LEWIS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FOUNDATION (EIN 41-2063101)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201121339349100827
- Schema version
- 2010v3.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:54:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412063101 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEWI | NameControl |
| Phone | 3056629649 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM J LEWIS | Name |
| Title | PRESIDENT | Title |
| Phone | 3056629649 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIA R MILLARES | Name |
| Phone | 3056629649 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4108606 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 270000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 102 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 102 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 229409 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 229409 | DividendsNetInvstIncm |
| Other Income Rev And Expnss | 704 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 500215 | TotalRevenueAndExpenses |
| Total Net Investment Income | 229511 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 12512 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3128 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9384 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 12537 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3153 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9384 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 570771 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 570771 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 583308 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3153 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 580155 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -83093 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 226358 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7548 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 223226 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 223226 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3932100 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3630820 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3885380 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3939648 | TotalAssetsBOY |
| Total Assets EOY | 3854046 | TotalAssetsEOY |
| Total Assets EOYFMV | 4108606 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3939648 | CapitalStockBOY |
| Capital Stock EOY | 3854046 | CapitalStockEOY |
| Total Net Assets BOY | 3939648 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3854046 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3939648 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3854046 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3939648 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -83093 | ExcessOfRevenueOverExpenses |
| Subtotal | 3856555 | Subtotal |
| Other Decreases | 2509 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3854046 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7221 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3138937 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.002300 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 355172 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3727671 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.095280 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3471784 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1130232 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 3.071745 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5748258 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7036474 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.816923 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3895697 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10126698 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.384696 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.370944 | TotalDistributionRatio |
| Average Distribution Ratio | 0.874189 | AverageDistributionRatio |
| Net Noncharitable Assets | 4149480 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3627430 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2264 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3629694 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 580155 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4527 | InvestmentIncomeExciseTax |
| Subtotal | 4527 | Subtotal |
| Tax Based On Investment Income | 4527 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 274 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 274 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 114 | PenaltyForUnderpayment |
| Tax Due | 4367 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.GUIDESTAR.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3056629649 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ADAM J LEWIS | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3996960 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 215710 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4212670 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4212670 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 63190 | CashDeemedCharitable |
| Net Noncharitable Assets | 4149480 | NetNoncharitableAssets |
| Minimum Investment Return | 207474 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 207474 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4527 | TaxBasedOnInvestmentIncome |
| Total Tax | 4527 | TotalTax |
| Distributable Amount Before Adj | 202947 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 202947 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 202947 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 580155 | ExpensesAndContributions |
| Qualifying Distributions | 580155 | QualifyingDistributions |
| Adj Qualifying Distributions | 580155 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 202947 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3415032 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5420122 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3423768 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 169176 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 12428098 | TotalExcessDistriCarryover |
| Qualifying Distributions | 580155 | QualifyingDistributions |
| Applied To Current Year | 202947 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 377208 | RemainingDistriFromCorpus |
| Total Corpus | 12805306 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3415032 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9390274 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5420122 | ExcessFromYear4 |
| Excess From Year3 | 3423768 | ExcessFromYear3 |
| Excess From Year2 | 169176 | ExcessFromYear2 |
| Excess From Current Year | 377208 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM J LEWIS | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MILLARES COMPANY PA | RecipientName |
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 Number | 3056629649 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| 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 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| APPALACHIAN VOICES | |||||||
| 191 HOWARD STREET | BOONE | NC | 28607 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $75,000 |
| ASPEN TREE | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $12,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERR | PEMBROKE PARK | FL | 33023 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $10,000 |
| NPR FOUNDATION | |||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200013753 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $25,000 |
| SAVE OUR CUMBERLAND MOUNT | |||||||
| 224 S MAIN STREET STE 1 | LAKE CITY | TN | 37769 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $25,000 |
| SOLUTIONS | |||||||
| PORTLAND STATE UNIVERSITY | PORTLAND | OR | 97201 | N/A | PUBLIC | SOLUTIONS JOURNAL | $75,000 |
| WILDERNESS WORKSHOPS | |||||||
| PO BOX 1442 | CARBONDALE | CO | 81623 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $50,000 |
| OVEC | |||||||
| PO BOX 6753 | HUNTINGTON | WV | 257736753 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $99,427 |
| SOUTHWINGS | |||||||
| 35 HAYWOOD STREET STE 20 | ASHEVILLE | NC | 28801 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $99,427 |
| SUSTAINABLE MARKETS FOUND | |||||||
| 45 WEST 36TH SIXTH FLOOR | NEW YORK | NY | 100367635 | N/A | PUBLIC | GENERAL OPERATING PURPOSES | $99,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 570771 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $102 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $229,409 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRESSIVE BOOK DISTRIBUTION | Description |
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $704 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $230,215 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 230215 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JONATHAN D LEWIS | 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | 70000 | X |
| 2 | PETER B LEWIS | 3595 ANCHORAGE WAY | COCONUT GROVE | FL | 33133 | 200000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $12,512 | Amount |
| Net Investment Income | 3128 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9384 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ADAM J LEWIS | PersonName |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PROGRESSIVE CORP | NameOfStock |
| EOY Book Value | 3630820 | EOYBookValue |
| EOYFMV | 3885380 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VALUE VS FMV IN SEC GIFTED | Description |
| Amount | $2,509 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRESSIVE BOOK DISTRIBUTION | Description |
| Revenue And Expenses Per Books | 704 | RevenueAndExpensesPerBooks |