PAM LEWIS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAM LEWIS FOUNDATION (EIN 38-3278908)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202003049349100325
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T12:04:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Dodd | PreparerPersonNm |
| PTIN | P00325633 | PTIN |
| Phone | 6153229600 | PhoneNum |
| Preparation | 2020-10-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.212.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 09:28:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14A49F6DE735FEB94C6757E8DDC3C16A629A8870 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 967BA01C6936CC7B4494639D0D34C0B478FF75BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,412,689 | 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 | $474,163 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $345,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $800,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,634 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,754 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,173 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $790 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $240 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $120 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $120 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $516 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $676,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,595 | CashBOYAmt |
| Cash EOY | $427,596 | CashEOYAmt |
| Cash EOYFMV | $427,596 | CashEOYFMVAmt |
| Other Assets BOY | $808,949 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,243,138 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $985,093 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $994,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,670,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,412,689 | 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 | $994,544 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,670,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $994,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $994,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,670,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $994,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $676,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,670,734 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Merrill Lynch Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $345,081 | GrossSalesPriceAmt |
| Cost Or Other Basis | $39,974 | CostOrOtherBasisAmt |
| Gain Or Loss | $305,107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $305,107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,107 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,236 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $936,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.160410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $89,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,031,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,331 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $977,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.147628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,038,660 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029330 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $632,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039586 | DistributionYr5Rt |
| Total Distribution | 0.463557 | TotalDistributionRt |
| Average Distribution | 0.092711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $884,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,513 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,826 | 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 | 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 | $17,754 | $0 | $0 |
| S Gary Spicer Sr | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Secretary | 2.00 | $37,000 | $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 | $807,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $897,516 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $897,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $884,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,386 | TotalTaxAmt |
| Distributable Before Adj | $37,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,817 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $96,070 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,756 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $266,452 | 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 | $266,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $96,070 | ExcessFromYear3Amt |
| Excess From Year2 | $39,209 | ExcessFromYear2Amt |
| Excess From Year1 | $106,477 | ExcessFromYear1Amt |
| Excess From Current Year | $24,696 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| African American Heritage Society | |||||
| 446 11th Avenue North | Franklin | TN | 37064 | General Purpose | $2,000 |
| American Battlefield Trust | |||||
| 1156 15th St NW 900 | Washington | DC | 20005 | General Purpose | $150 |
| American Indian College Fund | |||||
| 8333 Greenwood Blvd 120 | Denver | CO | 80221 | General Purpose | $25 |
| American Red Cross | |||||
| 2201 Charlotte Ave | Nashville | TN | 37203 | General Purpose | $100 |
| American Society - Prevention to Cruelty to Animals | |||||
| PO Box 96929 | Washington | DC | 20090 | General Purpose | $50 |
| ARM Investigations | |||||
| PO Box 403344 | Miami Beach | FL | 33140 | General Purpose | $100 |
| Arts Council of Williamson County | |||||
| PO Box 680213 | Franklin | TN | 37068 | General Purpose | $150 |
| Battle of Franklin Trust | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General Purpose | $1,000 |
| Belmont Mansion | |||||
| 1700 Acklen Ave | Nashville | TN | 37212 | General Purpose | $250 |
| Belmont University | |||||
| 1900 Belmont Blvd | Nashville | TN | 37212 | General Purpose | $100 |
| Bluegrass Along the Harpeth | |||||
| Franklin Square | Franklin | TN | 37064 | General PurposeMiscellaneous Grants | $500 |
| Bridges Domestic Violence Center | |||||
