Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
GEORGE & KATHLYN LEWIS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6249176
B Telephone number (see instructions)

(412) 995-1770
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$631,068J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 12,058 11,916  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,506
b Gross sales price for all assets on line 6a 221,396
7 Capital gain net income (from Part IV, line 2)... 16,506
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 28,564 28,422  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,060 4,030   4,030
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,815 211   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,875 4,241 0 4,030
25 Contributions, gifts, grants paid....... 23,010 23,010
26 Total expenses and disbursements. Add lines 24 and 25 33,885 4,241 0 27,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,321
b Net investment income (if negative, enter -0-) 24,181
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 20,678 23,535 23,535
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 538,428 Click to see attachment529,928 607,533
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 559,106 553,463 631,068
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 558,622 553,463
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 484  
29 Total net assets or fund balances (see instructions)..... 559,106 553,463
30 Total liabilities and net assets/fund balances (see instructions). 559,106 553,463
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
559,106
2
Enter amount from Part I, line 27a .....................
2
-5,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
431
4
Add lines 1, 2, and 3 ..........................
4
554,216
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
753
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
553,463
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 586. SCHWAB US REIT ETF   2019-04-04 2020-04-24
b 29.178 BLACKROCK TOTAL RETURN-I   2020-02-19 2020-05-28
c 490.192 BLACKROCK TOTAL RETURN-I   2019-04-04 2020-05-28
d 9.876 DOUBLELINE FLEXIBLE INC-I   2020-02-19 2020-05-28
e 58.373 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-05-28
5.137 JENSEN QUALITY GROWTH-Y   2020-02-19 2020-05-28
10.996 JENSEN QUALITY GROWTH-Y   2019-03-28 2020-05-28
6.62 MFS EMERGING MKTS DEBT FD-R6   2020-02-19 2020-05-28
18.615 MFS EMERGING MKTS DEBT FD-R6   2019-04-04 2020-05-28
13.079 NUANCE MID CAP VALUE-Z   2019-04-04 2020-05-28
37.632 PGIM HIGH YIELD FUND CLASS R6   2020-02-19 2020-05-28
80.555 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2020-02-19 2020-05-28
2.231 TOUCHSTONE MID CAP GROW-INST   2019-04-04 2020-05-28
349.733 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2020-05-28
44.759 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2020-02-19 2020-05-28
422.147 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2018-04-06 2020-05-28
44.523 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-07-01
28.972 DOUBLELINE FLEXIBLE INC-I   2020-02-19 2020-07-01
50. FIDELITY REAL ESTATE ETF ETF   2020-05-28 2020-07-01
23.264 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2020-02-19 2020-07-01
7.841 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-04-04 2020-07-01
72.16 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-07-01
320. ISHARES TR S&P SMLCAP 600   2019-04-04 2020-07-01
28. ISHARES TR S&P SMLCAP 600   2020-05-28 2020-07-01
3. ISHARES CORE MSCI EAFE ETF ETF   2020-02-19 2020-07-01
