M B LEWIS CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- M B LEWIS CHARITABLE FOUNDATION (EIN 52-1557778)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-06
- IRS object ID
- 202610409349100401
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-06T13:20:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521557778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The MB Lewis Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBLE | BusinessNameControlTxt |
| Phone | 2404299406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 VEAZEY TER NW APT 306 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | myron bruce lewis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2404299406 | PhoneNum |
| Signature | 2026-02-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $667,019 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,080 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,965 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $75,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,080 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $200 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,200 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $122 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $35 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $357 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $357 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,671 | CashBOYAmt |
| Cash EOY | $37,827 | CashEOYAmt |
| Cash EOYFMV | $37,827 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $419,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $413,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $629,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $485,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $667,019 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $485,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $450,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $450,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $450,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,281 | ExcessRevenueOverExpensesAmt |
| Subtotal | $462,539 | SubtotalAmt |
| Other Decreases | $11,553 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $450,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|
| Public Traded Securities | $16,445 | $0 | $0 | $16,445 | $16,445 | |||
| CXT-1,023 shares | $60,004 | $0 | $10,484 | $49,520 | $49,520 | P | 2007-06-04 | 2025-01-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,965 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $998 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $998 | SubtotalAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,250 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $252 | OverpaymentAmt |
| Applied To ES Tax | $252 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | DC | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | n a | WebsiteAddressTxt |
| Individual With Books | Bill Levenson | IndividualWithBooksNm |
| Phone | 2023525659 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 VEAZEY TER NW | AddressLine1Txt |
| Address Line2 | APT 306 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| m bruce lewis | |||||||||
| 6060 Calif Circle | 406 | Rockville | MD | 20852 | Pres. | 2.00 | $0 | $0 | $0 |
| Sandy Roskes | |||||||||
| 3008 Ordway Street NW | Washington | DC | 20008 | vp | 1.00 | $0 | $0 | $0 | |
| Bill Levenson | |||||||||
| 3001 Veazey Terrace NW | Apt 306 | Washington | DC | 20008 | Sec. Treas. | 2.00 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $610,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $662,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $662,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $652,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $998 | TotalTaxAmt |
| Distributable Before Adj | $31,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,630 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,604 | 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 | $95,604 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,759 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $172,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,793 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $492,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,630 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,759 | ExcessFromYear4Amt |
| Excess From Year3 | $172,350 | ExcessFromYear3Amt |
| Excess From Year2 | $60,793 | ExcessFromYear2Amt |
| Excess From Year1 | $93,513 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ner Tamid | |||||||||||||
| 6214 Pimlico Road | Baltimore | MD | 21209 | No Relationship | PC | General Programs | $10,000 | ||||||
| Adas Israel Cong | |||||||||||||
| 2850 Quebec Street NW | Washington | DC | 20008 | No Relationship | PC | General Programs | $30,484 | ||||||
| Ahavas Yisroel Charity Fund | |||||||||||||
| 115 Sudbrook Lane | Pikesville | MD | 21208 | No Relationship | PC | General Programs | $500 | Suite E | |||||
| Feeding America | |||||||||||||
| 161 N Clark Street | Chicago | IL | 60601 | No Relationship | PC | General Programs | $642 | ||||||
| Woodside Synagogue Ahav Torah | |||||||||||||
| 9001 Georgia Avenue | Silver Spring | MD | 20910 | No Relationship | PC | General Programs | $5,000 | ||||||
| PEF Israel Funds | |||||||||||||
| 630 3rd Ave 15th | New York | NY | 10017 | No Relationship | PC | General Programs | $500 | ||||||
| Beth Shalom Cong | |||||||||||||
| 11825 Seven Locks Road | Potomac | MD | 20854 | No Relationship | PC | General Programs | $852 | ||||||
| Capital Jewish Museum | |||||||||||||
| 575 3rd Street NW | Washington | DC | 20001 | No Relationship | PC | For General Programs | $100 | Apt 304 | |||||
| Sol Schechter Day School | |||||||||||||
| 125 Wells Avenue | Newton | MA | 02459 | No Relationship | PC | General Programs | $1,100 | ||||||
| Hebrew Institute of Riverdale | |||||||||||||
