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← DAVID S & NORMA R LEWIS FOUNDATION C/O COLLEEN A CACY

Form 990 for tax year 2023

Filed by DAVID S & NORMA R LEWIS FOUNDATION C/O COLLEEN A CACY.

Totals

Total revenue
$4,625
Total expenses
$358,039
Contributions and grants received
$388
Grants paid
$352,456
Program service revenue
$0
Investment income
$4,237
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$353,057
Management and general expenses
$4,982
Fundraising expenses
$0
Program service expenses (Part III)
$353,057

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $388

  • 3 · Investment income

    total $2,990 · excluded $2,990

  • 7a · Gross sales of assets other than inventory

    securities $529,656

  • 7b · Less cost or other basis and sales expenses

    securities $528,409

  • 7c · Gain or loss

    securities $1,247

  • 7d · Net gain or loss

    total $1,247 · excluded $1,247

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $352,456 · program services $352,456

  • 11a · Fees: management

    total $1,930 · program services $598 · management and general $1,332

  • 11f · Fees: investment management

    total $3,643 · management and general $3,643

  • 24a · Other expenses: OTHER

    total $10 · program services $3 · management and general $7

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $528,409

  • 18 · Grants payable

    beginning of year $175,000

  • 27 · Net assets without donor restrictions

    beginning of year $353,409

Mission and programs · 2023

Mission

THE ORGANIZATION SHALL DISTRIBUTE FUNDS TO OR FOR THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA TO FURTHER THE COMMUNITY FOUNDATION'S CHARITABLE ACTIVITIES THAT PROMOTE HEALTH AND WELLNESS, ON A LOCAL AND NATIONAL LEVEL, AND FOSTER CREATIVE, AND ARTISTIC ENDEAVORS THAT POSITIVELY IMPACT THE HUMAN EXPERIENCE. THE ORGANIZATION WILL FUND TRADITIONAL AND INNOVATIVE PROJECTS AND PROGRAMS OF THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA WHICH ARE CONSISTENT WITH THIS MISSION STATEMENT.

  • THE DAVID S. LEWIS AND NORMA R. LEWIS FOUNDATION SUPPORTS GLOBAL INITIATIVES THAT GIVE PEOPLE THE TOOLS AND RESOURCES TO BUILD HOPE, EQUALITY AND OPPORTUNITY, JUSTICE, EQUITY AND COMPASSION IN HUMAN RELATIONS, AND SOUTHERN ARIZONA CREATIVE ARTS ORGANIZATIONS AND INITIATIVES THAT HELP THE LESS FORTUNATE SUCCEED. THE FOUNDATION HAS A GRANT PROCESS THAT DISTRIBUTES FUNDS ANNUALLY TO ORGANIZATIONS WITH THESE AREAS OF INTEREST IN MIND.

    Expenses $353,057 · Grants $352,456

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JENNY FLYNN

    PRESIDENT/SE

    Total calculated
    $305,149
    From this org
    $0
    From related orgs
    $271,572
    Other
    $33,577
    Hours/week
    0.04 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $271,572 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $33,577 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $305,149 related

  • COLLEEN CACY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.04

  • KRISTI LEWIS

    TREASURER

    Total calculated
    $0
    Hours/week
    0.04

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

This return attached Schedule N but itemized no distributions.

Provenance

Return type
form_990
Tax year
2023
Filed
3 March 2025
IRS schema version
2023v6.0
Source object
202501329349306525

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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