5.403 MFS EMERGING MKTS DEBT FD-R6   2019-04-04 2020-07-01
1938.266 NUANCE MID CAP VALUE-Z   2019-04-04 2020-07-01
6.171 TOUCHSTONE SANDS EM GR-INST FUND 565   2020-05-28 2020-07-01
77.444 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-04-04 2020-07-01
18.891 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2020-02-19 2020-07-01
300.614 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-04-04 2020-07-01
63.015 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2020-07-01
.658 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-09-02
35.608 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-04-04 2020-09-02
52.329 HARBOR FD VALUE FUND   2020-05-28 2020-09-02
5.24 HARBOR FD VALUE FUND   2019-04-04 2020-09-02
39.225 OAKMARK INTL SM CAP-INST 2888   2019-04-04 2020-09-02
13. INVESCO QQQ TRUST ETF   2020-07-01 2020-09-02
37.453 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-09-02
4. ISHARES TR S&P 500 INDEX FD   2019-04-04 2020-09-02
2. ISHARES CORE MSCI EAFE ETF ETF   2020-02-19 2020-09-02
1.271 JENSEN QUALITY GROWTH-Y   2020-07-01 2020-09-02
21.283 JENSEN QUALITY GROWTH-Y   2019-03-28 2020-09-02
20.829 PRINCIPAL MIDCAP FUND-R6   2020-05-28 2020-09-02
85.849 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-04-04 2020-09-02
11.508 TOUCHSTONE MID CAP GROW-INST   2019-04-04 2020-09-02
.149 TOUCHSTONE MID CAP GROW-INST   2020-07-01 2020-09-02
77.078 TRANSAMERICA SM CAP GROW-I2   2020-07-01 2020-09-02
165.941 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2020-09-02
15. WISDOMTREE U.S. QUALITY DIVI ETF   2020-07-01 2020-09-02
21.671 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-12-29
62.286 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-04-04 2020-12-29
19.599 HARBOR FD VALUE FUND   2019-04-04 2020-12-29
110.053 OAKMARK INTL SM CAP-INST 2888   2019-04-04 2020-12-29
51.101 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-12-29
1. ISHARES CORE MSCI EAFE ETF ETF   2020-02-19 2020-12-29
12. ISHARES CORE MSCI EAFE ETF ETF   2019-04-04 2020-12-29
7.202 PRINCIPAL MIDCAP FUND-R6   2020-05-28 2020-12-29
13.706 PRINCIPAL MIDCAP FUND-R6   2019-04-04 2020-12-29
31.813 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-04-04 2020-12-29
13.555 TOUCHSTONE MID CAP GROW-INST   2019-04-04 2020-12-29
49.205 TRANSAMERICA SM CAP GROW-I2   2020-07-01 2020-12-29
100.364 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-04-04 2020-12-29
68.731 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2020-12-29
54.447 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2021-02-26
70.003 DOUBLELINE FLEXIBLE INC-I   2019-04-04 2021-02-26
5.724 DOUBLELINE FLEXIBLE INC-I   2020-02-19 2021-02-26
70. FIDELITY REAL ESTATE ETF ETF   2020-09-02 2021-02-26
9. FIDELITY REAL ESTATE ETF ETF   2020-05-28 2021-02-26
59.714 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-04-04 2021-02-26
158.965 HARBOR FD VALUE FUND   2019-04-04 2021-02-26
96.494 OAKMARK INTL SM CAP-INST 2888   2019-04-04 2021-02-26
3. INVESCO QQQ TRUST ETF   2020-12-29 2021-02-26
41.68 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2021-02-26
1. ISHARES TR S&P 500 INDEX FD   2020-12-29 2021-02-26
1. ISHARES TR S&P 500 INDEX FD   2019-04-04 2021-02-26
12. ISHARES CORE MSCI EAFE ETF ETF   2019-04-04 2021-02-26
.9 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-02-26
25.87 PRINCIPAL MIDCAP FUND-R6   2019-04-04 2021-02-26
49.422 PGIM HIGH YIELD FUND CLASS R6   2020-02-19 2021-02-26
26.956 PGIM HIGH YIELD FUND CLASS R6   2020-02-19 2021-02-26
54.391 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2019-04-04 2021-02-26
