T W LEWIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- T W LEWIS FOUNDATION (EIN 86-0989236)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102013
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:44:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850203431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDW LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 HORIZON BLVD NE 401 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860989236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TW LEWIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWLE | BusinessNameControlTxt |
| Phone | 4807684958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE RD 230 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LEWIS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4807684958 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE S FRIDLEY CPA | PreparerPersonNm |
| PTIN | P00380605 | PTIN |
| Phone | 5059983200 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,183,302 | 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 | $7,447 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,503 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,503 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $464,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $464,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,892,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,731 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $559,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $551,983 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $345,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $345,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $86,786 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,786 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,392 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,187 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,524 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,524 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,529 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $788,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $784,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,405,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,405,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,193,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,190,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,634,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $548,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,827 | CashBOYAmt |
| Cash EOY | $64,828 | CashEOYAmt |
| Cash EOYFMV | $64,828 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $448,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $448,153 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $9,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,609,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,661,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,661,321 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,803,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,183,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,183,302 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,334 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,334 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,793,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,174,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,803,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,183,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,793,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,634,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,820 | OtherIncreasesAmt |
| Subtotal | $10,174,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,174,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD - ST TRANSACTIONS | PropertyDesc |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $4,892,240 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,823,509 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,731 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,731 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,731 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,201 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,201 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,577 | OverpaymentAmt |
| Applied To ES Tax | $3,577 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TWLEWISFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W LEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808200807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE RD 230 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS LEWIS SR | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JANET LEWIS | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN JACKSON | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | TREASURER | 1.00 | $0 | $0 | $0 |
| NICOLE HOPLIN | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY BEER | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANA FINGLETON | ||||||||
| 6720 N SCOTTSDALE ROAD STE 230 | SCOTTSDALE | AZ | 85253 | DIRECTOR | 4.00 | $14,000 | $2,294 | $3,815 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE SMITH | ||||||||
| 6720 N SCOTTSDALE RD 230 | SCOTTSDALE | AZ | 85253 | EXECUTIVE DIRECTOR | 32.00 | $192,000 | $31,327 | $5,520 |
| MICHELLE ARNDT | ||||||||
| 6720 N SCOTTSDALE RD 230 | SCOTTSDALE | AZ | 85253 | FOUNDATION COORDINAT | 32.00 | $115,200 | $11,034 | $5,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE T.W. LEWIS FOUNDATION MAKES NO PROGRAM RELATED INVESTMENTS. NO DIRECT CHARITABLE ACTIVITIES ARE CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATIVE EXPENSES INCURRED IN CONNECTION WITH OUR TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCATED TO THE INVESTMENT ACTIVITIES OF THE FOUNDATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,873,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,392,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,392,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,221,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $561,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $561,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,624 | TotalTaxAmt |
| Distributable Before Adj | $553,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,190,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,190,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $720,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,361,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,750,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,282,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,056,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,171,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,190,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $553,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,636,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,808,223 | 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 | $720,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,087,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,361,273 | ExcessFromYear4Amt |
| Excess From Year3 | $3,750,951 | ExcessFromYear3Amt |
| Excess From Year2 | $1,282,128 | ExcessFromYear2Amt |
| Excess From Year1 | $2,056,721 | ExcessFromYear1Amt |
| Excess From Current Year | $2,636,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS LEWIS SR | ContributingManagerNm |
| Contributing Manager | JANET LEWIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARITABLE COMMITTEE CO TW LEWIS CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE RD STE 230 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4808200807 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MAY BE SUBMITTED IN ANY FORM. APPLICATIONS SHOULD INCLUDE INFORMATION THE APPLICANTS DEEM APPROPRIATE FOR SUCH GRANTS, CONTRIBUTIONS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO 501(C)(3) ORGANIZATIONS THAT PROVIDE PROGRAMS AND ACTIVITIES WHICH IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN NEED, WITH A SPECIAL FOCUS ON THE NEEDS AND EDUCAITON OF CHILDREN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| AMERICA FIRST POLICY INSTITUTE | ||||||||
