JONATHAN D AND MARK C LEWIS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN D AND MARK C LEWIS FOUNDATION INC (EIN 65-0330579)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349101477
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:04:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APERCEN PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVENUE SUITE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650330579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan D Lewis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIA DE LA VEGA | InCareOfNm |
| Business Name Control | JONA | BusinessNameControlTxt |
| Phone | 3056698990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3595 Anchorage Way | AddressLine1Txt |
| City | Coconut Grove | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN D LEWIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3056698990 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOM M VAN LOBEN SELS | PreparerPersonNm |
| PTIN | P00447955 | PTIN |
| Phone | 6508047100 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.77.204.175 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 93567320193195000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 454275E7C375ACC33DA2C39EF93E7522105124E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C80D476771237007DEBDAF1B822D3240B5BA9EA6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,709,083 | 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 | $7,241,741 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $346,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $337,988 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2 | GrossRentsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $291,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,807,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,089 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,901,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,965 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,469 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $48,735 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,734 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,498 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,569 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $86,558 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,903 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,903 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $547 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $229,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,668,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,668,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,118,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,897,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,783,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,186 | CashBOYAmt |
| Cash EOY | $106,478 | CashEOYAmt |
| Cash EOYFMV | $106,478 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,350,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,035,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,035,612 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $1,575,573 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,575,573 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,022,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,201,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,201,714 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,801,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,018,053 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,018,053 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,837 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,838,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,558 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $665,565 | LandBOYAmt |
| Land EOY | $1,751,814 | LandEOYAmt |
| Land EOYFMV | $1,751,814 | LandEOYFMVAmt |
| Total Assets BOY | $14,921,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,709,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,709,083 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $26,740 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,740 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,921,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,682,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,921,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,682,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,921,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,709,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,921,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,783,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,704,876 | SubtotalAmt |
| Other Decreases | $1,022,533 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,682,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,807,366 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,516,277 | CostOrOtherBasisAmt |
| Gain Or Loss | $291,089 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $291,089 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,089 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,371,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,540,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,469,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,307,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,091,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,943,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137352 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,083,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,043,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.179348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $323,677 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,134,133 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052767 | DistributionYr5Rt |
| Total Distribution | 0.732815 | TotalDistributionRt |
| Average Distribution | 0.146563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,045,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,912,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,917,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,070,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,087 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,087 | SubtotalAmt |
| Tax Based On Investment Income | $5,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,352 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $73,352 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $68,265 | OverpaymentAmt |
| Applied To ES Tax | $68,265 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIA DE LA VEGA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056698990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3595 ANCHORAGE WAY | AddressLine1Txt |
| City | Coconut Grove | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jonathan D Lewis | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | President | 2.0 | $0 | $0 | $0 |
| Dania de la Vega | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | Secretary | 15.0 | $0 | $0 | $0 |
| Paul Yandura | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | Board Member | 30.0 | $144,000 | $0 | $0 |
| Mark Zitelli | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | Board Member | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Homestead Contracting LLC | |||||
| 157 Homestead Lane | ROMNEY | WV | 26757 | Construction | $262,348 |
| Apercen Partners LLC | |||||
| 314 Lytton Avenue Suite 200 | PALO ALTO | CA | 94301 | Accounting | $97,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,204,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,020,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,244,433 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,244,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,045,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $652,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $652,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,087 | TotalTaxAmt |