4.613 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2019-04-04 2021-02-26
51.597 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-04-04 2021-02-26
15.127 TOUCHSTONE MID CAP GROW-INST   2019-04-04 2021-02-26
137.894 TRANSAMERICA SM CAP GROW-I2   2020-07-01 2021-02-26
64.641 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-04-04 2021-02-26
127.196 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2021-02-26
8. WISDOMTREE U.S. QUALITY DIVI ETF   2020-12-29 2021-02-26
675.079 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2021-03-24
15. FIDELITY REAL ESTATE ETF ETF   2020-05-28 2021-03-24
687.983 HARBOR FD VALUE FUND   2019-04-04 2021-03-24
86.549 OAKMARK INTL SM CAP-INST 2888   2019-04-04 2021-03-24
1. INVESCO QQQ TRUST ETF   2020-07-01 2021-03-24
224.482 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2021-03-24
2. ISHARES TR S&P 500 INDEX FD   2019-04-04 2021-03-24
25. ISHARES CORE MSCI EAFE ETF ETF   2019-04-04 2021-03-24
14.172 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-03-24
4.02 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2021-03-24
60.055 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2021-03-24
7.713 PRINCIPAL MIDCAP FUND-R6   2019-04-04 2021-03-24
527.709 TOUCHSTONE MID CAP GROW-INST   2019-04-04 2021-03-24
6.482 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-04-04 2021-03-24
225.807 WASATCH INTL OPPORTUNIT-INST   2019-04-04 2021-03-24
12. WISDOMTREE U.S. QUALITY DIVI ETF   2020-07-01 2021-03-24
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,267   26,145 -6,878
b 357   354 3
c 5,990   5,618 372
d 88   97 -9
e 1,083   974 109
253   273 -20
542   541 1
93   101 -8
262   268 -6
162   163 -1
192   210 -18
748   793 -45
74   70 4
1,364   1,179 185
543   545 -2
5,125   4,897 228
1,008   1,237 -229
265   284 -19
1,186   1,158 28
263   285 -22
89   92 -3
1,440   1,204 236
21,651   25,103 -3,452
1,894   1,937 -43
172   194 -22
78   78  
23,724   24,190 -466
96   83 13
1,202   1,034 168
418   553 -135
6,656   8,402 -1,746
256   212 44
16   18 -2
449   417 32
937   821 116
94   79 15
557   572 -15
3,889   3,242 647
833   625 208
1,424   1,157 267
124   130 -6
73   64 9
1,219   1,048 171
695   603 92
1,611   1,146 465
429   360 69
6   5 1
586   519 67
790   559 231
770   685 85
581   602 -21
905   729 176
373   296 77
1,869   1,603 266
1,262   853 409
70   65 5
839   743 96
257   208 49
489   377 112
681   425 256
545   423 122
400   331 69
2,971   2,805 166
359   232 127
1,464   1,513 -49
679   687 -8
56   56  
1,855   1,745 110
239   208 31
890   699 191
3,244   2,397 847
1,749   1,406 343
946   944 2
1,028   696 332
383   375 8
383   289 94
843   743 100
49   50 -1
946   711 235
273   276 -3
149   150 -1
531   535 -4
45   45  
1,160   689 471
619   473 146
1,205   928 277
2,112   1,807 305
669   429 240
430   431 -1
18,376   18,754 -378
407   346 61
14,179   10,375 3,804
1,595   1,261 334
316   249 67
5,408   3,747 1,661
788   579 209
1,790   1,549 241
789   781 8
60   61 -1
899   913 -14
283   212 71
20,808   16,486 4,322
214   181 33
1,152   761 391
676   548 128
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      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
      9,274
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -6,878
b       3
c       372
d       -9
e       109
      -20
      1
      -8
      -6
      -1
      -18
      -45
      4
      185
      -2
      228
      -229
      -19
      28
      -22
      -3
      236
      -3,452
      -43
      -22
       