| PO BOX 2646 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| AMERICAN PHILANTHROPIC | ||||||||
| 651 VALLEY ROAD | HOCKESSIN | DE | 19707 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| AMERICAN STUDIO | ||||||||
| 5114 POINT FOSDICK DR | GIG HARBOR | WA | 98335 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION | ||||||||
| 1645 E MISSOURI AVE STE 450 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL PURPOSE | $60,000 | |
| ARIZONA HELPING HANDS | ||||||||
| 7850 E GELDING DR 500 | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| BALLET ARIZONA | ||||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CENTER FOR THE RIGHTS OF ABUSED CHILDREN | ||||||||
| 3900 E CAMELBACK ROAD 300 | PHOENIX | AZ | 85018 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| CHAMA PEAK LAND ALLIANCE | ||||||||
| PO BOX 5701 | PAGOSA SPRINGS | CO | 81147 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CHILDREN'S MUSEUM OF PHOENIX | ||||||||
| 215 N 7TH STREET | PHOENIX | AZ | 85034 | NONE | PC | WIC PROGRAM | $25,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE | ||||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| DALLAS THEOLOGICAL SEMINARY | ||||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| DESERT BOTANICAL GARDENS | ||||||||
| 1201 N GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | GENERAL PURPOSE | $36,000 | |
| DREAM CITY CHURCH | ||||||||
| 13613 NCAVE CREEK RD | PHOENIX | AZ | 85022 | NONE | PC | GENERAL PURPOSE | $31,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE RD NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| FRESH START | ||||||||
| 1130 E MCDOWELL R | PHOENIX | AZ | 85006 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| FRIENDS OF PUBLIC RADIO ARIZONA (KJZZ) | ||||||||
| 2323 W 14TH ST | TEMPE | AZ | 85281 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FUTURE FOR KIDS | ||||||||
| 1425 W SOUTHERN AVE 10A | TEMPE | AZ | 85282 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| GILBERT CHRISTIAN SCHOOLS | ||||||||
| 1040 S GILBERT RD SUITE 200 | GILBERT | AZ | 85296 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| NEW LIFE CENTER | ||||||||
| PO BOX 5005 | GOODYEAR | AZ | 85338 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| PHOENIX RESCUE MISSION | ||||||||
| PO BOX 6708 | PHOENIX | AZ | 850056708 | NONE | PC | GENERAL PURPOSE | $70,000 | |
| SANDRA DAY O'CONNOR INSTITUTE | ||||||||
| PO BOX 4425 | PHOENIX | AZ | 85030 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| ST VINCENT DE PAUL | ||||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | NONE | PC | GENERAL PURPOSE | $110,000 | |
| TGEN FOUNDATION | ||||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $600 | |
| THE FOSTER ALLIANCE | ||||||||
| 3110 E THUNDERDIRD RD STE 100 | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| VALLEYWISE | ||||||||
| 2601 E ROOSEVELT ST | PHOENIX | AZ | 85008 | NONE | PC | GENERAL PURPOSE | $100,600 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DR SUITE 600 | RESTON | VA | 201911556 | NONE | PC | GENERAL PURPOSE | $60,000 | |
| YOUNG LIFE ARIZONA | ||||||||
| 1130 E MISSOURI AVE STE 404 | PHOENIX | AZ | 850142724 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| GRACE CHRISTIAN ACADEMY | ||||||||
| PO BOX 88 | REPUBLIC | WA | 99166 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HEARD MUSEUM | ||||||||
| 2301 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FORGE LEADERSHIP NETWORK | ||||||||
| 707 MIAMISBURG-CENTERVILLE RD 202 | DAYTON | OH | 45459 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PHOENIX CHRISTIAN PREPARATORY SCHOOL | ||||||||
| 1751 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85015 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LEXINGTON RESCUE MISSION | ||||||||
| 535 WEST SECOND STREET | LEXINGTON | KY | 40508 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PHOENIX CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 2929 E CAMELBACK ROAD SUITE 122 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| STEELE CHILDREN'S RESEARCH CENTER (PANDA) | ||||||||
| 1501 N CAMPBELL AVE | TUSCON | AZ | 85724 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LITERARY SOCIETY OF THE SOUTHWEST | ||||||||
| 4980 S ALMA SCHOOL RD STE A2-510 | CHANDLER | AZ | 85248 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WOMEN'S BOARD OF THE BNF | ||||||||
| 2910 N 3RD AVE SUITE 450 | PHOENIX | AZ | 85013 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PHOENIX ART MUSEUM | ||||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $1,550 | |
| AMERICAN CORNERSTONE INSTITUTE | ||||||||
| 50 F STREET NW SUITE 530 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HOMELESS YOUTH CONNECTION | ||||||||
| 995 N ELISEO FELIX JR WAY SUITE 2 | AVONDALE | AZ | 85323 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| HOPE & A FUTURE | ||||||||
| 909 W MCDOWELL RD | PHOENIX | AZ | 85007 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| HOPE WOMEN'S CENTER | ||||||||
| 3647 N 3RD AVE SUITE 1 | PHOENIX | AZ | 85013 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| COMMUNIO | ||||||||
| 5901 KINGSTOWNE VILLAGE PARKWAY | ALEXANDRIA | VA | 22315 | NONE | PC | GENERAL PURPOSE | $15,000 | SUITE 102 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 2000 PENNSYLVANIA AVE NW SUITE 250 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| TENEO | ||||||||
| 280 PARK AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SUSAN B ANTHONY PRO-LIFE AMERICA | ||||||||
| 2800 SHIRLINGTON ROAD SUITE 1200 | ARLINGTON | VA | 22206 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| ADVANCING AMERICAN FREEDOM | ||||||||
| 47 SOUTH PENNSYLVANIA STREET SUITE | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL PURPOSE | $50,000 | 201 |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | ||||||||
| 2900 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| UNC KENAN-FLAGLER BUSINESS SCHOOL | ||||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 WEST CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | GENERAL PURPOSE | $400,000 | |
| VALLEY CHRISTIAN SCHOOLS | ||||||||
| 6900 WEST GALVESTON STREET | CHANDLER | AZ | 85226 | NONE | PC | GENERAL PURPOSE | $30,519 | |
| SCOTTSDALE CHRISTIAN ACADEMY | ||||||||
| 14400 NORTH TATUM BLVD | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| NORTHWEST CHRISTIAN SCHOOL | ||||||||
| 16401 NORTH 43RD AVENUE | PHOENIX | AZ | 85053 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,405,269 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,503 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $464,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,731 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $551,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $551,983 | TotalIncomeProducingActyAmt |
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 | THOMAS LEWIS SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE ROAD STE 230 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,447 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,661,321 | EOYBookValueAmt |
| EOYFMV | $9,661,321 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $3,529 | $3,529 | $0 | $0 |
| SOCIAL MEDIA | $13,880 | $0 | $0 | $13,880 |
| RECRUITING | $9,150 | $0 | $0 | $9,150 |
| OCCUPANCY & OVERHEAD ALLOCATIONS | $253,614 | $0 | $0 | $253,614 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $15,820 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOPLIN JACKSON FEES | CategoryTxt |
| Amt | $33,392 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,392 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $15,187 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,187 | DisbursementsCharitablePrpsAmt |