LEWIS FAM TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: LEWIS FAM TR (EIN 22-6885462)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-08
IRS object ID: 202631289349101838
Schema version: 2025v4.1
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
Compensation Explanation
Compensation Explanation
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-08T13:10:29-06:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222128332	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Mach & Associates CPA PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	29 Main Ave	AddressLine1Txt
City	Elmwood Park	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07407	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	226885462	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEWIS FAMILY TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% LARRY LEVY	InCareOfNm
Business Name Control	LEWI	BusinessNameControlTxt
Phone	2017550886	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	170 NORTH OCEAN BOULEVARD STE 508	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LARRY LEVY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2017550886	PhoneNum
Signature	2026-04-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LEONARD KAPLAN	PreparerPersonNm
PTIN	P00400847	PTIN
Phone	2017978338	PhoneNum
Preparation	2026-05-08	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	$14,695,805	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$173,472	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$173,472	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$275,718	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$275,718	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$438,290	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,649,871	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$438,290	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$4,910	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$4,910	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$892,390	TotalRevAndExpnssAmt
Total Net Invst Incm	$892,390	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$3,633	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,633	LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$167,070	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$167,070	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$17,901	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$17,901	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$2,163	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,163	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$190,767	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$190,767	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$677,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$677,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$867,767	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$190,767	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$677,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$24,623	ExcessRevenueOverExpensesAmt
Net Investment Income	$701,623	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$79,526	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$139,411	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$139,411	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,738,882	CorporateStockBOYAmt
Corporate Stock EOY	$6,986,829	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,369,819	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,859,720	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,576,511	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,186,575	CorporateBondsEOYFMVAmt
Total Assets BOY	$10,678,128	TotalAssetsBOYAmt
Total Assets EOY	$10,702,751	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,695,805	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$10,678,128	RetainedEarningBOYAmt
Retained Earning EOY	$10,702,751	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,678,128	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,702,751	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,678,128	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,702,751	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,678,128	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$24,623	ExcessRevenueOverExpensesAmt
Subtotal	$10,702,751	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$10,702,751	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PERSHING ADVISOR SOLUTIONS LLC	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2020-01-01	AcquiredDt
Sold	2025-12-31	SoldDt
Gross Sales Price	$2,649,871	GrossSalesPriceAmt
Cost Or Other Basis	$2,211,581	CostOrOtherBasisAmt
Gain Or Loss	$438,290	GainOrLossAmt
Gains Minus Excess Or Losses	$438,290	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$438,290	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,753	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,753	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,753	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$11,000	TotalPaymentsAndCreditsAmt
Overpayment	$1,247	OverpaymentAmt
Applied To ES Tax	$1,247	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	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	false	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
Individual With Books	LARRY LEVY	IndividualWithBooksNm
Phone	2017550886	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	170 NORTH OCEAN BOULEVARD Ste 508	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
LARRY LEVY
170 NORTH OCEAN BOULEVARD STE 508	PALM BEACH	FL	33480	TRUSTEE	5.00	$73,144	$0	$0
WENDY LEVY
170 NORTH OCEAN BOULEVARD STE 508	PALM BEACH	FL	33480	TRUSTEE	5.00	$9,136	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NA	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	$14,651,954	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$94,620	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,746,574	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$14,746,574	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$221,199	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,525,375	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$726,269	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$726,269	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,753	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,753	TotalTaxAmt
