE | 19707 | NONE | PC | GENERAL PURPOSE | $13,671 | |
| ACCURACY IN MEDIA | ||||||||
| 1717 K ST NW STE 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| AMERICAN CORNERSTONE INSTITUTE | ||||||||
| 50 F STREET NW SUITE 530 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| COMMON SENSE INSTITUTE | ||||||||
| 6295 GREENWOOD PLAZA BLVD 100 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| COMMUNIO | ||||||||
| 5901 KINGSTOWNE VILLAGE PARKWAY | ALEXANDRIA | VA | 22315 | NONE | PC | GENERAL PURPOSE | $10,000 | SUITE 102 |
| HARVEST COMPASSION CENTER | ||||||||
| 4744 E THUNDERBIRD RD 9 | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 2000 PENNSYLVANIA AVE NW SUITE 250 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE RD NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FUTURE FOR KIDS | ||||||||
| 1425 W SOUTHERN AVE 10A | TEMPE | AZ | 85282 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| LITERARY SOCIETY OF THE SOUTHWEST | ||||||||
| 4980 S ALMA SCHOOL RD STE A2-510 | CHANDLER | AZ | 85248 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE DREAM INSTITUTE | ||||||||
| 13613 N CAVE CREEK RD | PHOENIX | AZ | 85022 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PHOENIX ART MUSEUM | ||||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| PHOENIX CHRISTIAN PREPARATORY SCHOOL | ||||||||
| 1751 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85015 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE JOY BUS DINER | ||||||||
| 10401 N 32ND ST | PHOENIX | AZ | 85028 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| IMPRINTS OF HONOR | ||||||||
| 10210 N 32ND ST C2 | PHOENIX | AZ | 85028 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| RESURRECTION STREET MINISTRY | ||||||||
| 1109 E MAIN ST 105 | MESA | AZ | 85203 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| THRIVE ARIZONA | ||||||||
| 14202 N 73RD AVE | PEORIA | AZ | 85381 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| WICKENBURG CULTURAL ORGANIZATION | ||||||||
| 245 N TEGNER ST | WICKENBURG | AZ | 85390 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CENTER FOR THE RIGHTS OF ABUSED CHILDREN | ||||||||
| 3900 E CAMELBACK ROAD 300 | PHOENIX | AZ | 85018 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CLARE BOOTHE LUCE CENTER | ||||||||
| 112 ELDEN ST P | HERNDON | VA | 20170 | NONE | PC | GENERAL PURPOSE | $500 | |
| HASTENING INC | ||||||||
| 209 S STEPHANIE ST STE 170 | HENDERSON | NV | 89012 | NONE | PC | GENERAL PURPOSE | $500 | |
| HOLY SPIRIT NEWMAN CENTER | ||||||||
| 3057 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | GENERAL PURPOSE | $500 | |
| THE POLICY CIRCLE | ||||||||
| 1189 WILMETTE AVE BOX 210 | WILMETTE | IL | 60091 | NONE | PC | GENERAL PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,720,981 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,181 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,181 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS LEWIS SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93487 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,445 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,670,103 | EOYBookValueAmt |
| EOYFMV | $5,670,103 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $11,127 | $0 | $0 | $11,127 |
| SOCIAL MEDIA | $2,170 | $0 | $0 | $2,170 |
| OCCUPANCY & OVERHEAD ALLOCATIONS | $275,620 | $0 | $0 | $275,620 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOPLIN JACKSON FEES | CategoryTxt |
| Amt | $2,692 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,692 | DisbursementsCharitablePrpsAmt |
Comments