JONATHAN D AND MARK C LEWIS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN D AND MARK C LEWIS FOUNDATION INC (EIN 65-0330579)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-31
- IRS object ID
- 201502459349100600
- Schema version
- 2014v5.0
- 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 | 2015-08-31T08:14:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 PA | 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 | 2014-01-01 | 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 | 3056698990 | PhoneNum |
| Signature | 2015-08-24 | 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 | 2015-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,014,428 | 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 | $2,386,958 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $281,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,607,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,156,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,607,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,275,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,888,807 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,142 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $535 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,606 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,977 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,994 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,983 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,728 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,728 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $53,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $714 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $46 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,653 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,069,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,069,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,185,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,112,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,090,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,869,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,470 | CashBOYAmt |
| Cash EOY | $238,044 | CashEOYAmt |
| Cash EOYFMV | $238,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $377,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,614,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,272,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,272,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $529,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,987,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,987,274 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,605,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,014,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,014,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,605,655 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,014,428 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,605,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,014,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,605,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,014,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,605,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,090,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,720 | OtherIncreasesAmt |
| Subtotal | $10,697,989 | SubtotalAmt |
| Other Decreases | $2,683,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,014,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES BARCLAYS 4,735 SHS | P | 2007-06-30 | 2014-07-11 | $499,529 | $497,753 | $1,776 | $1,776 |
| ISHARES MSCI EAFE INDEX 2,525 SHS | P | 2007-06-30 | 2014-07-11 | $170,175 | $163,585 | $6,590 | $6,590 |
| ISHARES RUSSELL 650 SHS | P | 2007-06-30 | 2014-07-11 | $74,779 | $45,489 | $29,290 | $29,290 |
| NORTHERN EMERGING MRKTS 4,016.067 SH | P | 2006-07-25 | 2014-07-15 | $48,655 | $46,911 | $1,744 | $1,744 |
| NORTHERN HGH YLD FXD INC 3,919.55 SH | P | 2007-06-30 | 2014-07-15 | $30,102 | $31,817 | -$1,715 | -$1,715 |
| NORTHERN STOCK INDEX 30,110.316 SHS | P | 2007-06-30 | 2014-07-15 | $735,876 | $502,199 | $233,677 | $233,677 |
| PROGRESSIVE 12,000 SHS | P | 1980-01-01 | 2014-05-27 | $300,567 | $507 | $300,060 | $300,060 |
| PROGRESSIVE 15662 SHS | P | 1980-01-01 | 2014-10-30 | $407,282 | $101 | $407,181 | $407,181 |
| PROGRESSIVE 16536 SHS | P | 1980-01-01 | 2014-10-31 | $435,270 | $7 | $435,263 | $435,263 |
| PROGRESSIVE 40,707 SHS | P | 1980-01-01 | 2014-11-05 | $1,091,053 | $18 | $1,091,035 | $1,091,035 |
| PROGRESSIVE 8,509 SHS | D | 2014-03-25 | 2014-10-30 | $221,272 | $201,633 | $19,639 | $19,639 |
| SPDR S&P MIDCAP 415 SHS | P | 2007-06-30 | 2014-07-11 | $106,400 | $59,075 | $47,325 | $47,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,607,179 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,639 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,677 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,134,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052767 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $315,621 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,197,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $462,149 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,106,206 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,813,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $382,879 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,064,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094192 | DistributionYr5Rt |
| Total Distribution | 0.336267 | TotalDistributionRt |
| Average Distribution | 0.067253 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,043,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $406,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,692 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $435,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,112,526 | 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 | $28,692 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,692 | SubtotalAmt |
| Tax Based On Investment Income | $28,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,936 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,936 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,244 | OverpaymentAmt |
| Applied To ES Tax | $5,500 | AppliedToESTaxAmt |
| Refund | $22,744 | RefundAmt |
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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $5,475,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $659,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,135,221 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,135,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,043,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,692 | TotalTaxAmt |
| Distributable Before Adj | $273,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $273,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $273,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,112,526 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,112,526 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,692 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,083,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $179,975 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $211,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $470,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,112,526 | QualifyingDistributionsAmt |