| Distributable Before Adj | $647,201 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $647,201 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $647,201 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,897,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,172,807 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,070,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,087 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,065,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $647,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $839,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $695,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,005,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,862,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,421,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,070,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $647,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,423,011 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,844,025 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,825,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $839,058 | ExcessFromYear4Amt |
| Excess From Year3 | $695,524 | ExcessFromYear3Amt |
| Excess From Year2 | $1,005,801 | ExcessFromYear2Amt |
| Excess From Year1 | $1,862,158 | ExcessFromYear1Amt |
| Excess From Current Year | $2,423,011 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN D LEWIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 Plus Animal Rescue Inc | ||||||
| 345 East Commercial Blvd | Oakland Park | FL | 33334 | PC | Rescue abandoned dogs and raise awareness for responsible pet ownership | $1,000 |
| A Way Out Inc | ||||||
| PO Box 10825 | Aspen | CO | 81612 | PC | Help disadvantaged youth and adults break the addiction cycle | $10,000 |
| African Wildlife Foundation Inc | ||||||
| 1100 New Jersey Ave SE 900 | Washington | DC | 20003 | PC | Ensure wildlife and wild lands endure in modern Africa | $1,000 |
| Animal Legal Defense Fund | ||||||
| 525 East Cotati Ave | Cotati | CA | 94931 | PC | Protect lives and advance interests of animals through the legal system | $2,500 |
| Arts for Learning Miami Inc | ||||||
| 404 NW 26th St | Miami | FL | 33127 | PC | Advance teaching and learning through the arts and community cultural resources | $299,000 |
| Aspen Center for Evironmental Studies | ||||||
| 100 Puppy Smith St | Aspen | CO | 81611 | PC | Environmental education | $5,000 |
| Aspen Community Foundation | ||||||
| 455 Gold Rivers Ct Suite 515 | Basalt | CO | 81621 | PC | Quality of Life Cancer Fund | $15,000 |
| Aspen Historical Society | ||||||
| 620 W Bleeker | Aspen | CO | 81611 | PC | Classic History Program | $15,000 |
| Aspen Public Radio | ||||||
| 110 E Hallam 134 | Aspen | CO | 81611 | PC | Public radio broadcasting | $365 |
| Aspen Santa Fe Ballet | ||||||
| 0245 Sage Way | Aspen | CO | 81611 | PC | Cultivate and enhance an appreciation of dance | $15,000 |
| Aspen Valley Hospital Foundation | ||||||
| 0401 Castle Creek Rd | Aspen | CO | 81611 | PC | Raise and manage philanthropic support for Aspen Valley Hospital | $5,000 |
| Aspen Valley Ski & Snowboard Club | ||||||
| 300 AVSC Dr | Aspen | CO | 81611 | PC | Provide youth the opportunity to excel through winter sports | $30,000 |
| Big Brothers Big Sisters of Miami | ||||||
| 550 NW 42nd Ave | Miami | FL | 33126 | PC | Scholarship fund | $3,000 |
| Bridging Bionics Foundation | ||||||
| PO Box 3767 | Basalt | CO | 81621 | PC | Educate about robotic exo-skeletons and provide instruction for use and physical therapy | $1,500 |
| Brooklyn Friends School | ||||||
| 375 Pearl St | Brooklyn | NY | 11201 | PC | Celebrate Horizons event | $1,000 |
| Colorado College | ||||||
| 14 E Cache La Poudre St | Colorado Springs | CO | 80903 | PC | Documentary exploration grants | $25,000 |
| EarthJustice | ||||||
| 50 California St | SAn Francisco | CA | 94111 | PC | Protect health, preserve ecosystems and combat climate change | $1,000 |
| Farms Work Wonders | ||||||
| PO Box 517 | Wardensville | WV | 26851 | PC | Operation of nonprofit farm that supports jobs for local youth | $833,057 |
| Humane Society of Greater Miami | ||||||
| 16101 West Dixie Hwy | North Miami Beach | FL | 33160 | PC | Promote responsible pet ownership and finding homes for dogs and cats | $2,500 |
| In Defense of Animals | ||||||
| 3010 Kerner Blvd | SAn Rafael | CA | 94901 | PC | Animal protection organization dedicated to ending animal abuse | $1,000 |
| Little Hill Foundation | ||||||
| Box G | Blairstown | NJ | 07825 | PC | Provide care for those afflicted with chemical addictions | $10,000 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 885 Second Ave 7th Floor | New York | NY | 10017 | PC | Cycle for Survival | $1,500 |
| Mind Springs Inc | ||||||
| 715 Horizon Dr Suite 225 | Grand Junction | CO | 81506 | PC | Provide mental health and addiction recovery care | $5,000 |
| New Museum | ||||||
| 235 Bowery | New York | NY | 10002 | PC | Diversity and Strategic Partnership Initiative | $125,000 |
| New York Live Arts | ||||||
| 219 West 19th St | New York | NY | 10011 | PC | Innovative, movement-based artistry | $10,000 |
| Preservation Hall Foundation | ||||||
| 726 Saint Peter | New Orleans | LA | 70116 | POF | Preserve New Orleans musical traditions | $10,000 |
| Red Brick Council for the Arts | ||||||
| 110 E Hallam 118 | Aspen | CO | 81611 | PC | Build and strengthen community by creating a home for local organizations and the arts | $7,500 |
| Roaring Fork Mountain Bike Association | ||||||
| PO Box 2635 | Aspen | CO | 81612 | PC | Create and sustain the best possible mountain bike trail system in the Roaring Fork Valley | $25,000 |
| Save Animals Facing Extinction | ||||||
| 505 Fifth Ave S 900 | Seattle | WA | 98104 | NC | Drive change at all levels of government to protect earth's most precious wildlife | $1,000 |
| The Management Center | ||||||
| 1920 L St Suite 775 | Washington | DC | 20036 | POF | Help leaders working for social change build and run more effective organizations | $80,000 |
| The Sapling Foundation | ||||||
| 330 Hudson St11th Floor | New York | NY | 10013 | POF | TED Fellows Program | $83,334 |
| University of Hawaii Foundation | ||||||
| 1314 South King St Suite B | Honolulu | HI | 96814 | PC | Cancer Immunotherapy Research Conference Fund | $40,000 |
| Whitney Museum of American Art | ||||||
| 99 Gansevoort St | New York | NY | 10014 | PC | Museum devoted to American Art of the 20th and 21st centuries | $1,000 |
| Wish for Wheels Inc | ||||||
| 8101 E Prentice Ave Suite 800 | Greenwood Village | CO | 80111 | PC | Provide bicycles to low-income children | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,668,256 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,939 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $660,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $660,088 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Jonathan D Lewis | |||||||
| 1 | 3595 Anchorage Way | Cocunut Grove | FL | 33133 | $4,143,335 | Yes (X) | Yes (X) |
| Jonathan D Lewis Charitable Lead Tr | |||||||
| 2 | 3595 Anchorage Way | Cocunut Grove | FL | 33133 | $3,098,406 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $4,123,435 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $97,469 | Amt |
| Net Investment Income | $48,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,734 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FLORIDA DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH THE STATE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AB TAXABLE MULTI SECTOR | BondNm |
| EOY Book Value | $1,018,053 | EOYBookValueAmt |
| EOYFMV | $1,018,053 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $12,201,714 | EOYBookValueAmt |
| EOYFMV | $12,201,714 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,575,573 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,575,573 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST & DIVIDENDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $19,837 | BookValueAmt |
| EOYFMV | $19,837 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,965 | LegalFeesAmt |
| Disbursements Charitable Prps | $31,965 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,022,533 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSE | $7,840 | $7,840 | |
| MISCELLANEOUS | $547 | $547 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $57,498 | Amt |
| Net Investment Income | $57,498 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $19,569 | $19,569 |
| OTHER TAX | $400 |