JONATHAN D AND MARK C LEWIS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN D AND MARK C LEWIS FOUNDATION INC (EIN 65-0330579)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349100742
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T08:56:52-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650551936 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HIGHWAY SUITE 201 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| 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 | 3055296999 | PhoneNum |
| Signature | 2016-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA R MILLARES CPA | PreparerPersonNm |
| PTIN | P01413925 | PTIN |
| Phone | 3056629649 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,189,204 | 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 | $1,882,264 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $151,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,347 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,081,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,860 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,535 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,884 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,651 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,494 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,481 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,043 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $46 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $981,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $981,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,128,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,091,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $952,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,158 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,044 | CashBOYAmt |
| Cash EOY | $297,692 | CashEOYAmt |
| Cash EOYFMV | $297,692 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $516,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,220,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,220,418 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,272,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,700,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,700,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,987,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,970,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,970,136 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,014,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,189,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,189,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,014,428 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,189,204 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,014,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,014,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,189,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,014,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $952,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226,458 | OtherIncreasesAmt |
| Subtotal | $9,193,204 | SubtotalAmt |
| Other Decreases | $4,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF BARODA | P | 2014-12-11 | 2015-02-26 | $50,000 | $50,008 | -$8 | -$8 |
| BANK OF CHINA, LTD. | P | 2014-12-10 | 2015-05-06 | $124,893 | $124,923 | -$30 | -$30 |
| DISCOVER BANK | P | 2014-08-04 | 2015-08-06 | $90,000 | $90,020 | -$20 | -$20 |
| EVERBANK | P | 2014-12-10 | 2015-12-16 | $155,000 | $155,020 | -$20 | -$20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,083,834 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,043,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $323,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,134,133 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $315,621 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,197,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,106,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,813,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038075 | DistributionYr5Rt |
| Total Distribution | 0.421423 | TotalDistributionRt |
| Average Distribution | 0.084285 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,943,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $669,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $671,159 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,091,104 | 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 | $1,612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,612 | SubtotalAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,888 | OverpaymentAmt |
| Applied To ES Tax | $3,888 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIA DE LA VEGA | IndividualWithBooksNm |
| 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 | 2.00 | $0 | $0 | $0 |
| DANIA DE LA VEGA | ||||||||
| 10260 SW 93RD TERRACE | MIAMI | FL | 33176 | SECRETARY | 15.00 | $0 | $0 | $0 |
| PAUL YANDURA | ||||||||
| 2122 P STREET NW SUITE 303 | WASHINGTON | DC | 20037 | BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| MARK ZITELLI | ||||||||
| 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT & YANDURA CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2122 P STREET NW SUITE 303 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL | ServiceTypeTxt |
| Compensation | $96,000 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,597,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $467,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,064,812 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,064,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,943,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,612 | TotalTaxAmt |
| Distributable Before Adj | $395,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $395,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $395,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,091,104 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,091,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,612 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,089,492 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,580 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $211,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,473 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $839,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,129,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,091,104 | QualifyingDistributionsAmt |
