JONATHAN D AND MARK C LEWIS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN D AND MARK C LEWIS FOUNDATION INC (EIN 65-0330579)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349101588
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:46:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-12 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.154.207.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 93567320183185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C9038D60D7292C3A20F925DA6B08711444CF1642 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 180FD4EBF60494A75451402D5577C69A67CA1E0A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,921,050 | 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 | $3,516,798 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,923 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $285,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,153,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,967,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,228,139 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,961,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,516,404 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $132,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $67,952 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,832 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,874 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,283 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $66,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,797 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $369,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $239,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,501,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,501,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,870,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,740,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,090,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,449,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $317,135 | CashBOYAmt |
| Cash EOY | $79,186 | CashEOYAmt |
| Cash EOYFMV | $79,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,149,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,350,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,350,724 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,473,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,022,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,022,158 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $665,615 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,801,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,801,355 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,062 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,062 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $665,565 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $665,565 | LandEOYAmt |
| Land EOYFMV | $665,565 | LandEOYFMVAmt |
| Total Assets BOY | $11,606,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,921,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,921,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,606,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,921,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,606,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,921,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,606,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,921,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,606,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,090,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $224,132 | OtherIncreasesAmt |
| Subtotal | $14,921,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,921,050 | 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 | D | HowAcquiredCd |
| Gross Sales Price | $4,967,424 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,739,285 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,228,139 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,228,139 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,228,139 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,469,072 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,307,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.157841 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,091,104 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,943,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,083,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,043,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.179348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,677 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,134,133 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052767 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $315,621 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,197,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060726 | DistributionYr5Rt |
| Total Distribution | 0.588034 | TotalDistributionRt |
| Average Distribution | 0.117607 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,540,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,357,278 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,490 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,391,768 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,406,207 | 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 | $34,490 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,490 | SubtotalAmt |
| Tax Based On Investment Income | $34,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,842 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $57,842 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,352 | OverpaymentAmt |
| Applied To ES Tax | $23,352 | 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 | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| 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 | $132,000 | $0 | $0 |
| Mark Zitelli | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | Board Member | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Apercen Partners LLC | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | Accounting | ServiceTypeTxt |
| Compensation | $50,253 | CompensationAmt |
| 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 | $11,034,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $680,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,062 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,716,537 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,716,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,540,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,490 | TotalTaxAmt |
| Distributable Before Adj | $542,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $544,049 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $544,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,740,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $665,565 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,406,207 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34,490 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,371,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $61,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $839,058 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $695,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,005,801 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,620,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,406,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $544,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,862,158 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,482,203 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,189 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,421,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,473 | ExcessFromYear4Amt |