| PO Box 1592 | Franklin | TN | 37065 | General Purpose | $1,000 |
| Circle of Life | |||||
| 4841 Hixson Pike Ste A | Hixson | TN | 37343 | General Purpose | $100 |
| Council of the Aging - Middle Tennessee | |||||
| 95 White Bridge Pike 250 | Nashville | TN | 37205 | General Purpose | $250 |
| Doctors Without Borders | |||||
| 40 Rector St 16th Floor | New York | NY | 10006 | General Purpose | $35 |
| Dreamchaser Horse Rescue & Rehab | |||||
| 6340 Kincheloe Drive | Falcon | MO | 65470 | General Purpose | $50 |
| Equine Voices Rescue & Sanctuary | |||||
| 6 Cam Otero | Tubac | AZ | 85646 | General Purpose | $50 |
| Franklin Civil War Round Table | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General Purpose | $130 |
| Franklin Tomorrow | |||||
| 198 E Main St Ste 4 | Franklin | TN | 37064 | General Purpose | $250 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $1,750 |
| Friends of Franklin Parks - Housing Lot | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $5,000 |
| Friends of the Smithsonian | |||||
| PO Box 37012 MRC 712 | Washington | DC | 20013 | General Purpose | $100 |
| Friends of Warner Parks | |||||
| 50 Vaughn Rd | Nashville | TN | 37221 | General Purpose | $600 |
| Frist Art Museum | |||||
| 919 Broadway | Nashville | TN | 37203 | General Purpose | $750 |
| Harpeth Conservancy | |||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37027 | General Purpose | $250 |
| Heritage Foundation of Williamson | |||||
| 112 Bridge St | Franklin | TN | 37064 | General Purpose | $2,600 |
| Historic Franklin Masonic Hall Fdn | |||||
| 115 2nd Ave S | Franklin | TN | 37064 | General Purpose | $100 |
| Hooves and Paws Animal Rescue | |||||
| 7303 Poindexter Rd | Louisa | VA | 23093 | General Purpose | $30 |
| Humane Society of the US | |||||
| 1255 23rd St NW | Washington | DC | 20037 | General Purpose | $100 |
| International Conservative Caucus Foundation | |||||
| 1125 Old Bridge Road | Amissville | VA | 20106 | General Purpose | $50 |
| The Land Trust for Tennessee | |||||
| 4000 Franklin Pike | Nashville | TN | 37204 | General Purpose | $2,000 |
| Leadership Middle Tennessee Inc | |||||
| 100 Bluegrass Commons Blvd Ste 2370 | Hendersonville | TN | 37075 | General Purpose | $1,500 |
| March of Dimes | |||||
| 1275 Mamaroneck Avenue | White Plains | NY | 10605 | General Purpose | $35 |
| Metro Historical Commission Fdn | |||||
| 3000 Granny White Pike | Nashville | TN | 37204 | General Purpose | $5,000 |
| Mt Hope Hard Bargain | |||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $7,500 |
| Nashville City Cemetary Association (NCCA) | |||||
| 1001 4th Ave S | Nashville | TN | 37203 | General Purpose | $250 |
| Nashville Firefighters Assn Local 140 | |||||
| 100 Arlington Ave | Nashville | TN | 37210 | General Purpose | $56 |
| Nashville Public Radio | |||||
| 630 Mainstream Drive | Nashville | TN | 37228 | General Purpose | $435 |
| Nashville Public Television | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $700 |
| Nashville Repertory Theater | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $300 |
| Orphan Acres | |||||
| 1183 Rothfork Rd | Viola | ID | 83872 | General Purpose | $125 |
| Park Center | |||||
| 186 North 1st Street | Nashville | TN | 37213 | General Purpose | $1,000 |
| Red Hook High School | |||||
| 103 W Market Street | Red Hook | NY | 12571 | General Purpose | $10,000 |
| Rippavilla | |||||
| 5700 Main Street | Spring Hill | TN | 37174 | General Purpose | $100 |
| Saddle Up | |||||
| 1549 Old Hillsboro Road | Franklin | TN | 37069 | General Purpose | $300 |
| Southern Winds Equine Rescue | |||||
| 4447 2nd Rd | Udall | KS | 67146 | General Purpose | $35 |
| Speak Up for Horses | |||||
| PO Box 434 | Falmouth | KY | 41040 | General Purpose | $216 |
| St Joseph's Indian School | |||||
| 1301 N Main Street | Chamberlain | SD | 57325 | General Purpose | $40 |
| Studio Tenn Theater Co | |||||
| 408 Church St | Franklin | TN | 37064 | General PurposeGeneral Purpose | $100 |
| Tennessee Repertory Theatre | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $500 |
| Tennessee Preservation Trust | |||||
| 209 10th Ave S | Nashville | TN | 37203 | General Purpose | $500 |
| Tennessee Sheriff's Association | |||||
| 145 S College St | Lebanon | TN | 37087 | General Purpose | $35 |
| Tennessee State Museum Foundation | |||||
| 1000 Rosa L Parks Blvd | Nashville | TN | 37208 | General Purpose | $3,450 |
| Turning Point Donkey Rescue | |||||
| 216 N Meech Rd | Dansville | MI | 48819 | General Purpose | $100 |
| University of Texas - MD Anderson Cancer Ctr | |||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | General Purpose | $25 |
| Waves | |||||
| 42225 Remington Avenue Ste A-18 | Temecula | CA | 92590 | General Purpose | $150 |
| Wells College | |||||
| 170 Main St | Aurora | NY | 13026 | General Purpose | $1,000 |
| You have the Power | |||||
| 2401 White Avenue | Nashville | TN | 37204 | General Purpose | $500 |
| African American Heritage Foundation | |||||
| 1701 W Muhammad Ali Blvd | Louisville | KY | 40203 | General Purpose | $500 |
| Carter Center | |||||
| 453 John Lewis Freedom Pkwy NE | Atlanta | GA | 30307 | General Purpose | $100 |
| Hard Bargain Organization | |||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,172 | 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 | $21,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,634 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,634 | 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 | $474,163 | 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 | $474,163 | FairMarketValueAmt |
| Received | 2019-09-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Accounting | CategoryTxt |
| Amt | $12,345 | Amt |
| Net Investment Income | $6,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,173 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Morgan Stanley Securities | $808,949 | $808,949 | $844,940 |
| Merrill Lynch Securities | $434,189 | $140,153 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage | $450 | $225 | $225 |
| Bank Fees | $66 | $33 | $33 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MI Annual Report | $20 | $10 | $10 |
| US Treasury | $1,560 | $780 | $780 |