PAM LEWIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PAM LEWIS FOUNDATION (EIN 38-3278908)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-10
- IRS object ID
- 202100699349100755
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-10T16:52:52-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823890663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mike Dodd CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 16th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383278908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pam Lewis Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O S Gary Spicer Sr | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAML | BusinessNameControlTxt |
| Phone | 3138849700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue No 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | s gary spicer sr | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2021-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | s | PersonFirstNm |
| Person Last | gary spicer sr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Dodd | PreparerPersonNm |
| PTIN | P00325633 | PTIN |
| Phone | 6153229600 | PhoneNum |
| Preparation | 2021-03-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,625,491 | 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 | $53,120 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,820 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,647 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,824 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,623 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,623 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $125 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $125 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $427,596 | CashBOYAmt |
| Cash EOY | $318,014 | CashEOYAmt |
| Cash EOYFMV | $318,014 | CashEOYFMVAmt |
| Other Assets BOY | $1,243,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,363,038 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,307,477 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,670,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,681,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,625,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,670,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,681,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,670,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,681,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,670,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,681,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,670,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,681,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,681,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Morgan Stanley Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $95,036 | GrossSalesPriceAmt |
| Gain Or Loss | $95,036 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $95,036 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,036 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | 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 | $6,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,927 | OverpaymentAmt |
| Applied To ES Tax | $1,480 | AppliedToESTaxAmt |
| Refund | $3,447 | RefundAmt |
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 | MI | 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 | n/a | WebsiteAddressTxt |
| Individual With Books | S Gary Spicer Sr | IndividualWithBooksNm |
| Phone | 3138849700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue Suite 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Pamela L Lewis | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | President/Trustee | 2.00 | $45,820 | $0 | $0 |
| S Gary Spicer Sr | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Secretary | 2.00 | $36,000 | $0 | $0 |
| Edward Zionkowski | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Treasurer | 2.00 | $0 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $628,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $671,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $671,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $661,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,473 | TotalTaxAmt |
| Distributable Before Adj | $31,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $96,070 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,477 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $266,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $301,822 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $301,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,070 | ExcessFromYear4Amt |
| Excess From Year3 | $39,209 | ExcessFromYear3Amt |
| Excess From Year2 | $106,477 | ExcessFromYear2Amt |
| Excess From Year1 | $24,696 | ExcessFromYear1Amt |
| Excess From Current Year | $35,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| African American Heritage Foundation | ||||||
| 446 11th Avenue North | Franklin | TN | 37064 | General Purpose | $750 | |
| American Red Cross - Nashville Area | ||||||
| 2201 Charlotte Ave | Nashville | TN | 37203 | General Purpose | $250 | |
| Arts Council of Williamson County | ||||||
| PO Box 680213 | Franklin | TN | 37068 | General Purpose | $250 | |
| Battle of Franklin Trust | ||||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General Purpose | $750 | |
| Belmont Mansion | ||||||