      -466
      13
      168
      -135
      -1,746
      44
      -2
      32
      116
      15
      -15
      647
      208
      267
      -6
      9
      171
      92
      465
      69
      1
      67
      231
      85
      -21
      176
      77
      266
      409
      5
      96
      49
      112
      256
      122
      69
      166
      127
      -49
      -8
       
      110
      31
      191
      847
      343
      2
      332
      8
      94
      100
      -1
      235
      -3
      -1
      -4
       
      471
      146
      277
      305
      240
      -1
      -378
      61
      3,804
      334
      67
      1,661
      209
      241
      8
      -1
      -14
      71
      4,322
      33
      391
      128
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 16,506
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 336
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 336
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 336
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,518
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,518
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,182
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet336 RefundedBullet 11 846
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 995-1770

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    1     		8,060    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    586,302
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    586,302
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    586,302
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,795
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    577,507
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    28,875
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    28,875
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    336
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    336
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,539
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    28,539
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    28,539
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    27,040
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,040
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,040
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 28,539
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 23,010
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 27,040
    a Applied to 2019, but not more than line 2a 23,010
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 4,030
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		24,509
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CLARION OSTEOPATHIC HOSPITAL
    ONE HOSPITAL DR
    CLARION,PA162148501     		NONE PC GENERAL SUPPORT 7,672
    1ST PRESBYTERIAN CHURCH
    700 WOOD ST
    CLARION,PA162141590     		NONE PC GENERAL SUPPORT 7,669
    CLARION UNIVERSITY OF PA
    ATTN BUDGET & ACCOUNTING
    218 CARRIER ADMIN BUILDING
    CLARION,PA162141240     		NONE PC GENERAL SUPPORT 7,669
    Total .................................bullet 3a 23,010
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 12,058  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 16,506  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   28,564  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    28,564
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GEORGE & KATHLYN LEWIS CHARITABLE TRUST
    EIN:
    25-6249176
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    00769G543 CAMBIAR INTL EQUITY AT COST 10,902 12,335
    09252M883 BLACKROCK TOTAL RETU AT COST 60,176 61,394
    258620798 DOUBLELINE FLEXIBLE AT COST 24,458 24,472
    316092857 FIDELITY REAL ESTATE AT COST 22,164 28,122
    317609295 SEAFARER OVERSEAS GR AT COST 18,894 21,896
    411511603 HARBOR FD LARGE CAP AT COST 15,696 21,982
    413838657 OAKMARK INTL SM CAP- AT COST 10,626 14,069
    46090E103 INVESCO QQQ TRUST ET AT COST 26,434 33,828
    461418444 WCM FOCUSED INTL GRO AT COST 14,697 21,860
    464287200 ISHARES CORE S&P 500 AT COST 15,620 21,482
    46432F842 ISHARES CORE MSCI EA AT COST 15,836 18,517
    476313408 JENSEN QUALITY GROWT AT COST 25,954 29,751
    52106N459 LAZARD GLOBAL LISTED AT COST 24,876 25,012
    543069405 LONGLEAF PARTNERS FD AT COST 12,300 12,320
    552746364 MFS EMERGING MKTS DE AT COST 15,072 15,270
    56170L703 SPYGLASS GROWTH FUND AT COST 21,524 21,988
    74256W584 PRINCIPAL MIDCAP FUN AT COST 18,304 24,906
    74440Y884 PGIM HIGH YIELD FUND AT COST 19,736 20,023
    77958B105 T ROWE PRICE INSTITU AT COST 20,110 19,966
    89154Q562 TOUCHSTONE SANDS EM AT COST 15,571 20,239
    89355J656 TRANSAMERICA SM CAP AT COST 12,160 15,526
    89609H704 TRIBUTARY SMALL COMP AT COST 14,819 18,894
    90386H404 LYRICAL US VALUE EQU AT COST 13,837 14,403
    936793686 WASATCH INTL OPPORTU AT COST 6,203 10,720
    957663503 WESTERN ASSET CORE P AT COST 60,209 61,344
    97717X669 WISDOMTREE U.S. QUAL AT COST 13,750 17,214

    TY 2020 OtherDecreasesSchedule
    Name:
    GEORGE & KATHLYN LEWIS CHARITABLE TRUST
    EIN:
    25-6249176
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 8
    2020 TRANSACTION POSTED IN 2021 555
    WASH SALES ADJUSTMENT 3
    COST BASIS ADJUSTMENT 187


    TY 2020 OtherIncreasesSchedule
    Name:
    GEORGE & KATHLYN LEWIS CHARITABLE TRUST
    EIN:
    25-6249176
    Description Amount
    ADJ FOR ROUNDING TRANSACTIONS AND SALES 8
    2019 TRANSACTION POSTED IN 2020 423


    TY 2020 TaxesSchedule
    Name:
    GEORGE & KATHLYN LEWIS CHARITABLE TRUST
    EIN:
    25-6249176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,086 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,518 0   0
    FOREIGN TAXES ON QUALIFIED FOR 134 134   0
    FOREIGN TAXES ON NONQUALIFIED 77 77   0