| Applied To Current Year | $273,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $839,058 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,309,956 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $179,975 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,129,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $211,261 | ExcessFromYear3Amt |
| Excess From Year2 | $61,189 | ExcessFromYear2Amt |
| Excess From Year1 | $18,473 | ExcessFromYear1Amt |
| Excess From Current Year | $839,058 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR EQUAL RIGHT | ||||||||
| 7200 WISONSIN AVE STE 200 | BETHESDA | MD | 20814 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $50,000 | |
| ARTS FOR LEARNINGMIAMI | ||||||||
| 404 NW 26 STREET | MIAMI | FL | 33127 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $226,000 | |
| ASPEN ART MUSEUM | ||||||||
| 637 E HYMAN AVE | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $150,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUD | ||||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 | |
| ASPEN COMMUNITY THEATRE | ||||||||
| PO BOX 743 | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $2,500 | |
| ASPEN HISTORICAL SOCIETY | ||||||||
| 620 W BLEEKER ST | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $3,500 | |
| CAMP WAPIYAPI | ||||||||
| 910 16TH ST 226 | DENVER | CO | 80202 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $100,000 | |
| CHABAD OF SOUTH DADE | ||||||||
| 3713 MAIN HWY | MIAMI | FL | 33133 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $15,000 | |
| FRIENDS OF THE HIGH LINE INC | ||||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $9,000 | |
| LIBERTY HILL FOUNDATION | ||||||||
| 6420 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90048 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $25,000 | |
| MENORAH PARK FOUNDATION | ||||||||
| 27100 CEDAR RD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $2,500 | |
| NEW MUSEUM OF CONTEMPORARY ART | ||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 | |
| NEW YORK LIVE ARTS | ||||||||
| 219 W 19TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $1,000 | |
| NORCAL AIDS CYCLE | ||||||||
| PO BOX 161934 | SACRAMENTO | CA | 95816 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $1,500 | |
| PIONEER WORKS ART FOUNDATION | ||||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $25,000 | |
| RED BRICK CENTER FOR THE ARTS | ||||||||
| 110 E HALLAM ST 118 | ASPEN | CO | 81611 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 | |
| THE GATHERING PLACE | ||||||||
| 5810 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $5,000 | |
| THE MANAGEMENT CENTER | ||||||||
| 1710 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $175,000 | |
| THE NICHOLAS BLANCO FOUNDATION | ||||||||
| 22838 ARBOR VIEW DRIVE | ASHBURN | VA | 20148 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $600 | |
| TEMPLE TIFERETH-ISRAEL | ||||||||
| 26000 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $100,000 | |
| THE SAPLING FOUNDATION | ||||||||
| 250 HUDSON ST STE 1002 | NEW YORK | NY | 10013 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $83,333 | |
| THIRD WAY INSTITUTE | ||||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $50,000 | STE 501 |
| YES INSTITUTE | ||||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | N/A | PUBLIC | UNRESTRICTED GENERAL USE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,069,933 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,607,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,888,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,888,807 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JONATHAN D LEWIS CHARITABLE LEAD TR | |||||||
| 1 | 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | $2,220,958 | Yes (X) | Yes (X) |
| JONATHAN D LEWIS CLAT | |||||||
| 2 | 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | $166,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,509 SHS PROGRESSIVE | NoncashPropertyDesc |
| Fair Market Value | $215,958 | FairMarketValueAmt |
| Received | 2014-06-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,977 | Amt |
| Net Investment Income | $1,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,983 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FUNDS BD | ||
| MFB NORTHERN HIGH YIELD FIXED INCOME | ||
| MFC ISHARES 1-3 YEAR CREDIT BOND | ||
| ALLY BANK | $229,946 | $229,946 |
| AMER EXPRSS CNTRN B | $65,263 | $65,263 |
| AMER EXPRSS CNTRN | $179,988 | $179,988 |
| B M W BK NORTH A | $95,180 | $95,180 |
| B M W BK NORTH AM | $95,106 | $95,106 |
| BANK BARODA NY B | $50,013 | $50,013 |
| BANK OF CHINA NY | $125,053 | $125,053 |
| BARCLAYS BANK DE | $94,987 | $94,987 |
| BARCLAYS BANK PL | $49,795 | $49,795 |
| BARCLAYS BANK PL | $99,845 | $99,845 |
| BMW BANK NO AMERI | $55,233 | $55,233 |
| CAPITAL ONE BANK | $231,415 | $231,415 |
| CIT BANK | $230,838 | $230,838 |
| COMENITY CAP BK | $158,896 | $158,896 |
| DISCOVER BK | $90,088 | $90,088 |
| EVERBANK | $155,116 | $155,116 |
| GE CAPITAL BANK | $248,985 | $248,985 |
| GOLDMAN SACHS BK | $95,469 | $95,469 |
| GOLDMAN SACHS BK | $119,071 | $119,071 |
| SALLIE MAE BANK | $55,089 | $55,089 |
| SALLIE MAE BANK | $93,928 | $93,928 |
| SALLIE MAE BANK | $95,694 | $95,694 |
| STATE BK OF INDI | $222,228 | $222,228 |
| SYNCHRONY BANK | $50,048 | $50,048 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN EMERGING MARKETS | ||
| MFB NORTHERN FUNDS STK INDEX FD | ||
| MFC MIDCAP SPDR TR UNIT SER 1 | ||
| MFC ISHARES TR MSCI EAFE INDEX | ||
| MFC ISHARES TR RUSSELL 2000 | ||
| PROGRESSIVE CORP OHIO | $2,197,310 | $2,197,310 |
| DFA COMMODITY STRATEGY | $97,316 | $97,316 |
| DFA EMERGING MARKETS CORE | $182,898 | $182,898 |
| DFA INTL CORE EQTY PORT | $112,110 | $112,110 |
| DFA INTL REAL ESTATE | $41,318 | $41,318 |
| DFA INTL SMALL CAP VALUE | $227,502 | $227,502 |
| DFA INTL VALUE III PORT | $211,598 | $211,598 |
| DFA LARGE CAP VALUE III | $156,655 | $156,655 |
| DFA REAL ESTATE | $63,648 | $63,648 |
| DFA US CORE EQTY 2 PORT | $503,135 | $503,135 |
| DFA US SMALL CAP VALUE | $479,492 | $479,492 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,142 | LegalFeesAmt |
| Net Investment Income | $535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,606 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,683,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $250 | $63 | $187 |
| BANK CHARGES & INVESTMENT FEE | $8,439 | $2,110 | $6,329 |
| OFFICE EXPENSE | $37 | $9 | $28 |
| PROFESSIONAL FEES | $36,000 | $9,000 | $27,000 |
| MISCELLANEOUS | $1,885 | $471 | $1,414 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDEND INCOME ON BOOKS NOT ON TAX RETURN | $700 |
| FMV DIFFERENCE IN GIFTED SECURITIES | $1,020 |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $699 | $699 | |
| ANNUAL REPORT | $61 | $15 | $46 |
| INCOME TAX | $53,000 |