LEWIS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FOUNDATION (EIN 41-2063101)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349102116
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T13:07:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HIGHWAY SUITE 201 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412063101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 3056629649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MC PA 500 S DIXIE HWY | AddressLine1 |
| Address Line2 | ROOM/SUITE 201 | AddressLine2 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM J LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3056629649 | PhoneNum |
| Signature | 2014-05-09 | 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 | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,343,200 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,039 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $58,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,063 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $918 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,755 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $3,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,397,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,397,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,401,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,400,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,343,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,145 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $292,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,418 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,806,134 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,563,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,157,782 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,098,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,748,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,343,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,098,990 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,748,682 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,098,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,748,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,098,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,748,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,098,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,343,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,049 | OtherIncreasesAmt |
| Subtotal | $2,756,796 | SubtotalAmt |
| Other Decreases | $8,114 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,748,682 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,350,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012909 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,141,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $580,155 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,149,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,221 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,138,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $355,172 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,727,671 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095280 | DistributionYr5Rt |
| Total Distribution | 0.269261 | TotalDistributionRt |
| Average Distribution | 0.053852 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,868,557 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $262,182 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $571 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,753 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,400,388 | 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 | $571 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $571 | SubtotalAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,528 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,528 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,957 | OverpaymentAmt |
| Applied To ES Tax | $4,957 | 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 | CO | 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 |
| Website Address | WWW.GUIDESTAR.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056629649 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HWY SUITE 201 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM J LEWIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 W NORTH STREET | AddressLine1 |
| City | ASPEN | City |
| State | CO | State |
| ZIP Code | 81611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,658,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,942,697 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,942,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,868,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $571 | TotalTaxAmt |
| Distributable Before Adj | $242,857 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,857 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,400,388 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,400,388 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $571 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,399,817 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,857 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $169,176 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $377,208 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $546,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,400,388 | QualifyingDistributionsAmt |
| Applied To Current Year | $242,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,157,531 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,703,915 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $169,176 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,534,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $377,208 | ExcessFromYear3Amt |
| Excess From Current Year | $1,157,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM J LEWIS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MILLARES COMPANY PA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HWY SUITE 201 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056629649 | RecipientPhoneNum |
| Form And Info And Materials | SEE MODEL GRANT APPLICATION FOR THE LEWIS FOUNDATION (FOR INDIVIDUALS) AND MODEL GRANT APPLICATION FOR THE LEWIS FOUNDATION (FOR CHARITABLE ORGANIZATIONS) ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO IRC SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES TO SUPPORT CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN COMMUNITY FOUNDATION | |||||||
| 110 EAST HALLAM ST 126 | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL OPERATING PURPOSE | $390,209 |
| OBERLIN COLLEGE | |||||||
| 50 W LORAIN STREET | OBERLIN | OH | 440741089 | N/A | PUBLIC | GENERAL OPERATING PURPOSE | $853,710 |
| WORLDWATCH INSTITUTE | |||||||
| 1400 16TH ST NW 430 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL OPERATING PURPOSE | $100,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 110 EAST HALLAM ST 126 | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL OPERATING PURPOSE | $7,375 |
| OBERLIN COLLEGE | |||||||
| 50 W LORAIN STREET | OBERLIN | OH | 440741089 | N/A | PUBLIC | GENERAL OPERATING PURPOSE | $46,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,397,633 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,063 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,673 | Amt |
| Net Investment Income | $918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,755 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM J LEWIS | PersonNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROGRESSIVE CORP | $2,418,898 | $4,023,416 |
| GS FLT RT NON-CUM PFD | $44,812 | $36,100 |
| PIMCO EFT TRUST | $50,870 | $50,660 |
| PIMCO TRUST | $48,684 | $47,606 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAXES PAID | Description |
| Amount | $8,114 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR MARKET VALUE DIFFERENCES IN SECURITIES GIFTED | Description |
| Amount | $1,049 | Amount |