| Excess From Year3 | $839,058 | ExcessFromYear3Amt |
| Excess From Year2 | $695,524 | ExcessFromYear2Amt |
| Excess From Year1 | $1,005,801 | ExcessFromYear1Amt |
| Excess From Current Year | $1,862,158 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Union Theological Seminary | ||||||
| 3041 Broadway | New York | NY | 10027 | PC | Education of leaders for ministry in churches and related organizations | $100,000 |
| Big Brothers Big Sisters of Greater Miami | ||||||
| 550 NW 42nd Avenue | Miami | FL | 33126 | PC | Enhance single parent and family life by providing children with positive adult role models | $300 |
| Farms Work Wonders | ||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | PC | Nonprofit farm that gives good-paying jobs to local Appalachian youth | $627,339 |
| Earthjustice | ||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | PC | Protect health, preserve ecosystems and combat client change | $1,500 |
| Aspen Santa Fe Ballet | ||||||
| 245 Sage Way | Aspen | CO | 81611 | PC | Cultivate and enhance an understanding and appreciation of dance | $35,000 |
| In Defense of Animals | ||||||
| 3010 Kerner Blvd | San Rafael | CA | 94901 | PC | End animal exploitation, cruelty and abuse | $1,500 |
| 100Plus Animal Rescue Inc | ||||||
| 300 East Oakland Park Boulevard 40 | Wilton Manors | FL | 33334 | PC | Rescue and rehabilitation of abandoned dogs | $1,500 |
| Humane Society of Greater Miami Inc | ||||||
| 16101 West Dixie Highway | North Miami Beach | FL | 33160 | PC | Create a human community in which all companion animals have homes | $3,000 |
| Animal Legal Defense Fund | ||||||
| 525 East Cotati Avenue | Cotati | CA | 94931 | PC | Protect the lives and advance the interests of animals through the legal system | $3,000 |
| Save Animals Facing Extinction | ||||||
| 505 5th Avenue 900 | Seattle | WA | 98104 | NC | Protection of the earth's most precious wildlife by promoting conservation | $1,500 |
| African Wildlife Foundation | ||||||
| 1100 New Jersey Avenue SE 900 | Washington | DC | 20003 | PC | Wildlife conservation in Africa | $1,500 |
| Pioneer Works Art Foundation | ||||||
| 159 Pioneer Street | Brooklyn | NY | 11231 | PC | Experimentation, education and production to foster community | $50,000 |
| Aspen Community Foundation | ||||||
| 455 Cold Rivers Court 515 | Basalt | CO | 81621 | PC | Support nonprofit organizations by connecting donors to community needs | $123,000 |
| Arts for Learning Miami Inc | ||||||
| 404 NW 26th Street | Miami | FL | 33127 | PC | Advancing teaching and learning through art and community cultural resources | $149,500 |
| Project Yes Inc | ||||||
| 5275 Sunset Drive | Miami | FL | 33143 | PC | Suicide prevention and ensuring the healthy development of all youth | $10,000 |
| Aspen Center for Environmental Studies | ||||||
| 100 Puppy Smith Street | Aspen | CO | 81611 | PC | Educating for environmental responsibility | $5,000 |
| The Management Center | ||||||
| 1850 M Street NW 1100 | Washington | DC | 20036 | PC | Instill management practices that make it easier for leaders and organizations to pursue their missions | $50,000 |
| Aspen Historical Society | ||||||
| 620 W Bleeker Street | Aspen | CO | 81611 | PC | Enrichment of community through preserving and communicating its history | $10,000 |
| Chabad of Miami | ||||||
| 3713 Main Hwy | Coconut Grove | FL | 33133 | PC | Support Jewish religious philosophy | $10,000 |
| New Museum of Contemporary Art | ||||||
| 235 Bowery | New York | NY | 10002 | PC | Support new art and new ideas | $135,000 |
| Bridging Bionics Foundation | ||||||
| PO Box 3767 | Basalt | CO | 81621 | PC | Education of the public about bionic exoskeletons | $1,000 |
| Rocky Mountain Children's Resources Camp Wapiyapi | ||||||
| 191 University Blvd Box 294 | Denver | CO | 80206 | PC | Provide a camp experience that fosters friendships, fun and healing outside the hospital | $10,500 |
| Colorado College | ||||||
| 14 E Cache La Poudre Street | Colorado Springs | CO | 80903 | PC | Support of liberal arts education | $25,000 |
| GLSEN | ||||||
| 110 William Street 30th Floor | New York | NY | 10038 | PC | Support the respect of every student regardless of sexual orientation | $25,000 |
| United Jewish Cemeteries | ||||||
| 2749 Mayfield Road | Cleveland Heights | OH | 44106 | SO I | Support of the Mayfield Cemetery | $1,000 |
| New York Live Arts | ||||||
| 219 West 19th Street | New York | NY | 10011 | PC | Explore common values through live gathering and performance | $10,000 |
| Ohio Sled Hockey Inc | ||||||
| 4464 Wrens Nest Drive | New Albany | OH | 43054 | PC | Developing athletes through instruction, encouragement, evaluation and competition | $1,000 |
| Oregon Health & Science University Foundation | ||||||
| 1121 SW Salmon Street 100 | Portland | OR | 97205 | PC | Blood brain barrier research program | $2,500 |
| Save The Chimps | ||||||
| PO Box 12220 | Fort Pierce | FL | 34979 | PC | Permanent sanctuary for the lifelong care of rescued chimpanzees | $14,577 |
| The Gathering Place | ||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | PC | Support the space created to bring people together during pregnancy, birth and early parenting | $7,500 |
| The Sapling Foundation | ||||||
| 330 Hudson Street 11th Floor | New York | NY | 10013 | POF | Support Ted Talk programs | $83,334 |
| World Vision | ||||||
| PO Box 9716 | Federal Way | WA | 98063 | PC | Promote human transformation and seek justice for the poor and oppressed | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,501,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Sapling Foundation | ||||||
| 330 Hudson Street 11th Floor | New York | NY | 10013 | POF | Support TED talk programs | $83,334 |
| Aspen Center For Environmental Studies | ||||||
| 100 Puppy Smith Street | Aspen | CO | 81611 | PC | Educating for environmental responsibility | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $103,334 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,706 | 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 | $1,153,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT FUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,444,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,444,295 | 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 Charitable Lead Tr | |||||||
| 1 | 3595 Anchorage Way | Cocunut Grove | FL | 33133 | $3,023,798 | Yes (X) | |
| Trout Run WV LLC Jonathan D Lewis | |||||||
| 2 | 3595 Anchorage Way | Cocunut Grove | FL | 33133 | $493,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Land | NoncashPropertyDesc |
| Fair Market Value | $493,000 | FairMarketValueAmt |
| Received | 2017-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,832 | Amt |
| Net Investment Income | $12,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,874 | 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 | BERNSTEIN INTERM DURATION | BondNm |
| EOY Book Value | $2,801,355 | EOYBookValueAmt |
| EOYFMV | $2,801,355 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ATTACHMENT | StockNm |
| EOY Book Value | $9,022,158 | EOYBookValueAmt |
| EOYFMV | $9,022,158 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,062 | BookValueAmt |
| EOYFMV | $2,062 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $67,952 | LegalFeesAmt |
| Disbursements Charitable Prps | $67,952 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ANNUAL REPORT | $61 | $61 | |
| COMPUTER | $337 | $253 | $84 |
| TELEPHONE | $603 | $452 | $151 |
| MISCELLANEOUS | $8,049 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of grant funds | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $224,132 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $42,283 | Amt |
| Net Investment Income | $42,283 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $11,797 | $11,797 |
| EXCISE TAX | $55,000 |