Distributable Before Adj	$716,516	DistributableBeforeAdjAmt
Distributable Before Ded	$716,516	DistributableBeforeDedAmt
Distributable As Adjusted	$716,516	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$677,000	ExpensesAndContributionsAmt
Qualifying Distributions	$677,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$716,516	DistributableAsAdjustedAmt
Undistributed Income PY	$675,767	UndistributedIncomePYAmt
Qualifying Distributions	$677,000	QualifyingDistributionsAmt
Applied To Year1	$675,767	AppliedToYear1Amt
Applied To Current Year	$1,233	AppliedToCurrentYearAmt
Undistributed Income CY	$715,283	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATES BEN GURION UNIV
PO BOX 7410310	CHICAGO	IL	60674	NONE	PC	PRESELECTED ORGANIZATIONS	$15,000
AMERICAN COMM FOR SHAARE ZEDEK MED
55 WEST 39TH STREET 4TH FLOOR	NEW YORK	NY	10018	NONE	PC	PRESELECTED ORGANIZATIONS	$15,000
AMERICAN COMM FOR THE WEIZMANN INST
633 THIRD AVENUE	NEW YORK	NY	10017	NONE	PC	PRESELECTED ORGANIZATIONS	$50,000
AMERICAN FRIENDS OF MAGEN DAVID ADO
4371 NORTHLAKE BLVD	PALM BEACH GARDENS	FL	33418	NONE	PC	PRESELECTED ORGANIZATIONS	$20,000
AMERICAN FRIENDS OF MIGDAL OHR
1325 AVENUE OF THE AMERICAS 28TH FL	NEW YORK	NY	10019	NONE	PC	PRESELECTED ORGANIZATIONS	$20,000
AMERICAN FRIENDS OF TEL AVIV UNIV
8 WEST 40TH STREET 8TH FLOOR	NEW YORK	NY	10018	NONE	PC	PRESELECTED ORGANIZATIONS	$70,000
AMERICAN FRIENDS OF THE HEBREW UNIV
1930 HARRISON STREET SUITE 306	HOLLYWOOD	FL	33020	NONE	PC	PRESELECTED ORGANIZATIONS	$85,000
BIRTHGIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOOR	NEW YORK	NY	10016	NONE	PC	PRESELECTED ORGANIZATIONS	$5,000
BOYS TOWN JERUSALEM FD OF AMERICA
110 HILLSIDE BOULEVARD SUTE 14	LAKEWOOD	NJ	08701	NONE	PC	PRESELECTED ORGANIZATIONS	$15,000
BREAST CANCER RESEARCH FOUNDATION
25 WEST 43RD ST SUITE 609	NEW YORK	NY	10036	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
CEMETARY ASSOCIATION
701 FORD ROAD SUITE 5	ROCKAWAY	NJ	07866	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
CHAI LIFELINE
151 WEST 30TH STREET	NEW YORK	NY	10001	NONE	PC	PRESELECTED ORGANIZATIONS	$20,000
DOROT
171 WEST 85TH STREET	NEW YORK	NY	10024	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
FRIENDS OF THE IDF
PO BOX 4224	NEW YORK	NY	10163	NONE	PC	PRESELECTED ORGANIZATIONS	$20,000
HADASSAH MEDICAL CENTER
40 WALL STREET	NEW YORK	NY	10005	NONE	PC	PRESELECTED ORGANIZATIONS	$25,000
ISRAEL HEALTHCARE FOUNDATION
25 WEST 45TH STREET SUITE 701	NEW YORK	NY	10036	NONE	PC	PRESELECTED ORGANIZATIONS	$25,000
JEWISH FAMILY CHILDRENS SERVICES
1485 TEANECK ROAD	TEANECK	NJ	07666	NONE	PC	PRESELECTED ORGANIZATIONS	$15,000
JEWISH FEDERATION OF NORTHERN NJ
50 EISENHOWER DRIVE	PARAMUS	NJ	07652	NONE	PC	PRESELECTED ORGANIZATIONS	$50,000
JEWISH FEDERATION OF PALM BEACH CTY
1 HARVARD CIRCLE SUITE 100	WEST PALM BEACH	FL	33409	NONE	PC	PRESELECTED ORGANIZATIONS	$50,000
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10018	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
MORSELIFE FOUNDATION INC
4847 DAVID S MACK DRIVE	WEST PALM BEACH	FL	33417	NONE	PC	PRESELECTED ORGANIZATIONS	$60,000
MORSELIFE HOSPICE PALLIATIVE CARE
4847 DAVID S MACK DRIVE	WEST PALM BEACH	FL	33417	NONE	PC	PRESELECTED ORGANIZATIONS	$32,000
NEW YORK CITY CENTER
130 W 56TH STREET	NEW YORK	NY	10019	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
PENN HILLEL
215 SOUTH 39TH STREET	PHILADELPHIA	PA	19104	NONE	PC	PRESELECTED ORGANIZATIONS	$5,000
RUTGERS HILLEL
70 COLLEGE AVENUE	NEW BRUNSWICK	NJ	08901	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
FOUNDCARE INC
2330 SOUTH CONGRESS AVENUE	WEST PALM BEACH	FL	33406	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000
GLAZER HALL
70 E ROYAL POINCIANA WAY	PALM BEACH	FL	33480	NONE	PC	PRESELECTED ORGANIZATIONS	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$677,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$173,472	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$275,718	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$438,290	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	CAPITAL GAIN DIST	Desc
Related Or Exempt Function Incm	$4,910	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$892,390	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$892,390	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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	LARRY LEVY	PersonNm
Short Explanation	PAID TRUSTEE FEES	ShortExplanationTxt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	WENDY LEVY	PersonNm
Short Explanation	PAID TRUSTEE FEES	ShortExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE BONDS	$3,403,874	$3,186,575
BOND DISCOUNTS	$172,637	$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCKS	$4,217,694	$8,334,668
PREFERRED STOCKS	$788,256	$661,343
REAL ESTATE INVESTMENT TRUSTS	$447,265	$608,170
EXCHANGE TRADED PRODUCTS	$1,513,613	$1,745,638
MUTUAL FUNDS	$20,001	$20,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$3,633	LegalFeesAmt
Net Investment Income	$3,633	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOND PREMIUM AMORTIZATION	$1,960	$1,960	$0	$0
SERVICE CHARGES	$203	$203	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	CAPITAL GAIN DISTRIBUTIONS	Desc
Revenue And Expenses Per Books	$4,910	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,910	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE	$81,290	$81,290	$0	$0
TRUSTEE FEE	$82,280	$82,280	$0	$0
ACCOUNTING FEE	$3,500	$3,500	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$2,653	$2,653	$0	$0
IRS	$15,248	$15,248	$0	$0

LEWIS FAM TR: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

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Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

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Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Compensation Explanation CompensationExplanation

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Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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