| 3700 Henry Hudson Pkway | Bronx | NY | 10463 | No Relationship | PC | General Programs | $1,240 | ||||||
| Best Buddies Intl | |||||||||||||
| 100 SE 2nd Street | Miami | FL | 33131 | No Relationship | PC | General Programs | $1,092 | 2200 | |||||
| Friendship Circle of Md DC | |||||||||||||
| 10500 Burbank Drive | Potomac | MD | 20854 | No Relationship | PC | General Programs | $900 | ||||||
| The Torah and Nature Foundation | |||||||||||||
| 1901 Ave of the Stars | Los Angeles | CA | 90067 | No Relationship | PC | General Programs | $900 | 1060 | |||||
| Jewish Federation of Gr Wash | |||||||||||||
| 6101 Executive Blvd | North Bethesda | MD | 20852 | No Relationship | PC | General Programs | $500 | 200 | |||||
| Associated Jewish Fedof Baltimore | |||||||||||||
| 5750 Park Hights Ave | Baltimore | MD | 21215 | No Relationship | PC | General Programs | $500 | ||||||
| Bnai Israel Congregation | |||||||||||||
| 6301 Montrose Road | Rockville | MD | 20852 | No Relationship | PC | General Programs | $3,971 | ||||||
| Edlav DCJCC | |||||||||||||
| 1529 16th Street NW | Washington | DC | 20036 | No Relationship | PC | General Programs | $1,460 | ||||||
| Jewish National Fund | |||||||||||||
| 42 E 69th Street | New York | NY | 10021 | No Relationship | PC | General Programs | $432 | ||||||
| Jewish Collab of Orange County | |||||||||||||
| 2913 El Camio Real | Tusin | CA | 92782 | No Relationship | PC | General Programs | $1,800 | 701 | |||||
| Milton Gottesman Jewish Day School | |||||||||||||
| 6045 16th Street NW | Washington | DC | 20011 | No Relationship | PC | General Programs | $11,000 | ||||||
| Friends of the IDF | |||||||||||||
| P O Box 4224 | New York | NY | 10163 | No Relationship | PC | General Programs | $100 | ||||||
| National Ramah Commission | |||||||||||||
| 3080 Broadway | New York | NY | 10027 | No Relationship | PC | General Programs | $10,000 | ||||||
| American Friends of Magen David | |||||||||||||
| 20 W 36th Street | New York | NY | 100189784 | No Relationship | PC | General Programs | $346 | 1100 | |||||
| Park Avenue Synaoguge | |||||||||||||
| 50 E 87th Street | New York | NY | 10128 | No Relationship | PC | General Programs | $500 | ||||||
| Hadar Institute | |||||||||||||
| 210 W 93rd Street | New York | NY | 10025 | No Relationship | PC | General Programs | $500 | ||||||
| Camp Ramah NE | |||||||||||||
| 1206 Boston Providence Highway | Norwood | MA | 02062 | No Relationship | PC | General Programs | $500 | 201 | |||||
| Center for Jewish History | |||||||||||||
| 15 West 16th Street | New York | NY | 10011 | No Relationship | PC | General Program | $400 | ||||||
| Yad Yehudah of Wash | |||||||||||||
| 9601 Colesville Road | Silver Spring | MD | 20901 | No Relationship | PC | General Programs | $100 | ||||||
| Tamir Foundation | |||||||||||||
| No Relationship | PC | General Programs | $267 | 11 Nadolny Sachs Private | Ottowa | Ontario | CA | K2A 2E1 | |||||
| Deborah Project | |||||||||||||
| POB 212 | Merion Station | PA | 19066 | No Relationship | PC | General Programs | $1,080 | ||||||
| AFINS Warrior Care Buddy | |||||||||||||
| PO Box 20080 | New York | NY | 10001 | No Relationship | PC | General Programs | $1,080 | ||||||
| Turning Point | |||||||||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | No Relationship | PC | General Programs | $732 | ||||||
| Kinneret Day School | |||||||||||||
| 2600 Netherland Ave | Bronx | NY | 10463 | No Relationship | PC | General Programs | $992 | ||||||
| Chabad at Miami University | |||||||||||||
| 11 East Spring Street | Oxford | OH | 45056 | No Relationship | PC | General Programs | $800 | ||||||
| Chabad of SW Las Vegas | |||||||||||||
| 5651 Grand Canyon Drive | Las Vegas | NV | 89148 | No Relationship | PC | General Programs | $350 | 115 | |||||
| Israel on Campus Coalition Inc | |||||||||||||
| 1100 17th Street NW | Washington | DC | 20036 | No Relationship | PC | General Programs | $1,080 | 700 | |||||
| Center for the American Experiment | |||||||||||||
| 12600 Whitewater Drive | Minnetonka | MN | 55343 | No Relationship | PC | General Programs | $732 | 150 | |||||
| Central Fund of Israel | |||||||||||||
| 429 Central Avenue | Cederhurst | NY | 11516 | No Relationship | PC | General Programs | $2,172 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,704 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| $0 | 14 | $35 | $0 |
| $0 | 14 | $9,080 | $0 |
| $0 | 18 | $65,965 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,080 | 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 | CPA fees-F990 tax return bookkeeping for the year. | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| m bruce lewis |
| $0 |
| Sandy Roskes |
| $0 |
| Bill Levenson |
| $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DBA | IdentifierTxt |
| Form And Line Reference | Doing Business As Names | FormAndLineReferenceDesc |
| Medium Explanation | The M.B. Lewis Charitable Foundation | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Crane Co. | $7,992 | $73,956 |
| Crane Nxt Co | $1,335 | $6,042 |
| Manulife Finl. Corp. | $7,759 | $24,308 |
| Voya Intermed. Bond I | $20,825 | $20,806 |
| Columbia Global Value Fund | $3,924 | $4,895 |
| Franklin Mutual Beacon Z Both amts. | $53,912 | $79,039 |
| Schwab S&P 500 Index | $220,340 | $344,878 |
| Schwab Small Cap Index | $23,169 | $23,459 |
| T. R. Price Divid. Growth | $3,188 | $5,273 |
| T.R. Price Cap. Apprec. | $21,395 | $25,379 |
| Virtus Kar Small Cap Growth | $49,320 | $21,157 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decreases in FMV of stocks Mutual Funds not noted on Prior years returns. | Desc |
| Amt | $11,553 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage Stationery Misc. expenses | Desc |
| Revenue And Expenses Per Books | $235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Taxes-2025 tax return | $1,250 | $1,200 | $50 | $0 |
| Excise Taxes-2024 tax return | $1,072 | $1,000 | $72 | $0 |