JONATHAN D AND MARK C LEWIS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN D AND MARK C LEWIS FOUNDATION INC (EIN 65-0330579)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349101463
- Schema version
- 2016v3.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:39:20-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 AVE 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 199.66.197.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 93537320173195000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 865C680ECEAFD462E36BDD0FBE19201521EFBE1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C85A0FC8C41ACB4182DF05932DACB2FF3FC4951C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,606,789 | 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 | $3,223,994 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$68,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,761,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $687 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,321,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,884 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,971 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,913 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $951 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,654 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,694 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,402 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,294,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,294,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,498,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,470,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,822,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297,692 | CashBOYAmt |
| Cash EOY | $317,135 | CashEOYAmt |
| Cash EOYFMV | $317,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,220,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,149,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,149,518 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,700,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,139,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,139,515 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,970,136 | CorporateBondsBOYAmt |
| Other Assets EOY | $621 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $621 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,189,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,606,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,606,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,189,204 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,606,789 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,189,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,606,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,189,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,606,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,189,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,822,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $594,764 | OtherIncreasesAmt |
| Subtotal | $11,606,789 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,606,789 | 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 |
| Gross Sales Price | $13,761,327 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,829,553 | CostOrOtherBasisAmt |
| Gain Or Loss | -$68,226 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$68,226 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$68,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,091,104 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,943,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.137352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,083,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,043,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179348 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $323,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,134,133 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $315,621 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,197,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $462,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,106,206 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090507 | DistributionYr5Rt |
| Total Distribution | 0.5207 | TotalDistributionRt |
| Average Distribution | 0.10414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,307,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $969,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,046 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $970,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,470,118 | 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 | $1,046 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,046 | SubtotalAmt |
| Tax Based On Investment Income | $1,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,888 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,888 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,842 | OverpaymentAmt |
| Applied To ES Tax | $2,842 | 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 | Yes (true) | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | ||||||||
| PO Box 517 | Wardensville | WV | 26851 | Board Member | 30.0 | $148,000 | $0 | $0 |
| Mark Zitelli | ||||||||
| 3595 Anchorage Way | Coconut Grove | FL | 33133 | Board Member | 2.0 | $0 | $0 | $0 |
| 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 | $6,010,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,438,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,449,002 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,449,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,307,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,046 | TotalTaxAmt |
| Distributable Before Adj | $464,317 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $464,317 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $464,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,470,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,470,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,046 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,469,072 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,317 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $211,261 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $839,058 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $695,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,825,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,470,118 | QualifyingDistributionsAmt |
| Applied To Current Year | $464,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,005,801 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,831,306 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $211,261 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,620,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,189 | ExcessFromYear4Amt |
| Excess From Year3 | $18,473 | ExcessFromYear3Amt |
| Excess From Year2 | $839,058 | ExcessFromYear2Amt |
| Excess From Year1 | $695,524 | ExcessFromYear1Amt |
| Excess From Current Year | $1,005,801 | 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 (20 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 | General Support | $100,000 |
| Big Brothers Big Sisters of Greater Miami | ||||||
| 701 SW 27th Avenue 800 | Miami | FL | 33135 | PC | General Support | $1,500 |
| Farms Work Wonders | ||||||
| 3595 Anchorage Way | Miami | FL | 33133 | PC | General Support | $487,462 |
| Earthjustice | ||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | PC | General Support | $1,500 |
| International Fund for Animal Welfare Inc | ||||||
| 290 Summer Street | Yarmouth | MA | 02675 | PC | General Support | $1,500 |
| In Defense of Animals | ||||||
| 3010 Kerner Blvd | San Rafael | CA | 94901 | PC | General Support | $1,500 |
| 100Plus Animal Rescue Inc | ||||||
| 300 East Oakland Park Blvd 401 | Wilton Manors | FL | 33334 | PC | General Support | $3,000 |
| Humane Society of Greater Miami Inc | ||||||
| 16101 West Dixie Highway | North Miami Beach | FL | 33160 | PC | General Support | $3,000 |
| Animal Legal Defense Fund | ||||||
| 525 East Cotati Avenue | Cotati | CA | 94931 | PC | General Support | $3,000 |
| Save Animals Facing Extinction | ||||||
| 505 5th Ave Suite 900 | Seattle | WA | 98104 | PC | General Support | $1,500 |
| African Wildlife Foundation | ||||||
| 1400 16th Street NW Ste 120 | Washington | DC | 20036 | PC | General Support | $1,500 |
| Pioneer Works Art Foundation | ||||||
| 159 Pioneer Street | Brooklyn | NY | 11231 | PC | General Support | $50,000 |
| Aspen Community Foundation | ||||||
| 110 East Hallam St Suite 126 | Aspen | CO | 81611 | PC | General Support | $123,000 |
| Arts for Learning Miami Inc | ||||||
| 404 NW 26th Street | Miami | FL | 33127 | PC | General Support | $300,000 |
| Project Yes Inc | ||||||
| 5275 Sunset Drive | Miami | FL | 33143 | PC | General Support | $25,000 |
| Red Brick Council for the Arts | ||||||
| 110 East Hallam St Ste 118 | Aspen | CO | 81611 | PC | General Support | $5,000 |
| The Management Center | ||||||
| 1850 M Street NW Suite 1100 | Washington | DC | 20036 | PC | General Support | $50,000 |
| Aspen Historical Society | ||||||
| 620 W Bleeker Street | Aspen | CO | 81611 | PC | General Support | $10,000 |
| Chabad of South Dade Inc | ||||||
| 3713 Main Hwy | Coconut Grove | FL | 33133 | PC | General Support | $1,000 |
| New Museum of Contemporary Art | ||||||
| 235 Bowrey | New York | NY | 10002 | PC | General Support | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,294,462 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,140 | 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 | -$68,226 | 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 | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,601 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jonathan D Lewis Charitable Lead Tr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3595 Anchorage Way | AddressLine1Txt |
| City | Cocunut Grove | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,223,994 | 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 | $15,884 | Amt |
| Net Investment Income | $3,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,913 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN SHORT DURATION PLUS | $339,963 | $339,963 |
| BERNSTEIN INTERMEDIATE DURATIO | $665,615 | $665,615 |
| PROGRESSIVE CORP-OHIO | $2,890,126 | $2,890,126 |
| ATTACHMENT | $2,243,811 | $2,243,811 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,626 | LegalFeesAmt |
| Disbursements Charitable Prps | $11,626 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| EOY Book Value | $621 | EOYBookValueAmt |
| EOYFMV | $621 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $17,266 | $17,226 | |
| COMPUTER EXPENSE | $5,804 | $1,451 | $4,353 |
| TELEPHONE EXPENSE | $66 | $17 | $49 |
| MISCELLANEOUS EXPENSE | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Accrued Interest Income | $621 | |
| Amortization of Premiums/Discounts | $66 | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $594,764 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $951 | $951 | |
| ANNUAL REPORT TAX EXPENSE | $61 | $61 |