| 1700 Acklen Ave | Nashville | TN | 37212 | General Purpose | $1,500 | |
| Bridges Domestic Violence Center | ||||||
| 435 Main Street | Franklin | TN | 37064 | General Purpose | $1,250 | |
| The Carter Center | ||||||
| 453 John Lewis Freedom Pkwy NE | Atlanta | GA | 30307 | General Purpose | $300 | |
| Climate Emergency Fund | ||||||
| 8383 Wilshire Blvd 400 | Beverly Hills | CA | 90211 | General Purpose | $2,000 | |
| Coalition for Rainforest Nations Redd Program | ||||||
| 52 Vanderbilt Avenue 14th Fl Ste | New York | NY | 10017 | General Purpose | $2,000 | 1401 |
| DEA Educational Fund | ||||||
| 2020 Pennsylvania Avenue NW 165 | Washington | DC | 20006 | General Purpose | $500 | |
| Frist Art Museum | ||||||
| 919 Broadway | Nashville | TN | 37203 | General Purpose | $250 | |
| Friends of the Delta Heritage Center | ||||||
| 121 Sunny Hill Cove | Brownsville | TN | 38012 | General Purpose | $250 | |
| Friends of Warner Parks | ||||||
| 50 Vaughn Rd | Nashville | TN | 37221 | General Purpose | $500 | |
| Hard Bargain Association | ||||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $1,500 | |
| Harpeth Conservancy | ||||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37027 | General Purpose | $1,500 | |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | General Purpose | $250 | |
| Hooves and Paws Animal Rescue | ||||||
| 7303 Poindexter Rd | Louisa | VA | 23093 | General Purpose | $25 | |
| Information Technology & Clean Energy Innovation Program | ||||||
| 700 K St NW Ste 600 | Washington | DC | 20001 | General Purpose | $2,000 | |
| Keepers of the Wild | ||||||
| 13441 E Hwy 66 | Valentine | AZ | 86437 | General Purpose | $100 | |
| Leadership Middle Tennessee Inc | ||||||
| 100 Bluegrass Commons Blvd Ste 2370 | Hendersonville | TN | 37075 | General Purpose | $650 | |
| Metro Historical Commission Fdn | ||||||
| 3000 Granny White Pike | Nashville | TN | 37204 | General Purpose | $1,000 | |
| Middle Tennessee State University | ||||||
| 1301 E Main Street | Murfreesboro | TN | 37132 | General Purpose | $12,500 | |
| Nashville City Cemetary | ||||||
| 1001 4th Ave S | Nashville | TN | 37203 | General Purpose | $1,000 | |
| Nashville Public Radio | ||||||
| 630 Mainstream Drive | Nashville | TN | 37228 | General Purpose | $25 | |
| Nashville Zoo | ||||||
| 3777 Nolensville Pike | Nashville | TN | 37211 | General Purpose | $2,500 | |
| Outhaus Films Sponsor Documentary | ||||||
| PO Box 540612 | Houston | TX | 77254 | General Purpose | $1,500 | |
| PETA | ||||||
| 501 Front Street | Norfolk | VA | 23510 | General Purpose | $100 | |
| Rainforest Foundation US | ||||||
| 50 Court St Ste 712 | Brooklyn | NY | 11201 | General Purpose | $2,000 | |
| Red Hook High School | ||||||
| 103 W Market Street | Red Hook | NY | 12571 | General Purpose | $5,000 | |
| Rippavilla | ||||||
| 5700 Main Street | Spring Hill | TN | 37174 | General Purpose | $3,750 | |
| Room in the Inn | ||||||
| 705 Drexel St 2 | Nashville | TN | 37203 | General Purpose | $150 | |
| St Joseph's Indian School | ||||||
| 1301 N Main Street | Chamberlain | ND | 57325 | General Purpose | $115 | |
| Save the Franklin Battlefield Historic Cemeteries | ||||||
| PO Box 851 | Franklin | TN | 37065 | General Purpose | $1,000 | |
| Save the Franklin Battlefield - General Fund | ||||||
| PO Box 851 | Franklin | TN | 37065 | General Purpose | $1,000 | |
| Sierra Club | ||||||
| 2101 Webster St Ste 1300 | Oakland | CA | 94612 | General Purpose | $20 | |
| Sister Cities of Franklin & Williamson County | ||||||
| 109 3rd Avenue South | Franklin | TN | 37064 | General Purpose | $500 | |
| Studio Tenn Theater Co | ||||||
| 408 Church St | Franklin | TN | 37064 | General Purpose | $500 | |
| Tennessee State Museum Foundation | ||||||
| 1000 Rosa L Parks Blvd | Nashville | TN | 37208 | General Purpose | $200 | |
| Turning Pointe Donkey Rescue | ||||||
| 216 N Meech Rd | Dansville | MI | 48819 | General Purpose | $50 | |
| Wells College | ||||||
| 170 Main St | Aurora | NY | 13026 | General Purpose | $5,000 | |
| Wilderstein | ||||||
| 330 Morton Road | Rhinebeck | NY | 12572 | General Purpose | $150 | |
| Williamson County CASA | ||||||
| 1205 Columbia Ave | Franklin | TN | 37064 | General Purpose | $250 | |
| You have the Power | ||||||
| 2401 White Avenue | Nashville | TN | 37204 | General Purpose | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,085 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,851 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Stock Sales | RelationshipStatementTxt |
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 | Pamela L Lewis | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 16th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,120 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS | NoncashPropertyDesc |
| Fair Market Value | $53,120 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Accounting | CategoryTxt |
| Amt | $11,647 | Amt |
| Net Investment Income | $5,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,824 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Morgan Stanley Securities | $808,949 | $830,793 | $786,901 |
| Merrill Lynch Securities | $434,189 | $532,245 | $520,576 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage | $55 | $27 | $28 |
| Bank Fees | $150 | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MI Annual Report | $20 | $10 | $10 |
| US Treasury | $11,226 | $5,613 | $5,613 |