| Applied To Current Year | $395,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $695,524 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,825,505 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,825,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $211,261 | ExcessFromYear4Amt |
| Excess From Year3 | $61,189 | ExcessFromYear3Amt |
| Excess From Year2 | $18,473 | ExcessFromYear2Amt |
| Excess From Year1 | $839,058 | ExcessFromYear1Amt |
| Excess From Current Year | $695,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN D LEWIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JONATHAN D LEWIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 3056698990 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE EXCEPT AS SPECIFIED IN IRC SEC. 501 (C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WAY OUT | |||||||
| PO BOX 10825 | ASPEN | CO | 81612 | N/A | PUBLIC | UNRESITRICTED GENERAL USE | $10,000 |
| AID FOR AIDS | |||||||
| 515 GREENWICH STREET | NEW YORK | NY | 10013 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $2,500 |
| ARTS FOR LEARNINGMIAMI | |||||||
| 404 NW 26 STREET | MIAMI | FL | 33127 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $318,500 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 110 EAST HALLAM STREET | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $106,000 |
| ASPEN HISTORICAL SOCIETY | |||||||
| 620 W BLEEKER ST | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 |
| BRIDGING BIONICS | |||||||
| PO BOX 3767 | BASALT | CO | 81621 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $10,000 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE 1300 | CLEVELAND | OH | 44115 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $10,000 |
| FRIENDS OF HOSPITAL ALBERT SCHWEITZ | |||||||
| 6739 REYNOLDS STREET | PITTSBURGH | PA | 15206 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $10,000 |
| HOME CARE OF THE GRAND VALLEY | |||||||
| PO BOX 2358 | GRAND JUNCTION | CO | 81502 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1131 NORTH 21ST STREET | GRAND JUNCTION | CO | 81501 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $1,000 |
| MADISON SQUARE PARK | |||||||
| 11 MADISON AVE 15FL | NEW YORK | NY | 10010 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 |
| POINT FOUNDATION | |||||||
| PO BOX 60108 | LOS ANGELES | CA | 90060 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $25,000 |
| PRIDELINES YOUTH SERVICES | |||||||
| PO BOX 14340 | MIAMI | FL | 33101 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $750 |
| THE MANAGEMENT CENTER | |||||||
| 1710 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $50,000 |
| THE SAPLING FOUNDATION | |||||||
| 250 HUDSON ST STE 1002 | NEW YORK | NY | 10013 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $117,335 |
| WAPIYAPI | |||||||
| 191 UNIVERSITY BLVD 294 | DENVER | CO | 80206 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 |
| WOMEN MAKE MOVIES | |||||||
| 115 W 29TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $981,085 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,860 | 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 |
|---|---|---|---|---|---|---|
| JONATHAN D LEWIS CHARITABLE LEAD TR | ||||||
| 1 | 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | $1,866,389 | Yes (X) |
| THE PBL FUND | ||||||
| 2 | C/O MC 500 S DIXIE HWY STE 201 | CORAL GABLES | FL | 33146 | $15,875 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,975 | Amt |
| Net Investment Income | $5,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,481 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY BANK | $230,768 | $230,768 |
| AMER EXPRSS CNTRN B | $65,627 | $65,627 |
| AMER EXPRSS CNTRN | $182,146 | $182,146 |
| B M W BK NORTH A | ||
| B M W BK NORTH AM | ||
| BANK BARODA NY B | ||
| BANK OF CHINA NY | ||
| BARCLAYS BANK DE | $95,959 | $95,959 |
| BARCLAYS BANK PL | $49,955 | $49,955 |
| BARCLAYS BANK PL | $100,868 | $100,868 |
| BEAL BANK USA | $239,996 | $239,996 |
| BMW BANK NO AMERI | $95,479 | $95,479 |
| BMW BANK NO AMERI | $95,113 | $95,113 |
| BMW BANK NO AMERI | $55,465 | $55,465 |
| CAPITAL ONE BANK | $230,830 | $230,830 |
| CIT BANK | $230,981 | $230,981 |
| COMENITY CAP BK | $160,165 | $160,165 |
| DISCOVER BK | ||
| EVERBANK | ||
| FIDELITY BANK | $149,999 | $149,999 |
| GE CAPITAL BANK | $250,487 | $250,487 |
| GOLDMAN SACHS BK | $96,553 | $96,553 |
| GOLDMAN SACHS BK | $118,446 | $118,446 |
| SALLIE MAE BANK | $55,745 | $55,745 |
| SALLIE MAE BANK | $95,317 | $95,317 |
| SALLIE MAE BANK | $95,416 | $95,416 |
| STATE BK OF INDI | $224,201 | $224,201 |
| SYNCHRONY BANK | $50,620 | $50,620 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROGRESSIVE CORP OHIO | $2,588,902 | $2,588,902 |
| DFA COMMODITY STRATEGY | $92,675 | $92,675 |
| DFA EMERGING MARKETS CORE | $186,282 | $186,282 |
| DFA INTL CORE EQTY PORT | $120,497 | $120,497 |
| DFA INTL REAL ESTATE | $39,822 | $39,822 |
| DFA INTL SMALL CAP VALUE | $249,225 | $249,225 |
| DFA INTL VALUE III PORT | $217,233 | $217,233 |
| DFA LARGE CAP VALUE III | $164,002 | $164,002 |
| DFA REAL ESTATE | $65,709 | $65,709 |
| DFA US CORE EQTY 2 PORT | $511,379 | $511,379 |
| DFA US SMALL CAP VALUE | $465,232 | $465,232 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,535 | LegalFeesAmt |
| Net Investment Income | $1,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,651 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE DONATIONS | Desc |
| Amt | $4,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES & INVESTMENT FEE | $18,682 | $4,671 | $14,011 |
| OFFICE EXPENSE | $533 | $133 | $400 |
| PROFESSIONAL FEES | $96,000 | $24,000 | $72,000 |
| MISCELLANEOUS | $1,625 | $406 | $1,219 |
| TELEPHONE EXPENSE | $282 | $71 | $211 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $203,714 |
| INCOME TAX REFUND ON BOOKS | $22,744 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN D LEWIS CLAT | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,028 | $1,028 | |
| ANNUAL REPORT | $61 | $15 | $46 |